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).
Diodes reported second quarter 2026 revenue of $445.5 million, up 22% from 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 third quarter revenue to about $510 million plus or minus 3%, and said it has proposed acquiring ElevATE Semiconductor, a maker of automated test equipment chips.
Q2 2026 revenue was $445.5 million, up 22% from $366.2 million a year earlier and up 10% from $405.5 million in Q1 2026.
GAAP net income was $46.6 million, or $1.00 per diluted share, versus $46.1 million, or $0.99, a year earlier; non-GAAP adjusted EPS was $0.70 versus $0.32.
Q3 2026 guidance: revenue of about $510 million plus or minus 3%, GAAP gross margin of 35% plus or minus 1%, and non-GAAP adjusted EPS of $1.05 plus or minus $0.10.
Management expects the proposed ElevATE Semiconductor acquisition to add about $50 million of revenue in the first 12 months after closing.
Inuvo reported second-quarter 2026 net revenue of $7.5 million, down 67% from a year earlier, as Legacy Search revenue fell 80% and Audience Modeling revenue rose 19%. The net loss widened to $4.0 million, or $0.27 per share, from $1.5 million, or $0.10 per share, and the company said CFO Wallace D. Ruiz will retire effective August 17, 2026, with Derric Ciccone succeeding him. For shareholders, the revenue base is much smaller, losses are larger, and the finance leadership is changing.
Net revenue was $7.5 million in Q2 2026, down 67%; Legacy Search revenue fell 80% and Audience Modeling revenue rose 19%.
Net loss was $4.0 million, or $0.27 per share, versus a net loss of $1.5 million, or $0.10 per share, in Q2 2025.
Wallace D. Ruiz retires as CFO and Secretary effective August 17, 2026; Derric Ciccone is appointed President, CFO and Secretary effective the same day.
The company completed financing of about $13 million in gross proceeds; cash and cash equivalents were $886 thousand at June 30, 2026, plus $6.2 million in restricted cash.
Red Violet reported second quarter 2026 results on August 10, 2026, with revenue up 23% to $26.7 million, net income up 85% to $5.0 million, and diluted EPS of $0.34 versus $0.18 a year earlier. The company also disclosed a August 2026 public offering of 1,916,667 shares with net proceeds of about $109.0 million, which lifts cash well above the $50.0 million reported at June 30, 2026.
Revenue rose 23% to $26.7 million; gross margin rose to 76% from 72%.
Net income rose 85% to $5.0 million; diluted EPS was $0.34 versus $0.18 a year earlier.
Adjusted EBITDA rose 48% to $11.2 million; net cash from operations rose 42% to $10.6 million.
August 2026 offering of 1,916,667 shares provided net proceeds of about $109.0 million for working capital and potential acquisitions.
Jack Henry & Associates reported deconversion revenue of $9.3 million for the fiscal fourth quarter ended June 30, 2026, and $42.8 million for the full fiscal year 2026. The release covers only this revenue category, not total revenue or profit, and the filing gives no prior-period comparison. The company says it excludes deconversion revenue from its non-GAAP revenue because it is driven mainly by client acquisitions outside its control.
Fiscal Q4 2026 (ended June 30, 2026) deconversion revenue: $9.3 million
Fiscal year 2026 deconversion revenue total: $42.8 million
Deconversion revenue is mostly generated when a client is acquired by another financial institution, ending its contract with Jack Henry
Company excludes deconversion revenue from non-GAAP revenue in its quarterly and annual earnings releases
Eloxx Pharmaceuticals reported a second-quarter 2026 net loss of $4.5 million, up from $1.9 million a year earlier, as research and development and general and administrative costs rose. The company completed a $66.0 million underwritten public offering in June 2026 and moved its listing to the Nasdaq Capital Market, and it says its cash will fund operations into mid-2028, which strengthens the balance sheet but adds new shares outstanding for existing holders.
Net loss for the quarter ended June 30, 2026 was $4.5 million, compared with $1.9 million for the same quarter of 2025.
The June 2026 underwritten offering had gross proceeds of $66.0 million and net proceeds of about $58.3 million.
Cash and cash equivalents were $62.0 million at June 30, 2026, which the company expects to fund operations into mid-2028.
Pixelworks reported second-quarter 2026 revenue of about $64,000, down from $159,000 a year earlier, while its net loss attributable to the company narrowed to $2.8 million from $6.7 million. Management expects third-quarter revenue to rise sequentially, but the company has not given formal guidance and says revenue will remain uneven until it scales.
Q2 2026 revenue was $64,000 versus $159,000 in Q2 2025; six-month revenue was $510,000.
Q2 2026 net loss attributable to Pixelworks was $2.8 million, compared with $6.7 million a year earlier. Six-month net income of $77.8 million reflects discontinued operations, including the sale of Pixelworks Shanghai, which closed January
Cash and cash equivalents were about $53 million at June 30, 2026, after $3.2 million of share repurchases in the quarter.
Management expects revenue to increase sequentially in Q3 2026 and plans cash operating expenses below $2.5 million per quarter for the rest of 2026.
The Eastern Company reported second quarter 2026 net sales of $61.8 million, down 12% from $70.2 million a year earlier, and adjusted EBITDA of $3.4 million, down about 49% from $6.7 million. GAAP diluted earnings per share rose to $0.94 from $0.33, but that figure includes a one-time, non-cash bargain purchase gain of $6.5 million tied to its June 1, 2026 acquisition of Sungear and Crown Precision. The filing gives no updated financial guidance.
