AI filing briefs · archive

8-K filings in July 2026, explained

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).

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121 of 1,916 briefs match

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PCGPG&E Corp Jul 22, 8:21 PM ET

PG&E Q2 2026 core EPS rises to $0.40 from $0.31; 2026 guidance reaffirmed

Positive earnings Written later 2.027.01

PG&E Corporation reported second-quarter 2026 GAAP income available for common shareholders of $733 million, or $0.33 per diluted share, up from $521 million, or $0.24, a year earlier. The company reaffirmed its full-year 2026 non-GAAP core EPS guidance of $1.64 to $1.66 per share, so earnings rose and the outlook was unchanged.

  • Non-GAAP core earnings were $920 million, or $0.40 per diluted share, for Q2 2026, versus $674 million, or $0.31, in Q2 2025.
  • First-half 2026 GAAP EPS was $0.72 versus $0.51, and non-GAAP core EPS was $0.83 versus $0.64.
  • Non-core items totaled $164 million after tax, or $0.07 per share, in Q2 2026.
  • The Utility completed a $2.2 billion bond issuance in June, bringing 2026 Utility debt financings to $4.4 billion.
Read the filing on SEC.gov ↗
LBRTLiberty Energy Inc. Jul 22, 6:14 PM ET

Liberty Energy Q2 revenue rises 14% to $1.2 billion, but profit falls year over year

Mixed earnings Written later 2.02

Liberty Energy reported second quarter 2026 results with revenue up 14% from a year earlier to $1.2 billion. Net income fell to $43 million, or $0.26 per diluted share, from $71 million, or $0.43, in the second quarter of 2025, and Adjusted EBITDA declined 16% to $151 million. For shareholders, the quarter shows higher sales but lower profit, and the company also disclosed a quarterly dividend of $0.09 per share payable September 18, 2026.

  • Revenue of $1.2 billion, up 14% from $1.0 billion in Q2 2025 and up 16% from Q1 2026
  • Net income of $43 million, or $0.26 per diluted share, versus $71 million, or $0.43, in Q2 2025
  • Adjusted EBITDA of $151 million, down 16% from $181 million in Q2 2025 and up 20% from $126 million in Q1 2026
  • Cash on hand of $555 million and total debt of approximately $1.3 billion as of June 30, 2026
Read the filing on SEC.gov ↗
PKGPACKAGING CORP OF AMERICA Jul 22, 6:04 PM ET

Packaging Corp. of America Q2 EPS falls to $2.15; sales rise to $2.5 billion

Mixed earnings Written later 2.02

Packaging Corporation of America reported second quarter 2026 net income of $192 million, or $2.15 per diluted share, down from $2.67 a year earlier, while net sales rose to $2.5 billion from $2.2 billion. Excluding special items, EPS was $2.35 versus $2.48, and the company said it expects third quarter 2026 EPS of $2.91 excluding special items.

  • Q2 2026 diluted EPS was $2.15 versus $2.67 in Q2 2025; excluding special items, $2.35 versus $2.48.
  • Net sales were $2.5 billion in Q2 2026 compared with $2.2 billion in Q2 2025; special items included Wallula mill restructuring charges of $6.3 million in the quarter.
  • Q2 2026 EPS was $0.02 above the company's prior second quarter guidance of $2.33 per share, excluding special items.
  • The company expects third quarter 2026 EPS of $2.91 per share, excluding special items.
Read the filing on SEC.gov ↗
SCLXScilex Holding Co Jul 22, 5:30 PM ET

Scilex agrees to sell Vivasor preferred stock for $12.0 million in tranches through June 2027

Neutral m&a Written later 1.012.01

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
Read the filing on SEC.gov ↗

Jones Ventures INTL Acquisition1 closes $200 million IPO of 20 million units

Neutral financing Written later 8.01

Jones Ventures INTL Acquisition1 Corp, a blank-check company with no target selected, closed its initial public offering of 20,000,000 units at $10.00 per unit on July 15, 2026, for gross proceeds of $200 million. The $200 million was placed in a U.S. trust account, and the company has 21 months from the closing to complete a business combination or return the trust funds to public shareholders.

