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).
Ares Commercial Real Estate reported GAAP net income of $4.4 million, or $0.08 per diluted share, for the quarter ended June 30, 2026, compared with a net loss of $11.0 million, or $0.20 per share, a year earlier. The company also declared a $0.15 per share dividend for the third quarter of 2026, unchanged from the prior quarters, and the results are supported by higher total revenue of $14.4 million.
GAAP net income of $4.4 million, or $0.08 per diluted share, for Q2 2026, versus a net loss of $11.0 million, or $0.20 per share, in Q2 2025
Distributable Earnings (a non-GAAP measure) of $6.9 million, or $0.12 per diluted share, for Q2 2026
Total revenue of $14.4 million for Q2 2026, up from $12.6 million in Q2 2025
Third quarter 2026 dividend of $0.15 per share declared August 4, 2026, payable October 15, 2026 to holders of record as of September 30, 2026
Duke Energy reported second-quarter 2026 reported EPS of $1.38 and adjusted EPS of $1.43, up from $1.25 in the second quarter of 2025. The company reaffirmed its 2026 adjusted EPS guidance of $6.55 to $6.80, so shareholders see higher quarterly earnings with no change to the full-year outlook.
Second-quarter 2026 reported EPS was $1.38 and adjusted EPS was $1.43, compared with $1.25 for both measures in the second quarter of 2025.
Reported results include $39 million after tax, or $0.05 per share, in charges related to regulatory settlements, excluded from adjusted EPS.
Electric Utilities and Infrastructure adjusted segment income was $1,310 million, compared with $1,194 million a year earlier.
2026 adjusted EPS guidance of $6.55 to $6.80 was reaffirmed; the long-term adjusted EPS growth rate of 5% to 7% through 2030 was also reaffirmed.
onsemi reported second-quarter 2026 revenue of $1,603.5 million, up 9% from a year earlier, with GAAP net income attributable to the company of $226.8 million versus $170.3 million in the second quarter of 2025. It also guided third-quarter 2026 revenue to $1,650 million to $1,750 million and GAAP diluted EPS to $0.79 to $0.91, and repurchased $332 million of shares in the quarter.
Q2 2026 revenue of $1,603.5 million, up 9% year over year and up from $1,513.3 million in Q1 2026
GAAP diluted EPS of $0.56 versus $0.41 in Q2 2025; non-GAAP diluted EPS of $0.74
Q3 2026 outlook: revenue of $1,650 million to $1,750 million and GAAP diluted EPS of $0.79 to $0.91
Free cash flow of $425.4 million and share repurchases of $332 million in the quarter
National Presto reported second quarter 2026 net sales of $146.6 million, up from $120.4 million a year earlier, and net earnings of $15.9 million, or $2.21 per share, compared with $5.2 million, or $0.72 per share. Defense segment sales rose 27.2%, while Housewares/Small Appliances sales fell 6.2%, and part of that segment's operating earnings came from a tariff refund.
Q2 2026 net sales $146.6 million vs. $120.4 million in Q2 2025
Q2 2026 net earnings $15.9 million, $2.21 per share, vs. $5.2 million, $0.72 per share
Six months ended July 5, 2026: net sales $265.2 million and net earnings $22.5 million, $3.14 per share
Housewares/Small Appliance operating earnings of $2.2 million, mostly from a refund of tariffs the Supreme Court declared unauthorized
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
Innovex reported second-quarter 2026 revenue of $245 million, up 9% from a year earlier, and net income of $25 million, or $0.36 per diluted share, after a net loss in the first quarter tied to a $48.8 million legal settlement provision. The company also gave third-quarter guidance of $260 to $270 million in revenue and $51 to $57 million in Adjusted EBITDA, which includes TCO, a business it acquired on July 1, 2026 for $95 million in cash and stock.
Q2 2026 revenue was $244.9 million, up 2% from Q1 2026 and up 9% from Q2 2025.
Net income was $25.0 million ($0.36 per diluted share), compared with a net loss of $16.7 million in Q1 2026 and net income of $15.3 million in Q2 2025.
Adjusted EBITDA was $48.0 million, down from $49.3 million in Q1 2026 and up from $46.6 million in Q2 2025.
Cash and cash equivalents were $222 million at June 30, 2026, with no bank debt; free cash flow was $30.4 million.
