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).
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.
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
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
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.
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
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.
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.
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.
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%.
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.
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.
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.
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
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.
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.
First Bancorp reported second-quarter 2026 net income of $9.6 million, up 18.6% from a year earlier, with diluted earnings per share of $0.85, up 17.8%. The gain came mainly from a higher net interest margin and growth in net interest income, and the company also declared a quarterly dividend of $0.38 per share.
Net income was $9.6 million for the quarter ended June 30, 2026, up from $8.1 million; diluted EPS was $0.85 versus $0.72.
Net interest margin rose to 2.88% from 2.52%, and net interest income grew 15.0% to $21.2 million.
Non-performing assets were 0.54% of total assets at June 30, 2026, up from 0.51% at March 31, 2026 and 0.19% a year earlier.
The Board declared a $0.38 per share dividend on June 25, 2026, paid July 17, 2026.
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.
Medpace reported second quarter 2026 revenue of $707.3 million, up 17.2% from a year earlier, and GAAP net income of $121.4 million, or $4.25 per diluted share, compared with $3.10 a year earlier. The company also forecast full-year 2026 revenue of $2.805 billion to $2.885 billion and diluted EPS of $17.25 to $17.95.
Q2 2026 revenue $707.3 million, up 17.2% from $603.3 million in Q2 2025
Q2 2026 GAAP net income $121.4 million ($4.25 diluted EPS) vs. $90.3 million ($3.10) a year earlier
Q2 2026 net new business awards $795.7 million, up 28.2%; book-to-bill ratio 1.13x
Full-year 2026 guidance: revenue $2.805 billion to $2.885 billion; GAAP net income $494.0 million to $514.0 million
Raymond James reported record fiscal third-quarter 2026 net revenues of $3.93 billion, up 16% from a year earlier, and net income available to common shareholders of $595 million, or $3.01 per diluted share, up 42%. Excluding $25 million of acquisition-related expenses, net of tax, adjusted diluted EPS was $3.14, and the company repurchased $400 million of its common stock during the quarter.
Net revenues of $3.93 billion, up 16% from the prior year's fiscal third quarter and 2% from the preceding quarter
Diluted EPS of $3.01 versus $2.12 a year earlier; adjusted diluted EPS of $3.14 excluding $25 million of acquisition-related expenses, net of tax
Bank segment record quarterly pre-tax income of $206 million, up 67% year over year
Repurchased $400 million of common stock at an average price of $152 per share; $1.1 billion remained under the authorization as of June 30, 2026
First American Financial Corporation reported second quarter 2026 results, furnished in an 8-K with a July 22, 2026 press release. Total revenue was $2.1 billion, up 15% from a year earlier, and net income attributable to the company was $218.5 million, or $2.12 per diluted share, compared with $146.1 million, or $1.41, in the second quarter of 2025. Both headline earnings measures rose, and the filing does not include updated guidance.
Total revenue of $2.1 billion, up 15% compared with the second quarter of 2025
Diluted EPS of $2.12 versus $1.41 a year earlier; adjusted EPS of $2.08 versus $1.53
U.S. Commercial revenues of $314 million, up 34%, with average revenue per order of $19,980 versus $15,267
Repurchased 330,405 shares for $20 million at an average price of $61.99 during the quarter
Knight-Swift reported second quarter 2026 total revenue of $2.1 billion, up 12.6% from a year earlier, with GAAP net income attributable to the company of $43.2 million, or $0.26 per diluted share. Adjusted EPS was $0.63 versus $0.35, and the company guided to Adjusted EPS of $0.71 to $0.77 for the third quarter of 2026.
Total revenue was $2.1 billion, up 12.6%; operating income rose 44.4% to $104.9 million.
GAAP EPS was $0.26 versus $0.21; Adjusted EPS was $0.63 versus $0.35, with Adjusted Operating Income of $151.0 million, up 45.5%.
Third quarter 2026 Adjusted EPS guidance is $0.71 to $0.77.
GAAP results include an $18.2 million severance charge tied to the retirement of the former executive chairman and a $22.8 million mark-to-market expense on U.S. Xpress purchase price obligations.
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
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.
Texas Capital Bancshares reported second quarter 2026 net income available to common stockholders of $80.6 million, or $1.83 per diluted share, up from $73.0 million, or $1.58 per diluted share, a year earlier. Total revenue rose to $335.5 million, and the company declared a $0.20 per common share dividend payable September 15, 2026.
Net income available to common stockholders was $80.6 million, up 10% from $73.0 million a year earlier; diluted EPS was $1.83 versus $1.58.
Non-interest income rose to $75.1 million from $54.1 million a year earlier, and the company described fee income as record-level, up 29% year over year.
Provision for credit losses was $18.0 million, compared with $15.0 million a year earlier; net charge-offs were $16.1 million.
Common dividend of $0.20 per share is payable September 15, 2026, to holders of record at the close of business on September 1, 2026.
Rollins reported unaudited second-quarter 2026 results, with revenue up 7.9% to $1.1 billion and diluted EPS of $0.30 versus $0.29. The company said results fell short of its expectations because lead volume declined in parts of its residential pest control business, and operating margin fell 110 basis points to 18.7%. Shareholders get higher sales and profit, but weaker margins and lower operating cash flow.
