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).
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.
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%
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
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
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
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.
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 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.
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.
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.
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
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.
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.
Broadstone Net Lease reported second-quarter 2026 revenue of $122.3 million, up from $113.0 million a year earlier, and net income of $40.3 million, or $0.21 per diluted share, versus $0.10 a year earlier. The company raised the low end of its full-year 2026 AFFO per share guidance to $1.55 to $1.57 from $1.53 to $1.57, citing strong year-to-date performance and investment activity.
Q2 2026 AFFO was $78.2 million, or $0.39 per diluted share, up 2.6% from the prior-year quarter as stated in the filing.
Full-year 2026 AFFO per share guidance is now $1.55 to $1.57, revised up from $1.53 to $1.57.
Guidance assumes real estate investments of $600 million to $800 million, up from $500 million to $625 million.
The company announced a $303 million build-to-suit development for a Fortune 20 investment-grade tenant in Colorado, with rent commencement anticipated by March 2027.
Service Corporation International reported second-quarter 2026 revenue of $1.1 billion, up $37.8 million or 4% from a year earlier, and adjusted earnings per share of $0.90 versus $0.88. The company confirmed its 2026 adjusted earnings per share guidance midpoint of $4.20 and raised its midpoint for net cash provided by operating activities excluding special items by $50 million, to $1,085 million, citing stronger cemetery preneed cash receipts.
Q2 2026 revenue was $1,103.3 million versus $1,065.4 million in Q2 2025; diluted EPS was $0.90 versus $0.86
Adjusted EPS guidance range narrowed to $4.10 to $4.30, with the $4.20 midpoint confirmed
Midpoint of 2026 operating cash flow guidance raised from $1,035 million to $1,085 million; maintenance capital expenditures outlook raised $10 million to $335 million
Comparable funeral gross profit fell 5.8% to $109.8 million in Q2 2026, with gross profit percentage down to 18.5% from 19.8%
Empire State Realty Trust reported a second-quarter 2026 net loss attributable to common stockholders of $25.8 million, or $(0.15) per diluted share, compared with net income of $0.04 per diluted share a year earlier. The loss reflects a $166.1 million goodwill impairment charge tied to the Observatory, partly offset by a $124.6 million gain on the sale of 250 West 57th Street; Core FFO was $0.21 per share versus $0.22 a year earlier. The company lowered its 2026 Core FFO outlook to $0.75 to $0.79 per share from $0.85 to $0.89, citing lower expected Observation Deck NOI.
Q2 2026 total revenues of $196.9 million, up from $191.3 million in Q2 2025
Goodwill impairment charge of $166.1 million related to the Observatory reporting unit
Observation Deck NOI of $12.4 million in Q2 2026, versus $24.1 million a year earlier
2026 Core FFO guidance cut to $0.75 to $0.79 per share from $0.85 to $0.89, based on Observation Deck NOI of $55 million
Hexcel reported second quarter 2026 GAAP diluted EPS of $0.64, up from $0.17 a year earlier, with sales of $529.3 million, up 8.0%. The company raised its 2026 sales guidance to $2.025 billion to $2.125 billion and adjusted EPS guidance to $2.30 to $2.40, citing rising commercial aerospace build rates.
Q2 2026 sales were $529.3 million, up 8.0% from $489.9 million; Commercial Aerospace sales rose 18.3% to $346.6 million.
Q2 2026 adjusted diluted EPS was $0.66, versus $0.50 in Q2 2025; GAAP diluted EPS was $0.64, versus $0.17.
2026 guidance: sales raised to $2.025 billion to $2.125 billion (from $2.0 billion to $2.1 billion); adjusted EPS raised to $2.30 to $2.40 (from $2.10 to $2.30).
Quarterly dividend of $0.18 per share declared, payable August 17, 2026, to holders of record on August 10, 2026.
Rush Street Interactive reported record second-quarter 2026 revenue of $393.8 million, up 46% from a year earlier, and record net income of $29.3 million. The company raised its full-year 2026 revenue and Adjusted EBITDA guidance, but net income attributable to Rush Street Interactive shareholders and diluted earnings per share both declined from the prior-year quarter.
Revenue of $393.8 million, up 46% from $269.2 million in Q2 2025; Adjusted EBITDA of $64.6 million, up 61% from $40.2 million
Net income of $29.3 million versus $28.8 million; net income attributable to Rush Street Interactive, Inc. was $11.5 million versus $16.7 million
Diluted earnings per share were $0.10 versus $0.12 in Q2 2025
2026 guidance raised: revenue of $1,560 million to $1,600 million and Adjusted EBITDA of $245 million to $265 million
Preformed Line Products reported second-quarter 2026 net sales of $212.7 million, up 25% from a year earlier, and diluted EPS of $4.49 versus $2.56. Net income rose to $21.5 million, and gross profit margin reached 34.3%, though the company said tariffs continued to affect net income. Results include the May 2026 acquisition of Delta Star, and the company posted an investor presentation on its website.
