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).
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
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
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
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
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
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.
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.
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.
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.
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.
Prudential Financial reported second quarter 2026 net income of $985 million, or $2.80 per Common share, up from $533 million, or $1.48 per share, a year earlier. After-tax adjusted operating income rose to $1.438 billion, or $4.08 per share, from $1.284 billion, or $3.58 per share, and management will hold an extended call on August 5 to discuss strategy and long-term vision.
Net income attributable to Prudential was $985 million ($2.80 per share) versus $533 million ($1.48 per share) in Q2 2025.
After-tax adjusted operating income was $1.438 billion ($4.08 per share) versus $1.284 billion ($3.58 per share) a year earlier.
Prudential of Japan sales suspension weighed on International Businesses; constant dollar basis sales fell 33% to $361 million.
Capital returned to shareholders was $743 million, including $250 million of share repurchases and $493 million of dividends.
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
Ascent Industries reported second-quarter 2026 net sales of $25.7 million, up from $18.7 million a year earlier, and net income from continuing operations of $0.7 million, compared with a loss of $2.4 million in the prior-year quarter. The company's gross margin fell to 21.6% from 26.1%, and the results include $1.9 million in net sales from the Midwest Graphic Sales acquisition, which closed on May 4, 2026.
Net sales were $25.7 million in Q2 2026 versus $18.7 million in Q2 2025; diluted earnings per share were $0.07 versus a loss of $0.25.
Gross margin was 21.6% versus 26.1% a year earlier, though gross profit rose 14.0% to $5.5 million.
Adjusted EBITDA was $1.5 million, compared with a loss of $0.3 million in the prior-year quarter.
As of June 30, 2026, cash and cash equivalents were $28.1 million with no debt outstanding under the revolving credit facilities; the company repurchased 209,868 shares for about $2.9 million during the quarter.
Rayonier Advanced Materials reported second-quarter 2026 net sales of $376 million, up 11% from the prior-year quarter and 18% from the first quarter. The net loss was $33 million, or $(0.49) per diluted share, compared with $81 million in the first quarter and $363 million a year earlier, which included a $337 million non-cash deferred tax asset write-off. The company said full-year results remain on track with its prior expectations and that it expects to conclude its strategic review and communicate a path forward in the fourth quarter.
Net sales of $376 million, up 11% from $340 million a year earlier and 18% from $319 million in the first quarter
Net loss of $33 million, or $(0.49) per diluted share, including a $13 million non-cash asset impairment; first-quarter net loss was $81 million
Adjusted EBITDA from continuing operations of $40 million, up 43% from $28 million a year earlier and from $8 million in the first quarter
Strategic review expected to conclude in the fourth quarter; conference call scheduled for 9:00 a.m. ET on August 5, 2026
EOG Resources reported second quarter 2026 results on August 4, 2026, with net income of $2.7 billion, or $5.15 per diluted share, up from $2.46 a year earlier. The filing also includes third quarter and full year 2026 forecast and benchmark commodity pricing information, which is incorporated by reference into the report.
Q2 2026 total operating revenues were $8,620 million, compared with $5,478 million in Q2 2025 and $6,921 million in Q1 2026.
Q2 2026 net income was $2,724 million, or $5.15 per diluted share, compared with $1,345 million, or $2.46 per diluted share, in Q2 2025.
Q2 2026 adjusted net income, a non-GAAP measure, was $2,683 million, or $5.07 per diluted share.
The company released third quarter and full year 2026 forecast and benchmark commodity pricing information alongside the results.
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.
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
Eastman Kodak reported second-quarter 2026 results on August 4, 2026, with revenue of $311 million, up 18% from $263 million a year earlier, and GAAP net income of $17 million compared with a net loss of $26 million in Q2 2025. Cash fell to $290 million from $337 million at December 31, 2025, mainly due to a $101 million term loan repayment, partly offset by $87 million from redemptions of Kodak Retirement Income Plan reversion investments.
Revenue of $311 million vs. $263 million in Q2 2025, up $48 million or 18%; AM&C revenue rose 40% to $105 million.
GAAP net income of $17 million, or $0.13 per diluted share, vs. a net loss of $26 million, or $0.36 per share, a year earlier.
