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).
Louisiana-Pacific reported second-quarter 2026 net sales of $664 million, down $90 million from a year earlier, and net income of $26 million, or $0.38 per diluted share, versus $54 million, or $0.77 per share, in the second quarter of 2025. The company reaffirmed its full-year 2026 siding guidance and expects siding sales to grow year over year in the third quarter, but lower OSB prices and volumes drove a sharp drop in earnings.
Net sales were $664 million, down $90 million from $755 million in Q2 2025.
Net income was $26 million ($0.38 per diluted share), compared with $54 million ($0.77 per share) a year earlier.
Adjusted EBITDA was $79 million, down $63 million; the company cited a $35 million impact from lower OSB prices.
Full-year 2026 Siding net sales guidance of $1.65-1.67 billion was reaffirmed; the company also declared a $0.30 quarterly dividend payable August 28, 2026.
Archrock reported second quarter 2026 revenue of $371.2 million, down from $383.2 million a year earlier, while GAAP net income rose to $66.7 million from $63.4 million. The company narrowed its full-year 2026 adjusted EBITDA guidance to $865 million to $885 million from $865 million to $915 million, citing near-term costs including lube oil and make-ready costs, and lower aftermarket services demand.
Q2 2026 revenue was $371.2 million versus $383.2 million in Q2 2025; aftermarket services revenue fell to $42.0 million from $64.8 million.
GAAP EPS was $0.38 versus $0.36 a year earlier, while adjusted EPS was $0.38 versus $0.39.
Full-year 2026 adjusted EBITDA guidance was lowered at the top end to $865 million to $885 million from $865 million to $915 million.
Quarterly dividend of $0.23 per share, about 10% higher than Q2 2025, is payable August 11, 2026 to holders of record on August 4, 2026.
Twin Vee PowerCats said its April 2026 reincorporation from Delaware to Nevada was invalid because it lacked sufficient stockholder approval, so it filed corrections to revoke the filings and remain a Delaware corporation. The company also amended its bylaws to lower the stockholder meeting quorum from a majority to at least one-third of voting shares, and filed a preliminary proxy seeking approval to ratify its 1-for-37 reverse stock split.
Reincorporation to Nevada announced April 10, 2026 was revoked via filings on August 4, 2026; the company says it remains a Delaware corporation.
Board approved a bylaw amendment on August 4, 2026 reducing the stockholder meeting quorum from a majority to at least 1/3 of outstanding voting shares.
A 1-for-37 reverse stock split, executed April 30, 2026 with Board approval only, is subject to stockholder ratification under Delaware law, per a preliminary proxy filed August 4, 2026.
Dorian LPG reported results for the quarter ended June 30, 2026, with revenues of $187.9 million, up 123.1% from $84.2 million a year earlier, and net income of $138.3 million, or $3.24 per diluted share, versus $10.1 million, or $0.24, in the prior-year quarter. The company also declared an irregular cash dividend of $1.00 per share, about $42.8 million in total, payable on or about August 12, 2026, which shareholders will receive if they were on record as of July 27, 2026.
Revenues of $187.9 million, up from $84.2 million, driven mainly by higher average TCE rates, which were $75,926 per available day versus $39,726
Net income of $138.3 million, or $3.24 per diluted share; adjusted EPS of $2.52 versus $0.27 a year earlier
A $30.1 million gain on the sale of the 2015-built VLGC Cobra contributed to results
Irregular dividend of $1.00 per share, about $42.8 million, payable on or about August 12, 2026 to holders of record as of July 27, 2026
NW Natural Holdings reported second-quarter 2026 earnings of $0.01 per share, compared with a loss of $0.06 per share a year earlier, and first-half EPS of $2.33 versus $2.11. The company now expects 2026 EPS in the upper half of its $2.95 to $3.15 guidance range and reaffirmed its 2026 to 2030 long-term targets, which matters to shareholders because it signals stronger-than-prior-year results and a higher expected full-year outcome.
Q2 2026 net income was $600 thousand, or $0.01 per share, versus a net loss of $2.5 million, or $0.06 per share, in Q2 2025
First-half 2026 EPS was $2.33, up from $2.11 a year earlier; 2026 EPS is expected in the upper half of the $2.95 to $3.15 range
Washington commission order on July 29, 2026 approved a $20.1 million first-year revenue increase, effective Aug. 1, 2026
Quarterly dividend of $0.4925 per share is payable Aug. 14, 2026 to holders of record on July 31, 2026
HF Sinclair agreed on August 2, 2026, to repurchase 2,375,000 shares of its common stock from REH Advisors Inc. at $89.41 per share, about $212 million in total, funded with cash on hand and expected to close on or around August 5, 2026. The company also raised its $1 billion share repurchase program by $15 million, effective July 31, 2026, leaving approximately $11 million of authorization remaining, which matters to shareholders because the purchase is a sizable use of cash and the shares will be held as treasury stock.
2,375,000 shares purchased from REH Advisors Inc. at $89.41 per share, about $212 million in total
Stock Purchase Agreement dated August 2, 2026; closing expected on or around August 5, 2026
This is the twenty-second privately negotiated transaction between the company and REH
Repurchase program increased by $15 million effective July 31, 2026; over $1 billion repurchased to date and about $11 million remaining
Par Pacific reported second quarter 2026 net income attributable to stockholders of $462.1 million, or $9.35 per diluted share, compared with $59.5 million, or $1.17 per diluted share, a year earlier. Revenues were $2,968.9 million, up from $1,893.4 million, and Adjusted EBITDA was $571.3 million, up from $137.8 million, with the Hawaii turnaround substantially complete.
