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).
Southern Copper reported record second-quarter 2026 net sales of $4,289.0 million, up 40.6%, and net income of $1,670.0 million, up 71.6%, driven mainly by higher metal prices. Copper sales volume fell 1.5% and mined copper output fell 3.5% from a year earlier, which the company attributed to lower production at its Peruvian mines.
Net sales $4,289.0 million, up 40.6% from $3,051.0 million in 2Q25
Net income $1,670.0 million, or $2.01 per share, versus $973.4 million, or $1.17 per share, in 2Q25
Adjusted EBITDA $2,856.0 million, up 59.5%; mined copper production 230,662 tonnes, down 3.5%
Board declared quarterly cash dividend of $1.10 per share plus 0.0120 shares stock dividend, payable August 27, 2026 to holders of record August 11, 2026
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.
agilon health notified Chief Technology Officer Girish Venkatachaliah on July 17, 2026 that his employment will end August 1, 2026. He will provide transition consulting through December 31, 2026, and his severance includes cash and continued equity vesting through April 30, 2027.
Separation date: August 1, 2026; notice given July 17, 2026
Cash severance totaling $766,063, paid in installments over twelve months
Equity awards, including the 2025 transformation award, keep vesting through April 30, 2027
Consulting agreement through December 31, 2026, with no pay beyond continued equity vesting
Long Table Growth Corp., a blank check company, said holders of its units may begin separately trading the Class A ordinary shares and warrants on or about July 27, 2026. Units not separated will keep trading under LTGRU, and the company's filing describes this as a routine administrative step with no change to the underlying securities.
Separate trading of Class A ordinary shares (LTGR) and warrants (LTGRW) begins on or about July 27, 2026
Units not separated continue to trade as LTGRU on the Nasdaq Global Market
Each unit consists of one Class A ordinary share and one-half of one redeemable warrant; no fractional warrants will be issued
Units stem from the initial public offering of 17,250,000 units completed June 5, 2026; holders must work through their brokers with Continental Stock Transfer & Trust Company to separate units
Nasdaq staff said ProCap Financial, Inc. now complies with its independent director and audit committee requirements, and the matter is closed. The company had received a deficiency letter on January 26, 2026, and regained compliance after adding Benjamin Buchanan to its board and audit committee. The filing lists the registrant as ProCap Financial, Inc., not Silvia, Inc. as the request described, so the name should be checked against the ticker.
Nasdaq deficiency letter received January 26, 2026, citing independent director and audit committee rules (Listing Rules 5605(c)(2)(A) and 5605(b)(1))
Benjamin Buchanan appointed to the board and audit committee, disclosed in an 8-K filed July 16, 2026
On July 21, 2026, Nasdaq staff determined the company complies with the rules and closed the matter
Following the July 13, 2026 closing of the Merger Transactions, Jet.AI's disinterested board members determined that certain unvested performance share unit (PSU) awards would not vest on the change of control, so about 1,621,321 shares were not issued, avoiding dilution to existing stockholders. On July 15, 2026, the compensation committee also granted restricted stock awards totaling 360,000 shares to officers and certain employees, which are scheduled to vest in full on the grant date's anniversary.
Merger Transactions with flyExclusive, Inc. and related entities closed on July 13, 2026.
Certain unvested PSU awards were not vested; about 1,621,321 shares that would otherwise have been issued were not issued.
On July 15, 2026, restricted stock awards totaling 360,000 shares were granted under the 2023 Amended and Restated Omnibus Incentive Plan.
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
AAR reported fourth-quarter fiscal 2026 results for the period ended May 31, 2026, with sales up 23% to $928 million and GAAP diluted EPS of $1.27 versus $0.95 a year earlier. The company also gave first-quarter and full-year fiscal 2027 sales and margin guidance, which shareholders can compare with these results.