Operational EBITDA of $36 million vs. $9 million in Q2 2025; gross profit rose to $82 million from $51 million.
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.
CompX International reported second-quarter 2026 net sales of $43.6 million, up from $40.3 million a year earlier, and net income of $7.2 million, or $0.59 per share, versus $5.5 million, or $0.44 per share. The company also declared a regular quarterly dividend of $0.30 per share, payable September 15, 2026. Results were driven mainly by higher Security Products sales and gross margin, and the filing gives no guidance.
Q2 2026 net sales $43.6 million vs. $40.3 million in Q2 2025; operating income $8.9 million vs. $6.3 million
Six-month 2026 net income $13.1 million, or $1.06 per share, vs. $10.6 million, or $0.86 per share in 2025
Quarterly dividend of $0.30 per share, record date September 3, 2026, payable September 15, 2026
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
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
Revolve Group reported second-quarter 2026 net sales of $347.4 million, up 12% year over year, and net income of $18.6 million, up 86%. Results included $5.9 million of net income from IEEPA tariff refunds, and the company raised its full-year marketing and general and administrative expense outlook while keeping its gross margin outlook unchanged.
Diluted EPS was $0.26 versus $0.14 a year earlier, including $0.06 per share from IEEPA tariff refunds.
Net cash used in operating activities was $8.2 million in the quarter, compared with $12.6 million provided a year earlier.
FY2026 marketing expense outlook was raised to 15.8% to 16.0% of net sales from 15.3% to 15.8%; G&A expense outlook was raised to $170 million to $172 million from $164 million to $168 million.
Net sales in July 2026 increased approximately 18% year over year.
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
Macerich reported second-quarter 2026 results with a net loss attributable to the company of $27.1 million, or $0.10 per diluted share, down from $40.9 million, or $0.16 per share, a year earlier, mainly due to a gain on asset sales. FFO, as adjusted, rose to $100.4 million, or $0.35 per diluted share, from $88.7 million, or $0.34 per share, while total revenues were roughly flat at $249.7 million. The company also completed the $260 million Annapolis Mall acquisition and raised equity in May and June.
Net loss attributable to the company was $27.1 million ($0.10 per diluted share) in Q2 2026, versus $40.9 million ($0.16) in Q2 2025, which the company attributes mainly to a gain on sale of assets.
FFO, as adjusted, was $100.4 million ($0.35 per diluted share), up from $88.7 million ($0.34) a year earlier.
Total revenues were $249.7 million, compared with $249.8 million in Q2 2025; leasing revenue was $233.4 million versus $232.7 million.
Go-Forward Portfolio Centers net operating income, excluding lease termination income, rose 3.8%, and leased occupancy was 94.0% at June 30, 2026, up from 92.0% a year earlier.
BlueLinx reported fiscal second quarter 2026 net sales of $814 million, up 4.4% from a year earlier, with net income of $6.4 million, or $0.81 per diluted share, versus $0.54 a year earlier. Results included a $7.2 million benefit from an import duty-related item, and the company gave specialty and structural product gross margin ranges for the third quarter.
Net sales $814 million, up $34 million or 4.4%; gross margin 17.2% vs. 15.3% a year earlier
Net income $6.4 million, or $0.81 diluted EPS, vs. $4.3 million, or $0.54; adjusted diluted EPS $1.15 vs. $0.70
Gross profit included a $7.2 million import duty-related benefit; excluding it, gross margin would have been 16.3%
Third quarter outlook: specialty gross margin 18.0% to 19.0%; structural gross margin 8.5% to 9.5%
Skyward Specialty Insurance Group reported second-quarter 2026 net income of $49.0 million, up from $38.8 million a year earlier, and diluted operating earnings per share of $1.30, up from $0.89. Gross written premiums rose 13.3% to $740.6 million, and the combined ratio was 89.5%. Shareholders gain a clearer view of stronger underwriting and earnings, and the company also doubled its share repurchase authorization to $100 million.
Net income was $49.0 million for the quarter versus $38.8 million in Q2 2025; diluted GAAP EPS was $1.07 versus $0.93.
