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).
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.
Hyliion Holdings announced a cost-plus-fixed-fee contract from the Office of Naval Research with a total value of approximately $42 million. The company will design, build, test and deliver 2-megawatt and 3-megawatt power generation units under a 36-month base period ending around July 2029, with work performed primarily in Cedar Park, Texas.
Contract value of approximately $42 million, a 36-month base period with no option periods
Work to deliver 2-megawatt and 3-megawatt power generation units, expected to be completed by July 2029
Funding fully obligated at award using fiscal year 2025 and fiscal year 2026 Navy RDT&E appropriations
Awarded under ONR Long Range Broad Agency Announcement BAA No. N00014-25-S-B001
Southside Bancshares reported second-quarter 2026 net income of $26.8 million, or $0.90 per diluted share, up from $21.8 million, or $0.72 per share, a year earlier. The filing also shows net interest margin falling to 2.80% from 2.91% in the first quarter, and total deposits down 7.0% from a year earlier, which shareholders may want to track.
Net income was $26.8 million for the quarter ended June 30, 2026, up 23.0% from $21.8 million a year earlier; diluted EPS was $0.90 versus $0.72.
Net interest margin decreased to 2.80% from 2.91% in the March 31, 2026 quarter; net interest income was $57.3 million.
Total deposits were $6.17 billion at June 30, 2026, down $462.6 million or 7.0% from a year earlier, mainly due to a $602.1 million decrease in brokered deposits.
The company declared a second-quarter cash dividend of $0.36 per share and did not repurchase any common stock during the quarter.
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.
AmeriServ Financial made a July 2026 investor presentation available on its website, furnished under Item 7.01 and not deemed filed. The slides show second-quarter 2026 net income of $2.7 million and EPS of $0.16, up from $1.8 million in the first quarter and from a loss of $282 thousand in the second quarter of 2025. The deck also reiterates a $0.03 quarterly dividend and states that no share repurchases are authorized, with the board expected to revisit that in the second half of 2026.
Second-quarter 2026 net income of $2,738 thousand and EPS of $0.16, versus $1,794 thousand in the first quarter of 2026 and a loss of $282 thousand in the second quarter of 2025
Net interest margin of 3.34% in the second quarter of 2026; total assets of $1,457.1 million and tangible book value of $6.45 per share as of June 30, 2026
Common dividend held at $0.03 per share quarterly; no share repurchases authorized, with the board expected to revisit this in the second half of 2026
Non-performing loans of $7.8 million, or 0.76% of total loans, as of June 30, 2026
BancFirst reported second-quarter 2026 net income of $66.7 million, or $1.96 per diluted share, up from $62.3 million, or $1.85 per diluted share, a year earlier. Net interest income rose to $133.5 million and net interest margin widened to 3.84%, while noninterest expense and credit provisions also increased. The company said it announced the SpiritBank acquisition during the quarter, with a fourth-quarter close anticipated pending regulatory approval.
Net income $66.7 million ($1.96 diluted EPS) vs. $62.3 million ($1.85) in Q2 2025
Net interest income $133.5 million vs. $121.3 million; net interest margin 3.84% vs. 3.75%
Noninterest expense $97.5 million vs. $88.2 million; provision for credit losses $4.9 million vs. $1.4 million
Nonaccrual loans 0.94% of total loans at June 30, 2026, up from 0.72% at year-end 2025
Glacier Bancorp reported second-quarter 2026 net income of $97.9 million, up 85% from $52.8 million a year earlier and up 19% from the prior quarter. Diluted earnings per share were $0.75, compared with $0.45 a year earlier, and net interest margin widened to 3.90%, which supports earnings for shareholders.
Net income $97.9 million for the quarter ended June 30, 2026, versus $82.1 million in the prior quarter and $52.8 million a year earlier
Diluted EPS $0.75, versus $0.63 in the prior quarter and $0.45 a year earlier; operating diluted EPS $0.76 (non-GAAP)
Net interest margin 3.90%, up 10 basis points from the prior quarter and 69 basis points from a year earlier
Quarterly dividend of $0.33 per share declared June 23, 2026, payable July 16, 2026
Primis Financial reported second-quarter 2026 net income available to common shareholders of $9.4 million, or $0.38 per diluted share, up from $2.4 million, or $0.10, a year earlier and $0.30 per diluted share in the first quarter of 2026. For the first six months, net income fell to $16.7 million, or $0.68 per diluted share, from $25.1 million, or $1.01, in the same period of 2025. The board also declared a $0.10 per share quarterly dividend, unchanged from the prior quarters.
