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).
Assurant reported record second-quarter 2026 results, with GAAP net income up 27% to $298.6 million and GAAP diluted earnings per share up 30% to $5.95. The company raised its full-year 2026 outlook, now expecting mid-single-digit growth in Adjusted EBITDA and Adjusted earnings per share, both excluding reportable catastrophes, and expects share repurchases toward the upper end of its $300 million to $350 million range.
GAAP net income was $298.6 million in Q2 2026, up from $235.3 million a year earlier; GAAP diluted EPS was $5.95, up from $4.56.
Adjusted earnings per diluted share, excluding reportable catastrophes, rose 19% to $6.60 from $5.56.
2026 outlook: Adjusted EBITDA and Adjusted EPS, excluding reportable catastrophes, now expected to grow mid single digits; Global Lifestyle Adjusted EBITDA now expected to rise low double digits.
Holding company liquidity was $911 million at June 30, 2026, and $544 million remains under the current repurchase authorization.
Alphatec reported second-quarter 2026 revenue of $214 million, up 15% year-over-year, and a GAAP net loss of $26 million, narrower than $41 million a year earlier. The company raised its full-year 2026 adjusted EBITDA guidance to approximately $140 million from approximately $134 million and kept its revenue outlook of approximately $882 million.
Q2 2026 total revenue of $214 million, up 15% year-over-year; surgical revenue of $196 million, up 17%
GAAP net loss of $26 million in Q2 2026 versus $41 million in Q2 2025; non-GAAP net income of $11 million
Adjusted EBITDA of $36 million, or 16.8% margin, versus $23 million in Q2 2025
2026 adjusted EBITDA guidance raised to approximately $140 million from $134 million; revenue outlook of approximately $882 million reaffirmed
Healthpeak reported second quarter 2026 results on August 4, 2026, with total revenues of $771.6 million, up from $694.3 million a year earlier, and diluted earnings of $0.08 per share, up from $0.05. The company raised its full-year 2026 diluted earnings and diluted FFO as Adjusted guidance by $0.02 per share at the midpoint, and its quarterly FFO as Adjusted per share was flat at $0.46.
Q2 2026 diluted EPS was $0.08 versus $0.05 a year earlier; diluted FFO as Adjusted per share was $0.46, unchanged from the prior year.
2026 diluted EPS guidance is $0.48 to $0.52, up from $0.46 to $0.50; diluted FFO as Adjusted guidance is $1.73 to $1.77, up from $1.71 to $1.75.
The Brookfield joint venture closed in July 2026 with proceeds of approximately $1.025 billion for a 49% interest in an 86-property outpatient medical portfolio.
The board authorized a new $500 million share repurchase program and declared a third-quarter dividend totaling $0.305 per share.
Callaway Golf reported second quarter 2026 net sales of $612.2 million, up 2.0% from a year earlier, and GAAP net income from continuing operations of $75.8 million, up 66.6%. The company raised its full-year 2026 Adjusted EBITDA outlook to $246 million to $260 million, from $211 million to $233 million previously, and its net sales outlook to $2.045 billion to $2.070 billion. The company also repaid $258 million of convertible notes and $163 million of term loan B debt during the quarter.
Net sales of $612.2 million rose 2.0%, with Golf Equipment up 4.5% and Apparel, Gear and Other down 3.6%.
GAAP diluted earnings per share from continuing operations were $0.40, versus $0.24 a year earlier.
GAAP gross margin rose about 620 basis points to 50.1%.
Full-year 2026 Adjusted EBITDA outlook raised to $246 million to $260 million; the company has $120 million of repurchase authority remaining.
ONE Gas reported second-quarter 2026 adjusted net income of $52.1 million, or $0.82 per diluted share, up from $32.7 million, or $0.54, a year earlier, and raised its 2026 adjusted earnings expectations to the upper half of its previously issued ranges. The board also declared a quarterly dividend of $0.68 per share, which is higher than the $0.67 declared in the second quarter of 2025, for shareholders of record on August 17, 2026.
Q2 2026 GAAP net income was $46.8 million, or $0.74 per diluted share, versus $32.0 million, or $0.53, in Q2 2025.
