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).
Ziff Davis reported preliminary unaudited second-quarter 2026 results, with revenue down 2.7% to $286.7 million and a GAAP operating loss of $(44.7) million, which includes a $54.8 million goodwill impairment. Adjusted diluted EPS rose 13.2% to $1.03, and the company completed the sale of its Connectivity business for total proceeds of about $1,216.1 million while repurchasing $121.5 million of stock in the quarter.
Revenue was $286.7 million versus $294.8 million in Q2 2025; net loss from continuing operations was $(52.2) million, or $(1.43) per diluted share, versus net income of $14.3 million, or $0.34 per share.
Adjusted EBITDA fell to $76.8 million from $79.8 million; adjusted diluted EPS rose to $1.03 from $0.91.
Connectivity sale: about $1,179.1 million cash received at closing and $37.0 million held in escrow, for total proceeds of about $1,216.1 million.
Free cash flow from continuing and discontinued operations was $54.0 million versus $26.9 million a year earlier; the company will hold an earnings call on August 7, 2026, at 8:30 a.m. ET.
Goldman Sachs BDC reported second quarter 2026 results for the period ended June 30, 2026, with net investment income of $0.38 per share, unchanged from a year earlier but up from $0.22 in the first quarter. Earnings per share were $0.21, down from $0.34 a year earlier, and net asset value per share fell 0.9% to $12.06, which matters to shareholders because it reflects a lower value per share and a declared third quarter base dividend of $0.32 that is below the $0.35 recorded in the first quarter.
Net investment income per share was $0.38 in Q2 2026, compared with $0.38 in Q2 2025 and $0.22 in Q1 2026.
Earnings per share were $0.21 in Q2 2026, compared with $0.34 in Q2 2025.
Net asset value per share was $12.06 as of June 30, 2026, down from $12.17 as of March 31, 2026.
The board declared a third quarter 2026 base dividend of $0.32 per share, payable on or about October 28, 2026, and a second quarter supplemental dividend of $0.03 per share, payable on or about September 15, 2026.
Century Casinos reported second-quarter 2026 results on August 7, 2026. Net operating revenue rose 1% to $152.0 million and the net loss attributable to shareholders narrowed to $10.9 million from $12.3 million a year earlier, or $0.39 per share versus $0.40. Poland was a drag, with its net operating revenue down 19%, while the US West segment's Adjusted EBITDAR rose 93% to $4.5 million.
Net operating revenue was $152.0 million in the quarter ended June 30, 2026, up 1% from $150.8 million.
Net loss attributable to shareholders was $10.9 million, or $0.39 per share, compared with $12.3 million, or $0.40 per share, a year earlier.
Consolidated Adjusted EBITDAR was $31.7 million, up 5%; Poland's Adjusted EBITDAR was $52 thousand versus $1.9 million a year earlier.
Poland net operating revenue fell 19% to $19.9 million, and the filing cites low table hold in June 2026.
Ellington Financial reported second-quarter 2026 net income attributable to common stockholders of $54.4 million, or $0.43 per share, down from $95.5 million, or $0.78 per share, in the first quarter. Adjusted Distributable Earnings were $75.5 million, or $0.60 per share, which the company says covered its $0.39 per share dividend, and book value per share was $13.61 as of June 30, 2026.
Net income attributable to common stockholders was $54.4 million, or $0.43 per share, versus $95.5 million, or $0.78 per share, in the first quarter of 2026.
Adjusted Distributable Earnings were $75.5 million, or $0.60 per share, compared with a dividend of $0.39 per share for the quarter.
Book value per common share was $13.61 as of June 30, 2026.
Recourse debt-to-equity ratio was 1.9:1, and total debt-to-equity was 9.2:1, as of June 30, 2026.
Rocket Companies reported second-quarter 2026 results, with total revenue, net of $2.78 billion, up from $1.45 billion a year earlier, and GAAP net income of $229 million, up from $34 million. For shareholders, the filing shows higher revenue and profit, and it gives a third-quarter 2026 adjusted revenue outlook of $2.5 billion to $2.7 billion.
Q2 2026 adjusted net income was $441 million, versus $75 million in Q2 2025; adjusted diluted EPS was $0.16, versus $0.04.
Q2 2026 adjusted EBITDA was $766 million, versus $172 million in Q2 2025.
Third-quarter 2026 outlook calls for adjusted revenue between $2.5 billion and $2.7 billion, compared with Q2 2026 adjusted revenue of $2.76 billion.
RLJ Lodging Trust reported second-quarter 2026 results with comparable RevPAR up 6.8% to $167.15, net income of $31.3 million, up 9.4%, and Adjusted FFO per diluted share of $0.52, up 8.3%. The company raised its full-year 2026 outlook, which now projects Adjusted FFO per diluted share of $1.37 to $1.50, for shareholders a higher expected earnings range.
Q2 2026 comparable RevPAR rose 6.8% to $167.15, driven by 4.9% ADR growth and 1.8% higher occupancy.
Net income was $31.3 million versus $28.6 million a year earlier; Adjusted EBITDA was $110.4 million, up 6.1%.
FY 2026 outlook: comparable RevPAR growth of 3.5% to 4.5%, comparable hotel EBITDA of $369 million to $389 million, and Adjusted FFO per diluted share of $1.37 to $1.50.
On July 1, 2026, the company repaid its $500.0 million Senior Notes due 2026 and reported $1.0 billion of total liquidity.
