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).
SentinelOne reported second-quarter fiscal 2027 revenue of $292 million, up 21% from a year earlier, and said it exceeded its guidance. The company raised its fiscal 2027 revenue and non-GAAP operating income outlook, but it still reported a GAAP net loss of $93.4 million for the quarter.
Q2 revenue was $292 million, up from $242 million; annualized recurring revenue (ARR) grew 22% to $1.218 billion as of July 31, 2026.
Fiscal 2027 revenue guidance is now $1.202 billion to $1.207 billion; non-GAAP operating income guidance is $124 million to $128 million.
GAAP net loss was $93.4 million, or $(0.27) per share, versus $(0.22) a year earlier; non-GAAP diluted EPS was $0.08, versus $0.04.
Cash, cash equivalents and investments totaled $813 million as of July 31, 2026.
Marvell reported record second-quarter fiscal 2027 net revenue of $2.739 billion, up 37% from a year earlier and $39.0 million above the midpoint of its May 27, 2026 guidance. GAAP net income was $308.0 million, or $0.33 per diluted share, compared with $194.8 million, or $0.22, a year earlier. The company said it is again raising its revenue outlook for fiscal 2027 and fiscal 2028, and it expects third-quarter revenue of $3.150 billion, plus or minus 5%.
Data center revenue was $2.171 billion, up 46% year over year, while communications and other revenue was $567.8 million, up 10%.
Q2 non-GAAP diluted EPS was $0.94, compared with $0.67 a year earlier; GAAP diluted EPS was $0.33.
Third-quarter outlook: net revenue of $3.150 billion plus or minus 5%, and non-GAAP diluted EPS of $1.10 plus or minus $0.05.
Marvell will hold an Investor Day on October 6, 2026.
Autodesk reported second-quarter fiscal 2027 revenue of $2.05 billion, up 16% year over year, and GAAP diluted earnings per share of $2.33 versus $1.46 a year earlier. The company raised its fiscal 2027 billings and revenue growth guidance, citing higher underlying growth expectations and the contribution from the MaintainX acquisition, while keeping its non-GAAP operating margin guidance unchanged.
Q2 revenue of $2,046 million, up 16% (14% in constant currency); billings of $1,854 million, up 10%
GAAP diluted EPS of $2.33 versus $1.46 a year earlier; non-GAAP EPS of $3.30, up $0.68 year over year
FY27 revenue guidance of $8,295 million to $8,345 million; non-GAAP operating margin guidance unchanged at about 39%
FY27 free cash flow guidance narrowed to $2,725 million to $2,750 million, including about $45 million of MaintainX transaction expenses
Workday reported fiscal 2027 second-quarter total revenues of $2.649 billion, up 12.8% year over year, and non-GAAP diluted earnings per share of $2.75, up from $2.21. The company raised its fiscal 2027 non-GAAP operating margin guidance to 31.0% and authorized an open-ended repurchase of up to $4.0 billion of Class A common stock.
Total revenues of $2.649 billion, up 12.8%; subscription revenues of $2.471 billion, up 13.9%
GAAP diluted net income per share of $2.57 includes a $1.52 per share tax benefit tied to an intellectual property transfer; non-GAAP figure was $2.75
Fiscal 2027 subscription revenue guidance of $9.940 billion to $9.950 billion; non-GAAP operating margin guidance raised to 31.0%
Operating cash flow was $520 million versus $616 million a year earlier; free cash flow was $460 million versus $588 million
HealthEquity reported second-quarter results for the period ended July 31, 2026, with revenue up 8%, net income up 10% and GAAP diluted earnings per share of $0.78, compared with $0.68 a year earlier. The company also raised its fiscal 2027 guidance, now expecting revenue of $1.411 billion to $1.421 billion and GAAP net income of $2.88 to $2.96 per diluted share.
Q2 revenue rose 8% to $350.7 million; net income rose 10% to $65.6 million
Adjusted EBITDA rose 11% to $167.0 million, with margin at 48% versus 46% a year earlier
Fiscal 2027 outlook: revenue $1.411 billion to $1.421 billion; non-GAAP EPS $4.66 to $4.73
Repurchased $108.1 million of stock in the quarter; $948.4 million remained authorized as of July 31, 2026
Best Buy reported second-quarter fiscal 2027 revenue of $9.78 billion, up from $9.44 billion a year earlier, and diluted EPS of $1.48, up from $0.87. The company raised its full-year FY27 adjusted diluted EPS guidance to $6.70 to $6.90 from $6.30 to $6.60, and also announced that Jason Bonfig will succeed Corie Barry as CEO effective November 1, 2026.
Q2 enterprise comparable sales rose 4.1%, with Domestic up 4.5% and International down 1.8%.
Diluted EPS was $1.48 versus $0.87; adjusted diluted EPS was $1.47 versus $1.28.
FY27 revenue guidance raised to $42.3 billion to $42.8 billion from $41.2 billion to $42.1 billion.
Quarterly dividend of $0.96 per share is payable October 8, 2026, to holders of record on September 17, 2026.
Dollar General reported second-quarter fiscal 2026 net sales up 5.2% to $11.3 billion, operating profit up 29.2% to $769.2 million and diluted EPS up 33.3% to $2.48. The company raised its fiscal 2026 diluted EPS guidance to $7.80 to $8.00 from $7.20 to $7.45, including an estimated $0.25 benefit from tariff refunds in the second quarter, and said it expects to resume share repurchases in the second half of the year.
