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).
Scilex Holding Company agreed on July 18, 2026 to sell Vivasor Holding Company shares of Vivasor preferred stock it had acquired in January 2026, for an aggregate price of $11,999,762.28. Payment is scheduled in tranches through June 30, 2027, and Vivasor may pay in cash, in shares of Datavault AI common stock, or a combination. The buyer is led by Scilex CEO Dr. Henry Ji, who is also Vivasor's CEO, a related-party arrangement shareholders may want to weigh.
Agreement dated July 18, 2026; Scilex sells 6,101,468 Series A-1 and 355,919 Series A-2 Vivasor preferred shares
Aggregate purchase price of $11,999,762.28, with $999,980.97 due July 18, 2026 and $4,999,901.10 due on or before September 30, 2026
Remaining installments of $1,999,960.07 each fall due by December 31, 2026, March 31, 2027 and June 30, 2027
Dr. Henry Ji serves as Scilex CEO, President and Chairperson and as CEO of Vivasor
The Toro Company said its board elected President and Chief Operating Officer Edric C. Funk as president and chief executive officer, effective November 1, 2026, as part of a planned succession. Richard M. Olson, CEO since November 2016, will become executive chairman on the same date, and Funk joined the board immediately.
Funk was elected by the board on July 21, 2026, joined the company in 1996, and has been president and COO since September 2025.
Funk's annual base salary rises from $715,000 to $1,000,000 effective November 1, 2026, with a fiscal 2027 cash incentive target of 120% of base salary.
Olson's base salary will be $763,000 as executive chairman, with a fiscal 2027 cash incentive target of 130% of base salary, effective November 1, 2026.
The board increased its size from nine to ten directors to seat Funk, whose term ends at the 2027 annual meeting.
On July 22, 2026, Public Storage said it had closed its acquisition of National Storage Affiliates Trust (NSA), with NSA common shares converted at 0.1400 Public Storage common share each. The company issued about 11.2 million common shares, and a joint venture holding 313 former NSA properties took on about $2.2 billion of debt. Public Storage expects the deal to be accretive to FFO per share within the first year after closing, with accretion rising to $0.35 to $0.50 per share once $110 to $130 million of run-rate synergies are realized over three to four years.
Exchange ratio: each NSA common share became 0.1400 of a Public Storage common share, plus cash for fractional shares
About 11,200,000 Public Storage common shares issued on the closing date
Joint venture of 313 properties, valued at about $3.2 billion, financed with about $2.0 billion mortgage and $237 million mezzanine loan
Expected synergies of $110 to $130 million over three to four years, with accretion of $0.35 to $0.50 per share
BioLife Solutions agreed on July 21, 2026 to be acquired by Repligen Corporation in a merger. Each BioLife share will receive $11.25 in cash and 0.1442 Repligen shares, which the press release values at $31.00 per share, a 24% premium to the 90-day VWAP through July 21, 2026. The deal is expected to close in the fourth quarter of 2026 and requires BioLife stockholder approval and other customary conditions.
Consideration per BioLife share: $11.25 in cash plus 0.1442 Repligen common shares, valued at $31.00 total in the press release
BioLife may owe Repligen a termination fee of $59,000,000 in specified circumstances
Mergers expected to close in the fourth quarter of 2026; outside date January 31, 2027, subject to extension
BioLife preliminary second-quarter 2026 revenue of $28.5 million, up 21% from $23.4 million; full results due August 6, 2026
Oceaneering reported second-quarter 2026 revenue of $768 million, up 10% from a year earlier, and diluted earnings per share of $0.65 versus $0.54. The company updated its full-year 2026 consolidated adjusted EBITDA guidance to $400 million to $440 million and said it is refinancing its debt, with the transactions to be completed in the third quarter.
Q2 2026 revenue $768 million (up 10%); operating income $88.2 million (up 11%); net income attributable to Oceaneering $65.0 million (up 19%)
Full-year 2026 consolidated adjusted EBITDA guidance is $400 million to $440 million; third-quarter EBITDA guidance is $115 million to $125 million
Planned $500 million of 6.875% senior notes due 2034, a tender offer for 2028 senior notes, and a revolver increase from $215 million to $345 million extended to July 2031
IMDS operating income fell by $4.5 million in the quarter; cash and cash equivalents were $629 million at June 30, 2026
NewHold Investment Corp IV said Chief Financial Officer Polly Schneck resigned effective July 22, 2026, to pursue other professional opportunities, and the board appointed John Boone as CFO effective the same day. The filing says her departure was not due to any disagreement with the company, its board or management. Compensation for Mr. Boone has not been finalized and will be disclosed later if required.
Polly Schneck resigned as CFO effective July 22, 2026; the filing states no disagreement on operations, policies or practices
John Boone appointed CFO effective July 22, 2026, with over a decade of public equity investing experience
Mr. Boone previously worked at Isomer Partners, Schonfeld Strategic Advisors and Scopia Capital Management
Compensation arrangements for Mr. Boone have not been finalized
WEX reported second-quarter 2026 revenue of $753.5 million, up 14.2%, and GAAP diluted earnings of $3.11 per share, up 57.1%. The company raised its full-year 2026 revenue and adjusted net income guidance, and said it bought back about $60 million of shares in the quarter. Operating cash flow was negative $77.6 million for the quarter, compared with $264.6 million provided a year earlier, which the company attributed mainly to higher domestic fuel prices affecting receivable balances.
