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).
Marcus & Millichap reported preliminary second quarter 2026 results, with total revenue up 17.8% to $202.9 million from $172.3 million a year earlier. Net income was $3.9 million, or $0.10 per diluted share, compared with a net loss of $11.0 million, or $0.28 per share, in the second quarter of 2025. The company has not yet filed its Form 10-Q, so the results remain subject to change.
Total revenue rose 17.8% to $202.9 million; real estate brokerage commissions rose 18.1% to $167.0 million.
Net income was $3.9 million, or $0.10 per diluted share, versus a net loss of $11.0 million, or $0.28 per share, a year earlier.
Cost of services rose to 62.4% of total revenue, up 50 basis points, which the company attributed to higher commissions for senior investment sales and financing professionals.
The Board declared a semi-annual dividend of $0.25 per share on July 31, 2026, payable October 6, 2026; about $90.1 million remained under the repurchase program as of August 3, 2026.
TTM Technologies reported second quarter 2026 net sales of $1.0 billion, up 37% from $730.6 million a year earlier, with GAAP net income of $83.0 million, or $0.77 per diluted share, versus $0.40 a year earlier. The company also guided third quarter net sales to $1.10 billion to $1.14 billion and non-GAAP EPS to $1.21 to $1.27, and expects full-year 2026 net sales of about $4.4 billion, with non-GAAP EPS approaching $5.00, excluding pending acquisitions.
Q2 2026 net sales were $1.0 billion, up 37% from $730.6 million; GAAP net income was $83.0 million, or $0.77 per diluted share, versus $41.5 million, or $0.40, a year earlier
Non-GAAP net income was $106.9 million, or $0.99 per diluted share, compared with $0.58 in Q2 2025; adjusted EBITDA was $166.8 million, or 16.6% of net sales
Q3 2026 guidance: net sales of $1.10 billion to $1.14 billion and non-GAAP EPS of $1.21 to $1.27 per diluted share
Full-year 2026 outlook: net sales of about $4.4 billion and non-GAAP EPS approaching $5.00; guidance excludes pending acquisitions of Swiss Technology Group AG and ILFA GmbH
LifeStance Health Group reported second-quarter 2026 revenue of $435.4 million, up 26%, and net income of $23.6 million, compared with a net loss of $3.8 million a year earlier. The company raised its full-year 2026 revenue, Center Margin and Adjusted EBITDA guidance and approved a new $100 million share repurchase program, which replaces its prior $100 million program from February 24, 2026.
Q2 2026 revenue was $435.4 million, up 26% from $345.3 million; net income was $23.6 million versus a net loss of $3.8 million in Q2 2025.
Adjusted EBITDA rose 94% to $66.0 million, or 15.2% of total revenue, compared with $34.0 million a year earlier.
Full-year 2026 revenue guidance was raised to $1.685 billion to $1.725 billion, and Adjusted EBITDA guidance is $215 million to $235 million.
The Board approved a $100 million share repurchase program on August 5, 2026, replacing the prior $100 million program approved February 24, 2026.
ATN International reported second quarter 2026 revenue of $184.5 million, up 2% from a year earlier, and Adjusted EBITDA of $49.7 million, up 9%. Net income attributable to shareholders was $167.3 million, or $10.71 per diluted share, mainly because of a $229.9 million gain on the initial closing of its US tower portfolio sale. The company reaffirmed its 2026 Adjusted EBITDA guidance of $183 million to $193 million and said its Board raised the share repurchase authorization by $15 million to $30 million on July 31, 2026.
Q2 revenue rose to $184.5 million from $181.3 million; Adjusted EBITDA rose to $49.7 million from $45.8 million
Net income attributable to ATN stockholders was $167.3 million, or $10.71 per diluted share, versus a net loss of $7.0 million, or $0.56 per share, a year earlier
Tower sale initial closing on June 2, 2026 brought $267.7 million in cash, with up to $29.6 million more possible at later closings
Board approved a $15 million increase in the buyback authorization to $30 million on July 31, 2026; no shares were repurchased in the second quarter
EPAM reported second-quarter 2026 revenue of $1.415 billion, up 4.5% year over year, with GAAP diluted EPS of $1.97 (up 26.3%) and non-GAAP diluted EPS of $3.38 (up 22.0%). The company updated its full-year 2026 outlook, now expecting GAAP diluted EPS of $8.22 to $8.38 and non-GAAP diluted EPS of $13.08 to $13.24, and gave third-quarter revenue guidance of $1.410 billion to $1.425 billion.
Q2 2026 revenue was $1.415 billion, up 4.5%; organic constant currency growth was 3.4%
GAAP income from operations rose 20.4% to $152.2 million; non-GAAP income from operations rose 14.7% to $232.7 million
Full-year 2026 revenue growth guidance is 3.2% to 4.2%, with organic constant currency growth of 2.0% to 3.0%
Cash used in operating activities was $38.8 million in the first six months of 2026, versus $77.4 million provided a year earlier; share repurchases totaled $409.0 million year to date
CPS Technologies reported fiscal second-quarter 2026 revenue of $8.3 million, up from $8.1 million a year earlier, but swung to an operating loss of $(0.2) million from a $0.1 million operating profit, and gross margin fell to 14.8 percent from 16.5 percent. The company also completed a secondary offering with gross proceeds of $9.6 million to fund growth and its planned move to a new facility.
Revenue was $8.3 million versus $8.1 million in the prior-year quarter.
Gross margin was 14.8 percent versus 16.5 percent a year earlier; SG&A expenses rose approximately $0.3 million year over year.