Same-store sales rose 3.5%, with customer traffic up 2.0% and average transaction amount up 1.5%
Fiscal 2026 diluted EPS guidance is $7.80 to $8.00, up from $7.20 to $7.45 previously
Board declared a quarterly dividend of $0.59 per share, payable on or before October 20, 2026, to holders of record on October 6, 2026
Share repurchases of up to $700 million planned for fiscal 2026; $1.4 billion remained under the authorization at the end of the quarter
Burlington Stores reported second-quarter fiscal 2026 total sales up 11% to $3.0 billion and net income of $184 million, or $2.88 per diluted share, versus $94 million, or $1.47, a year earlier. The results include $55 million in tariff refunds, which the company plans to reinvest in lower prices in the second half, and the company raised its full-year Adjusted EPS guidance to $11.77 to $11.97.
Total sales rose 11% to $2,998 million; comparable store sales rose 2%
Net income was $184 million, or $2.88 per diluted share, vs. $94 million, or $1.47, a year earlier
Adjusted EPS was $2.37 excluding tariff refunds and certain bankruptcy acquired lease expenses, up 38% from $1.72
Fiscal 2026 guidance now calls for comparable store sales growth of 3% to 4% and Adjusted EPS of $11.77 to $11.97
Dollar Tree reported fiscal 2026 second-quarter net sales of $4.9 billion, up 7.0%, and diluted EPS of $2.70, compared with $0.75 a year earlier from continuing operations. The company raised its fiscal 2026 adjusted EPS outlook to $7.70 to $8.05, and both figures include tariff refund benefits that the company says are partly reinvested.
Q2 net sales rose 7.0% to $4.9 billion; comparable store net sales rose 3.7%, with traffic up 0.4%.
Q2 diluted EPS was $2.70, including a $1.31 benefit from the net impact of tariff refunds.
Fiscal 2026 adjusted diluted EPS outlook raised to $7.70 to $8.05, including an approximate $0.60 tariff refund benefit.
Q3 fiscal 2026 adjusted EPS outlook is $0.80 to $0.95, including a $0.50 impact from tariff refund reinvestments.
Synopsys reported third-quarter fiscal 2026 revenue of $2.477 billion, up from $1.740 billion a year earlier, and GAAP earnings of $2.84 per diluted share versus $1.50. The company raised its full-year fiscal 2026 revenue and non-GAAP EPS expectations, citing AI-driven demand, which signals stronger expected results for shareholders.
Q3 revenue was $2.477 billion versus $1.740 billion in Q3 fiscal 2025.
Q3 non-GAAP EPS was $3.91 versus $3.39; GAAP EPS was $2.84 versus $1.50.
Full-year fiscal 2026 revenue midpoint raised to $9.715 billion; non-GAAP EPS midpoint raised to $15.07.
Q4 fiscal 2026 non-GAAP EPS target range is $4.10 to $4.16 on revenue of $2.530 billion to $2.580 billion.
NVIDIA reported second-quarter fiscal 2027 revenue of $96.2 billion, up 106% from a year ago, and GAAP diluted earnings per share of $2.46 versus $1.08 a year earlier. It expects third-quarter revenue of $108.0 billion, plus or minus 2%, and returned about $26.0 billion to shareholders during the quarter. Shareholders see strong growth in both sales and profit, though GAAP net income includes $7.8 billion of net gains from equity securities.
Q2 fiscal 2027 revenue of $96.2 billion, up 106% from a year ago and 18% from the prior quarter
GAAP diluted EPS of $2.46 vs. $1.08 a year ago; non-GAAP diluted EPS of $2.22 vs. $1.01
Q3 fiscal 2027 revenue outlook of $108.0 billion, plus or minus 2%, assuming no Data Center compute revenue from China
About $26.0 billion returned to shareholders; $99.0 billion remaining under buyback authorization; $0.25 dividend payable October 1, 2026
HP reported fiscal third-quarter 2026 net revenue of $15.7 billion, up 12.5% from a year earlier, and non-GAAP diluted EPS of $0.83, up 11%. GAAP diluted EPS fell 11% to $0.71 from $0.80, and both figures include an $0.11 benefit from tariff refunds. HP raised its fiscal 2026 non-GAAP EPS and free cash flow outlook, which matters to shareholders because it signals stronger expected full-year profit and cash generation.
Q3 net revenue was $15.7 billion, up 12.5% from $13.9 billion in the prior-year quarter.
Non-GAAP diluted EPS was $0.83, up from $0.75; GAAP diluted EPS was $0.71, down from $0.80.
Fiscal 2026 non-GAAP diluted EPS outlook raised to $3.19 to $3.29; GAAP outlook raised to $2.52 to $2.62.
Fiscal 2026 free cash flow outlook raised to $3.0 to $3.2 billion; Q3 returned $0.6 billion to shareholders.
Veeva reported second-quarter fiscal 2027 total revenues of $928.0 million, up 18% from a year earlier, with GAAP diluted net income per share of $1.66 versus $1.19. The company said its full-year view improved and issued updated fiscal 2027 guidance, which points to higher revenue and non-GAAP earnings per share for shareholders.
Q2 total revenues $928.0 million, up 18%; subscription revenues $766.8 million, up 16%
GAAP diluted EPS $1.66 vs. $1.19 a year ago; non-GAAP diluted EPS $2.35 vs. $1.99
Fiscal 2027 guidance: total revenues $3,682 million to $3,687 million; non-GAAP diluted EPS of approximately $9.21
Fiscal third-quarter guidance: total revenues $932 million to $935 million; non-GAAP diluted EPS $2.33 to $2.34
Agilent reported third-quarter fiscal 2026 revenue of $1.88 billion for the quarter ended July 31, 2026, up 8.1% from a year earlier, with GAAP EPS of $1.28 versus $1.18. The company raised its fiscal 2026 non-GAAP EPS guidance to $6.18 to $6.21 and its revenue guidance to $7.49 billion to $7.51 billion, so both headline results and forward expectations moved higher for shareholders.
