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).
Balchem and its subsidiaries amended their credit agreement with JPMorgan Chase Bank, N.A. and JPMorgan SE. The revolving commitment rises from $550 million to $650 million, and the maturity moves from July 27, 2027 to July 24, 2031. The amendment also lowers borrowing margins at higher leverage levels and lets the foreign subsidiary Balchem B.V. borrow under the facility.
Aggregate revolving commitment increased from $550 million to $650 million
Maturity extended from July 27, 2027 to July 24, 2031
Margin reduced by 12.5 basis points in pricing tiers 3 and 4; pricing grid now runs from 1.00% to 1.500% for term benchmark loans based on net leverage
Balchem B.V. enabled to borrow; 10 basis point SOFR adjustment eliminated
LiqTech International received a Nasdaq notice on July 21, 2026, saying its common stock has not met the $1 minimum bid price for 30 consecutive business days. The stock continues to trade on the Nasdaq Capital Market under LIQT, and the company has until January 19, 2027 to regain compliance, with a possible second 180-day period, or face a delisting determination.
Nasdaq notice received July 21, 2026 under Listing Rule 5550(a)(2) for closing bid below $1.00 over 30 consecutive business days
Initial compliance period of 180 calendar days, ending January 19, 2027
To regain compliance, closing bid must be at least $1.00 for ten consecutive business days before January 19, 2027
Company may be eligible for a second 180-day period if it meets other listing standards and gives written notice; the company is considering its options
Pediatrix Medical Group said its General Counsel, Chief Administrative Officer and Secretary, Mary Ann E. Moore, will serve in an advisory role until October 31, 2026, when she leaves the company. The company also named David Haddock as Executive Vice President, General Counsel and Secretary, a senior legal role that shareholders may watch as the transition takes effect.
Mary Ann E. Moore's transition is a termination without cause under her employment agreement, with benefits specified in that agreement.
Moore will serve in an advisory role until October 31, 2026, under a Separation Agreement signed July 21, 2026.
David Haddock was appointed Executive Vice President, General Counsel and Secretary.
The company first reported the planned transition on May 1, 2026.
Corpay's Compensation Committee approved special performance-based restricted stock unit grants to Ronald F. Clarke and Armando L. Netto on July 22, 2026. The awards vest only if Corpay's stock closes at or above $425.00, $450.00 or $475.00 on five separate trading days before August 31, 2028, and are meant to align their pay with shareholder stock price gains and aid retention.
Grant date July 22, 2026; performance period runs through August 31, 2028
Clarke received 300,000 PSUs; Netto received 28,213 PSUs
Vesting tiers tied to stock price hurdles of $425.00, $450.00 and $475.00 on five separate trading days
First Capital, Inc. (NASDAQ: FCAP), the holding company for First Harrison Bank, reported second-quarter 2026 net income of $4.8 million, or $1.43 per diluted share, up from $3.8 million, or $1.13 per diluted share, a year earlier. Higher interest income and a wider net interest margin drove the increase, and the filing shows total assets of $1.29 billion at June 30, 2026.
Q2 2026 net income was $4.8 million, or $1.43 per diluted share, versus $3.8 million, or $1.13, in Q2 2025.
Six-month net income was $9.1 million, or $2.72 per diluted share, versus $7.0 million, or $2.09, in the first half of 2025.
Tax-equivalent net interest margin rose to 3.98% for the quarter from 3.59%, and the effective tax rate rose to 20.8% from 18.4%.
Cash dividends were $0.31 per share for the quarter, up from $0.29 a year earlier.
Cleveland-Cliffs' Board appointed Executive Vice President and CFO Celso Goncalves as President and CFO, effective immediately, and added him to the Board. Chairman and CEO Lourenco Goncalves keeps his CEO role but gives up the title of President. Celso Goncalves is Lourenco Goncalves' son, and his base salary rises to $1,000,000 from $884,000.
Celso Goncalves named President and Chief Financial Officer effective July 21, 2026, and appointed to the Board
Lourenco Goncalves remains Chairman and CEO and no longer holds the title of President
Base salary increased from $884,000 to $1,000,000; change-in-control severance continuation period raised from two to three years
Celso Goncalves is the son of Chairman and CEO Lourenco Goncalves
AMREP Corporation reported results for the fiscal year ended April 30, 2026. Revenues rose to $52,847,000 from $49,694,000, but net income fell to $10,288,000 from $12,716,000, and diluted earnings per share dropped to $1.91 from $2.37. The company said its Form 10-K with full financial statements was filed the same day.
Fiscal 2026 revenues were $52,847,000, compared with $49,694,000 in fiscal 2025.
Net income was $10,288,000, or $1.91 per diluted share, versus $12,716,000, or $2.37 per diluted share, a year earlier.
Basic income per share was $1.93, compared with $2.39 in the prior year.
The company said its Form 10-K was filed with the SEC on July 24, 2026.
