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).
FTI Consulting reported record second-quarter 2026 revenue of $993.5 million, up 5.3% from $943.7 million a year earlier, but net income fell to $57.8 million from $71.7 million and diluted EPS fell to $1.99 from $2.13. The company lowered its full-year 2026 EPS guidance to $8.70-$9.30 from $8.90-$9.60 while reaffirming its revenue guidance, so shareholders face lower expected per-share earnings even as sales grow.
Q2 2026 revenue $993.5 million, up 5.3%; net income $57.8 million vs. $71.7 million in Q2 2025
Diluted EPS $1.99 vs. $2.13; Adjusted EPS $2.16 vs. $2.13, excluding $6.6 million of Extraordinary Litigation-Related Expenses
Full-year 2026 EPS guidance cut to $8.70-$9.30 from $8.90-$9.60; Adjusted EPS guidance $9.10-$9.70; revenue guidance reaffirmed at $3.940-$4.100 billion
Repurchased 2,591,133 shares for $390.9 million in Q2; about $344.0 million remained under the buyback program at June 30, 2026
Amgen disclosed in an SEC 8-K filed July 31, 2026 that unauthorized actors accessed and exfiltrated some company data, including proprietary data and patient protected health information, from cloud environments hosted by third-party providers. The company determined on July 29, 2026 that the incident is material, but says it has not identified any impact on products, manufacturing, financial reporting systems, or its ability to meet patient needs, and does not expect a material effect on financial condition or results.
Unauthorized activity was identified in July 2026 in data stored in third-party-hosted cloud environments.
Company determined on July 29, 2026 that the incident is material, citing file volume and the sensitivity of the information.
Amgen believes the incident is not reasonably likely to have a material impact on its financial condition or results of operations.
Investigation is ongoing, and patient notifications will be made as required.
Colgate-Palmolive reported second-quarter 2026 net sales of $5,361 million, up 4.9% from $5,110 million, and GAAP diluted EPS of $0.86, down 5% from $0.91. Excluding a $129 million charge tied to its Strategic Growth and Productivity Program, Base Business EPS rose 8% to $0.99, and the company updated its full-year 2026 gross margin and Base Business EPS guidance upward while keeping its sales and GAAP EPS guidance.
Net sales rose 4.9% to $5,361 million; organic sales rose 2.4%, and Total Company operating profit fell 6% to $1,016 million.
GAAP gross profit margin rose 140 basis points to 61.5%; Base Business EPS rose 8% to $0.99 from $0.92.
Full-year 2026 guidance: GAAP and Base Business gross profit margin now expected roughly flat (previously down); Base Business EPS growth now expected mid-single-digit (previously low- to mid-single-digit).
Net sales guidance of up 2% to 6% and GAAP EPS guidance were maintained.
AbbVie reported second-quarter 2026 net revenues of $16.99 billion, up 10.2% on a reported basis, and adjusted diluted EPS of $3.65, up from $2.97 a year earlier. It lowered its 2026 adjusted EPS guidance to $13.87-$14.07 from $13.91-$14.11, a $0.04 midpoint cut, mainly because of a $0.14 per share dilutive impact from the proposed Apogee Therapeutics acquisition.
Q2 net revenues were $16.990 billion, up 10.2% reported and 9.5% operational; Skyrizi revenues were $5.505 billion, up 24.4%.
Q2 GAAP diluted EPS was $2.03 versus $0.52 a year earlier; adjusted diluted EPS was $3.65 versus $2.97.
2026 adjusted diluted EPS guidance is now $13.87-$14.07 versus $13.91-$14.11, including a $0.14 dilutive impact from Apogee, partly offset by $0.10 of overperformance.
AbbVie agreed to acquire Apogee Therapeutics, valued at a total equity value of about $10.9 billion, with closing expected in the third quarter of 2026.