Q2 2026 adjusted diluted EPS was $5.35, up 35.4%; GAAP diluted EPS was $3.11, up 57.1%.
Full-year 2026 revenue guidance raised to $2.86 billion to $2.90 billion, from $2.82 billion to $2.88 billion.
Full-year 2026 adjusted diluted EPS guidance raised to $19.68 to $20.08, from $18.95 to $19.55.
Share repurchases of about $60 million in Q2 and an additional $33 million through July 20, 2026.
First Industrial Realty Trust reported second-quarter 2026 diluted EPS of $0.58, up from $0.42 a year earlier, and FFO of $0.82 per share/unit, up from $0.76. The company raised the midpoint of its 2026 FFO guidance by $0.02 per share, to a range of $3.08 to $3.16 before advisory costs tied to a contested proxy campaign.
Q2 2026 total revenues were $194.9 million, versus $180.2 million in Q2 2025.
Net income available to common stockholders was $77.1 million in Q2 2026, versus $55.2 million a year earlier.
In-service occupancy was 94.9% at June 30, 2026, versus 94.2% a year earlier; cash same store NOI rose 6.7%.
Quarterly common dividend was $0.500 per share, up from $0.445 a year earlier. The company will hold a conference call on July 23, 2026.
Kaiser Aluminum reported preliminary, unaudited second-quarter 2026 results, with net sales of $1.26 billion and net income of $97 million, up from $823 million and $23 million a year earlier. The company raised its full-year 2026 outlook, now expecting Adjusted EBITDA growth of 45% to 55% year over year, which benefits shareholders while noting that metal price tailwinds are not assumed to continue.
Net sales rose to $1.26 billion from $823 million; shipments increased 6% to 306 million pounds.
Diluted EPS was $5.72 versus $1.41; adjusted diluted EPS was $5.53 versus $1.21.
Full-year 2026 Adjusted EBITDA growth outlook raised to 45% to 55%; Conversion Revenue expected at the high end of the 10% to 15% range.
Quarterly dividend of $0.77 per share declared, payable August 14, 2026; net debt leverage ratio improved to 2.1x.
Getty Realty reported second quarter 2026 net earnings of $0.36 per share, up from $0.24 a year earlier, with AFFO of $0.62 per share against $0.59. The company raised its 2026 AFFO per share guidance to $2.52 to $2.54 from $2.50 to $2.52, and it has invested $172.1 million year to date, which the filing says supports its outlook for the second half.
Q2 2026 net earnings of $0.36 per share vs. $0.24 in Q2 2025; FFO of $0.59 per share vs. $0.49
Q2 2026 revenues from rental properties of $58.6 million vs. $52.7 million, with total revenues of $59.1 million
2026 AFFO guidance raised to $2.52-$2.54 per diluted share from $2.50-$2.52; excludes prospective acquisitions, dispositions and capital markets activity
Year-to-date investments of $172.1 million as of the release date; committed pipeline of more than $95.0 million as of July 22, 2026
Vita Coco completed its acquisition of Copra, Inc. on July 22, 2026, with Copra becoming a wholly-owned subsidiary. Closing consideration was $175 million, paid partly in cash and partly in Vita Coco common stock, with up to $100 million more tied to Copra's 2028 results. The filing states that the acquisition does not materially affect Vita Coco's long-term Adjusted EBITDA margin target.
Closed July 22, 2026; Copra survives as a wholly-owned subsidiary of Vita Coco.
Closing consideration of $175 million: $140,000,210.59 in cash and 467,071 shares of Vita Coco common stock.
Earnout of at least $45 million and at most $100 million, based on Copra's 2028 Gross Profit, payable in cash, stock or both at Vita Coco's discretion.
Copra expects full-year 2026 Net Sales greater than $100 million; Vita Coco reports no change to its long-term financial targets.
Jackson Financial said its board approved Don Cummings as chief executive officer, president and director, and Brian Walta as executive vice president and chief financial officer, both effective October 1, 2026. CEO Laura Prieskorn will retire from her roles and as a director at the end of September 30, 2026, and will serve as an advisor through December 31, 2026. The filing reports pay terms for both new executives but no changes to financial results or guidance.
Don Cummings, currently CFO, becomes CEO and president effective October 1, 2026, with a base salary of $1.05 million, a 200% target bonus and a $7.85 million target long-term incentive award.
Laura Prieskorn retires as CEO, president and director at the end of September 30, 2026, and is expected to advise the company through December 31, 2026.
Globe Life reported second quarter 2026 net income of $3.65 per diluted share, up from $3.05 a year earlier, and net operating income of $3.61 per share, up from $3.27. The company raised its full-year 2026 earnings guidance to $15.55 to $15.95 per share, an increase of $0.10 at the midpoint.
Q2 2026 net income was $3.65 per diluted share vs. $3.05 in Q2 2025, up 20%.
Q2 2026 net operating income was $3.61 per diluted share vs. $3.27, up 10%.
Full-year 2026 EPS guidance raised to $15.55 to $15.95, up $0.10 at the midpoint.
The company repurchased 1.1 million shares for $175 million during the quarter.
Community Health Systems reported second-quarter 2026 results that show lower revenue, profit and adjusted EBITDA than a year earlier, and it updated its 2026 annual earnings guidance. The filing does not state the guidance figures in the text reviewed, so the direction of the change is not stated. The decline is partly tied to hospital divestitures, which reduced admissions by 11.4 percent.