  • Initial public offering of 20,000,000 units at $10.00 per unit, generating $200 million in gross proceeds on July 15, 2026
  • Private placement of 645,000 units to the sponsor and underwriter for $6,450,000
  • $200 million placed in a trust account at Citibank, N.A., with Equiniti Trust Company, LLC as trustee; underwriters have a 45-day option to buy up to 3,000,000 more units
  • Company had cash of $1,614,681 as of July 15, 2026, and must complete a business combination within 21 months
Read the filing on SEC.gov ↗
CPHICHINA PHARMA HOLDINGS, INC. Jul 22, 5:26 PM ET

China Pharma prices $5 million registered direct offering at $2.00 per share

Mixed financing Written later 1.018.01

China Pharma Holdings agreed on July 22, 2026 to sell 2,500,000 shares of common stock at $2.00 per share, for gross proceeds of $5 million before fees and expenses, with closing expected around July 23, 2026. The company said it intends to use the net proceeds for working capital and general corporate purposes, but the sale adds new shares and includes investor participation rights and restrictions on future financings that shareholders should weigh.

  • Offering: 2,500,000 shares at $2.00 per share, for gross proceeds of $5 million
  • Placement agent FT Global Capital, Inc. receives a cash fee of 7.0% of aggregate proceeds
  • Investor may participate in up to 40% of subsequent financings for three months after closing
  • Company agreed not to enter new subsequent placements or Variable Rate Transactions until the 91st day after closing
Read the filing on SEC.gov ↗
TTCTORO CO Jul 22, 5:22 PM ET

Toro names Edric Funk CEO effective Nov. 1; Richard Olson becomes executive chairman

Neutral leadership Written later 5.027.01

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.
Read the filing on SEC.gov ↗
NFLXNETFLIX INC Jul 22, 5:20 PM ET

Netflix completes $1 billion senior notes offering due 2036 at 5.250%

Neutral financing Written later 8.01

Netflix completed a registered public offering of $1 billion in 5.250% senior unsecured notes due 2036 on July 22, 2026. The company plans to use the net proceeds to repay its 4.375% Senior Notes due 2026 at maturity and for general corporate purposes.

  • Offering size: $1 billion in principal amount of 5.250% senior unsecured notes due 2036
  • Proceeds to repay outstanding 4.375% Senior Notes due 2026 at maturity, plus general corporate purposes
  • Sold under shelf registration on Form S-3ASR (File No. 333-281071); underwriters include BNP Paribas Securities Corp. and Morgan Stanley & Co. LLC
Read the filing on SEC.gov ↗
DRIODarioHealth Corp. Jul 22, 5:19 PM ET

DarioHealth Prices $23.5 Million Registered Direct Offering at $6.80 Per Share

Neutral financing Written later 1.018.01

On July 22, 2026, DarioHealth agreed to sell 2,437,060 common shares and pre-funded warrants for 1,017,499 shares to institutional investors in a registered direct offering priced at-the-market under Nasdaq rules, for gross proceeds of about $23.5 million before fees. The sale adds new shares outstanding, and the company has agreed not to issue more shares for 30 days after closing, which is expected on or about July 23, 2026, apart from its existing at-the-market facility.

  • Shares priced at $6.80 each; pre-funded warrants priced at $6.7999 each, covering 1,017,499 shares
  • Gross proceeds of about $23.5 million; placement agent cash fee of 6.0%, with a 1.0% fee on certain investor proceeds, plus expenses up to $60,000
  • Board member Dennis Matheis agreed to buy 14,430 shares at $6.93 per share
  • Company may not issue further shares for 30 days after closing, expected on or about July 23, 2026, except under its existing at-the-market facility and Form S-8 plans
Read the filing on SEC.gov ↗
PSAPublic Storage Jul 22, 5:17 PM ET

Public Storage completes acquisition of National Storage Affiliates Trust

Neutral m&a Written later 1.012.012.033.023.035.037.01

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
Read the filing on SEC.gov ↗
BLFSBIOLIFE SOLUTIONS INC Jul 22, 5:17 PM ET

BioLife to be acquired by Repligen for $31 per share, about $1.5 billion enterprise value

Positive m&a Written later 1.017.01

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
Read the filing on SEC.gov ↗
HUCKHuckleberry.ai, Inc. Jul 22, 5:07 PM ET

Domo adopts tax benefits preservation plan with $17.50 per-right exercise price

Neutral shareholder Written later 1.013.035.03

On July 22, 2026, Domo's board adopted a tax benefits preservation plan and declared a dividend of one preferred stock purchase right per Class A and Class B common share, held by holders of record on August 4, 2026. The plan aims to deter any person or group from acquiring 4.9% or more of the company's securities, which could trigger an ownership change that limits use of net operating losses. The filing header names Huckleberry.ai, Inc. (HUCK), but the body refers only to Domo, Inc., so the registrant identity should be confirmed.

