2,914 material Form 8-K filings that 2,352 companies we cover made with the SEC in August 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).
Ares Commercial Real Estate reported GAAP net income of $4.4 million, or $0.08 per diluted share, for the quarter ended June 30, 2026, compared with a net loss of $11.0 million, or $0.20 per share, a year earlier. The company also declared a $0.15 per share dividend for the third quarter of 2026, unchanged from the prior quarters, and the results are supported by higher total revenue of $14.4 million.
GAAP net income of $4.4 million, or $0.08 per diluted share, for Q2 2026, versus a net loss of $11.0 million, or $0.20 per share, in Q2 2025
Distributable Earnings (a non-GAAP measure) of $6.9 million, or $0.12 per diluted share, for Q2 2026
Total revenue of $14.4 million for Q2 2026, up from $12.6 million in Q2 2025
Third quarter 2026 dividend of $0.15 per share declared August 4, 2026, payable October 15, 2026 to holders of record as of September 30, 2026
TETRA Technologies reported second-quarter 2026 revenue of $185.7 million, up 7% from a year earlier and 19% from the first quarter, but income from continuing operations of $10.2 million was below the $11.3 million reported a year earlier. Adjusted EBITDA was $31.9 million, compared with $36.2 million in the second quarter of 2025, and the company raised $108.2 million in net proceeds from a June share sale and approved a final investment decision for its Arkansas Bromine Project.
Revenue $185.7 million vs $173.9 million a year earlier and $156.3 million in the first quarter of 2026
Net income per share from continuing operations $0.07 vs $0.08 a year earlier; adjusted net income per share $0.08 vs $0.09
Adjusted EBITDA $31.9 million vs $36.2 million a year earlier; Completion Fluids & Products Adjusted EBITDA margin 26.4% vs 36.9%
June 2026 issuance of about 12.4 million shares at $9.25 produced $108.2 million in net proceeds; Board approved Arkansas Bromine Project FID on May 28, 2026
Black Stone Minerals filed an 8-K to correct an error in its August 3, 2026 second quarter results press release, which had reported second quarter mineral and royalty acquisitions as $48.7 million. The correct figure is $37.2 million, and $48.7 million was the six-month amount. The release also shows mixed results: Q2 net income of $106.4 million fell from $120.0 million a year earlier but rose from $13.3 million in Q1 2026, while Adjusted EBITDA and distributable cash flow both increased year over year.
Q2 2026 mineral and royalty acquisitions corrected to $37.2 million from $48.7 million; $48.7 million reflected the six months ended June 30, 2026.
Q2 2026 net income was $106.4 million, versus $120.0 million in Q2 2025 and $13.3 million in Q1 2026.
Adjusted EBITDA was $91.3 million and distributable cash flow was $80.4 million, compared with $85.6 million and $76.2 million in Q2 2025.
Distribution of $0.32 per unit attributable to Q2 2026, a 7% increase over the prior quarter, payable August 13, 2026.
Duke Energy reported second-quarter 2026 reported EPS of $1.38 and adjusted EPS of $1.43, up from $1.25 in the second quarter of 2025. The company reaffirmed its 2026 adjusted EPS guidance of $6.55 to $6.80, so shareholders see higher quarterly earnings with no change to the full-year outlook.
Second-quarter 2026 reported EPS was $1.38 and adjusted EPS was $1.43, compared with $1.25 for both measures in the second quarter of 2025.
Reported results include $39 million after tax, or $0.05 per share, in charges related to regulatory settlements, excluded from adjusted EPS.
Electric Utilities and Infrastructure adjusted segment income was $1,310 million, compared with $1,194 million a year earlier.
2026 adjusted EPS guidance of $6.55 to $6.80 was reaffirmed; the long-term adjusted EPS growth rate of 5% to 7% through 2030 was also reaffirmed.
Leidos reported second-quarter fiscal 2026 revenue of $4.56 billion, up 7% year-over-year, while GAAP net income fell 9% to $356 million and GAAP diluted EPS fell to $2.81 from $3.01. The company raised its fiscal 2026 guidance for revenue, non-GAAP diluted EPS and operating cash flow, but GAAP profit declined from the prior year.
Revenue $4.56 billion, up 7% (4% organic); GAAP diluted EPS $2.81 vs. $3.01 a year earlier
Non-GAAP diluted EPS $3.26, up 2%; adjusted EBITDA $631 million, down 2%, with margin of 13.8% vs. 15.2%
Ainos reported second-quarter 2026 results for the period ended June 30, 2026. Revenue fell from $4,663 a year earlier to $152, and the net loss widened to $4,594,731 from $4,084,990, although the per-share loss narrowed to $0.62 from $0.99 as the share count rose. Shareholders face a sharp revenue decline, $11,000,000 in convertible notes now classified as current liabilities, and stockholders' equity that fell to $3,283,985 from $7,562,582.
Q2 2026 revenue was $152, versus $4,663 in Q2 2025; six-month revenue was $313, versus $110,870.
Q2 2026 net loss was $4,594,731, versus $4,084,990 a year earlier; basic and diluted loss per share was $0.62, versus $0.99.
Cash and cash equivalents rose to $1,422,912 at June 30, 2026, from $417,353 at December 31, 2025.
Convertible notes payable of $11,000,000 and a loan payable of $2,812,940 were current liabilities at June 30, 2026.
