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).
Avista reported second-quarter 2026 GAAP net income of $35 million, or $0.43 per diluted share, up from $14 million, or $0.17, a year earlier, mainly due to investment gains at its other businesses. Non-GAAP utility earnings were $23 million, or $0.29 per share, compared with $24 million, or $0.29, in the second quarter of 2025, and the company confirmed its 2026 non-GAAP utility earnings guidance of $2.52 to $2.72 per diluted share.
Q2 2026 GAAP EPS was $0.43 versus $0.17 in Q2 2025; year-to-date GAAP EPS was $1.54 versus $1.15.
Q2 2026 non-GAAP utility EPS was $0.29, flat with the prior year; year-to-date it was $1.38 versus $1.30.
Avista expects to recognize a $17 million fair value increase in Q3 2026 and estimates a $13 million loss based on July 31 values for a fund investment.
The company said it is evaluating up to $100 million of additional short-term liquidity by the end of Q4 2026.
Ruger filed a transcript of its July 29, 2026 second-quarter earnings call, which reported net sales of $158 million, up 19% from Q2 2025. Diluted earnings were $0.43 per share, compared with a diluted loss of $1.05 a year earlier, and adjusted diluted earnings rose to $0.52 from $0.41. The filing shows higher sales and profit year over year, and the company also reported $118 million in cash and short-term investments with no debt as of June 27, 2026.
Q2 2026 net sales were $158 million, up 19% from Q2 2025; adjusted EBITDA margin was 10.5%
Diluted EPS was $0.43 versus a diluted loss of $1.05 a year earlier; adjusted diluted EPS was $0.52 versus $0.41
Board declared a quarterly dividend of $0.21 per share
Cash and short-term investments were $118 million as of June 27, 2026, with no debt; 2026 capital expenditures are expected to total approximately $30 million
SB Financial Group reported second-quarter 2026 net income of $4.5 million, or $0.72 per diluted share, up from $3.9 million, or $0.60 per share, a year earlier. Operating revenue rose 4.5% to $17.9 million, while noninterest expense rose 2.4% to $12.1 million. The 8-K furnishes the July 23, 2026 earnings release and contains no guidance.
Net income of $4.5 million, up 16.7% from the prior-year quarter
Diluted EPS of $0.72, up 20.0% from $0.60
Total loans of $1.19 billion, up $94.8 million or 8.7% year over year
Tangible book value per common share of $19.04, up from $16.44
Gaming and Leisure Properties reported second-quarter 2026 total revenue of $430.5 million, up from $394.9 million a year earlier, and net income of $234.9 million, or $0.80 per diluted share, versus $156.2 million and $0.54. The company raised the midpoint of its 2026 AFFO per share guidance to $4.10 to $4.12 and raised its quarterly dividend to $0.82 from $0.78, which matters to shareholders because it reflects higher reported earnings and cash flow measures.
Q2 2026 total revenue $430.5 million vs. $394.9 million in Q2 2025
Q2 2026 net income $234.9 million; diluted EPS $0.80 vs. $0.54
2026 AFFO per diluted share guidance now $4.10 to $4.12, vs. prior $4.08 to $4.12
Quarterly dividend raised to $0.82 per share from $0.78
Greif reported fiscal third-quarter 2026 results for the period ended June 30, 2026, with net income up 156.7% year over year and adjusted EBITDA up 24.7% to $183.4 million. The company also raised its quarterly dividend by 10.7%, cut net debt by $1,689.9 million to $741.9 million, and said it will begin executing share repurchases under a new plan.
Net income of $78.8 million, or $1.37 per diluted Class A share, versus $30.7 million, or $0.53, a year earlier
Adjusted EBITDA of $183.4 million, up 24.7% from $147.1 million; net sales of $1,165.6 million, up from $1,125.9 million
Fiscal 2026 Adjusted EBITDA outlook of $615 million to $635 million and Adjusted free cash flow outlook of $305 million to $325 million
RBC Bearings reported fiscal first quarter 2027 results for the quarter ended June 27, 2026, with net sales of $519.5 million, up 19.2% from a year earlier, and GAAP net income of $101.5 million, up from $68.5 million. The company also guided second quarter fiscal 2027 net sales to $505.0 million to $515.0 million, which would be growth of 10.9% to 13.1%.
