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 reported second-quarter 2026 results, with revenue up 79% to $294.4 million and gross profit up 76% to $113.2 million. Net loss was $43.4 million, or $0.56 per share, compared with $43.9 million, or $0.60 per share, a year earlier. The company also gave third-quarter and full-year 2026 guidance and said it still expects positive Adjusted EBITDA in the fourth quarter.
Revenue rose to $294.4 million from $164.1 million in Q2 2025; in force premium grew 32% to $1.43 billion
Net loss was $43.4 million ($0.56 per share) versus $43.9 million ($0.60 per share) in Q2 2025
Adjusted EBITDA loss narrowed to $18.7 million from $40.9 million; full-year 2026 Adjusted EBITDA loss guidance is $51 million to $47 million
Full-year 2026 revenue guidance is $1,214 million to $1,220 million; company expects Q4 2026 Adjusted EBITDA of about $8 million
In a July 29, 2026 press release, MacKenzie Realty Capital said it is under contract to buy over $1 million of National Healthcare Properties shares at $7.27 per share, with the offer size raised from 150,000 to 300,000 shares, and plans to fund the purchase with a new loan from Streeterville Capital. The company also said its subsidiary, MacKenzie Apartment Communities, declared its first dividend to MKZR, and that its Aurora at Green Valley development is now 100% leased.
Under contract to buy over $1 million of NHP shares at $7.27 per share; offer raised from 150,000 to 300,000 shares
Purchase to be financed by an additional loan from Streeterville Capital, a division of Chicago Venture Partners, expected within the coming weeks
Subsidiary MacKenzie Apartment Communities declared and paid a first dividend of $0.045 per share for the quarter ending June 30, 2026
Sound Financial Bancorp reported second-quarter 2026 net income of $2.5 million, or $0.98 diluted earnings per share, up from $1.6 million ($0.61) in the first quarter and $2.1 million ($0.79) a year earlier. The company said net interest margin rose to 3.73%, helped by a large prepayment penalty on a commercial loan that it does not expect to repeat. The board also declared a $0.21 per share cash dividend payable August 21, 2026.
Q2 2026 net income of $2.5 million, or $0.98 diluted EPS, compared with $0.61 in Q1 2026 and $0.79 in Q2 2025
Net interest margin of 3.73%, up from 3.51% in Q1 2026 and 3.67% in Q2 2025
Total deposits fell $37.6 million to $930.9 million at June 30, 2026; total assets were $1.07 billion
Cash dividend of $0.21 per share, payable August 21, 2026 to stockholders of record on August 7, 2026
First Commonwealth reported second-quarter 2026 GAAP net income of $44.6 million, or $0.44 per diluted share, up from $37.5 million and $0.37 per share in the first quarter and from $33.4 million and $0.32 per share a year earlier. The company also declared a $0.14 quarterly dividend and authorized an additional $75.0 million share repurchase program, which shareholders may see as supporting per-share returns.
GAAP net income was $44.6 million, or $0.44 per diluted share, versus $0.37 in Q1 2026 and $0.32 in Q2 2025.
Net interest margin (FTE) was 4.01%, up from 3.92% in Q1 2026 and 3.83% in Q2 2025.
Net charge-offs rose to $11.4 million from $8.2 million in Q1 2026, while nonperforming loans fell to $81.6 million from $92.3 million.
Quarterly dividend of $0.14 per share is payable August 21, 2026 to shareholders of record as of August 7, 2026; an additional $75.0 million repurchase program was authorized on July 28, 2026.
Quad reported second-quarter 2026 net sales of $578 million, up 1% from a year earlier, and net earnings of $4 million, or $0.07 per diluted share, compared with a net loss of $0.1 million in the second quarter of 2025. Adjusted EBITDA was $42 million, slightly below $43 million a year earlier, and the company reaffirmed its full-year 2026 guidance. Net debt rose to $394 million at June 30, 2026, from $308 million at December 31, 2025.
Net sales were $578 million versus $572 million, driven by higher paper and logistics sales.
