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).
California Water Service Group reported second-quarter 2026 revenue of $308.6 million, up from $265.0 million a year earlier, and net income of $56.5 million, or $0.93 per diluted share, versus $0.71 in Q2 2025. The results include revenue recognized retroactively to January 1, 2026, after the CPUC issued a final decision on the 2024 California General Rate Case on April 30, 2026, which shareholders should weigh when assessing the quarter.
Q2 2026 revenue was $308.6 million versus $265.0 million in Q2 2025; net income was $56.5 million, or $0.93 per diluted share, versus $0.71.
Q2 results include $15.3 million of IRMA revenue tied to the delayed 2024 CA GRC and new rates, $9.2 million of which related to Q1 2026.
The final 2024 CA GRC decision is expected to increase company-wide revenue by $90.5 million, or 10.9%, in 2026, and the company anticipates investing up to $627 million in 2026.
The Board declared a quarterly dividend of $0.3350 per share, payable August 21, 2026 to holders of record as of August 10, 2026.
Aeluma, Inc. announced on July 29, 2026 that it signed a letter of intent for up to $30 million of proposed CHIPS and Science Act funding from the U.S. Department of Commerce to support R&D of its non-InP photonics platform. The award remains subject to due diligence, government approvals and definitive award documents, and in connection with final documents Aeluma would issue equity securities to the Department of Commerce with a value equal to the award amount, which may dilute existing shareholders.
Letter of intent for up to $30 million under the CHIPS and Science Act, dated July 29, 2026
Part of the award is to be funded up front, with the remainder paid on a milestone basis
Aeluma would issue equity securities to the U.S. Department of Commerce with an aggregate value equal to the award amount in connection with final documents
Award is not final and depends on due diligence, required approvals and execution of definitive award documents
KBR reported second-quarter fiscal 2026 results on July 30, 2026, with revenues of $2.0 billion, up 2%, net income attributable to KBR of $96 million, up 32%, and diluted EPS of $0.75, up 34%. Operating income fell 11% to $172 million on one-time spin-off costs and other charges, and operating cash flows from continuing operations were $50 million, down 77%. KBR reaffirmed its full-year fiscal 2026 guidance and is targeting completion of the planned Mission Technology Solutions spin-off on January 4, 2027.
Revenues of $2.0 billion, up 2%; net income attributable to KBR of $96 million, up 32%; diluted EPS of $0.75, up 34%
Operating income of $172 million, down 11%, including $31 million in spin-off costs and other charges in the quarter
Adjusted EPS of $0.99, up 9%; Adjusted EBITDA of $258 million, up 7%
Full-year fiscal 2026 guidance reaffirmed: revenues of $7.90B to $8.36B and Adjusted EPS of $3.87 to $4.22
Pilgrim's Pride reported second quarter 2026 net sales of $4.6 billion, down 2.8% from a year earlier, and GAAP net income of $13.2 million, or $0.06 per diluted share, versus $1.49 a year ago. Adjusted EPS was $0.64 and Adjusted EBITDA fell 47.6% to $360.0 million, as lower commodity chicken prices cut profitability even though volumes rose.
Q2 2026 net sales $4.6 billion, down 2.8% from $4.76 billion a year earlier
GAAP EPS $0.06 versus $1.49 in Q2 2025; adjusted EPS $0.64
Adjusted EBITDA $360.0 million, a 7.8% margin, versus $686.9 million and 14.4% a year earlier
Net leverage ratio 1.43x Adjusted EBITDA; a conference call is set for July 30, 2026 at 7 a.m. MT
First Northern Community Bancorp reported second-quarter 2026 net income of $4.7 million, or $0.29 per diluted share, down 13.5% from $5.5 million, or $0.33 per diluted share, a year earlier. For the six months ended June 30, 2026, net income rose 16.4% to $10.6 million, or $0.64 per diluted share, so shareholders see weaker quarterly profit but stronger year-to-date results.
Q2 2026 net income $4.7 million, $0.29 per diluted share, versus $5.5 million, $0.33 per diluted share in Q2 2025
Six-month net income $10.6 million, $0.64 per diluted share, up 16.4% from $9.1 million, $0.55 per diluted share
Non-interest expense rose 9.74% year over year to $11.954 million, with the systems upgrade expected to keep costs elevated through the planned fourth quarter project implementation
Book value per share $13.24 at June 30, 2026, up from $13.03 at March 31, 2026; total deposits $1.69 billion, up 1.7% from June 30, 2025
Houlihan Lokey reported first quarter fiscal 2027 revenue of $511 million, down from $605 million a year earlier, and GAAP diluted EPS of $1.15, down from $1.42. Adjusted diluted EPS was $1.35, versus $2.14 a year earlier. CEO Scott Adelson attributed the decline to Corporate Finance headwinds, including instability in the Middle East and disruption in the software sector, and said management believes these headwinds are temporary.
Revenues were $511 million versus $605 million for the first quarter ended June 30, 2025; Corporate Finance revenue fell 24% to $303 million.
GAAP diluted EPS was $1.15 versus $1.42; adjusted diluted EPS was $1.35 versus $2.14.
The Board declared a quarterly dividend of $0.70 per share, payable September 15, 2026, to holders of record as of September 1, 2026.
