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.
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
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
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.
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
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.
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.
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
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.
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.
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.
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
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.
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%
Safehold reported second-quarter 2026 revenue of $114.6 million, up 22% from $93.8 million a year earlier, and net income attributable to common shareholders of $30.2 million, or $0.42 per share, compared with $27.9 million and $0.39 a year earlier. The company also reported $150 million of new ground lease originations, a $348 million joint venture with Brookfield, and a $225 million private placement of notes due 2056, and said estimated unrealized capital appreciation rose to $9.8 billion.
Revenue was $114.6 million, up 22% from $93.8 million in Q2 2025
Net income attributable to common shareholders was $30.2 million, up 8% from $27.9 million; EPS was $0.42 vs. $0.39
Closed $150 million of new ground lease originations, including $81 million of forward commitments not yet funded
Formed a $348 million joint venture with Brookfield and closed a $225 million private placement of notes due 2056
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.
GoDaddy reported second-quarter 2026 results with total revenue of $1.3 billion, up 7% year over year, and net income of $240.1 million, up 20%. The company narrowed its full-year 2026 revenue guidance to $5.215 billion to $5.255 billion and reaffirmed its free cash flow target of about $1.8 billion, while guiding third-quarter revenue growth to 5% at the midpoint.
Q2 2026 total revenue was $1,298.0 million, up 6.6% from $1,217.6 million a year earlier; operating income rose 28.6% to $342.5 million.
Q3 2026 revenue is expected at $1.315 billion to $1.335 billion, with management calling Q3 its toughest comparison period.
Full-year 2026 revenue guidance is narrowed to $5.215 billion to $5.255 billion, and free cash flow is reaffirmed at about $1.8 billion.
GoDaddy repurchased 9.8 million shares for $851.8 million year to date through July 29, 2026.
Stryker reported second quarter 2026 net sales of $6.6 billion, up 9.4% from a year earlier, with reported diluted EPS of $3.30 and adjusted diluted EPS of $3.69. The company narrowed its full year 2026 guidance to organic net sales growth of 8.3% to 9.3% and adjusted diluted EPS of $14.95 to $15.10, and its CEO said the company is recovering from the cyber incident first reported on March 11, 2026.
Net sales $6.6 billion, up 9.4% (organic up 9.0%); MedSurg and Neurotechnology $3.6 billion, Orthopaedics $3.0 billion
Reported diluted EPS $3.30, up 44.1%; adjusted diluted EPS $3.69, up 17.9%
2026 guidance narrowed: organic net sales growth 8.3% to 9.3%; adjusted diluted EPS $14.95 to $15.10
Reddit reported second-quarter 2026 revenue of $805 million, up 61% from a year earlier, with net income of $253 million and diluted EPS of $1.25 versus $0.45 a year ago. The company also estimated third-quarter 2026 revenue of $860 million to $870 million and Adjusted EBITDA of $385 million to $395 million, and repurchased $235 million of Class A stock during the quarter.
Revenue of $805 million rose 61% year-over-year; advertising revenue was $762 million, up 64%
Net income was $253 million and diluted EPS was $1.25, compared with $89 million and $0.45 a year earlier
Adjusted EBITDA was $343 million (43% margin) and free cash flow was $261 million
Third-quarter 2026 estimates: revenue of $860 million to $870 million and Adjusted EBITDA of $385 million to $395 million
Axos Financial reported fiscal fourth-quarter 2026 net income of $124.9 million, up 12.9% from $110.7 million a year earlier, and diluted EPS of $2.16 versus $1.92. The quarter included a $21.0 million accrual for a FINRA arbitration matter, and non-GAAP adjusted EPS was $2.53. For the full fiscal year, net income rose to $490.4 million and diluted EPS to $8.48, up 14.1%.
Net interest income rose 13.5% to $317.9 million, and non-interest income rose 49.9% to $61.9 million for the quarter.
Non-interest expense increased $55.3 million to $205.9 million, including the $21.0 million FINRA arbitration accrual.
