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
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
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
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.
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
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.
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
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.
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.
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%.
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
Pioneer Bancorp reported second quarter 2026 net income of $3.5 million, or $0.14 per diluted share, down from $6.5 million, or $0.26 per share, a year earlier. Net interest income rose 16.5% to $22.9 million, but noninterest expense increased 50.6% to $22.2 million, driven by professional fees, salaries and the completion of several acquisitions.
Q2 2026 net income was $3.5 million ($0.14 per diluted share), versus $6.5 million ($0.26) in Q2 2025.
Six-month net income was $8.8 million ($0.36 per diluted share), versus $12.2 million ($0.49) a year earlier.
Net interest income rose $3.3 million, or 16.5%, to $22.9 million, and net interest margin was 4.30%, up 17 basis points.
Noninterest expense rose $7.5 million, or 50.6%, to $22.2 million, with higher legal fees and acquisition-related costs cited.
Bogota Financial Corp. reported higher net income for the three and six months ended June 30, 2026, with Q2 net income of $748,000, or $0.06 per share, compared with $224,000, or $0.02 per share, a year earlier. Total assets, deposits and loans declined from December 31, 2025, and non-performing assets rose to $25.9 million, so shareholders face a mixed balance sheet picture alongside the earnings gain. The CEO also said the company agreed to acquire GSL Bank this quarter, but the filing gives no deal terms.
Q2 2026 net income was $748,000, or $0.06 per share, versus $224,000, or $0.02 per share, in Q2 2025.
Six-month net income was $1.5 million, or $0.12 per share, versus $955,000, or $0.08 per share, a year earlier.
Total deposits fell 12.0% to $574.2 million from $652.4 million at December 31, 2025, and FHLB advances rose $47.7 million to $141.0 million.
Non-performing assets rose to $25.9 million from $13.1 million at December 31, 2025, and the company has repurchased 230,544 shares at a cost of $2.0 million.
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.
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.
Bright Horizons reported second-quarter 2026 revenue of $779.2 million, up 7%, and diluted adjusted earnings per share of $1.28, up 20%. GAAP net income fell 26% to $40.6 million, mainly due to $19.1 million of impairment losses at certain centers, and the company gave updated 2026 guidance for revenue and adjusted earnings per share.
Q2 2026 diluted EPS was $0.79 versus $0.95 a year earlier; diluted adjusted EPS was $1.28 versus $1.07.
Income from operations was $79.8 million, down 7%, including $19.1 million of impairment losses in the full service child care segment.
2026 outlook: revenue of $3.085 billion to $3.115 billion and diluted adjusted EPS of $5.05 to $5.15.
Six-month share repurchases totaled $473.2 million for about 6.6 million shares, versus $60.7 million a year earlier.
Floor & Decor reported second-quarter fiscal 2026 net sales up 3.0% to $1,250.3 million, while comparable store sales fell 2.1%. GAAP diluted EPS rose 53.4% to $0.89, but that figure includes $45.2 million of one-time IEEPA tariff refunds, and adjusted diluted EPS was flat at $0.58. The company also issued fiscal 2026 guidance, including adjusted diluted EPS of about $1.88 to $2.13 and a 53-week year.
Net sales of $1,250.3 million rose 3.0% from $1,214.2 million a year earlier; comparable store sales decreased 2.1%.
Diluted EPS of $0.89 rose 53.4%; adjusted diluted EPS of $0.58 was flat, excluding $45.2 million of tariff refunds.
Fiscal 2026 guidance: net sales of about $4,770 million to $4,990 million; adjusted diluted EPS of about $1.88 to $2.13.
The company repurchased $65.7 million of stock and opened five new warehouse stores in the quarter.
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.
Weyerhaeuser reported second quarter 2026 net earnings of $162 million, or $0.23 per diluted share, up from $87 million, or $0.12, a year earlier, on net sales of $1.9 billion, slightly below the prior-year $1.9 billion. The gain was helped by a $71 million after-tax gain on the sale of Oregon timberlands; before special items, earnings were $91 million, or $0.13 per share, and adjusted EBITDA was $310 million versus $336 million a year earlier. The company also raised its full-year 2026 Adjusted EBITDA outlook for Strategic Land Solutions to about $450 million, $25 million above its prior outlook.