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
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.
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.
Amneal Pharmaceuticals LLC, a subsidiary of Amneal Pharmaceuticals, Inc., entered into Amendment No. 3 to its Term Loan Credit Agreement on August 3, 2026, reducing the interest rate margin on its term loans by 50 basis points. The company estimates annualized cash interest savings of approximately $12 million compared with the prior agreement, based on amounts outstanding before the amendment.
Existing term loans converted into new term loans with an aggregate principal amount of $2.039 billion
A new $45.2 million term loan was incurred, with proceeds used to prepay remaining existing term loans at par
Margin reduced to 1.50% for base rate loans and 2.50% for SOFR-based loans; stated maturity remains August 1, 2032
Estimated annualized cash interest savings of approximately $12 million; no prepayment premium on a repricing after February 3, 2027
Powell Industries reported fiscal 2026 third-quarter results for the period ended June 30, 2026, with revenue up 9% to $312 million and diluted earnings per share up 8% to $1.42. New orders of $934 million and backlog of $2.4 billion both rose sharply from a year earlier, and the company's board declared a quarterly dividend of $0.09 per share.
Net income was $52.2 million, or $1.42 per diluted share, up 8% from $1.32 a year earlier.
New orders totaled $934 million, up 158% from $362 million in the prior-year quarter; backlog reached $2.4 billion as of June 30, 2026, up 69%.
The board declared a $0.09 per share quarterly cash dividend, payable September 16, 2026, to shareholders of record on August 19, 2026.
Management is conference-calling on August 4, 2026 at 11:00 a.m. Eastern time.
Addus HomeCare reported second-quarter 2026 net service revenues of $377.4 million, up 8.0% from $349.4 million a year earlier. Net income rose to $27.6 million, or $1.49 per diluted share, from $1.20 per diluted share in the prior-year quarter. Because revenue, profit and per-share earnings all improved, the results point in a favorable direction for shareholders, though the filing gives no forward guidance.
Net service revenues were $377.4 million, up 8.0% from $349.4 million in Q2 2025
Net income was $27.6 million, or $1.49 per diluted share, versus $1.20 a year earlier
Adjusted EBITDA rose 11.9% to $49.2 million; cash flow from operations was $40.0 million
Results were released August 3, 2026; the conference call is set for August 4, 2026 at 9:00 a.m. Eastern Time
CRISPR Therapeutics reported second quarter 2026 results, with total revenue of $10.2 million versus $0.9 million a year earlier and a net loss of $91.2 million, down from $208.5 million. The company stated CASGEVY generated $76 million in second quarter revenue and that the FDA approved CASGEVY for children 2 years and older, while cash and marketable securities totaled $2.36 billion at June 30, 2026.
Net loss was $91.2 million, or $0.94 per share, versus a net loss of $208.5 million, or $2.40 per share, in Q2 2025
Total revenue was $10.2 million versus $0.9 million a year earlier; the filing shows $10.0 million of collaboration revenue
Cash, cash equivalents and marketable securities were $2,364.4 million at June 30, 2026, including $585.4 million of net proceeds from convertible senior notes issued in March 2026
Acquired in-process R&D expense fell to $2.5 million from $96.3 million, which the company linked to the 2025 Sirius Agreement
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.
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
United Fire Group reported second quarter 2026 results on August 3, 2026, with net income up 45% from a year earlier to $33.4 million ($1.29 per diluted share) and adjusted operating income up 42% to $33.7 million ($1.30 per diluted share). The combined ratio improved 1.1 points to 95.3%, mainly due to lower catastrophe losses, and net written premium rose 9% to $406.4 million, so shareholders saw higher quarterly profit on stronger premium growth and investment income. The filing does not include new guidance.
Net income was $33.4 million ($1.29 per diluted share) versus $22.9 million ($0.87) in the second quarter of 2025.
Combined ratio improved to 95.3% from 96.4%; catastrophe loss ratio fell to 2.7% from 5.5%.
Net written premium rose 9% to $406.4 million; net investment income rose 33% to $28.9 million.
Book value per share was $38.02 at June 30, 2026, up $1.14 from December 31, 2025; a $0.20 per share dividend was paid in the quarter.