Q2 2026 net income available to common shareholders was $9.4 million, or $0.38 per diluted share, versus $2.4 million, or $0.10, in Q2 2025.
First-half 2026 net income was $16.7 million, or $0.68 per diluted share, versus $25.1 million, or $1.01, in first-half 2025.
Net interest margin was 3.45% in Q2 2026 versus 2.86% in Q2 2025; total assets were $4.4 billion at June 30, 2026.
Provision for credit losses was $5.5 million in Q2 2026, including about $5.3 million tied to one nonaccrual credit; the $0.10 dividend is payable August 21, 2026 to holders of record on August 7, 2026.
Customers Bancorp reported unaudited second-quarter 2026 net income available to common shareholders of $71.6 million, or $2.05 per diluted share, up from $55.8 million, or $1.73 per diluted share, a year earlier. The company reaffirmed its full-year 2026 guidance across all metrics, and deposits and loans both reached period-end records.
Q2 2026 net income available to common shareholders was $71.6 million, or $2.05 per diluted share, compared with $55.8 million, or $1.73 per diluted share, in Q2 2025.
Net interest income was $193.4 million in Q2 2026, up $16.7 million from Q2 2025.
Management reaffirmed full-year 2026 guidance across all metrics.
Non-performing loans rose to 0.31% of total loans and leases at June 30, 2026, from 0.18% at June 30, 2025.
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
Columbia Banking System reported second quarter 2026 net income of $208 million, up from $192 million in the first quarter, with diluted earnings of $0.73 per share versus $0.66 a quarter earlier. Net interest income fell $5 million to $589 million, while lower merger expense cut non-interest expense by $19 million to $375 million. Total deposits declined to $52.1 billion from $53.5 billion, and borrowings rose to $4.3 billion.
Net income was $208 million, up from $192 million in Q1 2026; diluted EPS was $0.73 versus $0.66 in Q1 and $0.73 in Q2 2025
Operating diluted EPS, a non-GAAP measure, was $0.76 versus $0.72 in Q1 2026
Net interest income was $589 million, down $5 million, and net interest margin was 3.93%, down 3 basis points
Non-interest expense was $375 million, down $19 million on lower merger expense; total deposits fell to $52.1 billion from $53.5 billion
Virginia National Bankshares reported second-quarter 2026 net income of $9.0 million, or $1.65 per diluted share, up from $4.2 million, or $0.78 per diluted share, a year earlier. The filing attributes the increase mainly to a lower cost of funds, reduced noninterest expense and a $4.7 million gain on the sale of a limited partnership interest in Bearing Insurance Group, LLC. The board also declared a $0.36 per share quarterly dividend, payable August 28, 2026 to holders of record on August 14, 2026.
Q2 2026 net income was $9.0 million, or $1.65 per diluted share, versus $4.2 million, or $0.78, in Q2 2025.
Noninterest income included a $4.7 million gain on the Bearing Insurance Group, LLC transaction.
Net interest margin (FTE) was 3.65% versus 3.40%, and the efficiency ratio (FTE) was 41.6% versus 61.2%.
Quarterly cash dividend of $0.36 per share is payable August 28, 2026 to holders of record on August 14, 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
OP Bancorp reported preliminary unaudited second-quarter 2026 net income of $8.0 million, or $0.53 per diluted share, up from $7.2 million and $0.48 in the first quarter and from $6.3 million and $0.42 a year earlier. The company also declared a quarterly cash dividend of $0.14 per share, payable August 20, 2026, which shareholders of record on August 6, 2026 will receive.
Revenue was $25.7 million in the second quarter, up from $24.6 million in the first quarter, and net interest margin fell to 3.08% from 3.19%.
The company recorded a $149 thousand reversal of provision for credit losses, tied to the payoff of a previously reserved nonaccrual commercial real estate loan.
Quarterly cash dividend of $0.14 per share is payable on or about August 20, 2026 to holders of record as of August 6, 2026.
SouthState reported second-quarter 2026 diluted earnings per share of $2.35 and net income of $230 million, both higher than the first quarter and the year-earlier period. The board also raised the quarterly cash dividend from $0.60 to $0.66 per share, payable August 14, 2026.
Diluted EPS of $2.35 for the quarter, up from $2.28 in the first quarter of 2026 and $2.11 a year earlier; net income of $230 million.