Net operating revenues were $2.825 billion, down 9.8 percent from $3.133 billion a year earlier; same-store revenues rose 2.4 percent.
Net income attributable to stockholders was $70 million, or $0.51 per diluted share, versus $282 million, or $2.09, in the second quarter of 2025.
Adjusted EBITDA was $330 million, compared with $380 million a year earlier, a decline of 13.2 percent.
The company issued updated 2026 annual earnings guidance, with tables on pages 16 and 17 of the press release; those figures are not in the text reviewed.
NETSTREIT reported second-quarter 2026 results on July 22, 2026, with diluted AFFO per share of $0.35, up from $0.33 a year earlier, and diluted net income per share of $0.06, up from $0.04. The company raised its full-year 2026 AFFO per share guidance to $1.37-$1.39 from $1.36-$1.39, raised its net investment guidance to $700 million-$800 million from $550 million-$650 million, and increased its quarterly dividend 2.3% to $0.225 per share.
Q2 2026 AFFO per diluted share was $0.35 versus $0.33 in Q2 2025; FFO per diluted share was $0.34 versus $0.31.
Gross investment activity totaled $298.9 million in the quarter at a 7.4% blended cash yield.
2026 net investment guidance was raised to $700 million-$800 million from $550 million-$650 million.
Quarterly dividend increased to $0.225 per share, payable September 15, 2026 to holders of record on September 1, 2026.
Wyndham reported second-quarter 2026 net income of $102 million, up 17% from a year earlier, and raised its full-year 2026 adjusted diluted EPS and adjusted EBITDA outlook. Net revenues fell 6% to $375 million, and the company removed Revo-related revenue from its outlook because of that franchisee's insolvency.
Net revenues fell 6% to $375 million from $397 million; net income rose 17% to $102 million from $87 million.
Diluted EPS was $1.36 versus $1.13; adjusted diluted EPS was $1.48 versus $1.33, or about 3% higher on a comparable basis.
Full-year 2026 adjusted diluted EPS outlook raised to $4.71-$4.83 from $4.62-$4.80; adjusted EBITDA outlook raised to $735-$745 million from $730-$745 million.
Returned $86 million to shareholders in the quarter, including $54 million of share repurchases; net debt leverage was 3.5 times.
Equity Residential (NYSE: EQR) reported second-quarter 2026 diluted EPS of $0.30, down from $0.50, mainly on lower property sale gains, while FFO per share rose 2.0% to $1.00. It raised the midpoint of its full-year same-store revenue and NOI guidance but withdrew its EPS, FFO and Normalized FFO guidance because of the pending all-stock merger with AvalonBay. The filing names Equity Residential (NYSE: EQR), not VIVMARK RESIDENTIAL (VMRK) as listed in the request, so this summary reflects the filing's company.
Q2 2026 diluted EPS was $0.30 versus $0.50 in Q2 2025, down 40.0%; six-month EPS was $0.54 versus $1.18.
Q2 2026 FFO per share was $1.00, up 2.0% from $0.98; Normalized FFO per share was $1.02, up 3.0% from $0.99.
Same-store revenue guidance for 2026 is now 2.1% to 2.7% and NOI guidance 1.5% to 2.1%; the midpoints were raised.
EPS, FFO and Normalized FFO guidance was withdrawn due to the pending merger with AvalonBay, with shareholder meetings set for August 12, 2026.
Domo, Inc. signed an Asset Purchase Agreement on July 22, 2026 to sell substantially all assets of its AI and Data Platform Business to Progress Software Corporation for an aggregate purchase price of approximately $400 million, subject to cash and debt adjustments. Majority stockholders signed a written consent the same day approving the deal, so no further stockholder vote is required, and the company does not intend to liquidate, instead evaluating uses of the proceeds, including acquiring assets that could use its net operating loss carryforwards.
Purchase price is approximately $400 million, subject to a cash adjustment if acquired cash is below $25 million and an adjustment for unpaid indebtedness.
Majority stockholders executed a written consent on July 22, 2026; closing requires the Hart-Scott Rodino waiting period to expire and an information statement to be filed with the SEC.
Domo would owe Progress a $13.5 million termination fee in specified circumstances, including a competing proposal or lender enforcement actions.
Domo retains its net operating loss carryforwards and adopted a Tax Benefits Preservation Plan the same day.
United Rentals reported second-quarter 2026 total revenue of $4.410 billion, up from $3.943 billion a year earlier, and net income of $753 million, up from $622 million. The company also raised its full-year 2026 outlook, including total revenue of $17.5 billion to $17.8 billion and adjusted EBITDA of $7.975 billion to $8.125 billion. Quarterly results include a $49 million pre-tax gain from the sale of part of its scaffolding business.
Q2 2026 diluted EPS was $12.03, versus $9.59 a year earlier; adjusted EPS was $12.76.
The scaffolding sale gain contributed $0.58 per diluted share after tax, or $37 million.
Full-year 2026 total revenue outlook raised to $17.5 billion to $17.8 billion from $16.9 billion to $17.4 billion.
Full-year adjusted EBITDA outlook raised to $7.975 billion to $8.125 billion from $7.625 billion to $7.875 billion.
On July 22, 2026, Progress Software agreed to acquire substantially all assets of Domo's AI and Data Platform Business for a purchase price of about $400 million, paid with cash and its existing revolving credit facility. The same day, Progress said its fiscal third-quarter revenue and non-GAAP earnings per share are expected to be within or above the high end of its June 30, 2026 guidance. Closing requires regulatory clearance and a Domo stockholder information statement, and the deal has no financing condition.
