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).
OGE Energy reported second quarter 2026 net income of $116.3 million, or $0.56 per diluted share, up from $107.5 million, or $0.53, a year earlier. Operating revenues fell to $711.9 million from $741.6 million, and the company left its 2026 earnings guidance unchanged at $2.43 per diluted share, within a range of $2.38 to $2.48.
Q2 2026 diluted EPS was $0.56, versus $0.53 in Q2 2025; net income was $116.3 million, versus $107.5 million.
Operating revenues were $711.9 million in Q2 2026, down from $741.6 million in Q2 2025.
OG&E contributed $0.58 per diluted share, while Other Operations posted a loss of $0.02 per diluted share.
2026 consolidated EPS guidance remains $2.43, within a range of $2.38 to $2.48, assuming normal weather for the rest of the year.
Rush Enterprises reported second-quarter 2026 revenue of $1.9 billion, down 1.6% from the prior year, while net income rose slightly to $72.8 million, or $0.91 per diluted share, from $0.90. The company also declared a three-for-two stock split and a post-split quarterly cash dividend of $0.14 per share, a 10.5% increase, which would change the share count and per-share dividend for shareholders.
Q2 2026 revenue was $1.900 billion versus $1.931 billion in Q2 2025.
Net income was $72.8 million, or $0.91 per diluted share, versus $72.4 million, or $0.90, a year earlier.
Three-for-two stock split payable August 31, 2026, to holders of record on August 11, 2026.
Quarterly cash dividend of $0.14 per share payable September 24, 2026, to holders of record on September 9, 2026.
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 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
FirstEnergy reported second quarter 2026 GAAP earnings of $288 million, or $0.50 per share, up from $268 million, or $0.46 per share, a year earlier, on revenue of $3.7 billion. Core Earnings, its non-GAAP measure, were $0.50 per share, down from $0.52 in the second quarter of 2025, and the company reaffirmed its 2026 Core EPS guidance range of $2.62 to $2.82 per share, so shareholders see higher GAAP profit and an unchanged outlook alongside a slight decline in the core per-share figure.
Q2 2026 GAAP earnings were $288 million ($0.50 per share), versus $268 million ($0.46 per share) in Q2 2025; revenue was $3.7 billion versus $3.4 billion.
Core EPS was $0.50 per share versus $0.52 a year earlier; the company said Q2 results were in line with plan.
2026 Core EPS guidance of $2.62 to $2.82 per share was reaffirmed; the 2026 capital plan is $6 billion, with $2.9 billion deployed through the first half.
Contracted data center demand reached 6.4 GW, and West Virginia demand rose 137% to 4.3 GW; a webcast is scheduled for 9:00 a.m. EDT on July 29, 2026.
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
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
Western New England Bancorp reported second-quarter 2026 net income of $3.6 million, or $0.18 per diluted share, down from $4.6 million, or $0.23, a year earlier. A $1.8 million partial charge-off on a participation loan after the borrower filed for Chapter 11 bankruptcy raised credit loss provisions, while net interest income rose 9.5% from a year earlier. The Board also declared a $0.07 quarterly cash dividend payable August 26, 2026.
Q2 2026 net income $3.6 million, or $0.18 per diluted share, versus $4.6 million, or $0.23, in Q2 2025 and $4.8 million, or $0.24, in Q1 2026
Six-month net income $8.4 million, or $0.42 per diluted share, versus $6.9 million, or $0.34, a year earlier
Provision for credit losses of $1.6 million in Q2 2026, including a $1.8 million partial charge-off on a participation loan tied to a June 4, 2026 Chapter 11 filing
Quarterly cash dividend of $0.07 per share, payable on or about August 26, 2026, to holders of record on August 12, 2026
TPG RE Finance Trust reported GAAP net income attributable to common stockholders of $9.4 million, or $0.12 per diluted share, and Distributable Earnings of $17.6 million, or $0.23 per share, for the quarter ended June 30, 2026. Book value per common share fell to $10.95 from $11.06 at March 31, 2026, and quarterly Distributable Earnings were below the $0.24 common dividend declared on June 12, 2026, though management said first-half Distributable Earnings fully covered the year-to-date dividend.