Net interest income of $576 million, up $14 million from the prior quarter; noninterest income of $97 million, down $3 million.
Quarterly dividend raised from $0.60 to $0.66 per share, payable August 14, 2026, to shareholders of record as of August 7, 2026.
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.
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.
Universal Insurance Holdings reported second quarter 2026 results for the quarter ended June 30, 2026, with net income available to common stockholders of $59.2 million, up 68.7% from a year earlier. Total revenue rose 6.7% to $427.0 million, and a lower net loss ratio drove the profit gain, which management attributes to favorable claims and litigation trends. The board also declared a 16-cent quarterly dividend, and the company repurchased about 122 thousand shares for $4.5 million during the quarter.
Diluted GAAP EPS was $2.04 versus $1.21 a year earlier; diluted adjusted EPS was $1.84 versus $1.23.
Total revenues were $427.0 million, up 6.7%; direct premiums written were $621.3 million, up 4.1%.
Net loss ratio was 64.8%, down 7.5 points; combined ratio was 91.6% versus 97.8%.
Board declared a 16-cent quarterly dividend, payable August 7, 2026, to holders of record as of July 31, 2026.
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
Kinsale Capital Group reported second-quarter 2026 net income of $175.9 million, or $7.72 per diluted share, up from $134.1 million, or $5.76 per share, a year earlier. Gross written premiums fell 5.0%, mainly because of heightened competition in the Commercial Property Division, while underwriting income rose to $105.4 million and the company added a $250 million share repurchase authorization.
Q2 2026 net income $175.9 million ($7.72 per diluted share) vs. $134.1 million ($5.76) in Q2 2025
Q2 2026 net operating earnings $126.2 million ($5.54 per diluted share) vs. $111.4 million ($4.78)
Gross written premiums $527.6 million, down 5.0%; Commercial Property Division premiums down 32.7%
July 2026 board approved an additional $250 million buyback, leaving $337.5 million of remaining capacity
SS&C reported second-quarter 2026 results, with GAAP revenue of $1,695.7 million, up 10.3% from a year earlier, and GAAP diluted earnings per share of $0.97, up 34.7%. The company also issued full-year 2026 guidance for adjusted revenue and adjusted diluted EPS, which shareholders can compare against future results.
Q2 2026 GAAP net income attributable to SS&C common stockholders was $234.8 million, up 29.9%.
Adjusted diluted EPS was $1.76, up 18.1%; adjusted consolidated EBITDA was $670.7 million, up 11.7%.
FY 2026 guidance: adjusted revenue of $6,672 million to $6,832 million and adjusted diluted EPS of $6.93 to $7.25.
Returned $499.2 million to shareholders in Q2, including $435.2 million in share repurchases.
C&N reported unaudited second quarter 2026 net income of $14.1 million, or $0.79 per diluted share, compared with $273,000 in the first quarter of 2026 and $6.1 million in the second quarter of 2025. The company also declared a regular quarterly dividend of $0.28 per share, payable August 14, 2026, to holders of record on August 3, 2026, which shareholders will receive as cash.
Net income of $14,057,000, or $0.79 per diluted share, for Q2 2026, versus $273,000 ($0.02) in Q1 2026 and $6,117,000 ($0.40) in Q2 2025
Credit for credit losses of $1,846,000 in Q2 2026, compared with a provision of $13,602,000 in Q1 2026, which included a $10,056,000 charge-off on one commercial real estate loan
Net interest margin of 4.07% in Q2 2026, up from 3.98% in Q1 2026 and 3.52% in Q2 2025
Quarterly dividend of $0.28 per share, payable August 14, 2026, to shareholders of record as of August 3, 2026
WSFS Financial reported second-quarter 2026 diluted EPS of $1.63 and net income of $84.4 million, compared with $1.64 and $86.8 million in the first quarter and $1.27 and $72.3 million a year earlier. Total net revenue rose to $282.5 million from $267.5 million a year ago, and the company returned $76.6 million to shareholders through buybacks and dividends.