Purchase price of about $400 million, subject to adjustments for cash acquired at closing and outstanding indebtedness
Progress expects to close within its fiscal year ending November 30, 2026, subject to the Hart-Scott-Rodino waiting period and other customary conditions
Domo's business has about 2,400 customers; Domo's trailing twelve-month revenue was about $318 million as of April 2026, per the investor presentation
Progress reiterated Q3 guidance for revenue and non-GAAP EPS within or above the high end of the June 30, 2026 range; full results are due on a September 30, 2026 call
Molina Healthcare reported second quarter 2026 results on July 22, 2026, with GAAP net income down 76% to $60 million and adjusted EPS of $1.51, compared with $5.48 a year earlier. The company raised its full-year 2026 adjusted EPS guidance by $0.25 to at least $5.25, which it said reflects first-half Medicaid performance, while a $1.50 Medicare increase was offset by a $1.50 Marketplace decrease. For shareholders, quarterly profit fell sharply, while the full-year outlook moved higher.
Q2 2026 GAAP EPS was $1.19 versus $4.75 a year earlier; adjusted EPS was $1.51 versus $5.48.
Total revenue was $10.9 billion versus $11.4 billion; premium revenue fell 6% on lower membership.
Full-year 2026 adjusted EPS guidance rose $0.25 to at least $5.25; GAAP EPS guidance is at least $2.15.
Guidance includes a $1.50 per share loss from the new Florida Medicaid contract in Q4 2026 and a $1.00 per share loss from the traditional MAPD product it plans to exit for 2027.
EastGroup Properties reported second-quarter 2026 diluted EPS of $1.40, up from $1.20, and FFO excluding gains on involuntary conversion and business interruption claims of $2.36 per share, up 6.8% from $2.21. The company revised its 2026 FFO guidance to $9.52 to $9.66 per share from $9.46 to $9.66 in April, which raises the low end for shareholders.
Q2 2026 diluted EPS was $1.40 versus $1.20 in Q2 2025, including $5 million ($0.10 per share) in gains on sales of real estate.
FFO excluding gains on involuntary conversion and business interruption claims was $2.36 per diluted share, up 6.8% from $2.21.
2026 FFO per share guidance is now $9.52 to $9.66, up from $9.46 to $9.66 in April; 2026 EPS guidance is $5.83 to $5.97.
A quarterly dividend of $1.55 per share was paid on July 15, 2026, the company's 186th consecutive quarterly cash distribution.
Century Communities reported second-quarter 2026 revenue of $927.2 million, down from $1.0 billion a year earlier, while net income rose to $36.1 million, or $1.26 per diluted share, from $34.9 million, or $1.14, in the same quarter of 2025. The company raised the midpoint and low end of its full-year 2026 home delivery guidance to 9,750 to 10,500 homes, which matters to shareholders because it signals higher expected volume for the year, although first-half net income was lower than in 2025.
Q2 2026 total revenues of $927.2 million vs. $1,000.7 million in Q2 2025; deliveries of 2,506 homes vs. 2,587
Q2 2026 net income of $36.1 million, or $1.26 per diluted share, vs. $34.9 million, or $1.14, in Q2 2025
Six-month 2026 net income of $60.6 million vs. $74.2 million in the first half of 2025
Full-year 2026 delivery guidance raised to 9,750 to 10,500 homes, with home sales revenues expected at $3.5 billion to $3.8 billion
Crown Castle reported second-quarter 2026 results on July 22, 2026. Site rental revenues fell 4% to $967 million and net income fell to $94 million from $291 million, while AFFO rose 10% to $488 million, helped by lower interest expense after the sale of its Fiber and Small Cell businesses. The company raised the midpoint of its full-year 2026 AFFO outlook by $5 million to $1,975 million.
Q2 2026 site rental revenues were $967 million, down from $1,008 million in Q2 2025; diluted EPS was $0.22 versus $0.67.
Q2 2026 AFFO was $488 million, or $1.13 per share, up 10% from Q2 2025.
Full-year 2026 AFFO outlook midpoint rose $5 million to $1,975 million; AFFO per share midpoint was unchanged at $4.59.
The Fiber and Small Cell sale closed May 1, 2026 for $8.4 billion in net proceeds, and the company completed $1 billion of share repurchases after the close.
American Healthcare REIT said Danny Prosky retired as CEO and President effective July 21, 2026, and the board named Jeff Hanson CEO that day; Hanson, who had been interim CEO since February 2026, also remains Chairman. Prosky stays on the board, and Gabe Willhite was elevated to President while remaining Chief Operating Officer, which changes who runs day-to-day operations and sets new pay terms for the top executives.
Jeff Hanson named CEO effective July 21, 2026; he continues as Chairman. His base salary is $965,000 and his target annual bonus is 160% of base salary.
Hanson received two equity grants, each with a grant date fair value of $2,072,534: time-based RSUs vesting over three years and performance-based RSUs cliff-vesting December 31, 2028.
Danny Prosky's release of claims agreement provides a $35,000 lump sum for continuation medical coverage and accelerated vesting of an unvested restricted stock award scheduled to vest February 9, 2028.
Gabe Willhite was named President and Chief Operating Officer, with a $100,000 cash pay increase and target bonus raised to 125% of base pay; Scott Estes was named Lead Independent Director with a $40,000 added annual retainer.
