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).
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.
SandRidge reported second-quarter 2026 net income of $26.7 million, or $0.72 per basic share, compared with $19.6 million, or $0.53 per share, a year earlier. Revenue rose 48% year over year to $51.1 million, driven by higher oil prices and new production, though adjusted net income per share slipped from $0.59 in the first quarter to $0.57. The board also declared a $0.13 per share dividend.
Q2 2026 net income was $26.7 million, or $0.72 per basic share, up from $18.7 million, or $0.51, in Q1 2026 and $19.6 million, or $0.53, in Q2 2025.
Adjusted net income was $21.0 million, or $0.57 per basic share, down from $0.59 in Q1 2026 and up from $0.33 in Q2 2025.
Oil, natural gas and NGL revenue was $51.1 million, up 3% from Q1 2026 and 48% from Q2 2025; cash and cash equivalents were $114.7 million at June 30, 2026.
A $0.13 per share dividend is payable August 31, 2026 to holders of record on August 19, 2026, with a dividend reinvestment option; the Cherokee acreage acquisition is expected to close in Q3 2026.
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.
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
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
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
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%
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.
Spire Global disclosed that an arbitral tribunal issued a Final Award on July 31, 2026, ruling in its favor in an arbitration brought by customer NorthStar Earth & Space, which had sought $45.9 million. The tribunal dismissed all of NorthStar's claims and awarded the company approximately $12.4 million, payable immediately, though the company said it cannot predict the timing or amount of any recovery.
Final Award issued July 31, 2026, in favor of Spire Global with an amount of approximately $12.4 million
NorthStar's claims seeking $45.9 million were dismissed, including fraud and breach of contract claims
Tribunal granted Legacy Spire's counterclaims on a $4.5 million promissory note and on injunction and arbitration costs
Company says it cannot predict the timing or amount of any recovery
Information Services Group reported second-quarter 2026 revenue of $65.5 million, up 6.4% from a year earlier, and GAAP net income of $3.3 million, up 51%. The board also approved a $30 million expansion of the share repurchase program and set third-quarter revenue guidance of $63.5 million to $64.5 million.
Q2 GAAP diluted EPS was $0.07 versus $0.04 a year earlier; adjusted EPS was $0.10 versus $0.08.
Q2 adjusted EBITDA was $9.4 million, up 13%, with an adjusted EBITDA margin of 14.3% versus 13.5%.
Board authorized $30 million in new share repurchases, bringing the total available to $32.3 million, with about $2.3 million remaining under the current program as of June 30, 2026.
Third-quarter guidance: revenue of $63.5 million to $64.5 million and adjusted EBITDA of $8.5 million to $9.5 million; a $0.045 per share dividend is payable September 25, 2026.
Host Hotels & Resorts reported second-quarter 2026 revenue of $1.64 billion, up 3.4% from a year earlier, and net income of $241 million, up 7.1%. The company raised its full-year 2026 comparable hotel Total RevPAR and RevPAR growth guidance to 4.75% to 5.25%, and its diluted EPS guidance to $1.35 to $1.38 from $1.30 to $1.37, which points to higher expected profit for shareholders.
Q2 revenues were $1,640 million versus $1,586 million, and diluted EPS was $0.35 versus $0.32.
Comparable hotel RevPAR rose 7.0% to $251.53 in the quarter; the company said July comparable hotel RevPAR grew approximately 10%.
Full-year 2026 net income guidance is $944 million to $962 million, versus a previous range of $908 million to $955 million.
The second-quarter dividend of $0.92 per share, including a $0.72 special dividend, was paid on July 15, 2026.
Murphy Oil reported second quarter 2026 net income attributable to Murphy of $232.2 million, or $1.59 per diluted share, up from $22.3 million a year earlier, as production revenue rose to $926.3 million from $683.1 million. The company raised the midpoint of its full-year 2026 capital expenditure guidance to $1.55 billion from $1.25 billion, which will reduce cash available for other uses, and it made no share repurchases in the quarter.
Net income attributable to Murphy was $232.2 million, or $1.59 per diluted share, versus $22.3 million in Q2 2025.
Production was 169,000 BOEPD, at the upper end of quarterly guidance.
The full-year 2026 capital expenditure midpoint rose from $1.25 billion to $1.55 billion.
Free cash flow was $110.0 million, and $550 million remained under the share repurchase authorization.
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%.
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.
Riley Exploration Permian reported second-quarter 2026 revenue of $166 million, up from $85 million a year earlier, and net income of $87 million, or $4.11 per diluted share, compared with $30 million, or $1.44 per share, in the prior-year quarter. The company raised its full-year 2026 oil production guidance and raised its total capital expenditure guidance to $230 million to $242 million, which it said implies about 30% year-over-year oil production growth.