BRC Inc. reported second-quarter 2026 net revenue of $107.0 million, up 12.8% from a year earlier, and a net loss of $0.2 million, compared with $14.5 million in the second quarter of 2025. The company affirmed its full-year 2026 guidance of at least 8% revenue growth and at least 35% Adjusted EBITDA growth. For shareholders, revenue growth and a much smaller loss point in a positive direction, while Outpost revenue fell 15.0%.
Net revenue rose 12.8% to $107.0 million; Wholesale revenue rose 15.2% to $70.6 million and DTC revenue rose 13.6% to $31.4 million.
Net loss was $0.2 million versus $14.5 million in Q2 2025; Adjusted EBITDA was $6.3 million versus $2.4 million.
Full-year 2026 guidance affirmed: at least 8% revenue growth, gross margin of 34% to 36%, and at least 35% Adjusted EBITDA growth.
Outpost revenue fell 15.0% to $5.0 million on lower transaction volumes and lower average order value.
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.
Ultra Clean Holdings reported second-quarter 2026 revenue of $644.9 million, up from $533.7 million in the prior quarter and $518.8 million a year earlier. GAAP net income was $8.7 million, or $0.19 per diluted share, compared with a $162.0 million loss a year earlier that included a $151.1 million goodwill impairment. The company guided third-quarter 2026 revenue to $700 million to $750 million and GAAP diluted earnings per share to $0.67 to $0.87.
Q2 2026 revenue was $644.9 million, versus $533.7 million in Q1 2026 and $518.8 million in Q2 2025.
GAAP net income was $8.7 million, or $0.19 per diluted share, versus a net loss of $17.9 million in Q1 2026 and a $162.0 million loss in Q2 2025.
Non-GAAP net income was $32.3 million, or $0.70 per diluted share, versus $0.31 in Q1 2026.
Q3 2026 outlook: revenue of $700 million to $750 million and GAAP diluted EPS of $0.67 to $0.87.
Metallus reported second-quarter 2026 net sales of $341.0 million, up 12% from the prior-year quarter, and net income of $8.9 million, or $0.21 per diluted share, versus $3.7 million, or $0.09, a year earlier. The company expects third-quarter adjusted EBITDA to be slightly higher than the second quarter of 2026 and the third quarter of 2025, and it refinanced its credit facility to June 2031.
Second-quarter net sales $341.0 million, up 11% sequentially from $308.3 million and up 12% from $304.6 million a year earlier
Net income $8.9 million, or $0.21 per diluted share; adjusted EBITDA $29.0 million, up 9% year over year
Operating cash flow $12.8 million in the quarter; cash and cash equivalents $108.6 million as of June 30, 2026
Third-quarter adjusted EBITDA expected to be slightly higher than Q2 2026 and Q3 2025; conference call set for August 4, 2026 at 9:00 a.m. ET
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
Paymentus reported unaudited second quarter 2026 results on August 3, 2026, with revenue of $360.7 million, up 28.8% year over year, and GAAP net income of $25.6 million, compared with $14.7 million a year earlier. The company also gave third quarter and full year 2026 guidance, with full year revenue expected at $1,443 million to $1,458 million, which gives shareholders a current outlook for the rest of the year.
Revenue was $360.7 million, up 28.8% year over year, on 213.4 million transactions, up 21.4%.
Diluted GAAP EPS was $0.20, compared with $0.11 a year earlier; net income was $25.6 million versus $14.7 million.
Adjusted EBITDA was $48.8 million, up 54.0%, with an adjusted EBITDA margin of 41.3%.
Guidance: Q3 2026 revenue of $353 million to $363 million; full year 2026 revenue of $1,443 million to $1,458 million.
Innovative Industrial Properties reported second quarter 2026 total revenues of $63.3 million, up 0.7% from $62.9 million a year earlier, and net income attributable to common stockholders of $40.7 million, or $1.36 per diluted share, compared with $25.1 million, or $0.86 per share, in the second quarter of 2025. Net income included an $11.8 million gain on sale of real estate, and AFFO rose to $1.83 per diluted share from $1.71, while the company declared a $1.90 per share dividend for the quarter.