Net sales of $212.7 million, up 25% from $169.6 million in Q2 2025 and up 21% from Q1 2026.
Net income of $21.5 million, or $4.49 per diluted share, compared with $12.7 million, or $2.56 per share, in Q2 2025.
Gross profit margin of 34.3%, up 160 basis points from Q2 2025; PLP-USA sales rose 32% year over year.
Regency Centers reported second quarter 2026 results on July 29, 2026, with net income attributable to common shareholders of $112.4 million, or $0.61 per diluted share, up from $0.56 a year earlier. The company raised its full-year 2026 Nareit FFO and Core Operating Earnings guidance, which gives shareholders a higher outlook for per-share earnings.
Q2 2026 Nareit FFO was $226.3 million, or $1.21 per diluted share, versus $1.16 in Q2 2025
Full-year 2026 Nareit FFO guidance raised to $4.84 to $4.88 per diluted share, from $4.83 to $4.87
Same Property NOI rose 3.8% year over year in the second quarter, and Same Property percent leased reached 96.9% at June 30, 2026
Unisys reported second-quarter 2026 revenue of $473.5 million, down 2.0% from a year earlier, and a net loss attributable to the company of $95.3 million, compared with $20.1 million a year earlier. The results included a $47.2 million non-cash goodwill impairment tied to its Digital Workplace Solutions unit, and the company reaffirmed its 2026 full-year guidance.
Revenue was $473.5 million, down 2.0% year over year and down 5.2% in constant currency; the company attributed the decline mainly to the timing of ClearPath license renewals.
Operating loss was $32.9 million, compared with operating profit of $30.3 million in the second quarter of 2025.
New business total contract value was $192 million, up 57% year over year.
2026 guidance was reaffirmed: constant currency revenue growth of (5.0)% to (3.5)% and non-GAAP operating profit margin of 9.0% to 11.0%. Cash and cash equivalents were $324.3 million at June 30, 2026.
Ryerson reported second-quarter 2026 revenue of $2.01 billion, its first full quarter after the February 13, 2026 merger with Olympic Steel, and net income of $15.5 million, or $0.30 per diluted share, up from $4.5 million in the prior quarter. For the third quarter, the company guided to net sales of $1.87 billion to $1.95 billion and Adjusted EBITDA, excluding LIFO, of $88 million to $92 million, both below second-quarter levels, and said margin pressure will increase. The Board also declared a quarterly dividend of $0.1875 per share.
Q2 revenue was $2.01 billion, up 28.1% from Q1 and above the company's previously provided revenue guidance range; Olympic Steel contributed $564 million.
Net income attributable to Ryerson was $15.5 million, or $0.30 per diluted share, versus $4.5 million, or $0.10, in Q1 2026.
Q3 2026 guidance: net sales of $1.87 billion to $1.95 billion; Adjusted EBITDA, excluding LIFO, of $88 million to $92 million; net income of $19 million to $21 million excluding inventory purchase accounting charges.
Total debt was $955 million and net debt $913 million at June 30, 2026; operating cash flow was negative $5.6 million in Q2.
Q2 Holdings reported second-quarter 2026 revenue of $219.8 million, up 13% from the prior-year quarter, and GAAP net income of $29.9 million, up from $11.8 million. The company raised its full-year 2026 revenue and adjusted EBITDA guidance and its board authorized up to $350 million of additional share repurchases. For shareholders, the results show higher profit and the guidance raise, and the buyback adds capacity to return capital.
Q2 2026 revenue of $219.8 million, up 13% year over year; GAAP net income of $29.9 million versus $11.8 million a year earlier
Full-year 2026 revenue guidance raised to $881.0 million to $886.0 million; adjusted EBITDA guidance of $244.0 million to $248.0 million
Third-quarter 2026 guidance: revenue of $218.5 million to $222.5 million and adjusted EBITDA of $58.5 million to $61.5 million
Board authorized up to $350 million of additional repurchases with no expiration date, bringing total available capacity to about $375 million
Plexus reported record fiscal third-quarter revenue of $1.305 billion, up 28% from a year earlier, and non-GAAP diluted EPS of $2.32 versus $1.90 a year ago. GAAP diluted EPS was $1.58, down from $1.64, after $12.9 million of accelerated stock-based compensation tied to executive retirement agreements. The company guided fourth-quarter revenue to $1.330 billion to $1.380 billion and now expects a usage of free cash flow for fiscal 2026 as it invests in working capital.