2026 adjusted net income guidance was moved to the upper half of the $306 million to $314 million range, and adjusted EPS guidance to the upper half of $4.83 to $4.95.
Dividend of $0.68 per share is payable August 31, 2026, to shareholders of record at the close of business on August 17, 2026.
Management cited new rates and customer growth in Oklahoma and Texas; weather was 42 percent warmer than normal in the quarter.
Acadia Pharmaceuticals reported second-quarter 2026 GAAP total revenues of $308 million, up 16% from a year earlier, and net income of $32 million, or $0.18 per diluted share, compared with $27 million, or $0.16, in the same quarter of 2025. The company raised its full-year 2026 total revenue guidance to $1.24 billion to $1.30 billion, and both revenue and profit improved for shareholders in the period.
Q2 2026 GAAP total revenues were $308 million, up 16% from $265 million; DAYBUE net product sales rose 30% to $125 million.
Full-year 2026 total revenue guidance was raised to $1.24 billion to $1.30 billion, from $1.22 billion to $1.28 billion.
Full-year 2026 R&D expense guidance was lowered to $355 million to $380 million, from $385 million to $410 million.
Cash, cash equivalents and investment securities totaled $956 million at June 30, 2026, up from $820 million at December 31, 2025.
Amprius reported second quarter 2026 revenue of $34.0 million, up 126% from $15.1 million a year earlier, and a net loss attributable to common stockholders of $5.1 million. The loss included a $1.9 million non-cash charge from a warrant exchange, compared with a $6.4 million loss in the prior-year quarter. The company raised its full-year 2026 revenue outlook to at least $140.0 million and its gross margin outlook to at least 28%, which signals higher expected sales and profitability for shareholders.
Q2 2026 revenue was $34.0 million, up from $15.1 million in Q2 2025; GAAP gross margin was 27%, up from 9%
Net loss attributable to common stockholders was $5.1 million, including a $1.9 million non-cash warrant modification charge; excluding it, the loss was $3.2 million
2026 revenue outlook raised to at least $140.0 million from at least $130.0 million; gross margin outlook raised to at least 28% from at least 25%
Net loss outlook for 2026 is less than $10.0 million, and Adjusted EBITDA is expected to be at least $4.0 million; a conference call is set for August 5, 2026
Urban One reported second-quarter 2026 net revenue of $85.8 million, down 6.4% from a year earlier, and a net loss of $7.1 million, or $(1.58) per share, compared with a $77.9 million loss, or $(17.41) per share, in the second quarter of 2025. The company also lowered its 2026 Adjusted EBITDA outlook to the mid-$50 million range from its prior $60 million view, citing current marketplace conditions.
Q2 2026 net revenue was $85.8 million, down 6.4% from $91.6 million in Q2 2025.
Q2 2026 Adjusted EBITDA was $11.7 million, compared with $14.0 million a year earlier.
Q2 2026 included a $14.2 million impairment charge, mostly goodwill tied to the Reach Media reporting unit.
2026 Adjusted EBITDA guidance is now in the mid-$50 million range, versus the prior $60 million view.
Tanger Inc. reported second-quarter 2026 diluted net income of $0.29 per share and FFO of $0.64 per share, up from $0.26 and $0.58 a year earlier. The company raised its full-year 2026 diluted FFO per share estimate to $2.45 to $2.52 from $2.42 to $2.50, and occupancy eased to 96.6% from 97.0% in March as the company recaptured some spaces.
Q2 2026 diluted net income was $0.29 per share ($33.0 million), compared with $0.26 ($29.9 million) in Q2 2025.
Q2 2026 FFO available to common shareholders was $0.64 per share ($77.1 million), compared with $0.58 ($68.6 million).
2026 guidance: diluted FFO per share raised to $2.45 to $2.52 from $2.42 to $2.50; diluted net income per share $1.06 to $1.13, with the low end raised from $1.05.
Occupancy was 96.6% on June 30, 2026, down from 97.0% on March 31, 2026; the board set a $0.3125 quarterly dividend, up 7%.
Emerson reported fiscal third-quarter 2026 net sales of $4.873 billion, up 7% from a year earlier, and GAAP earnings per share of $1.28, up 24%. The company raised its full-year 2026 guidance, now calling for adjusted earnings per share of about $6.55, and plans to return roughly $2.2 billion to shareholders through buybacks and dividends.