Operating loss was $(0.2) million versus an operating profit of $0.1 million; net income was just under $40,000, or $0.00 per diluted share.
A secondary offering raised gross proceeds of $9.6 million.
SandRidge reported second-quarter 2026 net income of $26.7 million, or $0.72 per basic share, compared with $19.6 million, or $0.53 per share, a year earlier. Revenue rose 48% year over year to $51.1 million, driven by higher oil prices and new production, though adjusted net income per share slipped from $0.59 in the first quarter to $0.57. The board also declared a $0.13 per share dividend.
Q2 2026 net income was $26.7 million, or $0.72 per basic share, up from $18.7 million, or $0.51, in Q1 2026 and $19.6 million, or $0.53, in Q2 2025.
Adjusted net income was $21.0 million, or $0.57 per basic share, down from $0.59 in Q1 2026 and up from $0.33 in Q2 2025.
Oil, natural gas and NGL revenue was $51.1 million, up 3% from Q1 2026 and 48% from Q2 2025; cash and cash equivalents were $114.7 million at June 30, 2026.
A $0.13 per share dividend is payable August 31, 2026 to holders of record on August 19, 2026, with a dividend reinvestment option; the Cherokee acreage acquisition is expected to close in Q3 2026.
CF Industries reported second-quarter 2026 net sales of $2.2 billion, up from $1.9 billion a year earlier, and net earnings attributable to common stockholders of $727 million, up from $386 million. Adjusted EBITDA rose to $1.2 billion from $761 million, and the company said its Yazoo City Complex remains offline and is expected to resume operations in the first half of 2027, which affects its 2026 ammonia output.
Q2 2026 net earnings attributable to common stockholders were $727 million, or $4.73 per diluted share, versus $386 million, or $2.37 per diluted share, in Q2 2025.
Q2 2026 net sales were $2.2 billion ($2,222 million) versus $1.9 billion in Q2 2025; gross margin was 51.5% versus 39.9%.
The company returned $302 million to shareholders in Q2 2026, including about 2 million shares repurchased for $225 million, and declared a quarterly dividend of $0.60 per share, a 20% increase over the prior quarterly dividend.
Gross ammonia production for 2026 is expected to be about 9.5 million tons, including the impact of the Yazoo City outage that followed an incident in November 2025.
Office Properties Income Trust reported second quarter 2026 results, including a predecessor-period net loss of $789.0 million driven by $745.3 million of reorganization items, and a successor-period net loss of $3.1 million for June 18 through June 30, 2026. The company said it exited Chapter 11 bankruptcy and reduced debt by $714 million, which shapes how shareholders read the large loss against a much smaller post-exit balance sheet.
Predecessor period (April 1 to June 17, 2026) net loss was $789.0 million, including $745.3 million of reorganization items, net.
Successor period (June 18 to June 30, 2026) net loss was $3.1 million, or $0.14 per share; Normalized FFO was $4.5 million, or $0.20 per share.
The company exited Chapter 11 and reduced debt by $714 million; debt principal was $1,707.3 million as of June 30, 2026.
In July 2026 the company sold two properties for $58.5 million, and it is under agreement to sell nine more for $49.7 million, excluding closing costs.
Nine Energy Service reported second quarter 2026 revenue of $141.8 million, up sequentially and within its guidance range, but adjusted EBITDA of $8.6 million fell below its guidance range and the company posted a net loss of $(4.9) million, or $(0.35) per diluted share. The CEO said two large-diameter coiled tubing units, about 17% of that fleet, were taken out of service for maintenance, and it expects third-quarter revenue and profitability to be flat to modestly down from the second quarter.
Q2 2026 revenue $141.8 million; net loss $(4.9) million, or $(0.35) per diluted share; adjusted EBITDA $8.6 million, below guidance
Two large-diameter coiled tubing units (about 17% of that fleet) were out of service; one returned early in Q3, the other is expected back near year-end
Q3 2026 revenue and profitability expected flat to modestly down versus Q2; full-year capital expenditures guidance unchanged at $20 to $30 million
Total liquidity of $46.8 million as of June 30, 2026, including $97.3 million of revolver borrowings
Royal Gold reported second-quarter 2026 revenue of $450.5 million, up from $209.6 million a year earlier, and net income of $236.4 million ($2.78 per share), up from $132.3 million. The company also reported record operating cash flow of $335.2 million and said copper and other metals sales are trending around or above the top of their 2026 guidance ranges.
Revenue of $450.5 million versus $209.6 million in the prior year period; net income of $236.4 million ($2.78 per share) versus $132.3 million
Record operating cash flow of $335.2 million versus $152.8 million in the prior year period
Repaid $200 million on the revolving credit facility and repurchased 147,205 shares for $30 million; 84,673,027 shares outstanding as of June 30, 2026
Copper and other metals sales trending around or above the top end of 2026 guidance ranges; other guided metrics within ranges
Ormat reported second-quarter 2026 revenue of $258.8 million, up 10.6%, and raised its full-year 2026 revenue and Adjusted EBITDA guidance. GAAP net income attributable to stockholders fell 3.4% to $27.1 million, or $0.43 per diluted share, which the company attributes mainly to a $6.6 million write-off of storage projects it no longer plans to pursue.
Total revenues were $258.8 million, up from $234.0 million; Energy Storage revenues rose 195.1% to $42.8 million.
GAAP diluted EPS was $0.43 versus $0.46 a year earlier; Adjusted diluted EPS was $0.50 versus $0.48.
