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).
Freenome completed its business combination with PCSC, and the filing details the post-closing arrangements. Approximately 65,440,613 shares, about 60.9% of New Freenome common stock, are subject to registration rights, and Sponsor and certain former Freenome stockholders are restricted from transferring shares for six months after closing. Shareholders should note the potential for future resales and the new equity plans, which add shares available for issuance.
Amendment No. 1, dated July 20, 2026, reduced New Freenome's board from nine to seven directors following the Closing.
Under the Investor Rights Agreement, New Freenome must file a resale registration statement within 30 calendar days after the Closing Date.
Lock-up agreements bar transfers, with certain permitted exceptions, until six months after the Closing Date.
The 2026 Equity Incentive Plan initially reserves 14,773,227 shares, and the 2026 Employee Stock Purchase Plan initially reserves 2,462,204 shares.
Versus Systems said it believes it has regained compliance with Nasdaq's $2.5 million stockholders' equity requirement, following a $1.7 million share sale to ASPIS Cyber Technologies and $1,485,000 of license revenue recognized in the quarter ended June 30, 2026. The compliance view rests on an unaudited pro forma balance sheet, and Nasdaq says it will keep monitoring and may delist the company if compliance is not shown at its next periodic report.
Company sold 1,310,969 shares of common stock to ASPIS Cyber Technologies on June 26, 2026, for $1,700,000.
Pro forma stockholders' equity was $3,403,606 as of June 30, 2026, against a $2,500,000 minimum; the balance sheet is unaudited.
ASPIS license fee is $165,000 per month through at least January 31, 2027; the entire $1,485,000 transaction price was recognized as revenue in the quarter ended June 30, 2026.
Nasdaq issued a deficiency letter on April 29, 2026, and may delist the company if compliance is not evidenced at its next periodic report.
The Hashdex Nasdaq CME Crypto Index ETF signed amended trust and sponsor agreements on July 23, 2026 to allow staking of the trust's crypto assets, with Coinbase Cloud as the initial staking provider. Under the new trust agreement, the sponsor receives 25 basis points of net asset value annually from staking income, plus 40% of any staking income above that level, which reduces the share of staking income going to common shareholders.
Trust Agreement dated July 23, 2026 creates a separate Sponsor Share class, held only by the sponsor, that receives Net Staking Income.
Sponsor receives 100% of Net Staking Income up to 25 basis points of common-share net asset value annualized, then 40% of any excess; the trust receives 60% of the excess for common shareholders.
Trust expects to begin staking promptly, subject to operational readiness, through Coinbase Cloud Pte. Ltd.
The filing also discloses a new Authorized Participant Agreement with Marex Capital Markets Inc. and a digital asset purchase and sale agreement with JSCT, LLC dated July 22, 2026.
Neuphoria Therapeutics signed a merger agreement on July 23, 2026, under which Merger Sub will merge into Neuphoria and Neuphoria will become an indirect wholly owned subsidiary of Scancell Holdings plc. Neuphoria stockholders would receive Scancell ADSs at an exchange ratio of 37.77199 per share plus one contingent value right, and the deal is subject to shareholder approvals, financing and Nasdaq listing conditions. Neuphoria stockholders are expected to own about 11.1% of the combined company, and the filing describes the company as having no ongoing revenue and one employee.
Exchange ratio of 37.77199 Scancell ADSs per Neuphoria common share, plus one CVR per share
Pre-merger Neuphoria stockholders expected to own approximately 11.1% of the combined company
Closing conditions include Neuphoria stockholder approval and at least $75.0 million in gross PIPE proceeds; the merger must close by February 28, 2027 unless extended
Companion release says Neuphoria had $19.4 million in cash as of March 31, 2026 and a net loss of $0.5 million for the quarter ended March 31, 2026
Rexford Industrial reported a second-quarter net loss attributable to common stockholders of $506.9 million, or $2.26 per diluted share, driven by $624.8 million of non-cash impairments tied to assets designated for disposition. Company share of Core FFO per diluted share rose 6.8% to $0.63, and the company raised its 2026 Core FFO per share guidance and its 2026 disposition guidance to $1.5 billion to $2.0 billion, while full-year net loss per share guidance moved to a loss of $1.32 to $1.27 from prior net income guidance of $1.22 to $1.27.
Net loss of $506.9 million ($2.26 per diluted share) versus net income of $113.4 million ($0.48) a year earlier; impairments were $624.8 million.
Core FFO per diluted share was $0.63, up 6.8% from $0.59; Company share of Core FFO was $141.4 million, up 1.2%.
2026 Core FFO per share guidance raised to $2.38 to $2.43 from $2.37 to $2.42; disposition guidance raised to $1.5 billion to $2.0 billion from $400 million to $500 million.
Same Property Portfolio NOI decreased 0.5%; comparable total new and renewal rents fell 2.8% on a net effective basis and 11.3% on a cash basis. The Board authorized a new $1.0 billion stock repurchase program after quarter end.
Ovintiv reported second quarter 2026 net earnings of $456 million, or $1.62 per diluted share, up from $307 million in the year-earlier quarter, on total revenues of $3.013 billion versus $2.318 billion. The results include a $337 million pre-tax loss on the sale of its Anadarko assets, and the company raised its full-year 2026 production guidance while keeping capital investment guidance unchanged. The board also declared a $0.30 per share quarterly dividend.