As of June 30, 2026, the company had $797 million of cash, cash equivalents and investment securities and repurchased 348 thousand shares in the quarter.
Patterson-UTI reported second-quarter 2026 revenue of $1.2 billion, up 10% from the first quarter, and a net loss attributable to common stockholders of $20 million, or $0.05 per share, narrowed from $25 million in the first quarter. Excluding a $21 million Colombia exit charge and a $5 million write-down of other noncontrolling investments, adjusted net income was $1 million, and the company expects further growth in drilling and completion activity and pricing in the third quarter.
Q2 2026 revenue of $1,227,967 thousand, up from $1,117,331 thousand in Q1 2026; Adjusted EBITDA of $232 million versus $205 million in Q1 2026
Net loss attributable to common stockholders of $20 million ($0.05 per share) versus $25 million ($0.06 per share) in Q1 2026
Third-quarter outlook: Drilling Services adjusted gross profit of about $145 million and Completion Services about $140 million; total 2026 capital expenditures still expected at about $600 million
Quarterly dividend of $0.10 per share declared, payable September 15, 2026 to holders of record as of September 1, 2026
Xcel Energy reported second-quarter 2026 GAAP net income of $586 million, or $0.93 per diluted share, up from $444 million, or $0.75, a year earlier, with ongoing EPS also at $0.93. Total operating revenues fell to $3.1 billion from $3.3 billion. The company reaffirmed its 2026 ongoing EPS guidance of $4.04 to $4.16, and said the earnings gain was driven by higher recovery of electric infrastructure investments, partly offset by higher financing costs.
Q2 2026 diluted GAAP EPS was $0.93 versus $0.75 in Q2 2025; year-to-date ongoing EPS was $1.84 versus $1.59
Total operating revenues were $3,119 million in Q2 2026 versus $3,287 million in Q2 2025
Interest charges and financing costs rose to $443 million from $349 million in the quarter
2026 ongoing EPS guidance of $4.04 to $4.16 was reaffirmed
Hippo reported second-quarter 2026 net income attributable to Hippo of $10.1 million, or $0.38 per diluted share, compared with $1.3 million a year earlier. Total revenue was $144.7 million, up 23%. The company raised its full-year 2026 guidance, now expecting gross written premium of $1.65 billion to $1.7 billion and adjusted net income of $62 million to $70 million, up from $1.45 billion to $1.525 billion and $48 million to $56 million previously.
Q2 2026 net income of $10.1 million, or $0.38 per diluted share, versus $1.3 million in Q2 2025
Q2 2026 adjusted net income of $21.0 million, or $0.79 per diluted share, versus $17.0 million a year earlier
Q2 2026 gross written premium of $482 million, up 61% year over year
Full-year 2026 guidance: gross written premium raised to $1.65-$1.7 billion; combined ratio lowered to 99%-101% from 103%-105%
Enterprise Products Partners reported record second-quarter 2026 results, with net income attributable to common unitholders of $1.8 billion, or $0.84 per diluted unit, up 28% from a year earlier. The operating subsidiary also entered a new $1.0 billion revolving credit agreement, guaranteed by the partnership, which adds to the $4.2 billion of borrowing capacity already available and matures March 26, 2027.
Q2 2026 net income attributable to common unitholders was $1.8 billion, or $0.84 per diluted common unit, up 28%
Adjusted EBITDA was a record $2.8 billion, up 17%; operational DCF was a record $2.3 billion, covering distributions 1.9 times
Distributions declared were $0.56 per common unit, up 2.8%
New $1.0 billion revolving credit agreement dated July 28, 2026, with Citibank, N.A. as administrative agent, matures March 26, 2027
Johnson & Johnson completed its $1 billion cash acquisition of Firefly Bio and entered agreements with Sail Biomedicines, and it lowered its full-year 2026 guidance as a result. The company expects the two transactions to reduce 2026 adjusted operational EPS and adjusted EPS by about $0.64, which cuts the adjusted operational EPS midpoint to $10.94 from $11.58 and reflects a charge of about $1 billion in the third quarter.
2026 adjusted operational EPS guidance midpoint lowered to $10.94 from $11.58; range $10.86 to $11.01
Expected 2026 EPS impact of about $0.64: about $0.46 from Firefly and about $0.18 from Sail
Firefly acquisition closed for $1 billion in cash, with an in-process R&D charge of about $1 billion in Q3 2026
Sail deal includes $785 million in initial payments and an option to acquire Sail for $2.58 billion; 2027 EPS dilution expected at about $1.36
At its July 28, 2026 annual meeting, FuboTV stockholders approved a restated 2020 Equity Incentive Plan that adds 7,000,000 shares and removes the plan's fixed term, and approved a charter amendment that removes extra voting requirements for removing Hulu-designated directors. The Board also appointed CEO Alisa Bowen as a director on July 29, 2026, and all eight director nominees were elected.
Restated 2020 plan adds 7,000,000 shares and caps incentive stock options at 14,593,054 shares.
Certificate of Amendment removing extra voting requirements for Hulu designee removal was filed July 28, 2026.
Alisa Bowen, Chief Executive Officer, was appointed to the Board on July 29, 2026.
Holders of about 88.61% of outstanding common stock (96,086,692 shares) were represented at the meeting, based on the June 2, 2026 record date.