Q3 revenue was $1.88 billion, up 8.1% reported and 7.3% core; GAAP net income was $362 million, or $1.28 per share.
Non-GAAP EPS was $1.62, up 18% from the year-ago quarter, including a $0.06 net benefit from tariff refunds.
Fiscal 2026 non-GAAP EPS is now expected at $6.18 to $6.21, an increase of 15 cents at the midpoint.
Fourth-quarter 2026 revenue is expected at $1.98 billion to $2.0 billion, with non-GAAP EPS of $1.71 to $1.74 and no future tariff refund benefit assumed.
Salesforce reported second-quarter fiscal 2027 revenue of $11.3 billion, up 11% from a year earlier, including a $456 million contribution from Informatica. GAAP diluted net income per share was $4.29, versus $1.96 a year earlier, and included a $2.43 per share gain on strategic investments. The company raised its full-year fiscal 2027 revenue guidance to $46.1 billion to $46.4 billion, a change that includes pending acquisitions of Contentful and Fin.
Q2 FY27 revenue of $11.3 billion, up 11% Y/Y; Informatica contributed $456 million
GAAP diluted net income per share of $4.29 vs. $1.96 a year earlier; non-GAAP diluted EPS of $5.90
Full-year FY27 revenue guidance raised to $46.1 billion to $46.4 billion; the $200 million raise includes pending Contentful and Fin acquisitions
Third-quarter FY27 revenue guidance of $11.42 billion to $11.5 billion; final ASR settlement expected in October 2026
Williams-Sonoma reported second-quarter 2026 net revenues of $1.96 billion, up 6.7% from a year earlier, with comparable brand revenue up 6.2%. GAAP diluted EPS was $2.84 versus $2.00, and non-GAAP diluted EPS was $2.10, up 5%, after excluding tariff refund items, and the company raised its full-year 2026 outlook for net revenues, comparable sales and non-GAAP operating margin.
Q2 net revenues $1,959.8 million vs. $1,836.8 million a year earlier; comparable brand revenue +6.2%
GAAP diluted EPS $2.84 vs. $2.00; non-GAAP diluted EPS $2.10 vs. $2.00, including a $167.8 million tariff refund income reduction to cost of goods sold
Fiscal 2026 outlook raised: net revenues +4.7% to +7.2%, comps +4.0% to +6.5%, non-GAAP operating margin 17.8% to 18.2%
Outlook excludes any benefit from tariff refunds or related interest; quarterly results remain preliminary until the Form 10-Q is filed
Abercrombie & Fitch reported second-quarter fiscal 2026 net sales of $1.3 billion, up 5% from a year earlier, and diluted EPS of $4.17 versus $2.91 a year ago. The quarter includes about $100 million of IEEPA tariff refunds, worth $1.75 per diluted share, and the company raised its full-year EPS outlook to $13.10 to $13.60 from $10.20 to $11.00.
Q2 net sales $1.3 billion, up 5%; comparable sales flat
Operating margin 19.9% vs 17.1% a year ago; includes about $100 million tariff refund benefit
Full-year EPS outlook raised to $13.10 to $13.60; share repurchases at least $500 million vs around $450 million previously
Q3 outlook: net sales growth 5% to 6%, EPS $2.90 to $3.20
Dycom reported record fiscal 2027 second-quarter contract revenue of $2.006 billion, up 45.6% from a year earlier, with net income of $115.6 million, or $3.81 per diluted share, versus $3.33 a year earlier. The company raised its full-year fiscal 2027 contract revenue outlook to $7.48 billion to $7.66 billion, though it also deferred about $150 million of Communications wireless program revenue into fiscal 2028.
Q2 contract revenues were $2.006 billion, up 45.6%, or 16.7% organically, versus the quarter ended July 26, 2025.
Q2 net income was $115.6 million, or $3.81 per diluted share, compared with $97.5 million, or $3.33, a year earlier.
Full-year fiscal 2027 contract revenue outlook is $7.48 billion to $7.66 billion; third-quarter contract revenue is expected at $1.90 billion to $1.98 billion.
The acquisition of National Technology Integrators was completed in the quarter and contributed about $22.9 million of revenue.
J.M. Smucker reported first-quarter fiscal 2027 net sales of $2.2 billion, up 5%, and GAAP net income per diluted share of $3.03, compared with a loss of $0.41 a year earlier. The company raised its full-year fiscal 2027 adjusted earnings per share guidance to $10.50 to $11.00 from $9.75 to $10.25, and its free cash flow outlook to $1.1 billion from $1.0 billion, with the adjusted EPS figures including tariff refunds received in the quarter.
Net sales were $2,219.3 million, up $106.0 million or 5% from $2,113.3 million a year earlier.
GAAP net income per diluted share was $3.03; adjusted EPS was $3.24, up 71% from $1.90, including an $0.84 benefit from tariff refunds.
Fiscal 2027 adjusted EPS guidance is $10.50 to $11.00, up from $9.75 to $10.25; net sales are now expected to decrease 1.0% to 2.0%, versus the prior decrease of 3.0% to 4.0%.
