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).
Ulta Beauty reported second-quarter fiscal 2026 results with net sales up 8.9% to $3.0 billion and diluted EPS up 13.3% to $6.55. The company raised its fiscal 2026 diluted EPS outlook to $28.70 to $29.00 from $28.36 to $28.80 and increased its fiscal 2026 stock repurchase plan to $1.8 billion from $1.5 billion, which matters to shareholders because it signals stronger expected profit and more capital returned to them.
Net sales rose 8.9% to $3.0 billion, while comparable sales increased 3.8% for the quarter ended August 1, 2026.
Operating income increased 10.1% to $379.6 million; gross margin slipped to 39.1% from 39.2%.
Updated fiscal 2026 diluted EPS outlook is $28.70 to $29.00, up from $28.36 to $28.80.
Fiscal 2026 repurchase plan increased to $1.8 billion from $1.5 billion; $1.0 billion remained under the $3.0 billion program as of August 1, 2026.
Rubrik reported second-quarter fiscal 2027 revenue of $427.3 million, up 38% from a year earlier, and a GAAP net loss of $(0.30) per share, narrower than $(0.49) a year earlier. The company raised guidance for all guided metrics for fiscal 2027 and said results exceeded all guided metrics. The board also added Rakefet Russak-Aminoach as a director, expanding the board from eight to nine members.
Q2 total revenue $427.3 million, up 38% from $309.9 million; subscription ARR $1.66 billion, up 33% year over year
GAAP net loss per share $(0.30) vs $(0.49); non-GAAP diluted net income per share $0.20 vs $(0.03)
Fiscal 2027 revenue guidance $1,685 million to $1,693 million; free cash flow guidance $323 million to $333 million
Rakefet Russak-Aminoach appointed Class I director effective August 26, 2026, with a term expiring at the 2028 annual meeting
Build-A-Bear reported second-quarter fiscal 2026 total revenues of $115.3 million, down from $124.2 million, and diluted EPS of $0.70, down from $0.94. The company lowered its fiscal 2026 revenue outlook to $500 million to $525 million and its pre-tax income outlook to $60 million to $68 million. The company also terminated Chief Growth Officer David Henderson without cause, effective August 26, 2026.
Second-quarter total revenues were $115.3 million, down from $124.2 million, and pre-tax income was $11.6 million, down from $15.3 million.
Second-quarter diluted EPS was $0.70, compared with $0.94 a year earlier.
Fiscal 2026 revenue outlook was lowered to $500 million to $525 million, and pre-tax income outlook to $60 million to $68 million, including an approximately $7 million IEEPA tariff refund.
Chief Growth Officer David Henderson was terminated without cause on August 26, 2026, with severance of $501,500 payable over 12 months.
CrowdStrike reported fiscal second-quarter 2027 revenue of $1.47 billion, up 26% from a year earlier, and GAAP net income attributable to CrowdStrike of $5.3 million, compared with a loss of $70.2 million a year earlier. The company raised its fiscal 2027 net new ARR growth guidance to 34% at the midpoint, an increase of 630 basis points, which is a significant change in its outlook for shareholders.
Total revenue was $1.47 billion, up 26% from $1.17 billion in Q2 fiscal 2026; ARR grew 25% to $5.84 billion as of July 31, 2026.
GAAP net income attributable to CrowdStrike was $5.3 million, or $0.01 per diluted share, versus a loss of $70.2 million, or $0.07 per share, a year earlier.
Fiscal 2027 net new ARR growth guidance was raised to 34% at the midpoint, up 630 basis points.
Full-year fiscal 2027 total revenue guidance is $5,991.1 million to $6,011.1 million; Q3 fiscal 2027 total revenue guidance is $1,523.2 million to $1,529.2 million.
Everpure reported fiscal second-quarter 2027 revenue of $1.2 billion, up 38% from a year earlier, and net income of $74 million, up from $47 million. The company raised its fiscal 2027 revenue guidance to $5.03 billion to $5.07 billion from $4.41 billion to $4.51 billion, but operating cash flow was negative $136 million in the quarter.
Q2 fiscal 2027 revenue was $1.2 billion, up 38% year over year; product revenue was $687 million, up 54%.
Net income was $74 million, or $0.21 per diluted share, compared with $47 million, or $0.14, a year earlier.
Fiscal 2027 revenue guidance rose to $5.03 billion to $5.07 billion; non-GAAP operating income guidance rose to $940 million to $960 million.
Operating cash flow was negative $136 million and free cash flow was negative $238 million in the quarter.
Kohl's reported second-quarter fiscal 2026 net sales down 0.9% to $3.3 billion, while GAAP diluted EPS was $1.28 versus $1.35 a year earlier. The company raised its full-year 2026 guidance, which includes about $150 million of tariff refunds received in the quarter, and said it is restarting share repurchases of up to $100 million this year.
Net sales fell 0.9% to $3.3 billion and comparable sales fell 0.9% in the quarter ended August 1, 2026.
GAAP operating income was $261 million versus $279 million a year earlier; gross margin rate rose 305 basis points to 43.0%.
Full-year 2026 adjusted diluted EPS guidance is $1.80 to $2.40; net sales guidance is a decrease of 1.5% to flat.
Share repurchases of up to $100 million are restarting under an existing $3 billion authorization; the $0.125 quarterly dividend is payable September 23, 2026.
Target Hospitality signed a new multi-year lease and services contract to support a data center in Pecos, West Texas, which the company expects to generate about $250 million of revenue through August 2030. The company also raised its full-year 2026 revenue and adjusted EBITDA outlook, with the midpoints up 6% and 22%, respectively, which points to higher expected revenue and earnings for shareholders.
Contract has an anticipated four-year term and is designed to accommodate about 1,100 individuals, with initial occupancy in August 2026 and full completion expected in September 2026.
