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).
Standex reported fiscal fourth-quarter 2026 net sales of $228.3 million, up 2.8% from a year earlier, with organic growth of 7.7% and adjusted diluted EPS of $2.45, up 7.4%. The company also gave a fiscal 2027 outlook calling for mid-to-high single-digit sales growth, and said Chief Legal Officer Alan Glass will retire.
Q4 FY26 net sales $228.3 million, up 2.8% year on year; organic growth 7.7%
Diluted GAAP EPS $1.69 vs. $1.23 a year earlier; adjusted diluted EPS $2.45 vs. $2.28
FY27 outlook: mid-to-high single-digit sales growth and continued adjusted operating margin expansion
Alan Glass, Chief Legal Officer & Secretary, to retire; full-time through September 30, 2026, then reduced schedule until January 4, 2027
Ares Management reported second-quarter 2026 results on July 31, 2026, with GAAP net income attributable to the company of $150.6 million, up from $137.1 million a year earlier. The company also declared a quarterly dividend of $1.35 per Class A share, payable September 30, 2026, which shareholders of record on September 16, 2026 will receive.
GAAP net income attributable to Ares was $150.6 million, or $0.49 per share, compared with $137.1 million, or $0.46 per share, in the second quarter of 2025.
After-tax realized income was $467.6 million, or $1.29 per share, up 27% from $367.9 million in the prior-year quarter.
Fee related earnings were $491.1 million, up 20% year over year, and the company raised $36.4 billion of new capital.
The quarterly dividend is $1.35 per Class A and non-voting common share, payable September 30, 2026 to holders of record on September 16, 2026.
Bain Capital Specialty Finance amended its senior secured revolving credit agreement, extending both the revolver availability period and the scheduled maturity date and increasing the total facility amount. The filing says other terms of the credit agreement were materially unchanged, and the company's ability to borrow under the revolver is extended further into the future.
Total facility amount increased from $855 million to $905 million
Revolver availability period extended from May 19, 2028 to July 26, 2030
Scheduled maturity date extended from May 18, 2029 to July 28, 2031
OceanFirst Financial reported a net loss of $3.0 million, or $0.04 per diluted share, for the quarter ended June 30, 2026, compared with net income available to common stockholders of $16.2 million, or $0.28 per share, a year earlier. The company said the loss reflects $42.8 million of non-recurring merger-related expenses tied to its June 1, 2026 acquisition of Flushing Financial Corporation, while core earnings rose to $30.5 million, or $0.43 per diluted share, from $17.7 million, or $0.31, a year earlier.
Q2 2026 net loss of $3.0 million, or $0.04 per diluted share, versus net income available to common stockholders of $16.2 million, or $0.28, in Q2 2025
Core earnings of $30.5 million, or $0.43 per diluted share, up from $17.7 million, or $0.31, in the prior year quarter
Flushing Financial acquisition completed June 1, 2026, adding $8.69 billion to total assets and 30 retail branches
Board declared a regular quarterly cash dividend of $0.20 per share, payable August 21, 2026, to holders of record on August 10, 2026
Southern California Edison furnished a July 30, 2026 business update presentation, to be used in meetings with investors and analysts and posted on edisoninvestor.com. The deck restates a $38 billion to $41 billion electric infrastructure investment opportunity for 2026 through 2030, and reports wildfire mitigation progress and the state's SB 254 wildfire funding changes, including an estimated SCE share of $145 million per year starting in 2029.
Electric infrastructure investment opportunity of $38 billion to $41 billion from 2026 through 2030, with a ~7% 2025-2030 rate base CAGR.
As of June 30, 2026, 7,170+ miles of covered conductor installed and ~90% visual coverage of the High Fire Risk Area; up to ~970 miles of remaining planned hardening to be completed through 2028 under the approved GRC.
SB 254 (signed September 19, 2025): SCE share of the new Continuation Account is 47.85%, about $145 million per year starting in 2029; SCE's share of the $6 billion securitization is ~$2.9 billion.
The Eaton Fire slide states SCE is currently unable to estimate potential losses.
J.W. Mays, Inc. entered a transition agreement with CFO Ward Lyke, who will remain as Vice President, Chief Financial Officer, and Treasurer until September 25, 2026, then resign. The company said his departure is not related to any disagreement, and Controller Kevin Guptar will become Principal Financial Officer and Principal Accounting Officer upon Lyke's separation.
Ward Lyke's separation date is September 25, 2026; his base salary continues at $316,000 until then.
Lyke may receive six weeks of base salary as separation benefits, conditioned on signing a release.
Kevin Guptar, the current Controller, becomes Principal Financial Officer and Principal Accounting Officer effective immediately upon Lyke's separation.
Alliant Energy reported second-quarter 2026 GAAP earnings of $0.65 per diluted share, down from $0.68 a year earlier, with quarterly net income of $170 million versus $174 million. For the six months, GAAP EPS rose to $1.52 from $1.50, and the company reaffirmed its 2026 ongoing EPS guidance of $3.36 to $3.46, saying results are trending in the upper half of that range.