GAAP net income attributable to common stockholders was $9.4 million, or $0.12 per diluted share, on 78.0 million diluted weighted average shares.
Distributable Earnings were $17.6 million, or $0.23 per share, versus the $0.24 per share common dividend declared June 12, 2026.
Book value per common share was $10.95 at June 30, 2026, compared with $11.06 at March 31, 2026.
The company closed a $400.0 million Term Loan B due 2033 and a $100.0 million Revolving Credit Facility due 2031, and extended the Wells Fargo secured credit agreement to 2028 with capacity raised to $850.0 million.
PPG reported second quarter 2026 net sales of $4.5 billion, up 7% from a year earlier, with organic sales up 4%. Reported earnings per diluted share fell 1% to $1.96, while adjusted EPS was flat at $2.23. The company reaffirmed its full-year 2026 adjusted EPS guidance of $7.70 to $8.10, so shareholders see higher sales alongside flat-to-lower profit.
Net sales of $4,495 million, up 7% from $4,195 million in the second quarter 2025
Reported EPS of $1.96 versus $1.98 a year earlier; adjusted EPS of $2.23 versus $2.22
Full-year 2026 adjusted EPS guidance reaffirmed at $7.70 to $8.10
Share repurchases totaled $75 million in the quarter and $175 million year to date
AXIS Capital reported second quarter 2026 net income available to common shareholders of $251 million, or $3.38 per diluted share, up $35 million from the second quarter of 2025. Operating income fell 19% to $211 million, and underwriting income fell 24% to $143 million as the combined ratio rose to 93.1% from 88.9%. The results were furnished in a press release, an investor financial supplement and a presentation, and shareholders get a higher GAAP profit alongside weaker operating and underwriting measures.
Net income available to common shareholders was $251 million, or $3.38 per diluted share, for the quarter ended June 30, 2026.
Operating income was $211 million, or $2.84 per diluted share, down $51 million, or 19%, from the second quarter of 2025.
Combined ratio was 93.1% versus 88.9% a year earlier, producing underwriting income of $143 million, down 24%.
Book value per diluted common share was $80.67 at June 30, 2026; a second quarter earnings call is set for July 29, 2026 at 8:30 a.m. ET.
Unum Group reported second-quarter 2026 net income of $256.9 million, or $1.61 per diluted share, down from $335.6 million, or $1.92, a year earlier. Adjusted per-share operating income rose to $2.16 from $2.06, but adjusted operating income in dollars fell to $346.0 million from $360.2 million, as the company absorbed a $75.4 million Closed Block segment loss and $30.7 million in strategic actions charges before tax.
Net income $256.9 million ($1.61 per diluted share) in Q2 2026, versus $335.6 million ($1.92) in Q2 2025
After-tax adjusted operating income $346.0 million ($2.16 per diluted share), versus $360.2 million ($2.06) a year earlier
Closed Block segment adjusted operating loss of $75.4 million and strategic actions impact of $30.7 million before tax
Full-year 2026 outlook for after-tax adjusted operating income per share of $8.60 to $8.90
Broadway Financial reported second-quarter 2026 net income attributable to common stockholders of $218 thousand, or $0.02 per diluted share, down from $409 thousand in the first quarter but up from $2 thousand in the second quarter of 2025. Net interest income rose 4.8% sequentially to $9.5 million, but the provision for credit losses rose to $1.5 million from $200 thousand after a specific reserve on a non-accrual loan, and the net interest margin fell to 2.65% from 2.75%.
Net income attributable to common stockholders: $218 thousand in Q2 2026, versus $409 thousand in Q1 2026 and $2 thousand in Q2 2025.
Net interest income: $9.5 million, up $437 thousand, or 4.8%, from the first quarter; net interest margin fell to 2.65% from 2.75%.
Provision for credit losses: $1.5 million, versus $200 thousand in the first quarter, mainly from a specific reserve on a non-accrual loan.
Total deposits: $1.1 billion at June 30, 2026, up $197.0 million, or 21.5%, from December 31, 2025.
American Assets Trust reported second quarter 2026 results with total revenue up slightly from a year earlier, while FFO and net income were roughly flat to slightly lower. The company affirmed its full-year 2026 FFO guidance, which matters to shareholders as the main forward-looking measure in the release.
