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).
LifeStance Health Group reported second-quarter 2026 revenue of $435.4 million, up 26%, and net income of $23.6 million, compared with a net loss of $3.8 million a year earlier. The company raised its full-year 2026 revenue, Center Margin and Adjusted EBITDA guidance and approved a new $100 million share repurchase program, which replaces its prior $100 million program from February 24, 2026.
Q2 2026 revenue was $435.4 million, up 26% from $345.3 million; net income was $23.6 million versus a net loss of $3.8 million in Q2 2025.
Adjusted EBITDA rose 94% to $66.0 million, or 15.2% of total revenue, compared with $34.0 million a year earlier.
Full-year 2026 revenue guidance was raised to $1.685 billion to $1.725 billion, and Adjusted EBITDA guidance is $215 million to $235 million.
The Board approved a $100 million share repurchase program on August 5, 2026, replacing the prior $100 million program approved February 24, 2026.
ATN International reported second quarter 2026 revenue of $184.5 million, up 2% from a year earlier, and Adjusted EBITDA of $49.7 million, up 9%. Net income attributable to shareholders was $167.3 million, or $10.71 per diluted share, mainly because of a $229.9 million gain on the initial closing of its US tower portfolio sale. The company reaffirmed its 2026 Adjusted EBITDA guidance of $183 million to $193 million and said its Board raised the share repurchase authorization by $15 million to $30 million on July 31, 2026.
Q2 revenue rose to $184.5 million from $181.3 million; Adjusted EBITDA rose to $49.7 million from $45.8 million
Net income attributable to ATN stockholders was $167.3 million, or $10.71 per diluted share, versus a net loss of $7.0 million, or $0.56 per share, a year earlier
Tower sale initial closing on June 2, 2026 brought $267.7 million in cash, with up to $29.6 million more possible at later closings
Board approved a $15 million increase in the buyback authorization to $30 million on July 31, 2026; no shares were repurchased in the second quarter
Kinetik reported second quarter 2026 revenue of $581.4 million, up from $426.7 million a year earlier, and diluted earnings per share of $0.64 versus $0.33. The company raised its full year 2026 Adjusted EBITDA guidance to $1.04 billion to $1.1 billion and its capital expenditure guidance to about $560 million, which bears on how much cash the business reinvests.
Q2 2026 total operating revenues were $581.4 million, versus $426.7 million in Q2 2025.
Net income including noncontrolling interest was $123.1 million, versus $74.4 million; diluted EPS attributable to Class A holders was $0.64, versus $0.33.
Q2 2026 Adjusted EBITDA was $280.8 million, versus $242.9 million; Pipeline Transportation Adjusted EBITDA fell 14% due to the late 2025 divestiture of the EPIC Crude equity interest.
Adjusted EBITDA is expected to be $260 million to $270 million in Q3 2026 and $270 million to $280 million in Q4 2026.
Tennant reported second-quarter 2026 net sales of $324.0 million, up 1.7%, while adjusted EBITDA fell 30.8% to $35.3 million and net income fell to $7.6 million from $20.2 million. The company raised full-year net sales guidance to $1.270 billion to $1.310 billion but lowered full-year adjusted EBITDA guidance to $155 million to $170 million, citing slower margin recovery. For shareholders, sales growth was offset by weaker profitability and lower operating cash flow.
Diluted EPS was $0.44 versus $1.08 a year earlier; adjusted diluted EPS was $0.83 versus $1.49.
Adjusted EBITDA margin was 10.9% versus 16.0%, and gross profit margin was 39.5%, down 260 basis points.
Full-year net sales guidance was raised to $1.270 billion to $1.310 billion; adjusted EBITDA guidance was lowered to $155 million to $170 million.
Operating cash flow was $5.0 million in the quarter, down $17.5 million; the company will hold a conference call on August 6, 2026.
Office Properties Income Trust reported second quarter 2026 results, including a predecessor-period net loss of $789.0 million driven by $745.3 million of reorganization items, and a successor-period net loss of $3.1 million for June 18 through June 30, 2026. The company said it exited Chapter 11 bankruptcy and reduced debt by $714 million, which shapes how shareholders read the large loss against a much smaller post-exit balance sheet.
Predecessor period (April 1 to June 17, 2026) net loss was $789.0 million, including $745.3 million of reorganization items, net.
Successor period (June 18 to June 30, 2026) net loss was $3.1 million, or $0.14 per share; Normalized FFO was $4.5 million, or $0.20 per share.
The company exited Chapter 11 and reduced debt by $714 million; debt principal was $1,707.3 million as of June 30, 2026.
In July 2026 the company sold two properties for $58.5 million, and it is under agreement to sell nine more for $49.7 million, excluding closing costs.
Ormat reported second-quarter 2026 revenue of $258.8 million, up 10.6%, and raised its full-year 2026 revenue and Adjusted EBITDA guidance. GAAP net income attributable to stockholders fell 3.4% to $27.1 million, or $0.43 per diluted share, which the company attributes mainly to a $6.6 million write-off of storage projects it no longer plans to pursue.
Total revenues were $258.8 million, up from $234.0 million; Energy Storage revenues rose 195.1% to $42.8 million.
GAAP diluted EPS was $0.43 versus $0.46 a year earlier; Adjusted diluted EPS was $0.50 versus $0.48.
Adjusted EBITDA was $143.9 million, up 6.9% from $134.6 million.
2026 guidance: total revenues of $1,150 million to $1,200 million and Adjusted EBITDA of $630 million to $650 million. A $0.12 quarterly dividend is payable September 2, 2026.