Q2 2026 GAAP EPS of $0.65 vs. $0.68 in Q2 2025; quarterly net income of $170 million vs. $174 million
Six-month GAAP EPS of $1.52 vs. $1.50; non-GAAP EPS of $1.47 excludes a $0.05 state income tax apportionment benefit
Q2 total revenues of $971 million vs. $961 million a year earlier
2026 ongoing EPS guidance reaffirmed at $3.36 to $3.46; earnings currently trending in the upper half of the range
Hanmi Financial Corporation sold $55.0 million of 6.50% fixed-to-floating subordinated notes due 2036 in a private placement on July 30, 2026. The company plans to use the proceeds, along with general corporate funds, to redeem its $110.0 million of 3.75% subordinated notes due 2031, and the notes are intended to count as holding company Tier 2 capital. For shareholders, the filing shows a financing that replaces higher-cost 2031 debt with a smaller issue, and it does not include new earnings or guidance.
$55.0 million of 6.50% subordinated notes due July 31, 2036 issued to qualified institutional buyers and institutional accredited investors
Notes fixed at 6.50% until July 31, 2031, then float at Three-Month Term SOFR plus 234 basis points
Company gave notice to redeem all $110.0 million of 3.75% notes due 2031 at par plus accrued interest, expected on or about September 1, 2026
Notes are intended to qualify as Tier 2 capital at the holding company level; cannot be redeemed before the fifth anniversary of issuance
Columbia Financial, Inc. (CLBK) reported second-quarter 2026 net income of $14.5 million, or $0.14 per share, up from $12.3 million, or $0.12 per share, a year earlier, and announced a quarterly cash dividend of $0.05 per share. The company said net interest margin expansion drove the higher core net income, partly offset by merger-related costs and a higher tax rate. The filing states that the Northfield Bancorp acquisition and second-step conversion were completed in July 2026, after the June 30 quarter-end, so the reported results do not include Northfield.
Q2 2026 net income $14.5 million ($0.14 per share) vs. $12.3 million ($0.12 per share) in Q2 2025; core net income $15.1 million ($0.15 per share)
Net interest margin 2.44% in Q2 2026, up 25 basis points from 2.19% a year earlier
Quarterly cash dividend of $0.05 per share, payable August 26, 2026, to holders of record as of August 12, 2026
Non-performing loans rose to $43.0 million at June 30, 2026, from $38.0 million at December 31, 2025
The trust replaced its previous sub-adviser, Octagon Credit Investors, with King Street's Rockford Tower unit under an interim agreement effective July 30, 2026, while a shareholder vote on a permanent agreement was adjourned to August 6, 2026. The adviser, investment objective, and 1.70% advisory fee are unchanged, and the new sub-adviser's fee is 52% of that advisory fee.
Special Meeting to approve the New Sub-Advisory Agreement adjourned to August 6, 2026 to solicit more proxies
Interim Sub-Advisory Agreement with Rockford Tower Asset Management effective July 30, 2026, replacing Octagon Credit Investors
Sub-advisory fee set at 52% of the 1.70% annual advisory fee; reimbursable expenses capped at 0.07% per annum of average daily net assets
Mr. Young Choi became lead portfolio manager and Mr. Terry Ing became a portfolio manager
Forum Energy Technologies reported second quarter 2026 revenue of $226 million, up from $200 million a year earlier, and net income of $12 million, or $1.05 per diluted share, compared with $7.7 million, or $0.61, in the second quarter of 2025. The company raised all of its full year 2026 guidance metrics, including revenue of $870 million to $910 million, which signals stronger expected results for shareholders.
Q2 2026 revenue was $226 million versus $200 million in Q2 2025; orders were $236 million with a 104% book-to-bill ratio
Diluted EPS was $1.05 versus $0.61 a year earlier; adjusted diluted EPS was $1.16 versus a loss of $0.10
Full year 2026 guidance: revenue $870 million to $910 million, adjusted EBITDA $115 million to $125 million, free cash flow $57 million to $77 million
Third quarter 2026 revenue guidance is $225 million to $245 million; net leverage ratio was 1.1 times at June 30, 2026
AptarGroup reported second quarter 2026 reported sales up 6% to $1.03 billion, the first quarter above $1 billion, but reported diluted EPS fell to $1.36 from $1.67 a year earlier, and adjusted EPS fell to $1.42 from $1.68. The company expects third quarter adjusted EPS of $1.45 to $1.53, and CEO Stephan Tanda will hand over to Gael Touya on September 1, 2026.
Reported sales rose 6% to $1.03 billion; core sales rose 1%.
Reported diluted EPS was $1.36 versus $1.67; adjusted EPS was $1.42 versus $1.68.
Adjusted EBITDA margin was 20.7% versus 22.6% in the prior year quarter.
Q3 2026 adjusted EPS guidance is $1.45 to $1.53; Gael Touya becomes CEO on September 1, 2026.
Franklin Resources entered into a Second Amended and Restated Credit Agreement with Bank of America as administrative agent, replacing its existing $1.5 billion revolving credit agreement. The new five-year facility extends maturity to July 30, 2031, and allows an optional increase of up to $500 million; $700 million was outstanding at closing. The filing describes this as a refinancing and extension of existing borrowing capacity rather than a new source of cash beyond the amounts already drawn.
New five-year revolving credit facility with $1.5 billion of commitments, maturing July 30, 2031, with an option to increase by up to $500 million
$700 million outstanding under the facility as of July 30, 2026, rolled over from the terminated Original Credit Agreement, which was scheduled to mature April 30, 2030
Covenant requires a consolidated net leverage ratio of no greater than 3.25 to 1.00, tested quarterly
Soulpower Acquisition Corp. and SWB Holdings said the Virgin Islands Commercial Division court granted, on July 23, 2026, permission for the joint liquidators of Bank of Asia (BVI) Limited to sell certain assets to SWB LLC. The approval satisfies one of the conditions of the November 6, 2025 Asset Sale Agreement, but the filing says other conditions remain outstanding and SWB still needs a banking licence and deposit protection approval before it can engage in banking activities.