Adjusted EBITDA was $143.9 million, up 6.9% from $134.6 million.
2026 guidance: total revenues of $1,150 million to $1,200 million and Adjusted EBITDA of $630 million to $650 million. A $0.12 quarterly dividend is payable September 2, 2026.
Chiron Real Estate reported second-quarter 2026 net income attributable to common stockholders of $63.3 million, or $4.78 per diluted share, against a net loss of $0.8 million a year earlier. The result was driven by a $71.9 million gain on sale of investment properties, while FFO and Core FFO per share both declined from the prior-year quarter, so the gain largely accounts for the profit swing.
Net income attributable to common stockholders of $63.3 million, or $4.78 per diluted share, versus a net loss of $0.8 million, or $0.06 per share, a year earlier
FFO fell to $0.88 per share and unit from $0.98; Core FFO fell to $1.04 from $1.14
Total revenue rose to $39.7 million from $38.0 million; a $71.9 million gain on sale of investment properties was recorded in the quarter
Seven Inpatient Rehabilitation Facilities sold in June 2026 for $217 million to a joint venture in which Chiron retains a 15% equity interest
BGSF, Inc. reported second-quarter 2026 results for the period ended June 28, 2026, with revenue down from the prior-year quarter but a much smaller net loss. The company attributed the revenue decline to lower billable hours and the improved loss mainly to lower selling, general, and administrative expenses. The filing does not include updated financial guidance.
Revenue was $22.3 million, compared with $23.5 million in the prior-year quarter.
Net loss was $0.8 million, or $0.08 per diluted share, versus $4.5 million, or $0.41 per share, a year earlier.
Adjusted EBITDA loss was $0.3 million, compared with a $1.2 million loss in the prior-year quarter.
The company completed its Transition Services Agreement with INSPYR at the end of March 2026.
Genco Shipping & Trading reported second-quarter 2026 net income of $16.6 million, or $0.38 per basic share, compared with a net loss of $6.8 million a year earlier. It also declared a $0.80 per share dividend for the quarter and projected a Q3 2026 dividend of greater than $1 per share, which would benefit shareholders if it is paid.
Q2 2026 revenues rose to $136.4 million from $80.9 million in Q2 2025
Net income of $16.6 million ($0.38 basic EPS, $0.37 diluted) versus a net loss of $6.8 million in Q2 2025
Adjusted EBITDA of $56.7 million versus $14.3 million in Q2 2025
$0.80 dividend payable on or about August 24, 2026 to holders of record as of August 17, 2026; Q3 2026 projected dividend greater than $1 per share
Diodes reported second-quarter 2026 results on August 5, 2026, with revenue of $445.5 million, up from $366.2 million a year earlier, and GAAP net income of $46.6 million, or $1.00 per diluted share, compared with $0.99 a year earlier. The company guided to third-quarter revenue of about $510 million and non-GAAP adjusted EPS of $1.05, and said the second-quarter results remain preliminary and unaudited until its Form 10-Q is filed.
Q2 2026 revenue was $445.5 million, up from $366.2 million in Q2 2025 and $405.5 million in Q1 2026.
GAAP net income was $46.6 million, or $1.00 per diluted share, versus $0.99 in Q2 2025; non-GAAP adjusted EPS was $0.70 versus $0.32, excluding an $18.7 million gain on investments.
Q3 2026 outlook: revenue of about $510 million plus or minus 3 percent, GAAP gross margin of 35.0 percent plus or minus 1 percent, and non-GAAP adjusted EPS of $1.05 plus or minus $0.10.
As of June 30, 2026, cash, restricted cash and short-term investments were about $442 million and total debt was about $40 million.
Valaris reported second quarter 2026 total operating revenues of $539 million and net income of $47 million, compared with $465 million of revenue and a net loss of $18 million in the first quarter. Adjusted EBITDA rose to $97 million from $67 million, though the company said Middle East conflicts reduced it by about $30 million. The company also said it will not hold earnings calls or update forward-looking guidance while its pending business combination with Transocean is completed.
Total operating revenues $539 million, up from $465 million in Q1 2026
Net income $47 million versus a net loss of $18 million in Q1 2026; diluted EPS $0.72 versus $(0.24)
Adjusted EBITDA $97 million, including about $30 million of negative impacts from Middle East conflicts
Pending Transocean business combination expected to close in Q4 2026; no future earnings calls or guidance updates planned
BioAge Labs reported second quarter 2026 results with a net loss of $26.1 million, or $0.58 per share, up from $21.6 million, or $0.60 per share, a year earlier. Collaboration revenue was flat at $2.4 million, while research and development expenses rose to $24.4 million, driven mainly by the QUELL-CV trial of BGE-102. The company had about $381.3 million in cash, cash equivalents, and marketable securities at June 30, 2026, and said that is enough to fund operations through 2029.
Net loss was $26.1 million for the quarter ended June 30, 2026, versus $21.6 million a year earlier; loss per share was $0.58 versus $0.60.
Research and development expenses rose $4.6 million to $24.4 million, mainly from a $7.9 million increase in BGE-102 program costs tied to QUELL-CV.
General and administrative expenses were $7.4 million, compared with $7.3 million a year earlier.
Cash, cash equivalents, and marketable securities totaled about $381.3 million as of June 30, 2026, which the company says will fund operations through 2029.