Free cash flow for the quarter was $337.3 million, compared with negative $94.9 million a year earlier.
nCino reported second-quarter fiscal 2027 results for the period ended July 31, 2026, with total revenues up 8% and GAAP operating income of $13.6 million, compared with a $9.3 million loss a year earlier. The board also authorized an additional $100 million stock repurchase program, and the company issued revenue and profit guidance for the third quarter and fiscal 2027.
Total revenues were $161.0 million, up 8% from $148.8 million; subscription revenues were $143.5 million, up 10%.
GAAP income from operations was $13.6 million versus a $9.3 million loss in the prior-year quarter; non-GAAP operating income was $40.8 million, up 36%.
The board authorized a new repurchase program of up to $100 million of common stock, following $300 million in repurchases since April 2025.
Third-quarter total revenues are guided to $161.25 million to $163.25 million; fiscal 2027 total revenues are guided to $644.0 million to $647.0 million.
Semtech reported second-quarter fiscal 2027 results for the quarter ended July 26, 2026, with net sales of $341.9 million, up 33% from a year earlier and up 17% from the prior quarter. GAAP net income was $160.1 million, which included a $101.4 million income tax benefit, compared with a net loss of $27.1 million a year earlier. The company also guided third-quarter net sales to $410.0 million plus or minus $5.0 million and adjusted diluted EPS to $1.05 plus or minus $0.03.
Net sales of $341.9 million, up from $257.6 million in Q2 FY2026 and $291.0 million in Q1 FY2027.
GAAP diluted EPS of $1.59, compared with a loss of $0.31 a year earlier; the quarter included a $101.4 million tax benefit.
Non-GAAP adjusted diluted EPS of $0.71, up from $0.41 in Q2 FY2026.
Q3 FY2027 outlook: net sales of $410.0 million plus or minus $5.0 million; adjusted diluted EPS of $1.05 plus or minus $0.03.
BJ's Wholesale Club reported second-quarter fiscal 2026 net sales of $6.09 billion, up 15.9%, and diluted EPS of $1.36, up from $1.14 a year earlier. The company raised its full-year fiscal 2026 adjusted EPS outlook to $4.60 to $4.80, and Chief Commercial Officer Paul Cichocki is retiring effective August 21, 2026.
Q2 net sales $6.09 billion, up 15.9%; diluted EPS $1.36 versus $1.14 a year earlier
Comparable club sales rose 11.9%, or 3.1% excluding gasoline sales
Fiscal 2026 adjusted EPS outlook raised to $4.60 to $4.80; capital expenditures of approximately $800 million expected
Chief Commercial Officer Paul Cichocki retires effective August 21, 2026, and serves as part-time advisor through October 1, 2026
Ross Stores reported second-quarter fiscal 2026 sales of $6.3 billion, up 13%, with comparable store sales up 10%. Diluted earnings per share were $2.66 versus $1.56 a year earlier, including an approximate $0.60 benefit from $253 million in IEEPA tariff refunds, and the company raised its third- and fourth-quarter and full-year 2026 earnings per share projections.
Q2 sales $6.3 billion, up 13% from $5.5 billion; comparable store sales up 10%
Diluted EPS $2.66 vs. $1.56 a year ago, including about $0.60 from tariff refunds; prior guidance was $1.85 to $1.93
Fiscal 2026 EPS projection raised to $8.61 to $8.77; Q3 comparable sales guidance 6% to 7%, Q4 4% to 5%
2026 new store plan raised to 115 locations; company remains on track to repurchase $1.275 billion of stock in fiscal 2026
Deere reported third-quarter fiscal 2026 net income of $1.379 billion, or $5.10 per share, up from $1.289 billion, or $4.75 per share, a year earlier, on net sales and revenues up 5% to $12.608 billion. The company now forecasts fiscal 2026 net income of $4.75 billion to $5.00 billion, and nine-month net income fell 4% to $3.808 billion, so shareholders see a stronger quarter but a lower year-to-date profit.
Q3 net income $1.379 billion ($5.10 per share) vs. $1.289 billion ($4.75 per share) in Q3 2025
Q3 net sales and revenues rose 5% to $12.608 billion; nine-month net income fell 4% to $3.808 billion
Fiscal 2026 net income forecast set at $4.75 billion to $5.00 billion
TJX reported second-quarter fiscal 2027 net sales of $15.2 billion, up 5%, with comparable sales up 4% and diluted earnings per share of $1.36, up 24% from $1.10. The company raised its full-year fiscal 2027 pretax profit margin and diluted EPS outlook, to $5.31 to $5.36 per share. Q2 results include a net benefit from IEEPA tariff refunds, so adjusted diluted EPS was $1.22, up 11%.
Q2 net sales $15.2 billion, up 5%; comparable sales up 4%, with Marmaxx at +1% and HomeGoods at +7%
Q2 diluted EPS $1.36 vs. $1.10 a year earlier; adjusted diluted EPS $1.22 excluding a $.14 net tariff refund benefit
Full-year fiscal 2027 diluted EPS outlook raised to $5.31 to $5.36; adjusted outlook $5.15 to $5.20
Returned $1.3 billion to shareholders in Q2 through buybacks ($798 million) and dividends ($529 million)
Estée Lauder reported fiscal 2026 results for the year ended June 30, 2026, with net sales up 5% to $15.0 billion and diluted earnings of $0.50 per share, compared with a loss of $3.15 per share a year earlier, which included large impairment charges. The company affirmed its fiscal 2027 organic net sales growth outlook of 3% to 5% and raised its adjusted operating margin outlook to 12.7% to 13.5%.
Full-year net sales were $15.0 billion, up 5% as reported and up 3% organically.