Total revenues of $63.3 million versus $62.9 million in the second quarter of 2025, an increase of 0.7%
Net income attributable to common stockholders of $40.7 million, or $1.36 per diluted share, versus $0.86 a year earlier
AFFO of $53.0 million, or $1.83 per diluted share, versus $1.71; Normalized FFO of $1.70 per share versus $1.60
Board declared a second quarter 2026 dividend of $1.90 per common share, paid July 15, 2026; conference call set for August 4, 2026
Snap reported second-quarter 2026 results on August 3, 2026, with revenue of $1.6 billion, up 19% from a year earlier, and a net loss of $164 million, down from $263 million. Adjusted EBITDA rose to $250 million from $41 million, and free cash flow was $121 million, compared with $24 million. Shareholders should note $128.5 million in restructuring charges, which the company excluded from Adjusted EBITDA, and that the Q3 2026 outlook was to be discussed on the earnings call rather than in the filing.
Q2 2026 revenue was $1,599 million, up 19% from $1,345 million; diluted net loss per share was $0.10, versus $0.16 a year earlier.
Net loss was $164 million, compared with $263 million; operating loss was $171 million, compared with $260 million.
Restructuring charges of $128.5 million were included in results for the quarter and excluded from Adjusted EBITDA.
Free cash flow was $121 million for the quarter, compared with $24 million; the Q3 2026 outlook was not included in the release.
UFP Technologies reported record second-quarter 2026 results, with net sales up 15.1% to $174.0 million and net income up 21.4% to $20.9 million from a year earlier. The company also said its Dominican Republic investments are creating near-term mix and margin pressure in its U.S. operations, which shareholders may weigh against the higher sales and profit.
Q2 2026 net income was $20.9 million, up from $17.2 million in Q2 2025; GAAP diluted EPS was $2.68 versus $2.21
Adjusted diluted EPS was $2.92 versus $2.50; organic sales growth was 12.4% for the quarter
SG&A rose 21.8% to $22.8 million, and gross margin increased to 29.3% from 28.8%
The company will hold a conference call on Tuesday, August 4, 2026, at 8:30 AM Eastern
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.
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.
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.
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
EverQuote reported second quarter 2026 results on August 3, 2026, with revenue up 25% year over year and GAAP net income up to $19.2 million from $14.7 million. The company also gave third quarter 2026 guidance for revenue of $198.0 million to $208.0 million and Adjusted EBITDA of $28.0 million to $31.0 million, and it reported no outstanding debt.
Q2 2026 revenue was $195.1 million, up 25% from $156.6 million; automotive revenue was $172.1 million and home and renters revenue was $23.0 million.
Adjusted EBITDA, a non-GAAP measure, was $30.1 million, up 37% from $22.0 million; GAAP net income was $19.2 million, versus $14.7 million.
Operating cash flow was $24.3 million, compared with $25.3 million a year earlier.
Q3 2026 outlook: revenue of $198.0 million to $208.0 million and Adjusted EBITDA of $28.0 million to $31.0 million.
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
Adeia reported second-quarter 2026 revenue of $96.1 million, up from $85.7 million a year earlier, and non-GAAP diluted EPS of $0.34 versus $0.25. The company raised its long-term annual revenue outlook to $600 million from $500 million, citing its semiconductor business, and reiterated its full-year 2026 GAAP revenue outlook of $395.0 million to $435.0 million.
Q2 2026 revenue was $96.1 million versus $85.7 million in Q2 2025; GAAP diluted EPS was $0.15, unchanged from a year earlier
Non-GAAP diluted EPS was $0.34 versus $0.25 in Q2 2025; GAAP net income was $17.4 million
Long-term annual revenue outlook raised to $600 million from $500 million; 2026 revenue outlook of $395.0 million to $435.0 million reiterated
Repurchased $10.0 million of common stock in the quarter, with $140.0 million remaining under the repurchase plan as of June 30, 2026
Advanced Energy reported second-quarter 2026 revenue of $574 million, up 30% from a year earlier and above the high end of its guidance. Non-GAAP EPS was $2.74, versus $1.50 a year earlier, while GAAP EPS from continuing operations was $1.29, including $31.8 million of inducement costs tied to partial conversion of its 2028 convertible notes. The company also guided third-quarter 2026 revenue to $640 million, plus or minus $20 million.