Q3 revenue of $1.305 billion, up 28% year over year and 12% sequentially, above the $1.200 to $1.250 billion guidance range
GAAP diluted EPS of $1.58 versus $1.64 a year earlier; non-GAAP diluted EPS of $2.32 versus $1.90
Fiscal Q4 guidance: revenue of $1.330 to $1.380 billion and GAAP diluted EPS of $2.18 to $2.34
Expects a usage of free cash flow for fiscal 2026; $21.4 million remains under the $100.0 million share repurchase authorization
Omega Healthcare Investors reported second quarter 2026 results on July 29, 2026, with net income of $380 million, or $1.19 per diluted share, up from $140 million, or $0.46 per diluted share, a year earlier. The company also raised its full-year 2026 Adjusted FFO guidance and increased its quarterly dividend by $0.01 to $0.68 per share. For shareholders, the higher earnings, guidance and dividend point to improved results, though net income includes a $246.5 million gain on the sale of 26 facilities.
Q2 2026 net income was $380 million, or $1.19 per diluted share, versus $140 million, or $0.46, in Q2 2025; results include a $246.5 million gain on asset sales.
Q2 2026 Adjusted FFO was $261 million, or $0.83 per diluted share, versus $232 million, or $0.77, a year earlier.
2026 Adjusted FFO guidance was raised to $3.22 to $3.26 per diluted share from $3.19 to $3.25.
Quarterly common dividend increased to $0.68 per share, payable August 14, 2026, to holders of record as of August 3, 2026.
EPR Properties reported second-quarter 2026 total revenue of $196.1 million, up 10.1%, and FFOAA per diluted share of $1.42, up 12.7%. GAAP net income available to common shareholders fell 12.2% to $61.1 million, and the company raised its 2026 FFOAA per diluted share and investment spending guidance.
Q2 total revenue $196.1 million, up 10.1% from $178.1 million; net income available to common shareholders $61.1 million, down 12.2%; diluted EPS $0.79 vs. $0.91
FFOAA per diluted share $1.42, up 12.7%; AFFO per diluted share $1.43, up 15.3%
2026 FFOAA per diluted share guidance raised to $5.41 to $5.57 from $5.37 to $5.53; investment spending guidance raised to $600.0 million to $700.0 million from $500.0 million to $600.0 million
On July 17, 2026, the company entered into a new $1.6 billion credit agreement, including a $600.0 million delayed draw term loan maturing January 17, 2032
SEACOR Marine reported second quarter 2026 revenue of $54.6 million, down 10.2% from a year earlier, and net income of $3.3 million, compared with a net loss of $6.7 million in the second quarter of 2025. Net income was helped by $31.3 million of net gains on asset dispositions and impairments, and the company also announced that its Board is reviewing strategic alternatives, which may include a sale of the company, with no timetable set.
Q2 2026 revenue was $54.6 million, down from $60.8 million in Q2 2025 and up from $44.3 million in Q1 2026.
Operating income was $16.0 million, including $31.3 million of net gains on asset dispositions and impairments.
Net income was $3.3 million, or $0.12 per diluted share, versus a net loss of $6.7 million a year earlier.
The Board has retained independent financial advisors to review strategic alternatives, which may include a sale of the company; there is no assurance of a transaction and no timetable has been set.
FICO reported third-quarter fiscal 2026 revenue of $674.2 million, up 26% from $536.4 million a year earlier, and GAAP diluted earnings per share of $10.45, up from $7.40. The company also raised its fiscal 2026 guidance, lifting its revenue outlook to $2.53 billion from $2.45 billion and its GAAP diluted EPS outlook to $36.86 from $35.60.
Q3 GAAP diluted EPS was $10.45 versus $7.40; non-GAAP diluted EPS was $12.18 versus $8.57
Scores revenue rose 41% to $458.9 million, driven by B2B revenue up 49%; Software revenue rose 2% to $215.3 million
Fiscal 2026 revenue guidance raised to $2.53 billion from $2.45 billion; GAAP EPS guidance raised to $36.86 from $35.60
Nine-month repurchases of common stock totaled $3.0 billion
DLH Holdings reported fiscal third-quarter results for the quarter ended June 30, 2026, with revenue of $44.2 million, down 46.9% from $83.3 million a year earlier, as legacy programs transitioned to small-business set-aside contractors. The company posted a net loss of $16.8 million, or $1.16 per diluted share, including a $10.4 million valuation allowance against deferred tax assets, and Adjusted EBITDA fell to $3.4 million from $8.1 million. Management also changed, with Kathryn JohnBull named President and CEO and Steve Oroho named CFO and Treasurer.