CVG reported second-quarter 2026 revenue of $195.2 million, up 13.5% from a year earlier, and a net loss from continuing operations of $8.7 million, or $(0.25) per diluted share, compared with a loss of $(0.12) per share in the prior-year quarter. The company raised its full-year 2026 revenue and Adjusted EBITDA guidance, though the larger loss, which includes a $3.4 million warrant liability charge, is a concern for shareholders.
Revenues of $195.2 million, up from $172.0 million in Q2 2025, driven by all three segments.
Net loss from continuing operations of $8.7 million, or $(0.25) per diluted share, versus $(0.12) a year earlier; includes a $3.4 million pre-tax warrant liability revaluation expense.
2026 revenue outlook raised to $725 million-$755 million from $660 million-$700 million; Adjusted EBITDA outlook raised to $26 million-$31 million from $24 million-$30 million.
Net proceeds of approximately $11.6 million from the at-the-market equity program were used to pay down the term loan.
Viemed Healthcare reported second-quarter 2026 net revenue of $78.1 million, a company record and up 23.9% from a year earlier, while net income attributable to the company fell to $2.8 million from $3.2 million. The company raised the low end of its full-year net revenue guidance but cut its Adjusted EBITDA guidance by $1 million at both ends of the range, to $64 million to $68 million.
Q2 2026 net revenue was $78.1 million, up $15.0 million, or 23.9%, from the prior-year quarter.
Net income attributable to Viemed was $2.8 million, or $0.07 per diluted share, versus $3.2 million in Q2 2025.
Adjusted EBITDA was $13.7 million, down 4.0% year over year; the prior-year period included a $1.0 million non-recurring gain.
2026 guidance: net revenue $314 million to $320 million (previously $312 million to $320 million); Adjusted EBITDA $64 million to $68 million (previously $65 million to $69 million).
The Andersons reported second quarter 2026 net income attributable to the company of $56.6 million, or $1.65 per diluted share, compared with $7.9 million, or $0.23 per diluted share, a year earlier. Adjusted diluted EPS was $2.15 versus $0.24, and quarterly sales and merchandising revenues were $3.10 billion, down slightly from $3.14 billion, so the headline measures point in different directions. The company also gave a full-year adjusted effective tax rate estimate of approximately 14% to 18% and will hold a conference call on August 4, 2026.
Net income attributable to the company was $56.6 million, or $1.65 per diluted share, versus $7.9 million, or $0.23, in Q2 2025.
Adjusted diluted EPS was $2.15 versus $0.24; adjusted EBITDA was $140.3 million versus $65.2 million.
Sales and merchandising revenues were $3.10 billion versus $3.14 billion in Q2 2025.
Renewables reported record second quarter pretax income of $65 million; the webcast is set for August 4, 2026 at 8:30 a.m. ET.
onsemi reported second-quarter 2026 revenue of $1,603.5 million, up 9% from a year earlier, with GAAP net income attributable to the company of $226.8 million versus $170.3 million in the second quarter of 2025. It also guided third-quarter 2026 revenue to $1,650 million to $1,750 million and GAAP diluted EPS to $0.79 to $0.91, and repurchased $332 million of shares in the quarter.
Q2 2026 revenue of $1,603.5 million, up 9% year over year and up from $1,513.3 million in Q1 2026
GAAP diluted EPS of $0.56 versus $0.41 in Q2 2025; non-GAAP diluted EPS of $0.74
Q3 2026 outlook: revenue of $1,650 million to $1,750 million and GAAP diluted EPS of $0.79 to $0.91
Free cash flow of $425.4 million and share repurchases of $332 million in the quarter
Atlas Energy Solutions reported second-quarter 2026 results on August 3, 2026. Revenue rose 10.4% from the first quarter to $293.2 million and the net loss narrowed to $25.1 million from $47.3 million, but the net loss was wider than the $5.6 million reported a year earlier and adjusted EBITDA of $49.5 million was below the $71.2 million in the second quarter of 2025. The company also said it signed its first long-term behind-the-meter power contract, for 120 MWs expected to come online at the end of the first quarter of 2027.
Total revenue of $293.2 million, up from $265.6 million in Q1 2026 and $288.7 million in Q2 2025.
Net loss of $25.1 million, compared with $47.3 million in Q1 2026 and $5.6 million in Q2 2025.
Adjusted EBITDA of $49.5 million, up from $29.9 million in Q1 2026 but down from $71.2 million in Q2 2025.
Total liquidity of $292.9 million as of June 30, 2026, including $168.2 million in cash; management expects 180 to 200 MWs of oilfield power deployed by the end of 2026.
National Presto reported second quarter 2026 net sales of $146.6 million, up from $120.4 million a year earlier, and net earnings of $15.9 million, or $2.21 per share, compared with $5.2 million, or $0.72 per share. Defense segment sales rose 27.2%, while Housewares/Small Appliances sales fell 6.2%, and part of that segment's operating earnings came from a tariff refund.
Q2 2026 net sales $146.6 million vs. $120.4 million in Q2 2025
Q2 2026 net earnings $15.9 million, $2.21 per share, vs. $5.2 million, $0.72 per share
Six months ended July 5, 2026: net sales $265.2 million and net earnings $22.5 million, $3.14 per share
Housewares/Small Appliance operating earnings of $2.2 million, mostly from a refund of tariffs the Supreme Court declared unauthorized
Cabot reported fiscal third-quarter 2026 net sales of $982 million, up from $923 million a year earlier, but diluted EPS fell to $0.12 from $1.86 after $1.55 per share of after-tax certain items, mainly restructuring and employee benefit plan termination charges. The company tightened its fiscal 2026 Adjusted EPS guidance to $6.15 to $6.45 from $6.00 to $6.50, and announced that Erica McLaughlin will succeed Sean Keohane as President and CEO effective October 1, 2026.
