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).
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
Heritage Financial reported second quarter 2026 net income of $17.5 million, or $0.42 per diluted share, down from $18.9 million, or $0.48, in the first quarter but up from $12.2 million, or $0.36, a year earlier. Net interest margin rose to 3.99%, and the board declared a $0.25 per share quarterly dividend payable August 19, 2026.
Net income was $17.5 million, or $0.42 per diluted share, versus $18.9 million, or $0.48, in Q1 2026 and $12.2 million, or $0.36, in Q2 2025.
Adjusted diluted EPS was $0.57, compared with $0.59 in Q1 2026 and $0.53 in Q2 2025.
Net interest margin rose 3 basis points to 3.99%; merger-related expenses were $7.5 million in Q2 2026, up from $5.2 million in Q1.
Board declared a $0.25 quarterly cash dividend, payable August 19, 2026, to shareholders of record on August 5, 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.
Hilltop Holdings reported second-quarter 2026 income attributable to common stockholders of $36.5 million, or $0.63 per diluted share, up from $0.57 a year earlier but down from $0.64 in the first quarter of 2026. The board also declared a $0.22 quarterly dividend and raised its stock repurchase authorization to $200.0 million, while the company said economic conditions will continue to have an adverse impact on operating results for the rest of 2026.
Q2 2026 income attributable to common stockholders was $36.5 million, or $0.63 per diluted share, versus $36.1 million, or $0.57, in Q2 2025.
Noninterest income rose 3.8% to $200.0 million, and noninterest expense rose 2.1% to $266.7 million, compared with the second quarter of 2025.
Quarterly dividend of $0.22 per share is payable August 21, 2026, to holders of record on August 7, 2026.
Repurchase program authorization increased by $75.0 million to $200.0 million, with about $106 million of capacity remaining through the January 2027 expiration.
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.
Associated Banc-Corp reported second quarter 2026 net income available to common equity of $121 million, or $0.63 per share, up from $108 million a year earlier but with per-share earnings down from $0.65. Excluding nonrecurring items tied to the American National Corporation acquisition, adjusted earnings were $140 million, or $0.73 per share. Net interest income rose 23% from a year earlier to $370 million, while the company said it continues to expect most of its 2026 growth targets.
Q2 2026 net income available to common equity was $121 million, or $0.63 per share, versus $117 million, or $0.70 per share, in Q1 2026 and $108 million, or $0.65 per share, in Q2 2025.
Adjusted earnings excluding nonrecurring items were $140 million, or $0.73 per share; nonrecurring noninterest expense included $24 million tied to the American National Corporation acquisition, which closed April 1, 2026.
Period-end loans reached $36.5 billion, up 19% from a year earlier, and period-end deposits reached $39.9 billion, up 17%.
The company now expects 2026 period-end loan growth of 18% to 20% and noninterest expense growth of 20% to 21%, compared with 2025 standalone results.
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
Five Point Holdings reported second quarter 2026 consolidated net income of $29.9 million, up from $8.6 million a year earlier, on revenues of $13.9 million versus $7.5 million. The company said it is not updating its prior guidance of approximately $100 million in consolidated net income for 2026, and that remaining land sales are expected in the fourth quarter, subject to market conditions. For shareholders, the quarter's gain was driven largely by a $159.3 million land sale by the Great Park Venture, while six-month net income of $25.0 million was below the $69.2 million reported a year earlier.
Q2 2026 net income attributable to the Company was $10.9 million, or $0.15 per diluted Class A share, versus $3.3 million, or $0.05, in Q2 2025.
Six-month 2026 net income was $25.0 million, down from $69.2 million in the first six months of 2025.
Great Park Venture sold 17.7 acres of commercial land for $159.3 million during the quarter.
As of June 30, 2026, cash and cash equivalents were $348.4 million and total liquidity was $565.9 million.
Intel reported second-quarter 2026 revenue of $16.1 billion, up 25% from a year earlier, and non-GAAP EPS of $0.42 compared with a non-GAAP loss of $0.10 a year earlier. GAAP results were a net loss attributable to Intel of $11.0 billion, or $(2.16) per share, driven by a $12.6 billion net charge in interest and other, net. Intel guided third-quarter 2026 revenue to $15.8 billion to $16.8 billion and non-GAAP EPS to $0.38.