Essential Properties Realty Trust reported second quarter 2026 results on July 22, 2026, with diluted net income per share of $0.34, up from $0.32 a year earlier, and AFFO per share of $0.50, up from $0.46. The company raised its 2026 AFFO per share guidance to $2.01 to $2.05 and its 2026 investment volume guidance to $1.2 billion to $1.5 billion, which signals higher expected cash earnings and portfolio growth for shareholders.
Q2 2026 diluted net income per share was $0.34 versus $0.32 in Q2 2025; diluted AFFO per share was $0.50 versus $0.46.
Total revenues were $161.9 million for the quarter versus $137.1 million a year earlier.
2026 AFFO per share guidance is $2.01 to $2.05; 2026 investment volume guidance is $1.2 billion to $1.5 billion.
The company closed $332.4 million of investments in the quarter at a 7.8% weighted average cash cap rate and declared a $0.32 per share dividend for the quarter ended June 30, 2026.
ServiceNow reported second-quarter 2026 total revenues of $3,987 million, up 24% from a year earlier, and said subscription revenues exceeded the high end of its guidance range by 150 basis points. The company raised its full-year 2026 subscription revenue guidance, but GAAP income from operations fell to $162 million from $358 million and GAAP net income fell to $298 million, or $0.29 per diluted share, from $385 million, or $0.37.
Total revenues $3,987 million, up 24% year over year; subscription revenues $3,877 million, up 24.5%.
GAAP net income $298 million, or $0.29 per diluted share, versus $385 million, or $0.37, in Q2 2025.
FY 2026 GAAP subscription revenue guidance set at $15,760 million to $15,780 million, raised to reflect net new ACV strength.
Q3 2026 GAAP subscription revenue guidance of $3,975 million to $3,980 million; FX expected to be an approximately $35 million year-over-year headwind to Q3 cRPO.
Goosehead reported second-quarter 2026 total revenues of $113.4 million, up 21% from the prior-year period, and net income of $17.0 million, up from $8.3 million. The company raised its full-year 2026 guidance, and CEO Mark Miller said he will retire December 31, 2026, with President and COO Mark Jones, Jr. succeeding him January 1, 2027.
Total revenues $113.4 million, up 21%; net income $17.0 million vs. $8.3 million a year earlier
Core Revenue $95.6 million, up 10%; Adjusted EBITDA $37.9 million, up 30%
2026 guidance raised: organic total revenue growth of 12% to 19% and total written premium growth of 12% to 20%
Mark Miller retires as CEO effective December 31, 2026; Mark Jones, Jr. becomes CEO January 1, 2027 and Miller remains on the Board
IBM reported second-quarter 2026 revenue of $17.2 billion, up 1% from a year earlier, while GAAP diluted earnings per share fell to $2.27 from $2.31. The company now expects full-year 2026 constant currency revenue growth of 4% to 5% and continues to expect free cash flow to rise by about $1 billion year over year. Shareholders get mixed signals: revenue edged up and operating (non-GAAP) EPS rose 5% to $2.93, but GAAP earnings declined.
Q2 2026 revenue $17.2 billion, up 1%; GAAP gross profit margin 57.7%, down 1.0 points
GAAP diluted EPS $2.27 vs $2.31 a year earlier; operating (non-GAAP) diluted EPS $2.93, up 5%
Full-year 2026 outlook: constant currency revenue growth of 4% to 5%; free cash flow expected to rise about $1 billion
Board declared a quarterly dividend of $1.69 per share, payable September 10, 2026, to holders of record on August 10, 2026
Reliance reported second quarter 2026 net sales of $4.63 billion, up 15% from the first quarter and 26.5% from a year earlier, with diluted EPS of $6.29 versus $4.42 a year earlier. Non-GAAP EPS of $6.27 exceeded the high end of management's $5.15 to $5.35 guidance range, though LIFO expense of $1.64 per share was well above the $0.54 management had expected. The company guided to third quarter non-GAAP EPS of $6.40 to $6.60.
Net sales $4.63 billion, up 15% sequentially and 26.5% year-over-year; pretax income $429.8 million, up 41% year-over-year
Non-GAAP EPS $6.27 versus management guidance of $5.15 to $5.35; LIFO expense $1.64 per share versus $0.54 expected
Third quarter 2026 non-GAAP EPS guidance of $6.40 to $6.60, including about $0.60 from the U.S. border wall project
Quarterly dividend of $1.25 per share declared July 17, 2026, payable August 28, 2026
Kinder Morgan reported record second-quarter net income attributable to KMI of $867 million, up from $715 million a year earlier, and Adjusted EPS of $0.37, up 32%. The company now expects 2026 Adjusted EBITDA more than 5% and Adjusted EPS more than 12% above its budget, and declared a $0.2975 quarterly dividend. Project backlog fell to $9.6 billion, down $500 million from the first quarter, as large projects were placed in service.
Q2 net income attributable to KMI was $867 million, up from $715 million in Q2 2025, an all-time record for the second quarter.
Q2 EPS was $0.39, up 22%; Adjusted EPS was $0.37, up 32%.
Adjusted EBITDA was $2,199 million, up 12% from Q2 2025.
For 2026, KMI expects Adjusted EBITDA more than 5% and Adjusted EPS more than 12% favorable to budget; the quarterly dividend is $0.2975 per share, payable August 17, 2026.
Las Vegas Sands reported second-quarter 2026 net revenue of $3.15 billion, down from $3.18 billion a year earlier, and net income of $373 million, down from $519 million. The company said unusually low hold in Macao rolling play hurt results, and on July 21, 2026 its board raised the remaining buyback authorization to $6.0 billion, extended to July 21, 2029.