Diluted operating EPS was $1.30 versus $0.89, and annualized operating ROE was 19.0% for the quarter.
Gross written premiums were $740.6 million, up 13.3%; the combined ratio was 89.5%, including 1.9 points of catastrophe losses for the six months.
The share repurchase authorization was expanded from $50 million to $100 million; the company repurchased 223 thousand shares for $9.7 million in the quarter.
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.
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
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.
Workiva reported second quarter 2026 total revenue of $255 million, up 19% from $215 million a year earlier, and GAAP net income of $13 million, compared with a net loss of $19 million in the prior-year quarter. The company also issued third quarter and full-year 2026 guidance, with full-year revenue expected at $1.040 billion to $1.044 billion, and repurchased $123 million of Class A common stock during the quarter.
Total revenue $255 million, up 19%; subscription and support revenue $236 million, up 19%
GAAP net income $13 million, or $0.24 per diluted share, versus a net loss of $19 million, or $(0.35) per share, a year earlier
Non-GAAP operating margin 16.8% versus 3.8%; GAAP operating margin 4.6% versus (10.2)%
Third quarter 2026 revenue guidance $260 million to $262 million; about $106 million remained under the repurchase plan as of June 30, 2026
Astera Labs reported second-quarter 2026 revenue of $392.4 million, up 27% from the first quarter and 104% from a year earlier, with GAAP net income of $153.1 million, or $0.83 per diluted share. The company guided third-quarter 2026 revenue to $540 million to $560 million and GAAP diluted EPS to $0.87 to $0.92, and said Scorpio fabric switches are expected to become its largest product family one quarter ahead of prior expectations.
Q2 2026 GAAP net income was $153.1 million, or $0.83 per diluted share, versus $51.2 million, or $0.29, in Q2 2025; results include a $50.3 million income tax benefit.
Q2 2026 GAAP gross margin was 73.3% and GAAP operating income was $89.2 million, a 22.7% operating margin.
Q2 2026 non-GAAP diluted EPS was $0.80, compared with $0.44 in Q2 2025.
Q3 2026 outlook calls for revenue of $540 million to $560 million and GAAP diluted EPS of $0.87 to $0.92 on about 185 million weighted-average diluted shares.
Qualys reported second quarter 2026 revenue of $182.2 million, up 11% from a year earlier, with GAAP diluted EPS of $1.50 and non-GAAP diluted EPS of $1.98. The company raised its full-year 2026 revenue guidance to $732.0 million to $738.0 million and its non-GAAP EPS guidance to $7.74 to $7.88, which gives shareholders a higher outlook for the year.
Q2 2026 revenue rose 11% to $182.2 million; GAAP net income was $52.4 million, up 11%.
Non-GAAP net income per diluted share was $1.98, versus $1.68 a year earlier.
Full-year 2026 revenue guidance raised to $732.0 million to $738.0 million, from $721.0 million to $727.0 million.
Full-year 2026 non-GAAP EPS guidance raised to $7.74 to $7.88, from $7.44 to $7.65.
Hinge Health reported second-quarter 2026 revenue of $212.8 million, up 53% from a year earlier, and GAAP diluted earnings of $0.52 per share, compared with a loss of $13.10 per share in the second quarter of 2025. The company raised its full-year 2026 revenue guidance to $856 million to $860 million, agreed to buy Cylinder Health for $105 million in cash, and its board increased the share repurchase program by $300.0 million, for a total authorization of $496.5 million.
Q2 2026 revenue was $212.8 million, up 53% from $139.1 million in Q2 2025; GAAP income from operations was $40.4 million, compared with a loss of $580.7 million a year earlier
Full-year 2026 revenue guidance raised to $856 million to $860 million; Q3 2026 revenue guidance set at $223 million to $225 million
Definitive agreement to acquire Cylinder Health, Inc. for $105 million in cash, expected to close in the third quarter of 2026
As of July 29, 2026, $196.5 million of stock had been repurchased under the program; the board approved a $300.0 million increase, bringing total authorization to $496.5 million
DaVita reported results for the quarter ended June 30, 2026, with total revenues of $3.554 billion, up from $3.380 billion a year earlier, and diluted earnings per share of $4.02, up from $2.58. Operating income rose to $579 million from $538 million, and the company reaffirmed its 2026 guidance ranges for adjusted operating income, adjusted diluted EPS, and free cash flow. The results show gains in revenue, operating income, and per-share profit for shareholders.