2026 outlook: total revenue of $435 million to $445 million and adjusted EBITDA of $105 million to $115 million; total capital expenditures of $490 million to $510 million, excluding acquisitions.
The customer can terminate with no less than 60 days' advance notice if its prime contract ends, is suspended for an extended period, or is not performed.
Donaldson reported record fourth-quarter fiscal 2026 sales of $1.1 billion, up 8.0%, and GAAP diluted EPS of $1.10, up 13.4%. For fiscal 2027 it forecasts sales growth of 5.5% to 9.5% and EPS of $4.22 to $4.38, compared with fiscal 2026 GAAP EPS of $3.85, reflecting dilution from the Facet acquisition.
Q4 fiscal 2026 sales $1,058.8 million, up 8.0%; GAAP diluted EPS $1.10 versus $0.97; adjusted EPS $1.15 versus $1.03
Full-year fiscal 2026 sales $3.9 billion, up 5.3%; GAAP EPS $3.85, up 26.2%; adjusted EPS $3.98, up 8.2%
Fiscal 2027 guidance: EPS $4.22 to $4.38, including about $0.12 of dilution from Facet; operating margin 16.6% to 17.2%
Full-year fiscal 2026 cash used in acquisitions was $822.6 million, and long-term debt rose to $1,280.0 million from $630.4 million
Manitowoc filed an 8-K furnishing an investor presentation for the Midwest IDEAS Investor Conference on August 26, 2026, which includes updated 2026 full-year guidance. The updated ranges are higher than prior guidance for net sales, adjusted EBITDA and adjusted diluted net loss per share, with adjusted EBITDA including a $16 million net benefit from tariff refunds.
Updated 2026 net sales guidance is $2.3 billion to $2.4 billion, up from $2.25 billion to $2.35 billion.
Updated adjusted EBITDA guidance is $150 million to $170 million, including a $16 million net benefit from tariff refunds, up from $125 million to $150 million.
Updated adjusted diluted net loss per share guidance is $0.80 to $1.20, up from $0.45 to $0.90.
The presentation is scheduled for Wednesday, August 26, 2026, at 12:15 PM ET, and the company states $29 million remains on its approved share repurchase plan.
DICK'S reported second-quarter 2026 GAAP net sales of $5.6 billion, up from $3.6 billion a year earlier, mainly because of the Foot Locker acquisition, while GAAP earnings per diluted share fell 26% to $3.50. The company lowered its full-year 2026 Foot Locker comparable sales and operating income outlook, citing challenging athletic footwear conditions, but kept its DICK'S Business comparable sales outlook unchanged, which matters to shareholders because Foot Locker now makes up a large share of results.
Q2 GAAP EPS $3.50 vs. $4.71 a year earlier; non-GAAP EPS $3.53 vs. $4.38; 9.6 million shares issued for Foot Locker dilute per-share results.
DICK'S Business comparable sales rose 4.9%; Foot Locker proforma comparable sales fell 3.6%.
Full-year 2026 outlook: Foot Locker comparable sales now negative 2.0% to 0.0% and Foot Locker segment loss of $(80) million to $(40) million; DICK'S comparable sales outlook maintained at 2.5% to 4.0%.
Quarterly dividend of $1.25 per share, payable September 25, 2026, to holders of record on September 11, 2026.
Citi Trends reported second-quarter fiscal 2026 net sales up 10.9% to $211.6 million, with comparable store sales up 10.5%. The company posted a net loss of $0.9 million, or $0.11 per diluted share, compared with net income of $3.8 million a year earlier, which included an $11.0 million gain on a building sale. It raised its fiscal 2026 adjusted EBITDA outlook to $38 million to $42 million, which signals higher expected profitability for the year.
Q2 net sales of $211.6 million rose $20.9 million, or 10.9%, from Q2 2025; comparable store sales rose 10.5%.
Q2 net loss of $0.9 million ($0.11 per diluted share) compares with net income of $3.8 million ($0.46 per diluted share) in Q2 2025, which included an $11.0 million gain on the Savannah office building sale.
Fiscal 2026 adjusted EBITDA outlook raised to $38 million to $42 million from $35 million to $40 million; comparable store sales growth outlook raised to 9% to 11%.
First-half net income was $6.8 million; cash was $55.9 million at quarter-end with no debt.
Flowers Foods reported second-quarter results for the 12 weeks ended July 18, 2026, with net sales down 4.0% to $1.193 billion and net income down 30.3% to $40.7 million, or $0.19 per diluted share. The company lowered its full-year 2026 outlook for net sales, adjusted EBITDA and adjusted diluted EPS, citing a more cautious view for the rest of the year. Shareholders face lower expected earnings for 2026 than previously guided.
Net sales fell 4.0% to $1.193 billion, with volume down 5.8% and pricing/mix up 1.8%.
Adjusted EBITDA fell 19.2% to $111.3 million, and adjusted diluted EPS fell $0.09 to $0.21.
Full-year 2026 adjusted diluted EPS guidance was cut to $0.75 to $0.85 from $0.80 to $0.90; net sales guidance was cut to $5.070 billion to $5.142 billion from $5.163 billion to $5.267 billion.
Management will host a live question-and-answer webcast at 8:30 a.m. Eastern Time on August 21, 2026.
Nordson reported record fiscal third-quarter 2026 sales of $818 million, up 10% year over year, and diluted EPS of $2.73, up 23%. The company raised its full-year guidance for sales and adjusted earnings, citing backlog up 35% over the prior year.