Net revenue $3.15 billion vs. $3.18 billion in Q2 2025; diluted EPS $0.53 vs. $0.66
Adjusted earnings per diluted share $0.59 vs. $0.79; consolidated adjusted property EBITDA $1.12 billion vs. $1.33 billion
Company repurchased $787 million of common stock in the quarter; remaining authorization was $29 million as of June 30, 2026
Quarterly dividend of $0.30 per share payable August 12, 2026, to holders of record on August 4, 2026
Southwest reported second quarter 2026 net income of $233 million, or $0.47 diluted EPS, up from $213 million, or $0.39, a year earlier, on operating revenues of $8.4 billion, up 16.4%. The company lowered its full-year 2026 adjusted EPS guidance to $3.25 to $4.25, replacing its prior expectation of at least $4.00, citing fuel costs in a volatile fuel environment.
Q2 2026 net income $233 million, $0.47 diluted EPS, versus $213 million, $0.39 in Q2 2025; adjusted diluted EPS $0.94 versus $0.43
Q2 operating revenues $8.4 billion, up 16.4%, including a $285 million breakage revenue adjustment that the company excluded from adjusted results
Full-year 2026 adjusted EPS guidance now $3.25 to $4.25, replacing prior expectation of at least $4.00
Third quarter 2026 adjusted EPS guidance $0.50 to $0.75; Q2 fuel cost $3.92 per gallon, up $889 million year-over-year
Pathward Financial reported fiscal third-quarter net income of $29.0 million, or $1.37 per diluted share, for the three months ended June 30, 2026, down from $42.1 million, or $1.81 per share, a year earlier. The company attributed the drop mainly to credit deterioration in a few larger commercial loans, which pushed its provision for credit losses and nonperforming loans sharply higher.
Net income was $29.0 million, or $1.37 per diluted share, versus $42.1 million, or $1.81, in the same quarter of fiscal 2025.
Provision for credit losses was $28.3 million, compared with $9.3 million a year earlier; nonperforming loans and leases were $275.1 million, or 5.28% of gross loans, versus $71.3 million, or 1.49%.
Net interest income fell 8% to $112.9 million, while noninterest income rose 4% to $76.7 million and noninterest expense fell 7% to $129.1 million.
The company repurchased 303,632 shares at an average price of $92.18 and had 3,127,179 shares remaining under its repurchase program as of June 30, 2026.
NVE Corporation reported revenue of $11.0 million for the quarter ended June 30, 2026, up 81% from $6.10 million a year earlier, and net income of $6.39 million, or $1.32 per diluted share, up from $0.74. The board also approved a quarterly cash dividend of $1.00 per share, which gives shareholders a cash payment on top of the strong quarterly growth.
Revenue rose 81% to $11.0 million; product sales increased 82% and contract research and development revenue increased 53%.
Net income rose 79% to $6.39 million, or $1.32 per diluted share, compared with $3.58 million, or $0.74 per share, a year earlier.
The board approved a $1.00 per share quarterly cash dividend, payable August 31, 2026, to shareholders of record as of August 3, 2026.
Texas Instruments reported second-quarter revenue of $5.46 billion, up 23% from a year earlier, and net income of $1.98 billion, up 53%. Diluted EPS was $2.14, which included a 5-cent benefit not in the company's original guidance, and the company guided third-quarter revenue to $5.65 billion to $6.15 billion and EPS to $2.23 to $2.57.
Q2 revenue $5.46 billion vs $4.45 billion a year earlier; operating profit $2.31 billion, up 48%
Diluted EPS $2.14 vs $1.41; includes a 5-cent benefit not in original guidance
Third-quarter outlook: revenue $5.65 billion to $6.15 billion; EPS $2.23 to $2.57
Free cash flow for the trailing 12 months was $6.5 billion; dividends declared were $1.42 per share vs $1.36
Alphabet reported second-quarter 2026 results for the quarter ended June 30, 2026, with revenue up 24% to $119.8 billion and operating income up 30% to $40.8 billion. Net income available to common stockholders rose to $112.1 billion, helped by a $98.0 billion net gain in other income, mainly unrealized gains on equity securities. The company also raised $49.6 billion from a stock and preferred stock issuance and $20.3 billion from senior notes in the quarter, to fund AI infrastructure and other general corporate purposes.
Google Cloud revenue rose 82% to $24.8 billion, and its operating income was $8.8 billion versus $2.8 billion a year earlier.
Diluted EPS was $9.11, up from $2.31; the filing says the equity securities gain added $6.26 to diluted EPS.
Free cash flow was negative $5.9 billion in the quarter, as purchases of property and equipment reached $44.9 billion.
The Board declared a quarterly common dividend of $0.22 per share, payable September 14, 2026 to holders of record on September 7, 2026.
Range Resources reported second quarter 2026 results, with GAAP net income of $195 million ($0.83 per diluted share), down from $238 million ($0.99 per share) a year earlier, on total revenues and other income of $834 million, down 3%. The company raised its full-year 2026 NGL price guidance and narrowed its natural gas and oil differential guidance, while keeping its capital budget and production outlook unchanged, and it repurchased $78 million of shares during the quarter.
Net income was $195 million ($0.83 per diluted share) versus $238 million ($0.99) in Q2 2025; earnings include a $74 million mark-to-market derivative gain.