Chord Energy reported second quarter 2026 results, with net income of $525.2 million, or $9.28 per diluted share, compared with a net loss of $389.9 million in the year-earlier quarter. The company also declared a $1.30 per share base dividend and repurchased $147.4 million of stock, while updating its 2026 outlook, including a higher full-year lease operating expense midpoint of $10.30 per barrel of oil equivalent. Full-year capital spending and oil volume midpoints were left unchanged.
Net income was $525.2 million ($9.28 per diluted share) versus a net loss of $389.9 million in 2Q25; adjusted diluted EPS was $6.44 versus $1.79 a year earlier and $4.56 in 1Q26
Oil, NGL and natural gas revenues were $1,494.3 million versus $950.3 million in 2Q25; adjusted EBITDA was $923.5 million versus $547.2 million
Full-year 2026 guidance: approximately $3.0 billion adjusted EBITDA and $1.3 billion adjusted free cash flow; LOE midpoint raised to $10.30 per BOE; 4Q26 oil volumes expected to decline from 3Q26
Base dividend of $1.30 per share payable September 4, 2026 to holders of record as of August 20, 2026
Hennessy Advisors reported results for its fiscal third quarter ended June 30, 2026, with revenue up 4.2% to $8.4 million. Net income fell 5.7% to $2.0 million, which the company attributed mainly to the early redemption of its notes payable, and diluted EPS was $0.25 versus $0.26 a year earlier. The company also declared a $0.15 per share quarterly dividend, payable September 3, 2026.
Total revenue of $8,390,476, up 4.2% from $8,054,259 a year earlier, driven by higher average assets under management
Net income of $1,999,148, down 5.7%, mainly from the early redemption of $40.25 million in notes payable ahead of their December 31, 2026 maturity
Diluted EPS of $0.25 versus $0.26 in the prior-year quarter; total assets under management of $4.4 billion, up 2.6%
Quarterly cash dividend of $0.15 per share, payable September 3, 2026, to holders of record on August 20, 2026
Novanta reported second quarter 2026 results for the period ended July 3, 2026, with GAAP revenue up 10% to $266 million and GAAP net income of $12.5 million, compared with $4.5 million a year earlier. The company also updated its third quarter and full year 2026 guidance to include the recently closed Riverpoint Medical acquisition, which it says roughly doubles its recurring medical consumables business.
GAAP diluted EPS was $0.30 versus $0.12 a year earlier; Adjusted Diluted EPS rose 17.1% to $0.89.
Adjusted EBITDA rose 16.4% to $60.7 million, with an Adjusted EBITDA margin of 22.8%.
Q3 2026 guidance: GAAP revenue of $300 million to $304 million and Adjusted Diluted EPS of $0.95 to $1.00.
Full year 2026 guidance: GAAP revenue of $1,130 million to $1,140 million and Adjusted Diluted EPS of $3.68 to $3.74.
Atmos Energy reported third-quarter fiscal 2026 results for the quarter ended June 30, 2026, with diluted earnings of $7.33 per share on net income of $1.2 billion. The company reaffirmed its fiscal 2026 EPS guidance of $8.40 to $8.50 and declared a quarterly dividend of $1.00 per share, which it says implies a 14.9% increase in the annual dividend over fiscal 2025.
Q3 fiscal 2026 diluted EPS of $7.33 on net income of $1.2 billion
Fiscal 2026 EPS guidance reaffirmed at $8.40 to $8.50 per diluted share
Fiscal 2026 capital expenditures expected to be approximately $4.2 billion; Q3 capital expenditures were $3.1 billion
Quarterly dividend declared at $1.00 per share; indicated fiscal 2026 annual dividend of $4.00, up 14.9% over fiscal 2025
Seaport Entertainment Group reported second-quarter 2026 revenue of $34.3 million, down 13.8% from $39.8 million a year earlier, while its net loss attributable to common stockholders narrowed 29.2% to $10.5 million, or $0.82 per share. For the six months, the net loss widened 16.9% to $54.6 million, and the company is 'Non-GAAP' adjusted net loss improved to $17.6 million, so shareholders see a smaller quarterly loss on lower sales.
Q2 2026 total revenues were $34.3 million versus $39.8 million in Q2 2025, a decline of 13.8%.
Q2 2026 net loss attributable to common stockholders was $10.5 million ($0.82 per share), compared with $14.8 million ($1.16 per share) a year earlier.
Non-GAAP adjusted net income attributable to common stockholders was $0.3 million in Q2 2026, versus an adjusted loss of $7.4 million in Q2 2025.
As of June 30, 2026, the company had $127.0 million in cash, cash equivalents and restricted cash and $38.1 million of debt at a fixed 4.9% rate; a conference call is set for August 6, 2026 at 8:30 AM ET.
Heritage Insurance Holdings reported second-quarter 2026 net income of $61.7 million, up 28.5% from $48.0 million a year earlier, and diluted EPS of $2.05 versus $1.55. Total revenue rose 3.0% to $214.2 million, while gross premiums written fell 5.5%, and the net combined ratio improved to 64.9% from 72.9%. Results were helped by lower losses and favorable prior-year loss development, and the company repurchased $24.6 million of stock in 2026 year to date.
Q2 2026 net income of $61.7 million, up 28.5%; diluted EPS of $2.05 versus $1.55 in Q2 2025
Total revenue up 3.0% to $214.2 million; gross premiums written down 5.5% to $388.4 million
Net combined ratio improved 8.0 points to 64.9%; net favorable prior-year loss development of $23.4 million
Board suspended the quarterly dividend; new $50.0 million share repurchase program authorized May 7, 2026
CrossAmerica Partners LP reported second quarter 2026 net income of $20.8 million, down from $25.2 million a year earlier, mainly because real estate gains fell to $1.1 million from $29.7 million. Adjusted EBITDA rose to $51.8 million from $37.1 million, and distributable cash flow rose to $33.6 million from $22.4 million, while the board declared a $0.5250 per unit quarterly distribution.
