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).
Biglari Holdings reported second-quarter 2026 net earnings of $39.9 million, down from $50.9 million in the second quarter of 2025, as investment gains fell to $45.3 million from $61.4 million. Pre-tax operating earnings rose to $6.3 million from $3.7 million, while first-half pre-tax operating earnings fell to $2.1 million from $13.7 million, so shareholders see mixed results across the periods.
Q2 2026 pre-tax operating earnings were $6.3 million, versus $3.7 million in Q2 2025.
Q2 2026 investment gains were $45.3 million, versus $61.4 million in Q2 2025.
First six months 2026 net earnings were $25.4 million, versus $17.7 million in the same period of 2025.
Steak n Shake same-store sales rose 13.8% in Q2 2026 for company-operated and franchise-partner-operated restaurants.
BCP Investment Corporation reported a net decrease in net assets from operations of $9.9 million, or $0.80 per share, for the quarter ended June 30, 2026, compared with a $4.5 million decrease a year earlier. Total investment income fell to $15.2 million from $17.6 million in the first quarter, and net asset value dropped to $179.5 million ($14.49 per share) from $193.0 million ($15.60 per share) at March 31, 2026, driven mainly by unrealized markdowns. The company also declared monthly base distributions of $0.09 per share for October through December 2026 and amended its KeyBank credit facility to increase capacity to $150 million.
Net investment income was $5.5 million ($0.45 per share), down from $6.9 million ($0.55 per share) in the first quarter of 2026 and $4.6 million ($0.50 per share) a year earlier.
Net asset value was $179.5 million ($14.49 per share) at June 30, 2026, versus $193.0 million ($15.60 per share) at March 31, 2026; about 34% of the quarter's unrealized markdowns were attributed to software investments.
Non-accrual debt investments were 11 across 7 portfolio companies, representing 3.1% of portfolio fair value, up from 2.6% at March 31, 2026.
On August 6, 2026, the KeyBank credit facility was amended to a $150.0 million facility, with the maturity extended to August 6, 2031, and the JPMorgan revolving credit facility was repaid and terminated.
Star Holdings reported net income attributable to common shareholders of $41.4 million, or $3.43 per share, for the quarter ended June 30, 2026. The results include two non-cash items: a $29.3 million mark-to-market adjustment on its approximately 13.5 million Safehold (SAFE) shares and $14.4 million of deferred non-cash income from surrendering an asset to a local municipality after a lease expired, so the reported profit depends heavily on items that do not generate cash.
Net income attributable to common shareholders was $41.4 million, with earnings per share of $3.43.
A non-cash mark-to-market adjustment of $29.3 million on about 13.5 million SAFE shares added $2.43 to earnings per share.
$14.4 million, or $1.19 per share, of deferred non-cash income was recognized after an asset was surrendered to a local municipality following lease expiration.
The company filed its Form 10-Q for the quarter ended June 30, 2026 with the SEC.
Global Self Storage reported second quarter 2026 results for the period ended June 30, 2026. Total revenues rose 0.6% to $3.2 million and net income rose 24.9% to $830,000, but operating income fell 16.3% and FFO fell 10.7% to $978,000, with same-store NOI down 3.8%, mainly because of higher employment and property tax costs. The quarterly dividend of $0.0725 per share was maintained.
Total revenues rose 0.6% to $3.2 million; same-store occupancy was 94.7%, unchanged from June 30, 2025.
Net income rose to $830,000, or $0.07 per diluted share, from $664,000, or $0.06, a year earlier; the filing attributes part of the change to an unrealized gain on marketable equity securities of $266,394.
FFO fell 10.7% to $978,000 ($0.09 per diluted share) and AFFO fell 8.9% to $1.1 million; same-store cost of operations rose 8.1%.
Quarterly dividend of $0.0725 per share was declared on June 1, 2026 and maintained.
NI Holdings reported second-quarter 2026 net income of $146,000, or $0.01 per basic share, compared with a net loss of $12.1 million a year earlier. Gross premiums written fell 4.1% to $107.2 million, and net premiums earned dropped 10.9% to $65.0 million, as the company exits most of its Non-Standard Auto business. The combined ratio improved to 107.7% from 125.1%, mainly on lower catastrophe losses and favorable prior-year reserve development, so shareholders see a return to a small quarterly profit on lower premium volume.
Q2 2026 net income of $146,000 and basic EPS of $0.01, versus a net loss of $12.1 million and basic loss per share of $(0.57) in Q2 2025
Gross premiums written of $107.2 million, down 4.1%; Non-Standard Auto fell 98.9% as the company exits most of the segment
Combined ratio of 107.7% versus 125.1%; pre-tax catastrophe loss of $15.0 million for the quarter
Six-month net income of $12.7 million and basic EPS of $0.61 for the period ended June 30, 2026
HEI reported second-quarter 2026 GAAP net income of $123 million, or $0.71 per diluted share, up from $26 million, or $0.15, a year earlier. The result includes a $101 million after-tax non-cash gain from remeasuring the remaining Maui wildfire settlement liability to present value, while Core net income, which excludes wildfire and Pacific Current review items, fell to $22 million, or $0.13 per share, from $35 million, or $0.20.