Adjusted net income comparable to analysts' estimates was $186 million ($0.79 per diluted share).
Full-year 2026 NGL guidance raised to Mont Belvieu plus $2.00 to $2.50 per barrel from plus $1.25 to $2.50; natural gas differential narrowed to NYMEX minus $0.35 to $0.40.
Net debt was approximately $881 million as of June 30, 2026, down from $1.22 billion at December 31, 2025; 2026 capital budget remains $650 million to $700 million.
Red Cat Holdings' board determined that Chief Revenue Officer Geoffrey Hitchcock was terminated for cause, effective July 23, 2026, and that he is not entitled to severance or accelerated equity vesting. On July 21, 2026, Mr. Hitchcock filed a civil complaint against the company seeking damages in an unspecified amount, which the company says is without merit.
Termination of Chief Revenue Officer Geoffrey Hitchcock is effective July 23, 2026, based on a for-cause determination made July 17, 2026.
Mr. Hitchcock is not entitled to severance or acceleration of equity vesting, except for salary and benefits earned through the termination date.
Mr. Hitchcock filed a civil complaint on July 21, 2026, alleging retaliatory termination, breach of contract and breach of the implied covenant of good faith; damages are unspecified.
The company says the claims are without merit and will evaluate potential counterclaims.
Repligen agreed to acquire BioLife Solutions for a total enterprise value of about $1.5 billion, paid in Repligen stock and cash, with closing expected in the fourth quarter of 2026. Repligen also reported preliminary second-quarter revenue growth of about 12% as reported and 13% organic, which it said is the company's own estimate and remains subject to its quarter-end close.
BioLife holders receive $11.25 cash plus 0.1442 Repligen shares per share, valued at $31.00 per share, a 24% premium to the 90-day VWAP ended July 21, 2026
Total enterprise value of about $1.5 billion, comprising 64% Repligen common stock and 36% cash; the cash is to come from cash on hand
Expected to close in the fourth quarter of 2026; BioLife may owe Repligen a $59,000,000 termination fee in certain circumstances
Preliminary Q2 2026 revenue growth of about 12% reported and 13% organic; Repligen will report full results on July 28, 2026
Kensington Capital Acquisition Corp. VI, a special purpose acquisition company, signed a business combination agreement on July 21, 2026, with critical minerals refiner Nth Cycle, Inc. Kensington will become a Delaware corporation renamed Nth Cycle Holdings, Inc., and its shares are expected to trade on the NYSE under the symbol NTH. The deal is expected to close in the fourth quarter of 2026, subject to shareholder approvals and other conditions, and implies a pro forma enterprise value of approximately $585 million.
Business combination agreement signed July 21, 2026; closing expected in the fourth quarter of 2026, subject to Kensington shareholder and Nth Cycle stockholder approvals
Implied pro forma enterprise value of approximately $585 million, assuming no Kensington redemptions
Up to $230 million in Kensington trust proceeds, subject to redemptions, plus a common stock PIPE of up to $100 million, with $40 million committed to date
Nth Cycle holders to receive New Nth Cycle common stock based on 50,700,200 shares divided by fully diluted capital, plus up to 20,000,000 earnout shares
Apex Treasury Corp, a blank check company listed on Nasdaq as APXT, signed a business combination agreement with AI data center developer TECfusions, Inc. that values TECfusions at $4.0 billion. The deal would make TECfusions a publicly traded company, expected to trade as TECF, with closing anticipated in the fourth quarter of 2026 subject to Apex shareholder approval and other conditions.
Equity valuation of $4.0 billion; 400.0 million new shares of common stock issued to TECfusions stockholders at $10.00 per share
$35 million private placement (PIPE) from an institutional investor at the same $10.00 per share valuation
Closing requires Apex shareholder approval and at least $45.0 million in Available Closing Cash; outside termination date is March 31, 2027
Joint investor webinar scheduled for Tuesday, July 28, 2026 at 11:00am Eastern Time
Utz Brands, Inc. entered into a merger agreement on July 20, 2026, under which Merger Sub will merge into the company and Utz will become an indirect wholly owned subsidiary of Intersnack Group GmbH & Co. KG. Each Class A share will convert into the right to receive $14.25 in cash, and the company's special committee and board recommended that stockholders vote in favor. The filing text is cut off before the full closing conditions, so completion depends on terms not shown here.
Merger Consideration: $14.25 per Class A share in cash, net of applicable withholding taxes
Parent is Intersnack Group GmbH & Co. KG; Acquiror is Idaho USA, Inc.
Special committee of disinterested directors unanimously recommended the deal, and the board approved it and recommended a stockholder vote in favor
Under the agreement, quarterly cash dividends may not exceed $0.063 per share, and special dividends may not exceed $0.01 per year
FirstCash Holdings announced that CEO and Vice Chairman Rick Wessel will become Executive Chairman and step down as CEO effective January 1, 2027, with President and COO Brent Stuart succeeding him as CEO on that date. The board also elected Stuart as a director effective July 22, 2026, and Chairman Dan Feehan will retire from the chairmanship on the transition date while remaining on the board. Stuart's and Wessel's compensation has not yet been determined and will be disclosed in a future amendment.
Rick Wessel moves from CEO to Executive Chairman effective January 1, 2027, and expects to serve on the board for at least three years.
Brent Stuart, 56, President and COO since September 2016, will become CEO effective January 1, 2027, and keep direct responsibility for day-to-day operations.
