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).
BOK Financial filed an August 2026 investor presentation furnished under Regulation FD, which includes second-quarter 2026 results and an updated full-year 2026 outlook dated 07/21/26. Net income and diluted earnings per share rose from the prior quarter and the prior year, and the company reported no provision for credit losses in the quarter.
Q2 2026 net income was $176.5 million, or $2.92 per diluted share, versus $155.8 million, or $2.58, in Q1 2026 and $140.0 million, or $2.19, in Q2 2025.
Period-end loans grew $896 million, or 3.4% sequentially, to $27.1 billion; net charge-offs were $500 thousand.
The 2026 outlook as of 07/21/26 projects net interest income of $1.42 to $1.45 billion and fees and commissions of $820 to $845 million.
The company expects a 2026 efficiency ratio of about 62%, compared with 65.1% in 2025.
Koss Corporation reported fourth-quarter fiscal 2026 net sales of $3,263,853, up 5.8%, and net income of $476,801, compared with a net loss of $232,696 a year earlier. For the full year, sales rose 3.1% to $13,020,773 and the net loss narrowed to $391,464 from $874,831, with $1.0 million of tariff refunds received in the fourth quarter helping gross margin improve to 41.9%. Both headline sales and profit measures improved for shareholders, although the filing gives no forward guidance and European distributor sales declined.
Q4 net sales were $3,263,853, up $179,643 or 5.8% from $3,084,210 a year earlier.
Q4 net income was $476,801, or $0.05 per share, versus a net loss of $232,696, or $0.02 per share, in the prior-year quarter.
Full-year net loss was $391,464, or $0.04 per share, down $483,367 from $874,831, or $0.09 per share, in fiscal 2025.
Full-year gross margin rose to 41.9% from 37.8%, helped by $1.0 million in tariff refunds received in the fourth quarter.
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.
Elastic reported first-quarter fiscal 2027 results for the quarter ended July 31, 2026, with total revenue of $478 million, up 15% year over year. GAAP net loss narrowed to $16.7 million from $24.6 million a year earlier, and non-GAAP diluted earnings per share rose to $0.70 from $0.60. The company also issued guidance for the second quarter and full fiscal 2027, with fiscal 2027 revenue expected between $1.998 billion and $2.010 billion.
Total revenue of $478 million, up 15% year over year; sales-led subscription revenue of $399 million, up 18%
GAAP net loss of $16.7 million versus $24.6 million a year earlier, including a $19.9 million restructuring and other related charge
Non-GAAP diluted earnings per share of $0.70 versus $0.60 a year earlier
Q2 fiscal 2027 revenue guidance of $486 million to $487 million; fiscal 2027 revenue guidance of $1.998 billion to $2.010 billion
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.
Phibro Animal Health reported results for the fiscal year ended June 30, 2026, with net sales up 17% to $1.52 billion and net income up to $99.7 million from $48.3 million. It also gave fiscal 2027 guidance for net sales of $1.55 billion to $1.60 billion and adjusted diluted EPS of $3.41 to $3.59, and said it will close its Chicago Heights, Illinois plant, affecting about 100 employees.
Fiscal 2026 diluted EPS was $2.43, up $1.24, and adjusted EBITDA was $255.0 million, up 39%.
Fourth-quarter net sales were $396.7 million, up 5%, and net income was $21.7 million, up 26%.
Fiscal 2027 guidance: net income of $122 million to $132 million and adjusted EBITDA of $258 million to $268 million.
Chicago Heights production is expected to cease during the summer of 2027, with products moved to other Phibro facilities and third-party contract manufacturers.
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.
Ooma reported fiscal second quarter 2027 revenue of $83.2 million, up 25% from a year earlier, with GAAP net income of $3.0 million, or $0.10 per diluted share, versus $1.3 million, or $0.04, a year earlier. The company also issued fiscal 2027 and third-quarter guidance, with full-year revenue expected at $332.0 million to $333.5 million, and said it reduced outstanding debt to $47 million.