Net income attributable to Par Pacific stockholders: $462.1 million, or $9.35 per diluted share, versus $59.5 million, or $1.17, in Q2 2025
Adjusted Net Income attributable to stockholders: $499.2 million, or $10.10 per diluted share; Adjusted EBITDA: $571.3 million
Refining segment operating income: $629.9 million, versus $81.3 million in Q2 2025
Completed $500 million Senior Unsecured Notes offering, reducing term debt by more than $130 million; cash balance was $185.0 million at June 30, 2026
Future FinTech Group agreed on July 29, 2026 to sell 30,000,000 common shares at $1.00 each, raising $30,000,000 gross, and issued the shares on July 30, 2026 in a private placement without underwriters. The company's controlling shareholder's entity, Wealth Index Capital Limited, bought 10,000,000 shares and would hold about 32.9% of the outstanding common stock after the offering, and the shares are restricted and carry no registration rights, which matters to shareholders because of the added share count and concentrated ownership.
30,000,000 shares sold at $1.00 per share, for $30,000,000 in gross proceeds
Shares issued July 30, 2026; 32,080,831 common shares outstanding immediately afterward
Wealth Index Capital Limited, controlled by Shanchun Huang, bought 10,000,000 shares and would own about 32.9%, up from about 27.0%
Registration rights agreement was waived effective August 4, 2026; the shares remain restricted securities
Baxter International said its Interim Chief Financial Officer and Chief Accounting Officer and Controller, Anita Zielinski, will resign effective September 15, 2026, to join another company. The company said her decision was not due to any disagreement over operations, policies, practices, financial disclosures or accounting matters.
Anita Zielinski notified Baxter of her resignation on July 31, 2026.
Her resignation takes effect September 15, 2026.
She held the roles of Interim Chief Financial Officer and Senior Vice President, Chief Accounting Officer and Controller.
The filing states the departure was not related to any disagreement with management or the board.
Talos Energy reported second quarter 2026 net income of $149.7 million, or $0.88 per diluted share, on total revenues of $664.8 million, and production that exceeded its guidance ranges. The company raised its full-year 2026 production guidance to 87 to 91 MBoe/d, excluding the pending Gulf of America bolt-on acquisition, which it expects to close in the third quarter of 2026. The filing does not include prior-year comparisons, and it raised its full-year G&A guidance to $135 million to $145 million.
Net income $149.7 million, or $0.88 per diluted share; adjusted net income $97.8 million, or $0.57 per diluted share
Full-year 2026 production guidance raised to 87 to 91 MBoe/d from 85 to 90 MBoe/d
Adjusted EBITDA $402.4 million; cash $577.6 million; net debt to LTM adjusted EBITDA of 0.5x as of June 30, 2026
Board authorized share repurchase authorization back up to $200 million; conference call on August 5, 2026 at 10:00 AM Eastern Time
Hecla reported second quarter 2026 revenue of $334 million, down 19% from the prior quarter on lower realized silver and gold prices, and income from continuing operations of $118 million, or $0.18 per share, versus $165 million in the first quarter. The company redeemed its remaining $263 million of 7.25% Senior Notes, ended the quarter with $483 million in cash and no debt other than financial leases, cut its 2026 Keno Hill silver production guidance, and declared a $0.00375 per share common dividend.
Revenue $334 million, down 19% from $411 million in Q1 2026; Adjusted EBITDA $199 million, up from $93 million in Q2 2025
Income from continuing operations $118 million, or $0.18 per share, versus $165 million, or $0.25 per share, in Q1 2026
2026 silver production guidance set at 15.1-16.1 million ounces, down from 15.1-16.5 million; Keno Hill cut to 2.2-2.6 million ounces from 2.9-3.2 million
Common dividend of $0.00375 per share: record date August 26, 2026, payable on or about September 10, 2026
PAMT Corp reported a second-quarter 2026 net loss of $7.4 million, or $0.36 per diluted share, compared with a $9.6 million loss, or $0.46 per share, a year earlier, while operating revenue rose 8.9% to $164.7 million. The results include a one-time $3.1 million accrual for auto liability claims that the company said may exceed insurance limits. The board also elected Daniel C. Kleine, the company's Senior Vice President of Finance and Treasurer, as Chief Financial Officer effective July 30, 2026.
Q2 2026 operating revenue of $164.7 million, up from $151.1 million in Q2 2025
Net loss of $7.4 million ($0.36 per diluted share) vs. $9.6 million ($0.46) a year earlier
One-time $3.1 million auto liability accrual reduced net income by $2.3 million, or $0.11 per diluted share
Daniel C. Kleine elected CFO effective July 30, 2026; base salary rises to $300,000 and he received RSUs for 20,000 shares
Intrepid Potash reported second-quarter 2026 results with net income from continuing operations of $2.4 million, up from $1.4 million a year earlier, while sales from continuing operations slipped to $66.7 million from $67.5 million. The company raised its full-year 2026 potash and Trio production guidance, lowered capital expenditure guidance to about $40 million, and expanded its share repurchase authorization to $50 million, though results include a $5.0 million water rights loss contingency.
Net income from continuing operations was $2.4 million, or $0.18 per diluted share, versus $1.4 million, or $0.10, in Q2 2025.
Sales from continuing operations were $66.7 million versus $67.5 million; gross margin rose to $16.6 million from $12.4 million.
Full-year 2026 potash production guidance was raised to 290-300 thousand tons from 270-285 thousand, and Trio guidance to 295-305 thousand tons from 285-300 thousand.