On July 23, 2026, the High Court granted the joint liquidators permission to sell certain Bank of Asia (BVI) Limited assets to SWB LLC or its affiliate, successor or designee.
Other Asset Sale Agreement conditions remain outstanding; SWB has submitted a banking licence application to the British Virgin Islands Financial Services Commission, which is under review.
The proposed business combination remains subject to closing conditions, including approval by Soulpower shareholders, and Pubco intends to file a Form S-4 registration statement.
Tucows amended its credit agreement, extending most lender commitments from September 22, 2027 to July 27, 2029, and approved financing for its Ting Fiber investment and a data centre purchase. Under a separate Unit Purchase and Exit Agreement, Tucows acquired the Series A Preferred Units of Ting Fiber, LLC held by the Preferred Member for $3 million and made a $5 million loan, resolving a previously disclosed Return Breach and Trigger Event.
Credit agreement maturity extended from September 22, 2027 to July 27, 2029, except one syndicate member with a $27.5 million commitment that Tucows is working to replace
Covenants remain substantially the same: maximum 3.75x Total Funded Debt / Adjusted EBITDA and minimum 3.0x interest coverage
Tucows paid $3 million for the Preferred Member's units and made a $5 million loan to Ting Fiber, LLC; the units, carried at about $150 million including cumulative dividends, were cancelled
Separate agreement to acquire a data centre asset from Ting Fiber for about $6 million, used mainly by Tucows Domains and Wavelo
Meridian Corporation reported second-quarter 2026 net income of $5.8 million, or $0.48 per diluted share, up from $2.0 million, or $0.17, in the first quarter but slightly below $0.49 a year earlier. Provision for credit losses fell to $3.0 million from $7.5 million, while non-performing loans rose $23.4 million to $82.1 million. The board also declared a $0.14 quarterly dividend per common share.
Net income was $5.8 million, or $0.48 per diluted share, versus $2.0 million, or $0.17, in the first quarter of 2026 and $5.6 million, or $0.49, in the second quarter of 2025.
Net interest margin was 3.69%, down from 3.82% in the first quarter of 2026; net interest income was $22.8 million versus $23.2 million.
Non-performing loans rose to $82.1 million at June 30, 2026, from $58.7 million at March 31, 2026.
The board declared a $0.14 quarterly cash dividend, payable August 17, 2026, to shareholders of record as of August 10, 2026.
Federated Hermes reported second quarter 2026 diluted EPS of $1.38, up from $1.16 a year earlier, on net income of $104.3 million versus $91.0 million. Total revenue rose 18% to $502.8 million, while operating expenses rose 20% to $369.9 million, and total managed assets reached a record $911.6 billion at June 30, 2026. Shareholders also received a declared dividend of $0.38 per share, up from $0.34 a year earlier.
Q2 2026 diluted EPS was $1.38 versus $1.16 in Q2 2025; net income was $104.3 million versus $91.0 million.
Total revenue was $502.8 million, up 18% from $424.8 million; operating expenses rose 20% to $369.9 million.
Total managed assets were a record $911.6 billion at June 30, 2026, up 8% from a year earlier, including $3.2 billion of alternative assets acquired through the FCP Fund Manager, L.P. transaction.
The board declared a $0.38 per share dividend payable Aug 14, 2026 to holders of record as of Aug 7, 2026; the company bought back $58.9 million of Class B common stock in Q2 2026.
Minerals Technologies reported a second-quarter 2026 net loss attributable to the company of $183.6 million, or $5.90 per share, after a $290 million charge to increase its reserve for talc-related claims and the Chapter 11 cases of subsidiary BMI OldCo Inc. Net sales rose 4% to $548 million, and earnings per share excluding special items rose 3% to $1.60. The charge drives the GAAP loss, while the company says it is on track for mid-single digit sales growth for the full year.
Net sales were $548 million, up 4% from the prior year; first-half sales were $1.1 billion, up 7%.
Loss per share was $5.90, compared with earnings of $1.44 per share a year earlier; excluding special items, EPS was $1.60, up 3% from $1.55.
A $290 million charge increased the reserve for talc-related claims and the Chapter 11 cases of BMI OldCo Inc.
Adjusted net leverage was 1.6x; Investor Day is scheduled for September 22, 2026.
Allegiant Travel disclosed three financing arrangements tied to its aircraft fleet. A $231.0 million PDP facility from Runway Seven Lender LLC, guaranteed by the company, is undrawn and matures March 31, 2028, and a separate $177.5 million Airbus-secured credit facility is also undrawn. In July 2026 the company drew $132.0 million on a $176.0 million Boeing 737 MAX facility, which is now fully drawn, so its debt obligations are rising as aircraft are delivered.
