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).
Johnson & Johnson said it reached an agreement to comprehensively resolve the remaining ovarian talc litigation, covering about 76,000 claims, with a $5.5 billion commitment by the company. The deal is conditioned on participation by at least 95% of the remaining claims, and the company said it continues to deny that its talc products cause cancer.
Company commitment of $5.5 billion, with the first payment of no more than $3 billion due in 2027 and no additional payments due before 2028
Agreement conditioned on participation of at least 95% of the remaining claims, including lead plaintiff firms in federal MDL and state court cases
Announced July 27, 2026, following a July 22, 2026 MDL court order requiring plaintiffs to show why remaining claims should not be dismissed
Nautilus Biotechnology reported second quarter 2026 revenue of $0.2 million, its first revenue, and a net loss of $14.5 million, down from $15.0 million a year earlier. The company also said its broadscale assay will not reach general availability in 2027 at its target specifications, and it is shifting resources toward its proteoform products, which it says will not change its broader financial assumptions.
Q2 2026 revenue was $0.2 million, mainly grant revenue from The Michael J. Fox Foundation, plus service revenue from its first Iterative Mapping Early Access Program sales.
Operating expenses fell 7% to $15.9 million from $17.1 million, and net loss narrowed to $14.5 million from $15.0 million.
Broadscale assay did not meet targets for a 2027 general availability kit; the company will report a commercial timeline at a future date.
Voyager platform launch is expected in early 2027, with cash, cash equivalents and investments of $129.2 million as of June 30, 2026.
Richmond Mutual Bancorporation reported second quarter 2026 net income of $2.2 million, or $0.22 per diluted share, down from $2.8 million and $0.28 in the first quarter and from $2.6 million and $0.26 a year earlier. Net interest income and net interest margin rose, and noninterest income increased, but higher noninterest expense from $1.9 million of merger-related costs and a higher provision for credit losses reduced profit. The results do not yet include Farmers Bancorp, whose merger closed July 1, 2026 and will first be reflected in third quarter results.
Diluted EPS was $0.22, compared with $0.28 in Q1 2026 and $0.26 in Q2 2025.
Net interest income rose 5.5% to $12.1 million from Q1 2026; net interest margin was 3.22%, up from 3.10%.
Noninterest expense included $1.9 million of nonrecurring merger-related expenses tied to the Farmers Bancorp acquisition.
Provision for credit losses was $823,000, up from $693,000 in Q1 2026; nonperforming loans were 1.78% of total loans at June 30, 2026.
Applied Digital reported fiscal fourth-quarter 2026 revenue of $258.7 million, up 407% from a year earlier, while its net loss from continuing operations was $110.6 million, or $0.39 per share, compared with $53.1 million, or $0.24 per share, a year earlier. The company also reported adjusted net income of $12.9 million, or $0.04 per diluted share, a non-GAAP measure that excludes its majority-owned ChronoScale subsidiary.
Q4 revenue of $258.7 million, with $152.4 million tied to tenant fit-out services for HPC Hosting.
Net loss from continuing operations of $110.6 million ($0.39 per share) versus $53.1 million ($0.24 per share) a year earlier.
Adjusted EBITDA of $42.4 million in the quarter; fiscal 2026 revenue of $611.3 million.
As of May 31, 2026, the company had $4.2 billion in cash and restricted cash and $5.0 billion in debt.
Brown & Brown reported second quarter 2026 results, with total revenues of $1.7 billion, up 30.4%, and diluted net income per share of $0.84, up 7.7%. Organic revenue fell 0.7%, and the income before income taxes margin narrowed to 22.9% from 24.2%, so the growth was driven mainly by acquisitions and the quarter's gains were mixed with weaker underlying performance for shareholders.
Q2 2026 total revenues were $1.7 billion, up $391 million or 30.4%; Organic Revenue decreased 0.7%.
Q2 2026 net income attributable to the company was $288 million, up 24.7%; diluted EPS was $0.84, and adjusted diluted EPS was $1.07, up 3.9%.
Six-month diluted EPS was $1.90, down 1.6%, while six-month Organic Revenue decreased 0.3%.