Q4 sales of $928.0 million, up 23% from $754.5 million; net income of $50.7 million vs $34.0 million
Adjusted diluted EPS of $1.53 vs $1.16; adjusted EBITDA of $116 million, up 27%
Fiscal 2026 sales of $3.3 billion, up 19%; net income of $187.7 million, or $4.86 per diluted share, vs $12.5 million in fiscal 2025
Q1 fiscal 2027 guidance: sales growth excluding Legacy Commercial Programs of 21% to 23% and adjusted EBITDA margin of 12.25% to 12.75%
On July 20, 2026, the U.S. District Court for the District of New Jersey dismissed with prejudice all claims and counterclaims in the long-running patent litigation between Miami International Holdings and Nasdaq. The parties have resolved all claims against each other, and the company states it can operate its business without a license or consent from Nasdaq on the matters Nasdaq asserted.
Court order of dismissal with prejudice entered July 20, 2026
Litigation began September 1, 2017, when Nasdaq filed suit against the company
In 2019, the PTAB invalidated six patents Nasdaq asserted against the company
Filing does not disclose any settlement payment or financial terms
Fulton Financial's board elected David S. Schulz as a director, effective with a term starting September 14, 2026, and he will also join the board of Fulton Bank, N.A. He will serve on the Audit and Risk committees, and the board will grow to 11 members. The filing describes this as a board appointment with no reported financial results or deal terms.
Term begins September 14, 2026 and runs to the 2027 annual meeting of shareholders
Schulz was CFO of Wesco International from 2016 to 2020 and Executive Vice President and CFO from June 2020 to February 2026, retiring May 31, 2026
Schulz will receive director pay, including a pro rata RSU grant with a fair value of about $64,400 that vests June 1, 2027
Annual non-employee director cash retainer and equity award were raised to $80,000 and $90,000 effective January 1, 2026
MSA Safety's board elected Octavio Marquez, president and CEO of Diebold Nixdorf, as a director on July 20, 2026, as part of its regular succession planning. The filing states he has not been appointed to any board committees and will receive standard non-employee director pay.
Board elected Octavio Marquez on July 20, 2026, announced in a July 21, 2026 press release (Exhibit 99.1)
Marquez is president and CEO of Diebold Nixdorf and joined that company in 2014
No board committee appointments have been made; he will receive non-employee director compensation described in the March 26, 2026 proxy statement
On July 15, 2026, Aware's board appointed James Beecham, co-founder and CEO of ALTR, as a Class I director. The same day, at its annual meeting, shareholders re-elected Ajay K. Amlani and Peter R. Faubert as Class III directors and approved a 1,000,000-share increase to the 2023 Equity and Incentive Plan.
Beecham was appointed as a Class I director on July 15, 2026, on the recommendation of the Nominating and Corporate Governance Committee. He previously served as ALTR's chief technology officer from 2015 through 2022.
Amlani received 10,683,968 votes for and 414,465 withheld; Faubert received 9,404,606 for and 1,600,015 withheld.
Shareholders approved the equity plan amendment, which adds 1,000,000 shares, with 8,632,145 votes for, 2,325,719 against and 140,569 abstaining.
Shareholders approved the advisory pay vote with 9,879,827 for and 1,175,359 against. RSM US LLP was ratified as auditor with 16,057,238 votes for.
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.
AMR Resources Acquisition Corp, a blank check company, completed its initial public offering with gross proceeds of $260,000,000, and the filing says the company consummated the IPO on July 16, 2026. Proceeds from the IPO and private placements were placed in a trust account, and the company has 24 months from the IPO closing to complete an initial business combination or return public shares.
Units sold at $10.00 each for gross proceeds of $260,000,000; each unit has one Class A ordinary share and one-half of one warrant exercisable at $11.50 per share.
$260,000,000 of IPO and private placement proceeds placed in a U.S.-based trust account with Continental Stock Transfer & Trust Company as trustee.
Private placement sales to AMR Resources Sponsors LLC ($4,475,000 for 447,500 units) and BTIG, LLC ($2,600,000 for 260,000 units) closed at the IPO closing.