Net earnings were $162 million ($0.23 per diluted share) versus $87 million ($0.12) in Q2 2025; before special items, $91 million ($0.13) versus $87 million ($0.12).
Adjusted EBITDA was $310 million, compared with $336 million in Q2 2025 and $308 million in Q1 2026.
Net sales were $1,867 million versus $1,884 million in Q2 2025.
Full-year 2026 Adjusted EBITDA for Strategic Land Solutions is now expected to be about $450 million, a $25 million increase from prior outlook.
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.
Grid Dynamics reported second quarter 2026 revenue of $108.2 million, up 7.0% year over year and slightly above its April guidance range of $106.0 million to $108.0 million. GAAP net income fell to $2.9 million, or $0.03 per diluted share, from $5.3 million, or $0.06, a year earlier, while non-GAAP net income rose to $9.0 million, or $0.11 per share from $0.10. The company guided third quarter revenue to $112.0 million to $114.0 million and full-year 2026 revenue to $435.0 million to $465.0 million.
Q2 2026 revenue was $108.2 million, up 7.0% year over year and 3.9% sequentially.
GAAP net income was $2.9 million ($0.03 per diluted share), down from $5.3 million ($0.06) in Q2 2025; restructuring costs were $2.6 million versus $0.5 million.
Non-GAAP net income was $9.0 million ($0.11 per diluted share), up from $8.3 million ($0.10).
Q3 2026 revenue guidance is $112.0 million to $114.0 million; full-year 2026 revenue guidance is $435.0 million to $465.0 million.
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
Edison International reported second-quarter 2026 net income of $534 million, or $1.39 per share, up from $343 million, or $0.89 per share, a year earlier. Core earnings were $592 million, or $1.54 per share, compared with $374 million, or $0.97 per share, while operating revenue fell to $4.36 billion from $4.54 billion. The company reaffirmed its 2026 core EPS guidance of $5.90 to $6.20, but lowered its basic EPS guidance range to $5.70 to $6.00 because of non-core items.
Q2 2026 core EPS $1.54 vs. $0.97 a year earlier; GAAP EPS $1.39 vs. $0.89
Operating revenue $4.36 billion vs. $4.54 billion in Q2 2025
2026 core EPS guidance reaffirmed at $5.90 to $6.20; basic EPS guidance lowered to $5.70 to $6.00 from $5.86 to $6.16 due to $77 million ($0.20 per share) of non-core items in the first half
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.
Coinbase published an earnings presentation for the quarter ended June 30, 2026, furnished as Exhibit 99.1 to this Form 8-K. The deck highlights record crypto trading volume market share and record average USDC held in its products, but its Assets on Platform fell from $294 billion to $246 billion, and the filing does not state revenue, net income or per-share results.
Coinbase Crypto Trading Volume Market Share reached an all-time high of 10.3% in Q2 2026, up from 9.1% in Q1 2026.
Assets on Platform fell to $246 billion at Q2 2026 end from $294 billion in Q1 2026, which the company attributes mainly to Bitcoin ETF outflows.
Average USDC held in Coinbase products reached a record $20 billion in Q2 2026, and subscription and services made up 48% of total net revenue.
Prediction markets contracts and revenue more than doubled quarter over quarter.
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.
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.
First Solar reported second-quarter 2026 net sales of $1.06 billion, down 4% from a year earlier, mainly due to lower revenue from customer contract terminations. Net income rose to $423 million, or $3.92 per diluted share, from $342 million, or $3.18, a year earlier, and the company reaffirmed its full-year 2026 guidance without change.
Net sales were $1.06 billion, down 4% year over year, partly offset by higher volume of modules sold to third parties.
Net income was $423 million, or $3.92 per diluted share, versus $342 million, or $3.18, in Q2 2025.
Adjusted EBITDA was $644 million, compared with $560 million a year earlier.
2026 guidance was unchanged, including net sales of $4.9 billion to $5.2 billion and Adjusted EBITDA of $2.6 billion to $2.8 billion; the net cash balance was $1.7 billion at June 30, 2026, down from $2.4 billion at December 31, 2025.