The company excluded $393 million of core commissions and fees from newly acquired operations when calculating Q2 Organic Revenue.
Peapack-Gladstone Financial reported second quarter 2026 net income available to common shareholders of $15.8 million, or $0.85 per diluted share, up from $14.2 million and $0.80 in the first quarter and $7.9 million and $0.45 a year earlier. Total revenue rose 23% year-over-year to $86.1 million, while nonperforming assets increased to $72.2 million. The company also issued the remaining $20 million of 6% convertible preferred stock on July 24, 2026.
Net income available to common shareholders of $15.8 million, or $0.85 per diluted share, for the quarter ended June 30, 2026
Total revenue of $86.1 million, up 23% year-over-year, the ninth consecutive quarter of revenue growth
Nonperforming assets rose to $72.2 million from $59.3 million at March 31, 2026, mainly due to one multifamily relationship moving to nonaccrual status
$20 million of 6% non-cumulative perpetual convertible preferred stock issued on July 24, 2026, under a commitment from Strategic Value Bank Partners
H2O America reported second quarter 2026 results, with operating revenue up 6% to $210.5 million and GAAP net income up 8% to $26.6 million. Diluted EPS fell to $0.62 from $0.71 because the higher share count offset the income gains, and the company reiterated its 2026 standalone adjusted EPS guidance of $3.08-$3.18. The company also said it expects the pending Quadvest acquisition to close around the end of the third quarter or early fourth quarter of 2026.
Q2 2026 GAAP diluted EPS was $0.62 versus $0.71 a year earlier; adjusted diluted EPS (non-GAAP) was $0.72 versus $0.75.
Q2 operating revenue was $210.5 million, up from $198.3 million, driven primarily by $14.5 million of rate increases.
2026 standalone adjusted diluted EPS guidance of $3.08-$3.18 was reiterated, excluding the pending Quadvest acquisition and its financing.
The company declared a quarterly cash dividend of $0.44 per share, payable September 1, 2026, to holders of record on August 10, 2026.
Sun Communities reported a second-quarter net loss to common shareholders of $992.7 million, or $8.08 per diluted share, driven by a $1.1 billion non-cash valuation charge on its UK business, which is being sold. Excluding discontinued operations, net income from continuing operations was $0.32 per diluted share, and Core FFO per share rose to $1.84 from $1.76 a year earlier, and the company raised its 2026 same property NOI growth guidance.
Net loss attributable to common shareholders of $992.7 million ($8.08 per diluted share) for the quarter ended June 30, 2026, versus net income of $1.3 billion ($10.02 per share) a year earlier
Core FFO per share of $1.84 for the quarter, up from $1.76 in the same period of 2025
Same property NOI grew 6.0% for the quarter; 2026 same property NOI growth guidance raised by 20 basis points to 4.5% to 5.3%
Park Holidays UK sale has a base consideration of about $1.04 billion, subject to UK Financial Conduct Authority approval, and is expected to close in the second half of 2026
Champions Oncology reported record fiscal 2026 revenue of $59.4 million, up 4% from $56.9 million, for the year ended April 30, 2026. The company swung to a net loss of $1.2 million, compared with net income of $4.7 million a year earlier, as operating costs rose and the prior year's $4.5 million data license revenue did not recur.
Fiscal 2026 oncology revenue was $59.4 million, up 4% from $56.9 million; the prior year included about $4.5 million of data license revenue that did not recur.
Net loss was $1.2 million for fiscal 2026 versus net income of $4.7 million in fiscal 2025; adjusted EBITDA was $1.6 million versus $7.1 million.
Fourth quarter revenue was $13.8 million, up 12% from $12.4 million, and the quarterly net loss narrowed to $667,000 from $1.8 million.
Cash was $4.9 million at April 30, 2026, with no debt, down from $9.8 million a year earlier.
UDR reported second-quarter 2026 net income of $0.21 per diluted share, up from $0.11 a year earlier, while FFO per diluted share fell to $0.60 from $0.61 and FFOA was flat at $0.64. The company raised its full-year 2026 guidance for same-store revenue, same-store NOI and FFOA per share, but lowered the midpoint of its FFO per share guidance by $0.02. Shareholders also get a switch to monthly dividends of $0.145 per share starting in July 2026.