Total revenues were $3.554 billion, compared with $3.380 billion in the second quarter of 2025.
Diluted EPS was $4.02, compared with $2.58 a year earlier; operating income was $579 million, a 16.3% margin.
Current 2026 guidance: adjusted operating income of $2,150 million to $2,250 million and adjusted diluted EPS of $14.10 to $15.20.
During the quarter the company repurchased 2.2 million shares for $348 million and added a $500 million Term Loan B-2 tranche.
Paylocity reported fourth-quarter and fiscal 2026 results for the period ended June 30, 2026. Fiscal 2026 total revenue rose 11.0% to $1.771 billion, and GAAP diluted earnings per share rose 22.4% to $4.92 from $4.02. The company also guided fiscal 2027 total revenue to $1.880 billion to $1.895 billion, about 7% growth.
Q4 fiscal 2026 total revenue was $444.7 million, up 11.0%; GAAP net income was $60.3 million, or $1.12 per diluted share, versus $0.86 a year earlier
Fiscal 2026 GAAP net income was $269.7 million, up from $227.1 million; the company repurchased $398.1 million of common stock during the year
Fiscal 2027 guidance: total revenue of $1.880 billion to $1.895 billion and Adjusted EBITDA of $690.0 million to $700.0 million
loanDepot reported second-quarter 2026 total revenue of $337.3 million, up 18% from the first quarter, and a net loss of $6.6 million, down from $54.9 million in the prior quarter. The company gave a third-quarter 2026 origination volume outlook of $6.25 billion to $8.25 billion and said it is evaluating a range of options for its bond maturities with retained advisors.
Total revenue was $337.3 million, up from $286.4 million in Q1 2026 and $282.5 million in Q2 2025.
Net loss was $6.6 million, or $(0.02) per diluted share, compared with a net loss of $54.9 million, or $(0.16) per share, in Q1 2026. Adjusted EBITDA was $20.5 million, up from $14.3 million.
Loan origination volume was $8.0 billion, up 4% from Q1 2026, and the company expects Q3 2026 origination volume of $6.25 billion to $8.25 billion.
Repurchased $16 million of senior notes at an average 90% of par in Q2 2026 and an additional $27 million at 86% of par through July 30, 2026.
8x8 reported first-quarter fiscal 2027 results for the period ended June 30, 2026, with total revenue up 5% to $190.2 million and GAAP net loss narrowing to $1.2 million from $4.3 million a year earlier. The company also gave fiscal 2027 total revenue guidance of $745 million to $765 million, and GAAP gross margin fell to 61% from 66%.
Total revenue rose 5% to $190.2 million, compared with $181.4 million a year earlier.
GAAP net loss was $1.2 million, compared with $4.3 million in the first quarter of fiscal 2026; non-GAAP net income was $13.6 million, compared with $10.7 million.
GAAP gross margin was 61%, down from 66%; non-GAAP operating profit was $18.9 million, compared with $16.3 million.
Fiscal 2027 total revenue guidance is $745 million to $765 million; second-quarter total revenue guidance is $185 million to $190 million.
MNTN reported second quarter 2026 revenue of $82.5 million, up 21% year over year, and net income of $6.7 million, compared with a net loss of $26.2 million a year earlier. The board also authorized a stock repurchase program of up to $100 million, running through August 5, 2027, and the company gave third quarter and full year 2026 outlooks.
Q2 2026 Adjusted EBITDA rose 48% to $21.5 million, or 26% of revenue, versus $14.5 million a year earlier.
Gross margin improved to 80% from 77% in Q2 2025; the company ended the quarter with $237.3 million in cash and no borrowings.
Q3 2026 outlook: revenue of $86 million to $89 million and Adjusted EBITDA of $22 million to $25 million.
Full year 2026 outlook: revenue of $347 million to $357 million and Adjusted EBITDA of $96 million to $101 million.
