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).
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
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.
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
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.
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
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.
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
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.
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.
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%.
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
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.
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.
AXT reported second-quarter 2026 revenue of $47.6 million, up from $26.9 million in the first quarter and $18.0 million a year earlier. GAAP net income attributable to AXT was $11.1 million, or $0.17 per diluted share, compared with a net loss of $7.0 million a year earlier, and the company's CEO cited its highest quarterly indium phosphide revenue to date. The filing gives no forward guidance, so shareholders have the reported quarter and the company's qualitative outlook to weigh.
Revenue was $47.6 million for Q2 2026, compared with $26.9 million in Q1 2026 and $18.0 million in Q2 2025.
GAAP gross margin was 44.9% in Q2 2026, compared with 29.6% in Q1 2026 and 8.0% in Q2 2025.
GAAP net income attributable to AXT was $11.1 million, or $0.17 diluted per share, versus a net loss of $7.0 million, or $0.16 per share, in Q2 2025.
Non-GAAP net income was $11.9 million, or $0.19 per share, excluding stock-based compensation.
Dolby reported fiscal third-quarter 2026 total revenue of $305 million, down from $316 million a year earlier, and GAAP diluted EPS of $0.30 versus $0.48. For shareholders, lower revenue and profit were reported alongside a $350 million increase in the stock repurchase authorization, to about $427 million, and a $0.36 per share cash dividend.
Total revenue was $305 million vs. $316 million in Q3 fiscal 2025; GAAP net income was $29 million vs. $46 million.
Non-GAAP diluted EPS was $0.69 vs. $0.78 in the year-earlier quarter.
Fourth-quarter fiscal 2026 total revenue is guided to $362 million to $392 million; full-year total revenue to $1.41 billion to $1.44 billion.
Board increased the repurchase program by $350 million to about $427 million; $0.36 dividend payable August 19, 2026.
Penumbra reported second-quarter 2026 revenue of $390.0 million, up 14.9% from a year earlier, but net income fell to $34.8 million from $45.3 million and diluted earnings per share dropped to $0.88 from $1.15. The company will not provide full-year 2026 guidance or hold a earnings call because of its pending acquisition by Boston Scientific Corporation, leaving shareholders without a current outlook.
Q2 2026 revenue was $390.0 million, up 14.9%; thrombectomy rose 12.5% to $259.0 million and embolization and access rose 20.0% to $131.1 million.
Q2 2026 net income was $34.8 million versus $45.3 million a year earlier; the provision for income taxes was $11.4 million compared with $40 thousand.
SG&A included $6.9 million of acquisition-related expenses tied to the pending acquisition by Boston Scientific Corporation, and no full-year 2026 financial guidance will be provided.
Merit Medical reported second-quarter 2026 revenue of $418.8 million, up 10% from a year earlier, and GAAP diluted EPS of $0.65, up from $0.54. The company raised its full-year 2026 revenue guidance to $1.631 billion to $1.643 billion and its non-GAAP EPS guidance to $4.25 to $4.35, both above its April 30, 2026 outlook. Year-to-date operating cash flow and free cash flow both declined, at $110.0 million (down 11%) and $76.6 million (down 14%).
Q2 2026 reported revenue $418.8 million, up 10%; constant currency organic revenue up 9%
GAAP EPS $0.65 vs. $0.54 a year earlier; non-GAAP EPS $1.19, up 18%
2026 revenue guidance raised to $1.631-$1.643 billion; non-GAAP EPS guidance raised to $4.25-$4.35 from $4.01-$4.15
Year-to-date cash flow from operations $110.0 million, down 11%; free cash flow $76.6 million, down 14%
Roblox reported second-quarter 2026 revenue of $1.5 billion, up 36% year over year, and a consolidated net loss of $185 million, narrower than $280 million a year earlier. Bookings grew 8%, at the low end of the company's guidance range, and the company guided third-quarter bookings down 14% to 18% while revenue is expected to rise 4% to 10%; it will issue quarterly guidance only, with no full-year 2026 outlook.
Q2 2026 revenue was $1,469 million, up 36% year over year; bookings grew 8%, at the low end of guidance.
Consolidated net loss was $185 million versus $280 million in Q2 2025; Adjusted EBITDA was $152 million versus $18 million.
