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).
Lantheus Holdings entered a merger agreement under which Curium US Holdings would acquire the company, with Lantheus surviving as a wholly owned subsidiary of Curium's parent. Shareholders would receive $102.50 per share in cash plus one contingent value right worth up to $12.00 per share upon certain commercial milestones, so the deal would end their ownership of the stock and its Nasdaq listing.
Cash consideration of $102.50 per share plus one CVR paying up to $12.00 in cash on specified commercial milestones
Closing requires stockholder approval, expiration or termination of the HSR waiting period, and other customary conditions; no financing condition
Either party may terminate if the merger is not completed by May 2, 2027, subject to extensions
Leidos reported second-quarter fiscal 2026 revenue of $4.56 billion, up 7% year-over-year, while GAAP net income fell 9% to $356 million and GAAP diluted EPS fell to $2.81 from $3.01. The company raised its fiscal 2026 guidance for revenue, non-GAAP diluted EPS and operating cash flow, but GAAP profit declined from the prior year.
Revenue $4.56 billion, up 7% (4% organic); GAAP diluted EPS $2.81 vs. $3.01 a year earlier
Non-GAAP diluted EPS $3.26, up 2%; adjusted EBITDA $631 million, down 2%, with margin of 13.8% vs. 15.2%
Reformation Inc. completed its initial public offering on July 31, 2026, selling 14,062,500 shares of common stock at $15.00 per share, including 4,583,679 shares sold by selling stockholders. The company said it received no proceeds from the selling stockholders' shares, and it reported aggregate gross proceeds of approximately $210.9 million before underwriting discounts, commissions and estimated offering expenses. Its amended and restated certificate of incorporation and bylaws took effect on the same date, which sets the governing rules for shareholders going forward.
IPO closed July 31, 2026: 14,062,500 shares at $15.00 per share
Includes 4,583,679 shares sold by selling stockholders; the company received no proceeds from those shares
Aggregate gross proceeds of approximately $210.9 million before underwriting discounts and estimated expenses
Amended and restated certificate of incorporation and bylaws effective July 31, 2026
Obsidian Therapeutics completed its mergers with Galera Therapeutics on August 3, 2026, alongside a $350 million private placement. Legacy Obsidian holders now own about 51.6% of the combined company, Galera holders about 1.2%, and private placement investors about 47.2%, so existing shareholders are substantially diluted. The filing also says the company's 2025 going concern doubt and its prior losses remain risk factors.
Mergers consummated at 8:30 a.m. ET on August 3, 2026; the company was renamed Obsidian Therapeutics, Inc.
Concurrent PIPE Financing raised $350.0 million; about 29,165,559 shares were issued to investors.
Post-closing ownership: Legacy Obsidian about 51.6%, Legacy Galera about 1.2%, PIPE investors about 47.2%.
Shares expected to begin trading on Nasdaq under OBX on August 4, 2026; CVRs issued to Galera holders of record as of July 31, 2026.
CVG reported second-quarter 2026 revenue of $195.2 million, up 13.5% from a year earlier, and a net loss from continuing operations of $8.7 million, or $(0.25) per diluted share, compared with a loss of $(0.12) per share in the prior-year quarter. The company raised its full-year 2026 revenue and Adjusted EBITDA guidance, though the larger loss, which includes a $3.4 million warrant liability charge, is a concern for shareholders.
Revenues of $195.2 million, up from $172.0 million in Q2 2025, driven by all three segments.
Net loss from continuing operations of $8.7 million, or $(0.25) per diluted share, versus $(0.12) a year earlier; includes a $3.4 million pre-tax warrant liability revaluation expense.
2026 revenue outlook raised to $725 million-$755 million from $660 million-$700 million; Adjusted EBITDA outlook raised to $26 million-$31 million from $24 million-$30 million.
Net proceeds of approximately $11.6 million from the at-the-market equity program were used to pay down the term loan.
Viemed Healthcare reported second-quarter 2026 net revenue of $78.1 million, a company record and up 23.9% from a year earlier, while net income attributable to the company fell to $2.8 million from $3.2 million. The company raised the low end of its full-year net revenue guidance but cut its Adjusted EBITDA guidance by $1 million at both ends of the range, to $64 million to $68 million.
Q2 2026 net revenue was $78.1 million, up $15.0 million, or 23.9%, from the prior-year quarter.
Net income attributable to Viemed was $2.8 million, or $0.07 per diluted share, versus $3.2 million in Q2 2025.
Adjusted EBITDA was $13.7 million, down 4.0% year over year; the prior-year period included a $1.0 million non-recurring gain.
2026 guidance: net revenue $314 million to $320 million (previously $312 million to $320 million); Adjusted EBITDA $64 million to $68 million (previously $65 million to $69 million).
The Andersons reported second quarter 2026 net income attributable to the company of $56.6 million, or $1.65 per diluted share, compared with $7.9 million, or $0.23 per diluted share, a year earlier. Adjusted diluted EPS was $2.15 versus $0.24, and quarterly sales and merchandising revenues were $3.10 billion, down slightly from $3.14 billion, so the headline measures point in different directions. The company also gave a full-year adjusted effective tax rate estimate of approximately 14% to 18% and will hold a conference call on August 4, 2026.
Net income attributable to the company was $56.6 million, or $1.65 per diluted share, versus $7.9 million, or $0.23, in Q2 2025.
Adjusted diluted EPS was $2.15 versus $0.24; adjusted EBITDA was $140.3 million versus $65.2 million.
Sales and merchandising revenues were $3.10 billion versus $3.14 billion in Q2 2025.