Ingevity reported second quarter 2026 net sales of $314.1 million, down 5% mainly because of the April 15, 2026 sale of its Road Markings product line, and up 5% excluding that line. Net income from continuing operations was $39.8 million, or $1.13 per diluted share, compared with a loss of $(141.4) million, or $(3.87) per share, a year earlier, and the company raised its full-year 2026 adjusted EBITDA and adjusted EPS guidance.
Q2 adjusted EBITDA from continuing operations rose 14% to $115.0 million; adjusted EBITDA margin was 36.6% versus 30.5% a year earlier
Q2 adjusted diluted EPS was $1.74, compared with $1.22 in the prior year
Full-year 2026 adjusted EBITDA outlook raised to $380 million to $400 million; diluted adjusted EPS expected at $5.00 to $5.45
Q2 operating cash flow was negative $15.8 million, including a $113.2 million litigation settlement payment; share repurchases totaled about $35 million in the quarter
NewMarket reported second-quarter 2026 net income of $133.8 million, or $14.54 per share, up from $111.2 million, or $11.84 per share, a year earlier, on net sales of $747.1 million versus $698.5 million. The company attributed higher petroleum additives profit to surcharges implemented in response to higher costs from Middle East supply chain disruptions, and it said it continues to monitor the conflict, macroeconomic conditions and tariffs.
Q2 2026 net income was $133.8 million, or $14.54 per share, versus $111.2 million, or $11.84 per share, in Q2 2025.
Q2 2026 net sales were $747.1 million, compared with $698.5 million in Q2 2025.
Petroleum additives operating profit was $149.4 million in Q2 2026, compared with $139.8 million a year earlier.
First-half 2026 net income was $251.8 million, or $27.14 per share, compared with $237.2 million, or $25.11 per share, in the first half of 2025.
Analog Devices disclosed that it identified unauthorized access to certain systems on June 23, 2026, and that files were exfiltrated. The company says operations were not interrupted and it does not believe the incident is reasonably likely to materially impact its business, operations, or financial condition, though its investigation is ongoing. Shareholders should note the company also said it is assessing an unrelated public report of a separate cybersecurity matter first made known to it on July 26, 2026.
Unauthorized access to certain company systems identified on June 23, 2026; certain files were exfiltrated
Company notified law enforcement and engaged external cybersecurity experts; operations were not interrupted
Data has not been publicly released or used for fraudulent purposes, to the company's knowledge
Separate, unrelated public reports of another cybersecurity matter became known to the company on July 26, 2026; under assessment
Vista Gold reported an unaudited consolidated net loss of $3.0 million, or $0.02 per share, for the quarter ended June 30, 2026, up from a $2.4 million loss, or $0.02 per share, a year earlier. Cash and cash equivalents totaled $49.5 million at June 30, 2026, up from $13.6 million at December 31, 2025, and the company reported no debt, while management says it is positioning the Mt Todd gold project for detailed engineering and design in 2027.
Q2 2026 net loss of $3.0 million ($0.02 per share), versus a net loss of $2.4 million ($0.02 per share) in Q2 2025
Cash and cash equivalents of $49.5 million at June 30, 2026, versus $13.6 million at December 31, 2025
Company reported no debt
Management conference call scheduled for July 30, 2026 at 10:00 a.m. MDT (12:00 p.m. EDT)
Cactus, Inc. reported second-quarter 2026 results on July 29, 2026, with revenue of $449.5 million and net income of $61.4 million, both up from a year earlier. The company expects third-quarter consolidated revenue to be down slightly from the second quarter, and its board raised the quarterly dividend 7% to $0.15 per Class A share.
Revenue was $449.5 million, up from $273.6 million a year earlier and $388.3 million in the first quarter of 2026.
Net income was $61.4 million, or $0.70 per diluted Class A share, versus $49.0 million, or $0.59, a year earlier.
Third-quarter outlook: consolidated revenue down slightly sequentially; Pressure Control revenue down 10%; Spoolable Technologies activity up 15% to 20%.
Quarterly dividend raised 7% to $0.15 per Class A share, payable September 11, 2026 to holders of record on August 31, 2026.
Entegris Executive Chair Bertrand Loy will retire and leave the Board effective July 31, 2026, and lead independent director James F. Gentilcore will become Chair. The Board also appointed Robert A. Bruggeworth, CEO of Qorvo, as a director effective August 3, 2026, and the company says the changes follow the completion of its CEO succession plan.
Bertrand Loy retires as Executive Chair and resigns from the Board effective July 31, 2026; the company says the decision was not due to any disagreement.
James F. Gentilcore, current Lead Independent Director, becomes Chair of the Board effective July 31, 2026.
Robert A. Bruggeworth, president and CEO of Qorvo, joins the Board effective August 3, 2026, with a $220,000 restricted stock unit grant and a prorated share of the $110,000 annual director retainer.
Sonos expanded its board from ten to eleven members and appointed Chris Shackelton, a Co-Founder and Managing Partner of Coliseum Capital Management, as a director effective immediately. The company also said CFO Saori Casey intends to retire, and she will stay in the role until a successor is appointed, with an executive search firm engaged to find one.
