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).
Kinetik reported second quarter 2026 revenue of $581.4 million, up from $426.7 million a year earlier, and diluted earnings per share of $0.64 versus $0.33. The company raised its full year 2026 Adjusted EBITDA guidance to $1.04 billion to $1.1 billion and its capital expenditure guidance to about $560 million, which bears on how much cash the business reinvests.
Q2 2026 total operating revenues were $581.4 million, versus $426.7 million in Q2 2025.
Net income including noncontrolling interest was $123.1 million, versus $74.4 million; diluted EPS attributable to Class A holders was $0.64, versus $0.33.
Q2 2026 Adjusted EBITDA was $280.8 million, versus $242.9 million; Pipeline Transportation Adjusted EBITDA fell 14% due to the late 2025 divestiture of the EPIC Crude equity interest.
Adjusted EBITDA is expected to be $260 million to $270 million in Q3 2026 and $270 million to $280 million in Q4 2026.
Tennant reported second-quarter 2026 net sales of $324.0 million, up 1.7%, while adjusted EBITDA fell 30.8% to $35.3 million and net income fell to $7.6 million from $20.2 million. The company raised full-year net sales guidance to $1.270 billion to $1.310 billion but lowered full-year adjusted EBITDA guidance to $155 million to $170 million, citing slower margin recovery. For shareholders, sales growth was offset by weaker profitability and lower operating cash flow.
Diluted EPS was $0.44 versus $1.08 a year earlier; adjusted diluted EPS was $0.83 versus $1.49.
Adjusted EBITDA margin was 10.9% versus 16.0%, and gross profit margin was 39.5%, down 260 basis points.
Full-year net sales guidance was raised to $1.270 billion to $1.310 billion; adjusted EBITDA guidance was lowered to $155 million to $170 million.
Operating cash flow was $5.0 million in the quarter, down $17.5 million; the company will hold a conference call on August 6, 2026.
Matador Resources reported second-quarter 2026 results on August 5, 2026, and raised its full-year 2026 production guidance to 218,500 to 223,500 barrels of oil equivalent per day from 210,500 to 216,000. Oil output of 126,106 barrels per day was a record and exceeded the company's expected range, while adjusted free cash flow was $303.2 million. Total 2026 capital expenditure guidance rose to $1.625 billion to $1.725 billion, and the company's realized natural gas price was negative for the quarter.
Q2 2026 oil production averaged 126,106 barrels per day, a record and above the 123,000 to 125,000 guidance range.
Full-year 2026 total capital expenditure guidance raised to $1.625 billion to $1.725 billion from $1.45 billion to $1.55 billion.
Q2 2026 adjusted free cash flow was $303.2 million, compared with $113.3 million in Q1 2026.
Pending Paloma and Ridge Runner acquisitions are expected to close in the fourth quarter of 2026.
Host Hotels & Resorts reported second-quarter 2026 revenue of $1.64 billion, up 3.4% from a year earlier, and net income of $241 million, up 7.1%. The company raised its full-year 2026 comparable hotel Total RevPAR and RevPAR growth guidance to 4.75% to 5.25%, and its diluted EPS guidance to $1.35 to $1.38 from $1.30 to $1.37, which points to higher expected profit for shareholders.
Q2 revenues were $1,640 million versus $1,586 million, and diluted EPS was $0.35 versus $0.32.
Comparable hotel RevPAR rose 7.0% to $251.53 in the quarter; the company said July comparable hotel RevPAR grew approximately 10%.
Full-year 2026 net income guidance is $944 million to $962 million, versus a previous range of $908 million to $955 million.
The second-quarter dividend of $0.92 per share, including a $0.72 special dividend, was paid on July 15, 2026.
Montauk Renewables reported second quarter 2026 revenue of $54.0 million, up 19.7% year over year, and net income of $0.2 million compared with a net loss of $5.5 million a year earlier. The company cut its 2026 renewable electricity generation (REG) revenue and volume outlook, which it tied to timing at its Montauk Ag Renewables facility, while keeping its renewable natural gas (RNG) revenue outlook unchanged.
Revenue of $54.0 million, up $8.9 million (19.7%) from $45.1 million in Q2 2025, driven mainly by RINs distributed from the GreenWave joint venture
Net income of $0.2 million versus a net loss of $5.5 million in Q2 2025; Adjusted EBITDA of $12.3 million versus $5.0 million
2026 REG revenue outlook lowered to $23 million to $26 million and REG volumes to 185 thousand to 195 thousand MWh; RNG revenue outlook unchanged at $175 million to $190 million
Conference call scheduled for August 6, 2026 at 8:30 a.m. Eastern time
APA Corporation reported second-quarter 2026 net income attributable to common stock of $747 million, or $2.11 per diluted share, up from $603 million, or $1.67 per diluted share, a year earlier. The company raised its full-year 2026 U.S. oil production outlook to 123,000 barrels per day and lowered its lease operating expense guidance by $25 million, which points to higher expected output and lower costs for shareholders.
Net income attributable to common stock was $747 million, or $2.11 per diluted share, in Q2 2026, versus $603 million, or $1.67 per diluted share, in Q2 2025.