  • Board adopted the plan and declared the rights dividend on July 22, 2026; record date is August 4, 2026.
  • Each right's exercise price is $17.50, subject to adjustment, and the rights expire at the close of business on July 20, 2029, subject to earlier events.
  • Acquiring Person threshold is 4.9% of outstanding common stock; the plan is not expected to interfere with Board-approved mergers.
  • Equiniti Trust Company, LLC is named as rights agent.
Read the filing on SEC.gov ↗

Supernus to report Q2 2026 results after market close on August 4, 2026

Neutral earnings Written later 2.02

Supernus Pharmaceuticals said it will report second quarter 2026 financial and business results after the market closes on Tuesday, August 4, 2026. The company will hold a conference call and webcast that day at 4:30 p.m. ET, led by CEO Jack Khattar and CFO Tim Dec. The announcement contains no financial results.

  • Second quarter 2026 results to be released after market close on August 4, 2026
  • Conference call and webcast set for August 4, 2026 at 4:30 p.m. ET
  • Replay to be available on the investor relations website for 60 days after the live call
Read the filing on SEC.gov ↗
TTTrane Technologies plc Jul 22, 5:06 PM ET

Trane Technologies: supply chain SVP Gary Guo to depart August 1, 2026

Neutral leadership Written later 5.02

Trane Technologies said its Senior Vice President and Chief Global Integrated Supply Chain Officer, Mingxiao (Gary) Guo, will leave the company effective August 1, 2026, under a separation agreement. The filing says the departure is not the result of any disagreement with the company on operations, policies, practices, controls or financial matters.

  • Mingxiao (Gary) Guo's departure is effective August 1, 2026; the decision was made July 20, 2026.
  • Under the separation agreement, the company is forgoing the clawback of certain sign-on bonus payments made to Mr. Guo.
  • The filing states the departure is not due to any disagreement on operations, policies, practices, controls or financial matters.
  • The filing does not name a successor.
Read the filing on SEC.gov ↗

Oceaneering Q2 2026 revenue rises 10% to $768 million; full-year EBITDA guidance updated

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗
QUBTQuantum Computing Inc. Jul 22, 5:00 PM ET

Quantum Computing Inc. appoints Susan Hunt as chief revenue officer

Neutral leadership Written later 5.028.01

Quantum Computing Inc. appointed Susan G. Hunt as Chief Revenue Officer effective July 17, 2026, succeeding Pouya Dianat, who moved to the newly created Chief Product Officer role. The filing says the move was mutually agreed and that Dianat's compensation was not materially changed. Hunt will lead the company's global revenue strategy, sales execution, and customer growth initiatives as it works to commercialize quantum computing solutions.

  • Susan G. Hunt, age 64, became Chief Revenue Officer on July 17, 2026, succeeding Pouya Dianat.
  • Dianat transitioned from CRO to the newly created Chief Product Officer role, effective immediately, focusing on product development.
  • Hunt previously served as CRO of Orbital Insight from May 2022 to January 2023 and as Senior Vice President of North American Sales at LivePerson from January 2019 to October 2022.
  • The filing says Dianat's compensation was not materially changed in connection with the transition.
Read the filing on SEC.gov ↗
NHIVNewHold Investment Corp IV Jul 22, 4:59 PM ET

NewHold Investment Corp IV CFO Polly Schneck resigns; John Boone named successor

Neutral leadership Written later 5.02

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
Read the filing on SEC.gov ↗
WEXWEX Inc. Jul 22, 4:55 PM ET

WEX raises 2026 guidance after second-quarter revenue rises 14.2% to $753.5 million

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗

First Industrial Q2 EPS rises to $0.58; 2026 FFO guidance midpoint raised $0.02

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
BETABETA Technologies, Inc. Jul 22, 4:50 PM ET

BETA Technologies: Government Security Control Agreement Terminated After QIA Board Exit

Neutral legal/regulatory Written later 1.02

BETA Technologies received notice on July 14, 2026 that the Defense Counterintelligence and Security Agency ended the Security Control Agreement dated June 15, 2025, which had mitigated foreign ownership and influence concerns tied to QIA Industrials Holding. DCSA determined the agreement was no longer necessary because QIA no longer has a seat on the Company's Board of Directors.