Q3 net income was $153 million, or $2.73 per diluted share, versus $126 million, or $2.22, a year earlier
Q3 adjusted EPS was a record $3.25, up 19%, excluding a non-cash loss on a minority investment and acquisition-related items
Full-year sales guidance now $3,035 million to $3,075 million; adjusted EPS guidance now $11.80 to $12.00
Management will discuss results on a webcast on August 20, 2026 at 8:30 a.m. Eastern
Serve Robotics said in an 8-K that its second-quarter 2026 revenue declined after lower-than-expected delivery volume through its Uber Eats partnership, and that it expects reduced demand in the second half of 2026. The same day, it announced a partnership bringing robot delivery to the Grubhub marketplace in Chicago, Los Angeles and Alexandria, which shareholders may weigh against the outlook for lower demand.
Q2 2026 revenue declined, reflecting lower-than-expected delivery volume through the Uber Eats partnership, as previously disclosed in the Q2 earnings release.
The company expects reduced demand in the second half of 2026.
Grubhub robot delivery begins in Chicago (more than 100 participating merchants) and Los Angeles (nearly 200), with Wonder's Alexandria location also offering robot delivery.
Serve launched in Washington, DC and San Jose, California, both with DoorDash, and its first Miami micro depot is set to open.
AmpliTech amended its Asset Purchase Agreement with Titan Crest, reducing the aggregate purchase price from $8 million to $7 million, and said it did not waive rights or claims against Titan. The company expects full-year 2026 revenue to exceed FY2025 revenue, but it declined to give a more precise estimate because certain Asian customers shifted deployment schedules, which affects shipment and revenue timing.
Amendment No. 2 reduced the aggregate APA purchase price by $1 million, from $8 million to $7 million; the company says rights and claims remain intact.
Expects 2026 revenue to exceed FY2025 revenue; certain Asian customers shifted deployment schedules, though orders have not been cancelled.
Approximately $17 million in current order backlog, and more than $17 million in 5G ORAN shipments completed since program inception.
Expects positive EBITDA in fiscal 2027 and improved ORAN margins beginning in 2027, after an initial program that accepted approximately $2 million in reduced profit.
Barfresh reported second quarter 2026 revenue of $4.7 million, up 190% year over year, driven by the Arp's Dairy acquisition. The company also reported a gross loss, a net loss of $1.9 million and an Adjusted EBITDA loss of $1.2 million, and it revised its full year 2026 guidance lower, citing slower production efficiency gains at its existing facility.
Q2 2026 revenue was $4.7 million, up from $1.6 million in Q2 2025, with a gross loss of $150,000 versus gross profit of $506,000 a year earlier.
Q2 2026 net loss was $1.9 million, compared with $880,000 in Q2 2025; Adjusted EBITDA loss was $1.2 million, compared with $600,000.
FY 2026 revenue guidance is $23 million to $26 million, or 62% to 83% growth; FY 2026 Adjusted EBITDA guidance is negative $1.0 million to $2.0 million.
The company expects Adjusted EBITDA of negative $0.5 million to breakeven in the second half of 2026.
Midera Food Processing reported results for the quarter ended July 4, 2026, its first report as an independent public company after its separation from The Middleby Corporation on July 6, 2026. Net sales rose 13.2% and orders rose 16%, and the company raised full-year 2026 guidance, but net earnings fell to $10.8 million from $29.1 million a year earlier. The Board also authorized a share repurchase program of up to $50 million.
Net sales were $245.4 million, up 13.2% from $216.7 million; organic net sales grew 1.2%.
Net earnings were $10.8 million, compared with $29.1 million in the prior year quarter.
Full-year 2026 net sales guidance was raised to $935 million-$965 million from $915 million-$945 million; Estimated Standalone Adjusted EBITDA guidance is $160 million-$176 million.
On August 10, 2026, the Board authorized repurchases of up to $50 million of common stock, expiring August 10, 2029.
York Space Systems reported second-quarter 2026 revenue of $92.5 million, up 10% from a year earlier, and gross profit of $22.2 million, up from $9.5 million. Net loss widened to $39.3 million from $24.2 million, and the company lowered its full-year 2026 revenue outlook to $375 million to $405 million, citing the removal of new business revenue from 2026 due to a shift in government acquisition methods. The guidance cut lowers the revenue outlook for shareholders, while the quarter's revenue and gross profit gains partly offset the wider loss.
Q2 2026 revenue was $92.5 million, up 10%; gross profit was $22.2 million, up from $9.5 million, and gross margin rose to 24%.
Q2 2026 net loss was $39.3 million, up 62% from $24.2 million; six-month net loss was $154.2 million.
Full-year 2026 revenue guidance is $375 million to $405 million, which the company said reflects removing new business revenue due to a shift in government acquisition methods.
Backlog was $592.0 million at June 30, 2026, down 8% from $642.3 million on March 31, 2026.
Heartflow reported second-quarter 2026 revenue of $64.1 million, up 48% from a year earlier, and raised its full-year 2026 revenue guidance to $246 million to $250 million from $228 million to $232 million. GAAP net loss widened to $15.7 million from $9.2 million, though the prior-year period benefited from non-operating gains, and the per-share loss narrowed to $0.18 from $1.46 on a much larger share count. Shareholders get faster sales growth and a higher guidance range, offset by a larger GAAP operating loss.
Total revenue of $64.1 million, up 48%; U.S. revenue of $59.6 million and international and other revenue of $4.5 million
Gross margin of 83.0%, compared with 75.5% a year earlier
GAAP net loss of $15.7 million, or $(0.18) per share, compared with $9.2 million, or $(1.46) per share, a year earlier; operating loss widened to $17.9 million from $13.7 million
2026 revenue guidance raised to $246 million to $250 million from $228 million to $232 million; non-GAAP gross margin guidance raised to about 82% from about 81%
On August 12, 2026, Epsilon Energy issued its Q3 and full-year 2026 production and capital guidance, attached as Exhibit 99.1. The guidance sets Q3 total production at 3,270 to 3,510 MMcfe and full-year production at 13,740 to 14,280 MMcfe, with total capital of $24.0 million to $28.5 million for Q3 and $42.0 million to $47.0 million for the full year. The filing does not compare these ranges with earlier guidance or report actual results, so shareholders can use them as a forward operating outlook.