Net income was $20.8 million vs $25.2 million; diluted earnings per unit were $0.52 vs $0.64.
Operating revenues were $1.2 billion vs $961.9 million, and retail margin per gallon was $0.492 vs $0.370.
Distributable cash flow was $33.6 million vs $22.4 million; the distribution of $0.5250 per unit is payable August 13, 2026.
Jonathan Benfield was appointed Chief Financial Officer on July 20, 2026, and a credit facility amendment on July 15, 2026 extended maturity to July 15, 2031.
CACI reported results for its fiscal fourth quarter and full year ended June 30, 2026, with full-year revenue of $9.6 billion, up 10.9%, and diluted EPS of $24.16, up 8.2%. The company also issued fiscal 2027 guidance calling for revenue of $10.65 billion to $10.85 billion and adjusted diluted EPS of $32.96 to $33.86.
Fiscal 2026 revenue was $9.6 billion, up 10.9%; diluted EPS was $24.16, up 8.2%.
Fourth-quarter revenue was $2.7 billion, up 17.6%, while fourth-quarter diluted EPS was $7.05, down 1.3%.
Fiscal 2027 guidance: revenues $10,650 million to $10,850 million; adjusted diluted EPS $32.96 to $33.86; free cash flow at least $900 million.
Total backlog was $32.0 billion as of June 30, 2026, compared with $31.4 billion a year earlier.
CF Industries reported second-quarter 2026 net earnings of $727 million, or $4.73 per diluted share, up from $386 million, or $2.37 per share, a year earlier, on net sales of $2.22 billion versus $1.89 billion. The company also declared a quarterly dividend of $0.60 per share, a 20% increase, and repurchased $230 million of stock in the quarter, though lower sales volumes and the extended Yazoo City outage weighed on results.
Q2 2026 net earnings of $727 million ($4.73 per diluted share) vs. $386 million ($2.37) in Q2 2025
First half 2026 net earnings of $1.34 billion, including a gain of approximately $170 million from a litigation settlement
Quarterly dividend raised to $0.60 per share, a 20% increase over the prior quarterly dividend
Q2 2026 sales volumes fell 15% year over year; full-year 2026 gross ammonia production expected at about 9.5 million tons
Victory Capital reported record second-quarter 2026 results, with revenue up 24.0% year over year to $435.4 million and GAAP net income of $139.4 million, or $1.68 per diluted share, compared with $58.7 million, or $0.68, a year earlier. Long-term net inflows were $4.2 billion for the quarter, and the board approved a regular quarterly cash dividend of $0.50 per share.
Q2 2026 revenue of $435.4 million, up 12.2% from $388.0 million in Q1 2026 and up 24.0% from $351.2 million in Q2 2025
GAAP net income of $139.4 million and diluted EPS of $1.68, versus $112.1 million and $1.33 in Q1 2026
Adjusted net income with tax benefit of $182.9 million, or $2.21 per diluted share; Adjusted EBITDA margin of 55.8%
Quarterly dividend of $0.50 per share payable September 25, 2026, to holders of record on September 10, 2026
VSE Corporation reported record second-quarter 2026 revenue of $449.1 million, up 65.0%, and GAAP net income of $28.5 million, up 109.1%, after completing the PAG and NorthStar acquisitions. The company raised its full-year 2026 revenue growth and Adjusted EBITDA margin outlook, which signals stronger expected results for shareholders, though total debt rose to $966.7 million at June 30, 2026.
Q2 2026 GAAP diluted EPS was $0.91, up 37.9% from $0.66; Adjusted EPS was $1.75, up 32.6%
Full-year 2026 revenue growth guidance raised to 61% to 64%, from 57% to 61%
Full-year 2026 Adjusted EBITDA margin guidance raised to 18.7% to 19.0%, from 18.1% to 18.5%
Information Services Group reported second-quarter 2026 revenue of $65.5 million, up 6.4% from a year earlier, and GAAP net income of $3.3 million, up 51%. The board also approved a $30 million expansion of the share repurchase program and set third-quarter revenue guidance of $63.5 million to $64.5 million.
Q2 GAAP diluted EPS was $0.07 versus $0.04 a year earlier; adjusted EPS was $0.10 versus $0.08.
Q2 adjusted EBITDA was $9.4 million, up 13%, with an adjusted EBITDA margin of 14.3% versus 13.5%.
Board authorized $30 million in new share repurchases, bringing the total available to $32.3 million, with about $2.3 million remaining under the current program as of June 30, 2026.
Third-quarter guidance: revenue of $63.5 million to $64.5 million and adjusted EBITDA of $8.5 million to $9.5 million; a $0.045 per share dividend is payable September 25, 2026.
Amplitude reported second quarter 2026 revenue of $100.9 million, up 21% from a year earlier, and annual recurring revenue of $410 million, up 22%. GAAP net loss widened to $34.6 million, or $0.27 per share, from $24.7 million, or $0.19 per share, while non-GAAP net loss was $0.01 per share compared with non-GAAP net income of $0.01 per share a year earlier. The company also guided to full-year 2026 revenue of $407.2 million to $411.2 million.