Company must complete an initial business combination within 24 months of the IPO closing, or redeem public shares, subject to applicable law.
Community Bancorp. reported second-quarter 2026 results on July 21, 2026, in Exhibit 99.1 to a Form 8-K. Earnings per share rose to $0.84 from $0.72 a year earlier, and net interest income increased 13.68% to $11.2 million, while credit loss expense rose to $720,967 from $407,046. For shareholders, the results show higher profit and a quarterly cash dividend of $0.25 per share payable August 1, 2026.
Q2 2026 earnings per share were $0.84, compared with $0.72 in Q2 2025.
Six-month earnings per share were $1.62, compared with $1.34 in the same period of 2025.
Q2 net interest income rose 13.68% to $11.2 million; credit loss expense was $720,967 versus $407,046.
Total assets were $1.17 billion at June 30, 2026, up 0.53% from a year earlier but down $114.8 million from year end 2025; a $0.25 dividend is payable August 1, 2026 to holders of record on July 15, 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.
Alzamend Neuro, Inc. disclosed that director Lynne Fahey McGrath passed away on July 20, 2026. She had served on the Board since the company's June 2021 initial public offering, and Chairman William B. Horne called her passing sudden.
Lynne Fahey McGrath, M.P.H., Ph.D., a director, died July 20, 2026
She had served on the Board since the company's initial public offering in June 2021
The filing does not state any board replacement or change to committee roles
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
Hanmi Financial reported second-quarter 2026 net income of $23.5 million, or $0.79 per diluted share, up from $22.6 million, or $0.75 per share, in the first quarter. Net interest income rose 1.0% to $63.9 million, while the net interest margin slipped two basis points to 3.36%, and the company returned 58% of earnings to shareholders through dividends and buybacks. Shareholders see higher headline earnings, with the filing not providing formal guidance figures.
Net income $23.5 million, or $0.79 per diluted share, versus $22.6 million, or $0.75, in Q1 2026
Net interest income up 1.0% to $63.9 million; net interest margin down two basis points to 3.36%
Credit loss expense fell to $1.2 million from $2.9 million; nonperforming loans were 0.15% of total loans
Returned $8.3 million in dividends and $5.2 million in share repurchases, or 58% of second-quarter earnings
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
Del Monte Corporation and certain subsidiaries signed Amendment No. 3 to their credit agreement on July 15, 2026, with lenders including Bank of America as administrative agent. The amendment increases both the revolving commitments and the letter of credit commitments from $750 million to $900 million each, and removes a 10 basis point SOFR adjustment, with all other material terms unchanged.
Revolving Commitments increase from $750 million to $900 million
L/C Commitments increase from $750 million to $900 million
Term SOFR definition amended to remove the 10 basis point adjustment to SOFR
Bank of America, N.A. serves as administrative agent; certain subsidiaries guarantee the obligations
WesBanco reported second-quarter 2026 results, with net income available to common shareholders of $88.4 million, or $0.91 per diluted share, up from $54.9 million, or $0.57, a year earlier. The year-earlier quarter included $32.4 million in after-tax restructuring and merger-related expenses, which the company excludes from its adjusted figures; on that adjusted basis, diluted EPS was $0.92 versus $0.91. The company also reported loan growth, a 3.63% net interest margin and a 51.2% efficiency ratio.
Q2 2026 net income available to common shareholders was $88.4 million, or $0.91 per diluted share, versus $54.9 million, or $0.57, in Q2 2025.
Adjusted diluted EPS, excluding restructuring and merger-related expenses, was $0.92 versus $0.91 a year earlier (non-GAAP).
Six-month net income available to common shareholders was $172.8 million, or $1.79 per diluted share, versus $43.4 million, or $0.50, in the first half of 2025.
Net interest margin was 3.63%, up 4 basis points year-over-year; the company will hold a conference call on July 22, 2026 at 9:00 a.m. ET.