Q2 2026 net earnings were $456 million, or $1.62 per diluted share, versus $307 million, or $1.18 per diluted share, in Q2 2025
Q2 2026 Non-GAAP Free Cash Flow was $682 million, and the company repurchased about $345 million of shares (6.1 million shares)
Full-year 2026 production guidance was revised to 630 to 645 MBOE/d; capital investment guidance is unchanged at $2.25 billion to $2.35 billion
Quarterly dividend of $0.30 per share is payable September 29, 2026 to holders of record on September 15, 2026
RingCentral reported second-quarter 2026 revenue of $657 million, up 5.9% year over year, and GAAP diluted EPS of $0.45 versus $0.14 a year earlier. The company raised its full-year 2026 revenue, margin and free cash flow guidance and increased its quarterly dividend about 67% to $0.125 per share, which matters to shareholders because it reflects higher reported results and a larger cash return.
Total revenue was $657 million versus $620 million a year earlier; non-GAAP EPS was $1.22 versus $1.06.
Full-year 2026 total revenue guidance was raised to $2.635 billion to $2.646 billion; non-GAAP EPS guidance is $4.96 to $5.10.
Quarterly dividend raised from $0.075 to $0.125 per share, payable August 20, 2026 to holders of record as of August 6, 2026.
The company repurchased about 2.2 million shares for $94 million in the quarter and has about $326 million remaining under its authorization.
Eastern Bankshares reported second-quarter 2026 net income of $105.2 million, or $0.48 per diluted share, up from $65.3 million, or $0.29 per diluted share, in the first quarter. Operating net income, which excludes items such as merger-related costs, was a record $106.5 million, or $0.49 per diluted share. The Board also approved a share repurchase program of up to 11.35 million shares, or 5% of outstanding common stock, running through December 31, 2027, and a $0.15 quarterly dividend.
Net income $105.2 million, or $0.48 per diluted share, vs. $65.3 million, or $0.29, in the first quarter of 2026
Operating net income of $106.5 million, or $0.49 per diluted share, described as a record
Share repurchase program of up to 11.35 million shares through December 31, 2027; Federal Reserve non-objection received July 16, 2026
Quarterly cash dividend of $0.15 per share, payable September 22, 2026, to holders of record as of September 8, 2026
World Kinect reported second quarter 2026 revenue of $13.6 billion, up 50% from $9.0 billion a year earlier, and GAAP net income attributable to the company of $48 million, or $0.94 per diluted share, compared with a loss of $6.06 per share in the prior-year quarter. The company raised its full-year 2026 adjusted EPS guidance to $3.20 to $3.40 per share from $2.65 to $2.85, and increased its regular quarterly dividend by 15%, which the company linked to favorable market volatility and its streamlined portfolio.
Q2 2026 revenue was $13.6 billion, up 50% from $9.0 billion; gross profit was $365 million, up 57%
GAAP diluted EPS was $0.94 versus a loss of $6.06 in Q2 2025; adjusted EPS was $1.29 versus $0.59
Full-year 2026 adjusted EPS guidance raised to $3.20-$3.40, an increase of about 20% from the prior midpoint
Regular quarterly dividend increased 15%; the company repurchased $14 million of common stock in the quarter
Edwards Lifesciences reported second-quarter 2026 sales of $1.74 billion, up 13.6% from a year earlier, and raised its full-year 2026 sales growth guidance to 10% to 11% on a constant currency basis. GAAP diluted EPS fell to $0.42 from $0.56 because of a $188.2 million tax valuation allowance tied to California budget legislation, while adjusted EPS rose to $0.78 from $0.67 and full-year adjusted EPS guidance of $2.95 to $3.05 was reaffirmed.
Q2 2026 net sales were $1.74 billion, up from $1.53 billion in Q2 2025; TAVR sales were $1.26 billion, up 11.3%.
GAAP diluted EPS was $0.42 versus $0.56 a year earlier, including a $188.2 million valuation allowance against deferred tax assets.
Full-year 2026 sales growth guidance was raised to 10% to 11% from 9% to 11%; adjusted EPS guidance of $2.95 to $3.05 was reaffirmed.
For Q3 2026, Edwards projects total sales of $1.63 billion to $1.71 billion and adjusted EPS of $0.71 to $0.77.
ImageneBio appointed Yanina Grant-Huerta as Chief Financial Officer effective July 20, 2026, replacing CEO Kristin Yarema, who had been serving as interim principal financial officer. Separately, Chief Medical Officer Benjamin Porter-Brown will move from a full-time role to a consulting role effective July 24, 2026.
Grant-Huerta receives a $450,000 annual base salary and a 40% target discretionary bonus, plus a 65,000-share RSU grant and a 95,000-share stock option grant.
Her severance terms include 12 months of base salary and continued group health benefits for up to 12 months, with enhanced change-in-control benefits.
Grant-Huerta previously served as Chief Accounting Officer at Atara Biotherapeutics from March 2025 to July 2026 and spent 14 years at Amgen before that.
Dr. Porter-Brown will continue as a consulting clinical development expert and strategic advisor.
PECO reported second-quarter 2026 results on July 23, 2026, with net income attributable to stockholders of $41.1 million, up from $12.8 million a year earlier. The company also raised its full-year 2026 Core FFO per diluted share guidance to $2.73 to $2.79 from $2.72 to $2.78, and raised its gross acquisitions guidance to $500 million to $600 million. Higher earnings and a higher outlook are positive for shareholders, though the quarter's net income included a $19.4 million gain on property disposals.