Q3 2026 total production guided at 3,270 to 3,510 MMcfe; oil at 155 to 165 MBbl.
FY 2026 total production guided at 13,740 to 14,280 MMcfe; oil at 640 to 670 MBbl.
Total capital guided at $24.0 million to $28.5 million for Q3 and $42.0 million to $47.0 million for FY 2026.
Second-half 2026 program includes 3 gross (2.1 net) operated Parkman wells in the Powder River Basin.
OptimumBank said on its Q2 2026 earnings call script that it reported record quarterly net income of $6.66 million, or $0.28 per diluted share, and that it expects to raise its forward-looking annual earnings estimate to approximately $1.00 to $1.15 per share. The company also said it exchanged its Series B and Series C Convertible Preferred Stock into nonvoting common stock, which it said had minimal impact on dilution.
Q2 2026 net income of $6.66 million, up 43% from the first quarter and 85% from the second quarter of 2025
Diluted EPS of $0.28 for the quarter; the company cited a current quarterly run rate of approximately $0.28 per share
Forward-looking annual earnings estimate raised to approximately $1.00 to $1.15 per share
Net interest income of $14.7 million and net interest margin of 4.57% for the quarter
SOLV Energy reported second-quarter 2026 revenue of $951 million, up 77% from a year earlier, and net income of $67 million, compared with $45 million. The company raised its full-year 2026 guidance, with revenue now expected at $3.87 billion to $3.97 billion, up from $3.72 billion to $3.82 billion. Gross margin fell to 14.7% from 21.1%, though the company attributed part of that decline to a change in how certain bonus expenses are classified.
Q2 2026 revenue $951 million vs. $536 million in Q2 2025; first-half revenue $1.63 billion, up 72%
Q2 2026 net income $67 million vs. $45 million; first-half net income $39 million vs. $44 million, which includes a $52 million one-time non-cash compensation charge
Full-year 2026 adjusted EBITDA guidance raised to $485 million to $505 million from $435 million to $455 million
Roberson Waite Electric acquisition closed July 1, 2026 for $40.9 million in cash, plus up to $9.0 million payable in later years
Wolverine World Wide reported second-quarter 2026 revenue of $506.4 million, up 6.8% from a year earlier, and diluted earnings per share of $0.37 versus $0.32. The company raised its full-year 2026 revenue, diluted EPS and adjusted EPS outlook, while gross margin fell 70 basis points to 46.5%.
Q2 2026 diluted EPS was $0.37 vs. $0.32 a year earlier; adjusted diluted EPS was $0.40 vs. $0.35.
Full-year 2026 diluted EPS outlook raised to $1.48 to $1.58 from $1.39 to $1.54; adjusted EPS outlook raised to $1.55 to $1.65 from $1.43 to $1.58.
Full-year 2026 revenue outlook raised to $1.980 billion to $2.000 billion from $1.960 billion to $1.985 billion.
Gross margin was 46.5% vs. 47.2%, mainly reflecting higher U.S. tariffs; the company expects full-year gross margin of about 46.9%.
Harmonic reported preliminary unaudited Q2 2026 results for the quarter ended July 3, 2026, with Broadband net revenue of $133.5 million, up from $86.9 million a year earlier, and GAAP continuing-operations net income per share of $0.16 versus a $(0.01) loss. The company raised its full-year 2026 Broadband revenue outlook to $505 million-$525 million, but total company GAAP results were a loss of $(0.02) per share after a $19.4 million loss from discontinued operations tied to the Video business sale.
Q2 2026 Broadband net revenue was $133.5 million, up 54% from $86.9 million in Q2 2025; Rest-of-Market revenue grew 44%
GAAP net income per share from continuing operations was $0.16 in Q2 2026; total company GAAP net loss per share was $(0.02) including discontinued operations
2026 GAAP revenue guidance raised to $505 million-$525 million; Q3 2026 GAAP revenue guidance is $125 million-$135 million
Video business sale to Leone Media Inc. (MediaKind) closed June 16, 2026 with $137.9 million in proceeds at closing; cash was $231.9 million at July 3, 2026
Natural Gas Services Group reported record second-quarter 2026 rental revenue of $49.4 million and record adjusted EBITDA of $25.1 million, and raised its full-year 2026 adjusted EBITDA guidance. Reported net income fell year over year to $3.8 million, or $0.30 per diluted share, after about $3.3 million of Flatrock acquisition transaction costs.
Q2 2026 rental revenue was $49.4 million, up about 25% from the prior-year quarter; adjusted EBITDA was $25.1 million, up 27.4%.
Reported net income was $3.8 million, or $0.30 per diluted share, versus $5.2 million, or $0.41, a year earlier; excluding transaction costs, adjusted net income was $6.1 million, or $0.47 per diluted share.
Full-year 2026 adjusted EBITDA guidance was raised to $103 million-$108 million from $92.5 million-$97.5 million; growth capital expenditure guidance was raised to $60 million-$80 million from $55 million-$70 million.
Kontoor Brands reported second-quarter 2026 revenue of $584 million, up 19% from a year earlier, and adjusted earnings per share of $1.06, up 13%. The company raised its full-year 2026 adjusted EPS outlook to $5.25 to $5.35 and plans to put $400 million of Lee divestiture proceeds into an accelerated share repurchase after that sale closes in the fourth quarter. For shareholders, the higher outlook and planned buyback point to expected profit growth and capital return, though reported diluted EPS from continuing operations slipped to $1.03 from $1.05.
