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).
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.
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.
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
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
BGSF, Inc. reported second-quarter 2026 results for the period ended June 28, 2026, with revenue down from the prior-year quarter but a much smaller net loss. The company attributed the revenue decline to lower billable hours and the improved loss mainly to lower selling, general, and administrative expenses. The filing does not include updated financial guidance.
Revenue was $22.3 million, compared with $23.5 million in the prior-year quarter.
Net loss was $0.8 million, or $0.08 per diluted share, versus $4.5 million, or $0.41 per share, a year earlier.
Adjusted EBITDA loss was $0.3 million, compared with a $1.2 million loss in the prior-year quarter.
The company completed its Transition Services Agreement with INSPYR at the end of March 2026.
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
Seaport Entertainment Group reported second-quarter 2026 revenue of $34.3 million, down 13.8% from $39.8 million a year earlier, while its net loss attributable to common stockholders narrowed 29.2% to $10.5 million, or $0.82 per share. For the six months, the net loss widened 16.9% to $54.6 million, and the company is 'Non-GAAP' adjusted net loss improved to $17.6 million, so shareholders see a smaller quarterly loss on lower sales.
Q2 2026 total revenues were $34.3 million versus $39.8 million in Q2 2025, a decline of 13.8%.
Q2 2026 net loss attributable to common stockholders was $10.5 million ($0.82 per share), compared with $14.8 million ($1.16 per share) a year earlier.
Non-GAAP adjusted net income attributable to common stockholders was $0.3 million in Q2 2026, versus an adjusted loss of $7.4 million in Q2 2025.
As of June 30, 2026, the company had $127.0 million in cash, cash equivalents and restricted cash and $38.1 million of debt at a fixed 4.9% rate; a conference call is set for August 6, 2026 at 8:30 AM ET.
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.
Amplitude reported second quarter 2026 revenue of $100.9 million, up 21% from a year earlier, and annual recurring revenue of $410 million, up 22%. GAAP net loss widened to $34.6 million, or $0.27 per share, from $24.7 million, or $0.19 per share, while non-GAAP net loss was $0.01 per share compared with non-GAAP net income of $0.01 per share a year earlier. The company also guided to full-year 2026 revenue of $407.2 million to $411.2 million.
Q2 2026 revenue $100.9 million, up from $83.3 million in Q2 2025
GAAP net loss $34.6 million ($0.27 per share) versus $24.7 million ($0.19 per share) a year earlier
Free cash flow $23.7 million, up $5.5 million year-over-year
Full-year 2026 revenue guidance $407.2 million to $411.2 million; Q3 2026 revenue guidance $105.6 million to $108.0 million
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.
The ONE Group reported second quarter 2026 results for the period ended June 28, 2026. Total GAAP revenues fell 3.3% to $200.5 million from $207.4 million, mainly due to restaurant closures, while operating income rose to $6.6 million from $0.7 million and the net loss attributable to the company narrowed to $2.1 million from $10.1 million. The company also issued third quarter and updated full year 2026 targets, including full year GAAP revenue of $805 million to $820 million.
Second quarter total GAAP revenues were $200.5 million, down 3.3% from $207.4 million; consolidated comparable sales rose 0.9%.
Operating income was $6.6 million versus $0.7 million a year earlier; net loss attributable to The ONE Group was $2.1 million versus $10.1 million.
Net loss available to common stockholders was $12.0 million, after a $9.9 million Series A Preferred Stock paid-in-kind dividend and accretion.
2026 guidance: total GAAP revenues of $805 million to $820 million and Adjusted EBITDA of $95 million to $105 million; third quarter revenue guidance is $176 million to $180 million.
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
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.
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.
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.
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
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.
Cytek Biosciences reported second-quarter 2026 revenue of $48.1 million, up 6% from a year earlier, and raised the midpoint of its full-year 2026 revenue guidance by $1 million. Net loss widened to $12.2 million from $5.6 million, driven by higher operating expenses, including a 24% rise in general and administrative expenses tied to litigation, severance and personnel costs.