Genco Shipping & Trading reported second-quarter 2026 net income of $16.6 million, or $0.38 per basic share, compared with a net loss of $6.8 million a year earlier. It also declared a $0.80 per share dividend for the quarter and projected a Q3 2026 dividend of greater than $1 per share, which would benefit shareholders if it is paid.
Q2 2026 revenues rose to $136.4 million from $80.9 million in Q2 2025
Net income of $16.6 million ($0.38 basic EPS, $0.37 diluted) versus a net loss of $6.8 million in Q2 2025
Adjusted EBITDA of $56.7 million versus $14.3 million in Q2 2025
$0.80 dividend payable on or about August 24, 2026 to holders of record as of August 17, 2026; Q3 2026 projected dividend greater than $1 per share
Novanta reported second quarter 2026 results for the period ended July 3, 2026, with GAAP revenue up 10% to $266 million and GAAP net income of $12.5 million, compared with $4.5 million a year earlier. The company also updated its third quarter and full year 2026 guidance to include the recently closed Riverpoint Medical acquisition, which it says roughly doubles its recurring medical consumables business.
GAAP diluted EPS was $0.30 versus $0.12 a year earlier; Adjusted Diluted EPS rose 17.1% to $0.89.
Adjusted EBITDA rose 16.4% to $60.7 million, with an Adjusted EBITDA margin of 22.8%.
Q3 2026 guidance: GAAP revenue of $300 million to $304 million and Adjusted Diluted EPS of $0.95 to $1.00.
Full year 2026 guidance: GAAP revenue of $1,130 million to $1,140 million and Adjusted Diluted EPS of $3.68 to $3.74.
CrossAmerica Partners LP reported second quarter 2026 net income of $20.8 million, down from $25.2 million a year earlier, mainly because real estate gains fell to $1.1 million from $29.7 million. Adjusted EBITDA rose to $51.8 million from $37.1 million, and distributable cash flow rose to $33.6 million from $22.4 million, while the board declared a $0.5250 per unit quarterly distribution.
Net income was $20.8 million vs $25.2 million; diluted earnings per unit were $0.52 vs $0.64.
Operating revenues were $1.2 billion vs $961.9 million, and retail margin per gallon was $0.492 vs $0.370.
Distributable cash flow was $33.6 million vs $22.4 million; the distribution of $0.5250 per unit is payable August 13, 2026.
Jonathan Benfield was appointed Chief Financial Officer on July 20, 2026, and a credit facility amendment on July 15, 2026 extended maturity to July 15, 2031.
VSE Corporation reported record second-quarter 2026 revenue of $449.1 million, up 65.0%, and GAAP net income of $28.5 million, up 109.1%, after completing the PAG and NorthStar acquisitions. The company raised its full-year 2026 revenue growth and Adjusted EBITDA margin outlook, which signals stronger expected results for shareholders, though total debt rose to $966.7 million at June 30, 2026.
Q2 2026 GAAP diluted EPS was $0.91, up 37.9% from $0.66; Adjusted EPS was $1.75, up 32.6%
Full-year 2026 revenue growth guidance raised to 61% to 64%, from 57% to 61%
Full-year 2026 Adjusted EBITDA margin guidance raised to 18.7% to 19.0%, from 18.1% to 18.5%
Upland Software received a Nasdaq notice on July 31, 2026, stating it no longer meets the $15 million minimum market value of publicly held shares requirement. Nasdaq calls this a deficiency, not a delisting, and the stock continues to trade on the Nasdaq Global Market as UPLD, but the company must regain compliance by January 27, 2027 or face a delisting process.
Nasdaq notice dated July 31, 2026, based on the previous 30 consecutive business days of market value review
Compliance deadline is January 27, 2027, 180 days from the notice
Regaining compliance requires $15 million or more for at least ten consecutive business days, generally no more than 20
If not compliant by the deadline, Nasdaq will notify the company of delisting, and the company may appeal to a Nasdaq Hearings Panel
Matador Resources reported second-quarter 2026 results on August 5, 2026, and raised its full-year 2026 production guidance to 218,500 to 223,500 barrels of oil equivalent per day from 210,500 to 216,000. Oil output of 126,106 barrels per day was a record and exceeded the company's expected range, while adjusted free cash flow was $303.2 million. Total 2026 capital expenditure guidance rose to $1.625 billion to $1.725 billion, and the company's realized natural gas price was negative for the quarter.
Q2 2026 oil production averaged 126,106 barrels per day, a record and above the 123,000 to 125,000 guidance range.
Full-year 2026 total capital expenditure guidance raised to $1.625 billion to $1.725 billion from $1.45 billion to $1.55 billion.
Q2 2026 adjusted free cash flow was $303.2 million, compared with $113.3 million in Q1 2026.
Pending Paloma and Ridge Runner acquisitions are expected to close in the fourth quarter of 2026.
Information Services Group reported second-quarter 2026 revenue of $65.5 million, up 6.4% from a year earlier, and GAAP net income of $3.3 million, up 51%. The board also approved a $30 million expansion of the share repurchase program and set third-quarter revenue guidance of $63.5 million to $64.5 million.
Q2 GAAP diluted EPS was $0.07 versus $0.04 a year earlier; adjusted EPS was $0.10 versus $0.08.
Q2 adjusted EBITDA was $9.4 million, up 13%, with an adjusted EBITDA margin of 14.3% versus 13.5%.
