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
TETRA Technologies reported second-quarter 2026 revenue of $185.7 million, up 7% from a year earlier and 19% from the first quarter, but income from continuing operations of $10.2 million was below the $11.3 million reported a year earlier. Adjusted EBITDA was $31.9 million, compared with $36.2 million in the second quarter of 2025, and the company raised $108.2 million in net proceeds from a June share sale and approved a final investment decision for its Arkansas Bromine Project.
Revenue $185.7 million vs $173.9 million a year earlier and $156.3 million in the first quarter of 2026
Net income per share from continuing operations $0.07 vs $0.08 a year earlier; adjusted net income per share $0.08 vs $0.09
Adjusted EBITDA $31.9 million vs $36.2 million a year earlier; Completion Fluids & Products Adjusted EBITDA margin 26.4% vs 36.9%
June 2026 issuance of about 12.4 million shares at $9.25 produced $108.2 million in net proceeds; Board approved Arkansas Bromine Project FID on May 28, 2026
Black Stone Minerals filed an 8-K to correct an error in its August 3, 2026 second quarter results press release, which had reported second quarter mineral and royalty acquisitions as $48.7 million. The correct figure is $37.2 million, and $48.7 million was the six-month amount. The release also shows mixed results: Q2 net income of $106.4 million fell from $120.0 million a year earlier but rose from $13.3 million in Q1 2026, while Adjusted EBITDA and distributable cash flow both increased year over year.
Q2 2026 mineral and royalty acquisitions corrected to $37.2 million from $48.7 million; $48.7 million reflected the six months ended June 30, 2026.
Q2 2026 net income was $106.4 million, versus $120.0 million in Q2 2025 and $13.3 million in Q1 2026.
Adjusted EBITDA was $91.3 million and distributable cash flow was $80.4 million, compared with $85.6 million and $76.2 million in Q2 2025.
Distribution of $0.32 per unit attributable to Q2 2026, a 7% increase over the prior quarter, payable August 13, 2026.
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%
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.
Atlas Energy Solutions reported second-quarter 2026 results on August 3, 2026. Revenue rose 10.4% from the first quarter to $293.2 million and the net loss narrowed to $25.1 million from $47.3 million, but the net loss was wider than the $5.6 million reported a year earlier and adjusted EBITDA of $49.5 million was below the $71.2 million in the second quarter of 2025. The company also said it signed its first long-term behind-the-meter power contract, for 120 MWs expected to come online at the end of the first quarter of 2027.
Total revenue of $293.2 million, up from $265.6 million in Q1 2026 and $288.7 million in Q2 2025.
Net loss of $25.1 million, compared with $47.3 million in Q1 2026 and $5.6 million in Q2 2025.
Adjusted EBITDA of $49.5 million, up from $29.9 million in Q1 2026 but down from $71.2 million in Q2 2025.
Total liquidity of $292.9 million as of June 30, 2026, including $168.2 million in cash; management expects 180 to 200 MWs of oilfield power deployed by the end of 2026.
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.
Vornado reported second-quarter 2026 revenue of $462.2 million, up from $441.4 million a year earlier, and FFO as adjusted of $131.1 million, or $0.67 per diluted share, up from $0.56. GAAP net income attributable to common shareholders fell to $16.4 million, or $0.08 per diluted share, from $743.8 million, or $3.70, mainly because of an $803.2 million gain on the 770 Broadway master lease with NYU in the prior-year quarter.
Q2 2026 revenue was $462.2 million versus $441.4 million in Q2 2025.
FFO as adjusted was $131.1 million, or $0.67 per diluted share, versus $113.3 million, or $0.56, a year earlier.
GAAP net income attributable to common shareholders was $16.4 million, or $0.08 per diluted share, versus $743.8 million, or $3.70, in the prior-year quarter.
For the six months ended June 30, 2026, the company reported a net loss attributable to common shareholders of $6.4 million, or $0.03 per diluted share.
Nuwellis, Inc. sold 1,310,890 common shares at $2.59 per share in a registered direct offering, with gross proceeds expected to be about $3.4 million before placement agent fees and expenses. The offering closed on August 3, 2026, and investors also received warrants to buy up to 1,310,890 more shares at $2.59, which adds potential future dilution for existing shareholders.