Net sales fell 12% to $61.8 million, with lower truck mirror, returnable packaging and latch and handle shipments partly offset by $1.7 million of aerospace sales from the acquisition
Adjusted net income from continuing operations was $0.9 million, or $0.15 per diluted share, versus $0.57 a year earlier
GAAP net income from continuing operations was $5.6 million, or $0.94 per diluted share, including the $6.5 million bargain purchase gain
Backlog rose 45% year over year to $126.2 million; total debt increased $8.8 million to $41.7 million
Stabilis Solutions reported second-quarter 2026 revenue of $11.9 million, down 31.2% from a year earlier, and a net loss of $4.6 million, or $0.25 per diluted share, compared with a $0.6 million loss a year earlier. The loss reflects lower revenue and a $2.9 million vessel charter expense tied to a charter terminated late in the quarter. Management expects second-half 2026 revenue to rise more than 50% from the first half and 2027 revenue to exceed $100 million, but those are company expectations, not results.
Q2 2026 revenue was $11.9 million, down 31.2% year over year, mainly due to large marine and power generation contracts completed in Q4 2025
Net loss was $4.6 million ($0.25 per diluted share) versus $0.6 million ($0.03 per share) in Q2 2025; a $2.9 million vessel charter expense was a factor
Adjusted EBITDA was $0.1 million, compared with $1.5 million a year earlier; operating cash flow was $7.1 million, including $5.0 million of customer advance payments
Management expects second-half 2026 revenue to increase by over 50% versus the first half and a new data center LNG contract to begin service in Q3 2026
Maze Therapeutics reported second-quarter 2026 results with a net loss of $44.7 million, or $0.76 per share, up from $33.7 million, or $0.77 per share, a year earlier. The company recognized $20.0 million in license revenue for the first half of 2026, tied to a first-quarter milestone under its Shionogi license, and ended June 30 with $494.9 million in cash, cash equivalents and marketable securities, which it expects will fund operations into 2029.
Q2 2026 net loss was $44.7 million ($0.76 per share), compared with $33.7 million ($0.77 per share) in Q2 2025; no license revenue was recognized in either quarter.
Six-month 2026 net loss was $68.9 million ($1.22 per share), compared with $66.5 million ($1.83 per share) in 2025, including $20.0 million of license revenue from a Shionogi milestone.
Q2 R&D expenses rose to $34.9 million from $28.1 million, and G&A expenses rose to $13.1 million from $8.4 million.
Cash position was $494.9 million at June 30, 2026, up from $360.0 million at December 31, 2025, following an April 2026 offering with gross proceeds of about $150 million.
Stran & Company reported second-quarter 2026 sales of $33.4 million, up 2.4% from a year earlier, but net income fell to $0.3 million from $0.6 million. For the first half, sales rose 5.4% to $64.6 million and net income rose to $1.1 million from $0.3 million. The filing gives no guidance, and the results are unaudited.
Q2 2026 sales $33.4 million, up 2.4%; gross profit $10.0 million, up 1.6%
Q2 net income $0.3 million vs. $0.6 million in Q2 2025; EBITDA $0.6 million vs. $0.9 million
Six months ended June 30, 2026: net income $1.1 million vs. $0.3 million; EBITDA $1.6 million vs. $0.7 million
Cash, cash equivalents and investments $12.6 million as of June 30, 2026; conference call on August 12, 2026 at 10:00 a.m. Eastern Time
Hour Loop reported second-quarter 2026 results, with net revenue up 25% year over year to $33.9 million while net income fell slightly to $1.1 million. Gross margin narrowed to 52.9% from 57.2%, and cash used in operating activities rose to $3.6 million from $0.9 million. The company reaffirmed its full-year 2026 net revenue and net income guidance, which matters to shareholders because it signals no change to the outlook despite weaker margins and cash flow.
Net revenues were $33.9 million, up from $27.1 million a year earlier; the company attributed the increase mainly to expanded inventory availability.
Net income was $1.1 million, or $0.03 per diluted share, compared with $1.2 million, or $0.04 per diluted share, in the prior-year quarter.
Gross margin fell to 52.9% from 57.2%, and cash used in operating activities was $3.6 million versus $0.9 million a year earlier.
Full-year 2026 guidance was reaffirmed: net revenue of $143.0 million to $163.0 million and net income of $0.75 million to $1.5 million.
RideNow Group reported second-quarter 2026 results for the period ended June 30, 2026. Total revenue fell 1.0% to $296.8 million, while net income improved to $6.5 million from a net loss of $32.2 million a year earlier, which included a $34.0 million franchise rights impairment charge. The board also adopted Third Amended and Restated Bylaws, effective August 5, 2026, covering virtual stockholder meetings, universal proxy rules, and forum selection.
Total revenue decreased 1.0% to $296.8 million from $299.9 million, which the company attributes to store consolidation and the end of its transportation services in December 2025.
Gross profit rose 1.1% to $84.8 million, and same store powersports revenue was up 3.0%.
Net income was $6.5 million, compared with a net loss of $32.2 million in the second quarter of 2025. Adjusted EBITDA rose 19.2% to $20.5 million.
Bylaws effective August 5, 2026 authorize virtual meetings and electronic notice, add Rule 14a-19 universal proxy requirements, and designate Nevada and federal courts as exclusive forums.
Lumentum reported fourth-quarter fiscal 2026 net revenue of $1.01 billion, up from $480.7 million a year earlier, but a $7.8 billion non-cash loss on debt extinguishment from equitizing convertible notes drove a GAAP net loss of $7.2 billion, or $84.65 per diluted share. The company guided first-quarter fiscal 2027 net revenue to $1.225 billion to $1.275 billion, with non-GAAP diluted EPS of $4.05 to $4.35.