Adjusted second-quarter earnings were $669 million, or $1.89 per diluted share.
Full-year 2026 U.S. oil production guidance was raised to 123,000 barrels per day, and lease operating expense guidance was lowered by $25 million to $1.5 billion.
Expected 2026 exit run-rate cost savings were raised to $500 million from the prior $450 million target.
Riley Exploration Permian reported second-quarter 2026 revenue of $166 million, up from $85 million a year earlier, and net income of $87 million, or $4.11 per diluted share, compared with $30 million, or $1.44 per share, in the prior-year quarter. The company raised its full-year 2026 oil production guidance and raised its total capital expenditure guidance to $230 million to $242 million, which it said implies about 30% year-over-year oil production growth.
Q2 2026 revenue $166 million vs. $85 million in Q2 2025; net income $87 million vs. $30 million
Net income includes a $69 million non-cash derivative gain; adjusted net income was $33 million, or $1.54 per diluted share
Q2 oil production averaged 21.2 MBbls/d; April and May New Mexico shut-ins reduced Q2 production by about 1.9 MBbls/d, per company estimate
Full-year 2026 total capital expenditure guidance raised to $230 million to $242 million; Q3 oil production guided to 25.1 to 26.1 MBbls/d
Western Midstream Partners reported second-quarter 2026 net income attributable to limited partners of $394.9 million, or $0.99 per diluted unit, up from $0.87 a year earlier, and record Adjusted EBITDA of $736.5 million, up 19% from the prior-year period. The partnership raised the midpoints of its full-year 2026 Adjusted EBITDA, Distributable Cash Flow, and Free Cash Flow guidance, citing the Brazos Delaware acquisition and higher commodity prices, which points to higher expected cash generation for unitholders.
Q2 2026 total revenues and other were $1.22 billion, compared with $942.3 million in Q2 2025.
Full-year 2026 Adjusted EBITDA guidance is $2.750 billion to $2.950 billion, a midpoint increase of $250 million, or 10%.
Distributable Cash Flow guidance is $2.050 billion to $2.250 billion, and Free Cash Flow guidance is $1.100 billion to $1.300 billion.
The Q2 distribution of $0.930 per unit is unchanged from the prior quarter and is payable August 14, 2026; Q2 Free Cash Flow after distributions was negative $111.0 million.
LTC Properties reported second-quarter 2026 revenue of $98.9 million, up from $60.2 million a year earlier, and net income available to common stockholders of $29.5 million, or $0.56 per diluted share, versus $0.32 a year earlier. The company raised its full-year 2026 diluted EPS guidance to $8.08 to $8.10 and lifted its 2026 investment guidance mid-point to $900 million, while keeping its Core FFO per share mid-point unchanged.
Q2 2026 total revenues $98.9 million vs. $60.2 million in Q2 2025; diluted EPS $0.56 vs. $0.32
Diluted Core FFO per share $0.68 in both quarters; diluted Core FAD per share $0.70 vs. $0.71
2026 diluted EPS guidance raised to $8.08 to $8.10, reflecting anticipated gains on planned dispositions; total 2026 dispositions and payoffs now projected at $730 million
Full-year 2026 Core FFO per share guidance narrowed to $2.76 to $2.78 with mid-point unchanged
Crane NXT reported second-quarter 2026 sales of $493.2 million, up 22% from a year earlier, with GAAP earnings of $0.61 per diluted share versus $0.43 a year earlier. The company raised its full-year 2026 adjusted EPS guidance to $4.22 to $4.42 from $4.10 to $4.40, and reported net income of $35.4 million, up 42.2%, which matters to shareholders because it signals higher expected earnings for the year.
Second-quarter sales of $493.2 million, up 22%; organic sales growth was 2.8%, and acquisitions added $74.6 million.
GAAP EPS of $0.61 versus $0.43 a year earlier; adjusted EPS of $1.10, up 13% from $0.97.
Full-year 2026 adjusted EPS guidance raised to $4.22 to $4.42 from $4.10 to $4.40.
Quarterly dividend of $0.18 per share, payable September 9, 2026, to holders of record as of August 31, 2026.
RxSight reported second-quarter 2026 total revenue of $33.7 million, roughly flat with the prior year, but product sales fell 19% to $27.2 million, and the net loss was $12.1 million, or $0.29 per share. The company withdrew its 2026 guidance in connection with the appointment of new President and CEO Aziz Mottiwala, and said it will resume formal guidance in early 2027.
Total revenue was $33.7 million, including $6.5 million from the Alcon collaboration; product sales were $27.2 million versus $33.6 million in the prior-year quarter.
Gross margin excluding the Alcon collaboration was 71.2%, down from 74.9%, which the company attributed to inventory-related costs.
Net loss was $12.1 million ($0.29 per share), compared with $11.8 million ($0.29 per share) a year earlier; adjusted net loss was $4.6 million ($0.11 per share) versus $3.3 million ($0.08).
2026 guidance was withdrawn; cash, cash equivalents and short-term investments totaled $208.8 million as of June 30, 2026.
