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.
Gran Tierra Energy reported second quarter 2026 net income of $25 million, or $0.70 per share, compared with a net loss of $119 million in the first quarter and a $13 million loss a year earlier. Adjusted EBITDA was $85 million, and production fell 9% from the prior quarter to 41,501 boe per day, partly due to asset sales, so the improved profit rests on higher oil prices.
Net income of $25 million ($0.70 per share) versus a net loss of $119 million in Q1 2026 and a $13 million loss in Q2 2025
Sales of $187 million, up 25% from Q2 2025, driven by a 45% rise in Brent price, while sales volumes fell 16%
Cash of $127 million and total gross debt of $606 million at June 30, 2026; net cash from operations fell 67% from Q1 to $57 million
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.
CorVel reported revenue of $260 million for the quarter ended June 30, 2026, up from $235 million a year earlier, and diluted earnings per share of $0.63, up from $0.52. The results were furnished in an 8-K with a press release dated August 5, 2026, and show growth in revenue, gross profit, net income and earnings per share.
Revenue rose 11% to $260 million; gross profit rose 19% to $67.8 million at a 26% gross margin.
Net income was $32.2 million, compared with $27.2 million a year earlier.
The company ended the quarter with $256 million in cash and cash equivalents and no borrowings, and repurchased $21.8 million of common stock.
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
Carlyle reported second quarter 2026 results on August 5, 2026. U.S. GAAP net income attributable to common stockholders fell to $137 million, or $0.37 per diluted share, from $320 million, or $0.87, a year earlier, while total revenues fell to $1.12 billion from $1.57 billion. Non-GAAP distributable earnings rose to $472 million from $431 million, and the Board declared a $0.35 quarterly dividend.
GAAP net income attributable to common stockholders was $137 million, or $0.37 per diluted share, in Q2 2026, versus $320 million, or $0.87, in Q2 2025
Total revenues were $1.12 billion in Q2 2026, versus $1.57 billion in Q2 2025
Distributable earnings were $472 million in Q2 2026, or $1.07 per share, versus $431 million in Q2 2025; fee related earnings were $358 million
Quarterly dividend of $0.35 per share is payable August 26, 2026 to holders of record on August 17, 2026
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
ePlus reported first-quarter fiscal 2027 results with net sales up 1.0% to $649.1 million, while net earnings from continuing operations fell 5.4% to $30.3 million and diluted EPS fell 4.1% to $1.16. The company reiterated its fiscal 2027 guidance and announced a $0.27 quarterly dividend and a new repurchase authorization of up to 1,500,000 shares.
Net sales rose 1.0% to $649.1 million, but gross profit fell 1.5% to $151.3 million and gross margin was 23.3% versus 23.9% a year earlier.
Net earnings from continuing operations fell 5.4% to $30.3 million; diluted EPS was $1.16 versus $1.21, and non-GAAP diluted EPS was $1.28 versus $1.41.
Fiscal 2027 guidance reiterated for year-over-year growth in the mid-single digits for net sales, gross profit and adjusted EBITDA.
Quarterly dividend of $0.27 per share, payable September 16, 2026 to holders of record on August 25, 2026; new buyback of up to 1,500,000 shares over 12 months starting August 11, 2026.
Catalyst Acquisition Corp., a blank check company, closed its initial public offering of 20,000,000 units at $10.00 per unit on July 29, 2026, raising $200 million in gross proceeds, all of which was placed in a U.S. trust account. On August 4, 2026, the underwriter partially exercised its over-allotment option, buying 1,150,000 additional units for $11.5 million, and the company says it has not yet selected a business combination target.