Revenue was $44.2 million versus $83.3 million a year earlier, a 46.9% decline.
Net loss was $16.8 million, or $1.16 per diluted share, compared with net income of $0.3 million a year earlier; the result includes a $10.4 million valuation allowance on deferred tax assets.
Debt was $128.7 million at June 30, 2026, down from $132.7 million at the end of the second quarter; backlog was $408.5 million, down from $514.3 million at September 30, 2025.
Kathryn JohnBull was named President and CEO following Zach Parker's retirement, and Steve Oroho was named CFO and Treasurer.
House of Doge Inc.'s subsidiary Dogecoin Ventures issued a $1,400,000 unsecured subordinated note due July 27, 2027, bearing 10.714% interest, to lender Devlin DeFrancesco. The company also replaced its auditor, CBIZ CPAs, with Davidson & Company LLP, and disclosed material weaknesses in internal controls and a going concern paragraph in CBIZ's prior report, which matter to shareholders' view of the company's financial reliability.
Note principal of $1,400,000, maturing July 27, 2027, at 10.714% annual interest
Principal to be repaid in 2,227,300 shares of CleanCore Solutions (ZONE), only after the Yorkville Loan is fully repaid
CBIZ's report for fiscal 2025 included a going concern paragraph; dismissal effective July 23, 2026
Company disclosed five material weaknesses in internal controls, including cybersecurity policies
Coursera reported second quarter 2026 revenue of $298.6 million, up 60% from a year earlier, with a GAAP net loss of $80.4 million, or $0.34 per share, versus a loss of $7.8 million a year earlier, and raised its full-year 2026 revenue outlook to $1.220 billion to $1.245 billion. The results include Udemy from its May 11, 2026 acquisition date, and the company also disclosed a $100 million investment in LearnVector, an AI learning company founded by Chairman Andrew Ng.
Q2 2026 revenue of $298.6 million, up from $187.1 million; GAAP net loss of $80.4 million, or $0.34 per share
Full-year 2026 revenue outlook raised to $1.220 billion to $1.245 billion; third-quarter revenue guidance of $364 million to $372 million
$100 million Series A Preferred Stock investment in LearnVector, with a Special Committee of independent directors approving the deal
Share repurchases of $90.3 million in Q2 2026; about $140 million repurchased under the $500 million authorization as of July 28, 2026
VICI Properties reported second-quarter 2026 results, with revenue up 5.7% to $1.1 billion and AFFO up 7.8% to $679.6 million. GAAP net income attributable to common stockholders fell 39.1%, mainly because of a $413.1 million year-over-year swing in the CECL allowance, and the company raised the low end of its full-year 2026 AFFO guidance.
Total revenues were $1.1 billion, up 5.7% from $1.0 billion a year earlier.
Net income attributable to common stockholders was $526.5 million, or $0.48 per share, versus $865.1 million, or $0.82 per share, in Q2 2025, driven by a $413.1 million change in the CECL allowance.
AFFO attributable to common stockholders was $679.6 million, or $0.62 per share, up 7.8% and 4.6% respectively.
Full-year 2026 AFFO guidance is now $2,675 million to $2,695 million ($2.45 to $2.47 per diluted share), up from $2,665 million to $2,695 million ($2.44 to $2.47).
Mid-America Apartment Communities reported second-quarter 2026 results with diluted earnings per share of $1.04, up from $0.92 a year earlier, while Core FFO per share fell to $2.08 from $2.15. The company lowered its full-year 2026 diluted earnings per share guidance to $3.96 to $4.20 from $4.18 to $4.50, and kept the Core FFO per share midpoint at $8.53.
Q2 2026 diluted EPS was $1.04 versus $0.92 in Q2 2025; Core FFO per diluted share was $2.08 versus $2.15.
Full-year 2026 diluted EPS guidance was lowered to $3.96 to $4.20 (midpoint $4.08) from $4.18 to $4.50 (midpoint $4.34).
Full-year 2026 Core FFO guidance range narrowed to $8.41 to $8.65 from $8.37 to $8.69; the midpoint is unchanged at $8.53.
Same Store NOI growth guidance midpoint was revised to -0.90% from -0.70%, and the Same Store property revenue growth midpoint to 0.10% from 0.55%.