Q4 fiscal 2026 net revenue was $1.01 billion, up 109.3% year over year and 24.5% from the third quarter's $808.4 million.
Q4 GAAP net loss was $7.2 billion ($84.65 per diluted share), driven by a one-time, non-cash loss on debt extinguishment of $7.8 billion.
Q4 non-GAAP net income was $326.3 million, or $3.23 per diluted share, versus $0.88 a year earlier.
Q1 fiscal 2027 guidance: net revenue of $1.225 billion to $1.275 billion and non-GAAP operating margin of 39.5% to 40.5%.
Tandy Leather Factory reported second quarter 2026 results, with revenue of $18.0 million, up 1.5% from 2025, and net income of $0.4 million compared with a net loss of $0.2 million a year earlier. Gross margin rose to 64.8% from 59.5%, but cash fell to $6.4 million at June 30, 2026, from $16.1 million at December 31, 2025, after $6.0 million in dividends and other spending.
Revenue was $18.0 million, up from $17.8 million in the second quarter of 2025.
Operating income was $0.5 million, up 722.9% from 2025; net income was $0.4 million versus a net loss of $0.2 million.
Gross margin was 64.8%, up from 59.5%; net income per share was $0.05 versus a $0.02 loss per share.
Cash and cash equivalents were $6.4 million at June 30, 2026, down from $16.1 million at December 31, 2025, including $6.0 million in dividends paid in Q1 2026.
Seer reported second-quarter 2026 revenue of $3.1 million, down 23% from $4.1 million a year earlier, which the company attributed to academic and government funding pressure and longer sales cycles. The net loss narrowed to $16.9 million from $19.4 million as operating expenses fell 19%, and Seer reaffirmed its full-year 2026 revenue guidance of $16 million to $18 million. Shareholders get lower sales offset partly by lower costs, with cash, cash equivalents and investments of $209.5 million at June 30, 2026.
Q2 2026 revenue was $3.1 million, down 23% from $4.1 million in Q2 2025
Operating expenses were $18.3 million, down 19% from $22.6 million
Net loss per share was $0.31, compared with $0.33 a year earlier
Full-year 2026 revenue guidance of $16 million to $18 million was reaffirmed
ERock reported second-quarter 2026 total revenues of $39.9 million, down 41.7% from $68.5 million a year earlier, and a net loss of $67.7 million versus $8.0 million in the prior-year quarter. The company also initiated full-year 2026 guidance of $435 million to $465 million in revenue and $3 million to $9 million in Adjusted EBITDA, and said contracted backlog rose to about $1.7 billion, which it expects to convert into higher second-half deliveries.
Q2 2026 total revenues were $39.9 million, versus $68.5 million in Q2 2025; Adjusted EBITDA was negative $14.0 million, versus positive $3.6 million a year earlier
Net loss was $67.7 million in Q2 2026, including a $48.8 million loss on debt extinguishment
Full-year 2026 guidance: revenue of $435 million to $465 million and Adjusted EBITDA of $3 million to $9 million
Contracted Power System Sales Backlog was about $1.7 billion at June 30, 2026, up from about $0.2 billion a year earlier; cash was $626.6 million with no outstanding debt
Kentucky First Federal Bancorp reported unaudited results for the quarter and twelve months ended June 30, 2026, with net income of $680,000, or $0.08 diluted earnings per share, for the quarter, up from $176,000, or $0.02, a year earlier. Higher net interest income drove the gain, while a larger provision for loan losses partly offset it, and the company's book value per share rose to $6.22 from $5.98.
Quarterly net income was $680,000 ($0.08 diluted EPS) versus $176,000 ($0.02) for the same quarter in 2025.
Net interest income rose $780,000, or 33.9%, to $3.1 million, as the average rate earned on interest-earning assets increased 62 basis points to 5.90%.
Twelve-month net income was $1.9 million ($0.24 diluted EPS) versus $181,000 ($0.02) a year earlier.
Provision for losses on loans increased $183,000 in the quarter, and total deposits fell $16.7 million, or 6.0%, to $260.8 million at June 30, 2026.
American Integrity Insurance Group reported second quarter 2026 net income of $34.1 million, or $1.74 per diluted share, up from $27.5 million, or $1.62 per diluted share, a year earlier. The company said income before taxes of $46.4 million was a new quarterly record, and its combined ratio improved to 63.4% from 72.9%, which supports higher profitability for shareholders.
Net income of $34.1 million, or $1.74 per diluted share, versus $27.5 million, or $1.62, in Q2 2025
Income before taxes of $46.4 million, which the company describes as a new quarterly record
Net premiums earned rose 58.2% to $104.7 million; combined ratio improved to 63.4% from 72.9%
Voluntary new business policies reached a record 43K in the quarter, up 54% from Q2 2025; policies in-force were 461,714 as of June 30, 2026
QuickLogic reported fiscal second-quarter 2026 revenue of $5.5 million, up 48.7% from a year earlier, and a GAAP net loss of $0.9 million, or $0.05 per share, versus a $2.7 million loss a year earlier. The results include a $950,000 gain on extinguishment of a vendor payable. CEO Brian Faith narrowed the full-year growth outlook to 70% to 80% and said the company is modeling non-GAAP profitability and positive cash flow for the second half of 2026.
Revenue was $5.5 million, up 48.7% from Q2 2025 and up 8.5% from Q1 2026; new product revenue was about $4.7 million.
