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).
Lemonade's board named Senior Vice President Finance Nick Stead as chief financial officer, effective January 1, 2027, replacing Tim Bixby, who will move to a Class III board seat on the same date. The change is a planned leadership succession, and compensation terms for both men are still to be disclosed in a later amendment.
Board approved the changes on July 27, 2026; Bixby moves from CFO to Class III director effective January 1, 2027
Nick Stead, 33, currently SVP Finance, will become CFO and principal financial and accounting officer effective January 1, 2027
Stead joined Lemonade in December 2019 and was promoted to SVP Finance in July 2024
Compensation for Stead and any transition agreement with Bixby will be disclosed in a future 8-K amendment
Westin Acquisition Corp, a Cayman Islands special purpose acquisition company, signed a business combination agreement on July 22, 2026 with First Choice Healthcare Solutions, Inc. Under the deal, Westin will redomicile to Nevada as Wellgevity 360, Inc. and First Choice will become a wholly owned subsidiary, with the company valued at an equity value of up to approximately $650 million. The transaction requires shareholder and SEC approvals and is expected to close in the fourth quarter of 2026, so shareholders will face a vote and potential dilution from new shares issued.
Business combination agreement signed July 22, 2026; Westin to redomicile to Nevada as Wellgevity 360, Inc.
Equity value of up to approximately $650 million, paid in PubCo common stock
PIPE investors may buy up to $10,000,000 of PubCo preferred stock, with no subscription agreements executed yet
Transaction expected to close in the fourth quarter of 2026, subject to shareholder and SEC approvals
Blue Ridge Bankshares reported a second-quarter 2026 net loss of $0.2 million, or $0.00 per diluted share, compared with net income of $0.8 million in the first quarter of 2026 and $1.3 million in the second quarter of 2025. The loss was driven by a $2.1 million after-tax provision for credit losses, including a $1.5 million reserve on a single out-of-market loan relationship placed on nonaccrual, while excluding severance expense, pre-tax, pre-provision income improved to $2.9 million, a non-GAAP measure.
Net loss of $0.2 million, or $0.00 per diluted share, versus net income of $0.8 million, or $0.01, in the first quarter of 2026
After-tax provision for credit losses of $2.1 million; loans totaling $11.4 million placed on nonaccrual with a $1.5 million reserve
Excluding severance, pre-tax, pre-provision income rose to $2.9 million from $2.2 million in the prior quarter (non-GAAP)
Nonperforming assets rose to $32.8 million, or 1.41% of total assets, from $22.6 million at March 31, 2026
Ashland Inc. appointed Peter Thomas and Allen Spizzo as independent directors on July 27, 2026, and entered into a Cooperation Agreement with stockholder Ancora Holdings Group, LLC. The company also formed a Capital Allocation Advisory Committee to make recommendations to the Board on capital allocation strategy. The filing does not include financial results, so it gives shareholders governance changes rather than a measure of operating performance.
Peter Thomas and Allen Spizzo appointed as independent directors effective July 27, 2026; Board temporarily expands to 11 members, then reduces to 10 at the 2027 Annual Meeting
Cooperation Agreement with Ancora includes voting commitments and standstill obligations, and remains in effect through a Standstill Period tied to the 2028 Annual Meeting notice deadline
Capital Allocation Advisory Committee chaired by Scott A. Tozier, with Thomas as Vice Chair and Guillermo Novo as non-voting member
Ashland reported preliminary third-quarter fiscal 2026 results, with sales up 7% to $497 million on higher volumes across all business units, while Adjusted EBITDA fell 4% to $109 million. The company reaffirmed its full-year sales and Adjusted EBITDA guidance but revised its adjusted EPS outlook to low-to-mid single-digit growth from mid-to-high single-digit growth, citing a higher tax rate.
Q3 sales of $497 million, up from $463 million; sales volumes rose 6%
Adjusted EBITDA of $109 million, down from $113 million, with a 21.9% margin
Income from continuing operations of $41 million, or $0.89 per diluted share, versus a loss of $719 million a year earlier, which included a $706 million goodwill impairment
Adjusted EPS outlook cut to low-to-mid single-digit growth from mid-to-high single-digit growth; sales ($1,835-$1,870 million) and Adjusted EBITDA ($385-$400 million) guidance reaffirmed
Acadia Healthcare reported second-quarter 2026 results on July 28, 2026. Revenue was $865.8 million, roughly flat from a year earlier, while net income attributable to Acadia fell to $10.9 million, or $0.12 per diluted share, from $30.1 million, or $0.33, and Adjusted EBITDA dropped 26% to $149.2 million, including a $28.6 million professional and general liability reserve adjustment. The company raised the low end of its full-year 2026 ranges for revenue, Adjusted EBITDA, Adjusted EPS and operating cash flow, and lowered the top end of its capital expenditure range, which matters to shareholders because it shows weaker quarterly profit alongside a modestly higher outlook.
Revenue $865.8 million vs. $869.2 million in Q2 2025; same-facility revenue flat year over year
Net income attributable to Acadia $10.9 million, or $0.12 per diluted share, vs. $30.1 million, or $0.33, a year earlier
Full-year 2026 Adjusted EPS guidance $1.45 to $1.60, up from $1.35 to $1.60 in April; Adjusted EBITDA $590 million to $615 million vs. $580 million to $615 million
Conference call scheduled for Wednesday, July 29, 2026, at 9:00 a.m. Eastern Time
The Hanover Insurance Group reported second-quarter 2026 net income of $191.6 million, or $5.38 per diluted share, up from $157.1 million, or $4.30, a year earlier. Operating income rose to $189.2 million, or $5.31 per share, from $158.7 million, or $4.35, and the combined ratio improved to 91.2% from 92.5%. CEO John C. Roche said he plans to retire at the end of 2026, a leadership change shareholders will track.