Consolidated Edison reported second-quarter 2026 net income for common stock of $308 million, or $0.83 a share, up from $246 million, or $0.68 a share, a year earlier. The company reaffirmed its 2026 adjusted earnings per share guidance of $6.00 to $6.20, which excludes a gain on the sale of its MVP stake that it expects to be determined at year-end.
Q2 2026 net income for common stock was $308 million ($0.83 a share), versus $246 million ($0.68 a share) in Q2 2025.
Adjusted Q2 2026 earnings were $308 million ($0.83 a share), versus $240 million ($0.67 a share) in Q2 2025.
Six-month 2026 net income was $1,232 million ($3.37 a share), versus $1,038 million ($2.93 a share) in the first half of 2025.
2026 adjusted EPS guidance of $6.00 to $6.20 was reaffirmed; the MVP gain is excluded at $(0.37) a share after tax.
Kodiak Gas Services reported second-quarter 2026 total revenues of $391.1 million, up from $322.8 million a year earlier, and net income attributable to common shareholders of $52.0 million, or $0.53 per diluted share, compared with $39.5 million, or $0.43, in the second quarter of 2025. The company raised its full-year 2026 Adjusted EBITDA guidance to $830 million to $860 million and its discretionary cash flow guidance to $570 million to $600 million.
Q2 2026 total revenues of $391.1 million and Adjusted EBITDA of $216.8 million, a 21.7% increase over second quarter 2025
Net income attributable to common shareholders of $52.0 million, or $0.53 per diluted share, including $3.3 million of nonrecurring transaction expenses tied to the DPS acquisition
Full-year 2026 guidance: Adjusted EBITDA of $830 million to $860 million; the midpoint of Power Infrastructure growth capital expenditures was reduced
Free cash flow was negative $87.5 million in the quarter, compared with $37.0 million in the first quarter of 2026
Octave Specialty Group reported second-quarter 2026 revenue of $83.0 million, up 51% from $55.0 million a year earlier, led by its Insurance Distribution segment and the ArmadaCare acquisition. Net loss attributable to shareholders was $14.4 million, or $(0.33) per diluted share, compared with a $72.7 million loss a year earlier that included discontinued operations. The company will discuss its results and updated 2026 guidance on a call on August 7, 2026.
Total revenue of $83.0 million for Q2 2026, up 51%; Insurance Distribution revenue rose 77% to $58.4 million with 44.1% organic growth
Net loss attributable to shareholders of $14.4 million, or $(0.33) per diluted share, versus $72.7 million, or $(1.51) per share, in Q2 2025
Adjusted EBITDA to shareholders was $3.7 million versus $(4.6) million a year earlier; Everspan combined ratio improved to 100.6% from 106.7%
Concentra reported second-quarter 2026 revenue of $606.0 million, up 10.0%, and net income attributable to the Company of $65.3 million, up 46.5%, and raised its full-year 2026 guidance. The company also said Keith Newton will step down as CEO and become executive chairman, and President and CFO Matt DiCanio will become CEO, both effective Nov. 1, 2026. The higher profit and raised outlook are the main points for shareholders, while the leadership change is a planned succession.
Q2 2026 revenue of $606.0 million, up 10.0% from $550.8 million; EPS of $0.51 versus $0.35 a year earlier
Full-year 2026 revenue guidance raised to $2.325 billion to $2.375 billion; Adjusted EBITDA guidance of $485 million to $495 million
Matt DiCanio to succeed Keith Newton as president and CEO effective Nov. 1, 2026; Robert Ortenzio to step down as board chair
Quarterly cash dividend of $0.0625 per share, payable on or about Aug. 28, 2026, to holders of record on Aug. 20, 2026
Chesapeake Utilities reported second-quarter 2026 net income of $25.4 million, or $1.05 per diluted share, up from $23.9 million, or $1.02, a year earlier. It raised its 2026 capital expenditure guidance by $100 million to $550 million to $600 million and reaffirmed its 2028 earnings guidance of $7.75 to $8.00 per share, which matters to shareholders because higher planned investment and the $1.2 billion Florida Energy Pathway project shape future growth.
Q2 2026 net income was $25.4 million and diluted EPS was $1.05, compared with $23.9 million and $1.02 in Q2 2025.
Six-month net income was $84.7 million and diluted EPS was $3.51, compared with $74.8 million and $3.22 a year earlier.
2026 capital expenditure guidance was raised to $550 million to $600 million, driven mainly by transmission, distribution and infrastructure investments.
The company reaffirmed its 2028 EPS guidance of $7.75 to $8.00 and plans a long-term guidance update in February 2027.
Friedman Industries reported results for its first quarter ended June 30, 2026, with net sales of $240.0 million, up from $134.8 million a year earlier. Net earnings rose to $12.8 million, or $1.79 per diluted share, compared with $5.0 million, or $0.71 per diluted share, in the prior-year quarter. The company expects second quarter sales volumes to be comparable to the first quarter and anticipates sequential margin improvement from higher average selling prices.
Net sales of $240.0 million, up 78% year-over-year; sales volume of about 206,000 tons, up 28%
Net earnings of $12.8 million ($1.79 diluted EPS) versus $5.0 million ($0.71) a year earlier
EBITDA of $19.3 million, compared with $8.2 million in the quarter ended June 30, 2025
Outlook: second quarter sales volumes expected to be comparable to first quarter volumes
Magnera reported results for the quarter ended June 27, 2026, with net sales up 2% to $857 million and adjusted EBITDA up 9% to $99 million. GAAP net loss widened to $20 million, or $0.56 per share, from $18 million, or $0.51 per share, a year earlier. The company reaffirmed its full-year free cash flow outlook but said it expects adjusted EBITDA toward the lower end of its guidance range.