Net sales were $519.5 million, up 19.2%; Aerospace & Defense rose 36.9% and Industrial rose 8.4%.
GAAP diluted EPS was $3.20 versus $2.17 a year earlier; adjusted diluted EPS was $3.88 versus $2.84.
GAAP gross margin was 47.7% versus 44.8%, and operating income was $140.8 million versus $101.1 million.
Second quarter fiscal 2027 outlook: net sales of $505.0 million to $515.0 million; gross margin of 45.5% to 45.75%.
Portland General Electric reported second quarter 2026 GAAP net income of $68 million, or $0.59 per diluted share, up from $62 million, or $0.56, a year earlier, on total revenues of $814 million versus $807 million. The company reaffirmed its 2026 adjusted earnings guidance of $3.33 to $3.53 per diluted share, though its non-GAAP EPS of $0.64 was below the $0.66 reported for the second quarter of 2025.
GAAP net income of $68 million, or $0.59 per diluted share, versus $62 million, or $0.56, in Q2 2025
Non-GAAP net income of $74 million, or $0.64 per diluted share, versus $73 million, or $0.66, in Q2 2025
Industrial customer demand grew 11% year over year; the New Large Load Tariff took effect July 8, 2026
2026 adjusted EPS guidance of $3.33 to $3.53 reaffirmed; the 2027 general rate case is expected to be filed next week
Moog reported fiscal third-quarter 2026 results for the quarter ended June 27, 2026, with net sales up 15% to $1.1 billion and GAAP diluted earnings per share of $4.74, compared with $1.83 a year earlier. The company raised its fiscal 2026 guidance for net sales, adjusted operating margin, adjusted diluted earnings per share and free cash flow conversion, and its Board declared a $0.30 quarterly dividend. Results were helped by $30 million of claims related to previously incurred IEEPA tariffs and by income tax benefits, and the filing notes that the quarter's figures reflect the correction of immaterial prior-period misstatements.
Net sales were $1.1 billion, up 15% from $970 million in the third quarter of 2025; GAAP diluted EPS was $4.74 versus $1.83.
Adjusted diluted EPS was $3.72 versus $2.33, and operating margin was 15.8% versus 11.5%.
Fiscal 2026 guidance raised: net sales to $4.4 billion from $4.3 billion; adjusted diluted EPS to $11.65 from $10.60.
Quarterly dividend of $0.30 per share is payable August 25, 2026, to holders of record as of August 14, 2026.
Cannae Holdings sold all of its interest in The Watkins Company, a flavoring maker, to KDSA Investment Partners on July 30, 2026, for $90 million in cash. Cannae says the sale monetizes a non-core asset and gives it capital for new investments or returns to shareholders.
Sale closed July 30, 2026, for cash proceeds of $90 million; the press release was issued July 31, 2026.
Cannae invested $80 million in Watkins in October 2024.
Cannae says the transaction represents a multiple on invested capital of approximately 1.2x and an IRR of nearly 10%, including sale proceeds, preferred dividends and fees received.
Chairman Douglas K. Ammerman said the proceeds could fund future investments or capital returns to shareholders.
WisdomTree reported second-quarter 2026 operating revenues of $177.2 million, up 11.1% from the first quarter and 57.3% from the second quarter of 2025, with net income of $44.3 million and diluted EPS of $0.28. Results swung from a first-quarter net loss of $23.1 million, and the period included the May 2026 acquisition of Atlantic House. The board also declared a $0.03 quarterly dividend.
Operating revenues were $177.2 million, up from $159.5 million in Q1 2026 and $112.6 million in Q2 2025.
Net income was $44.3 million, or $0.28 diluted EPS, compared with a net loss of $23.1 million, or $(0.17) per share, in Q1 2026. Adjusted diluted EPS was $0.31.