Board authorized $30 million in new share repurchases, bringing the total available to $32.3 million, with about $2.3 million remaining under the current program as of June 30, 2026.
Third-quarter guidance: revenue of $63.5 million to $64.5 million and adjusted EBITDA of $8.5 million to $9.5 million; a $0.045 per share dividend is payable September 25, 2026.
Host Hotels & Resorts reported second-quarter 2026 revenue of $1.64 billion, up 3.4% from a year earlier, and net income of $241 million, up 7.1%. The company raised its full-year 2026 comparable hotel Total RevPAR and RevPAR growth guidance to 4.75% to 5.25%, and its diluted EPS guidance to $1.35 to $1.38 from $1.30 to $1.37, which points to higher expected profit for shareholders.
Q2 revenues were $1,640 million versus $1,586 million, and diluted EPS was $0.35 versus $0.32.
Comparable hotel RevPAR rose 7.0% to $251.53 in the quarter; the company said July comparable hotel RevPAR grew approximately 10%.
Full-year 2026 net income guidance is $944 million to $962 million, versus a previous range of $908 million to $955 million.
The second-quarter dividend of $0.92 per share, including a $0.72 special dividend, was paid on July 15, 2026.
Murphy Oil reported second quarter 2026 net income attributable to Murphy of $232.2 million, or $1.59 per diluted share, up from $22.3 million a year earlier, as production revenue rose to $926.3 million from $683.1 million. The company raised the midpoint of its full-year 2026 capital expenditure guidance to $1.55 billion from $1.25 billion, which will reduce cash available for other uses, and it made no share repurchases in the quarter.
Net income attributable to Murphy was $232.2 million, or $1.59 per diluted share, versus $22.3 million in Q2 2025.
Production was 169,000 BOEPD, at the upper end of quarterly guidance.
The full-year 2026 capital expenditure midpoint rose from $1.25 billion to $1.55 billion.
Free cash flow was $110.0 million, and $550 million remained under the share repurchase authorization.
Salesforce said President and Chief Engineering and Customer Success Officer Srini Tallapragada will step down from that role effective August 6, 2026, and become Special Advisor to the CEO through August 6, 2027. The transition agreement sets his pay at his current salary and bonus through January 31, 2027, then $75,000 per year for the remainder of the period, while his previously granted equity awards continue to vest.
Role change effective August 6, 2026; advisory term runs through August 6, 2027
Advisory duties include transition support, product, technology and innovation matters, business development and customer matters
Cash pay drops to $75,000 per year after January 31, 2027; previously granted equity continues to vest
Either party may end the transition period early, with ten days' written notice by Mr. Tallapragada
Montauk Renewables reported second quarter 2026 revenue of $54.0 million, up 19.7% year over year, and net income of $0.2 million compared with a net loss of $5.5 million a year earlier. The company cut its 2026 renewable electricity generation (REG) revenue and volume outlook, which it tied to timing at its Montauk Ag Renewables facility, while keeping its renewable natural gas (RNG) revenue outlook unchanged.
Revenue of $54.0 million, up $8.9 million (19.7%) from $45.1 million in Q2 2025, driven mainly by RINs distributed from the GreenWave joint venture
Net income of $0.2 million versus a net loss of $5.5 million in Q2 2025; Adjusted EBITDA of $12.3 million versus $5.0 million
2026 REG revenue outlook lowered to $23 million to $26 million and REG volumes to 185 thousand to 195 thousand MWh; RNG revenue outlook unchanged at $175 million to $190 million
Conference call scheduled for August 6, 2026 at 8:30 a.m. Eastern time
Watts Water Technologies reported second quarter 2026 net sales of $763.2 million, up 19% on a reported basis and 12% organically, with diluted EPS of $3.53, up 17%. The company raised its full-year 2026 sales and margin outlook, though operating margin fell 80 basis points, which shareholders may watch as the company absorbs acquisition dilution, inflation and tariffs.
Net sales of $763.2 million rose 19% reported and 12% organic, driven by price realization and data center volume growth.
Diluted EPS was $3.53, up 17%; adjusted diluted EPS was $3.66, up 18%, versus the prior-year quarter.
Operating margin was 20.2%, down 80 basis points, due to acquisition dilution, inflation, tariffs and a one-time prior-year tariff benefit.
Full-year 2026 reported sales growth outlook was raised to 14% to 17%, and operating margin outlook to 19.4% to 20.0%.
Criteo S.A. entered into a Merger Agreement under which its Luxembourg parent, Lux Criteo, would merge into its wholly owned Delaware subsidiary, U.S. Criteo, which would survive. Shares of Lux Criteo would convert one-to-one into U.S. Criteo common stock, and the merger is subject to shareholder approval, an effective Form S-4 registration statement, and other conditions, with a planned Effective Time of 12:00:01 a.m. New York time on January 1, 2027. The filing does not state financial terms, but it changes the company's legal home and the form of shares shareholders would hold.
Lux Criteo would merge into U.S. Criteo, a Delaware corporation, with U.S. Criteo surviving; the Effective Time is set for 12:00:01 a.m. New York City time on January 1, 2027, unless changed.
Each ordinary share of Lux Criteo would be exchanged for shares of U.S. Criteo common stock on a one-to-one basis, without interest and net of applicable withholding taxes.
Completion requires shareholder approval, effectiveness of a Form S-4 registration statement, and listing of U.S. Criteo common stock on a nationally recognized U.S. exchange.
On August 5, 2026, U.S. Criteo filed the Form S-4 with the SEC; the filing states that the merger may be terminated by mutual agreement before the Effective Time.