  • Security Control Agreement dated June 15, 2025 terminated, per DCSA notice received July 14, 2026
  • Agreement parties: QIA Industrials Holding, LLC, BETA Technologies, and the U.S. Department of Defense
  • Reason given: QIA no longer has board representation at the Company
Read the filing on SEC.gov ↗
SONSONOCO PRODUCTS CO Jul 22, 4:44 PM ET

Sonoco Q2 net sales fell 1.3% to $1.9 billion; GAAP net income down on 2025 gain

Mixed earnings Written later 2.02

Sonoco reported second-quarter 2026 results with net sales down 1.3% to $1.9 billion and GAAP net income of $105 million, down from $493 million a year earlier, which included a $425 million gain on the sale of its TFP business. Adjusted EPS rose 10.2% to $1.51, and the company reaffirmed full-year 2026 guidance but said it expects adjusted EPS toward the low end of the $5.80 to $6.20 range.

  • Q2 net sales of $1.9 billion, down 1.3%, mainly due to the November 3, 2025 ThermoSafe divestiture
  • GAAP net income of $105 million, or $1.05 per diluted share, versus $493 million, or $4.96, in Q2 2025
  • Adjusted EPS of $1.51, up 10.2% from $1.37; year-to-date operating cash flow was a use of $67 million
  • Full-year 2026 guidance reaffirmed: adjusted EPS $5.80 to $6.20, adjusted EBITDA $1.25 billion to $1.35 billion
Read the filing on SEC.gov ↗
WYNNWYNN RESORTS LTD Jul 22, 4:41 PM ET

Wynn Resorts discloses amended Macau Cotai land concession allowing Wynn Palace expansion

Neutral product/contract Written later 1.017.01

Wynn Resorts disclosed that the Macau Government published an amended and restated land concession contract for its Cotai Land on July 22, 2026 Hong Kong time. The amendment permits Wynn Palace to expand with a new five-star hotel, a theater and an event and entertainment center. Palo must pay a one-time additional land premium of approximately $80.8 million, which the Macau subsidiary's announcement says will be paid out of available cash.

  • One-time additional land premium of MOP652.3 million (approximately $80.8 million), paid upon acceptance of the conditions and satisfied out of available cash
  • Total annual rent for the Expanded Resort of MOP9.5 million (approximately $1.2 million), subject to review every five years
  • Palo has a maximum of 60 months from publication to complete development of the Expanded Resort
  • Lease on the Cotai Land runs from May 2, 2012 until May 1, 2037, with renewal rights subject to applicable legislation
Read the filing on SEC.gov ↗
BANRBANNER CORP Jul 22, 4:41 PM ET

Banner Q2 2026 net income $48.9 million, $1.43 a diluted share, down from $1.60

Mixed earnings Written later 2.027.018.01

Banner Corporation reported second quarter 2026 net income of $48.9 million, or $1.43 per diluted share, down from $54.7 million, or $1.60, in the preceding quarter but up from $45.5 million, or $1.31, a year earlier. Revenue rose 6% year over year to $172.0 million, and the company declared a $0.52 per share quarterly dividend, while its pending all-stock acquisition of Pacific Financial Corporation is expected to close in the third quarter of 2026.

  • Net income $48.9 million, or $1.43 per diluted share, versus $54.7 million, or $1.60, in the preceding quarter and $45.5 million, or $1.31, a year ago
  • Revenue $172.0 million, up from $169.3 million in the preceding quarter and $162.2 million a year ago; provision for credit losses was $3.8 million
  • Quarterly cash dividend of $0.52 per share, payable August 14, 2026, to shareholders of record on August 4, 2026
  • Pending all-stock acquisition of Pacific Financial Corporation, announced April 30, 2026, expected to close in the third quarter of 2026
Read the filing on SEC.gov ↗
KALUKAISER ALUMINUM CORP Jul 22, 4:40 PM ET

Kaiser Aluminum posts record Q2 2026 net income of $97 million and raises outlook

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
GTYGETTY REALTY CORP /MD/ Jul 22, 4:40 PM ET

Getty Realty raises 2026 AFFO guidance to $2.52-$2.54 after Q2 earnings rise

Positive guidance Written later 2.02

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
Read the filing on SEC.gov ↗
COCOVita Coco Company, Inc. Jul 22, 4:38 PM ET

Vita Coco completes $175 million acquisition of Copra, a Thai Nam Hom coconut water producer

Neutral m&a Written later 1.012.013.027.01

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.
Read the filing on SEC.gov ↗
JXNJackson Financial Inc. Jul 22, 4:37 PM ET

Jackson Financial names Don Cummings CEO, succeeding Laura Prieskorn on Oct. 1

Neutral leadership Written later 5.027.01

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.
Read the filing on SEC.gov ↗

FutureCorp Space Acquisition 1 to allow unit separation into shares and warrants July 27

Neutral other Written later 8.01

FutureCorp Space Acquisition 1 said unit holders may elect to separately trade the Class A ordinary shares and warrants starting July 27, 2026. Units not separated will keep trading on the NYSE as FTRAU, and the separated shares and warrants are expected to trade as FTRA and FTRAW, so the change affects how existing holders can trade their positions rather than the company's finances.