Diluted earnings were $0.50 per share, versus a loss of $3.15 per share in fiscal 2025; adjusted diluted earnings were $2.51, up from $1.51.
Fiscal 2027 outlook: organic net sales growth of 3% to 5% affirmed; adjusted operating margin outlook raised to 12.7% to 13.5%.
Free cash flow was $1.32 billion, compared with $0.67 billion in the prior year.
Target reported second-quarter 2026 net sales of $26.5 billion, up 5.3 percent, and diluted EPS of $4.11 versus $2.05 a year earlier. The results include a $994 million tariff refund benefit worth $1.65 per share, and excluding refunds EPS rose 20 percent. Target raised its full-year 2026 net sales growth outlook to around 5 percent and set a full-year EPS range of $9.90 to $10.90, which includes the refund benefit.
Q2 net sales of $26.5 billion rose 5.3 percent; comparable sales grew 3.8 percent, with digital comparable sales up 8.7 percent.
Q2 operating income was $2.6 billion versus $1.3 billion last year, including the $994 million tariff refund benefit.
Full-year 2026 EPS guidance is $9.90 to $10.90, including about $1.65 of Q2 tariff refund benefit; the company excludes potential future refunds from guidance.
No stock was repurchased in Q2; about $8.3 billion remained under the repurchase program approved in August 2021.
Keysight reported preliminary third-quarter fiscal 2026 results for the period ended July 31, 2026, with revenue of $1.85 billion and GAAP net income of $397 million, or $2.30 per share, compared with $1.35 billion and $1.10 per share a year earlier. The company also expects fourth-quarter revenue of $1.930 billion to $1.950 billion and non-GAAP earnings of $3.34 to $3.40 per share.
Q3 revenue was $1.85 billion, up from $1.35 billion in the third quarter of 2025; orders were $2.09 billion.
GAAP diluted EPS was $2.30 versus $1.10 a year earlier; non-GAAP diluted EPS was $3.07 versus $1.72.
Fourth-quarter fiscal 2026 guidance: revenue of $1.930 billion to $1.950 billion and non-GAAP EPS of $3.34 to $3.40.
Free cash flow was $403 million in the quarter, compared with $291 million a year earlier.
Fabrinet reported record fourth-quarter fiscal 2026 revenue of $1,315.8 million, up from $909.7 million a year earlier, and GAAP diluted EPS of $3.83 versus $2.42. The company guided first-quarter fiscal 2027 revenue to $1.375 billion to $1.425 billion and non-GAAP diluted EPS to $4.10 to $4.25, and its Thai subsidiary took a term loan of about $75.0 million guaranteed by Fabrinet.
Q4 fiscal 2026 revenue of $1,315.8 million, up from $909.7 million; GAAP net income of $139.3 million versus $87.2 million
Fiscal 2027 first-quarter guidance: revenue of $1.375 billion to $1.425 billion; non-GAAP EPS of $4.10 to $4.25
On August 17, 2026, Fabrinet Co., Ltd. borrowed a THB 2.50 billion (about $75.0 million) term loan from Bank of Ayudhya, guaranteed by Fabrinet, to support capital expenditures
On August 11, 2026, the compensation committee raised CEO Seamus Grady's base salary to $1,500,000 and set his fiscal 2027 target bonus at $2,625,000
Replimune reported a fiscal first-quarter 2027 net loss of $69.8 million, or $0.72 per share, down from $86.7 million, or $0.95 per share, a year earlier, as research and development and selling, general and administrative expenses both fell. The company also said the FDA granted accelerated approval for TUDRIQEV on August 6, 2026, and expects product in the market within 60 days, while cash declined to $195.3 million at June 30, 2026.
Net loss was $69.8 million ($0.72 per share) for the quarter ended June 30, 2026, versus $86.7 million ($0.95 per share) a year earlier.
R&D expenses were $49.3 million versus $57.8 million, and SG&A expenses were $19.0 million versus $32.6 million.
Cash, cash equivalents and short-term investments were $195.3 million at June 30, 2026, down from $268.9 million at March 31, 2026; the company cites $141.0 million in net proceeds from an August 2026 stock issuance.
The FDA granted accelerated approval for TUDRIQEV on August 6, 2026; Michelle DiNapoli was appointed Chief Commercial Officer, effective August 18, 2026.
Bio Green Med Solution reported second quarter 2026 results on August 12, 2026, with $336,000 in fire safety product revenue and a net loss of $0.4 million, compared with a $1.3 million net loss a year earlier. The company also disclosed a June 2026 Business Combination Agreement under which Future NRG Sdn. Bhd. shareholders would receive more than 99% of the combined company, which would matter to shareholders if the exchange closes.
Revenue of $336,000 for the quarter ended June 30, 2026, versus no revenue in the prior-year period, following the September 2025 acquisition of Fitters Sdn. Bhd.
Net loss of $0.4 million, or $(0.08) per share from continuing operations, compared with $1.3 million, or $(0.93) per share, a year earlier.
June 2026 Business Combination Agreement with Future NRG Sdn. Bhd.; the Exchange can be terminated by either party if not closed by December 31, 2026.
Cash and cash equivalents of $3.8 million as of June 30, 2026; the company estimates current resources will fund planned expenditure into the first quarter of 2027.
Oxbridge Re Holdings reported net income of $176,000, or $0.02 per share, for the quarter ended June 30, 2026, compared with a net loss of $1.87 million a year earlier. The company recorded no underwriting losses in the quarter, and total revenue rose to $940,000 from $664,000, helped by $501,000 of SurancePlus management fee income. The filing also announced AI GridWorks, a new subsidiary to develop, own and operate AI data centers.
