1,989 material Form 8-K filings that 1,593 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).
Marcus & Millichap reported preliminary second quarter 2026 results, with total revenue up 17.8% to $202.9 million from $172.3 million a year earlier. Net income was $3.9 million, or $0.10 per diluted share, compared with a net loss of $11.0 million, or $0.28 per share, in the second quarter of 2025. The company has not yet filed its Form 10-Q, so the results remain subject to change.
Total revenue rose 17.8% to $202.9 million; real estate brokerage commissions rose 18.1% to $167.0 million.
Net income was $3.9 million, or $0.10 per diluted share, versus a net loss of $11.0 million, or $0.28 per share, a year earlier.
Cost of services rose to 62.4% of total revenue, up 50 basis points, which the company attributed to higher commissions for senior investment sales and financing professionals.
The Board declared a semi-annual dividend of $0.25 per share on July 31, 2026, payable October 6, 2026; about $90.1 million remained under the repurchase program as of August 3, 2026.
TTM Technologies reported second quarter 2026 net sales of $1.0 billion, up 37% from $730.6 million a year earlier, with GAAP net income of $83.0 million, or $0.77 per diluted share, versus $0.40 a year earlier. The company also guided third quarter net sales to $1.10 billion to $1.14 billion and non-GAAP EPS to $1.21 to $1.27, and expects full-year 2026 net sales of about $4.4 billion, with non-GAAP EPS approaching $5.00, excluding pending acquisitions.
Q2 2026 net sales were $1.0 billion, up 37% from $730.6 million; GAAP net income was $83.0 million, or $0.77 per diluted share, versus $41.5 million, or $0.40, a year earlier
Non-GAAP net income was $106.9 million, or $0.99 per diluted share, compared with $0.58 in Q2 2025; adjusted EBITDA was $166.8 million, or 16.6% of net sales
Q3 2026 guidance: net sales of $1.10 billion to $1.14 billion and non-GAAP EPS of $1.21 to $1.27 per diluted share
Full-year 2026 outlook: net sales of about $4.4 billion and non-GAAP EPS approaching $5.00; guidance excludes pending acquisitions of Swiss Technology Group AG and ILFA GmbH
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
EPAM reported second-quarter 2026 revenue of $1.415 billion, up 4.5% year over year, with GAAP diluted EPS of $1.97 (up 26.3%) and non-GAAP diluted EPS of $3.38 (up 22.0%). The company updated its full-year 2026 outlook, now expecting GAAP diluted EPS of $8.22 to $8.38 and non-GAAP diluted EPS of $13.08 to $13.24, and gave third-quarter revenue guidance of $1.410 billion to $1.425 billion.
Q2 2026 revenue was $1.415 billion, up 4.5%; organic constant currency growth was 3.4%
GAAP income from operations rose 20.4% to $152.2 million; non-GAAP income from operations rose 14.7% to $232.7 million
Full-year 2026 revenue growth guidance is 3.2% to 4.2%, with organic constant currency growth of 2.0% to 3.0%
Cash used in operating activities was $38.8 million in the first six months of 2026, versus $77.4 million provided a year earlier; share repurchases totaled $409.0 million year to date
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.
Hudson Technologies said the U.S. Defense Logistics Agency has re-awarded it the IDIQ contract that was previously rescinded during a bid protest. The initial term runs through August 4, 2031 and is valued at $210 million, and the DLA holds an option to extend it through July 31, 2036.
Initial contract term runs through August 4, 2031 and is valued at $210 million.
DLA holds a five-year option to extend the term through July 31, 2036.
The DLA had rescinded the October 2025 award after an unsuccessful bidder filed a protest in January 2026; Hudson has been DLA prime contractor since 2016.
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.
CPS Technologies reported fiscal second-quarter 2026 revenue of $8.3 million, up from $8.1 million a year earlier, but swung to an operating loss of $(0.2) million from a $0.1 million operating profit, and gross margin fell to 14.8 percent from 16.5 percent. The company also completed a secondary offering with gross proceeds of $9.6 million to fund growth and its planned move to a new facility.
Revenue was $8.3 million versus $8.1 million in the prior-year quarter.