PNM, a wholly-owned subsidiary of TXNM Energy, entered into a $195.0 million term loan agreement on July 21, 2026, with Canadian Imperial Bank of Commerce, New York Branch, as administrative agent. PNM expects to use the proceeds to refinance its 2025 term loan, which matures on July 21, 2026, and the new loan must be repaid by January 21, 2028.
Loan amount: $195.0 million, effective July 21, 2026
Maturity date: January 21, 2028
Proceeds to refinance the balance under PNM's 2025 term loan maturing July 21, 2026
Covenant requires consolidated debt-to-capitalization of no more than 0.65 to 1.00 at each fiscal quarter end
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.
Western Alliance Bancorporation reported results for the quarter ended June 30, 2026, furnishing a press release and earnings presentation under Item 2.02 of Form 8-K. Net income was $268.8 million, or $2.36 per diluted share, up from $237.8 million and $2.07 a year earlier, and net revenue was $995.7 million, up 17.7% from a year earlier but down 2.3% from the first quarter. For shareholders, the headline profit and revenue measures improved year over year, while the first quarter included a $126.4 million charge-off of the Leucadia Asset Management loan.
Net income of $268.8 million and diluted EPS of $2.36 for Q2 2026, versus $237.8 million and $2.07 for Q2 2025
Net revenue of $995.7 million, up 17.7% year over year and down 2.3% from the first quarter's $1.0 billion
Provision for credit losses fell to $80.4 million from $213.2 million in Q1 2026, which included the $126.4 million LAM loan charge-off
Net interest margin was 3.53%, flat from Q2 2025; the company will discuss results on a conference call at 12:00 p.m. ET on July 22, 2026
The Charles Schwab Corporation reported record second-quarter 2026 net revenues of $7.1 billion, up 21% from a year earlier, and GAAP diluted earnings per share of $1.54, up 43% from $1.08. Excluding $170 million of pre-tax transaction-related costs, adjusted EPS was $1.62. The results were released ahead of the company's Summer Business Update for institutional investors.
Net revenues rose 21% year-over-year to a record $7.1 billion; GAAP net income was $2.8 billion, up 32%.
GAAP diluted EPS was $1.54 versus $1.08 a year earlier; adjusted EPS was $1.62 versus $1.14.
Core net new assets totaled $119.8 billion for the quarter, and the company repurchased 11.2 million shares for $1.0 billion.
The company redeemed $2.1 billion of Series I Preferred Stock and issued $1.5 billion of Series L Preferred Stock during the quarter.
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.
Nicolet Bankshares reported second quarter 2026 net income of $57 million, or $2.62 per diluted share, up from $15 million, or $0.81 per share, in the first quarter, when merger-related expenses were larger. The company also declared a $0.36 quarterly dividend payable September 15, 2026, and said it repurchased $40 million of its common stock during the quarter. Results include a full quarter of MidWest One following the February 13, 2026 acquisition.
Net income of $57 million and diluted EPS of $2.62 for Q2 2026, versus $15 million and $0.81 in Q1 2026; core diluted EPS (non-GAAP) was $2.99
Net interest margin rose to 4.14% from 3.98% in Q1 2026; merger-related expense fell to $7.4 million from $40.7 million
Repurchased 267,310 shares for $40 million in Q2 and authorized $150 million in additional repurchases
Quarterly dividend of $0.36 per share, payable September 15, 2026, to holders of record as of September 1, 2026; Denver branch sale to Sunwest Bank expected to close in Q3 2026
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.
Annaly Capital Management reported second-quarter 2026 results for the quarter ended June 30, 2026, with GAAP net income of $1.06 per average common share, up from $0.33 in the first quarter and $0.03 a year earlier. The company also raised its quarterly common dividend to $0.75 per share from $0.70, and said earnings available for distribution of $0.79 per share exceeded the dividend.