Third-quarter net sales rose to $982 million from $923 million; Adjusted EPS was $1.67 versus $1.90 a year earlier.
Net income attributable to Cabot was $6 million, down from $101 million, after $78 million of certain items in the quarter.
Fiscal 2026 Adjusted EPS guidance narrowed to $6.15 to $6.45 per share from $6.00 to $6.50.
Keohane will retire; McLaughlin is elected President, CEO and a Board member effective October 1, 2026.
Vornado reported second-quarter 2026 revenue of $462.2 million, up from $441.4 million a year earlier, and FFO as adjusted of $131.1 million, or $0.67 per diluted share, up from $0.56. GAAP net income attributable to common shareholders fell to $16.4 million, or $0.08 per diluted share, from $743.8 million, or $3.70, mainly because of an $803.2 million gain on the 770 Broadway master lease with NYU in the prior-year quarter.
Q2 2026 revenue was $462.2 million versus $441.4 million in Q2 2025.
FFO as adjusted was $131.1 million, or $0.67 per diluted share, versus $113.3 million, or $0.56, a year earlier.
GAAP net income attributable to common shareholders was $16.4 million, or $0.08 per diluted share, versus $743.8 million, or $3.70, in the prior-year quarter.
For the six months ended June 30, 2026, the company reported a net loss attributable to common shareholders of $6.4 million, or $0.03 per diluted share.
Innovex reported second-quarter 2026 revenue of $245 million, up 9% from a year earlier, and net income of $25 million, or $0.36 per diluted share, after a net loss in the first quarter tied to a $48.8 million legal settlement provision. The company also gave third-quarter guidance of $260 to $270 million in revenue and $51 to $57 million in Adjusted EBITDA, which includes TCO, a business it acquired on July 1, 2026 for $95 million in cash and stock.
Q2 2026 revenue was $244.9 million, up 2% from Q1 2026 and up 9% from Q2 2025.
Net income was $25.0 million ($0.36 per diluted share), compared with a net loss of $16.7 million in Q1 2026 and net income of $15.3 million in Q2 2025.
Adjusted EBITDA was $48.0 million, down from $49.3 million in Q1 2026 and up from $46.6 million in Q2 2025.
Cash and cash equivalents were $222 million at June 30, 2026, with no bank debt; free cash flow was $30.4 million.
HealthStream reported second-quarter 2026 revenue of $83.7 million, up 12.5% and a company record, with net income of $6.7 million and diluted EPS of $0.23, both up from the second quarter of 2025. The company raised its full-year 2026 revenue and adjusted EBITDA guidance but lowered its net income guidance, and declared a quarterly dividend of $0.035 per share.
Q2 2026 revenue $83.7 million, up 12.5% from $74.4 million; operating income $8.3 million, up 41.4%
Diluted EPS $0.23 versus $0.18 a year earlier; net income $6.7 million, up 23.8%
2026 revenue guidance raised to $327.0 million to $332.0 million from $323.0 million to $330.0 million
2026 net income guidance lowered to $19.5 million to $22.2 million from $20.4 million to $22.8 million; adjusted EBITDA guidance raised to $74.0 million to $78.0 million
Dorman Products reported second-quarter 2026 net sales of $544.6 million, up 0.7%, and diluted EPS of $2.93, up 53%, helped by IEEPA tariff cost recovery. The company raised its 2026 diluted and adjusted EPS guidance but lowered its net sales growth outlook to 3% to 5% from 7% to 9%.
Q2 net sales of $544.6 million, up 0.7%; gross margin 46.1% vs. 40.6% a year earlier
Diluted EPS $2.93 vs. $1.91; adjusted diluted EPS $3.08 vs. $2.06, with IEEPA tariff recovery adding $1.18 per share
2026 guidance: net sales growth cut to 3% to 5% from 7% to 9%; diluted EPS raised to $7.93 to $8.23 from $7.57 to $7.97
Repurchased $47 million of shares in the quarter; conference call on August 4, 2026 at 8:00 a.m. ET
Alamo Group reported second-quarter 2026 net sales of $450.7 million, up 7.6% from a year earlier, with Industrial Equipment sales up 12.8%. GAAP diluted EPS was $2.55, nearly flat against $2.57, while adjusted diluted EPS rose 7.2% to $2.82 after excluding items such as restructuring expenses. The Board also adopted amended and restated bylaws effective July 30, 2026, which update shareholder nomination and proposal procedures and address director interests in transactions.
Net sales were $450.7 million, up from $419.1 million; Industrial Equipment Division sales rose 12.8% to $271.6 million.
Net income was $30.9 million, down from $31.1 million; diluted EPS was $2.55 versus $2.57.
Adjusted diluted EPS was $2.82 versus $2.63, an increase of 7.2%; restructuring expenses were $4.0 million versus $0.6 million.
Amended and restated bylaws took effect July 30, 2026, covering director nominations, director compensation and transactions where a director has an interest.
New Jersey Resources reported fiscal third-quarter 2026 net income of $9.7 million, or $0.10 per share, compared with a net loss of $15.1 million, or $0.15 per share, a year earlier. The company narrowed its fiscal 2026 net financial earnings per share guidance to $3.52 to $3.62 from $3.48 to $3.63, raising the low end.
Q3 net income $9.7 million ($0.10 per share) versus a net loss of $15.1 million ($0.15 per share) in the same quarter of fiscal 2025.
