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).
Bob's Discount Furniture said in an August 6, 2026 Regulation FD filing that it reaffirmed its fiscal 2026 outlook but corrected the GAAP net income range to $142 million to $150 million. The earlier range inadvertently excluded the tax impact of a tariff refund received in the second quarter. All other metrics in the outlook remain unchanged, so the correction applies to GAAP net income only.
Corrected fiscal 2026 GAAP net income outlook: $142 million to $150 million.
The correction adds the tax impact of a tariff refund received in the second quarter, which the earlier range had omitted.
Full fiscal 2026 outlook reaffirmed; all other metrics remain unchanged from the August 6, 2026 outlook.
Second quarter 2026 financial results were announced on August 6, 2026.
i3 Verticals reported fiscal third-quarter results for the period ended June 30, 2026, with revenue up 2.2% to $53.1 million and diluted earnings per share from continuing operations of $0.19, compared with a loss of $0.03 a year earlier. The company also lowered its fiscal 2026 outlook, with revenue now expected at $216 million to $221 million, down from $221 million to $229 million, and adjusted EBITDA at $57 million to $60 million, down from $61 million to $65 million. Shareholders face a lower full-year range even though quarterly profit improved.
Q3 revenue was $53.1 million, up 2.2%; Q3 adjusted EBITDA was $13.3 million, up 4.6%.
Q3 diluted EPS from continuing operations was $0.19, versus a loss of $0.03 in the prior-year quarter.
FY2026 revenue outlook cut to $216 million-$221 million from $221 million-$229 million; adjusted EBITDA cut to $57 million-$60 million from $61 million-$65 million.
CEO Greg Daily said Q3 results were below expectations due to weak non-recurring revenue and implementation delays.
Sanuwave reported second-quarter 2026 revenue of $9.7 million, down 3% from $10.1 million a year earlier, and a net loss of $0.7 million compared with net income of $0.6 million in the prior-year quarter. The company withdrew its fiscal 2026 guidance, which it says should no longer be relied upon, citing Medicare reimbursement developments and will not issue new guidance until it has more clarity, expected after CMS publishes its final rule in the fourth quarter of 2026.
Q2 2026 revenue was $9.7 million, down 3% from $10.1 million in Q2 2025; gross margin was 76.2% versus 78.1%
Net loss was $0.7 million, or $(0.08) per share, versus net income of $0.6 million in Q2 2025
Adjusted EBITDA was $1.2 million versus $3.2 million a year earlier; 82 Ultramist systems were sold versus 116 in Q2 2025
Fiscal 2026 guidance withdrawn; no new guidance until CMS publishes its final rule, anticipated in Q4 2026
HASI reported second-quarter 2026 results on August 6, 2026, with GAAP diluted EPS of $0.92, up from $0.74 a year earlier, and Adjusted EPS of $0.75, up from $0.60. The company raised its Adjusted EPS guidance range to $3.55-$3.65 from $3.50-$3.60 and declared a quarterly dividend of $0.425 per share. Six-month GAAP diluted EPS was $0.43, down from $1.18 in the same period of 2025.
Q2 2026 GAAP diluted EPS was $0.92 versus $0.74 in Q2 2025; Adjusted EPS was $0.75 versus $0.60.
Six-month 2026 GAAP diluted EPS was $0.43 versus $1.18 for the first half of 2025.
Adjusted EPS guidance raised to $3.55-$3.65 from $3.50-$3.60; Adjusted ROE guidance of more than 17% in 2028 maintained.
Quarterly dividend of $0.425 per share, payable October 16, 2026, to holders of record as of October 2, 2026.
Ring Energy reported second-quarter 2026 net income of $64.8 million, or $0.27 per diluted share, compared with a net loss of $220.6 million in the first quarter, and revenue of $104.7 million, up 42% from the prior quarter. The company raised its midpoint for second-half 2026 oil production by about 2% and lowered its midpoint for lease operating expense by about 2%, and it gave initial 2027 targets, which together point to higher production and a planned increase in capital spending for the rest of 2026.
Q2 2026 net income of $64.8 million included a $42.2 million unrealized mark-to-market gain on commodity derivatives; adjusted net income was $24.0 million, or $0.10 per diluted share.
Second-half 2026 oil production guidance is 13,000 to 13,950 barrels per day, with the midpoint about 2% above prior guidance; capital spending guidance is $80 million to $100 million.
Initial 2027 guidance targets production growth of about 10% over full-year 2026 and capital expenditures about 10% lower than full-year 2026; 2027 capital spending is given as $135 million to $165 million.
Borrowings under the revolving credit facility fell to $360 million at June 30, 2026 from $426 million at March 31, 2026, and liquidity was about $226.1 million.
Nature's Sunshine reported second-quarter 2026 net sales up 2% to $117.0 million and gross profit margin up to 73.7%, but GAAP diluted earnings per share fell to $0.19 from $0.28. The company lowered its full-year 2026 net sales and adjusted EBITDA outlook, citing a stronger U.S. dollar and softness in China, and named Ruth Perkins as executive vice president and chief financial officer effective September 1, 2026.