Q2 2026 revenue was $16.1 billion, up 25% year over year; GAAP gross margin was 40.4% and non-GAAP gross margin was 41.8%.
GAAP net loss attributable to Intel was $11.0 billion, compared with $2.9 billion a year earlier; non-GAAP net income attributable to Intel was $2.2 billion.
Interest and other, net was a $12.6 billion charge in the quarter; the filing lists the Escrowed Shares mark-to-market as a component of this line.
Third-quarter 2026 guidance: revenue of $15.8 billion to $16.8 billion, GAAP EPS of $0.31 and non-GAAP EPS of $0.38.
Boyd Gaming reported second-quarter 2026 revenue of $1.03 billion, in line with the year-earlier quarter, while GAAP net income fell to $131.2 million from $151.5 million. Adjusted earnings rose to $1.93 per share from $1.87, but Adjusted EBITDAR declined to $350.5 million from $357.9 million. The company also repurchased $156 million of its shares during the quarter.
Q2 2026 revenue was $1.03 billion, in line with Q2 2025.
Net income attributable to Boyd Gaming was $131.2 million, or $1.75 per diluted share, versus $151.5 million, or $1.84 per share, a year earlier.
Adjusted earnings were $144.4 million, or $1.93 per share, versus $1.87 per share in Q2 2025.
The company repurchased $156 million of shares in Q2 and had $551 million remaining under its authorization as of June 30, 2026.
Newmont reported second quarter 2026 results on July 23, 2026. Net income attributable to stockholders was $2.2 billion, or $2.06 per diluted share, down $1.1 billion from the prior quarter, mainly on lower realized gold and silver prices. The company reported record second quarter free cash flow of $2.2 billion, reaffirmed its 2026 guidance, and said it has repurchased $1.7 billion of stock since its last earnings call.
Adjusted net income was $2.2 billion, or $2.10 per diluted share, compared with $3.2 billion, or $2.90 per share, in the first quarter of 2026
Average realized gold price was $4,414 per ounce, a decrease of $486 per ounce from the prior quarter
Free cash flow was $2.2 billion, down 30 percent from the prior quarter; the company declared a $0.26 per share dividend payable September 28, 2026
As of the filing date, $4.3 billion remains under the current $6 billion share repurchase authorization
Community West Bancshares reported unaudited second-quarter 2026 net income of $2,695,000, or $0.10 per diluted share, down from $7,832,000, or $0.41, a year earlier. The filing ties the decline mainly to merger and conversion costs from the April 1, 2026 combination with United Security Bancshares, a $5,899,000 loss on securities sales and a higher provision for credit losses, while net interest income rose year over year. The board also declared a $0.12 per share cash dividend payable August 21, 2026.
Net income of $2,695,000 ($0.10 per diluted share) for the quarter ended June 30, 2026, versus $11,489,000 ($0.60) in the prior quarter and $7,832,000 ($0.41) a year earlier.
Non-core items included merger and conversion costs of $7,747,000, a loss on sales and calls of investment securities of $5,899,000, and a provision for credit losses of $5,635,000.
Comparable (non-GAAP) diluted EPS was $0.45; net interest margin was 4.56%, up from 4.30% in the first quarter of 2026.
The board declared a $0.12 per share cash dividend payable August 21, 2026, to shareholders of record as of August 7, 2026.
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.
Scholastic reported fiscal 2026 revenue of $1.58 billion, down 3%, while net income rose to $56.7 million from a $1.9 million loss, helped by a $99.7 million gain on sale-leaseback transactions. Adjusted EBITDA rose 4% to $151.5 million, in line with guidance, and the company returned $288.6 million to shareholders. Its fiscal 2027 outlook calls for revenue growth of about 2% to 4% and Adjusted EBITDA of $135 million to $145 million.
Fiscal 2026 revenue fell 3% to $1,581.9 million; fourth-quarter revenue fell 6% to $476.1 million.