Q3 2026 guidance: revenue of $1,413 million to $1,490 million (up 4% to 10%) and bookings down 14% to 18% year over year.
Company will provide quarterly guidance only and no full-year 2026 outlook; it repurchased 8.2 million shares for about $380 million in Q2.
AMH reported second-quarter 2026 rents and other single-family property revenues of $470.1 million, up 2.8% from a year earlier, and net income attributable to common shareholders of $113.6 million, or $0.31 per diluted share, compared with $0.28 a year earlier. The company raised its full-year 2026 Core FFO per share guidance to $1.93-$1.97 from $1.89-$1.95, a change that matters to shareholders because Core FFO is the per-share earnings measure REIT investors commonly track.
Q2 2026 rents and other single-family property revenues rose 2.8% year over year to $470.1 million.
Net income attributable to common shareholders was $113.6 million, or $0.31 per diluted share, versus $0.28 in Q2 2025.
Core FFO attributable to common share and unit holders was $0.49 per share, up 5.2% from the prior year period.
Full-year 2026 Core FFO guidance raised to $1.93-$1.97 from $1.89-$1.95; the midpoint rose $0.03 to $1.95.
Silvercrest reported second-quarter 2026 revenue of $30.8 million, up 0.4% from a year earlier, while net income attributable to Silvercrest fell to $0.2 million, or $0.02 per diluted share, from $1.9 million, or $0.21 per share, a year earlier. Management attributed higher expenses to its international build-out and said it expects the compensation ratio to remain elevated, while discretionary assets under management rose to $24.7 billion at June 30, 2026.
Revenue of $30.8 million for the three months ended June 30, 2026, up 0.4% from $30.7 million a year earlier.
Net income attributable to Silvercrest of $0.2 million, or $0.02 per diluted share, versus $1.9 million, or $0.21 per share, in the second quarter of 2025.
Adjusted EBITDA of $3.4 million, an 11.2% margin, versus $5.7 million and 18.7% a year earlier.
Compensation and benefits of $20.5 million, or 66.6% of revenue; board declared a $0.21 quarterly dividend payable September 18, 2026.
Fulgent Genetics reported second-quarter 2026 revenue of $85.4 million, up from $81.8 million a year earlier, but a GAAP loss of $29.5 million, or $(1.05) per share. The company also lowered its full-year 2026 revenue guidance to $330.0-$340.0 million, which its CFO attributed to processing delays tied to the final phase of a billing system transition. For shareholders, the revenue outlook cut and wider losses weigh against the higher sales.
Q2 2026 revenue was $85.4 million, compared with $81.8 million in Q2 2025.
GAAP loss was $29.5 million, or $(1.05) per share, versus a GAAP loss of $19.0 million, or $(0.62) per share, in Q2 2025.
Non-GAAP loss was $16.2 million, or $(0.58) per share, compared with non-GAAP income of $2.1 million, or $0.07 per share, a year earlier.
Full-year 2026 revenue guidance was revised to $330.0-$340.0 million, and the company bought about 1.5 million shares for $23.8 million in Q2.
SPS Commerce reported second quarter 2026 results, with revenue up 6% to $197.8 million and Adjusted EBITDA up 19% to $66.6 million. GAAP net income fell to $6.9 million, or $0.19 per diluted share, from $19.7 million, or $0.52, a year earlier, mainly due to a $23.5 million loss on the sale of a business. The company also issued updated 2026 guidance that reflects the June 30, 2026 divestiture of its 3P Revenue Recovery business.
Q2 2026 revenue was $197.8 million, up from $187.4 million in Q2 2025; net income was $6.9 million, or $0.19 per diluted share, versus $0.52 a year earlier.
Non-GAAP income was $46.4 million, or $1.27 per diluted share, compared with $1.00 in Q2 2025.
Guidance reflects a reduction of approximately $10.5 million in second half 2026 revenue from the 3P Revenue Recovery divestiture.
Full year 2026 revenue guidance is $788.4 million to $793.4 million, or 5% to 6% growth over 2025.
