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).
SAIC reported second-quarter fiscal 2027 revenue of $1.88 billion, up about 6%, but net income fell 20% to $102 million and diluted EPS fell 12% to $2.38. The company raised its fiscal 2027 guidance for revenue, adjusted EBITDA, adjusted EBITDA margin and adjusted diluted EPS, while reiterating its free cash flow guidance.
Q2 revenue $1.88 billion, up 6%; organic growth 5.3%
Net income $102 million, down 20%; diluted EPS $2.38 vs. $2.71; adjusted diluted EPS $3.01 vs. $3.63
Fiscal 2027 adjusted diluted EPS guidance raised to $10.65-$10.75 from $9.90-$10.10; revenue guidance raised to $7.2 billion-$7.3 billion
Estimated backlog $22.1 billion at quarter end; quarterly dividend of $0.37 per share payable October 23, 2026
Gap reported second-quarter fiscal 2026 net sales of $3.7 billion, down 2% from a year earlier, while GAAP diluted earnings per share rose to $1.38 from $0.57, helped by a $417 million tariff recovery adjustment. The company raised its adjusted full-year EPS outlook to $2.35 to $2.45 but narrowed its net sales growth outlook to up 1% to 1.5%, and said Old Navy CEO Horacio Barbeito will step down effective November 2, 2026, with Michael Francis succeeding him.
Net sales were $3.7 billion, down 2%; comparable sales fell 1%, with Old Navy down 4% and Gap up 10%.
GAAP diluted EPS was $1.38 versus $0.57 a year earlier; adjusted diluted EPS, excluding the net tariff recovery, was $0.52.
Fiscal 2026 adjusted diluted EPS outlook raised to $2.35 to $2.45 from $2.30 to $2.40; net sales outlook is up 1% to 1.5%, down from up 1% to 2%.
Horacio Barbeito steps down as Old Navy President and CEO effective November 2, 2026; Michael Francis, Chief Customer Officer, takes over that day.
IREN reported fiscal 2026 revenue of $707.0 million, up from $501.0 million a year earlier, with AI Cloud Services revenue rising to $128.8 million from $16.4 million. The company swung to a net loss of $702.6 million from net income of $86.9 million, largely due to non-cash asset impairments tied to converting Bitcoin mining sites for AI Cloud use. The filing also announced a new multi-year AI Cloud contract with a leading frontier AI lab, which matters to shareholders because it signals demand for the company's capacity, though the stated $4 billion contracted ARR target is an internal operating metric rather than GAAP revenue.
FY26 total revenue was $707.0 million versus $501.0 million in FY25; AI Cloud Services revenue was $128.8 million versus $16.4 million.
FY26 net loss was $702.6 million versus net income of $86.9 million in FY25; impairments were $638.8 million for the year.
Q4 FY26 net loss was $684.0 million, including $450.4 million of impairments; Q4 adjusted EBITDA was $19.2 million versus $59.5 million in the prior quarter.
As of August 26, 2026, operating ARR was $1 billion, with $4 billion of contracted ARR for 2026 capacity.
Malibu Boats reported fourth-quarter fiscal 2026 net sales up 42.7% to $295.5 million and GAAP net income up 53.7% to $7.4 million, helped by the Saxdor acquisition. For the full fiscal year, GAAP net income fell 88.8% to $1.7 million, and the company guided fiscal 2027 net sales to $1.08 billion to $1.12 billion and Adjusted EBITDA to $101 million to $109 million, while authorizing a $70 million share repurchase program.
Q4 fiscal 2026 net sales rose 42.7% to $295.5 million, including $61.2 million from the Saxdor segment acquired March 2, 2026.
Fiscal 2026 GAAP net income fell 88.8% to $1.7 million from $15.2 million; diluted EPS was $0.09, down 88.2%.
Fiscal 2027 guidance: net sales of $1.08 billion to $1.12 billion and Adjusted EBITDA of $101 million to $109 million.
Board authorized a $70 million share repurchase program for fiscal 2027; credit facility refinanced on July 10, 2026, with maturity extended to July 2031.
Hormel reported third-quarter fiscal 2026 net sales of $2.96 billion, down 2.4% from a year earlier, and GAAP diluted EPS of $0.11 versus $0.33, while adjusted diluted EPS rose to $0.37 from $0.35. The company raised its low end of adjusted EPS guidance to $1.45 to $1.51 but cut its GAAP EPS and net sales guidance, reflecting charges tied to the Brazil divestiture, an Indonesia impairment and a litigation settlement.
Net sales were $2.96 billion, down 2.4% from $3.03 billion; organic net sales fell 2%.
GAAP diluted EPS was $0.11 versus $0.33; adjusted diluted EPS was $0.37 versus $0.35.
Fiscal 2026 adjusted EPS guidance was raised to $1.45 to $1.51 from $1.43 to $1.51; GAAP EPS guidance was cut to $1.06 to $1.12 from $1.28 to $1.37.
Discrete pre-tax items included a $56 million loss on the Brazil divestiture, a $48 million non-cash impairment in Indonesia and a $38 million litigation settlement.
Great Elm Group reported results for the fiscal year ended June 30, 2026, with revenue up about 70% to $27.8 million but a net loss attributable to stockholders of $35.4 million, compared with net income of $12.9 million a year earlier. The company attributed the swing mainly to $22.2 million of net realized and unrealized losses, largely tied to its investments in GECC common stock and related vehicles, which also weighed on book value.
Fiscal 2026 revenue was $27.8 million, up from $16.3 million in fiscal 2025, including $14.7 million from sales of two build-to-suit development properties.
Fiscal 2026 net loss was $(35.4) million, or $(1.17) per basic share, versus net income of $12.9 million in fiscal 2025.
Fourth-quarter revenue rose 88% to $10.6 million, but net income fell to $1.1 million from $13.6 million a year earlier.