July 27, 2026: amendment to PDP facility with Runway Seven Lender LLC, $231.0 million commitment for Boeing pre-delivery payments, maturing March 31, 2028, undrawn
July 24, 2026: credit facility of up to $177.5 million secured by certain Airbus aircraft, undrawn, with quarterly amortizing payments beginning July 2027 over five to six years
July 2026: borrowed $132.0 million under a previously reported $176.0 million facility secured by Boeing 737-MAX aircraft, now fully drawn, with 10-year terms
North European Oil Royalty Trust announced a distribution of $0.26 per unit for the third quarter of fiscal 2026, the same as a year earlier and up from $0.22 in the second quarter of fiscal 2026. The filing says the cumulative 12-month distribution is $1.01 per unit, which the Trust states is 47.5%, or $0.49 per unit, higher than the prior 12-month distribution of $0.52 per unit.
Q3 fiscal 2026 distribution: $0.26 per unit, same as Q3 fiscal 2025 and up from $0.22 in Q2 fiscal 2026
Payable August 31, 2026 to unit owners of record on August 17, 2026
Cumulative 12-month distribution: $1.01 per unit, compared with $0.52 per unit for the prior 12 months
Corteva reported second-quarter 2026 net sales of $6.38 billion, down 1% from a year earlier, and GAAP earnings per share from continuing operations of $1.81, down 10%. Non-GAAP operating EBITDA rose 4% to $2.26 billion and operating EPS rose 5% to $2.30, and the company raised its full-year 2026 guidance to operating EBITDA of $4.1 billion to $4.3 billion and operating EPS of $3.60 to $3.80 per share.
Q2 2026 net sales were $6.38 billion, down 1%; organic sales fell 2%
GAAP EPS from continuing operations was $1.81 versus $2.02 in the year-earlier quarter; GAAP income from continuing operations after taxes was $1.22 billion
Full-year 2026 operating EBITDA guidance is $4.1 billion to $4.3 billion; operating EPS guidance is $3.60 to $3.80 per share
The planned separation remains on track for an October 1, 2026 spin-off of Vylor, with an Investor Day on September 15, 2026
Aqua Metals reported a second-quarter 2026 net loss of $4.5 million, or $1.31 per share, compared with a net loss of $6.8 million, or $7.44 per share, a year earlier. The statements of operations show no revenue line, and cash and cash equivalents fell to $4.7 million at June 30, 2026, from $10.8 million at December 31, 2025. The company said it expects to announce its selected Headwaters ARC development path during the current quarter, subject to financing, diligence and approvals.
Net loss of $4.5 million ($1.31 per share) for the quarter ended June 30, 2026, versus $6.8 million ($7.44 per share) in the same quarter of 2025.
Cash and cash equivalents of $4.7 million at June 30, 2026, down from $10.8 million at December 31, 2025.
Provision for credit losses of $2.1 million in the quarter, compared with none in the second quarter of 2025.
Company expects to announce its selected Headwaters ARC development path during the current quarter, subject to diligence, financing and approvals.
Cavco Industries reported fiscal first-quarter 2027 results for the quarter ended June 27, 2026. Net revenue rose 9.5% to $610 million, but net income fell 18.1% to $42.3 million and diluted earnings per share fell to $5.43 from $6.42. For shareholders, higher sales came with lower profit in the quarter, as factory-built housing gross margin narrowed to 20.8% from 22.6%.
Net revenue was $610 million, up $53 million or 9.5% from $557 million a year earlier.
Net income was $42.3 million, down 18.1% from $51.6 million; diluted EPS was $5.43 versus $6.42.
Factory-built housing gross profit as a percentage of net revenue was 20.8%, compared with 22.6% a year earlier.
Backlog was $298 million at quarter end, up from $195 million a year earlier; about $188 million remains available for repurchases.
Atlantic Union Bankshares completed an underwritten public offering of $250 million in 6.25% fixed-to-floating rate subordinated notes due August 1, 2036, on July 30, 2026. The notes are unsecured subordinated debt that pays 6.25% fixed until August 1, 2031, then a floating rate tied to SOFR plus 213 basis points.
Offering size: $250 million aggregate principal amount of 6.25% Fixed-to-Floating Rate Subordinated Notes due 2036
Fixed 6.25% coupon, paid semi-annually, from July 30, 2026 to August 1, 2031; floating rate of Three-Month Term SOFR plus 213 basis points thereafter, paid quarterly
Company may redeem at par plus accrued interest on or after August 1, 2031, or earlier under specified tax, regulatory capital or investment company events
MSA Safety reported second-quarter 2026 results for the quarter ended June 30, 2026. Net sales rose 6% to $503 million, and GAAP diluted EPS rose 40% to $2.23, while adjusted diluted EPS rose 24% to $2.40. The company said its full-year sales outlook includes low-double-digit total revenue growth, and it noted that the Autronica Fire and Security acquisition closed in July.
Net sales of $503.3 million, up 6% from $474.1 million a year earlier; organic sales rose 3%
GAAP net income of $86.2 million, or $2.23 per diluted share, up 40%; adjusted diluted EPS of $2.40, up 24%
Free cash flow of $82.7 million, versus $37.9 million in the second quarter of 2025
Full-year outlook includes low-double-digit total revenue growth; net leverage was 0.8x at quarter end
Quaker Houghton reported second-quarter 2026 net sales of $532.6 million, up 10% from a year earlier, and net income of $26.8 million, or $1.55 per diluted share, compared with a net loss in the prior-year quarter that included $88.8 million of impairment charges. Management said it expects meaningful revenue and adjusted EBITDA growth in 2026 and announced a new $250 million share repurchase program.