Ending AUM was $162.9 billion, with $3.1 billion of net inflows in the quarter.
The $0.03 dividend is payable August 26, 2026 to holders of record on August 12, 2026.
IES Holdings reported fiscal third-quarter revenue of $1,242.7 million, up 40% from a year earlier, and net income attributable to the company of $153.0 million, up 98%. The board also approved a two-for-one forward stock split, with shares distributed after the close of trading on August 21, 2026 to holders of record on August 14, 2026.
Revenue of $1,242.7 million vs. $890.2 million a year earlier; diluted EPS of $7.57 vs. $3.81
Net income attributable to IES of $153.0 million vs. $77.2 million, including a $26.2 million gain on marketable securities
Residential segment revenue fell 6% to $324.1 million and operating income fell to $16.3 million from $33.4 million
Two-for-one stock split: record date August 14, 2026; one additional share per share held, distributed after the close on August 21, 2026
CubeSmart reported second-quarter 2026 results, with diluted EPS rising to $0.39 from $0.36 a year earlier while FFO, as adjusted, per diluted share fell 3.1% to $0.63. The company said the midpoints of its same-store revenue, same-store NOI and FFO guidance ranges increased, and it set 2026 EPS guidance of $1.58 to $1.64 and FFO, as adjusted, per share guidance of $2.54 to $2.60. The company also agreed to form a Heitman joint venture for 15 stores valued at $197.0 million, expected to close in the fourth quarter of 2026.
Q2 2026 total revenues rose to $286.5 million from $282.3 million, and same-store NOI fell 0.7% year over year
Diluted EPS was $0.39 versus $0.36; FFO, as adjusted, totaled $143.1 million versus $148.9 million
2026 guidance: diluted EPS of $1.58 to $1.64 and FFO, as adjusted, per diluted share of $2.54 to $2.60
Repurchased 1.1 million shares for $42.5 million; revolving credit facility increased from $850 million to $1 billion and extended to June 2030
Gates Industrial Corporation reported second-quarter 2026 net sales of $941.6 million, up 6.6% from a year earlier, and net income attributable to shareholders of $170.9 million, or $0.67 per diluted share, compared with $56.5 million, or $0.22, in the prior-year quarter. The company raised its full-year 2026 guidance for core sales growth, adjusted EBITDA and adjusted earnings per share, which matters to shareholders because it signals higher expected profitability for the year.
Second-quarter net sales were $941.6 million, up 6.6%, with core sales up 4.9%.
Net income attributable to shareholders was $170.9 million, or $0.67 per diluted share, versus $56.5 million, or $0.22, a year earlier; the quarter included an income tax benefit of $78.0 million.
Adjusted net income per diluted share was $0.44, up from $0.39 a year earlier.
Updated 2026 guidance: adjusted EBITDA of $800 million to $830 million (previously $775 million to $835 million) and adjusted EPS of $1.62 to $1.70 (previously $1.52 to $1.68).
Balchem reported second quarter 2026 results for the period ended June 30, with net sales of $284.0 million and GAAP net earnings of $44.6 million, both up from the prior year quarter. The filing also discloses a July 24, 2026 amendment that raised its senior secured revolving credit facility from $550 million to $650 million and extended its maturity to July 24, 2031.
Net sales were $284.0 million, up 11.2% from $255.5 million in the second quarter of 2025.
GAAP net earnings were $44.6 million, up 16.6%, and GAAP diluted EPS was $1.39 versus $1.17.
Adjusted EBITDA was $77.9 million, up 12.6%, and sales and earnings from operations rose in all three segments.
On July 24, 2026, the revolving credit facility was increased to $650 million and now matures July 24, 2031.
Cboe reported second-quarter 2026 net revenue of $731.6 million, up 25% from a year earlier, and diluted EPS of $3.35, up 50%. It raised its 2026 organic total net revenue growth target to 'mid to high teens', which signals higher expected growth for shareholders, while cutting 2026 adjusted operating expense guidance by $11 million tied to the expected third-quarter sale of Cboe Australia.