APA Corporation reported second-quarter 2026 net income attributable to common stock of $747 million, or $2.11 per diluted share, up from $603 million, or $1.67 per diluted share, a year earlier. The company raised its full-year 2026 U.S. oil production outlook to 123,000 barrels per day and lowered its lease operating expense guidance by $25 million, which points to higher expected output and lower costs for shareholders.
Net income attributable to common stock was $747 million, or $2.11 per diluted share, in Q2 2026, versus $603 million, or $1.67 per diluted share, in Q2 2025.
Adjusted second-quarter earnings were $669 million, or $1.89 per diluted share.
Full-year 2026 U.S. oil production guidance was raised to 123,000 barrels per day, and lease operating expense guidance was lowered by $25 million to $1.5 billion.
Expected 2026 exit run-rate cost savings were raised to $500 million from the prior $450 million target.
Orion S.A. reported second quarter 2026 net sales of $501 million, up 7% from a year earlier, but net income fell to $2 million from $9 million and Adjusted EBITDA fell to $58 million from $69 million. The company reaffirmed its full-year 2026 Adjusted EBITDA guidance of $170 million to $210 million and raised its full-year free cash flow guidance, which it said is a $43 million improvement at the midpoint.
Net sales were $501 million, up 7% from $466 million in the second quarter of 2025; net income was $2 million versus $9 million a year earlier.
Adjusted EBITDA was $58 million, down from $69 million a year earlier but up 26% from the first quarter.
Full-year 2026 Adjusted EBITDA guidance of $170 million to $210 million was reaffirmed; free cash flow guidance was raised to a range of a $10 million outflow to a $20 million inflow.
Liquidity was $178 million and the net debt-to-Adjusted EBITDA ratio was 4.4x at June 30, 2026.
STERIS reported fiscal 2027 first-quarter revenue up 7% to $1.5 billion and diluted EPS of $2.04, up from $1.79, with adjusted EPS of $2.59 versus $2.34. It reiterated its full-year revenue and adjusted EPS guidance, but raised its capital expenditure outlook and lowered its free cash flow outlook, and it announced a consolidation of U.S. chemistries manufacturing that includes closing facilities in St. Louis, Missouri, and Plymouth, Minnesota.
Q1 fiscal 2027 revenue rose 7% to $1.5 billion; Healthcare revenue grew 8% to $1.05 billion.
Free cash flow fell to $279.6 million from $326.5 million; operating cash flow was $367.1 million versus $420.0 million.
Expected pre-tax restructuring charges of $55 million to $70 million, with completion anticipated during fiscal 2030.
Full-year free cash flow outlook cut to about $800 million from $850 million, while capital expenditures are now expected at about $450 million versus $375 million.
Riley Exploration Permian reported second-quarter 2026 revenue of $166 million, up from $85 million a year earlier, and net income of $87 million, or $4.11 per diluted share, compared with $30 million, or $1.44 per share, in the prior-year quarter. The company raised its full-year 2026 oil production guidance and raised its total capital expenditure guidance to $230 million to $242 million, which it said implies about 30% year-over-year oil production growth.
Q2 2026 revenue $166 million vs. $85 million in Q2 2025; net income $87 million vs. $30 million
Net income includes a $69 million non-cash derivative gain; adjusted net income was $33 million, or $1.54 per diluted share
Q2 oil production averaged 21.2 MBbls/d; April and May New Mexico shut-ins reduced Q2 production by about 1.9 MBbls/d, per company estimate
Full-year 2026 total capital expenditure guidance raised to $230 million to $242 million; Q3 oil production guided to 25.1 to 26.1 MBbls/d
Cognex reported second-quarter 2026 revenue of $291 million, up 17% from a year earlier, and GAAP net income per diluted share of $0.43 versus $0.24. The company also issued third-quarter and full-year 2026 guidance, with full-year revenue of $1,130 million to $1,150 million, and declared a quarterly dividend of $0.085 per share. The strong profit growth and the dividend are the main points for shareholders.
Revenue was $291 million versus $249 million in Q2 2025; GAAP operating margin was 29.4% versus 17.4%.
GAAP diluted EPS was $0.43 versus $0.24; adjusted diluted EPS was $0.45 versus $0.25.
Full-year 2026 guidance: revenue of $1,130 million to $1,150 million and adjusted diluted EPS of $1.64 to $1.68.
Quarterly dividend of $0.085 per share, payable September 3, 2026, to holders of record on August 20, 2026.
Excelerate Energy reported second-quarter 2026 revenue of $329.3 million and net income of $50.1 million, up from $20.8 million a year earlier but flat with the first quarter. The company raised and narrowed its full-year 2026 Adjusted EBITDA outlook to $490 million to $515 million and increased its quarterly dividend by about 13 percent to $0.09 per share.
Q2 2026 revenue was $329.3 million, down from $433.4 million in Q1 2026 and up from $204.6 million in Q2 2025.
Adjusted EBITDA was $120.1 million, compared with $122.2 million in Q1 2026 and $107.1 million in Q2 2025.
2026 Adjusted EBITDA guidance is now $490 million to $515 million; growth capital guidance rose to $380 million to $400 million.
The quarterly dividend rises to $0.09 per share, payable September 3, 2026, to holders of record on August 19, 2026.
TWFG reported second-quarter 2026 revenue of $87.5 million, up 45.1% from a year earlier, and net income of $17.3 million, up from $9.0 million. The company also raised its full-year 2026 outlook for total revenues, organic revenue growth and Adjusted EBITDA Margin, and it repurchased about $43.3 million of stock under its $50 million program.