Q3 net sales $4.873 billion vs. $4.553 billion; underlying orders up 7%, led by Software & Systems
Q3 adjusted EPS $1.71 vs. $1.52; GAAP EPS $1.28 vs. $1.03, including an $82 million IEEPA tariff refund benefit
2026 guidance: adjusted EPS about $6.55, GAAP EPS about $4.89, net sales growth about 5%, free cash flow about $3.6 billion
Quarterly dividend of $0.555 per share payable September 10, 2026, to holders of record on August 14, 2026
Zeta Global reported second-quarter 2026 revenue of $443 million, up 44% from a year earlier, and GAAP net income of $8 million, or $0.03 per share. The company raised its full-year 2026 revenue guidance to $1,811 million to $1,824 million and its GAAP EPS guidance to $0.09 to $0.11, which means shareholders get a higher outlook for both sales and profit.
Q2 2026 revenue was $443 million, up 44% year over year and $23 million above the midpoint of prior guidance.
Q2 2026 GAAP net income was $8 million, or $0.03 per share, compared with a net loss of $13 million in Q2 2025.
Full-year 2026 revenue guidance rose to $1,811 million to $1,824 million, up $33 million at the midpoint from $1,785 million.
Full-year 2026 GAAP EPS guidance rose to $0.09 to $0.11, up $0.07 at the midpoint from $0.02 to $0.04.
First Watch posted an investor presentation with long-term annual growth targets, furnished as Exhibit 99.1 and dated August 4, 2026. The targets call for total revenue growth of 10% to 13% and adjusted EBITDA growth of 11% to 14%, with positive free cash flow beginning in 2027, but the filing reports no new financial results.
About 55 system-wide restaurant openings targeted: about 50 company-owned and about 5 franchise-owned
Same restaurant sales growth target of 2% to 4%, and adjusted EBITDA growth target of 11% to 14%
Positive free cash flow targeted beginning in 2027, with the company stating it will self-fund new openings and maintenance capital expenditures from operating cash flow
Class of 2026 restaurants cited at $1.8 million net build cost and a $2.8 million third-year sales target
Centuri Holdings reported second-quarter 2026 revenue of $962.0 million, up 33% from a year earlier, and raised its full-year 2026 guidance, which includes expected contributions from the JJ White acquisition completed July 20, 2026. Net income attributable to common stock fell to $6.1 million from $8.1 million, and base gross profit margin declined to 7.9% from 8.9%, which the company linked mainly to higher fuel costs and labor mobilization. For shareholders, sales growth and a higher outlook stand against lower GAAP profit in the quarter.
Q2 2026 revenue was $962.0 million, up 33%, and diluted EPS was $0.06 versus $0.09 a year earlier
Full-year 2026 revenue guidance is $3.59 to $3.79 billion and Adjusted EBITDA guidance is $285 to $310 million
Base gross profit margin fell to 7.9% from 8.9%, which the company attributed to fuel costs and labor mobilization
A City of Chicago revenue reversal reduced second-quarter U.S. Gas revenue by $9.0 million
Sysco reported fourth-quarter fiscal 2026 sales up 4.7% to $22.1 billion and diluted EPS up 4.5% to $1.15, while full-year diluted EPS fell 1.9% to $3.66. The company introduced fiscal 2027 guidance of 6%-7% sales growth and 9%-11% adjusted EPS growth on a 53-week basis, which gives shareholders a forward profit outlook.
Q4 fiscal 2026 sales rose 4.7% to $22.1 billion; adjusted EPS rose 3.4% to $1.53
Full-year fiscal 2026 net earnings fell 3.9% to $1.8 billion; diluted EPS fell 1.9% to $3.66
FY27 guidance: 6%-7% sales growth and 9%-11% adjusted EPS growth on a 53-week basis
Sysco returned $1.2 billion to shareholders in fiscal 2026, including $1.0 billion in dividends
Grainger reported second-quarter 2026 sales of $5.0 billion, up 10.3%, and diluted EPS of $12.01, up 20.5% from a year earlier. The company raised its full-year 2026 guidance, including a diluted adjusted EPS range of $45.50 to $47.25, up from $44.25 to $46.25 previously. Results include IEEPA tariff refunds that reduced cost of goods sold by $43 million.