Revenue of $584 million rose 19%, including $114 million from Helly Hansen; Wrangler revenue rose 2%.
Adjusted EPS of $1.06 rose 13%; reported diluted EPS from continuing operations was $1.03 versus $1.05 a year earlier.
Full-year 2026 adjusted EPS outlook raised to $5.25 to $5.35 from $5.15 to $5.25; revenue outlook unchanged at $2.66 to $2.71 billion.
Planned $400 million accelerated share repurchase, funded by Lee divestiture proceeds, expected after the sale closes in the fourth quarter.
National Vision reported second quarter 2026 net revenue up 2.5% to $498.8 million, with net income rising to $12.4 million from $8.7 million and diluted EPS of $0.15 versus $0.11. The company raised its fiscal 2026 adjusted operating income outlook to $119 million-$139 million, but lowered the top of its adjusted comparable store sales growth range to 3.0%-5.0% from 3.0%-6.0%.
Q2 2026 net revenue rose 2.5% to $498.8 million; net income was $12.4 million versus $8.7 million a year earlier.
Adjusted operating income rose 32.7% to $31.6 million; adjusted operating margin was 6.3% versus 4.9%.
Fiscal 2026 adjusted operating income outlook raised to $119 million-$139 million from $107 million-$133 million.
Adjusted comparable store sales growth outlook narrowed to 3.0%-5.0% from 3.0%-6.0%; the company repurchased 1.2 million shares for $20.0 million in the quarter.
Hyliion reported second-quarter 2026 revenue of $4.9 million, up from $1.5 million a year earlier, and a net loss of $13.9 million, compared with $13.4 million in the second quarter of 2025. The company raised its full-year 2026 revenue guidance to approximately $15 million from $10 million, while the wider net loss and continued cash use leave profitability further out of reach for shareholders.
Q2 2026 revenue was $4.9 million versus $1.5 million in Q2 2025; net loss was $13.9 million versus $13.4 million.
Full-year 2026 revenue guidance raised to approximately $15 million from $10 million.
Cash and investments were $132.4 million at June 30, 2026; year-end 2026 outlook is $115 million to $120 million, up from about $100 million.
The company cited a $41.7 million U.S. Navy contract awarded in the quarter.
Astronics reported second-quarter 2026 sales of $260.0 million, up 27.0% from a year earlier, and net income of $35.1 million, or $0.75 per diluted share, compared with $0.03 per diluted share in the prior-year quarter. The company raised its 2026 revenue forecast to $1.02 billion to $1.04 billion, which signals higher expected sales for shareholders.
Q2 2026 sales rose 27.0% to $260.0 million; operating income was $40.5 million, or 15.6% of sales.
Net income was $35.1 million, or $0.75 per diluted share, versus $1.3 million, or $0.03 per diluted share, a year earlier.
Bookings were $306.2 million for a 1.18 book-to-bill ratio, and backlog reached $780.6 million at July 4, 2026.
Third-quarter 2026 sales are expected to be $265 million to $275 million.
Evolv Technologies reported second-quarter 2026 revenue of $43.8 million, up 34% from a year earlier, and a net loss of $9.3 million, down from $40.5 million in the same quarter of 2025. The company raised its 2026 total revenue forecast to $180 million to $185 million, from $175 million to $180 million, which signals stronger expected sales for shareholders.
Q2 2026 revenue was $43.8 million, up 34% from $32.5 million in Q2 2025.
Ending annual recurring revenue was $132.7 million at June 30, 2026, up 20% year over year.
Q2 2026 net loss was $9.3 million, or $(0.05) per share, versus $40.5 million, or $(0.25) per share, a year earlier.
2026 revenue outlook was raised to $180 million-$185 million; year-end ARR outlook is $148 million-$150 million.
NeuroPace reported second quarter 2026 revenue of $22.8 million, up 17% from $19.5 million a year earlier, and its net loss narrowed to $6.2 million from $10.0 million. The company raised its full-year 2026 total revenue guidance and its Adjusted EBITDA loss outlook, which may matter to shareholders because it signals stronger expected sales and a smaller expected loss for the year.
Q2 2026 total revenue was $22.8 million, up 17% from $19.5 million in Q2 2025; RNS System revenue rose 21.3% to $22.5 million.
Q2 2026 net loss was $6.2 million, compared with $10.0 million in Q2 2025 (continuing operations).
Full-year 2026 total revenue guidance was raised to $99.5 million to $101.5 million from $99 million to $101 million.
Full-year 2026 Adjusted EBITDA guidance was raised to a loss of $7.5 million to $8.5 million from a loss of $8.5 million to $9.5 million.
Energy Vault reported second-quarter 2026 revenue of $17.4 million, up 104% from a year earlier, and a GAAP net loss of $29.7 million, narrower than the $34.9 million loss in the prior-year quarter. The company raised its full-year 2026 revenue guidance to $270-310 million from $225-300 million and narrowed its GAAP gross margin guidance to 20-25% from 15-25%, which points to a stronger outlook for shareholders, though the company still reports losses and its adjusted EBITDA loss widened.
Q2 2026 revenue was $17.4 million, up from $8.5 million in Q2 2025, and GAAP gross margin was 31.0% versus 29.6%.
GAAP net loss was $29.7 million, or $(0.17) per share, compared with $34.9 million, or $(0.22) per share, a year earlier; adjusted EBITDA loss was $17.0 million versus $13.6 million.
Backlog reached about $2 billion as of August 10, 2026, up about 107% year over year, including a 1.25 GW contract expected to generate $500-600 million of revenue in the second half of 2026 and 2027.
Cash and cash equivalents, including restricted cash, were $148 million as of June 30, 2026; the company targets $160-200 million in total cash at year-end 2026.