Chris Shackelton appointed to the Board effective July 28, 2026, as a Class II director with a term expiring at the 2029 Annual Meeting; he has no committee roles yet and is deemed independent under Nasdaq standards
Saori Casey, Chief Financial Officer, informed the company of her intent to retire, announced July 29, 2026
Casey will remain CFO until a successor is appointed and through a subsequent transition period; the company says the retirement is not the result of any dispute or disagreement
Stellus Capital Investment Corp (NYSE: SCM) reported preliminary second-quarter 2026 results, estimating net investment income of $0.25 to $0.27 per share and net asset value of $12.76 to $12.84 per share as of June 30, 2026. That NAV range is up from $12.54 at March 31, 2026, and the company says the results are preliminary and may change in its Form 10-Q.
Preliminary NAV per share of $12.76 to $12.84 as of June 30, 2026, up $0.22 to $0.30 (1.8% to 2.4%) from $12.54 at March 31, 2026
Preliminary net investment income of $0.25 to $0.27 per share for the quarter; the filing does not give a prior-period NII comparison
Investments on non-accrual status were 5.4% of the portfolio at fair value and 8.5% at cost as of June 30, 2026
Repurchased 274,343 shares at a weighted average price of $8.88 (about $2.4 million); $17.6 million remains under the $20.0 million program
Dakota Gold said CEO Robert Quartermain will retire effective August 18, 2026, and the board appointed President and COO Jack Henris as CEO and a director effective the same day. Quartermain will remain a director and Board Co-Chair. The change matters to shareholders because it sets the leadership team that will guide the Richmond Hill Gold Project through development.
Quartermain has served as CEO since November 2024 and will continue as Director and Board Co-Chair.
Henris, age 63, has served as President and COO since June 1, 2025, and has more than 35 years of mining experience.
Henris's new CEO pay includes a $360,000 base salary, a bonus of 75% of base salary, and long-term incentives of at least $630,000.
The press release says Shawn Campbell will be appointed Chief Development Officer and cites $107 million in cash in the March 2026 financial statements.
Meridian Holdings appointed Zoran Milošević as Chief Executive Officer and William Scott as Chief Financial Officer, effective July 31, 2026, after a Board-led succession process. CFO Rich Christensen's employment ends on the same date under a separation agreement, and Michael K. Prescott joined the Board and its Audit Committee. The filing contains no financial results, so the changes are a governance and leadership update for shareholders.
Zoran Milošević appointed Chief Executive Officer and Principal Executive Officer effective July 31, 2026; he continues as CEO of the MeridianBet Group.
William Scott, Interim CEO, steps down as Principal Executive Officer, remains President and Chairman, and becomes Chief Financial Officer and Treasurer.
Rich Christensen's CFO role ends July 31, 2026; he receives $30,000 severance plus five days of unused 2026 paid time off, subject to a general release.
Michael K. Prescott appointed to the Board and Audit Committee, effective July 29, 2026, and determined to be independent under Nasdaq rules.
Franklin BSP Realty Trust reported second quarter 2026 results for the period ended June 30, 2026. GAAP net income was $16.3 million, or $0.12 per diluted share, down from $24.4 million, or $0.19 per diluted share, a year earlier, while total income rose to $65.3 million from $49.3 million. Book value per fully converted share rose to $14.24, and the company repurchased $16.0 million of common stock.
GAAP net income of $16.3 million, or $0.12 per diluted share, versus $24.4 million, or $0.19, in Q2 2025
Distributable Earnings of $28.3 million, or $0.25 per fully converted share, versus $29.0 million, or $0.27, in Q2 2025
Book value of $14.24 per fully converted share, up $0.06 from the prior quarter; repurchased 1,838,855 shares for $16.0 million
Board reauthorized a $50.0 million share repurchase program through December 31, 2026, and declared a $0.20 quarterly common dividend
InspireMD notified Chief Commercial Officer Shane Gleason on July 23, 2026 that his position has been eliminated. His last day of employment is July 31, 2026. The filing does not describe a successor or the reasons for the elimination, so shareholders have limited detail on how the change affects commercial operations.
Position of Chief Commercial Officer Shane Gleason eliminated; notice given July 23, 2026
Last day of employment for Gleason: July 31, 2026
Filing contains no successor appointment or reason for the elimination
Tetra Tech reported third-quarter fiscal 2026 revenue of $1.31 billion, down from $1.37 billion a year earlier, and EPS of $0.42 versus $0.43. The company raised its fiscal 2026 adjusted EPS guidance to $1.56 to $1.59 and also declared a $0.072 quarterly dividend, an 11% increase year over year.
Q3 revenue $1.31 billion vs. $1.37 billion a year earlier; net revenue $1.11 billion vs. $1.15 billion
Q3 EPS $0.42 vs. $0.43 a year earlier; operating income $158 million vs. $165 million
Fiscal 2026 adjusted EPS guidance raised to $1.56 to $1.59; net revenue range narrowed to $4.315 billion to $4.365 billion
Dividend of $0.072 per share payable August 27, 2026, to holders of record as of August 13, 2026; $100 million of stock repurchased in Q3
Antero Midstream reported second quarter 2026 net income of $114 million, or $0.24 per diluted share, an 8% per-share decline from the prior year, while revenue rose to $327 million from $305 million and Adjusted EBITDA increased 2% to $289 million. The company also received about $371 million from Veolia in July and called $650 million of 2028 senior notes at par, which management says puts leverage below its 3-times target ahead of expectations.