Apple Hospitality REIT reported second-quarter 2026 net income of $67.1 million, up 5.4% from a year earlier, and net income per share of $0.28, up from $0.27. The company raised its 2026 outlook, lifting the midpoint of its net income guidance by $10 million and its Adjusted EBITDAre guidance by $17.5 million, citing improved business and leisure travel demand.
Q2 2026 net income $67.1 million vs. $63.6 million; six-month net income $94.8 million, down 0.1%
Comparable Hotels RevPAR of $136.17, up 5.3%; July 2026 preliminary RevPAR up more than 5.5% year over year
Updated 2026 guidance: net income $152 million to $180 million; Adjusted EBITDAre $453 million to $476 million
In July 2026, the $1.2 billion unsecured credit facility was amended to about $1.3 billion; the Seven-Year Term Loan was increased to $160 million with maturity on July 24, 2033
Envista reported second-quarter 2026 sales of $730.5 million, up 7.1% from a year earlier, and GAAP diluted EPS of $0.33 versus $0.16. The company raised its full-year 2026 guidance for core sales growth, adjusted EBITDA growth and adjusted diluted EPS, which now stands at $1.50 to $1.55 compared with the prior $1.35 to $1.45.
Q2 2026 GAAP net income was $53.7 million versus $26.4 million, and adjusted diluted EPS was $0.41 versus $0.26
Adjusted EBITDA was $107.7 million, up from $84.3 million, with a 14.7% adjusted EBITDA margin on sales
Full-year 2026 adjusted diluted EPS guidance was raised to $1.50 to $1.55 from $1.35 to $1.45; core sales growth guidance rose to 3.5% to 4.5% from 2% to 4%
Caris Life Sciences reported second-quarter 2026 revenue of $263.7 million, up 45% from $181.4 million a year earlier, and narrowed its net loss to $0.6 million from $71.8 million. The company raised its full-year 2026 revenue guidance to $1.03 billion to $1.04 billion, which it says represents growth of 27% to 28%, giving shareholders a higher revenue outlook.
Q2 2026 total revenue was $263.7 million, up $82.3 million, or 45%, from the prior year period.
Net loss was $0.6 million, or $0.00 per share, compared with a net loss of $71.8 million, or $7.97 per share, a year earlier.
Adjusted EBITDA was $55.7 million, and free cash flow was $6.4 million for the quarter.
Full-year 2026 revenue guidance was raised to $1.03 billion to $1.04 billion; about $82.1 million remains under the existing share repurchase authorization.
Clearway Energy reported second-quarter 2026 net income of $30 million, up from $12 million a year earlier, and Adjusted EBITDA of $409 million, up from $343 million. The company lowered its full-year 2026 Cash Available for Distribution (CAFD) guidance to a range of $430 million to $470 million, citing factors outlined in its mid-July operational preview. Shareholders get a mix of higher reported earnings and a weaker outlook for 2026 cash available for distribution.
Q2 2026 net income $30 million vs. $12 million in Q2 2025; Adjusted EBITDA $409 million vs. $343 million; CAFD $167 million vs. $152 million
2026 full-year CAFD guidance revised to $430 million to $470 million
Quarterly dividend of $0.4750 per Class C share declared August 4, 2026, payable September 15, 2026, to holders of record as of September 1, 2026
Total liquidity of $985 million at June 30, 2026, down $76 million from December 31, 2025, primarily due to growth investments
Block reported second-quarter 2026 results, with gross profit of $3.17 billion, up 25% year over year, and Adjusted Diluted EPS of $1.02, up 65%. The company raised its full-year 2026 guidance to $12.51 billion in gross profit and $4.02 in Adjusted Diluted EPS, but GAAP net income fell to $89 million from $538 million a year earlier.
Q2 2026 gross profit was $3.17 billion, up 25% year over year; Cash App gross profit rose 31% and Square gross profit rose 13%.
GAAP net income was $89 million versus $538 million in Q2 2025, and GAAP diluted EPS was $0.15 versus $0.87.
Adjusted Operating Income was $864 million, and Adjusted Diluted EPS was $1.02, up 65% year over year.
Full-year 2026 guidance was raised to $12.51 billion in gross profit, $3.47 billion in Adjusted Operating Income and $4.02 in Adjusted Diluted EPS.
LifeMD reported second-quarter 2026 revenue of $47.3 million, down from $49.0 million a year earlier, and a net loss of $7.9 million, or $0.16 per share, compared with a $0.09 per share loss a year earlier. The company cut its full-year 2026 revenue guidance to $205.5 million to $212.5 million from $220 million to $230 million, and its adjusted EBITDA guidance to a loss of $6.0 million to breakeven from $12 million to $17 million, which lowers expectations for shareholders.
Q2 2026 revenue was $47.3 million, within the company's $47 million to $50 million guidance range but below $49.0 million a year earlier.
Adjusted EBITDA loss was approximately $3.5 million, compared with adjusted EBITDA of approximately $3.9 million in the prior-year quarter.
Full-year 2026 revenue guidance was revised to $205.5 million to $212.5 million, from $220 million to $230 million previously.