Net income $191.6 million ($5.38 per diluted share) vs. $157.1 million ($4.30) in Q2 2025
Operating income $189.2 million ($5.31 per diluted share) vs. $158.7 million ($4.35); combined ratio 91.2% vs. 92.5%
Roche plans to retire at the end of 2026; Dick Lavey named as a key figure in the transition
Company repurchased about $55 million of stock in Q2; about $660 million remains under a $700 million authorization
Extra Space Storage reported second-quarter 2026 net income of $1.25 per diluted share, up 5.9% from a year earlier, and Core FFO of $2.15 per diluted share, up 4.9%. The company raised its full-year 2026 Core FFO estimate to $8.25 to $8.40 per share from $8.05 to $8.35, which signals a higher expected earnings level for shareholders.
Q2 2026 net income of $1.25 per diluted share, up 5.9% from the same period in 2025
Q2 2026 Core FFO of $2.15 per diluted share, up 4.9%; same-store NOI rose 3.5%
2026 Core FFO outlook raised to $8.25 to $8.40 per share from $8.05 to $8.35 (July 28, 2026)
Same-store occupancy was 94.2% at June 30, 2026, versus 94.4% a year earlier
WM reported second-quarter 2026 revenue of $6.7 billion, up 4.0%, and diluted EPS of $1.95 versus $1.80 a year earlier. The company kept its full-year adjusted operating EBITDA ($8.15 billion to $8.25 billion) and free cash flow ($3.75 billion to $3.85 billion) outlooks but lowered its revenue outlook by approximately 0.6%, which matters to shareholders because it trims the top-line forecast even as profit measures improved.
Q2 2026 revenue $6,684 million vs. $6,430 million in Q2 2025; diluted EPS $1.95 vs. $1.80 as reported
Q2 2026 net cash provided by operating activities $1.73 billion vs. $1.55 billion; free cash flow $1.10 billion vs. $818 million
Full-year 2026 revenue outlook now $26.275 billion to $26.475 billion, a reduction of approximately 0.6%; adjusted operating EBITDA and free cash flow outlooks unchanged
Company returned $1.04 billion to shareholders in Q2, including $659 million in share repurchases and $379 million in dividends; webcast set for July 29, 2026 at 10:00 a.m. ET
Cadiz's subsidiary Fenner Gap Mutual Water Company signed two construction manager at risk agreements on July 27, 2026, with guaranteed maximum prices totaling about $273.8 million for the Northern Pipeline. The company estimates total construction capital expenditures to place the pipeline into service at about $403.3 million, so the agreements cover most of the estimated cost and set a defined budget for the Mojave Groundwater Bank financing.
Lyles Agreement: guaranteed maximum price of about $218.9 million for pump-station facilities, with 15% project contingency.
Bubalo Agreement: guaranteed maximum price of about $54.9 million for pipeline replacement, with 10% project contingency.
Estimated total construction capital budget is about $403.3 million, including $129.5 million for owner-procured equipment and other items.
Construction starts after notices to proceed and financing and permitting conditions are met; the agreements assume a September 2026 notice to proceed.
NeuroPace received an FDA communication that its Premarket Approval Supplement to expand the RNS System indication to drug-resistant idiopathic generalized epilepsy is not approvable as submitted, and FDA has requested additional clinical evidence. The company says it will file a Submission Issue Request and amend the submission, and that its guidance does not include any contribution from the expanded indication.
FDA communication was received on the PMA-S target due date, and the company says it has begun working with FDA on the review team and a subsequent SIR meeting.
FDA requested additional clinical evidence from the NAUTILUS trial and literature supporting the submission.
At 18 months, patients treated with the RNS System had a 77% median reduction in GTC seizures from baseline, and 40% achieved GTC seizure freedom.
Full second quarter 2026 results and any full year outlook updates are scheduled for the August 11, 2026 earnings call.
Veralto reported second-quarter 2026 results for the quarter ended July 3, 2026, with sales up 7.6% to $1,474 million and GAAP diluted earnings per share of $0.98, compared with $0.89 a year earlier. The company raised its full-year 2026 adjusted diluted EPS guidance to $4.35 to $4.43 from $4.20 to $4.28, a range that includes a $0.05 per share benefit from IEEPA tariff refunds received in the second quarter. For shareholders, sales, profit and the full-year outlook all improved, though the company's guidance now includes a one-time tariff refund benefit.
Q2 sales rose 7.6% year over year to $1,474 million; non-GAAP core sales grew 4.2%, with Water Quality up 5.7%.
GAAP diluted EPS was $0.98 versus $0.89 a year earlier; adjusted diluted EPS was $1.11 versus $0.93.
Full-year 2026 adjusted diluted EPS guidance raised to $4.35 to $4.43 from $4.20 to $4.28.
Full-year core sales growth guidance raised to 4.0% to 4.5% from 3.0% to 4.5%; Q3 adjusted EPS guidance is $1.06 to $1.09.
Chemed reported second-quarter 2026 revenue of $673.3 million, up 8.8%, and GAAP diluted EPS of $5.13, up 43.7% from the prior-year quarter. The company raised its full-year 2026 adjusted diluted EPS guidance to $25.00 to $25.75, mainly because VITAS performed better than expected, which benefits shareholders.