Gathering and compression volumes rose 19% and 17%, respectively, versus the prior year quarter.
Net income was $114 million ($0.24 per diluted share); Adjusted Net Income was $131 million ($0.27 per diluted share), a 7% per-share decrease.
Adjusted Free Cash Flow after dividends was $80 million; capital expenditures were $47 million.
About $310 million remained under the share repurchase program as of June 30, 2026, after $8 million of repurchases in the quarter.
Antero Resources reported second quarter 2026 results, with net income of $279 million, up from $157 million a year earlier, and Adjusted EBITDAX of $595 million, up 57%. The company raised its full-year 2026 production guidance to 4.15 to 4.2 Bcfe/d after completing about $315 million of July acquisitions, while lowering its cash production expense guidance to $2.20 to $2.30 per Mcfe.
Net income of $279 million for the quarter ended June 30, 2026, versus $157 million in the prior-year quarter
Adjusted EBITDAX of $595 million, up 57% from the prior-year period; Adjusted Net Income of $236 million
Net daily production averaged 4.1 Bcfe/d, up 21% year over year, with 2026 production guidance raised to 4.15 to 4.2 Bcfe/d
Completed about $315 million of acquisitions in July 2026 and bought back 1.1 million shares for about $38 million in the quarter
Four Corners Property Trust (FCPT) reported second quarter 2026 rental revenue of $70.0 million, up 8.0% from a year earlier, and net income attributable to common shareholders of $30.0 million. Diluted earnings per share fell to $0.27 from $0.28, while AFFO per diluted share rose 1.4% to $0.45 and NAREIT FFO per share was flat at $0.42. In July the company closed a $268 million acquisition and expanded its credit facility to $1.15 billion, and it moved to monthly dividends.
Rental revenue up 8.0% to $70.0 million; net income $30.0 million, or $0.27 per diluted share, versus $0.28 a year earlier
AFFO per diluted share $0.45, up 1.4%; NAREIT FFO per diluted share $0.42, flat year over year
July 2026 acquisition of The Mission Pet Health portfolio: 102 buildings for $268 million, described as the largest single investment in company history
On July 28, 2026, credit facility increased from $940 million to $1.15 billion; monthly dividends of $0.1222 declared for July, August and September
Benchmark Electronics reported second quarter 2026 revenue of $756 million, up 18% from a year earlier, and non-GAAP diluted earnings per share of $0.75, up 36%. The company raised its full-year 2026 revenue growth outlook to approximately 13%, which it said would position it to reach $3 billion in annual revenue for the first time, and issued third quarter revenue guidance of $755 million to $795 million. Higher sales, higher earnings and a raised outlook point to improved results for shareholders.
Q2 2026 revenue of $756 million, up 18% from $642 million a year earlier
Non-GAAP diluted EPS of $0.75, up 36%; GAAP diluted EPS of $0.55 versus $0.03 a year earlier
Full-year 2026 revenue growth outlook raised to approximately 13%, which the company says would mean $3 billion in annual revenue
Q3 2026 guidance: revenue of $755 million to $795 million; non-GAAP diluted EPS of $0.76 to $0.82
Pebblebrook Hotel Trust reported second-quarter 2026 net income of $24.9 million, up from $19.3 million a year earlier, and adjusted FFO per diluted share of $0.68, up from $0.65. Adjusted EBITDAre was $116.2 million, down 0.7% from $117.0 million, and the company raised its full-year 2026 adjusted EBITDAre and adjusted FFO per share outlook. The company also authorized a new preferred share repurchase program of up to $50.0 million.
Q2 2026 net income was $24.9 million, up 29.2% from $19.3 million in Q2 2025; adjusted EBITDAre was $116.2 million, down 0.7%.
2026 adjusted EBITDAre outlook is $345.0 million to $353.0 million, with the midpoint raised by $8.5 million.
2026 adjusted FFO per diluted share outlook is $1.69 to $1.76, with the midpoint raised by $0.08.
On July 24, 2026, the board authorized a new preferred share repurchase program of up to $50.0 million; $45.6 million remains under the current $100.0 million program.
Insperity reported second-quarter 2026 revenue up 2% to $1.7 billion and net income of $4 million, or $0.10 per diluted share, compared with a net loss of $5 million a year earlier. For the first six months, net income fell 20% to $37 million and diluted EPS fell 20% to $0.97, and the company updated its 2026 outlook, which calls for full-year adjusted EPS of $1.88 to $2.43.
Q2 2026 revenue rose 2% to $1.7 billion; gross profit fell 3% to $217 million
Q2 2026 net income was $4 million ($0.10 diluted EPS) versus a $5 million loss in Q2 2025
Year to date, net income fell 20% to $37 million and diluted EPS fell 20% to $0.97
Updated 2026 guidance: full-year adjusted EPS $1.88 to $2.43; adjusted EBITDA $185 million to $225 million
FMC Corporation reported second quarter 2026 revenue of $867 million, down 17% from a year earlier, and a GAAP net loss of $187 million, or $1.49 per diluted share. The company lowered its full-year 2026 revenue (excluding India), Adjusted EBITDA, Adjusted EPS and free cash flow ranges, citing a more challenging operating environment, which weighs on shareholder earnings expectations.