Perimeter Solutions reported second-quarter 2026 net sales of $213.8 million, up 31% from a year earlier, but posted a net loss of $181.6 million, or $1.11 per diluted share, versus a $32.2 million loss a year earlier. The filing attributes the larger loss mainly to $266.3 million in founders advisory fees, and adjusted earnings per diluted share fell to $0.35 from $0.39.
Net sales rose 31% to $213.8 million; Specialty Products sales doubled to $84.7 million and Fire Safety sales rose 7% to $129.1 million.
GAAP net loss was $181.6 million, or $1.11 per diluted share, compared with a net loss of $32.2 million, or $0.22 per diluted share, a year earlier; founders advisory fees were $266.3 million.
Adjusted EBITDA rose 16% to $105.6 million; adjusted earnings per diluted share were $0.35 versus $0.39 a year earlier.
On July 30, 2026, the company acquired Monaco Enterprises for $120.0 million in cash, net of cash acquired, which it expects to contribute more than $11 million of annualized Adjusted EBITDA.
Federal Realty Investment Trust reported second quarter 2026 results with total revenue of $335.7 million, up from $311.5 million a year earlier, and diluted earnings per share of $0.97, down from $1.78, mainly because of a lower gain on property sales and the absence of a one-time tax credit in 2025. Core FFO per diluted share rose 6.8% to $1.88, and the company raised its full-year 2026 guidance for earnings and FFO per diluted share, while also raising its quarterly dividend 3% to $1.16 per share.
Q2 2026 diluted EPS was $0.97 versus $1.78 in Q2 2025; gain on sale of real estate was $20.6 million versus $76.5 million
Core FFO per diluted share was $1.88, up from $1.76, a 6.8% increase; Nareit FFO per diluted share was $1.88 versus $1.91
2026 guidance raised: diluted EPS to $4.22 to $4.30 from $3.94 to $4.03; Core FFO per diluted share to $7.48 to $7.56 from $7.46 to $7.55
Quarterly dividend increased to $1.16 per share, payable October 15, 2026, the 59th consecutive annual increase
Church & Dwight reported second-quarter 2026 net sales of $1,530.0 million, up 1.6% from a year earlier, and diluted EPS of $0.85 versus $0.78. Adjusted EPS was $0.89, above the company's $0.88 outlook but down from $0.94 last year, and the company raised its full-year 2026 sales, adjusted EPS and cash from operations outlook. For shareholders, sales and reported earnings grew while adjusted earnings declined, and the company now expects higher full-year results.
Net sales $1,530.0 million, up 1.6%; organic sales up 5.8%; adjusted EPS $0.89 vs. $0.94 a year earlier
Diluted EPS $0.85 vs. $0.78; adjusted income from operations $287.2 million, down $28.7 million
Full-year 2026 outlook: net sales flat to up 1% (prior down 1.5% to 0.5%); adjusted EPS up 6% to 8% (prior 5% to 8%)
Cash from operations now expected at about $1.175 billion (prior $1.150 billion); MISS MOUTH'S brand acquired in June 2026
Eaton reported record second-quarter 2026 sales of $8.5 billion, up 21% from a year earlier, and adjusted earnings per share of $3.15, a second-quarter record. GAAP earnings per share fell to $2.11 from $2.51, mainly due to acquisition-related and amortization charges, and the company raised its full-year adjusted EPS guidance to $13.40 to $13.60. The company also agreed to separate its Mobility business through a Reverse Morris Trust transaction with Dana, expected to close in the first quarter of 2027.
Q2 2026 sales were $8.5 billion, up 21%, including 14% organic growth and 7% from acquisitions.
GAAP diluted EPS was $2.11 versus $2.51 a year earlier; adjusted EPS was $3.15 versus $2.95.
Full-year 2026 adjusted EPS guidance was raised to $13.40 to $13.60; GAAP EPS guidance is $10.36 to $10.56.
Mobility business to be combined with Dana in a deal expected to close in the first quarter of 2027; Eaton shareholders expected to own at least 50.1% of the combined company.