The share repurchase authorization was expanded to $50 million, and 2026 capital expenditure guidance was lowered to approximately $40 million from $40-$50 million.
Martin Marietta announced on August 4, 2026 that it promoted Michael J. Petro to Executive Vice President and Chief Financial Officer. The filing sets out his new pay and severance terms, including a $750,000 base salary and a one-time restricted stock unit grant with a grant date value of $5,000,000.
Base salary of $750,000, with a target annual incentive of 100% of base salary
Target long-term incentive award of 260% of base salary
One-time restricted stock unit grant with a grant date value of $5,000,000, vesting ratably on the sixth, seventh and eighth anniversaries of the grant date
Severance of three times the sum of base salary and target bonus on termination without cause or for good reason, plus up to three years of medical and dental benefits
Kadant reported second-quarter 2026 revenue of $312.9 million, up 23% from a year earlier, and GAAP diluted EPS of $2.75, up 24%. Acquisitions contributed 13 percentage points of the revenue growth, while organic revenue rose 8%. The company raised its 2026 revenue outlook to $1.190 to $1.210 billion but lowered its GAAP EPS outlook to $9.78 to $10.03.
Revenue $312.9 million, up 23%; organic revenue up 8%, with acquisitions adding 13 points
Gross margin 43.8%, down 210 basis points from 45.9%; net income $32.5 million, up 24%
2026 guidance: revenue $1.190 to $1.210 billion (prior $1.178 to $1.203 billion); GAAP EPS $9.78 to $10.03 (prior $9.80 to $10.15)
Bookings $312.1 million, up 16%, but organic bookings fell 1%; webcast on August 5, 2026 at 11:00 a.m. ET
Mattel reported second quarter 2026 net sales of $1,125 million, up 10% as reported, but swung to a net loss of $18 million from net income of $53 million a year earlier. Reported operating income fell $68 million to $11 million, and the company reiterated its full year 2026 guidance and its $400 million share repurchase target, which matters to shareholders because profit weakened sharply even as sales grew.
Net sales were $1,125 million, up 10% as reported and 9% in constant currency; reported gross margin fell to 48.2% from 50.9%.
Loss per share was $0.06 compared with earnings per share of $0.16; adjusted EPS was $0.01 versus $0.21.
Company reiterated FY2026 guidance, including adjusted EPS of $1.27 to $1.39, and reaffirmed $400 million in 2026 share repurchases.
Mattel repurchased $100 million of shares in the quarter, bringing the year-to-date total to $300 million.
Greenlight Capital Re reported a second-quarter 2026 net loss of $29.6 million, or $0.89 per diluted share, versus net income of $0.3 million a year earlier, with the combined ratio rising to 100.1% from 95.0% on catastrophe losses. The company also agreed to repurchase shares from a trust affiliated with Chairman David Einhorn so that his ownership percentage stays roughly constant, a deal that tracks the company's ongoing buybacks.
Q2 2026 net loss of $29.6 million ($0.89 per diluted share) vs. net income of $0.3 million ($0.01 per share) in Q2 2025
Combined ratio of 100.1% vs. 95.0%, driven by CAT losses; total investment loss of $23.8 million
Fully diluted book value per share fell 3.7% to $20.61 from $21.40 at March 31, 2026
Repurchase agreement with the David M. Einhorn 2021-07 Family Trust covers 33% of shares bought in the open market from August 7 to October 26, 2026, with closing expected around October 30, 2026
Primoris Services reported a second-quarter 2026 net loss of $24.2 million, or $0.45 per diluted share, compared with net income of $84.3 million a year earlier, as revenue fell 10.7% to $1,688.2 million, mainly from lower renewables work in its Energy segment. The company maintained its full-year 2026 outlook and declared an $0.08 per share dividend, but the filing says first-half results fell short of management's expectations.
Q2 2026 revenue was $1,688.2 million, down 10.7% from the prior-year quarter, driven by lower Energy segment revenue.
Net loss was $24.2 million ($0.45 per diluted share) versus net income of $84.3 million in Q2 2025; adjusted EBITDA was $11.4 million versus $154.6 million.
Energy segment gross loss was 0.3% of segment revenue, tied to cost overruns on six renewable energy projects.
Full-year 2026 guidance was maintained, including net income of $71.0 million to $101.0 million; a $0.08 per share dividend is payable October 15, 2026 to holders of record on September 30, 2026.
Matthews International said CEO Joseph C. Bartolacci will retire as president and CEO and resign from the board. He will stay in both roles until a successor is appointed and starts, and will support the transition at least through January 1, 2027. The company said the decision is not the result of any dispute with the company, and the board has started a succession process.
Bartolacci informed the company of his decision on July 29, 2026; he has served as CEO since 2006 and with the company for nearly three decades.
He remains CEO and a board member until his successor starts, and will support the transition at least through January 1, 2027.
He will receive his prorated annual salary through January 1, 2027, and a prorated FY 2027 bonus at target level, subject to continued service through the retirement date.
The filing says the retirement is not the result of any dispute or disagreement with the company.
On August 2, 2026, Integer Holdings agreed to be acquired by Armstrong Parent, Inc. and Armstrong Bidco, Inc., which are affiliates of investment funds managed by KKR. Under the merger agreement, each common share would convert into the right to receive $127 in cash, and Integer would survive as a wholly owned subsidiary of Parent. Shareholders would receive cash in place of their shares, and the deal depends on shareholder approval, antitrust clearance and other conditions.