Cash and cash equivalents were $53.5 million at June 30, 2026, and about $23.9 million of repurchase capacity remained as of August 24, 2026.
Bath & Body Works reported second-quarter 2026 net sales of $1,514 million, down 2.3% from a year earlier, while diluted earnings per share rose to $0.58 from $0.30. The company raised its full-year 2026 diluted EPS guidance to $3.13 to $3.33 and narrowed its net sales decline forecast to 4% to 2.5%, but the quarter included about $80 million of tariff refunds, and third-quarter EPS guidance of $0.05 to $0.10 is below the $0.37 reported a year earlier.
Q2 2026 net sales of $1,514 million, down 2.3% from $1,549 million; Direct net sales rose 3.0% to $275 million
Q2 diluted EPS of $0.58 vs. $0.30; adjusted EPS of $0.62 vs. $0.37. Excluding about $80 million of tariff refunds, adjusted EPS would have been $0.31
Full-year 2026 diluted EPS guidance raised to $3.13 to $3.33; adjusted EPS guidance $2.60 to $2.80; net sales guidance narrowed to a decline of 4% to 2.5%
Q3 2026 diluted EPS guidance of $0.05 to $0.10 (adjusted $0.07 to $0.12) vs. $0.37 (adjusted $0.35) in Q3 2025
Intuit reported fiscal 2026 fourth-quarter revenue of $4.4 billion, up 14%, and full-year revenue of $21.4 billion, up 14%. Fourth-quarter GAAP operating income rose to $475 million from $339 million, but the company booked a $293 million restructuring charge and GAAP diluted EPS was $1.34 versus $1.35 a year earlier. The company also gave fiscal 2027 guidance for revenue of $23,279 million to $23,512 million, and its board approved a $1.38 quarterly dividend.
Q4 FY2026 total revenue was $4.4 billion, up 14%; full-year GAAP diluted EPS was $16.46, up 20%.
Q4 GAAP operating income was $475 million, including a $293 million restructuring charge; Q4 GAAP diluted EPS was $1.34 versus $1.35 a year earlier.
FY2027 GAAP revenue guidance is $23,279 million to $23,512 million; non-GAAP guidance now includes share-based compensation.
Quarterly dividend of $1.38 per share is payable October 16, 2026, to holders of record on October 8, 2026.
American Battery Technology reported preliminary, unaudited results for the quarter ended June 30, 2026, with revenue up 5.1% to $8.2 million and gross profit up 86% to $1.3 million from the prior quarter. The company also warned that a federal directive taking effect August 27, 2026 could block most of its foreign black mass sales, which it says make up the majority of total revenue and could have a material adverse effect.
Q4 FY26 revenue of $8.2 million, up 5.1% from $7.8 million in Q3 FY26
Gross profit of $1.3 million, up 86% from $0.7 million in Q3 FY26; cost of goods sold fell 2.8% to $6.9 million
Department of Commerce directive requires U.S. black mass sellers to allocate 100% of sales to U.S. persons, effective August 27, 2026; public comment period open until November 4, 2026
Company has submitted an exception request to BIS; there is no assurance it will be granted
Walmart reported second-quarter results for the three months ended July 31, 2026, with revenue of $187.9 billion, up 5.9%, and operating income up 28.8% to $9.4 billion. GAAP diluted earnings per share fell 9.1% to $0.80, a period that included $1.2 billion in other losses, while the company raised its fiscal 2027 adjusted EPS guidance to $2.80 to $2.87.
Q2 GAAP diluted EPS was $0.80, down from $0.88; adjusted EPS was $0.81 after excluding a $0.12 net loss on equity and other investments and a $0.11 net benefit from a tax matter.
Q2 operating income was $9.4 billion, up 28.8%, including the impact of tariff refunds received, partly offset by price investments.
FY27 adjusted EPS guidance is $2.80 to $2.87, up from $2.75 to $2.85 previously; net sales growth guidance is 4.0% to 5.0% in constant currency.
Q3 adjusted EPS is expected to be $0.62 to $0.64, with Q3 net sales growth of 3.0% to 3.75% in constant currency.
Coty reported fiscal fourth-quarter 2026 net revenues of $1,269.2 million, up 1% on a reported basis but down 1% like-for-like, with a reported net loss of $144.3 million versus $72.1 million a year earlier. For the full fiscal year, net revenues fell 2% to $5,806.6 million and the reported net loss was $618.0 million. For the first quarter of fiscal 2027, Coty guided to a like-for-like sales decline in the low- to mid-single digits and an adjusted EBITDA decline in the low teens, which points to weaker profit in the near term for shareholders.
Q4 net revenues of $1,269.2 million rose 1% reported and fell 1% like-for-like; reported operating loss was $42.7 million versus $15.5 million operating income a year earlier
Adjusted operating income fell to $39.5 million from $67.7 million, and adjusted EPS was a loss of $0.02 versus a $0.05 loss a year earlier
FY26 reported net loss was $618.0 million; operating cash flow was $537.8 million and free cash flow was $348.2 million
Q1 FY27 outlook: like-for-like revenue down low- to mid-single digits, adjusted EBITDA down low-teens, adjusted EPS of $0.11 to $0.13 per share, and first-half free cash flow above $300 million
John B. Sanfilippo & Son reported fiscal 2026 fourth-quarter diluted EPS of $0.71, down 38.3%, even though net sales rose 4.2% to $280.4 million. Higher input and transportation costs, a $2.7 million recall-related cost and other factors weighed on gross profit, while full-year net sales rose 6.2% to $1.18 billion and full-year diluted EPS rose 4.6% to $5.26. The company also said CEO Jeffrey T. Sanfilippo will step down in October to become Executive Chairman, with his brother Jasper succeeding him as CEO.
Q4 net sales rose 4.2% to $280.4 million, but gross margin fell to 15.7% from 18.1% and diluted EPS fell 38.3% to $0.71.