Carter's reported second-quarter fiscal 2026 net sales up 5.2% to $615.5 million, and GAAP operating income of $139.8 million and diluted EPS of $2.87 were boosted by a $132 million recovery of previously paid import duties and interest. The company's full-year outlook projects adjusted diluted EPS to fall by a high single-digit to low double-digit percentage from $3.47, so the quarter's gains do not carry through to the full year.
Net sales were $615.5 million, up 5.2% from $585.3 million; U.S. Retail comparable sales rose 5.1%.
GAAP diluted EPS was $2.87 versus $0.01, including a $127.7 million tariff refund recovery; adjusted diluted EPS was $0.26 versus $0.17.
Fiscal 2026 outlook projects net sales growth of 2% to 3% and adjusted diluted EPS down high single-digit to low double-digit percent from $3.47.
Third-quarter outlook projects adjusted diluted EPS of about $0.85, compared with $0.74 in the third quarter of fiscal 2025.
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
AptarGroup reported second quarter 2026 reported sales up 6% to $1.03 billion, the first quarter above $1 billion, but reported diluted EPS fell to $1.36 from $1.67 a year earlier, and adjusted EPS fell to $1.42 from $1.68. The company expects third quarter adjusted EPS of $1.45 to $1.53, and CEO Stephan Tanda will hand over to Gael Touya on September 1, 2026.
Reported sales rose 6% to $1.03 billion; core sales rose 1%.
Reported diluted EPS was $1.36 versus $1.67; adjusted EPS was $1.42 versus $1.68.
Adjusted EBITDA margin was 20.7% versus 22.6% in the prior year quarter.
Q3 2026 adjusted EPS guidance is $1.45 to $1.53; Gael Touya becomes CEO on September 1, 2026.
Tucows amended its credit agreement, extending most lender commitments from September 22, 2027 to July 27, 2029, and approved financing for its Ting Fiber investment and a data centre purchase. Under a separate Unit Purchase and Exit Agreement, Tucows acquired the Series A Preferred Units of Ting Fiber, LLC held by the Preferred Member for $3 million and made a $5 million loan, resolving a previously disclosed Return Breach and Trigger Event.
Credit agreement maturity extended from September 22, 2027 to July 27, 2029, except one syndicate member with a $27.5 million commitment that Tucows is working to replace
Covenants remain substantially the same: maximum 3.75x Total Funded Debt / Adjusted EBITDA and minimum 3.0x interest coverage
Tucows paid $3 million for the Preferred Member's units and made a $5 million loan to Ting Fiber, LLC; the units, carried at about $150 million including cumulative dividends, were cancelled
Separate agreement to acquire a data centre asset from Ting Fiber for about $6 million, used mainly by Tucows Domains and Wavelo
Minerals Technologies reported a second-quarter 2026 net loss attributable to the company of $183.6 million, or $5.90 per share, after a $290 million charge to increase its reserve for talc-related claims and the Chapter 11 cases of subsidiary BMI OldCo Inc. Net sales rose 4% to $548 million, and earnings per share excluding special items rose 3% to $1.60. The charge drives the GAAP loss, while the company says it is on track for mid-single digit sales growth for the full year.
Net sales were $548 million, up 4% from the prior year; first-half sales were $1.1 billion, up 7%.
Loss per share was $5.90, compared with earnings of $1.44 per share a year earlier; excluding special items, EPS was $1.60, up 3% from $1.55.
A $290 million charge increased the reserve for talc-related claims and the Chapter 11 cases of BMI OldCo Inc.
Adjusted net leverage was 1.6x; Investor Day is scheduled for September 22, 2026.
Corteva reported second-quarter 2026 net sales of $6.38 billion, down 1% from a year earlier, and GAAP earnings per share from continuing operations of $1.81, down 10%. Non-GAAP operating EBITDA rose 4% to $2.26 billion and operating EPS rose 5% to $2.30, and the company raised its full-year 2026 guidance to operating EBITDA of $4.1 billion to $4.3 billion and operating EPS of $3.60 to $3.80 per share.