On July 21, 2026, Interactive Strength (TRNR) issued a $2,000,000 senior secured convertible note to an accredited investor after the investor exercised Class B incremental warrants under a January 2025 purchase agreement. The investor also received warrants to buy 305,810 shares of common stock at $5.527 per share, exercisable through July 21, 2033. The filing shows added debt and potential dilution for shareholders, though the notes and warrants are subject to the conversion terms and a 4.99% or 9.99% beneficial ownership cap.
Note principal: $2,000,000, maturing July 21, 2027
Warrants for 305,810 shares, based on the July 20, 2026 closing price of $3.27
Note conversion price $3.597 per share, subject to adjustment; alternate conversion floor price $0.6148
Warrant exercise price $5.527 per share, exercisable from July 21, 2026 to July 21, 2033
Odyssey Marine Exploration received a Nasdaq notice on July 21, 2026 that its stock failed to meet the $1.00 minimum bid price for 30 consecutive business days. The company has until January 19, 2027 to regain compliance, and the notice has no immediate effect on its listing. Shareholders should note that the company expects a previously approved reverse stock split to help it regain compliance before its pending merger with American Ocean Minerals Corporation takes effect.
Nasdaq notice dated July 21, 2026 cites failure to meet the $1.00 minimum bid price for 30 consecutive business days
Compliance period runs 180 calendar days, ending January 19, 2027; compliance requires a closing bid of at least $1.00 for ten consecutive business days
Stockholders approved a reverse stock split at a ratio between 1-for-20 and 1-for-25 on June 1, 2026
The company expects the reverse split to restore compliance before the merger with American Ocean Minerals Corporation takes effect
Microchip Technology's Chief Operating Officer, Richard J. Simoncic, notified the company on July 23, 2026 that he is resigning effective August 17, 2026 to become Chief Executive Officer of Menlo Microsystems, a private company based in Irvine, California. The filing does not name a successor or describe the reasons for the departure beyond the new role.
Richard J. Simoncic, Chief Operating Officer, gave notice on July 23, 2026
Resignation takes effect August 17, 2026
He is joining Menlo Microsystems, Inc., a private company headquartered in Irvine, California, as CEO
The filing does not name a replacement for the COO role
Comstock Inc. announced second quarter 2026 results on July 23, 2026, including a $16.4 million non-cash impairment tied to Bioleum technologies it no longer considers relevant. The release does not state quarterly revenue or earnings per share, but it reports $31.4 million in cash at June 30, 2026, and a pending sale of legacy mining assets to Mackay for total consideration of over $45.0 million.
Impairment of approximately $16.4 million, substantially all non-cash, tied to Flux Photon and related Bioleum technologies
Cash and cash equivalents of $31.4 million at June 30, 2026; 75.95 million common shares outstanding at that date
Mackay sale of legacy mining assets: total consideration over $45.0 million, expected to close in August 2026
Management expects about $5 million in solar recycling revenue in the second half of 2026
ARMOUR Residential REIT amended its Equity Sales Agreement on July 24, 2026, adding 25,000,000 shares of common stock that it may sell, for a total of up to 25,544,352 shares including 544,352 unsold shares from earlier amendments. The company also increased its authorized common stock from 175,000,000 to 250,000,000 shares, effective July 23, 2026. Issuing shares under this program would increase the number of shares outstanding.
The amended program covers up to 25,544,352 shares, including 544,352 unsold shares carried over from prior amendments.
Authorized common shares rose from 175,000,000 to 250,000,000 under Articles of Amendment filed with Maryland on July 23, 2026.
Agents include BUCKLER Securities LLC, an affiliate of the company, along with B. Riley Securities, Citizens JMP, JonesTrading, Ladenburg Thalmann, BTIG, StockBlock and Huntington Securities; Janney Montgomery Scott was removed.
A prospectus supplement was filed with the SEC on July 24, 2026 under shelf Registration No. 333-278327, and an updated U.S. federal income tax summary was filed as Exhibit 99.1.
L3Harris's Compensation Committee approved one-time Sustainment Awards on July 23, 2026, for CFO Kenneth Sharp and division presidents Kenneth Bedingfield and Samir Mehta, to be granted August 3, 2026. Half of each award is performance share units tied to three-year organic revenue growth and segment operating margin, and half is restricted stock units, so vesting depends on future results and continued employment.
Target grant values: Sharp $5,000,000; Bedingfield $10,000,000; Mehta $10,000,000
Awards are 50% PSUs and 50% RSUs under the 2024 Equity Incentive Plan, granted August 3, 2026
PSUs cover fiscal years 2027 through 2029, weighted 50% organic revenue growth and 50% average segment operating margin, with payouts from 0% to 200% of target
RSUs and PSUs cliff-vest at the end of fiscal year 2029; no vesting on voluntary termination or retirement
Northwest Bancshares' Compensation Committee and Board approved a new restricted stock unit award of 125,298 units to CEO Lou Torchio on July 22, 2026, effective on or about July 31, 2026. The company says the award replaces a 2024 grant that was partly rescinded after it exceeded the annual individual grant limit, and it reflects shares the committee expected to grant in March 2025 and March 2026 had the higher limit applied.