Forrester reported second-quarter 2026 revenue of $100.2 million, down from $111.7 million a year earlier, and adjusted diluted EPS of $0.40 versus $0.51. GAAP net income rose to $15.3 million, or $0.78 per diluted share, helped by a $12.3 million income tax benefit, and the company kept its full-year 2026 guidance and restarted its stock buyback. Director Neil Bradford also retired from the board effective immediately.
Q2 2026 total revenues were $100.2 million, compared with $111.7 million in Q2 2025.
GAAP diluted EPS was $0.78 versus $0.20 a year earlier; adjusted diluted EPS was $0.40 versus $0.51.
2026 guidance was maintained: GAAP total revenues of $350.0 million to $360.0 million and adjusted diluted EPS of $0.72 to $0.82.
Contract value was $283.2 million, down 3% from the prior year; the company restarted its stock buyback program.
Curis received written notice from Nasdaq on July 24, 2026 that it has regained compliance with the bid price rule and is in full compliance with the Nasdaq Hearings Panel's terms. The company will be subject to a one-year Discretionary Panel Monitor from July 24, 2026, meaning any new continued listing deficiency would lead to a delist determination and a hearing without additional time to cure, and there is no assurance it will remain listed.
Nasdaq notice dated July 24, 2026 confirms regained compliance with Listing Rule 5550(a)(2), the bid price rule
Discretionary Panel Monitor applies for one year from July 24, 2026 under Listing Rule 5815(d)(4)(A)
Any new continued listing deficiency during the monitor period gets no plan of compliance or extra time to cure
Filing states there can be no assurance Curis will remain listed on Nasdaq
Strategy Inc reported a second-quarter 2026 net loss of $8.22 billion, or $24.45 per diluted share, compared with net income of $10.02 billion a year earlier. The company attributed the swing mainly to an $8.32 billion unrealized loss on its bitcoin holdings, while total revenues rose 6.9% year over year. For shareholders, the results show that reported earnings remain highly sensitive to bitcoin prices, and the filing also raised the STRC preferred dividend rate to 12.00%.
Operating loss of $8.33 billion for Q2 2026, versus $14.03 billion operating income in Q2 2025, including an $8.32 billion unrealized digital asset loss
Total revenues of $122.4 million, up 6.9% from $114.5 million; gross margin fell to 66.6% from 68.8%
Holdings of 843,775 bitcoin as of July 26, 2026, with cost basis of $63.69 billion and market value of $54.77 billion
STRC dividend rate increased to 12.00%; a $1.0 billion STRC repurchase program has bought shares at an average $86.53 since July 20
Trinity Industries reported second-quarter 2026 diluted earnings per share from continuing operations of $1.25, up from $0.19 a year earlier, driven by a $132 million non-cash pre-tax gain on a railcar partnership transaction with Napier Park. Revenue fell to $485.1 million from $506.2 million, and the Rail Products segment's operating margin dropped to 1.3% from 3.0%, so shareholders are weighing a one-time gain against weaker underlying sales and margins. The company kept its full-year 2026 EPS guidance of $2.20 to $2.40.
Q2 2026 diluted EPS from continuing operations was $1.25, versus $0.19 in Q2 2025
Revenues were $485.1 million, down from $506.2 million; Rail Products margin was 1.3%, versus 3.0%
The $132 million non-cash pre-tax gain came from the railcar partnership transaction with Napier Park
2026 EPS guidance of $2.20 to $2.40 is unchanged; CEO said Rail Products margin is expected at the low end of 5% to 6%
LSB Industries reported second-quarter 2026 net sales of $168 million, up from $151 million a year earlier, and adjusted EBITDA of $53 million, up from $38 million. Diluted EPS was $(0.09), compared with $0.04 in the second quarter of 2025, and the company said turnaround activity at its El Dorado and Pryor facilities reduced production and sales volumes. The company also agreed to assume full ownership of the El Dorado carbon capture and sequestration project, with total consideration and remaining completion capital estimated at approximately $95 million.
Net sales of $168 million vs. $151 million in Q2 2025; adjusted EBITDA margin of 32% vs. 25%.
Adjusted EBITDA of $53 million vs. $38 million; the company cited higher pricing and increased AN and nitric acid sales volumes.
Diluted EPS of $(0.09) vs. $0.04 in Q2 2025.