Q2 2026 net income per diluted share was $0.21 versus $0.11 in Q2 2025; year-to-date was $0.79 versus $0.34.
Full-year 2026 FFOA per diluted share guidance is now $2.49 to $2.57, up from $2.47 to $2.57; FFO guidance is $2.47 to $2.55, down from $2.48 to $2.58.
Same-store revenue growth guidance is 0.75% to 2.00%, up from 0.25% to 2.25%.
The first monthly dividend of $0.145 per share is payable July 31, 2026; Q2 dividends totaled $0.435 per share.
Cincinnati Financial reported second-quarter 2026 net income of $1.255 billion, or $8.05 per diluted share, up from $685 million, or $4.34 per share, a year earlier. The increase was driven mainly by $1.031 billion in after-tax investment gains, while non-GAAP operating income fell 28% to $224 million as catastrophe losses pushed the property casualty combined ratio to 100.8% from 94.9%. For shareholders, the reported profit gain came mostly from investments, while core insurance results weakened.
Net income was $1.255 billion ($8.05 per diluted share), versus $685 million ($4.34) in Q2 2025, including $1.031 billion in after-tax investment gains.
Non-GAAP operating income fell 28% to $224 million ($1.43 per share) from $311 million ($1.97).
Property casualty combined ratio rose to 100.8% from 94.9%, with current accident year catastrophe losses at 14.4% of earned premiums versus 12.4%.
Book value per share reached $108.64 at June 30, 2026, up from $102.35 at December 31, 2025.
On July 21, 2026, Boston Scientific's board approved a new global restructuring program with estimated total pre-tax charges of $700 million to $800 million, of which $600 million to $700 million is expected to be cash outlays. The company expects the plan to reduce gross annual pre-tax expenses by about $500 million, with a substantial portion reinvested in growth, and it expects some headcount reductions.
Board approved the 2026 Restructuring Plan on July 21, 2026; activities start in 2026 and are expected to be substantially complete by the end of 2029.
Estimated total pre-tax charges of $700 million to $800 million, including $600 million to $700 million in future cash outlays.
Charges by type: transfer costs $300 million to $350 million, termination benefits $275 million to $300 million, and other costs $125 million to $150 million.
Expected reduction in gross annual pre-tax expenses of about $500 million as program benefits are realized.
Welltower reported second-quarter 2026 revenue of $3.54 billion, up from $2.55 billion a year earlier, and diluted net income of $0.61 per share, up from $0.45. The company raised its 2026 normalized FFO guidance but cut its 2026 net income guidance, and it increased its quarterly dividend 15% to $0.85.
Diluted net income attributable to common stockholders was $0.61 per share, compared with $0.45 a year earlier; total revenues were $3.54 billion, compared with $2.55 billion.
Normalized FFO attributable to common stockholders was $1.60 per diluted share, up 25.0% from $1.28 a year earlier.
2026 normalized FFO guidance was raised to $6.36 to $6.44 per diluted share from $6.21 to $6.35; net income guidance was cut to $3.11 to $3.19 from $3.24 to $3.38.
The quarterly dividend was raised 15% to $0.85 per share, payable August 20, 2026 to holders of record on August 12, 2026.
Sanmina reported fiscal third-quarter 2026 results for the quarter ended June 27, 2026, with revenue of $3.46 billion versus $2.04 billion a year earlier and non-GAAP diluted EPS of $3.31 versus $1.53. The company lowered its fiscal 2026 non-GAAP diluted EPS outlook to $10.75-$11.35 from $11.90-$12.20, which matters to shareholders because the full-year profit forecast is now lower even though the quarter was stronger.