Q2 2026 total revenues rose 45.1% to $87.5 million from $60.3 million; net income rose to $17.3 million from $9.0 million.
Diluted EPS was $0.18 for Q2 2026, compared with $0.13 a year earlier.
Full-year 2026 total revenue guidance was raised to $300-$320 million from $285-$300 million.
About $43.3 million of the $50 million buyback had been used as of June 30, 2026, leaving about $7.1 million available.
Satellogic reported second-quarter 2026 revenue of $15.9 million, up 259% from $4.4 million a year earlier, and its first quarter of positive operating income, at $0.3 million. The net loss widened to $20.0 million from $6.7 million, mainly because of a $19.7 million non-cash charge tied to changes in the fair value of financial instruments, which the company says does not reflect underlying operations.
Revenue was $15.9 million, up from $4.4 million; Space Systems contributed $8.8 million and Data & Analytics $7.1 million.
Operating income was $0.3 million, compared with an operating loss of $6.3 million a year earlier.
Net loss was $20.0 million, including a $19.7 million non-cash fair value charge; adjusted EBITDA was positive $2.8 million.
Cash and cash equivalents were $112.8 million at June 30, 2026; secured convertible note principal fell to $18.0 million after a $12.0 million conversion.
MetLife reported results for the quarter ended June 30, 2026, with adjusted earnings up 15% to $1.6 billion and adjusted earnings per share up 20% to $2.43. Net income rose 1% to $705 million, or $1.09 per share, and premiums, fees and other revenues grew 7% to $13.7 billion. The board also approved a new $3.0 billion authorization to repurchase common stock.
Adjusted earnings rose 15% to $1.6 billion ($1,573 million); adjusted earnings per share rose 20% to $2.43.
Net income rose 1% to $705 million, or $1.09 per share, up 6% on a per-share basis.
Premiums, fees and other revenues rose 7% to $13.7 billion; net investment income rose 18% to $6.7 billion.
On August 5, 2026, the board approved a new $3.0 billion common stock repurchase authorization.
Horace Mann reported second-quarter 2026 net income of $41.6 million, or $1.01 per diluted share, up from $29.4 million a year earlier. The company also raised its full-year 2026 core EPS guidance to $4.60-$4.90, citing first-half results.
Q2 net income $41.6 million, up 41.5% from $29.4 million; core earnings $48.2 million, or $1.17 per diluted share, up from $1.06
Q2 total revenues $443.5 million, up 7.7% from $411.7 million
Property & Casualty segment Q2 combined ratio of 89.6%, improved more than 7 points over prior year
Q2 non-core earnings include an ($8.1) million out-of-period correction to net investment income tied to private debt securities
Cadre Holdings reported second-quarter 2026 net sales of $207.1 million, up from $157.1 million a year earlier, and raised its full-year 2026 guidance. GAAP net income fell to $11.4 million, or $0.26 per diluted share, from $12.2 million, or $0.30, mainly due to higher contingent consideration expense, compensation expense and adverse foreign currency effects.
Q2 net sales of $207.1 million vs. $157.1 million in Q2 2025; adjusted EBITDA of $42.0 million vs. $27.0 million
Q2 net income of $11.4 million ($0.26 per diluted share) vs. $12.2 million ($0.30) a year earlier
2026 guidance raised to net sales of $749 million to $769 million (previously $736 million to $758 million) and adjusted EBITDA of $139 million to $144 million (previously $136 million to $141 million)
Total debt rose to $374.3 million at June 30, 2026 from $307.3 million at December 31, 2025; quarterly dividend of $0.10 per share payable August 14, 2026
Western Midstream Partners reported second-quarter 2026 net income attributable to limited partners of $394.9 million, or $0.99 per diluted unit, up from $0.87 a year earlier, and record Adjusted EBITDA of $736.5 million, up 19% from the prior-year period. The partnership raised the midpoints of its full-year 2026 Adjusted EBITDA, Distributable Cash Flow, and Free Cash Flow guidance, citing the Brazos Delaware acquisition and higher commodity prices, which points to higher expected cash generation for unitholders.
Q2 2026 total revenues and other were $1.22 billion, compared with $942.3 million in Q2 2025.
Full-year 2026 Adjusted EBITDA guidance is $2.750 billion to $2.950 billion, a midpoint increase of $250 million, or 10%.
Distributable Cash Flow guidance is $2.050 billion to $2.250 billion, and Free Cash Flow guidance is $1.100 billion to $1.300 billion.
The Q2 distribution of $0.930 per unit is unchanged from the prior quarter and is payable August 14, 2026; Q2 Free Cash Flow after distributions was negative $111.0 million.
Herbalife reported second-quarter 2026 net sales of $1.3 billion, up 5.4% year over year and at the top of its guidance range, but posted a net loss attributable to Herbalife of $(26.3) million due mainly to a $94.6 million loss on debt extinguishment. The company narrowed its full-year adjusted EBITDA guidance to $670 million to $690 million, citing foreign exchange headwinds, and said CFO John DeSimone will retire at year-end with Scott Schaefer succeeding him.
Q2 net sales of $1.3 billion, up 5.4% year over year; adjusted EBITDA of $166.6 million.
Net loss attributable to Herbalife of $(26.3) million, compared with net income of $49.3 million in Q2 2025; diluted loss per share of $(0.25).