Diluted EPS $1.63 in 2Q 2026 vs. $1.64 in 1Q 2026 and $1.27 in 2Q 2025
Total net revenue $282.5 million, up from $275.3 million in 1Q 2026 and $267.5 million in 2Q 2025
Repurchased $66.2 million of common stock and paid $10.4 million in dividends in 2Q 2026
Management will hold a conference call on Friday, July 24, 2026 at 1:00 p.m. ET; the CEO referenced an updated full-year outlook, but the filing excerpt does not state its figures
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
Knowles reported second-quarter 2026 revenue of $166.8 million, up 14% from a year earlier, and diluted EPS from continuing operations of $0.21, up from $0.09. The company said revenue exceeded the high end of its guided range and non-GAAP diluted EPS of $0.33 was above that range. It also gave a Q3 2026 outlook of $167 million to $177 million in revenue and non-GAAP diluted EPS of $0.34 to $0.38, and now expects 2026 revenue growth of 10% to 12%.
Q2 2026 revenue was $166.8 million, up 14% year over year; gross margin was 44.7% on a GAAP basis.
Q2 2026 diluted EPS from continuing operations was $0.21 versus $0.09 a year earlier; non-GAAP diluted EPS was $0.33, up 38%.
Q3 2026 guidance: revenue of $167 million to $177 million and non-GAAP diluted EPS of $0.34 to $0.38.
Management expects 2026 revenue growth of 10% to 12% and adjusted EBITDA growth of more than 20%.
MaxLinear reported unaudited second-quarter 2026 results, with net revenue of $168.8 million, up 55% from a year earlier, and GAAP diluted earnings of $0.02 per share versus a loss of $0.31 per share in the year-ago quarter. The company also gave third-quarter 2026 revenue guidance of $210 million to $220 million, and GAAP net income was helped by an $8.3 million income tax benefit.
Q2 2026 net revenue was $168.8 million, up 23% from $137.2 million in Q1 2026 and up 55% from $108.8 million in Q2 2025.
GAAP diluted EPS was $0.02, compared with a loss of $0.52 in Q1 2026 and $0.31 in Q2 2025; non-GAAP diluted EPS was $0.35.
Infrastructure business revenue rose 145% year over year, which the company attributed to optical AI data center products.
Third-quarter 2026 guidance: revenue of $210 million to $220 million, GAAP gross margin of 57.0% to 60.0%, and GAAP operating expenses of $98 million to $104 million.
Comfort Systems USA reported second-quarter 2026 net income of $441.6 million, or $12.53 per diluted share, up from $230.8 million, or $6.53 per diluted share, a year earlier, on revenue of $3.27 billion versus $2.17 billion. The board also declared a quarterly dividend of $0.90 per share, $0.10 above the company's most recent dividend, which raises the cash return to shareholders.
Q2 2026 net income was $441.6 million, or $12.53 per diluted share, versus $230.8 million, or $6.53, in Q2 2025.
Q2 2026 revenue was $3.27 billion, compared with $2.17 billion in Q2 2025.
Backlog was $14.06 billion at June 30, 2026, up from $12.45 billion at March 31, 2026 and $8.12 billion at June 30, 2025.
The $0.90 quarterly dividend is payable August 24, 2026, to stockholders of record at the close of business on August 13, 2026.
Magyar Bancorp reported net income of $3.1 million for the three months ended June 30, 2026, up 25% from $2.5 million a year earlier, driven by higher net interest income. Its board also approved a quarterly cash dividend of $0.10 per share, payable August 20, 2026 to holders of record on August 6, 2026.
Three-month basic EPS was $0.50 versus $0.40 a year earlier; diluted EPS was $0.49 versus $0.40.
Nine-month net income was $9.3 million versus $7.2 million, and nine-month basic EPS was $1.49 versus $1.16.
Net interest margin rose 30 basis points to 3.65% for the quarter, from 3.35%.
Quarterly dividend of $0.10 per share: record date August 6, 2026; payment date August 20, 2026.
AtriCure reported second quarter 2026 revenue of $153.6 million, up 12.8% from a year earlier, and net income of $9.0 million, compared with a net loss of $6.2 million in the same quarter of 2025. The company also issued full-year 2026 guidance of $602 million to $610 million in revenue and $0.05 to $0.13 in net income per share, which shareholders can compare with future results.
Q2 2026 revenue was $153.6 million, up from $136.1 million in Q2 2025; U.S. revenue rose 13.6% to $125.6 million.
Net income was $9.0 million, or $0.18 per diluted share, versus a net loss of $6.2 million, or $0.13 per share, a year earlier.
Adjusted EBITDA was $27.3 million, an increase of $11.9 million or 78% from Q2 2025.
2026 guidance: revenue of approximately $602 million to $610 million and net income per share of $0.05 to $0.13.