Q3 revenue $3.46 billion vs. $2.04 billion a year earlier; GAAP diluted EPS $2.12 vs. $1.26
Fiscal 2026 non-GAAP diluted EPS outlook cut to $10.75-$11.35 from $11.90-$12.20; revenue range now $13.7 billion-$14.3 billion vs. $14.0 billion-$14.3 billion
Q3 cash flow from operations $124 million; free cash flow $24 million
Brixmor reported second-quarter 2026 results with total revenues of $354.2 million, up from $339.5 million a year earlier, and Nareit FFO per diluted share of $0.58, up from $0.56. GAAP net income attributable to the company per diluted share fell to $0.24 from $0.28, and the company raised its 2026 Nareit FFO per share range to $2.35 to $2.37 from $2.34 to $2.37.
Net income attributable to Brixmor was $73.5 million, or $0.24 per diluted share, versus $85.1 million, or $0.28, in the second quarter of 2025.
Nareit FFO was $178.6 million, or $0.58 per diluted share, versus $171.5 million, or $0.56, a year earlier.
2026 guidance: Nareit FFO per diluted share of $2.35 to $2.37 (from $2.34 to $2.37), and same property NOI growth of 5.00% to 5.75% (from 4.75% to 5.50%).
The Board declared a quarterly dividend of $0.3075 per share, payable October 15, 2026 to holders of record on October 2, 2026.
Codexis sold 16,666,667 shares of common stock at $1.50 per share in an offering that closed on July 27, 2026, with net proceeds of about $23.1 million after underwriting discounts and estimated expenses. The sale adds cash to the company but also issues new shares to investors, which spreads existing shareholders' ownership across a larger share count.
Offering: 16,666,667 shares at $1.50 per share, priced under an underwriting agreement dated July 23, 2026, with Piper Sandler & Co. and Cantor Fitzgerald & Co. as representatives
Closed July 27, 2026, with net proceeds of approximately $23.1 million
Underwriters have a 30-day option to buy up to 2,500,000 additional shares
Company and directors and executive officers agreed to a 90-day lock-up from July 23, 2026, barring sales without Representatives' consent
Immersion reported results for the fiscal fourth quarter and full fiscal year ended April 30, 2026. Fourth-quarter revenue fell from $284.9 million to $270.0 million, but GAAP net income attributable to Immersion stockholders rose to $3.7 million, or $0.12 per diluted share, from a loss of $17.7 million, helped by about $12.6 million of income from the settlement of Visa/Mastercard interchange litigation. For the full year, revenue rose to $1.7 billion, but GAAP net income fell to $4.5 million, or $0.14 per diluted share, from $64.3 million, or $1.90 per diluted share.
Q4 total revenues $270.0 million vs $284.9 million a year earlier; Q4 GAAP net income $3.7 million ($0.12 per diluted share) vs a loss of $17.7 million ($(0.62) per diluted share)
Q4 non-GAAP net income $9.9 million ($0.30 per diluted share) vs a loss of $2.7 million ($(0.08) per diluted share)
Fiscal 2026 total revenues $1.7 billion vs $1.6 billion; GAAP net income $4.5 million ($0.14 per diluted share) vs $64.3 million ($1.90 per diluted share)
Quarterly dividend of $0.075 per share to be paid July 31, 2026, to stockholders of record on July 20, 2026; $39.3 million remains available under the repurchase program
Baker Hughes reported second-quarter 2026 revenue of $6,742 million, down 2% from a year earlier, and GAAP net income of $681 million, down 3%. Adjusted EBITDA rose 2% to $1,231 million, and orders reached $10.5 billion, up 49%, with the company raising its full-year IET order outlook to more than $45 billion. For shareholders, the year-over-year sales and GAAP profit declines contrast with stronger orders, adjusted profit and a larger order outlook.
Revenue was $6,742 million, up 2% sequentially and down 2% year over year; GAAP diluted EPS was $0.68 versus $0.71 a year earlier.
Adjusted diluted EPS was $0.64, up from $0.63 in the second quarter of 2025; adjusted EBITDA was $1,231 million.
IET orders were $7,088 million, and the company raised its Horizon 2 (2026-2028) IET orders outlook to more than $45 billion.
The Chart Industries acquisition closed in July 2026, and the sale of Waygate Technologies to Hexagon was announced for about $1.45 billion before closing adjustments.
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.