Net revenue of $731.6 million, up 25%; Options net revenue of $473.9 million, up 30%
Diluted EPS of $3.35, up 50%; adjusted diluted EPS of $3.56, up 45%
2026 organic total net revenue growth target raised to 'mid to high teens' from 'low double-digit to mid teens'
2026 adjusted operating expense guidance of $838 to $853 million reaffirmed, reduced by $11 million for the expected Cboe Australia sale
Linde plc reported second-quarter 2026 sales of $9.3 billion, up 9% from a year earlier, and GAAP diluted EPS of $4.15, up 11%. The company also guided to full-year 2026 adjusted EPS of $17.70 to $17.90, representing 8% to 9% growth, which signals continued earnings growth for shareholders although operating margin fell 60 basis points.
Q2 2026 sales were $9,289 million, up 9%, with underlying sales up 4% from 2% price and 2% volume
Adjusted EPS was $4.50, up 10%; GAAP diluted EPS was $4.15, up 11%
Full-year 2026 adjusted EPS guidance is $17.70 to $17.90; third-quarter guidance is $4.45 to $4.55
Operating margin was 27.5% and adjusted operating margin 29.5%, with operating margin 60 basis points lower than the prior year
TXNM Energy reported second-quarter 2026 GAAP earnings of $0.64 per diluted share, up from $0.22 a year earlier, and ongoing earnings of $0.58 per diluted share, up from $0.25. Electric operating revenues rose to $548.6 million from $502.4 million, but the company will not issue earnings guidance while its proposed $61.25-per-share acquisition by Blackstone Infrastructure is pending, and the agreement's termination date was extended to May 31, 2027.
Q2 2026 GAAP net earnings attributable to TXNM were $71.3 million, versus $21.6 million in Q2 2025.
Q2 2026 ongoing diluted EPS was $0.58, versus $0.25; PNM rose to $0.30 from $0.12 and TNMP to $0.39 from $0.27.
Blackstone Infrastructure agreement termination date extended to May 31, 2027; closing anticipated in the first half of 2027, subject to NMPRC and other approvals.
TXNM does not plan to issue earnings guidance during the pendency of the proposed transaction.
Newell Brands reported second quarter 2026 net sales of $2.0 billion, up 3.0% from a year earlier, and its first year-over-year sales growth in over four years, with diluted EPS of $0.25 versus $0.11. The company raised its full-year 2026 outlook for net sales, normalized operating margin, normalized EPS and operating cash flow, though results included about $126 million pretax in IEEPA tariff recoveries.
Q2 net sales were $1,994 million, up 3.0%; core sales rose 2.3%.
Diluted EPS was $0.25 versus $0.11; normalized diluted EPS was $0.42 versus $0.24.
Full-year 2026 normalized EPS outlook raised to $0.73 to $0.77 from $0.56 to $0.60.
Q2 included about $100 million pretax from 2025 IEEPA tariff recoveries, plus about $26 million from Q1 2026 tariff recoveries.
Werewolf Therapeutics reported second quarter 2026 net income of $3.7 million, compared with a net loss of $18.0 million a year earlier, driven by $21.0 million of collaboration revenue tied to the sale of its JZP898 program to Jazz Pharmaceuticals Ireland Limited. Cash and cash equivalents fell to $22.0 million at June 30, 2026, and the company expects to fund operations into the second quarter of 2027, so shareholders should weigh the one-time revenue against the lower cash balance and the ongoing strategic alternatives process.
Net income was $3.7 million for Q2 2026, versus a net loss of $18.0 million in Q2 2025.
Collaboration revenue was $21.0 million in Q2 2026, from the JZP898 asset sale to Jazz; no collaboration revenue was recognized in Q2 2025.
Cash and cash equivalents were $22.0 million at June 30, 2026, down from $46.5 million at March 31, 2026; the company expects to fund operations into Q2 2027.
The company is running a strategic alternatives process with Piper Sandler & Co. and expects updates in the second half of 2026.