  • Separate trading of Class A ordinary shares and warrants begins July 27, 2026
  • Each unit consists of one Class A ordinary share and one-half of one redeemable warrant, with each whole warrant exercisable at $11.50 per share
  • No fractional warrants will be issued; only whole warrants will trade
  • Holders must have their brokers contact Continental Stock Transfer & Trust Company to separate units
Read the filing on SEC.gov ↗

Pinnacle Financial Q2 2026 diluted EPS rises to $2.07 from $2.00 a year earlier

Positive earnings Written later 2.027.01

Pinnacle Financial Partners reported second-quarter 2026 diluted earnings per share of $2.07, up from $2.00 in the second quarter of 2025 and $0.89 in the first quarter of 2026. Adjusted diluted EPS was $2.50, excluding merger-related expenses and investment securities losses, and total revenue of $1,203 million was slightly lower than the $1,217 million reported in the first quarter. Year-over-year comparisons reflect the Synovus merger, which closed on January 1, 2026.

  • Net income available to common shareholders was $313 million in Q2 2026, compared with $135 million in Q1 2026 and $155 million in Q2 2025.
  • Adjusted diluted EPS was $2.50 versus $2.00 in Q2 2025 and $2.39 in Q1 2026.
  • Period-end loans were $88.1 billion, up $2.9 billion or 3% from the prior quarter; deposits were $100.9 billion, up 1%.
  • Net interest margin declined 9 basis points linked-quarter to 3.44%; the company will host an investor call at 8 a.m. ET on July 23, 2026.
Read the filing on SEC.gov ↗
TSLATesla, Inc. Jul 22, 4:35 PM ET

Tesla Q2 revenue rises 26% to $28.2 billion, but operating income falls 57%

Mixed earnings Written later 2.02

Tesla reported second-quarter 2026 revenue of $28.2 billion, up 26% from a year earlier, on record second-quarter deliveries of 480,126 vehicles. Operating income fell 57% to $398 million, and diluted EPS was $0.32 on a GAAP basis versus $0.33 a year earlier, with GAAP net income supported by a $1,005 million unrealized gain on its SpaceX equity investment. Free cash flow was negative $1.1 billion as capital expenditures rose to $5.8 billion, reducing cash and short-term investments to $43.5 billion.

  • Total revenue of $28.2 billion, up 26% year over year; GAAP operating margin of 1.4%, down from 4.1% in Q2 2025.
  • GAAP net income attributable to common stockholders of $1.1 billion, down 5% year over year, including a $1,005 million pre-pax unrealized SpaceX gain before tax effects.
  • Diluted EPS of $0.32 GAAP and $0.33 non-GAAP, compared with $0.33 and $0.40 in Q2 2025.
  • Operating cash flow of $4.7 billion and capital expenditures of $5.8 billion produced free cash flow of negative $1.1 billion.
Read the filing on SEC.gov ↗
CATYCATHAY GENERAL BANCORP Jul 22, 4:35 PM ET

Cathay General Bancorp Q2 net income rises to $92.2 million, EPS $1.37

Positive earnings Written later 2.027.01

Cathay General Bancorp reported second-quarter 2026 net income of $92.2 million, or $1.37 per diluted share, up from $86.9 million and $1.29 in the first quarter. The board also raised the share repurchase authorization from $150 million to $200 million, subject to pending regulatory approval, but non-performing assets rose 13.7% to $145.4 million.