Q2 2026 net sales rose 2% to $117.0 million; GAAP net income attributable to common shareholders was $3.5 million, or $0.19 per diluted share, versus $5.3 million, or $0.28, a year earlier.
Full-year 2026 net sales outlook was cut to $490 million to $500 million from $500 million to $515 million.
Full-year 2026 adjusted EBITDA outlook was cut to $48 million to $52 million from $50 million to $54 million.
Ruth Perkins appointed EVP and CFO effective September 1, 2026, with a $575,000 base salary and a target bonus of 70% of base salary.
Park Hotels & Resorts reported second quarter 2026 results, with comparable RevPAR up 5.8% and net income of $50 million, compared with a net loss of $2 million a year earlier. The company raised its full-year 2026 outlook, with Adjusted EBITDA now projected at $617 million to $637 million, up from $587 million to $617 million previously, which supports shareholder value.
Q2 diluted earnings per share were $0.24, versus a loss of $0.02 in Q2 2025; Adjusted EBITDA was $198 million, up 8.6%.
Full-year 2026 Adjusted EBITDA outlook raised to $617 million to $637 million from $587 million to $617 million; diluted EPS outlook raised to $0.35 to $0.45 from $0.29 to $0.44.
July comparable RevPAR is projected to rise 8.5% year over year, and third-quarter comparable group revenue pace is over 15%.
Board declared a third quarter cash dividend of $0.25 per share, payable October 15, 2026 to stockholders of record as of September 30, 2026.
Globus Medical reported second-quarter 2026 worldwide net sales of $789.6 million, up 5.9%, and raised its full-year 2026 non-GAAP diluted EPS guidance to $4.95 to $5.05 from $4.70 to $4.80. GAAP diluted EPS fell 26.2% to $1.10, mainly because of a $110.5 million bargain purchase gain recorded in the prior-year quarter related to the Nevro acquisition. Full-year 2026 revenue guidance of $3.18 billion to $3.22 billion was reaffirmed.
Q2 2026 worldwide net sales were $789.6 million, up 5.9% as reported and 5.6% on a constant currency basis.
Non-GAAP diluted EPS was $1.34, up 55.8% from $0.86; GAAP diluted EPS was $1.10, down 26.2% from $1.49.
Full-year 2026 non-GAAP diluted EPS guidance raised to $4.95 to $5.05 from $4.70 to $4.80.
Full-year 2026 revenue guidance reaffirmed at $3.18 billion to $3.22 billion.
Puma Biotechnology reported second-quarter 2026 total revenue of $56.5 million, up from $52.4 million a year earlier, and net income of $8.2 million, or $0.16 per diluted share, versus $5.9 million, or $0.12, in the second quarter of 2025. The company raised its full-year 2026 total revenue and net income outlook, citing increased demand for NERLYNX, but first-half net income fell to $4.4 million from $8.8 million.
Q2 2026 total revenue was $56.5 million versus $52.4 million; net product revenue was $53.6 million versus $49.2 million.
Q2 2026 net income was $8.2 million, or $0.16 per diluted share, versus $5.9 million, or $0.12, in Q2 2025.
Full-year 2026 net income outlook raised to $17–$20 million from $16–$19 million; total revenue outlook raised to $224–$231 million from $222–$229 million.
First-half 2026 net income was $4.4 million, or $0.08 per diluted share, versus $8.8 million, or $0.18, in the first half of 2025.
American Healthcare REIT reported second quarter 2026 results that rose from a year earlier, with revenue of $674.3 million and GAAP net income attributable to controlling interest of $30.6 million, or $0.16 per diluted share. The company raised its full-year 2026 NFFO per diluted share guidance to $2.15 to $2.19 and its same-store NOI growth guidance to 11.0% to 13.0%, which raises the expected per-share earnings for shareholders.
Q2 2026 GAAP net income attributable to controlling interest was $30.6 million, or $0.16 per diluted share, versus $9.9 million, or $0.06, in Q2 2025.
Q2 2026 total revenues were $674.3 million, versus $542.5 million a year earlier; Normalized FFO was $0.54 per diluted share, versus $0.42.
2026 NFFO per diluted share guidance was raised to $2.15 to $2.19 from $2.03 to $2.09; total portfolio same-store NOI growth guidance was raised to 11.0% to 13.0% from 9.0% to 12.0%.
Net debt-to-annualized adjusted EBITDA fell to 2.5x as of June 30, 2026, from 3.0x as of March 31, 2026.
Sweetgreen reported second-quarter 2026 revenue up 3.8% to $192.7 million, but same-store sales fell 6.2%, the net loss widened to $26.3 million from $23.2 million, and restaurant-level profit margin dropped to 13.1% from 18.9%. The company updated its fiscal 2026 outlook, citing reduced consumer demand for fresh prepared foods after a multistate cyclosporiasis outbreak that began in mid-July. For shareholders, the results show profitability still under pressure and a weaker expected year.
Revenue of $192.7 million rose 3.8%, but same-store sales fell 6.2%, with traffic down 2.0% and product mix down 4.2%.