Fiscal 2026 diluted EPS was $2.34, compared with a loss of $0.07 a year earlier; operating income was $15.2 million versus $15.8 million.
Fiscal 2027 outlook: revenue growth of about 2% to 4% and Adjusted EBITDA of about $135 million to $145 million.
The company returned about $288.6 million to shareholders in fiscal 2026 and had $183.0 million left on its repurchase authorization at May 31, 2026.
Eagle Financial Services reported second quarter 2026 net income of $5.0 million, or $0.92 per share, which includes a $3.5 million pre-tax gain from selling its stake in Bearing Insurance Group. Excluding the gain, adjusted net income was $2.2 million, down from $3.7 million in the first quarter and $5.3 million a year earlier, mainly because the provision for credit losses rose to $3.2 million. The board also declared a $0.31 quarterly dividend, so shareholders should weigh the one-time gain against weaker core earnings.
Net income was $5.0 million, or $0.92 per share, for Q2 2026, versus $3.7 million, or $0.69 per share, in Q1 2026 and $5.3 million, or $0.98 per share, in Q2 2025.
Adjusted net income, excluding the tax-effected gain, was $2.2 million, or $0.41 per share, down 40.5% from Q1 2026.
Provision for credit losses on loans was $3.2 million, compared with $2.0 million in Q1 2026 and $856 thousand in Q2 2025.
Quarterly cash dividend of $0.31 per share is payable August 14, 2026, to shareholders of record on August 3, 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
Oak Valley Bancorp reported unaudited second-quarter 2026 net income of $5,114,000, or $0.61 per diluted share, down from $5,588,000, or $0.67, a year earlier. Net interest income and loans grew, but higher non-interest expense outweighed these gains, and the company also declared a $0.375 per share cash dividend.
Q2 2026 net income was $5,114,000 ($0.61 diluted EPS), versus $5,309,000 ($0.64) in Q1 2026 and $5,588,000 ($0.67) in Q2 2025.
Net interest income rose to $18,944,000 from $18,154,000 a year earlier; net interest margin was 4.15%.
Non-interest expense rose to $14,157,000 from $12,443,000 a year earlier, which the company attributed to staffing and growth-related costs.
Board declared a cash dividend of $0.375 per share, payable August 14, 2026, to shareholders of record on August 3, 2026.
Pool Corporation reported second-quarter 2026 net sales up 2% to $1.8 billion, while operating income fell 2% to $267.7 million and net income fell 3% to $188.1 million. The company confirmed its 2026 earnings guidance range, excluding $8.3 million of CEO transition costs, which were recorded in the quarter.
Q2 net sales rose 2% to $1.8 billion; gross margin fell 30 basis points to 29.7%
Q2 diluted EPS was $5.17, flat with Q2 2025; adjusted diluted EPS rose 4% to $5.38
Excluding CEO transition costs, 2026 diluted EPS guidance of $10.87 to $11.17 was confirmed; GAAP range is $10.66 to $10.96
Total debt rose $110.8 million to $1.3 billion at June 30, 2026
Kearny Financial reported fiscal 2026 net income of $36.3 million, up 39.1% from a year earlier, but net income for the June 2026 quarter fell 29.2% from the March 2026 quarter to $7.2 million. The quarter was weighed by a $1.6 million discrete tax charge and $745,000 of severance expense, and the board declared an unchanged quarterly dividend of $0.11 per share.
Fiscal year ended June 30, 2026: net income $36.3 million, or $0.57 per diluted share, versus $26.1 million, or $0.42, a year earlier.
June 2026 quarter: net income $7.2 million, or $0.11 per diluted share, versus $10.1 million, or $0.16, in the March 2026 quarter.
Quarterly cash dividend of $0.11 per share, payable August 26, 2026, to stockholders of record as of August 12, 2026.
Net interest margin expanded 30 basis points to 2.18% for the fiscal year; total deposits were $5.71 billion at June 30, 2026.
On July 23, 2026, LightPath agreed to sell 100% of its China subsidiary, LightPath (Zhenjiang) Optical Instrumentation Co., Ltd., to Hengtu Optical Technology Co., Ltd., a company owned by Leo Zheng and certain current management team members. The cash price is $4.5 million, paid over five years, and the company said the China operation generated about $4.5 million a year of third-party revenue in fiscal 2025 and 2026 (preliminary) that will leave consolidated revenue at closing.