Q2 2026 total revenue $48.1 million, up 6% from Q2 2025; gross profit $28.3 million, up 19%
Net loss $12.2 million in Q2 2026 versus $5.6 million in Q2 2025; operating expenses rose 15% to $39.7 million
Full-year 2026 total revenue guidance updated to $207 million to $212 million, midpoint raised by $1 million
Cash, cash equivalents and marketable securities totaled $262.0 million as of June 30, 2026
Miller Industries reported fiscal second-quarter 2026 revenue of $240.0 million, up 12.1% from a year earlier, while net income fell 14.1% to $7.3 million and diluted EPS fell 13.7% to $0.63. The company reaffirmed its full-year 2026 revenue guidance of $850 million to $900 million and said it expects full-year EPS to be generally in line with 2025, and it cited a $0.11 per diluted share non-cash charge tied to the Omars acquisition.
Q2 2026 revenue was $240.0 million versus $214.0 million in Q2 2025; gross margin was 15.0%, down from 16.2%.
Net income was $7.3 million, or $0.63 per diluted share, versus $8.5 million, or $0.73 per diluted share, a year earlier.
Full-year 2026 revenue guidance of $850 million to $900 million was reaffirmed; the company expects EPS generally in line with full-year 2025.
Total debt was reduced by $20 million since the end of Q1 2026, and the quarterly dividend was set at $0.21 per share, payable September 15, 2026.
Helmerich & Payne reported third-quarter fiscal 2026 revenue of $1.035 billion, up from $932 million in the prior quarter but about even with $1.041 billion a year earlier. GAAP net income attributable to the company was $76 million, or $0.74 per diluted share, helped by a gain of approximately $115 million on the Utica Square sale; excluding select items, the company reported an adjusted loss of $(10) million, or $(0.11) per share.
Revenue of $1.035 billion for the quarter ended June 30, 2026, versus $932 million in the March 2026 quarter and $1.041 billion in the June 2025 quarter.
GAAP net income attributable to Helmerich & Payne of $76 million ($0.74 per diluted share), compared with a net loss of $(163) million a year earlier; adjusted loss of $(10) million ($(0.11) per share).
Fourth-quarter direct margin guidance: North America Solutions $245-255 million, International Solutions $25-45 million, Offshore Solutions $26-30 million.
CFO Todd Scruggs cited company-wide initiatives to increase efficiency, reduce cost, simplify the portfolio and accelerate deleveraging; long-term debt was $1.855 billion at June 30, 2026, down from $2.057 billion at September 30, 2025.
RMR Group reported fiscal third-quarter 2026 results for the quarter ended June 30, 2026. Management, incentive and advisory services revenue rose to $45.5 million from $44.1 million a year earlier, but a $19.1 million impairment tied to OPI's bankruptcy exit pushed the company to an operating loss and cut GAAP earnings per share to $0.18 from $0.25.
Management, incentive and advisory services revenue was $45.5 million, up from $44.1 million a year earlier and $42.0 million in the prior quarter.
Net income attributable to RMR was $3.2 million, or $0.18 per diluted share, versus $0.25 a year earlier; an operating loss of $9.3 million reflected a $19.1 million impairment on OPI's prior management agreements.
Distributable earnings were $15.4 million, or $0.48 per share, up from $0.43 a year earlier, and the company declared a $0.45 per share quarterly dividend payable on or about August 13, 2026.
Innoviva reported second-quarter 2026 results for the period ended June 30, 2026. Total revenue grew 19% from a year earlier, led by 46% growth in net product sales, but the company posted a net loss of $83.4 million, or $1.14 per basic share, compared with net income of $63.7 million a year earlier. The loss was driven mainly by unfavorable changes in the fair value of its equity and long-term investments, primarily from a lower share price of Armata Pharmaceuticals.
Total revenue was $119.6 million, up from $100.3 million in the second quarter of 2025.
Net product sales were $51.8 million, up 46%, with U.S. sales of $36.6 million.
Net loss was $83.4 million, or $1.14 per basic share, versus net income of $63.7 million in the prior-year quarter.
The company repurchased 1,403,247 shares for $31.4 million in the quarter under its $125 million program.