Aramark reported third-quarter fiscal 2026 revenue of $5.1 billion, up 9% from a year earlier, with GAAP diluted EPS of $0.36, up 34%. The company raised its full-year organic revenue growth outlook to +9% to +10% and reaffirmed its adjusted operating income and adjusted EPS outlooks; the filing says a calendar shift from a 53rd week in the prior year reduced reported growth by an estimated 2%.
Q3 revenue rose 9% to $5.1 billion; organic revenue also rose 9%
GAAP diluted EPS was $0.36 versus $0.27 a year earlier; adjusted EPS was $0.52, up 29%
Full-year organic revenue growth outlook raised to +9% to +10%, from a prior high-end range of +7% to +9%
Adjusted operating income growth outlook of +12% to +17% and adjusted EPS growth outlook of +20% to +25% were reaffirmed
Purple Innovation reported second-quarter 2026 net revenue of $98.3 million, down 6.5% from a year earlier, driven by lower wholesale revenue, while its GAAP net loss narrowed to $3.2 million. The company lowered its 2026 revenue guidance to $420 million to $440 million, so shareholders face weaker top-line expectations even as profitability measures improved.
Q2 2026 net revenue was $98.3 million, down 6.5% from $105.1 million; wholesale revenue fell 19.1% to $37.4 million while showroom revenue rose 16.6%
GAAP net loss was $3.2 million, a $14.1 million improvement; adjusted EBITDA was $2.1 million versus a $2.4 million loss a year earlier
2026 revenue guidance lowered to $420 million to $440 million; adjusted EBITDA guidance is $20 million to $25 million
Company regained compliance with the Nasdaq minimum bid price requirement after the quarter ended
Alico reported third-quarter results for the period ended June 30, 2026, with revenue of $9.0 million, up 7.7% from a year earlier, and net income attributable to common stockholders of $2.1 million, or $0.29 per diluted share, compared with a loss of $18.3 million a year earlier. The company raised its fiscal 2026 guidance, projecting Adjusted EBITDA of about $15 million, cash of about $48 million and net debt of about $37 million.
Q3 revenue was $9.0 million versus $8.4 million a year earlier; nine-month revenue was $16.3 million versus $43.3 million, reflecting the citrus wind-down.
Q3 net income attributable to common stockholders was $2.1 million ($0.29 per diluted share), compared with a loss of $18.3 million ($2.39 per share) in the prior-year quarter.
Fiscal 2026 guidance was raised to Adjusted EBITDA of about $15 million, with year-end cash of about $48 million and net debt of about $37 million.
The company repurchased about 245,000 shares for $10.0 million during the period.
Simon reported second-quarter 2026 results on August 10, 2026, with Real Estate FFO of $1.249 billion, or $3.29 per diluted share, up 7.9% from a year earlier. GAAP net income attributable to common stockholders fell to $483.1 million, or $1.49 per diluted share, from $556.1 million, or $1.70, a year earlier, and the prior-year figure included a $0.21 per share gain. The company raised its full-year 2026 Real Estate FFO per share guidance to $13.20 to $13.30 from $13.10 to $13.25.
Real Estate FFO was $1.249 billion, or $3.29 per diluted share, versus $1.154 billion, or $3.05, in the second quarter of 2025.
GAAP net income attributable to common stockholders was $483.1 million, or $1.49 per diluted share, versus $556.1 million, or $1.70, a year earlier.
Full-year 2026 Real Estate FFO per share guidance was raised to $13.20 to $13.30, from $13.10 to $13.25 previously.
Simon declared a third-quarter 2026 common dividend of $2.25 per share, up $0.10 or 4.7% year over year, payable September 30, 2026.
NIQ reported second-quarter 2026 revenue of $1,124.2 million, up 8.0% from a year earlier, and adjusted EBITDA of $261.9 million, up 21.9%. The company also raised its full-year 2026 guidance, but it still reported a net loss attributable to NIQ of $30.5 million, larger than the $2.7 million loss in the same quarter of 2025.
Revenue of $1,124.2 million, up 8.0% year over year; organic constant currency growth of 5.8%
Net loss attributable to NIQ of $30.5 million versus $2.7 million a year earlier; adjusted EPS of $0.27 versus a $(0.01) loss
Adjusted EBITDA of $261.9 million, up 21.9%; adjusted EBITDA margin of 23.3%, up 270 basis points
Full-year 2026 guidance raised to 5.2% to 5.6% organic constant currency revenue growth, 23.5% to 23.9% adjusted EBITDA margin and $245 million to $255 million of levered free cash flow
Tactile Medical reported second-quarter 2026 revenue up 9% year-over-year to $85.7 million and net income of $7.8 million, or $0.34 per diluted share, compared with $3.2 million, or $0.14 per diluted share, a year earlier. The company lowered the top end of its full-year 2026 revenue forecast to $360 million to $366 million from $360 million to $368 million, citing temporary inventory dynamics tied to the AffloVest launch, while keeping its adjusted EBITDA outlook of $49 million to $51 million unchanged. Shareholders get profit growth alongside a narrower sales outlook.
Q2 2026 total revenue was $85.7 million, up from $78.9 million; airway clearance sales fell 7% on temporary inventory dynamics at a few large DME providers.
Q2 2026 net income was $7.8 million, or $0.34 per diluted share, versus $3.2 million, or $0.14 per diluted share, in Q2 2025.
Full-year 2026 revenue guidance is now $360 million to $366 million, versus the prior $360 million to $368 million.
Adjusted EBITDA guidance of $49 million to $51 million was maintained; cash was $69.9 million as of June 30, 2026.