Merger consideration of $127 in cash per common share, without interest, agreed on August 2, 2026
Closing requires approval by holders of a majority of outstanding common shares, plus Hart-Scott-Rodino and other antitrust clearances; the merger is not subject to a financing condition
Either party may terminate if the merger is not completed by May 2, 2027 (the Outside Date)
An equity commitment letter from KKR Core II Holding Company LLC and debt commitments from lenders are described as financing for the deal
Everus Construction Group reported second quarter 2026 revenue of $1.23 billion, up 33.7%, and net income of $83.9 million, up 58.9%, with diluted EPS of $1.64 versus $1.03 a year earlier. The company raised its full-year 2026 revenue guidance to $4.5 billion to $4.7 billion and EBITDA guidance to $410 million to $425 million, citing first-half results and the SE&M acquisition.
Q2 2026 net income was $83.9 million, up 58.9%, and diluted EPS was $1.64, compared with $1.03 in Q2 2025.
Full-year 2026 revenue guidance was raised to $4.5 billion to $4.7 billion, from $4.3 billion to $4.4 billion.
Full-year 2026 EBITDA guidance was raised to $410 million to $425 million, from $345 million to $360 million.
Backlog reached $4.55 billion as of June 30, 2026, up 41.0% from Dec. 31, 2025; the company also announced a definitive agreement to acquire Epsilon Industries on July 31.
Dave & Buster's CEO Tarun Lal retired effective August 3, 2026, to spend more time with his family in India. The Board appointed Chief Financial Officer Darin Harper as CEO and a board member on the same date, and Cory Hatton was named interim CFO while the company searches for a permanent CFO. The change puts a new CEO in charge and leaves the finance chief role temporarily filled.
Tarun Lal retired as CEO effective August 3, 2026, and will serve as an advisor through January 31, 2028, or an earlier date agreed with the company.
Darin Harper's employment terms include a $650,000 annual base salary, a target bonus of 100% of salary, and a one-time equity grant with a total value of $6,500,000.
Lal will receive a consulting fee of $85,833.33 per month during the consulting period.
Cory Hatton, Head of Entertainment Finance, Investor Relations & Treasurer, is interim CFO; Kevin Sheehan became Lead Independent Director and James P. Chambers became Chair of the Board, effective August 4, 2026.
Assurant reported record second-quarter 2026 results, with GAAP net income up 27% to $298.6 million and GAAP diluted earnings per share up 30% to $5.95. The company raised its full-year 2026 outlook, now expecting mid-single-digit growth in Adjusted EBITDA and Adjusted earnings per share, both excluding reportable catastrophes, and expects share repurchases toward the upper end of its $300 million to $350 million range.
GAAP net income was $298.6 million in Q2 2026, up from $235.3 million a year earlier; GAAP diluted EPS was $5.95, up from $4.56.
Adjusted earnings per diluted share, excluding reportable catastrophes, rose 19% to $6.60 from $5.56.
2026 outlook: Adjusted EBITDA and Adjusted EPS, excluding reportable catastrophes, now expected to grow mid single digits; Global Lifestyle Adjusted EBITDA now expected to rise low double digits.
Holding company liquidity was $911 million at June 30, 2026, and $544 million remains under the current repurchase authorization.
Mayville Engineering reported second-quarter 2026 net sales of $163.0 million, up 23.2% from a year earlier, but a net loss of $2.1 million, or $0.09 per diluted share, compared with a $1.1 million loss a year earlier. The company raised its full-year 2026 net sales guidance by about 5%, while adjusted EBITDA fell to $13.2 million from $13.7 million as project launch costs and acquisition-related expenses weighed on results.
Net sales were $163.0 million, up 23.2%; organic net sales rose 9.2%.
Net loss was $2.1 million, or $0.09 per diluted share, versus a $1.1 million loss ($0.05 per share) a year earlier.
Adjusted EBITDA was $13.2 million (8.1% of net sales), down from $13.7 million (10.3%).
Full-year 2026 net sales guidance was raised to a $620 million to $650 million range, with a $635 million midpoint; the company also completed a stock offering with about $94 million in net proceeds.
Latham Group reported second-quarter 2026 net sales of $197.5 million, up 14.4%, but net income fell to $12.8 million, or $0.11 per diluted share, from $16.0 million, or $0.13, a year earlier. The company raised its full-year 2026 net sales and adjusted EBITDA guidance, while cutting its capital expenditure range, so shareholders get stronger top-line expectations alongside lower reported profit this quarter.
Q2 net sales rose 14.4% to $197.5 million, with 10.3% organic growth.
Q2 net income was $12.8 million ($0.11 per diluted share) versus $16.0 million ($0.13) a year earlier; the company cited a $5.0 million unfavorable currency change.
Q2 adjusted EBITDA rose 11.9% to $44.6 million, with margin at 22.6%; gross margin fell 160 basis points to 35.5%.
FY 2026 net sales guidance rose to $600-620 million from $580-610 million; adjusted EBITDA guidance rose to $110-120 million from $105-120 million.
Mosaic reported a second-quarter 2026 net loss of $273 million, or $0.86 per diluted share, compared with net income of $411 million a year earlier, on net sales of $2.8 billion versus $3.0 billion. Adjusted EBITDA fell to $407 million from $566 million, and the company cut its 2026 capital expenditure outlook to $1.2 billion, which may matter to shareholders watching cash use.