Renewables reported record second quarter pretax income of $65 million; the webcast is set for August 4, 2026 at 8:30 a.m. ET.
Tripadvisor signed an equity purchase agreement on August 2, 2026, to sell its European restaurant reservation platform TheFork to American Express Travel Related Services Company for $700 million in cash, subject to adjustments. Closing requires regulatory approvals, including European antitrust clearances, and is expected by the end of 2026, so shareholders will not see the proceeds until then and the deal could still fail.
Buyer will pay $700 million in cash on hand, subject to certain adjustments.
If the deal is terminated for failure to clear regulatory or antitrust hurdles, Buyer owes a $35 million reverse termination fee.
The Company completed the French works council consultation on July 30, 2026, and gave notice of exercise of the put option on August 1, 2026.
Cue Biopharma's board appointed James Ahlers as Chief Financial Officer, effective July 30, 2026, and he will serve as the company's principal financial officer. Ahlers previously served as consulting CFO to life sciences companies and spent nearly two decades as CFO of Intarcia Therapeutics. The filing sets his annualized base salary at $450,000 and describes inducement equity grants and severance terms.
Appointment effective July 30, 2026; Ahlers, age 62, will serve as principal financial officer.
Annualized base salary of $450,000, with a discretionary annual bonus target of up to 45% of base salary.
Initial option exercise price of $30.40, the Nasdaq closing price on the effective date; RSU award for 25,500 shares; grants vest quarterly over four years.
Qualifying termination entitles him to a lump sum of nine months' base salary plus a prorated target bonus.
Newbridge Acquisition Limited (NBRG) entered into a Business Combination Agreement on August 3, 2026, with Startech Group Inc., a Delaware company with AQP Water and StarOS AI platform segments. Startech equityholders would receive an aggregate of $1,000,000,000 in Parent common shares at $10.00 per share, and the deal requires shareholder approvals and an effective registration statement before closing.
Aggregate merger consideration of $1,000,000,000 divided by $10.00 per share, which the press release describes as 100,000,000 shares
Newbridge will re-domicile from the British Virgin Islands to Delaware and be renamed Startech Inc. before closing
Closing requires approval by shareholders of both companies, an effective Form S-4, and conditional Nasdaq listing approval
Either party may terminate if closing has not occurred by November 2, 2027; Startech must deliver audited fiscal year ended June 30, 2026 financial statements within 60 days of signing
Cabot reported fiscal third-quarter 2026 net sales of $982 million, up from $923 million a year earlier, but diluted EPS fell to $0.12 from $1.86 after $1.55 per share of after-tax certain items, mainly restructuring and employee benefit plan termination charges. The company tightened its fiscal 2026 Adjusted EPS guidance to $6.15 to $6.45 from $6.00 to $6.50, and announced that Erica McLaughlin will succeed Sean Keohane as President and CEO effective October 1, 2026.
Third-quarter net sales rose to $982 million from $923 million; Adjusted EPS was $1.67 versus $1.90 a year earlier.
Net income attributable to Cabot was $6 million, down from $101 million, after $78 million of certain items in the quarter.
Fiscal 2026 Adjusted EPS guidance narrowed to $6.15 to $6.45 per share from $6.00 to $6.50.
Keohane will retire; McLaughlin is elected President, CEO and a Board member effective October 1, 2026.
Terex reported second-quarter 2026 results on July 30, 2026, with pro-forma sales up 8.5% to $2.2 billion and adjusted EBITDA up $26 million to $269 million. The company raised its full-year 2026 outlook to sales of $7.9 billion to $8.2 billion, adjusted EBITDA of $960 million to $1.0 billion, and adjusted EPS of $4.70 to $5.10, and said it is working through a strategic review of the Aerials segment with interest from multiple parties.
Q2 pro-forma sales rose 8.5% to $2.2 billion; adjusted EBITDA rose $26 million, or 10.7%, to $269 million, with adjusted EBITDA margin of 12.0%
Q2 adjusted EPS was $1.37, including a net benefit of $8 million from IEEPA tariff refunds offset by a one-time unfavorable customs-related accrual
Full-year 2026 guidance: sales $7.9 billion to $8.2 billion, adjusted EBITDA $960 million to $1.0 billion, adjusted EPS $4.70 to $5.10, free cash flow $300 million to $350 million
Company says it has interest from multiple parties in the Aerials strategic review and will provide no specific details until the process unfolds
Teleflex completed the sale of its Original Equipment Manufacturing and Development Services (OEM) business on August 3, 2026, for $1.5 billion in cash, subject to adjustment. The company estimates after-tax proceeds of about $1.25 billion and intends to use the net proceeds for debt reduction and share repurchases. Teleflex will give updated 2026 guidance with its second-quarter results on August 6, 2026.
Sale closed August 3, 2026, for $1.5 billion in cash, subject to adjustment under the agreement dated December 9, 2025
Estimated after-tax proceeds of about $1.25 billion
Company priorities include $800 million of debt reduction and completing its $1 billion share repurchase authorization
Updated 2026 financial guidance to be provided with second-quarter results on August 6, 2026
HealthStream reported second-quarter 2026 revenue of $83.7 million, up 12.5% and a company record, with net income of $6.7 million and diluted EPS of $0.23, both up from the second quarter of 2025. The company raised its full-year 2026 revenue and adjusted EBITDA guidance but lowered its net income guidance, and declared a quarterly dividend of $0.035 per share.