Q3 net financial earnings (non-GAAP) $11.3 million ($0.11 per share) versus $6.2 million ($0.06 per share) a year earlier.
Fiscal 2026 NFEPS guidance tightened to $3.52 to $3.62 from $3.48 to $3.63.
Nine-month net income $351.1 million ($3.48 per share) versus $320.6 million ($3.20 per share); results webcast August 4, 2026 at 10 a.m. ET.
BWX Technologies reported second-quarter 2026 revenue of $901.6 million, up 18% from a year earlier, and GAAP diluted EPS of $0.97, up from $0.85. The company raised its 2026 guidance for adjusted EBITDA, non-GAAP EPS and free cash flow, and said the guidance includes the Precision Components Group acquisition, which closed July 1, 2026.
Q2 2026 revenue was $901.6 million, up from $764.0 million; Commercial Operations revenue rose 72% to $302.5 million.
GAAP diluted EPS was $0.97 versus $0.85; non-GAAP diluted EPS was $1.07 versus $1.02.
2026 guidance: adjusted EBITDA raised to $662 million-$672 million from $650 million-$665 million; non-GAAP EPS raised to $4.70-$4.80 from $4.60-$4.75.
Q2 free cash flow was $115.0 million, down 9% from $126.3 million; Government Operations operating income fell 3% to $105.7 million.
Tidewater reported second-quarter 2026 revenue of $342.3 million, roughly flat from $341.4 million a year earlier, but net income fell to $21.7 million ($0.43 per diluted share) from $72.9 million ($1.46) in the same quarter of 2025. The company also revised its 2026 revenue guidance to $1.42 billion to $1.47 billion and gross margin guidance to 49% to 50%, reflecting a delayed closing of the WSUT acquisition and Middle East conflict costs.
Q2 2026 revenue $342.3 million versus $341.4 million in Q2 2025; up 4.9% from Q1 2026.
Q2 2026 net income $21.7 million ($0.43 diluted) versus $72.9 million ($1.46 diluted) a year earlier.
Average day rate rose $655 per day (2.9%) from Q1 2026 to $22,938; weighted average leading edge day rate was $24,341.
2026 revenue guidance set at $1.42 billion to $1.47 billion; WSUT acquisition now expected to close around September 1, 2026; about $13.1 million of conflict-related costs expected in 2026.
Powell Industries reported fiscal 2026 third-quarter results for the period ended June 30, 2026, with revenue up 9% to $312 million and diluted earnings per share up 8% to $1.42. New orders of $934 million and backlog of $2.4 billion both rose sharply from a year earlier, and the company's board declared a quarterly dividend of $0.09 per share.
Net income was $52.2 million, or $1.42 per diluted share, up 8% from $1.32 a year earlier.
New orders totaled $934 million, up 158% from $362 million in the prior-year quarter; backlog reached $2.4 billion as of June 30, 2026, up 69%.
The board declared a $0.09 per share quarterly cash dividend, payable September 16, 2026, to shareholders of record on August 19, 2026.
Management is conference-calling on August 4, 2026 at 11:00 a.m. Eastern time.
Addus HomeCare reported second-quarter 2026 net service revenues of $377.4 million, up 8.0% from $349.4 million a year earlier. Net income rose to $27.6 million, or $1.49 per diluted share, from $1.20 per diluted share in the prior-year quarter. Because revenue, profit and per-share earnings all improved, the results point in a favorable direction for shareholders, though the filing gives no forward guidance.
Net service revenues were $377.4 million, up 8.0% from $349.4 million in Q2 2025
Net income was $27.6 million, or $1.49 per diluted share, versus $1.20 a year earlier
Adjusted EBITDA rose 11.9% to $49.2 million; cash flow from operations was $40.0 million
Results were released August 3, 2026; the conference call is set for August 4, 2026 at 9:00 a.m. Eastern Time
CRISPR Therapeutics reported second quarter 2026 results, with total revenue of $10.2 million versus $0.9 million a year earlier and a net loss of $91.2 million, down from $208.5 million. The company stated CASGEVY generated $76 million in second quarter revenue and that the FDA approved CASGEVY for children 2 years and older, while cash and marketable securities totaled $2.36 billion at June 30, 2026.
Net loss was $91.2 million, or $0.94 per share, versus a net loss of $208.5 million, or $2.40 per share, in Q2 2025
Total revenue was $10.2 million versus $0.9 million a year earlier; the filing shows $10.0 million of collaboration revenue
Cash, cash equivalents and marketable securities were $2,364.4 million at June 30, 2026, including $585.4 million of net proceeds from convertible senior notes issued in March 2026
Acquired in-process R&D expense fell to $2.5 million from $96.3 million, which the company linked to the 2025 Sirius Agreement
Diversified Healthcare Trust reported a second quarter 2026 net loss of $37.4 million, or $0.16 per share, compared with a net loss of $91.6 million, or $0.38 per share, a year earlier. Revenue fell to $365.4 million from $382.7 million, while normalized FFO rose to $38.9 million, and the company said its updated full year 2026 guidance is consistent with its June 1, 2026 release.
Net loss was $37.4 million, or $0.16 per share, for the quarter ended June 30, 2026, versus $91.6 million, or $0.38 per share, a year earlier.
Total revenues were $365.4 million, down from $382.7 million in the second quarter of 2025.
Normalized FFO was $38.9 million, or $0.16 per share, up 109.4% year over year.
Full year 2026 normalized FFO guidance is $135 million to $150 million, consistent with the June 1, 2026 release.