Net sales were $857 million, up from $839 million in the June 2025 quarter, including a $21 million favorable foreign currency effect.
Operating income was $22 million, compared with $13 million a year earlier.
Net loss was $20 million, or $0.56 per share, versus a net loss of $18 million, or $0.51 per share, in the prior-year quarter.
Management reaffirmed its full-year free cash flow outlook and is holding to the lower end of its adjusted EBITDA guidance range.
VAALCO reported second-quarter 2026 net income of $42.4 million ($0.39 per diluted share), compared with a net loss of $93.8 million in the first quarter, and Adjusted EBITDAX of $54.8 million, up from $11.6 million in the first quarter. The company affirmed its raised full-year 2026 production and sales guidance, kept 2026 capital guidance unchanged, and declared a $0.0625 quarterly dividend payable September 22, 2026.
Net income of $42.4 million vs. a net loss of $93.8 million in Q1 2026 and net income of $8.4 million in Q2 2025; the company cited hedging gains and higher realized pricing.
Total commodity sales of $135.2 million in Q2 2026, up from $62.6 million in Q1 2026; average realized price of $80.77 per BOE.
Q3 2026 production is expected to be 19,600 to 21,600 NRI BOPD, including a full quarter from Côte d'Ivoire; full-year 2026 capital expenditure guidance remains $290 million to $360 million.
Quarterly dividend of $0.0625 per share, record date August 21, 2026; earnings conference call on August 7, 2026 at 8:00 a.m. Central Time.
Relmada reported a second-quarter 2026 net loss of $12.9 million, up from $9.9 million a year earlier, as research and development spending rose to $8.4 million from $2.8 million. The loss per share narrowed to $0.11 from $0.30, but the company's weighted average share count grew to 112.4 million from 33.2 million. The company said its $217.7 million in cash and short-term investments is expected to fund operations through 2029, including completion of the NDV-01 Phase 3 RESCUE program.
Net loss of $12.9 million, or $0.11 per share, for the three months ended June 30, 2026, versus $9.9 million, or $0.30 per share, a year earlier
Research and development expense rose to $8.4 million from $2.8 million, mainly due to higher NDV-01 and sepranolone study costs and manufacturing and drug storage costs
Cash, cash equivalents and short-term investments were $217.7 million at June 30, 2026, up from about $93.0 million at December 31, 2025
The company expects to submit the NDV-01 IND and the sepranolone IND by year-end 2026
Verrica Pharmaceuticals reported second-quarter 2026 results on August 6, 2026. Total revenue fell to $5.9 million from $12.7 million a year earlier, and the company posted a net loss of $13.2 million compared with net income of $0.2 million, even though U.S. YCANTH product revenue rose. The company also announced a credit facility of up to $27.5 million with an entity controlled by its chairman and largest shareholder, which it says could extend its cash runway into 2028.
Total revenue was $5.9 million versus $12.7 million in Q2 2025, which included $8.0 million of one-time Torii milestone revenue in the prior year.
U.S. YCANTH net product revenue was $5.1 million, up from $4.5 million, with dispensed applicator units up about 46% year over year to 19,626.
Q2 2026 net loss was $13.2 million, or $0.62 per share, versus net income of $0.2 million, or $0.02 per share, in Q2 2025.
Cash was $11.2 million at June 30, 2026, down from $30.1 million at December 31, 2025; the credit facility is up to $27.5 million with an entity controlled by Paul B. Manning.
indie Semiconductor reported second-quarter 2026 revenue of $64.0 million, up 24% from a year earlier and above the midpoint of its guidance range. Its GAAP operating loss narrowed to $35.1 million from $43.0 million, and it expects third-quarter revenue of $67 million to $73 million, about 30% growth at the midpoint, including roughly $30 million from Wuxi indie Micro, whose pending sale is disclosed in the filing.
Q2 2026 revenue was $64.0 million, up from $51.6 million in Q2 2025.
GAAP operating loss was $35.1 million versus $43.0 million a year earlier; non-GAAP operating loss was $8.9 million versus $14.5 million.
GAAP loss per share was $0.17 versus $0.20 a year earlier; non-GAAP loss per share was $0.05, which the company said was in line with prior guidance.
Q3 2026 revenue outlook is $67 million to $73 million, with about $40 million from the core business and $30 million from Wuxi indie Micro.
Granite Ridge Resources reported second quarter 2026 oil and natural gas sales of $149.3 million, up from $109.2 million a year earlier, and net income of $30.0 million, or $0.23 per diluted share, compared with $25.1 million, or $0.19, in the prior-year quarter. The company also disclosed that Grey Rock Investment Partners, which owns about 50% of its common stock, plans to distribute a portion of its shares to limited partners in the third quarter of 2026, which could eventually change how the company is governed.
Oil and natural gas sales were $149.3 million in Q2 2026 versus $109.2 million in Q2 2025.
Net income was $30.0 million, or $0.23 per diluted share, versus $25.1 million, or $0.19, a year earlier.
For the six months ended June 30, 2026, the company reported a net loss of $17.0 million, compared with net income of $34.9 million in the prior year period.
Grey Rock plans an in-kind share distribution in Q3 2026, the first of multiple expected tranches; the company will receive no proceeds. A $0.11 per share dividend is payable September 14, 2026, to holders of record on August 28, 2026.