Full-year 2026 adjusted EBITDA guidance narrowed to $670 million to $690 million from $675 million to $705 million, primarily reflecting FX headwinds.
CFO John DeSimone retires December 31, 2026; Scott Schaefer, current SVP Finance and Transformation, becomes CFO effective January 1, 2027.
PacBio reported second-quarter 2026 revenue of $39.0 million, down from $39.8 million a year earlier, and a GAAP net loss of $44.7 million, up from $41.9 million. The company also named Mark Van Oene as President and CEO effective August 5, 2026, succeeding Christian Henry, and approved a restructuring that cuts about 8% of its workforce and is expected to lower annualized operating expenses by $30 million to $40 million by the end of 2027.
Q2 2026 revenue of $39.0 million vs. $39.8 million in Q2 2025; GAAP net loss of $44.7 million vs. $41.9 million
Full-year 2026 revenue outlook of $155 million to $165 million
Mark Van Oene became CEO effective August 5, 2026; Christian Henry stepped down and will remain on the Board
Restructuring: about 40 employees (about 8% of workforce) and about $2.0 million in pre-tax charges, expected in Q3 2026
Encompass Health reported second-quarter 2026 net operating revenue of $1.6 billion, up 9.6% from a year earlier, and adjusted earnings per share of $1.55, up 10.7%. The company raised its full-year 2026 guidance for revenue, Adjusted EBITDA and adjusted EPS, and increased its common stock repurchase authorization to $1 billion, which may matter to shareholders because it signals higher expected earnings and more capital returned to shareholders.
Q2 2026 net operating revenue was $1,597.4 million, up from $1,457.7 million, and Adjusted EBITDA was $348.0 million, up from $318.6 million.
Full-year 2026 adjusted EPS guidance was raised to $6.02 to $6.25 from $5.89 to $6.11; Adjusted EBITDA guidance was raised to $1,365 million to $1,395 million from $1,350 million to $1,380 million.
The board approved on July 23, 2026 an increase in the repurchase authorization to $1 billion; $145.8 million was repurchased year to date and about $188 million remained under the prior authorization as of June 30, 2026.
Adjusted free cash flow was $177.0 million in the quarter, down 4.8% from $185.9 million a year earlier.
Enact Holdings reported second-quarter 2026 net income of $175 million, or $1.25 per diluted share, up from $168 million, or $1.11 per diluted share, a year earlier. The company raised its full-year 2026 capital return guidance to between $550 million and $600 million, and declared a $0.24 quarterly dividend.
Net income was $175 million, or $1.25 per diluted share, versus $168 million, or $1.11, in Q2 2025 and $168 million, or $1.18, in Q1 2026.
Adjusted operating income was $177 million, or $1.26 per diluted share; the loss ratio was 14% and the expense ratio was 21%.
Full-year 2026 capital return guidance was raised to $550 million to $600 million; about $345 million remains of a $500 million buyback authorization as of July 31, 2026.
Quarterly dividend of $0.24 per share is payable September 17, 2026, to holders of record on August 20, 2026.
LTC Properties reported second-quarter 2026 revenue of $98.9 million, up from $60.2 million a year earlier, and net income available to common stockholders of $29.5 million, or $0.56 per diluted share, versus $0.32 a year earlier. The company raised its full-year 2026 diluted EPS guidance to $8.08 to $8.10 and lifted its 2026 investment guidance mid-point to $900 million, while keeping its Core FFO per share mid-point unchanged.
Q2 2026 total revenues $98.9 million vs. $60.2 million in Q2 2025; diluted EPS $0.56 vs. $0.32
Diluted Core FFO per share $0.68 in both quarters; diluted Core FAD per share $0.70 vs. $0.71
2026 diluted EPS guidance raised to $8.08 to $8.10, reflecting anticipated gains on planned dispositions; total 2026 dispositions and payoffs now projected at $730 million
Full-year 2026 Core FFO per share guidance narrowed to $2.76 to $2.78 with mid-point unchanged
Crane NXT reported second-quarter 2026 sales of $493.2 million, up 22% from a year earlier, with GAAP earnings of $0.61 per diluted share versus $0.43 a year earlier. The company raised its full-year 2026 adjusted EPS guidance to $4.22 to $4.42 from $4.10 to $4.40, and reported net income of $35.4 million, up 42.2%, which matters to shareholders because it signals higher expected earnings for the year.
Second-quarter sales of $493.2 million, up 22%; organic sales growth was 2.8%, and acquisitions added $74.6 million.
GAAP EPS of $0.61 versus $0.43 a year earlier; adjusted EPS of $1.10, up 13% from $0.97.
Full-year 2026 adjusted EPS guidance raised to $4.22 to $4.42 from $4.10 to $4.40.
Quarterly dividend of $0.18 per share, payable September 9, 2026, to holders of record as of August 31, 2026.
Albemarle reported second-quarter 2026 net sales of $1.7 billion, up 31% from a year earlier, and net income attributable to the company of $480 million, or $3.52 per diluted share, compared with a loss of $0.16 per share in the prior-year quarter. The company raised its full-year Specialties net sales and adjusted EBITDA outlook and lowered its full-year capital expenditure forecast to about $500 million, while saying the June 9 fire at Talison CGP3 is expected to have minimal impact on Energy Storage sales volume.
Net sales of $1.7 billion, up 31%; Energy Storage net sales of $1.3 billion, up 78%, driven by higher pricing.
Adjusted EBITDA of $858 million, up 155%; adjusted diluted income per share of $3.75 versus $0.11 a year earlier.