Q2 2026 revenue $673.3 million, up 8.8%; adjusted diluted EPS $6.06, up 41.9%
VITAS net patient revenue $443.3 million, up 11.9%; Roto-Rooter revenue $229.9 million, up 3.3%
2026 adjusted diluted EPS guidance raised to $25.00-$25.75 from $24.00-$24.75
Repurchased 210,000 shares for $89.8 million in the quarter; about $139.8 million authorization remains
Crane Company reported second quarter 2026 results on July 28, 2026, with GAAP EPS from continuing operations of $1.63, up from $1.37, and record adjusted EPS of $1.79, up from $1.52. Net sales rose 25.6% to $724.7 million, with 5.2% core growth and 19.8% from acquisitions, and the company raised its full-year adjusted EPS outlook to $6.85-$7.05 from $6.65-$6.85. Adjusted results exclude tariff refunds, and the filing notes that acquisitions drove much of the sales growth.
Q2 GAAP EPS from continuing operations was $1.63 versus $1.37 a year earlier; adjusted EPS was a record $1.79 versus $1.52.
Net sales were $724.7 million, up 25.6%: 5.2% core growth, 19.8% from acquisitions and 0.6% from foreign exchange.
Full-year 2026 adjusted EPS outlook raised to $6.85-$7.05 from $6.65-$6.85.
Quarterly dividend of $0.255 per share is payable September 9, 2026 to shareholders of record as of August 31, 2026.
AT&T completed its previously announced purchase of wireless spectrum licenses from EchoStar for approximately $23 billion on July 28, 2026. The company drew $14.5 billion across two term loans to help fund the purchase, and it reiterated its second-quarter 2026 financial outlook and capital allocation plan.
Purchase price of approximately $23 billion in cash for 600 MHz and 3.45 GHz band licenses, closed July 28, 2026
Term loan draws: $11.5 billion on a two-year facility and $3.0 billion on a 364-day facility, under a $17.5 billion Delayed Draw Term Loan Credit Agreement with Bank of America, N.A. as agent
AT&T reiterated the financial outlook and capital allocation plan from its second-quarter 2026 earnings release
Artisan Partners reported second-quarter 2026 results on July 28, 2026. Revenue rose 9% from a year earlier to $307.9 million, and GAAP earnings per share were $1.11, up from $0.94. Net client outflows of $10.5 billion and a decision to wind down the U.S. Value business, expected to be largely complete by the end of the third quarter, weighed on the quarter, and the board declared a $0.80 per share dividend.
Revenue was $307.9 million, up 9% from $282.8 million in the second quarter of 2025; GAAP operating income was $84.6 million, up 6%.
Adjusted operating income was $101.4 million, up 13%; adjusted earnings per share were $0.94, up from $0.83.
Net client outflows totaled $10.5 billion, including $6.4 billion from U.S. Value strategies; the wind-down is expected to be largely complete by the end of the third quarter.
The board declared a variable quarterly dividend of $0.80 per share, payable August 31, 2026, to holders of record as of August 17, 2026.
Acadia Realty Trust reported second quarter 2026 results and raised its full-year 2026 guidance for net earnings, NAREIT FFO and FFO As Adjusted. Quarterly net earnings per share rose to $0.05 from $0.01, mainly due to a gain on sale of properties, while total revenues fell to $95.4 million from $100.6 million.
Q2 2026 FFO As Adjusted was $44.7 million, or $0.31 per share, versus $0.28 in Q2 2025
Full-year 2026 FFO As Adjusted guidance raised to $1.24-$1.26 per share from $1.22-$1.26
Q2 2026 total revenues were $95.4 million, down from $100.6 million a year earlier
Same-property NOI grew 8.7% in the REIT Portfolio for the quarter
American Shared Hospital Services entered a Third Amendment with Fifth Third Bank that lets the lender hold off enforcing asserted loan defaults until June 30, 2027, while adding restrictions such as a required sale process for company assets. The company also took a $2,000,000 subordinated note from a lender tied to its Executive Chairman, with a warrant for 220,000 shares, which adds debt and potential share dilution.
Lender agreed to forbear from enforcing asserted Events of Default from July 22, 2026 until June 30, 2027.
Company must pursue a sale of all or part of its assets and pay certain fees to the lender if sale milestones are missed.
$2,000,000 Promissory Note to RCS/TIG Holdings LLC, 10% annual interest, due July 21, 2027; the lender's manager is Executive Chairman Raymond Stachowiak.
Warrant to buy up to 220,000 common shares at $1.45 per share, exercisable through July 21, 2027.
On July 23, 2026, Apple Hospitality REIT entered a Fourth Amended and Restated Credit Agreement that raises its senior unsecured revolver to $700 million from $650 million and extends the revolver and two term loans to 2030, 2031 and 2032. Separately, a $130 million term loan with PNC Bank was increased to $160 million and extended to July 24, 2033. The company's press release says it has no significant debt maturities until 2029, which matters to shareholders because the longer maturities reduce near-term refinancing needs, while the new agreement adds covenants and conditions on borrowing.
Revolver commitments rise from $650 million to $700 million, with maturity extended from July 25, 2026 to July 24, 2030
$275 million Term A-1 Loan extended to July 24, 2031; $300 million Term A-2 Loan extended to January 23, 2032
$130 million PNC term loan increased to $160 million and extended to July 24, 2033, with the extra $30 million used to repay revolver and secured debt
Accordion option allows total commitments up to $1.75 billion, subject to lender commitments and other conditions
Huron Consulting Group reported second-quarter 2026 revenues before reimbursable expenses of $465.6 million, up 15.7%, and net income of $31.2 million, up 60.8%, with diluted EPS of $1.91. The company raised its full-year 2026 guidance, now expecting RBR of $1.85 billion to $1.89 billion and adjusted diluted EPS of $9.00 to $9.40. Q2 2025 net income included an $8.2 million non-cash impairment charge, net of tax, which affects the year-over-year comparison.