Net loss was $26.3 million, or $(0.22) per share, versus a net loss of $23.2 million a year earlier.
Adjusted EBITDA was $(0.2) million, compared with $6.4 million in the prior-year quarter.
For fiscal 2026, the company expects same-store sales of (8.0)% to (7.0)% and adjusted EBITDA of $(27.0) million to $(23.0) million.
Guardian Pharmacy Services reported second-quarter 2026 revenue of $351.8 million, up 2% year over year, and net income of $22.1 million, compared with $8.8 million a year earlier. The company raised its full-year 2026 revenue and Adjusted EBITDA guidance, but net income includes an $8.5 million payor-dispute settlement payment.
Revenue guidance raised to $1.43 billion-$1.45 billion from $1.40 billion-$1.42 billion; Adjusted EBITDA guidance raised to $129 million-$131 million from $122 million-$127 million.
Q2 Adjusted EBITDA was $29.7 million versus $25.0 million a year earlier; diluted EPS was $0.34 versus $0.14.
Net income includes an $8.5 million settlement related to a payor dispute, announced for April 21, 2026.
Company completed the Wellness Concepts acquisition after quarter-end; guidance excludes future acquisitions.
electroCore reported second quarter 2026 net sales of $9.5 million, up 28% from $7.4 million a year earlier, and a GAAP net loss of $3.1 million, down from $3.7 million. The company raised its full-year 2026 revenue guidance to greater than 30% growth over 2025 and targets positive Adjusted EBITDA in the third quarter of 2027, which matters to shareholders because revenue growth and guidance improved while cash stood at about $10.0 million at June 30, 2026.
Q2 2026 net sales were $9.5 million versus $7.4 million in Q2 2025, an increase of about 28%.
GAAP net loss was $3.1 million, or $0.33 per share, compared with $3.7 million, or $0.44 per share, a year earlier.
2026 revenue guidance was raised to greater than 30% annual growth over full-year 2025.
Cash, cash equivalents and marketable securities were about $10.0 million at June 30, 2026, versus about $11.6 million at December 31, 2025.
PAR Technology reported second-quarter 2026 revenue of $133.4 million, up 18.7% from a year earlier, and a GAAP net loss of $16.9 million, narrower than the $21.0 million loss in the prior-year quarter. The company raised its full-year 2026 revenue and adjusted EBITDA outlook, which signals higher expected results for shareholders, although the third-quarter guidance range is lower than the second-quarter revenue.
Q2 2026 revenue $133.4 million vs. $112.4 million in Q2 2025; diluted loss per share $(0.41) vs. $(0.52)
Adjusted EBITDA $14.3 million vs. $5.5 million a year earlier; subscription service gross margin 55.2% vs. 55.3%
FY2026 revenue outlook raised to $516.0 million to $523.0 million (from $500.0 million to $515.0 million); adjusted EBITDA outlook raised to $50.0 million to $53.0 million (from $44.0 million to $47.0 million)
Q2 included a $5.4 million intangible asset impairment loss; ARR reached $338.0 million, up 17% year over year
OmniAb reported second-quarter 2026 revenue of $13.4 million, up from $3.9 million a year earlier, mainly due to milestone revenue, and its net loss narrowed to $5.9 million from $15.9 million. The company raised its full-year 2026 revenue outlook to $32 million to $36 million from $28 million to $33 million, which indicates management expects higher sales for the year.
Q2 2026 revenue was $13.4 million versus $3.9 million in Q2 2025, driven primarily by milestone revenue.
Q2 2026 net loss was $5.9 million, or $0.05 per share, versus $15.9 million, or $0.15 per share, a year earlier.
2026 revenue guidance raised to $32 million-$36 million from $28 million-$33 million; year-end cash guidance raised to $37 million-$41 million.
Cash, cash equivalents and short-term investments were $52.0 million as of June 30, 2026.
Ardelyx reported second-quarter 2026 total product revenue of $118.1 million, up 31% from a year earlier, and a narrower net loss of $16.7 million, or $(0.07) per share. The company cut its full-year 2026 IBSRELA revenue guidance to $350 million to $370 million from $410 million to $430 million, and withdrew its long-term XPHOZAH guidance, citing payor access barriers and evolving market dynamics that matter to shareholders' view of growth timing.
Q2 2026 total product revenue was $118.1 million, up from $90.1 million; IBSRELA $86.2 million (up 33%) and XPHOZAH $31.9 million (up 27%).
Net loss narrowed to $16.7 million, or $(0.07) per share, from $19.1 million, or $(0.08) per share, a year earlier.
FY 2026 IBSRELA revenue guidance revised to $350 million to $370 million from $410 million to $430 million; XPHOZAH FY 2026 guidance reiterated at $110 million to $120 million.
Operating expense guidance lowered to below $500 million from up to $520 million; long-term XPHOZAH guidance withdrawn and timing of the $1 billion IBSRELA target under evaluation.