Seaboard reported higher second-quarter 2026 results for the three months ended July 4, 2026, with net sales of $2,922 million and net earnings attributable to Seaboard of $153 million, both up from the prior-year quarter. The company also declared a quarterly cash dividend of $2.25 per share, payable August 24, 2026, to holders of record on August 14, 2026.
Q2 2026 net sales were $2,922 million, up from $2,480 million in Q2 2025.
Q2 2026 operating income was $100 million, up from $52 million; net earnings attributable to Seaboard were $153 million, up from $102 million.
Q2 2026 earnings per common share were $159.74, compared with $105.22 a year earlier.
The quarterly dividend of $2.25 per share is payable August 24, 2026, to stockholders of record on August 14, 2026.
Compass reported second-quarter 2026 revenue of $4.31 billion, up 14.3% from pro forma revenue of $3.77 billion a year earlier, and GAAP net income of $92 million, up from $39 million. The company raised its Year 1 net cost synergy target to $330 million and its full-year 2026 non-GAAP operating expense range, which means higher planned costs for shareholders to track.
Q2 2026 revenue was $4.31 billion; Adjusted EBITDA was $363 million
GAAP net income was $92 million, compared with $39 million in Q2 2025
Year 1 net cost synergy target raised from $300 million to $330 million
Full-year 2026 non-GAAP OPEX guidance raised to $2.75 billion to $2.80 billion from $2.70 billion to $2.75 billion
Arista Networks reported second quarter 2026 results for the period ended June 30, 2026, with revenue of $3.036 billion, up 37.7% from a year earlier, and non-GAAP diluted EPS of $1.02, up from $0.73. The company also guided third quarter 2026 revenue to approximately $3.3 billion and non-GAAP diluted EPS to between $1.06 and $1.08, which shareholders can compare with the quarter just reported.
Q2 2026 revenue was $3.036 billion, up 37.7% year over year and up 12.1% from Q1 2026.
GAAP diluted EPS was $0.95 versus $0.70 a year earlier; non-GAAP diluted EPS was $1.02 versus $0.73.
Q2 2026 GAAP operating margin was 45.4%, compared with 44.7% in Q2 2025; non-GAAP operating margin was 49.9%, compared with 48.8%.
Q3 2026 guidance: revenue of approximately $3.3 billion, non-GAAP operating margin of 48% to 49%, and non-GAAP diluted EPS of $1.06 to $1.08.
Mercury General reported second-quarter 2026 net income of $263.5 million, or $4.76 per diluted share, up from $166.5 million, or $3.01 per share, a year earlier. Operating income, which excludes realized investment gains, rose 31.9% to $195.2 million, and the combined ratio improved to 89.9% from 92.5%. The company also declared a quarterly dividend of $0.3175 per share.
Q2 2026 net income was $263.5 million ($4.76 per diluted share), compared with $166.5 million ($3.01 per share) in Q2 2025.
Net premiums earned rose 9.6% to $1.50 billion; the combined ratio was 89.9%, versus 92.5% a year earlier.
Catastrophe losses net of reinsurance were $75.0 million in Q2 2026, compared with $13.0 million in Q2 2025.
Dividend of $0.3175 per share is payable September 24, 2026, to shareholders of record on September 10, 2026.
Tanger Inc. reported second-quarter 2026 diluted net income of $0.29 per share and FFO of $0.64 per share, up from $0.26 and $0.58 a year earlier. The company raised its full-year 2026 diluted FFO per share estimate to $2.45 to $2.52 from $2.42 to $2.50, and occupancy eased to 96.6% from 97.0% in March as the company recaptured some spaces.
Q2 2026 diluted net income was $0.29 per share ($33.0 million), compared with $0.26 ($29.9 million) in Q2 2025.
Q2 2026 FFO available to common shareholders was $0.64 per share ($77.1 million), compared with $0.58 ($68.6 million).
2026 guidance: diluted FFO per share raised to $2.45 to $2.52 from $2.42 to $2.50; diluted net income per share $1.06 to $1.13, with the low end raised from $1.05.
Occupancy was 96.6% on June 30, 2026, down from 97.0% on March 31, 2026; the board set a $0.3125 quarterly dividend, up 7%.
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