SPX Technologies reported second-quarter 2026 revenue of $679.0 million, up 22.9%, and GAAP EPS of $1.56, up 41.8% from a year earlier. The company raised its full-year 2026 guidance for revenue, adjusted EBITDA and adjusted EPS, citing data center demand and the Neptronic acquisition. Total debt rose to $614.7 million and cash fell to $168.2 million, so shareholders will also watch the balance sheet after the July 2026 borrowings for Neptronic.
Q2 2026 revenue of $679.0 million, up 22.9%; GAAP EPS of $1.56, up 41.8%; adjusted EPS of $2.02, up 22.4%
2026 revenue guidance raised to $2.705 to $2.765 billion from $2.575 to $2.645 billion
2026 adjusted EBITDA guidance raised to $630 to $660 million from $600 to $625 million; adjusted EPS guidance raised to $8.20 to $8.60 from $7.75 to $8.15
Total debt was $614.7 million and cash was $168.2 million at June 27, 2026; the company borrowed $340.0 million in July 2026 to fund the Neptronic acquisition
Universal Display reported second quarter 2026 revenue of $152.2 million, down from $171.8 million a year earlier, and net income of $49.4 million, or $1.06 per diluted share, versus $67.3 million, or $1.41, in the prior-year quarter. The company now expects 2026 revenue to be around the lower end of its previous $630 million to $670 million range, which points to weaker results for shareholders this year.
Q2 2026 total revenue was $152.2 million versus $171.8 million in Q2 2025; operating income was $53.6 million versus $68.5 million.
Royalty and license fees rose to $81.2 million from $75.7 million, helped by a $16.3 million favorable catch-up adjustment, while material sales fell to $66.2 million from $88.7 million.
2026 revenue guidance is now around the lower end of the previous $630 million to $670 million range.
The Board declared a third quarter cash dividend of $0.50 per share, payable September 30, 2026; the company repurchased $48.2 million of stock in Q2 under its programs.
The Bancorp, Inc. reported second quarter 2026 net income of $60.7 million, or $1.45 per diluted share, up from $1.27 a year earlier. The company raised its full-year 2026 EPS guidance to $5.95-$6.05 and maintained its 2027 EPS guidance of $8.10-$8.30. Net interest margin and return on assets declined from a year ago, and fintech loan balances fell sharply from the prior quarter.
Q2 2026 diluted EPS of $1.45 versus $1.27 in Q2 2025, up 14.2%; net income $60.7 million versus $59.8 million
Full-year 2026 EPS guidance raised to $5.95-$6.05, including $1.65-$1.75 in the fourth quarter
2027 EPS guidance maintained at $8.10-$8.30
Ending fintech loans fell to $901.5 million from $1.65 billion at March 31, 2026, which the company attributed to a change in payment processing timing
Ryan Specialty reported second-quarter 2026 total revenue of $916.6 million, up 7.2% year-over-year, while GAAP net income fell 13.1% to $108.4 million. The company also lowered its full-year 2026 Adjusted EBITDAC margin outlook to down 50 to 100 basis points, and declared a $0.13 quarterly dividend, so shareholders see mixed headline results and a narrower margin outlook.
Total revenue $916.6 million, up 7.2%; Adjusted diluted EPS $0.74, up 12.1% from $0.66
GAAP net income $108.4 million, down 13.1%; diluted EPS $0.33 versus $0.38 a year earlier
Full-year 2026 guidance: Adjusted EBITDAC margin now expected to be down 50 to 100 basis points versus 2025; organic growth guidance of mid-single digits maintained
Quarterly dividend of $0.13 per share payable August 25, 2026, to holders of record on August 11, 2026
Western Union reported second-quarter 2026 revenue of $1.0 billion, down 1% from a year earlier, and GAAP earnings per share of $0.24, down from $0.37. Management said Americas retail did not improve as expected and the delayed Intermex acquisition pushed out expected synergies, and it updated full-year 2026 guidance, which assumes the Intermex deal closes September 1, 2026. Shareholders face lower profit and margins, and the company says it must accelerate cost reductions in the second half of the year.
Revenue was $1,013.2 million, down 1% from $1,026.1 million; Consumer Money Transfer revenue fell 2% while Consumer Services rose 4%.
GAAP EPS was $0.24 versus $0.37; adjusted EPS was $0.31 versus $0.42; GAAP operating margin was 13% versus 19%.