Full-year net sales rose 6.2% to $1.18 billion and diluted EPS rose 4.6% to $5.26; sales volume fell 2.5%.
Annual dividend declared was raised 5.6% to $0.95 per share, plus a special dividend of $1.05 per share, both payable September 9, 2026.
Jeffrey T. Sanfilippo steps down as CEO in October; Jasper Sanfilippo will succeed him.
Lowe's reported second-quarter 2026 net earnings of $2.4 billion and diluted EPS of $4.27, flat from a year earlier, while total sales rose to $26.0 billion from $24.0 billion. The company lowered the top end of its fiscal 2026 diluted EPS and comparable sales outlook, which matters to shareholders because the forecast now points to flat comparable sales and a narrower earnings range.
Q2 diluted EPS was $4.27, the same as the prior-year quarter; adjusted diluted EPS rose 1.6% to $4.40 from $4.33.
Q2 comparable sales rose 0.2%, and online sales grew 15.7%; total sales were $26.0 billion versus $24.0 billion.
Fiscal 2026 diluted EPS is now about $11.75 (previously $11.75 to $12.25); adjusted diluted EPS is about $12.25 (previously $12.25 to $12.75).
Q2 EPS included an $0.11 benefit from IEEPA tariff refunds, and $96 million in pre-tax acquisition-related expenses.
Mercury Systems reported fourth-quarter and fiscal 2026 results for the period ended July 3, 2026. Revenue grew, and bookings and backlog hit company records, but fourth-quarter GAAP net income fell to $1 million from $16 million a year earlier, and management said it is increasing its organic growth outlook without giving new figures.
Q4 fiscal 2026 revenue was $290 million, up from $273 million; bookings were $660 million, up 93.1%
Q4 GAAP diluted EPS was $0.01 versus $0.27 a year earlier; adjusted EBITDA was $49 million versus $51 million
Full-year revenue rose to $984 million from $912 million; GAAP net loss narrowed to $30 million ($0.50 per share) from $38 million
Backlog exceeded $1.9 billion, up 38.4% year over year; management said it is increasing its outlook for organic growth
Prairie Operating Co. reported second-quarter 2026 revenue of $98.9 million, up about 45% from a year earlier, and net income attributable to common stockholders of $193.8 million, or $0.23 diluted EPS. Adjusted EBITDA was $34.0 million, down from $38.6 million a year earlier, and the company also amended its credit facility on August 14, 2026 and adjusted its full-year 2026 guidance, so shareholders face mixed signals on operating profit and balance-sheet changes.
Q2 2026 revenue of $98.9 million versus $68.1 million in Q2 2025; adjusted EBITDA of $34.0 million versus $38.6 million
Q2 net income to common stockholders of $193.8 million was helped by non-cash items, including a $48.2 million fair value gain and a $45.1 million derivative gain
Six-month 2026 net loss attributable to Prairie of $43.7 million; diluted EPS of $(0.41)
Full-year 2026 adjusted EBITDA guidance of $180.0 million to $190.0 million; credit facility amendment dated August 14, 2026
Air T reported fiscal 2027 first-quarter results for the period ended June 30, 2026, with revenue up 63% to $115.5 million but an operating loss of $12.8 million compared with operating income of $0.8 million a year earlier. The company attributed the loss mainly to transaction and integration costs for Crestone's June 10 acquisition of Arena Aviation Capital and to depreciation from the fair-value step-up of the Rex aircraft fleet. Shareholders are seeing higher revenue alongside lower profitability in the quarter.
Q1 revenue was $115.5 million, up $44.6 million, or 63%, from the prior-year quarter.
Q1 operating loss was $12.8 million versus operating income of $0.8 million a year earlier; Adjusted EBITDA was $0.8 million, down 45% from $1.5 million.
Trailing twelve-month revenue was $371.7 million, up 25%, while the trailing twelve-month operating loss was $24.9 million.
Crestone acquired Arena Aviation Capital on June 10 for $33.9 million, including $21.7 million in cash and $12.2 million of contingent consideration; Blue Owl funded $10.0 million for preferred units representing 10.25% of the platform.
Air T reported fiscal first-quarter 2027 revenue of $115.5 million, up 63% from a year earlier, with $55.9 million coming from its Rex regional airline acquisition completed on December 18, 2025. The company swung to an operating loss of $12.8 million from operating income of $0.8 million a year earlier, and net loss per share was $5.86 versus $0.61, so higher sales did not translate into profit for shareholders.
Revenue $115.5 million, up $44.6 million or 63%; Rex contributed $55.9 million
Operating loss $12.8 million versus operating income of $0.8 million in the prior-year quarter
Net loss per share $5.86 versus $0.61; loss before income taxes $15.0 million versus $0.8 million
Adjusted EBITDA (a non-GAAP measure) $0.8 million versus $1.5 million; Regional Airline segment cited fuel expense of $11.8 million as the primary driver of its operating loss
Solana Company reported a second-quarter 2026 net loss of $30.3 million, or $0.38 per share, compared with a net loss of $9.8 million in the prior-year quarter. Revenue rose to $2.5 million, mainly from staking on its SOL holdings, but operating expenses reached $35.1 million, including $6.8 million of severance tied to the divestiture of its legacy PoNS medical device business.
Q2 2026 revenue was $2.5 million, almost all staking revenue, versus $43 thousand a year earlier
Q2 2026 net loss was $30.3 million, or $0.38 per share, versus $9.8 million in the prior-year quarter
General and administrative expenses were $11.1 million, including $6.8 million of severance tied to the PoNS divestiture
Total assets were $176.1 million at June 30, 2026, down from $303.9 million at December 31, 2025, and cash was $3.6 million
Femasys reported that quarterly sales fell 18.9% to $331,827 in the quarter ended June 30, 2026, mainly due to lower FemVue sales, while the quarterly net loss narrowed slightly to $4.47 million from $4.59 million. The company had about $1.4 million of cash at June 30, 2026, and completed a $30 million private placement after quarter-end, which it says gives it resources for its commercial and clinical plans and restored Nasdaq listing compliance.