Award of 125,298 restricted stock units approved July 22, 2026; effective on or about July 31, 2026
Original award approved November 20, 2024, valued at $2,000,000 divided by the closing price on the grant date, granted December 20, 2024
Excess portion of the original award rescinded August 20, 2025, after it exceeded the $1,000,000 annual individual grant limit under the 2022 Plan
Shareholders approved the 2026 Equity Incentive Plan on May 20, 2026, raising the individual annual grant limit to $5,000,000
On July 20, 2026, FedEx's Board approved an Executive Severance Plan that will govern all future executive officer separations and replaces the Management Retention Agreements with each executive officer. The plan ties severance benefits to a full release of claims and non-compete and non-solicit covenants, and FedEx would seek to recover benefits paid to executives who violate those covenants.
Plan approved July 20, 2026; the CEO's lump sum multiplier is 2x base salary plus target bonus, 1.5x for executives with 10 or more years of service, and 1x for others
Double-trigger change of control protection: qualifying terminations within 24 months after a change of control carry a 2x multiplier for all executives
The filing also discloses a one-time special bonus pool, set in June 2026, for about 1,100 managing directors and above; CEO Rajesh Subramaniam will receive $1,900,000 and Brie A. Carere $850,000 in July 2026
AMR Resources Acquisition Corp, a blank check company, completed its initial public offering of 26,000,000 units at $10.00 per unit for gross proceeds of $260,000,000, and sold 707,500 private placement units for $7,075,000. The filing states that the trust account holds $260,000,000 and that the company has not selected a business combination target, so shareholder value depends on a future deal the company has not yet identified.
26,000,000 units sold at $10.00 each, including 1,000,000 units from a partial over-allotment exercise, for $260,000,000 in gross proceeds
707,500 private placement units sold at $10.00 each for $7,075,000 in gross proceeds, including 447,500 units bought by the sponsor
$260,000,000 held in the trust account; the company has 24 months from the IPO closing to complete a business combination
Natural Gas Services Group, Inc. completed the move of its legal domicile from Colorado to Texas on July 20, 2026, after shareholder approval at its June 10, 2026 annual meeting. The company states that its headquarters, business, management, assets, liabilities and listing on the New York Stock Exchange under the symbol NGS did not change, but shareholder rights are now governed by Texas law. The filing also reports new indemnification agreements with directors and executive officers effective July 20, 2026.
Redomestication to Texas effective July 20, 2026; shareholders approved it at the June 10, 2026 annual meeting.
Each outstanding share converted into one share of the Texas corporation; stock certificates do not need to be exchanged.
Company states no change to headquarters, management, employees, assets, liabilities or net worth, other than transaction costs.
Indemnification agreements with directors and executive officers replaced prior agreements, effective July 20, 2026.
BV Financial, Inc. reported net income of $3.5 million, or $0.42 per diluted share, for the quarter ended June 30, 2026, up from $2.9 million, or $0.29 per diluted share, a year earlier. For the six months, net income fell to $4.6 million from $5.0 million, which the company attributes mainly to a $2.2 million first-quarter executive transition expense.
Q2 2026 net income was $3.5 million ($0.42 per diluted share) versus $2.9 million ($0.29) in Q2 2025.
Six-month net income was $4.6 million versus $5.0 million a year earlier, reflecting a $2.2 million executive transition expense.
Net interest margin was 4.58% for the quarter, up from 4.36%, and net loans fell 5.9% from December 31, 2025.
During the quarter, the company repurchased 230,000 shares at an average price of $20.03.
United Bancorp, Inc. reported second-quarter 2026 net income of $2,095,000 and diluted earnings per share of $0.36, up 9.4% and 9.1% from the second quarter of 2025. For the first six months, net income was $4,006,000 and diluted EPS was $0.69, both higher than a year earlier, though the company said costs tied to its infrastructure investments are diluting earnings in the short term. Nonaccrual loans rose $4.7 million year over year, mainly from one commercial relationship of about $4.2 million.
Q2 2026 net income $2,095,000, up $180,000 (9.4%) from Q2 2025; diluted EPS $0.36, up $0.03 (9.1%)
Six-month net income $4,006,000, up 5.8%; diluted EPS $0.69, up 6.2%
Total noninterest expense rose 10.14% in Q2 to $6,434,682 from $5,842,181
Nonaccrual loans and loans past due 30+ days totaled $6.9 million, or 1.4% of gross loans, at June 30, 2026
Verizon amended CEO Daniel Schulman's employment agreement on July 23, 2026, extending his initial term from December 31, 2027 to December 31, 2028. After that, the agreement renews annually unless either party gives at least 90 days' notice. The filing also sets a 2028 long-term incentive award with a target value of at least $25 million, which would vest in full on a qualifying succession event.