El Dorado CCS project expected to begin operations in Q1 2027; total consideration and remaining completion capital estimated at approximately $95 million.
Dream Finders Homes reported second-quarter 2026 results with net sales up 15% to 2,232 homes, but net income attributable to the company fell to $28 million, or $0.27 per basic share, from $57 million, or $0.57, a year earlier. Homebuilding revenues fell 8% to $1.0 billion as average selling prices declined, and the company reiterated its 2026 guidance of approximately 9,250 home closings.
Net income attributable to DFH was $28 million, or $0.27 per basic share, versus $57 million, or $0.57, in Q2 2025.
Homebuilding revenues were $1.0 billion, down 8%; homebuilding gross margin was 14.2% versus 16.5%.
Net sales rose 15% to 2,232 homes and home closings rose 3% to 2,290 compared with Q2 2025.
The company reiterated its full-year 2026 guidance of approximately 9,250 home closings.
Patrick Industries reported second-quarter 2026 net sales of $1.04 billion, down slightly from $1.05 billion a year earlier, as growth in Marine, Powersports and Housing offset a 15% drop in RV revenue. Operating income fell to $77 million from $87 million, but diluted EPS rose to $1.28 from $0.96, helped by a $24 million legal settlement that hit the prior-year period. The company also disclosed a definitive all-stock merger agreement with LCI Industries signed after quarter end.
Net sales were $1.04 billion versus $1.05 billion; RV revenue fell 15% as RV industry wholesale unit shipments dropped 16%.
Operating income was $77 million (7.4% margin) versus $87 million (8.3% margin); adjusted diluted EPS was $1.29 versus $1.50.
Diluted EPS was $1.28 versus $0.96; the prior-year quarter included a $24.4 million legal settlement.
Returned $106 million to shareholders in the quarter, including $91 million in share repurchases; LCI Industries merger agreement announced June 30, 2026.
Sonic Automotive reported second-quarter 2026 revenue of $3.9 billion, up 8% year over year, and gross profit of $616.2 million, up 2%. Reported net income rose to $57.4 million from a loss of $45.6 million a year earlier, which included impairment charges, but adjusted net income fell 23% to $58.3 million. The Board also approved a quarterly dividend of $0.41 per share.
Total revenues $3.9 billion, up 8%; gross profit $616.2 million, up 2%
Reported diluted EPS $1.79 versus a loss of $1.34 a year earlier; adjusted diluted EPS $1.82, down 17%
EchoPark retail used unit volume up 17% to 19,601; EchoPark segment income $7.2 million, down 38%
Quarterly dividend of $0.41 per share, payable October 15, 2026, to holders of record on September 15, 2026
InterDigital reported second-quarter 2026 revenue of $260.2 million, down 13% from $300.6 million a year earlier, and net income of $116.4 million, down 36%. Catch-up revenue fell to $103.7 million from $162.3 million, while annualized recurring revenue reached a record $626 million, up 13%. The company raised its full-year 2026 revenue outlook to $775 million to $845 million from $675 million to $775 million, while the Amazon agreement's final terms are still to be determined by binding arbitration.
Q2 2026 revenue $260.2 million vs. $300.6 million; diluted EPS $3.40 vs. $5.35
Full-year 2026 revenue outlook raised to $775 million to $845 million from $675 million to $775 million
Q3 2026 revenue outlook of $154 million to $158 million covers existing licenses only
$380.0 million of 2027 convertible notes outstanding at June 30, 2026; holders elected to convert $80.3 million, to settle in Q3 2026
First Carolina Financial Services reported second-quarter 2026 net income of $5.1 million, or $0.20 per diluted share, up from $4.6 million, or $0.18, a year earlier. Net interest income rose 8.8%, but noninterest income fell 49.5% and net income declined from $5.9 million in the first quarter of 2026. The company also completed its initial public offering and NYSE listing in June 2026, with net proceeds of about $69.3 million.
Net income of $5.1 million, or $0.20 diluted EPS, for Q2 2026, versus $4.6 million, or $0.18, for Q2 2025.
Net interest income of $25.6 million, up 8.8% year over year; noninterest income of $6.7 million, down 49.5%.