Q2 2026 net income attributable to stockholders was $41.1 million, or $0.33 per diluted share, versus $12.8 million, or $0.10, in Q2 2025.
Q2 2026 Core FFO was $95.5 million, or $0.69 per diluted share, up from $0.64 in Q2 2025.
Updated full-year 2026 Core FFO guidance is $2.73 to $2.79 per diluted share, up from $2.72 to $2.78; gross acquisitions guidance is $500 million to $600 million, up from $400 million to $500 million.
Leased portfolio occupancy was 97.3% as of June 30, 2026, compared with 97.4% a year earlier.
Selective Insurance Group reported second-quarter 2026 net income of $2.11 per diluted share, up from $1.36 a year earlier, with non-GAAP operating income of $1.95 per share. Net premiums written fell 5% to $1,220.7 million, while the company raised its 2026 after-tax net investment income expectation to $480 million from $465 million, so shareholders see higher profit alongside shrinking premium volume.
Net income per diluted share was $2.11 versus $1.36 in Q2 2025; non-GAAP operating income per share was $1.95 versus $1.31
GAAP combined ratio was 98.0% versus 100.2%, helped by lower catastrophe and property losses and no prior year casualty reserve development
Net premiums written decreased 5%; Standard Commercial Lines premiums fell 6%, and average Commercial Lines renewal pure price increases were 6.5% versus 8.9%
2026 guidance: GAAP combined ratio of 96.5% to 97.5%, after-tax net investment income of $480 million, and an effective tax rate of 21.5%
Digital Realty reported second-quarter 2026 revenue of $1.9 billion, up 29% from a year earlier, and Core FFO of $2.65 per diluted share, up from $1.87. The company raised its 2026 Core FFO per share outlook excluding net promote to $8.15 to $8.20, from $8.00 to $8.10 in April, which points to stronger expected earnings for shareholders.
Core FFO per share was $2.65 in Q2 2026 versus $1.87 a year earlier; excluding net promote, it was $2.13 versus $2.04 in the prior quarter
Net promote income of $188 million was included in Core FFO, tied to three data centers in a development joint venture
2026 Core FFO per share outlook excluding net promote raised to $8.15 to $8.20 as of July 23, 2026
Q2 2026 net income available to common stockholders was $443 million, or $1.21 per share, compared with $0.46 in the prior quarter
GE HealthCare said CFO Jay Saccaro will step down for a role outside the medical technology industry, with his last day on August 14, 2026, and Controller George Newcomb will serve as interim CFO. The company also reported preliminary second quarter 2026 results, with revenue up 5.7% year over year and adjusted EPS ahead of its prior expectation, and it reaffirmed full-year 2026 guidance.
Saccaro will leave as CFO; his last day is August 14, 2026, and the company has started a search for a permanent successor.
Controller and Chief Accounting Officer George Newcomb becomes interim CFO effective August 14, 2026, with no change to his compensation.
Preliminary Q2 2026 revenue was $5,295 million, up 5.7% year over year; organic revenue growth was 3.5%.
Adjusted EPS is expected to be ahead of prior expectation; full-year 2026 guidance was reaffirmed, and full Q2 results are due July 29, 2026.
Ameris Bancorp reported second-quarter 2026 net income of $51.4 million, or $0.77 per diluted share, down from $109.8 million, or $1.60, a year earlier. The decline reflects an $82.5 million litigation expense accrual tied to a California employment jury verdict. Excluding that accrual and a securities gain, adjusted net income was $107.3 million, or $1.60 per diluted share, compared with $1.59 a year earlier.
GAAP net income of $51.4 million, or $0.77 per diluted share, versus $109.8 million, or $1.60, in Q2 2025
Adjusted net income of $107.3 million, or $1.60 per diluted share, versus $109.4 million, or $1.59, in Q2 2025
Noninterest expense of $242.7 million included an $82.5 million litigation accrual tied to a California employment jury verdict
Net interest margin was 3.88%, unchanged from Q1 2026; loans grew $349.9 million in the quarter
Enova International reported second quarter 2026 results on July 23, 2026, with total revenue of $929 million, up 22% from a year earlier, and diluted earnings per share of $4.00, up 40%. The CFO said the company is raising its outlook for the year, though the filing does not give new guidance figures. The company also said its planned acquisition of Grasshopper Bank remains under regulatory review, with closing expected later this year.
Total revenue of $929 million, up 22% from $764 million in Q2 2025.
Net income of $105 million, or $4.00 per diluted share, versus $2.86 per diluted share a year earlier.
Adjusted earnings per share of $4.31, up 33% from $3.23 in Q2 2025.
CFO Scott Cornelis said the company is raising its outlook for the year; the Grasshopper Bank deal awaits regulatory approval.
First Interstate BancSystem reported second-quarter 2026 net income of $83.9 million, or $0.87 per diluted share, up from $60.2 million, or $0.61, in the first quarter and $71.7 million, or $0.69, a year earlier. The board also raised its share repurchase authorization by $150.0 million to a total of $450.0 million and declared a $0.47 per share dividend, which matters to shareholders because it reflects higher earnings and continued capital return.