Cedar Realty Trust filed an 8-K stating that its parent, Wheeler Real Estate Investment Trust (WHLR), made available non-public information and supplemental financial information for the three and six months ended June 30, 2026, in a WHLR press release dated August 6, 2026. The filing itself contains no financial figures; the results are furnished as exhibits incorporated by reference from WHLR's separate 8-K.
WHLR press release and supplemental financial information for the three and six months ended June 30, 2026, dated August 6, 2026
Materials furnished as Exhibits 99.1 and 99.2 and available on WHLR's website, www.whlr.us
The filing text does not state revenue, profit, or guidance figures
Filed August 6, 2026 and signed by CEO and President M. Andrew Franklin
Amphastar reported second-quarter 2026 net revenues of $183.9 million, up 5% from $174.4 million a year earlier, and gross margin rose to 50.8% from 49.6%. GAAP net income fell slightly to $30.3 million, though diluted EPS rose to $0.67 from $0.64 on a lower share count, and income from operations declined to $39.7 million from $42.2 million. Shareholders face a $100.0 million milestone payment to Eli Lilly due in the third quarter of 2026.
Net revenues $183.9 million vs. $174.4 million a year earlier; glucagon sales fell 42% to $11.9 million
GAAP net income $30.3 million, or $0.67 diluted EPS, vs. $31.0 million, or $0.64, in Q2 2025
Adjusted non-GAAP net income $40.8 million, or $0.91 per diluted share, vs. $0.85 a year earlier
BAQSIMI first annual net sales milestone of $175.0 million triggers a $100.0 million payment to Lilly due Q3 2026
Cryoport reported second-quarter 2026 revenue of $49.0 million, up 8% from $45.5 million a year earlier, and a loss from continuing operations that narrowed to $8.3 million from $12.0 million. Adjusted EBITDA from continuing operations was $0.4 million, compared with negative $0.9 million a year earlier. The year-ago period included a $120.9 million gain from the sale of the CRYOPDP courier business, so the reported net loss of $8.3 million compares with net income of $108.9 million in Q2 2025.
Q2 2026 total revenue was $49.0 million, up 8% year-over-year; Life Sciences Services revenue rose 15% to $28.0 million.
Loss from continuing operations was $8.3 million for Q2 2026, compared with $12.0 million for Q2 2025.
Total gross margin was 46.6% for Q2 2026, compared with 47.0% for Q2 2025.
Cryoport held $396.7 million in cash, cash equivalents, and short-term investments as of June 30, 2026.
Orion Properties reported second quarter 2026 total revenues of $34.3 million, down from $37.3 million a year earlier, while net income attributable to common stockholders was $24.6 million, compared with a net loss of $25.1 million in the same quarter of 2025. Core FFO was $11.8 million, or $0.20 per diluted share, flat with the prior year, and the company raised its 2026 Core FFO per share guidance while lowering its net debt to adjusted EBITDA range, but its strategic options review and a default on the unconsolidated joint venture's loan remain open issues for shareholders.
Total revenues were $34.3 million, versus $37.3 million in Q2 2025; net income rose mainly on a $27.9 million increase in gains on dispositions and a $19.5 million decrease in impairment charges.
Core FFO was $11.8 million, or $0.20 per diluted share, the same per-share amount as in Q2 2025.
2026 Core FFO per share guidance was raised to $0.72 to $0.77 from $0.69 to $0.76; net debt to adjusted EBITDA guidance was lowered to 6.0x to 6.8x from 6.5x to 7.3x.
The unconsolidated joint venture's non-recourse loan, with $125.6 million outstanding as of August 6, 2026, went back into default on August 1, 2026 after a sale was terminated.
Red Cat Holdings reported second-quarter 2026 revenue of $20.2 million, up 527% from the prior-year quarter, with gross margin of 16.1%. The net loss widened to $35.3 million, or $0.26 per share, from $13.3 million, or $0.15 per share, a year earlier. The company reaffirmed its full-year 2026 revenue target of $150 million to $180 million and reported cash of $325.6 million at June 30, 2026.
Q2 2026 revenue was $20.2 million versus $3.2 million in Q2 2025; gross profit was $3.3 million.
Net loss was $35.3 million, or $0.26 per share, compared with $13.3 million, or $0.15 per share, in Q2 2025.
Full-year 2026 target revenue of $150 million to $180 million was reaffirmed.
Cash totaled $325.6 million at June 30, 2026, compared with $167.9 million at December 31, 2025.
NETGEAR reported second-quarter 2026 net revenue of $168.6 million, down 1.2% year over year, with GAAP net loss per share of $0.27 versus $0.22 a year earlier and non-GAAP EPS of $0.16 versus $0.06. The company guided third-quarter net revenue to $165 million to $175 million and GAAP operating margin to (12.0)% to (9.0)%, and it added Douglas Murray to its board effective August 3, 2026.
Q2 2026 net revenue was $168.6 million, down 1.2% year over year; GAAP gross margin rose to 40.2% and non-GAAP gross margin to 41.4%.
GAAP EPS was $(0.27) versus $(0.22) a year earlier; non-GAAP EPS was $0.16 versus $0.06.
Third-quarter 2026 guidance: net revenue of $165 million to $175 million; GAAP operating margin of (12.0)% to (9.0)%; non-GAAP operating margin of (3.0)% to 0.0%.
Douglas Murray was elected to the board on August 3, 2026; his committee assignment has not yet been determined.
HCI Group reported second-quarter 2026 pre-tax income of $111 million and net income after noncontrolling interests of $74 million, both up from the prior-year quarter. Diluted earnings per share rose to $5.60 from $5.18, and gross premiums earned increased 6% to $321 million, which shareholders can weigh against a gross loss ratio that rose to 22.2% from 21.3%.