Total revenues were $939.7 million, compared with $746.4 million in the second quarter of 2025.
Core net income was $22 million, or $0.13 per diluted share, versus $35 million, or $0.20, in the second quarter of 2025; Hawaiian Electric cited higher interest expense and higher O&M.
The remaining settlement liability was reduced from $1.44 billion to $1.30 billion, producing a $154 million pre-tax benefit.
On July 17, HEI submitted an IGP Request for Proposals to the PUC seeking about 1,650 gigawatt-hours of variable renewable energy, 465 megawatts of grid forming resources and 111 megawatts of firm generating capacity.
CytoSorbents furnished an investor presentation for its Q2 2026 earnings call held August 6, 2026. Product revenue was flat year over year at $9.6 million, while gross margin rose to 73% from 71% and the operating loss narrowed to $2.6 million from $3.6 million. The company continues to expect operating cash flow breakeven in the second half of 2026.
Q2 2026 product revenue was $9.6 million, unchanged from the prior year; Germany sales fell 24% to $2.5 million.
Gross margin rose to 73% from 71%, and total operating expenses fell to $9.7 million from $10.4 million.
Adjusted net loss narrowed 22% to $2.9 million ($0.05 per share) and adjusted EBITDA loss narrowed 38% to $1.6 million.
Cash, cash equivalents and restricted cash were $5.9 million at Q2 2026, down from $6.3 million at Q1 2026, after a $0.4 million net operating cash burn.
Ultralife reported second-quarter 2026 revenue of $47.9 million, down 1.3% from $48.6 million a year earlier, while GAAP earnings per share rose to $0.15 from $0.05. Gross margin improved to 28.9% from 23.9%, helped by a $1.1 million net IEEPA tariff refund, and backlog reached $117.5 million, which the company said is the highest in its history. The mix of a sales decline alongside higher profit makes the quarter's results mixed for shareholders.
Revenue was $47.9 million versus $48.6 million in Q2 2025; Battery & Energy Products sales fell 3.7% to $44.2 million, and Communications Systems sales rose 39.3% to $3.8 million.
GAAP EPS was $0.15 versus $0.05; adjusted EBITDA was $6.1 million versus $4.1 million.
Gross margin was 28.9%; excluding the $1.1 million net IEEPA refund, it was 26.6%.
Operating income was $3.4 million, including $0.9 million in one-time costs, versus $2.3 million a year earlier.
Artesian Resources reported second-quarter 2026 revenue of $30.7 million, up 7.4%, and net income of $6.6 million, up 4.5%, with diluted EPS of $0.64 versus $0.61 a year earlier. Operating expenses excluding depreciation and income taxes rose 7.6%, and the company attributed part of the revenue gain to temporary rate increases that remain in effect until the Delaware Public Service Commission sets permanent rates.
Q2 diluted EPS of $0.64, up 4.9% from $0.61 in Q2 2025
Q2 revenue of $30.7 million, up 7.4%; net income of $6.6 million, up 4.5%
Six months ended June 30, 2026: diluted EPS of $1.21 (up 6.1%), net income of $12.5 million, revenue of $58.4 million
Operating expenses rose 7.6% in Q2; $25.9 million invested in infrastructure in the first six months of 2026
United-Guardian reported second-quarter 2026 net sales of $3,108,267, up 10% from $2,838,225 a year earlier, and net income of $728,579 ($0.16 per share), up 16% from $626,826 ($0.14 per share). For the first half, net sales rose 12% to $5,980,489 and net income rose 30% to $1,547,481 ($0.34 per share), which included $339,493 of settlement income that the company did not report in the 2025 period.
Q2 2026 cosmetic ingredient sales rose 44%, mainly from higher purchases by Ashland Specialty Ingredients, after its 2025 inventory levels were reduced.
Q2 2026 pharmaceutical sales rose 1%; first-half pharmaceutical sales rose 11%, with Renacidin the primary driver.
First-half 2026 settlement income was $339,493, compared with none in the first half of 2025.
Plains GP Holdings reported second-quarter 2026 results that were lifted by a net gain of about $1.6 billion from the May 12, 2026 sale of its Canadian NGL business to Keyera Corp. Excluding that gain, the results still improved, with Adjusted EBITDA attributable to PAA up 10% and the quarterly distribution up 10% to $0.4175 per unit. The company also raised its 2026 organic growth capital range and lowered its maintenance capital guidance.
Net income attributable to PAA was $1.830 billion, or $2.51 per diluted unit, versus $210 million, or $0.21, a year earlier.