Q2 2026 RBR was $465.6 million, up $63.1 million from $402.5 million in Q2 2025; organic growth was 10.8% excluding $19.5 million from acquisitions
Q2 2026 diluted EPS was $1.91 versus $1.09 a year earlier; adjusted diluted EPS was $2.46 versus $1.89
Full-year 2026 guidance: RBR of $1.85 billion to $1.89 billion, adjusted EBITDA margin of 14.5% to 15.0% of RBR, and adjusted diluted EPS of $9.00 to $9.40
Repurchased $53.1 million of stock in Q2 2026; year-to-date repurchases totaled $208.6 million, or 9.0% of shares outstanding as of December 31, 2025
EchoStar and other seller parties closed the sale of their 3.45 GHz and 600 MHz spectrum licenses to an AT&T subsidiary on July 28, 2026, receiving $20.25 billion in proceeds. Proceeds also funded a $2.4 billion FCC-mandated trust for claims tied to the sold network, and related DISH debt was repaid in full.
Seller received $20.25 billion in proceeds; an additional $2.4 billion was deposited by the buyer into the FCC Trust.
All amounts under a DISH DBS-to-DISH Network loan agreement were satisfied in full at closing.
About $3.686 billion of 11 3/4% Senior Secured Notes due 2027 was redeemed in full at closing.
DISH DBS repaid $2 billion of 7.75% Senior Notes due July 1, 2026, with accrued interest, under bankruptcy court authorization.
Varonis reported second quarter 2026 revenue of $180.0 million, up from $152.2 million a year earlier, and SaaS ARR of $726.0 million, up 52% year-over-year. The company raised its full-year SaaS ARR growth outlook (excluding conversions) to 21% at the midpoint, but GAAP net loss widened to $46.8 million from $35.8 million.
Q2 2026 total revenues were $180.0 million versus $152.2 million in Q2 2025.
Non-GAAP operating income was $3.7 million, compared with a non-GAAP operating loss of $1.9 million a year earlier.
GAAP net loss was $46.8 million, or $(0.41) per share, versus $35.8 million, or $(0.32) per share, in Q2 2025.
Full-year 2026 revenue outlook is $735.0 million to $739.0 million, with Q3 revenue expected at $185.0 million to $188.0 million.
Mondelēz reported second-quarter 2026 net revenues of $9.4 billion, up 4.1%, and diluted EPS of $1.20, up from $0.49. Adjusted EPS was $0.73, down 2.7% on a constant currency basis, as the company cited operating declines and higher interest and other expense. The company raised its 2026 organic net revenue growth outlook to at least 2%, kept its Adjusted EPS growth outlook of flat to 5%, and announced a 4% increase to its quarterly dividend.
Q2 net revenues of $9,355 million, up 4.1%; organic net revenue up 2.2%
Diluted EPS $1.20 versus $0.49 a year earlier; Adjusted EPS $0.73, down 2.7% at constant currency
2026 outlook: at least 2% organic net revenue growth (raised); Adjusted EPS growth flat to 5% (maintained); Free Cash Flow about $3 billion
Quarterly dividend increased 4%; $1.5 billion returned to shareholders in the first half of 2026
Clearwater Paper reported second-quarter 2026 net sales of $375 million, down from $392 million a year earlier, and a net loss from continuing operations of $21 million, or $1.33 per diluted share, versus net income of $3 million a year earlier. Adjusted EBITDA from continuing operations was negative $8 million, compared with positive $40 million, which the company attributed mainly to lower market pricing and the timing of the Lewiston, Idaho maintenance outage.
Net sales were $375 million, down from $392 million; sales volumes rose 8% to 328,722 tons while the average net selling price fell 9% to $1,077 per ton.
Net loss of $21 million, or $1.33 per diluted share, compared with net income of $3 million, or $0.17 per share, in Q2 2025.
Adjusted EBITDA from continuing operations was negative $8 million versus positive $40 million a year earlier.
The company guided to Q3 2026 Adjusted EBITDA of $20 million to $30 million in its supplemental materials.
Werner Enterprises reported second-quarter 2026 revenue of $933.9 million, up 24% year over year, mainly from the FirstFleet acquisition. GAAP operating income fell 74% to $16.9 million and GAAP diluted EPS fell to $0.11 from $0.72, largely because of prior-year liability reversals that did not recur, while non-GAAP adjusted diluted EPS rose to $0.22 from $0.08. The company also changed its 2026 guidance, lowering its truck count growth outlook while raising its net capital expenditure and some pricing outlooks.
Q2 2026 total revenues were $933.9 million, up $180.8 million from $753.1 million a year earlier; GAAP operating income was $16.9 million, down from $66.3 million, after $53.6 million of favorable prior-year liability reversals.
GAAP diluted EPS was $0.11 versus $0.72; non-GAAP adjusted diluted EPS was $0.22 versus $0.08.
2026 guidance: TTS average truck count growth lowered to 16% to 18% from 23% to 28%; net capital expenditures raised to $215 million to $250 million from $185 million to $225 million.
No shares were repurchased in the second quarter; 5.0 million shares remained under the repurchase authorization as of June 30, 2026. Cash flow from operations was $84.7 million versus $46.0 million.