Q2 2026 revenue $166 million vs. $85 million in Q2 2025; net income $87 million vs. $30 million
Net income includes a $69 million non-cash derivative gain; adjusted net income was $33 million, or $1.54 per diluted share
Q2 oil production averaged 21.2 MBbls/d; April and May New Mexico shut-ins reduced Q2 production by about 1.9 MBbls/d, per company estimate
Full-year 2026 total capital expenditure guidance raised to $230 million to $242 million; Q3 oil production guided to 25.1 to 26.1 MBbls/d
Cognex reported second-quarter 2026 revenue of $291 million, up 17% from a year earlier, and GAAP net income per diluted share of $0.43 versus $0.24. The company also issued third-quarter and full-year 2026 guidance, with full-year revenue of $1,130 million to $1,150 million, and declared a quarterly dividend of $0.085 per share. The strong profit growth and the dividend are the main points for shareholders.
Revenue was $291 million versus $249 million in Q2 2025; GAAP operating margin was 29.4% versus 17.4%.
GAAP diluted EPS was $0.43 versus $0.24; adjusted diluted EPS was $0.45 versus $0.25.
Full-year 2026 guidance: revenue of $1,130 million to $1,150 million and adjusted diluted EPS of $1.64 to $1.68.
Quarterly dividend of $0.085 per share, payable September 3, 2026, to holders of record on August 20, 2026.
Excelerate Energy reported second-quarter 2026 revenue of $329.3 million and net income of $50.1 million, up from $20.8 million a year earlier but flat with the first quarter. The company raised and narrowed its full-year 2026 Adjusted EBITDA outlook to $490 million to $515 million and increased its quarterly dividend by about 13 percent to $0.09 per share.
Q2 2026 revenue was $329.3 million, down from $433.4 million in Q1 2026 and up from $204.6 million in Q2 2025.
Adjusted EBITDA was $120.1 million, compared with $122.2 million in Q1 2026 and $107.1 million in Q2 2025.
2026 Adjusted EBITDA guidance is now $490 million to $515 million; growth capital guidance rose to $380 million to $400 million.
The quarterly dividend rises to $0.09 per share, payable September 3, 2026, to holders of record on August 19, 2026.
TWFG reported second-quarter 2026 revenue of $87.5 million, up 45.1% from a year earlier, and net income of $17.3 million, up from $9.0 million. The company also raised its full-year 2026 outlook for total revenues, organic revenue growth and Adjusted EBITDA Margin, and it repurchased about $43.3 million of stock under its $50 million program.
Q2 2026 total revenues rose 45.1% to $87.5 million from $60.3 million; net income rose to $17.3 million from $9.0 million.
Diluted EPS was $0.18 for Q2 2026, compared with $0.13 a year earlier.
Full-year 2026 total revenue guidance was raised to $300-$320 million from $285-$300 million.
About $43.3 million of the $50 million buyback had been used as of June 30, 2026, leaving about $7.1 million available.
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
Primerica reported second-quarter 2026 results, with total revenues of $865 million up 9% and net income of $202 million up 13% from a year earlier. Diluted EPS rose 19% to $6.45 and adjusted operating EPS rose 17% to $6.41. Term Life adjusted pre-tax income fell 4%, while the Investment and Savings Products segment's pre-tax income rose 31%.
Total revenues $865 million, up 9%; net income $202 million, up 13%
Diluted EPS $6.45, up 19%; diluted adjusted operating EPS $6.41, up 17%
Investment and Savings Products sales rose 23% to $4.4 billion; Term Life policies issued fell 12% to 78,904
Company repurchased $135 million of common stock and declared a $1.20 per share dividend payable September 14, 2026
Black Hills reported second-quarter 2026 GAAP net income available for common stock of $38.2 million, or $0.50 per diluted share, up from $27.5 million, or $0.38, a year earlier. Excluding $0.04 per share of merger-related costs, adjusted EPS was $0.54. The company reaffirmed its 2026 adjusted EPS guidance of $4.25 to $4.45 per share, and the pending NorthWestern Energy merger now needs only Montana Public Service Commission approval to close.
