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).
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
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
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
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.
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
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
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
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.
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.
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
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.
Amarin reported second-quarter 2026 results with total net revenue of $42.2 million, down 42% from $72.7 million a year earlier, mainly because Q2 2025 included a $25 million up front payment from the Recordati agreement. Net loss narrowed to $7.7 million from $14.1 million, and operating expenses fell 59% to $27.0 million as the company completed a $70 million annual cost savings initiative.
Total net revenue was $42.2 million in Q2 2026, down 42% from $72.7 million in Q2 2025; the Q2 2025 figure included a $25 million up front Recordati payment.
Net loss was $7.7 million, or $0.02 per share, compared with a net loss of $14.1 million, or $0.03 per share, in Q2 2025.
Operating expenses fell $39.3 million, or 59%, to $27.0 million; excluding restructuring charges, they fell 38%.
Cash was $314.6 million as of June 30, 2026, and the company remained debt free.
Regional Management reported second-quarter 2026 results on July 29, 2026. Total revenue rose 6.7% to $168.0 million, but net income fell 19.6% to $8.2 million as the provision for credit losses and interest expense increased, though year-to-date net income rose 14.0%. The company also declared a $0.30 quarterly dividend, and CEO Lakhbir S. Lamba said the bank partnership with Column N.A. can materially change net income as the company moves into 2027.
Q2 2026 net income was $8.2 million and diluted EPS was $0.85, down 19.6% and 17.5% year-over-year
Total revenue was $168.0 million, up 6.7%; provision for credit losses was $69.0 million, up 13.9%
Net credit loss rate was 12.2% versus 11.9% a year earlier; management said portfolio growth fell short of expectations
Quarterly dividend of $0.30 per share is payable September 16, 2026 to holders of record on August 19, 2026
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
MGIC Investment Corporation reported second quarter 2026 net income of $182.1 million, or $0.86 per diluted share, compared with $192.5 million, or $0.81 per share, in the second quarter of 2025. Net income rose from $165.3 million, or $0.76 per share, in the first quarter of 2026, but total revenues fell year over year to $295.4 million from $304.2 million. The company also repurchased shares and declared a $0.17 quarterly dividend.
Q2 2026 net income $182.1 million ($0.86 per diluted share) vs. $192.5 million ($0.81) in Q2 2025 and $165.3 million ($0.76) in Q1 2026
Adjusted net operating income $183.7 million ($0.87 per diluted share) vs. $194.0 million ($0.82) in Q2 2025
Total revenues $295.4 million vs. $304.2 million in Q2 2025; net premiums earned $238.1 million vs. $244.3 million
Repurchased 6.6 million shares for $176.6 million in Q2 2026; board approved an additional $750 million buyback through December 31, 2028; $0.17 dividend payable August 20, 2026
First US Bancshares (FUSB) furnished an investor presentation under Regulation FD reviewing financial results through June 30, 2026, with materials to be used with shareholders and investors through the quarter ending September 30, 2026. The presentation shows second-quarter diluted EPS of $0.31, down from $0.33 in the first quarter, while trailing 12-month diluted EPS rose to $1.32 from $1.04 and net interest margin improved to 3.56% from 3.37%.
2Q2026 diluted EPS was $0.31, compared with $0.33 in 1Q2026; six-month diluted EPS was $0.64 versus $0.32 a year earlier
Net interest margin was 3.56% in 2Q2026, up from 3.37% in 1Q2026
Total loans rose $16.9 million in 2Q2026, while total deposits fell $40.9 million
Company repurchased 91,000 shares in 2Q2026 at a weighted average price of $15.83 per share
LendingTree reported second-quarter 2026 results on July 29, 2026, with revenue up 25% from a year earlier to $313.4 million and diluted earnings of $0.68 per share, versus $0.65 a year earlier. The company said Consumer segment performance was weaker than expected, and revenue, net income and adjusted EBITDA all fell from the first quarter of 2026, so shareholders face mixed signals on the quarter's direction.
Q2 2026 revenue was $313.4 million, up 25% year over year but down 4% from $327.3 million in Q1 2026.
GAAP net income was $9.6 million ($0.68 per diluted share), compared with $8.9 million ($0.65 per share) a year earlier; Q1 2026 net income was $17.3 million.
Adjusted EBITDA was $35.2 million, up 11% year over year but down 16% from $42.0 million in Q1 2026.
Outlook: Q3 2026 revenue of $325 to $335 million and adjusted EBITDA of $34 to $36 million; full-year 2026 revenue of $1.30 to $1.32 billion.