Initial term end date extended from December 31, 2027 to December 31, 2028
Calendar 2028 long-term incentive award with target value of at least $25 million, granted in the first three months of 2027
Award vests in full on termination due to a succession event on or after the grant date
Renewals are annual, subject to 90 days' notice of non-extension
Tompkins Financial reported second-quarter 2026 diluted earnings per share of $2.04 and net income of $29.3 million, up 36.0% and 36.5% from the second quarter of 2025, which the company called a record. The board also declared a $0.70 per share dividend payable August 14, 2026, to shareholders of record on August 7, 2026, which affects shareholders' cash distributions.
Q2 2026 diluted EPS was $2.04, versus $1.50 in Q2 2025; six-month diluted EPS was $3.86, up 34.5%.
Net interest margin was 3.58%, up from 3.08% a year earlier; noninterest income fell 41.7% to $13.1 million after the sale of Tompkins Insurance Agencies in Q4 2025.
Board declared a $0.70 per share dividend on July 23, 2026, payable August 14, 2026, to holders of record on August 7, 2026.
Vir Biotechnology's Chief Financial Officer, Jason O'Byrne, will step down effective August 3, 2026 to pursue another opportunity, and the company says his departure was not due to any disagreement on its operations, policies, or practices. The board has named Brent Sabatini, the company's Chief Accounting Officer, as interim principal financial officer effective the same date while Vir searches for a successor, a change that matters to shareholders because it concerns who leads financial reporting during the transition.
Jason O'Byrne, Executive Vice President and Chief Financial Officer, informed Vir on July 20, 2026 that he will step down effective August 3, 2026.
The board appointed Brent Sabatini, Senior Vice President and Chief Accounting Officer, as interim principal financial officer on July 23, 2026, effective August 3, 2026.
Sabatini has served as Chief Accounting Officer since February 2023 and as principal accounting officer since October 2024; he will receive no added compensation for the interim role.
Vir has initiated a search for O'Byrne's successor; the filing gives no timeline for that search.
First Hawaiian reported second quarter 2026 net income of $73.4 million, or $0.60 per diluted share, up from $67.8 million, or $0.55 per share, in the first quarter and essentially flat with $73.2 million a year earlier. The company also declared a $0.26 quarterly dividend and said it did not repurchase any shares in the quarter.
Net income $73.4 million vs. $67.8 million in Q1 2026; diluted EPS $0.60 vs. $0.55
Net interest margin rose 6 basis points to 3.25%; net interest income $171.0 million
Total deposits fell $623.2 million to $20.2 billion; loans and leases rose $136.5 million to $14.6 billion
Quarterly dividend of $0.26 per share payable August 28, 2026, to holders of record August 17, 2026
Lamb Weston reported fiscal fourth-quarter 2026 net sales up 6% to $1.77 billion, led by a 7% rise in sales volume, but net income fell 9% to $110 million and diluted EPS fell 7% to $0.79. For the full year, net sales exceeded the high end of guidance at $6.61 billion and adjusted EBITDA reached $1.15 billion, yet net income fell 19% to $290 million, and the company issued fiscal 2027 guidance for adjusted diluted EPS of $2.95 to $3.25.
Q4 net sales rose 6% to $1,770 million, with North America up 9% and International down 2%
Q4 net income was $110 million and diluted EPS was $0.79, versus $120 million and $0.85 in the prior-year quarter
Full-year fiscal 2026 net sales of $6,612 million and adjusted EBITDA of $1,147 million both exceeded the high end of guidance
Fiscal 2027 guidance: adjusted diluted EPS of $2.95 to $3.25 and adjusted EBITDA of $1.1 billion to $1.2 billion
On July 23, 2026, Safety Insurance Group, Inc. entered into a merger agreement with MAPFRE U.S.A. Corp. and its subsidiary Splash Merger Sub, Inc. Under the agreement, each outstanding share of company common stock will be converted into the right to receive $105.00 in cash, and the company will become a wholly-owned subsidiary of MAPFRE U.S.A. The board unanimously recommended that stockholders adopt the agreement, and completion depends on stockholder approval and regulatory approvals, including from the Massachusetts Commissioner of Insurance.
Merger consideration of $105.00 in cash per share of common stock, without interest.
Closing requires majority stockholder approval, expiration of HSR waiting periods, and Massachusetts Commissioner of Insurance approval.
Company termination fee of $46,243,518 in specified circumstances; Parent termination fee of $111,755,169 in specified regulatory-failure circumstances.
Termination Date is July 23, 2027, subject to automatic extension to January 23, 2028 under certain regulatory circumstances.