Q2 2026 GAAP diluted EPS was $0.50 versus $0.38 in Q2 2025; adjusted EPS was $0.54 versus $0.38
Q2 2026 revenue was $452.8 million versus $439.0 million in Q2 2025
2026 adjusted EPS guidance of $4.25 to $4.45 per share was reaffirmed, excluding merger-related costs
The NorthWestern Energy merger is expected to close by year-end 2026, pending Montana Public Service Commission approval
Redwire reported second quarter 2026 revenue of $117.1 million, up 89.6% from a year earlier, and cut its net loss to $41.0 million from $97.0 million. The company reaffirmed its full-year 2026 revenue forecast of $450 million to $500 million, which gives shareholders a clear view of the top-line trend, although the company still posted a net loss for the quarter.
Q2 2026 revenue was $117.1 million, up 89.6% year over year; gross margin was 27.8% versus (30.9)% a year earlier.
Net loss narrowed by $56.0 million to $41.0 million; loss per share was $(0.19) versus $(1.41) in Q2 2025.
Full-year 2026 revenue forecast of $450 million to $500 million was reaffirmed, not changed.
Total liquidity was $607.8 million at June 30, 2026, and the company reported a Book-to-Bill ratio of 1.42 for the quarter.
American States Water reported second quarter 2026 diluted earnings per share of $1.09, up from $0.87 a year earlier, with water utility rate increases effective January 1, 2026 as the main driver. Operating revenues rose to $181.3 million from $163.1 million, and the board approved an 8.2% increase in the quarterly dividend to $0.5455 per share. The company also completed its $200 million at-the-market equity program on June 12, 2026, which adds to share count and dilutes per-share earnings.
Q2 2026 consolidated diluted EPS of $1.09 vs. $0.87 in Q2 2025, an increase of 25.3%
Year-to-date diluted EPS of $1.86 vs. $1.57, an increase of 18.5%
Quarterly dividend raised 8.2% to $0.5455 per share from $0.5040, payable September 2, 2026 to holders of record August 17, 2026
At-the-market program completed June 12, 2026, with 2,575,947 shares sold for $200 million in gross proceeds
Horace Mann reported second-quarter 2026 net income of $41.6 million, or $1.01 per diluted share, up from $29.4 million a year earlier. The company also raised its full-year 2026 core EPS guidance to $4.60-$4.90, citing first-half results.
Q2 net income $41.6 million, up 41.5% from $29.4 million; core earnings $48.2 million, or $1.17 per diluted share, up from $1.06
Q2 total revenues $443.5 million, up 7.7% from $411.7 million
Property & Casualty segment Q2 combined ratio of 89.6%, improved more than 7 points over prior year
Q2 non-core earnings include an ($8.1) million out-of-period correction to net investment income tied to private debt securities
BillionToOne reported second quarter 2026 revenue of $109.4 million, up 64% from $66.6 million a year earlier, and swung to net income of $8.1 million, or $0.15 per diluted share, from a net loss of $0.2 million in the prior-year quarter. The company reiterated its full-year 2026 revenue guidance of $450 million to $465 million, which it says represents 48% to 52% growth over 2025.
Q2 2026 revenue of $109.4 million vs. $66.6 million in Q2 2025, up 64%
Net income of $8.1 million, or $0.15 per diluted share, vs. a net loss of $0.2 million in Q2 2025
Income from operations of $5.5 million vs. a $1.6 million operating loss a year earlier
Full-year 2026 revenue guidance of $450 million to $465 million reiterated, not changed
Western Midstream Partners reported second-quarter 2026 net income attributable to limited partners of $394.9 million, or $0.99 per diluted unit, up from $0.87 a year earlier, and record Adjusted EBITDA of $736.5 million, up 19% from the prior-year period. The partnership raised the midpoints of its full-year 2026 Adjusted EBITDA, Distributable Cash Flow, and Free Cash Flow guidance, citing the Brazos Delaware acquisition and higher commodity prices, which points to higher expected cash generation for unitholders.
Q2 2026 total revenues and other were $1.22 billion, compared with $942.3 million in Q2 2025.
Full-year 2026 Adjusted EBITDA guidance is $2.750 billion to $2.950 billion, a midpoint increase of $250 million, or 10%.
Distributable Cash Flow guidance is $2.050 billion to $2.250 billion, and Free Cash Flow guidance is $1.100 billion to $1.300 billion.
The Q2 distribution of $0.930 per unit is unchanged from the prior quarter and is payable August 14, 2026; Q2 Free Cash Flow after distributions was negative $111.0 million.
Encompass Health reported second-quarter 2026 net operating revenue of $1.6 billion, up 9.6% from a year earlier, and adjusted earnings per share of $1.55, up 10.7%. The company raised its full-year 2026 guidance for revenue, Adjusted EBITDA and adjusted EPS, and increased its common stock repurchase authorization to $1 billion, which may matter to shareholders because it signals higher expected earnings and more capital returned to shareholders.