Q2 revenue was $1.1 billion, up 7.9%; organic revenue rose 5.7%.
Operating income was $201 million, up 1.5%; operating margin was 18.7%, down 110 basis points.
Diluted EPS was $0.30 versus $0.29; adjusted EPS was $0.32, up 6.7%.
Operating cash flow was $173 million, down 1.5%, and the company invested $117 million in acquisitions in the quarter.
First Bancorp (FBNC) reported second quarter 2026 net income of $50.5 million, or $1.22 per diluted share, up from $46.7 million, or $1.13, in the first quarter and $38.6 million, or $0.93, a year earlier. Net interest margin widened to 3.71%, and the company said it announced a pending acquisition of First Carolina Bancshares on July 14, 2026, expected to close in late 2026 or early 2027.
Net income $50.5 million and diluted EPS $1.22 for the quarter ended June 30, 2026, versus $0.93 a year earlier
Net interest margin 3.71%, up from 3.67% in the linked quarter and 3.32% a year earlier
Noninterest expenses rose to $62.8 million, up from $60.2 million in the linked quarter
Pending acquisition of First Carolina Bancshares, with Carolina Bank & Trust holding approximately $831 million in total assets, expected to close in late 2026 or early 2027
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.
Martin Midstream Partners reported second-quarter 2026 revenue of $213.6 million, up from $180.7 million a year earlier, and net income of $2.6 million compared with a net loss of $2.4 million in the second quarter of 2025. Adjusted EBITDA rose to $27.9 million from $27.1 million, and the company kept its full-year 2026 Adjusted EBITDA guidance at $90.0 million. The fertilizer division's weakness is a continuing drag, and total debt stood at $462.0 million with a 4.96 times leverage ratio as of June 30, 2026.
Revenue of $213.6 million for the quarter, versus $180.7 million in the second quarter of 2025
Net income of $2.6 million, or $0.07 per unit, versus a net loss of $2.4 million, or $0.06 per unit, a year earlier
Sulfur Services Adjusted EBITDA fell $1.0 million, with the fertilizer division down $4.6 million
Quarterly cash distribution of $0.005 per unit, payable August 14, 2026, to holders of record on August 7, 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.
CSX reported second quarter 2026 results on July 22, 2026, with revenue, operating income, net earnings and diluted EPS all higher than a year earlier. Volume rose 6%, led by 9% intermodal growth, while fuel expense rose $177 million on a 74% increase in locomotive fuel prices. The filing does not include updated financial guidance, and the company's results are based on the figures in its press release and quarterly report.
Revenue of $3.94 billion rose 10% year over year, driven mainly by higher fuel surcharge revenue plus higher volume and pricing.
Operating income of $1.51 billion rose 17%, and operating margin was 38.3% versus 35.9% a year earlier.
Net earnings of $1.00 billion, or $0.54 per diluted share, compared with $829 million, or $0.44 per share, in second quarter 2025.
Fuel expense rose $177 million to $446 million, partly offset by efficiency savings.
City Holding Company reported net income of $33.3 million and diluted earnings of $2.35 per share for the quarter ended June 30, 2026, up from $2.20 per share in the first quarter and $2.29 per share a year earlier. Net interest income rose 1.9% from the first quarter to $60.8 million, and non-interest income increased to $20.8 million, while the provision for credit losses was $0.4 million.
Diluted EPS was $2.35 for Q2 2026, versus $2.20 in Q1 2026 and $2.29 in Q2 2025.
Net income was $33.3 million, compared with $31.7 million in Q1 2026 and $33.4 million in Q2 2025.
Net interest income increased to $60.8 million, and the net interest margin was 3.97%, unchanged from Q1 2026.
The board approved a quarterly cash dividend of $0.87 per share, payable July 31, 2026, to shareholders of record as of July 15, 2026.
First BanCorp. reported net income of $96.1 million, or $0.62 per diluted share, for the quarter ended June 30, 2026, up from $88.8 million, or $0.57 per share, in the first quarter and $80.2 million, or $0.50 per share, a year earlier. Non-performing assets rose $5.1 million to $113.9 million, driven by one $14.8 million commercial loan moving to nonaccrual status in Florida, while net charge-offs fell to 0.49% of average loans from 0.65%.
Net income $96.1 million and diluted EPS $0.62 for Q2 2026, versus $88.8 million and $0.57 in Q1 2026 and $80.2 million and $0.50 in Q2 2025
Net interest margin rose to 4.87% from 4.75% in Q1 2026, helped partly by $3.4 million of accelerated purchase discount and deferred fee income
Non-performing assets increased to $113.9 million at June 30, 2026, including a $14.8 million C&I relationship in Florida placed on nonaccrual
During the quarter the company repurchased $50.0 million of common stock and declared $31.0 million in common stock dividends, and reported a CET1 ratio of 16.96%
Fidelity D & D Bancorp reported second-quarter 2026 net income of $7.8 million, or $1.33 per diluted share, up from $6.9 million, or $1.20 per diluted share, a year earlier. For the six months, net income was $15.3 million, or $2.63 per diluted share, compared with $12.9 million, or $2.23, in the same period of 2025. Net interest income growth outpaced a 9% rise in non-interest expense, and the results are unaudited.