Q2 2026 revenue $83.7 million, up 12.5% from $74.4 million; operating income $8.3 million, up 41.4%
Diluted EPS $0.23 versus $0.18 a year earlier; net income $6.7 million, up 23.8%
2026 revenue guidance raised to $327.0 million to $332.0 million from $323.0 million to $330.0 million
2026 net income guidance lowered to $19.5 million to $22.2 million from $20.4 million to $22.8 million; adjusted EBITDA guidance raised to $74.0 million to $78.0 million
Dorman Products reported second-quarter 2026 net sales of $544.6 million, up 0.7%, and diluted EPS of $2.93, up 53%, helped by IEEPA tariff cost recovery. The company raised its 2026 diluted and adjusted EPS guidance but lowered its net sales growth outlook to 3% to 5% from 7% to 9%.
Q2 net sales of $544.6 million, up 0.7%; gross margin 46.1% vs. 40.6% a year earlier
Diluted EPS $2.93 vs. $1.91; adjusted diluted EPS $3.08 vs. $2.06, with IEEPA tariff recovery adding $1.18 per share
2026 guidance: net sales growth cut to 3% to 5% from 7% to 9%; diluted EPS raised to $7.93 to $8.23 from $7.57 to $7.97
Repurchased $47 million of shares in the quarter; conference call on August 4, 2026 at 8:00 a.m. ET
New Jersey Resources reported fiscal third-quarter 2026 net income of $9.7 million, or $0.10 per share, compared with a net loss of $15.1 million, or $0.15 per share, a year earlier. The company narrowed its fiscal 2026 net financial earnings per share guidance to $3.52 to $3.62 from $3.48 to $3.63, raising the low end.
Q3 net income $9.7 million ($0.10 per share) versus a net loss of $15.1 million ($0.15 per share) in the same quarter of fiscal 2025.
Q3 net financial earnings (non-GAAP) $11.3 million ($0.11 per share) versus $6.2 million ($0.06 per share) a year earlier.
Fiscal 2026 NFEPS guidance tightened to $3.52 to $3.62 from $3.48 to $3.63.
Nine-month net income $351.1 million ($3.48 per share) versus $320.6 million ($3.20 per share); results webcast August 4, 2026 at 10 a.m. ET.
On July 31, 2026, Alzamend Neuro agreed to sell up to $25 million of its newly designated Series D convertible preferred stock to Ault Lending, LLC, which the filing says is an affiliate of the company. The company sold $7.5 million of preferred at an initial closing, and the purchaser agreed to buy $2.5 million more later, with up to $15 million in further tranches permitted. Conversion into common stock could dilute existing shareholders, and the company must seek stockholder approval for conversion shares above the Nasdaq 19.99% limit.
Initial tranche: 7,500 Series D preferred shares sold for $7.5 million on July 31, 2026; second tranche of $2.5 million agreed
Conversion price is the greater of a $0.2668 floor and 80% of the lowest closing bid in the prior five trading days, capped at $2.00 per share
Company must file a resale registration statement by the earlier of five days after its 10-K filing or August 15, 2026, and seek stockholder approval for conversion shares above 19.99% of common stock outstanding
Registration default would trigger cash payments to the purchaser of 2% of stated value monthly, capped at 15%
BWX Technologies reported second-quarter 2026 revenue of $901.6 million, up 18% from a year earlier, and GAAP diluted EPS of $0.97, up from $0.85. The company raised its 2026 guidance for adjusted EBITDA, non-GAAP EPS and free cash flow, and said the guidance includes the Precision Components Group acquisition, which closed July 1, 2026.
Q2 2026 revenue was $901.6 million, up from $764.0 million; Commercial Operations revenue rose 72% to $302.5 million.
GAAP diluted EPS was $0.97 versus $0.85; non-GAAP diluted EPS was $1.07 versus $1.02.
2026 guidance: adjusted EBITDA raised to $662 million-$672 million from $650 million-$665 million; non-GAAP EPS raised to $4.70-$4.80 from $4.60-$4.75.
Q2 free cash flow was $115.0 million, down 9% from $126.3 million; Government Operations operating income fell 3% to $105.7 million.
Tidewater reported second-quarter 2026 revenue of $342.3 million, roughly flat from $341.4 million a year earlier, but net income fell to $21.7 million ($0.43 per diluted share) from $72.9 million ($1.46) in the same quarter of 2025. The company also revised its 2026 revenue guidance to $1.42 billion to $1.47 billion and gross margin guidance to 49% to 50%, reflecting a delayed closing of the WSUT acquisition and Middle East conflict costs.
Q2 2026 revenue $342.3 million versus $341.4 million in Q2 2025; up 4.9% from Q1 2026.
Q2 2026 net income $21.7 million ($0.43 diluted) versus $72.9 million ($1.46 diluted) a year earlier.
Average day rate rose $655 per day (2.9%) from Q1 2026 to $22,938; weighted average leading edge day rate was $24,341.
2026 revenue guidance set at $1.42 billion to $1.47 billion; WSUT acquisition now expected to close around September 1, 2026; about $13.1 million of conflict-related costs expected in 2026.
Danaher's board appointed Julie Sawyer Montgomery, currently Executive Vice President and head of the Diagnostics platform, as President and Chief Executive Officer effective October 1, 2026, and she joins the board at that time. Rainer Blair steps down as CEO and director and will serve as a senior advisor during the transition. The company said its third-quarter and full-year 2026 guidance is unchanged.
Sawyer Montgomery's base salary as CEO is $1.5 million, with a target annual cash incentive of 200% of base salary.
She will receive a special stock option award with a target value of $20 million, vesting 50% on the fourth and 50% on the fifth anniversary of the August 4, 2026 grant date.