T. Rowe Price reported second-quarter 2026 results on July 31, 2026. Net revenues rose 10.7% from a year earlier to $1.9 billion, and diluted EPS was $2.88, up from $2.24, while adjusted diluted EPS was $2.57. The firm also recorded net client outflows of $6.5 billion in the quarter, and its effective fee rate excluding performance fees fell to 38.1 basis points.
Net revenues of $1,907.4 million, up 10.7% from Q2 2025 and 2.7% from Q1 2026
Diluted EPS of $2.88 (U.S. GAAP) versus $2.24 a year earlier; adjusted diluted EPS of $2.57
Ending assets under management of $1.9 trillion at June 30, 2026, with net client outflows of $6.5 billion in the quarter
Operating expenses rose 9.8% to $1,366.9 million, including a $6.7 million restructuring charge
Moderna reported second-quarter 2026 revenue of $145 million, up from $142 million a year earlier, and a GAAP net loss of $(0.8) billion, or $(1.97) per share, versus $(2.13) per share in the prior-year quarter. The company improved its 2026 operating expense outlook, lowering R&D to approximately $2.9 billion and projecting year-end cash and investments of $4.7 to $5.2 billion, but its norovirus candidate mRNA-1403 did not meet early-success criteria at a Phase 3 interim analysis.
Q2 2026 revenue $145 million vs $142 million; net loss $(782) million vs $(825) million
Loss per share $(1.97) vs $(2.13) in Q2 2025
2026 R&D now approximately $2.9 billion (from $3.0 billion); cost of sales approximately $1.7 billion (from $1.8 billion), including a $0.9 billion litigation settlement charge
mRNA-1403 norovirus Phase 3 missed interim early-success criteria; mFLUSIVA U.S. PDUFA date is August 5, 2026
Lear reported second-quarter 2026 sales of $6.2 billion, up 3%, and net income attributable to Lear of $193 million, up from $165 million a year earlier. The company also raised the midpoints of its full-year 2026 outlook and narrowed most ranges, which points to higher expected earnings and cash flow for shareholders.
Q2 2026 diluted EPS was $3.79 versus $3.06; adjusted EPS was $4.28 versus $3.47 in Q2 2025.
Core operating earnings were $313 million, up 7% from $292 million, and free cash flow was $288 million versus $171 million.
Full-year 2026 outlook: net sales of $23.54 billion to $24.01 billion and core operating earnings of $1.08 billion to $1.20 billion.
Lear repurchased $100 million of shares in the quarter and had about $600 million of authorization remaining at quarter-end.
nVent reported second-quarter 2026 sales of $1.5 billion, up 53%, and diluted EPS of $1.32, up 103%, with adjusted EPS of $1.45, up 69%. The company raised its full-year 2026 guidance, including adjusted EPS of $5.00 to $5.10, up from $4.45 to $4.55, which signals a higher earnings outlook for shareholders.
Q2 2026 operating income was $301 million, up 92%; adjusted operating income was $323 million, up 61%.
Full-year 2026 reported sales growth guidance is 37% to 39%, up from 26% to 28%.
Full-year 2026 GAAP EPS guidance is $4.29 to $4.39, up from $3.68 to $3.78; adjusted EPS guidance is $5.00 to $5.10, up from $4.45 to $4.55.
Third-quarter 2026 adjusted EPS is estimated at $1.35 to $1.38; a $0.21 quarterly dividend is payable August 7, 2026.
LyondellBasell reported second-quarter 2026 net income of $559 million, or $1.71 per diluted share, up from $125 million, or $0.38, in the first quarter, as higher margins amid Middle East supply disruptions lifted results. The quarter included $842 million of identified items, net of tax, mainly a $734 million pre-tax loss on the May 2026 divestiture of select European olefins and polyolefins assets. The company expects supply conditions to remain volatile and its recovery period to likely extend into 2027, with lower third-quarter operating rates at some assets.
Net income of $559 million ($1.71 per diluted share) versus $125 million ($0.38) in Q1 2026 and $115 million ($0.34) in Q2 2025.