Public Policy Holding Company (PPHC) reported Q2 2026 revenue up 7.3% to $52.1 million, but Adjusted EBITDA fell 4.4% and adjusted EPS fell to $0.34 from $0.45. The company raised its full-year 2026 revenue and Adjusted EBITDA guidance, attributing the increase to acquisitions completed and announced in 2026, while stating its outlook for the underlying business is unchanged.
Q2 2026 revenue rose 7.3% to $52.1 million, with organic revenue growth of 3.9%; GAAP net loss narrowed to $3.7 million from $5.7 million.
Q2 Adjusted EBITDA fell 4.4% to $12.3 million, with margin of 23.5% versus 26.4% a year earlier; fully diluted adjusted EPS was $0.34 versus $0.45.
For H1 2026, revenue rose 16.3% to $102.3 million and Adjusted EBITDA rose 9.3% to $23.4 million.
Full-year 2026 revenue guidance raised to $213 million to $216 million from $205 million to $209 million; Adjusted EBITDA guidance raised to $48.5 million to $50.5 million from $46 million to $48 million.
Quanterix reported second-quarter 2026 revenue of $32.9 million, up 34% from $24.5 million a year earlier, but its net loss widened to $48.9 million, or $1.04 per share, including a $26.9 million goodwill impairment tied to the Akoya acquisition. The company cut its 2026 revenue outlook to $142-148 million from $169-174 million and lowered its expected year-end 2026 cash balance to about $80 million from $100 million.
Q2 2026 revenue was $32.9 million, up 34% from $24.5 million; net loss was $48.9 million, or $1.04 per share, versus $30.0 million, or $0.77 per share, in Q2 2025.
2026 revenue outlook was lowered to $142-148 million from $169-174 million, and non-GAAP gross margin guidance is now 48-50% versus 49-53% previously.
Cash flow breakeven is now expected in 2027, and year-end 2026 cash is forecast at about $80 million versus $100 million previously.
Jim Gute was named Chief Commercial Officer, announced alongside the results.
Heron Therapeutics reported second-quarter 2026 net revenue of $37.7 million, up 1.3% from a year earlier, while its net loss widened to $5.5 million from $2.4 million. The company withdrew its full-year 2026 net product sales and Adjusted EBITDA guidance after a June 2026 court decision on CINVANTI patents made the timing of potential generic entry hard to forecast, and it said it is considering strategic alternatives with no timetable set.
Q2 2026 net revenue was $37.7 million, up 1.3% from $37.2 million in Q2 2025; CINVANTI revenue fell 9.7% to $21.8 million.
Q2 2026 net loss was $5.5 million, or $0.03 per share, compared with a net loss of $2.4 million, or $0.02 per share, a year earlier.
Full-year 2026 guidance was withdrawn, citing the June 2026 U.S. District Court for the District of Delaware decision on CINVANTI patents.
Cash, cash equivalents and short-term investments totaled $42.7 million at June 30, 2026; the Hercules Capital credit facility was amended with a $13.5 million principal reduction at execution.
AirSculpt reported second-quarter 2026 revenue of $42.9 million, down 3% from a year earlier, and a wider net loss of $1.1 million. The company cut its full-year 2026 adjusted EBITDA outlook to approximately $12 million to $14 million while reaffirming revenue at the lower end of its $151 million to $157 million range, which weighs on shareholders' expectations for profit.
Q2 2026 revenue was $42.9 million, down from $44.0 million; net loss was $1.1 million versus $0.6 million a year earlier.
Adjusted EBITDA for Q2 2026 was $4.9 million versus $5.8 million; the full-year adjusted EBITDA outlook was reduced to approximately $12 million to $14 million.
Cash was $18.8 million and gross debt was approximately $44.2 million as of June 30, 2026.
On August 7, 2026, an amended term loan extended maturity to November 2027; a $2.5 million payment is due on or before September 30, 2026.
RadNet reported second-quarter 2026 revenue of $622.7 million, up 25.0%, and Adjusted EBITDA of $99.7 million, up 22.7%, both described as quarterly records. The company raised its 2026 Imaging Center guidance for revenue, Adjusted EBITDA and free cash flow, but GAAP net income attributable to RadNet fell to $7.5 million ($0.10 per diluted share) from $14.5 million ($0.19) a year earlier.
Total Company Revenue rose 25.0% to $622.7 million and Adjusted EBITDA rose 22.7% to $99.7 million versus Q2 2025.
Net income attributable to RadNet was $7.5 million, or $0.10 per diluted share, compared with $14.5 million, or $0.19, in Q2 2025.
Adjusted EPS was $0.29 versus $0.34 in Q2 2025, after one-time items including $6.6 million of acquisition transaction costs and a $3.4 million debt restructuring loss.
2026 Imaging Center guidance raised to revenue of $2,370-$2,420 million and Adjusted EBITDA of $345-$358 million; Digital Health guidance reaffirmed.
Seadrill reported second quarter 2026 total operating revenues of $449 million, up from $358 million in the first quarter, and net income of $29 million, compared with a net loss of $42 million a year earlier. The company raised its full-year 2026 total operating revenues guidance to $1.50 to $1.55 billion and its Adjusted EBITDA guidance to $420 to $450 million, while its share repurchase program was extended through December 31, 2026.
Q2 2026 net income of $29 million ($0.47 diluted EPS) versus a net loss of $42 million in Q2 2025; Adjusted EBITDA was $144 million versus $97 million in Q1 2026.
Full-year 2026 total operating revenues guidance raised to $1.50 to $1.55 billion from $1.43 to $1.48 billion; Adjusted EBITDA guidance raised to $420 to $450 million from $370 to $420 million.
Approximately $200 million added to Contract Backlog after the May fleet status report; backlog was approximately $2.9 billion as of August 10, 2026.
Free Cash Flow was negative $43 million in Q2 2026, and net debt was $390 million at quarter-end.