Net sales of $532.6 million, up 10% year over year; sales volumes rose 7%
GAAP earnings of $1.55 per diluted share versus a loss of $3.78 a year earlier; non-GAAP EPS of $2.19 versus $1.71
Adjusted EBITDA of $85.2 million, up 13% year over year
New $250 million share repurchase program; no numeric 2026 guidance given, only expected meaningful growth in revenue and adjusted EBITDA
Home Federal Bancorp, Inc. of Louisiana reported net income of $6.174 million for the year ended June 30, 2026, up from $3.888 million a year earlier, and described it as the highest annual earnings in the company's history. Diluted earnings per share rose to $2.02 from $1.26, and book value per share rose to $19.31 from $17.90, which matters to shareholders because it reflects higher profit per share and a larger equity base. The results were furnished in a press release dated July 30, 2026, filed as Exhibit 99.1.
Year ended June 30, 2026: net income $6.174 million vs $3.888 million; diluted EPS $2.02 vs $1.26
Three months ended June 30, 2026: net income $1.428 million vs $1.181 million; diluted EPS $0.46 vs $0.38
Net interest margin 3.72% for the year vs 3.23%; total assets $643.330 million at June 30, 2026
Non-performing assets $3.649 million at June 30, 2026, vs $3.305 million a year earlier; provision for credit losses $594,000 for the year vs a recovery of $126,000
Mettler-Toledo reported second-quarter 2026 sales of $1.027 billion, up 4% from a year earlier, and diluted EPS of $11.55 versus $9.76. Adjusted EPS was $11.46, up 14%, and the company raised its full-year 2026 adjusted EPS forecast to $47.15-$47.50 from $46.30-$46.95. Results include a one-time net tariff refund benefit that management excludes from its non-GAAP figures.
Q2 2026 reported sales rose 4% to $1.027 billion; local currency sales rose 6% excluding a one-time tariff refund to customers.
Diluted EPS was $11.55 (up from $9.76); adjusted EPS was $11.46 (up 14% from $10.09).
Full-year 2026 adjusted EPS forecast raised to $47.15-$47.50 from $46.30-$46.95; Q3 adjusted EPS forecast is $12.00-$12.15.
Non-GAAP results exclude a one-time $52 million IEEPA tariff refund benefit to cost of sales and a related $28 million refund to customers that reduced net sales.
Ameren reported second quarter 2026 net income attributable to common shareholders of $314 million, or $1.13 per diluted share, up from $275 million, or $1.01 per diluted share, a year earlier. Total operating revenues fell to $2.09 billion from $2.22 billion, and the company reaffirmed its 2026 earnings guidance range of $5.25 to $5.45 per diluted share.
Q2 2026 diluted EPS of $1.13 vs. $1.01 in Q2 2025; net income attributable to common shareholders of $314 million vs. $275 million
Total operating revenues of $2.09 billion vs. $2.22 billion in Q2 2025; six-month revenues of $4.27 billion vs. $4.32 billion
Six-month diluted EPS of $2.41 vs. $2.08 in the prior-year period; 2026 earnings guidance of $5.25 to $5.45 per diluted share reaffirmed
Analyst conference call scheduled for 9 a.m. Central Time on Friday, July 31, 2026
DXC Technology said Chris Drumgoole will resign as President, Global Infrastructure Services, effective July 30, 2026, and appointed Paul J. Taylor as President, DXC, effective August 10, 2026. Taylor will lead the company's global operating business, which the press release describes as an approximately $13 billion business, and Dan Gray will become President of Global Infrastructure Services. The filing reports no financial results and no separation arrangements for Drumgoole.
Chris Drumgoole resigns as President, Global Infrastructure Services, effective July 30, 2026, with no disagreement cited and no separation arrangements
Paul J. Taylor appointed President, DXC effective August 10, 2026, with a $1,000,000 U.S. dollar base salary and a one-time inducement equity award with a grant-date value of $3.75 million
Dan Gray named President of Global Infrastructure Services; Drumgoole joins a newly formed CEO Advisory Council
Apple reported fiscal third-quarter 2026 revenue of $109.4 billion, up 16% from a year earlier, and diluted earnings per share of $2.02, up 29%. The company said both were June-quarter records, and that results included a favorable impact from tariff refunds of about 2 percentage points on gross margin and $0.11 on EPS. The board also declared a quarterly dividend of $0.27 per share.
Revenue of $109.4 billion, up 16% year over year; iPhone, Mac and Services set June-quarter records
Diluted EPS of $2.02, up 29%, including a $0.11 favorable impact from tariff refunds
Gross margin of 50.1%, including a favorable impact of approximately 2 percentage points from tariff refunds
Quarterly dividend of $0.27 per share, payable August 13, 2026, to holders of record as of August 10, 2026
MasTec reported second quarter 2026 revenue of $4.4 billion, up 23% year over year, with GAAP diluted EPS of $1.65 and adjusted diluted EPS of $2.22, up 51% and 49%. The company raised its full-year 2026 adjusted diluted EPS guidance to $9.30 and set GAAP diluted EPS guidance at $6.20, which matters to shareholders because it signals higher expected profit for the year.