Q2 2026 pre-tax income was $111 million, versus $94 million in Q2 2025.
Net income after noncontrolling interests was $74 million, versus $66 million; diluted EPS was $5.60, versus $5.18.
Gross premiums earned rose 6% to $321 million; gross loss and loss adjustment expense ratio was 22.2%, versus 21.3%.
HCI completed its $80 million share repurchase program on July 17, 2026, repurchasing 504,330 shares in total.
PDF Solutions reported second-quarter 2026 revenue of $61.5 million, up 19% from $51.7 million a year earlier but up only 2% from the first quarter. GAAP net income was $4.3 million, or $0.10 per diluted share, down from $4.8 million, or $0.12, in the first quarter, though up from $1.1 million, or $0.03, a year earlier. The company reaffirmed its 20% annual revenue growth target for 2026.
Total revenues $61.5 million, up 19% year over year and up from $60.1 million in Q1 2026
GAAP diluted EPS $0.10 versus $0.12 in Q1 2026 and $0.03 in Q2 2025; non-GAAP diluted EPS $0.27 versus $0.31 in Q1 2026
Ending backlog $270.7 million, up from $246.4 million in Q1 2026
May 2026 secondary offering issued 1.9 million shares for net proceeds of $81.8 million
SUI Group Holdings reported a second-quarter 2026 net loss of $18.9 million, or $(0.23) per diluted share, compared with net income of $677 thousand, or $0.11 per diluted share, in the same period of 2025. Total revenue and other income rose to $1.2 million from $948 thousand, but the company recorded about $16.6 million of non-cash losses on digital assets and receivables, which it says do not affect liquidity.
Q2 2026 net loss of $18.9 million, or $(0.23) per diluted share, versus net income of $677 thousand, or $0.11 per share, in Q2 2025
Total revenue and other income increased to $1.2 million from $948 thousand, driven mainly by SUI staking revenue and digital lending interest income
About $16.6 million of non-cash losses on digital assets and receivables, including $18.9 million realized losses partly offset by a $2.3 million unrealized gain
Treasury held 109,141,243 SUI as of August 3, 2026; the company reports an mNAV of approximately 0.72x
Karat Packaging reported record second-quarter 2026 net sales of $136.3 million, up 9.9%, and net income of $29.6 million, up 168.3%. The filing says $20.2 million of that net income came from IEEPA tariff refunds, which will not recur at the same level, and the company expects third-quarter net sales to rise by low double digits.
Q2 2026 net sales were $136.3 million, up 9.9% from $124.0 million a year earlier.
Diluted earnings per share were $1.46, versus $0.54 in Q2 2025; the filing attributes $1.00 per share to IEEPA tariff refunds.
Board raised the regular quarterly dividend to $0.47 per share, payable on or about August 28, 2026.
Q3 2026 guidance: net sales up by low double digits and gross margin of 35% to 37%.
Monster Beverage reported second-quarter 2026 results for the period ended June 30, 2026, with net sales up 20.2% to $2.54 billion, net income up 19.6% to $584.5 million, and diluted EPS up 19.0% to $0.59. The company repurchased no shares in the quarter and had about $900.0 million left under its existing repurchase programs as of August 5, 2026. A two-for-one stock split will be effected as a 100% stock dividend after trading closes on August 10, 2026, with split-adjusted trading expected to begin August 11, 2026.
Net sales rose 20.2% to $2.54 billion, from $2.11 billion; currency rates added $48.5 million.
Net income rose 19.6% to $584.5 million; diluted EPS rose to $0.59 from $0.50.
Gross profit was 55.9% of net sales versus 55.7%; operating expenses were 26.8% of net sales versus 25.8%.
Two-for-one stock split: stock dividend after close on August 10, 2026; split-adjusted trading expected August 11, 2026.
Post Holdings reported third-quarter fiscal 2026 net sales of $1,948.0 million, down 1.8%, and net earnings of $63.4 million, down 41.7% from a year earlier. The company narrowed its fiscal 2026 Adjusted EBITDA guidance to $1,560-$1,570 million from $1,550-$1,580 million and gave a preliminary fiscal 2027 outlook that is generally flat versus a comparable level of about $1.48 billion.
Q3 net sales $1,948.0 million, down 1.8%; diluted EPS $1.29 versus $1.79 a year earlier
Q3 Adjusted EBITDA $377.3 million, down 5.0%; nine-month Adjusted EBITDA $1,190.5 million, up 6.9%
FY2026 Adjusted EBITDA guidance narrowed to $1,560-$1,570 million from $1,550-$1,580 million
Preliminary FY2027 outlook is generally flat versus a comparable Adjusted EBITDA level of about $1.48 billion
Clarus reported second-quarter 2026 sales of $56.2 million, up 1.6%, and net income of $4.7 million, or $0.12 per diluted share, compared with a net loss of $8.4 million, or $(0.22) per diluted share, a year earlier. The quarter includes a $6.1 million refund of IEEPA tariffs, and the company said its strategic review of alternatives, which includes a possible sale of all or part of the business, has no deadline or definitive timetable. The company now expects fiscal 2026 adjusted EBITDA of $12 million to $13 million.
Sales were $56.2 million versus $55.2 million; Outdoor rose 8.5% to $39.8 million and Adventure fell 11.9% to $16.4 million.
Gross margin was 48.9% versus 35.6%, including a benefit of approximately 1,090 basis points from the $6.1 million IEEPA tariff refund.