Management cited a slowdown in Americas retail and the delayed Intermex close, and said cost reductions must accelerate in the second half.
Updated 2026 outlook: GAAP revenue growth of 3% to 5%, adjusted revenue growth of 4% to 6%, and adjusted EPS of $1.25 to $1.35.
Schneider National reported second-quarter 2026 operating revenues of $1.6 billion, up 10% from $1.4 billion a year earlier, and income from operations of $71.4 million, up 30%. The company raised its full-year 2026 adjusted diluted earnings per share guidance to $0.90-$1.10 from $0.70-$1.00, a signal of expected earnings growth for shareholders.
Operating revenues rose 10% to $1,568.7 million in the quarter, compared with $1,420.5 million in the second quarter of 2025.
Diluted EPS was $0.28 versus $0.20 a year earlier; adjusted diluted EPS was $0.29 versus $0.21.
Full-year 2026 adjusted diluted EPS guidance was raised to $0.90-$1.10 from $0.70-$1.00.
Full-year 2026 net capital expenditures guidance was lowered to $350-$400 million from $400-$450 million; second-quarter free cash flow was $87.9 million versus $123.0 million a year earlier.
DiamondRock Hospitality reported second quarter 2026 net income attributable to common stockholders of $90.5 million, or $0.44 per diluted share, compared with $38.4 million, or $0.18 per diluted share, a year earlier, and raised its full-year 2026 guidance. The Board also declared a third quarter dividend of $0.11 per share, up 22% from the prior $0.09, which the filing says is supported by the company's second quarter results and outlook. Second quarter results include a one-time benefit of approximately $6.9 million from a Chicago property tax settlement, and the filing states Adjusted FFO per diluted share was $0.41 excluding that benefit.
Q2 2026 net income attributable to common stockholders was $90.5 million, or $0.44 per diluted share, versus $38.4 million, or $0.18 per diluted share, in Q2 2025.
Full-year 2026 Adjusted FFO per share guidance raised to $1.18 to $1.23 from $1.10 to $1.16.
Full-year 2026 Adjusted EBITDA guidance raised to $310.0 million to $320.0 million from $290.2 million to $302.2 million.
Quarterly dividend of $0.11 per share declared July 30, 2026, payable October 14, 2026, to holders of record as of September 30, 2026.
Illumina reported second-quarter 2026 revenue of $1.16 billion, up 9.5% from a year earlier, and non-GAAP diluted EPS of $1.31, up from $1.19. GAAP diluted EPS fell to $1.35 from $1.49, and the company raised its fiscal 2026 revenue and non-GAAP EPS guidance. For shareholders, the higher outlook is the key development, though GAAP earnings declined year over year.
Q2 2026 revenue was $1.16 billion, up 9.5% from Q2 2025; non-GAAP diluted EPS was $1.31 versus $1.19, while GAAP diluted EPS was $1.35 versus $1.49
Fiscal 2026 total revenue guidance raised to $4.60-$4.64 billion from $4.52-$4.62 billion
Fiscal 2026 non-GAAP diluted EPS guidance raised to $5.30-$5.40 from $5.15-$5.30; non-GAAP operating margin guidance unchanged at 23.4%-23.6%
Free cash flow was $162 million for Q2 2026, compared with $204 million a year earlier
LPL Financial reported second-quarter 2026 net income of $379 million, or $4.74 per diluted share, up from $273 million and $3.40 a year earlier. Adjusted EPS rose 29% to $5.84, and the company lowered its 2026 Core G&A outlook to $2,140-2,165 million, which includes Commonwealth-related expenses. The company also resumed share repurchases, with $309 million bought back in the quarter.
Net income $379 million and diluted EPS $4.74 for the quarter ended June 30, 2026, versus $273 million and $3.40 in Q2 2025 and $356 million and $4.43 in Q1 2026
Total revenue $5.19 billion, up 35% year-over-year; gross profit up 24% to $1,618 million
2026 Core G&A outlook lowered to $2,140-2,165 million, including Commonwealth-related expenses
Share repurchases of $309 million in Q2; Board approved a $2.5 billion increase to the repurchase authorization on July 23, 2026; $0.30 per share dividend payable August 28, 2026
Cohu reported second-quarter fiscal 2026 net sales of $149.0 million, up 38% from $107.7 million a year earlier, and a GAAP net loss of $0.2 million, or $0.00 per share, versus a $16.9 million loss a year ago. The company guided third-quarter sales to $170 million plus or minus $7 million and raised its FY26 high-performance computing revenue estimate to $100 million to $110 million.