Q2 2026 net sales were $5.0 billion, up 10.3%; daily, organic constant currency sales rose 13.7%
Diluted EPS was $12.01 versus $9.97 in Q2 2025; operating margin was 16.1%, up 120 basis points
Full-year 2026 diluted adjusted EPS guidance raised to $45.50-$47.25 from $44.25-$46.25 (as of May 7, 2026)
Returned $341 million to shareholders through dividends and share repurchases; free cash flow was $333 million
Exagen reported second-quarter 2026 revenue of $19.9 million, up 16% from $17.2 million a year earlier, and a net loss of $3.2 million, down from $4.4 million. The company also raised its full-year 2026 revenue guidance to $72 million-$75 million from $70 million-$73 million, which signals higher expected sales for the year.
Q2 2026 revenue was $19.9 million, up from $17.2 million in Q2 2025.
Net loss narrowed to $3.2 million from $4.4 million, which the company describes as a reduction of nearly 30%.
Adjusted EBITDA loss was $0.1 million, compared with $1.7 million a year earlier.
Full-year 2026 revenue guidance raised to $72 million-$75 million from $70 million-$73 million; cash and cash equivalents were $24.6 million at June 30, 2026.
Cummins reported second-quarter 2026 revenue of $9.5 billion, up 9% from a year earlier, and net income attributable to Cummins of $932 million, or $6.73 per diluted share, compared with $890 million, or $6.43, in 2025. The company raised its full-year 2026 revenue growth guidance to 10% to 13% from 8% to 11%, and narrowed its EBITDA margin range to 18.0% to 18.5% from 17.75% to 18.5%, which may matter to shareholders because it signals stronger expected demand and profit.
Q2 2026 revenue was $9.5 billion, up 9%; Power Systems sales rose 19% to $2.3 billion.
Q2 EBITDA margin was 17.5% of sales, down from 18.4% a year ago, which the company attributed mainly to higher incentive compensation.
Full-year 2026 revenue is now expected to rise 10% to 13%, up from the prior 8% to 11% range.
The quarterly cash dividend rises from $2.00 to $2.20 per share, and the company returned $501 million to shareholders in Q2.
Energy Transfer reported second-quarter 2026 net income attributable to partners of $2.09 billion, up from $1.16 billion a year earlier, and Adjusted EBITDA of $5.07 billion, up 31%. The partnership raised its full-year 2026 Adjusted EBITDA guidance to $18.8 billion to $19.1 billion from $18.2 billion to $18.6 billion, which supports the outlook for unitholders.
Net income per common unit (basic) was $0.59, versus $0.32 in the second quarter of 2025.
Distributable Cash Flow attributable to partners, as adjusted, was $2.59 billion, up 32% from $1.96 billion.
2026 Adjusted EBITDA guidance now $18.8 billion to $19.1 billion; 2026 growth capital expected at $5.6 billion to $5.9 billion.
In July 2026, the partnership declared a quarterly distribution of $0.3400 per common unit, its nineteenth consecutive increase.
Xometry reported second quarter 2026 revenue of $229.3 million, up 41% from a year earlier, and a net loss attributable to common stockholders of $5.3 million, compared with $26.4 million a year earlier. The company raised its full-year 2026 revenue growth outlook to 33%-34% from 27%-28%, which signals stronger expected top-line growth for shareholders, though the company still reported a net loss.
Q2 2026 revenue was $229.3 million, up 41% year-over-year; marketplace revenue was $215.4 million, up 45%
Net loss attributable to common stockholders narrowed to $5.3 million, or $0.10 per share, from $26.4 million, or $0.52 per share, in Q2 2025
Full-year 2026 revenue growth outlook raised to 33%-34% from 27%-28%; full-year Adjusted EBITDA expected at $60-$62 million
Q3 2026 guidance: revenue of $234-$236 million and Adjusted EBITDA of $16-$17 million
AdaptHealth reported second-quarter 2026 net revenue of $740.3 million, up 12.7% from a year earlier, but recorded a $144.2 million goodwill impairment and a net loss attributable to the company. The company also lowered its fiscal 2026 adjusted EBITDA guidance to $490 million to $520 million from $680 million to $730 million, citing a West Coast capitated contract, a manufacturer price increase and portfolio changes, which weighs on shareholders' earnings outlook.