Blair will remain a senior advisor through December 31, 2026, then serve as a consultant until March 31, 2027, and is entitled to severance including 12 months of base salary.
Danaher said there is no change to its previously communicated third-quarter and full-year 2026 guidance.
ONEOK reported second-quarter 2026 net income of $967 million, up 13% from a year earlier, and diluted earnings of $1.53 per share, up from $1.34. The company also increased its 2026 guidance for net income, earnings per share and adjusted EBITDA, its second guidance increase this year.
Q2 2026 adjusted EBITDA was $2.12 billion, up 7% from $1.98 billion in Q2 2025.
2026 net income guidance was raised to a range of $3.41 billion to $3.79 billion; adjusted EBITDA guidance to $8.2 billion to $8.5 billion.
Diluted EPS guidance midpoint was raised to $5.68; 2026 capital expenditure guidance of about $2.7 billion to $3.2 billion was unchanged.
In July 2026 the company declared a quarterly dividend of $1.07 per share, or $4.28 annualized.
Crescent Energy reported second-quarter 2026 revenue of $1.39 billion, up from $898 million a year earlier, and net income attributable to the company of $492.8 million, up from $153.2 million. The company raised its 2026 total and oil production guidance and lowered its adjusted operating expense and production tax guidance, while keeping its development capital outlook unchanged.
Q2 2026 revenue was $1.39 billion versus $898 million in Q2 2025; diluted EPS was $1.30 versus $0.60.
Record operating cash flow of $707 million and record levered free cash flow of $418 million in the quarter.
2026 total production guidance raised to 327-335 MBoe/d from 320-335 MBoe/d; adjusted opex guidance lowered to $11.00-$12.00/Boe from $11.50-$12.50/Boe.
Quarterly dividend of $0.12 per share payable August 31, 2026; about $336 million remains on the share repurchase program.
Boise Cascade reported second-quarter 2026 sales up 5% to $1.8 billion, while net income fell 7% to $57.3 million and diluted earnings per share slipped to $1.63 from $1.64. The company also disclosed a 10-year agreement making its distribution subsidiary the sole full-line national distributor of James Hardie's exterior building products, and gave third-quarter Adjusted EBITDA guidance of about $82 million to $114 million.
Q2 2026 sales were $1.83 billion, up 5% from $1.74 billion a year earlier; net income was $57.3 million, or $1.63 per diluted share, versus $62.0 million, or $1.64, in Q2 2025.
Q2 2026 Adjusted EBITDA was $126.2 million, up 6%; Q2 2025 results included $5.8 million of after-tax gains on property sales.
Q3 2026 guidance: total Company Adjusted EBITDA of about $82 million to $114 million.
Distribution agreement with James Hardie, effective July 31, 2026, has a 10-year initial term; Boise Cascade has guaranteed its subsidiary's obligations under the agreement.
Korn Ferry entered into a Deed of Amendment dated July 29, 2026, to its June 27, 2026 Purchase and Sale Agreement for the acquisition of Auxey Holdco Limited. Under the amendment, the acquisition is to close on September 1, 2026, provided all closing conditions are satisfied or waived by August 27, 2026; otherwise the amendment has no effect and the original closing terms apply. The filing does not state the purchase price, and the closing is not assured, as it depends on conditions and regulatory approvals.
Deed of Amendment entered into July 29, 2026, with Auxey Holdings (Lux) S.A.S., OMERS Administration Corporation, AMS Cayco Ltd. and other parties
Target closing date of September 1, 2026, if closing conditions are satisfied or waived by August 27, 2026
If conditions are not met by August 27, 2026, the amendment lapses and the original Purchase Agreement timing applies
The filing does not disclose the purchase price; the full amendment is filed as Exhibit 2.1
Jackson Financial reported second quarter 2026 net income of $644 million, or $9.16 per diluted share, versus $168 million, or $2.34, a year earlier. Adjusted operating earnings, which the company says better reflect underlying performance, rose to a record $7.30 per diluted share from $4.87, helped by higher spread and fee income and a lower share count from buybacks.
Net income attributable to common shareholders was $644 million, or $9.16 per diluted share, compared with $168 million, or $2.34, in Q2 2025.
Adjusted operating earnings were $513 million, or a record $7.30 per diluted share, compared with $350 million, or $4.87, in Q2 2025.
Retail annuity sales were $5.9 billion, up 34% from Q2 2025, including record RILA sales of $2.3 billion.
The company returned $290 million to common shareholders in the quarter, including $227 million of share repurchases and $63 million in dividends.
Williams reported second-quarter 2026 GAAP net income of $827 million, or $0.68 per diluted share, up 51% from a year earlier, and raised its 2026 Adjusted EBITDA guidance midpoint by $200 million to $8.4 billion. The company also agreed to acquire Momentum Midstream for up to $5.5 billion, which would expand its Haynesville natural gas footprint and is subject to customary closing conditions, including Hart-Scott-Rodino clearance.
Q2 2026 GAAP net income $827 million ($0.68 per diluted share), up 51% vs. Q2 2025; Adjusted EBITDA $1.921 billion, up 6%
Adjusted net income $614 million ($0.50 per diluted share), up 8% vs. Q2 2025
2026 Adjusted EBITDA guidance now $8.3 billion to $8.5 billion, midpoint raised by $200 million to $8.4 billion
Momentum Midstream deal valued at up to $5.5 billion (about $3.5 billion cash and debt, roughly $2 billion Williams equity); earnings call Tuesday, Aug. 4, 9:30 a.m. Eastern
Centerspace reported second-quarter 2026 net loss of $0.07 per diluted share, narrowing from $0.87 a year earlier, which the company attributed mainly to a prior-year impairment. Revenue fell 4.0% to $65.8 million and Core FFO per diluted share slipped to $1.27 from $1.28, and the company lowered its 2026 FFO and Core FFO ranges, citing expected dispositions and a deleveraging plan. Shareholders face a smaller expected earnings base after the sales, though the company also outlined potential special distributions of $50.0 million to $60.0 million.