QuidelOrtho reported second-quarter 2026 total revenue of $631 million, up 3% as reported, and a GAAP net loss of $93 million, narrower than the $255 million loss a year earlier. The company cut its full-year 2026 revenue, adjusted EBITDA and adjusted EPS guidance and withdrew its free cash flow guidance, citing China demand headwinds and a softer global respiratory environment.
Q2 2026 total revenue $631 million, up 3% as reported and 2% in constant currency; excluding China, up 6%
GAAP net loss $93 million, or $1.36 per share, versus $255 million prior-year; adjusted diluted EPS $0.13
Full-year 2026 revenue guidance lowered to $2.52 billion to $2.60 billion from $2.70 billion to $2.75 billion
Adjusted EBITDA guidance lowered to $540 million to $560 million from $615 million to $630 million; free cash flow guidance withdrawn (previously $100 million to $120 million)
Halozyme reported second quarter 2026 total revenue of $481 million, up 48% from a year earlier, and GAAP diluted EPS of $1.90 versus $1.33. The company raised its full-year 2026 guidance for total revenue, royalty revenue, adjusted EBITDA and non-GAAP diluted EPS, and said it repurchased $333 million of shares in the quarter.
Q2 2026 total revenue $481.0 million vs. $325.7 million in Q2 2025; royalties $307.7 million, up 50%
Net income $229.9 million vs. $165.2 million; GAAP diluted EPS $1.90 vs. $1.33
2026 non-GAAP diluted EPS guidance raised to $8.65-$9.00 from $7.75-$8.25; total revenue guidance raised to $1.835-$1.910 billion
Repurchased 4.8 million shares for $332.8 million at an average price of $69.30 in Q2 2026
Republic Services reported second-quarter 2026 revenue of $4,430 million, up from $4,235 million a year earlier, and net income of $566 million, or $1.84 per diluted share, versus $1.75 a year earlier. The company raised its full-year 2026 revenue, adjusted EBITDA and adjusted free cash flow guidance and updated its adjusted EPS guidance, and it increased its quarterly dividend.
Q2 2026 diluted EPS was $1.84, up from $1.75; adjusted EPS was $1.85, up from $1.77
Full-year 2026 revenue guidance is $17.2 billion to $17.3 billion; adjusted EBITDA guidance is $5.525 billion to $5.550 billion
Full-year 2026 adjusted diluted EPS guidance is $7.23 to $7.28; adjusted free cash flow guidance is $2.540 billion to $2.575 billion
Quarterly dividend is $0.670 per share, payable October 15, 2026, to holders of record on October 2, 2026
Urban Edge Properties reported second-quarter 2026 results, with FFO as Adjusted of $0.40 per diluted share, up from $0.36 a year earlier, and raised its full-year 2026 FFO as Adjusted guidance by $0.02 per share at the midpoint. Net income attributable to common shareholders fell to $17.9 million, a decline the company attributes mainly to a $49.5 million gain on property sales in the second quarter of 2025.
Q2 2026 FFO as Adjusted was $52.3 million, or $0.40 per diluted share, versus $47.3 million, or $0.36, in Q2 2025.
Q2 2026 net income attributable to common shareholders was $17.9 million, or $0.14 per diluted share, versus $58.0 million, or $0.46, in Q2 2025.
2026 FFO as Adjusted guidance was raised to $1.50 to $1.54 per diluted share from $1.48 to $1.52.
Board declared a quarterly common dividend of $0.21 per share, payable September 30, 2026 to holders of record on September 15, 2026.
Maravai LifeSciences reported second quarter 2026 revenue of $51.4 million, up 8.5% from the prior year, and a net loss of $21.6 million, compared with a net loss of $69.8 million in the second quarter of 2025. The company raised its full year 2026 Adjusted EBITDA guidance to $33 million to $35 million, from $30 million to $32 million, and reiterated its full year 2026 revenue guidance of $205 million to $215 million.
Q2 2026 revenue was $51.4 million, up 8.5%; TriLink rose 11.5% and Cygnus rose 2.8%.
Net loss narrowed to $21.6 million from $69.8 million a year earlier; net loss attributable to Maravai shareholders was $12.4 million.
Net loss per Class A common share was $(0.08), compared with $(0.27) in the second quarter of 2025.
Full year 2026 Adjusted EBITDA (non-GAAP) guidance raised to $33.0 million to $35.0 million; revenue guidance of $205.0 million to $215.0 million reiterated.
Gevo reported second-quarter 2026 revenue of $46.5 million, up from $43.4 million a year earlier, but posted a GAAP net loss attributable to Gevo of $177 million, or $0.75 per share, after a one-time non-cash charge of $176 million tied to exiting its ATJ-60 project in South Dakota. The company raised its full-year 2026 non-GAAP Adjusted EBITDA outlook to greater than $60 million from a prior target of $30 million, citing expected Canada Clean Fuel Regulation sales and Section 45Z tax credits.