Adjusted EBITDA attributable to PAA rose to $738 million from $672 million, and pro forma leverage was 3.3x at quarter-end.
2026 organic growth capital guidance was raised to $400 million to $450 million from $350 million, and maintenance capital guidance was cut by $10 million to $175 million.
Quarterly distribution was $0.4175 per unit, up from $0.3800 a year earlier.
Johnson Outdoors reported fiscal third-quarter net sales up 5% to $189.7 million, and net income of $14.9 million, or $1.42 per diluted share, compared with $7.7 million, or $0.75, a year earlier. The company said the quarter included approximately $15 million of tariff refunds that helped lift gross margin, and that Camping & Watercraft Recreation sales fell 13%. The filing gives no updated outlook, and the CFO said the company remains cautious about cost trends as tariff policies evolve.
Net sales rose 5% to $189.7 million from $180.7 million a year earlier.
Net income was $14.9 million, or $1.42 per diluted share, versus $7.7 million, or $0.75, in the prior-year quarter.
Tariff refunds of approximately $15 million contributed to gross margin of 45.3%, compared with 37.6% a year earlier.
Camping & Watercraft Recreation sales declined 13%; year-to-date net sales were $525.1 million, up 15.0%.
RGC Resources, Inc. filed an 8-K announcing it will host a conference call with analysts to discuss operating results for its third quarter ended June 30, 2026. The accompanying earnings webcast presentation is furnished as Exhibit 99.1. The filing itself contains no financial figures in the text provided, so the quarter's results cannot be assessed from this document alone.
Quarter covered: third quarter ended June 30, 2026
Filing dated August 7, 2026; signed by CFO Timothy J. Mulvaney
Earnings webcast presentation furnished as Exhibit 99.1, which was an image exhibit with no readable text in the filing
Geospace Technologies reported a third-quarter fiscal 2026 net loss of $9.7 million, or $(0.75) per diluted share, compared with net income of $0.8 million, or $0.06 per diluted share, a year earlier, on revenue of $15.8 million versus $24.8 million. For the nine months ended June 30, 2026, the net loss was $30.5 million, or $(2.37) per diluted share, and the company used $27.3 million in cash from operating activities, which weighs on shareholders.
Q3 revenue $15.8 million vs. $24.8 million a year earlier; net loss $9.7 million, $(0.75) per diluted share, vs. net income of $0.8 million, $0.06 per share
Nine-month revenue $61.1 million vs. $80.1 million; net loss $30.5 million, $(2.37) per diluted share
Smart Water revenue $4.6 million vs. $10.5 million; Energy Solutions $5.9 million vs. $8.1 million; Intelligent Industrial $5.2 million vs. $6.1 million
U.S. Navy awarded a $10.8 million firm-fixed price contract to subsidiary Quantum Technology Sciences, expected to complete by December 2027; working capital was $40.6 million at June 30, 2026
Xenetic Biosciences reported results for the quarter ended June 30, 2026. Royalty revenue rose about 12% to about $0.7 million, but the net loss widened to about $0.9 million from about $0.7 million, mainly because general and administrative expenses rose about 64% on higher legal costs tied to its strategic review. Cash and cash equivalents fell to about $6.5 million from about $7.9 million at December 31, 2025.
Royalty revenue was about $0.7 million, up from about $0.6 million, primarily from the Takeda sublicense agreement
General and administrative expenses were about $1.1 million, up about 64%, mainly on higher legal expenses tied to the strategic review
Research and development expenses fell about 16% to about $0.6 million, mainly on lower manufacturing development efforts and reduced consulting costs
Cash and cash equivalents were about $6.5 million at June 30, 2026, versus about $7.9 million at December 31, 2025
Kestrel Group reported second quarter 2026 results on August 7, 2026, with a net loss of $8.1 million, or $1.03 per share, and total revenues of $6.7 million. Program Services fee revenue rose to $3.7 million and premium produced reached $109.6 million, both well above the second quarter of 2025, while the Legacy Reinsurance segment posted an underwriting loss of $1.3 million. For shareholders, the filing shows fast growth in the fee-based business alongside a continuing net loss.
Net loss of $8.1 million, or $1.03 per share, in the second quarter; book value per common share was $14.57 at June 30, 2026.
Program Services fee revenue was $3.7 million, up 587.9% from the second quarter of 2025; premium produced by client programs was $109.6 million, up 479.8%.
Legacy Reinsurance segment had an underwriting loss of $1.3 million in the second quarter, including $0.7 million of severance-related costs in the Diversified business.
Total assets were $919.6 million and shareholders' equity was $114.0 million at June 30, 2026.
Global Partners LP reported second-quarter 2026 net income of $71.0 million, or $1.86 per diluted common unit, up from $25.2 million, or $0.55, a year earlier. Sales rose to $6.8 billion from $4.6 billion, and the company declared a $0.7800 per unit common distribution payable August 14, 2026. The filing gives no earnings guidance, and its Series B Preferred Units were fully redeemed as of July 30, 2026.