Net loss of $273 million, or $0.86 per diluted share, versus net income of $411 million in Q2 2025
Adjusted EBITDA of $407 million, down from $566 million; adjusted EPS was $0.13
2026 capital expenditure outlook reduced to $1.2 billion from $1.25 billion
Phosphate operating loss of $104 million and Mosaic Fertilizantes operating loss of $41 million
IFF reported second-quarter 2026 results on a continuing operations basis, with net sales of $1.95 billion, up 2% from a year earlier, and adjusted operating EBITDA of $408 million. Reported diluted EPS was $0.13, down from $2.14 in the prior-year period, which included a $488 million gain on debt extinguishment. IFF also set full-year 2026 guidance for continuing operations and announced a $2.5 billion share repurchase authorization alongside the planned sale of its Food Ingredients business to CVC Capital Partners for about $3.8 billion in net cash proceeds.
Q2 comparable currency neutral sales rose 6%, and comparable currency neutral adjusted operating EBITDA rose 6%, per the filing.
Full-year 2026 continuing operations guidance: sales of $7.4 billion to $7.6 billion and adjusted operating EBITDA of $1.53 billion to $1.60 billion.
Food Ingredients sale to CVC Capital Partners is expected to close by the end of the second quarter of 2027; IFF plans to use proceeds to reduce debt by over $1 billion.
Repurchase authorization of $2.5 billion includes a $500 million accelerated share repurchase planned for the second half of 2026.
Freshworks reported second-quarter 2026 revenue of $237.4 million, up 16% from a year earlier, and GAAP net income of $3.2 million, compared with a net loss of $1.7 million in the second quarter of 2025. The company also said it raised its full-year 2026 estimates, which now call for revenue of $963.5 million to $966.5 million and non-GAAP net income per share of $0.66 to $0.68. Non-GAAP diluted EPS was $0.17, down from $0.18 a year earlier.
Q2 2026 revenue $237.4 million, up 16% year over year (15% in constant currency)
GAAP net income $3.2 million, or $0.01 per diluted share, versus a $(0.01) loss per share in Q2 2025
Q3 2026 revenue guidance $244.5 million to $245.5 million; full-year 2026 revenue guidance $963.5 million to $966.5 million
Restructuring charges of $7.0 million recognized in Q2 2026 under a plan announced in May 2026; the plan is substantially complete as of June 30, 2026
USANA Health Sciences reported second-quarter 2026 net sales of $223 million, down from $236 million a year earlier, and a net loss attributable to the company of $21.4 million, compared with net earnings of $9.7 million. The loss includes an estimated preliminary non-cash impairment charge of $29.1 million tied to Hiya, and the company lowered its fiscal 2026 outlook, now projecting a full-year net loss of $11 million versus its prior expectation of net earnings of $20 million to $27 million.
Q2 2026 diluted EPS was $(1.16) versus $0.52; adjusted diluted EPS was $(0.07) versus $0.74.
Hiya net sales were $28 million, down 17% year over year, and Rise Wellness net sales were $3 million, up 40%.
Fiscal 2026 guidance: consolidated net sales of $910 million (previously $925 million to $1.0 billion) and adjusted EBITDA of $87 million (previously $101 million to $109 million).
The company ended the quarter with $169 million in cash and zero debt and reported $20 million in free cash flow.
Celanese reported second quarter 2026 net sales of $2.8 billion, up 18 percent sequentially, and adjusted earnings per share of $2.45, compared with $1.43 a year earlier. Its U.S. GAAP diluted EPS from continuing operations fell to $1.15 from $1.89 a year earlier, and management expects third quarter adjusted EPS of about $1.35 to $1.75, moderating from the second quarter.
Net sales $2.752 billion in Q2 2026 vs. $2.337 billion in Q1 2026 and $2.532 billion in Q2 2025
Adjusted EPS $2.45 vs. $0.85 in Q1 2026 and $1.43 in Q2 2025; management called it the highest in nearly three years
Q3 2026 adjusted EPS expected at approximately $1.35 to $1.75; full-year 2026 adjusted EPS of approximately $6.00 and free cash flow of $700 to $800 million reaffirmed
Q2 free cash flow was $140 million, down from $311 million in Q2 2025
Alphatec reported second-quarter 2026 revenue of $214 million, up 15% year-over-year, and a GAAP net loss of $26 million, narrower than $41 million a year earlier. The company raised its full-year 2026 adjusted EBITDA guidance to approximately $140 million from approximately $134 million and kept its revenue outlook of approximately $882 million.
Q2 2026 total revenue of $214 million, up 15% year-over-year; surgical revenue of $196 million, up 17%
GAAP net loss of $26 million in Q2 2026 versus $41 million in Q2 2025; non-GAAP net income of $11 million
Adjusted EBITDA of $36 million, or 16.8% margin, versus $23 million in Q2 2025
2026 adjusted EBITDA guidance raised to approximately $140 million from $134 million; revenue outlook of approximately $882 million reaffirmed
Healthpeak reported second quarter 2026 results on August 4, 2026, with total revenues of $771.6 million, up from $694.3 million a year earlier, and diluted earnings of $0.08 per share, up from $0.05. The company raised its full-year 2026 diluted earnings and diluted FFO as Adjusted guidance by $0.02 per share at the midpoint, and its quarterly FFO as Adjusted per share was flat at $0.46.
Q2 2026 diluted EPS was $0.08 versus $0.05 a year earlier; diluted FFO as Adjusted per share was $0.46, unchanged from the prior year.
2026 diluted EPS guidance is $0.48 to $0.52, up from $0.46 to $0.50; diluted FFO as Adjusted guidance is $1.73 to $1.77, up from $1.71 to $1.75.