Arxis reported second-quarter 2026 revenue of $501 million, up 25% from a year earlier, including 21% organic growth, and a net loss of $5 million, narrowed from $29 million. The company raised its full-year 2026 revenue guidance to $1.96 billion to $1.98 billion and its Adjusted EBITDA guidance to $790 million to $800 million, citing strong first-half performance and acquisitions completed. Shareholders get stronger growth and a raised outlook, though GAAP results still show a small loss, partly due to share-based compensation tied to the IPO.
Q2 2026 revenue of $501 million, up 25% from $400 million; organic growth of 21%
Net loss of $5 million versus $29 million a year earlier; diluted loss per share of $0.01
Adjusted EBITDA of $211 million, up 38%; Adjusted Diluted EPS of $0.28
Full-year 2026 revenue guidance raised to $1,960 million to $1,980 million from $1,860 million to $1,880 million
Adaptive Biotechnologies reported second quarter 2026 revenue of $71.6 million, up 22% from a year earlier, and raised its full-year 2026 MRD revenue guidance to $268 million to $278 million. The net loss widened to $39.9 million from $25.6 million, including a $23.7 million loss on the settlement of the OrbiMed Purchase Agreement, and Chief Scientific Officer Harlan Robins is moving to a strategic consultant role.
Q2 2026 revenue was $71.6 million; MRD revenue rose 33% to $66.2 million, while Immune Medicine revenue fell 40% to $5.4 million.
Net loss attributable to the company was $39.8 million, or $0.25 per share, versus $25.6 million, or $0.17 per share, a year earlier.
Full-year 2026 MRD revenue guidance rose to $268 million to $278 million from $260 million to $270 million; total operating expense guidance was narrowed to $350 million to $355 million from $350 million to $360 million.
On July 24, 2026, Chief Scientific Officer and co-founder Dr. Harlan Robins decided to move to a strategic consultant role; a consulting agreement is expected.
Equinix reported second-quarter 2026 revenue of $2.625 billion, up 16% from a year earlier, and diluted earnings per share of $4.83, up 29%. The company raised its full-year 2026 revenue and AFFO per share guidance, and the filing says part of the revenue growth came from one-time xScale fees.
Q2 revenue of $2.625 billion rose 16% year over year; the filing says this was driven by strong underlying performance and one-time xScale fees.
Diluted EPS was $4.83, up 29%, and net income attributable to common stockholders was $479 million, up 30%.
Revised full-year 2026 revenue guidance is $10.205 billion to $10.285 billion, up from $10.144 billion to $10.244 billion; AFFO per share guidance is $42.69 to $43.29, up from $42.31 to $43.11.
Q2 AFFO was $1.168 billion, or $11.78 per diluted share, up 19% on an as-reported basis.
Claros Mortgage Trust, Inc. (NYSE: CMTG) reported a GAAP net loss of $255.4 million, or $1.81 per share, for the quarter ended June 30, 2026, compared with a net loss of $54.3 million, or $0.39 per share, in the first quarter. The loss was driven mainly by a $208.8 million provision for CECL reserves, and book value per share fell to $8.58 from $10.33 at March 31, 2026.
GAAP net loss of $255.4 million, or $1.81 per share, for the quarter ended June 30, 2026; Q1 2026 net loss was $54.3 million, or $0.39 per share
CECL reserve provision of $208.8 million, or $1.45 per share, primarily to align reserves with anticipated near-term resolution levels
Book value of $8.58 per share at June 30, 2026, versus $10.33 at March 31, 2026; distributable loss of $90.8 million, or $0.63 per share
Subsequent to quarter-end, four loans totaling $409.5 million of UPB were resolved; total liquidity was $168 million at July 24, 2026
Bausch Health reported second-quarter 2026 revenue of $2.85 billion, up 13% from a year earlier, with GAAP diluted earnings per share of $0.68 versus $0.40 and adjusted diluted earnings per share of $1.26 versus $0.90. The company raised its full-year 2026 revenue, Adjusted EBITDA and Adjusted Cash Flows from Operations guidance for Bausch Health excluding Bausch + Lomb, which points to stronger results for shareholders.
Q2 2026 consolidated revenue was $2.85 billion, up 13% on a reported basis and 11% organic, versus $2.53 billion a year earlier
GAAP net income attributable to Bausch Health was $258 million, compared with $148 million in Q2 2025
Consolidated Adjusted EBITDA was $1,075 million, up from $842 million, and operating income was $740 million, up from $444 million
Full-year 2026 Bausch Health (excluding Bausch + Lomb) revenue guidance is $10.790 billion to $11.040 billion, with Adjusted EBITDA guidance of $4.050 billion to $4.175 billion
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.