Total revenue was $83.2 million, up 25% year over year; subscription and services revenue was $75.6 million, 91% of the total.
GAAP net income was $3.0 million, or $0.10 per diluted share, compared with $1.3 million, or $0.04, in the second quarter of fiscal 2026.
Non-GAAP net income was $10.2 million, or $0.35 per diluted share, up from $6.5 million, or $0.23; Adjusted EBITDA was $12.4 million versus $7.2 million.
Fiscal 2027 guidance: total revenue of $332.0 million to $333.5 million and GAAP net income of $11.9 million to $12.7 million.
Lantronix reported fiscal fourth-quarter 2026 revenue of $31.2 million, up 8% from a year earlier, with non-GAAP EPS of $0.04 and GAAP EPS of ($0.01). Full-year fiscal 2026 revenue was $120.9 million, down from $122.9 million in fiscal 2025, and the company expects double-digit revenue growth in fiscal 2027 and first-quarter fiscal 2027 revenue of $31.0 million to $33.0 million.
Q4 fiscal 2026 revenue of $31.2 million, up 8% year over year; GAAP net loss per share of ($0.01) versus ($0.07) a year earlier
Non-GAAP EPS of $0.04 for the quarter, compared with $0.01 a year earlier
Full-year fiscal 2026 revenue of $120.9 million versus $122.9 million in fiscal 2025; GAAP EPS of ($0.10) versus ($0.29)
Q1 fiscal 2027 outlook: revenue of $31.0 million to $33.0 million and non-GAAP EPS of $0.04 to $0.06
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
Okta reported fiscal second-quarter 2027 results for the period ended July 31, 2026, with total revenue of $805 million, up 11% year-over-year, and GAAP net income of $116 million, up from $67 million. The company also updated its full-year fiscal 2027 revenue outlook to $3.216 billion to $3.226 billion, representing 10% to 11% growth, and gave third-quarter revenue guidance of $813 million to $817 million.
Q2 total revenue was $805 million, up 11%; subscription revenue was $793 million, up 12%.
GAAP diluted net income per share was $0.65, compared with $0.37 a year earlier; non-GAAP diluted EPS was $1.05, compared with $0.91.
Full-year fiscal 2027 revenue guidance is $3.216 billion to $3.226 billion; the company cites about a one-point headwind from shifting professional services to partners.
Cash cash equivalents and short-term investments were $2.299 billion at July 31, 2026, after $350 million was paid to settle the 2026 notes.
Nutanix reported fourth-quarter fiscal 2026 revenue of $757.1 million, up 16% from a year earlier, and annual recurring revenue of $2.55 billion, also up 16%. GAAP net income of $1.27 billion was driven largely by a $1.19 billion income tax benefit, while non-GAAP operating income rose to $198.0 million from $119.5 million, and the company gave fiscal 2027 revenue guidance of $3.180 billion to $3.230 billion.
Q4 revenue $757.1 million vs. $653.3 million a year earlier; fiscal 2026 revenue $2.85 billion, up 12%
Q4 GAAP diluted EPS $4.34 vs. $0.13 a year earlier, including a $1.19 billion income tax benefit
Q4 non-GAAP operating margin 26.2% vs. 18.3%; free cash flow $277.6 million vs. $207.8 million
Q1 fiscal 2027 revenue outlook $755 million to $765 million; fiscal 2027 free cash flow outlook $850 million to $950 million
Borealis Foods reported preliminary U.S. K-12 school foodservice revenue up 110% for the six months ended June 30, 2026, compared with the same period in 2025. The figure is unaudited and may change when the company completes its financial statements for the quarter, and the filing gives no total company revenue, profit or guidance.
Preliminary K-12 channel revenue rose 110% for the six months ended June 30, 2026, versus the same period in 2025.