Gross margin was 14.8 percent versus 16.5 percent a year earlier; SG&A expenses rose approximately $0.3 million year over year.
Operating loss was $(0.2) million versus an operating profit of $0.1 million; net income was just under $40,000, or $0.00 per diluted share.
A secondary offering raised gross proceeds of $9.6 million.
Rush Enterprises' Canadian subsidiary, RTC-Canada, and the company as guarantor amended two credit agreements with Bank of Montreal, both effective August 4, 2026. The amendments extend the expiration dates to December 31, 2029, and one amendment removes a $20.0 million CAD accordion feature that RTC-Canada said it does not need.
Second amendment to the BMO Revolving Lease and Rental Credit Agreement extends expiration to December 31, 2029
The $20.0 million CAD accordion feature is removed because RTC-Canada determined it does not need it
Fifth amendment to the Amended and Restated BMO Wholesale Financing and Security Agreement (floor plan credit) extends expiration to December 31, 2029
Both amendments were effective August 4, 2026; the filing was dated August 5, 2026
On August 5, 2026, Apogee Enterprises' Board elected Joseph B. Hayek and Suresh Krishna as independent directors, both determined to be independent under Nasdaq and company standards. Committee assignments have not yet been determined and will be disclosed by amendment if required.
Joseph B. Hayek, 54, elected Class II director with term expiring at the 2027 Annual Meeting; he is former CEO of Worthington Enterprises' role as President and CEO since November 2024
Suresh Krishna, 57, elected Class III director with term expiring at the 2028 Annual Meeting; he has been President and CEO of Proto Labs since May 2025
Each director receives the $75,000 annual cash retainer and a restricted stock award of 2,454 shares vesting in three equal annual installments; APOG closed at $42.96 on August 5, 2026
Twist Bioscience priced an upsized public offering of 3,125,000 common shares at $96.00 per share on August 4, 2026, for expected gross proceeds of $300.0 million. On August 5, 2026, the underwriters exercised in full their option to buy 468,750 additional shares, and the company expects net proceeds of about $327.1 million, with closing expected on or about August 6, 2026. The company says it will use the proceeds, together with existing cash, for research and development, manufacturing capacity expansion, product offerings, and working capital.
Priced 3,125,000 shares at $96.00 per share, with expected gross proceeds of $300.0 million (August 4, 2026)
Underwriters exercised in full their option to purchase 468,750 additional shares at $96.00 per share (August 5, 2026)
Expected net proceeds of about $327.1 million, including the option shares; closing expected on or about August 6, 2026
Offering made under a Form S-3 automatic shelf registration filed June 18, 2026; Goldman Sachs, William Blair, Leerink Partners and Guggenheim are the underwriters
CF Industries reported second-quarter 2026 net sales of $2.2 billion, up from $1.9 billion a year earlier, and net earnings attributable to common stockholders of $727 million, up from $386 million. Adjusted EBITDA rose to $1.2 billion from $761 million, and the company said its Yazoo City Complex remains offline and is expected to resume operations in the first half of 2027, which affects its 2026 ammonia output.
Q2 2026 net earnings attributable to common stockholders were $727 million, or $4.73 per diluted share, versus $386 million, or $2.37 per diluted share, in Q2 2025.
Q2 2026 net sales were $2.2 billion ($2,222 million) versus $1.9 billion in Q2 2025; gross margin was 51.5% versus 39.9%.
The company returned $302 million to shareholders in Q2 2026, including about 2 million shares repurchased for $225 million, and declared a quarterly dividend of $0.60 per share, a 20% increase over the prior quarterly dividend.
Gross ammonia production for 2026 is expected to be about 9.5 million tons, including the impact of the Yazoo City outage that followed an incident in November 2025.
Compass Minerals said Patrick Merrin ceased to serve as Chief Operations Officer effective August 3, 2026, and appointed Brandon Risner as Chief Operating Officer. Under an offer letter signed August 3, Risner will receive a $450,000 base salary, a target annual bonus of 70% of base salary, and a target annual equity award of $600,000. CEO Edward Dowling said Risner will also lead operations in the Salt segment.
Patrick Merrin's departure took effect August 3, 2026.