Q2 2026 net sales were $6.38 billion, down 1%; organic sales fell 2%
GAAP EPS from continuing operations was $1.81 versus $2.02 in the year-earlier quarter; GAAP income from continuing operations after taxes was $1.22 billion
Full-year 2026 operating EBITDA guidance is $4.1 billion to $4.3 billion; operating EPS guidance is $3.60 to $3.80 per share
The planned separation remains on track for an October 1, 2026 spin-off of Vylor, with an Investor Day on September 15, 2026
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.
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%.
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.
Silvercrest reported second-quarter 2026 revenue of $30.8 million, up 0.4% from a year earlier, while net income attributable to Silvercrest fell to $0.2 million, or $0.02 per diluted share, from $1.9 million, or $0.21 per share, a year earlier. Management attributed higher expenses to its international build-out and said it expects the compensation ratio to remain elevated, while discretionary assets under management rose to $24.7 billion at June 30, 2026.
Revenue of $30.8 million for the three months ended June 30, 2026, up 0.4% from $30.7 million a year earlier.
Net income attributable to Silvercrest of $0.2 million, or $0.02 per diluted share, versus $1.9 million, or $0.21 per share, in the second quarter of 2025.
Adjusted EBITDA of $3.4 million, an 11.2% margin, versus $5.7 million and 18.7% a year earlier.
Compensation and benefits of $20.5 million, or 66.6% of revenue; board declared a $0.21 quarterly dividend payable September 18, 2026.
Fulgent Genetics reported second-quarter 2026 revenue of $85.4 million, up from $81.8 million a year earlier, but a GAAP loss of $29.5 million, or $(1.05) per share. The company also lowered its full-year 2026 revenue guidance to $330.0-$340.0 million, which its CFO attributed to processing delays tied to the final phase of a billing system transition. For shareholders, the revenue outlook cut and wider losses weigh against the higher sales.
Q2 2026 revenue was $85.4 million, compared with $81.8 million in Q2 2025.
GAAP loss was $29.5 million, or $(1.05) per share, versus a GAAP loss of $19.0 million, or $(0.62) per share, in Q2 2025.
Non-GAAP loss was $16.2 million, or $(0.58) per share, compared with non-GAAP income of $2.1 million, or $0.07 per share, a year earlier.
Full-year 2026 revenue guidance was revised to $330.0-$340.0 million, and the company bought about 1.5 million shares for $23.8 million in Q2.
SPS Commerce reported second quarter 2026 results, with revenue up 6% to $197.8 million and Adjusted EBITDA up 19% to $66.6 million. GAAP net income fell to $6.9 million, or $0.19 per diluted share, from $19.7 million, or $0.52, a year earlier, mainly due to a $23.5 million loss on the sale of a business. The company also issued updated 2026 guidance that reflects the June 30, 2026 divestiture of its 3P Revenue Recovery business.
Q2 2026 revenue was $197.8 million, up from $187.4 million in Q2 2025; net income was $6.9 million, or $0.19 per diluted share, versus $0.52 a year earlier.
Non-GAAP income was $46.4 million, or $1.27 per diluted share, compared with $1.00 in Q2 2025.
Guidance reflects a reduction of approximately $10.5 million in second half 2026 revenue from the 3P Revenue Recovery divestiture.
Full year 2026 revenue guidance is $788.4 million to $793.4 million, or 5% to 6% growth over 2025.
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
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.
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.
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
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
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%.
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.
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
TriNet reported second quarter 2026 results on July 30, 2026. Total revenues fell 5% to $1.2 billion, while net income rose to $53 million, or $1.15 per diluted share, from $37 million, or $0.77, a year earlier. The company raised its full-year 2026 earnings guidance, with diluted net income per share now expected at $2.85 to $3.35 and Adjusted Net Income per diluted share at $4.50 to $5.10.
Q2 2026 total revenues decreased 5% to $1.2 billion ($1,178 million) from $1,238 million a year earlier.