Full-year 2026 Specialties outlook raised to net sales of $1.4 to $1.6 billion and adjusted EBITDA of $275 to $325 million.
Full-year capital expenditures now approximately $500 million; earnings teleconference set for August 6, 2026 at 8:00 AM Eastern.
Biote reported second-quarter 2026 revenue of $44.2 million, down 9.5% from $48.9 million a year earlier, and a net loss of $7.4 million, compared with net income of $3.9 million. The company said the January 2026 voluntary product recall drove the decline and revised its full-year 2026 outlook, now calling for revenue above $175 million and Adjusted EBITDA above $25 million, and delaying its expected return to year-over-year procedure revenue growth.
Q2 2026 revenue was $44.2 million, down 9.5%; procedure revenue fell 13.9% to $30.3 million, tied to the voluntary recall initiated in January 2026
Net loss was $(7.4) million, or $(0.23) per diluted share, versus net income of $3.9 million, or $0.10 per diluted share, in Q2 2025
Adjusted EBITDA was $5.6 million, down from $15.2 million; gross profit margin fell to 65.4% from 71.6%
2026 guidance: revenue above $175 million and Adjusted EBITDA above $25 million; procedure revenue still expected to decline year over year in Q3 and Q4
Universal Corporation reported a net loss attributable to shareholders of $5.0 million, or $0.20 per diluted share, for the quarter ended June 30, 2026, compared with net income of $8.5 million, or $0.34 per share, a year earlier. Revenue fell 12% to $523.8 million, mainly on lower tobacco sales volumes and prices, and operating income dropped to $2.3 million from $33.8 million. The company also reported that shareholders re-elected three directors, approved executive pay on an advisory basis, and ratified Ernst & Young LLP at its August 4, 2026 annual meeting.
Revenue of $523.8 million, down $70.0 million or 12% from $593.8 million; tobacco sales volumes fell 9% and tobacco sales prices fell 6%.
Operating income of $2.3 million versus $33.8 million a year earlier; Ingredients Operations posted a $(0.7) million operating loss versus $1.7 million of operating income.
Total debt was $1.18 billion at June 30, 2026, down $55.5 million from a year earlier; the company cited about $1.1 billion of available liquidity.
At the August 4, 2026 annual meeting, shareholders elected Arthur J. Schick, Jr., Gregory A. Trojan, and Jaqueline T. Williams as directors and ratified Ernst & Young LLP for the fiscal year ending March 31, 2027.
SM Energy reported second-quarter 2026 net income of $1.07 billion, or $4.46 per diluted share, compared with $202 million, or $1.76 per share, a year earlier, on total operating revenues and other income of $2.5 billion. The company raised its second-half 2026 production guidance to 435–440 MBoe/d, kept full-year capital guidance at $2.65–$2.85 billion, and lowered recurring general and administrative guidance by $50 million at the midpoint. It also said it will redeem all $417 million of its 6.625% Senior Notes due 2027, which would retire all Senior Notes due through mid-2028.
Net income of $1,071 million ($4.46 per diluted share) versus $202 million ($1.76) in the second quarter of 2025; total operating revenues and other income were $2.5 billion versus $793 million.
Second-half 2026 production guidance raised to 435–440 MBoe/d from 430 MBoe/d; full-year 2026 capital guidance of $2.65–$2.85 billion was maintained.
Full-year 2026 recurring G&A guidance lowered by $50 million at the midpoint; $137 million returned to stockholders in the quarter through dividends and share repurchases.
Notice of full redemption of the $416,791,000 6.625% Senior Notes due 2027 at 100% of principal plus accrued and unpaid interest.
Alto Ingredients reported second quarter 2026 net income attributable to common stockholders of $11.4 million, or $0.15 per diluted share, compared with a net loss of $11.3 million in the prior-year quarter. The company also established a $50 million at-the-market equity program, which gives it a way to sell new shares to fund future projects if it chooses.
Q2 2026 net sales were $245.7 million, up from $218.4 million; gross profit was $16.6 million versus a gross loss of $1.9 million
Q2 2026 adjusted EBITDA was $23.7 million, compared with negative $0.2 million a year earlier
Company established a $50 million at-the-market equity program; June 30, 2026 borrowing availability was $106 million
Net income for Q2 2026 included $5.1 million in transferable tax credits, net
Global Net Lease reported second-quarter 2026 revenue of $112.5 million, down from $124.9 million a year earlier, and AFFO of $45.7 million, or $0.22 per share, versus $0.24 in the prior-year quarter. The company raised its full-year 2026 AFFO per share guidance to $0.82-$0.85 from $0.80-$0.84, and the net loss narrowed to $7.5 million from $35.1 million, but the results also reflect prior asset sales and the guidance includes the pending Modiv acquisition.
Q2 2026 revenue was $112.5 million versus $124.9 million in Q2 2025, which the company attributed mainly to prior asset dispositions
Net loss attributable to common stockholders was $7.5 million, or $0.04 per share, compared with $35.1 million, or $0.16 per share, a year earlier
Full-year 2026 AFFO per share guidance was raised to $0.82-$0.85 from $0.80-$0.84, and gross transaction volume guidance rose to $700 million-$800 million from $250 million-$350 million
Modiv Industrial acquisition is expected to close in mid-August 2026, subject to a Modiv shareholder vote scheduled for August 10, 2026
Tutor Perini reported record second-quarter 2026 revenue of $1.6 billion, up 19% from a year earlier, and diluted EPS of $1.23 versus $0.38. The company raised its 2026 adjusted EPS guidance to $5.15 to $5.45 from $4.90 to $5.30 and increased its quarterly dividend 50% to $0.09 per share. The filing says a $27.5 million decline in share-based compensation expense helped second-quarter results.