GAAP net income of $1.06 per average common share, versus $0.33 in the first quarter of 2026 and $0.03 in the second quarter of 2025
Earnings available for distribution of $0.79 per average common share, versus $0.76 in the prior quarter and $0.73 a year earlier
Book value per common share of $20.15, up from $19.82 at March 31, 2026; GAAP leverage rose to 7.4x from 7.3x
Common stock dividend increased to $0.75 per share; the company will hold its earnings call on July 22, 2026 at 9:00 a.m. Eastern Time
Innovative Solutions and Support, Inc. bought all membership interests of Sparton Aydin, LLC (Aydin Displays) from Sparton Corporation under a purchase agreement dated July 21, 2026. The company said the $24.5 million price is funded by borrowings of approximately $24.5 million under its existing J.P. Morgan Chase credit facility, which adds debt for shareholders to consider.
Purchase price of $24.5 million, subject to customary working capital, indebtedness and transaction expense adjustments
Acquisition financed by borrowings of approximately $24.5 million under the existing credit facility with J.P. Morgan Chase Bank, N.A.
Aydin is expected to generate calendar 2026 revenue of approximately $16 million, according to the press release
Seller agreed to a five-year covenant not to compete in the United States and Canada following the closing
On July 20, 2026, Universal Health Services entered a Twelfth Amendment to its credit agreement that adds a new delayed draw term loan of up to $700 million, available to draw through September 30, 2026. The loan matures 364 days after funding and is secured on an equal basis with the company's senior secured notes, so it adds potential debt for shareholders if drawn.
Up to $700 million delayed draw tranche A term loan, drawable from July 20, 2026 through September 30, 2026
Matures 364 days after funding; no amortization; mandatory prepayment on certain new debt or stock issuances
Initial margin of 0.125% for ABR loans and 1.125% for Term Benchmark and RFR loans, based on net leverage ratio
Company intends to use any proceeds for general corporate purposes, including refinancing existing debt
Acme United signed a new $65 million syndicated credit facility on July 15, 2026, replacing its prior HSBC facility, which was set to expire May 31, 2027. The company says the facility is intended for growth, acquisitions, dividends and other business uses, and it runs through July 15, 2029.
New $65 million facility with HSBC Bank USA as administrative agent and City National Bank as a syndicate member
Opening balance of $28.5 million, equal to the payoff of the former HSBC facility on July 15, 2026
Pricing at Term SOFR plus 2.00%-2.75%, secured by a first-priority lien on substantially all assets, with a 3.75 to 1.00 maximum leverage covenant
AMERISAFE reported second-quarter 2026 results for the period ended June 30, 2026. Net premiums earned rose 11.4% to $77.3 million and GAAP diluted EPS rose to $0.78 from $0.73, but operating earnings per share fell 17.0% to $0.44 and the net combined ratio worsened to 95.4% from 91.7%, so shareholders see higher revenue and reported earnings alongside weaker core underwriting profit.
Net premiums earned up 11.4% to $77.3 million; net income up 4.6% to $14.6 million
Operating EPS fell 17.0% to $0.44 from $0.53; underwriting profit fell 37.9% to $3.6 million
Net combined ratio rose to 95.4% from 91.7%; return on average equity was 23.5% for the quarter
Board declared a quarterly dividend of $0.41 per share on July 21, 2026, payable September 25, 2026
First Community Bankshares reported record second-quarter 2026 net income of $22.51 million, or $1.19 per diluted share, up from $12.25 million a year earlier. The filing says the result includes a $10.39 million pre-tax gain from selling the company's stake in Bearing Insurance, and adjusted net income for the quarter was $14.38 million, up 17.47%. The company also declared a quarterly cash dividend of $0.33 per share, payable August 21, 2026.
Q2 2026 net income was a record $22.51 million, or $1.19 per diluted share, versus $12.25 million in Q2 2025.
Adjusted net income excluding non-recurring items was $14.38 million, up 17.47% from the same quarter of 2025.