Princeton Bancorp reported second-quarter 2026 net income of $7.1 million, or $1.04 per diluted share, up from $6.2 million, or $0.91, in the first quarter and $688 thousand, or $0.10, a year earlier. The gain was driven mainly by higher net interest income and a reversal of credit losses, while total assets and deposits declined from December 31, 2025.
Net income of $7.1 million ($1.04 diluted EPS) for Q2 2026 vs. $6.2 million ($0.91) in Q1 2026 and $688 thousand ($0.10) in Q2 2025
Net interest income rose $1.2 million to $20.0 million from Q1 2026; net interest margin was 3.86%, up 23 basis points
Total assets fell $34.1 million to $2.25 billion and total deposits fell $40.5 million from December 31, 2025, with certificates of deposit down $97.0 million
Non-performing assets were $16.3 million at June 30, 2026, a decrease of $195 thousand from December 31, 2025
Waterstone Financial, Inc. (WSBF) reported net income of $8.5 million, or $0.49 per diluted share, for the quarter ended June 30, 2026, up from $7.7 million, or $0.43 per diluted share, a year earlier. Net interest margin rose to 3.03%, the highest since the quarter ended December 31, 2022, while mortgage banking pre-tax income fell 20.2%. For shareholders, the company also returned $6.5 million through buybacks and dividends in the quarter.
Q2 2026 net income was $8.5 million, or $0.49 per diluted share, versus $7.7 million, or $0.43, in Q2 2025.
Six-month net income was $14.5 million, or $0.84 per diluted share, versus $10.8 million, or $0.59, a year earlier.
Net interest margin was 3.03% for the quarter, up 43 basis points from 2.60% a year earlier.
Mortgage Banking segment pre-tax income was $1.6 million, down $403,000, or 20.2%, from the prior-year quarter.
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.
Equity LifeStyle Properties reported second-quarter 2026 Normalized FFO of $0.74 per share, up 7.7% from $0.69 a year earlier and above the midpoint of its previous $0.69 to $0.75 guidance range. The company also raised the midpoint of its full-year 2026 Normalized FFO guidance to $3.18 from $3.17, while giving third-quarter Normalized FFO guidance of $0.76 to $0.82 per share.
Q2 2026 Normalized FFO was $0.74 per share versus $0.69 in Q2 2025; FFO was $0.77 versus $0.69.
Q2 2026 net income per share was $0.50, up 19.1% from $0.42 in Q2 2025.
Full-year 2026 Normalized FFO guidance midpoint is $3.18, up from $3.17; the range is $3.13 to $3.23.
Core income from property operations, excluding property management, rose 6.5% in Q2 2026 to $206.1 million.
ECB Bancorp, Inc., the holding company for Everett Co-operative Bank, reported net income of $3.3 million, or $0.39 per diluted share, for the quarter ended June 30, 2026. That was up from $3.1 million, or $0.38 per diluted share, in the first quarter and up 126.5% in net income from the second quarter of 2025. Net interest margin narrowed to 2.45% from 2.49%, and total deposits fell slightly during the quarter.
Net income of $3.3 million, or $0.39 per diluted share, for the quarter ended June 30, 2026, versus $3.1 million, or $0.38, for the prior quarter
Net income up 126.5% from $1.4 million, or $0.17 per diluted share, in the second quarter of 2025
Net interest margin was 2.45%, down from 2.49% in the first quarter, mainly due to lower loan prepayment fee income
Total deposits were $1.19 billion at June 30, 2026, down $6.7 million, or 0.6%, from March 31, 2026; total loans were $1.404 billion
Ladder Capital reported second-quarter 2026 results for the quarter ended June 30, 2026, with GAAP income before taxes of $16.3 million and diluted EPS of $0.12, up from $3.2 million and $0.02 in the first quarter. Distributable earnings rose to $30.8 million, or $0.24 per share, and the company paid a $0.23 per share dividend, unchanged from the prior quarter. Total shareholders' equity fell to $1.43 billion from $1.48 billion at December 31, 2025.
GAAP income before taxes was $16.3 million for Q2 2026, versus $3.2 million for Q1 2026.
Diluted EPS was $0.12 for Q2 2026, versus $0.02 for Q1 2026.
Distributable earnings were $30.8 million, or $0.24 per share, versus $28.0 million, or $0.22 per share, in Q1 2026.
Dividends per Class A share were $0.23 in both quarters; total shareholders' equity was $1.43 billion at June 30, 2026, versus $1.48 billion at December 31, 2025.