Quarterly sales were $331,827, down $77,441 or 18.9% from $409,268 a year earlier; six-month sales rose 0.8% to $756,716.
Quarterly net loss was $4,469,095, or $(1.33) per share, versus $4,585,922, or $(3.18) per share, a year earlier; six-month net loss was $3,622,995 versus $10,482,761.
Cash and cash equivalents were about $1.4 million at June 30, 2026, with a $30 million private placement completed after the quarter, which could bring up to $90 million if warrants are fully exercised.
The company said it regained compliance with Nasdaq Listing Requirements and appointed John Canning as Chief Operating Officer.
Data Storage Corp reported second-quarter 2026 sales of $358,530, up from $327,951 a year earlier, while its net loss attributable to common stockholders widened to $1,225,515 from $733,049. The company completed a tender offer that cut its share count and said it is evaluating acquisitions of recurring-revenue technology businesses, with about $9.3 million in cash and marketable securities and no long-term debt.
Q2 2026 sales rose to $358,530 from $327,951; loss from operations widened to $1,282,070 from $950,762.
Loss per share attributable to common stockholders was $(0.55) for the quarter versus $(0.10) a year earlier.
Six-month share repurchases in connection with the tender offer totaled $29,528,957; treasury stock stood at 5,625,129 shares at June 30, 2026.
Cash and cash equivalents plus marketable securities were about $9.3 million at June 30, 2026, with no long-term debt, according to management.
Cue Biopharma reported a second quarter 2026 revenue increase to $7.9 million from $3.0 million, but its net loss grew to $153.1 million from $8.5 million. The company attributed the larger loss mainly to one-time non-cash losses and expenses tied to its CUE-221 license agreement with Ascendant, and it had $17.4 million in cash at June 30, 2026 before a $50 million private placement completed after quarter end.
Second quarter revenue was $7.9 million, versus $3.0 million a year earlier, driven by a preclinical milestone under the Boehringer Ingelheim collaboration.
Net loss was $153.1 million, or $24.14 per share, versus $8.5 million, or $2.67 per share, in the second quarter of 2025.
Cash and cash equivalents were $17.4 million at June 30, 2026; a $50 million private placement was completed after quarter end.
Phase 2 data readout for CUE-221 in Chronic Spontaneous Urticaria is anticipated by the end of the third quarter of 2026.
Galectin Therapeutics reported its June 30, 2026 quarterly results, with a net loss applicable to common stockholders of $9.2 million, or $0.14 per share, up from $7.6 million, or $0.12 per share, a year earlier. The increase was mainly due to a $3.2 million charge for the change in fair value of derivative liabilities, and the company also reported that a $105.8 million debt conversion into common stock strengthened its balance sheet and that it reached FDA alignment on its planned Phase 3 trial.
Q2 2026 net loss applicable to common stockholders was $9.2 million, or $0.14 per share, versus $7.6 million, or $0.12 per share, in Q2 2025
Chairman Richard Uihlein's conversion of about $105.8 million in debt and accrued interest into 34,376,167 common shares took effect July 31, 2026
Cash and cash equivalents were $13.2 million at June 30, 2026, with $10 million remaining under the chairman's line of credit; the company expects cash to fund planned operations through June 2027
The company expects to submit the registrational Phase 3 protocol for belapectin in the third quarter of 2026
LanzaTech reported second-quarter 2026 net income of $184.3 million, compared with a net loss of $32.5 million a year earlier, mainly because of a $208.1 million non-cash unrealized gain on its SGLT investment. Revenue slipped to $9.0 million from $9.1 million, while operating expenses fell to $11.7 million from $35.1 million and Adjusted EBITDA loss narrowed to $7.6 million from $29.7 million. The company also reintroduced 2026 guidance, with full-year revenue of $50 million to $55 million and full-year Adjusted EBITDA of $(22) million to $(26) million.
Net income of $184.3 million versus a net loss of $32.5 million, driven by the $208.1 million non-cash gain on the SGLT investment
Revenue of $9.0 million, down from $9.1 million; operating expenses of $11.7 million, down from $35.1 million
Adjusted EBITDA loss of $7.6 million, compared with $29.7 million in the second quarter of 2025
Reintroduced guidance: third-quarter 2026 revenue of $8 million to $11 million; full-year 2026 revenue of $50 million to $55 million and Adjusted EBITDA of $(22) million to $(26) million
REalloys reported second-quarter 2026 net revenues of $0.8 million, up from $0.4 million a year earlier, but its net loss widened to $36.8 million, or $0.59 per diluted share, from $2.2 million, or $0.05 per share. The company said the increase was driven mainly by $32.1 million of non-cash stock-based compensation, and it ended the quarter with $122.4 million in cash, which it says covers its committed strategic project funding without additional financing.
Net revenues were $0.8 million for the quarter ended June 30, 2026, compared with $0.4 million a year earlier.
Net loss was $36.8 million, or $0.59 per diluted share, versus $2.2 million, or $0.05 per share, in the prior-year quarter.
Non-cash stock-based compensation of $32.1 million was the main driver of the higher loss.
Cash was $122.4 million at June 30, 2026, after a $100.0 million private placement closed in June 2026; Craig Cunningham became Chief Financial Officer effective June 24, 2026.
XBP Global reported second quarter 2026 revenue of $191.3 million, down 14.0% year-over-year on a pro forma basis, and a net loss of $16.7 million. Normalized EBITDA rose 8.4% pro forma to $21.9 million, and the company raised its annualized operational efficiency target to $65 to $75 million from $55 to $60 million. The company also said it has engaged a financial advisor in connection with previously announced strategic alternatives.