W. P. Carey reported second-quarter 2026 revenues of $461.1 million, up 7.0% from a year earlier, and AFFO of $1.34 per diluted share, up 4.7% from $1.28. The company raised and narrowed its 2026 AFFO per diluted share guidance to $5.19 to $5.27 from $5.16 to $5.26, and raised its full-year investment volume assumption to $1.7 billion to $2.1 billion.
Q2 2026 revenues, including reimbursable costs, were $461.1 million, up 7.0% from $430.8 million in Q2 2025.
Net income attributable to W. P. Carey was $185.4 million, or $0.82 per diluted share, versus $51.2 million, or $0.23, a year earlier; the result includes a $41.6 million mark-to-market gain on Lineage shares.
AFFO per diluted share guidance for 2026 rose to $5.19 to $5.27 from $5.16 to $5.26; disposition volume guidance was raised to $350 million to $550 million from $250 million to $750 million.
The quarterly dividend was increased to $0.940 per share, and $350 million of 5.200% notes due 2036 were issued to prepay 4.250% notes due October 2026.
Logitech reported fiscal first-quarter 2027 sales of $1.23 billion, up 7% from a year earlier, and GAAP EPS of $1.63, up 66%, with results including $61 million in tariff refunds. The company guided second-quarter sales to $1,185 million to $1,220 million and said a late-June 2026 closure at a semiconductor supplier's plant could cut Q3 net sales by up to $200 million, which matters to shareholders because it threatens near-term revenue even as reported profit rose.
Q1 FY27 net sales $1.23 billion, up 7% in US dollars and 5% in constant currency
GAAP EPS $1.63, up 66%; non-GAAP EPS $1.85, up 47%; both include $61 million in tariff refunds
Q2 FY27 outlook: sales $1,185 million to $1,220 million, growth of 0% to 3%, non-GAAP operating income $185 million to $210 million
Supplier incident expected to reduce Q3 net sales by up to $200 million and to be largely resolved by Q4
Zurn Elkay Water Solutions reported second-quarter 2026 results on July 28, with net sales of $491 million, up from $445 million a year earlier, and adjusted EPS of $0.50 versus $0.42. The company said it is raising its full-year outlook, with 2026 adjusted EBITDA now expected between $503 million and $513 million. GAAP results include a one-time $47.6 million benefit from IEEPA tariff refunds, which the company excluded from adjusted EBITDA.
Net sales $491 million, up 10% year over year; core sales also grew 10%
Adjusted EPS $0.50 vs. $0.42; diluted EPS from continuing operations $0.67 vs. $0.29, including the tariff refund
Full-year 2026 adjusted EBITDA guidance of $503 million to $513 million; free cash flow expected at least $350 million
Repurchased $50 million of stock in the quarter, $100 million in the first half; investor call set for July 29, 2026
Ford reported second-quarter 2026 revenue of $48.3 billion, down $1.9 billion year-over-year, and a net loss of $1.3 billion that includes a $3.6 billion largely non-cash charge tied to the disposition of the BlueOval SK joint venture. Adjusted EBIT rose $0.4 billion to $2.5 billion, and Ford raised its full-year 2026 adjusted EBIT guidance to $10 billion to $11 billion and adjusted free cash flow guidance to $6.0 billion to $7.0 billion. For shareholders, the headline profit forecast improved while reported revenue and GAAP results declined.
Q2 2026 revenue of $48.3 billion, down $1.9 billion year-over-year; net loss of $1.3 billion versus a $36 million loss in Q2 2025
Adjusted EBIT of $2.5 billion, up $0.4 billion; operating cash flow of $4.3 billion and adjusted free cash flow of $2.1 billion
Full-year 2026 adjusted EBIT guidance raised to $10 billion to $11 billion from $8.5 billion to $10.5 billion
Third-quarter regular dividend of 15 cents per share, payable Sept. 1 to holders of record on Aug. 11
Seagate reported fiscal fourth-quarter revenue of $3.6 billion, up from $2.4 billion a year earlier, with GAAP diluted EPS of $5.58 versus $2.24. The company guided fiscal first-quarter 2027 revenue to $4.1 billion, plus or minus $100 million, and non-GAAP diluted EPS to $7.30, plus or minus $0.20, and declared a quarterly dividend of $0.74 per share.
Q4 revenue of $3,629 million vs. $2,444 million a year earlier; GAAP diluted EPS $5.58 vs. $2.24; non-GAAP diluted EPS $5.71 vs. $2.59
Fiscal 2026 revenue of $12,195 million vs. $9,097 million; GAAP diluted EPS $13.90 vs. $6.77
Q1 fiscal 2027 guidance: revenue of $4.1 billion (plus or minus $100 million); non-GAAP diluted EPS of $7.30 (plus or minus $0.20)
Quarterly dividend of $0.74 per share, payable October 7, 2026, to holders of record as of September 24, 2026
Bloom Energy reported record second-quarter 2026 revenue of $1,065.4 million, up 165.5% from a year earlier, and GAAP net profit to common stockholders of $196.3 million versus a loss of $42.6 million in the prior-year quarter. The company raised its full-year 2026 revenue guidance to $3.9 billion to $4.2 billion, which it says represents 100% growth at the midpoint.