OptimumBank Holdings reported unaudited second-quarter 2026 net income of $6.7 million, or $0.28 per diluted share, up from $4.7 million and $0.20 per diluted share in the first quarter of 2026 and $3.6 million and $0.15 a year earlier. Gross loans rose $126.2 million to $1.2 billion and total deposits rose $121.2 million to $1.2 billion during the quarter, with net interest margin at 4.57%. The company will discuss the results on a webcast on August 13, 2026.
Net income of $6.7 million in Q2 2026, compared with $4.7 million in Q1 2026 and $3.6 million in Q2 2025
Diluted EPS of $0.28, compared with $0.20 in Q1 2026 and $0.15 in Q2 2025
Net interest margin of 4.57%, up 8 basis points from 4.49% in Q1 2026
Webcast to discuss results scheduled for August 13, 2026, at 1:00pm ET
Republic Bancorp reported second-quarter 2026 net income of $32.9 million, or $1.68 per diluted share, up from $31.5 million, or $1.61 per share, a year earlier. For the first six months, net income fell 4% to $75.4 million and diluted EPS fell to $3.85 from $4.03, so shareholders see a stronger quarter within a weaker year-to-date result.
Q2 2026 net income $32.9 million, up 4%; diluted EPS $1.68 versus $1.61
Six months ended June 30, 2026: net income $75.4 million, down 4%; diluted EPS $3.85 versus $4.03
Core Bank net interest income rose $4.2 million, or 7%, to $64.1 million; net interest margin 4.02% versus 3.72%
Republic Payment Solutions launched a new program in June 2026 expected to add over $150 million of lower-cost average deposits for the rest of 2026
Gentex reported second-quarter 2026 GAAP diluted earnings per share of $0.54, up from $0.43, on net sales of $651.3 million, down 1% from $657.9 million. The company raised its 2026 gross margin guidance to 34.5%-35.5% and kept its revenue guidance at $2.65-2.75 billion, and the quarter's margin included about $18 million of IEEPA tariff reimbursements.
Net sales of $651.3 million, down 1% from $657.9 million; automotive sales were $560.1 million versus $578.1 million a year earlier.
GAAP net income attributable to Gentex was $114.7 million, up 19%, and diluted EPS was $0.54 versus $0.43.
Gross margin was 37.0% versus 34.2%, helped by about $18 million of IEEPA tariff reimbursements that reduced cost of goods sold.
2026 guidance: gross margin raised to 34.5%-35.5% from 34%-35%; revenue unchanged at $2.65-2.75 billion; capital expenditures lowered to $115-125 million from $125-140 million.
Noodles & Company reported second-quarter 2026 revenue of $127.0 million, up 0.5% from $126.4 million a year earlier, and a net loss of $4.0 million, or $0.67 per diluted share, versus $17.6 million, or $3.04 per share, in the second quarter of 2025. The company raised its fiscal 2026 guidance for revenue, restaurant contribution margin and Adjusted EBITDA, which signals improved expected operating performance for shareholders, though the company still reported a net loss and ended the quarter with $1.3 million in cash and $105.4 million in debt.
Comparable restaurant sales rose 10.3% system-wide in the second quarter, with a 11.4% increase at company-owned restaurants and 5.5% at franchise restaurants.
Adjusted EBITDA increased 79% to $10.8 million, compared with $6.0 million in the second quarter of 2025.
Fiscal 2026 Adjusted EBITDA guidance is now $34 million to $38 million, and full-year revenue guidance is $485 million to $500 million.
The strategic review of alternatives, begun September 3, 2025, remains in process; the existing debt matures July 27, 2027.
HCA Healthcare reported second-quarter 2026 revenue of $20.230 billion, up 8.7%, and diluted EPS of $7.62, up 11.6%. The company lowered its 2026 guidance for net income, EPS and Adjusted EBITDA, citing a payer mix shift from uninsured volume tied to health insurance exchanges, which it estimated reduced second-quarter income before income taxes by approximately $400 million.
Q2 2026 revenue was $20.230 billion, up 8.7% from $18.605 billion; diluted EPS was $7.62 versus $6.83 a year earlier.
Revised 2026 diluted EPS guidance is $28.70 to $30.50, down from $29.10 to $31.50; net income guidance is $6.300 to $6.700 billion, down from $6.495 to $7.035 billion.
The exchange-related payer mix shift had an unfavorable impact of approximately $400 million on Q2 income before income taxes, partly offset by about $400 million of incremental Medicaid Supplemental Payment Program benefit.
The Board declared a quarterly cash dividend of $0.78 per share, payable September 30, 2026 to holders of record on September 16, 2026.
World Acceptance reported fiscal 2027 first-quarter results for the period ended June 30, 2026. Net income rose to $6.1 million, or $1.33 per diluted share, from $1.6 million, or $0.30, a year earlier, after a $4.6 million CEO transition expense, and revenue grew 4.8% to $139.2 million.