Quarterly cash dividend of $0.33 per share, up $0.02 from the prior quarter, payable August 21, 2026 to holders of record August 7, 2026.
Non-performing assets fell to $17.15 million at June 30, 2026, from $19.11 million a year earlier.
Triumph Financial reported second-quarter 2026 net income to common stockholders of $10.6 million, or $0.44 per diluted share, in a shareholder letter furnished with this 8-K. The letter says non-core items reduced EPS by $0.13, mostly tied to ongoing efficiency initiatives, and that Factoring and Payments revenue grew from the prior quarter.
Net income to common stockholders was $10.6 million, or $0.44 per diluted share, for the quarter ended June 30, 2026; non-core items reduced EPS by $0.13.
Factoring pretax operating income was $20.9 million, with revenue up 26.9% from the prior quarter and an operating margin of 39.4%.
Payments total revenue was $22.3 million, up 16.7% from the prior quarter and 29.4% year over year.
Intelligence total revenue was $2.4 million, flat from the prior quarter, with customer churn and lower ARR exiting June cited in the letter.
FVCBankcorp reported net income of $8.2 million, or $0.45 per diluted share, for the quarter ended June 30, 2026, up from $5.7 million, or $0.31 per share, a year earlier. The company called the results record earnings, but the quarter included a one-time $847 thousand pre-tax gain from the sale of its interest in Bearing Insurance Group, and the company also declared a $0.07 per share quarterly dividend.
Net income was $8.2 million for the quarter, up 45% from $5.7 million a year earlier and up 29% from $6.4 million in the first quarter of 2026.
Core operating earnings, a non-GAAP measure that excludes the one-time gain, rose 36% to $7.6 million.
Net interest margin widened to 3.53% from 2.90% a year earlier, and included $1.0 million in loan prepayment fees.
The board declared a $0.07 per share cash dividend, payable August 17, 2026, to holders of record on July 27, 2026.
National Bank Holdings reported second-quarter 2026 net income of $26.5 million, or $0.58 per diluted share, up from $20.8 million and $0.46 in the first quarter but down from $34.0 million and $0.88 a year earlier. Results include $11.4 million of acquisition and restructuring charges, and adjusted net income was $35.3 million, or $0.78 per diluted share.
Q2 2026 net income $26.5 million, $0.58 per diluted share, versus $20.8 million, $0.46 in Q1 2026 and $34.0 million, $0.88 in Q2 2025
Acquisition and restructuring charges of $11.4 million in Q2 2026 versus $15.3 million in Q1 2026; adjusted net income $35.3 million, $0.78 per diluted share
Loans increased $162.6 million to $9.8 billion at June 30, 2026; quarterly loan fundings of $926.9 million
Six-month net income $47.3 million, $1.04 per diluted share, versus $58.3 million, $1.51 in the first six months of 2025
Interactive Brokers Group reported results for the quarter ended June 30, 2026, with GAAP diluted EPS of $0.69, up from $0.51 a year earlier, and net revenues of $1.90 billion, up from $1.48 billion. Higher customer trading volumes and net interest income drove the gains, and the board declared a quarterly dividend of $0.0875 per share.
GAAP diluted EPS was $0.69 for the quarter versus $0.51 in the year-ago quarter; adjusted diluted EPS was also $0.69.
Net revenues were $1.90 billion versus $1.48 billion a year earlier; adjusted net revenues were $1.88 billion.
Income before income taxes was $1.46 billion versus $1.10 billion a year earlier.
Quarterly cash dividend of $0.0875 per share is payable September 14, 2026, to holders of record as of September 1, 2026.
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
Chubb reported second quarter 2026 net income of $2.85 billion, or $7.30 per share, down 3.8% from $2.97 billion a year earlier, while core operating income rose 14.6% to $2.84 billion, or $7.26 per share. Consolidated net premiums written rose 3.6% to $14.7 billion, and the company returned $1.37 billion to shareholders in the quarter through buybacks and dividends.