GAAP net loss was $0.9 million ($0.05 per share), compared with a $2.7 million loss ($0.17 per share) in Q2 2025; it includes a $950,000 gain on extinguishment of a vendor payable.
Non-GAAP net loss was $1.1 million ($0.06 per share), compared with $1.5 million ($0.09 per share) in Q2 2025.
Full-year growth outlook narrowed to 70% to 80%; management expects non-GAAP profitability and positive cash flow in the second half of 2026.
Owlet reported second-quarter 2026 revenue of $33.9 million, up 29.9% from a year earlier, and a net loss of $0.6 million, compared with $37.4 million in the second quarter of 2025. Results include a one-time $3.75 million tariff refund benefit to Adjusted EBITDA, and the company raised its 2026 gross margin and Adjusted EBITDA outlook while leaving its revenue outlook unchanged. The company also said it will revise prior-period financial statements to correct stock-based compensation errors.
Q2 2026 revenue was $33.9 million, up from $26.1 million in Q2 2025; subscription revenue was $3.2 million, up $2.4 million.
Q2 2026 net loss was $0.6 million, versus $37.4 million a year earlier; excluding the $3.75 million tariff refund impact, the net loss was $4.4 million.
2026 Adjusted EBITDA outlook raised to $10.75 to $12.75 million from $7 to $9 million; the company said the increase reflects only the one-time $3.75 million refund.
Prior-period financial statements, including the quarter ended March 31, 2026, will be revised for stock-based compensation errors in the Form 10-Q expected by August 14, 2026.
374Water released preliminary second-quarter 2026 revenue of more than $2.2 million, compared with $0.6 million a year earlier, and said first-half revenue was about $2.8 million versus $1.1 million. The company said about $2.0 million of the quarter's revenue came after the Orange County Sanitation District Factory Acceptance Test, and it named Charles Weiser as Chief Financial Officer. Full second-quarter results are due August 14, 2026.
Preliminary Q2 2026 revenue exceeded $2.2 million, versus $0.6 million in Q2 2025, with about $2.0 million tied to the OC San Factory Acceptance Test.
Preliminary first-half 2026 revenue was about $2.8 million, versus $1.1 million in the first half of 2025.
Charles Weiser, CPA, was appointed Chief Financial Officer, succeeding interim CFO Adrienne Anderson.
The company will release complete second-quarter financial results on August 14, 2026.
TransAct reported preliminary second-quarter 2026 net sales of $13.9 million, up 1% from a year earlier, and a net loss of $50 thousand, narrower than the $143 thousand loss in the prior-year quarter. The company raised its 2026 adjusted EBITDA guidance to $1.5 million to $2.0 million and kept its net sales outlook at $55 million to $57 million, while its board began a formal strategic review of the Casino and Gaming business with BofA Securities as financial advisor and no set timetable. The filing also discloses a severance agreement with CFO Troy W. Ingianni.
Net sales were $13.9 million versus $13.8 million a year earlier; Casino and Gaming sales fell 4% to $7.3 million, including a $1.0 million reduction from tariff surcharge refunds.
Net loss was $50 thousand, or $0.00 per diluted share, versus a $143 thousand loss, or $(0.01) per share, in Q2 2025; adjusted EBITDA was $514 thousand versus $478 thousand.
2026 guidance: net sales of $55 million to $57 million (reiterated); adjusted EBITDA of $1.5 million to $2.0 million (raised).
The board launched a formal strategic review of Casino and Gaming with BofA Securities, with no timetable or assurance of a transaction; a CFO severance agreement dated August 10, 2026 was also filed.
CAVA Group reported fiscal second quarter 2026 results for the quarter ended July 12, 2026, with CAVA Revenue up 31.3% to $365.4 million and net income up 25.3% to $23.0 million. The company reaffirmed its full-year 2026 guidance, and restaurant-level profit margin fell 60 basis points to 25.7%.
CAVA Revenue of $365.4 million vs. $278.2 million a year earlier; Same Restaurant Sales rose 9.0%, including guest traffic growth of 5.3%
Net income of $23.0 million vs. $18.4 million; diluted EPS of $0.19 vs. $0.16 in the prior-year quarter
Adjusted EBITDA of $54.7 million, up 30.0%; CAVA Restaurant-Level Profit Margin was 25.7%, down from 26.3%
Full-year 2026 guidance reaffirmed, including Adjusted EBITDA of $181.0 million to $191.0 million
Silicon Labs reported second-quarter 2026 revenue of $228 million, up 18% from a year earlier, and its GAAP net loss narrowed to $10.6 million from $21.8 million. Non-GAAP diluted earnings per share were $0.71, and the company suspended forward-looking guidance because of its pending acquisition by Texas Instruments.
Revenue was $228 million, up 18% year-over-year; Industrial & Commercial revenue was $135 million and Home & Life revenue was $93 million.
GAAP diluted loss per share was $(0.32), compared with $(0.67) a year earlier; GAAP operating loss was $11 million.
Non-GAAP diluted earnings per share were $0.71, up 545% year-over-year; GAAP gross margin was 61.6%.
Silicon Labs has suspended forward-looking guidance due to the announced pending acquisition by Texas Instruments.
Mobia Medical reported second-quarter 2026 revenue of $13.5 million, up 102% from a year earlier, and gave full-year 2026 revenue guidance of $54.0 million to $56.0 million. Operating expenses rose 83% to $29.2 million, and the net loss widened to $21.0 million from $10.5 million, so revenue growth came with a larger loss for shareholders.