Q2 2026 revenue $1,065.4 million, up 165.5% from $401.2 million in Q2 2025; product revenue $935.4 million
GAAP diluted EPS $0.62 versus a loss of $(0.18) a year earlier; non-GAAP diluted EPS $0.78
Full-year 2026 guidance raised: revenue $3.9 billion to $4.2 billion; non-GAAP operating income $800 million to $900 million; non-GAAP EPS $2.55 to $2.85
Cash flow from operating activities $226.4 million in Q2 2026 versus negative $213.1 million a year earlier
NeoGenomics reported second-quarter 2026 revenue of $202 million, up 11% from a year earlier, and GAAP net income of $2 million compared with a net loss of $45 million in the same quarter of 2025. The company raised its full-year 2026 revenue and adjusted EBITDA guidance, which signals improved expectations for shareholders, though GAAP net income includes an $11 million gain on debt extinguishment.
Q2 2026 revenue was $202 million, up 11%; clinical services revenue rose 14% and NGS revenue rose 26%.
GAAP net income was $2 million versus a $45 million net loss a year earlier, including an $11 million gain on extinguishment of debt.
Adjusted EBITDA rose 36% to $14 million in the quarter.
Full-year 2026 revenue guidance was raised to $802 million to $806 million from $797 million to $803 million; adjusted EBITDA guidance rose to $56 million to $58 million from $55 million to $57 million.
Skyworks reported fiscal third-quarter 2026 revenue of $935 million, down from $965 million a year earlier, and GAAP diluted EPS of $0.22 versus $0.70. The company said it will stop paying quarterly dividends and authorized a new $2.0 billion stock repurchase program, both tied to its pending Qorvo combination. Shareholders lose a regular cash dividend, and the new buyback program runs through January 31, 2029.
Q3 revenue of $935 million vs. $965 million a year earlier; GAAP diluted EPS $0.22 vs. $0.70; non-GAAP diluted EPS $1.08 vs. $1.33
Board will not declare quarterly cash dividends going forward
New $2.0 billion repurchase program authorized July 27, 2026, through January 31, 2029; replaces the program approved February 4, 2025, which was terminated
Fourth-quarter revenue outlook of $1,010 million to $1,060 million; non-GAAP EPS of $1.27 at the revenue midpoint
EXL reported second-quarter 2026 revenue of $594.8 million, up 15.6% from a year earlier, and raised its full-year 2026 guidance. The company now expects total revenue of $2.390 billion to $2.415 billion, up from $2.30 billion to $2.33 billion, and adjusted diluted EPS of $2.25 to $2.29, up from $2.18 to $2.23. Operating income margin slipped to 14.7% from 15.8%, and GAAP net income was $64.5 million versus $66.1 million a year earlier.
Q2 2026 revenue was $594.8 million, up 15.6% year over year; adjusted diluted EPS was $0.59, up from $0.49.
Full-year 2026 revenue guidance raised to $2.390 billion to $2.415 billion, including $28.0 million to $32.0 million from the iMerit acquisition expected to close July 31, 2026.
Organic constant-currency revenue growth guidance raised to 13% to 14% from 10% to 12%.
Adjusted diluted EPS guidance raised to $2.25 to $2.29 from $2.18 to $2.23; GAAP diluted EPS was $0.42 versus $0.40 a year earlier.
Expand Energy reported second quarter 2026 results on July 28, 2026. GAAP net income fell to $522 million, or $2.19 per diluted share, from $968 million, or $4.02, a year earlier, while adjusted diluted earnings per share rose to $1.33 from $1.10. The company reaffirmed its 2026 production guidance, authorized an additional ~$1 billion of share repurchases, and announced the acquisition of Twin Eagle Holdings, N.A. LLC.
Total revenues and other were $2,960 million in the second quarter of 2026, versus $3,690 million in the same quarter of 2025.
Net income was $522 million ($2.19 per diluted share), versus $968 million ($4.02) in the second quarter of 2025.
Adjusted diluted earnings per share were $1.33, versus $1.10; 2026 production guidance of 7.4 – 7.6 Bcfe/d was reaffirmed.
About $530 million of common stock was repurchased in the second quarter, and an additional ~$1 billion buyback authorization was announced.
Carpenter Technology said its President and CEO, Brian Malloy, died suddenly on July 24, 2026. The Board appointed Tony Thene, who previously served as CEO from 2015 through June 2026, to return as CEO, and also named him Chairman and President. For shareholders, the filing marks an unplanned leadership change at the top of the company.
Brian J. Malloy, President, CEO and a director, passed away suddenly and unexpectedly on July 24, 2026.
On July 26, 2026, the Board appointed Tony R. Thene as CEO, Chairman of the Board and President.
Thene previously served as CEO from 2015 through June 2026.
The press release announcing the passing and appointment is dated July 27, 2026 and is furnished as Exhibit 99.1.
Travelzoo reported second quarter 2026 results on July 28, 2026, with revenue of $23.2 million, down 3% from $23.9 million a year earlier. The company posted an operating loss of $2.8 million and a net loss attributable to Travelzoo of $2.1 million, or $(0.21) per share, compared with $0.12 per diluted share in the prior-year period. Management said it is investing heavily in growing paying Club Members and expects year-over-year revenue growth in Q3 2026.
Q2 2026 revenue of $23.2 million, down 3% year-over-year; the company attributed the decline to international conflicts affecting all segments
Operating loss of $2.8 million in Q2 2026, versus operating income of $2.1 million in Q2 2025; non-GAAP operating loss was $2.1 million
Cash flow from operations was $(1.7) million in Q2 2026; cash, cash equivalents and restricted cash were $7.6 million at June 30, 2026
Company repurchased 200,000 shares during Q2 2026 and expects year-over-year revenue growth in Q3 2026
Leonardo DRS agreed to buy Raft LLC, a Virginia-based provider of open-architecture mission software and AI for data fusion, in an all-cash deal valued at $450 million. The company expects the deal to close in the fourth quarter of 2026 and to be accretive to Adjusted Diluted EPS in the first full year of ownership, subject to regulatory approvals.