Genworth reported second quarter 2026 net income available to common stockholders of $47 million, or $0.12 per diluted share, flat with the prior quarter and down from $51 million a year earlier. Adjusted operating income excluding Closed Block was $112 million, or $0.29 per diluted share, up from $0.27 a year earlier, while the Closed Block segment posted an adjusted operating loss of $110 million driven by a $127 million pre-tax A/E loss.
Net income of $47 million, or $0.12 per diluted share, versus $51 million, or $0.12, in Q2 2025
Adjusted operating income excluding Closed Block of $112 million, or $0.29 per diluted share, versus $0.27 in Q2 2025
Closed Block adjusted operating loss of $110 million, compared with a loss of $44 million in Q2 2025
Enact reported adjusted operating income of $143 million and holding company cash and liquid assets of $215 million; Genworth repurchased $62 million of shares at an average price of $8.74
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
F&G Annuities & Life reported a second-quarter 2026 net loss attributable to common shareholders of $81 million, or $0.62 per diluted share, compared with net earnings of $35 million, or $0.26 per share, a year earlier. Adjusted net earnings, which exclude mark-to-market effects and other items, declined to $85 million, or $0.65 per share, from $103 million, or $0.77 per share, while total revenues rose to $1.4 billion from $1.36 billion.
Net loss of $81 million ($0.62 per diluted share) for the quarter ended June 30, 2026, versus net earnings of $35 million ($0.26 per share) in the prior-year quarter
Adjusted net earnings of $85 million ($0.65 per share), down from $103 million ($0.77 per share); alternative investment income was $49 million below the long-term expected return
Assets under management before reinsurance reached a record $74.7 billion as of June 30, 2026, up 8% from a year earlier; gross sales were $2.7 billion
The company returned $128 million to shareholders in the quarter, including $91 million of share repurchases
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
Everspin Technologies reported unaudited second-quarter 2026 revenue of $18.7 million, up 42% from $13.2 million a year earlier, driven by product sales and initial non-product revenue under a $40 million contract with a US prime contractor. The company posted a GAAP net loss of $3.6 million, or $0.15 per diluted share, compared with a $0.7 million loss, or $0.03 per share, a year earlier, while its non-GAAP net income was $2.9 million, or $0.11 per share. For shareholders, strong sales growth is offset by a wider GAAP loss, and third-quarter guidance calls for revenue of $19.5 million to $20.5 million and a GAAP net loss per share of $(0.10) to $(0.05).
Q2 2026 total revenue was $18.7 million versus $13.2 million in Q2 2025; MRAM product sales were $15.3 million.
GAAP net loss was $3.6 million, or $0.15 per diluted share, versus $0.7 million, or $0.03 per share, a year earlier; GAAP operating expenses rose to $14.5 million from $8.7 million.
Non-GAAP net income was $2.9 million, or $0.11 per diluted share, excluding $4.0 million of litigation costs and $1.1 million of non-recurring engineering fees.
Q3 2026 outlook: total revenue of $19.5 million to $20.5 million; GAAP net loss per share of $(0.10) to $(0.05).
Veeco reported second quarter 2026 revenue of $193.5 million, up from $166.1 million a year earlier, but GAAP diluted earnings per share fell to $0.18 from $0.20 and non-GAAP diluted EPS fell to $0.33 from $0.36. The company gave third quarter revenue guidance of $200 million to $220 million and revised its full-year 2026 guidance to $780 million to $810 million in revenue, with the filing noting a pending merger with Axcelis.
Q2 2026 revenue was $193.5 million versus $166.1 million in Q2 2025; GAAP net income was $11.9 million versus $11.7 million.
Non-GAAP diluted EPS was $0.33 versus $0.36 a year earlier; merger costs were $1.5 million in the quarter.
Q3 2026 guidance: revenue of $200 million to $220 million and GAAP diluted EPS of $0.20 to $0.34.
Revised FY 2026 guidance: revenue of $780 million to $810 million and GAAP diluted EPS of $0.78 to $1.02; the filing does not state the prior full-year figures.