Net earnings were $4 million, or $0.07 diluted EPS, versus a net loss of $0.1 million; adjusted diluted EPS was $0.24 versus $0.14.
Adjusted EBITDA was $42 million versus $43 million; full-year 2026 adjusted EBITDA guidance of $175 million to $215 million is unchanged.
Net debt was $394 million at June 30, 2026, up from $308 million at December 31, 2025; a $0.10 quarterly dividend is payable September 4, 2026.
Ranger Energy Services presented its second quarter 2026 results on July 28, 2026, in a slide deck furnished under Item 7.01. The company reported Adjusted EBITDA of $28.6 million and free cash flow of $20.0 million for the quarter, while net income was $6.9 million compared with $7.3 million a year earlier. Adjusted EBITDA improved from the first quarter, but the filing does not include a total revenue figure or guidance.
Q2 2026 Adjusted EBITDA was $28.6 million, versus $23.3 million in Q1 2026 and $20.6 million in Q2 2025
Q2 2026 net income was $6.9 million, versus $7.3 million in Q2 2025
Free cash flow was $20.0 million in Q2 2026, after negative $21.7 million in Q1 2026
Total share repurchases exceed 4.6 million shares, about 19% of shares outstanding as of June 30, 2026
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
Trustmark reported second quarter 2026 net income of $63.5 million, or $1.08 per diluted share, up from $55.8 million and $0.92 per share a year earlier. The results include $6.9 million of non-routine gains; excluding them, operating net income was $56.7 million, or $0.97 per diluted share. Loans, deposits and net interest income grew, and nonperforming assets fell 47.3% linked-quarter.
Net income $63.5 million and diluted EPS $1.08 for Q2 2026, versus $0.95 in Q1 2026 and $0.92 in Q2 2025
Non-routine items added $6.9 million, or $0.11 per diluted share, including a $4.2 million pre-tax gain on a mortgage loan sale
Deposits rose $358.7 million, or 2.3%, to $16.1 billion; net interest margin was 3.84%
Quarterly cash dividend of $0.25 per share payable September 15, 2026, to holders of record on September 1, 2026
Renasant Corporation reported second-quarter 2026 net income of $87.1 million, or $0.94 diluted EPS, compared with $88.2 million and $0.94 in the first quarter and $1.0 million and $0.01 in the second quarter of 2025. Adjusted diluted EPS (non-GAAP) was $0.94, up from $0.69 a year earlier, and the company raised its quarterly dividend to $0.24 per share.
Net income was $87.1 million, down from $88.2 million in the first quarter of 2026; diluted EPS was flat at $0.94.
Net interest margin was 3.83%, down 4 basis points linked quarter; net interest income was $227.7 million on a fully tax equivalent basis.
Company repurchased $60.0 million of common stock in the second quarter, with $101.8 million of authorization remaining as of June 30, 2026.
Total deposits decreased $398.4 million linked quarter, including $367.7 million of seasonal outflows in public fund deposits.
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.
The Cheesecake Factory reported second-quarter fiscal 2026 results, with revenue of $1,029.6 million and net income of $68.4 million, both up from the prior-year quarter. Comparable restaurant sales rose 5.8%, and the company repeated its plan to open as many as 26 restaurants in fiscal 2026, while the board declared a $0.30 quarterly dividend.
Total revenues were $1,029.6 million versus $955.8 million a year earlier.
Net income was $68.4 million, or $1.41 per diluted share, versus $54.8 million, or $1.14, a year earlier.
Adjusted diluted EPS was $1.44 versus $1.16 a year earlier; the company cited a $1.4 million pre-tax net expense tied to acquisition items, impairments and lease terminations.
The board declared a $0.30 per share dividend payable August 25, 2026, to holders of record on August 11, 2026.
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.