Q2 2026 total revenue was $109.5 million, compared with $107.9 million in Q2 2025; net income attributable to common stockholders was $5.2 million, or $0.09 per diluted share, versus $5.5 million, or $0.09, a year earlier.
FFO was $0.51 per diluted share in Q2 2026, compared with $0.52 in Q2 2025; six-month FFO was $1.02 per share versus $1.04.
Full-year 2026 FFO guidance was affirmed at $1.96 to $2.10 per diluted share, with a midpoint of $2.03.
Same-store cash NOI rose 0.3% in Q2 2026; the company cited a one-time reserve for receivables from an office tenant at Coastal Collection at Torrey Reserve.
Mirion reported second quarter 2026 revenue of $266.8 million, up 19.7% from a year earlier, and Adjusted EBITDA of $65.3 million, up 27.5%. GAAP net income fell 4.7% to $8.1 million, and GAAP diluted EPS was $0.03 versus $0.04 a year earlier. The company reaffirmed its full-year 2026 guidance, including Adjusted EPS of $0.48 to $0.55 per share.
Q2 2026 revenues of $266.8 million, up 19.7% from $222.9 million in Q2 2025
GAAP net income of $8.1 million, down 4.7% from $8.5 million; Adjusted EBITDA of $65.3 million, up 27.5% from $51.2 million
Second quarter orders were $291 million including Paragon and Certrec acquisitions, up 40%; $229 million excluding them, up 10%
2026 guidance reaffirmed, including Adjusted EPS of approximately $0.48 to $0.55 per share; conference call on July 29, 2026 at 10:00 a.m. ET
BXP reported second quarter 2026 results on July 28, 2026, with revenue of $895.7 million and diluted FFO of $1.78 per share, both up from the first quarter. Net income attributable to BXP fell to $68.6 million, or $0.43 per share, from $101.6 million, or $0.64 per share, in the first quarter, which included larger gains on sales. The company also gave full-year 2026 diluted FFO guidance of $6.99 to $7.05 per share and third-quarter guidance of $1.80 to $1.82.
Revenue rose to $895.7 million from $872.1 million in the first quarter of 2026.
Diluted FFO per share was $1.78, up from $1.59; FFO attributable to BXP was $283.4 million, up from $252.2 million.
Net income attributable to BXP was $68.6 million, or $0.43 per share, down from $0.64 per share; an $18.0 million impairment on the Sumner Square leasehold in Washington, DC was recorded.
Full-year 2026 guidance is $2.14 to $2.24 diluted EPS and $6.99 to $7.05 diluted FFO per share; third-quarter guidance is $0.50 to $0.52 EPS and $1.80 to $1.82 FFO per share.
Caesars Entertainment reported second-quarter 2026 net revenues of $3.0 billion, up 3.0% from $2.9 billion a year earlier, and a net loss attributable to Caesars of $62 million, down from $82 million. Consolidated Adjusted EBITDA fell to $920 million from $955 million, and the company is not holding a conference call because of its pending acquisition by Fertitta Entertainment, Inc.
Net revenues were $3.0 billion versus $2.9 billion for the quarter ended June 30, 2025, with Regional up 9.4% and Las Vegas down 3.5%.
Net loss attributable to Caesars was $62 million, or $0.30 per share, compared with $82 million, or $0.39 per share, a year earlier.
Consolidated Adjusted EBITDA was $920 million versus $955 million, a 3.7% decline.
The definitive agreement to be acquired by Fertitta Entertainment, Inc., announced May 28, 2026, is pending; Caesars stock will no longer be listed on NASDAQ upon completion.
Avis Budget Group reported second quarter 2026 revenue of $2,998 million, down 1% from $3,039 million a year earlier. Net income attributable to the company rose to $35 million from $4 million, and Adjusted EBITDA rose 3% to $286 million, so profit improved while sales slipped.