Risner's base salary is $450,000, with a target bonus of 70% of base salary tied to pre-established performance goals.
Risner joined the company in December 2020 and was most recently vice president of operations, Ogden and C&I, since August 2024.
The offer letter is filed as Exhibit 10.1, and the appointment was announced in a press release dated August 5, 2026.
AbbVie agreed on August 4, 2026 to sell $9.93 billion in net proceeds of senior notes across eight series maturing from 2028 to 2066. The company says it will use the proceeds to fund part of the cash payments for its acquisition of Apogee Therapeutics and for general corporate purposes, including debt repayment or repurchase. The offering adds debt to the balance sheet, but it also reduces commitments under a $10.0 billion term loan facility that was arranged for the Apogee deal.
Eight series of notes totaling $9.93 billion in estimated net proceeds, including $1.5 billion of 4.875% notes due 2031 and $1.5 billion of 5.300% notes due 2036
Proceeds are expected to fund part of the cash payments for the Apogee Therapeutics acquisition
Closing is expected on August 18, 2026, subject to customary closing conditions
Net proceeds will reduce commitments under the $10.0 billion 364-Day delayed draw term loan facility
Nine Energy Service reported second quarter 2026 revenue of $141.8 million, up sequentially and within its guidance range, but adjusted EBITDA of $8.6 million fell below its guidance range and the company posted a net loss of $(4.9) million, or $(0.35) per diluted share. The CEO said two large-diameter coiled tubing units, about 17% of that fleet, were taken out of service for maintenance, and it expects third-quarter revenue and profitability to be flat to modestly down from the second quarter.
Q2 2026 revenue $141.8 million; net loss $(4.9) million, or $(0.35) per diluted share; adjusted EBITDA $8.6 million, below guidance
Two large-diameter coiled tubing units (about 17% of that fleet) were out of service; one returned early in Q3, the other is expected back near year-end
Q3 2026 revenue and profitability expected flat to modestly down versus Q2; full-year capital expenditures guidance unchanged at $20 to $30 million
Total liquidity of $46.8 million as of June 30, 2026, including $97.3 million of revolver borrowings
Royal Gold reported second-quarter 2026 revenue of $450.5 million, up from $209.6 million a year earlier, and net income of $236.4 million ($2.78 per share), up from $132.3 million. The company also reported record operating cash flow of $335.2 million and said copper and other metals sales are trending around or above the top of their 2026 guidance ranges.
Revenue of $450.5 million versus $209.6 million in the prior year period; net income of $236.4 million ($2.78 per share) versus $132.3 million
Record operating cash flow of $335.2 million versus $152.8 million in the prior year period
Repaid $200 million on the revolving credit facility and repurchased 147,205 shares for $30 million; 84,673,027 shares outstanding as of June 30, 2026
Copper and other metals sales trending around or above the top end of 2026 guidance ranges; other guided metrics within ranges
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.
Chiron Real Estate reported second-quarter 2026 net income attributable to common stockholders of $63.3 million, or $4.78 per diluted share, against a net loss of $0.8 million a year earlier. The result was driven by a $71.9 million gain on sale of investment properties, while FFO and Core FFO per share both declined from the prior-year quarter, so the gain largely accounts for the profit swing.
Net income attributable to common stockholders of $63.3 million, or $4.78 per diluted share, versus a net loss of $0.8 million, or $0.06 per share, a year earlier
FFO fell to $0.88 per share and unit from $0.98; Core FFO fell to $1.04 from $1.14
Total revenue rose to $39.7 million from $38.0 million; a $71.9 million gain on sale of investment properties was recorded in the quarter
Seven Inpatient Rehabilitation Facilities sold in June 2026 for $217 million to a joint venture in which Chiron retains a 15% equity interest
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
Diodes reported second-quarter 2026 results on August 5, 2026, with revenue of $445.5 million, up from $366.2 million a year earlier, and GAAP net income of $46.6 million, or $1.00 per diluted share, compared with $0.99 a year earlier. The company guided to third-quarter revenue of about $510 million and non-GAAP adjusted EPS of $1.05, and said the second-quarter results remain preliminary and unaudited until its Form 10-Q is filed.