Q2 net revenue was $740.3 million versus $657.1 million, an increase of 12.7%; organic revenue grew 15.9%.
Goodwill impairment of $144.2 million drove a net loss; adjusted EBITDA was $132.0 million versus $136.4 million, down 3.2%.
Fiscal 2026 adjusted EBITDA guidance is $490 million to $520 million; the revision includes a $100 million impact from the Diabetes Health discontinued operations, a $55 million West Coast contract impact and a $30 million manufacturer pric
AdaptHealth agreed in July 2026 to sell its Diabetes Health business for $235.0 million in cash, subject to customary purchase price adjustments.
Enpro reported second quarter 2026 sales of $338.8 million, up 17.6% from a year earlier, with net income of $27.1 million versus $26.4 million. The company raised its full-year 2026 guidance for revenue growth, adjusted EBITDA and adjusted diluted earnings per share, which matters to shareholders because it signals higher expected profit for the year.
Q2 2026 sales of $338.8 million, up 17.6%; Advanced Surface Technologies sales up 21.8%
GAAP diluted EPS of $1.27 versus $1.25; adjusted diluted EPS of $2.50 versus $2.03
Full-year 2026 guidance raised to adjusted EBITDA of $330 million to $340 million, from $315 million to $330 million
Environmental reserve increase of $16.1 million weighed on quarterly results
Revvity reported second-quarter 2026 revenue of $730 million, up from $720 million a year earlier, and GAAP EPS from continuing operations of $0.48 versus $0.47. The company raised its full-year 2026 guidance and agreed to sell its China Immunodiagnostics business for up to $200 million, a deal it expects to close by the end of 2027.
Q2 2026 revenue was $730 million, versus $720 million in Q2 2025; adjusted EPS from continuing operations was $1.41, versus $1.18
Adjusted EPS includes approximately $0.11 from tariff-related refunds, according to the filing
Full-year 2026 pro forma adjusted EPS guidance is $5.30-$5.40, and pro forma revenue guidance is $2.83-$2.86 billion, excluding China IDX
China IDX sale for up to $200 million, signed July 31, 2026; expected to close by the end of 2027, subject to conditions and regulatory approvals
Henry Schein reported second-quarter 2026 net sales of $3.5 billion, up 6.7% from a year earlier, and non-GAAP diluted EPS of $1.27 versus $1.10. It raised its full-year 2026 non-GAAP diluted EPS guidance to $5.29 to $5.39 from $5.23 to $5.37, and its sales growth guidance to 4.5% to 5.5% from 3% to 5%. For shareholders, both headline profit and guidance moved higher.
Q2 2026 net sales were $3.5 billion, up 6.7%, including 4.6% internal sales growth
Q2 2026 GAAP diluted EPS was $0.82 versus $0.70; non-GAAP diluted EPS was $1.27 versus $1.10
2026 non-GAAP diluted EPS guidance raised to $5.29 to $5.39 from $5.23 to $5.37; sales growth guidance raised to 4.5% to 5.5% from 3% to 5%
Repurchased $200 million of common stock in Q2; $455 million remained authorized at quarter end
Archer-Daniels-Midland reported second-quarter 2026 GAAP EPS of $1.87 and adjusted EPS of $1.84, with total segment operating profit up 75% from a year earlier. The company raised its full-year 2026 adjusted EPS guidance to approximately $5.15 to $5.60, from $4.15 to $4.70, citing biofuels margins and growth in Nutrition.
Second-quarter 2026 net earnings attributable to ADM were $908 million, compared with $219 million a year earlier.
GAAP EPS was $1.87 versus $0.45 in the prior-year quarter; adjusted EPS was $1.84.
Full-year 2026 adjusted EPS guidance was raised to approximately $5.15 to $5.60 from $4.15 to $4.70.
Ag Services and Oilseeds segment operating profit rose 129% to $867 million, led by the Crushing subsegment.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.