Revenues $2,998 million vs. $3,039 million in Q2 2025, down 1%
Net income attributable to Avis Budget Group $35 million vs. $4 million; diluted EPS $0.98 vs. $0.10
Adjusted EBITDA $286 million vs. $277 million, up 3%; Total Company vehicle utilization 72.6%, up 1.9 points
Liquidity about $1.0 billion at quarter end; $300 million add-on senior notes due 2031 issued in May
Ribbon Communications reported second-quarter 2026 revenue of $192 million, down from $221 million a year earlier, and a GAAP operating loss of $12 million versus operating income of $4 million a year earlier. Revenue rose 18% sequentially from the first quarter, and the company projected third-quarter 2026 revenue of $215 million to $230 million, but it has also adjusted its full-year 2026 targets.
Q2 2026 revenue was $192 million versus $221 million in Q2 2025; GAAP net loss was $27 million versus $11 million
Non-GAAP Adjusted EBITDA was $12 million versus $32 million in Q2 2025
Q3 2026 outlook: revenue of $215 million to $230 million and Adjusted EBITDA of $26 million to $31 million
Full-year 2026 targets now call for revenue of $810 million to $840 million and Adjusted EBITDA of $78 million to $88 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
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.
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
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
Qorvo reported fiscal 2027 first-quarter revenue of $784.8 million, down 4.2% from a year earlier and 2.9% from the prior quarter, while GAAP diluted EPS rose to $0.96 from $0.27 and non-GAAP diluted EPS rose to $1.64 from $0.92. The company said it expects full-year fiscal 2027 non-GAAP diluted EPS above $7.00, but it has stopped holding conference calls and giving forward-looking guidance because of its pending transaction with Skyworks.
Revenue was $784.8 million, down from $818.8 million a year earlier and $808.3 million in the fourth quarter of fiscal 2026.
GAAP operating income was $96.8 million and non-GAAP operating income was $177.6 million; non-GAAP gross margin was 52.8%, up 8.8 percentage points year over year.
Management now expects full-year fiscal 2027 non-GAAP diluted EPS above $7.00 and non-GAAP gross margin above 50%.
Fiscal 2027 is a 53-week year, and the fiscal second quarter ending October 3, 2026 will include 14 weeks.
Enphase reported second-quarter 2026 revenue of $291.9 million, up from $282.9 million in the first quarter but down from $363.2 million a year earlier. GAAP net income was $36.1 million, or $0.27 per diluted share, after a loss in the first quarter, helped by $52.0 million of U.S. customs tariff refunds, while non-GAAP diluted EPS was $0.46 versus $0.47 in the first quarter and $0.69 a year earlier. The company guided third-quarter 2026 revenue to $290.0 million to $320.0 million.
Q2 2026 revenue $291.9 million vs $282.9 million in Q1 2026 and $363.2 million in Q2 2025
GAAP diluted EPS $0.27 vs a loss of $0.06 in Q1 2026; non-GAAP diluted EPS $0.46 vs $0.47 in Q1 2026
Received about $41.0 million in CBP tariff refunds in Q2 plus $11.0 million after quarter end; $45.4 million recognized as a gross profit increase
Q3 2026 outlook: revenue $290.0 million to $320.0 million; GAAP gross margin 42.0% to 45.0%
Tilray Brands reported fourth-quarter and fiscal 2026 results for the year ended May 31, 2026, with net revenue up 11% to $915.5 million and adjusted EBITDA up to $61.1 million from $55.0 million. The company also issued fiscal 2027 adjusted EBITDA guidance of $68 million to $75 million, but reported a net loss of $105.2 million for the year, which it attributed predominantly to non-cash charges.
Fiscal 2026 net revenue rose 11% to $915.5 million; gross profit rose 8% to $260.4 million.
Fiscal 2026 net loss was $105.2 million, or $1.09 per share, driven predominantly by non-cash charges.
Fiscal 2027 adjusted EBITDA guidance is $68 million to $75 million, described as double-digit growth.
Cash, restricted cash and marketable securities were approximately $235 million at year end.
Manhattan Associates reported second-quarter 2026 revenue of $297.8 million, up from $272.4 million a year earlier, and adjusted diluted EPS of $1.39, up from $1.31. GAAP diluted EPS fell to $0.85 from $0.93, and GAAP operating income fell to $66.2 million from $73.8 million, after $8.3 million of restructuring expense tied to a headcount cut of about 6% on June 1, 2026. The company also issued full-year 2026 guidance of $1,160 million to $1,166 million in revenue and $5.44 to $5.50 in adjusted EPS.