  • Net income of $92.2 million and diluted EPS of $1.37 for the quarter ended June 30, 2026, versus $86.9 million and $1.29 in the first quarter of 2026
  • Net interest margin widened to 3.48% from 3.43% in the first quarter of 2026
  • Non-performing assets rose 13.7% to $145.4 million as of June 30, 2026, with non-accrual loans up 25.5% to $111.7 million
  • Board raised the share repurchase authorization from $150 million to $200 million, pending regulatory approval, and approved redeeming $54.1 million of trust preferred securities
Read the filing on SEC.gov ↗
GLGLOBE LIFE INC. Jul 22, 4:34 PM ET

Globe Life raises 2026 EPS guidance as Q2 net income rises 20%

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
CYHCOMMUNITY HEALTH SYSTEMS INC Jul 22, 4:33 PM ET

Community Health Systems Q2 profit falls to $70 million; revenue down 9.8%

Negative earnings Written later 2.027.01

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.
Read the filing on SEC.gov ↗
NTSTNETSTREIT Corp. Jul 22, 4:33 PM ET

NETSTREIT raises 2026 AFFO guidance to $1.37-$1.39 as Q2 AFFO per share rises 6.1%

Positive guidance Written later 2.027.01

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.
Read the filing on SEC.gov ↗
RNRRENAISSANCERE HOLDINGS LTD Jul 22, 4:32 PM ET

RenaissanceRe Q2 2026 net income $654.2 million, $15.48 per diluted share

Mixed earnings Written later 2.02

RenaissanceRe reported second-quarter 2026 results, with net income available to common shareholders of $654.2 million, or $15.48 per diluted share, down from $826.5 million, or $17.20, a year earlier. Operating income available to common shareholders rose to $547.8 million, or $12.92 per diluted share, from $12.29, and the combined ratio improved to 72.8% from 75.1%. For shareholders, the lower GAAP profit and total revenue are offset in part by higher operating earnings, a lower combined ratio and $350.0 million of share repurchases.

  • Net income available to common shareholders was $654.2 million, or $15.48 per diluted share, versus $826.5 million, or $17.20, in Q2 2025.
  • Operating income available to common shareholders was $547.8 million, or $12.92 per diluted share, versus $12.29 in Q2 2025.
  • Combined ratio was 72.8% versus 75.1%, including $54.0 million of adverse development tied to the Baltimore Bridge Collapse.
  • The company repurchased $350.0 million of common shares in Q2 2026; book value per common share was $264.77, up 5.7% in the quarter.
Read the filing on SEC.gov ↗

Wyndham Hotels & Resorts Q2 net income rises 17% to $102 million; outlook raised

Mixed earnings Written later 2.027.01

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.
Read the filing on SEC.gov ↗
FULTFULTON FINANCIAL CORP Jul 22, 4:30 PM ET

Fulton Financial Q2 profit rises to $99.9 million, or $0.52 a share, after Blue Foundry deal

Positive earnings Written later 2.02

Fulton Financial reported second-quarter 2026 net income available to common shareholders of $99.9 million, or $0.52 per diluted share, up $7.7 million from the first quarter. Operating earnings were $0.60 per diluted share, up from $0.55 in the prior quarter, as the company integrated Blue Foundry Bancorp, which it acquired on April 1, 2026. Higher acquisition-related and salary expenses partly offset revenue gains.

  • Net income available to common shareholders was $99.9 million, or $0.52 per diluted share, versus $92.2 million, or $0.51, in the first quarter of 2026.
  • Net interest income rose $22.2 million to $284.3 million, and non-interest expense rose $30.7 million to $231.0 million, including $13.8 million of acquisition-related expenses.
  • Provision for credit losses was $4.9 million, down from $14.4 million in the first quarter; annualized net charge-offs were 0.34% of average loans, up from 0.25%.
  • The company repurchased 525,000 shares for $11.1 million in the second quarter under its 2026 repurchase program, which authorizes up to $150 million through January 31, 2027.
Read the filing on SEC.gov ↗
NBBKNB Bancorp, Inc. Jul 22, 4:30 PM ET

NB Bancorp Q2 net income rises to $21.1 million, or $0.53 per diluted share

Positive earnings Written later 2.027.018.01

NB Bancorp, the holding company for Needham Bank, reported second quarter 2026 net income of $21.1 million, or $0.53 per diluted share, up from $15.0 million, or $0.36, in the first quarter. The company also declared a quarterly cash dividend of $0.07 per share, payable August 19, 2026, and made investor presentation materials available for a July 28, 2026 investor meeting. Net interest margin widened to 4.00% and net charge-offs fell to 0.07% of average loans, while noninterest expense rose 3.1%.