The Brookfield joint venture closed in July 2026 with proceeds of approximately $1.025 billion for a 49% interest in an 86-property outpatient medical portfolio.
The board authorized a new $500 million share repurchase program and declared a third-quarter dividend totaling $0.305 per share.
Community Healthcare Trust reported second-quarter 2026 net income of $2.4 million, or $0.06 per diluted share, compared with a net loss of $12.6 million a year earlier. Its board also cut the quarterly common dividend by 31% to $0.33 per share, which the company says lowers its AFFO payout ratio to about 60% and frees capital to fund growth, a change that reduces income for dividend-focused shareholders.
Q2 2026 net income was $2.4 million, or $0.06 per diluted share, versus a net loss of $12.6 million, or $0.50 per share, in Q2 2025.
Quarterly dividend set at $0.33 per share, a 31% reduction from the prior payment; record date August 19, 2026, payable August 31, 2026.
AFFO was $0.56 per diluted share versus $0.50 a year earlier; FFO was $0.48 versus $0.23.
Four properties under purchase agreements total about $99.0 million, with expected returns of 9.1% to 9.75%; the company cannot assure timing or whether they will close.
Callaway Golf reported second quarter 2026 net sales of $612.2 million, up 2.0% from a year earlier, and GAAP net income from continuing operations of $75.8 million, up 66.6%. The company raised its full-year 2026 Adjusted EBITDA outlook to $246 million to $260 million, from $211 million to $233 million previously, and its net sales outlook to $2.045 billion to $2.070 billion. The company also repaid $258 million of convertible notes and $163 million of term loan B debt during the quarter.
Net sales of $612.2 million rose 2.0%, with Golf Equipment up 4.5% and Apparel, Gear and Other down 3.6%.
GAAP diluted earnings per share from continuing operations were $0.40, versus $0.24 a year earlier.
GAAP gross margin rose about 620 basis points to 50.1%.
Full-year 2026 Adjusted EBITDA outlook raised to $246 million to $260 million; the company has $120 million of repurchase authority remaining.
ONE Gas reported second-quarter 2026 adjusted net income of $52.1 million, or $0.82 per diluted share, up from $32.7 million, or $0.54, a year earlier, and raised its 2026 adjusted earnings expectations to the upper half of its previously issued ranges. The board also declared a quarterly dividend of $0.68 per share, which is higher than the $0.67 declared in the second quarter of 2025, for shareholders of record on August 17, 2026.
Q2 2026 GAAP net income was $46.8 million, or $0.74 per diluted share, versus $32.0 million, or $0.53, in Q2 2025.
2026 adjusted net income guidance was moved to the upper half of the $306 million to $314 million range, and adjusted EPS guidance to the upper half of $4.83 to $4.95.
Dividend of $0.68 per share is payable August 31, 2026, to shareholders of record at the close of business on August 17, 2026.
Management cited new rates and customer growth in Oklahoma and Texas; weather was 42 percent warmer than normal in the quarter.
Kratos Defense & Security Solutions reported second quarter 2026 revenue of $458.8 million, up from $351.5 million a year earlier, and raised its full-year 2026 revenue guidance to $1.750 billion to $1.810 billion. The company posted an operating loss of $1.6 million for the quarter, compared with operating income of $3.7 million a year earlier, while GAAP net income rose to $4.4 million, helped by interest income, and GAAP EPS was $0.02 in both periods.
Q2 2026 revenue of $458.8 million, up 30.5% from $351.5 million; organic growth of 19.1%
Operating loss of $1.6 million versus operating income of $3.7 million in Q2 2025; net income of $4.4 million versus $2.9 million
Adjusted EPS of $0.21 versus $0.11 a year earlier; Adjusted EBITDA of $38.2 million
Q3 2026 revenue guidance of $460 million to $480 million and operating income guidance of $1 million to $4 million; Q2 operating cash flow use of $11.0 million
Suja Life reported second-quarter 2026 net sales of $83.9 million, up 11.6%, and Adjusted EBITDA of $14.6 million, up 50.0%. The net loss widened to $27.8 million, which includes $25.1 million of one-time IPO-related transaction costs, and the company updated its fiscal 2026 outlook, citing near-term softness in the grocery channel.
Q2 net sales rose 11.6% to $83.9 million from $75.2 million; gross profit margin was 46.7% versus 47.4%.
Net loss was $27.8 million versus $5.7 million a year earlier, including $25.1 million of IPO-related transaction costs and a $2.3 million loss on debt extinguishment.
FY2026 outlook: net sales of $360 million to $369 million and Adjusted EBITDA of $70 million to $72 million; the company said the Adjusted EBITDA range is consistent with prior expectations.
As of June 29, 2026, cash was $20.6 million and total debt was $163.0 million, versus $303.9 million at December 29, 2025; the company is pursuing a refinancing that it says would not add leverage.
Acadia Pharmaceuticals reported second-quarter 2026 GAAP total revenues of $308 million, up 16% from a year earlier, and net income of $32 million, or $0.18 per diluted share, compared with $27 million, or $0.16, in the same quarter of 2025. The company raised its full-year 2026 total revenue guidance to $1.24 billion to $1.30 billion, and both revenue and profit improved for shareholders in the period.
Q2 2026 GAAP total revenues were $308 million, up 16% from $265 million; DAYBUE net product sales rose 30% to $125 million.
Full-year 2026 total revenue guidance was raised to $1.24 billion to $1.30 billion, from $1.22 billion to $1.28 billion.