Q2 2026 revenue was $297.8 million versus $272.4 million in Q2 2025; cloud subscription revenue was $126.7 million versus $100.4 million.
GAAP diluted EPS was $0.85 versus $0.93; adjusted diluted EPS was $1.39 versus $1.31.
Full-year 2026 guidance: total revenue $1,160 million to $1,166 million, GAAP EPS $3.59 to $3.65, adjusted EPS $5.44 to $5.50.
Remaining performance obligations reached $2.47 billion at June 30, 2026, and the company repurchased $125.0 million of stock in the quarter.
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.
USCB Financial Holdings filed an investor presentation for the second quarter of 2026 as Exhibit 99.1 to a Form 8-K, furnished under Regulation FD. The presentation shows total revenue rose from the prior quarter while net income and diluted EPS slipped, though both improved from the year-earlier quarter.
Net income was $9.1 million ($9,078 thousand), or $0.49 per diluted share, versus $0.51 in Q1 2026 and $0.40 in Q2 2025.
Total revenue was $27.9 million, up from $26.2 million in Q1 2026 and $24.4 million in Q2 2025.
Net interest margin rose to 3.49% from 3.27% in Q1 2026, and gross loan production totaled a record $272.0 million in the quarter.
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.
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
Commvault reported first-quarter fiscal 2027 revenue of $314.1 million, up 11% year over year, with subscription revenue up 16% to $267.0 million. GAAP diluted earnings per share fell to $0.50 from $0.52 a year earlier, including a $2.4 million restructuring charge, while non-GAAP diluted EPS rose to $1.42 from $1.01. The company also updated its full-year fiscal 2027 subscription revenue and free cash flow guidance.
Total revenue was $314.1 million, up 11% year over year; subscription revenue was $267.0 million, up 16%.
GAAP net income was $21.1 million, down from $23.5 million; GAAP diluted EPS was $0.50 versus $0.52.
Non-GAAP diluted EPS was $1.42 versus $1.01; free cash flow was $51.1 million, up 71%.
Updated fiscal 2027 guidance: subscription revenue of $1,119 million to $1,129 million and free cash flow of $250 million to $260 million.
XPLR Infrastructure reported second-quarter 2026 operating revenues of $363 million, up from $342 million a year earlier, but net income attributable to XPLR fell to $38 million from $79 million. Adjusted EBITDA declined to $523 million from $557 million, and the company reaffirmed its 2026 adjusted EBITDA and FCFBG expectations, which matter to unitholders because they show the company is holding its full-year outlook despite the lower quarterly profit.
Operating revenues were $363 million for Q2 2026, versus $342 million in Q2 2025.
Net income attributable to XPLR was $38 million, or $0.40 per common unit, versus $79 million, or $0.84 per unit, a year earlier.
Adjusted EBITDA was $523 million and free cash flow before growth was $257 million, compared with $557 million and $261 million in Q2 2025.
For calendar 2026, the company reaffirmed adjusted EBITDA of $1.75 billion to $1.95 billion and FCFBG of $600 million to $700 million.
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.
Xylem reported second-quarter 2026 revenue of $2.3 billion, up 2% on a reported basis, and net income attributable to Xylem of $263 million, or $1.11 per share, up 19%. The company raised its full-year adjusted EPS guidance to $5.55 to $5.70 from $5.35 to $5.60, but lowered its full-year revenue growth forecast to about 2% from 2% to 3%.
Q2 2026 adjusted EPS was $1.46, up 16%; orders were $3.1 billion, up 42% on a reported basis
Full-year 2026 adjusted EPS guidance raised to $5.55 to $5.70 from $5.35 to $5.60
Full-year 2026 revenue forecast of about $9.2 billion, up about 2% reported, versus 2% to 3% previously guided
Q2 adjusted EBITDA margin was 23.3%, up 150 basis points year over year
Alkermes reported second-quarter 2026 revenue of $496.0 million, up from $390.7 million a year earlier, driven by its commercial products and LUMRYZ following the Avadel acquisition. GAAP net income fell to $0.5 million from $87.1 million, and the company widened its 2026 GAAP net loss outlook to ($95) to ($115) million and cut its EBITDA outlook, while keeping revenue and Adjusted EBITDA expectations unchanged. Blair Jackson will become chief executive on August 1, 2026, succeeding Richard Pops, who remains chairman.