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.
Aurora Innovation reported second-quarter 2026 revenue of $2 million, up from $1 million a year earlier, while its net loss widened to $270 million from $201 million. The company kept its 2026 revenue forecast of $14 million to $16 million and said it expects more than 200 driverless trucks in operation by year-end, but the larger loss and cash use mean shareholders face continued spending before revenue scales.
Q2 2026 net loss was $270 million, or $0.14 per share, versus $201 million, or $0.11 per share, a year earlier.
The company reiterated its 2026 revenue outlook of $14 million to $16 million, with the fourth quarter projected to contribute over half.
It issued 30 million shares through its at-the-market program for net proceeds of $215 million and ended the quarter with nearly $1.2 billion in cash and short-term investments.
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
UFP Industries reported second-quarter 2026 net sales of $1.88 billion, up 3% from a year earlier, driven by acquisitions and higher organic units. Diluted earnings per share fell to $1.48 from $1.70, and net earnings attributable to controlling interests dropped to $83 million from $101 million, as higher freight costs weighed on results. The company left its full-year 2026 outlook unchanged.
Net sales were $1.88 billion versus $1.84 billion a year ago, with acquisitions adding 2 percentage points.
Diluted EPS was $1.48 versus $1.70; adjusted EBITDA was $154.5 million, or 8.2% of net sales, versus $174.1 million, or 9.5%.
Transportation costs rose $27 million, or 1.6% of net sales, net of fuel surcharges and price adjustments.
The company repurchased nearly $142 million of its shares in the first six months, and about $273 million remains under its authorization as of July 29, 2026.
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.
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
MGM Resorts reported second quarter 2026 results, with consolidated revenue of $4.5 billion, up 1% from the prior year quarter. Net income attributable to MGM Resorts rose to $292 million and diluted EPS to $1.11, but these gains were driven largely by a $287 million net gain from property transactions, while adjusted EPS fell to $0.59 from $0.79 and Consolidated Adjusted EBITDA fell to $610 million from $648 million.
Consolidated revenue of $4.5 billion, up 1%; net income attributable to MGM Resorts of $292 million versus $49 million a year earlier
Adjusted EPS of $0.59 versus $0.79 a year earlier; diluted EPS of $1.11 versus $0.18
Consolidated Adjusted EBITDA of $610 million versus $648 million; a $111 million goodwill impairment was recorded in the quarter
Repurchased about 4 million shares for $164 million in the quarter; about $1.4 billion remained under the April 2025 repurchase plan as of June 30, 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).
Moelis & Company reported second-quarter 2026 revenue of $409.4 million, up 12% from the prior year, and GAAP diluted earnings of $0.62 per share versus $0.53. For the first half, revenue rose 9% to $729.2 million, but GAAP diluted earnings fell to $1.10 per share from $1.17, with tax benefits from share-based award settlements affecting both periods. The board declared a regular quarterly dividend of $0.65 per share.
Q2 2026 revenue of $409.4 million, up 12%, attributed to higher average fees earned per completed transaction
Q2 2026 GAAP diluted EPS of $0.62 vs $0.53 a year earlier; Adjusted diluted EPS of $0.63 vs $0.53
First half 2026 GAAP diluted EPS of $1.10 vs $1.17 a year earlier, while first half revenue rose 9% to $729.2 million
Quarterly dividend of $0.65 per share, payable September 17, 2026, to holders of record on August 10, 2026
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%.
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.
SiriusPoint reported second-quarter 2026 net income available to common shareholders of $69 million, or $0.58 per diluted share, compared with $0.50 a year earlier. Consolidated underwriting income fell to $73.5 million from $90.2 million, and the core combined ratio rose to 91.4% from 89.5%, while half-year net income rose 44% to $168 million. The company has repurchased $95 million of common shares so far in 2026 as of July 28, 2026, and the filing gives no updated guidance.
Q2 2026 diluted EPS of $0.58 vs. $0.50 in Q2 2025; operating EPS of $0.67 vs. $0.66
Core combined ratio of 91.4% vs. 89.5% a year earlier; Q2 total revenues of $744.1 million vs. $748.2 million
Half-year 2026 net income of $168 million, up 44%; operating EPS of $1.37, up 17%
Book value per diluted share excluding AOCI rose 3% from March 31, 2026 to $19.48
Hawkins reported fiscal 2027 first-quarter results for the three months ended June 28, 2026. Sales rose 8% to $315.7 million, a record for the quarter, but net income fell 3% to $28.3 million and diluted EPS fell $0.05 to $1.35, as higher LIFO reserve and freight costs and lower gross margin offset the sales gain. Shareholders see growth in revenue alongside lower profit per share, and the company did not change any guidance in this filing.