Total deposits were $24.6 billion at June 30, 2026, up 17.9% from a year earlier, including about $2.3 billion from a deposit acquisition that closed in the quarter.
The company closed its acquisition of Arc Technologies, Inc. on July 20, 2026.
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
Contineum Therapeutics reported second-quarter 2026 results on July 30, 2026, showing a net loss of $15.2 million, down from $16.0 million a year earlier. Research and development expenses fell 10 percent to $12.7 million, while general and administrative expenses rose 23 percent to $4.7 million. The company said it has a limited workforce reduction in research and its cash runway extends through mid-2029, which is relevant to shareholders because the company reported no revenue and relies on its cash balance to fund trials.
Net loss of $15.2 million, or $(0.40) per share, for the three months ended June 30, 2026, versus $16.0 million, or $(0.62) per share, a year earlier
Cash, cash equivalents and marketable securities of $236.6 million as of June 30, 2026, with cash runway projected through mid-2029
Limited workforce reduction in research, including Chief Scientific Officer Daniel Lorrain, as the company streamlines discovery programs
PROPEL-IPF Phase 2 trial of PIPE-791 has more than 55 sites online in eight countries
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
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
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
TFS Financial reported net income of $30.5 million, or $0.11 per share, for the quarter ended June 30, 2026, up from $23.2 million, or $0.08 per share, in the prior quarter, and it described the result as record earnings. Nine-month net income rose 17.1% to $76.1 million, though deposits fell during the period. Separately, the mutual holding company that owns 81% of the stock may waive up to $1.27 per share in dividends through July 7, 2027, which would reduce cash paid to public shareholders relative to the MHC's share.
Quarterly net income rose $7.3 million, or 31.4%, to $30.5 million; net interest income rose 4.6% to $81.4 million
Nine-month net income was $76.1 million, up $11.1 million, or 17.1%, from $65.0 million a year earlier
Deposits decreased $195.0 million to $9.99 billion in the quarter, while borrowed funds rose $668.5 million to $5.81 billion
Members of the MHC approved the dividend waiver on July 7, 2026, with 97% of votes cast in favor; the MHC previously waived $1.13 per share over the four quarters ended June 30, 2026
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.
Grand Canyon Education reported second quarter 2026 service revenue of $264.0 million, up 6.7%, with operating income up 12.3% to $58.2 million and diluted EPS of $1.75 versus $1.48 a year earlier. The company also issued third quarter 2026 diluted EPS guidance of $1.68 to $1.72 and full-year 2026 guidance of $9.93 to $10.07, while unrestricted cash and investments fell to $274.5 million from $300.1 million at year-end 2025, largely due to share repurchases.
Service revenue of $264.0 million, up 6.7% from $247.5 million; university partner enrollments rose 7.6% to 126,231 at June 30, 2026
Diluted EPS of $1.75 versus $1.48; operating margin of 22.0% versus 20.9%
Q3 2026 guidance: service revenue of $268.5 million to $270.5 million and diluted EPS of $1.68 to $1.72; full-year 2026 diluted EPS of $9.93 to $10.07
Unrestricted cash and investments of $274.5 million at June 30, 2026, down from $300.1 million at December 31, 2025
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.
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.
NMI Holdings reported net income of $105.8 million, or $1.38 per diluted share, for the quarter ended June 30, 2026, up from $96.2 million, or $1.21 per diluted share, a year earlier and $99.3 million, or $1.28, in the first quarter of 2026. Earnings improved on both comparisons, and the loss ratio fell to 8.3% from 13.3% in the first quarter.
Net income of $105.8 million and diluted EPS of $1.38, compared with $96.2 million and $1.21 in Q2 2025.
Loss ratio of 8.3%, compared with 13.3% in Q1 2026 and 9.0% in Q2 2025.
Primary insurance-in-force of $227.1 billion at June 30, 2026, up from $214.7 billion a year earlier.
Book value per share excluding net unrealized gains and losses was $36.88, up from $32.08 a year earlier.
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