The company says it now serves more than 20,000 schools, representing about 2,500 school districts.
School products shipped over the past 12 months through 106 distributors across 40 states.
The revenue figure is unaudited and subject to adjustment before the quarter's financial statements are finalized.
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.
Movado Group reported second-quarter fiscal 2027 net sales of $169.8 million, up 4.9% from a year earlier, and diluted earnings per share of $0.53 versus $0.13. The quarter includes $3.2 million in IEEPA duty refunds, worth $0.11 per diluted share, and the company has stopped providing an annual outlook, while declaring a $0.40 quarterly dividend.
Net sales were $169.8 million versus $161.8 million; U.S. and international sales each rose 4.9%.
Operating income was $14.9 million versus $4.0 million; adjusted operating income was $15.1 million, or 8.9% of net sales.
Diluted EPS was $0.53 versus $0.13; adjusted diluted EPS was $0.54 versus $0.23.
The company discontinued its annual outlook and expects second-half fiscal 2027 topline growth in the mid-single-digit range and gross margin of 55% to 56%, excluding additional IEEPA refunds.
At its virtual annual shareholder meeting, Kewaunee Scientific reported fiscal 2026 (ended April 30, 2026) revenue of $282.0 million, EBITDA of $22.4 million and net earnings of $9.6 million. Year-end backlog fell to $165.9 million from $214.6 million, which the company attributed mainly to completing several large international projects.
Fiscal 2026 revenue was $282.0 million; EBITDA was $22.4 million, up from $21.6 million in fiscal 2025.
Lab Products Group sales rose 19.8% to $214.9 million; International segment sales rose 9.9% to $67.1 million.
Consolidated backlog was $165.9 million at April 30, 2026, versus $214.6 million a year earlier.
Long-term debt was reduced by about $20 million, and debt-to-equity improved to 0.61-to-1.0 from 0.99-to-1.0.
HEICO reported record third-quarter fiscal 2026 results for the three months ended July 31, 2026. Net income rose 33% to $235.4 million, or $1.67 per diluted share, from $1.26 a year earlier, while net sales rose 23% to a record $1,413.1 million. The company said it expects increased net sales at both segments for the rest of fiscal 2026, but the filing gives no numeric guidance.
Q3 net income $235.4 million, or $1.67 per diluted share, versus $1.26 in Q3 fiscal 2025
Q3 net sales $1,413.1 million, up 23%, including 14% consolidated organic growth
Operating margin improved to 25.1% from 23.1%; operating cash flow rose 49% to $345.3 million
Issued $550 million 4.950% senior notes due 2031 and $650 million 5.400% senior notes due 2036, using proceeds to repay revolver borrowings
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.
Box reported second-quarter fiscal 2027 revenue of $321.1 million, up 9% from a year earlier, with GAAP diluted earnings per share of $0.09 versus $0.05 and non-GAAP diluted EPS of $0.40 versus $0.33. The company guided to third-quarter revenue of about $329 million and full-year fiscal 2027 non-GAAP EPS of about $1.54, and it repurchased 2.6 million shares for about $66 million in the quarter.
Revenue of $321.1 million, up 9%, or 11% in constant currency
GAAP diluted EPS of $0.09 vs. $0.05; non-GAAP diluted EPS of $0.40 vs. $0.33
Q3 fiscal 2027 revenue guidance of about $329 million; full-year revenue guidance of about $1.290 billion
Repurchased 2.6 million shares for about $66 million; about $378 million of buyback capacity remained as of July 31, 2026
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.
Zoom reported fiscal second-quarter 2027 results for the three months ended July 31, 2026. Revenue rose 4.9% to $1,277.2 million and non-GAAP diluted earnings per share rose to $1.55 from $1.53, while GAAP diluted EPS reached $5.15 mainly because of $1,614.2 million in gains on strategic investments. The company also updated its full fiscal 2027 outlook, which now calls for total revenue of $5.085 billion to $5.095 billion.