Registered direct offering of 1,310,890 shares at $2.59 per share, with gross proceeds expected to be about $3.4 million before fees and expenses
Concurrent private placement of warrants to buy up to 1,310,890 shares at $2.59, exercisable immediately with a five-year term from registration effectiveness
Placement agent Ladenburg Thalmann & Co. Inc. receives a cash fee of 9.0% of gross proceeds plus warrants equal to 3.0% of shares issued
Company separately received $3.1 million from warrant exercises tied to its June 2026 public offering, according to the press release
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
Alamo Group reported second-quarter 2026 net sales of $450.7 million, up 7.6% from a year earlier, with Industrial Equipment sales up 12.8%. GAAP diluted EPS was $2.55, nearly flat against $2.57, while adjusted diluted EPS rose 7.2% to $2.82 after excluding items such as restructuring expenses. The Board also adopted amended and restated bylaws effective July 30, 2026, which update shareholder nomination and proposal procedures and address director interests in transactions.
Net sales were $450.7 million, up from $419.1 million; Industrial Equipment Division sales rose 12.8% to $271.6 million.
Net income was $30.9 million, down from $31.1 million; diluted EPS was $2.55 versus $2.57.
Adjusted diluted EPS was $2.82 versus $2.63, an increase of 7.2%; restructuring expenses were $4.0 million versus $0.6 million.
Amended and restated bylaws took effect July 30, 2026, covering director nominations, director compensation and transactions where a director has an interest.
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.
Diversified Healthcare Trust reported a second quarter 2026 net loss of $37.4 million, or $0.16 per share, compared with a net loss of $91.6 million, or $0.38 per share, a year earlier. Revenue fell to $365.4 million from $382.7 million, while normalized FFO rose to $38.9 million, and the company said its updated full year 2026 guidance is consistent with its June 1, 2026 release.
Net loss was $37.4 million, or $0.16 per share, for the quarter ended June 30, 2026, versus $91.6 million, or $0.38 per share, a year earlier.
Total revenues were $365.4 million, down from $382.7 million in the second quarter of 2025.
Normalized FFO was $38.9 million, or $0.16 per share, up 109.4% year over year.
Full year 2026 normalized FFO guidance is $135 million to $150 million, consistent with the June 1, 2026 release.
JBT Marel reported second quarter 2026 results with revenue up 5% to $981 million and diluted EPS of $0.54 versus $0.07 a year earlier. Results included a $33 million non-cash impairment charge, and the Prepared Food and Beverage Solutions segment came in below company expectations, while full-year revenue and adjusted EBITDA margin guidance was reiterated.
Q2 2026 revenue $981 million, up 5%; net income $28 million versus $3 million a year earlier
Diluted EPS $0.54 versus $0.07; adjusted EPS $1.95 versus $1.49
Prepared Food and Beverage Solutions revenue was flat at $514 million and adjusted EBITDA margin fell 70 basis points
FY 2026 adjusted EPS guidance refined to $7.85 - $8.35; GAAP diluted EPS guidance updated to $4.20 - $4.70
SBA Communications reported second quarter 2026 net income attributable to SBA of $198.8 million, or $1.87 per diluted share, down from $2.09 a year earlier, while site leasing revenue rose to $663.9 million from $631.8 million. It raised the midpoint of its full year 2026 site leasing revenue outlook by $2.0 million and declared a $1.25 per share quarterly dividend, so shareholders see higher revenue and a slightly higher outlook alongside lower per-share profit.
Diluted EPS was $1.87 versus $2.09; net income included an $8.0 million currency gain versus $30.4 million a year earlier.
Site leasing revenue was $663.9 million, up 5.1%; site development revenue was $51.4 million, down 23.5%.
Full year 2026 AFFO per share outlook is $11.95 to $12.40, with the midpoint up $0.02 from April 29, 2026.
Quarterly cash dividend of $1.25 per share is payable September 17, 2026 to holders of record on August 20, 2026.
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.
Crawford & Company reported second-quarter 2026 revenues before reimbursements of $321.4 million, down slightly from $323.0 million a year earlier, while GAAP net income rose 73% to $13.4 million. The Board approved an increase in the quarterly dividend to $0.08 per share, and the company said its International Operations and Broadspire segments drove the results.
Revenues before reimbursements were $321.4 million versus $323.0 million in Q2 2025.
Diluted EPS for CRD-A was $0.27 versus $0.16; non-GAAP diluted EPS was $0.38 versus $0.22.
International Operations operating earnings rose to $10.9 million from $7.3 million, with operating margin at 7.9% versus 5.5%.