Q2 2026 net income of $83.9 million, or $0.87 per diluted share, versus $60.2 million, or $0.61, in Q1 2026
Net interest margin rose to 3.45% from 3.41% in Q1 2026; the Nebraska branch sale produced a $19.5 million gain
Board raised the buyback authorization by $150.0 million to $450.0 million total; about $29.7 million remained available as of June 30, 2026
Dividend of $0.47 per share declared July 22, 2026, payable August 14, 2026, to holders of record on August 4, 2026
Archer-Daniels-Midland appointed Jeffrey Rowe, currently CEO of Syngenta Group, as Executive Vice President and Chief Operating Officer, effective August 17, 2026. He will oversee ADM's commercial businesses, global manufacturing and R&D, reporting to Chair and CEO Juan Luciano, and his offer letter includes a $1,200,000 base salary and sizable one-time make-whole awards.
Rowe steps down as Syngenta Group CEO effective August 1, 2026, a role he has held since January 2024.
Offer letter sets a $1,200,000 base salary, a 175% target annual cash incentive, and an annual target equity award of $12,500,000.
One-time make-whole awards total $18,890,000: a $2,200,000 cash bonus payable January 2027 and RSUs with a $16,690,000 grant date value.
The position is newly created, and Rowe reports to Juan Luciano.
Verisign reported second-quarter 2026 revenue of $435 million, up 6.0% from a year earlier, with diluted EPS of $2.38 versus $2.21 and net income of $217 million. The company said it is raising its full-year 2026 guidance, and its board authorized about $884 million in new share repurchases, bringing total available authorization to $1.50 billion with no expiration date.
Q2 2026 revenue $435 million, up 6.0%; operating income $296 million versus $281 million a year earlier
Diluted EPS $2.38 versus $2.21; net income $217 million versus $207 million
Board added about $884 million to the buyback, for a total of $1.50 billion with no expiration date
Quarterly cash dividend of $0.81 per share, payable August 27, 2026 to holders of record on August 19, 2026
Tenet Healthcare reported second-quarter 2026 results on July 23, 2026, with net operating revenues of $5.628 billion, up 6.8% from a year earlier, and net income to common shareholders of $826 million, or $9.84 per diluted share, versus $288 million, or $3.14, in the second quarter of 2025. The company raised its full-year 2026 adjusted EBITDA outlook and authorized a $2.0 billion increase to its share repurchase program, which matters to shareholders because it lifts expected earnings and returns capital.
Adjusted diluted EPS rose 52.2% to $6.12 from $4.02 a year earlier.
Net income includes $413 million of revenue from the early termination of the CommonSpirit contract, which is excluded from net operating revenues.
FY 2026 adjusted EBITDA outlook is now $4.83 billion to $5.03 billion, a $295 million increase at the midpoint; adjusted free cash flow outlook is $2.725 billion to $3.025 billion.
The Board authorized a $2.0 billion increase to the share repurchase program, leaving $2.13 billion available as of July 23, 2026.
Deckers reported first-quarter fiscal 2027 net sales up 5.7% to $1.020 billion and diluted EPS of $0.94, up from $0.93 a year earlier. The company raised its full-year diluted EPS guidance to $7.35 to $7.50, five cents above the prior outlook, while operating income fell to $155.3 million from $165.3 million.
Net sales rose 5.7% to $1.020 billion; HOKA brand sales rose 7.7% to $703.5 million and UGG brand sales rose 4.9% to $278.0 million
Diluted EPS was $0.94 versus $0.93; operating income declined to $155.3 million from $165.3 million
Full-year FY2027 diluted EPS guidance was raised to $7.35 to $7.50; operating margin is now expected to be slightly better than 21.5%
The company repurchased $338.2 million of shares in the quarter and had about $4.7 billion remaining under its buyback authorization
The Hartford reported second quarter 2026 net income available to common stockholders of $1.3 billion, or $4.68 per diluted share, up from $990 million, or $3.44, a year earlier. The result includes a $251 million income tax benefit tied to the agreed sale of Hartford Funds, while core earnings rose 1% to $945 million. The Board also authorized a new $4.2 billion share repurchase program, which shareholders may view as a sign of capital returns continuing.
Net income available to common stockholders was $1.3 billion ($4.68 per diluted share), up from $990 million ($3.44) in Q2 2025, including a $251 million income tax benefit tied to the Hartford Funds sale.
Core earnings were $945 million ($3.42 per diluted share), up 1% from $932 million in Q2 2025.
The Board authorized a new $4.2 billion share repurchase program, effective Aug. 1, 2026, through the end of 2028, a 27% increase from the prior authorization.
Business Insurance combined ratio was 91.4 versus 87.0 a year earlier, while Personal Insurance improved to 90.1 from 94.1.
AppFolio reported second-quarter 2026 revenue of $281 million, up 19% from a year earlier, and GAAP net income of $41.5 million, or $1.17 per diluted share, compared with $0.99 a year earlier. The company raised its fiscal 2026 revenue range to $1.117 billion to $1.127 billion and its non-GAAP operating margin range to 26.5% to 28.0%, which is a positive signal for shareholders.
Q2 2026 revenue rose 19% year-over-year to $281 million; GAAP operating income rose 31% to $53 million
GAAP diluted earnings per share were $1.17, compared with $0.99 in Q2 2025
Full-year 2026 revenue outlook increased to $1.117 billion to $1.127 billion
Full-year 2026 non-GAAP operating margin outlook increased to 26.5% to 28.0% of revenue
SkyWest reported second-quarter 2026 net income of $101 million, or $2.54 per diluted share, down from $120 million, or $2.91 per diluted share, a year earlier, even as revenue rose 7% to $1.1 billion. The company said higher fuel cost per gallon in its prorate business weighed on results. Its board also approved a $250 million increase to the stock repurchase program, bringing total remaining authorization to approximately $313 million.