Revenue of $191.3 million, down 14.0% year-over-year on a pro forma basis
Net loss of $16.7 million; Normalized EBITDA of $21.9 million, up 8.4% pro forma
Adjusted gross margin of 24.9%, described by the company as its highest level to date
Efficiency target raised to $65 to $75 million annualized, with approximately $35 million expected in 2026
Xos reported second-quarter 2026 revenue of $4.7 million, down from $18.4 million a year earlier, while gross margin rose to 12.1% and net loss narrowed to $6.9 million. The company is revising its 2026 outlook, citing shifted second-half product mix and volume, and says second-quarter deliveries moved into later quarters.
Q2 2026 revenue was $4.7 million on 30 units, versus $18.4 million on 135 units in Q2 2025
Q2 2026 net loss was $6.9 million, compared with $7.5 million in Q2 2025; GAAP operating loss widened to $7.9 million from $7.1 million
Revised 2026 outlook: revenue of $35 to $43 million, non-GAAP operating loss of $(14.7) million to $(11.4) million, and 250 to 350 unit deliveries
Cash and cash equivalents were $13.2 million at June 30, 2026, up from $9.8 million at March 31, 2026
Elutia reported second quarter 2026 results with net sales down to $2.4 million from $2.7 million, while its net loss narrowed to $7.6 million from $9.6 million. The company said it has secured up to $26 million in additional capital to fund NXT-41x through anticipated FDA clearance and its first full year of commercial launch, without an equity offering, which matters to shareholders because it reduces near-term dilution risk.
Q2 2026 net sales were $2.4 million versus $2.7 million a year earlier, due mainly to a $0.7 million reduction in SimpliDerm revenue from a contract manufacturer production disruption.
Adjusted EBITDA was a loss of $4.6 million versus a loss of $3.0 million in the prior-year quarter.
Up to $26 million of capital includes a $15 million credit facility ($10 million funded at closing) and up to $11 million from the SimpliDerm divestiture.
Cash and cash equivalents were $19.9 million at June 30, 2026, and the company expects the full $8 million BioEnvelope escrow to be released in the fourth quarter of 2026.
Invivyd reported second-quarter 2026 PEMGARDA net product revenue of $14.3 million, up 21% from $11.8 million a year earlier. Net loss grew to $44.4 million, or $0.14 per share, from $14.7 million, or $0.12 per share, as R&D and SG&A expenses rose sharply for the VYD2311 clinical trials and commercial activities, which matters to shareholders because the company's cash of $160.1 million is expected to fund operations through the DECLARATION pivotal data readout.
Q2 2026 R&D expenses were $29.4 million, up from $9.6 million, mainly from DECLARATION and LIBERTY trial costs.
Q2 2026 SG&A expenses were $29.5 million, up from $16.6 million.
Cash and cash equivalents were $160.1 million as of June 30, 2026.
In July 2026, Invivyd received twelve months' advance notice of the termination of the PEMGARDA emergency use authorization.
MacroGenics reported second-quarter 2026 revenue of $32.8 million, up from $6.9 million a year earlier, and net income of $19.5 million, compared with a net loss of $36.3 million. The profit reflects $89.2 million of income from discontinued operations tied to the sale of its manufacturing operations, while the loss from continuing operations widened to $69.6 million, including a $52.8 million non-cash loss on extinguishing a royalty monetization liability.
Q2 2026 total revenue was $32.8 million, versus $6.9 million in Q2 2025, driven mainly by a $24.5 million Sanofi regulatory milestone.
Net income was $19.5 million, or $0.31 per share, versus a net loss of $36.3 million, or $0.57 per share, a year earlier.
Loss from continuing operations was $69.6 million, compared with $42.7 million a year earlier, after a $52.8 million non-cash loss on extinguishment of the ZYNYZ royalty monetization liability.
Pro forma cash, cash equivalents and marketable securities were $327 million, and the company guides cash runway through 2028.
Elicio Therapeutics reported a second-quarter 2026 net loss of $8.2 million, down from $10.6 million a year earlier, and said its Phase 2 AMPLIFY-7P trial of ELI-002 7P did not meet its primary endpoint. The company plans a Phase 1 combination study in metastatic pancreatic cancer, anticipated to start in Q4 2026, and says its cash will support operations into the first quarter of 2027.
Net loss for Q2 2026 was $8.2 million, or $0.43 per share, versus $10.6 million, or $0.66 per share, in Q2 2025.
Cash and cash equivalents were $23.5 million as of June 30, 2026; a July 2026 registered direct offering raised approximately $15.0 million gross.
The Phase 2 AMPLIFY-7P trial did not meet its primary endpoint; the company continues to evaluate pre-specified subgroups, including the R0 resected population.
The Phase 1 combination study is anticipated to begin in Q4 2026.
HawkEye 360 reported second-quarter 2026 revenue of $49.8 million, up 87% from the prior-year period, but posted a net loss of $15.3 million compared with net income of $1.6 million a year earlier. The company also said all shares subject to IPO lock-up agreements will become eligible for sale in the public market on September 2, 2026, which could add selling pressure for shareholders.
Q2 2026 revenue of $49.8 million, up from $26.6 million; international revenue was $21.0 million, up 134%.
Net loss of $15.3 million versus net income of $1.6 million in Q2 2025; Adjusted EBITDA was $7.0 million versus $7.8 million.
Full-year 2026 outlook: total revenue of $215.0 million to $220.0 million and Adjusted EBITDA of $30.0 million to $36.0 million.
Lock-up shares become eligible for sale on September 2, 2026, subject to affiliate trading limits and the company's insider trading policies.