Net income was $71.0 million, or $1.86 per diluted unit, versus $25.2 million, or $0.55, in Q2 2025.
Adjusted EBITDA was $148.2 million versus $98.2 million; combined product margin was $362.2 million versus $305.7 million.
Common unit distribution of $0.7800 ($3.12 annualized) is payable August 14, 2026, to holders of record on August 10, 2026.
All Series B Preferred Units were redeemed at $25.00 per unit plus a final distribution and are no longer outstanding after July 30, 2026.
Calumet reported a second-quarter 2026 net loss of $95.9 million, or $1.09 per basic share, compared with a net loss of $147.9 million, or $1.70 per share, a year earlier. Sales rose to $1,445.1 million from $1,026.6 million, and Adjusted EBITDA rose to $159.3 million from $55.1 million, though the filing notes non-cash RINs expense of $163.6 million weighed on results and the six-month net loss widened to $412.9 million.
Q2 2026 net loss of $95.9 million vs. $147.9 million in Q2 2025; basic EPS of $(1.09) vs. $(1.70)
Q2 2026 sales of $1,445.1 million vs. $1,026.6 million; Adjusted EBITDA of $159.3 million vs. $55.1 million
Specialty Products and Solutions Adjusted EBITDA of $161.7 million vs. $66.8 million; Montana/Renewables Adjusted EBITDA with Tax Attributes of $26.6 million vs. $16.3 million
On July 15, 2026, the company redeemed $100 million of 9.75% Senior Notes due 2028; $115 million of debt retirement in July was cited
Dauch reported second-quarter 2026 sales of $2.96 billion, up from $1.54 billion a year earlier, mainly because of the Dowlais acquisition. Net income attributable to Dauch fell to $1.0 million, or $0.00 per diluted share, from $39.3 million, or $0.32 per share, while adjusted EPS slipped to $0.32 from $0.34. The company raised the low end of its full-year 2026 sales and adjusted EBITDA ranges.
Q2 2026 sales $2.96 billion vs. $1.54 billion in Q2 2025; Adjusted EBITDA $389.6 million vs. $202.1 million
Net income attributable to Dauch $1.0 million vs. $39.3 million; diluted EPS $0.00 vs. $0.32
Adjusted EPS $0.32 vs. $0.34 a year earlier; Adjusted free cash flow $148.4 million vs. $48.7 million
PPL reported second-quarter 2026 earnings of $230 million, or $0.30 per share, up from $0.25 a year earlier, and ongoing earnings of $0.33 per share versus $0.32. The company reaffirmed its 2026 ongoing earnings forecast of $1.90 to $1.98 per share and its 6% to 8% annual EPS growth target through at least 2029. It also estimates $10 billion to $12 billion of potential investment upside through 2032 tied to generation needs, while its business plan excludes earnings and investments from the Invitium Energy joint venture.
Reported net income of $230 million ($0.30 per share) for Q2 2026, versus $183 million ($0.25) in Q2 2025; operating revenues were $2.11 billion versus $2.03 billion.
Ongoing earnings were $0.33 per share for Q2 2026, versus $0.32 a year earlier; ongoing earnings for the first six months were $0.96 per share versus $0.92.
2026 ongoing EPS forecast range of $1.90 to $1.98 was reaffirmed, with a midpoint of $1.94 per share.
Estimated $10 billion to $12 billion of investment upside through 2032; Invitium Energy expects one or more commercial agreements by the end of 2026.
Take-Two Interactive reported fiscal first-quarter 2027 results for the period ended June 30, 2026. GAAP net revenue rose to $1.53 billion from $1.50 billion, but Net Bookings fell 3% to $1.39 billion and the GAAP net loss widened to $34.1 million, or $0.18 per share, from $11.9 million, or $0.07 per share, a year earlier. The company reiterated its fiscal 2027 Net Bookings outlook of $8.0 to $8.2 billion and guided to a fiscal second-quarter net loss of $157 million to $140 million.
Net Bookings fell 3% to $1.39 billion; GAAP net revenue rose to $1.53 billion from $1.50 billion
GAAP net loss was $34.1 million, or $0.18 per share, including a $43.4 million impairment charge tied to an unannounced third-party title
Fiscal 2027 Net Bookings outlook of $8.0 to $8.2 billion reiterated; Grand Theft Auto VI launch set for November 19, 2026
Fiscal second-quarter outlook: GAAP net loss of $157 million to $140 million and Net Bookings of $1.62 billion to $1.67 billion
ACM Research reported second-quarter 2026 revenue of $292.9 million, up 36.0% from a year earlier, and GAAP net income attributable to the company of $89.0 million, up from $29.8 million. The company raised its full-year 2026 revenue guidance to $1.125 billion to $1.175 billion, from a prior range of $1.08 billion to $1.175 billion, though gross margin fell and GAAP profit includes a $69.6 million unrealized investment gain.