Q2 2026 total revenues were $496.0 million versus $390.7 million in Q2 2025; GAAP net income was $0.5 million versus $87.1 million.
Adjusted EBITDA was $139.2 million for the quarter, up from $126.5 million, and six-month GAAP net loss was $66.0 million.
2026 GAAP net loss expectation widened to ($95) to ($115) million from ($70) to ($90) million; EBITDA cut to $75 to $95 million from $105 to $135 million.
2026 total revenue ($1,730 to $1,840 million) and Adjusted EBITDA ($370 to $410 million) expectations were unchanged.
Asbury Automotive Group reported second quarter 2026 net income of $115 million, or $6.25 per diluted share, down 25% from $153 million, or $7.76 per share, a year earlier. Revenue was $4.4 billion, essentially flat with the prior-year quarter, and gross profit was $753 million. Shareholders are seeing lower profit per share as the company continues its Tekion dealership management system rollout, with 70% of stores converted as of July 28, 2026.
Net income of $115 million ($6.25 per diluted share) vs. $153 million ($7.76) in Q2 2025, a 25% decline
Adjusted EPS of $6.82 vs. $7.43 in Q2 2025, down 15%; adjusted net income of $125 million
Revenue of $4.4 billion vs. $4.37 billion; gross profit of $753 million vs. $752 million
Repurchased about 668,000 shares for $131 million in Q2; about $322 million remained on the buyback authorization as of June 30, 2026
JetBlue reported a second-quarter 2026 net loss of $247 million, or $0.66 per share, up from a $74 million loss, or $0.21 per share, a year earlier. Operating revenue rose 14.5% to $2.7 billion, but aircraft fuel costs rose 80.7%, and the company posted an operating loss of $141 million. The company also re-established its full-year 2026 outlook and introduced a 2028 earnings target of at least $1.00 per share.
Q2 2026 net loss of $247 million, or $0.66 per share, compared with a net loss of $74 million, or $0.21 per share, in Q2 2025.
Operating revenue of $2.7 billion, up 14.5% year-over-year; operating loss of $141 million compared with operating income of $6 million a year earlier.
Aircraft fuel expense rose 80.7% to $911 million; average fuel price was $4.23 per gallon, up $1.83 year-over-year.
Introduced a 2028 EPS target of at least $1.00 per share, assuming continued demand strength and an average $3.00 per gallon jet fuel price in 2028.
PayPal reported second-quarter 2026 net revenues of $8.7 billion, up 5%, while GAAP and non-GAAP earnings per share fell 3% and 1%, respectively. The company raised its full-year 2026 non-GAAP EPS guidance to about $5.38 and reaffirmed its GAAP EPS guidance, which means shareholders get a higher profit outlook alongside a quarter where profit declined.
Net revenues rose 5% to $8.7 billion; non-GAAP operating income fell 8% to $1.5 billion.
Non-GAAP EPS was $1.38, down 1% from $1.40; GAAP EPS was $1.25, down 3%.
Full-year 2026 non-GAAP EPS guidance raised to about $5.38 from the May range of a low-single-digit decline to slightly positive growth versus the prior year's $5.31.
Returned $1.5 billion to stockholders through buybacks of about 33 million shares in Q2; quarterly dividend of $0.14 per share payable September 25, 2026.
Incyte reported second quarter 2026 total revenue of $1.67 billion, up 38%, and GAAP diluted EPS of $2.81 versus $2.04 a year earlier. The company raised its 2026 total net sales guidance to $5,130 to $5,260 million, but also raised GAAP operating expense guidance to $4,915 to $4,995 million, which includes an expected $1,270 million in-process R&D charge in the third quarter tied to the Vega Therapeutics acquisition. Quarterly sales were boosted by a one-time, non-cash $246 million Opzelura benefit.