Cash totaled $25.1 million at June 30, 2026, with no debt and an undrawn $30 million revolving credit facility.
Park-Ohio reported second-quarter 2026 net sales of $440.1 million, up from $400.1 million a year earlier, with GAAP EPS of $0.87 versus $0.67 and adjusted EPS of $0.93 versus $0.75. The company raised its full-year 2026 outlook, with net sales now expected at $1.700 billion to $1.730 billion and adjusted EPS at $3.10 to $3.30, and said the outcome of its strategic review of the Southwest Steel Processing business could be upside to that outlook.
Q2 2026 net sales of $440.1 million, up from $400.1 million in Q2 2025; GAAP EPS of $0.87 versus $0.67
Q2 2026 adjusted EPS of $0.93 versus $0.75 in Q2 2025
2026 net sales outlook raised to $1.700 billion to $1.730 billion from $1.675 billion to $1.710 billion; adjusted EPS outlook raised to $3.10 to $3.30 from $2.90 to $3.20
Strategic review of Southwest Steel Processing ongoing since May 6, 2026; outlook includes about $15 million of SSP revenue and a loss of about $0.50 per diluted share, with no assurance of a transaction
Sight Sciences reported second-quarter 2026 revenue of $23.4 million, up 20% from a year earlier, and raised its full-year 2026 revenue guidance to $88 million to $92 million. The company also lowered its adjusted operating expense guidance to $92 million to $94 million, and its net loss narrowed to $4.4 million from $11.9 million a year earlier.
Q2 2026 revenue was $23.4 million, up 20% from $19.6 million in Q2 2025.
2026 revenue guidance raised to $88 million to $92 million, from $83 million to $89 million.
2026 adjusted operating expense guidance lowered to $92 million to $94 million, from $93 million to $96 million.
Net loss was $4.4 million, or $0.08 per share, versus $11.9 million, or $0.23 per share, in Q2 2025.
Sunrun reported second-quarter 2026 total revenue of $870 million, up 53% from a year earlier, but net income attributable to common stockholders fell to $115.2 million from $279.8 million, and diluted EPS was $0.42 versus $1.07. The company lowered its full-year 2026 Cash Generation and Aggregate Subscriber Value guidance, which may matter to shareholders because both measures are now expected to be lower than previously stated.
Q2 2026 total revenue was $870 million, up $300.7 million, or 53%, year over year, with energy systems and product sales up 193%.
Net income attributable to common stockholders was $115.2 million, or $0.42 per diluted share, compared with $279.8 million, or $1.07 per diluted share, in Q2 2025.
Full-year 2026 Cash Generation guidance was revised to $200 million to $375 million from $250 million to $450 million; Aggregate Subscriber Value guidance was revised to $4.6 billion to $4.9 billion from $4.8 billion to $5.2 billion.
Net cash used in operating activities was $186 million in Q2 2026, and Subscriber Additions fell 31% year over year to 19,793.
Encore Capital reported second-quarter 2026 net income of $64 million, or $2.81 per diluted share, up from $2.49 a year earlier, after $1.00 per share of refinancing costs tied to a $1 billion debt refinancing in May. The company revised its full-year 2026 collections guidance to $2.80 billion to $2.85 billion and now expects 2026 EPS of $13.00 to $14.00.
Q2 2026 net income $64 million ($2.81 diluted EPS) vs. $59 million ($2.49) in Q2 2025; results include $30.5 million of refinancing costs
Global collections rose 13% to $737 million; U.S. portfolio purchases of $372 million were the company's strongest purchasing quarter
Full-year 2026 collections now expected at $2.80 billion to $2.85 billion; EPS expected at $13.00 to $14.00
About $27 million of common stock repurchased in the second quarter
Realty Income reported higher second-quarter 2026 results, with net income available to common stockholders of $344.0 million, or $0.37 per share, up from $196.9 million, or $0.22 per share, a year earlier. The company raised its 2026 AFFO per share guidance to $4.44-$4.45 from $4.41-$4.44, while narrowing its net income per share guidance to $1.59-$1.60 from $1.60-$1.63.
Q2 2026 total revenue was $1,547.7 million, up from $1,410.4 million a year earlier.
AFFO per share rose 3.8% to $1.09 for the three months ended June 30, 2026, compared with $1.05 a year earlier.
2026 AFFO per share guidance was raised to $4.44-$4.45; net income per share guidance was lowered to $1.59-$1.60 from $1.60-$1.63.
Monthly dividends paid per share rose 0.7% to $0.812 in the quarter, the 115th consecutive quarterly dividend increase.
Universal Technical Institute reported fiscal third-quarter 2026 results for the quarter ended June 30, 2026, with revenue up 7.2% to $218.9 million while net income fell to $2.3 million, driven mainly by strategic growth expenses. The company lowered its fiscal 2026 outlook for revenue, net income, diluted EPS and Adjusted EBITDA, which lowers expected earnings for shareholders this year.