Total revenues rose 4.8% to $139.2 million from $132.8 million a year earlier.
Provision for credit losses fell to $43.8 million from $50.5 million; new customer loan volume fell 40.1%.
Adjusted net income, which excludes the after-tax CEO transition expense, was $9.7 million, or $2.12 per diluted share.
Debt outstanding was $572.8 million at June 30, 2026; the company repurchased $2.2 million of stock in the quarter.
NextEra Energy reported second-quarter 2026 GAAP net income of $3.144 billion, or $1.50 per share, up from $2.028 billion, or $0.98 per share, a year earlier. Adjusted earnings rose to $2.407 billion, or $1.15 per share, from $2.164 billion, or $1.05 per share, and the company kept its 2026 adjusted EPS range of $3.92 to $4.02, targeting the high end. Shareholders also see continued progress on the proposed Dominion Energy combination, with merger applications filed and a transaction close expected in the second half of 2027.
Q2 2026 GAAP EPS was $1.50 versus $0.98 in Q2 2025; adjusted EPS was $1.15 versus $1.05, a 9.5% increase
2026 adjusted EPS guidance of $3.92 to $4.02 is unchanged, with the company targeting the high end of the range
FPL reported Q2 2026 net income of $1.412 billion, or $0.67 per share, and full-year 2026 capital investments are expected between $12 billion and $13 billion
Merger filings were made July 15 with state and federal regulators; special shareholder meetings are anticipated in early September
SBA Communications closed a $3.5 billion offering of senior unsecured notes due 2030, 2031 and 2033 on July 23, 2026, and used the proceeds to repay in full its senior secured term loan and revolver borrowings. It also entered a new $2.5 billion unsecured revolving credit facility maturing July 23, 2031, and terminated its prior $2.0 billion revolver and $2.3 billion term loan. For shareholders, the filing shows a change in the company's debt structure and interest rates, with the new notes structurally subordinated to liabilities of its SBA Telecommunications LLC subsidiary.
Notes: $1.35 billion at 4.875% due 2030, $1.35 billion at 5.150% due 2031, and $800.0 million at 5.450% due 2033, with interest paid semi-annually starting January 15, 2027.
Net proceeds repaid in full the senior secured term loan and outstanding revolver borrowings under the prior credit agreement dated January 25, 2024.
New $2.5 billion senior unsecured revolving credit facility matures July 23, 2031, with an option to request up to $1.0 billion in increases.
The notes are not guaranteed by SBA Telecommunications LLC or its subsidiaries, so they are structurally subordinated to those entities' liabilities.
Sensient reported second-quarter 2026 reported revenue of $462.1 million, up 11.6%, and diluted EPS of $1.20, up 36.4% from 88 cents a year earlier. The company raised its 2026 GAAP diluted EPS guidance to between $4.10 and $4.20 from $3.70 to $3.90, and said local currency adjusted EBITDA growth is now expected in the mid-teen to high teen range.
Q2 2026 reported revenue $462.1 million, up 11.6%; local currency revenue up 9.9%
Q2 2026 reported operating income $76.7 million, up 32.9%; net earnings $51.4 million, up 36.6%
2026 GAAP diluted EPS guidance raised to $4.10 to $4.20 from $3.70 to $3.90
Q2 2026 results included $4.3 million of one-time tariff refunds in the Color Group
Bank of America's Board declared a regular quarterly common stock dividend of $0.32 per share, up $0.04 or 14% from the prior quarter. The dividend is payable September 25, 2026 to shareholders of record as of September 4, 2026, and the company said it continues to repurchase stock under a $40 billion authorization.
Quarterly dividend of $0.32 per share, up $0.04 from the prior quarter, an increase of 14%
Dividend payable September 25, 2026 to shareholders of record as of September 4, 2026
In the first half of 2026, the company repurchased $13.2 billion of common stock and paid $4 billion in dividends
As of June 30, 2026, about $17 billion remained under the current repurchase program
SLB reported second-quarter 2026 revenue of $8.97 billion, up 3% from the first quarter and 5% from a year earlier. GAAP diluted EPS of $0.52 rose 4% sequentially but fell 30% year on year, and the company cited continued Middle East disruptions as a drag, offset by growth elsewhere. The board also approved a quarterly dividend of $0.295 per share.
Revenue of $8.97 billion increased 3% sequentially and 5% year on year; ChampionX businesses contributed $870 million.
GAAP diluted EPS of $0.52 compares with $0.74 a year earlier; EPS excluding charges and credits was $0.55.
Middle East revenue declined 13% sequentially due to conflict-related disruptions, while Asia rose 17%.
Board approved a quarterly cash dividend of $0.295 per share, payable October 8, 2026, to holders of record on September 2, 2026.