Q2 2026 revenue was $445.5 million, up from $366.2 million in Q2 2025 and $405.5 million in Q1 2026.
GAAP net income was $46.6 million, or $1.00 per diluted share, versus $0.99 in Q2 2025; non-GAAP adjusted EPS was $0.70 versus $0.32, excluding an $18.7 million gain on investments.
Q3 2026 outlook: revenue of about $510 million plus or minus 3 percent, GAAP gross margin of 35.0 percent plus or minus 1 percent, and non-GAAP adjusted EPS of $1.05 plus or minus $0.10.
As of June 30, 2026, cash, restricted cash and short-term investments were about $442 million and total debt was about $40 million.
Valaris reported second quarter 2026 total operating revenues of $539 million and net income of $47 million, compared with $465 million of revenue and a net loss of $18 million in the first quarter. Adjusted EBITDA rose to $97 million from $67 million, though the company said Middle East conflicts reduced it by about $30 million. The company also said it will not hold earnings calls or update forward-looking guidance while its pending business combination with Transocean is completed.
Total operating revenues $539 million, up from $465 million in Q1 2026
Net income $47 million versus a net loss of $18 million in Q1 2026; diluted EPS $0.72 versus $(0.24)
Adjusted EBITDA $97 million, including about $30 million of negative impacts from Middle East conflicts
Pending Transocean business combination expected to close in Q4 2026; no future earnings calls or guidance updates planned
BioAge Labs reported second quarter 2026 results with a net loss of $26.1 million, or $0.58 per share, up from $21.6 million, or $0.60 per share, a year earlier. Collaboration revenue was flat at $2.4 million, while research and development expenses rose to $24.4 million, driven mainly by the QUELL-CV trial of BGE-102. The company had about $381.3 million in cash, cash equivalents, and marketable securities at June 30, 2026, and said that is enough to fund operations through 2029.
Net loss was $26.1 million for the quarter ended June 30, 2026, versus $21.6 million a year earlier; loss per share was $0.58 versus $0.60.
Research and development expenses rose $4.6 million to $24.4 million, mainly from a $7.9 million increase in BGE-102 program costs tied to QUELL-CV.
General and administrative expenses were $7.4 million, compared with $7.3 million a year earlier.
Cash, cash equivalents, and marketable securities totaled about $381.3 million as of June 30, 2026, which the company says will fund operations through 2029.
Chord Energy reported second quarter 2026 results, with net income of $525.2 million, or $9.28 per diluted share, compared with a net loss of $389.9 million in the year-earlier quarter. The company also declared a $1.30 per share base dividend and repurchased $147.4 million of stock, while updating its 2026 outlook, including a higher full-year lease operating expense midpoint of $10.30 per barrel of oil equivalent. Full-year capital spending and oil volume midpoints were left unchanged.
Net income was $525.2 million ($9.28 per diluted share) versus a net loss of $389.9 million in 2Q25; adjusted diluted EPS was $6.44 versus $1.79 a year earlier and $4.56 in 1Q26
Oil, NGL and natural gas revenues were $1,494.3 million versus $950.3 million in 2Q25; adjusted EBITDA was $923.5 million versus $547.2 million
Full-year 2026 guidance: approximately $3.0 billion adjusted EBITDA and $1.3 billion adjusted free cash flow; LOE midpoint raised to $10.30 per BOE; 4Q26 oil volumes expected to decline from 3Q26
Base dividend of $1.30 per share payable September 4, 2026 to holders of record as of August 20, 2026
Hennessy Advisors reported results for its fiscal third quarter ended June 30, 2026, with revenue up 4.2% to $8.4 million. Net income fell 5.7% to $2.0 million, which the company attributed mainly to the early redemption of its notes payable, and diluted EPS was $0.25 versus $0.26 a year earlier. The company also declared a $0.15 per share quarterly dividend, payable September 3, 2026.
Total revenue of $8,390,476, up 4.2% from $8,054,259 a year earlier, driven by higher average assets under management
Net income of $1,999,148, down 5.7%, mainly from the early redemption of $40.25 million in notes payable ahead of their December 31, 2026 maturity
Diluted EPS of $0.25 versus $0.26 in the prior-year quarter; total assets under management of $4.4 billion, up 2.6%
Quarterly cash dividend of $0.15 per share, payable September 3, 2026, to holders of record on August 20, 2026
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.