Revenue of $315.7 million, up 8% from $293.3 million; all three segments grew more than 5%.
Net income of $28.3 million, down 3%, or $1.35 per diluted share versus $1.40 a year earlier.
Gross profit rose 2% to $74.0 million, but gross margin fell to 23% of sales from 25%.
Adjusted EBITDA, a non-GAAP measure, rose 1% to $56.9 million; the company repurchased $7.0 million of stock and paid $4.0 million in dividends.
Chipotle reported second-quarter 2026 revenue of $3.3 billion, up 9.3%, with comparable restaurant sales up 2.2%, but net income fell to $403.5 million and diluted EPS was flat at $0.32. The company raised its full-year comparable sales outlook to the low single digit range and authorized $1.3 billion in additional share repurchases, which may be modified, suspended or discontinued at any time.
Total revenue rose 9.3% to $3.3 billion; comparable restaurant sales rose 2.2%, driven by a 1.2% increase in average check and a 1.0% increase in transactions.
Net income was $403.5 million, or $0.32 per diluted share, versus $436.1 million, or $0.32, in the second quarter of 2025.
Full-year 2026 comparable restaurant sales growth is expected in the low single digit range, and the company expects 350 to 370 new restaurant openings.
The Board approved $1.3 billion in additional repurchase authorizations on June 11, 2026; $1.7 billion remained available as of June 30, 2026.
Farmland Partners reported second-quarter 2026 net income of $3.1 million ($0.07 per share), down from $7.8 million ($0.15 per share) a year earlier, and total operating revenues fell 5.7% to $9.4 million. AFFO rose 30.6% to $1.7 million ($0.04 per share), and the company raised the low end of its 2026 AFFO per share guidance to $0.31 from $0.30, with the top end unchanged at $0.35.
Total operating revenues were $9.4 million in the quarter, down 5.7% from $10.0 million; net operating income rose 2.9% to $7.1 million.
Net income was $3.1 million ($0.07 per share) versus $7.8 million ($0.15 per share); the prior-year quarter included a $24.2 million gain on disposition of assets, compared with $3.5 million in 2026.
AFFO was $1.7 million ($0.04 per share), up from $1.3 million ($0.03 per share).
2026 AFFO per share guidance range is now $0.31 to $0.35, up from $0.30 to $0.35; the board declared a $0.09 quarterly dividend payable October 15, 2026.
Public Storage reported second-quarter 2026 net income of $2.55 per share, up from $1.76 a year earlier, while Core FFO per share fell 2.6% to $4.17 from $4.28. The company raised its full-year 2026 Core FFO per share guidance to $16.75-$17.05 from $16.35-$17.00, and the NSA merger closed on July 22, 2026, which shareholders should weigh alongside the pending PS Canada acquisition.
Q2 2026 net income was $2.55 per share versus $1.76 in Q2 2025; Core FFO was $4.17 versus $4.28.
2026 Core FFO per share guidance midpoint rose by $0.22 to a range of $16.75-$17.05.
Same Store net operating income fell 2.2% in the quarter to $746.4 million, while 2026 Same Store NOI growth guidance was raised to (2.0)%-(0.3)%.
Public Storage agreed on June 22, 2026 to acquire PS Canada for US$1.2 billion, with closing expected in Q3 2026.
Pulmonx reported second-quarter 2026 revenue of $22.8 million, down 5% from a year earlier, as international sales fell because of a lack of sales into China while its registration certificate was awaited. Net loss narrowed to $10.1 million, or $0.24 per share, from $15.2 million, or $0.38 per share, as operating expenses fell 16%. The company kept its full-year 2026 revenue outlook of $90 million to $92 million.
Q2 2026 worldwide revenue was $22.8 million, down 5% from $23.9 million; U.S. revenue was $14.2 million, down 4%.
Gross margin rose to 78% from 72%; the company now expects full-year 2026 gross margin of approximately 76%.
Net loss was $10.1 million ($0.24 per share) versus $15.2 million ($0.38 per share) a year earlier; adjusted EBITDA loss was $5.1 million, down 39%.
Full-year 2026 revenue outlook of $90 million to $92 million was unchanged; total operating expense outlook is $109 million to $111 million.