Q2 2026 included a $2.3 million software impairment and a $1.3 million net loss on disposition of businesses.
New Mountain Finance reported adjusted net investment income of $24.7 million, or $0.26 per share, for the quarter ended June 30, 2026, down from $0.32 per share in the second quarter of 2025. Net asset value was $10.89 per share, compared with $10.92 at March 31, 2026, and the company declared a third quarter distribution of $0.25 per share, below the $0.32 paid in third quarter 2025.
Adjusted net investment income of $24.7 million, or $0.26 per weighted average share, versus $0.32 in Q2 2025
Net increase in net assets from operations of $17.3 million ($0.18 per share) versus $7.8 million ($0.07 per share) a year earlier
Non-accruals fell to 1.5% of fair value in Q2 from 2.6% in Q1
Third quarter distribution of $0.25 per share, payable September 30, 2026, to holders of record as of September 16, 2026
Ibotta reported second quarter 2026 results for the period ended June 30, 2026. Revenue rose 3% year over year to $88.9 million and exceeded the upper end of its guidance range, but the company posted a GAAP net loss of $1.2 million, compared with net income of $2.5 million a year earlier. Adjusted EBITDA fell 7% to $16.5 million, and the company guided third quarter 2026 revenue to $86 million to $90 million.
Total revenue of $88.9 million, up 3% year over year; third-party publisher redemption revenue rose 27% to $61.5 million.
GAAP net loss of $1.2 million, or $0.05 per diluted share, versus net income of $2.5 million in the second quarter of 2025.
Adjusted EBITDA of $16.5 million, down 7% year over year, with an 18.6% margin.
Third quarter 2026 outlook: revenue of $86 million to $90 million and adjusted EBITDA of $12 million to $14 million.
GeneDx reported second quarter 2026 revenue of $114.4 million, up 11% year-over-year, with exome and genome volume up 32%. It posted a GAAP net loss of $17.7 million, compared with net income of $10.8 million a year earlier, and reaffirmed full-year 2026 revenue guidance of $475 to $490 million, while its loan facility with Blackstone was expanded to $150.0 million.
Q2 2026 revenue was $114.4 million, up 11% year-over-year; exome and genome test volume was 30,785, up 32%.
GAAP net loss was $17.7 million ($0.60 per share) versus net income of $10.8 million in Q2 2025; adjusted net income was $0.4 million versus $16.4 million a year earlier.
Full-year 2026 revenue guidance of $475 to $490 million was reaffirmed; third-quarter revenue guidance is $122 to $124 million.
On August 3, 2026, the Blackstone loan facility was increased to $150.0 million, and pro forma cash is approximately $188 million.
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%.
Vitesse Energy reported second quarter 2026 net income of $33.1 million, up from $24.7 million a year earlier, and total revenue of $91.0 million, up 11%. Net income includes a non-cash unrealized derivative gain of $40.2 million, and adjusted net income was $1.8 million, so the reported profit gain relies heavily on that non-cash item. The company also narrowed its 2026 production and capital expenditure guidance and declared a third quarter dividend of $0.4375 per share.
Net income was $33.1 million ($0.77 diluted per share) versus $24.7 million ($0.60 per diluted share) in Q2 2025; adjusted net income was $1.8 million.
Total revenue was $91.0 million, up 11% from $81.8 million; average realized oil price before hedging was $91.98 per Bbl, up 55%.
2026 guidance was narrowed: production to 16,300-17,200 Boe per day (from 16,000-17,500) and total cash capital expenditures to $65-80 million (from $50-80 million).
Third quarter dividend of $0.4375 per share is payable September 30, 2026, to holders of record as of September 15, 2026.
ORIC Pharmaceuticals reported a second-quarter 2026 net loss of $41.5 million, up from $36.4 million a year earlier, as research and development spending rose. Loss per share narrowed to $0.38 from $0.47, but the filing shows a higher weighted-average share count, and the company said cash and investments of $387.6 million, including $59.9 million raised under its at-the-market program, fund operations into the second half of 2028.
Net loss was $41.5 million for the quarter ended June 30, 2026, versus $36.4 million a year earlier; loss per share was $0.38 versus $0.47.
R&D expenses rose to $36.3 million from $30.5 million, mainly due to external costs for rinzimetostat.
Cash, cash equivalents and investments totaled $387.6 million as of June 30, 2026, which the company expects to fund its operating plan into the second half of 2028.