CBL reported second-quarter 2026 diluted earnings of $1.47 per share, up from $0.08 a year earlier, and FFO, as adjusted, of $1.89 per share, up from $1.86. The company raised its full-year 2026 FFO, as adjusted, guidance to $7.15-$7.25 per share, which matters to shareholders because it reflects stronger results and a higher expected earnings base for the year.
Q2 2026 diluted EPS was $1.47 versus $0.08 in Q2 2025; FFO, as adjusted, per share was $1.89 versus $1.86.
Same-center NOI rose 1.5% in Q2 2026, and portfolio occupancy was 90.4% at June 30, 2026, up from 88.8% a year earlier.
2026 FFO, as adjusted, guidance is $7.15-$7.25 per share; same-center NOI guidance is 0.0% to 1.5%.
The Board approved a $0.625 per share third-quarter dividend, payable September 30, 2026, to holders of record on September 15, 2026.
Matthews reported fiscal third-quarter 2026 sales of $246.0 million, down 29.6% from a year earlier, and a net loss of $23.7 million, or $0.75 per diluted share, compared with net income of $15.4 million a year earlier. The company lowered its fiscal 2026 adjusted EBITDA guidance to $158 million to $162 million, citing energy storage delays, weaker Memorialization volumes, and a shortfall in expected Propelis synergies. The guidance cut and the sharp drop in profit weigh on shareholders' outlook for the full year.
Q3 sales were $246.0 million, down from $349.4 million; net loss was $23.7 million, or $0.75 per diluted share, versus net income of $15.4 million, or $0.49 per share
Non-GAAP EPS was $0.06 versus $0.28 a year earlier; Q3 adjusted EBITDA was $35.0 million versus $44.6 million
Fiscal 2026 adjusted EBITDA guidance was cut to $158 million to $162 million, including an estimated 40% share of Propelis adjusted EBITDA; the company cited a $5 million shortfall to its full-year forecast
Engineering restructuring is expected to yield $10 million in annual savings, with about $10 million total cost to achieve; $25 million was received in Q3 from the Propelis preferred equity redemption, and debt was reduced by $144 million i
Ryman Hospitality Properties reported second-quarter 2026 total revenue of $749.0 million, up 13.6% from a year earlier, and net income of $102.1 million, up 34.5%. The company raised the midpoints of its full-year 2026 guidance, including consolidated Adjusted EBITDAre to $894.0 million from $883.0 million, which signals higher expected full-year results for shareholders.
Q2 2026 total revenue was $748,978 thousand, up 13.6% from $659.5 million in Q2 2025.
Net income available to common stockholders per diluted share was $1.42, up 26.8% from $1.12.
Full-year 2026 consolidated Adjusted EBITDAre guidance midpoint rose to $894.0 million from $883.0 million; same-store Hospitality RevPAR growth midpoint rose to 4.00% from 3.00%.
2026 capital expenditure estimate was raised to $400 million to $500 million from $350 million to $450 million.
Construction Partners reported fiscal third-quarter 2026 results for the quarter ended June 30, 2026, with revenue of $999.4 million, up 28.2%, and net income of $59.6 million, up from $44.0 million a year earlier. The company raised its fiscal 2026 outlook, citing the quarter's performance and the expected contribution from its recent Ellsworth Construction acquisition in Oklahoma. For shareholders, the filing shows higher profit and a raised full-year outlook, while the adjusted EBITDA margin declined.
Revenue was $999.4 million, up 28.2% from $779.3 million; net income was $59.6 million versus $44.0 million.
Diluted EPS was $1.06 versus $0.79; adjusted diluted EPS was $1.08 versus $0.81.
Adjusted EBITDA was $163.0 million, up 23.8%, while the adjusted EBITDA margin was 16.3% versus 16.9%.
Fiscal 2026 guidance raised: revenue of $3.640 billion to $3.680 billion and net income of $165.0 million to $168.0 million.
Mammoth Energy Services reported second-quarter 2026 revenue of $26.1 million, up 110% from a year earlier, and a net loss from continuing operations of $1.2 million, or $0.02 per diluted share, compared with a $36.5 million loss a year earlier. The company raised its full-year 2026 outlook for the second time this year, now expecting revenue growth above 90% and an Adjusted EBITDA margin above 10%. Compared with the first quarter, net income from continuing operations fell from $4.7 million to a loss, mainly because of a swing in marketable securities results.
Q2 2026 revenue was $26.1 million, up from $12.4 million in Q2 2025 and $22.0 million in Q1 2026
Adjusted EBITDA was $2.6 million, compared with a loss of $3.5 million in Q2 2025 and $1.9 million in Q1 2026
Updated 2026 outlook: revenue growth expected to exceed 90% and Adjusted EBITDA margin expected to exceed 10%
As of August 4, 2026, cash, cash equivalents and marketable securities totaled $67.9 million, with the revolving credit facility undrawn
Alpha Metallurgical Resources reported a second-quarter 2026 net loss of $12.3 million, or $0.96 per diluted share, wider than the $11.0 million loss in the first quarter and the $5.0 million loss a year earlier. The company said it is releasing adjusted guidance for sales volumes and cost of coal sales, citing fewer tons shipped, higher costs, and June storm damage at its Dominion Terminal Associates facility.
Q2 2026 net loss $12.3 million ($0.96 per diluted share), versus $11.0 million ($0.86) in Q1 2026 and $5.0 million ($0.38) in Q2 2025
Adjusted EBITDA $25.6 million, versus $30.0 million in Q1 2026 and $46.1 million in Q2 2025
Met segment coal revenues $491.5 million, versus $523.5 million in Q1 2026 and $548.7 million in Q2 2025
2026 Met segment shipment guidance of 14.2 to 15.4 million tons, with cost per ton guidance of $103 to $107
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.