Charter Communications reported second-quarter 2026 results with total revenue down 1.7% year-over-year to $13.5 billion, driven mainly by lower residential video revenue. Adjusted EBITDA fell 4.3% to $5.4 billion and net income attributable to Charter shareholders declined 0.7% to $1.3 billion, while net income per basic share rose to $10.76 from $9.41 because basic weighted average shares outstanding fell 13.1%.
Total revenue of $13.5 billion, down 1.7% year-over-year; residential revenue down 3.5%
Adjusted EBITDA of $5.4 billion, down 4.3%; net income attributable to Charter shareholders of $1.3 billion, down 0.7%
Net income per basic share of $10.76 versus $9.41 a year earlier, aided by a 13.1% decrease in basic weighted average shares
Internet customers fell by 172,000 in the quarter, while mobile lines grew by 406,000 to 12.5 million
Verizon reported second-quarter 2026 total operating revenue of $34.3 billion, down 0.7% year over year, and net income of $3.9 billion, down 22.9%, mainly due to $1.8 billion in pre-tax special items, including a $746 million loss on disposition of business. Adjusted EPS rose 6.6% to $1.30, and Verizon raised its 2026 adjusted EPS forecast to $4.99 to $5.04 and expanded its full-year share buyback target to up to $4.5 billion.
Total operating revenue was $34.3 billion, down 0.7%, as wireless equipment revenue fell over $1.2 billion, or nearly 20%
Net income was $3.9 billion, down 22.9%; EPS was $0.92 versus $1.18 a year earlier, while adjusted EPS was $1.30 versus $1.22
2026 adjusted EPS guidance raised to $4.99 to $5.04, or 6.0 to 7.0 percent growth
Verizon bought back $1.0 billion of shares in the second quarter and raised the full-year buyback target to up to $4.5 billion
American Express reported second-quarter 2026 revenue net of interest expense of $19.6 billion, up 10% from a year earlier, and diluted EPS of $4.53, up 11%. The company raised its full-year 2026 revenue growth guidance to 10% and kept its full-year EPS guidance at $17.30 to $17.90, saying it plans to reinvest the outperformance in growth initiatives.
Q2 2026 net income was $3.1 billion, up 8% from $2.9 billion a year ago; diluted EPS was $4.53 versus $4.08.
Full-year 2026 revenue growth guidance was raised to 10%; full-year EPS guidance of $17.30 to $17.90 was reaffirmed.
Card Member spending (billed business) rose 9% to $455.8 billion in the quarter; provisions for credit losses fell to $1.1 billion from $1.4 billion.
American Express announced a proposed acquisition of TheFork, a European restaurant booking platform.
On July 22, 2026, Matador Resources agreed to buy Paloma Permian, LLC from EnCap Investments portfolio companies for $1.275 billion in cash, subject to customary adjustments, with closing expected in early fourth quarter 2026. The company also agreed to buy undeveloped acreage from Ridge Runner Resources II, LLC, and said it will fund both deals with cash on hand and borrowings under its reserve-based lending facility, which it expects to repay over 12 to 18 months after closing.
Paloma purchase price is $1,275,000,000 in cash, with $63,750,000 placed in escrow at signing.
Paloma assets include 16,235 net undeveloped acres in Eddy and Lea Counties, New Mexico, and estimated third quarter 2026 production of about 11,100 barrels of oil equivalent per day (57% oil), per the press release.
Closing is expected early in the fourth quarter of 2026, with an effective date of June 1, 2026.
Matador said its Rae's Creek Woodford test well recorded initial rates above 2,200 barrels of oil equivalent per day (72% oil) in a 24-hour test on June 29, 2026, and that the Ridge Runner deal would bring its Woodford position to about 50,
ChoiceOne Financial Services reported second quarter 2026 net income of $12.5 million, or $0.83 per diluted share, down from $13.5 million, or $0.90 per share, in the second quarter of 2025. The quarter included a pre-tax securities loss of about $1.9 million, which reduced diluted earnings per share by about $0.10, while core loans grew $87.1 million, or 11.9% annualized. For shareholders, the results show loan growth offset by lower profit and a slightly lower net interest margin.
Q2 2026 net income $12.5 million, or $0.83 diluted EPS, versus $0.90 in Q2 2025; six-month net income $26.2 million, or $1.74 per share, versus a six-month net loss of $372,000 in 2025
Pre-tax securities loss of about $1.9 million in Q2 2026 reduced diluted EPS by about $0.10, from repositioning lower-yielding municipal securities
Core loans rose $87.1 million, or 11.9% annualized, in Q2 2026, including about $40 million of purchased adjustable-rate residential mortgages; net interest margin was 3.59% versus 3.66% a year earlier
GrafTech reported second-quarter 2026 net sales of $127 million, down 3% from a year earlier, while sales volume rose 8% to 30.8 thousand metric tons. The net loss narrowed to $40 million, or $1.54 per share, from $87 million, or $3.35 per share, in the second quarter of 2025, though that prior-year period included a $43 million non-cash tax charge. The company reaffirmed its full-year 2026 volume growth target of 5% to 10%, but adjusted EBITDA fell to $2 million from $3 million a year earlier.
