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.
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
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
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.
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.
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
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
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.
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.
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
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
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
ILPT reported second quarter 2026 results, with a net loss attributable to common shareholders of $14.5 million, or $0.22 per diluted share, compared with a $21.3 million loss a year earlier. Normalized FFO rose to $20.8 million, or $0.31 per diluted share, and the company set full-year 2026 normalized FFO per share guidance of $1.31 to $1.39. The company also doubled its quarterly distribution to $0.10 per share, a change that matters to shareholders.
Net loss attributable to common shareholders was $14.5 million, or $0.22 per diluted share, versus a $21.3 million loss in the second quarter of 2025
Normalized FFO attributable to common shareholders was $20.8 million, or $0.31 per diluted share, versus $0.21 a year earlier
Portfolio occupancy reached 99.1%, with about 5.4 million square feet leased at a weighted average rent increase of 35.4%
Quarterly distribution increased to $0.10 per share from $0.05, payable on or about August 13, 2026
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%
Morningstar reported second-quarter 2026 revenue of $663.2 million, up 9.6% from the prior-year period, and diluted net income per share of $2.83, up 35.4%. Reported operating income rose 28.4% to $160.6 million, and the filing shows total debt rose to $1.7 billion as of June 30, 2026, from $1.1 billion at December 31, 2025, following the February 2026 acquisition of CRSP.
Revenue rose 9.6% to $663.2 million; organic revenue rose 6.8%.
Diluted EPS was $2.83 versus $2.09; adjusted diluted EPS rose 29.2% to $3.10.
Free cash flow rose 96.3% to $122.5 million; the company repurchased $100.0 million of shares in the quarter.
Long-term debt was $1,695.1 million at June 30, 2026, versus $1,072.6 million at December 31, 2025.
Churchill Downs reported second quarter 2026 results, with all-time record net revenue of $980 million, up 5% from $934 million a year earlier. Net income attributable to the company rose 11% to $241 million, and diluted EPS was $3.42 versus $2.99, so headline revenue and profit both improved for shareholders.
Net revenue of $980 million, up $46 million or 5% from the prior year quarter
Net income attributable to CDI of $241 million, up $24 million or 11%; diluted EPS of $3.42 versus $2.99
All-time record Adjusted EBITDA of $477 million, up $26 million or 6%
Net bank leverage was 3.7x at the end of the second quarter; results are to be discussed on a conference call on July 30, 2026
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
CVR Energy reported second quarter 2026 net loss attributable to stockholders of $3 million, or 3 cents per diluted share, down from a $114 million loss a year earlier. Adjusted earnings per diluted share were 34 cents, compared with an adjusted loss of 23 cents in the second quarter of 2025, and net sales rose to $2.7 billion from $1.8 billion. The company also declared a 10-cent quarterly dividend and gave a third quarter 2026 outlook.
Net sales were $2.7 billion, up from $1.8 billion in the second quarter of 2025.
Net loss attributable to CVR Energy stockholders was $3 million, or 3 cents per diluted share, versus $114 million, or $1.14 per share, a year earlier.
Adjusted EBITDA was $209 million, compared with $99 million in the second quarter of 2025.
The 10-cent dividend is payable August 17, 2026, to stockholders of record as of August 10, 2026.
CVR Partners reported second quarter 2026 net income of $78 million, or $7.33 per common unit, up from $39 million, or $3.67 per unit, a year earlier, on net sales of $202 million versus $169 million. The board also declared a second quarter cash distribution of $6.08 per common unit, payable August 17, 2026, to unitholders of record as of August 10, 2026.
Q2 2026 EBITDA was $107 million, compared with $67 million in Q2 2025.
Ammonia utilization rate was 99 percent in Q2 2026, compared with 91 percent a year earlier.
Average realized gate prices rose 33 percent for ammonia and 24 percent for UAN year over year.
The company expects a Q3 2026 ammonia utilization rate of 75 to 80 percent and direct operating expenses of $57 million to $62 million.
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
Impinj reported second-quarter 2026 revenue of $108.4 million, up from $97.9 million a year earlier, with GAAP net income of $12.2 million, or $0.39 per diluted share, flat with the prior-year quarter. The company also guided third-quarter 2026 revenue to $105.5 million to $108.5 million and GAAP diluted EPS to $0.07 to $0.12, giving shareholders a view of near-term sales and profit.
Q2 2026 revenue of $108.4 million vs. $97.9 million in Q2 2025
Q2 2026 GAAP net income of $12.2 million, or $0.39 per diluted share; adjusted EBITDA of $30.7 million vs. $27.6 million a year earlier
Q3 2026 outlook: revenue of $105.5 million to $108.5 million and GAAP diluted EPS of $0.07 to $0.12
CEO Chris Diorio said revenue, adjusted EBITDA and non-GAAP EPS set new quarterly records
NWPX Infrastructure reported record second-quarter 2026 net sales of $159.5 million, up 19.7% from a year earlier, and net income of $15.8 million, or $1.62 per diluted share, versus $0.91 a year earlier. Management said it expects third-quarter 2026 performance to be comparable to or stronger than the second quarter, though its Precast segment sales declined 4.8%.