Q2 2026 revenue was $292.9 million, up from $215.4 million; GAAP diluted EPS was $1.23 versus $0.44, and non-GAAP diluted EPS was $0.61 versus $0.55.
Full-year 2026 revenue guidance low end raised to $1.125 billion from $1.08 billion; high end unchanged at $1.175 billion.
GAAP gross margin was 46.0% versus 48.5% a year earlier; GAAP net income included a $69.6 million unrealized gain on short-term investments.
Net cash was $1.0 billion at June 30, 2026, compared with $924.2 million at March 31, 2026.
TDS reported second quarter 2026 total operating revenues of $309.3 million, up from $298.5 million a year earlier, and net income attributable to common shareholders of $281.1 million, compared with a loss of $5.7 million in the prior-year quarter. TDS Telecom lowered its 2026 revenue and Adjusted EBITDA guidance, while Array raised its Adjusted EBITDA guidance, and the Q2 results include $409.8 million of gains on Array license sales.
Total operating revenues $309.3 million vs. $298.5 million in Q2 2025; net income attributable to TDS common shareholders $281.1 million vs. a $(5.7) million loss
Diluted EPS from continuing operations $2.24 vs. $(0.05) a year earlier
TDS Telecom 2026 revenue guidance cut to $1,000-$1,025 million from $1,015-$1,055 million; Adjusted EBITDA cut to $310-$330 million from $310-$350 million; capital expenditure guidance raised to $625-$675 million
Array 2026 Adjusted EBITDA guidance raised to $220-$235 million from $200-$215 million
Array reported second quarter 2026 total operating revenues of $54.1 million, up from $28.5 million a year earlier, and raised its 2026 Adjusted EBITDA guidance to $220 million-$235 million. Earnings per share were lifted by large gains on spectrum license sales, and the company is still reviewing a non-binding acquisition proposal from TDS, which owns about 81.9% of Array, while it no longer recognizes revenue from DISH Wireless.
Q2 2026 total operating revenues were $54.1 million, versus $28.5 million in Q2 2025.
Q2 2026 diluted earnings per share from continuing operations were $3.86, versus $0.17 a year earlier, with a $409.8 million gain on license sales in the quarter.
2026 Adjusted EBITDA guidance raised to $220 million-$235 million from $200 million-$215 million; revenue range narrowed to $205 million-$215 million.
A special committee of independent directors is evaluating a non-binding TDS proposal, received May 7, 2026, to acquire Array shares it does not own.
The E.W. Scripps Company reported a second-quarter 2026 net loss attributable to shareholders of $1.2 billion, or $12.68 per share, compared with a loss of $51.7 million, or 59 cents per share, a year earlier. The loss was driven mainly by a $1.1 billion non-cash impairment charge at Scripps Networks, while revenue fell 9.2% to $490 million. For shareholders, the quarter shows weaker results alongside an outlook that calls for Local Media revenue growth and a continued decline at Scripps Networks in the third quarter.
Q2 2026 revenue was $490 million, down $49.7 million or 9.2% from the prior-year quarter.
Net loss attributable to shareholders was $1.2 billion, or $12.68 per share, including a $1.1 billion goodwill and intangible impairment at Scripps Networks.
Local Media distribution revenue fell 17% to $161 million, with Comcast and DirecTV service blackouts having a $26.7 million negative impact.
For third quarter 2026, the company expects Local Media revenue up about 20% and Scripps Networks revenue down in the mid-teens percent range.
Douglas Elliman reported second-quarter 2026 revenue of $283.4 million, up from $271.4 million a year earlier, and cut its net loss to $2.7 million, or $0.03 per diluted share, from $22.7 million, or $0.27 per share. For the first six months, revenue fell to $497.8 million from $524.8 million, though the net loss narrowed to $19.0 million from $28.7 million; the company disposed of its property management business in October 2025, which affects the comparison.
Q2 2026 revenue was $283.4 million vs. $271.4 million in Q2 2025; excluding property management, Q2 2025 revenue was $260.9 million.
Q2 2026 operating loss was $3.4 million vs. $5.5 million a year earlier; adjusted EBITDA loss was $1.0 million vs. $3.6 million.
Six-month revenue was $497.8 million vs. $524.8 million, and the six-month adjusted EBITDA loss widened to $11.4 million from $4.5 million.
Cash was $105.2 million and the company had no long-term debt as of June 30, 2026.
Sylvamo reported a second-quarter 2026 net loss of $11 million, compared with net income of $15 million a year earlier, while net sales rose to $806 million from $794 million. Adjusted EBITDA fell to $60 million from $82 million, and free cash flow was negative $23 million, so shareholders face weaker profit in the quarter despite higher sales. Management said it expects a much better earnings performance in the second half of 2026.