Q2 net sales $149.0 million, up 38% year over year; GAAP gross margin 45.4%
Q2 non-GAAP net income $14.1 million, or $0.26 per share; GAAP net loss $0.2 million
Third-quarter 2026 sales expected at $170 million +/- $7 million
FY26 high-performance computing revenue estimate raised to $100 million to $110 million
Castle Biosciences reported second quarter 2026 revenue of $103.5 million, up from $86.2 million a year earlier, and raised its full-year 2026 revenue guidance to $365-375 million from $345-355 million. The company posted a second-quarter net loss of $2.1 million, compared with net income of $4.5 million in the same period of 2025, so higher sales did not carry through to profit for the quarter.
Q2 2026 revenue was $103.5 million, compared with $86.2 million in Q2 2025.
Q2 2026 net loss was $2.1 million, or $0.07 per share, versus net income of $4.5 million, or $0.15 per diluted share, a year earlier.
2026 total revenue guidance raised to $365-375 million from $345-355 million; company expects positive Adjusted EBITDA in Q3, Q4 and full year 2026.
Cash, cash equivalents and marketable investment securities totaled $266.8 million as of June 30, 2026.
Nextpower reported first-quarter fiscal 2027 revenue of $935 million, up from $864 million a year earlier, and GAAP diluted EPS of $1.07, up from $1.04. It also raised the low end of several fiscal 2027 ranges, including revenue and GAAP diluted EPS, while noting about $50 million of planned costs tied to entering the power conversion market.
Q1 FY27 revenue was $935 million versus $864 million in Q1 FY26; GAAP net income was $165 million versus $157 million.
Adjusted diluted EPS was $1.20 versus $1.16 a year earlier; adjusted EBITDA was $233 million versus $215 million.
FY2027 revenue outlook is $4.1 to $4.4 billion, up from $4.0 to $4.4 billion; GAAP diluted EPS outlook is $3.42 to $3.64, up from $3.22 to $3.64.
The updated outlook includes planned incremental costs of about $50 million related to accelerating entry into the power conversion market.
Amazon reported second quarter 2026 net sales of $200.6 billion, up 20% from a year earlier, and operating income of $27.5 billion, up 43%. Net income was $62.6 billion, or $5.75 per diluted share, helped by $53.4 billion of non-operating other income, primarily from its Anthropic investments, while trailing twelve-month free cash flow turned to an outflow of $7.6 billion as investment in artificial intelligence rose.
Q2 2026 net sales were $200.6 billion, up 20% from $167.7 billion in Q2 2025; AWS segment sales rose 37% to $42.2 billion.
Operating income was $27.5 billion versus $19.2 billion in Q2 2025; AWS operating income was $16.6 billion versus $10.2 billion.
Net income was $62.6 billion, or $5.75 per diluted share, versus $1.68 a year earlier, including $53.4 billion of non-operating other income.
Third quarter 2026 guidance calls for net sales of $197.0 billion to $202.0 billion and operating income of $22.5 billion to $26.5 billion, compared with $17.4 billion in Q3 2025.
Etsy completed its sale of Depop to eBay on July 30, 2026, receiving approximately $1.4 billion in cash, which includes a $1.2 billion purchase price plus $200 million of net adjustments and interest. Etsy plans to use the proceeds for general corporate purposes, including the accelerated share repurchase program outlined in its April 29 Shareholder Letter. The net proceeds remain subject to post-closing adjustments, and the actual gain on sale may differ materially from the $805.0 million pro forma estimate.
Closing date: July 30, 2026. Aggregate cash consideration is about $1.4 billion: $1.2 billion purchase price plus $200 million of net purchase price adjustments and interest.
Net cash proceeds remain subject to post-closing adjustments under the Purchase Agreement.
Pro forma balance sheet as of March 31, 2026 shows a gain on sale of $805.0 million; Etsy says the actual gain will be based on Depop's carrying value at closing and may differ materially.