Q2 2026 revenue $13.5 million vs. $6.7 million in Q2 2025; gross margin 83.2% vs. 82.3%
Net loss $21.0 million vs. $10.5 million a year earlier; loss per share $1.10 vs. $12.44, reflecting more weighted-average shares after the IPO
Full-year 2026 revenue outlook $54.0 million to $56.0 million, growth of 69% to 75%
Cash and cash equivalents $177.1 million at June 30, 2026, including about $134.0 million net IPO proceeds
Cardiff Oncology reported a second-quarter 2026 net loss of $9.2 million, or $0.14 per share, down from $13.9 million, or $0.21 per share, a year earlier, as research and development spending fell. Royalty revenue slipped to $104,000 from $121,000, and cash, cash equivalents and short-term investments were $34.5 million at June 30, 2026, before a $10 million registered direct offering completed after quarter end. The company says its cash resources fund operations into the third quarter of 2027, and it plans to start a Phase 3 trial in the first quarter of 2027 subject to securing additional financing.
Q2 2026 net loss was $9.2 million ($0.14 per share) versus $13.9 million ($0.21 per share) in Q2 2025.
Royalty revenue was $104,000 versus $121,000; total operating expenses were $9.7 million versus $14.9 million.
Cash, cash equivalents and short-term investments were $34.5 million at June 30, 2026, excluding the $10 million offering completed after quarter end.
Cash resources are expected to fund operations into the third quarter of 2027; Phase 3 start planned for Q1 2027, subject to additional financing.
Quantinuum reported second-quarter 2026 revenue of $8 million, up 279% from $2 million a year earlier, while its GAAP net loss rose to $597 million from $57 million. The company also set its first formal public-company guidance, expecting 2026 revenue of $28 million to $32 million, and announced a multi-year partnership with Oracle to offer its Helios quantum computer on Oracle Cloud Infrastructure.
Q2 2026 GAAP net loss was $597 million, or $1.93 per Class A share, compared with a net loss of $57 million a year earlier.
Adjusted EBITDA loss was $68 million, compared with $43 million in the prior-year quarter.
2026 revenue guidance is $28 million to $32 million, the company's first formal guidance as a public company.
Cash and short-term investments were $2.1 billion as of June 30, 2026, after an IPO that raised $1.7 billion in gross proceeds.
Codexis reported second-quarter 2026 revenue of $14.9 million, down from $15.3 million a year earlier, while its net loss narrowed to $12.0 million, or $0.13 per share, from $13.3 million, or $0.16 per share. The company reiterated its full-year 2026 revenue guidance of $72 million to $76 million and said a July equity raise brought in about $25 million in net proceeds, for proforma cash of about $80 million.
Q2 2026 total revenues were $14.9 million, versus $15.3 million in Q2 2025, mainly due to lower research and development revenue.
Net loss was $12.0 million, or $0.13 per share, compared with $13.3 million, or $0.16 per share, a year earlier.
Full-year 2026 total revenue guidance of $72 million to $76 million was reiterated, not changed.
An equity financing completed in July raised about $25 million in net proceeds; proforma cash is about $80 million.
Pliant Therapeutics reported a second quarter 2026 net loss of $22.4 million, down from $43.3 million a year earlier, as operating expenses fell after the 2025 end of bexotegrast development in IPF and lower headcount. The company ended the quarter with $159.6 million in cash, cash equivalents and short-term investments and said that amount should fund operations into the second half of 2028. The filing did not include revenue or guidance figures.
Net loss was $22.4 million, or $0.36 per share, versus $43.3 million, or $0.71 per share, in the second quarter of 2025.
Research and development expenses were $16.7 million, down from $32.2 million; general and administrative expenses were $7.1 million, down from $13.4 million.
Cash, cash equivalents and short-term investments totaled $159.6 million as of June 30, 2026, which the company expects to fund operations into the second half of 2028.
Flavia Borellini, Ph.D. and Robert Iannone, M.D., M.S.C.E. were appointed to the board; interim data from the FORTIFY trial is expected in 2027.
CoreWeave reported second-quarter 2026 revenue of $2,575 million, up from $1,212 million a year earlier, and a $626 million net loss, up from $290 million. Operating income swung to a $49 million loss from a $19 million profit, and the company ended the quarter with approximately $104 billion in revenue backlog. The filing contains no new guidance; management said it would provide forward-looking guidance on the earnings call.
Q2 2026 revenue was $2,575 million versus $1,212 million in Q2 2025.
Net loss was $626 million, or $1.14 per share, compared with $290 million, or $0.60 per share, a year earlier.
Operating loss was $49 million, compared with operating income of $19 million in Q2 2025.
Revenue backlog was approximately $104 billion as of June 30, 2026, excluding more than $25 billion of net new commitments added in early Q3.
Intelligent Protection Management Corp. reported second-quarter 2026 revenue of $6.5 million, up 13% from a year earlier, driven by a 64% rise in procurement revenue tied to AI-related equipment sales. Net loss widened to $1.4 million from $1.1 million, and the company said supply chain constraints delayed recognition of some booked orders. Higher sales came with larger losses, and the company reported $7.5 million in cash and no long-term debt at June 30, 2026.
Q2 2026 total revenue was $6.5 million, up 12.9% from $5.7 million in Q2 2025.
Q2 2026 net loss was $1.4 million, compared with $1.1 million a year earlier.
Six-month revenue was $12.8 million, up 14.0%, while six-month net loss was $2.0 million versus $0.2 million.
Procurement revenue rose 64.0% to $2.0 million; cash and cash equivalents totaled $7.5 million at June 30, 2026.