Q2 2026 revenue $100.9 million, up from $83.3 million in Q2 2025
GAAP net loss $34.6 million ($0.27 per share) versus $24.7 million ($0.19 per share) a year earlier
Free cash flow $23.7 million, up $5.5 million year-over-year
Full-year 2026 revenue guidance $407.2 million to $411.2 million; Q3 2026 revenue guidance $105.6 million to $108.0 million
Centrus Energy reported second quarter 2026 revenue of $176.1 million, up 14% from $154.5 million a year earlier, but GAAP net income fell to $16.8 million from $28.9 million, or $0.77 per diluted share versus $1.59. Non-GAAP adjusted net income rose to $38.7 million from $34.5 million, and the company updated some full-year 2026 guidance, including total revenue of $450 million to $500 million.
Q2 2026 revenue of $176.1 million vs. $154.5 million in Q2 2025; LEU segment revenue rose 22% to $153.4 million.
GAAP net income of $16.8 million ($0.85 basic, $0.77 diluted EPS) vs. $28.9 million in Q2 2025, driven by higher SG&A and advanced technology costs.
Adjusted net income of $38.7 million vs. $34.5 million; adjusted diluted EPS of $1.77 vs. $1.90.
2026 guidance: total revenue of $450 million to $500 million and total capital deployment of $350 million to $500 million.
Murphy Oil reported second quarter 2026 net income attributable to Murphy of $232.2 million, or $1.59 per diluted share, up from $22.3 million a year earlier, as production revenue rose to $926.3 million from $683.1 million. The company raised the midpoint of its full-year 2026 capital expenditure guidance to $1.55 billion from $1.25 billion, which will reduce cash available for other uses, and it made no share repurchases in the quarter.
Net income attributable to Murphy was $232.2 million, or $1.59 per diluted share, versus $22.3 million in Q2 2025.
Production was 169,000 BOEPD, at the upper end of quarterly guidance.
The full-year 2026 capital expenditure midpoint rose from $1.25 billion to $1.55 billion.
Free cash flow was $110.0 million, and $550 million remained under the share repurchase authorization.
The ONE Group reported second quarter 2026 results for the period ended June 28, 2026. Total GAAP revenues fell 3.3% to $200.5 million from $207.4 million, mainly due to restaurant closures, while operating income rose to $6.6 million from $0.7 million and the net loss attributable to the company narrowed to $2.1 million from $10.1 million. The company also issued third quarter and updated full year 2026 targets, including full year GAAP revenue of $805 million to $820 million.
Second quarter total GAAP revenues were $200.5 million, down 3.3% from $207.4 million; consolidated comparable sales rose 0.9%.
Operating income was $6.6 million versus $0.7 million a year earlier; net loss attributable to The ONE Group was $2.1 million versus $10.1 million.
Net loss available to common stockholders was $12.0 million, after a $9.9 million Series A Preferred Stock paid-in-kind dividend and accretion.
2026 guidance: total GAAP revenues of $805 million to $820 million and Adjusted EBITDA of $95 million to $105 million; third quarter revenue guidance is $176 million to $180 million.
Watts Water Technologies reported second quarter 2026 net sales of $763.2 million, up 19% on a reported basis and 12% organically, with diluted EPS of $3.53, up 17%. The company raised its full-year 2026 sales and margin outlook, though operating margin fell 80 basis points, which shareholders may watch as the company absorbs acquisition dilution, inflation and tariffs.
Net sales of $763.2 million rose 19% reported and 12% organic, driven by price realization and data center volume growth.
Diluted EPS was $3.53, up 17%; adjusted diluted EPS was $3.66, up 18%, versus the prior-year quarter.
Operating margin was 20.2%, down 80 basis points, due to acquisition dilution, inflation, tariffs and a one-time prior-year tariff benefit.
Full-year 2026 reported sales growth outlook was raised to 14% to 17%, and operating margin outlook to 19.4% to 20.0%.
Murphy USA reported second-quarter 2026 net income of $209.1 million, or $11.27 per diluted share, up from $145.6 million, or $7.36 per share, a year earlier. Adjusted EBITDA rose to $377.3 million from $286.0 million, and total operating revenues increased to $6.81 billion from $5.01 billion. Management expects 2026 net income of about $636 million and Adjusted EBITDA of about $1.25 billion, assuming second-half fuel margins average 35 cents per gallon, compared with 37.9 cents in the first half.
Q2 2026 net income was $209.1 million ($11.27 diluted EPS), versus $145.6 million ($7.36) in Q2 2025.
Total fuel contribution rose to 40.6 cents per gallon from 32.0 cents; total merchandise contribution rose 4.0% to $227.4 million.
Full-year 2026 outlook: net income of about $636 million and Adjusted EBITDA of about $1.25 billion, based on a 35 cents per gallon second-half fuel margin assumption.
Several full-year metrics are now expected at the low end of guidance, including merchandise contribution, store operating expenses and SG&A; the tax rate is expected at the higher end, and capital expenditures at the high end.
Orion S.A. reported second quarter 2026 net sales of $501 million, up 7% from a year earlier, but net income fell to $2 million from $9 million and Adjusted EBITDA fell to $58 million from $69 million. The company reaffirmed its full-year 2026 Adjusted EBITDA guidance of $170 million to $210 million and raised its full-year free cash flow guidance, which it said is a $43 million improvement at the midpoint.
Net sales were $501 million, up 7% from $466 million in the second quarter of 2025; net income was $2 million versus $9 million a year earlier.
Adjusted EBITDA was $58 million, down from $69 million a year earlier but up 26% from the first quarter.