Q3 revenue $218.9 million, up 7.2% from $204.3 million; net income $2.3 million vs. $10.7 million a year earlier
Q3 diluted EPS $0.04 vs. $0.19; Adjusted EBITDA $18.2 million vs. $25.3 million, including $9.0 million in strategic growth investments
FY2026 net income guidance cut to $32 million-$36 million from $40 million-$45 million; diluted EPS to $0.57-$0.64 from $0.71-$0.80
FY2026 revenue guidance cut to $893 million-$900 million from $905 million-$915 million; Adjusted EBITDA to $100 million-$103 million from $114 million-$119 million
Traeger reported second-quarter 2026 revenue down 17.4% to $120.2 million and a net loss of $8.6 million, wider than the prior year's $7.4 million. The company lowered its full-year fiscal 2026 revenue guidance to $435 million to $465 million, citing MEATER softness and near-term channel effects, while keeping Adjusted EBITDA guidance unchanged at $57 million to $67 million.
Q2 revenue fell 17.4% to $120.2 million, with grill revenue down 17.0% to $61.6 million and accessories down 26.2% to $25.8 million.
Net loss was $8.6 million, or $3.12 per diluted share, versus $7.4 million, or $2.77 per share, a year earlier; Adjusted EBITDA rose 21.0% to $17.3 million.
FY26 revenue guidance was cut to $435 million to $465 million from $465 million to $485 million; Adjusted EBITDA guidance is unchanged at $57 million to $67 million.
Gross margin guidance was raised to 40.0% to 41.0% from 39.5% to 40.5%, and free cash flow is expected to be at least $30 million.
GoodRx reported second-quarter 2026 revenue of $200.4 million, down 1% from $203.1 million, and net income of $8.5 million, down from $12.8 million. The company raised its full-year 2026 revenue guidance to $790 million to $805 million and its Adjusted EBITDA guidance to $240 million to $250 million, citing Pharma Direct and subscription growth.
Revenue was $200.4 million versus $203.1 million; net income was $8.5 million versus $12.8 million, and net income margin was 4.3% versus 6.3%.
Prescription transactions revenue fell 26% to $106.4 million, while Pharma Direct revenue rose 76% to $61.6 million and subscription revenue rose 39% to $28.5 million.
Adjusted EBITDA was $63.7 million versus $69.4 million, and net cash from operating activities was $80.8 million versus $49.6 million.
Full-year 2026 guidance: revenue of $790 million to $805 million and Adjusted EBITDA of $240 million to $250 million, compared with FY 2025 revenue of $796.9 million.
EverCommerce reported second-quarter 2026 revenue of $152.0 million, up 2.7% from a year earlier, and net income from continuing operations of $9.7 million, up from $5.8 million. Adjusted EBITDA slipped to $44.5 million from $45.0 million, and management said full-year results will trend toward the lower end of its guidance ranges. The filing also reports that Alex Goor becomes chief executive officer on August 6, 2026, succeeding Eric Remer.
Q2 2026 revenue was $152.0 million, up from $148.0 million; continuing-operations net income was $9.7 million, or $0.05 per diluted share, versus $5.8 million, or $0.03, a year earlier
Adjusted EBITDA from continuing operations was $44.5 million, compared with $45.0 million in Q2 2025
Full-year 2026 guidance: revenue $612 million to $632 million and Adjusted EBITDA $183 million to $191 million; management now expects results toward the lower end of these ranges
Alex Goor was appointed CEO effective August 6, 2026; Eric Remer resigned as CEO and Chairman and remains on the Board
Honeywell Aerospace reported second-quarter sales of $4.5 billion, up 5% from a year earlier, but net income fell to $256 million from $852 million and EPS fell to $0.78 from $2.66, partly due to $329 million of transaction costs. The company lowered its 2026 organic sales growth guidance to 4% to 5% from 7% to 9%, and its pro forma standalone adjusted EBIT guidance to $4.35 billion to $4.45 billion from $4.65 billion to $4.75 billion.
Q2 sales were $4,522 million, up from $4,289 million; net income was $256 million versus $852 million; EPS was $0.78 versus $2.66.
Full-year organic sales growth guidance was cut to 4% to 5% from 7% to 9%; pro forma standalone adjusted EBIT guidance was cut to $4.35 billion to $4.45 billion from $4.65 billion to $4.75 billion.
On July 23, 2026, the board authorized a share repurchase program of up to $3.5 billion with no expiration date.
On August 3, 2026, CEO James Currier received a one-time equity bridge award with a grant date value of $9,000,000.
TaskUs reported second-quarter 2026 service revenue of $308.9 million, up 5.0% year over year, and GAAP net income of $22.0 million, up from $20.0 million. Adjusted EBITDA fell 11.2% to $57.7 million, and adjusted EPS fell to $0.33 from $0.43. The company raised the bottom end of its full-year 2026 revenue guidance to $1.22 billion to $1.24 billion and expects Adjusted Free Cash Flow of $110 million to $120 million.
Q2 2026 service revenue was $308.9 million, up 5.0% from $294.1 million a year earlier.
GAAP net income was $22.0 million, or $0.24 diluted EPS, versus $20.0 million, or $0.22, in Q2 2025.
Adjusted EBITDA was $57.7 million, down 11.2% from $65.0 million; adjusted EPS was $0.33 versus $0.43.