Atmos Energy reported third-quarter fiscal 2026 results for the quarter ended June 30, 2026, with diluted earnings of $7.33 per share on net income of $1.2 billion. The company reaffirmed its fiscal 2026 EPS guidance of $8.40 to $8.50 and declared a quarterly dividend of $1.00 per share, which it says implies a 14.9% increase in the annual dividend over fiscal 2025.
Q3 fiscal 2026 diluted EPS of $7.33 on net income of $1.2 billion
Fiscal 2026 EPS guidance reaffirmed at $8.40 to $8.50 per diluted share
Fiscal 2026 capital expenditures expected to be approximately $4.2 billion; Q3 capital expenditures were $3.1 billion
Quarterly dividend declared at $1.00 per share; indicated fiscal 2026 annual dividend of $4.00, up 14.9% over fiscal 2025
Heritage Insurance Holdings reported second-quarter 2026 net income of $61.7 million, up 28.5% from $48.0 million a year earlier, and diluted EPS of $2.05 versus $1.55. Total revenue rose 3.0% to $214.2 million, while gross premiums written fell 5.5%, and the net combined ratio improved to 64.9% from 72.9%. Results were helped by lower losses and favorable prior-year loss development, and the company repurchased $24.6 million of stock in 2026 year to date.
Q2 2026 net income of $61.7 million, up 28.5%; diluted EPS of $2.05 versus $1.55 in Q2 2025
Total revenue up 3.0% to $214.2 million; gross premiums written down 5.5% to $388.4 million
Net combined ratio improved 8.0 points to 64.9%; net favorable prior-year loss development of $23.4 million
Board suspended the quarterly dividend; new $50.0 million share repurchase program authorized May 7, 2026
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.
CACI reported results for its fiscal fourth quarter and full year ended June 30, 2026, with full-year revenue of $9.6 billion, up 10.9%, and diluted EPS of $24.16, up 8.2%. The company also issued fiscal 2027 guidance calling for revenue of $10.65 billion to $10.85 billion and adjusted diluted EPS of $32.96 to $33.86.
Fiscal 2026 revenue was $9.6 billion, up 10.9%; diluted EPS was $24.16, up 8.2%.
Fourth-quarter revenue was $2.7 billion, up 17.6%, while fourth-quarter diluted EPS was $7.05, down 1.3%.
Fiscal 2027 guidance: revenues $10,650 million to $10,850 million; adjusted diluted EPS $32.96 to $33.86; free cash flow at least $900 million.
Total backlog was $32.0 billion as of June 30, 2026, compared with $31.4 billion a year earlier.
CF Industries reported second-quarter 2026 net earnings of $727 million, or $4.73 per diluted share, up from $386 million, or $2.37 per share, a year earlier, on net sales of $2.22 billion versus $1.89 billion. The company also declared a quarterly dividend of $0.60 per share, a 20% increase, and repurchased $230 million of stock in the quarter, though lower sales volumes and the extended Yazoo City outage weighed on results.
Q2 2026 net earnings of $727 million ($4.73 per diluted share) vs. $386 million ($2.37) in Q2 2025
First half 2026 net earnings of $1.34 billion, including a gain of approximately $170 million from a litigation settlement
Quarterly dividend raised to $0.60 per share, a 20% increase over the prior quarterly dividend
Q2 2026 sales volumes fell 15% year over year; full-year 2026 gross ammonia production expected at about 9.5 million tons
Victory Capital reported record second-quarter 2026 results, with revenue up 24.0% year over year to $435.4 million and GAAP net income of $139.4 million, or $1.68 per diluted share, compared with $58.7 million, or $0.68, a year earlier. Long-term net inflows were $4.2 billion for the quarter, and the board approved a regular quarterly cash dividend of $0.50 per share.
Q2 2026 revenue of $435.4 million, up 12.2% from $388.0 million in Q1 2026 and up 24.0% from $351.2 million in Q2 2025
GAAP net income of $139.4 million and diluted EPS of $1.68, versus $112.1 million and $1.33 in Q1 2026
Adjusted net income with tax benefit of $182.9 million, or $2.21 per diluted share; Adjusted EBITDA margin of 55.8%
Quarterly dividend of $0.50 per share payable September 25, 2026, to holders of record on September 10, 2026
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.