Univest Financial Corporation reported second quarter 2026 net income of $23.0 million, or $0.82 per diluted share, up from $20.0 million, or $0.69 per diluted share, a year earlier. Results included a $5.2 million pre-tax charge on a foreclosed property, which reduced EPS by $0.15, and the company declared a quarterly dividend of $0.23 per share. Net income was lower than the $27.1 million reported for the first quarter of 2026.
Net income $23.0 million, or $0.82 diluted EPS, versus $20.0 million, or $0.69, in Q2 2025
Net interest income rose 11.3% to $66.2 million from Q2 2025; net interest margin was 3.49%
Noninterest income fell 15.8% to $18.1 million, mainly due to a $5.2 million net loss on other real estate owned
Nonperforming assets were $63.0 million at June 30, 2026, up from $41.2 million at March 31, 2026; quarterly dividend of $0.23 is payable August 19, 2026
Cass Information Systems reported record second-quarter 2026 net income of $10.6 million, or $0.81 per diluted share, compared with $0.38 per diluted share from continuing operations in the second quarter of 2025. Adjusted diluted EPS from continuing operations, a non-GAAP measure, was $0.71, up 22.4% year over year, and the board declared a $0.32 quarterly dividend.
Record net income of $10.6 million and diluted EPS of $0.81, versus $0.38 from continuing operations in Q2 2025.
Adjusted diluted EPS from continuing operations of $0.71 (non-GAAP), up 22.4% from Q2 2025.
Net interest margin rose to 4.00% from 3.78%; total revenues were $49.9 million versus $44.4 million.
Board declared a $0.32 per share dividend, payable September 14, 2026, to shareholders of record on September 4, 2026.
Acme United reported second-quarter 2026 net sales of $62.7 million, up 16% from $54.0 million a year earlier, and net income of $5.1 million, or $1.22 per diluted share, versus $1.16 a year earlier. Excluding sales from the My Medic acquisition, comparable quarterly sales rose 8%, and the company said My Medic had minimal impact on second-quarter earnings. For the six months, net income fell 6% to $6.0 million and diluted EPS fell 7% to $1.46, which the company attributed mainly to first-quarter results.
Q2 2026 net sales were $62.7 million versus $54.0 million, up 16%; excluding My Medic, up 8%.
Q2 2026 net income was $5.1 million, or $1.22 per diluted share, versus $4.8 million, or $1.16, a year earlier.
Six-month net income was $6.0 million, or $1.46 per diluted share, down 6% and 7% respectively from the same period in 2025.
On July 15, 2026, the company entered into a new $65 million syndicated credit facility expiring July 15, 2029.
IMAX reported second quarter 2026 results, with revenue of $102.8 million, up 12% from a year earlier, and net income attributable to common shareholders of $15.4 million, up 36%. The company said it beat consensus estimates and pointed to the opening of Christopher Nolan's The Odyssey, though the filing gives no updated full-year guidance. For shareholders, the quarter shows higher revenue and profit, with GAAP diluted earnings per share up 35% to $0.27.
Revenue was $102.8 million versus $91.7 million in Q2 2025, up 12%; gross margin was 61.2%, up from 58.5%.
GAAP diluted EPS was $0.27 versus $0.20; company-defined adjusted diluted EPS was $0.43 versus $0.26.
The company repurchased 404,866 shares for $13.7 million in Q2 2026, with about $237.0 million left under its $500.0 million authorization.
As of June 30, 2026, available liquidity was $551 million and total debt was $292 million.
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.
United Bankshares reported record second-quarter 2026 net income of $131.4 million, or $0.95 per diluted share, up from $124.2 million, or $0.89, in the first quarter and $120.7 million, or $0.85, in the second quarter of 2025. Net interest income, the provision for credit losses and noninterest income all moved in ways that supported the higher earnings, though non-performing loans rose.
Q2 2026 net income was $131.4 million, or $0.95 per diluted share, versus $124.2 million, or $0.89, in Q1 2026 and $120.7 million, or $0.85, in Q2 2025.
Net interest income was $285.3 million, up 1% from Q1 2026 and up 4% from Q2 2025; net interest margin was 3.81%.
Non-performing loans were $110.6 million, or 0.44% of loans, at June 30, 2026, up from $102.8 million, or 0.41%, at March 31, 2026.
In Q2 2026, United repurchased about 1.5 million shares at an average price of $43.93.
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
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.