Total revenue $1,277.2 million, up 4.9%; Enterprise revenue $787.5 million, up 7.8%
GAAP net income $1,542.4 million ($5.15 per diluted share), versus $358.6 million ($1.16) a year earlier
GAAP income from operations $314.3 million, down from $321.7 million; free cash flow $472.4 million, down from $508.0 million
Full fiscal 2027 guidance: revenue $5.085 billion to $5.095 billion; non-GAAP diluted EPS $6.08 to $6.12
Abacus furnished a shareholder letter dated August 24, 2026, from Chief Investment Officer Elena Plesco, covering interest rates, a valuation methodology change, and first-half 2026 results. The letter says Q2 2026 revenue grew 30% year over year to $73.0 million and adjusted net income reached $27.1 million, above the high end of company guidance. The company also moved to a Historical Return Method for valuing policies starting in Q2 2026, which shareholders may want to weigh alongside the reported results.
Q2 2026 revenue grew 30% year over year to $73.0 million, led by Life Solutions, which grew 38.3%.
Adjusted net income was $27.1 million, above the high end of company guidance; adjusted EBITDA grew 27% to $39.9 million.
Starting in Q2 2026, policies are valued under an updated Historical Return Method that applies observed returns to cost basis instead of discounting modeled cash flows.
Capital deployed was close to $200 million in Q2 2026 and $362 million year to date; adjusted figures are non-GAAP measures.
Ubiquiti reported fourth-quarter fiscal 2026 revenue of $937.3 million, up 23.5% from a year earlier, with GAAP diluted EPS of $4.70 versus $4.41. The company also declared a $1.00 per share dividend and extended its $500 million stock repurchase program to September 30, 2027.
Q4 fiscal 2026 (ended June 30, 2026) revenue was $937.3 million, up from $759.2 million a year earlier and $788.2 million in the prior quarter.
Non-GAAP diluted EPS was $4.73, versus $3.54 a year earlier; the prior-year GAAP results included a $53.7 million deferred tax benefit.
Gross margin was 45.8%, down from 47.0% in the prior quarter but up from 45.1% a year earlier.
Board declared a $1.00 per share dividend payable September 8, 2026, to holders of record on August 31, 2026; the $500 million buyback now runs through September 30, 2027.
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
First Business Financial Services furnished an investor presentation on its second-quarter 2026 results and strategy. Diluted EPS was $1.84 and net income available to common was $15.4 million, up 28% from the linked quarter and 37% from a year earlier, though Q2 EPS included a $0.14 net one-time benefit. The company also exited out-of-footprint SBA 7(a) lending in May 2026 and estimates a $0.03 quarterly EPS benefit in 2027.
Q2 2026 diluted EPS $1.84 (up 28% linked quarter, up 36% year over year); net income available to common $15.4 million
Q2 EPS included a $0.14 net benefit from a $1.5 million deferred tax asset valuation allowance reversal, partly offset by $405,000 in severance costs
Operating revenue $46.7 million, up 14% year over year for the first half comparison in the table is $91.0 million, up 11%
Out-of-footprint SBA 7(a) lending exit completed in May 2026; estimated 2027 quarterly EPS benefit of $0.03
VieMed Healthcare furnished an August 2026 investor presentation under Regulation FD that reports second-quarter 2026 net revenue of $78.1 million, up 24% from a year earlier, and Adjusted EBITDA of $13.7 million. The deck restates full-year 2026 guidance and says the board authorized a new share repurchase program of up to 5% of shares outstanding.
2Q 2026 net revenue was $78.1 million, up 24% year over year; Adjusted EBITDA was $13.7 million.
2026 guidance: net revenue of $314 million to $320 million and Adjusted EBITDA of $64 million to $68 million.
New share repurchase program authorized for up to 5% of shares outstanding; 680,802 shares were bought in 1H 2026 for $6.5 million.