JBT Marel reported second quarter 2026 results with revenue up 5% to $981 million and diluted EPS of $0.54 versus $0.07 a year earlier. Results included a $33 million non-cash impairment charge, and the Prepared Food and Beverage Solutions segment came in below company expectations, while full-year revenue and adjusted EBITDA margin guidance was reiterated.
Q2 2026 revenue $981 million, up 5%; net income $28 million versus $3 million a year earlier
Diluted EPS $0.54 versus $0.07; adjusted EPS $1.95 versus $1.49
Prepared Food and Beverage Solutions revenue was flat at $514 million and adjusted EBITDA margin fell 70 basis points
FY 2026 adjusted EPS guidance refined to $7.85 - $8.35; GAAP diluted EPS guidance updated to $4.20 - $4.70
SBA Communications reported second quarter 2026 net income attributable to SBA of $198.8 million, or $1.87 per diluted share, down from $2.09 a year earlier, while site leasing revenue rose to $663.9 million from $631.8 million. It raised the midpoint of its full year 2026 site leasing revenue outlook by $2.0 million and declared a $1.25 per share quarterly dividend, so shareholders see higher revenue and a slightly higher outlook alongside lower per-share profit.
Diluted EPS was $1.87 versus $2.09; net income included an $8.0 million currency gain versus $30.4 million a year earlier.
Site leasing revenue was $663.9 million, up 5.1%; site development revenue was $51.4 million, down 23.5%.
Full year 2026 AFFO per share outlook is $11.95 to $12.40, with the midpoint up $0.02 from April 29, 2026.
Quarterly cash dividend of $1.25 per share is payable September 17, 2026 to holders of record on August 20, 2026.
Crescent Energy reported second-quarter 2026 revenue of $1.39 billion, up from $898 million a year earlier, and net income attributable to the company of $492.8 million, up from $153.2 million. The company raised its 2026 total and oil production guidance and lowered its adjusted operating expense and production tax guidance, while keeping its development capital outlook unchanged.
Q2 2026 revenue was $1.39 billion versus $898 million in Q2 2025; diluted EPS was $1.30 versus $0.60.
Record operating cash flow of $707 million and record levered free cash flow of $418 million in the quarter.
2026 total production guidance raised to 327-335 MBoe/d from 320-335 MBoe/d; adjusted opex guidance lowered to $11.00-$12.00/Boe from $11.50-$12.50/Boe.
Quarterly dividend of $0.12 per share payable August 31, 2026; about $336 million remains on the share repurchase program.
Jackson Financial reported second quarter 2026 net income of $644 million, or $9.16 per diluted share, versus $168 million, or $2.34, a year earlier. Adjusted operating earnings, which the company says better reflect underlying performance, rose to a record $7.30 per diluted share from $4.87, helped by higher spread and fee income and a lower share count from buybacks.
Net income attributable to common shareholders was $644 million, or $9.16 per diluted share, compared with $168 million, or $2.34, in Q2 2025.
Adjusted operating earnings were $513 million, or a record $7.30 per diluted share, compared with $350 million, or $4.87, in Q2 2025.
Retail annuity sales were $5.9 billion, up 34% from Q2 2025, including record RILA sales of $2.3 billion.
The company returned $290 million to common shareholders in the quarter, including $227 million of share repurchases and $63 million in dividends.
Crawford & Company reported second-quarter 2026 revenues before reimbursements of $321.4 million, down slightly from $323.0 million a year earlier, while GAAP net income rose 73% to $13.4 million. The Board approved an increase in the quarterly dividend to $0.08 per share, and the company said its International Operations and Broadspire segments drove the results.
Revenues before reimbursements were $321.4 million versus $323.0 million in Q2 2025.
Diluted EPS for CRD-A was $0.27 versus $0.16; non-GAAP diluted EPS was $0.38 versus $0.22.
International Operations operating earnings rose to $10.9 million from $7.3 million, with operating margin at 7.9% versus 5.5%.
Q2 2026 included a $2.3 million software impairment and a $1.3 million net loss on disposition of businesses.
Williams reported second-quarter 2026 GAAP net income of $827 million, or $0.68 per diluted share, up 51% from a year earlier, and raised its 2026 Adjusted EBITDA guidance midpoint by $200 million to $8.4 billion. The company also agreed to acquire Momentum Midstream for up to $5.5 billion, which would expand its Haynesville natural gas footprint and is subject to customary closing conditions, including Hart-Scott-Rodino clearance.
Q2 2026 GAAP net income $827 million ($0.68 per diluted share), up 51% vs. Q2 2025; Adjusted EBITDA $1.921 billion, up 6%
Adjusted net income $614 million ($0.50 per diluted share), up 8% vs. Q2 2025
2026 Adjusted EBITDA guidance now $8.3 billion to $8.5 billion, midpoint raised by $200 million to $8.4 billion
Momentum Midstream deal valued at up to $5.5 billion (about $3.5 billion cash and debt, roughly $2 billion Williams equity); earnings call Tuesday, Aug. 4, 9:30 a.m. Eastern
United Fire Group reported second quarter 2026 results on August 3, 2026, with net income up 45% from a year earlier to $33.4 million ($1.29 per diluted share) and adjusted operating income up 42% to $33.7 million ($1.30 per diluted share). The combined ratio improved 1.1 points to 95.3%, mainly due to lower catastrophe losses, and net written premium rose 9% to $406.4 million, so shareholders saw higher quarterly profit on stronger premium growth and investment income. The filing does not include new guidance.