The Himalayas-1 global Phase 3 trial of rinzimetostat was initiated, and a supply agreement with Bayer provides darolutamide for the trial at no cost.
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.
Alexandria Real Estate Equities reported a second-quarter 2026 net loss attributable to common stockholders of $73.7 million, or $0.43 per diluted share, narrower than the $109.6 million loss a year earlier. Funds from operations (FFO) as adjusted fell to $1.73 per diluted share from $2.33 in 2Q25, and same property net operating income declined 10.6%, which matters to shareholders because it reflects lower cash earnings from the portfolio.
Net loss attributable to common stockholders was $73.7 million, or $0.43 per diluted share, in 2Q26, versus $109.6 million, or $0.64 per share, in 2Q25.
FFO attributable to common stockholders, diluted and as adjusted, was $296.1 million, or $1.73 per share, versus $396.4 million, or $2.33 per share, in 2Q25.
Same property net operating income fell 10.6% in 2Q26, which the company attributed to lower same property occupancy from previously disclosed lease expirations.
The board declared a common stock dividend of $0.72 per share for 2Q26, consistent with the preceding quarter; no shares had been repurchased under the $500.0 million buyback program as of June 30, 2026.
Sabra Health Care REIT reported a second-quarter 2026 net loss of $0.10 per diluted share, compared with net income of $0.27 per diluted share a year earlier, after a $102.4 million provision for loan losses and other reserves. Total revenues rose to $235.9 million from $189.2 million, and normalized FFO per diluted share was $0.38 versus $0.37, while the company reiterated its full-year 2026 guidance.
Q2 2026 net loss of $0.10 per diluted share vs. net income of $0.27 in Q2 2025
Total revenues of $235.9 million vs. $189.2 million in Q2 2025; provision for loan losses and other reserves of $102.4 million
Normalized FFO of $0.38 per diluted share vs. $0.37; normalized AFFO of $0.40 vs. $0.38
Full-year 2026 guidance reiterated; quarterly dividend of $0.30 per share payable August 31, 2026
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.
Independence Realty Trust reported second quarter 2026 results on August 3, 2026. Net income available to common shares fell to $3.4 million from $8.0 million a year earlier, while CFFO was flat at $66.6 million, or $0.28 per share, and same-store NOI rose 1.2%. The company affirmed the midpoint of its full-year 2026 EPS, FFO and CFFO per share guidance.
Q2 2026 EPS was $0.01 versus $0.03 in Q2 2025; net income available to common shares was $3.4 million versus $8.0 million.
CFFO was $66.6 million, or $0.28 per share, compared with $66.7 million and $0.28 per share a year earlier.
Same-store rental and other property revenue rose 0.9% and same-store NOI rose 1.2% in the quarter ended June 30, 2026.
Full-year 2026 guidance midpoints were affirmed: EPS of $0.22 to $0.27 range, CFFO per share of $1.13 to $1.15.
Golub Capital BDC reported third-quarter fiscal 2026 results for the quarter ended June 30, 2026, in an earnings presentation filed as Exhibit 99.1, with a conference call scheduled for August 4, 2026. Earnings per share were $0.22, compared with a loss of $(0.18) in the March 31, 2026 quarter, but net asset value per share fell to $14.25 from $14.35 and total investment income slipped slightly.
Earnings per share of $0.22 for the quarter ended June 30, 2026, versus a loss of $(0.18) for the quarter ended March 31, 2026.
Net asset value per share of $14.25 at June 30, 2026, down from $14.35 at March 31, 2026.
Net investment income of $0.33 per share, unchanged quarter over quarter; total investment income of $187.7 million versus $188.1 million.
Non-accrual investments were 1.9% of total investments at fair value; a quarterly base distribution of $0.33 per share was declared, payable September 29, 2026.
Inspire Medical Systems reported second-quarter 2026 revenue of $200.6 million, down 7.6% from $217.1 million a year earlier, mainly due to a U.S. decline tied to evolving coding and reimbursement, partly offset by International growth. The company swung to a diluted profit of $0.01 per share from a loss of $(0.12), and raised its full-year 2026 revenue outlook to $835 million to $875 million, while announcing Project Horizon, a restructuring plan with $20 million to $25 million of pre-tax charges, mostly non-cash.
Q2 2026 revenue of $200.6 million versus $217.1 million in Q2 2025; U.S. revenue declined while International revenue grew.