ARS Pharma reported second quarter 2026 results and outlined a narrower commercial strategy focused on high-volume prescribers. Total revenue rose to $33.7 million from $15.7 million a year earlier, but the net loss widened to $62.3 million, or $0.63 per share, from $44.9 million, or $0.46 per share. The company expects second-half 2026 SG&A and R&D expenses of $114 million to $126 million and a path to cash flow breakeven by the end of 2027.
Total revenue of $33.7 million in Q2 2026, including $26.2 million of U.S. neffy net product revenue, versus $15.7 million in Q2 2025.
Net loss of $62.3 million, or $0.63 per share, versus $44.9 million, or $0.46 per share, in Q2 2025.
Second-half 2026 SG&A and R&D expenses guided to $114 million to $126 million, including stock-based compensation; cash-based expenses guided to $100 million to $110 million.
Cash, cash equivalents and short-term investments of $143.8 million as of June 30, 2026; Meg Smith joins as Chief Commercial Officer effective August 17, 2026.
American Shared Hospital Services reported second-quarter 2026 revenue of $8.4 million, up 19% from a year earlier, while its net loss attributable to the company widened to $514,000, or $0.07 per diluted share, from $280,000, or $0.04 per share. After quarter end, the company entered a Third Amendment to its Credit Agreement and Forbearance Agreement with Fifth Third Bank and secured $2.0 million of subordinated financing from an entity controlled by its Executive Chairman.
Q2 revenue was $8.4 million, up from $7.1 million; Direct Patient Services revenue rose 40% to $4.9 million.
Q2 net loss attributable to the company was $514,000 ($0.07 per diluted share), versus $280,000 ($0.04) in Q2 2025, driven by $285,000 of legal costs and a $909,000 increase in credit loss allowance.
Subsequent to quarter end, the company signed a Third Amendment to its Credit Agreement and Forbearance Agreement with Fifth Third Bank.
The company secured $2.0 million of subordinated financing from RCS/TIG Holdings LLC, an entity controlled by Executive Chairman Ray Stachowiak.
ADC Therapeutics reported second-quarter 2026 net product revenue of $18.6 million, up from $18.1 million a year earlier, and a net loss of $16.6 million, or $0.11 per share, down from $56.6 million, or $0.50 per share. The company also said the FDA raised substantial concerns about the benefit-risk of the LOTIS-5 trial after a pre-sBLA meeting, and it is assessing its regulatory path, which affects shareholders' view of the future approval path for ZYNLONTA.
Q2 2026 net product revenue was $18.6 million versus $18.1 million in Q2 2025; six-month revenue was $38.7 million versus $35.5 million.
Q2 2026 net loss was $16.6 million ($0.11 per share) versus $56.6 million ($0.50 per share) a year earlier; total operating expenses fell 29% to $44.7 million.
The FDA noted substantial concerns about the LOTIS-5 benefit-risk profile; the company plans to provide an update on regulatory strategy and timing in the near future.
Cash and cash equivalents were $219.1 million at June 30, 2026, down from $261.3 million at December 31, 2025; the company expects a cash runway at least into 2028.
Lifeway Foods reported second-quarter 2026 net sales of $66.9 million, up 24.1% from a year earlier and its highest quarterly total on record. Net income fell to $0.1 million, or $0.01 per diluted share, from $4.3 million, or $0.28 per share, as gross profit margin dropped to 19.5% from 28.6% on higher milk, packaging and transportation costs. Management said it expects gross margin and profitability to fully recover in 2027, but the filing gives no numeric forecast.
Net sales rose 24.1% year-over-year to $66.9 million, $3.9 million above the prior quarterly record.
Net income was $0.1 million, or $0.01 per diluted share, versus $4.3 million, or $0.28 per diluted share, a year earlier.
Gross profit margin fell to 19.5% from 28.6%, which the company attributes mainly to elevated milk prices.
Management expects gross margin and profitability to fully recover in 2027.
ADI Global Distribution reported results for the quarter ended July 4, 2026, following its spin-off from Resideo on August 3, 2026. Net revenue rose 1% to a record $1,286 million and net income was $6 million, compared with a net loss of $283 million a year earlier, but income from operations fell 56% to $25 million and adjusted EBITDA fell 9% to $86 million. The company also issued its first standalone 2026 outlook, calling for full-year net revenue of $4,950 million to $5,000 million and adjusted standalone EBITDA (estimate) of $275 million to $295 million.
Net revenue of $1,286 million, up 1% year-over-year, with average daily sales growth of 2%
Net income of $6 million versus a net loss of $283 million in the prior-year quarter, which included a $331 million Indemnification Agreement expense
Income from operations of $25 million, down 56% from $57 million; adjusted EBITDA of $86 million, down 9% from $95 million
Full-year 2026 outlook: net revenue of $4,950 million to $5,000 million; adjusted standalone EBITDA (estimate) of $275 million to $295 million
Legence Corp. reported record second-quarter 2026 revenue of $1.26 billion, up 110.7% from a year earlier, and raised its full-year 2026 revenue and Adjusted EBITDA guidance. The company still posted a net loss attributable to Legence of $27.8 million, or $0.37 per diluted share, after $41.1 million in goodwill and long-lived asset impairments, and its gross margin fell to 17.4% from 21.5%. For shareholders, the filing shows strong top-line growth and higher outlook alongside a wider GAAP loss and lower margins.
Net loss attributable to Legence was $27.8 million, or $0.37 per diluted share, compared with a net loss of $5.3 million in the second quarter of 2025.
Non-GAAP Adjusted EBITDA was $154.6 million, up 114.1% from $72.2 million a year earlier.
Goodwill impairment of $21.6 million and long-lived asset impairment of $19.5 million were recorded in the quarter.
Full-year 2026 revenue guidance was raised to $4.7 billion to $4.8 billion from $4.1 billion to $4.3 billion, and Adjusted EBITDA guidance to $565 million to $585 million from $470 million to $490 million.