Full-year 2026 revenue guidance is $1.22 billion to $1.24 billion, with Adjusted Free Cash Flow of $110 million to $120 million.
LegalZoom reported second-quarter 2026 revenue of $205.3 million, up 7% year over year, and net income of $5.2 million, compared with a net loss of $0.3 million a year earlier. The company lowered its full-year 2026 revenue outlook to $795 million to $805 million from $810 million to $830 million, citing a shift in customer discovery away from traditional search, and announced a 13% workforce reduction, which matters to shareholders because it reduces the top-line forecast while profit targets were kept.
Subscription revenue rose 11% to $133.4 million, while transaction revenue fell 1% to $71.9 million.
Adjusted EBITDA was $45.9 million, a 22% margin, which the company said was ahead of the high end of its guidance range.
Full-year 2026 Adjusted EBITDA outlook was narrowed to $190 million to $195 million from $190 million to $200 million.
Third-quarter revenue is expected at $192 million to $196 million, or 2% growth at the midpoint.
Paysign reported second-quarter 2026 revenue of $28.25 million, up 48.1% from a year earlier, and net income of $6.76 million, or $0.11 per diluted share, versus $1.39 million, or $0.02, in the prior-year quarter. The company raised its full-year 2026 outlook to revenue of $114.0 million to $117.0 million and Adjusted EBITDA of $35.0 million to $38.0 million. Net income includes a one-time, non-cash $990,000 fair value gain on contingent consideration tied to the Gamma acquisition.
Q2 2026 revenue of $28.25 million, up 48.1%; pharma revenue up 88.9% to $14.65 million, plasma revenue up 21.4% to $13.04 million
Net income of $6.76 million, or $0.11 per diluted share, versus $1.39 million, or $0.02, in Q2 2025
Full-year 2026 outlook raised: revenue $114.0 million to $117.0 million; Adjusted EBITDA $35.0 million to $38.0 million
Plasma center count fell by 46 over 12 months to 561; company exited quarter with $27.37 million unrestricted cash and zero bank debt
Clearfield reported fiscal third-quarter 2026 net sales from continuing operations of $43.9 million, up 13%, and diluted EPS from continuing operations of $0.22, up from $0.16. The company also reduced its fiscal 2026 outlook, citing industry demand constraints, and order backlog fell 34% to $21.0 million, which matters to shareholders because the lower guidance points to weaker sales and earnings ahead.
Q3 net sales from continuing operations were $43.9 million, up from $38.8 million a year earlier; gross margin fell to 31.8% from 35.3%.
Fiscal 2026 net sales guidance was cut to $151 million to $155 million, and EPS guidance to $0.14 to $0.21.
Fourth-quarter guidance is net sales of $38 million to $42 million and EPS of $0.00 to $0.07.
Backlog was $21.0 million at June 30, 2026, after removing a $4.6 million order the company no longer expects to fulfill.
Expedia Group reported second-quarter 2026 results with revenue of $4.3 billion, up 14% year over year, and GAAP net income of $878 million, up 166%. The company raised its full-year 2026 gross bookings and revenue guidance and declared a quarterly dividend of $0.48 per share.
Q2 2026 revenue was $4,315 million, up 14%; GAAP diluted EPS was $7.16 versus $2.48, and adjusted EPS was $5.76, up 36%.
Full-year 2026 revenue guidance was raised to $16.05 billion to $16.22 billion from $15.6 billion to $16.0 billion.
Full-year 2026 gross bookings guidance was raised to $129.5 billion to $130.8 billion from $127 billion to $129 billion.
The $0.48 quarterly dividend is payable September 17, 2026 to holders of record on August 27, 2026.
UroGen reported second quarter 2026 total revenue of $72.5 million, up from $24.2 million a year earlier, driven by the launch of ZUSDURI, and a net loss of $14.4 million, or $0.28 per share, compared with $49.9 million, or $1.05 per share, in the prior-year quarter. The company raised its full-year 2026 operating expense guidance to $260 million to $270 million to accelerate investment in the ZUSDURI launch and pipeline, while keeping its JELMYTO revenue guidance of $97 million to $101 million.
Total revenue of $72.5 million in Q2 2026 vs. $24.2 million in Q2 2025; ZUSDURI net product revenue was $50.4 million and JELMYTO was $22.0 million
Net loss of $14.4 million, or $0.28 per basic and diluted share, vs. $49.9 million, or $1.05 per share, a year earlier
Full-year 2026 operating expense guidance raised to $260 million to $270 million, including $20 million to $24 million of non-cash share-based compensation
Cash, cash equivalents and marketable securities totaled $108.0 million as of June 30, 2026
Charles River reported second-quarter 2026 revenue of $1.00 billion, down 2.7% from a year earlier, and non-GAAP earnings per share of $3.02, down 3.2%. A $63.7 million loss on the CDMO and Cell Solutions divestiture produced a GAAP net loss of $(1.5) million, or $(0.03) per diluted share. The company raised its 2026 non-GAAP EPS guidance but lowered its GAAP EPS guidance.