Etsy plans to use proceeds for general corporate purposes, including accelerating its share repurchase program. A Second Amendment to the credit agreement with JPMorgan Chase Bank, N.A. dated July 30, 2026 is filed as Exhibit 10.1.
Agree Realty reported second-quarter 2026 results on July 30, 2026, with net income attributable to common stockholders up 11.5% to $52.8 million and AFFO per share up 7.4% to $1.14. The company raised its 2026 AFFO per share guidance to $4.57 to $4.59 and its investment volume guidance to $1.6 billion to $1.8 billion, citing a Company-record $502 million invested in the quarter. For shareholders, the filing shows higher per-share cash earnings and a larger expected investment program for the year.
Q2 2026 net income attributable to common stockholders rose 11.5% to $52.8 million; net income per share rose 2.2% to $0.44
Core FFO per share rose 7.5% to $1.13; AFFO per share rose 7.4% to $1.14
2026 AFFO per share guidance raised to $4.57 to $4.59 from $4.54 to $4.58
2026 investment volume guidance raised to $1.6 billion to $1.8 billion from $1.4 billion to $1.6 billion
PTC Therapeutics reported second-quarter 2026 total revenue of $360.5 million, up from $178.9 million a year earlier, and net income of $83.5 million, compared with a net loss of $64.8 million in the prior-year quarter. The company raised its 2026 product revenue guidance to $850 million to $950 million and its total revenue guidance to $1.18 billion to $1.28 billion, and it also appointed Hege Sollie-Zetlmayer, its former Chief Human Resources Officer, to the board.
Q2 2026 total revenue was $360.5 million, including $238.8 million of net product revenue and a $50.0 million Novartis milestone recorded as collaboration revenue.
Full-year 2026 product revenue guidance was raised to $850 million to $950 million from $750 million to $850 million.
Sephience generated $151.3 million in Q2 2026 net product revenue; cash, cash equivalents and marketable securities were $2.2 billion as of June 30, 2026.
Hege Sollie-Zetlmayer was appointed to the board effective July 28, 2026, filling a vacancy.
Healthcare Realty reported second quarter 2026 total revenues of $281.8 million, down from $297.5 million a year earlier, and a GAAP net loss of $43.5 million, or $(0.13) per share, narrowed from $(0.45) a year earlier. Normalized FFO was $0.41 per share, flat with the prior-year quarter, and the company raised its full-year Normalized FFO guidance, but it lowered its full-year GAAP earnings per share guidance.
Q2 2026 total revenues were $281.8 million, versus $297.5 million in Q2 2025; GAAP net loss attributable to common stockholders was $43.5 million, or $(0.13) per share, versus $(0.45) per share a year earlier.
Normalized FFO was $0.41 per share, unchanged from Q2 2025; NAREIT FFO was $0.36 per share, up from $0.34.
2026 Normalized FFO guidance rose to $1.62 to $1.66 per share from $1.59 to $1.65; earnings per share guidance moved to $(0.15) to $(0.11) from $(0.05) to $0.05.
The board approved a $0.24 per share dividend payable August 26, 2026, to holders of record on August 11, 2026.
Exponent reported second-quarter 2026 results for the quarter ended July 3, 2026, with total revenues up 21% to $171.6 million and net income up to $29.4 million, or $0.60 per diluted share, from $0.52 a year earlier. The company raised its full-year 2026 revenue growth and EBITDA margin guidance and declared a $0.31 quarterly dividend and an additional $50 million share repurchase authorization.
Q2 revenues before reimbursements rose 12% to $148.9 million; net income was $29.4 million, or $0.60 per diluted share, versus $26.6 million, or $0.52, in Q2 2025.
Full-year 2026 guidance raised: revenues before reimbursements to grow 9% to 10%, and EBITDA to be 27.8% to 28.1% of revenues before reimbursements.
Third-quarter 2026 outlook: revenues before reimbursements expected to grow 8% to 10%, with EBITDA at 28.0% to 28.5% of revenues before reimbursements.
Quarterly dividend of $0.31 per share is payable September 18, 2026, to holders of record as of September 4, 2026; the buyback authorization was increased by $50 million.