Diluted EPS of $0.01 versus $(0.12) a year earlier; adjusted diluted EPS of $0.14 versus $0.34.
Full-year 2026 revenue outlook raised to $835 million to $875 million; adjusted operating margin expected at 4% to 6%.
Project Horizon restructuring: $20 million to $25 million of pre-tax charges, with about $30 million of annualized growth investment capacity; most actions expected in Q3 and substantially complete by end of 2026.
Douglas Dynamics reported record second-quarter 2026 net sales of $214.6 million, up 10% from a year earlier, and raised its 2026 outlook ranges for net sales, adjusted EBITDA and adjusted diluted EPS. GAAP net income fell slightly to $25.4 million and diluted EPS to $1.07 from $1.09, while adjusted diluted EPS rose 7% to a record $1.22.
Q2 2026 net sales rose 10% to a record $214.6 million; net income was $25.4 million versus $26.0 million a year earlier.
Adjusted EBITDA rose 5% to a record $44.6 million; adjusted diluted EPS rose 7% to a record $1.22.
2026 outlook raised: net sales now $765 million to $805 million (was $750 million to $795 million); adjusted diluted EPS now $2.90 to $3.40 (was $2.55 to $3.05).
The company returned about $10 million to shareholders in the quarter through a $0.295 per share dividend and repurchases of about 67,500 shares.
Hess Midstream reported estimated second quarter 2026 results, with revenues and other income down to $399.0 million from $414.2 million, while net income attributable to Hess Midstream LP rose to $96.4 million, or $0.75 per Class A share, from $90.3 million, or $0.74. The company reaffirmed its full-year 2026 financial and throughput guidance and declared a quarterly distribution of $0.7888 per Class A share, up $0.0096 from the first quarter, payable August 14, 2026.
Revenues and other income were $399.0 million versus $414.2 million a year earlier, mainly due to lower throughput volumes; oil terminaling throughput fell 15% and water gathering fell 12%.
Net income attributable to Hess Midstream LP was $96.4 million, or $0.75 per Class A share, versus $0.74; total net income was $173.7 million versus $179.7 million.
Adjusted EBITDA was $313.7 million versus $316.0 million, and Adjusted Free Cash Flow was $231.6 million versus $193.8 million.
Distribution of $0.7888 per Class A share has a record date of August 6, 2026 and is payable August 14, 2026.
TG Therapeutics reported second quarter 2026 total revenue of $240.3 million, up from $141.1 million a year earlier, and raised its full-year 2026 total global revenue target to approximately $950 million. Net income fell to $7.8 million from $28.2 million as research and development and selling, general and administrative expenses rose sharply, so higher sales did not translate into higher profit.
Q2 2026 total revenue was $240.3 million, versus $141.1 million in Q2 2025; BRIUMVI U.S. net product revenue was $227.7 million.
Q2 2026 net income was $7.8 million ($0.05 diluted per share), versus $28.2 million ($0.17 diluted per share) in Q2 2025.
Q2 2026 R&D expense was $95.3 million and SG&A expense was $82.1 million, versus $31.8 million and $55.6 million a year earlier.
Full-year 2026 targets were raised: total global revenue to approximately $950 million and BRIUMVI U.S. net product revenue to approximately $890 to $905 million.
Seaport Therapeutics reported second-quarter 2026 results with a net loss of $62.6 million, up from $15.1 million a year earlier. The company said the increase was mainly due to one-time, non-cash stock-based compensation tied to its May IPO, and it ended the quarter with $427.3 million in cash and investments, which it expects to fund operations into 2029.
Net loss was $62.6 million, or $1.78 per share, versus $15.1 million, or $6.40 per share, in Q2 2025.
General and administrative expenses rose to $41.2 million from $5.1 million, including $36.0 million of non-cash stock-based compensation.
Research and development expenses rose to $24.6 million from $13.4 million as GlyphAllo and GlyphAgo advanced into later-stage development.
The IPO raised $260.0 million in gross proceeds, and cash, cash equivalents, and investments totaled $427.3 million as of June 30, 2026.
Supernus reported second-quarter 2026 total revenues of $219.1 million, up 32% from a year earlier, and raised its full-year 2026 revenue guidance, but posted a net loss of $58.4 million after a $54.9 million non-cash impairment on APOKYN. The company also announced a definitive agreement to combine with Indivior Pharmaceuticals in an all-stock merger of equals, which would affect the ownership and business of Supernus shareholders.