Full-year 2026 Adjusted EBITDA guidance of $170 million to $210 million was reaffirmed; free cash flow guidance was raised to a range of a $10 million outflow to a $20 million inflow.
Liquidity was $178 million and the net debt-to-Adjusted EBITDA ratio was 4.4x at June 30, 2026.
Cognex reported second-quarter 2026 revenue of $291 million, up 17% from a year earlier, and GAAP net income per diluted share of $0.43 versus $0.24. The company also issued third-quarter and full-year 2026 guidance, with full-year revenue of $1,130 million to $1,150 million, and declared a quarterly dividend of $0.085 per share. The strong profit growth and the dividend are the main points for shareholders.
Revenue was $291 million versus $249 million in Q2 2025; GAAP operating margin was 29.4% versus 17.4%.
GAAP diluted EPS was $0.43 versus $0.24; adjusted diluted EPS was $0.45 versus $0.25.
Full-year 2026 guidance: revenue of $1,130 million to $1,150 million and adjusted diluted EPS of $1.64 to $1.68.
Quarterly dividend of $0.085 per share, payable September 3, 2026, to holders of record on August 20, 2026.
Excelerate Energy reported second-quarter 2026 revenue of $329.3 million and net income of $50.1 million, up from $20.8 million a year earlier but flat with the first quarter. The company raised and narrowed its full-year 2026 Adjusted EBITDA outlook to $490 million to $515 million and increased its quarterly dividend by about 13 percent to $0.09 per share.
Q2 2026 revenue was $329.3 million, down from $433.4 million in Q1 2026 and up from $204.6 million in Q2 2025.
Adjusted EBITDA was $120.1 million, compared with $122.2 million in Q1 2026 and $107.1 million in Q2 2025.
2026 Adjusted EBITDA guidance is now $490 million to $515 million; growth capital guidance rose to $380 million to $400 million.
The quarterly dividend rises to $0.09 per share, payable September 3, 2026, to holders of record on August 19, 2026.
TWFG reported second-quarter 2026 revenue of $87.5 million, up 45.1% from a year earlier, and net income of $17.3 million, up from $9.0 million. The company also raised its full-year 2026 outlook for total revenues, organic revenue growth and Adjusted EBITDA Margin, and it repurchased about $43.3 million of stock under its $50 million program.
Q2 2026 total revenues rose 45.1% to $87.5 million from $60.3 million; net income rose to $17.3 million from $9.0 million.
Diluted EPS was $0.18 for Q2 2026, compared with $0.13 a year earlier.
Full-year 2026 total revenue guidance was raised to $300-$320 million from $285-$300 million.
About $43.3 million of the $50 million buyback had been used as of June 30, 2026, leaving about $7.1 million available.
Satellogic reported second-quarter 2026 revenue of $15.9 million, up 259% from $4.4 million a year earlier, and its first quarter of positive operating income, at $0.3 million. The net loss widened to $20.0 million from $6.7 million, mainly because of a $19.7 million non-cash charge tied to changes in the fair value of financial instruments, which the company says does not reflect underlying operations.
Revenue was $15.9 million, up from $4.4 million; Space Systems contributed $8.8 million and Data & Analytics $7.1 million.
Operating income was $0.3 million, compared with an operating loss of $6.3 million a year earlier.
Net loss was $20.0 million, including a $19.7 million non-cash fair value charge; adjusted EBITDA was positive $2.8 million.
Cash and cash equivalents were $112.8 million at June 30, 2026; secured convertible note principal fell to $18.0 million after a $12.0 million conversion.
MetLife reported results for the quarter ended June 30, 2026, with adjusted earnings up 15% to $1.6 billion and adjusted earnings per share up 20% to $2.43. Net income rose 1% to $705 million, or $1.09 per share, and premiums, fees and other revenues grew 7% to $13.7 billion. The board also approved a new $3.0 billion authorization to repurchase common stock.
Adjusted earnings rose 15% to $1.6 billion ($1,573 million); adjusted earnings per share rose 20% to $2.43.
Net income rose 1% to $705 million, or $1.09 per share, up 6% on a per-share basis.
Premiums, fees and other revenues rose 7% to $13.7 billion; net investment income rose 18% to $6.7 billion.
On August 5, 2026, the board approved a new $3.0 billion common stock repurchase authorization.
MKS Inc. reported second quarter 2026 revenue of $1,248 million and GAAP net income of $175 million, or $2.41 per diluted share, with revenue and key profit measures at or above the high end of its guided ranges. The company guided third quarter 2026 revenue to $1,350 million, plus or minus $40 million, and said it made a $100 million voluntary prepayment on its USD term loan B in August 2026.
Q2 2026 total net revenues of $1,248 million, compared with $973 million in Q2 2025 and $1,078 million in Q1 2026
GAAP net income per diluted share of $2.41 for Q2 2026, compared with $0.92 in Q2 2025
Q3 2026 guidance: revenue of $1,350 million plus or minus $40 million; GAAP net income per diluted share of $2.73 plus or minus $0.31
Convertible senior notes became convertible at noteholders' option during Q3 2026 and were classified as short-term debt of $1,399 million at June 30, 2026
Star Group reported its fiscal third quarter ended June 30, 2026, with revenue up 17.2% to $358.1 million, but its net loss widened by $11.4 million to $28.0 million and its Adjusted EBITDA loss grew to $17.7 million. For the nine months, revenue rose 8.3% to $1.7 billion and net income rose $13.9 million to $116.1 million, so the quarterly loss is offset by a stronger year-to-date result for shareholders.