IPO of 20,000,000 units closed July 29, 2026 at $10.00 per unit, generating $200 million in gross proceeds
$200 million placed in trust account with Continental Stock Transfer & Trust Company as trustee
Partial over-allotment exercise on August 4, 2026: 1,150,000 units sold for $11.5 million
Private placement of 270,000 units to the sponsor, Catalyst Sponsor LLC, for $2.7 million
Provident Financial Services elected Michael E. Regan, a former FDIC senior bank examiner, to its board effective July 30, 2026, and appointed Diane Gigliotti as Senior Vice President and Chief Accounting Officer for the company and Provident Bank. The filing covers board and accounting leadership changes only and includes no financial results or guidance.
Michael E. Regan elected as a Class of 2028 director, with the Company and Bank boards each expanded from 12 to 13 directors
Regan appointed to the Audit Committee, Enterprise Risk Committee and Finance Committee
Diane Gigliotti, previously Bank Senior Vice President and Controller, takes the Chief Accounting Officer role and will report to CFO Adriano Duarte
Gigliotti's initial annual base salary is $310,000, with a target annual incentive of 30% and a target long-term incentive of 25% of base salary
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
Weis Markets reported second-quarter 2026 revenue of $1.28 billion, up 4.6%, with comparable store sales up 2.3%. Net income fell 9.6% to $22.86 million, and earnings per share were $0.92 versus $0.96 a year earlier, so shareholders saw higher sales but lower quarterly profit. Year-to-date net income rose 13.1% to $50.71 million, with earnings per share of $2.05 versus $1.69.
Q2 total revenue $1.28 billion vs. $1.22 billion, up 4.6%; pharmacy revenue hit by about $10.71 million from Inflation Reduction Act pricing headwinds
Q2 net income $22.86 million vs. $25.28 million; EPS $0.92 vs. $0.96
Year-to-date net income $50.71 million vs. $44.83 million, up 13.1%; YTD EPS $2.05 vs. $1.69
Board declared a quarterly cash dividend of $0.34 per share, payable August 10, 2026
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
Fluor Corporation increased its board from ten to eleven members effective August 4, 2026, and named retired Navy Admiral James F. Caldwell Jr. to the new seat. The board determined he is independent, and he joins the Audit and Governance Committees. The filing is a routine board addition and does not contain financial results or guidance.
Board size increased to eleven members effective August 4, 2026, per a July 30, 2026 board vote
Admiral James F. Caldwell Jr., U.S. Navy (retired), elected to fill the new seat effective August 4, 2026
Caldwell appointed to the Audit Committee and Governance Committee; board deemed him independent under NYSE standards
He receives standard non-employee director compensation and will sign the company's indemnification agreement
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
On August 4, 2026, Booz Allen Hamilton Inc., a wholly-owned subsidiary of Booz Allen Hamilton Holding Corporation, issued $700 million of 5.375% Senior Notes due 2030 and $500 million of 5.900% Senior Notes due 2034, a combined $1.2 billion in new debt. The parent company fully and unconditionally guarantees the notes on an unsecured and unsubordinated basis, so the new borrowing adds to the group's debt obligations that shareholders should weigh.
2030 notes: $700 million principal at 5.375%, maturing 2030
2034 notes: $500 million principal at 5.900%, maturing 2034
Notes sold under an automatic shelf registration effective July 24, 2026; closing occurred August 4, 2026
Underwriters' representatives include BofA Securities, J.P. Morgan, PNC Capital Markets and Truist Securities
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.
SLR Investment Corp. reported net investment income of $17.8 million, or $0.33 per share, for the quarter ended June 30, 2026, down from $21.6 million, or $0.40 per share, a year earlier. Net asset value fell to $18.00 per share from $18.16 at March 31, 2026, and the board declared a $0.31 per share quarterly distribution, which shareholders will receive as the company's earnings have declined.
Net investment income was $17.8 million, or $0.33 per share, versus $21.6 million, or $0.40 per share, in Q2 2025.
Total investment income was $48.8 million, down from $53.9 million a year earlier, mainly due to a smaller average income-producing portfolio and lower index rates.
Net increase in net assets from operations was $8.3 million, or $0.15 per share, versus $24.2 million, or $0.44 per share, in Q2 2025, including $9.5 million of net realized and unrealized losses.