Barings BDC reported second quarter 2026 results and declared a $0.26 per share quarterly dividend. Net investment income rose from $25.9 million in the first quarter to $29.0 million, but net unrealized depreciation of $29.4 million pulled net asset value per share down $0.08 to $10.94, and net increase in net assets from operations fell to $18.3 million from $20.0 million.
Net investment income of $29.0 million, or $0.28 per share, versus $25.9 million, or $0.25 per share, in the first quarter of 2026
Net increase in net assets from operations of $18.3 million, or $0.18 per share, versus $20.0 million, or $0.19 per share, in the first quarter
Net asset value per share of $10.94 at June 30, 2026, down from $11.02 at March 31, 2026
Third quarter dividend of $0.26 per share, record date September 2, 2026, payment date September 9, 2026
Central Garden & Pet reported fiscal 2026 third-quarter net sales of $882 million, down 8% from $961 million, while organic net sales rose 2%. The company raised its fiscal 2026 non-GAAP diluted EPS outlook to $2.85 or better from $2.70 or better, and agreed after quarter-end to acquire an 80% interest in TRIXIE for €340 million in cash at closing plus up to €60 million in earn-out payments.
Q3 net sales were $882 million versus $961 million, down 8%; organic net sales rose 2% to $862 million versus $842 million.
Q3 GAAP diluted EPS was $1.45 versus $1.52; non-GAAP diluted EPS was $1.54 versus $1.56.
Fiscal 2026 non-GAAP diluted EPS outlook raised to $2.85 or better from $2.70 or better.
Agreed to acquire 80% of TRIXIE for €340 million in cash at closing plus up to €60 million in earn-out payments; closing is expected in the first half of fiscal 2027.
Coca-Cola Consolidated reported second-quarter 2026 net sales of $2.1 billion, up 10.6%, on volume growth of 7.6%. Net income fell 15.2% to $158.8 million, and income from operations was flat at $271.3 million, as higher aluminum costs pushed gross margin down to 37.9%. For shareholders, sales growth was offset by lower profit in the quarter.
Q2 2026 net sales were $2,052.4 million, up from $1,855.5 million in Q2 2025; volume rose 7.6%.
Q2 2026 net income was $158.8 million, down from $187.4 million; adjusted net income was $187.7 million, down 3.8%.
Gross margin fell to 37.9% from 40.0%, which the company attributed mainly to about $45 million in additional aluminum-related input costs.
First-half net income was $270.4 million, down 7.1%; the company made $275 million in early term loan repayments in the first half.
Zevra Therapeutics reported second-quarter 2026 revenue of $39.7 million, up 53% from $25.9 million a year earlier, with $30.2 million from MIPLYFFA. Net income fell to $8.8 million, or $0.14 per diluted share, from $74.7 million, or $1.21 per diluted share, in Q2 2025, which included a $148.3 million gain on the sale of a priority review voucher. Cash, cash equivalents and investments were $260.2 million as of June 30, 2026.
Total net revenue of $39.7 million for Q2 2026, up $13.8 million from $25.9 million in Q2 2025
MIPLYFFA net revenue of $30.2 million in Q2 2026; OLPRUVA net revenue of $0.2 million
Net income of $8.8 million ($0.14 per diluted share) vs. $74.7 million ($1.21) in Q2 2025, which included a $148.3 million priority review voucher sale gain
Cash, cash equivalents and investments of $260.2 million as of June 30, 2026
Corpay reported second-quarter 2026 revenue of $1.34 billion, up 21% from a year earlier, and adjusted EPS of $7.00, up 36%. GAAP net income fell 13% to $248.3 million after a $100 million charge for a preliminary FTC settlement, and the company raised its full-year 2026 revenue and adjusted EPS guidance.
Q2 2026 revenues rose 21% to $1,338.8 million; GAAP diluted EPS fell 7% to $3.70 from $3.98.
Adjusted net income per diluted share rose 36% to $7.00 from $5.13; organic revenue growth was 10%.
FY2026 guidance: revenue of $5.290 billion to $5.330 billion and adjusted EPS of $27.15 to $27.55, up from prior levels.
Company repurchased 1 million shares for $321 million in the quarter and reported 2.55x leverage.
