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
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.
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.
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
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%.
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.
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
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
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.
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
Atmus reported second-quarter 2026 net sales of $528 million, up 16.4% from a year earlier, with diluted earnings per share of $0.78 versus $0.72. The company raised its full-year 2026 guidance for net sales and adjusted earnings per share, which signals stronger expected results for shareholders.
Q2 net sales of $528 million, up 16.4% from $454 million, driven by the Koch Filter acquisition, pricing, currency and higher volumes.
Diluted EPS of $0.78 vs. $0.72 a year earlier; adjusted EPS of $0.82 vs. $0.75.
2026 guidance raised to net sales of $1,975 million to $2,030 million and adjusted EPS of $2.85 to $3.00.
Repurchased $13 million of stock in the quarter; $49 million remained under the $150 million program as of June 30, 2026.
Claritev reported second-quarter 2026 revenue of $257.5 million, up 6.6% from a year earlier, and a net loss of $59.2 million, narrower than the $62.6 million loss in Q2 2025. The company raised its full-year 2026 guidance for revenue, Adjusted EBITDA and free cash flow, which matters to shareholders because it points to higher expected results for the year.
Q2 2026 revenue was $257.5 million, up from $241.6 million in Q2 2025.
Net loss was $59.2 million in Q2 2026, compared with $62.6 million in Q2 2025.
Adjusted EBITDA rose 1.1% to $155.8 million, though the margin fell to 60.5% from 63.8%.
Full-year 2026 revenue guidance rose to $1 billion to $1.02 billion from $985 million to $1 billion, and Adjusted EBITDA guidance rose to $610 million to $620 million from $605 million to $615 million.
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.
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.
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.
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.
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
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.
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
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
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