Q2 2026 revenue of $4.37 billion, up 23.4% year over year; GAAP net income of $146 million, up 61.7%
Full-year 2026 adjusted diluted EPS guidance raised to $9.30; GAAP diluted EPS guidance of $6.20; third-quarter revenue estimate of $4.93 billion
18-month backlog of $21.4 billion at June 30, 2026, up $4.9 billion year over year and $1.1 billion from the prior quarter
Board appointed Alexander Benjamin Spiro as a Class III director effective July 24, 2026, expanding the board from nine to ten members
Camden Property Trust reported second-quarter 2026 diluted EPS of $0.18, down from $0.74 a year earlier, while Core FFO was $1.68 versus $1.70. The company raised its 2026 EPS guidance midpoint to $9.93 from $9.27, a change the filing says is adjusted for the anticipated gain on the California portfolio sale, and left its 2026 Core FFO guidance midpoint unchanged at $6.75.
Q2 2026 diluted EPS was $0.18 versus $0.74 in Q2 2025; Core FFO per diluted share was $1.68 versus $1.70.
2026 EPS guidance midpoint is $9.93, up from $9.27; 2026 Core FFO guidance midpoint is $6.75, unchanged.
On July 29, 2026, the company sold 11 California communities with 3,620 apartment homes for about $1.625 billion.
The company agreed to pay $53.0 million into a class action settlement fund and issued a $350 million unsecured term loan after quarter end.
Vail Resorts appointed William Hornbuckle, CEO and President of MGM Resorts International, as a director on July 29, 2026, effective August 3, 2026. The Board expanded from nine to ten members to make room for him. As a non-employee director, he will receive the company's standard director compensation, and the filing reports no related party transactions.
Board appointment made July 29, 2026, effective August 3, 2026; Board size increased from nine to ten members
Hornbuckle, age 68, has been CEO, President and a director of MGM Resorts International since July 2020
No arrangements or understandings tied to his appointment, and no related party transactions requiring disclosure
Company press release dated July 30, 2026 is filed as Exhibit 99.1
Asure Software reported second-quarter 2026 revenue of $37.1 million, up 23% from $30.1 million a year earlier, with recurring revenue up 19% to $34.0 million. The net loss narrowed to $4.4 million from $6.1 million, and the company issued revenue guidance of $38.0 million to $40.0 million for the third quarter and $159.0 million to $163.0 million for full-year 2026.
Q2 2026 revenue of $37.1 million, up 23% from $30.1 million; recurring revenue of $34.0 million, up 19%
Net loss of $4.4 million versus $6.1 million a year earlier; adjusted EBITDA of $7.7 million versus $5.2 million
Q3 2026 revenue guidance of $38.0 million to $40.0 million; full-year 2026 revenue guidance of $159.0 million to $163.0 million
Expanded partnership with FRPG Restaurant Rewards, whose network spans 20 states and 3,000 members
Carpenter Technology reported fiscal fourth quarter 2026 operating income of $206.9 million, up from $151.4 million a year earlier, and diluted earnings per share of $3.23, up from $2.21. For fiscal 2027, the company expects operating income of $850 million to $880 million and adjusted free cash flow of $400 million to $430 million, and it set a fiscal 2029 operating income target of $1.2 billion to $1.3 billion.
Q4 fiscal 2026 net sales were $851.0 million, up from $755.6 million, and diluted EPS was $3.23 versus $2.21.
Fiscal 2026 operating income was $702.0 million, up from $521.8 million, and diluted EPS was $10.52 versus $7.42.
Fiscal 2027 outlook: operating income of $850 million to $880 million and adjusted free cash flow of $400 million to $430 million.
Q4 share repurchases totaled $45.2 million; $119.0 million remained available under the $400.0 million program as of June 30, 2026.
Cousins Properties reported second-quarter 2026 net income available to common stockholders of $26.2 million, or $0.16 per share, up from $14.5 million a year earlier, mainly due to a gain on the sale of an investment property. Funds from operations (FFO) rose to $124.6 million, or $0.75 per share, and the company raised its 2026 net income and FFO per share guidance, which matters to shareholders because it signals higher expected earnings for the year, though first-half net income fell sharply due to an impairment charge.
Q2 2026 net income available to common stockholders was $26.2 million, or $0.16 per share, compared with $14.5 million, or $0.09 per share, in Q2 2025.
Q2 2026 FFO was $124.6 million, or $0.75 per share, compared with $117.5 million, or $0.70 per share, in Q2 2025.
2026 FFO guidance is now $2.92 to $2.98 per share, up from $2.90 to $2.98; net income guidance is $0.08 to $0.14 per share, up from $0.02 to $0.10.
Six-month 2026 net income available to common stockholders fell to $1.3 million, or $0.01 per share, from $35.4 million, mainly due to a $36.6 million operating property impairment.
Pathfinder Bancorp reported second quarter 2026 net income attributable to common shareholders of $2.7 million, or $0.42 per diluted share, up from $2.4 million, or $0.38, in the first quarter of 2026 and $31,000 in the second quarter of 2025. Net interest income rose from the first quarter, and the company recorded a $155,000 provision benefit, while net charge-offs increased to $1.9 million. The board also declared a $0.10 per share quarterly cash dividend, payable August 7, 2026.
Net income attributable to common shareholders was $2.7 million, or $0.42 per diluted share, versus $2.4 million, or $0.38, in Q1 2026 and $31,000, or less than $0.01, in Q2 2025.
Net interest income was $10.5 million, up from $10.3 million in Q1 2026 but down from $10.8 million in Q2 2025; net interest margin was 3.08%, compared with 3.10% in Q1 2026.
Net charge-offs were $1.9 million, including a $1.6 million charge-off of one commercial loan, compared with $284,000 in Q1 2026; the allowance for credit losses was $26.9 million, or 3.03% of total loans.