Full-year 2026 R&D expense guidance was lowered to $355 million to $380 million, from $385 million to $410 million.
Cash, cash equivalents and investment securities totaled $956 million at June 30, 2026, up from $820 million at December 31, 2025.
AMD reported second-quarter 2026 results on August 4, 2026, with revenue of $11.5 billion, up 50% from a year earlier, and GAAP diluted earnings per share of $1.38, compared with $0.54 a year earlier. The company expects third-quarter 2026 revenue of about $13 billion, plus or minus $300 million, which the filing says implies year-over-year growth of about 41% at the midpoint.
Q2 2026 revenue $11.5 billion, up 50% year-over-year; GAAP net income $2.3 billion versus $872 million a year earlier
Non-GAAP diluted EPS $1.66 versus $0.48 in Q2 2025; Q2 2025 included $800 million in export-control related inventory charges
Data Center segment revenue $6.7 billion, up 107% year-over-year; Gaming revenue $779 million, down 31%
Q3 2026 outlook: revenue about $13 billion (plus or minus $300 million) and non-GAAP gross margin about 56%
Accel Entertainment reported second-quarter 2026 revenue of $368 million, up 10% from a year earlier, and net income of $13 million, up 72%. Adjusted EBITDA rose 11% to $59 million, and the filing says CEO Andy Rubenstein is preparing to move to Chairman.
Q2 2026 net income was $13 million, including a $5 million loss on the change in fair value of contingent earnout shares and a $2.5 million loss on the sale of fixed assets
Free cash flow was $10 million in Q2 2026, after a $17 million tax credit purchase that the company says produced a net $1 million tax savings
Company repurchased about 500,000 Class A-1 shares for $5.6 million in Q2 2026, and ended the quarter with $255 million in cash and $318 million in net debt
CEO Andy Rubenstein is preparing to transition from Chief Executive Officer to Chairman; the release does not name a successor
Tigo Energy reported second-quarter 2026 revenue of $25.4 million, up 5.6% from a year earlier but below its own guidance, and GAAP net income of $2.2 million that included a $3.2 million discrete tax benefit. The company updated its full-year 2026 revenue outlook to $100 million to $110 million, citing a delayed U.S. inverter launch, slower GO Battery ramp, and a more gradual European recovery, which affects shareholders' expectations for the year.
Q2 revenue was $25.4 million versus $24.1 million; gross margin fell to 39.3% from 44.7%
GAAP net income was $2.2 million versus a net loss of $4.4 million; adjusted EBITDA was $52 thousand versus $1.1 million
Full-year 2026 revenue outlook is $100 million to $110 million; Q3 revenue guidance is $24 million to $26 million
Cash was $16.9 million at June 30, 2026, and inventory fell to $20.6 million from $31.3 million at year-end 2025
On July 31, 2026, Bio-Rad started a restructuring plan that removes certain positions, consolidates functions and closes various facilities, with pre-tax charges estimated at $80 million to $90 million. The same day, it reported second-quarter 2026 net sales of $651.0 million, essentially flat year over year, and reaffirmed its full-year 2026 outlook. GAAP net income rose to $371.4 million mainly because of a gain on its Sartorius AG investment, while non-GAAP net income was $70.2 million, slightly below the prior year.
Restructuring plan initiated July 31, 2026; estimated pre-tax charges of $80 million to $90 million, mostly termination benefits; expected to be substantially complete by the end of fiscal 2027.
Q2 2026 net sales $651.0 million vs. $651.6 million in Q2 2025; currency-neutral sales down 1.9 percent.
GAAP diluted EPS $13.85 vs. $11.67, driven by a change in the fair market value of the Sartorius AG investment; non-GAAP diluted EPS $2.62 vs. $2.61.
Full-year 2026 outlook reaffirmed: non-GAAP currency-neutral revenue decline of about 3.0 percent to growth of about 0.5 percent; non-GAAP operating margin of about 10.0 to 12.0 percent.
Palomar Holdings reported second quarter 2026 net income of $52.6 million, or $1.94 per diluted share, up from $46.5 million, or $1.68, a year earlier, on gross written premiums up 27.0% to $630.5 million. Its loss ratio rose to 34.5% from 25.7%, and its combined ratio rose to 83.3% from 78.8%. The board also declared an initial quarterly cash dividend of $0.45 per share, and the company expects full-year 2026 adjusted net income of $270 million to $280 million.
Net income $52.6 million, or $1.94 per diluted share, versus $46.5 million, or $1.68, in Q2 2025
Gross written premiums rose 27.0% to $630.5 million; loss ratio was 34.5% versus 25.7%
Adjusted net income $63.8 million, or $2.36 per diluted share, versus $48.5 million, or $1.76
Full-year 2026 adjusted net income outlook of $270 million to $280 million; initial $0.45 dividend payable September 2, 2026 to holders of record August 19, 2026
Amprius reported second quarter 2026 revenue of $34.0 million, up 126% from $15.1 million a year earlier, and a net loss attributable to common stockholders of $5.1 million. The loss included a $1.9 million non-cash charge from a warrant exchange, compared with a $6.4 million loss in the prior-year quarter. The company raised its full-year 2026 revenue outlook to at least $140.0 million and its gross margin outlook to at least 28%, which signals higher expected sales and profitability for shareholders.