Net income was $33.4 million ($1.29 per diluted share) versus $22.9 million ($0.87) in the second quarter of 2025.
Combined ratio improved to 95.3% from 96.4%; catastrophe loss ratio fell to 2.7% from 5.5%.
Net written premium rose 9% to $406.4 million; net investment income rose 33% to $28.9 million.
Book value per share was $38.02 at June 30, 2026, up $1.14 from December 31, 2025; a $0.20 per share dividend was paid in the quarter.
New Mountain Finance reported adjusted net investment income of $24.7 million, or $0.26 per share, for the quarter ended June 30, 2026, down from $0.32 per share in the second quarter of 2025. Net asset value was $10.89 per share, compared with $10.92 at March 31, 2026, and the company declared a third quarter distribution of $0.25 per share, below the $0.32 paid in third quarter 2025.
Adjusted net investment income of $24.7 million, or $0.26 per weighted average share, versus $0.32 in Q2 2025
Net increase in net assets from operations of $17.3 million ($0.18 per share) versus $7.8 million ($0.07 per share) a year earlier
Non-accruals fell to 1.5% of fair value in Q2 from 2.6% in Q1
Third quarter distribution of $0.25 per share, payable September 30, 2026, to holders of record as of September 16, 2026
Ibotta reported second quarter 2026 results for the period ended June 30, 2026. Revenue rose 3% year over year to $88.9 million and exceeded the upper end of its guidance range, but the company posted a GAAP net loss of $1.2 million, compared with net income of $2.5 million a year earlier. Adjusted EBITDA fell 7% to $16.5 million, and the company guided third quarter 2026 revenue to $86 million to $90 million.
Total revenue of $88.9 million, up 3% year over year; third-party publisher redemption revenue rose 27% to $61.5 million.
GAAP net loss of $1.2 million, or $0.05 per diluted share, versus net income of $2.5 million in the second quarter of 2025.
Adjusted EBITDA of $16.5 million, down 7% year over year, with an 18.6% margin.
Third quarter 2026 outlook: revenue of $86 million to $90 million and adjusted EBITDA of $12 million to $14 million.
BRC Inc. reported second-quarter 2026 net revenue of $107.0 million, up 12.8% from a year earlier, and a net loss of $0.2 million, compared with $14.5 million in the second quarter of 2025. The company affirmed its full-year 2026 guidance of at least 8% revenue growth and at least 35% Adjusted EBITDA growth. For shareholders, revenue growth and a much smaller loss point in a positive direction, while Outpost revenue fell 15.0%.
Net revenue rose 12.8% to $107.0 million; Wholesale revenue rose 15.2% to $70.6 million and DTC revenue rose 13.6% to $31.4 million.
Net loss was $0.2 million versus $14.5 million in Q2 2025; Adjusted EBITDA was $6.3 million versus $2.4 million.
Full-year 2026 guidance affirmed: at least 8% revenue growth, gross margin of 34% to 36%, and at least 35% Adjusted EBITDA growth.
Outpost revenue fell 15.0% to $5.0 million on lower transaction volumes and lower average order value.
Whirlpool reported second-quarter 2026 net sales of $3.5 billion, down 6.8% from a year earlier, and ongoing EBIT of $62 million, down 69.1%. The company revised its full-year 2026 EPS outlook to reflect higher interest expense while keeping its revenue and margin outlook unchanged.
Net sales were $3,517 million versus $3,773 million; ongoing EBIT was $62 million versus $200 million
GAAP EPS was $1.15 versus $1.17; ongoing EPS was $(0.21) versus $1.34 a year earlier
Full-year 2026 ongoing EPS outlook is $2.50 to $3.00 and GAAP EPS outlook is $2.25 to $2.75, revised for new interest expense
Completed a $2 billion asset-based lending facility and issued $2 billion in secured bonds, clearing debt maturities until 2028
Vertex reported second-quarter 2026 revenue of $204.0 million, up 10.5% year-over-year, and swung to net income of $9.0 million from a net loss of $1.0 million a year earlier. The company raised its adjusted EBITDA outlook for full-year 2026 to $206.0 million to $210.0 million while narrowing its revenue guidance to $825.0 million to $830.0 million, which bears on shareholder expectations for the second half.
Q2 2026 total revenues of $204.0 million, up 10.5%; cloud revenues of $101.7 million, up 17.9%.
Net income of $9.0 million, or $0.06 per share, versus a net loss of $1.0 million, or $0.01 per share, a year earlier; loss from operations widened to $4.4 million from $3.9 million.
Adjusted EBITDA of $51.0 million, up from $38.4 million; margin of 25.0% versus 20.8%.
Q3 2026 guidance: revenues of $208.0 million to $211.0 million and adjusted EBITDA of $55.0 million to $57.0 million; full-year adjusted EBITDA outlook of $206.0 million to $210.0 million.
Ultra Clean Holdings reported second-quarter 2026 revenue of $644.9 million, up from $533.7 million in the prior quarter and $518.8 million a year earlier. GAAP net income was $8.7 million, or $0.19 per diluted share, compared with a $162.0 million loss a year earlier that included a $151.1 million goodwill impairment. The company guided third-quarter 2026 revenue to $700 million to $750 million and GAAP diluted earnings per share to $0.67 to $0.87.
Q2 2026 revenue was $644.9 million, versus $533.7 million in Q1 2026 and $518.8 million in Q2 2025.
GAAP net income was $8.7 million, or $0.19 per diluted share, versus a net loss of $17.9 million in Q1 2026 and a $162.0 million loss in Q2 2025.