Q2 2026 net income was $53 million, or $1.15 per diluted share, versus $0.77 in Q2 2025; Adjusted Net Income was $72 million, or $1.55 per diluted share.
Full-year 2026 guidance: diluted net income per share of $2.85 to $3.35 and Adjusted Net Income per diluted share of $4.50 to $5.10.
Average Worksite Employees decreased 11% to approximately 298,000 in Q2 2026.
Baxter reported second-quarter 2026 sales of $2.96 billion, up 5%, and U.S. GAAP diluted EPS of $0.26, while adjusted diluted EPS of $0.56 fell 5% from a year earlier. The company raised its full-year 2026 adjusted EPS outlook to $1.95 to $2.15 from $1.85 to $2.05, and the results included a $0.11 per-share benefit from an IEEPA tariff refund. Shareholders also get a $0.01 quarterly dividend, payable October 1, 2026.
Q2 2026 sales of $2.96 billion rose 5% on both reported and organic bases; U.S. GAAP net income was $135 million from continuing operations.
Adjusted diluted EPS was $0.56, down from $0.59 a year earlier, partly offset by a $0.11 per-share IEEPA tariff refund benefit.
Full-year 2026 adjusted EPS guidance raised to $1.95 to $2.15 from $1.85 to $2.05; reported sales growth guidance raised to 3% to 4% from flat to 1%.
Board declared a quarterly cash dividend of $0.01 per share, payable October 1, 2026, to holders of record as of August 28, 2026.
Terex reported second quarter 2026 sales of $2.2 billion, up 50.5% on a reported basis and 8.5% on a pro forma basis, and raised its full-year 2026 outlook. Net income rose to $110 million, but diluted EPS of $0.96 was below $1.09 a year earlier, and adjusted EPS of $1.37 was below $1.49. Shareholders get a higher sales and EBITDA forecast, while per-share profit fell in the quarter.
Q2 2026 net sales of $2.2 billion, up 50.5% reported and 8.5% pro forma; diluted EPS $0.96 versus $1.09 in Q2 2025
Adjusted EPS of $1.37 versus $1.49 a year earlier; the company says it included about $8 million of IEEPA tariff refunds, net of a one-time customs accrual
2026 outlook raised: sales of $7.9 billion to $8.2 billion, adjusted EBITDA of $960 million to $1 billion, adjusted EPS of $4.70 to $5.10
Conference call scheduled for Thursday, July 30, 2026, at 8:30 a.m. Eastern Time
AMC Global Media reported second-quarter 2026 revenue of $547 million, down 8.8% from a year earlier, and a diluted loss of $0.51 per share compared with diluted earnings of $0.91 a year earlier. The company said it is increasing its full-year guidance and announced a Netflix license agreement for global co-exclusive streaming rights to The Walking Dead Universe, with a $500 million content license fee over five years.
Second-quarter net revenue was $547.5 million, down 8.8% from $600.0 million in the prior-year quarter.
Operating income fell to $15.9 million from $64.5 million; adjusted operating income was $46.1 million, down 57.9%.
Diluted EPS was $(0.51) versus $0.91 a year earlier; adjusted EPS was $(0.28) versus $0.69.
Netflix will pay a $500 million aggregate license fee over the five-year license period, with about $25 million expected in 2026.
Martin Marietta reported second-quarter 2026 revenues of $1.947 billion, up 21% from a year earlier, and raised its full-year 2026 revenue guidance to $7.2 billion to $7.4 billion. Diluted earnings per share from continuing operations fell 12% to $4.26, though adjusted diluted EPS rose 3% to $5.00, and the company reaffirmed its adjusted EBITDA guidance of $2.36 billion to $2.5 billion. The results come alongside a pending combination with Lhoist North America in a transaction valued at about $13.5 billion, which is not yet closed and is not included in the revised guidance.
Q2 2026 revenues were $1.947 billion, up 21%; aggregates shipments rose 17% to a record 61.6 million tons.