Net income was $2.85 billion ($7.30 per share) versus $2.97 billion ($7.35 per share) a year earlier
Core operating income was $2.84 billion ($7.26 per share), up 18.2% per share, with a P&C combined ratio of 83.8%
Consolidated net premiums written were $14.7 billion, up 3.6%; P&C net premiums written rose 3.0% to $12.77 billion
Capital returned to shareholders in the quarter was $1.37 billion, including $979 million of share repurchases and $395 million of dividends
FedEx filed unaudited supplemental historical financials recast for its new December fiscal year end and the June 1, 2026 spin-off of FedEx Freight, which is now presented as discontinued operations. On a recast basis, calendar 2025 revenue rose to $82.5 billion from $79.1 billion in 2024, and diluted earnings per share rose to $19.09 from $17.08. The figures are for information only and do not restate previously issued statements.
Fiscal year changed from May 31 to December 31, effective June 1, 2026; a seven-month transition period runs through December 31, 2026, covered in a Transition Report on Form 10-K.
Calendar 2025 recast total revenue was $82,463 million vs. $79,130 million in 2024; total operating income was $4,554 million vs. $3,272 million.
Diluted EPS for calendar 2025 was $19.09 vs. $17.08 in 2024; continuing operations diluted EPS was $14.62 vs. $10.74.
FedEx announced on July 1, 2026 that it will sell FedEx Supply Chain to CMA CGM Group for $1.4 billion, with closing expected in the second half of calendar 2026.
Pegasystems reported second-quarter 2026 revenue of $420.7 million, up 9% from a year earlier, while GAAP net income fell 56% to $13.3 million. The company said clients delayed purchasing decisions amid AI market changes, so ACV growth slowed significantly in the first half and may keep weighing on ACV growth and cash flow for the rest of 2026.
Q2 2026 total revenue was $420.7 million, up 9% from $384.5 million; first-half revenue was $850.7 million, down 1%.
Q2 GAAP diluted EPS was $0.08 versus $0.17; non-GAAP diluted EPS was $0.35 versus $0.28.
Annual contract value (ACV) reached $1.62 billion at June 30, 2026, up 7% (8% in constant currency); Pega Cloud ACV rose 22%.
First-half free cash flow was $288.3 million versus $286.5 million, but management warned cash flow may be adversely affected for the rest of the year.
Capital One furnished its monthly charge-off and delinquency metrics for the month ended June 30, 2026, under Regulation FD in an 8-K filed July 21, 2026. The data covers domestic credit card and auto loans, showing $934 million of card net charge-offs and $122 million of auto net charge-offs for the month. The filing gives no prior-period comparisons, so it does not show whether credit performance improved or worsened from May.
Domestic credit card net charge-offs were $934 million for June 2026, a 4.37% annualized rate on average loans of $256,201 million.
Domestic credit card 30+ day performing delinquencies were $8,770 million, a 3.39% rate on period-end loans of $259,005 million.
Auto net charge-offs were $122 million, a 1.65% rate; auto 30+ day performing delinquencies were $3,862 million, a 4.32% rate.
Auto nonperforming loans were $546 million, a 0.61% rate.
Bank First Corporation reported second-quarter 2026 net income of $24.7 million, or $2.21 per share, up from $16.9 million, or $1.71 per share, a year earlier and from $20.0 million, or $1.78 per share, in the first quarter. The results reflect the Centre acquisition, which added $1.48 billion in assets on January 1, 2026, and the board declared a quarterly dividend of $0.60 per share, up 33.3% from the prior-year second quarter.
Net interest income was $55.0 million, up $18.3 million from the second quarter of 2025.
Noninterest expense was $34.4 million, including $3.3 million of acquisition-related expenses, compared with $39.1 million in the first quarter.
Adjusted earnings per share (non-GAAP) were $2.45 for the quarter, versus $1.69 a year earlier.
The quarterly dividend of $0.60 per share is payable October 7, 2026, to shareholders of record as of September 23, 2026.
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