Slide Insurance Holdings reported second quarter 2026 net income of $134.9 million, up 92.4% from $70.1 million a year earlier, with diluted EPS of $1.06 versus $0.56. Total revenue rose 47.9% to $386.8 million, and the combined ratio improved to 57.6% from 67.4%. The company reiterated its full-year 2026 outlook for gross written premiums of $1.85 billion to $1.95 billion and net income of $455 million to $470 million, and declared an initial quarterly dividend of $0.07 per share.
Q2 2026 gross premiums written rose 16.7% to $508.0 million; total revenue rose 47.9% to $386.8 million.
Diluted EPS was $1.06 versus $0.56 in the prior-year quarter; combined ratio improved to 57.6% from 67.4%.
Full-year 2026 outlook reiterated: gross written premiums of $1.85 billion to $1.95 billion and net income of $455 million to $470 million.
Initial quarterly dividend of $0.07 per share is payable August 28, 2026, to holders of record as of August 14, 2026.
Landstar System reported second-quarter 2026 revenue of $1.432 billion and earnings per share of $1.44, both up from the 2025 second quarter. Higher insurance and claims expense, mainly from unfavorable development of prior years' claims, weighed on results, and the Board raised the quarterly dividend by 10%.
Revenue of $1.432 billion rose 18.2% from $1.211 billion; EPS of $1.44 rose 20.0% from $1.20.
Insurance and claims expense was $39.4 million in the second quarter, up from $30.4 million a year earlier.
Quarterly dividend raised to $0.44 per share from $0.40, payable September 9, 2026 to holders of record on August 18, 2026.
No shares were repurchased in the second quarter; $22.6 million was spent on buybacks in the first half of 2026, leaving 1,115,195 shares authorized.
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
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
Rithm Property Trust reported second quarter 2026 GAAP comprehensive income of $645 thousand, or $0.08 per diluted share, compared with a comprehensive loss of $3.2 million, or $0.42 per share, in the first quarter. Earnings available for distribution, a non-GAAP measure, was a loss of $46 thousand, or $0.01 per share, though that was smaller than the first-quarter loss of $307 thousand, and the common dividend was held at $0.36 per share.
Q2 2026 comprehensive income was $645 thousand ($0.08 per diluted share), versus a Q1 2026 loss of $3,174 thousand ($0.42 per share).
Earnings available for distribution was a loss of $46 thousand ($0.01 per diluted share), versus a loss of $307 thousand ($0.04) in Q1 2026.
Common dividend was $0.36 per share, or $2.8 million, unchanged from Q1 2026.
Book value per common share was $30.17 as of June 30, 2026, based on 7,772,564 common shares outstanding.
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.
NXP reported second-quarter 2026 revenue of $3.50 billion, up 19% from a year earlier and 10% from the first quarter, with non-GAAP diluted EPS of $3.61 versus $2.72 a year earlier. The company guided third-quarter 2026 revenue to $3.65 billion to $3.85 billion and non-GAAP diluted EPS to $3.89 to $4.32, which shareholders may weigh against the $3.02 GAAP EPS reported for the quarter.
Q2 2026 revenue was $3.50 billion, up 19% year-on-year and 10% sequentially; GAAP diluted EPS was $3.02, down from $4.43 in Q1 2026 and up from $1.75 in Q2 2025.
Non-GAAP diluted EPS was $3.61, up from $3.05 in Q1 2026 and $2.72 in Q2 2025.
Third-quarter 2026 guidance: revenue of $3.65 billion to $3.85 billion and non-GAAP diluted EPS of $3.89 to $4.32.
Capital return in Q2 2026 was $360 million, including $256 million in dividends and $104 million in share buybacks.
Rocky Brands reported second quarter 2026 net sales of $118.4 million, up 12.0% from $105.6 million a year earlier, and net income of $13.9 million, or $1.83 per diluted share, versus $3.6 million, or $0.48, in the prior-year quarter. The company said recognized and expected IEEPA tariff refunds lowered cost of goods sold by an approximate $15.0 million, which was a major driver of the earnings increase.
