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).
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.
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.
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.
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.
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
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
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
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.
D.R. Horton reported fiscal third-quarter 2026 results for the period ended June 30, 2026. Net income attributable to the company fell 12% to $904.9 million, and diluted earnings per share fell 5% to $3.20, while revenue was roughly flat at $9.2 billion. The company also updated its fiscal 2026 revenue and homes-closed guidance and declared a $0.45 quarterly dividend.
Net income attributable to D.R. Horton decreased 12% to $904.9 million; diluted EPS decreased 5% to $3.20 for the quarter.
Consolidated revenues were $9.2 billion, and homes closed rose 4% to 23,983 homes.
Fiscal 2026 consolidated revenue guidance was updated to $32.5 billion to $33.0 billion.
Quarterly dividend of $0.45 per share declared, payable August 13, 2026 to holders of record on August 6, 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.
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.
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.
Synchrony Financial reported second quarter 2026 net earnings of $885 million, or $2.59 per diluted share, compared with $967 million, or $2.50 per diluted share, a year earlier. Net earnings fell as other expense rose $86 million and the provision for credit losses increased $55 million, while the per-share figure improved as the share count dropped. The company returned $950 million to shareholders in the quarter, including $850 million of share repurchases.
Net earnings were $885 million, down $82 million or 8% from $967 million in the second quarter of 2025.
Diluted EPS was $2.59, up from $2.50 a year earlier.
Purchase volume rose 8% to $49.8 billion, which the company called an all-time high.
The company returned $950 million to shareholders, including $850 million of share repurchases, and had $5.7 billion of repurchase authorization remaining as of June 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.