Q2 2026 revenue of $867 million, down 17% versus Q2 2025; GAAP net loss of $187 million, or $1.49 per diluted share
Q2 Adjusted EBITDA of $153 million, down 26%; Adjusted EPS of $0.26, down 62%
Full-year 2026 Adjusted EBITDA lowered to $620 million to $680 million; Adjusted EPS lowered to $1.19 to $1.49
Third-quarter Adjusted EPS expected at $0.05 to $0.13; company targets about $1 billion of proceeds for debt reduction, including a $252 million India sale
PennyMac Mortgage Investment Trust reported second-quarter 2026 net income attributable to common shareholders of $20 million, or $0.23 per diluted share, up from $14 million, or $0.16, in the first quarter. Net investment income fell 11% from the prior quarter to $73 million, and book value per share declined to $14.83 from $14.98. In June the company agreed to sell $13 billion in unpaid principal balance of mortgage servicing rights and stopped acquiring Agency-eligible correspondent loans, which management said would free capital for credit investments.
Net income attributable to common shareholders was $20 million, or $0.23 per diluted share, versus $14 million, or $0.16, in the first quarter of 2026.
Net investment income was $73 million, down 11% from $82 million in the first quarter.
Book value per share was $14.83 at June 30, 2026, down from $14.98 at March 31, 2026; dividends declared were $0.40 per share.
The company agreed to sell $13 billion in unpaid principal balance of mortgage servicing rights, with an expected close at the end of August.
Core Laboratories reported second-quarter 2026 revenue of $124.6 million, down 4% from a year earlier but up 2% from the first quarter, and GAAP diluted EPS of $0.13 versus $0.22 a year earlier. The company expects third-quarter revenue of $128.5 million to $135.5 million and EPS of $0.12 to $0.20, and declared a $0.01 per share quarterly dividend.
Q2 2026 revenue $124.6 million, down 4% year-over-year and up 2% sequentially; GAAP operating income $9.2 million
GAAP diluted EPS $0.13 versus $0.22 in Q2 2025; EPS excluding specific items $0.11
Q3 2026 guidance: revenue $128.5 million to $135.5 million; EPS $0.12 to $0.20
Quarterly dividend of $0.01 per share, record date August 10, 2026, payable August 31, 2026
Ventas reported second-quarter 2026 results with normalized FFO of $0.97 per share, up from $0.89 a year earlier, while net income attributable to common stockholders was $0.14 per share, down from $0.15. The company raised its full-year 2026 normalized FFO guidance to $3.85-$3.90 per share and increased its investment volume expectation to $4.5 billion, which it said reflects higher senior housing investment activity.
Q2 2026 total revenues were $1.73 billion, compared with $1.42 billion in Q2 2025.
Q2 normalized FFO was $0.97 per share, up 9% year over year; attributable net income was $0.14 per share, down 7%.
Full-year 2026 normalized FFO guidance rose to $3.85-$3.90 per share from $3.82-$3.89.
Expected 2026 investment volume was raised to $4.5 billion from $3 billion; $3.4 billion of investments closed year to date.
O'Reilly reported second quarter 2026 sales of $4.89 billion, up 8%, and diluted earnings per share of $0.86, up 10% from $0.78. It raised its full-year 2026 comparable store sales guidance to 4% to 6%, and its updated full-year diluted EPS guidance is $3.20 to $3.30. The company also repurchased $1.51 billion of its stock in the second quarter.
Q2 sales rose $367 million, or 8%, to $4.89 billion; comparable store sales rose 6.0%.
Q2 net income rose $46 million, or 7%, to $715 million; diluted EPS was $0.86 versus $0.78.
Full-year 2026 comparable store sales guidance was raised to 4% to 6%; diluted EPS guidance is $3.20 to $3.30.
Q2 share repurchases totaled $1.51 billion; about $1.33 billion remained under the current authorization as of July 29, 2026.
United States Lime & Minerals reported second quarter 2026 revenue of $99.1 million, up 8.3% from a year earlier, driven mainly by higher construction and steel demand. Net income rose 11.9% to $34.5 million, or $1.20 per diluted share, while first-half net income was flat at $65.1 million. The Board also declared a regular quarterly dividend of $0.06 per share.
Q2 2026 revenue was $99.1 million, up $7.6 million from $91.5 million in Q2 2025.
Q2 2026 net income was $34.5 million ($1.20 per diluted share), compared with $30.8 million ($1.07 per diluted share) a year earlier.
First-half 2026 net income was $65.1 million, essentially unchanged from $64.9 million in the first half of 2025.
The $0.06 per share dividend is payable September 11, 2026, to holders of record on August 21, 2026.
C.H. Robinson reported second-quarter 2026 results for the quarter ended June 30, 2026. Total revenues rose 19.3% to $4.9 billion, diluted EPS rose 23.8% to $1.56, and income from operations rose 18.4% to $255.7 million. Cash generated by operations fell $191.2 million to $35.9 million, mainly because of a rise in net operating working capital, while cash returned to shareholders increased 87.5% to $301.3 million.
Total revenues increased 19.3% to $4.9 billion, primarily driven by higher pricing in truckload, LTL, air and ocean services.
Diluted EPS was $1.56, up 23.8%; adjusted diluted EPS was $1.61, up 24.8%.