Net sales rose 12.0% to $118.4 million; Wholesale segment up 7.9% to $78.8 million and Retail segment up 21.8% to $36.2 million
Net income was $13.9 million, or $1.83 per diluted share, versus $0.48 a year earlier; adjusted diluted EPS was $1.90 versus $0.55
Tariff activity reduced cost of goods sold by an approximate $15.0 million; an approximate $1.1 million receivable write-off tied to a customer bankruptcy raised operating expenses
Total debt fell 7.6% to $122.4 million as of June 30, 2026, compared with $132.5 million a year earlier
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.
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.
KLA reported fiscal fourth-quarter 2026 revenue of $3.66 billion, up from $3.17 billion a year earlier, with GAAP diluted EPS of $1.04 versus $0.91. For fiscal 2026, revenue was $13.58 billion and GAAP diluted EPS was $3.66 versus $3.04. The company guided first-quarter fiscal 2027 revenue to $4.0 billion ±$200 million and non-GAAP diluted EPS to $1.16 ±$0.10, which signals continued growth expectations for shareholders.
Q4 fiscal 2026 revenue $3.66 billion versus $3.17 billion in Q4 fiscal 2025; GAAP net income $1.36 billion
Omnicom reported results for the quarter ended June 30, 2026. Reported revenue was $6.6 billion, up from $4.0 billion a year earlier, mainly due to the IPG acquisition, which closed on November 26, 2025. Diluted earnings per share were $2.08, up from $1.31, and non-GAAP adjusted EPS was $2.65, up 29.3% from $2.05. The filing gives no new financial guidance.
Revenue from Core Operations was $6.0 billion, with 6.1% organic growth in the quarter.
Operating income was $922.5 million, compared with $439.2 million in the second quarter of 2025.
Net income attributed to Omnicom was $584.8 million, compared with $257.6 million a year earlier.
Weighted-average diluted shares rose to 281.0 million from 196.0 million, largely due to shares issued for the IPG acquisition.
STAG Industrial reported second quarter 2026 net income attributable to common stockholders of $52.9 million, up 5.8% from $50.0 million a year earlier, and Core FFO of $0.65 per diluted share, up 3.2% from $0.63. Same Store Cash NOI rose 3.4% to $158.8 million, and the company acquired seven buildings for $287.1 million in the quarter. For the six months, net income attributable to common stockholders fell 18.7% to $114.8 million, so shareholders see improved quarterly results alongside a lower year-to-date profit figure.
Q2 2026 diluted net income per share was $0.28, versus $0.27 in Q2 2025; net income attributable to common stockholders was $52.9 million, versus $50.0 million.
Core FFO per diluted share was $0.65, versus $0.63; Same Store Cash NOI was $158.8 million, up 3.4%.
Six-month net income attributable to common stockholders was $114.8 million, down 18.7% from $141.3 million; six-month diluted EPS was $0.60, versus $0.76.
The Board declared a third quarter 2026 dividend of $0.3875 per share, payable October 15, 2026, to holders of record as of September 30, 2026.
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
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
Rogers Corporation reported second quarter 2026 net sales of $216.8 million, up 6.9% from a year earlier, and net income of $13.6 million, compared with a $73.6 million loss in the prior-year quarter. The company also expects third quarter net sales of $233 million to $243 million and adjusted earnings of $1.10 to $1.30 per diluted share, and said it expects year-over-year improvement in all financial metrics in the third quarter.
Q2 2026 net sales $216.8 million, up $14.0 million from Q2 2025; currency added $5.3 million
Diluted EPS $0.76 vs. a loss of $4.00 in Q2 2025; adjusted EPS $0.92 vs. $0.34
Q3 2026 outlook: net sales $233 million to $243 million, adjusted EBITDA $44 million to $50 million
Q2 2025 results included $71.8 million in non-cash impairment charges and $4.3 million in restructuring expenses
Seacoast Banking Corporation of Florida reported second-quarter 2026 net income of $59.5 million, or $0.55 per diluted share, up from $31.9 million in the first quarter and $42.7 million a year earlier. Adjusted net income was $65.8 million, or $0.61 per share, down from $67.8 million, or $0.62, in the prior quarter. Net revenues rose 27% from the prior quarter to $208.2 million, though the first quarter included a $39.5 million securities repositioning loss.