GAAP diluted EPS from continuing operations was $4.26, down 12%; adjusted diluted EPS was $5.00, up 3%.
Full-year 2026 revenue guidance raised to $7.2 billion to $7.4 billion; adjusted EBITDA guidance of $2.36 billion to $2.5 billion reaffirmed.
Agreement to combine with Lhoist North America signed June 27, 2026, valued at about $13.5 billion, expected to close in the second half of 2026.
OneWater Marine reported fiscal third-quarter 2026 revenue of $530.7 million, down 4.0% from a year earlier, and GAAP net income of $11.7 million, or $0.69 per diluted share, up from $0.65. Adjusted diluted EPS fell to $0.73 from $0.79, while adjusted EBITDA rose 15% to $37.8 million. The company also updated its full-year 2026 outlook, now calling for total revenue of $1.75 billion to $1.80 billion and adjusted diluted EPS of $0.35 to $0.55.
Q3 total revenue was $530.7 million, down 4.0%; same-store sales fell 2%, and the company cited the Ocean Bio-Chem divestiture and exited brands.
GAAP diluted EPS was $0.69 versus $0.65 a year earlier; adjusted diluted EPS was $0.73 versus $0.79.
Adjusted EBITDA was $37.8 million versus $32.8 million; gross margin rose 70 basis points to 24.0%.
Adjusted net debt leverage improved to 3.7x from 5.8x, and the fiscal 2026 target of below 4.0x was reached ahead of schedule.
Republic Airways reported second quarter 2026 revenue of $571.1 million, up 40.8% from a year earlier, after merging with Mesa Airlines on November 25, 2025. Net income fell to $31.2 million, or $0.68 per diluted share, from $37.4 million, or $0.94, a year earlier, while the company raised its full-year 2026 adjusted EBITDAR guidance to $395 million to $405 million from above $380.0 million.
Q2 2026 revenue was $571.1 million, up $165.5 million from the prior year quarter, mainly due to the Merger and higher block hour production.
Net income was $31.2 million, down from $37.4 million; diluted EPS was $0.68 versus $0.94. Adjusted net income per diluted share was $0.89.
Full-year 2026 revenue guidance was raised to about $2.1 billion from about $2.0 billion, and adjusted EBITDAR guidance to $395 million to $405 million from above $380.0 million.
Unrestricted cash and marketable securities were $277.6 million at June 30, 2026; total debt and lease liabilities were $1.2 billion.
American Electric Power reported second-quarter 2026 revenue of $5,445 million, up from $5,087 million a year earlier, but operating earnings fell to $742 million, or $1.36 per share, from $766 million, or $1.43 per share. The company raised its full-year 2026 operating earnings guidance to $6.25 to $6.55 per share from $6.15 to $6.45, which is a positive signal for shareholders even as quarterly profit declined.
Q2 2026 GAAP earnings were $713 million, or $1.31 per share, versus $1,226 million, or $2.29 per share, in Q2 2025
Q2 2026 operating earnings were $742 million, or $1.36 per share, versus $766 million, or $1.43 per share, a year earlier; the company cited the 2025 transmission minority interest sale and timing of tax-related items
2026 operating EPS guidance raised to $6.25 to $6.55 from $6.15 to $6.45; estimated GAAP EPS guidance is $6.16 to $6.46
Company reaffirmed 7% to 9% annual operating earnings growth through 2030, supported by a five-year, $78 billion capital plan
Air Products reported fiscal third-quarter 2026 GAAP results that include a $1,440.8 million net loss attributable to the company, driven by about $2.9 billion of pre-tax charges tied to project exits announced June 30, 2026. On a non-GAAP basis, adjusted EPS rose 12 percent to $3.47 and the company raised its full-year fiscal 2026 adjusted EPS guidance, which matters to shareholders because it signals stronger underlying earnings even as reported results turned sharply negative.