DMC Global reported second quarter 2026 sales of $157.0 million, level with a year earlier, and net income attributable to DMC of $0.5 million, or $0.10 per diluted share, compared with a loss of $0.24 per share in the 2025 second quarter. Adjusted EBITDA attributable to DMC fell 21% year over year to $10.7 million, though it rose sharply from the first quarter, and the company guided third quarter sales to $158 million to $168 million and adjusted EBITDA attributable to DMC to $10 million to $13 million.
Q2 2026 net sales were $157.0 million, flat year over year and up 16% from the first quarter of 2026.
Net income attributable to DMC was $0.5 million, or $0.10 per diluted share, versus a loss of $0.24 per share in Q2 2025.
Adjusted EBITDA attributable to DMC was $10.7 million, down 21% year over year, with DynaEnergetics citing unfavorable mix, higher input costs and price pressure.
Third quarter 2026 guidance: sales of $158 million to $168 million and adjusted EBITDA attributable to DMC of $10 million to $13 million.
Climb Global Solutions reported second quarter 2026 results, with net sales rising 9% to $174.2 million and gross billings rising 17% to $587.3 million, aided by its February 24, 2026 acquisition of Interworks. Net income fell to $5.5 million, or $0.30 per diluted share, from $6.0 million, or $0.33, as selling, general and administrative expenses rose and the effective tax rate increased. Adjusted EBITDA was $11.3 million, compared with $11.4 million a year earlier.
Net sales increased 9% to $174.2 million from $159.3 million in the year-ago quarter.
Net income was $5.5 million, or $0.30 per diluted share, versus $6.0 million, or $0.33, a year earlier.
Adjusted EBITDA was $11.3 million versus $11.4 million; effective margin was 37.5% versus 43.3%.
Management will host a conference call on July 30, 2026, at 8:30 a.m. Eastern time.
Flowserve reported second-quarter 2026 sales of $1.17 billion, down 1.6% from a year earlier, while reported EPS rose to $0.77 from $0.62 and adjusted EPS rose to $0.95 from $0.91. The company narrowed its full-year organic sales guidance to approximately down 1%, citing the Middle East conflict, and raised the low end of its adjusted EPS guidance to $4.05 from $4.00.
Reported sales were $1.17 billion versus $1.19 billion a year earlier, down 1.6%; organic sales fell 3.3%.
Total bookings rose 25.5% to $1.35 billion, including record aftermarket bookings of $696 million.
Reported EPS was $0.77 versus $0.62; adjusted EPS was $0.95 versus $0.91.
Full-year 2026 organic sales guidance is approximately down 1%, versus the prior range of down 1% to up 2%; adjusted EPS guidance is now $4.05 to $4.20, versus $4.00 to $4.20 previously.
Align Technology reported second quarter 2026 revenue of $1.06 billion, up 4.3% year over year, with Clear Aligner revenue up 8.2% and Imaging Systems and CAD/CAM Services revenue down 10.8%. GAAP diluted EPS fell to $1.51 from $1.72 a year earlier, including an estimated $37.5 million UK VAT liability, while non-GAAP diluted EPS rose to $2.64 from $2.49. The company expects third quarter 2026 revenue of $1,000 million to $1,020 million and now expects 2026 Systems and Services revenue to fall 6% to 8%.
Q2 2026 revenue was $1,056.2 million, up 4.3% year over year and up 1.5% sequentially.
GAAP net income was $108.3 million, down 13.1% year over year; GAAP diluted EPS was $1.51 versus $1.72 in Q2 2025.
Non-GAAP diluted EPS was $2.64 versus $2.49 a year earlier, after an estimated $37.5 million UK VAT liability tied to a July 7, 2026 ruling.
Q3 2026 revenue is expected at $1,000 million to $1,020 million; 2026 share repurchases are now expected at $400 million to $500 million.
Sprouts Farmers Market reported second-quarter 2026 results for the 13 weeks ended June 28, 2026, with net sales of $2.3 billion, up 5%, but comparable store sales fell 1.0%. Diluted EPS rose to $1.37 from $1.35, while net income fell to $129.2 million from $133.7 million, and the company issued third-quarter and full-year 2026 outlooks.