Q2 2026 revenue $46.5 million vs. $43.4 million in Q2 2025; non-GAAP Adjusted EBITDA $11 million vs. $17 million a year earlier
Net loss attributable to Gevo of $177 million ($0.75 per share), including $136 million of asset impairment and $40 million allowance for credit losses on refundable deposits
Full-year 2026 Adjusted EBITDA outlook raised to greater than $60 million from $30 million; new Canada CFR sales expected in Q3 2026
Gevo is exiting low-carbon ethanol and SAF activities in Lake Preston, South Dakota, to focus on Gevo North Dakota
Mitek Systems reported fiscal third-quarter revenue of $54.0 million for the quarter ended June 30, 2026, up 18% from $45.7 million a year earlier, and GAAP net income of $8.4 million, or $0.17 per diluted share, compared with $2.4 million, or $0.05, a year ago. The company raised its fiscal 2026 revenue guidance to $195 million to $200 million and its adjusted EBITDA margin guidance to 32% to 34%, and it also announced a board chair transition effective October 1, 2026.
Total revenue was $54.0 million, up 18% from $45.7 million; SaaS revenue was $26.2 million, up 36%.
GAAP net income was $8.4 million ($0.17 diluted EPS) versus $2.4 million ($0.05) a year ago.
Fiscal 2026 revenue guidance raised to $195 million to $200 million; fiscal fourth-quarter revenue guidance is $42 million to $47 million.
Mark Rossi was elected non-executive Chairman effective October 1, 2026, succeeding Scott Carter, who will remain a director; Aaron Seyler joins as Chief Revenue Officer effective August 17, 2026.
Manitowoc reported second-quarter 2026 net income of $14.2 million, or $0.39 per diluted share, versus $1.5 million a year earlier, on net sales of $594.9 million, up 10.3%. The company raised its full-year 2026 guidance, including adjusted diluted EPS of $0.80 to $1.20, up from $0.45 to $0.90, which signals stronger expected profitability for shareholders.
Q2 net sales of $594.9 million, up 10.3% year-over-year; orders of $708.7 million, up 56.1%
Q2 net income of $14.2 million ($0.39 per diluted share) versus $1.5 million a year earlier; adjusted EPS of $0.46
Full-year 2026 adjusted EBITDA guidance raised to $150 million to $170 million from $125 million to $150 million, including a $16 million benefit from tariff refunds
Q2 adjusted EBITDA of $48.9 million, up 85.9%; operating cash flow of $8.0 million
Airbnb reported second-quarter 2026 revenue of $3.6 billion, up 17% year over year, and net income of $816 million, which included a $77 million tax-related benefit. The company raised its full-year 2026 outlook for revenue growth and Adjusted EBITDA Margin, which signals stronger expected results for shareholders.
Q2 2026 revenue was $3.6 billion, up 17% year over year (13% excluding FX); Adjusted EBITDA was $1.3 billion, up 21%, at a 35% margin
Q2 2026 net income was $816 million, including a $77 million benefit tied to prior-year taxes
Full-year 2026 revenue growth now expected to be at least mid teens; Adjusted EBITDA Margin now expected to be at least 35.5%
Company repurchased $1.1 billion of Class A common stock in Q2 2026 and had $3.4 billion of repurchase authorization remaining as of June 30, 2026
Maximus reported fiscal third-quarter 2026 revenue of $1.28 billion, down from $1.35 billion a year earlier, while diluted EPS rose to $1.95 from $1.86. The company reiterated its fiscal 2026 revenue guidance of $5.2 billion to $5.35 billion but updated its earnings and free cash flow guidance to reflect a temporary contractual modification on a major federal program, which affects profitability for the rest of the year.
Q3 revenue was $1.28 billion versus $1.35 billion a year earlier; prior-year results included natural disaster and clinical volume surges.
Diluted EPS was $1.95 versus $1.86; adjusted diluted EPS was $2.22 versus $2.16.
Fiscal 2026 adjusted diluted EPS guidance is now $7.90 to $8.20; free cash flow guidance is $425 million to $475 million.
Board refreshed the repurchase authorization to $400 million in May 2026; the quarterly dividend is $0.33, payable August 31, 2026.
Ralph Lauren reported first-quarter fiscal 2027 revenue of $2.0 billion, up 14% on a reported basis, and diluted EPS of $4.28, up 22% from $3.52 a year earlier. The company raised its full-year fiscal 2027 constant-currency revenue growth outlook to be centered around 5% to 6% and its operating margin expansion outlook, citing stronger-than-expected first-quarter results.
Q1 fiscal 2027 revenue rose 14% to $2.0 billion reported, 13% in constant currency; diluted EPS was $4.28 reported and $4.59 adjusted, versus $3.52 and $3.77 a year earlier
Full-year fiscal 2027 constant-currency revenue growth is now centered around 5% to 6%, and operating margin is expected to expand approximately 60 to 80 basis points
Q1 net income was $262 million; the company repurchased approximately $250 million of Class A stock and paid dividends of $54.8 million in the quarter
Second-quarter guidance calls for constant-currency revenue growth centered around 5% to 6%, with foreign currency expected to reduce revenue growth by 100 to 150 basis points
ACI Worldwide reported second-quarter 2026 revenue of $430 million, up 7% from a year earlier, and GAAP net income of $32 million, compared with $12 million in the second quarter of 2025. The company raised its full-year 2026 revenue and adjusted EBITDA guidance, though Biller segment profit and new ARR bookings declined.