  • Operating net income, which excludes one-time charges, was $21.9 million, or $0.55 per diluted share, versus $0.38 in the prior quarter.
  • Total loans rose 3.4% to $6.42 billion and total deposits rose 3.7% to $6.32 billion during the quarter.
  • Quarterly dividend of $0.07 per share: record date August 5, 2026, payment date August 19, 2026.
  • Noninterest expense rose 3.1% to $44.0 million; net charge-offs fell to 0.07% of average loans from 0.91%.
Read the filing on SEC.gov ↗

Stewart Q2 2026 net income rises to $37.2 million; revenue up to $899.2 million

Positive earnings Written later 2.02

Stewart Information Services reported second quarter 2026 results, with total revenues of $899.2 million, up from $722.2 million a year earlier, and net income attributable to Stewart of $37.2 million, or $1.21 per diluted share, compared with $31.9 million, or $1.13, in the prior year quarter. Growth came mainly from the real estate solutions segment, where revenues rose 75% to $197.4 million, largely due to the recently acquired MCS business, while title operating revenues increased 15%. GAAP pretax margin slipped to 6.1% from 6.5%.

  • Total revenues were $899.2 million versus $722.2 million; adjusted revenues were $895.8 million versus $721.5 million.
  • Net income attributable to Stewart was $37.2 million ($1.21 per diluted share) versus $31.9 million ($1.13) a year earlier.
  • Adjusted diluted EPS was $1.39 versus $1.34; GAAP pretax margin was 6.1% versus 6.5%.
  • Stewart will hold a conference call on Thursday, July 23, 2026, at 8:30 a.m. Eastern Time.
Read the filing on SEC.gov ↗

Rayonier Advanced Materials' General Counsel Colby Slaughter to resign August 7, 2026

Neutral leadership Written later 5.02

Rayonier Advanced Materials said its Senior Vice President, General Counsel and Corporate Secretary, R. Colby Slaughter, notified the company on July 20, 2026 that he will resign effective August 7, 2026, to pursue another professional opportunity. The filing does not name a successor or interim replacement.

  • Colby Slaughter, Senior Vice President, General Counsel and Corporate Secretary, gave notice on July 20, 2026.
  • Resignation takes effect August 7, 2026.
  • He is leaving to pursue another professional opportunity; no successor is named in the filing.
Read the filing on SEC.gov ↗
VMRKVIVMARK RESIDENTIAL Jul 22, 4:28 PM ET

Equity Residential Q2 EPS falls to $0.30 as FFO rises 2%, same-store guidance raised

Mixed earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
EGBNEAGLE BANCORP INC Jul 22, 4:28 PM ET

Eagle Bancorp Q2 net income falls to $6.9 million, or $0.23 a share, from $14.7 million

Negative earnings Written later 2.027.01

Eagle Bancorp reported unaudited second quarter 2026 net income of $6.9 million, or $0.23 per share, down from $14.7 million, or $0.48 per share, in the first quarter, mainly because provision for credit losses rose to $21.4 million from $13.4 million. Pre-provision net revenue improved to $29.1 million from $27.7 million, and non-performing assets fell to $113.1 million, but total loans and deposits declined and the company declared a $0.01 per share dividend.

  • Net income was $6.9 million, or $0.23 per share, versus $14.7 million, or $0.48 per share, in Q1 2026
  • Provision for credit losses was $21.4 million, up from $13.4 million; annualized net charge-offs were 2.78% versus 1.46%
  • Net interest margin rose to 2.52% from 2.47%; total deposits fell to $8.2 billion, down 4.7% from the prior quarter
  • Board declared a $0.01 per share cash dividend, payable August 17, 2026, to shareholders of record on August 6, 2026
Read the filing on SEC.gov ↗
IPARINTERPARFUMS INC Jul 22, 4:27 PM ET

Interparfums Q2 2026 net sales rise 2% to $341 million as US sales jump 18%

Positive earnings Written later 2.027.01

Interparfums reported second-quarter 2026 net sales of $341 million, up 2% from $334 million a year earlier, and first-half net sales of $686 million, also up 2%. The gain came from U.S.-based operations, which rose 18%, while European-based sales fell 4%. The release gives sales only; the company said it will report full earnings for the period on August 4, 2026.

  • Q2 2026 net sales were $341 million versus $334 million in Q2 2025, up 2%.
  • First-half 2026 net sales were $686 million versus $673 million, up 2%.
  • U.S.-based net sales rose 18% to $113 million; European-based net sales fell 4% to $231 million.
  • The company will report earnings for the three and six months ended June 30, 2026 on August 4, 2026, with a conference call on August 5, 2026.
Read the filing on SEC.gov ↗

Richardson Electronics Q4 net sales rise 27.6%; net income rises to $3.7 million

Positive earnings Written later 2.02

Richardson Electronics reported fourth-quarter fiscal 2026 net sales of $66.2 million, up 27.6% from a year earlier, and GAAP net income of $3.7 million, or $0.25 per diluted share, versus $1.1 million, or $0.08, a year earlier. For fiscal 2026, net sales rose 9.4% to $228.6 million and the company reported net income of $6.4 million, or $0.44 per diluted share, compared with a net loss of $1.1 million the prior year. The board also declared a $0.06 quarterly cash dividend per share.

