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).
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
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.
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
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
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
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.
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.
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.
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.
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.
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.
RLI Corp. reported second quarter 2026 net earnings of $168.0 million ($1.82 per diluted share), up from $124.3 million ($1.34) a year earlier, but this figure includes $103.0 million of unrealized gains on equity securities. Operating earnings were $76.9 million ($0.83 per share), roughly flat with $76.2 million ($0.82) in 2025, while underwriting income fell to $59.9 million and the combined ratio worsened to 85.6 from 84.5. For shareholders, the quarter shows higher reported profit alongside weaker core underwriting results.
Net earnings of $168.0 million ($1.82 per diluted share) vs. $124.3 million ($1.34) in Q2 2025, up 35.1%
Operating earnings of $76.9 million ($0.83 per share) vs. $76.2 million ($0.82) in Q2 2025
Underwriting income of $59.9 million on an 85.6 combined ratio vs. $62.2 million on an 84.5 combined ratio in Q2 2025
Special dividend of $2.00 per share paid June 12, 2026, returning $184.0 million; $250.0 million buyback authorized May 14, 2026, with $12.0 million repurchased in the quarter
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.
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
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
SEI Investments reported second-quarter 2026 revenue of $641.6 million, up 15% from a year earlier, and operating income of $197.0 million, up 33%. GAAP diluted earnings per share fell 11% to $1.59 because the prior-year quarter included a $94.4 million gain on the sale of a business, while adjusted diluted EPS rose 38% to $1.66.
Revenue was $641.6 million versus $559.6 million a year earlier; income from operations was $197.0 million versus $148.6 million.
GAAP diluted EPS was $1.59 versus $1.78, down 11%; the prior-year quarter included a $94.4 million gain on the sale of Family Office Services.
Adjusted diluted EPS, a non-GAAP measure, was $1.66 versus $1.20, up 38%.
The company repurchased 1.3 million shares for $112.4 million and reported ending assets under management of $606.7 billion, up 9.5%.
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.
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
Orrstown Financial Services reported second-quarter 2026 net income of $21.2 million, or $1.09 per diluted share, down from $21.8 million, or $1.12 per diluted share, in the first quarter of 2026, but up from $19.4 million, or $1.01 per diluted share, a year earlier. The company also declared a $0.30 per share quarterly cash dividend, payable August 11, 2026, which shareholders of record as of August 4, 2026 will receive.
Net income of $21.2 million, or $1.09 per diluted share, for the quarter ended June 30, 2026, versus $21.8 million, or $1.12, in Q1 2026 and $19.4 million, or $1.01, in Q2 2025.
Net interest margin was 3.87%, down from 3.90% in Q1 2026; excluding a $1.6 million amortization of a subordinated note fair value mark, it was 4.00%.
Noninterest income was $13.8 million, down from $15.6 million in Q1 2026, which included $2.4 million of life insurance death benefit income.
Cash dividend of $0.30 per common share, payable August 11, 2026, to shareholders of record as of August 4, 2026.
Philip Morris International reported second-quarter 2026 net revenues up 10.4% to $11.2 billion, with adjusted diluted EPS up 15.2% to $2.20. Reported diluted EPS fell 7.7% to $1.80 after a $511 million non-cash impairment of its RBH equity investment, and the full-year adjusted EPS forecast of $8.26 to $8.41 was updated only for currency. Shareholders see strong operating growth overshadowed by the reported loss-driven decline and the impairment charge.
Q2 net revenues rose 10.4% (7.6% organically) to $11.2 billion; smoke-free revenues rose 11.7%.
Reported diluted EPS was $1.80, down 7.7%, after a $511 million RBH impairment equal to 33 cents per share.
Adjusted diluted EPS rose 15.2% to $2.20, or 13.6% excluding a 3 cent favorable currency impact.
2026 reported diluted EPS forecast is $7.19 to $7.34; adjusted EPS forecast is $8.26 to $8.41, with currency benefit lowered to $0.15 from $0.20.
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.
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.
Otis reported second quarter 2026 net sales of $3.9 billion, up 7%, led by Service growth, while adjusted EPS fell 4% to $1.01 on lower adjusted operating profit. GAAP EPS rose 13% to $1.12, and the company revised its full-year 2026 outlook, which now calls for net sales of $15.1 to $15.3 billion and adjusted EPS of $4.01 to $4.05.
Q2 net sales $3.859 billion, up 7%; organic sales up 6%; Service net sales up 11%, New Equipment flat
Adjusted operating profit $587 million, down $25 million; adjusted EPS $1.01, down 4% from $1.05
GAAP EPS $1.12, up 13% from $0.99, mainly due to absence of prior-year UpLift transformation costs and other non-recurring items
Revised 2026 outlook: net sales $15.1 to $15.3 billion; adjusted EPS $4.01 to $4.05; adjusted free cash flow $1.50 to $1.55 billion
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.
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