Q2 2026 revenue was $430 million, up 7%; GAAP diluted EPS was $0.31 versus $0.12, and adjusted diluted EPS was $0.54, up 54%.
Full-year 2026 revenue guidance rose to $1.895 billion to $1.925 billion from $1.890 billion to $1.920 billion; adjusted EBITDA guidance rose to $545 million to $560 million from $540 million to $555 million.
Biller adjusted EBITDA fell 13% to $35 million, and net new ARR bookings fell 25% to $18 million in Q2 2026.
The company repurchased 2.5 million shares for $107 million year to date and has $349 million remaining on its buyback authorization.
Sabre reported second-quarter 2026 revenue of $712 million, up 4% from a year earlier, and a net loss attributable to common stockholders of $36 million, down from $256 million in the second quarter of 2025. The company raised its 2026 Pro Forma Adjusted EBITDA and Free Cash Flow guidance and reaffirmed its revenue and air distribution bookings guidance, which matters to shareholders because it signals stronger expected profitability and cash generation for the year.
Q2 2026 revenue was $712 million, up 4% from $687 million in Q2 2025; Normalized Adjusted EBITDA was $151 million, up 19%.
Net loss attributable to common stockholders narrowed to $36 million from $256 million; diluted loss per share was $0.09 versus $0.65.
Free Cash Flow was $10 million in Q2 2026, compared with negative $240 million in Q2 2025.
Full-year 2026 Pro Forma Adjusted EBITDA guidance is about $600 million, up 12% year over year; Free Cash Flow guidance is about negative $65 million.
Collegium reported second-quarter 2026 product revenues of $199.9 million, up 6% from a year earlier, and a GAAP net loss of $15.1 million, compared with net income of $12.0 million a year earlier. The company completed its AZSTARYS acquisition in May, but lowered its full-year 2026 guidance for product revenues and adjusted EBITDA, citing lower-than-expected revenue from authorized generic versions of Nucynta and Nucynta ER.
Q2 2026 product revenues, net of $199.9 million, up 6% year over year; JORNAY PM net revenue of $46.1 million, up 41%
GAAP net loss of $15.1 million, or $(0.46) per share, versus GAAP net income of $12.0 million, or $0.38 per share, in Q2 2025
Full-year 2026 product revenues, net guidance lowered to $825 million to $855 million from $865 million to $895 million; adjusted EBITDA guidance lowered to $445 million to $470 million from $475 million to $500 million
AZSTARYS acquisition completed in May 2026 and generated $12.9 million in net revenue from May 12 to June 30, 2026; AZSTARYS 2026 revenue guidance raised to $65 million to $75 million
Curtiss-Wright reported second-quarter 2026 sales of $924 million, up 5%, and reported diluted EPS of $4.07, compared with $3.19 a year earlier. Adjusted diluted EPS was $3.72, up 15%, and the reported figure includes a $0.36 gain on equity securities. The company raised its full-year 2026 adjusted guidance, including diluted EPS of $15.10 to $15.40, up from $14.90 to $15.30.
Q2 2026 sales of $924 million, up 5%; reported diluted EPS of $4.07 versus $3.19; adjusted diluted EPS of $3.72, up 15%
Full-year 2026 adjusted diluted EPS guidance raised to $15.10 to $15.40 from $14.90 to $15.30
Full-year 2026 sales growth guidance raised to 8% to 9% from 7% to 8%; free cash flow guidance raised to $585 million to $605 million
Q2 2026 free cash flow of $160 million, up from $117 million a year earlier
Genesis Energy reported second quarter 2026 net income attributable to the partnership of $42.9 million, compared with a net loss of $0.4 million a year earlier, on revenue of $532.0 million. The company now expects full-year 2026 Adjusted EBITDA towards the lower end of the range it gave on its year-end call, citing lower producer volumes offshore, and it raised the quarterly common unit distribution to $0.20.
Q2 2026 revenue was $532.0 million, up from $377.3 million in Q2 2025; Adjusted EBITDA was $171.5 million, up from $122.9 million.
Available Cash before Reserves to common unitholders was $78.3 million, covering the $0.20 quarterly distribution 3.2 times.
Full-year 2026 Adjusted EBITDA is now expected towards the lower end of the range given on the year-end call; the company will update in early November.
Offshore pipeline volumes were slightly below expectations in Q2 and have continued into the third quarter due to producer downtime.
Sotera Health reported second-quarter 2026 net revenues of $321.4 million, up 9.2% from a year earlier, and net income of $54 million, or $0.19 per diluted share, compared with $8 million, or $0.03, in the second quarter of 2025. The company raised its full-year 2026 net revenue and Adjusted EBITDA outlook, which points to higher expected results for shareholders this year.