  • Q4 net sales were $66.2 million, up 27.6% from $51.9 million, with all three business units reporting year-over-year growth.
  • Q4 GAAP net income was $3.7 million, or $0.25 per diluted share, versus $1.1 million, or $0.08, in the prior-year quarter; non-GAAP diluted EPS was $0.21 versus $0.12.
  • Fiscal 2026 net sales were $228.6 million, up 9.4%; net income was $6.4 million, or $0.44 per diluted share, versus a net loss of $1.1 million in fiscal 2025.
  • Backlog was $164.4 million at fiscal year-end, up 8.7% from $151.2 million at the end of the third quarter; the $0.06 dividend is payable August 26, 2026, to holders of record as of August 7, 2026.
Read the filing on SEC.gov ↗
HUCKHuckleberry.ai, Inc. Jul 22, 4:23 PM ET

Domo agrees to sell AI and Data Platform business to Progress for about $400 million

Mixed m&a Written later 1.017.01

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.
Read the filing on SEC.gov ↗
URIUNITED RENTALS, INC. Jul 22, 4:23 PM ET

United Rentals posts record Q2 revenue of $4.410 billion and raises 2026 guidance

Positive earnings Written later 2.027.01

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.
Read the filing on SEC.gov ↗
PRGSPROGRESS SOFTWARE CORP /MA Jul 22, 4:21 PM ET

Progress Software to acquire Domo's AI and data platform business for $400 million

Positive m&a Written later 1.012.027.01

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
Read the filing on SEC.gov ↗
MOHMOLINA HEALTHCARE, INC. Jul 22, 4:20 PM ET

Molina Healthcare Q2 EPS falls to $1.19; raises adjusted 2026 guidance to $5.25

Mixed earnings Written later 2.02

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.
Read the filing on SEC.gov ↗

ARMOUR Residential REIT posts Q2 net income of $111.5 million, or $0.86 per share

Mixed earnings Written later 2.027.01

ARMOUR Residential REIT reported unaudited second-quarter 2026 GAAP net income to common stockholders of $111.5 million, or $0.86 per share, compared with a net loss of $58.0 million in the first quarter. Distributable Earnings per common share fell to $0.72 from $0.76, while the common dividend held at $0.72 for the quarter, so shareholders see a swing to profit alongside a lower earnings measure that covers the dividend.

  • GAAP net income to common stockholders was $111.5 million, or $0.86 per share, in Q2 2026, versus a loss of $58.0 million, or $(0.49) per share, in Q1 2026.
  • Distributable Earnings available to common stockholders was $93.2 million, or $0.72 per share, down from $0.76 per share in Q1 2026.
  • Book value per common share rose to $17.53 at June 30, 2026, from $17.42 at March 31, 2026; total economic return for Q2 was 4.8%.
  • A cash dividend of $0.24 per common share is payable August 28, 2026, to holders of record on August 17, 2026.
Read the filing on SEC.gov ↗
QSQuantumScape Corp Jul 22, 4:18 PM ET

QuantumScape Q2 2026 net loss narrows to $98.2 million from $114.7 million

Positive earnings Written later 2.02

QuantumScape reported second-quarter 2026 results, with a net loss of $98.2 million, or $0.16 per share, versus a net loss of $114.7 million, or $0.20 per share, a year earlier. The company reiterated its full-year 2026 Adjusted EBITDA loss guidance of $250 million to $275 million and lowered its capital expenditure guidance to $27 million to $37 million, which matters to shareholders because it signals lower spending while the company remains pre-revenue on a reported basis.

  • Q2 2026 GAAP net loss was $98.2 million, or $0.16 per share, compared with $114.7 million, or $0.20 per share, in Q2 2025.
  • Q2 2026 Adjusted EBITDA loss was $64.2 million, compared with $63.0 million a year earlier, which the company said was in line with expectations.
  • Full-year 2026 Adjusted EBITDA loss guidance of $250 million to $275 million was reiterated; full-year capital expenditure guidance was lowered to $27 million to $37 million.
  • Liquidity was $859.0 million at the end of Q2 2026, and customer billings were $10.8 million in the quarter, which the company said is not a substitute for revenue under U.S. GAAP.
Read the filing on SEC.gov ↗

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.