Adjusted EBITDA was $7.6 million, a 13.6% margin, versus an adjusted EBITDA loss of $(4.4) million a year earlier.
For 2026, sales guidance of $245 million to $255 million was maintained; third-quarter sales are expected at $66 million to $68 million.
AIG reported second-quarter 2026 results, with net income of $948 million, or $1.78 per diluted share, down from $1.98 a year earlier, mainly because of changes in the fair value of its Corebridge investment and equity securities. Adjusted after-tax income rose 10% to $2.00 per diluted share, helped by higher underwriting income, and the board declared a $0.50 quarterly dividend.
Net income attributable to AIG common shareholders was $948 million, or $1.78 per diluted share, versus $1.1 billion, or $1.98, in the prior-year quarter.
Adjusted after-tax income was $1.1 billion, or $2.00 per diluted share, versus $1.81 a year earlier.
General Insurance net premiums written rose 9% to $7.5 billion, and the combined ratio improved to 89.0% from 89.3%.
The board declared a $0.50 per share dividend, payable September 30, 2026, to shareholders of record on September 16, 2026.
Cloudflare reported second-quarter 2026 revenue of $696.1 million, up 36% from a year earlier, and non-GAAP net income per diluted share of $0.29, up from $0.21. GAAP net loss widened to $170.0 million, or $0.48 per share, from $50.4 million a year earlier, after $150.7 million in restructuring and other charges tied to a plan to align the organization with an agentic AI-first operating model. The company also gave third-quarter and full-year 2026 revenue and non-GAAP per-share outlooks.
Q2 2026 revenue $696.1 million, up 36% year-over-year; GAAP gross margin 71.8% versus 74.9% a year earlier
GAAP net loss $170.0 million ($0.48 per share) versus $50.4 million loss in Q2 2025, including $150.7 million in restructuring and other charges
Q3 2026 guidance: total revenue $736.0 to $737.0 million; full-year 2026 guidance: total revenue $2,864.0 to $2,870.0 million and non-GAAP net income per share $1.25 to $1.26
Free cash flow $56.4 million, or 8% of revenue, versus $33.3 million in Q2 2025
nLIGHT reported second-quarter 2026 revenue of $82.6 million, up 33.8% from a year earlier, and a GAAP net loss of $1.3 million, down from $3.6 million. Adjusted EBITDA rose to $10.7 million from $5.6 million. For the third quarter, the company guided to revenue of $63 million to $73 million and said supply chain challenges pushed about $17 million of product revenue into future quarters.
Q2 2026 revenue was $82.6 million, up from $61.7 million in Q2 2025
GAAP net loss was $1.3 million ($0.02 per diluted share), versus $3.6 million ($0.07) a year earlier
Adjusted EBITDA was $10.7 million, versus $5.6 million in Q2 2025
Q3 2026 revenue guidance is $63 million to $73 million and excludes about $17 million of product revenue delayed by supply chain challenges
MBIA Inc. reported a second-quarter 2026 GAAP net loss of $46 million, or $(0.91) per share, compared with a net loss of $56 million, or $(1.12) per share, in the second quarter of 2025. The company said the improvement was mainly due to a reversal of legal expenses within a consolidated variable interest entity tied to Zohar CDOs and foreign exchange gains in 2026 versus losses in 2025.
Q2 2026 Adjusted Net Loss was $7 million, or $(0.14) per diluted share, versus $8 million, or $(0.17), in Q2 2025.
Six-month 2026 GAAP net loss was $86 million, or $(1.71) per diluted share, versus $118 million, or $(2.40), in the first six months of 2025.
As of June 30, 2026, liquidity totaled $337 million; no shares were repurchased in Q2 2026, and $71 million of repurchase capacity remained as of July 31, 2026.
MBIA will host a conference call on August 7, 2026, at 8:30 AM ET.
Exzeo Group reported second quarter 2026 results, with revenue up 3% and net income up 7% from a year earlier, while earnings per share held at $0.26. Managed Premium grew to $1.40 billion from $1.22 billion, but the Adjusted EBITDA Margin fell to 53% from 57% as the company spent more on strategic initiatives, and operating cash flow for the first half declined.
Q2 2026 revenue was $57.8 million, up from $56.1 million, driven mainly by underwriting and management services growth.
Q2 2026 net income was $23.3 million, up from $21.7 million; basic and diluted EPS was $0.26 in both periods.
Adjusted EBITDA Margin was 53% versus 57%, as the company invested in its workforce and operational infrastructure.
First-half operating cash flow was $40.9 million, down from $57.5 million; the company completed a $12.0 million share repurchase program in July 2026.
Hamilton reported second-quarter 2026 net income attributable to common shareholders of $143.8 million, down from $187.4 million a year earlier, while gross premiums written rose 16.7% to $831.0 million. The company also extended CEO Pina Albo's employment term through December 31, 2029, and said the Board has confidence in her leadership.
Diluted EPS was $1.42 versus $1.79 a year earlier; operating EPS was $1.56 versus $1.55
Combined ratio rose to 95.0% from 86.8%, and underwriting income fell to $29.1 million from $67.5 million
Gross premiums written increased 16.7% to $831.0 million; net premiums earned rose 14.6% to $586.0 million
CEO employment agreement amended to extend her term through December 31, 2029, then renew automatically in one-year periods
Covista reported fourth-quarter and fiscal 2026 results for the year ended June 30, 2026, with revenue and diluted earnings per share both higher than the prior year. The company also issued fiscal 2027 guidance for revenue of $2,050 million to $2,090 million and adjusted earnings per share of $8.90 to $9.15. For shareholders, the headline measures improved and the company set a forward outlook, though the 8-K furnishes a press release rather than new audited statements.