Stuart was elected to the board effective July 22, 2026, and will not receive separate board compensation.
Dan Feehan will retire as Chairman of the Board on January 1, 2027, and remain a board member.
Teledyne reported second-quarter 2026 net sales of $1,662.5 million, up 9.8%, and GAAP diluted earnings per share of $5.37 compared with $4.43 a year earlier. The company raised its full-year 2026 GAAP EPS outlook to $20.73 to $20.99 from $20.08 to $20.44, and its non-GAAP EPS outlook to $24.45 to $24.65 from $23.85 to $24.15.
Second-quarter non-GAAP diluted EPS was $6.28, up 20.8% from last year.
Second-quarter cash from operations was $315.2 million and free cash flow was $284.7 million.
The company repaid $450 million of gross debt at the start of the quarter; the quarter-end consolidated leverage ratio was 1.1x.
Third-quarter 2026 GAAP EPS is expected at $5.10 to $5.25, and non-GAAP EPS at $6.05 to $6.15.
Iridium reported second quarter 2026 revenue of $225.2 million, up 4% from a year earlier, while net income fell to $9.7 million, or $0.09 per diluted share, from $22.0 million, or $0.20. The company attributed the profit decline mainly to higher transaction costs tied to its pending acquisition by Rocket Lab, which is expected to close in mid-2027 subject to Iridium stockholder approval. Iridium will not hold a conference call or provide financial guidance.
Total revenue was $225.2 million, up 4% from $216.9 million; service revenue was 72% of total.
Net income was $9.7 million, or $0.09 per diluted share, versus $22.0 million, or $0.20, a year earlier.
Operational EBITDA was $119.1 million, down from $121.3 million, due partly to a $3.9 million increase in accrued incentive compensation.
Rocket Lab acquisition agreement dated June 28, 2026 is expected to close in mid-2027; the company will not provide guidance.
Westinghouse Air Brake Technologies (Wabtec) reported second-quarter 2026 sales of $3.18 billion, up 17.5%, with GAAP diluted EPS of $2.33, up 18.9%, and adjusted EPS of $2.76, up 21.6%. The company raised its 2026 revenue guidance to $12.30 billion to $12.60 billion and its adjusted EPS guidance to $10.60 to $10.90, which matters to shareholders because both headline measures improved and the outlook was lifted.
Q2 2026 net sales were $3.18 billion, up 17.5% from $2.71 billion a year earlier; GAAP operating margin was 18.9%.
2026 revenue guidance raised to $12.30 billion to $12.60 billion; adjusted EPS guidance raised to $10.60 to $10.90.
Cash from operations was $441 million versus $209 million a year earlier; the company repurchased $215 million of its shares during the quarter.
Moody's reported second-quarter 2026 revenue of $2,185 million, up 15% from a year earlier, and diluted EPS of $5.03 versus $3.21. Diluted EPS included a $181 million gain on business divestitures, while adjusted diluted EPS rose 31% to $4.68. The company raised its full-year share repurchase guidance to up to $3.0 billion and narrowed its adjusted EPS guidance to $16.50 to $17.00, though it lowered the top of its GAAP diluted EPS range to $16.50.
Revenue of $2,185 million, up 15%; Moody's Investors Service revenue rose 25% to $1,260 million
Diluted EPS of $5.03 vs. $3.21; adjusted diluted EPS of $4.68 vs. $3.56, up 31%
Share repurchase guidance raised to up to $3.0 billion from approximately $2.5 billion
GAAP diluted EPS guidance now $16.00 to $16.50, down from $16.00 to $16.60; adjusted range $16.50 to $17.00
Northern Trust reported second-quarter 2026 net income of $792.2 million, or $4.23 per diluted share, up from $421.3 million and $2.13 a year earlier, and up from $525.5 million and $2.71 in the first quarter. Results include a $525.4 million pre-tax gain from the Visa Exchange Offer, partly offset by $145.6 million in pre-tax notable expense items, and the board approved a 10% increase to the quarterly dividend on July 21, 2026.
Q2 2026 net income of $792.2 million and diluted EPS of $4.23, versus $421.3 million and $2.13 in Q2 2025.
Total revenue on a fully taxable equivalent basis rose 35% year over year to $2,705.6 million.
Pre-tax notable items included a $525.4 million Visa gain, a $73.9 million securities loss and $145.6 million of expense items.
The board approved an $0.08, or 10%, increase to the quarterly dividend at its July 21, 2026 meeting.
RPM reported record fiscal 2026 fourth-quarter and full-year sales, with full-year net income attributable to stockholders down 4.0% to $661.4 million on a GAAP basis, while adjusted diluted EPS rose 4.3% to $5.53. The company also gave fiscal 2027 outlook for sales growth of 3% to 7% and adjusted EBITDA growth of 5% to 10%, and its board raised the share repurchase authorization by $700 million.
Fiscal 2026 net sales were a record $7.86 billion, up 6.7%; diluted EPS was $5.17, down 3.4%, and adjusted diluted EPS was $5.53, up 4.3%.
Fourth-quarter net sales were $2.23 billion, up 7.2%; diluted EPS was $1.73, down 1.7%, and adjusted diluted EPS was $1.89, up 9.9%.
Fiscal 2027 outlook: consolidated sales up 3% to 7% and adjusted EBITDA up 5% to 10% versus prior-year record results.
The board authorized a $700.0 million increase to the share repurchase program, in addition to $114.8 million previously available; an investor day is set for November 9, 2026.
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