Quarterly cash dividend of $0.10 per share is payable August 7, 2026, to shareholders registered by July 17, 2026.
Live Nation reported second-quarter 2026 revenue of $7.7 billion, up 9%, and Q2 diluted earnings per share of $1.05, compared with $0.41 a year earlier. Results for the six months were weaker: operating income fell 75% to $151.4 million, mainly reflecting a $450 million governmental investigations and litigation charge, and the company reported a six-month net loss attributable to common stockholders. Management said it remains on track for double-digit adjusted operating income growth in 2026.
Q2 2026 revenue was $7.7 billion, up 9%, and adjusted operating income was $817 million, up 2%.
Concerts adjusted operating income fell 14% to $310 million, while Ticketmaster adjusted operating income rose 14% to $331 million.
Six-month operating income was $151.4 million, down from $601.4 million, and includes a $450 million governmental investigations and litigation item.
Full-year 2026 capital expenditures are now projected at $1.1 billion, toward the lower end of the initial range.
Erie Indemnity reported second-quarter 2026 net income of $180.3 million, or $3.45 per diluted share, up from $174.7 million, or $3.34 per diluted share, a year earlier. Operating income before taxes rose $5.0 million, or 2.5 percent, and first-half net income also increased. The board also approved a quarterly Class A dividend of $1.4625 per share, payable October 20, 2026, compared with $1.365 per share declared in the second quarter of 2025.
Q2 2026 net income was $180.3 million, or $3.45 per diluted share, versus $174.7 million, or $3.34, in Q2 2025.
First-half 2026 net income was $330.8 million, or $6.32 per diluted share, versus $313.1 million, or $5.99, in the first half of 2025.
Operating income before taxes rose 2.5 percent in Q2 2026, with management fee revenue for policy issuance and renewal services up $39.0 million, or 4.7 percent.
Dividend No. 385 of $1.4625 per Class A share has a record date of October 5, 2026 and a payable date of October 20, 2026.
Eversource reported second-quarter 2026 GAAP earnings of $53.7 million, or $0.14 per share, down from $352.7 million, or $0.96 per share, a year earlier, after non-cash charges tied to its offshore wind contingent liability and the Aquarion water sale. Non-GAAP recurring earnings were $0.87 per share, and the company reaffirmed its 2026 non-GAAP recurring EPS guidance of $4.57 to $4.72, so shareholders face a sharp GAAP decline while the company's outlook is unchanged.
Q2 2026 GAAP net income attributable to common shareholders was $53.7 million, or $0.14 per share, versus $352.7 million, or $0.96 per share, in Q2 2025.
Q2 2026 charges included a $164.0 million after-tax offshore wind contingent liability increase and a $111.4 million after-tax Aquarion sale charge.
Q2 2026 operating revenues were $2.90 billion, up from $2.84 billion in Q2 2025; non-GAAP recurring EPS was $0.87.
2026 non-GAAP recurring EPS guidance of $4.57 to $4.72 was reaffirmed, including the impact of the March 2026 FERC transmission ROE reduction from 10.57% to 9.57%.
DXC Technology reported first quarter fiscal 2027 results, with revenue of $3.00 billion down 5.1% year over year and non-GAAP diluted EPS of $0.40, down 41.2%. GAAP diluted EPS was $0.73, helped by a $214 million litigation judgment gain, and the company maintained its full-year revenue and non-GAAP EPS guidance while raising its free cash flow outlook to about $685 million.
Revenue was $3.00 billion, down 5.1% year over year and down 6.7% on an organic basis; adjusted EBIT was $150 million, down 30.6%
GAAP diluted EPS was $0.73, while non-GAAP diluted EPS was $0.40, down 41.2% year over year
Full-year fiscal 2027 guidance maintained: revenue of $12.10 billion to $12.35 billion and non-GAAP diluted EPS of $2.40 to $2.90
Free cash flow guidance raised to about $685 million from about $600 million, which the company says reflects litigation-related matters
Arthur J. Gallagher & Co. reported second quarter 2026 results on July 30, 2026. Revenues before reimbursements rose to $3.96 billion from $3.18 billion, but reported net earnings fell to $324 million from $368 million and reported diluted EPS fell to $1.25 from $1.40, while adjusted diluted EPS rose to $2.84 from $2.30. Shareholders face a wide gap between reported and adjusted results, driven by company-defined adjustments such as $505 million of pretax Brokerage segment adjustments.
Revenues before reimbursements: $3,955 million in Q2 2026 vs. $3,179 million in Q2 2025
Diluted EPS: $1.25 reported vs. $1.40 a year earlier; $2.84 adjusted vs. $2.30
Q2 2026 pretax adjustments: $505 million Brokerage, $12 million Risk Management, $33 million Corporate
In Q2 2026 the company repurchased about 0.9 million shares for about $170 million
Veracyte reported second-quarter 2026 total revenue of $150.3 million, up 15% from a year earlier, and GAAP net income of $25.5 million, or $0.31 per diluted share, compared with a net loss of $980,000 a year earlier. The company raised its 2026 total revenue guidance to $590 million to $596 million, which signals stronger expected growth for shareholders.