Pelthos reported second quarter 2026 net product revenue for Zelsuvmi of $15.4 million, up 45% from the first quarter, and a net loss of $23.4 million, narrower than the restated $25.1 million loss for the first quarter. The company also said its previously issued first quarter 2026 financial statements should no longer be relied upon and should be restated, and its stockholders' equity was a deficit of $(1.5) million at June 30, 2026.
Q2 2026 net product revenue was $15.4 million, up from $10.7 million in Q1 2026, a 45% increase
Q2 2026 net loss was $(23.4) million versus a restated $(25.1) million in Q1 2026; Adjusted EBITDA was $(5.7) million versus $(8.0) million
Q1 2026 financial statements should no longer be relied upon, per a separate Item 4.02 filing referenced in this 8-K
Total stockholders' equity was $(1.5) million at June 30, 2026, compared with $38.9 million at December 31, 2025; cash was $24.2 million
Zenas BioPharma reported a second-quarter 2026 net loss of $111.5 million, up from $52.2 million a year earlier, as research and development and acquired in-process research costs rose. The company also said CFO Jennifer Fox will move to a strategic advisor role to the Board Chair on September 30, 2026, and that Christy Oliger was appointed to the board effective September 1, 2026.
Q2 2026 revenue was $1.0 million, tied to a development milestone, versus none in Q2 2025.
R&D expenses rose to $62.9 million from $43.0 million, and acquired in-process R&D expenses were $30.0 million.
Cash, cash equivalents and investments were $673.9 million as of June 30, 2026.
Joe Farmer, President and COO, will serve as principal financial and accounting officer until a CFO is appointed.
BioStem Technologies reported second quarter 2026 results on August 12, 2026, with net revenue of $7.9 million, up 29% from $6.1 million in the first quarter but down from $11.0 million in the second quarter of 2025. The company raised its full-year 2026 revenue guidance to $26 million to $29 million, but posted a GAAP net loss of $9.0 million, or $0.52 per share, and cash and cash equivalents fell to $7.0 million at June 30, 2026.
Net revenue of $7.9 million, up 29% from $6.1 million in Q1 2026 and down from $11.0 million in Q2 2025
GAAP net loss of $9.0 million, or $0.52 per share, versus net income of $10,613 in Q2 2025; gross margin 61% versus 94% a year earlier
Full-year 2026 revenue guidance raised to $26 million to $29 million from $25 million to $29 million
Cash and cash equivalents of $7.0 million at June 30, 2026, compared with $13.7 million at the end of Q1 2026
Park Dental Partners reported second-quarter 2026 revenue up 5.1% to $66.2 million, but net income fell 47.5% to $1.3 million, or $0.22 per diluted share, from $2.6 million, or $1.45, a year earlier. The company also issued full-year 2026 outlook of $256.0 million to $260.0 million in revenue and $21.0 million to $23.0 million in Adjusted EBITDA, excluding the pending Village Family DSO acquisition.
Q2 2026 revenue rose 5.1% to $66.2 million; Adjusted EBITDA fell 1.7% to $7.4 million.
Q2 2026 diluted EPS was $0.22 versus $1.45 in Q2 2025; adjusted diluted EPS was $0.66 versus $1.88.
2026 outlook: revenue $256.0 million to $260.0 million; Adjusted EBITDA $21.0 million to $23.0 million, compared with 2025 actual revenue of $244.5 million and Adjusted EBITDA of $22.0 million.
Entered a definitive agreement to acquire Village Family DSO, expected to close later this year; the outlook does not include it.
Fossil Group reported fiscal second-quarter 2026 net sales of $209.7 million, down 4.9% from $220.4 million a year earlier, and a net loss of $10.6 million, or $0.18 per diluted share, versus a $2.3 million loss, or $0.04 per share, in the prior-year quarter. The company also raised its full-year 2026 outlook, now calling for worldwide net sales to decline 3% to 5% and an adjusted operating margin of 4% to 6%, with positive free cash flow.
Gross margin rose 490 basis points to 62.4%, but operating expenses rose 7.9% to $127.6 million.
Operating income was $3.2 million, compared with $8.5 million in the second quarter of 2025; constant currency adjusted operating income was $8.6 million, compared with $4.3 million in the prior-year quarter.
Cash and cash equivalents were $79.0 million at July 4, 2026, and total debt was $203.0 million.
Full-year guidance: worldwide net sales down 3% to 5%, with a return to growth expected in the fourth quarter.
Infleqtion reported second-quarter 2026 revenue of $12.6 million, up 116% year over year, and raised its full-year 2026 revenue outlook to approximately $43 million. The net loss widened to $25.5 million from $8.8 million a year earlier, and the company ended the quarter with $582 million in cash, cash equivalents, restricted cash and available-for-sale securities and no debt.
Q2 2026 revenue was $12.6 million, up 116% year over year; the company said growth was 100% organic and entirely from quantum
GAAP operating loss was $30.6 million, compared with $10.1 million in Q2 2025; non-GAAP operating loss was $17.0 million, compared with $7.3 million
2026 revenue outlook was raised to approximately $43 million, and the 30 logical qubit target was reiterated
Results included a $27.4 million temporary working-capital benefit from payroll taxes not yet remitted; the company expects to remit it in Q3
BitGo reported second-quarter 2026 revenue of $4.3 billion, up 79.6% from a year earlier, but swung to a net loss of $19.0 million from a net income of $38.3 million in Q2 2025. The same day, CFO Edward Reginelli said he will resign effective September 15, 2026, and the company has started a search for his successor.