Net sales rose 19.7% to $159.5 million; net income rose 74.7% to $15.8 million, or $1.62 per diluted share
Water Transmission Systems net sales rose 33.8% to $113.2 million, with segment gross margin of 21.4%
Precast net sales fell 4.8% to $46.3 million, with an order book of $61 million at June 30, 2026
Management expects Q3 2026 performance to be comparable to or stronger than Q2 2026; earnings call is July 30, 2026 at 7:00 a.m. PT
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.
Beacon Financial Corporation reported second-quarter 2026 net income of $64.4 million, or $0.77 per share, up from $46.2 million ($0.55) in the first quarter and $22.0 million ($0.25) a year earlier. The company also declared a regular quarterly dividend of $0.3225 per share, and the filing notes that prior-period comparisons are limited because the Brookline merger was accounted for as a reverse acquisition.
Net income of $64.4 million ($0.77 per diluted share) for the quarter ended June 30, 2026, versus $46.2 million ($0.55) in Q1 2026 and $22.0 million ($0.25) in Q2 2025.
Net interest margin rose to 3.81% from 3.78%, and non-interest expense fell to $127.3 million from $140.8 million, which included $13.0 million of merger and restructuring expense in Q1 2026.
Net loan and lease charge-offs were $14.3 million (0.32% annualized), up from $13.6 million in Q1; nonperforming assets rose to $155.2 million from $151.2 million.
Quarterly dividend of $0.3225 per share, payable August 28, 2026 to stockholders of record on August 14, 2026.
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
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
Sensata reported second quarter 2026 revenue of $990.6 million, up 5.0% from a year earlier, with GAAP earnings per share of $0.70 versus $0.41 and adjusted EPS of $0.98 versus $0.87. The company guided third quarter 2026 revenue to $957 million to $987 million and adjusted EPS to $0.93 to $0.97, compared with $932 million and $0.89 in the third quarter of 2025.
Q2 2026 revenue was $990.6 million, up $47.2 million or 5.0%; organic revenue rose 4.4%.
Operating income was $165.4 million, up from $138.1 million; adjusted operating income was $193.3 million, up 8.0%.
Q3 2026 guidance: revenue of $957 million to $987 million and adjusted EPS of $0.93 to $0.97, versus $0.89 in Q3 2025.
Free cash flow was $186.4 million in Q2 2026; a $400 million tender offer retired about $406 million of long-term debt.
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.
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
St. Joe reported second quarter 2026 net income attributable to the company of $40.5 million, or $0.71 per share, up 37% from $29.5 million, or $0.51 per share, a year earlier, with total revenue up 23% to $158.8 million. The board also declared a $0.16 per share quarterly dividend, payable September 18, 2026, to holders of record on August 21, 2026.
Q2 2026 total revenue rose 23% to $158.8 million; real estate revenue rose 59% to $69.6 million.
Q2 2026 net income attributable to the company was $40.5 million, or $0.71 per share, versus $29.5 million, or $0.51 per share, in Q2 2025.
Unconsolidated joint venture revenue fell to $59.0 million from $89.9 million, mainly on fewer completed Latitude Margaritaville Watersound home sales.
Quarterly dividend of $0.16 per share; payable September 18, 2026; record date August 21, 2026.
CONMED reported second quarter 2026 net sales of $343.5 million, up 0.3% as reported and down 0.5% on a constant currency basis, with GAAP diluted EPS of $0.77 and adjusted diluted EPS of $1.38. The company raised its full year 2026 adjusted diluted EPS guidance to $4.48 to $4.60 from $4.30 to $4.45, and narrowed its net sales guidance to $1,358 million to $1,373 million from $1,350 million to $1,375 million.
Q2 2026 net sales $343.5 million, up 0.3% as reported; domestic sales down 8.0% and international sales up 10.8%
GAAP diluted EPS $0.77, up 11.6%; adjusted diluted EPS $1.38, up 20.0%, both including a $0.21 benefit from IEEPA tariff refunds
Full year 2026 adjusted diluted EPS guidance raised to $4.48 to $4.60 from $4.30 to $4.45
Full year 2026 net sales guidance $1,358 million to $1,373 million, versus prior $1,350 million to $1,375 million
Invitation Homes reported second quarter 2026 results, with total revenues up 9.7% to $748 million and net income available to common stockholders up 55.1% to $218 million, or $0.37 per diluted share. The company raised its full-year 2026 Core FFO and AFFO per share guidance midpoints by one cent each, to $1.95 and $1.65, which points to higher per-share earnings for shareholders.