Purchase price: $450 million all-cash, subject to customary post-closing adjustments
Expected tax benefit over 15 years with present value of approximately $50 million
Expected closing: fourth quarter of 2026; funding from cash on hand and revolving credit facility borrowings
Management will discuss the deal on the Q2 2026 earnings call on July 30, 2026
ITW reported second-quarter 2026 revenue of $4.30 billion, up 6.1%, and GAAP EPS of $2.84, up 10.1%, with operating income up 7.4% to $1.15 billion. The company raised its full-year 2026 GAAP EPS guidance by $0.15 to a range of $11.35 to $11.55, which signals higher expected profit for shareholders.
Q2 revenue of $4.30 billion rose 6.1%, with organic growth of 4.5%.
GAAP EPS of $2.84 rose 10.1%; operating income of $1.15 billion rose 7.4%.
2026 GAAP EPS guidance raised by $0.15 to $11.35 to $11.55; revenue growth guidance raised to 4% to 5%.
Q2 free cash flow was $631 million, up 41%; the company repurchased $750 million of shares in the quarter.
Perma-Fix said preliminary second-quarter 2026 results show an estimated net loss of approximately $(6.0) million on revenue of approximately $13 million, with the figures still subject to review by its independent auditor. Management said Hanford-related waste receipts and DFLAW receipts began, lifting treatment backlog to approximately $15.7 million, but delayed treatment and slower project starts pushed expected revenue into the second half of 2026, while costs were incurred in the quarter. Shareholders also saw all nine director nominees reelected and Grant Thornton, LLP ratified as auditor at the July 22, 2026 annual meeting.
Preliminary Q2 2026 estimate: net loss of approximately $(6.0) million on revenue of approximately $13 million, subject to auditor review.
Treatment-related backlog rose to approximately $15.7 million at June 30, 2026, up about 29% from $12.2 million at the end of the first quarter.
Treatment of certain Hanford-related waste streams was delayed; the company expects treatment to begin in the third quarter of 2026.
At the July 22, 2026 annual meeting, all nine directors were reelected and Grant Thornton, LLP was ratified with 13,514,118 votes for.
ZipRecruiter said Carmen Chan, formerly a Managing Director at Barclays, will become Chief Financial Officer effective August 17, 2026. David Travers, the company's president and interim CFO, will remain president but stop serving as interim CFO on that date. The filing discloses Ms. Chan's pay and equity grants, which matter to shareholders as a record of the new finance chief's incentives.
Annual base salary of $500,000, with a minimum 2026 annual bonus of $100,000
$200,000 onboarding bonus, payable in two installments 90 and 180 days after she starts
650,000 restricted stock units granted, of which 150,000 are performance-based and tied to a stock price metric
Effective date of August 17, 2026; David Travers continues as President
Itron reported second quarter 2026 revenue of $563 million, down 7% from a year earlier, and GAAP diluted EPS of $1.19, down from $1.47. The company raised its full-year 2026 earnings outlook, with non-GAAP diluted EPS now expected between $6.30 and $6.50, while revenue guidance is $2.37 to $2.41 billion, so shareholders get higher earnings expectations alongside lower reported sales and profit.
Q2 2026 revenue was $563 million, down 7%, mainly due to lower Networked Solutions revenue, which fell 17%.
GAAP net income attributable to Itron was $53 million, or $1.19 per diluted share, versus $68 million, or $1.47, in Q2 2025; non-GAAP diluted EPS was $1.59 versus $1.62.
Updated full-year 2026 outlook: revenue of $2.37 to $2.41 billion and non-GAAP diluted EPS of $6.30 to $6.50; Q3 2026 outlook is revenue of $590 to $600 million and non-GAAP diluted EPS of $1.50 to $1.60.
Universal Health Services reported second-quarter 2026 net income attributable to UHS of $358.4 million, or $5.98 per diluted share, up from $353.2 million, or $5.43, a year earlier, on net revenues up 8.3% to $4.638 billion. The company also lowered the midpoint of its 2026 adjusted EPS forecast by 2.6% to a range of $22.28 to $23.65, which means shareholders face a lower earnings outlook than the company gave in February.
Q2 2026 net income attributable to UHS was $358.4 million, or $5.98 per diluted share, versus $5.43 a year earlier; the company reported no adjustments for the quarter.
Q2 results included a net pre-tax benefit of about $72 million: $100 million from the Florida Medicaid managed care directed payment program, less a $28 million increase to professional and general liability reserves.
Revised 2026 adjusted EPS-diluted forecast is $22.28 to $23.65 per share, down from $22.64 to $24.52 in the original forecast; the midpoint of adjusted EBITDA net of NCI fell 1.9%.
The company repurchased 1.890 million shares in Q2 2026 for about $320.3 million, with about $977.6 million of authorization remaining as of June 30, 2026.
Hubbell reported second-quarter 2026 net sales of $1,711.8 million, up from $1,484.3 million a year earlier, with adjusted diluted EPS of $5.52, up 12%. GAAP diluted EPS was $4.52, down from $4.56, and the company raised its full-year 2026 adjusted diluted EPS range to $20.25 to $20.55 while setting its GAAP diluted EPS range at $17.25 to $17.55. The results include the acquisition of NSI Industries for approximately $3.0 billion, funded with debt.
Q2 2026 net sales rose 15% to $1,711.8 million; organic net sales grew 10%, and acquisitions added 5%.