Total revenue of $4.3 billion in Q2 2026, up 79.6% year-over-year and 14.7% sequentially, driven mainly by Digital Asset Sales
Net loss of $19.0 million, or $(0.16) per share, compared with net income of $38.3 million in Q2 2025, mainly due to an $18.8 million unrealized loss on digital assets
Adjusted EBITDA loss of $4.2 million; the company authorized a share repurchase program of up to $50 million
CFO Edward Reginelli to resign effective September 15, 2026, then serve in an advisory role during the transition
Omeros reported second-quarter 2026 net product revenue of $28.5 million for YARTEMLEA, up from $9.9 million in the first quarter, and an operating gain of $0.1 million after a $17.4 million operating loss in the first quarter. GAAP net income fell to $13.2 million, or $0.18 per share, from $56.1 million in the first quarter, which included a larger $73.1 million non-cash gain. The company also completed July repurchases that cut its 2029 Notes principal to about $40.3 million and reduced potential conversion shares.
Net revenue of $28.5 million in Q2 2026 versus $9.9 million in Q1 2026; gross revenue was $32.2 million
Net income of $13.2 million ($0.18 per share) versus $56.1 million in Q1, with non-cash gains of $11.5 million in Q2 and $73.1 million in Q1
Non-GAAP adjusted net income of $1.8 million ($0.02 per share) in Q2 versus an adjusted net loss of $17.1 million in Q1
Cash and short-term investments of $132.0 million at June 30, 2026; 2029 Notes repurchases totaled $60.2 million in July 2026
Cerebras reported second-quarter 2026 GAAP total revenue of $180.1 million, up 74% from a year earlier, and core revenue of $209.9 million, up 103%. The company posted a GAAP net loss of $450.5 million, compared with net income of $309.5 million a year earlier, which included a $363.3 million forward contract benefit. It raised its full-year 2026 core revenue outlook to $880 million to $890 million.
GAAP total revenue was $180.1 million, up 74% year over year; core total revenue was $209.9 million, up 103%.
GAAP net loss was $450.5 million, or $2.98 per share, versus net income of $309.5 million, or $1.91 diluted per share, in Q2 2025.
Full-year 2026 core revenue outlook raised to $880 million to $890 million; Q3 2026 core revenue expected at $214 million to $216 million.
Remaining performance obligations were $25.4 billion as of June 30, 2026.
Grocery Outlet reported second-quarter fiscal 2026 net sales up 1.1% to $1.19 billion and GAAP net income of $5.6 million, or $0.06 per diluted share, versus $5.0 million a year earlier. Adjusted net income fell to $20.3 million from $22.8 million, and the first half included a $158.0 million goodwill impairment that produced a net loss of $174.7 million. The company narrowed its fiscal 2026 guidance, raising the low end of its adjusted EBITDA and adjusted diluted EPS ranges.
Q2 net sales rose 1.1% to $1.19 billion, but comparable store sales fell 0.3% and gross margin declined to 30.2% from 30.6%.
First-half net loss of $174.7 million, or $(1.77) per diluted share, reflects a $158.0 million non-cash goodwill impairment recorded in Q1.
Fiscal 2026 guidance now calls for adjusted EBITDA of $225 million to $235 million (previously $220 million to $235 million) and diluted adjusted EPS of $0.51 to $0.55 (previously $0.45 to $0.55).
CVD Equipment reported second-quarter 2026 results that were driven by the April 1, 2026 sale of its SDC division for $17.4 million. Net income of $12.6 million included a $13.9 million gain on the divestiture, while revenue from continuing operations fell 42.6% to $2.0 million and the continuing-operations loss widened. Shareholders should note that a customer tied to a $0.8 million system order has filed a prepackaged Chapter 11 case, which the company is still evaluating.
Revenue from continuing operations was $2.0 million, down 42.6% from the prior-year quarter.
Net loss from continuing operations was $1.4 million, or $0.20 per share, versus $0.19 per share a year earlier.
Net income of $12.6 million included a $13.9 million gain on the SDC divestiture; cash rose to $23.5 million with no long-term debt.
A customer tied to a $0.8 million system order filed a prepackaged Chapter 11 case after quarter-end; backlog was $3.9 million at June 30, 2026.
Applied Aerospace & Defense reported record second-quarter 2026 revenue of $167.3 million, up 47.4% from a year earlier, and record Adjusted EBITDA of $36.4 million. The company also reported a net loss of $154.0 million, mainly from share-based compensation and transaction expenses tied to its June 2026 initial public offering. The company gave full-year 2026 guidance of $670 million to $690 million in revenue and $150 million to $155 million in Adjusted EBITDA.
Q2 2026 revenue was $167.3 million, up from $113.5 million in Q2 2025; net loss was $154.0 million, or $1.04 per share, versus a net loss of $4.7 million, or $0.05 per share, a year earlier.
Share-based compensation expense was $110.1 million in the quarter, and transaction costs were $5.2 million.
Adjusted EBITDA was $36.4 million, up 38.5%, with an Adjusted EBITDA margin of 21.8% versus 23.2% a year earlier.
Full-year 2026 outlook: revenue of $670 million to $690 million and Adjusted EBITDA of $150 million to $155 million; backlog was $1.13 billion as of June 30, 2026.
Octave Intelligence reported second quarter 2026 total revenue of $398 million, down 4% year over year, while annualized recurring revenue rose 7% to $1,143 million. A $2,135 million non-cash impairment charge drove a net loss of $1,971 million, or $7.34 per share, though adjusted EPS was flat at $0.36 and free cash flow was $93 million. The company says the charges did not affect cash flows or debt covenant compliance, and it gave initial full-year 2026 revenue guidance of $1,635 million to $1,665 million.
Q2 2026 total revenue was $398 million, down from $413 million a year earlier; recurring revenue rose 6% to $283 million.
Net loss was $1,971 million (EPS of -$7.34), including a $1,671 million goodwill impairment and a $464 million trademark impairment.
Adjusted EPS was $0.36, the same as Q2 2025; free cash flow was $93 million.
Initial guidance: Q3 2026 revenue of $400 million to $410 million and full-year 2026 revenue of $1,635 million to $1,665 million.
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