Q2 2026 net loss was $0.07 per diluted share vs. $0.87 a year earlier; FFO was $1.20 vs. $1.24 and Core FFO was $1.27 vs. $1.28
Updated 2026 FFO outlook is $4.37 to $4.50 per diluted share, down from $4.65 to $4.92; Core FFO outlook is $4.58 to $4.68, down from $4.81 to $5.05
July 2026 dispositions: $66.0 million (Rapid City, July 9) and $73.8 million (Minneapolis, July 14); 2026 gross disposition proceeds assumed at $315.0 million to $320.0 million
Second-quarter share repurchase of 45,310 shares at an average of $55.54; total liquidity was $242.6 million at June 30, 2026
Cintas separated the President and CEO roles. Chief Operating Officer Jim Rozakis became President and COO effective August 1, 2026, while Todd Schneider remains Chief Executive Officer and no longer holds the President title. The filing also discloses Rozakis's initial pay package, which includes a $900,000 base salary and a $4,000,000 target long-term incentive opportunity.
Jim Rozakis appointed President and COO, effective August 1, 2026; decision announced in filing dated July 28, 2026
Todd Schneider remains Chief Executive Officer and no longer holds the title of President
Whirlpool reported second-quarter 2026 net sales of $3.5 billion, down 6.8% from a year earlier, and ongoing EBIT of $62 million, down 69.1%. The company revised its full-year 2026 EPS outlook to reflect higher interest expense while keeping its revenue and margin outlook unchanged.
Net sales were $3,517 million versus $3,773 million; ongoing EBIT was $62 million versus $200 million
GAAP EPS was $1.15 versus $1.17; ongoing EPS was $(0.21) versus $1.34 a year earlier
Full-year 2026 ongoing EPS outlook is $2.50 to $3.00 and GAAP EPS outlook is $2.25 to $2.75, revised for new interest expense
Completed a $2 billion asset-based lending facility and issued $2 billion in secured bonds, clearing debt maturities until 2028
Vertex reported second-quarter 2026 revenue of $204.0 million, up 10.5% year-over-year, and swung to net income of $9.0 million from a net loss of $1.0 million a year earlier. The company raised its adjusted EBITDA outlook for full-year 2026 to $206.0 million to $210.0 million while narrowing its revenue guidance to $825.0 million to $830.0 million, which bears on shareholder expectations for the second half.
Q2 2026 total revenues of $204.0 million, up 10.5%; cloud revenues of $101.7 million, up 17.9%.
Net income of $9.0 million, or $0.06 per share, versus a net loss of $1.0 million, or $0.01 per share, a year earlier; loss from operations widened to $4.4 million from $3.9 million.
Adjusted EBITDA of $51.0 million, up from $38.4 million; margin of 25.0% versus 20.8%.
Q3 2026 guidance: revenues of $208.0 million to $211.0 million and adjusted EBITDA of $55.0 million to $57.0 million; full-year adjusted EBITDA outlook of $206.0 million to $210.0 million.
Custom Truck One Source reported second-quarter 2026 revenue of $563.4 million, up 10.2% from a year earlier, and net income of $10.4 million, compared with a net loss of $28.4 million in the second quarter of 2025. The company raised its full-year 2026 revenue and Adjusted EBITDA guidance, but said third-quarter revenue and Adjusted EBITDA are expected to be modestly below the second quarter because some sales were delivered earlier than planned.
Q2 2026 revenue of $563.4 million, up $52.0 million or 10.2%; Adjusted EBITDA of $116.8 million, up 25.0%
Net income of $10.4 million, or $0.05 per diluted share, versus a net loss of $28.4 million, or $(0.13) per share, a year earlier
2026 revenue guidance raised to $2.1 billion to $2.2 billion from $2.005 billion to $2.12 billion; Adjusted EBITDA guidance raised to $437.5 million to $455 million from $415 million to $440 million
Net leverage ratio of 3.85x at June 30, 2026, down from 4.31x at year-end 2025
On July 31, 2026, the Transactions under an April 14, 2026 Transaction Agreement were completed, and all outstanding limited partnership interests and equity awards of Oaktree Capital Group Holdings, Oaktree Equity Plan and Oaktree Equity Plan II were acquired or cancelled. The company also reduced its board from 10 directors to 5, replaced its CEO and CFO, and amended its operating agreement, changing its governance structure and removing certain member consent rights over management.
Transactions completed July 31, 2026; consideration included cash, Brookfield Asset Management and Brookfield Corporation Class A Limited Voting Shares, ExchangeCo limited partnership interests, and BAM restricted stock units.
Ten directors resigned, including Howard S. Marks and Bruce A. Karsh; Matt Herrington, Karly Dyck, Kunal Dusad, Brett Fox and Aleks Novakovic were appointed, and the board was reduced to 5 directors.
Matt Herrington succeeded Nicholas H. Goodman as CEO, and Karly Dyck succeeded Daniel Levin as CFO and Secretary, effective July 31, 2026.