Net debt was effectively zero as of June 30, 2026, with $46 million of unfunded credit facility commitments.
ClearSign Technologies reported second quarter 2026 revenue of about $560,000, up from about $133,000 a year earlier, and a smaller net loss, which fell by $373,000 on lower general and administrative expenses. The company also said it sold 500,000 shares at $3.54 on July 21, 2026, adding about $1.7 million in net proceeds, and that six M1 Series burners were ordered from two midstream customers in West Texas.
Q2 2026 revenue was about $560,000 versus about $133,000 in Q2 2025; gross margin was about 41%, roughly flat year over year.
Net loss decreased by $373,000 year over year, mainly from a $368,000 decrease in general and administrative expenses.
Cash and cash equivalents were about $9.9 million at June 30, 2026; pro forma for the July 21 share sale, about $11.6 million.
Larry Saddler, a retired ExxonMobil executive, was appointed to the Board of Directors.
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
Binah Capital Group furnished an investor presentation under Regulation FD for use at the Sidoti Virtual Micro Cap Conference beginning August 19, 2026. The deck shows second-quarter 2026 revenue up 12.1% year over year, net income of $338 thousand compared with a net loss a year earlier, and first-half EBITDA up 79%.
Q2 2026 total revenue was $46.5 million, up from $41.5 million in Q2 2025.
Q2 2026 net income was $338 thousand, compared with a net loss of $654 thousand in Q2 2025.
Q2 2026 EBITDA was $1.0 million versus $0.1 million a year earlier; first-half EBITDA rose 79% to $4.3 million.
The presentation will be used at the Sidoti Virtual Micro Cap Conference beginning August 19, 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
Peoples Financial Services Corp. (PFIS) furnished a 2026 Q2 investor presentation as Exhibit 99.1 to an 8-K, for use in investor meetings during 2026. The presentation reports Q2 2026 net income of $14.8 million, or $1.48 per diluted share, compared with $1.47 in Q1 2026, and tangible book value per share of $43.51, up $1.22 from the prior quarter.
Q2 2026 net income of $14.8 million, or $1.48 per diluted share, versus $1.47 in Q1 2026
ROATCE of 13.7%, net interest margin (FTE) of 3.82%, and efficiency ratio of 55.2% for Q2 2026
Nonperforming loans to total loans rose to 0.33% at June 30, 2026, from 0.28% at March 31, 2026
Tangible book value per share of $43.51 at June 30, 2026, up $1.22 quarter over quarter
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.
Analog Devices reported fiscal third-quarter 2026 revenue of $4.02 billion for the quarter ended August 1, 2026, up 40% from $2.88 billion a year earlier, and diluted earnings per share of $2.74 versus $1.04. The company forecast fourth-quarter revenue of $4.3 billion, plus or minus $100 million, and reported EPS of $3.14, plus or minus $0.15, and it declared a $1.10 quarterly dividend.
Q3 revenue $4.02 billion, up 40% from $2.88 billion; operating income $1.61 billion versus $818 million
Diluted EPS $2.74 versus $1.04; adjusted diluted EPS $3.45 versus $2.05
Reservoir Media filed an investor presentation on August 18, 2026, that reports first-quarter fiscal 2027 results and issues a fiscal 2027 outlook. Total revenue grew 12% year over year and adjusted EBITDA grew 13%, while net debt stood at $448 million as of June 30, 2026. The presentation states that its financial information is unaudited and preliminary.
Q1 fiscal 2027 total revenue up 12% year over year; Music Publishing up 6% and Recorded Music up 35%
Q1 adjusted EBITDA up 13% year over year for the quarter
Fiscal 2027 outlook: revenue $186 million-$191 million (7% growth at midpoint); adjusted EBITDA $75 million-$79 million (5% growth at midpoint)
As of June 30, 2026: total debt $462 million, cash $14 million, net debt $448 million
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