Q2 2026 net income was $7.8 million, or $1.33 per diluted share, versus $6.9 million, or $1.20, in Q2 2025.
Net interest income rose 16% to $20.8 million; net interest margin (FTE) was 3.22% versus 2.92% a year earlier.
Non-interest expense rose 9% to $16.0 million, mainly from $0.8 million higher salaries and benefits.
Total assets were $3.0 billion at June 30, 2026, up $223.1 million from December 31, 2025.
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
Farmers National Banc Corp. reported second-quarter 2026 net income of $23.0 million, or $0.39 per diluted share, up from $13.9 million, or $0.37, in the second quarter of 2025. The company said results include $1.7 million of acquisition and core conversion costs, and that adjusted EPS excluding those items was $0.41 (non-GAAP); the increase reflects the March 2026 Middlefield Banc Corp. acquisition, which also raised shares outstanding to 59.2 million from 37.6 million a year earlier.
Net interest margin rose to 3.44% from 2.91% a year earlier, but the company expects it to settle at about 3.34% to 3.37% in the third quarter of 2026
Non-performing loans fell to $44.6 million at June 30, 2026, from $59.9 million at March 31, 2026
Annualized net charge-offs were 0.30% of average loans, compared with 0.07% in the second quarter of 2025
Core technology conversion is expected to be completed in August 2026, late in the third quarter
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.
CME Group reported second-quarter 2026 results for the quarter ended June 30, 2026. Total revenue rose to $1.7 billion from $1.69 billion a year earlier, and diluted earnings per share were $2.88 versus $2.81, but GAAP operating income fell to $1.1 billion from $1.13 billion.
Total revenue was $1,706.2 million, up from $1,692.0 million in Q2 2025; clearing and transaction fees were $1,352.5 million.
Diluted EPS was $2.88 versus $2.81; adjusted diluted EPS was $2.99 versus $2.96.
Operating income was $1,107.1 million versus $1,129.3 million; adjusted operating income was $1,185.0 million versus $1,200.8 million.
As of June 30, 2026, cash was $2.3 billion and debt was $3.4 billion; the company repurchased $695 million of its common shares and paid about $468 million in dividends in the quarter.
Old National Bancorp reported record second quarter 2026 net income applicable to common shares of $249.4 million, or $0.65 per diluted share, up from $229.6 million and $0.59 in the first quarter of 2026. The company also restructured its senior leadership by forming an Operating Group, adding four leaders to its Executive Leadership Team, and creating a Chief Government and Corporate Affairs Officer role.
Net income applicable to common shares was $249.4 million, or $0.65 per diluted share, versus $229.6 million and $0.59 in the first quarter of 2026
Net interest margin on a fully taxable equivalent basis was 3.54%, down 1 basis point; period-end total loans were $50.8 billion
Eight executives form the new Operating Group, including CEO Jim Ryan and CFO John Moran; four leaders were added to the Executive Leadership Team
Rafael Sanchez moves to Chief Government and Corporate Affairs Officer and reports to Chief Risk Officer Scott Evernham
Healthcare Services Group reported second quarter 2026 revenue of $470.8 million, up from $458.5 million a year earlier, and net income of $22.7 million, or $0.32 diluted EPS, compared with a net loss of $32.4 million in the same quarter of 2025. The company reaffirmed its 2026 mid-single-digit growth outlook and repurchased $20.9 million of stock in the quarter, which matters to shareholders because revenue and profit both improved while cash flow from operations of $21.9 million fell from $28.8 million a year earlier.
Revenue of $470.8 million for the three months ended June 30, 2026, versus $458.5 million a year earlier
Net income of $22.7 million and diluted EPS of $0.32, versus a net loss of $32.4 million and $(0.44) a year earlier
Cash flow from operations of $21.9 million; $27.9 million excluding the change in payroll accrual
Repurchased $20.9 million of stock in the quarter under a $75.0 million plan running through January 2027; 8.3 million shares remain under the February 2026 authorization
Stifel Financial reported second-quarter 2026 net revenues of $1.45 billion, up 13% from a year earlier, and GAAP net income available to common shareholders of $217.2 million, or $1.34 per diluted share, versus $0.89 a year ago. Non-GAAP diluted EPS was $1.42, and the company repurchased $177.0 million of stock during the quarter, which should benefit per-share results for shareholders.
Net revenues were $1.45 billion, up 13.0% from $1.28 billion in Q2 2025, with investment banking revenues up 42%.
GAAP diluted EPS was $1.34 versus $0.89 a year earlier; non-GAAP diluted EPS was $1.42 versus $1.14.
The company repurchased $177.0 million, or 2.4 million shares, at an average price of $73.20 during the quarter.
Quarterly cash dividend declared at $0.34 per common share, payable June 15, 2026.
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.
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