Non-GAAP net income was $32.3 million, or $0.70 per diluted share, versus $0.31 in Q1 2026.
Q3 2026 outlook: revenue of $700 million to $750 million and GAAP diluted EPS of $0.67 to $0.87.
GeneDx reported second quarter 2026 revenue of $114.4 million, up 11% year-over-year, with exome and genome volume up 32%. It posted a GAAP net loss of $17.7 million, compared with net income of $10.8 million a year earlier, and reaffirmed full-year 2026 revenue guidance of $475 to $490 million, while its loan facility with Blackstone was expanded to $150.0 million.
Q2 2026 revenue was $114.4 million, up 11% year-over-year; exome and genome test volume was 30,785, up 32%.
GAAP net loss was $17.7 million ($0.60 per share) versus net income of $10.8 million in Q2 2025; adjusted net income was $0.4 million versus $16.4 million a year earlier.
Full-year 2026 revenue guidance of $475 to $490 million was reaffirmed; third-quarter revenue guidance is $122 to $124 million.
On August 3, 2026, the Blackstone loan facility was increased to $150.0 million, and pro forma cash is approximately $188 million.
Metallus reported second-quarter 2026 net sales of $341.0 million, up 12% from the prior-year quarter, and net income of $8.9 million, or $0.21 per diluted share, versus $3.7 million, or $0.09, a year earlier. The company expects third-quarter adjusted EBITDA to be slightly higher than the second quarter of 2026 and the third quarter of 2025, and it refinanced its credit facility to June 2031.
Second-quarter net sales $341.0 million, up 11% sequentially from $308.3 million and up 12% from $304.6 million a year earlier
Net income $8.9 million, or $0.21 per diluted share; adjusted EBITDA $29.0 million, up 9% year over year
Operating cash flow $12.8 million in the quarter; cash and cash equivalents $108.6 million as of June 30, 2026
Third-quarter adjusted EBITDA expected to be slightly higher than Q2 2026 and Q3 2025; conference call set for August 4, 2026 at 9:00 a.m. ET
Paymentus reported unaudited second quarter 2026 results on August 3, 2026, with revenue of $360.7 million, up 28.8% year over year, and GAAP net income of $25.6 million, compared with $14.7 million a year earlier. The company also gave third quarter and full year 2026 guidance, with full year revenue expected at $1,443 million to $1,458 million, which gives shareholders a current outlook for the rest of the year.
Revenue was $360.7 million, up 28.8% year over year, on 213.4 million transactions, up 21.4%.
Diluted GAAP EPS was $0.20, compared with $0.11 a year earlier; net income was $25.6 million versus $14.7 million.
Adjusted EBITDA was $48.8 million, up 54.0%, with an adjusted EBITDA margin of 41.3%.
Guidance: Q3 2026 revenue of $353 million to $363 million; full year 2026 revenue of $1,443 million to $1,458 million.
Innovative Industrial Properties reported second quarter 2026 total revenues of $63.3 million, up 0.7% from $62.9 million a year earlier, and net income attributable to common stockholders of $40.7 million, or $1.36 per diluted share, compared with $25.1 million, or $0.86 per share, in the second quarter of 2025. Net income included an $11.8 million gain on sale of real estate, and AFFO rose to $1.83 per diluted share from $1.71, while the company declared a $1.90 per share dividend for the quarter.
Total revenues of $63.3 million versus $62.9 million in the second quarter of 2025, an increase of 0.7%
Net income attributable to common stockholders of $40.7 million, or $1.36 per diluted share, versus $0.86 a year earlier
AFFO of $53.0 million, or $1.83 per diluted share, versus $1.71; Normalized FFO of $1.70 per share versus $1.60
Board declared a second quarter 2026 dividend of $1.90 per common share, paid July 15, 2026; conference call set for August 4, 2026
Snap reported second-quarter 2026 results on August 3, 2026, with revenue of $1.6 billion, up 19% from a year earlier, and a net loss of $164 million, down from $263 million. Adjusted EBITDA rose to $250 million from $41 million, and free cash flow was $121 million, compared with $24 million. Shareholders should note $128.5 million in restructuring charges, which the company excluded from Adjusted EBITDA, and that the Q3 2026 outlook was to be discussed on the earnings call rather than in the filing.
Q2 2026 revenue was $1,599 million, up 19% from $1,345 million; diluted net loss per share was $0.10, versus $0.16 a year earlier.
Net loss was $164 million, compared with $263 million; operating loss was $171 million, compared with $260 million.
Restructuring charges of $128.5 million were included in results for the quarter and excluded from Adjusted EBITDA.
Free cash flow was $121 million for the quarter, compared with $24 million; the Q3 2026 outlook was not included in the release.
UFP Technologies reported record second-quarter 2026 results, with net sales up 15.1% to $174.0 million and net income up 21.4% to $20.9 million from a year earlier. The company also said its Dominican Republic investments are creating near-term mix and margin pressure in its U.S. operations, which shareholders may weigh against the higher sales and profit.
Q2 2026 net income was $20.9 million, up from $17.2 million in Q2 2025; GAAP diluted EPS was $2.68 versus $2.21
Adjusted diluted EPS was $2.92 versus $2.50; organic sales growth was 12.4% for the quarter
SG&A rose 21.8% to $22.8 million, and gross margin increased to 29.3% from 28.8%
The company will hold a conference call on Tuesday, August 4, 2026, at 8:30 AM Eastern
Medifast reported second quarter 2026 revenue of $76.4 million, down 27.6% from $105.6 million a year earlier, and a net loss of $3.1 million, or $0.28 per diluted share, compared with net income of $2.5 million, or $0.22 per share, in the prior-year quarter. The company expects full year 2026 revenue of $270 million to $300 million and a loss of $0.25 to $1.75 per share, so shareholders face continued losses and lower sales.