Fourth-quarter revenue was $501.4 million, up 9.7%, and GAAP diluted EPS was $2.06, versus $1.44 a year earlier.
Fiscal 2026 revenue was $1,954.1 million, up 9.3%, and diluted EPS was $7.04, versus $6.18; adjusted EPS was $8.25, versus $6.67.
Fiscal 2027 guidance calls for revenue of $2,050 million to $2,090 million and adjusted EPS of $8.90 to $9.15.
During fiscal 2026 the company repurchased $238 million of shares and repaid $50 million of Term Loan B debt.
Revelation Biosciences reported results for the three and six months ended June 30, 2026. The net loss for the quarter rose to $3.3 million from $2.4 million a year earlier, and cash and cash equivalents stood at $11.5 million, which the company says is sufficient to fund operations through the first quarter of 2027.
Q2 2026 net loss was $3.3 million, or $0.87 per share, versus $2.4 million, or $28.04 per share, in Q2 2025.
Six-month net loss was $6.3 million, versus $4.5 million for the same period in 2025.
Cash and cash equivalents were $11.5 million at June 30, 2026, up from $10.7 million at December 31, 2025, mainly due to net proceeds from the January 2026 warrant inducement.
Revelation said it is working to start enrollment in its Phase 2/3 acute kidney injury study by year-end.
Reinsurance Group of America reported second-quarter 2026 results on August 6, with net income available to RGA shareholders of $462 million, or $7.01 per diluted share, up from $180 million, or $2.70 per diluted share, a year earlier. Adjusted operating income rose to $586 million, or $8.89 per diluted share, from $315 million, or $4.72. The board also declared a regular quarterly dividend of $0.98 per share, a 5.4% increase, payable September 1, 2026 to holders of record on August 18, 2026.
Net income available to RGA shareholders was $462 million, or $7.01 per diluted share, versus $180 million, or $2.70, in the prior-year quarter.
Adjusted operating income was $586 million, or $8.89 per diluted share, versus $315 million, or $4.72, a year earlier.
Quarterly dividend of $0.98 per share, up 5.4%, payable September 1, 2026 to holders of record on August 18, 2026.
Conference call to discuss results is set for 10 a.m. Eastern Time on August 7, 2026.
Assured Guaranty reported second quarter 2026 GAAP net income attributable to the company of $39 million, or $0.88 per diluted share, down from $103 million, or $2.08 per share, a year earlier. Adjusted operating income rose to $55 million, or $1.23 per share, from $50 million, or $1.01 per share, and the company returned $62 million to shareholders in the quarter through buybacks and dividends.
GAAP net income attributable to the company was $39 million ($0.88 per diluted share) in Q2 2026, versus $103 million ($2.08) in Q2 2025.
Adjusted operating income was $55 million ($1.23 per share), versus $50 million ($1.01) in Q2 2025.
Shareholders' equity per share was $126.18 as of June 30, 2026, and adjusted book value per share was $189.72; the CEO said both reached record highs.
Capital returned to shareholders in Q2 2026 was $62 million, including $45 million of share repurchases and $17 million of dividends.
Gladstone Investment Corporation reported net investment income of $15.9 million, or $0.40 per weighted-average share, for the quarter ended June 30, 2026, compared with a net investment loss of $10.6 million in the prior quarter. However, the net decrease in net assets resulting from operations was $11.9 million, and net asset value per share fell to $16.24 from $16.78 on March 31, 2026, driven mainly by $18.8 million of net unrealized depreciation and a $9.0 million net realized loss. For shareholders, higher operating income was offset by a lower net asset value and a net loss from operations.
Total investment income rose 12.6% to $28.4 million from $25.2 million in the prior quarter.
Net decrease in net assets from operations was $11.9 million, or $(0.30) per share, versus an increase of $82.4 million in the prior quarter.
Adjusted net investment income was $0.26 per share, up from $0.20; the company declared $0.08 per share monthly distributions for July, August and September 2026 payments.
Net asset value per share was $16.24 as of June 30, 2026, down from $16.78 as of March 31, 2026.
CytoSorbents reported second quarter 2026 results with revenue flat year over year at $9.6 million. Net loss was $4.4 million, or $0.07 per share, compared with net income of $1.9 million, or $0.03 per share, a year earlier; the company attributes the swing mainly to non-cash foreign currency translation changes. Operating loss narrowed 27% to $2.6 million and gross margin rose to 73%, but the balance sheet shows a stockholders' deficit of $0.8 million and $14.1 million of debt classified as current.
Q2 2026 revenue was $9.6 million, unchanged from a year ago; Germany sales fell 24% while distributor and strategic partner sales rose 16%.
Net loss was $4.4 million ($0.07 per share) versus net income of $1.9 million ($0.03 per share) in Q2 2025, mainly due to foreign currency effects.
Operating loss improved to $2.6 million from $3.6 million, and gross margin rose to 73% from 71% a year ago.
Cash, cash equivalents and restricted cash were about $5.9 million at June 30, 2026, versus $6.3 million at March 31, 2026; current debt was $14.1 million.
Karman Space & Defense reported record second-quarter 2026 revenue of $182.1 million, up 58.2% from a year earlier, and net income of $14.0 million, up 106.1%. The company raised its full-year 2026 revenue and adjusted EBITDA guidance, which the filing says is a positive signal for shareholders, though the results depend on the company's forward-looking assumptions.