Q2 revenue $1.00 billion, down 2.7% from $1.03 billion; organic revenue up 0.1%
GAAP net loss $(1.5) million, or $(0.03) per diluted share, vs. net income of $52.3 million, or $1.06, a year earlier
Non-GAAP EPS $3.02, down 3.2% from $3.12; non-GAAP operating margin 20.5% vs. 22.1%
2026 non-GAAP EPS guidance raised to $11.15–$11.45 from $10.80–$11.30; GAAP EPS guidance cut to $3.05–$3.35 from $5.35–$5.85
Astec Industries reported second-quarter 2026 net sales of $408.1 million, up 23.6% from a year earlier, while net income fell to $10.5 million from $16.7 million. The company lowered its full-year 2026 adjusted EBITDA guidance to $160 million to $175 million from $170 million to $190 million, citing macro-driven timing of asphalt plant shipments.
Q2 2026 net sales were $408.1 million, up 23.6% from $330.3 million in Q2 2025.
Diluted EPS was $0.45 versus $0.72 a year earlier; adjusted EPS was $0.94 versus $0.90.
Full-year 2026 adjusted EBITDA guidance was revised to $160 million to $175 million from $170 million to $190 million.
Backlog reached $601.1 million, up 57.9% from $380.8 million.
Cushman & Wakefield reported second quarter 2026 revenue of $2.8 billion, up 11% from a year earlier, while net income fell 8% to $52.7 million. The company raised its 2026 adjusted EPS growth guidance to 18%-23% from 15%-20%, but GAAP diluted EPS declined to $0.22 from $0.25.
Q2 2026 revenue was $2.8 billion, up 11%, with Leasing revenue up 27% and Services revenue up 8%.
Q2 2026 net income was $52.7 million, down 8%; diluted EPS was $0.22 versus $0.25, while adjusted EPS of $0.35 rose 17%.
2026 adjusted EPS growth guidance was raised to 18%-23%, up from 15%-20%.
On August 4, 2026, the company redeemed $50 million of its 6.750% senior secured notes due May 2028, leaving $150 million outstanding.
Valvoline reported third quarter results for the period ended June 30, 2026, with net revenues of $544.6 million, up 24%, and diluted EPS of $0.51, up 16%. The company raised its full-year system-wide same-store sales growth outlook to 7.5%-8% from 5%-6.5%, and narrowed its adjusted EPS outlook to $1.70-$1.75, which improves the bottom of the prior range. Management credited pricing actions while noting increased finished lubricant costs.
Q3 net revenues of $544.6 million, up 24%; diluted EPS of $0.51, up 16%; adjusted EPS of $0.57, up 21%
Full-year system-wide same-store sales growth outlook raised to 7.5%-8% from 5%-6.5%
Adjusted EBITDA outlook raised to $550-$560 million from $540-$560 million; net revenues outlook raised to $2.05-$2.1 billion from $2.0-$2.1 billion
Cash of $84 million and total debt of $1.6 billion at June 30, 2026, after a $50 million voluntary Term Loan A prepayment
SharkNinja reported second-quarter 2026 net sales of $1,765.5 million, up 22.2% from a year earlier, and raised its fiscal 2026 outlook for net sales, adjusted net income per diluted share, and adjusted EBITDA. GAAP net income fell 7.0% to $129.8 million, so shareholders get strong sales and a higher outlook alongside lower reported profit, and part of the outlook raise comes from expected tariff refunds.
Q2 net sales rose 22.2% to $1,765.5 million; net income fell 7.0% to $129.8 million and diluted EPS was $0.92, versus $0.98 a year earlier.
Adjusted Net Income per diluted share rose 29.9% to $1.26 in Q2 from $0.97.
Fiscal 2026 net sales growth outlook raised to 16.0% to 17.0%, from 11.5% to 12.5%; adjusted EPS outlook raised to $6.45 to $6.55, from $6.00 to $6.10.
The company expects a benefit of about $247.1 million from tariff refund claims, recognized in Q3 2026 as a reduction of cost of sales.
Capri Holdings reported first quarter fiscal 2027 revenue of $769 million, down 3.5% from a year earlier, while diluted earnings per share rose to $0.60 from $0.47. The company cut its fiscal 2027 revenue outlook to approximately $3.4 billion, citing inventory delays at Michael Kors, softer EMEA trends and foreign currency headwinds, but kept its diluted EPS outlook at approximately $2.15.
Q1 fiscal 2027 revenue was $769 million, down 3.5% (down 4.1% in constant currency); diluted EPS was $0.60 versus $0.47, and adjusted diluted EPS was $0.67
Fiscal 2027 revenue outlook was lowered to approximately $3.4 billion, with cited impacts of $50 million from Michael Kors inventory delays, $50 million from EMEA and $35 million from currency
Fiscal 2027 diluted EPS outlook was maintained at approximately $2.15; second quarter revenue is expected at approximately $780 million and diluted EPS at approximately $0.20
Net debt was $224 million as of June 27, 2026, versus $1.5 billion a year earlier
Freshpet reported second-quarter 2026 net sales of $305.6 million, up 15.5%, and net income of $19.5 million, up from $16.4 million, with Adjusted EBITDA of $52.2 million versus $44.4 million a year earlier. The company raised its 2026 net sales growth and Adjusted EBITDA guidance, while net income was helped by a $4.5 million gain on an equity investment sale.