SES AI reported second-quarter 2026 revenue of $5.1 million, up from $3.5 million a year earlier but down from $6.7 million in the first quarter, and reaffirmed its 2026 revenue guidance of $30 million to $35 million. GAAP net loss was $17.9 million, or $0.05 per share, narrower than a year earlier but wider than the $12.1 million loss in the first quarter, and the company reported about $163 million in cash, cash equivalents and short-term investments. The board also appointed Paul Diemer as a Class II director effective August 6, 2026.
Q2 2026 revenue was $5.1 million, versus $3.5 million in Q2 2025 and $6.7 million in Q1 2026
GAAP gross margin was 22.6%, up from 18.1% in Q1 2026
GAAP net loss was $17.9 million ($0.05 per share), versus $22.7 million ($0.07 per share) in Q2 2025 and $12.1 million in Q1 2026
Board appointed Paul Diemer as a Class II director effective August 6, 2026, with a term expiring at the 2027 annual meeting
H&R Block reported fiscal 2026 results for the year ended June 30, 2026, with revenue of $3.95 billion, up 4.9%, and GAAP earnings per share from continuing operations of $5.69, up 28.7%. The GAAP figure includes a one-time $0.65 per share tax benefit tied to an IRS examination resolution, while adjusted earnings per share rose 13.9% to $5.31. The board raised the quarterly dividend 10% to $0.46 per share and set fiscal 2027 adjusted diluted EPS guidance of $6.04 to $6.24.
Revenue of $3.95 billion rose $184.4 million, or 4.9%; operating expenses of $3.0 billion rose 3.6%.
Net income from continuing operations was $736.3 million, up 20.8%; the $84.1 million one-time tax benefit added $0.65 to EPS.
Quarterly dividend increased 10% to $0.46 per share, payable October 6, 2026, to holders of record as of September 3, 2026.
Fiscal 2027 outlook: revenue of $4.11 to $4.16 billion and adjusted diluted EPS of $6.04 to $6.24.
Factorial Energy reported results for the quarter ended June 30, 2026, with operating expenses of $13.0 million and a GAAP net loss of $11.3 million. The filing reports no revenue figure for the quarter and says the company expects its first commercial revenue in 2027, so the results reflect a company still in its pre-revenue phase.
Q2 2026 operating expenses of $13.0 million and GAAP net loss of $11.3 million; six-month net loss of $19.9 million
Cash and cash equivalents of approximately $112.8 million as of June 30, 2026
Full-year 2026 outlook: non-GAAP operating expenses of approximately $40 million and capital expenditures of approximately $13 million
First commercial revenue expected in 2027, citing a July 2026 commercial drone battery order
GrowGeneration reported second-quarter 2026 net sales of $43.2 million, up 5.5% from a year earlier, and a GAAP net loss of $2.0 million, down from $4.8 million. The company reaffirmed its full-year 2026 net revenue range of $162 million to $168 million and raised its full-year Adjusted EBITDA outlook to $2 million to $3 million. For shareholders, sales and profit both improved, and the company's Adjusted EBITDA outlook is now higher.
Q2 2026 net sales were $43.2 million, up from $41.0 million in Q2 2025; the company said this was its third straight quarter of year-over-year revenue growth
GAAP net loss narrowed to $2.0 million from $4.8 million; Adjusted EBITDA was a gain of $0.3 million versus a loss of $1.3 million a year earlier
Full-year 2026 net revenue guidance of $162 million to $168 million was reaffirmed; Adjusted EBITDA guidance is $2 million to $3 million
Third-quarter 2026 net sales are expected to be $44 million to $46 million; cash and marketable securities were $41.0 million at June 30, 2026, with no debt
LENZ Therapeutics reported second-quarter 2026 results for the quarter ended June 30, 2026, with total revenue of $5.5 million, up from $5.0 million a year earlier. The net loss widened to $31.9 million, or $1.02 per share, from $14.9 million, or $0.53 per share, as selling, general and administrative expenses rose sharply to support the VIZZ launch. The filing does not include financial guidance, and the company reported $220.0 million in cash, cash equivalents and marketable securities.
Total revenue of $5.5 million for Q2 2026, including $1.7 million in product sales and $3.8 million in license revenue, versus $5.0 million in license revenue in Q2 2025
Net loss of $31.9 million, or $1.02 per share, versus $14.9 million, or $0.53 per share, in Q2 2025
SG&A expenses rose to $39.4 million from $12.8 million, driven by launch investment, marketing and headcount growth
Cash, cash equivalents and marketable securities totaled $220.0 million as of June 30, 2026
American Vanguard reported unaudited results for the second quarter and first half of 2026. Second-quarter net sales fell 10% to $116.8 million and the company posted a net loss of $9.9 million, or $0.34 per share, compared with a net loss of $0.8 million, or $0.03 per share, a year earlier. For the first half, adjusted EBITDA rose to $16.9 million from $14.0 million, but the net loss widened to $14.0 million, and the company reaffirmed its full-year outlook.
Q2 2026 net sales were $116.8 million vs. $129.3 million in Q2 2025; operating loss was $0.3 million vs. operating income of $4.4 million.
Q2 adjusted EBITDA was $6.6 million vs. $11.0 million; first-half adjusted EBITDA was $16.9 million vs. $14.0 million.
First-half net loss was $14.0 million, or $0.49 per share, vs. $9.3 million, or $0.33 per share, a year earlier.
Full-year outlook reaffirmed: adjusted EBITDA of $44 million to $48 million on sales of $530 million to $550 million.