A10 Networks reported second-quarter 2026 revenue of $80.1 million, up 15.5% from a year earlier, and raised its full-year 2026 revenue and EPS growth guidance. GAAP net income fell to $8.9 million, or $0.12 per diluted share, from $10.5 million, or $0.14, a year earlier, while non-GAAP diluted EPS rose to $0.25 from $0.21. The Board also approved a $0.06 quarterly dividend.
Q2 2026 revenue of $80.1 million, up 15.5% from $69.4 million in Q2 2025
GAAP net income of $8.9 million ($0.12 per diluted share) vs. $10.5 million ($0.14) a year earlier; non-GAAP diluted EPS of $0.25 vs. $0.21
Full-year 2026 revenue growth guidance raised to 12-14% from 10-12%; EPS growth guidance raised to 14-16% from 12-14%
Quarterly dividend of $0.06 per share, payable September 1, 2026, to holders of record on August 17, 2026
Axon reported second-quarter 2026 revenue of $904 million, up 35% year over year, and raised its full-year 2026 revenue growth outlook to 32% to 34% from 30% to 32%. Net income fell to $29 million from $36 million a year earlier, which the company attributes mainly to a large tax benefit recognized in the prior year, although pre-tax income increased.
Q2 2026 revenue was $904 million, up 35% year over year; Software & Services revenue was $398 million (up 36%) and Connected Devices revenue was $507 million (up 35%).
Net income was $29 million, or $0.36 per diluted share, down from $36 million a year earlier; the company cites a large prior-year tax benefit.
The 2026 revenue growth outlook was raised to 32% to 34%, while the 2026 Adjusted EBITDA margin outlook of 25.5% was maintained.
Future contracted bookings grew 41% year over year to $15.1 billion as of June 30, 2026.
DoorDash reported second-quarter 2026 results on August 5, 2026. Revenue rose 36% year over year to $4.5 billion, and Adjusted EBITDA rose 40% to $914 million, but GAAP net income attributable to common stockholders fell 30% to $200 million; the company said excluding Deliveroo, revenue rose 24%. The company also guided to third-quarter 2026 Adjusted EBITDA of $950 million to $1.1 billion.
Revenue rose 36% year over year to $4.5 billion; Total Orders rose 27% to 970 million, or 17% excluding Deliveroo.
GAAP net income attributable to common stockholders fell 30% year over year to $200 million, while Adjusted EBITDA rose 40% to $914 million.
Q3 2026 outlook: Marketplace GOV of $33.0 billion to $34.0 billion and Adjusted EBITDA of $950 million to $1.1 billion.
As of August 5, 2026, about $3.95 billion remained under the stock repurchase authorization, after 6.8 million shares were bought year to date for $1.05 billion.
Dave Inc. reported second-quarter 2026 revenue of $170.8 million, up 30% from a year earlier, and raised its full-year 2026 revenue, Adjusted EBITDA and Adjusted Diluted EPS guidance. GAAP net income fell 26% to $6.7 million, including $36.9 million of non-cash warrant and earnout remeasurement charges. Higher sales and guidance sit alongside lower GAAP profit, so the results point in mixed directions for shareholders.
Q2 2026 GAAP operating revenues rose 30% to $170.8 million from $131.7 million.
GAAP net income was $6.7 million, down 26% from $9.1 million, including $36.9 million of non-cash warrant and earnout remeasurement charges.
Adjusted EBITDA rose 48% to $75.5 million, a 44% margin.
2026 revenue guidance raised to $725 million–$735 million from $710 million–$720 million; Adjusted Diluted EPS guidance raised to $17.00–$17.50 from $16.25–$16.75.
Clearway Energy reported second-quarter 2026 net income of $30 million, up from $12 million a year earlier, and Adjusted EBITDA of $409 million, up from $343 million. The company lowered its full-year 2026 Cash Available for Distribution (CAFD) guidance to a range of $430 million to $470 million, citing factors outlined in its mid-July operational preview. Shareholders get a mix of higher reported earnings and a weaker outlook for 2026 cash available for distribution.