Q2 2026 net income was $176,000, or $0.02 per share, versus a net loss of $1.87 million, or $0.25 per share, in Q2 2025.
Net premiums earned fell to $368,000 from $582,000, while no underwriting losses were recorded in Q2 2026 compared with a full limit loss on one reinsurance contract in Q2 2025.
Restricted cash and cash equivalents rose $12.85 million to $19.82 million as of June 30, 2026, from $6.98 million at December 31, 2025.
AI GridWorks was launched after quarter-end to develop, own and operate AI data centers; the filing does not state its funding or capital commitment.
Intellicheck reported second-quarter 2026 revenue of $5.9 million, up 16% from a year earlier, and net income of $0.7 million, compared with a net loss of $0.3 million in the same quarter of 2025. The company also disclosed that a customer representing about 29% of first-half 2026 revenue is moving to a multi-source vendor setup and testing an alternative, which it expects to reduce transaction levels with that customer.
Q2 2026 revenue was $5.9 million, up 16% year over year and up 7% sequentially.
Net income was $0.7 million, or $0.03 per diluted share, versus a net loss of $0.3 million a year earlier; adjusted EBITDA was $1.1 million versus $0.1 million.
A customer that was about 29% of first-half 2026 revenue is shifting to a multi-source architecture; the main phase was scheduled to start in late July, and the company had not yet seen the planned volume reductions as of August 12, 2026.
The company had $11.8 million in cash and no debt at June 30, 2026.
Applied Materials reported record third-quarter fiscal 2026 revenue of $9.12 billion, up 25%, with GAAP diluted EPS of $3.17 (up 43%) and non-GAAP diluted EPS of $3.50 (up 41%). The company also forecast fourth-quarter revenue of $10.25 billion plus or minus $500 million and non-GAAP diluted EPS of $4.02 plus or minus $0.20, and said it is raising its calendar 2026 Semiconductor Systems revenue expectations.
Q3 revenue was $9.12 billion versus $7.30 billion a year earlier; GAAP net income was $2.54 billion.
Q3 GAAP gross margin was 50.3% and non-GAAP gross margin was 50.4%, a 13th consecutive quarter of year-over-year gross margin expansion.
Fourth-quarter fiscal 2026 outlook: total revenue of $10.25 billion (plus or minus $500 million) and non-GAAP diluted EPS of $4.02 (plus or minus $0.20).
In the quarter, the company returned $860 million to shareholders: $440 million in share repurchases and $420 million in dividends.
Applied Industrial Technologies reported fiscal 2026 fourth-quarter net sales of $1.4 billion, up 10.4%, and diluted EPS of $3.17, up from $2.80 a year earlier. It also set fiscal 2027 guidance for EPS of $11.65 to $12.15 and total sales growth of 4.0% to 6.5%, and raised its intermediate targets to $7 billion in sales and a 14% EBITDA margin over the next five years, which may matter to shareholders as a signal of expected earnings growth.
Q4 FY26 net sales $1.4 billion, up 10.4%; organic sales up 9.7%
Q4 FY26 net income $118.6 million, or $3.17 per diluted share, up from $2.80
FY27 guidance: EPS $11.65 to $12.15, total sales growth 4.0% to 6.5%, EBITDA margin 12.5% to 12.8%
Full-year FY26 purchases of treasury shares totaled $317.2 million; long-term debt fell to $262.3 million from $572.3 million
MeiraGTx reported second-quarter 2026 net income attributable to ordinary shareholders of $160.7 million, or $1.71 per diluted share, compared with a net loss of $38.8 million, or $0.48 per share, a year earlier. The result was driven mainly by $204.6 million of related-party license revenue from licenses granted to Reogen, while a $71.9 million loss on an equity method investee partly offset it.
Total revenue was $321.4 million for the quarter, versus $3.7 million in the second quarter of 2025.
License revenue of $204.6 million came from licenses granted to Reogen for the AAV-GAD and AAV-BDNF programs and the AAV-GAD delivery device.
Loss on equity method investee was $71.9 million, reflecting the company's share of Reogen's in-process research and development expenses.
Cash, cash equivalents and restricted cash were $145.4 million as of June 30, 2026.
MSG Sports reported fiscal fourth-quarter and full-year 2026 results, with revenue up 11% for the year to $1,153.8 million and operating income of $28.9 million, up from $14.8 million. The quarter swung to an operating income of $32.2 million from an operating loss of $22.6 million a year earlier, driven largely by playoff revenue after the New York Knicks won the 2025-26 NBA Championship. The company also said it expects to complete the proposed spin-off of its New York Rangers business by the end of October 2026, subject to conditions including board approval.
Q4 revenue of $278.7 million rose $74.8 million, or 37%, with playoff-related revenues up $66.9 million
Fiscal 2026 operating income of $28.9 million vs. $14.8 million; adjusted operating income of $58.7 million vs. $38.2 million
Fiscal 2026 net income of $7.8 million vs. a net loss of $22.4 million in fiscal 2025
Rangers spin-off expected by end of October 2026, subject to conditions including Company board approval
CorMedix reported second-quarter 2026 revenue of $101.9 million, up from $39.7 million a year earlier, and net income of $26.0 million, up from $19.8 million. The company kept its full-year 2026 revenue guidance of $325 million to $345 million and raised its adjusted EBITDA guidance to $125 million to $140 million, which matters to shareholders because it signals stronger expected profitability.