Q2 2026 revenue was $574 million, up from $442 million a year earlier and $511 million in Q1 2026
Non-GAAP EPS was $2.74 versus $1.50 in Q2 2025; GAAP EPS from continuing operations was $1.29 versus $0.67
GAAP EPS included $31.8 million, or $0.75 per diluted share, of inducement costs on the 2028 convertible notes
Q3 2026 guidance: revenue $640 million plus or minus $20 million; non-GAAP EPS $3.00 plus or minus $0.25
Viper Energy reported second quarter 2026 net income attributable to the company of $142 million, or $0.73 per Class A share, up from $37 million, or $0.28, a year earlier. The board raised the annual base dividend 32% to $2.00 per Class A share starting in Q3 2026 and removed its commitment to return at least 75% of cash available for distribution each quarter.
Q2 2026 total operating income was $677 million, versus $297 million in Q2 2025.
Q2 2026 base dividend of $0.38 and variable dividend of $0.29 per Class A share, both payable August 20, 2026 to holders of record on August 13, 2026.
Full-year 2026 production guidance raised to 66,000 to 67,250 barrels of oil per day; Q3 2026 guidance initiated at 67,500 to 68,500 barrels per day.
Repurchased about 3.0 million shares for about $132 million in Q2 2026; about $984 million remains on the buyback authorization.
Oppenheimer Holdings posted its Second Quarter 2026 investor presentation on August 3, 2026, showing second-quarter revenue of $454.9 million, up 21.9% from a year earlier, and net income attributable to the company of $27.4 million, up 26.2%. Six-month net income fell 87.1% to $6.8 million, reflecting a $70 million pre-tax cash sweep litigation settlement recorded in the first quarter of 2026.
Q2 2026 total revenue $454.9 million, up 21.9% from $373.2 million in Q2 2025
Q2 2026 GAAP diluted EPS $2.38 versus $1.91 a year earlier; adjusted diluted EPS $3.98 (non-GAAP)
Six-month 2026 net income $6.8 million, down 87.1%, after the $70 million cash sweep settlement in Q1 2026
Board declared a quarterly dividend of $0.20 payable August 28, 2026, to holders of record on August 14, 2026
Warner Music Group estimated preliminary, unaudited results for the three months ended June 30, 2026, showing revenue up 10% to $1,864 million and operating income up 80% to $305 million. GAAP EPS was estimated at $0.39, compared with a loss of $0.03 a year earlier, and the company reiterated its financial targets. The company moved its full results release to August 5, 2026, from August 6, and the figures may change as closing procedures are completed.
Revenue estimated at $1,864 million, up from $1,689 million; digital revenue estimated at $1,251 million, up 11%
Adjusted OIBDA estimated at $433 million, up 16% from $373 million; operating income estimated at $305 million vs. $169 million
GAAP EPS estimated at $0.39 vs. ($0.03); Adjusted EPS estimated at $0.51 vs. $0.42
Full results to be released August 5, 2026, with an earnings call at 4:30 p.m. ET
Autolus raised its full-year 2026 AUCATZYL net product revenue guidance to $140 million to $150 million, up from $120 million to $135 million, and reported preliminary Q2 2026 AUCATZYL net product revenue of approximately $45 million. The company also entered a credit facility of up to $250 million with Perceptive Advisors, with $75 million funded at close, and expects its cash to fund operations into the second quarter of 2028.
Full-year 2026 AUCATZYL net product revenue guidance raised to $140 million to $150 million, from $120 million to $135 million
Preliminary Q2 2026 AUCATZYL net product revenue of approximately $45 million, up approximately 70% from Q1 2026 and more than 100% from Q2 2025
Gross margin of approximately 35% year-to-date in 2026, compared with approximately negative 20% in the second half of 2025
Five-year, interest-only credit facility with Perceptive of up to $250 million; $75 million issued July 30, 2026, at SOFR (3.50% floor) plus 7.25%, with a warrant for up to 3.5 million ADSs at $1.9314 per ADS
Cohen & Company reported second-quarter 2026 results on August 3, 2026, with revenue of $69.5 million and net income attributable to the company of $3.6 million, or $0.94 per diluted share. Both measures rose from a year earlier, driven mainly by investment banking and new issue revenue of $54.1 million. The board also declared a $0.25 quarterly dividend, payable September 2, 2026.