BJ's Restaurants reported second-quarter 2026 revenue of $388.9 million, up 6.4%, with comparable restaurant sales up 6.5%. Diluted earnings per share fell to $0.86 from $0.97 a year earlier, and net income dropped to $18.8 million from $22.2 million. The company raised its fiscal 2026 guidance for comparable sales, restaurant level operating profit and Adjusted EBITDA.
Q2 2026 total revenues rose 6.4% to $388.9 million; comparable restaurant sales rose 6.5%.
Diluted net income per share was $0.86 versus $0.97 in Q2 2025; adjusted diluted EPS was $0.94 versus $0.97.
Fiscal 2026 comparable restaurant sales growth outlook raised to 3.0% to 4.0%, from 1.0% to 3.0%.
Adjusted EBITDA outlook raised to $145 million to $152 million, from $140 million to $150 million.
Columbia Sportswear reported second-quarter 2026 net sales up 2% to $614.4 million and diluted earnings of $0.52 per share, compared with a loss of $0.19 a year earlier. The results include a $0.93 per share benefit from a recovery of IEEPA tariffs, and the company raised its full-year 2026 diluted EPS outlook to $4.45 to $4.90 from $3.55 to $4.00. Management said its second-half outlook has moderated, and third-quarter net sales are expected to be $929 million to $943 million, down 1.5% to flat.
Q2 net sales were $614.4 million, up 2% (1% in constant currency), while U.S. net sales fell 4% to $320.1 million.
Q2 operating income was $30.9 million, compared with an operating loss of $23.6 million a year earlier.
Full-year 2026 diluted EPS outlook raised to $4.45 to $4.90 from $3.55 to $4.00; net sales outlook unchanged at $3.43 to $3.50 billion.
Board declared a quarterly dividend of $0.30 per share, payable September 3, 2026, to holders of record on August 20, 2026.
An FDA advisory committee voted on July 29, 2026 that available evidence did not support the effectiveness of Deramiocel for cardiomyopathy in Duchenne muscular dystrophy patients. The vote is non-binding, and the FDA will consider it in its ongoing review of the Biologics License Application, whose PDUFA target action date remains August 22, 2026.
Committee vote on July 29, 2026 was 3 for, 9 against and 0 abstaining
The Committee's recommendation is non-binding; the FDA will weigh it with the full administrative record
PDUFA target action date for the BLA remains August 22, 2026
In a separate upper limb function discussion, the Committee's feedback was directionally supportive of Phase 3 HOPE-3 data, including the PUL 2.0 primary endpoint
Cerus reported second-quarter 2026 total revenue of $63.3 million, up 5% from $60.1 million a year earlier, with product revenue up 10% to $57.4 million. The company narrowed its full-year 2026 product revenue guidance by raising the low end to $229 million to $231 million, and its net loss narrowed to $2.9 million, or $0.01 per share, from $5.7 million, or $0.03 per share, a year earlier.
Q2 2026 total revenue $63.3 million vs. $60.1 million in Q2 2025; product revenue $57.4 million, up 10%
Q2 2026 net loss attributable to Cerus $2.9 million ($0.01 per share) vs. $5.7 million ($0.03 per share) in Q2 2025
Product gross margin 51.4% vs. 55.2% a year earlier; company cites weaker U.S. dollar versus the Euro and higher product costs
2026 product revenue guidance now $229 million to $231 million, up from $227 million to $231 million; IFC guidance raised to $23 million to $25 million
Dexcom reported second-quarter 2026 revenue of $1.308 billion, up 13% from a year earlier, and GAAP diluted earnings of $0.64 per share, up from $0.45. The company raised the midpoint of its fiscal 2026 revenue guidance to $5.18 billion to $5.25 billion and increased its margin guidance, which points to stronger results for shareholders than previously expected.
Q2 2026 revenue was $1.308 billion, up from $1.157 billion, with U.S. revenue up 11% and international revenue up 19%.
GAAP net income was $249.1 million, or $0.64 per diluted share, versus $179.8 million, or $0.45, a year earlier.
Fiscal 2026 revenue guidance is $5.18 billion to $5.25 billion, representing about 11% to 13% growth.
Cash, cash equivalents and marketable securities totaled $1.95 billion as of June 30, 2026.
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