Excluding identified items, net income was $1.4 billion, or $4.30 per diluted share, after a $734 million pre-tax loss on sale of European assets.
Sales and other operating revenues were $9,177 million, up from $7,197 million in Q1 2026 and $7,658 million in Q2 2025.
Third-quarter 2026 operating rates expected at 85% for North American O&P assets, 70% for European O&P assets and 85% for Intermediates & Derivatives assets.
ExxonMobil reported second-quarter 2026 U.S. GAAP earnings of $14.5 billion, or $3.48 per share, up from $4.2 billion, or $1.00 per share, in the first quarter. Adjusted earnings were $14.7 billion, or $3.52 per share, and free cash flow was $17.2 billion. The company also declared a third-quarter dividend of $1.03 per share and returned $9.4 billion to shareholders in the quarter, including $5.1 billion in share repurchases.
Q2 2026 U.S. GAAP earnings were $14.5 billion, or $3.48 per share, versus $4.2 billion, or $1.00 per share, in Q1 2026
Year-to-date earnings were $18.7 billion, compared with $14.8 billion a year earlier
Shareholder distributions totaled $9.4 billion in the quarter, including $4.3 billion in dividends and $5.1 billion in share repurchases
Third-quarter dividend of $1.03 per share is payable September 10, 2026, to holders of record on August 17, 2026
Chevron reported unaudited second quarter 2026 earnings of $12.1 billion, or $6.11 per diluted share, compared with $2.49 billion, or $1.45 per share, a year earlier. Adjusted earnings were $12.0 billion ($6.06 per share), and the company declared a $1.78 quarterly dividend, showing higher profit and continued shareholder payouts.
Second quarter 2026 earnings were $12.1 billion ($6.11 per diluted share), versus $2.49 billion ($1.45 per share) in second quarter 2025.
Adjusted earnings were $12.0 billion ($6.06 per diluted share), after an asset sale gain of $230 million and pension settlement costs of $86 million.
Total debt was reduced by $8.4 billion in the quarter, and net debt fell to $28.5 billion at June 30, 2026 from $34.5 billion at December 31, 2025.
Quarterly dividend of $1.78 per share is payable September 10, 2026, to holders of record at the close of business on August 19, 2026.
Protolabs reported record second quarter 2026 revenue of $149.3 million, up 10.6% from a year earlier, and GAAP diluted EPS of $0.37 versus $0.18 in the prior-year quarter. The company raised its full-year 2026 revenue growth guidance to 8% to 10%, from 6% to 8%, and gave third-quarter revenue guidance of $145.0 million to $153.0 million.
Q2 2026 revenue was a record $149.3 million, up 10.6% year-over-year; GAAP net income was $9,152 thousand, versus $4,427 thousand a year earlier
Non-GAAP diluted EPS was $0.60 versus $0.41 in Q2 2025; GAAP diluted EPS was $0.37 versus $0.18
Full-year 2026 revenue growth guidance raised to 8% to 10%, from 6% to 8%
Q3 2026 outlook: revenue of $145.0 million to $153.0 million and GAAP diluted EPS of $0.34 to $0.42
BrightSpring reported second quarter 2026 net revenue of $3.87 billion, up 23.0% from a year earlier, and net income of $87 million compared with $9 million in the second quarter of 2025. The company also raised its full-year 2026 revenue and Adjusted EBITDA guidance, which excludes the Community Living business it divested on March 30, 2026. For shareholders, the quarter shows higher revenue and profit and a higher full-year outlook.
Q2 2026 net revenue of $3,873 million, up 23.0% from $3,148 million; gross profit of $493 million, up 31.5%
Net income of $87 million vs. $9 million in Q2 2025; diluted EPS of $0.38 vs. $0.13 attributable to common shareholders
Full-year 2026 revenue guidance raised to $15,100 million to $15,425 million; Adjusted EBITDA guidance raised to $820 million to $845 million
Leverage fell to 2.15x at June 30, 2026, from 2.27x at March 31, 2026, after a $300.0 million First Lien Facility paydown
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.