IPO of 5,500,000 shares at $12.50 completed June 22, 2026, plus 825,000 option shares, for net proceeds of about $69.3 million.
Net income was $5.9 million in Q1 2026; the company reported a net interest margin of 3.23%, down 2 basis points from Q1.
Alnylam reported second-quarter 2026 total revenues of $1.29 billion, up 67% from a year earlier, and GAAP net income of $164 million, compared with a net loss of $72 million in the prior-year quarter. The company lowered its full-year 2026 TTR net product revenue guidance to $4.2 billion to $4.5 billion from $4.4 billion to $4.7 billion, citing normalizing second-line demand for AMVUTTRA in the U.S.
Q2 2026 total revenues were $1,290.9 million, up 67% from $773.7 million in Q2 2025.
GAAP net income was $164.5 million, or $1.21 per diluted share, versus a loss of $0.55 per share a year earlier.
Full-year 2026 TTR net product revenue guidance was cut to $4,200 million to $4,500 million from $4,400 million to $4,700 million.
Full-year 2026 collaboration and royalty revenue guidance was raised to $575 million to $625 million from $400 million to $500 million.
Uniti Group reported second quarter 2026 revenue of $909.7 million, up from $300.7 million a year earlier, and a net loss of $155.9 million, compared with a $10.7 million loss a year earlier. It also updated its full-year 2026 outlook, now calling for a net loss of $480 million to $530 million and Adjusted EBITDA of $1.450 billion to $1.500 billion, and raised $1.1 billion through a secured fiber note offering.
Q2 2026 Adjusted EBITDA was $357.1 million, up from $242.5 million a year earlier, with a margin of about 39%.
Q2 2026 loss per share was $0.68, compared with $0.07 a year earlier.
Full-year 2026 outlook: revenue $3.630 billion to $3.680 billion; net loss $530 million to $480 million; Adjusted EBITDA $1.450 billion to $1.500 billion.
On July 15, Uniti completed a $1.1 billion offering of secured fiber network revenue term notes with a weighted average coupon of about 6.180%.
Euronet reported second quarter 2026 results on July 30, 2026. Revenue rose 3% to $1.1 billion, but operating income fell 14% to $137.1 million and diluted EPS fell to $1.71 from $2.27, while adjusted EPS rose 10% to $2.82. The company reiterated its 2026 adjusted EPS growth outlook of 10% to 15%, and the Cross-Border Payments segment's operating income fell 34%.
Revenue of $1,108.4 million, up 3% from $1,074.3 million; operating income of $137.1 million, down 14% from $158.6 million.
Diluted EPS of $1.71 versus $2.27 a year earlier; adjusted EPS of $2.82, up 10% from $2.56.
Cross-Border Payments operating income fell 34% to $43.3 million, while Payments Infrastructure revenue rose 11% to $377.1 million.
Full-year 2026 adjusted EPS growth outlook of 10% to 15% reiterated; $50 million of common stock repurchased in the quarter.
Civeo reported second-quarter 2026 revenue of $180.0 million, up 11% from a year earlier, and a net loss of $2.5 million, or $0.23 per diluted share, narrowed from $3.3 million a year earlier. Adjusted EBITDA fell to $23.8 million from $25.0 million, and the company maintained its full-year 2026 revenue and Adjusted EBITDA guidance. The company also issued $115.0 million of 4.50% convertible senior notes due 2031 and repurchased 660,297 shares for about $22.3 million.
Q2 2026 revenue was $180.0 million, up from $162.7 million; net loss was $2.5 million, or $0.23 per diluted share, versus $3.3 million, or $0.25, a year earlier
Adjusted EBITDA was $23.8 million, down from $25.0 million, with Canadian start-up costs for a new integrated services contract cited as a factor
Full-year 2026 guidance was maintained at $675 million to $700 million in revenue and $85 million to $90 million in Adjusted EBITDA
Convertible notes closed July 7, 2026; the company said it intends to settle principal in cash
MarketAxess agreed to be acquired by Intercontinental Exchange (ICE) and released second-quarter 2026 results alongside the deal, with revenue flat year over year at $218.4 million. The company also withdrew its 2026 annual guidance and medium-term financial targets, canceled its earnings call, and suspended its monthly volume releases, so shareholders have no forward outlook from management while the deal is pending.