Purchase price of $4.5 million, payable in full no later than the fifth anniversary of closing, with at least $500,000 per year plus interest of 4% of each installment's principal.
About $4.5 million of average annual third-party revenue from the China operation (fiscal 2025 and 2026, preliminary) will no longer be consolidated after closing.
The purchaser will supply LightPath products during a five-year Exclusive Supply Term at cost plus 10%, rising 5 points per $1 million of principal paid, to a fixed cost plus 30%.
Closing is expected in the coming weeks, subject to customary closing conditions; the filing does not give profit or EPS effects.
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.
Old Republic reported second-quarter 2026 net income of $322.3 million, up from $204.4 million a year earlier, largely due to investment gains. Net income excluding investment gains fell 11.1% to $186.0 million, and net operating income per diluted share declined to $0.76 from $0.83, while net premiums and fees earned rose 5.2% to nearly $2.1 billion.
Net income $322.3 million vs. $204.4 million; net of tax investment gains were $136.2 million vs. a $4.7 million loss
Net operating income $186.0 million vs. $209.2 million; diluted per-share figure $0.76 vs. $0.83
Consolidated combined ratio 95.3% vs. 93.6%; book value per share $25.33, up 7.2% including dividends since year-end 2025
Acquisition of Everett Cash Mutual Insurance Co. closed July 1, 2026; company expects a gain of approximately $125 million
Freeport-McMoRan reported second-quarter 2026 net income attributable to common stock of $984 million, or $0.68 per share, up from $772 million, or $0.53 per share, a year earlier. Revenue fell to $7,029 million from $7,582 million and operating income fell to $2,003 million from $2,432 million, as copper sales dropped due to lower output at the Grasberg mine in Indonesia. Shareholders also face after-tax charges of $96 million tied to the September 2025 mud rush incident at PTFI.
Net income attributable to common stock was $984 million, $0.68 per share, versus $772 million, $0.53 per share, in second-quarter 2025
Revenue was $7,029 million and operating income was $2,003 million, compared with $7,582 million and $2,432 million a year earlier
Copper sales were 710 million pounds, down from 1.0 billion pounds in second-quarter 2025, reflecting the phased ramp-up of the Grasberg Block Cave mine
During the quarter, the company bought back 1.7 million shares for $110 million and 2.0 million Cerro Verde shares for $107 million
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
MarineMax reported fiscal third-quarter 2026 results, with revenue down 7.0% to $611.3 million on a 7% decline in same-store sales. Net income was $15.4 million, or $0.66 per diluted share, compared with a net loss of $52.1 million a year earlier, which included a $69.1 million goodwill impairment; gross margin rose 530 basis points to 35.7%, helped by about 110 basis points from a tariff refund. The company reaffirmed its fiscal 2026 guidance of Adjusted EBITDA of $110 million to $125 million and adjusted net income of $0.40 to $0.95 per diluted share.
Revenue fell 7.0% to $611.3 million from $657.2 million; same-store sales declined 7%.
Gross margin rose 530 basis points to 35.7%; gross profit increased 9.2% to $218.1 million.
Net income was $15.4 million, or $0.66 per diluted share, versus a net loss of $52.1 million, or $2.42 per share, a year earlier; adjusted diluted EPS was $0.81.
Fiscal 2026 guidance reaffirmed: Adjusted EBITDA of $110 million to $125 million.
Valley National Bancorp reported second quarter 2026 net income of $170.9 million, or $0.29 per diluted share, up from $163.9 million, or $0.28, in the first quarter and $133.2 million, or $0.22, in the second quarter of 2025. Non-accrual loans rose to $462.6 million from $432.6 million in the first quarter, and the provision for credit losses for loans increased to $29.2 million from $21.2 million, so higher profit came alongside weaker credit indicators.