Net loss of $11 million, or $0.28 per diluted share, versus net income of $15 million, or $0.37 per share, in Q2 2025
Net sales of $806 million, up from $794 million a year earlier and $755 million in Q1 2026
Adjusted EBITDA of $60 million versus $82 million in Q2 2025; free cash flow was negative $23 million
A $12 million valuation allowance on certain foreign deferred tax assets drove the effective tax rate to 1200%
Minerva Neurosciences reported second quarter 2026 results, showing GAAP net income of $17.5 million, driven by a $27.6 million non-cash gain on its warrant liability. Adjusted net loss widened to $7.8 million from $3.0 million a year earlier, and cash, equivalents and marketable securities fell to $75.4 million from $82.4 million at December 31, 2025, so shareholders face higher operating costs ahead of the confirmatory Phase 3 trial's topline data in the second half of 2027.
Q2 2026 GAAP net income was $17.5 million, or $0.36 per basic share, versus a net loss of $3.3 million a year earlier.
Six-month GAAP net loss was $107.9 million, or $2.38 per share, including an $81.8 million non-cash warrant liability loss.
R&D expense rose to $7.2 million in Q2 from $1.3 million, mainly due to the C19 trial; G&A rose to $3.5 million from $2.1 million.
Confirmatory Phase 3 C19 trial is designed to enroll 380 patients, with Phase A topline data expected in 2H 2027.
Treace Medical reported second-quarter 2026 revenue of $45.4 million, down 4% from $47.4 million a year earlier, and a net loss of $15.9 million, or $0.24 per share, versus $17.4 million, or $0.28 per share, in the same quarter of 2025. The company raised its full-year 2026 revenue guidance to $204 million to $212 million and narrowed its expected full-year Adjusted EBITDA loss to $3.0 million to $5.0 million.
Q2 2026 revenue was $45.4 million, down 4% from $47.4 million in Q2 2025; gross margin was 78.5% versus 79.7%.
Q2 2026 net loss was $15.9 million, or $0.24 per share, compared with $17.4 million, or $0.28 per share, a year earlier.
Full-year 2026 revenue guidance rose to $204 million to $212 million from $202 million to $212 million.
Full-year 2026 Adjusted EBITDA loss guidance was updated to $3.0 million to $5.0 million from $4.0 million to $6.0 million; cash usage reduction of about 50% was reiterated.
Embecta reported fiscal third-quarter 2026 revenue of $271.7 million, down 8.1% from $295.5 million a year earlier, and net income of $21.1 million, or $0.36 per diluted share, versus $0.78 a year earlier. The company reaffirmed its fiscal 2026 revenue guidance of $1,015 million to $1,035 million and raised its adjusted earnings per share guidance to $1.80 to $1.90 from $1.55 to $1.75.
Q3 revenue $271.7 million, down 8.1%; U.S. revenue down 24.6%, International up 11.5% (reported basis)
Q3 GAAP operating income $48.7 million vs. $94.0 million a year earlier; adjusted operating income $69.4 million vs. $109.1 million
Fiscal 2026 adjusted EPS guidance raised to $1.80-$1.90 from $1.55-$1.75; adjusted operating margin guidance raised to 23.50%-24.00%
Quarterly dividend of $0.01 per share declared, payable September 15, 2026 to holders of record on August 27, 2026
Wendy's reported second-quarter 2026 results with net income down 40.8% to $32.6 million and adjusted EBITDA down 15.4% to $124.1 million, while total revenues rose 1.7% to $570.6 million. The company withdrew its 2026 financial outlook and reduced its quarterly dividend to $0.07 per share, as new CEO Bob Wright begins a turnaround plan, which shareholders should weigh against the sharp decline in profit and sales.
Global systemwide sales fell 6.5% and U.S. same-restaurant sales fell 7.0% in the quarter ended June 28, 2026.
Reported diluted EPS was $0.17 versus $0.29 a year earlier; adjusted EPS was $0.18 versus $0.29.
The 2026 financial outlook was withdrawn; the dividend payable September 15, 2026 is $0.07 per share, an annualized rate of $0.28.
No shares were repurchased in Q2 2026; about $35.0 million remained under the authorization as of July 31, expiring February 2027.
Canopy Growth reported fiscal first-quarter 2027 results for the three months ended June 30, 2026, with consolidated net revenue up 13% to $81.2 million (in Canadian dollars) and net loss 68% lower than a year earlier. Adjusted EBITDA loss narrowed to $3.2 million, and management said it expects further improvement in the second half of fiscal 2027 as the MTL Cannabis integration is completed, though free cash outflow rose sharply.