Q2 2026 revenue was $182.1 million, up 58.2% year over year, with organic growth of 24.4%.
Q2 2026 net income was $14.0 million, or $0.11 per diluted share, compared with $0.05 a year earlier.
Full-year 2026 revenue guidance was raised to $730 million to $745 million, and adjusted EBITDA guidance to $215.0 million to $222.5 million.
Backlog reached $1.3 billion as of June 30, 2026, up 65% from the end of fiscal 2025.
vTv Therapeutics reported second-quarter 2026 results with no revenue in the quarter, and its net loss attributable to shareholders grew to $13.1 million from $6.0 million a year earlier. Higher R&D spending on the Phase 3 CATT1 trial drove the increase, and the company said its cash should fund operations through the anticipated CATT1 topline data readout.
Q2 2026 net loss attributable to vTv shareholders was $13.1 million, or $1.05 per share, versus $6.0 million, or $0.92 per share, in Q2 2025.
R&D expenses rose to $8.8 million from $4.1 million, mainly due to investment in the Phase 3 CATT1 trial.
Cash and cash equivalents were $86.6 million at June 30, 2026, down from $88.9 million at December 31, 2025.
Six-month results included $36.8 million of revenue and net income of $11.1 million, or $0.89 per basic share.
Cognition Therapeutics reported a second-quarter 2026 net loss of $3.9 million, or $(0.04) per share, down from $6.7 million, or $(0.11) per share, a year earlier. Research and development expenses fell to $5.1 million from $11.5 million, while grant income also declined to $3.5 million from $7.1 million. The company said cash and restricted cash equivalents were $34.8 million at June 30, 2026, enough to fund operations into the fourth quarter of 2027.
Net loss for the quarter ended June 30, 2026 was $3.9 million, versus $6.7 million in the same period of 2025
Research and development expenses were $5.1 million, compared with $11.5 million a year earlier, driven by lower trial activity and compensation
Cash, cash equivalents, and restricted cash equivalents were $34.8 million at June 30, 2026; the company expects cash to last into the fourth quarter of 2027
The company plans to start a Phase 3 study in DLB psychosis in mid-2027 and received a Notice of Allowance for a zervimesine composition of matter patent
StandardAero reported second-quarter 2026 revenue of $1.6 billion, up 4.6% from a year earlier, and net income of $97.3 million, up from $67.7 million. The company raised its full-year 2026 guidance for revenue, Adjusted EBITDA and Adjusted Diluted EPS, though it also changed its Adjusted Diluted EPS and Adjusted Free Cash Flow definitions, which affects how those figures compare with prior periods.
Revenue was $1,599.7 million for the quarter, up 4.6%; diluted GAAP EPS was $0.29 versus $0.20 a year earlier
Adjusted EBITDA was $229.9 million, up 12.3%, with an Adjusted EBITDA Margin of 14.4% versus 13.4%
Full-year 2026 revenue guidance is $6,375 to $6,500 million and Adjusted Diluted EPS guidance is $1.50 to $1.57, with the EPS definition broadened to exclude amortization of all intangible assets, including license-related
Free cash flow was an inflow of $50.2 million for the quarter, but cash used in operations was $72.3 million
Valhi reported second-quarter 2026 net income attributable to stockholders of $22.3 million, or $.78 per share, up from $.9 million, or $.03 per share, a year earlier, driven mainly by higher Chemicals Segment results. The company also declared a regular quarterly dividend of $0.08 per share, payable September 24, 2026.
Q2 2026 net sales were $606.1 million, up from $540.4 million in Q2 2025.
Chemicals Segment operating income was $40.4 million, up from $10.3 million, on higher sales volumes and lower production costs.
Board declared a $0.08 per share dividend, payable September 24, 2026, to holders of record on September 3, 2026.
WillScot reported second quarter 2026 revenue of $612 million, up from $589 million a year earlier, and raised its full-year 2026 outlook for revenue and Adjusted EBITDA. Profit measures were weaker: Adjusted EBITDA fell to $228 million from $249 million, and Adjusted Diluted EPS dropped to $0.28 from $0.33, so shareholders face higher revenue alongside lower profit.
Q2 2026 revenue of $612 million, up from $589 million; net income of $47 million versus $48 million a year earlier
Adjusted EBITDA of $228 million at a 37.2% margin, down from $249 million and 42.3% a year earlier; Adjusted Diluted EPS $0.28 versus $0.33
2026 outlook raised to $2.3 billion in revenue and $920 million in Adjusted EBITDA; Net CAPEX outlook raised to $375 million
Total debt of $3,495 million at June 30, 2026; no debt maturities until August 2028
Phunware reported second-quarter 2026 results on August 6, 2026. Net revenue rose 76% to $0.8 million, which the company said reflected a customer-initiated early contract termination, while the net loss widened to $5.2 million, or $0.26 per share, from $3.1 million, or $0.16 per share, a year earlier. Shareholders should note that the revenue gain came from a contract ending early and that losses and cash use continued to grow, although the company reported $92.1 million in cash and no debt.
Q2 net revenue was $0.8 million, up from $0.5 million, which the company attributed to a customer-initiated early contract termination.
Q2 net loss was $5.2 million, or $0.26 per share, compared with $3.1 million, or $0.16 per share, in Q2 2025.
Adjusted EBITDA loss was $5.5 million in Q2 2026, compared with $4.1 million in Q2 2025; net cash used in operations was $8.5 million for the six months ended June 30, 2026.
Cash and cash equivalents totaled $92.1 million as of June 30, 2026, with no debt.
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