Q2 2026 net income $30 million vs. $12 million in Q2 2025; Adjusted EBITDA $409 million vs. $343 million; CAFD $167 million vs. $152 million
2026 full-year CAFD guidance revised to $430 million to $470 million
Quarterly dividend of $0.4750 per Class C share declared August 4, 2026, payable September 15, 2026, to holders of record as of September 1, 2026
Total liquidity of $985 million at June 30, 2026, down $76 million from December 31, 2025, primarily due to growth investments
Block reported second-quarter 2026 results, with gross profit of $3.17 billion, up 25% year over year, and Adjusted Diluted EPS of $1.02, up 65%. The company raised its full-year 2026 guidance to $12.51 billion in gross profit and $4.02 in Adjusted Diluted EPS, but GAAP net income fell to $89 million from $538 million a year earlier.
Q2 2026 gross profit was $3.17 billion, up 25% year over year; Cash App gross profit rose 31% and Square gross profit rose 13%.
GAAP net income was $89 million versus $538 million in Q2 2025, and GAAP diluted EPS was $0.15 versus $0.87.
Adjusted Operating Income was $864 million, and Adjusted Diluted EPS was $1.02, up 65% year over year.
Full-year 2026 guidance was raised to $12.51 billion in gross profit, $3.47 billion in Adjusted Operating Income and $4.02 in Adjusted Diluted EPS.
ThredUp reported second-quarter 2026 revenue of $90.8 million, up 17% from a year earlier, while its net loss widened to $5.9 million from $5.2 million. The company also updated its outlook for the third quarter, fourth quarter and full year 2026, citing economic uncertainty affecting its most price-sensitive buyers. Shareholders get a higher sales base but a filing that does not give the prior guidance figures, so the size of any change cannot be measured from this document.
Q2 2026 revenue was $90.8 million, up 17% year-over-year; net loss was $5.9 million versus $5.2 million a year earlier.
Adjusted EBITDA was $4.8 million, or 5.3% of revenue, compared with $3.0 million, or 3.9%, in Q2 2025.
Q3 2026 revenue guidance is $87.0 million to $89.0 million; full-year 2026 revenue guidance is $344.4 million to $348.4 million.
Active Buyers reached 1.77 million, up 21% year-over-year; cash and marketable securities totaled $57.4 million at June 30, 2026.
Verra Mobility reported second quarter 2026 revenue of $263.6 million, up 12%, but a net loss of $48.2 million, compared with net income of $38.6 million a year earlier, mainly due to goodwill and intangible asset impairments. The company also revised its full-year 2026 guidance and said two significant rental car customers extended contracts on materially less favorable terms, with fleet volume modulation rights that could make revenue vary. For shareholders, reported profit fell sharply and contract terms weakened, though the filing does not state the prior guidance figures.
Total revenue was $263.6 million, up 12% from $236.0 million in the second quarter of 2025.
Net loss was $(48.2) million, or $(0.32) per share, versus net income of $38.6 million, or $0.24 per share, a year earlier; the company cited a $64.0 million goodwill impairment and a $40.4 million intangibles impairment in Parking Solution
Adjusted EPS was $0.38 versus $0.34, while free cash flow was $32.6 million versus $40.3 million.
Full-year 2026 guidance: revenue of $945 million to $965 million, Adjusted EBITDA of $360 million to $370 million, Adjusted EPS of $1.11 to $1.17, and free cash flow of $105 million to $115 million.
Hudson Technologies reported second-quarter 2026 revenue of $78.3 million, up 8%, as sales volume rose 12% and selling prices fell 6%. Net income fell to $4.9 million, or $0.12 per diluted share, from $10.2 million, or $0.23, a year earlier, and the company lowered its full-year 2026 gross margin target, which matters to shareholders because it signals continued pressure on profitability.
Q2 2026 revenue was $78.3 million, up 8% from $72.8 million; gross margin was 26% versus 31% in Q2 2025.
Net income was $4.9 million, or $0.12 per diluted share, compared with $10.2 million, or $0.23, in Q2 2025.
Full-year 2026 gross margin target was revised to low-to-mid-twenty percent from mid-twenty percent.