Q2 2026 total revenues were $218.4 million, flat versus $219.5 million in Q2 2025; net income was $68.3 million versus $71.2 million.
Diluted EPS was $1.93 versus $1.91 a year earlier; excluding notable items, EPS was $1.95 versus $2.00.
The company withdrew its 2026 annual guidance and medium-term financial targets and canceled the earnings call planned for August 7, 2026.
The board declared a $0.78 per share quarterly dividend, payable September 2, 2026 to holders of record on August 19, 2026.
Sphere Entertainment reported second-quarter 2026 revenue of $313.6 million, up 11% from a year earlier, driven by the Sphere segment. The company posted an operating loss of $61.3 million, wider than the $50.2 million loss a year earlier, and adjusted operating income fell 17% to $50.9 million, so revenue growth did not carry through to profit for shareholders.
Revenue rose $31.0 million, or 11%, to $313.6 million; Sphere segment revenue rose 29% to $226.4 million while MSG Networks revenue fell 18% to $87.3 million.
Operating loss was $61.3 million versus $50.2 million a year earlier; adjusted operating income fell $10.5 million, or 17%, to $50.9 million.
Net loss attributable to stockholders was $38.8 million, or $1.07 per diluted share, compared with net income of $151.8 million in the prior-year quarter, which included a $346.1 million gain on extinguishment of debt.
PHINIA reported second-quarter 2026 results with net sales up 5.6% to $940 million, while net earnings fell to $40 million and diluted EPS fell to $1.05 from $1.14. Adjusted EBITDA rose to $130 million, and the company refined its full-year 2026 guidance, which it expects to yield net earnings of $155 million to $180 million. The company also agreed on June 30, 2026 to acquire the stoba Group, with closing expected in the fourth quarter of 2026.
Net sales were $940 million, up from $890 million a year earlier; excluding currency and the SEM acquisition, sales rose 1.2%.
Diluted EPS was $1.05 versus $1.14 a year earlier; adjusted diluted EPS was $1.53 versus $1.27.
Adjusted EBITDA was $130 million, up $4 million, with adjusted EBITDA margin at 13.8%, down 40 basis points.
2026 guidance: net sales of $3.57 billion to $3.67 billion, net earnings of $155 million to $180 million, adjusted EBITDA of $485 million to $515 million.
On July 29, 2026, Intercontinental Exchange agreed to acquire MarketAxess Holdings for $167 per share in cash, a 33% premium to MarketAxess's July 29 closing price, for an equity value of about $6.0 billion and an enterprise value of about $5.7 billion. ICE plans to fund the deal with newly issued debt and cash, with a bridge facility of up to $6.25 billion as backup, and the company also raised its baseline quarterly share repurchases. The deal is expected to close in the first half of 2027, subject to MarketAxess stockholder approval and regulatory clearances.
$167 per share in cash, a 33% premium to the July 29, 2026 closing price; equity value about $6.0 billion, enterprise value about $5.7 billion
Financing: 100% cash consideration via newly issued debt; Bank of America bridge facility of up to $6.25 billion as backup
ICE raises baseline share repurchases to $400 million per quarter from $350 million; gross leverage of 3.4x at start, targeted at 3.0x or below within 18 to 24 months after close
$100 million in annual run-rate expense synergies expected within three years of close; expected to close in the first half of 2027
HNI reported second-quarter 2026 net sales of $1.5 billion, up 121% from the prior year mainly due to the Steelcase acquisition, with organic sales up 0.1%. GAAP diluted EPS fell to $0.70 from $1.02, while non-GAAP diluted EPS rose to $1.27 from $1.11, and the company expects 2026 non-GAAP EPS growth of 20-25%, which it describes as an improved outlook.
Q2 net sales $1,472.4 million vs $667.1 million a year earlier; organic net sales up 0.1%
GAAP diluted EPS $0.70 vs $1.02 (down 31.4%); non-GAAP diluted EPS $1.27 vs $1.11 (up 14.4%)
2026 non-GAAP diluted EPS growth now expected at 20-25%, including net tariff impacts
Q3 2026 non-GAAP diluted EPS expected to rise in the mid-to-high 20 percent range year over year
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