Q2 2026 revenue of $101.9 million: $66.1 million from DefenCath and $35.8 million from the acquired Melinta portfolio
Q2 2026 net income of $26.0 million, or $0.33 basic and $0.29 diluted per share, versus $19.8 million in Q2 2025
Adjusted EBITDA of $58.7 million in Q2 2026 versus $22.4 million a year earlier; full-year adjusted EBITDA guidance raised to $125 million to $140 million
Full-year 2026 revenue guidance maintained at $325 million to $345 million; cash and short-term investments of $256.7 million at June 30, 2026
Yesway reported second-quarter 2026 results for the period ended June 30, 2026, with net income rising to $29.7 million from $24.2 million a year earlier and Adjusted EBITDA up 35.0% to $70.9 million. The company raised its full-year 2026 Adjusted EBITDA outlook to $235 million to $245 million from $210 million to $220 million, which is a positive sign for shareholders, though $13.4 million of net income was attributable to non-controlling interest, leaving $16.3 million for Yesway, Inc.
Revenues rose to $920.8 million for the quarter from $677.7 million in the prior-year period.
Adjusted EBITDA increased 35.0% year-over-year to $70.9 million; Store Contribution rose 29.5% to $87.7 million.
Net income attributable to Yesway, Inc. was $16.3 million, or $0.21 basic and diluted EPS, after $13.4 million attributable to non-controlling interest.
Same-store inside merchandise sales growth and new store openings guidance were reaffirmed; the 29 Iowa and Kansas stores are expected to be sold by year-end 2026.
Alliance Laundry Holdings reported second-quarter 2026 net revenue of $477 million, up 7%, and net income of $69 million, up from $31 million a year earlier. The company raised its full-year 2026 Adjusted EBITDA growth guidance to +8% to 10%, from +7% to 8%, and now expects net leverage of 2.0x by year end. Revenue guidance was unchanged.
Q2 2026 net revenue was $477 million, up from $447 million, with Adjusted EBITDA up 12% to $134 million.
Net income was $69 million versus $31 million a year earlier; Adjusted Net income rose about 55% to $83 million.
2026 Adjusted EBITDA growth guidance raised to +8% to 10%; revenue growth guidance kept at +6% to 7%.
The company repaid $50 million of debt in the quarter, reducing net leverage to 2.4x; total debt was $1.25 billion as of June 30, 2026.
Tapestry reported fiscal 2026 fourth-quarter revenue of $1.88 billion, up 9% reported, and non-GAAP diluted EPS of $1.32, up 28%. The company also raised its quarterly dividend 16% to $0.4625 per share and issued a fiscal 2027 outlook calling for revenue of $8.4 billion to $8.5 billion and EPS of $7.80 to $7.90.
Q4 GAAP diluted EPS was $1.68, versus a loss of $(2.49) a year earlier; certain items added $0.36 to Q4 EPS, including IEEPA tariff refunds.
Full-year fiscal 2026 net sales were $8.00 billion, up 14%, and non-GAAP diluted EPS was $7.05, up 38%.
The Board approved a quarterly dividend of $0.4625 per share, payable September 21, 2026, to holders of record on September 4, 2026.
Tapestry expects to repurchase $1.35 billion of common stock in fiscal 2027 and first-quarter fiscal 2027 EPS of approximately $1.55.
YETI reported fiscal second quarter 2026 net sales up 9% to $483.9 million, and GAAP diluted EPS up 54% to $0.94. The company raised its 2026 adjusted EPS outlook to $2.94 to $3.00 from $2.83 to $2.89, while adjusted operating income fell 7% in the quarter. Results include a $45.6 million IEEPA tariff refund benefit, and the company repurchased $130.0 million of shares.
Net sales rose 9% to $483.9 million; GAAP diluted EPS rose 54% to $0.94, including an approximately $0.40 net tariff benefit.
Adjusted EPS rose 2% to $0.67; adjusted operating income fell 7% to $68.2 million.
2026 adjusted EPS outlook raised to $2.94 to $3.00; 2026 sales growth outlook maintained at 7% to 8%.
Repurchased 2.8 million shares for $130.0 million; about $370.0 million remained under the $500 million authorization as of July 4, 2026.
Santander Holdings USA reported second-quarter 2026 net income of $585 million, up 41.2% from the prior quarter and 17.5% from a year earlier, in a fixed income investor presentation furnished under Items 2.02 and 7.01. The filing also said the Federal Reserve approved the acquisition of Webster Financial Corporation on August 4, 2026, and that the deal is now expected to close on August 20, 2026.
Q2 2026 net income of $585 million, up 41.2% from Q1 2026 and up 17.5% from Q2 2025
Net interest income of $1.5 billion, up 1.7% from Q1 2026 and up 2.7% from Q2 2025
Federal Reserve approved the Webster Financial acquisition on August 4, 2026; closing expected August 20, 2026
CET1 ratio of 13.7% at June 30, 2026, up from 13.0% in Q1 2026
CuriosityStream reported second-quarter 2026 revenue of $23.2 million, up from $19.0 million a year earlier, with net income of $8.9 million compared with $0.8 million. The company raised its full-year 2026 revenue and adjusted EBITDA guidance and declared a $0.085 quarterly dividend, which matters to shareholders because it reflects higher reported profit and a higher outlook.
Q2 2026 revenue was $23.2 million, up 22% from $19.0 million in Q2 2025; licensing revenue was $14.1 million, up 48%.
Q2 2026 net income was $8.9 million, or $0.15 per diluted share, versus $0.8 million in Q2 2025; adjusted EBITDA was $11.4 million versus $3.0 million.