Consolidated net revenue of $81.2 million, up 13% from the prior-year quarter; Canada medical cannabis revenue up 22%, Storz & Bickel up 6%
Adjusted gross margin rose to 31% from 25%; consolidated gross margin was 27% versus 25%
Adjusted EBITDA loss of $3.2 million, an improvement of $4.7 million or 59% year over year
Free cash outflow increased to $25.7 million from $11.6 million, mainly due to timing of working capital items
Mobility Global reported second quarter 2026 results, its first as an independent public company after its July 1, 2026 spin-off. Revenue rose 7% while net income and diluted EPS fell 18%, and the company gave full-year 2026 revenue and adjusted EBITDA guidance and declared its first quarterly dividend of $0.06 per share.
Q2 total revenue was $468 million, up 7% from $439 million; CARFAX revenue rose 8% to $312 million and B2B rose 4% to $156 million
Q2 net income was $53 million, down 18% from $65 million; diluted EPS was $0.18 versus $0.22
Q2 adjusted EBITDA was $202 million, up 7%, with a 43% margin
Full-year 2026 guidance: revenue of $1,870 million to $1,885 million and adjusted EBITDA of $745 million to $760 million; dividend payable September 10, 2026 to holders of record on August 27, 2026
Rapid Micro Biosystems reported second quarter 2026 total revenue of $8.1 million, up 10.9% from $7.3 million a year earlier, and a gross margin of 15.0%, compared with 3.8% in the prior-year quarter. The net loss widened to $12.9 million from $11.9 million, while loss per share was unchanged at $0.27, and the company reaffirmed its full-year 2026 revenue guidance of $37.0 million to $41.0 million.
Q2 2026 total revenue $8.1 million, up 10.9% from $7.3 million in Q2 2025
Net loss $12.9 million versus $11.9 million a year earlier; net loss per share $0.27 in both periods
Gross margin 15.0% versus 3.8% in Q2 2025; total operating expenses rose 8.9% to $13.5 million
Full-year 2026 revenue guidance of $37.0 million to $41.0 million reaffirmed; validation guidance raised to at least 27 from 25
Vistra reported second quarter 2026 results on August 7, 2026. Ongoing Operations Adjusted EBITDA rose to $1,767 million from $1,349 million a year earlier, while GAAP net income fell to $305 million from $327 million and operating revenues fell to $4,017 million from $4,250 million. The company reaffirmed its 2026 Ongoing Operations Adjusted EBITDA guidance of $6.8 billion to $7.6 billion.
Q2 2026 operating revenues were $4,017 million, down from $4,250 million in Q2 2025.
Net income was $305 million, including an unrealized hedge loss of $472 million on positions expected to settle in future years.
2026 Ongoing Operations Adjusted EBITDA guidance of $6.8 billion to $7.6 billion was reaffirmed.
Vistra announced Helix Digital Infrastructure with KKR, KIA, and NVIDIA, with an initial Vistra commitment of up to $1.0 billion.
ANI Pharmaceuticals reported second-quarter 2026 total net revenues of $266.0 million, up 25.9% from a year earlier, and GAAP net income available to common shareholders of $24.7 million, or $1.05 per diluted share, versus $0.36 in the prior-year quarter. The company reaffirmed its full-year total net revenue guidance of $1,080 million to $1,140 million and adjusted non-GAAP EBITDA guidance of $285 million to $300 million, but lowered its Cortrophin Gel net revenue guidance to $520 million to $540 million from $540 million to $575 million, which matters because Cortrophin Gel is the company's largest product.
Total net revenues were $266.0 million in Q2 2026, up from $211.4 million in Q2 2025.
Diluted GAAP EPS was $1.05 versus $0.36; adjusted non-GAAP diluted EPS was $2.21 versus $1.80.
Cortrophin Gel 2026 net revenue guidance was revised to $520 million to $540 million from $540 million to $575 million; total net revenue guidance of $1,080 million to $1,140 million was reaffirmed.
The board authorized a share repurchase program of up to $100.0 million in common stock through May 2029, effective May 8, 2026.
Essent Group reported second-quarter 2026 net income of $189.7 million, or $2.08 per diluted share, compared with $195.3 million, or $1.93 per diluted share, a year earlier. Total revenues rose to $362.7 million from $319.1 million, so revenue and net income moved in opposite directions. The board also declared a $0.35 quarterly dividend, payable September 10, 2026.
Net income was $189.7 million for the quarter ended June 30, 2026, versus $195.3 million a year earlier
Diluted EPS was $2.08, versus $1.93; diluted weighted average shares were 91.4 million, versus 101.1 million
Total revenues were $362.7 million, versus $319.1 million in the second quarter of 2025
Quarterly dividend of $0.35 per share; record date August 31, 2026; payable September 10, 2026; 5.8 million shares repurchased for $348 million through July 31, 2026
Nathan's Famous reported first-quarter fiscal 2027 revenue of $54.1 million, up from $47.0 million a year earlier, but net income fell to $8.8 million from $8.9 million and diluted EPS fell to $2.14 from $2.16. The company is being acquired by Smithfield Foods for $102.00 per share in cash, and the company expects the deal to close in the second half of 2026.