Total revenue was $1.67 billion, up 38%; GAAP net income was $585.6 million versus $405.0 million
Total net sales were $1.49 billion, up 40%; excluding the one-time $246 million Opzelura benefit, net sales grew 17%
2026 total net sales guidance raised to $5,130 to $5,260 million from $4,770 to $4,940 million
Expected IPR&D expense of approximately $1,270 million in Q3 2026 related to the $1.25 billion Vega Therapeutics acquisition
Carrier reported second-quarter 2026 net sales of $6.4 billion, up 4% from a year earlier, but GAAP operating profit fell 9% to $825 million and adjusted EPS fell 7% to $0.86. The company raised its full-year 2026 outlook to about $23 billion in sales, about $3.5 billion in adjusted operating profit and about $2.90 in adjusted EPS, citing record backlog and strong orders.
Q2 2026 net sales $6.4 billion, up 4%; organic sales up 3%
GAAP EPS $0.60 vs $0.70 a year earlier; adjusted EPS $0.86 vs $0.92
Adjusted operating margin 17.2%, down 190 basis points from 19.1%
Full-year 2026 outlook raised: sales about $23 billion (prior about $22 billion), adjusted EPS about $2.90 (prior about $2.80)
DTE Energy reported second-quarter 2026 reported earnings of $282 million, or $1.35 per diluted share, up from $229 million, or $1.10, a year earlier. Operating earnings fell to $274 million, or $1.32 per share, from $283 million, or $1.36, and the company confirmed its 2026 operating EPS guidance of $7.59 to $7.73.
Q2 2026 reported earnings $282 million ($1.35 per diluted share) vs. $229 million ($1.10) in Q2 2025
Q2 2026 operating earnings $274 million ($1.32 per share) vs. $283 million ($1.36) in Q2 2025
2026 operating EPS guidance of $7.59 to $7.73 confirmed
Company invested more than $2.6 billion in its utilities in the first half of 2026
Rithm Capital reported second quarter 2026 results for the period ended June 30, 2026. GAAP net income attributable to common stockholders fell to $20.2 million, or $0.04 per diluted share, from $67.8 million, or $0.12, in the first quarter, while non-GAAP earnings available for distribution rose to $338.9 million, or $0.60 per diluted share, from $289.6 million, or $0.51. The common dividend stayed at $0.25 per share.
GAAP net income attributable to common stockholders: $20.2 million, or $0.04 per diluted share, versus $67.8 million, or $0.12, in Q1 2026
Earnings available for distribution (non-GAAP): $338.9 million, or $0.60 per diluted share, versus $289.6 million, or $0.51, in Q1 2026
Common dividend of $0.25 per share ($139.6 million), unchanged from Q1 2026; book value per common share was $12.33 at June 30, 2026
Curbline Properties reported second-quarter 2026 net income attributable to the company of $6.9 million, or $0.06 per diluted share, down from $10.4 million, or $0.10, a year earlier. Operating FFO rose to $33.3 million, or $0.31 per diluted share, from $26.9 million, or $0.26, and the company raised its 2026 Operating FFO guidance to $1.24 to $1.26 per diluted share, while lowering its net income guidance to $0.27 to $0.32 per diluted share. For shareholders, the filing shows higher operating earnings alongside lower GAAP earnings and a reduced GAAP net income outlook.
Q2 2026 net income attributable to Curbline was $6.9 million, or $0.06 per diluted share, versus $10.4 million, or $0.10, in Q2 2025, mainly due to higher interest and depreciation and amortization expense.
Q2 2026 Operating FFO was $33.3 million, or $0.31 per diluted share, versus $26.9 million, or $0.26, a year earlier.
2026 Operating FFO guidance was raised to $1.24 to $1.26 per diluted share from $1.20 to $1.23.
2026 net income guidance was lowered to $0.27 to $0.32 per diluted share from $0.29 to $0.36. During Q2 2026, Curbline acquired 30 convenience shopping centers for $374.1 million.
Expro reported second-quarter 2026 revenue of $393 million, up from $368 million in the first quarter but down from $423 million a year earlier, with net income of $2 million. The company raised its full-year 2026 revenue guidance but lowered the top end of its Adjusted EBITDA range, and it cited continued Middle East conflict disruption.