Board declared a quarterly distribution of $0.31 per share, payable September 25, 2026, to holders of record as of September 11, 2026.
Nakamoto Inc. said director, Chief Medical Officer and Kindly LLC CEO Tim Pickett resigned from all positions effective August 3, 2026, and that the resignation was not due to any disagreement on financial reporting, operations, policies or practices. The company agreed to a separation payment of $911,468.58 and accelerated vesting of his unvested equity awards, subject to his execution and non-revocation of the agreement.
Pickett resigned as director, Chief Medical Officer and Kindly LLC CEO, effective August 3, 2026
Separation payment of $911,468.58 before tax withholdings, payable after the agreement's effective date
All unvested equity awards under the 2022 and 2025 Equity Incentive Plans accelerate; D&O insurance coverage continues for six years
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
LeMaitre Vascular reported preliminary Q2 2026 results with net sales of $70.4 million, up 10% from a year earlier, and operating income of $20.4 million, up 26%. The company also gave guidance: full-year 2026 sales of $274.3 million to $278.3 million and diluted EPS of $2.84 to $2.94, while third-quarter operating income and EPS are guided below last year's levels, which included a one-time employee retention tax credit benefit.
Q2 2026 net sales $70.4 million, up 10%; gross margin 72.1%, up 210 basis points; diluted EPS $0.74, up 23% from $0.60.
Full-year 2026 guidance: sales $274.3 million to $278.3 million; EPS $2.84 to $2.94, midpoint up 15% from 2025 as reported.
Q3 2026 guidance: EPS $0.66 to $0.71 and operating income $17.3 million to $18.8 million, both below Q3 2025 as reported, which included an employee retention tax credit benefit.
Board approved a quarterly dividend of $0.25 per share, payable September 3, 2026, to holders of record on August 20, 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.
GXO Logistics reported second-quarter 2026 revenue of $3.4 billion, up 4.3% year over year, and adjusted diluted EPS of $0.59, up from $0.57. GAAP net income was $27 million, compared with $28 million a year earlier, and GAAP diluted EPS was $0.22 versus $0.23. The company narrowed its full-year 2026 adjusted EBITDA and adjusted EPS ranges, keeping the midpoints unchanged.
Q2 2026 revenue was $3.4 billion, up 4.3% from $3.3 billion; organic revenue growth was 3.4%.
Adjusted EBITDA rose to $219 million from $212 million; adjusted diluted EPS rose to $0.59 from $0.57.
GAAP net income was $27 million versus $28 million, and GAAP diluted EPS was $0.22 versus $0.23.
2026 adjusted EBITDA guidance is $945 million to $965 million, down from the prior $935 million to $975 million range; adjusted diluted EPS guidance is $2.95 to $3.15, versus $2.90 to $3.20 previously.
Global Industrial reported second-quarter 2026 net sales of $386.6 million, up 7.7% from a year earlier, and GAAP diluted EPS of $0.96 versus $0.65. Results include about $26.2 million of one-time refunds of IEEPA tariffs; excluding that benefit, diluted EPS was $0.54 and operating income was $28.2 million versus $33.5 million last year. The board also declared a $0.28 per share cash dividend.
Net sales rose 7.7% to $386.6 million; average daily sales rose 9.3%.
GAAP diluted EPS was $0.96 versus $0.65, including about $26.2 million of IEEPA tariff refunds.
Excluding the refunds, diluted EPS was $0.54 and operating income was $28.2 million, compared with $33.5 million a year earlier.
Quarterly dividend of $0.28 per share: record date August 17, 2026; payable August 24, 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.
Chemours reported second-quarter 2026 results on August 4, 2026. Net sales were about flat at $1.6 billion, and the GAAP net loss narrowed to $274 million from $380 million, but adjusted EPS fell to $0.42 from $0.61 and adjusted EBITDA declined to $247 million from $260 million. The company continues to expect full-year 2026 adjusted EBITDA of $775 million to $825 million, while its third-quarter adjusted EBITDA guidance of $175 million to $205 million is below the second-quarter level.