Q2 2026 revenue was $34.0 million, up from $15.1 million in Q2 2025; GAAP gross margin was 27%, up from 9%
Net loss attributable to common stockholders was $5.1 million, including a $1.9 million non-cash warrant modification charge; excluding it, the loss was $3.2 million
2026 revenue outlook raised to at least $140.0 million from at least $130.0 million; gross margin outlook raised to at least 28% from at least 25%
Net loss outlook for 2026 is less than $10.0 million, and Adjusted EBITDA is expected to be at least $4.0 million; a conference call is set for August 5, 2026
Allegiant reported second-quarter 2026 revenue of $943.5 million, up 36.9% year over year, with Sun Country included from its May 13, 2026 closing. The company posted a GAAP net loss of $4.9 million, or $(0.21) per share, after $66.0 million in airline special charges, though adjusted diluted EPS rose to $2.19 and it introduced full-year adjusted EPS guidance above $6.00 alongside a third-quarter adjusted loss guidance of ($1.00) to ($0.00).
Total operating revenue of $943.5 million, up 36.9% from $689.4 million a year earlier
GAAP net loss of $4.9 million, or $(0.21) per share, compared with a net loss of $65.2 million, or $(3.62) per share, in second quarter 2025
Adjusted diluted EPS of $2.19, up 78.0%; airline special charges of $66.0 million in the quarter
Full-year 2026 adjusted EPS guidance of more than $6.00; third-quarter adjusted EPS guidance of ($1.00) to ($0.00)
Toast reported second-quarter 2026 results, with total revenue of $1.9 billion, up from $1.55 billion a year earlier, and net income of $154 million, up from $80 million. The company raised its full-year 2026 outlook for non-GAAP subscription services and financial technology solutions gross profit growth and for adjusted EBITDA, although operating cash flow fell to $144 million from $223 million.
Total revenue was $1.9 billion in Q2 2026 versus $1.55 billion in Q2 2025; diluted EPS was $0.26 versus $0.13.
Q2 adjusted EBITDA was $221 million, including a one-time benefit of about $10 million from tariff refunds.
Full-year 2026 adjusted EBITDA outlook raised to $805 million to $825 million from $790 million to $810 million.
Q2 operating cash flow was $144 million versus $223 million a year earlier; Q3 adjusted EBITDA is expected at $210 million to $220 million.
Douglas Emmett reported second quarter 2026 revenue of $256.5 million, up from $252.4 million a year earlier, and a smaller net loss attributable to common stockholders of $2.7 million, or $(0.02) per share. The company lowered its 2026 office occupancy guidance to 75% to 77% after including Studio Plaza, and said higher market interest rates are expected to more than offset improved operating income, with 2026 FFO per fully diluted share guided to $1.39 to $1.43.
Total revenues were $256.5 million, compared with $252.4 million in Q2 2025.
Net loss attributable to common stockholders was $2.7 million, or $(0.02) per share, versus $5.8 million, or $(0.04) per share, a year earlier.
FFO per fully diluted share was $0.37, unchanged from Q2 2025; AFFO was $55.9 million versus $54.5 million.
For 2026, office occupancy guidance was lowered to 75% to 77%, and net loss per diluted share is now expected between $(0.20) and $(0.16).
Devon Energy reported second-quarter 2026 net earnings of $1.9 billion, or $2.03 per diluted share, up from $917 million, or $1.41 per diluted share, in the second quarter of 2025, after closing its merger with Coterra Energy on May 7. The company kept its full-year 2026 guidance unchanged and raised its quarterly dividend 33% to $0.32 per share, though the quarter also included $174 million of after-tax restructuring costs.
Net earnings of $1.9 billion, or $2.03 per diluted share, versus $917 million, or $1.41 per diluted share, in Q2 2025
Core earnings of $1.5 billion, or $1.57 per diluted share; total revenues of $7.4 billion versus $4.3 billion a year earlier
Third-quarter 2026 production guidance of 1,660,000 to 1,690,000 Boe per day; full-year 2026 guidance unchanged from June
Quarterly dividend raised 33% to $0.32 per share, payable Sep. 30, 2026 to holders of record on Sep. 15, 2026
Alight reported second-quarter 2026 revenue of $511 million, down 3.2% from $528 million a year earlier, and adjusted EBITDA of $92 million, down from $127 million. The company also gave lower third-quarter and full-year ranges, and its Compensation Committee lowered the stock price hurdles on March 2026 performance awards for CEO Rohit Verma and other executives while granting new awards.
Q2 2026 revenue $511 million vs. $528 million; net loss $10 million vs. $1,073 million a year earlier, which included a $983 million goodwill impairment
Q2 adjusted diluted EPS $0.91 vs. $2.09; adjusted EBITDA margin 18.0% vs. 24.1%
Q3 2026 outlook: revenue $469 million to $479 million; adjusted EBITDA $55 million to $61 million
Effective August 3, 2026, lowered price hurdles on March 25, 2026 RSUs; CEO Rohit Verma received 80,000 new performance RSUs
RB Global reported second-quarter 2026 results, with total revenue up 11% year over year to $1.3 billion and net income up 31% to $143.6 million. The company raised its full-year GTV growth outlook to 9% to 11% from 6% to 9%, and also raised its quarterly dividend to $0.33 per share from $0.31.
Total revenue rose 11% year over year to $1.3 billion; net income rose 31% to $143.6 million.
Diluted adjusted EPS rose 6% to $1.13, while the service revenue take rate fell 110 basis points to 20.0%.
Full-year 2026 GTV growth outlook raised to 9% to 11% from 6% to 9%; adjusted EBITDA outlook of $1,495 million to $1,545 million compared with a prior $1,485 million to $1,545 million.
Quarterly dividend of $0.33 per share is payable September 17, 2026, to shareholders of record on August 25, 2026.
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.