Q2 diluted EPS was $4.52 versus $4.56 a year earlier; adjusted diluted EPS was $5.52.
Q2 operating margin was 20.4% versus 22.7% a year earlier; adjusted operating margin was 23.9%, down 50 basis points.
Full-year 2026 adjusted diluted EPS guidance was raised to $20.25 to $20.55; GAAP diluted EPS guidance is $17.25 to $17.55.
Ecolab reported second-quarter 2026 net sales of $4.4 billion, up 10%, with adjusted diluted EPS up 11% to $2.09 and reported diluted EPS up 3% to $1.90. The company raised its full-year 2026 adjusted diluted EPS outlook to $8.05 to $8.25, up from its prior $8.03 to $8.23 range, which gives shareholders a higher earnings expectation. Reported results include special charges, and Ecolab expects 2026 special charges of about $0.75 to $0.80 per share.
Q2 net sales were $4.4 billion, up 10%; organic sales growth accelerated to 5%.
Reported diluted EPS was $1.90, up 3%; adjusted diluted EPS was $2.09, up 11%.
2026 adjusted diluted EPS outlook raised to $8.05 to $8.25 from $8.03 to $8.23; third-quarter outlook is $2.13 to $2.23.
Quantifiable 2026 special charges are expected to be about $0.75 to $0.80 per share.
CTS reported second-quarter 2026 sales of $144.8 million, up 7% from a year earlier, with net earnings of $19.2 million and diluted EPS of $0.66, compared with $18.5 million and $0.62 in the second quarter of 2025. The company raised its 2026 guidance, lifting its sales outlook to $565 million to $585 million and its adjusted diluted EPS outlook to $2.55 to $2.70. Transportation sales declined 2%, while sales to diversified end markets rose 15%.
Sales were $144.8 million, up 7%; diversified end-market sales rose 15% and transportation sales fell 2%.
Net earnings were $19.2 million, or $0.66 per diluted share, versus $18.5 million, or $0.62, a year earlier.
Adjusted diluted EPS was $0.74, up from $0.57; adjusted EBITDA margin was 25.4%, up from 23.0%.
2026 guidance raised: sales to $565 million to $585 million (from $560 million to $580 million); adjusted diluted EPS to $2.55 to $2.70 (from $2.35 to $2.45).
Franklin Electric reported second quarter 2026 net sales of $622.9 million, up 6% from the prior year, and GAAP diluted EPS of $1.46, up 11%. The company raised its full year 2026 guidance for net sales and adjusted diluted EPS, while a $4.5 million legal settlement expense weighed on Energy Systems results.
Q2 2026 GAAP diluted EPS was $1.46 versus $1.31 a year earlier; adjusted diluted EPS was $1.55, up 18%
Full year 2026 net sales guidance raised to $2.21 billion to $2.29 billion
Full year 2026 adjusted diluted EPS guidance raised to $4.50 to $4.70
Energy Systems operating income included a $4.5 million legal settlement expense in Q2 2026
Oshkosh reported second-quarter 2026 sales of $2.92 billion, up 6.7%, but net income fell to $183.2 million, or $2.92 per diluted share, from $204.8 million, or $3.16, a year earlier. The company lowered its 2026 adjusted earnings per share outlook to approximately $11.00, down about $0.50 from its previous guidance, while raising its net sales expectation to approximately $11.2 billion. For shareholders, higher sales are offset by lower profit and a reduced earnings outlook.
Q2 2026 sales rose $183.0 million, or 6.7%, to $2.92 billion; GAAP operating income fell 16.6% to $243.2 million
Q2 2026 adjusted diluted EPS was $2.87 versus $3.41 in Q2 2025; GAAP diluted EPS was $2.92 versus $3.16
2026 adjusted EPS outlook cut to approximately $11.00 (about $0.50 lower); GAAP EPS outlook approximately $10.50; net sales outlook raised $200 million to approximately $11.2 billion
Quarterly cash dividend of $0.57 per share declared, payable August 27, 2026 to holders of record as of August 13, 2026
Kiniksa reported second quarter 2026 total revenue of $243.6 million, up from $156.8 million a year earlier, and net income of $25.4 million, up from $17.8 million. The company raised its 2026 ARCALYST net product revenue guidance to $980 million to $995 million, from $930 million to $945 million, which signals higher expected sales for the main product.
Q2 2026 total revenue was $243.6 million, compared with $156.8 million in Q2 2025.
Q2 2026 net income was $25.4 million, or $0.30 per diluted share, compared with $17.8 million, or $0.23 per diluted share, in Q2 2025.
2026 ARCALYST net product revenue guidance raised to $980 million to $995 million from $930 million to $945 million.
Cash, cash equivalents, and short-term investments were $525.9 million as of June 30, 2026, and the company had no debt.
Repligen reported second-quarter 2026 revenue of $204 million, up 12% as reported and 13% organic, and raised its full-year 2026 organic growth and adjusted EPS guidance. GAAP net income fell to $5.0 million from $14.9 million, and GAAP EPS fell to $0.09 from $0.26, while adjusted EPS rose to $0.54 from $0.37. The release also announced a definitive agreement to acquire BioLife Solutions.
Q2 2026 revenue was $204 million versus $182 million a year earlier, up 12% as reported and 13% organic.
GAAP diluted EPS was $0.09 versus $0.26; adjusted diluted EPS was $0.54 versus $0.37.
FY26 guidance raised: organic revenue growth to 10.5%-13.5% and adjusted EPS to $2.03-$2.09.
Cash, cash equivalents and marketable securities were $810 million at June 30, 2026.
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