Revenue was $1.1 billion in Q2 2026, up $68 million, or 7%, from Q2 2025.
Net income was $101 million, or $2.54 per diluted share, versus $120 million, or $2.91 per diluted share, in Q2 2025.
Aircraft fuel expense was $60.6 million in Q2 2026, compared with $27.5 million in Q2 2025.
The Board approved a $250 million repurchase increase effective July 23, 2026; about $63 million remained under the existing program at June 30, 2026.
On July 17, 2026, EVI Industries and its subsidiaries signed three asset purchase agreements to acquire substantially all assets of Sudsies and related entities, with consideration of $22.6 million, $4.0 million and $900,000. The deals open EVI's consumer garment care services division, and management expects them to be accretive to earnings for the fiscal year ending June 30, 2027. Closing is expected within 30 to 45 days, subject to conditions, and either side may terminate if closing has not occurred by September 1, 2026.
Transaction A: $22.6 million consideration, with $1.716 million held in escrow for at least 12 months
Transaction B: $4.0 million consideration, with $232,000 held in escrow for at least 12 months
Transaction C: $900,000 consideration, including $800,000 in cash and $52,000 in escrow
Closing expected within 30 to 45 days; termination right if not closed by September 1, 2026
FirstCash reported second-quarter 2026 revenue of $1.1 billion, up 29% from a year earlier, and GAAP diluted earnings per share of $2.12, up from $1.34. The company raised its full-year pawn revenue guidance and its board authorized a new $150 million share repurchase program after completing the prior $150 million program in early July. Net revenue at the American First Finance (AFF) payment segment is expected to fall 20% to 25% in 2026.
Q2 2026 revenue was $1.1 billion ($1,074,688 thousand), up 29% from $830.6 million in Q2 2025.
GAAP diluted EPS was $2.12 versus $1.34; adjusted (non-GAAP) diluted EPS was $2.50 versus $1.79.
Board declared a $0.42 per share quarterly dividend, payable August 28, 2026, to holders of record on August 14, 2026.
Board approved a new $150 million share repurchase authorization on July 22, 2026; the prior $150 million program was fully completed in early July 2026.
SL Green reported a second-quarter 2026 net loss attributable to common stockholders of $26.5 million, or $0.38 per share, wider than the $0.16 loss a year earlier, while total revenues rose to $264.0 million from $241.9 million. The company raised its full-year 2026 FFO guidance to $5.60-$5.90 per share from $4.40-$4.70, and its net income guidance to $0.20-$0.50 per share from $(0.27)-$0.03.
Q2 2026 net loss of $0.38 per share vs. a net loss of $0.16 per share in Q2 2025
Q2 2026 FFO of $1.43 per share vs. $1.63 per share a year earlier, which included $46.6 million of income from a mortgage investment resolution
2026 FFO guidance raised to $5.60-$5.90 per share, including $0.80 per share of additional income from One Vanderbilt Avenue
Agreed to sell 10 East 53rd Street for $312.2 million, with closing expected in Q3 2026
Northrim BanCorp agreed on July 22, 2026 to acquire PBCO Financial Corporation, the holding company of Oregon-based People's Bank of Commerce, in an all-stock merger valued at approximately $167.3 million. PBCO shareholders would receive 1.160 Northrim shares for each PBCO share, and the deal is expected to close in the fourth quarter of 2026 or early in the first quarter of 2027, subject to shareholder and regulatory approvals. The filing also marks Northrim's first out-of-state expansion and would increase the combined company's assets to about $4.2 billion, with PBCO shareholders owning about 21.1% of the combined company.
Exchange ratio: 1.160 Northrim shares per PBCO share; aggregate value about $167.3 million, or $32.36 per PBCO share, based on Northrim's $27.90 close on July 21, 2026
PBCO had about $776.6 million in assets, $570.1 million in gross loans and $610.1 million in deposits as of June 30, 2026
Termination fee of $6,692,331 payable by PBCO to Northrim under specified circumstances
Expected closing in the fourth quarter of 2026 or early in the first quarter of 2027, subject to shareholder and regulatory approvals
Norfolk Southern reported second-quarter 2026 railway operating revenue of $3.5 billion, an all-time quarterly record and up 11% from a year earlier. GAAP diluted earnings per share fell 4% to $3.26, while adjusted EPS rose 7% to $3.52 after excluding merger-related expenses, restructuring charges and Eastern Ohio incident effects. The company also raised its 2026 adjusted operating expense guidance to $8.8 to $8.9 billion, citing higher estimated incremental fuel expense.
Revenue of $3.5 billion rose $355 million, or 11%, on a 4% volume increase and higher fuel surcharges.
GAAP income from railway operations was $1.1 billion, down $51 million, or 4%; the GAAP operating ratio was 67.6% versus 62.2%.
Adjusted diluted EPS was $3.52, up $0.23, or 7%; adjusted operating ratio was 65.5%, 210 basis points higher year over year.
2026 adjusted operating expense guidance was updated to $8.8 to $8.9 billion for higher estimated incremental fuel expense.
Bankwell Financial Group reported GAAP net income of $12.4 million, or $1.52 per diluted share, for the second quarter of 2026, up from $11.3 million, or $1.41 per share, in the first quarter. The company raised its 2026 net interest income and loan growth guidance and also raised its non-interest expense guidance. The board declared a $0.20 per share quarterly dividend payable August 21, 2026.