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.
Centrus Energy reported second quarter 2026 revenue of $176.1 million, up 14% from $154.5 million a year earlier, but GAAP net income fell to $16.8 million from $28.9 million, or $0.77 per diluted share versus $1.59. Non-GAAP adjusted net income rose to $38.7 million from $34.5 million, and the company updated some full-year 2026 guidance, including total revenue of $450 million to $500 million.
Q2 2026 revenue of $176.1 million vs. $154.5 million in Q2 2025; LEU segment revenue rose 22% to $153.4 million.
GAAP net income of $16.8 million ($0.85 basic, $0.77 diluted EPS) vs. $28.9 million in Q2 2025, driven by higher SG&A and advanced technology costs.
Adjusted net income of $38.7 million vs. $34.5 million; adjusted diluted EPS of $1.77 vs. $1.90.
2026 guidance: total revenue of $450 million to $500 million and total capital deployment of $350 million to $500 million.
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
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.
Murphy USA reported second-quarter 2026 net income of $209.1 million, or $11.27 per diluted share, up from $145.6 million, or $7.36 per share, a year earlier. Adjusted EBITDA rose to $377.3 million from $286.0 million, and total operating revenues increased to $6.81 billion from $5.01 billion. Management expects 2026 net income of about $636 million and Adjusted EBITDA of about $1.25 billion, assuming second-half fuel margins average 35 cents per gallon, compared with 37.9 cents in the first half.
Q2 2026 net income was $209.1 million ($11.27 diluted EPS), versus $145.6 million ($7.36) in Q2 2025.
Total fuel contribution rose to 40.6 cents per gallon from 32.0 cents; total merchandise contribution rose 4.0% to $227.4 million.
Full-year 2026 outlook: net income of about $636 million and Adjusted EBITDA of about $1.25 billion, based on a 35 cents per gallon second-half fuel margin assumption.
Several full-year metrics are now expected at the low end of guidance, including merchandise contribution, store operating expenses and SG&A; the tax rate is expected at the higher end, and capital expenditures at the high end.
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.
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.
MKS Inc. reported second quarter 2026 revenue of $1,248 million and GAAP net income of $175 million, or $2.41 per diluted share, with revenue and key profit measures at or above the high end of its guided ranges. The company guided third quarter 2026 revenue to $1,350 million, plus or minus $40 million, and said it made a $100 million voluntary prepayment on its USD term loan B in August 2026.
Q2 2026 total net revenues of $1,248 million, compared with $973 million in Q2 2025 and $1,078 million in Q1 2026
GAAP net income per diluted share of $2.41 for Q2 2026, compared with $0.92 in Q2 2025
Q3 2026 guidance: revenue of $1,350 million plus or minus $40 million; GAAP net income per diluted share of $2.73 plus or minus $0.31
Convertible senior notes became convertible at noteholders' option during Q3 2026 and were classified as short-term debt of $1,399 million at June 30, 2026
Star Group reported its fiscal third quarter ended June 30, 2026, with revenue up 17.2% to $358.1 million, but its net loss widened by $11.4 million to $28.0 million and its Adjusted EBITDA loss grew to $17.7 million. For the nine months, revenue rose 8.3% to $1.7 billion and net income rose $13.9 million to $116.1 million, so the quarterly loss is offset by a stronger year-to-date result for shareholders.
Q3 revenue rose 17.2% to $358.1 million from $305.6 million, while home heating oil and propane gallons sold fell 9.4% to 32.8 million.
Q3 net loss was $28.0 million, or $(0.84) per limited partner unit, versus $(16.6) million, or $(0.48), a year earlier, driven by a $8.6 million unfavorable change in derivative fair value and higher insurance-related expenses of $6.2 milli
Nine-month net income was $116.1 million and Adjusted EBITDA was $189.3 million, up $19.9 million year over year.
Management will host a webcast and conference call at 11:00 a.m. Eastern Time on August 6, 2026.
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