Net income of $170.9 million, or $0.29 per diluted share, versus $0.28 in Q1 2026 and $0.22 in Q2 2025
Net interest margin of 3.20 percent, up 3 basis points from Q1 2026 and 19 basis points from Q2 2025
Non-accrual loans rose to $462.6 million, or 0.88 percent of total loans, at June 30, 2026 from $432.6 million at March 31, 2026
Repurchased 1.5 million shares during the quarter at an average price of $13.40
Altisource reported second-quarter 2026 results for the period ended June 30, 2026. Service revenue rose 19% to $48.7 million, but the company swung to a net loss attributable to Altisource of $0.6 million, compared with a $16.6 million profit a year earlier that included an $18.5 million tax benefit. Adjusted EBITDA fell 18% to $4.4 million, so shareholders see higher revenue alongside weaker profit measures.
Service revenue was $48.7 million, up $7.9 million or 19% from the second quarter of 2025.
Diluted loss per share was $(0.05), compared with diluted earnings per share of $1.48 a year earlier, which included an $18.5 million income tax benefit.
Adjusted EBITDA was $4.4 million, 18% lower than the prior year, and the Adjusted EBITDA margin was 9% versus 13%.
Cash used in operating activities was $6.6 million, and the company ended the quarter with $23.2 million of cash and cash equivalents.
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.
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.
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.
Lazard reported second-quarter 2026 net revenue of $808 million, up 1% from a year earlier, while U.S. GAAP net income fell 91% to $5 million, or $0.03 per share diluted. The company cited an elevated tax rate and said adjusted net income was $13 million, or $0.12 per share. The board also declared a $0.50 quarterly dividend and authorized an additional $200 million in share repurchases.
Net revenue $808 million vs. $796 million a year earlier; Financial Advisory fell 9% to $450 million while Asset Management rose 20% to $351 million.
U.S. GAAP diluted EPS $0.03 vs. $0.52 in Q2 2025; adjusted diluted EPS $0.12 vs. $0.52.
On July 22, 2026, the board authorized $200 million in additional buybacks and declared a $0.50 per share dividend payable August 14, 2026 to holders of record on August 3, 2026.
Cash and cash equivalents were $1,100 million as of June 30, 2026.
CVB Financial reported second quarter 2026 net income of $48.3 million, or $0.29 per diluted share, down from $51.0 million and $0.38 in the first quarter and from $50.6 million and $0.37 a year earlier. Net interest income rose to $162.4 million, largely because the Heritage Commerce Corp acquisition, completed April 17, 2026, added assets and deposits, but $31.4 million of acquisition expense weighed on profit. For shareholders, the quarter shows higher revenue offset by lower earnings during the merger's first full quarter.
Net earnings were $48.3 million, or $0.29 per diluted share, versus $0.38 in the first quarter of 2026 and $0.37 in the second quarter of 2025.
Net interest income was $162.4 million, up $44.6 million from the first quarter; net interest margin was 3.72%, up 28 basis points.
Acquisition expense of $31.4 million and noninterest expense of $114.4 million reflected the Heritage acquisition completed April 17, 2026.
The board approved a 2026 repurchase program of up to 15,000,000 shares on June 15, 2026, replacing the 2024 program.
Honeywell reported second quarter 2026 results on July 23, with consolidated sales of $9.7 billion, up 4% from a year earlier, while operating income fell 6% and adjusted EPS fell 4% to $4.52. GAAP EPS of $17.83 includes a one-time gain on the deconsolidation of Quantinuum, and Honeywell Technologies raised its adjusted EPS guidance while lowering its full-year sales range.
Consolidated sales were $9,719 million, up 4% from $9,322 million, and operating income was $1,737 million, down 6%.
Adjusted EPS was $4.52 versus $4.72 a year earlier; GAAP diluted EPS was $17.83, reflecting a $6,629 million gain on deconsolidation of Quantinuum.
Honeywell Technologies raised full-year adjusted EPS guidance to $8.05 to $8.35 from $7.90 to $8.30, and lowered full-year sales guidance to $19.8 billion to $20.0 billion from $19.9 billion to $20.2 billion.
Honeywell Aerospace completed its spin-off on June 29, 2026, and will report its second quarter results on a standalone basis after market close on August 5.
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