Total revenues rose 9.7% to $748 million, and net income per diluted share was $0.37, compared with $0.23 in Q2 2025.
Core FFO per share rose 5.0% to $0.51; full-year 2026 Core FFO per share guidance midpoint increased one cent to $1.95.
Same Store Average Occupancy was 97.1%, down 20 basis points year over year, while Same Store NOI rose 1.5%.
The company repurchased about $100 million of its stock in Q2 and about $600 million since December 2025; net debt to TTM adjusted EBITDAre was 5.4x at June 30, 2026.
Glaukos reported record second-quarter 2026 net sales of $185.6 million, up 50% from a year earlier, and narrowed its net loss. The company raised its full-year 2026 net sales guidance to $680 million to $700 million, up from $620 million to $635 million.
Q2 2026 net sales of $185.6 million, up 50% from $124.1 million in Q2 2025 (49% on a constant currency basis)
Q2 2026 net loss of $18.4 million, or $0.31 per diluted share, versus $19.7 million, or $0.34, a year earlier
2026 net sales guidance raised to $680 million to $700 million from $620 million to $635 million
Cash, short-term investments and restricted cash of $289.3 million at June 30, 2026, with no debt
Boot Barn reported first-quarter fiscal 2027 net sales up 17.7% to $593.5 million and net income of $70.1 million, or $2.29 per diluted share, versus $1.74 a year earlier. The company said the quarter included an estimated $0.38 per share benefit from tariff refunds, and it issued new fiscal 2027 guidance of $8.80 to $9.23 per diluted share, which supersedes its prior outlook. It also doubled its revolving credit commitment to $500 million and said July sales came in slightly below its expectations.
Q1 net sales rose 17.7% to $593.5 million; consolidated same store sales rose 4.7%, with e-commerce up 13.4%.
Q1 net income was $70.1 million, or $2.29 per diluted share, including an estimated $0.38 per share from tariff refunds.
Fiscal 2027 guidance: net income per diluted share of $8.80 to $9.23; second-quarter guidance of $1.55 to $1.65 per diluted share.
On July 28, 2026, the revolving credit commitment increased from $250 million to $500 million, with maturity extended to July 28, 2031.
Pitney Bowes reported second-quarter 2026 revenue of $451 million, down 2% from $462 million a year earlier, while GAAP diluted EPS rose to $0.36 from $0.17 and adjusted EPS rose to $0.43 from $0.27. The company raised its 2026 guidance for Adjusted EBIT, Adjusted EPS and Adjusted Free Cash Flow and reaffirmed its revenue guidance, and its Board formed a Strategic Review Committee to explore options including a sale of the company.
Q2 2026 revenue was $451 million, down from $462 million; GAAP net income was $50 million versus $30 million
2026 Adjusted EBIT guidance raised to $445 million-$475 million from $425 million-$465 million; Adjusted EPS guidance raised to $1.55-$1.70 from $1.50-$1.65
Presort Services revenue fell 5% and Adjusted Segment EBIT fell 44%; SendTech Solutions Adjusted Segment EBIT rose 21%
Board approved a $0.10 quarterly dividend payable September 8, 2026; the company reduced debt by $201 million since the end of Q1 2026
Sonos reported third-quarter fiscal 2026 results with revenue up 9% year over year to $375 million and GAAP net income of $30 million, compared with a loss in the prior-year quarter. GAAP results include $23.2 million of non-recurring tariff refunds, and the release provides no new guidance, which the company says it will give on its earnings call.
Revenue of $375 million, up 9% from $345 million a year earlier
GAAP diluted EPS of $0.25 versus a loss of $0.03; non-GAAP diluted EPS of $0.27, up 52%
Includes $23.2 million of IEEPA tariff refunds, which the company excludes from non-GAAP results
No guidance in the release; company will provide guidance on its July 29, 2026 call at 4:30 p.m. Eastern Time
Fortinet reported second-quarter 2026 revenue of $2.05 billion, up 26% from $1.63 billion a year earlier, and GAAP diluted earnings of $0.82 per share, up from $0.57. The company raised its 2026 revenue growth guidance to 19% year over year, with full-year revenue now expected between $8.020 billion and $8.180 billion.
Q2 2026 revenue $2.05 billion, up 26% year over year; product revenue $773 million, up 52%
GAAP diluted EPS $0.82 vs. $0.57 a year earlier; non-GAAP diluted EPS $0.90
Full-year 2026 revenue guidance range $8.020 billion to $8.180 billion; third-quarter revenue guidance $2.010 billion to $2.100 billion
Free cash flow of $966 million in the quarter, compared with $284 million a year earlier
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