Q2 2026 net sales $305.6 million, up 15.5%; volume gains of 15.7%
Q2 2026 net income $19.5 million vs. $16.4 million; includes $4.5 million gain on equity investment
2026 guidance raised: net sales growth 10% to 12%; Adjusted EBITDA $210 million to $220 million
Cash and cash equivalents $350.8 million as of June 30, 2026, after $54.4 million of share repurchases
Cencora reported fiscal third-quarter 2026 results for the quarter ended June 30, 2026, with revenue up 5.1 percent to $84.8 billion and GAAP diluted EPS up 11.9 percent to $3.94. The company raised its fiscal 2026 adjusted diluted EPS guidance to $17.75 to $17.95 from $17.70 to $17.90, and it repurchased $1 billion of shares during the quarter.
Revenue of $84.8 billion, up 5.1 percent year over year; GAAP diluted EPS of $3.94 versus $3.52 a year earlier
Adjusted diluted EPS of $4.48, up 12.0 percent from $4.00
Fiscal 2026 adjusted diluted EPS guidance raised to $17.75 to $17.95 from $17.70 to $17.90
Repurchased $1 billion of shares in the quarter; quarterly cash dividend of $0.60 per share payable August 31, 2026
CVS Health reported second-quarter 2026 GAAP diluted EPS of $2.31, up from $0.80 a year earlier, and Adjusted EPS of $2.58, up from $1.81. The company raised its full-year 2026 GAAP EPS, Adjusted EPS and cash flow from operations guidance, citing the Health Care Benefits and Pharmacy & Consumer Wellness segments, while maintaining a cautious view for the rest of the year due to elevated cost trends and possible macro headwinds.
Q2 2026 total revenues rose 7.3% to $106.1 billion; the prior-year quarter included $833 million in legacy litigation charges that did not recur
Full-year 2026 Adjusted EPS guidance raised to $7.90 to $8.10 from $7.30 to $7.50; GAAP diluted EPS guidance raised to $6.84 to $7.04 from $6.24 to $6.44
Cash flow from operations guidance raised to at least $11.5 billion from at least $9.5 billion; year-to-date operating cash flow was $10.6 billion
Zimmer Biomet reported second-quarter 2026 net sales of $2.177 billion, up 4.8% from the prior year, and diluted earnings per share of $1.03, up 33.8%. The company raised its full-year 2026 reported revenue and adjusted diluted EPS guidance, and adjusted EPS for the quarter was flat at $2.07.
Q2 net sales of $2.177 billion rose 4.8% reported and 4.0% on an organic constant currency basis.
Q2 diluted EPS was $1.03, up 33.8%; adjusted diluted EPS was $2.07, consistent with the prior year period.
2026 reported revenue change guidance raised to 3.9% to 4.9% from 2.5% to 4.5%; adjusted diluted EPS guidance raised to $8.47 to $8.59 from $8.40 to $8.55.
Share repurchase expectation increased to up to $1 billion of common stock during fiscal year 2026.
Elanco reported second quarter 2026 revenue of $1.37 billion, up 10% from a year earlier, and reported net income of $54 million, or $0.11 per diluted share, compared with $11 million a year earlier. The company raised its full-year 2026 guidance for revenue, adjusted EBITDA and adjusted EPS, and also gave third-quarter guidance. Shareholders get higher expected full-year results, though the third-quarter revenue and EPS ranges are lower than the second quarter's reported figures.
Q2 2026 revenue of $1,368 million, up 10% reported and 8% organic constant currency; adjusted EPS of $0.34, up 31%
Full-year 2026 guidance raised: revenue $5.09 billion to $5.14 billion, adjusted EBITDA $1.01 billion to $1.035 billion, adjusted EPS $1.10 to $1.16
Third-quarter 2026 guidance: revenue $1,195 million to $1,220 million, adjusted EBITDA $200 million to $215 million, adjusted EPS $0.19 to $0.22
Year-end net leverage ratio target improved to approximately 3.0x adjusted EBITDA; the June 30 ratio was 3.1x
Taboola reported second-quarter 2026 revenue of $476.8 million, up 2.4%, and a net income of $4.3 million compared with a net loss of $4.3 million a year earlier. The company raised its full-year 2026 guidance for ex-TAC Gross Profit and Adjusted EBITDA, but cash flow fell and full-year revenue guidance was not raised.
Q2 2026 revenue was $476.8 million, up 2.4%; ex-TAC Gross Profit was $192.4 million, up 11.8%
Adjusted EBITDA was $55.5 million, up 22.8%, with margin of 28.8% versus 26.2% a year earlier
Full-year 2026 guidance: ex-TAC Gross Profit $772 million to $783 million; Adjusted EBITDA $228 million to $240 million
Free Cash Flow was $17.3 million versus $34.2 million a year earlier; Q3 2026 revenue guidance is $460 million to $473 million
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