Q2 2026 net income was $12.4 million, or $1.52 diluted EPS, versus $11.3 million, or $1.41, in Q1 2026 and $9.1 million, or $1.15, in Q2 2025.
Net interest income guidance raised to $115 million to $117 million; loan growth outlook raised to 5% to 7%.
Non-interest expense guidance raised to $65 million to $67 million; non-interest income guidance of $12 million to $13 million reiterated.
Quarterly dividend of $0.20 per share payable August 21, 2026, to shareholders of record on August 10, 2026.
Motorsport Games' board approved a limited duration stockholder rights plan on July 22, 2026, and declared a dividend of one right per Class A common share to holders of record on August 3, 2026. The company said the plan is meant to protect stockholders during a period of significant accumulations of its stock by certain holders, and that it was not adopted in response to any specific takeover bid.
Rights become exercisable if a person or group acquires 12.5% or more of Class A common stock, with exceptions for certain existing holders
Each right's purchase price is $25.00, and the plan expires on July 20, 2027, unless it ends earlier
Rights agent is ClearTrust, LLC; the Rights Agreement is filed as Exhibit 4.1
Union Pacific reported second quarter 2026 net income of $2.0 billion, up 6%, and diluted EPS of $3.36, up 7%, with operating revenue of $6.9 billion, up 12%. Adjusted diluted EPS was $3.41, up 13%, and the company said reported EPS growth for 2026 increased to high-single digits, which it said is consistent with its 3-year target. Higher fuel prices weighed on margins, with the operating ratio rising to 59.7%.
Diluted EPS of $3.36 (up 7%) and adjusted diluted EPS of $3.41 (up 13%) for the quarter ended June 30, 2026
Operating revenue of $6.9 billion, up 12%; freight revenue excluding fuel surcharge grew 4%
Reported operating ratio of 59.7%, up 70 basis points; higher fuel prices unfavorably affected the ratio by 120 basis points
2026 outlook: reported EPS growth increased to high-single digit; capital plan of $3.3 billion and consistent annual dividend increases affirmed
Albertsons reported first-quarter fiscal 2026 net income of $84.7 million, or $0.17 per share, down from $236.4 million, or $0.41 per share, a year earlier, with identical sales down 0.8%. The company lowered its fiscal 2026 guidance for adjusted EBITDA and adjusted EPS and announced the ACI Edge operating realignment, which it says will accelerate investment in customer value and execution, a shift that will weigh on near-term profit for shareholders.
Net income was $84.7 million, or $0.17 per share, versus $236.4 million, or $0.41 per share, in the prior-year quarter.
Adjusted EBITDA was $1,013.2 million, down from $1,111.0 million; identical sales fell 0.8%, while digital sales rose 13%.
Fiscal 2026 adjusted EBITDA guidance was cut to $3.550 billion to $3.625 billion from $3.850 billion to $3.925 billion.
Adjusted net income per share guidance was lowered to $1.75 to $1.85 from $2.22 to $2.32.
Albertsons Companies announced that President and Chief Financial Officer Sharon McCollam plans to retire later this year. She will stay in her role until a successor is named, then serve in an advisory capacity through fiscal year-end on February 27, 2027, to support the transition.
Sharon McCollam, President and CFO, plans to retire later in 2026
She remains in her role until a successor is named
Advisory role continues until the end of fiscal year on Feb. 27, 2027
The company is conducting a search for a new leader; no successor is named in the filing
S&T Bancorp reported second-quarter 2026 net income of $36.6 million and diluted earnings per share of $1.02, both up from the first quarter and the second quarter of 2025. The board also authorized a new $100 million share repurchase program, which replaces the existing program effective July 27, 2026.
Net income was $36.6 million for Q2 2026, versus $35.1 million in Q1 2026 and $31.9 million in Q2 2025.
Diluted EPS was $1.02, compared with $0.94 in Q1 2026 and $0.83 in Q2 2025.
The new $100 million buyback runs through August 31, 2027; the remaining capacity under the old program was terminated.
S&T repurchased 1,074,924 shares for $47.6 million during Q2 2026.
Vita Coco reported second-quarter 2026 net sales of $216 million, up 28%, and net income of $49 million, or $0.82 per diluted share, compared with $23 million, or $0.38 per diluted share, a year earlier. The company raised its full-year 2026 net sales and Adjusted EBITDA guidance, and the filing states that the outlook includes the Copra, Inc. acquisition completed on July 22, 2026.
Second-quarter gross margin was 49% versus 36%, with tariff refunds providing a 700 basis point benefit to gross margin in the quarter.
Full-year 2026 net sales guidance is $790 million to $805 million, up from $720 million to $735 million; Adjusted EBITDA guidance is $154 million to $161 million, up from $132 million to $138 million.
On July 21, 2026, the Board approved an additional $40 million share repurchase authorization, bringing the total to $105 million.
The Company acquired Copra, Inc., a producer of super-premium Thai Nam Hom coconut water, on July 22, 2026.
West Pharmaceutical Services reported second-quarter 2026 net sales of $872.3 million, up 13.8%, and diluted EPS of $2.15, up 18.1%. The company raised its full-year 2026 net sales guidance to $3.345 billion to $3.380 billion and its adjusted-diluted EPS guidance to $8.85 to $9.05, which suggests stronger expected profitability for shareholders.
Q2 2026 net sales of $872.3 million rose 13.8%; organic growth was 12.7%, led by HVP Components at $424.1 million, up 19.4%.