Net sales $2.33 billion vs. $2.22 billion a year earlier; comparable store sales (1.0)%
Diluted EPS $1.37 vs. $1.35; net income $129.2 million vs. $133.7 million; EBIT $174.2 million vs. $179.4 million
Q3 2026 outlook: comparable store sales (0.5)% to 1.5%, diluted EPS $1.20 to $1.24
Full-year 2026 outlook: EBIT $675 million to $685 million, diluted EPS $5.32 to $5.40; 2026 includes a 53rd week
Meta reported second-quarter 2026 revenue of $60.80 billion, up 28% year over year, while income from operations fell 8% to $18.78 billion and diluted earnings per share fell 13% to $6.18. Results were weighed down by $2.40 billion of legal proceedings charges and $1.18 billion of severance costs tied to the May 2026 headcount reduction, and the company raised the low end of its full-year expense outlook.
Revenue was $60.80 billion, up 28% year over year; advertising impressions rose 14% and average price per ad rose 12%.
Net income was $15.85 billion, down 14%, and operating margin fell to 31% from 43%.
Third-quarter 2026 revenue is expected in the range of $61 billion to $64 billion; full-year 2026 total expenses are now expected at $165 billion to $169 billion.
Free cash flow was $784 million, compared with $8.55 billion a year earlier; the company also flagged youth-related trials in the U.S. that may result in a material loss.
PTC reported third-quarter fiscal 2026 results on July 29, 2026. Revenue fell 7% year over year to $600 million and GAAP earnings per share fell 12% to $1.03, while constant currency ARR excluding divested businesses rose 9.1%. The company raised fiscal 2026 guidance for ARR, revenue and EPS and repurchased about $525 million of its stock in the quarter.
Q3 revenue was $600 million versus $644 million a year earlier; GAAP EPS was $1.03 versus $1.17; non-GAAP EPS was $1.58 versus $1.64.
FY26 revenue guidance is $2.69 billion to $2.75 billion, compared with the previous $2.58 billion to $2.82 billion range.
PTC repurchased 4.3 million shares in the open market in Q3 for $525 million and expects about $1.625 billion of total FY26 repurchases.
The Kepware and ThingWorx divestiture closed March 13, 2026; the company recognized a $462.6 million gain on the sale in Q2 2026.
Kirby reported second-quarter 2026 revenue of $922.4 million, up from $855.5 million a year earlier, while net earnings attributable to Kirby fell to $89.7 million from $94.3 million and diluted EPS was flat at $1.67. The company said it expects full-year 2026 results to trend toward the upper end of its 5% to 15% EPS growth guidance range, and it has continued share repurchases.
Q2 2026 revenue $922.4 million vs. $855.5 million in Q2 2025; operating income $122.4 million vs. $131.8 million
Diluted EPS $1.67 in both Q2 2026 and Q2 2025; EBITDA (non-GAAP) $199.7 million vs. $202.2 million
Full-year 2026 EPS growth guidance of 5% to 15% reaffirmed, with results expected toward the upper end
Share repurchases of $59.7 million in Q2 2026 and $29.0 million in Q3 2026 to date
Penske Automotive Group reported second quarter 2026 revenue up 6% to $8.5 billion, but net income attributable to common stockholders fell to $260.4 million from $266.6 million, and earnings per share fell to $3.96 from $4.03. The filing also discloses an unsolicited, preliminary, non-binding take-private proposal from Penske Corporation and Mitsui & Co. for the shares they do not already own.
Q2 revenue rose 6% to $8.5 billion; net income attributable to common stockholders was $260.4 million versus $266.6 million a year earlier.
Q2 EPS was $3.96 versus $4.03; adjusted EPS, excluding the gain on sale of dealerships, was $3.62.
Six-month EPS was $7.52 versus $7.89; the board approved a 1.4% quarterly dividend increase to $1.44 per share, payable September 1, 2026.
Forward-looking statements cite an unsolicited take-private proposal from Penske Corporation and Mitsui & Co., which may not be pursued or completed.
First Northwest Bancorp reported second-quarter 2026 net income of $308,000, or $0.03 per share, up from $6,000 in the first quarter but down from $3.7 million, or $0.42 per share, a year earlier. Net interest margin narrowed to 2.95% from 3.03% in the prior quarter, and total assets fell to $2.12 billion, so shareholders see sequential profit recovery alongside a sharp year-over-year decline.
Net income was $308,000 for Q2 2026, compared with $6,000 in Q1 2026 and $3.7 million in Q2 2025.
Basic and diluted EPS were $0.03, compared with $0.00 in Q1 2026 and $0.42 in Q2 2025.
Net interest margin fell to 2.95% from 3.03% in Q1 2026; the efficiency ratio was 101.3%.
Customer deposits rose $11.3 million to $1.55 billion, while total assets fell $8.6 million to $2.12 billion at June 30, 2026.
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