Net sales of $127 million, down 3% from $132 million in Q2 2025; weighted-average realized price of about $3,900 per MT, down 7% year over year
Net loss of $40 million, or $1.54 per share, versus $87 million, or $3.35 per share, in Q2 2025, which included a $43 million non-cash income tax expense
Adjusted EBITDA of $2 million versus $3 million in Q2 2025; adjusted free cash flow of negative $75 million
Total liquidity of $253 million at June 30, 2026; gross debt of $1,225 million; full-year 2026 sales volume growth of 5% to 10% reaffirmed
Booz Allen reported first quarter fiscal 2027 results for the three months ended June 30, 2026. Revenue fell 4.2% to $2.8 billion and GAAP net income fell 26.9% to $198 million, while adjusted diluted EPS rose 22.3% to $1.81 on a non-GAAP basis. The company also issued fiscal 2027 guidance for revenue of $11.2 billion to $11.7 billion and adjusted diluted EPS of $6.00 to $6.35.
Revenue was $2.8 billion versus $2.9 billion a year earlier, down 4.2%; Civil and Commercial revenue was $772 million versus $923 million, while National Security revenue was $2,028 million versus $2,001 million.
GAAP diluted EPS was $1.63 versus $2.16 a year earlier; adjusted diluted EPS was $1.81 versus $1.48.
Free cash flow was $261 million versus $96 million a year earlier.
Fiscal 2027 guidance: revenue of $11.2 billion to $11.7 billion, adjusted diluted EPS of $6.00 to $6.35, and a regular quarterly dividend of $0.59 per share payable August 28, 2026.
JAKKS Pacific reported second quarter 2026 results in a press release issued July 23, 2026, which is attached as Exhibit 10.1. The filing itself does not state revenue, profit, or guidance figures, so the results cannot be judged from this 8-K alone. The Board also declared a quarterly cash dividend of $0.25 per common share, payable August 28, 2026 to holders of record on September 28, 2026.
Second quarter 2026 results released July 23, 2026; the press release is Exhibit 10.1
Management hosted a teleconference and webcast at 5:00 p.m. ET on July 23, 2026
Board declared a quarterly cash dividend of $0.25 per common share on July 22, 2026
Dividend payable August 28, 2026 to shareholders of record at close of business September 28, 2026
Central Pacific Financial Corp. reported second-quarter 2026 net income of $20.8 million, or $0.80 per diluted share, up from $20.7 million, or $0.78, in the prior quarter and $18.3 million, or $0.67, a year earlier. The board also raised the quarterly cash dividend 3.4% to $0.30 per share, which matters to shareholders because it increases cash returns while the company continued share repurchases.
Net income $20.8 million and diluted EPS $0.80 in Q2 2026, versus $0.78 in Q1 2026 and $0.67 in Q2 2025
Net interest margin rose 4 basis points to 3.57% from the prior quarter; provision for credit losses was $4.4 million
Repurchased 321,858 shares for $11.3 million in the quarter; $33.2 million remained under the authorization at June 30, 2026
Quarterly dividend increased to $0.30 per share, payable September 15, 2026 to holders of record as of August 31, 2026
Flagstar Bank, N.A. reported second-quarter 2026 net income attributable to common stockholders of $26 million, or $0.06 per diluted share, up from $13 million, or $0.03, in the first quarter and from a net loss of $78 million in the year-ago quarter. The board also authorized a repurchase of up to $250 million of common stock over the next 12 months, which the company says reflects its excess capital.
Adjusted net income attributable to common stockholders was $23 million, or $0.05 per diluted share, excluding a $4 million gain on the Figure Investment.
Pre-provision net revenue was $66 million, up $34 million from the first quarter; operating expenses fell 3% to $427 million.
Total deposits rose $689 million in the quarter, and the CET1 capital ratio was 13.16% at June 30, 2026.
Repurchases may be made in the open market or in privately negotiated deals, and the program can be modified, suspended, or discontinued at any time.
AAR's Human Capital and Compensation Committee approved a special performance-based restricted stock grant of 161,500 shares to Chairman, CEO and President John M. Holmes on July 23, 2026. The award is tied entirely to stock price hurdles and cliff-vests on July 31, 2031, so shareholders should see it as a long-term pay alignment measure rather than a current cost.
Grant of 161,500 shares of performance-based restricted stock to John M. Holmes, approved July 23, 2026, under the 2013 Stock Plan
Targeted grant date fair value of about $15 million; the 100% award is tied to stock price performance
Shares vest in thirds at 30-day volume weighted average prices of $175, $200 and $250, which are 35%, 54% and 93% premiums to the $129.47 closing price on July 23, 2026
Cliff vesting date of July 31, 2031, subject to continued service, with limited exceptions for change in control, death, disability or termination without cause
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