GAAP loss per share was $6.47 versus earnings of $3.24 per share a year earlier; sales rose 5 percent to $3.2 billion
Adjusted EPS of $3.47 rose 12 percent; adjusted operating income of $810 million rose 9 percent
Full-year fiscal 2026 adjusted EPS guidance raised to $13.39 to $13.49; fourth-quarter guidance is $3.55 to $3.65
Company will not proceed with the Louisiana Clean Energy Complex, discontinued the Casa Grande, Arizona hydrogen facility, and expects capital expenditures of about $3.5 billion for fiscal 2026
ADT reported second-quarter 2026 results with total revenue up 2% to $1.3 billion, while income from continuing operations fell 8% to $155 million. The company raised its 2026 outlook for Adjusted Free Cash Flow, revenue and Adjusted EPS, and declared a $0.055 per share dividend. For shareholders, the filing shows higher cash flow and capital returns alongside lower GAAP profit.
Total revenue rose 2% to $1,312 million for the three months ended June 30, 2026, driven mainly by higher security installation, product and other revenue.
GAAP income from continuing operations was $155 million, or $0.19 per diluted share, down $13 million; Adjusted EPS was $0.23, flat year over year.
The 2026 outlook now projects Adjusted Free Cash Flow growth of about 30%, total revenue growth of about 2% and Adjusted EPS growth of about 2% versus the prior year.
The Board declared a $0.055 per share dividend, payable October 1, 2026 to holders of record on September 10, 2026; the company repurchased 68 million shares for $478 million in the quarter.
Blackstone Mortgage Trust reported a second-quarter 2026 net loss attributable to the company of $81.2 million, or $(0.48) per share, compared with net income of $7.0 million, or $0.04 per share, a year earlier. Total net revenue rose to $158.1 million from $133.6 million, but the quarter included a $134.4 million increase in credit loss reserves, and book value per share fell to $19.31 from $20.20 at March 31, 2026.
Q2 2026 GAAP net loss attributable to the company was $81.2 million, or $(0.48) per share, versus net income of $7.0 million, or $0.04 per share, in Q2 2025.
Total net revenue was $158.1 million, up from $133.6 million in Q2 2025.
Distributable EPS was $0.31; before realized gains and losses it was $0.48, compared with $0.49 in Q1 2026.
Book value per share was $19.31 at June 30, 2026, versus $20.20 at March 31, 2026; the company paid a Q2 dividend of $0.47 per share.
Norwegian Cruise Line Holdings reported second quarter 2026 total revenue of $2.6 billion, up 4.9%, and adjusted EPS of $0.48, down 6.6% but above its prior guidance of $0.38. The company updated full-year 2026 guidance, expecting adjusted EPS of about $1.50 and adjusted EBITDA of about $2.5 billion, and said demand at its Norwegian Cruise Line brand remains under pressure.
Q2 total revenue rose 4.9% to $2.6 billion; GAAP net income was $223 million, or $0.48 per share, compared with $30 million a year earlier.
Adjusted EBITDA declined 4.1% to $666 million and adjusted EPS fell 6.6% to $0.48, both above guidance.
Q3 2026 Net Yield is expected to decline 8.9% on a constant currency basis; full-year 2026 Net Yield is expected to be down about 5%.
As of June 30, 2026, total debt was $15.0 billion, Net Leverage was 5.3x, and liquidity was $1.5 billion.
Granite reported second-quarter 2026 revenue up 29% year over year to $1.46 billion, but a net loss attributable to Granite of $278 million, or $(6.36) per diluted share, driven by a $360 million non-operating loss on convertible debt transactions. Excluding that loss, adjusted diluted EPS rose to $2.16 from $1.93, and the company raised its 2026 revenue guidance by $100 million, which matters to shareholders because the GAAP loss is large while the core operating measures improved.