Net sales of $1.6 billion, down about 1% from $1,615 million a year earlier; volumes fell 4% and price rose 2%
GAAP net loss attributable to Chemours of $274 million, or $1.81 per diluted share, versus $380 million, or $2.53 per share, a year earlier; the loss includes reserves tied to the EPA and WVDEP settlement, partly offset by a gain on the Kua
Adjusted EPS of $0.42 versus $0.61 and adjusted EBITDA of $247 million versus $260 million a year earlier
Third-quarter adjusted EBITDA guidance of $175 million to $205 million; full-year 2026 adjusted EBITDA outlook of $775 million to $825 million unchanged
Azenta reported third-quarter fiscal 2026 revenue from continuing operations of $161 million, up 12% from a year earlier, with organic growth of 9%. Continuing-operations diluted EPS was $(0.03) versus $(0.01) a year ago, and the company narrowed its full-year revenue and adjusted EBITDA ranges, so shareholders see higher sales alongside a wider per-share loss from continuing operations.
Revenue was $161 million, up 12% year over year; organic revenue rose 9%, and Sample Management Solutions revenue rose 14% to $88 million.
Diluted EPS from continuing operations was $(0.03) versus $(0.01) a year earlier; total diluted EPS was $0.05; non-GAAP diluted EPS was $0.16 versus $0.17.
Full-year fiscal 2026 revenue guidance is $613 million to $618 million, versus prior $603 million to $621 million; adjusted EBITDA guidance is $59 million to $62 million.
As of June 30, 2026, the company had repurchased $50.0 million of stock under a $250 million program authorized December 8, 2025.
Dycom Industries appointed David Fallon and Michael Lenz to its Board of Directors on August 4, 2026, and increased the board from nine to eleven members. Both were determined to be independent and will stand for election at the 2027 annual meeting, but they have not been assigned to any board committees.
Fallon previously served as Chief Financial Officer at Vertiv Holdings Co. (NYSE: VRT).
Lenz most recently served as Executive Vice President and Interim Chief Financial Officer at Hexcel Corporation (NYSE: HXL) and previously as Executive Vice President and Chief Financial Officer at FedEx Corporation (NYSE: FDX).
Both directors will receive non-employee director compensation, prorated from their appointment date, subject to future Board action.
The Board increased its size from nine to eleven members.
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
OrthoPediatrics furnished an August 2026 investor presentation under Regulation FD, for use by executives in upcoming meetings with investors and analysts. The presentation shows second-quarter 2026 revenue of $70.5 million, up from $61.1 million a year earlier, but a GAAP net loss of $7.2 million, slightly wider than the $7.1 million loss in the prior-year quarter.
Q2 2026 revenue $70.5 million vs. $61.1 million in Q2 2025 (up 15%)
Q2 2026 net loss $7.2 million; GAAP diluted loss per share $0.30, unchanged from Q2 2025
Q2 2026 Adjusted EBITDA $6.8 million vs. $4.1 million; adjusted loss per share $0.26 vs. $0.11
FY2026 revenue guidance range $265.0 million to $269.0 million, 12% to 14% growth
A.K.A. Brands director Ilene Eskenazi resigned from the board and its Compensation Committee, effective August 3, 2026, with the company saying the resignation was not due to any disagreement. Carrie Cassidy, a former RH Chief People Officer, was appointed to the board and the Compensation Committee effective the same day. The change is a board-level personnel update with no stated effect on financial results.
Ilene Eskenazi resigned from the Board and Compensation Committee, effective August 3, 2026; she gave notice on July 30, 2026
Carrie Cassidy appointed to the Board and Compensation Committee, effective August 3, 2026; Class I director through the 2028 annual meeting
Cassidy receives a $50,000 annual cash retainer, 2,778 restricted stock units, and $10,000 for Compensation Committee service
Cassidy was nominated under a 2021 director nomination agreement with funds affiliated with Summit Partners
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.