Net income of $59.5 million, or $0.55 per diluted share, versus $31.9 million, or $0.29, in Q1 2026 and $42.7 million, or $0.50, in Q2 2025
Adjusted net income of $65.8 million, or $0.61 per diluted share, versus $67.8 million, or $0.62, in Q1 2026
Net revenues of $208.2 million, up 27% from Q1 2026 and 38% from Q2 2025
Net interest margin was 3.83%, stable from Q1 2026; the company repurchased 751,680 shares in the quarter
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.
CoStar Group reported second-quarter 2026 revenue of $925 million, up 18% from $781 million a year earlier, and net income of $55 million, compared with $6 million. The company affirmed its full-year 2026 Adjusted EBITDA guidance of $780 million to $820 million and revised its full-year revenue guidance to $3.715 billion to $3.755 billion.
Q2 2026 revenue $925 million, up 18% year over year; diluted EPS $0.14 vs. $0.01
Adjusted EBITDA $184 million in Q2 2026, up 116% from $85 million
Full-year 2026 Adjusted EBITDA guidance affirmed at $780 million to $820 million; Q3 revenue expected at $935 million to $945 million
Full-year 2026 Adjusted EPS reaffirmed at $1.32 to $1.39
Merchants Bancorp reported second-quarter 2026 net income of $78.3 million, or $1.48 per diluted share, up from $38.0 million, or $0.60 per share, a year earlier and $67.7 million, or $1.25 per share, in the first quarter. The increase was driven mainly by an 83% drop in the provision for credit losses to $9.2 million, which reflects improved asset quality. Shareholders also saw tangible book value per share rise to $39.93 from $35.42 a year earlier.
Diluted EPS was $1.48, compared with $0.60 in Q2 2025 and $1.25 in Q1 2026.
Provision for credit losses fell to $9.2 million from $53.0 million in Q2 2025.
Tangible book value per common share was $39.93 at June 30, 2026, up 13% from $35.42 at June 30, 2025.
Net interest margin was 2.81%, down 11 basis points from 2.92% in Q1 2026, which the company attributed to a shift in loan mix.
UMB Financial reported second quarter 2026 GAAP net income available to common shareholders of $271.8 million, or $3.56 per diluted share, up 26.2% from the second quarter of 2025, and total revenue of $778.0 million, up 12.9% year over year. The company also declared a quarterly common dividend of $0.50 per share, which it said represents a 16.3% increase from prior levels, giving shareholders a higher cash payout from October 1, 2026.
GAAP net income available to common shareholders was $271.8 million, or $3.56 per diluted share, versus $215.4 million, or $2.82 per diluted share, in the second quarter of 2025.
Total revenue was $778.0 million, up 12.9% from the second quarter of 2025 and up 5.3% from the first quarter of 2026.
Quarterly common dividend of $0.50 per share is payable October 1, 2026, to holders of record as of September 10, 2026.
Series B 7.750% preferred stock dividend of $193.75 per share ($0.484375 per depositary share) is payable October 15, 2026, to holders of record as of September 30, 2026.
Visa reported fiscal third-quarter 2026 results for the quarter ended June 30, 2026, with net revenue up 14% to $11.6 billion, GAAP net income of $5.6 billion, and GAAP earnings per share of $2.97, up 10%. The board also declared a quarterly dividend of $0.670 per share, payable September 1, 2026, and the company repurchased about $4.9 billion of class A stock during the quarter.
Net revenue of $11.6 billion, up 14% year over year; payments volume rose 10% and cross-border volume rose 13% on a constant-dollar basis
GAAP net income of $5.6 billion, or $2.97 per share; non-GAAP net income of $6.3 billion, or $3.32 per share, up 11%
Special items included $563 million in severance costs and a $237 million litigation provision tied to the interchange multidistrict litigation
Quarterly dividend of $0.670 per share payable September 1, 2026, to holders of record as of August 11, 2026
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.