Q2 2026 net loss of $58.4 million, or $1.01 per diluted share, versus net earnings of $22.5 million, or $0.40 per share, in Q2 2025
Full-year 2026 total revenue guidance raised to $860 million-$890 million from $840 million-$870 million; operating earnings guidance is now a loss of $20 million-$50 million, versus earnings of $0-$30 million previously
Adjusted operating earnings guidance raised to $150 million-$180 million from $140 million-$170 million
Merger exchange ratio is fixed; joint conference call with Indivior scheduled for August 3, 2026 at 8:30 a.m. EDT
Easterly Government Properties reported second-quarter 2026 total revenues of $92.4 million, up from $84.2 million a year earlier, and Core FFO of $37.4 million, or $0.78 per fully diluted share, up from $0.74. Net income fell to $3.2 million from $4.3 million, and the company raised its full-year 2026 Core FFO per share guidance to $3.07 to $3.13, which matters to shareholders because the core earnings measure and outlook improved while GAAP profit declined.
Q2 total revenues were $92.4 million versus $84.2 million a year earlier; net income was $3.2 million versus $4.3 million.
Q2 Core FFO was $37.4 million, or $0.78 per fully diluted share, versus $0.74 in Q2 2025.
2026 Core FFO per share guidance was raised to $3.07 to $3.13 on a fully diluted basis.
A quarterly dividend of $0.45 per share is payable August 20, 2026 to holders of record on August 10, 2026.
CNH Industrial reported second-quarter 2026 results with consolidated revenues of $4.8 billion, up 2% from a year earlier, while net income fell 35% to $141 million and diluted EPS fell to $0.11 from $0.17. The company said it expects 2026 results at the higher end of its previously communicated ranges and updated its outlook, including adjusted diluted EPS of $0.41 to $0.46. For shareholders, revenue growth was offset by lower profit, with agriculture earnings down sharply amid a trough in the farm equipment cycle.
Consolidated revenues were $4.8 billion, up 2% year over year; Net sales of Industrial Activities were $4.1 billion, up 3%.
Net income was $141 million versus $217 million in Q2 2025; diluted EPS was $0.11 versus $0.17, and adjusted diluted EPS was $0.13 versus $0.17.
Agriculture adjusted EBIT fell to $170 million from $263 million; Construction adjusted EBIT fell to $15 million from $35 million.
2026 outlook: adjusted diluted EPS of $0.41 to $0.46 and Free Cash Flow of Industrial Activities of $200 million to $400 million.
Integer Holdings reported second quarter 2026 sales of $464 million, down 2.6%, and GAAP diluted EPS of $0.69, down 34%. The same day, it agreed to be acquired by an affiliate of funds managed by KKR in an all-cash deal valued at an enterprise value of $5.7 billion, with stockholders receiving $127 per share.
GameStop agreed on August 2, 2026 to exchange about $1.4 billion of its convertible senior notes held by a limited number of institutional holders for Class A common stock, with no cash proceeds to the company. The exchange would reduce long-term debt by about $1.4 billion, but the number of new shares is not yet set and will issue to holders in a private placement, which could dilute existing shareholders.
Exchange covers about $400 million of 2030 Notes and $1.0 billion of 2032 Notes; about $1.1 billion of 2030 Notes and $1.7 billion of 2032 Notes remain outstanding after closing.
Share count depends on the average volume-weighted average price over a 35 trading day period starting August 3, 2026, subject to a per share price floor.
Closing is expected on or about September 23, 2026, and either party may terminate if it has not closed by September 30, 2026.
Noteholders may buy, sell or hedge GameStop shares during the process, which could move the stock price.
CNA Financial reported second quarter 2026 net income of $321 million, or $1.18 per diluted share, up from $299 million, or $1.10, a year earlier. Core income, which management uses to monitor operations, fell to $324 million, or $1.19 per share, from $335 million, or $1.23, as lower underwriting results in property and casualty offset higher net investment income.
Net income of $321 million, or $1.18 per diluted share, vs. $299 million, or $1.10, in Q2 2025
Core income of $324 million, or $1.19 per share, vs. $335 million, or $1.23, in Q2 2025
P&C combined ratio of 96.5% vs. 94.1% a year earlier; P&C core income of $426 million vs. $448 million
Board declared a quarterly dividend of $0.48 per share, payable September 3, 2026, to holders of record on August 17, 2026
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