Cash and cash equivalents were $25.6 million at June 30, 2026, down from $39.5 million at December 31, 2025.
Enliven Therapeutics reported a second-quarter 2026 net loss of $32.5 million, up from $25.3 million a year earlier, as research and development expenses rose to $29.0 million from $21.5 million. The company had $895.2 million in cash, cash equivalents and marketable securities at June 30, 2026, which it expects to provide cash runway into 2030. It also said it reached alignment with the FDA on key components of the Phase 3 ENABLE-2 trial design for ELVN-001, with the Phase 3 trial expected to start in the second half of 2026.
Net loss of $32.5 million in Q2 2026 vs. $25.3 million in Q2 2025; net loss per share of $0.49 in both periods
R&D expenses $29.0 million vs. $21.5 million; G&A expenses $8.2 million vs. $7.1 million
Cash, cash equivalents and marketable securities of $895.2 million at June 30, 2026, up from $462.6 million at December 31, 2025
FDA selected 80 mg once daily as the recommended Phase 3 dose; End-of-Phase 2 meeting anticipated in Q3 2026
Sunrun reported second-quarter 2026 total revenue of $870 million, up 53% from a year earlier, but net income attributable to common stockholders fell to $115.2 million from $279.8 million, and diluted EPS was $0.42 versus $1.07. The company lowered its full-year 2026 Cash Generation and Aggregate Subscriber Value guidance, which may matter to shareholders because both measures are now expected to be lower than previously stated.
Q2 2026 total revenue was $870 million, up $300.7 million, or 53%, year over year, with energy systems and product sales up 193%.
Net income attributable to common stockholders was $115.2 million, or $0.42 per diluted share, compared with $279.8 million, or $1.07 per diluted share, in Q2 2025.
Full-year 2026 Cash Generation guidance was revised to $200 million to $375 million from $250 million to $450 million; Aggregate Subscriber Value guidance was revised to $4.6 billion to $4.9 billion from $4.8 billion to $5.2 billion.
Net cash used in operating activities was $186 million in Q2 2026, and Subscriber Additions fell 31% year over year to 19,793.
Exelixis reported second quarter 2026 total revenues of $628.7 million, up from $568.3 million a year earlier, and GAAP diluted EPS of $0.82, up from $0.65. However, the company lowered its full-year 2026 total revenue guidance to $2.500 billion-$2.550 billion from $2.525 billion-$2.625 billion, and the guidance excludes any revenue from a potential launch of zanzalintinib, which the FDA is reviewing with a December 3, 2026 target action date.
Q2 2026 total revenues were $628.7 million vs. $568.3 million in Q2 2025; net product revenues were $573.0 million vs. $520.0 million.
GAAP diluted EPS was $0.82 vs. $0.65 a year earlier; non-GAAP diluted EPS was $0.91 vs. $0.75.
2026 total revenue guidance was cut to $2.500 billion-$2.550 billion from $2.525 billion-$2.625 billion; net product revenue guidance was cut to $2.300 billion-$2.350 billion from $2.325 billion-$2.425 billion.
Exelixis repurchased $311.6 million of its stock in Q2 2026 and began buybacks under a new $750 million authorization approved in May 2026.
DHI Group reported second-quarter 2026 revenue of $31.3 million, down 2% from a year earlier, as ClearanceJobs revenue rose 14% while Dice revenue fell 14%. Net income was $2.6 million, or $0.06 per diluted share, compared with a net loss of $0.8 million a year earlier, and the company reaffirmed its full-year revenue guidance while raising its Dice Adjusted EBITDA margin outlook to 24% from 22%.
Total revenue was $31.3 million, down 2%; ClearanceJobs revenue rose 14% to $15.6 million and Dice revenue fell 14% to $15.8 million.
Net income was $2.6 million, or $0.06 per diluted share, versus a net loss of $0.8 million, or $0.02 per share, in Q2 2025.
Adjusted EBITDA was $8.3 million, down 2%, at a 27% margin.
Full-year 2026 revenue guidance was reaffirmed, and the Dice Adjusted EBITDA margin outlook was raised to 24% from 22%.
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