Cash generated by operations was $35.9 million, down $191.2 million from $227.1 million a year earlier.
Cash returned to shareholders totaled $301.3 million, including $226.0 million in stock repurchases and $75.3 million in dividends.
Dyne Therapeutics reported a second-quarter 2026 net loss of $178.6 million, or $1.08 per share, up from $110.9 million, or $0.97 per share, a year earlier, as research and development and general and administrative costs rose. The FDA accepted the company's Biologics License Application for z-rostudirsen in exon 51 DMD for review with Priority Review, with a PDUFA target action date of January 21, 2027, and the company expects cash to fund operations into the second quarter of 2028.
Net loss of $178.6 million, or $1.08 per share, for Q2 2026, versus $110.9 million, or $0.97 per share, in Q2 2025.
R&D expenses were $152.2 million versus $99.2 million; G&A expenses were $29.5 million versus $16.6 million.
FDA accepted the BLA for z-rostudirsen in exon 51 DMD with Priority Review; PDUFA target action date is January 21, 2027.
Cash, cash equivalents and marketable securities were $898.5 million at June 30, 2026; a July 2026 offering of 21,045,000 shares at $20.50 per share raised gross proceeds of approximately $431 million.
Tyler Technologies reported second-quarter 2026 revenue of $645.1 million, up 8.2%, with GAAP net income up 10.5% to $93.5 million. The board also approved a $1.5 billion share repurchase plan on July 24, 2026, and the company kept its 2026 revenue and non-GAAP EPS guidance ranges in place.
Total revenues were $645.1 million, up 8.2%; SaaS revenues grew 21.7% to $230.6 million
GAAP net income was $93.5 million, or $2.23 per diluted share, up 10.5%; non-GAAP EPS was $3.08
Board approved a repurchase plan of up to $1.5 billion on July 24, 2026; about $1.745 billion remained authorized as of July 29, 2026
2026 guidance: total revenues $2.535 billion to $2.575 billion; non-GAAP diluted EPS $12.95 to $13.20
Bel Fuse reported preliminary second-quarter 2026 sales of $210.7 million, up 25.1% from a year earlier, with gross margin of 39.9%. GAAP net earnings attributable to Bel shareholders were $25.5 million, down from $26.9 million, while non-GAAP net earnings rose to $39.1 million from $21.0 million. The company also guided third-quarter 2026 sales to $205 million to $225 million and gross margin to 39% to 41%, and it completed an equity offering that raised $441.6 million in net proceeds.
Q2 2026 net sales of $210.7 million vs. $168.3 million in Q2 2025; gross margin 39.9% vs. 38.7%
GAAP net earnings attributable to Bel shareholders of $25.5 million vs. $26.9 million; non-GAAP $39.1 million vs. $21.0 million
Adjusted EBITDA of $48.9 million (23.2% of sales) vs. $35.2 million (20.9%) a year earlier
Q3 2026 guidance: sales of $205 million to $225 million and gross margin of 39% to 41%, assuming current market conditions continue
Essex Property Trust reported second quarter 2026 Core FFO of $4.08 per diluted share, up 1.2% from $4.03 a year earlier and $0.10 above the midpoint of its guidance range. Net income per diluted share fell to $0.97 from $3.44, mainly because of a 2025 gain on sale of real estate and land, and the company revised its full-year net income guidance down while raising its Core FFO guidance.
Q2 2026 Core FFO per diluted share was $4.08 versus $4.03 in Q2 2025, up 1.2%
Q2 2026 net income per diluted share was $0.97 versus $3.44 in Q2 2025, down 71.8%
Full-year 2026 Core FFO per diluted share guidance raised to $16.03 to $16.25, a $0.20 increase at the midpoint
Full-year 2026 net income per diluted share guidance lowered to $5.47 to $5.69, a $0.29 decrease at the midpoint
Employers Holdings reported second-quarter 2026 results on July 29, 2026. Diluted EPS rose 29% to $1.59, which the company attributed to its share repurchases, while net income fell 2% to $29.1 million and net premiums earned fell 12% to $174.1 million. The board also declared a regular quarterly dividend of $0.34 per share.
Diluted EPS was $1.59 versus $1.23; net income was $29.1 million versus $29.7 million a year earlier.
Net premiums earned were $174.1 million, down 12%; gross premiums written were $163.4 million, down 19.6%.
GAAP combined ratio was 105.8% versus 105.6%; a $2.5 million premium restitution improved the combined ratio by about 150 basis points.
Dividend of $0.34 per share is payable August 26, 2026 to holders of record August 12, 2026; $113.0 million of repurchase authorization remains.
American Water reported second-quarter 2026 GAAP earnings of $1.61 per share, up from $1.48 a year earlier, and revenue of $1,355 million, up from $1,276 million. The company affirmed its 2026 adjusted EPS guidance of $6.02 to $6.12 and its long-term targets, which matters to shareholders because the results improved and the outlook was unchanged.