Stagwell Inc. appointed Beth J. Kaplan to its board of directors effective July 31, 2026, after the board acted on July 29, 2026. The board determined she is independent under Nasdaq and SEC rules, and her term runs until the 2027 annual meeting of stockholders.
Beth J. Kaplan appointed director effective July 31, 2026; board action taken July 29, 2026
Term continues until the 2027 annual meeting of stockholders
Committee assignments to be made at a later date
As a non-employee director, she receives the same compensation as other non-employee directors, and has an Indemnification Agreement with the company
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.
Intapp reported fourth-quarter and fiscal 2026 results, with total revenue of $152.5 million, up 13% from a year earlier, and Cloud ARR of $495.7 million, up 29%. GAAP net loss widened to $5.5 million from $0.5 million, while non-GAAP diluted EPS rose to $0.41 from $0.27. The company also gave fiscal 2027 total revenue guidance of $656.5 million to $660.5 million and non-GAAP diluted EPS guidance of $1.58 to $1.62.
Q4 total revenue was $152.5 million, up 13%; SaaS revenue was $115.0 million, up 27%.
Q4 GAAP net loss was $5.5 million, versus $0.5 million a year earlier; non-GAAP diluted EPS was $0.41, versus $0.27.
Fiscal 2027 outlook: total revenue of $656.5 million to $660.5 million; non-GAAP diluted EPS of $1.58 to $1.62.
In fiscal 2026 Intapp repurchased 8.4 million shares for $275.2 million; cash and equivalents were $162.8 million at June 30, 2026, versus $313.1 million a year earlier.
Interparfums reported second-quarter 2026 net sales of $341 million, up 2% from a year earlier, but diluted EPS fell to $0.95 from $0.99 and operating income dropped 17% to $49 million. The company reaffirmed its 2026 outlook of $1.48 billion in sales and EPS of $4.85, and it spent more on advertising and promotion, so shareholders face higher costs against steady top-line growth.
Q2 2026 net sales $341 million (+2%); first-half net sales $686 million (+2%)
Q2 diluted EPS $0.95 vs. $0.99 a year ago; operating margin 14.4% vs. 17.7%
2026 guidance reaffirmed: $1.48 billion in sales and EPS of $4.85
Quarterly dividend of $0.80 per share payable September 30, 2026
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.
On July 29, 2026, J. Patrick O'Keefe notified Universal Corporation of his intention to retire as Vice President, Ingredients and Senior Vice President, Universal Ingredients, Inc. The company is working with an executive search firm to identify a successor, and Mr. O'Keefe will stay in his role until one is appointed. The filing does not name a successor or give a timeline for the appointment.
Retirement notice given July 29, 2026, as Vice President, Ingredients and Senior Vice President, Universal Ingredients, Inc.
Company is working with an executive search firm to identify a successor.
Mr. O'Keefe will remain in his current role until a successor is appointed, then provide transition support.
Bristow Group reported second quarter 2026 revenue of $411.8 million, net income of $21.2 million, or $0.70 per diluted share, and Adjusted EBITDA of $79.8 million, all up from the first quarter. The company also affirmed its 2026 Adjusted EBITDA outlook of $295 million to $325 million and completed the $105.0 million all-cash acquisition of Berry Aviation on July 13, 2026.
Total revenues were $411.8 million, up from $388.7 million in Q1 2026.
Net income attributable to the company was $21.2 million, or $0.70 per diluted share, compared with $13.1 million, or $0.44 per diluted share, in Q1 2026.
Adjusted EBITDA was $79.8 million, compared with $59.3 million in Q1 2026; Government Services posted an operating loss of $2.1 million.
2026 Adjusted EBITDA outlook of $295 million to $325 million was affirmed; a $0.125 per share dividend is payable August 28, 2026.
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
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