Auburn National Bancorporation reported second-quarter 2026 net earnings of $2.3 million, or $0.66 per share, up from $1.8 million, or $0.52 per share, a year earlier. Higher net interest margin and a negative provision for credit losses helped drive the increase, while a $0.4 million loss contingency accrual in noninterest expense partly offset the gains.
Net earnings were $2.3 million, or $0.66 per share, for Q2 2026, compared with $1.8 million, or $0.52 per share, for Q2 2025.
Net interest margin (tax-equivalent) rose to 3.33%, compared with 3.18% in Q2 2025 and 3.28% in Q1 2026.
Noninterest expense included a $0.4 million loss contingency accrual; no insurance recovery was recognized in the quarter.
Total deposits were $988.3 million at June 30, 2026, compared with $931.1 million at March 31, 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.
Community Financial System reported second quarter 2026 net income of $61.3 million, or $1.16 per share, up from $51.3 million, or $0.97 per share, a year earlier. Total revenues rose 12.0% year over year to $223.2 million, and the company raised its quarterly dividend to $0.49 per share, effective with a payment on October 13, 2026.
Q2 2026 net income $61.3 million, or $1.16 per share, versus $0.97 per share in Q2 2025
Operating diluted EPS of $1.16 was up 11.5% year over year and 0.9% from Q1 2026's $1.15
Total revenues $223.2 million, up 12.0% year over year; noninterest expenses $137.7 million, up 6.7%
Quarterly dividend increased $0.02 to $0.49 per share, payable October 13, 2026 to holders of record September 15, 2026
WeTouch Technology's Board of Directors approved a special cash dividend of up to $0.5 million, or about $0.04 per share based on roughly 11.93 million outstanding shares. The dividend is a direct cash return to shareholders, with a record date of August 17, 2026 and payment expected on or about September 30, 2026.
Special cash dividend of up to $0.5 million, about $0.04 per share based on about 11.93 million outstanding shares
Shareholders of record as of August 17, 2026 are eligible; payment expected on or about September 30, 2026
The company intends to consider additional dividends from time to time and is evaluating an annual dividend policy; future dividends remain at the Board's discretion
CF Bankshares Inc., the parent of CFBank, reported second-quarter 2026 net income of $5.9 million, or $0.90 per diluted share, up from $5.0 million, or $0.77 per diluted share, in the first quarter of 2026 and in the second quarter of 2025. Net interest margin rose to 2.93% from 2.69% in the prior quarter, and the efficiency ratio improved to 50.4% from 56.1%. Shareholders benefit from higher earnings, while nonaccrual loans also rose to $20.8 million.
Net income of $5.9 million, or $0.90 per diluted share, versus $5.0 million, or $0.77 per diluted share, in Q1 2026 and Q2 2025
Net interest margin of 2.93%, up 24 basis points from 2.69% in Q1 2026; the quarter included $370,000 of prepayment penalty fee income
Provision for credit losses of $944,000, compared with $604,000 in Q1 2026; nonaccrual loans rose to $20.8 million, or 1.15% of total loans
Board declared a cash dividend of $0.09 per common share on July 1, 2026, paid July 21, 2026
PACCAR reported second quarter 2026 net income of $752.0 million, or $1.43 per diluted share, up from $723.8 million, or $1.37 per diluted share, a year earlier. Net sales and financial services revenues were $7.55 billion, compared with $7.51 billion in the second quarter of 2025, though global truck deliveries fell to 38,700 units from 39,300.
Second quarter net sales and financial services revenues of $7.55 billion, versus $7.51 billion a year earlier
Global truck deliveries of 38,700 units, compared with 39,300 in the second quarter of 2025
PACCAR Parts reported record quarterly revenues of $1.75 billion and pre-tax income of $417.0 million
For 2026, capital expenditures are projected at $700-$750 million and R&D expenses at $450-$480 million
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
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