Q2 2026 GAAP EPS was $1.61 versus $1.48 in Q2 2025; adjusted EPS was $1.61 versus $1.49
Year-to-date 2026 GAAP EPS was $2.61 versus $2.53; Q2 net income was $315 million versus $289 million
2026 adjusted EPS guidance of $6.02 to $6.12 and long-term EPS and dividend growth targets of 7-9% were affirmed
Board declared a quarterly dividend of $0.8950 per share, payable September 1, 2026
Owens Corning said its Board appointed Jonathan M. Collins, formerly CFO of Clarivate, as Executive Vice President and Chief Financial Officer effective August 10, 2026. Todd W. Fister, currently Executive Vice President, Chief Financial and Operating Officer, becomes President and Chief Operating Officer on the same date, with CEO Brian D. Chambers remaining in his role; the filing also sets Collins' pay package and retention awards for several business presidents.
Jonathan M. Collins, age 47, takes the CFO role effective August 10, 2026, with a $775,000 base salary and a 100% target annual cash incentive.
Collins receives a sign-on bonus of $500,000 and initial equity awards including $1.5 million in performance share units and $3 million in restricted stock units.
Todd W. Fister becomes President and Chief Operating Officer effective August 10, 2026, replacing Brian D. Chambers as President while Chambers stays CEO.
Roofing, Doors, and Insulation business Presidents will report to Fister, with $1 million retention awards each to Nicolas Del Monaco and Rachel Marcon.
Adamas Trust reported second quarter 2026 results, with earnings available for distribution of $0.30 per share, up 36.4% from a year earlier, and GAAP basic earnings of $0.48 per share. Net income attributable to common stockholders was $43.4 million, compared with a loss of $3.5 million in the second quarter of 2025. The company also raised its quarterly common dividend to $0.27 per share.
EAD per common share of $0.30, up 36.4% year-over-year and 3.4% quarter-over-quarter
GAAP basic earnings per share of $0.48; net income attributable to common stockholders of $43.4 million versus a $3.5 million loss a year earlier
Book value per share of $10.16, up 1.8% quarter-over-quarter; adjusted book value per share of $11.05, up 2.3%
Common dividend raised to $0.27 per share, an increase of 17.4%; subsequent to quarter end, a $341 million BPL-Rental securitization was priced at a 5.73% effective cost
Alerus Financial reported second-quarter 2026 net income of $20.9 million, or $0.81 per diluted share, down from $23.0 million, or $0.89 per share, in the first quarter but up from $20.3 million, or $0.78 per share, a year earlier. Net interest income and noninterest income both rose from the first quarter, and nonperforming assets fell sharply, while the company also repurchased stock and raised its quarterly dividend.
Net income was $20.9 million, or $0.81 per diluted share, versus $0.89 in Q1 2026 and $0.78 in Q2 2025.
Net interest income rose 6.2% from Q1 to $47.7 million, and noninterest income rose 6.8% to $32.9 million.
Nonperforming assets fell to $17.1 million at June 30, 2026, from $54.0 million at March 31, 2026.
The company repurchased $6.8 million of common stock at an average price of $27.10 and raised its quarterly dividend to $0.22 per share.
PennyMac Financial Services reported second-quarter 2026 net income of $22 million, or $0.41 per diluted share, down from $2.54 a year earlier, on total net revenues of $497 million, up 12% from a year earlier. Management said results fell short of expectations due to higher interest rates and expects adjusted ROE to remain in the high single digits through 2026 as it reduces its expense base.
Net income $22 million, diluted EPS $0.41, versus $2.54 in Q2 2025 and $1.53 in Q1 2026
Total net revenues $497 million, up 12% from Q2 2025 and down 9% from Q1 2026
Annualized ROE 2%, down from 14% a year earlier; adjusted ROE 7%, down from 13%
Guidance: adjusted ROEs expected to remain in the high single digits through 2026; $0.30 dividend payable August 27, 2026
Meritage Homes reported second quarter 2026 results with home closing revenue down 14% to $1.4 billion and net earnings down 38% year over year. The company said full-year 2026 home closing volume and revenue are expected to be around 5% below 2025, which signals weaker sales for shareholders this year.
Diluted EPS was $1.37 for Q2 2026 versus $2.04 a year earlier; adjusted diluted EPS was $1.42 versus $2.09.
Home closing gross margin fell to 18.3% from 21.1%, and 3,725 homes closed, down 11%.
Full-year 2026 guidance: home closing volume and revenue around 5% below full-year 2025, and could trend lower if incentives rise.
The company repurchased $100 million of stock in Q2 and ended the quarter with $807 million in cash.
Silgan Holdings reported second quarter 2026 net sales of $1.64 billion, up 7% from a year earlier, driven mainly by the pass-through of higher raw material costs. Net income fell to $75.8 million, or $0.72 per diluted share, from $89.0 million, or $0.83, a year earlier, and the company confirmed its full-year 2026 adjusted EPS estimate of $3.73 to $3.93.
Q2 2026 net sales were $1.64 billion, up $104.1 million, or 7%, from $1.54 billion in Q2 2025.
Q2 2026 net income was $75.8 million ($0.72 per diluted share) versus $89.0 million ($0.83) a year earlier; adjusted EPS was $0.98 versus $1.01.
Income before interest and income taxes (EBIT) was $151.0 million, down $16.5 million from $167.5 million.
The company confirmed 2026 adjusted EPS of $3.73 to $3.93 and free cash flow of about $450 million; third quarter adjusted EPS is estimated at $1.21 to $1.31 versus $1.22 in Q3 2025.
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