Q2 diluted EPS was $2.15, up from $1.82; adjusted-diluted EPS was $2.37, up 28.8%.
Full-year 2026 adjusted-diluted EPS guidance rose to $8.85 to $9.05 from $8.40 to $8.75.
Q3 2026 adjusted-diluted EPS guidance is $2.14 to $2.24, and Q3 net sales are expected at $820 million to $835 million.
Visteon reported second quarter 2026 results with lower sales, net income and earnings per share than a year earlier. The company also entered a $200 million accelerated share repurchase with Bank of America under its $800 million buyback authorization, with settlement expected no later than early in the fourth quarter of 2026.
Net sales were $960 million, compared with $969 million in the second quarter of 2025
Net income attributable to Visteon was $49 million, or $1.80 per diluted share, versus $71 million, or $2.57 per diluted share, a year earlier
Adjusted EBITDA was $116 million, a 12.1% margin, compared with $134 million in the prior-year quarter
The $200 million accelerated share repurchase with Bank of America is expected to be completed early in the fourth quarter of 2026
Tractor Supply reported second-quarter 2026 net sales up 2.3% to $4.54 billion, but comparable store sales fell 1.5% and diluted EPS dropped 14.9% to $0.69, with $75.3 million of impairment and acquisition costs included. The company updated its fiscal 2026 guidance, now projecting diluted EPS of $1.78 to $1.88 and adjusted diluted EPS of $1.90 to $2.00, and withdrew its long-term financial framework from the December 2024 Investor Day.
Q2 2026 net sales rose 2.3% to $4.54 billion, while comparable store sales decreased 1.5% and operating income fell 19.2% to $467.1 million.
Diluted EPS was $0.69 versus $0.81 a year earlier; adjusted diluted EPS was $0.81, excluding Petsense impairment and VIP Petcare acquisition costs.
Updated fiscal 2026 guidance: net sales up 2.5% to 3.5%, comparable store sales down 1% to flat, and diluted EPS of $1.78 to $1.88.
The company withdrew its long-term financial framework and expects to provide an updated one with its fourth-quarter 2026 results.
Roper Technologies reported second quarter 2026 revenue of $2.11 billion, up 9% from a year earlier, and adjusted DEPS of $5.38, up 10%. The company raised its full-year 2026 adjusted DEPS guidance to $22.15-$22.30 from $21.80-$22.05 and repurchased $1.2 billion of stock during the quarter. For shareholders, the higher outlook and buybacks point to improved per-share results, although GAAP results were boosted by an $835 million pretax equity investment gain tied to Indicor.
Q2 2026 revenue rose 9% to $2.11 billion: organic growth 5%, acquisitions 3%.
Adjusted DEPS rose 10% to $5.38; GAAP DEPS was $11.62, up 233%, including the $835 million pretax Indicor-related gain.
Full-year 2026 adjusted DEPS guidance raised to $22.15-$22.30 from $21.80-$22.05; Q3 2026 adjusted DEPS expected at $5.75-$5.80.
Repurchased 3.6 million shares for $1.2 billion in Q2; program to date totals 9.0 million shares for $3.2 billion.
American Airlines reported second-quarter 2026 revenue of $16.7 billion, up 16.3% year over year, but GAAP net income fell to $71 million, or $0.11 per diluted share, from $599 million, or $0.91, a year earlier. Fuel expense rose $2.2 billion, or 83%, and the company lowered its outlook for full-year adjusted earnings per share to a range of ($0.65) to $0.65, which includes a possible loss.
Q2 2026 total operating revenue was $16.7 billion, up 16.3% from $14.4 billion in Q2 2025.
GAAP net income was $71 million, or $0.11 per diluted share, versus $599 million, or $0.91, in Q2 2025; adjusted net income was $99 million, or $0.15 per diluted share.
Q3 2026 adjusted EPS guidance is ($0.70) to ($0.10); full-year 2026 adjusted EPS guidance is ($0.65) to $0.65.
Operating income was $446 million, down 60.7% from $1,135 million a year earlier.
Dover reported second-quarter 2026 revenue of $2.2 billion, up 7% (5% organic), and GAAP diluted EPS from continuing operations of $2.31, up 14%. The company raised its full-year 2026 adjusted EPS guidance to $10.55 to $10.75, with GAAP EPS guidance of $8.94 to $9.14. The filing does not state the prior guidance range, so the size of the increase cannot be determined from it.
Q2 2026 GAAP diluted EPS from continuing operations was $2.31, up 14%; adjusted diluted EPS was $2.74, up 12%
Q2 2026 revenue was $2.2 billion, up 7% (5% organic); earnings from continuing operations were $313 million, up 12%
2026 full-year guidance: GAAP EPS of $8.94 to $9.14 and adjusted EPS of $10.55 to $10.75, on revenue growth of 6% to 8%
Results will be discussed on a conference call and webcast on July 23, 2026 at 9:30 a.m. Eastern time
Ryder reported second-quarter 2026 results for the three months ended June 30, with GAAP earnings per share from continuing operations of $3.40, up 8% from $3.15 a year earlier, and comparable EPS of $3.73, up 12%. The company raised its full-year 2026 comparable EPS range to $14.40-$14.80, which matters to shareholders because it points to higher expected earnings, though GAAP EPS guidance of $13.50-$13.90 was not stated as changed and segment earnings in supply chain and dedicated transportation declined.
Total revenue rose 5% to $3.3 billion, and operating revenue (non-GAAP) rose 3% to $2.7 billion.