Oaktree Capital I GP, LLC was sold to Brookfield US Company LLC for fair market value consideration; the filing does not disclose a dollar amount.
Medifast reported second quarter 2026 revenue of $76.4 million, down 27.6% from $105.6 million a year earlier, and a net loss of $3.1 million, or $0.28 per diluted share, compared with net income of $2.5 million, or $0.22 per share, in the prior-year quarter. The company expects full year 2026 revenue of $270 million to $300 million and a loss of $0.25 to $1.75 per share, so shareholders face continued losses and lower sales.
Active earning coaches fell 48.7% to 11,700 from 22,800 a year earlier, and the company expects the number to keep declining in 2026.
Gross profit margin was 69.9%, down from 72.6%, and loss from operations was $4.3 million versus $1.1 million a year earlier.
Full year 2026 guidance: revenue of $270 million to $300 million and loss per share of $0.25 to $1.75.
Third quarter 2026 guidance: revenue of $60 million to $80 million and loss per share of $0.15 to $0.65, excluding one-time Catalyst program costs.
Clorox reported fourth-quarter and fiscal 2026 results on August 3, 2026, with net sales down 2% to $1.95 billion and diluted EPS down 50% to $1.34, as lapping ERP-related shipments and GOJO acquisition costs weighed on results. For fiscal 2027 the company expects net sales to rise 13% to 14%, including about 9.5 points from the GOJO acquisition, and diluted EPS of $5.41 to $5.71, while describing the operating environment as challenging.
Q4 net sales decreased 2% to $1.95 billion; GOJO added about 10 points, while organic sales decreased 13%.
Q4 diluted EPS was $1.34 versus $2.68 a year earlier; adjusted EPS was $1.66 versus $2.87.
Fiscal 2026 net sales fell 5% to $6.72 billion and diluted EPS fell 26% to $4.81; operating cash flow was $612 million versus $981 million.
Fiscal 2027 outlook: adjusted EPS of $5.70 to $6.00, and gross margin of about 42%.
SI-BONE reported second-quarter 2026 worldwide revenue of $56.0 million, up 15.2% from a year earlier, and a net loss of $4.1 million, narrowed from $6.2 million. The company raised its 2026 worldwide revenue guidance to $231 million to $233 million from $230 million to $233 million, and it kept gross margin guidance at about 79%. For shareholders, the filing shows faster sales growth, a smaller loss and a higher low end of the revenue forecast.
Q2 2026 worldwide revenue was $56.0 million, up 15.2%; U.S. revenue was $53.2 million, up 14.7%.
Net loss narrowed to $4.1 million, or $0.09 per diluted share, from $6.2 million, or $0.14, a year earlier.
2026 revenue guidance is now $231 million to $233 million, implying growth of about 15% to 16%, versus the prior $230 million to $233 million.
Cash and equivalents were $145.9 million as of June 30, 2026, up from $144.7 million on March 31, 2026.
SITE Centers reported a second-quarter 2026 net loss of $1.3 million, or $0.03 per diluted share, compared with net income of $46.5 million, or $0.88 per share, a year earlier, mainly due to a smaller gain on property sales and higher impairment charges. The company is still working to resolve its DTP joint venture, where a buy-sell notice requires the partner to decide by August 31, 2026, so shareholders face uncertainty over the timing and value of that exit.
Q2 2026 net loss was $1.3 million ($0.03 per diluted share) versus net income of $46.5 million ($0.88 per share) in Q2 2025.
Operating FFO was a loss of $4.6 million ($0.09 per diluted share) versus income of $8.3 million ($0.16 per share) a year earlier.
Sold Meadowmont Crossing and The Pike Outlets for aggregate gross sales prices of $61.1 million; unrestricted cash was $238.9 million at June 30, 2026.
Partner must decide by August 31, 2026 whether to buy the company's 20% DTP stake for about $32.4 million or sell its 80% stake for about $129.6 million.
Matson reported second quarter 2026 net income of $129.4 million, or $4.27 per diluted share, up from $94.7 million, or $2.92 per diluted share, a year earlier, on revenue of $969.4 million versus $830.5 million. The company raised its full year 2026 outlook, now expecting consolidated operating income for 2026 to be higher than 2025, driven mainly by its China service.
Q2 2026 consolidated operating income was $158.9 million versus $113.0 million in Q2 2025.
Ocean Transportation operating income is expected to be approximately 45 percent higher in Q3 2026 than in Q3 2025, and modestly lower in Q4 2026 than in Q4 2025.
Matson repurchased approximately 0.3 million shares for $67.8 million in Q2 2026 and declared a $0.38 per share dividend payable September 3, 2026.
People Incorporated reported Q2 2026 revenue of $436.7 million, down 1% from a year earlier, and an operating loss of $14.3 million, wider than the $7.5 million loss in Q2 2025. Net earnings attributable to shareholders rose to $506.9 million, or $6.68 per diluted share, mainly because of a $721.7 million unrealized gain on its MGM Resorts stake. The company also named Neil Vogel as CEO and Timothy Quinn as CFO, effective August 5, 2026.
Revenue was $436.7 million, down 1% from $443.2 million in Q2 2025; Adjusted EBITDA rose 15% to $55.9 million.
Operating loss was $14.3 million, compared with $7.5 million in Q2 2025.
Net earnings attributable to shareholders were $506.9 million, or $6.68 per diluted share, versus $2.57 a year earlier, including a $721.7 million unrealized MGM gain.
Board approved 10 million additional share repurchases on June 16, 2026; 12.5 million shares remained under the authorization as of July 31, 2026.