Firefly Aerospace reported second-quarter 2026 revenue of $117.7 million, up from $15.5 million a year earlier, and expects full-year 2026 revenue of $420 million to $450 million. The net loss widened to $92.3 million from $63.8 million, while the per-share loss narrowed to $0.57 from $5.78 as the weighted-average share count rose to 161.8 million from 13.9 million. For shareholders, the revenue growth is offset by a larger loss and higher cash use.
Second-quarter revenue was $117.7 million, versus $15.5 million in the same quarter of 2025.
Net loss was $92.3 million, versus $63.8 million a year earlier; net loss per share was $0.57, versus $5.78.
Firefly expects 2026 full-year revenue of $420 million to $450 million.
Free cash flow was negative $106.3 million in the quarter, and cash and cash equivalents were $459.8 million at June 30, 2026.
SELLAS reported a second-quarter 2026 net loss of $9.6 million, or $0.05 per share, up from $6.6 million, or $0.07 per share, a year earlier, as research and development and general and administrative expenses rose. Cash and cash equivalents were $138.3 million at June 30, 2026, up from $71.8 million at December 31, 2025, and the company said the final analysis of its Phase 3 REGAL trial will follow the 80th event.
Q2 2026 net loss $9.6 million ($0.05 per share) vs. $6.6 million ($0.07 per share) in Q2 2025
R&D expenses $6.3 million vs. $3.9 million; G&A expenses $4.4 million vs. $3.0 million
Cash and cash equivalents $138.3 million at June 30, 2026, vs. $71.8 million at December 31, 2025
Phase 3 REGAL final analysis to follow the pre-specified 80th event; SLS009 Phase 2 topline data expected in Q4 2026
Gladstone Land reported a second-quarter 2026 net loss of $8.5 million, wider than the $7.9 million loss a year earlier, after a non-cash impairment charge of about $4.2 million on four Arizona farms. Total operating revenues rose 3.2% to $12.7 million, and the loss attributable to common stockholders narrowed to $0.32 per share from $0.38. The company said a substantial majority of its 2026 revenue is expected in the fourth quarter, when participation rents are generally recognized.
Total operating revenues were $12.7 million, up from $12.3 million, a 3.2% increase.
Net loss attributable to common stockholders was $13.5 million, or $0.32 per share, versus $13.9 million, or $0.38 per share, a year earlier.
AFFO was a loss of $1.6 million, or $0.04 per share, compared with a loss of $3.5 million, or $0.10 per share, in the prior-year quarter.
Monthly common distributions declared were $0.0467 per share for each of July, August and September, totaling $0.1401 for the quarter.
NextNav reported second-quarter 2026 results with revenue of $1.15 million, down from $1.20 million a year earlier, and an operating loss that widened to $20.2 million from $17.2 million. The net loss narrowed to $33.8 million from $63.2 million, helped by a $21.4 million debt extinguishment gain, and the company's $190 million convertible notes were converted into about 15.2 million shares, eliminating that debt.
Q2 2026 revenue was $1.15 million versus $1.20 million in Q2 2025; operating loss was $20.2 million versus $17.2 million.
Net loss was $33.8 million, or $0.24 per share, versus $63.2 million, or $0.48 per share, a year earlier.
Public warrant exercises generated about $169.5 million of gross proceeds; the $190 million convertible notes converted into about 15.2 million shares.
Total available liquidity was about $298 million as of June 30, 2026, including $69.3 million of warrant proceeds collected July 1, 2026.
Black Rock Coffee Bar reported second-quarter 2026 results, with total revenue up 25.0% to $63.0 million and net income of $3.2 million, compared with a net loss of $1.1 million a year earlier. The company also updated its full-year 2026 guidance, now calling for total revenue of $255 million to $257 million and adjusted EBITDA of $34 million to $35 million. Adjusted EBITDA grew 17.2% to $9.4 million, but its margin declined to 15.0% from 16.0%.
Q2 2026 total revenue was $63.0 million, up 25.0% from $50.4 million; same store sales grew 4.2%.
Net income was $3.2 million versus a net loss of $1.1 million in Q2 2025; adjusted EBITDA was $9.4 million, up 17.2%.
Updated 2026 guidance: 38 new store openings, total revenue of $255 million to $257 million, adjusted EBITDA of $34 million to $35 million, and capital expenditures of $42 million to $43 million.
As of June 30, 2026, cash and cash equivalents were $16.0 million and total debt was $30.6 million.
BridgeBio Oncology Therapeutics (BBOT) reported a second-quarter 2026 net loss of $56.5 million, up from $28.4 million in the same quarter of 2025, as research and development and general and administrative expenses rose. As of June 30, 2026, the company had $344.1 million in cash, cash equivalents and marketable securities, which it says is expected to provide cash runway into 2028.
Net loss of $56.5 million, or $705.20 per share, for Q2 2026, versus $28.4 million, or $566.46 per share, for Q2 2025
R&D expenses rose to $49.2 million from $27.4 million, mainly from higher clinical trial and manufacturing costs for BBO-8520, BBO-11818 and BBO-10203
G&A expenses rose to $11.0 million from $2.7 million, including standalone operations, the de-SPAC transaction and one-time severance for former executives
Cash and marketable securities were $344.1 million at June 30, 2026, down from $425.5 million at December 31, 2025
Dermata Therapeutics reported a second-quarter 2026 net loss of $3.0 million, or $0.74 per share, up from a $1.7 million loss, or $1.66 per share, a year earlier. The filing reports no revenue, and the company said it expects its first consumer skincare product, Tome Foundational Treatment, to go on sale August 25, 2026, as it shifts from pharmaceutical development to direct-to-consumer skincare.