Total revenue rose 15% to $150.3 million; testing revenue rose 19% to $145.7 million
GAAP net income was $25.5 million, or $0.31 per diluted share, versus a net loss of $980,000 in Q2 2025
2026 total revenue guidance raised to $590 million to $596 million from $582 million to $592 million
Cash, cash equivalents and short-term investments totaled $485.2 million as of June 30, 2026
On July 22, 2026, B&R Technology Merger Corp. completed its initial public offering of 32,500,000 units at $10.00 per unit, generating $325 million in gross proceeds. The full $325 million was placed in a U.S.-based trust account held by Continental Stock Transfer & Trust Company, and the company has 24 months from the IPO closing (or 27 months if it signs a definitive agreement in that period) to complete an initial business combination, or it must redeem the public shares.
32,500,000 units sold at $10.00 each; each unit includes one Class A ordinary share and one-third of one redeemable warrant exercisable at $11.50 per share
Sponsor bought 687,500 private placement units at $10.00 each, for gross proceeds of $6,875,000
$325,000,000 placed in the trust account with Continental Stock Transfer & Trust Company as trustee
Underwriter holds a 45-day option to buy up to 4,875,000 additional units; it did not exercise the option at closing
Eastman reported second-quarter 2026 sales of $2,513 million, up 10% from $2,287 million a year earlier, with GAAP diluted EPS of $1.59 versus $1.20 and adjusted EPS of $1.97 versus $1.60. The company now expects 2026 operating cash flow to approach $900 million, modestly below its prior expectation of approaching 2025 levels, and projects third-quarter adjusted EPS to approach the $1.97 second-quarter level.
Second-quarter sales rose 10% to $2,513 million; Chemical Intermediates sales rose 39% while Fibers fell 11%
Adjusted EBIT rose to $320 million from $275 million; GAAP EBIT was $311 million versus $222 million
Operating cash flow was $224 million versus $233 million; full-year 2026 operating cash flow now expected to approach $900 million
Company expects third-quarter 2026 adjusted EPS to approach $1.97 and reaffirmed $125 million to $150 million of cost savings
CNO Financial Group reported second quarter 2026 net income of $126 million, or $1.33 per diluted share, up from $91.8 million, or $0.91 per diluted share, a year earlier. The company also raised its full-year 2026 operating earnings per share guidance by 8% at the midpoint, which points to higher expected per-share earnings for shareholders.
Net income was $126 million, or $1.33 per diluted share, versus $91.8 million, or $0.91, in 2Q25.
Net operating income was $120 million, or $1.26 per diluted share, up 45% from $0.87 in 2Q25.
2026 operating EPS guidance raised by 8% at the midpoint from prior guidance.
Repurchased $60.0 million of common stock in 2Q26; authority to repurchase up to an additional $300.4 million remained at June 30, 2026.
Ingersoll Rand reported second-quarter 2026 revenue of $2,049 million, up 9%, and GAAP net income attributable to the company of $257 million, or $0.66 per share, compared with a loss of $115 million a year earlier. The company also updated its full-year 2026 guidance, which calls for adjusted EPS of $3.45 to $3.57, with the company expecting to finish near the high end of that range.
Q2 2026 adjusted EPS of $0.86, up 7% from $0.80 a year earlier; adjusted EBITDA of $520 million, up 2%
Q2 GAAP net income attributable to Ingersoll Rand of $257 million ($0.66 per share) versus a $115 million loss in Q2 2025, which included goodwill and intangible impairments
Full-year 2026 guidance: revenue growth of 4.5% to 6.5%, adjusted EBITDA of $2,130 million to $2,190 million, and adjusted EPS of $3.45 to $3.57
Q2 share repurchases of $240 million and $110 million deployed to M&A, including the Fox s.r.l. acquisition
Mohawk Industries reported second-quarter 2026 net earnings of $196 million, or $3.22 per diluted share, up from $2.34 a year earlier, on net sales of $3.0 billion, up 6.8%. The results included about $0.63 per share from tariff refunds that were not in the company's second-quarter guidance, and the company expects third-quarter adjusted EPS of $2.50 to $2.60, including about $0.12 from additional tariff refunds.
Q2 2026 net earnings were $196 million and diluted EPS was $3.22, versus $147 million and $2.34 in Q2 2025; adjusted diluted EPS was $3.67 versus $2.77.
Q2 net sales were $3.0 billion, up 6.8% as reported and up 5.0% adjusted for constant days and exchange rates.
Q3 2026 adjusted EPS is expected to be $2.50 to $2.60, or $2.38 to $2.48 excluding tariff refunds and one-time charges.
Paul De Cock will succeed Jeff Lorberbaum as CEO effective September 30, 2026, as previously announced on June 11, 2026.
Bank of the James Financial Group reported second-quarter 2026 net income of $3.24 million, or $0.71 per share, up from $2.70 million, or $0.60 per share, a year earlier. First-half net income was $6.01 million, or $1.32 per share, compared with $3.55 million, or $0.78 per share, in the first half of 2025. The board also declared a $0.10 quarterly cash dividend, payable September 4, 2026, to holders of record on August 21, 2026.
Q2 2026 net income $3.24 million vs. $2.70 million in Q2 2025; EPS $0.71 vs. $0.60
First-half 2026 net income $6.01 million, $1.32 per share, vs. $3.55 million and $0.78 a year earlier
Efficiency ratio improved to 67.82% in Q2 2026 from 76.71% in Q2 2025
Quarterly cash dividend of $0.10 per share; record date August 21, 2026; payment date September 4, 2026
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