Vertex reported second quarter 2026 results on August 3, 2026, with total revenue of $3.33 billion, up 12% from the prior-year quarter, and GAAP net income of $1.1 billion. The company raised its full-year 2026 total revenue guidance, and it also announced a pending acquisition of Crinetics Pharmaceuticals for $85.00 per share in cash, expected to close in the third quarter of 2026, which is not reflected in its guidance.
Q2 2026 total revenue was $3.33 billion, up from $2.96 billion in Q2 2025; GAAP net income was $1.10 billion, up from $1.03 billion.
GAAP diluted earnings per share were $4.31, compared with $3.99 a year earlier.
Full-year 2026 total revenue guidance was raised to $13.1 billion to $13.2 billion from $12.95 billion to $13.1 billion.
Vertex will acquire Crinetics for $85.00 per share in cash, a total equity value of about $10.0 billion, with closing expected in the third quarter of 2026.
Best Buy said Anne Bramman, a former CFO of Nordstrom and Circana's former chief financial and growth officer, will become executive vice president and chief financial officer on August 19, 2026. Corie Barry, the current CEO, will serve as interim CFO from August 1 until then, and Jason Bonfig will succeed Barry as CEO on November 1, 2026, so shareholders will see a new CFO and CEO within a few months.
Anne Bramman, age 58, will be CFO effective August 19, 2026, reporting to incoming CEO Jason Bonfig.
Bramman's annual base salary is $950,000, with a target short-term incentive of 150% of base salary for fiscal 2027.
Bramman's fiscal 2027 equity grant has a value of $3,250,000, plus a $500,000 sign-on cash award and a $1,250,000 sign-on equity award.
Corie Barry was named interim CFO effective August 1, 2026, and will remain CEO until Bonfig succeeds her on November 1, 2026.
TKO Group reported second-quarter 2026 revenue of $1.547 billion, up 18%, and net income of $303.9 million, up from $273.1 million a year earlier. The company raised its full-year 2026 revenue and Adjusted EBITDA targets and said it intends to make additional share repurchases, which matters to shareholders because it signals higher expected earnings and continued capital returns.
Q2 2026 revenue was $1.547 billion, up from $1.308 billion; net income was $303.9 million, up from $273.1 million; Adjusted EBITDA was $649.9 million, up 23%.
Full-year 2026 revenue guidance was raised to $5.775 billion-$5.825 billion from $5.675 billion-$5.775 billion; Adjusted EBITDA guidance was raised to $2.275 billion-$2.305 billion from $2.240 billion-$2.290 billion.
Selling, general and administrative expenses rose $98.4 million, primarily due to legal fees and settlement costs tied to WWE stockholder litigation.
The company intends to commence additional share repurchases; slightly more than $1 billion remained available under its authorization as of August 3, 2026.
V2X reported second-quarter 2026 revenue of $1.26 billion, up 17% year over year, and GAAP net income of $25.5 million, up from $22.4 million. The company raised its full-year 2026 guidance for revenue, adjusted EBITDA, and adjusted diluted earnings per share, which signals higher expected results for shareholders this year.
Q2 revenue was $1.26 billion, up 17% year over year; GAAP diluted EPS was $0.81 versus $0.70 a year earlier
Adjusted diluted EPS rose 23% to $1.64; adjusted EBITDA was $89.8 million, with a 7.1% margin
Full-year 2026 revenue guidance rose to $4,875 million-$5,025 million from $4,825 million-$4,975 million
Adjusted diluted EPS guidance rose to $5.90-$6.30 from $5.75-$6.15; net debt was $876.1 million as of July 3, 2026
Jazz Pharmaceuticals reported second quarter 2026 total revenues of $1.2 billion, up 16% from a year earlier, and raised its full-year 2026 revenue guidance to $4.60 billion-$4.75 billion from $4.25 billion-$4.50 billion. GAAP diluted earnings were $2.78 per share, compared with a loss of $11.74 per share in the year-earlier quarter, which included a $905.4 million acquired in-process R&D charge. For shareholders, the filing shows higher revenue, a higher revenue outlook and a return to profit on a GAAP basis.
2Q26 total revenues were $1,208.3 million, up from $1,045.7 million in 2Q25; Xywav net product sales rose 13% to $471.2 million.
2026 total revenue guidance was raised to $4,600 million-$4,750 million, from $4,250 million-$4,500 million given May 5, 2026.
2Q26 GAAP diluted EPS was $2.78 and non-GAAP adjusted EPS was $5.71; 2Q26 included $77.0 million of acquired IPR&D expense tied to AbCellera and Werewolf.
Cash, cash equivalents and investments were $2.2 billion at June 30, 2026, after repaying $1.0 billion of 2.00% exchangeable senior notes in June 2026.
Palantir reported second-quarter 2026 revenue of $1.935 billion, up 93% from a year earlier, with GAAP net income of $1.062 billion and diluted EPS of $0.41, compared with $0.13 a year earlier. The company raised its full-year 2026 revenue guidance to $8.150 to $8.158 billion, which points to higher expected sales for shareholders.
Q2 2026 revenue was $1.935 billion, up 93% year over year; U.S. commercial revenue was $764 million, up 149%.
GAAP net income was $1.062 billion, and GAAP diluted EPS was $0.41 versus $0.13 in Q2 2025.
Full-year 2026 revenue guidance was raised to $8.150 to $8.158 billion; Q3 2026 revenue is expected at $2.160 to $2.164 billion.
An investor presentation and CEO letter were posted on August 3, 2026, and a webcast was scheduled for 5:00 PM ET that day.