Full-year 2026 comparable EPS (non-GAAP) range raised to $14.40-$14.80; free cash flow guidance of $700 million-$800 million was unchanged.
Supply Chain Solutions pre-tax earnings fell 7% to $92 million, and Dedicated Transportation Solutions fell 4% to $36 million; Fleet Management Solutions rose 20% to $150 million.
Q2 included a $10 million non-cash impairment charge on an acquired customer relationship intangible asset.
Bread Financial reported second-quarter 2026 net income of $146 million, up 5% from $139 million a year earlier, and revenue of $993 million, up 7%. The company raised its full-year 2026 outlook for its net loss rate to 7.0% to 7.1%, and declared a $0.23 per share common dividend payable September 15, 2026.
Diluted EPS was $3.55 versus $2.94 a year earlier; diluted weighted average shares fell to 40.7 million from 47.2 million.
Revenue rose to $993 million from $929 million, and the provision for credit losses rose 14% to $313 million.
The 2026 net loss rate outlook is now 7.0% to 7.1%; the company also expects low- to mid-single-digit growth in average loans and total revenue versus 2025.
Common dividend of $0.23 per share is payable September 15, 2026 to holders of record August 31, 2026.
RTX reported second-quarter 2026 sales of $24.7 billion, up 14% from a year earlier, and adjusted EPS of $1.89, up 21%. The company raised its full-year 2026 outlook for adjusted sales, adjusted EPS and free cash flow, and also agreed to sell its Blue Canyon Technologies business for $620 million.
Q2 2026 GAAP EPS was $1.57, up 29% from $1.22; adjusted EPS was $1.89, up 21% from $1.56.
Full-year 2026 adjusted EPS outlook raised to $7.10-$7.25 from $6.70-$6.90.
Full-year 2026 adjusted sales outlook raised to $95.0-$96.0 billion from $92.5-$93.5 billion.
Agreement to sell Raytheon's Blue Canyon Technologies business for $620 million; backlog stood at $289 billion.
Harley-Davidson reported second quarter 2026 revenue of $1.2 billion, down 6% from a year earlier, with net income attributable to the company of $80 million, down 26%, and diluted EPS of $0.75, down 15%. The company also raised its full-year 2026 guidance for motorcycle retail sales, wholesale shipments, and HDMC and HDFS operating income, which may matter to shareholders because the outlook improved while quarterly profit declined.
Q2 2026 revenue was $1.2 billion versus $1.3 billion a year earlier; operating income was $76 million versus $112 million, down 32%.
HDMC operating income guidance for 2026 is now $10 million to $50 million, up from a previous range of a $40 million loss to a $10 million profit.
HDMC retail sales guidance was raised to 133,500 to 138,500 units from 130,000 to 135,000 units.
HDFS operating income guidance was raised to $55 million to $65 million from $45 million to $60 million.
Quest Diagnostics reported second-quarter 2026 net revenues of $3.04 billion, up 10.2% from a year earlier, and reported diluted EPS of $2.84, up 15.0%. The company raised its full-year 2026 revenue and EPS guidance, which matters to shareholders because it expects higher earnings for the year than it previously forecast.
Q2 net revenues $3.04 billion, up 10.2%, with 10.0% organic revenue growth
Q2 reported diluted EPS $2.84, up 15.0%; adjusted diluted EPS $3.12, up 19.1%
Full-year 2026 revenue guidance raised to $11.95 billion to $12.05 billion from $11.78 billion to $11.90 billion
Full-year adjusted diluted EPS guidance raised to $11.05 to $11.25 from $10.63 to $10.83; Q2 reported operating margin was 15.1% versus 15.9% a year earlier
Lockheed Martin reported second quarter 2026 sales of $20.1 billion, up 11% from a year earlier, and net earnings of $1.8 billion, or $7.94 per diluted share, compared with $342 million, or $1.46 per share, in the prior-year quarter that included $1.6 billion of program losses. The company raised its full-year 2026 outlook for sales, segment operating profit, diluted EPS and free cash flow, and reported a record backlog of $230 billion.
Q2 2026 sales $20.1 billion vs. $18.2 billion in Q2 2025; net earnings $1.8 billion, or $7.94 per diluted share, vs. $1.46 per share
Free cash flow $2.9 billion in Q2 2026 vs. $(150) million in Q2 2025; record backlog of $230 billion
Company signed a $35 billion multi-year THAAD contract with the Missile Defense Agency and announced an agreement to acquire Ultra Maritime
T-Mobile reported second quarter 2026 results, with service revenues up 9% year-over-year to $19.0 billion, net income up 1% to $3.2 billion and diluted EPS up 5% to $2.99. The company raised its 2026 guidance for net cash provided by operating activities and Adjusted Free Cash Flow, while reiterating its Core Adjusted EBITDA guidance of $37.1 billion to $37.5 billion.
Diluted EPS of $2.99 rose 5% year-over-year and included $0.14 per share of UScellular merger-related costs, including accelerated depreciation, net of tax.
Postpaid net account additions were 277 thousand, down 13% year-over-year, while postpaid ARPA of $152.91 grew 2%.
Adjusted Free Cash Flow guidance for 2026 is now $18.4 billion to $18.8 billion, up from $18.1 billion to $18.7 billion.
Stockholder returns were $3.3 billion in Q2 2026, and the company repurchased an additional $392 million in common stock from Q3 2026 through July 17, 2026.
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