Revenue of $69.5 million, up from $59.9 million in the second quarter of 2025 and $57.9 million in the first quarter of 2026.
Net income attributable to Cohen & Company Inc. of $3.6 million, or $0.94 per diluted share, compared with $1.4 million, or $0.81 per diluted share, a year earlier.
Adjusted pre-tax income, a non-GAAP measure, of $10.1 million, or $1.62 per diluted share.
Quarterly dividend of $0.25 per share, payable September 2, 2026, to holders of record as of August 19, 2026.
Lindblad Expeditions reported second-quarter 2026 tour revenues of $199.2 million, up 19% from a year earlier, and a net loss available to stockholders of $1.4 million, or $0.02 per diluted share, compared with a $9.7 million loss, or $0.18 per share, in the second quarter of 2025. Adjusted EBITDA rose 31% to $32.5 million, and the company reiterated full-year 2026 guidance of $830 million to $860 million in tour revenues and $130 million to $140 million in Adjusted EBITDA.
Q2 2026 tour revenues $199.2 million, up 19%; Lindblad segment occupancy rose to 91% from 86%
Net loss available to stockholders narrowed to $1.4 million from $9.7 million; diluted loss per share $0.02 versus $0.18
Adjusted EBITDA $32.5 million, up 31%; cash and restricted cash $364.9 million at June 30, 2026
2026 outlook: tour revenues $830 million to $860 million and Adjusted EBITDA $130 million to $140 million
Tyson Foods reported third-quarter results for the period ended June 27, 2026, with sales flat at $13,868 million and GAAP earnings per share of $0.52, up from $0.17 a year earlier. Adjusted EPS rose 9% to $0.99, and the company gave fiscal 2026 adjusted operating income guidance of $2.1 billion to $2.3 billion, which matters to shareholders because profit improved even though sales did not grow.
Sales of $13,868 million were flat versus $13,884 million a year earlier; sales rose 0.6% excluding a $98 million legal contingency accrual.
GAAP EPS was $0.52 versus $0.17; adjusted EPS was $0.99 versus $0.91.
Chicken adjusted operating income was $488 million versus $448 million, while Beef adjusted operating loss was $138 million versus $116 million.
For fiscal 2026 the company expects sales up 2.5% to 3.5%, adjusted operating income of $2.1 billion to $2.3 billion, and free cash flow of $1.3 billion to $1.7 billion.
Sally Beauty Holdings reported third-quarter fiscal 2026 results for the quarter ended June 30, 2026, with net sales up 0.2% to $935 million and consolidated comparable sales flat. GAAP diluted EPS rose 25% to $0.55, while adjusted diluted EPS rose 8% to $0.55, and the company narrowed its full-year outlook within its prior ranges. Shareholders are seeing modest top-line growth and higher per-share earnings, but the company's nine-month net earnings declined 2.5%.
Q3 net sales of $935 million, up 0.2%; consolidated comparable sales flat; global e-commerce sales up 11% to $110 million
Q3 GAAP diluted EPS of $0.55, up 25% from $0.44; adjusted diluted EPS of $0.55, up 8% from $0.51
Full-year fiscal 2026 adjusted diluted EPS narrowed to $2.04 to $2.08 from $2.02 to $2.10; net sales outlook narrowed to $3.725 billion to $3.733 billion from $3.725 billion to $3.750 billion
Q3 free cash flow of $62 million; repaid $20 million of term loan B and repurchased 1.9 million shares for $25 million
Krystal Biotech reported second quarter 2026 results on August 3, 2026. VYJUVEK net product revenue rose 24% from the prior year quarter to $119.2 million, and net income was $54.8 million, or $1.79 per diluted share, versus $38.3 million a year earlier. The company also gave full-year 2026 non-GAAP R&D and SG&A expense guidance of $175.0 million to $195.0 million.
Q2 2026 product revenue, net was $119.2 million, up from $96.0 million in Q2 2025
Q2 2026 net income was $54.8 million, or $1.79 per diluted share, versus $1.29 a year earlier
First-half 2026 product revenue was $235.6 million, up from $184.2 million; cash and investments totaled $1.1 billion at June 30, 2026
FY 2026 non-GAAP R&D and SG&A expense guidance is $175.0 million to $195.0 million, excluding stock-based compensation
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.