InvenTrust reported second-quarter 2026 Nareit FFO of $0.50 per diluted share and Core FFO of $0.48, both up from the prior-year quarter. Net income fell to $1.4 million, or $0.02 per diluted share, from $95.9 million in the prior-year quarter, which included a $90.9 million gain on sale of investment properties. The company raised its 2026 net income and Nareit FFO per-share guidance and kept Core FFO guidance unchanged.
Q2 2026 Nareit FFO was $39.8 million, or $0.50 per diluted share, versus $0.45 a year earlier; Core FFO was $0.48 versus $0.44.
Q2 2026 net income was $1.4 million, or $0.02 per diluted share, versus $95.9 million, or $1.23, in Q2 2025, which included a $90.9 million gain on sale.
2026 guidance: net income per diluted share raised to $0.12 to $0.18 from $0.10 to $0.16; Nareit FFO raised to $2.01 to $2.07 from $2.00 to $2.06; Core FFO unchanged at $1.92 to $1.96.
Same Property NOI grew 4.1% in Q2 2026; leased occupancy was 96.2% as of June 30, 2026.
Diamondback Energy reported second quarter 2026 net income attributable to the company of $1.88 billion, or $6.65 per diluted share, compared with $699 million, or $2.38 per share, a year earlier. The company raised its full-year 2026 oil production guidance and doubled its share repurchase authorization to $16.0 billion in July, which gives shareholders a larger buyback capacity.
Q2 2026 total revenues were $5.562 billion, up from $3.678 billion in Q2 2025.
Full-year 2026 oil production guidance raised to 522+ thousand barrels per day from 520+; total production guidance raised to 1,000+ thousand barrels of oil equivalent per day from 972+.
Board doubled the share repurchase authorization to $16.0 billion on July 30, 2026; about $9.9 billion remains available.
Base cash dividend of $1.10 per share declared, payable August 20, 2026, to holders of record on August 13, 2026.
Sterling Infrastructure reported second-quarter 2026 revenue of $1.17 billion, up 90%, and net income of $155.8 million, or $5.00 per diluted share, compared with $2.31 a year earlier. The company also raised its full-year 2026 guidance, including revenue of $4.00 billion to $4.15 billion and diluted EPS of $17.25 to $17.85.
Q2 2026 revenue was $1.17 billion, up 90%; acquisitions contributed $250.8 million
Q2 2026 net income attributable to common stockholders was $155.8 million, or $5.00 per diluted share, versus $2.31 in Q2 2025
Full-year 2026 guidance: revenue of $4.00 billion to $4.15 billion; adjusted diluted EPS of $19.70 to $20.30
Total backlog was $4.33 billion at June 30, 2026, up 116%; management hosts a conference call on August 4, 2026 at 9:00 a.m. ET
Allison Transmission reported second quarter 2026 net sales of $1,566 million, up 92% from $814 million a year earlier, mainly due to the Allison Off-Highway business acquired on January 1, 2026. Net income fell to $181 million from $195 million and diluted EPS fell to $2.15 from $2.29, but the company raised its full year 2026 guidance for net sales, net income and adjusted EBITDA.
Q2 net sales were $1,566 million, including $706 million from Allison Off-Highway; Allison Transmission segment sales were a record $860 million.
Q2 net income was $181 million, down from $195 million, and diluted EPS was $2.15, down 6%; adjusted diluted EPS was $2.73, up 8%.
Full year 2026 guidance raised: net sales of $5,800 to $6,000 million, net income of $600 to $700 million, and adjusted EBITDA of $1,465 to $1,575 million.
Q2 adjusted free cash flow was $281 million, and the company repurchased $46 million of common stock and repaid the remaining $150 million under its revolving credit facility.
ClearPoint Neuro reported second-quarter 2026 revenue of $10.9 million, up 18% from a year earlier, helped by the IRRA flow product, while its net loss more than doubled to $11.3 million. The company also set 2026 revenue guidance at $48.0 million to $52.0 million and said it is shifting spending toward clinical capacity and preclinical services, which shareholders should weigh against the higher losses and lower cash balance.
Q2 2026 revenue was $10.9 million, up from $9.2 million; biologics and drug delivery revenue fell 15% to $4.0 million.
Net loss was $11.3 million, or $0.38 per share, versus $5.8 million, or $0.21 per share, a year earlier.
Operating expenses rose 51% to $17.0 million, and cash and cash equivalents were $29.4 million at June 30, 2026, down from $45.9 million at December 31, 2025.
The company's 2026 revenue guidance is $48.0 million to $52.0 million, described as an adjustment to its revised priorities.
Ichor Holdings reported second quarter 2026 revenue of $294.8 million, up 24% from a year earlier, and GAAP net income of $1.0 million, or $0.03 per diluted share, compared with a net loss of $9.4 million a year earlier. For the third quarter of 2026, it expects revenue of $315 million to $345 million and non-GAAP diluted EPS of $0.40 to $0.50. Cash rose to $256.5 million after $195.4 million in net proceeds from issuing 2.5 million shares, which added to the share count and may dilute existing holders.
Q2 2026 revenue was $294.8 million, up 15% from Q1 2026 and up 24% from Q2 2025
GAAP diluted EPS was $0.03 versus $(0.28) in Q2 2025; non-GAAP diluted EPS was $0.34 versus $(0.01)
Q3 2026 outlook: revenue of $315 million to $345 million; GAAP diluted EPS of $0.25 to $0.35
Cash and equivalents reached $256.5 million, including $195.4 million net proceeds from 2.5 million shares sold at an average $80.70 per share
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