Active earning coaches fell 48.7% to 11,700 from 22,800 a year earlier, and the company expects the number to keep declining in 2026.
Gross profit margin was 69.9%, down from 72.6%, and loss from operations was $4.3 million versus $1.1 million a year earlier.
Full year 2026 guidance: revenue of $270 million to $300 million and loss per share of $0.25 to $1.75.
Third quarter 2026 guidance: revenue of $60 million to $80 million and loss per share of $0.15 to $0.65, excluding one-time Catalyst program costs.
Clorox reported fourth-quarter and fiscal 2026 results on August 3, 2026, with net sales down 2% to $1.95 billion and diluted EPS down 50% to $1.34, as lapping ERP-related shipments and GOJO acquisition costs weighed on results. For fiscal 2027 the company expects net sales to rise 13% to 14%, including about 9.5 points from the GOJO acquisition, and diluted EPS of $5.41 to $5.71, while describing the operating environment as challenging.
Q4 net sales decreased 2% to $1.95 billion; GOJO added about 10 points, while organic sales decreased 13%.
Q4 diluted EPS was $1.34 versus $2.68 a year earlier; adjusted EPS was $1.66 versus $2.87.
Fiscal 2026 net sales fell 5% to $6.72 billion and diluted EPS fell 26% to $4.81; operating cash flow was $612 million versus $981 million.
Fiscal 2027 outlook: adjusted EPS of $5.70 to $6.00, and gross margin of about 42%.
SI-BONE reported second-quarter 2026 worldwide revenue of $56.0 million, up 15.2% from a year earlier, and a net loss of $4.1 million, narrowed from $6.2 million. The company raised its 2026 worldwide revenue guidance to $231 million to $233 million from $230 million to $233 million, and it kept gross margin guidance at about 79%. For shareholders, the filing shows faster sales growth, a smaller loss and a higher low end of the revenue forecast.
Q2 2026 worldwide revenue was $56.0 million, up 15.2%; U.S. revenue was $53.2 million, up 14.7%.
Net loss narrowed to $4.1 million, or $0.09 per diluted share, from $6.2 million, or $0.14, a year earlier.
2026 revenue guidance is now $231 million to $233 million, implying growth of about 15% to 16%, versus the prior $230 million to $233 million.
Cash and equivalents were $145.9 million as of June 30, 2026, up from $144.7 million on March 31, 2026.
Vitesse Energy reported second quarter 2026 net income of $33.1 million, up from $24.7 million a year earlier, and total revenue of $91.0 million, up 11%. Net income includes a non-cash unrealized derivative gain of $40.2 million, and adjusted net income was $1.8 million, so the reported profit gain relies heavily on that non-cash item. The company also narrowed its 2026 production and capital expenditure guidance and declared a third quarter dividend of $0.4375 per share.
Net income was $33.1 million ($0.77 diluted per share) versus $24.7 million ($0.60 per diluted share) in Q2 2025; adjusted net income was $1.8 million.
Total revenue was $91.0 million, up 11% from $81.8 million; average realized oil price before hedging was $91.98 per Bbl, up 55%.
2026 guidance was narrowed: production to 16,300-17,200 Boe per day (from 16,000-17,500) and total cash capital expenditures to $65-80 million (from $50-80 million).
Third quarter dividend of $0.4375 per share is payable September 30, 2026, to holders of record as of September 15, 2026.
SITE Centers reported a second-quarter 2026 net loss of $1.3 million, or $0.03 per diluted share, compared with net income of $46.5 million, or $0.88 per share, a year earlier, mainly due to a smaller gain on property sales and higher impairment charges. The company is still working to resolve its DTP joint venture, where a buy-sell notice requires the partner to decide by August 31, 2026, so shareholders face uncertainty over the timing and value of that exit.
Q2 2026 net loss was $1.3 million ($0.03 per diluted share) versus net income of $46.5 million ($0.88 per share) in Q2 2025.
Operating FFO was a loss of $4.6 million ($0.09 per diluted share) versus income of $8.3 million ($0.16 per share) a year earlier.
Sold Meadowmont Crossing and The Pike Outlets for aggregate gross sales prices of $61.1 million; unrestricted cash was $238.9 million at June 30, 2026.
Partner must decide by August 31, 2026 whether to buy the company's 20% DTP stake for about $32.4 million or sell its 80% stake for about $129.6 million.
ORIC Pharmaceuticals reported a second-quarter 2026 net loss of $41.5 million, up from $36.4 million a year earlier, as research and development spending rose. Loss per share narrowed to $0.38 from $0.47, but the filing shows a higher weighted-average share count, and the company said cash and investments of $387.6 million, including $59.9 million raised under its at-the-market program, fund operations into the second half of 2028.
Net loss was $41.5 million for the quarter ended June 30, 2026, versus $36.4 million a year earlier; loss per share was $0.38 versus $0.47.
R&D expenses rose to $36.3 million from $30.5 million, mainly due to external costs for rinzimetostat.
Cash, cash equivalents and investments totaled $387.6 million as of June 30, 2026, which the company expects to fund its operating plan into the second half of 2028.
The Himalayas-1 global Phase 3 trial of rinzimetostat was initiated, and a supply agreement with Bayer provides darolutamide for the trial at no cost.
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