Q3 revenue rose 17.2% to $358.1 million from $305.6 million, while home heating oil and propane gallons sold fell 9.4% to 32.8 million.
Q3 net loss was $28.0 million, or $(0.84) per limited partner unit, versus $(16.6) million, or $(0.48), a year earlier, driven by a $8.6 million unfavorable change in derivative fair value and higher insurance-related expenses of $6.2 milli
Nine-month net income was $116.1 million and Adjusted EBITDA was $189.3 million, up $19.9 million year over year.
Management will host a webcast and conference call at 11:00 a.m. Eastern Time on August 6, 2026.
Primerica reported second-quarter 2026 results, with total revenues of $865 million up 9% and net income of $202 million up 13% from a year earlier. Diluted EPS rose 19% to $6.45 and adjusted operating EPS rose 17% to $6.41. Term Life adjusted pre-tax income fell 4%, while the Investment and Savings Products segment's pre-tax income rose 31%.
Total revenues $865 million, up 9%; net income $202 million, up 13%
Diluted EPS $6.45, up 19%; diluted adjusted operating EPS $6.41, up 17%
Investment and Savings Products sales rose 23% to $4.4 billion; Term Life policies issued fell 12% to 78,904
Company repurchased $135 million of common stock and declared a $1.20 per share dividend payable September 14, 2026
Black Hills reported second-quarter 2026 GAAP net income available for common stock of $38.2 million, or $0.50 per diluted share, up from $27.5 million, or $0.38, a year earlier. Excluding $0.04 per share of merger-related costs, adjusted EPS was $0.54. The company reaffirmed its 2026 adjusted EPS guidance of $4.25 to $4.45 per share, and the pending NorthWestern Energy merger now needs only Montana Public Service Commission approval to close.
Q2 2026 GAAP diluted EPS was $0.50 versus $0.38 in Q2 2025; adjusted EPS was $0.54 versus $0.38
Q2 2026 revenue was $452.8 million versus $439.0 million in Q2 2025
2026 adjusted EPS guidance of $4.25 to $4.45 per share was reaffirmed, excluding merger-related costs
The NorthWestern Energy merger is expected to close by year-end 2026, pending Montana Public Service Commission approval
Redwire reported second quarter 2026 revenue of $117.1 million, up 89.6% from a year earlier, and cut its net loss to $41.0 million from $97.0 million. The company reaffirmed its full-year 2026 revenue forecast of $450 million to $500 million, which gives shareholders a clear view of the top-line trend, although the company still posted a net loss for the quarter.
Q2 2026 revenue was $117.1 million, up 89.6% year over year; gross margin was 27.8% versus (30.9)% a year earlier.
Net loss narrowed by $56.0 million to $41.0 million; loss per share was $(0.19) versus $(1.41) in Q2 2025.
Full-year 2026 revenue forecast of $450 million to $500 million was reaffirmed, not changed.
Total liquidity was $607.8 million at June 30, 2026, and the company reported a Book-to-Bill ratio of 1.42 for the quarter.
American States Water reported second quarter 2026 diluted earnings per share of $1.09, up from $0.87 a year earlier, with water utility rate increases effective January 1, 2026 as the main driver. Operating revenues rose to $181.3 million from $163.1 million, and the board approved an 8.2% increase in the quarterly dividend to $0.5455 per share. The company also completed its $200 million at-the-market equity program on June 12, 2026, which adds to share count and dilutes per-share earnings.
Q2 2026 consolidated diluted EPS of $1.09 vs. $0.87 in Q2 2025, an increase of 25.3%
Year-to-date diluted EPS of $1.86 vs. $1.57, an increase of 18.5%
Quarterly dividend raised 8.2% to $0.5455 per share from $0.5040, payable September 2, 2026 to holders of record August 17, 2026
At-the-market program completed June 12, 2026, with 2,575,947 shares sold for $200 million in gross proceeds
Horace Mann reported second-quarter 2026 net income of $41.6 million, or $1.01 per diluted share, up from $29.4 million a year earlier. The company also raised its full-year 2026 core EPS guidance to $4.60-$4.90, citing first-half results.
Q2 net income $41.6 million, up 41.5% from $29.4 million; core earnings $48.2 million, or $1.17 per diluted share, up from $1.06
Q2 total revenues $443.5 million, up 7.7% from $411.7 million
Property & Casualty segment Q2 combined ratio of 89.6%, improved more than 7 points over prior year
Q2 non-core earnings include an ($8.1) million out-of-period correction to net investment income tied to private debt securities
Cadre Holdings reported second-quarter 2026 net sales of $207.1 million, up from $157.1 million a year earlier, and raised its full-year 2026 guidance. GAAP net income fell to $11.4 million, or $0.26 per diluted share, from $12.2 million, or $0.30, mainly due to higher contingent consideration expense, compensation expense and adverse foreign currency effects.
Q2 net sales of $207.1 million vs. $157.1 million in Q2 2025; adjusted EBITDA of $42.0 million vs. $27.0 million
Q2 net income of $11.4 million ($0.26 per diluted share) vs. $12.2 million ($0.30) a year earlier
2026 guidance raised to net sales of $749 million to $769 million (previously $736 million to $758 million) and adjusted EBITDA of $139 million to $144 million (previously $136 million to $141 million)
Total debt rose to $374.3 million at June 30, 2026 from $307.3 million at December 31, 2025; quarterly dividend of $0.10 per share payable August 14, 2026
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