Q2 revenue rose to $1.46 billion from $1.13 billion a year earlier, and adjusted EBITDA rose 22% to $186 million
Q2 net loss of $278 million, or $(6.36) per diluted share, compared with net income of $72 million, or $1.42 per diluted share, a year earlier
The $360 million loss on convertible debt transactions relates to the 3.75% convertible notes; Granite elected to settle the conversions primarily in cash
2026 revenue guidance raised to $5.3 billion to $5.5 billion from $5.2 billion to $5.4 billion
Xenia Hotels & Resorts reported a second-quarter 2026 net loss attributable to common stockholders of $19.3 million, or $0.21 per diluted share, compared with net income of $55.2 million, or $0.56 per share, a year earlier. The loss reflects a $38.8 million non-cash impairment charge tied to the Kimpton RiverPlace Hotel, which the company sold after quarter end, while adjusted FFO per diluted share rose 7.0% to $0.61 and the company raised the midpoint of its full-year Adjusted EBITDAre guidance by $7 million.
Q2 2026 net loss attributable to common stockholders was $19.3 million, or $0.21 per diluted share, versus net income of $55.2 million, or $0.56, in Q2 2025.
Q2 included a $38.8 million non-cash impairment charge related to the 85-room Kimpton RiverPlace Hotel, sold after quarter end for $11 million.
Adjusted EBITDAre was $78.1 million, down 1.8%; Adjusted FFO per diluted share was $0.61, up 7.0%.
Full-year 2026 Adjusted EBITDAre guidance is $267 million to $279 million, with the midpoint raised $7 million from the prior range of $258 million to $274 million.
Group 1 Automotive reported second-quarter 2026 diluted earnings per share from continuing operations of $8.62, down from $10.77 a year earlier, on total revenues of $5.4 billion versus $5.7 billion. The company also agreed to acquire Hennessy Automobile Companies' 10 Atlanta-area dealerships for an expected purchase price of approximately $1.3 billion, funded in part by $1.25 billion of new debt, which will weigh on shareholders through added leverage and integration risk.
Q2 2026 net income from continuing operations was $103.0 million, versus $139.8 million a year earlier; revenues fell 5.6%
Hennessy deal: approximately $1.3 billion purchase price, $10.0 million escrow deposit within five business days, expected closing by the 160th day after signing
Financing: JPMorgan Chase committed a 364-day senior unsecured bridge facility of $1.25 billion
The company did not repurchase shares in Q2 2026; $306.3 million remained under its buyback authorization as of June 30, 2026
WTW reported second-quarter 2026 revenue of $2.47 billion, up 9%, and adjusted diluted EPS of $3.35, up 17%. GAAP diluted EPS fell 27% to $2.43 and net income fell 30% to $231 million. The company also announced Propel, an AI and automation plan, and raised its share repurchase authority by $1.5 billion, while leaving full-year 2026 guidance unchanged.
Revenue rose 9% to $2.47 billion; organic revenue grew 5%.
Diluted EPS was $2.43, down 27%; adjusted diluted EPS was $3.35, up 17%.
Operating margin was 14.8%, down 150 basis points; adjusted operating margin was 19.5%, up 100 basis points.
Share repurchase authority increased by $1.5 billion; Propel targets about 30% adjusted operating margin in 2028 and full-year 2026 guidance remains unchanged.
Tetra Tech reported third-quarter fiscal 2026 revenue of $1.31 billion, down from $1.37 billion a year earlier, and EPS of $0.42 versus $0.43. The company raised its fiscal 2026 adjusted EPS guidance to $1.56 to $1.59 and also declared a $0.072 quarterly dividend, an 11% increase year over year.
Q3 revenue $1.31 billion vs. $1.37 billion a year earlier; net revenue $1.11 billion vs. $1.15 billion
Q3 EPS $0.42 vs. $0.43 a year earlier; operating income $158 million vs. $165 million
Fiscal 2026 adjusted EPS guidance raised to $1.56 to $1.59; net revenue range narrowed to $4.315 billion to $4.365 billion
Dividend of $0.072 per share payable August 27, 2026, to holders of record as of August 13, 2026; $100 million of stock repurchased in Q3
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