Q2 2026 net revenues rose 9.2% to $321.4 million; Adjusted EPS was $0.26, up 30%
Q2 2026 net income was $54 million, or $0.19 per diluted share, versus $8 million, or $0.03, a year earlier
Full-year 2026 net revenue outlook raised to $1.236 billion to $1.254 billion; Adjusted EBITDA outlook raised to $634 million to $643 million
Ironwood Pharmaceuticals reported second quarter 2026 total revenue of $113.0 million, up from $85.2 million a year earlier, and GAAP net income of $51.3 million, or $0.31 per diluted share, compared with $0.14 a year earlier. The company raised its full-year 2026 guidance for U.S. LINZESS net sales, total revenue and adjusted EBITDA, and repaid a $200 million convertible note at maturity from cash on hand.
Q2 2026 U.S. LINZESS net sales were $282.3 million, up 14% from $248.0 million in Q2 2025
Updated 2026 guidance: U.S. LINZESS net sales $1.15 to $1.20 billion (prior $1.125 to $1.175 billion); total revenue $460 to $485 million; adjusted EBITDA greater than $310 million
Cash and cash equivalents were $79.1 million at June 30, 2026, down from $215.5 million at end of 2025; $385.0 million drawn on the revolving credit facility
Ronald Silver serves as Interim CFO after Gregory Martini's resignation in May 2026
Zoetis reported flat second-quarter 2026 revenue of $2.5 billion and net income of $691 million, or $1.65 per diluted share, up 1% on a reported basis. The company also cut its full-year 2026 guidance: revenue is now $9.120 billion to $9.320 billion, down from $9.680 billion to $9.960 billion, and adjusted diluted EPS is now $6.15 to $6.25, down from $6.85 to $7.00. The cut reflects a weaker Companion Animal market, which the company said was affected by lower clinic visits, pet owner price sensitivity and heightened competition.
Q2 2026 revenue was $2.5 billion, flat versus Q2 2025; U.S. segment revenue fell 7% while International rose 8% on a reported basis.
Q2 2026 adjusted net income was $781 million, or $1.87 per diluted share, down 1% and up 5% respectively on a reported basis.
Full-year 2026 revenue guidance was revised to $9.120 billion to $9.320 billion, organic operational growth of (3)% to (1)%, versus prior guidance of 2% to 5%.
Full-year 2026 adjusted diluted EPS guidance was revised to $6.15 to $6.25, down from $6.85 to $7.00; reported diluted EPS guidance is $5.55 to $5.65.
Ligand reported second-quarter 2026 total revenue of $63.7 million, up 34% from a year earlier, and GAAP net income of $48.5 million, or $2.22 per diluted share, compared with $4.8 million, or $0.24, in the prior-year quarter. The company raised the low end of its 2026 adjusted EPS guidance to $9.00 to $9.50 and kept its revenue guidance unchanged, which shareholders may weigh against the non-cash gain that boosted GAAP results.
Q2 2026 total revenue was $63.7 million vs. $47.6 million; royalties were $48.0 million vs. $36.4 million.
GAAP net income was $48.5 million ($2.22 per diluted share), including a $35.7 million non-cash gain tied to Pelthos Therapeutics investments.
Adjusted EPS guidance is now $9.00 to $9.50 (previously $8.50 to $9.50); 2026 total revenue guidance of $270 million to $310 million is reaffirmed.
The $700 million 0.00% convertible notes due 2031 closed June 25, 2026; the XOMA Royalty acquisition closed July 14, 2026, with holders receiving $39.00 in cash per share plus a CVR.
Lamar Advertising reported second-quarter 2026 net revenues of $616.7 million, up 6.5%, and net income of $164.6 million, up 6.2%. The company raised its full-year 2026 diluted AFFO per share guidance to $8.75 to $8.90 and gave diluted earnings per share guidance of $5.95 to $5.99.
Q2 2026 diluted EPS was $1.58, versus $1.52 in Q2 2025; diluted AFFO per share rose 8.1% to $2.40
Q2 2026 AFFO was $247.9 million, up 10.1%; adjusted EBITDA was $303.4 million, up 9.0%
Six-month net income fell 9.4% to $266.5 million, mainly because of a $67.8 million gain on the 2025 sale of Vistar Media interest
As of June 30, 2026, total liquidity was $720.2 million
Marriott Vacations Worldwide reported second-quarter 2026 results on August 6, 2026, with total revenues of $1.3 billion, up 6% from a year earlier, and net income attributable to common stockholders of $77 million, up from $69 million. The company raised its full-year 2026 guidance for contract sales, Adjusted EBITDA and Adjusted free cash flow, which points to higher expected results for shareholders, though the guidance excludes items such as restructuring, litigation and impairment charges that the company says may be significant.
Q2 2026 contract sales rose 22% to $545 million; diluted EPS was $2.12 versus $1.77 a year earlier
Adjusted EBITDA rose to $215 million from $203 million; Adjusted EBITDA margin was 23.4% versus 24.3%
2026 contract sales guidance raised to $2,080 million to $2,115 million from $1,815 million to $1,885 million
2026 adjusted diluted EPS guidance raised to $8.25 to $9.05 from $7.05 to $7.80
Papa John's reported second quarter 2026 revenue of $482.4 million, down 8.8% from a year earlier, and diluted EPS of $0.24 versus $0.28. The company cut its 2026 adjusted EBITDA outlook to $180 million to $190 million from $200 million to $210 million and suspended its quarterly dividend beginning with the third quarter of 2026, which shareholders will not receive under the new policy.