Revenue $1.6 billion, up 19% from $1.4 billion; income from construction operations $117.7 million, up 54%
Diluted EPS $1.23 versus $0.38; adjusted EPS $1.74 versus $1.41
2026 adjusted EPS guidance raised to $5.15 to $5.45 from $4.90 to $5.30
Quarterly dividend raised to $0.09 per share from $0.06, payable September 3, 2026, to holders of record on August 19, 2026
Solventum reported second-quarter 2026 net sales of $2.2 billion, up 2.2% reported and 9.5% organic, with GAAP diluted EPS of $0.53 and adjusted diluted EPS of $2.55. The company raised its full-year 2026 guidance for organic sales growth, adjusted EPS and free cash flow, and announced its intent to separate the Health Information Systems segment. GAAP results were weaker in some areas, including a GAAP operating margin of 8.2% versus 9.9% a year earlier.
Q2 net sales of $2.2 billion, up 2.2% reported and 9.5% organic; GAAP diluted EPS $0.53 vs. $0.51 a year earlier
Adjusted diluted EPS of $2.55 vs. $1.69 in Q2 2025, a 50.9% increase
2026 adjusted EPS guidance raised to $7.10 to $7.20, from the upper end of the prior $6.40 to $6.60 range
Intent to separate Health Information Systems segment; six-month net income was $105 million, down 53.7%
Evolus reported second-quarter 2026 total net revenues of $84.1 million, up 21% from the prior year, and a net loss of $8.1 million, narrower than the $17.1 million loss a year earlier. The company raised its full-year 2026 net revenue guidance to $330 million to $337 million, lifting the low end of its prior $327 million to $337 million range, while its adjusted EBITDA reached $4.7 million, compared with a loss of $7.9 million a year earlier.
Q2 2026 total net revenues of $84.1 million, up 21% from $69.4 million in Q2 2025
Q2 2026 net loss of $8.1 million, or $0.12 per share, versus $17.1 million, or $0.27 per share, a year earlier
Full-year 2026 net revenue guidance raised to $330 million to $337 million from $327 million to $337 million
GAAP loss from operations of $4.5 million; cash and cash equivalents of $45.2 million as of June 30, 2026
Solaris Energy Infrastructure reported second quarter 2026 revenue of $219.4 million, up 12% from the first quarter, and raised its third quarter 2026 Adjusted EBITDA guidance to $90-105 million. GAAP diluted earnings per share fell to $0.26 from $0.32 in the first quarter and $0.30 a year earlier, and the company recorded a $14.8 million loss on debt extinguishment, so shareholders see higher sales and guidance alongside lower per-share profit.
Q2 2026 revenue of $219.4 million, up 12% from Q1 2026; net income of $25.2 million and diluted EPS of $0.26, versus $0.32 in Q1 2026 and $0.30 in Q2 2025
Adjusted EBITDA of $108.3 million, up 30% from Q1 2026; adjusted pro forma diluted EPS of $0.39 versus $0.44 in Q1 2026
Q3 2026 Adjusted EBITDA guidance raised to $90-105 million from $80-95 million; Q4 2026 guidance set at $100-120 million
Quarterly dividend of $0.12 per share, payable September 25, 2026, to holders of record as of September 15, 2026
Mueller Water Products reported fiscal third-quarter 2026 results for the period ended June 30, 2026, with net sales up 4.1% to $395.9 million and net income of $67.3 million, or $0.43 per diluted share, compared with $0.33 a year earlier. The company raised its fiscal 2026 adjusted EBITDA guidance to between $367 million and $372 million, which signals higher expected profitability for shareholders.
Net sales rose 4.1% to $395.9 million, from $380.3 million in the prior-year quarter, mainly on higher pricing
Net income per diluted share was $0.43, up from $0.33; adjusted net income per diluted share was $0.50, up from $0.34
Adjusted EBITDA rose 24.3% to $107.4 million; fiscal 2026 adjusted EBITDA guidance is now $367 million to $372 million
The company repurchased $10.0 million of common stock in the quarter
The Pennant Group reported second-quarter 2026 results, with revenue up 35.8% year over year and GAAP diluted EPS of $0.25 versus $0.20 a year earlier. The company updated its full-year 2026 guidance, and its CEO said results put it on pace to exceed the top end of its original full-year guidance.
Q2 2026 total revenue was $298.0 million, up $78.5 million or 35.8% from the prior-year quarter.
Net income attributable to Pennant was $9.1 million, up 28.2%; GAAP diluted EPS was $0.25 versus $0.20; adjusted diluted EPS was $0.36 versus $0.27.
Updated 2026 guidance: revenue of $1,171.1 million to $1,190.1 million and adjusted diluted EPS of $1.34 to $1.41.
A conference call and webcast is scheduled for August 6, 2026 at 10:00 a.m. Mountain time.
MiniMed Group's senior vice president, general counsel and corporate secretary, Courtney Nelson Wills, has resigned after an eight-week transition period, with her departure effective September 25, 2026. The company says the exit is for personal reasons, not a disagreement, and that it is searching for a successor.
Courtney Nelson Wills notified MiniMed of her resignation on July 30, 2026
Resignation takes effect September 25, 2026, after an 8-week transition period
She is leaving to take a role outside the medical device space; the filing cites no disagreement with MiniMed
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