Revenue was $54,062,000 versus $46,998,000 in the prior-year quarter.
Net income was $8,829,000 versus $8,928,000; diluted EPS was $2.14 versus $2.16.
Branded Product Program income from operations fell to $1,330,000 from $2,276,000, due primarily to a 22% increase in the cost of beef and beef trimmings.
Smithfield Foods merger agreement, signed January 20, 2026, provides for $102.00 per share in cash.
Spectrum Brands reported fiscal third-quarter 2026 net sales of $753.3 million, up 7.7%, but swung to a net loss from continuing operations of $20.3 million, compared with net income of $20.5 million a year earlier. The results include a one-time $60.6 million benefit from IEEPA tariff refunds and a one-time non-cash impairment charge on its Home and Personal Care business. The company raised its fiscal 2026 adjusted EBITDA expectation, excluding tariff refunds, to mid single digit growth, while net sales guidance was unchanged.
Net sales rose 7.7% to $753.3 million; Home & Garden sales rose 19.0% to $225.2 million
Net loss from continuing operations was $20.3 million, or $1.11 per diluted share, versus net income of $20.5 million, or $0.83 per diluted share, a year earlier
Adjusted EBITDA was $158.3 million, up 106.7%; excluding $60.6 million of tariff refunds, it was $97.7 million, up 27.5%
Fiscal 2026 adjusted EBITDA expectation, excluding tariff refunds, raised to mid single digit growth; net sales still expected flat to up low single digits
DraftKings reported second quarter 2026 revenue of $1,443 million, down 5% from a year earlier, and a net loss of $67.6 million, compared with net income of $157.9 million in the same quarter of 2025. The company said the revenue decline reflected customer-friendly sport outcomes and higher promotional spending, and it kept its full-year 2026 revenue and Adjusted EBITDA guidance unchanged.
Revenue was $1,443 million, down $69 million or 5% from $1,513 million in Q2 2025.
Net loss was $67.6 million, or $0.14 per diluted share, versus net income of $157.9 million, or $0.30 per diluted share, a year earlier.
Adjusted EBITDA was $114.6 million, compared with $300.6 million in Q2 2025.
Fiscal 2026 guidance was maintained: revenue of $6.5 billion to $6.9 billion and Adjusted EBITDA of $700 million to $900 million.
Interface reported second-quarter 2026 net sales of $395.7 million, up 5.4% year over year, and GAAP diluted earnings per share of $0.88 versus $0.55 a year earlier. The company raised its full-year 2026 net sales guidance to $1.455 billion to $1.485 billion, from $1.450 billion to $1.480 billion, and said the quarter included $15.6 million of IEEPA tariff refunds that boosted margins.
Q2 2026 net sales were $395.7 million, up 5.4%, and up 3.8% on a currency-neutral basis
GAAP diluted EPS was $0.88 versus $0.55; adjusted diluted EPS was $0.88 versus $0.60
Adjusted gross profit margin benefited by 393 basis points from $15.6 million of IEEPA tariff refunds
Full-year 2026 net sales guidance raised to $1.455 billion to $1.485 billion from $1.450 billion to $1.480 billion
AdvanSix reported second-quarter 2026 sales of $421 million, up 3% from a year earlier, while net income fell to $3.2 million from $31.4 million and diluted EPS fell to $0.12 from $1.15. Adjusted EBITDA dropped 43% to $31.9 million, and the company cited lower sales volume in Plant Nutrients. The board also declared a $0.16 per share quarterly dividend, payable September 1, 2026.
Sales of $421.3 million rose 3% year over year, driven by 18% favorable pricing, partly offset by a 15% decline in volume.
Net income was $3.2 million versus $31.4 million; adjusted diluted EPS was $0.19 versus $1.24.
Adjusted EBITDA was $31.9 million, down 43%, and free cash flow was negative $10.7 million.
Quarterly dividend of $0.16 per share is payable September 1, 2026 to holders of record on August 18, 2026.
Trulieve reported second quarter 2026 revenue of $271 million, down 10% from $302 million a year earlier, and a GAAP net loss attributable to common shareholders of $406 million, or $2.10 per share. The loss was driven mainly by a $403.3 million loss on the deconsolidation of Harvest, completed June 3, 2026, while adjusted net income of $20 million ($0.11 per share) compared with an adjusted net loss of $8 million a year earlier.
Revenue of $271 million, down 10% from $302 million in Q2 2025 and down 6% from $287 million in Q1 2026
Net loss attributable to common shareholders of $406 million ($2.10 per share), including a $403.3 million loss on the Harvest deconsolidation
Adjusted net income of $20 million ($0.11 per share) versus an adjusted net loss of $8 million in Q2 2025; adjusted EBITDA of $98 million, down 11% from $111 million
Cash and cash equivalents of $325.4 million at June 30, 2026
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