Total revenues were $482.4 million, down $46.8 million, or 8.8%, from the prior year second quarter; net income was $8.7 million versus $9.7 million.
North America comparable sales fell 8.3%, while International comparable sales rose 1.5%.
Adjusted diluted EPS was $0.46 versus $0.41, excluding items the company defines as non-GAAP.
2026 outlook: adjusted EBITDA lowered to $180 million to $190 million; North America comparable sales now expected down 6% to 8%, from down 2% to 4%.
Privia Health Group reported second-quarter 2026 revenue of $632.6 million, up 21.4% from a year earlier, and net income attributable to the company of $9.0 million, up from $2.7 million. The company also raised its full-year 2026 guidance for all key financial metrics, including Adjusted EBITDA of $145 million to $155 million, which indicates improved profitability expectations for shareholders.
Q2 2026 revenue was $632.6 million, up 21.4% from $521.2 million in Q2 2025.
Q2 2026 net income attributable to Privia was $9.0 million, or $0.07 per share, versus $2.7 million, or $0.02 per share, a year earlier.
Q2 2026 Adjusted EBITDA was $37.4 million, up 29.1% from $29.0 million.
Updated full-year 2026 guidance includes Adjusted EBITDA of $145 million to $155 million and GAAP revenue of $2.35 billion to $2.45 billion.
Oscar Health reported second-quarter 2026 total revenue of $4.9 billion, up from $2.9 billion a year earlier, and net income attributable to the company of $361.8 million, or $1.10 per diluted share, compared with a loss of $228.4 million, or $(0.89) per share, in the second quarter of 2025. The company also raised its full-year 2026 earnings from operations guidance to $500 million to $700 million from $250 million to $450 million, which points to higher expected profitability for shareholders.
Q2 2026 medical loss ratio was 79.2%, compared with 91.1% in Q2 2025, which the company attributed partly to $164 million of favorable prior period reserve development.
Q2 2026 earnings from operations were $388.6 million, compared with a loss from operations of $230.5 million in Q2 2025.
Full-year 2026 guidance for medical loss ratio was lowered to 81.5% to 82.5% from 82.4% to 83.4%, and total revenue guidance of $18.7 billion to $19.0 billion was unchanged.
Effectuated membership was 2,963,002 as of June 30, 2026, compared with 2,027,148 a year earlier.
Haemonetics reported first-quarter fiscal 2027 revenue of $339.4 million, up 5.6%, with GAAP earnings of $0.72 per diluted share versus $0.70 a year earlier. The company raised its fiscal 2027 organic revenue growth guidance to 4% to 7% from 3% to 6%, though GAAP net income fell 3.0% to $33.0 million.
Q1 fiscal 2027 revenue was $339.4 million, up 5.6%; organic revenue growth was 5.9%.
GAAP diluted EPS was $0.72 versus $0.70; adjusted diluted EPS was $1.14, up 3.6%.
Organic revenue growth guidance was raised to 4% to 7% from 3% to 6%; reported revenue guidance was raised to 5% to 8% from 4% to 7%.
Free cash flow was $39.1 million, up $36.6 million; cash on hand was $223.4 million as of June 27, 2026.
Avient reported second-quarter 2026 sales of $917 million, up 5.8% from a year earlier, and adjusted EPS of $0.96, up 20% and above its $0.89 guidance. The company raised its full-year 2026 adjusted EPS guidance to $3.10 to $3.25 from $2.93 to $3.17, which it says represents 10% to 15% growth. Higher guidance and stronger earnings are positive for shareholders, though the release does not discuss risks beyond its standard forward-looking statements.
Q2 2026 sales rose 5.8% to $917 million, including 4.3% organic growth and 1.5% favorable foreign exchange
Q2 GAAP EPS was $0.70 versus $0.57 a year earlier; adjusted EPS was $0.96 versus $0.80
Full-year 2026 adjusted EBITDA guidance is $575 million to $603 million, and adjusted EPS guidance is $3.10 to $3.25
Avient repaid $50 million of debt in Q2 and expects to repay $100 million to $150 million in total during 2026
First Advantage reported second-quarter 2026 revenue of $448.8 million, up 14.9% from a year earlier, and GAAP net income of $16.9 million, compared with $0.3 million in the same period of 2025. The company raised its full-year 2026 guidance for revenue, Adjusted EBITDA, Adjusted Net Income and Adjusted Diluted EPS, and separately added Silver Lake employee Sharon Binger to its board effective August 6, 2026.
Q2 2026 revenue of $448.8 million, up 14.9%; GAAP diluted EPS of $0.10 versus $0.00 a year earlier
Adjusted Diluted EPS of $0.35, up 29.6% from $0.27
Full-year 2026 revenue guidance raised to $1.67 billion to $1.71 billion from $1.625 billion to $1.70 billion
Sharon Binger appointed Class I director effective August 6, 2026, at Silver Lake's request; board increased to nine directors
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