Selling, general and administrative expenses rose to $2.8 million from $1.2 million, mainly from $0.7 million of higher legal fees and $0.6 million of added marketing costs
Cash and cash equivalents were $4.4 million at June 30, 2026, down from $7.5 million at December 31, 2025, and the company expects cash to fund operations into the fourth quarter of 2026
Research and development expenses fell to $0.2 million from $0.6 million as resources shifted to the commercial launch
Tome Foundational Treatment is expected to launch on August 25, 2026
Supermicro reported unaudited results for the fourth quarter and full fiscal year ended June 30, 2026, with Q4 net sales of $11.1 billion, up from $5.8 billion a year earlier, and Q4 net income of $1,178 million, up from $195 million. The company guided first-quarter fiscal 2027 net sales to $14.5 billion to $15.5 billion and full-year fiscal 2027 net sales to $65.0 billion to $72.0 billion, but the figures are preliminary and unaudited, and a Board review of export-control issues could affect the forecasts and prior-period results.
Q4 fiscal 2026 net sales were $11.1 billion versus $5.8 billion in Q4 fiscal 2025; diluted EPS was $1.62 versus $0.31.
Fiscal 2026 net sales were $39.1 billion versus $22.0 billion; diluted EPS was $3.26 versus $1.68.
Outlook: Q1 fiscal 2027 net sales of $14.5 billion to $15.5 billion and GAAP diluted EPS of $0.89 to $0.98; fiscal 2027 net sales of $65.0 billion to $72.0 billion.
The financial results are preliminary and unaudited, and the Board's independent review of export-control matters could affect forecasts and prior period results.
Absci reported second-quarter 2026 results with revenue of $0.3 million, down from $0.6 million a year earlier, and a net loss of $33.2 million, up from $30.6 million. The company said its cash, cash equivalents, and marketable securities of $201.1 million, which include $93.6 million of net offering proceeds, are now expected to fund operations into the second half of 2028, which lessens near-term funding pressure for shareholders.
Revenue was $0.3 million for the quarter ended June 30, 2026, compared with $0.6 million a year earlier.
Net loss was $33.2 million, or $0.21 per share, compared with $30.6 million, or $0.24 per share, a year earlier.
Completed a $100 million underwritten offering that included a $40 million strategic equity investment from Eli Lilly & Company.
Cash and marketable securities were $201.1 million as of June 30, 2026, versus $125.7 million as of March 31, 2026.
Taysha Gene Therapies reported a second-quarter 2026 net loss of $46.6 million, or $0.13 per share, up from $26.9 million, or $0.09 per share, a year earlier. The company recorded no revenue in the quarter, compared with $2.0 million in the same period of 2025, and cited higher research and development costs tied to manufacturing and clinical trials for its lead Rett syndrome therapy, TSHA-102.
Net loss was $46.6 million, or $0.13 per share, for the three months ended June 30, 2026, versus $26.9 million, or $0.09 per share, a year earlier.
Research and development expenses were $38.6 million, up from $20.1 million, mainly from BLA-enabling PPQ manufacturing and clinical trial costs.
Revenue was zero in the quarter, compared with $2.0 million in the second quarter of 2025.
Cash and cash equivalents were $455.4 million at June 30, 2026, including $230.0 million in gross proceeds from a June 2026 follow-on offering; the company expects cash to last into the second half of 2028.
Anterix reported first quarter fiscal 2027 results for the three months ended June 30, 2026. Spectrum revenue rose to $2.0 million from $1.4 million a year earlier, but net income fell to $240,000, or $0.01 per diluted share, from $25.2 million, or $1.35, as the prior-year period included a $33.9 million gain on exchange of intangible assets. The company reported no debt and $116.0 million in cash at June 30, 2026.
Net income was $240,000 ($0.01 per diluted share), compared with $25,180,000 ($1.35 per diluted share) a year earlier.
Cash and cash equivalents were $116.0 million at June 30, 2026, with no debt; $226.7 million remained under the share repurchase program, and there was no repurchase activity in the quarter.
Management will hold a business update call at 9:00 A.M. ET on August 12, 2026.
IZEA Worldwide reported second-quarter 2026 results with revenue of $5.8 million, down 36% from $9.1 million a year earlier, and a net loss of $0.7 million, or $(0.04) per share, compared with net income of $1.2 million, or $0.07 per share, in Q2 2025. The company attributed the decline to its shift toward larger enterprise customers, softer enterprise demand and campaign timing, and said early third-quarter contract commitments have been encouraging.
Revenue was $5.8 million, down $3.3 million (36%) from $9.1 million in Q2 2025
Managed Services bookings fell 19% to $4.5 million
Net loss of $0.7 million, or $(0.04) per share, versus net income of $1.2 million, or $0.07 per share, a year earlier
Cash and equivalents were $46.6 million as of June 30, 2026, with no long-term debt
Erasca reported a second-quarter 2026 net loss of $44.1 million, or $(0.14) per share, up from $33.9 million, or $(0.12) per share, a year earlier, as research and development spending rose. The company had $384.3 million in cash, cash equivalents, and marketable securities at June 30, 2026, and said a July 2026 public offering raised approximately $632.5 million in gross proceeds, which it expects will fund its listed milestones.
Net loss was $44.1 million, or $(0.14) per share, for the quarter ended June 30, 2026, versus $33.9 million, or $(0.12) per share, a year earlier.
R&D expenses were $35.9 million, up from $21.2 million, driven mainly by clinical trial and personnel costs.
Cash, cash equivalents, and marketable securities were $384.3 million at June 30, 2026, before the July offering of approximately $632.5 million in gross proceeds.
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