Full-year 2026 revenue guidance is $77 million to $82 million, and full-year adjusted EBITDA guidance is $18 million to $22 million.
Quarterly dividend of $0.085 per share is payable September 18, 2026, to holders of record on September 4, 2026.
StubHub reported second-quarter 2026 revenue of $573.1 million, up 33% from a year earlier, and net income of $14.6 million compared with a net loss of $53.8 million in the prior-year quarter. The company raised its full-year 2026 gross merchandise sales (GMS) outlook to $10.1 billion to $10.3 billion and reiterated its adjusted EBITDA outlook of $400 million to $420 million, which signals improved operating results for shareholders.
Revenue of $573.1 million, up 33% from $430.3 million; GMS of $3.1 billion, up 34%
Net income of $14.6 million versus a net loss of $53.8 million a year earlier; adjusted EBITDA of $105.7 million, up 94%
Full-year 2026 GMS outlook raised to $10.1 billion to $10.3 billion; adjusted EBITDA outlook of $400 million to $420 million reiterated
Free cash flow of $309.7 million versus $9.7 million; year-to-date debt reduction of $200.0 million
Resideo reported second quarter 2026 revenue of $1.98 billion, up 2% year over year, with net income of $97 million versus a net loss of $825 million a year earlier and diluted EPS of $0.51. The company also completed the spin-off of ADI Global Distribution on August 3, 2026, and named Shane Harrison Senior Vice President and Chief Financial Officer effective September 1, 2026.
Q2 2026 adjusted EPS was $0.83, up 26% from a year earlier, and adjusted EBITDA was $249 million, up 19%.
GAAP income from operations fell 26% to $131 million, with $31 million of business separation costs in the quarter.
Resideo initiated standalone outlook: third quarter 2026 revenue of $705 million to $730 million and full-year 2026 revenue of $2.90 billion to $2.95 billion.
EnerSys reported first quarter fiscal 2027 net sales of $935.6 million, up 4.8% from a year earlier, and GAAP diluted EPS of $3.09 versus $1.46. Adjusted diluted EPS of $3.66 came in above the company's May 20 guidance range of $2.80 to $2.90. The Board also raised the quarterly dividend 10% to $0.2875 per share, and the company guided second quarter net sales to $955 million to $995 million.
Net sales of $935.6 million, up 4.8% from $893.0 million; GAAP diluted EPS of $3.09 versus $1.46.
Adjusted diluted EPS of $3.66, above the $2.80 to $2.90 guidance range; results include $30.9 million of tariff refunds.
Second quarter fiscal 2027 outlook: net sales of $955 million to $995 million and adjusted diluted EPS of $3.15 to $3.25.
Quarterly dividend raised 10% to $0.2875 per share, payable October 2, 2026, to holders of record as of September 18, 2026.
Coherent reported fourth-quarter fiscal 2026 revenue of $2.05 billion, up 34% from a year earlier, and GAAP diluted earnings of $1.19 per share, compared with a loss of $0.83 per share in the same quarter last year. The company also guided first-quarter fiscal 2027 revenue to $2.2 billion to $2.4 billion and non-GAAP EPS to $1.85 to $2.05.
Q4 fiscal 2026 revenue was $2.05 billion, up 34% year over year and up 13.3% from the prior quarter.
GAAP gross margin was 38.5%, up 277 basis points year over year; non-GAAP gross margin was 40.2%.
Q4 non-GAAP diluted EPS was $1.74, up $0.74 from $1.00 a year earlier.
Q1 fiscal 2027 guidance: revenue of $2.2 billion to $2.4 billion and non-GAAP EPS of $1.85 to $2.05.
Cisco reported fiscal fourth-quarter 2026 revenue of $17.3 billion, up 18% year over year, with GAAP diluted EPS of $0.97 and non-GAAP EPS of $1.22, up 52% and 23%. It also issued fiscal 2027 guidance of $72.2 billion to $73.4 billion in revenue and $5.05 to $5.11 in non-GAAP EPS, both of which shareholders will weigh against the stronger fiscal 2026 results.
Q4 FY 2026 revenue was $17.3 billion, up 18%; GAAP net income was $3.9 billion and non-GAAP net income was $4.9 billion.
FY 2027 guidance: revenue $72.2 billion to $73.4 billion; GAAP EPS $4.00 to $4.06; non-GAAP EPS $5.05 to $5.11.
Q1 FY 2027 guidance: revenue $18.0 billion to $18.2 billion; non-GAAP EPS $1.32 to $1.34.
Quarterly dividend of $0.42 per share declared, payable October 21, 2026, to holders of record on October 2, 2026.
Hyperion DeFi reported second-quarter 2026 GAAP net income of $31.0 million, up from $8.8 million in the first quarter, driven mainly by $54.8 million in treasury gains as the HYPE token price rose. The company reiterated its 2026 guidance of $5 million to $7 million in Adjusted Gross Profit and said it still expects Adjusted Net Operating Cash Flow to turn positive by the end of 2026, but operating cash flow remained negative at $2.1 million in the quarter.
GAAP net income was $31.0 million in Q2 2026 versus $8.8 million in Q1 2026; diluted EPS was $0.92 versus $0.26.
Adjusted Gross Profit rose 20% quarter over quarter to $1.15 million from $960 thousand.
Treasury gains were $54.8 million as HYPE price rose to $65.0 from $36.6; Gross HYPE Tokens reached 2.04 million.
2026 guidance of $5 million to $7 million in Adjusted Gross Profit was reiterated, and Adjusted Net Operating Cash Flow was ($2.1 million) in Q2 2026.
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