Q2 revenue $393 million vs. $368 million in Q1 2026 and $423 million in Q2 2025; diluted EPS $0.02 vs. $0.16 a year earlier
Full-year 2026 revenue guidance $1.65 billion to $1.70 billion, up from $1.60 billion to $1.65 billion; Adjusted EBITDA guidance $355 million to $365 million, vs. $355 million to $375 million previously
Enhanced Drilling acquisition closed July 23, 2026, for about $215 million in cash
Share repurchases of about $20 million in Q2 2026, with about $60 million remaining under the $100 million authorization
Royal Caribbean reported second quarter 2026 total revenue of $4.8 billion, up 6% year over year, but diluted EPS of $4.20 fell from $4.41 a year earlier. The company raised its full-year 2026 adjusted EPS guidance to $17.73 to $17.87, which it says represents 14% year over year growth, while noting a modest near-term booking impact from geopolitical activity.
Q2 2026 total revenue was $4.8 billion, up 6% year over year; load factor was 110%.
Diluted EPS was $4.20 versus $4.41 a year earlier; adjusted EPS was $4.21 versus $4.38.
Full-year 2026 adjusted EPS guidance is $17.73 to $17.87; third quarter adjusted EPS guidance is $6.26 to $6.36.
In Q2 the company returned over $600 million to shareholders, including $199 million of share repurchases and $404 million of dividends; $805 million remains under the buyback authorization.
INNIO N.V. reported second-quarter 2026 revenue of $937.7 million, up 42% from a year earlier, but posted a net loss of $(16.9) million versus net income of $62.4 million in Q2 2025. The loss was mainly due to $81.2 million of one-off costs tied to its initial public offering, which closed on June 5, 2026. The company also issued first fiscal 2026 guidance of $3.8 to $3.9 billion in total revenue and $720 to $740 million in Adjusted EBITDA.
Q2 2026 total revenue $937.7 million, up 42% year-over-year; Equipment Order Intake $2.3 billion; Equipment Order Backlog $6.6 billion
Net loss $(16.9) million in Q2 2026 versus net income $62.4 million in Q2 2025, including $81.2 million of IPO and public market readiness costs
Adjusted EBITDA $172.3 million in Q2 2026, up 20% year-over-year; Adjusted Net Income $57.4 million versus $65.4 million
Initial fiscal 2026 outlook: total revenue $3.8 to $3.9 billion and Adjusted EBITDA $720 to $740 million, compared with $2.6 billion and $549 million in fiscal 2025
UPS reported second-quarter 2026 consolidated revenue of $22.8 billion, up 7.6% from a year earlier, while GAAP operating profit fell to $930 million from $1.82 billion. The company raised its full-year 2026 revenue, non-GAAP adjusted operating profit and non-GAAP adjusted diluted EPS guidance, but GAAP results included $891 million in after-tax transformation charges, mainly employee separation costs.
Q2 2026 revenue was $22.8 billion versus $21.2 billion in Q2 2025.
GAAP diluted EPS was $0.71 versus $1.51; the transformation charges were $1.05 per diluted share.
Non-GAAP adjusted diluted EPS was $1.76 versus $1.55 a year earlier.
Full-year 2026 guidance was raised to about $91.2 billion revenue, $8.65 billion non-GAAP adjusted operating profit and $7.22 non-GAAP adjusted diluted EPS.
Axalta reported second-quarter 2026 net sales of $1.35 billion, up 3% year over year, and a record Adjusted EBITDA of $305 million. GAAP net income fell to $89 million from $110 million and diluted EPS to $0.41 from $0.50, mainly due to $31 million in higher merger and acquisition costs. The company's full-year 2026 outlook calls for Adjusted Diluted EPS of $2.55 to $2.70, and shareholders are asked to attend a Special General Meeting on August 5 on the merger of equals with AkzoNobel.
Net sales of $1.35 billion, up 3% year over year; Adjusted EBITDA of $305 million, a quarterly record, up 5%
Diluted EPS of $0.41 versus $0.50 a year earlier; net income of $89 million versus $110 million, reflecting an incremental $31 million in merger and acquisition costs
Adjusted Diluted EPS of $0.72, a record quarter and up 13% year over year
Full-year 2026 outlook: Adjusted EBITDA $1,140 million to $1,170 million; Adjusted Diluted EPS $2.55 to $2.70; Special General Meeting on August 5
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.
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