Q2 2026 net operating revenue was $1,597.4 million, up from $1,457.7 million, and Adjusted EBITDA was $348.0 million, up from $318.6 million.
Full-year 2026 adjusted EPS guidance was raised to $6.02 to $6.25 from $5.89 to $6.11; Adjusted EBITDA guidance was raised to $1,365 million to $1,395 million from $1,350 million to $1,380 million.
The board approved on July 23, 2026 an increase in the repurchase authorization to $1 billion; $145.8 million was repurchased year to date and about $188 million remained under the prior authorization as of June 30, 2026.
Adjusted free cash flow was $177.0 million in the quarter, down 4.8% from $185.9 million a year earlier.
Enact Holdings reported second-quarter 2026 net income of $175 million, or $1.25 per diluted share, up from $168 million, or $1.11 per diluted share, a year earlier. The company raised its full-year 2026 capital return guidance to between $550 million and $600 million, and declared a $0.24 quarterly dividend.
Net income was $175 million, or $1.25 per diluted share, versus $168 million, or $1.11, in Q2 2025 and $168 million, or $1.18, in Q1 2026.
Adjusted operating income was $177 million, or $1.26 per diluted share; the loss ratio was 14% and the expense ratio was 21%.
Full-year 2026 capital return guidance was raised to $550 million to $600 million; about $345 million remains of a $500 million buyback authorization as of July 31, 2026.
Quarterly dividend of $0.24 per share is payable September 17, 2026, to holders of record on August 20, 2026.
LTC Properties reported second-quarter 2026 revenue of $98.9 million, up from $60.2 million a year earlier, and net income available to common stockholders of $29.5 million, or $0.56 per diluted share, versus $0.32 a year earlier. The company raised its full-year 2026 diluted EPS guidance to $8.08 to $8.10 and lifted its 2026 investment guidance mid-point to $900 million, while keeping its Core FFO per share mid-point unchanged.
Q2 2026 total revenues $98.9 million vs. $60.2 million in Q2 2025; diluted EPS $0.56 vs. $0.32
Diluted Core FFO per share $0.68 in both quarters; diluted Core FAD per share $0.70 vs. $0.71
2026 diluted EPS guidance raised to $8.08 to $8.10, reflecting anticipated gains on planned dispositions; total 2026 dispositions and payoffs now projected at $730 million
Full-year 2026 Core FFO per share guidance narrowed to $2.76 to $2.78 with mid-point unchanged
Crane NXT reported second-quarter 2026 sales of $493.2 million, up 22% from a year earlier, with GAAP earnings of $0.61 per diluted share versus $0.43 a year earlier. The company raised its full-year 2026 adjusted EPS guidance to $4.22 to $4.42 from $4.10 to $4.40, and reported net income of $35.4 million, up 42.2%, which matters to shareholders because it signals higher expected earnings for the year.
Second-quarter sales of $493.2 million, up 22%; organic sales growth was 2.8%, and acquisitions added $74.6 million.
GAAP EPS of $0.61 versus $0.43 a year earlier; adjusted EPS of $1.10, up 13% from $0.97.
Full-year 2026 adjusted EPS guidance raised to $4.22 to $4.42 from $4.10 to $4.40.
Quarterly dividend of $0.18 per share, payable September 9, 2026, to holders of record as of August 31, 2026.
Albemarle reported second-quarter 2026 net sales of $1.7 billion, up 31% from a year earlier, and net income attributable to the company of $480 million, or $3.52 per diluted share, compared with a loss of $0.16 per share in the prior-year quarter. The company raised its full-year Specialties net sales and adjusted EBITDA outlook and lowered its full-year capital expenditure forecast to about $500 million, while saying the June 9 fire at Talison CGP3 is expected to have minimal impact on Energy Storage sales volume.
Net sales of $1.7 billion, up 31%; Energy Storage net sales of $1.3 billion, up 78%, driven by higher pricing.
Adjusted EBITDA of $858 million, up 155%; adjusted diluted income per share of $3.75 versus $0.11 a year earlier.
Full-year 2026 Specialties outlook raised to net sales of $1.4 to $1.6 billion and adjusted EBITDA of $275 to $325 million.
Full-year capital expenditures now approximately $500 million; earnings teleconference set for August 6, 2026 at 8:00 AM Eastern.
NLI Holdings reported second-quarter 2026 net income attributable to stockholders of $9.0 million, or $.18 per share, up from $.3 million, or $.01 per share, in the second quarter of 2025. Higher Kronos equity earnings and CompX segment profit drove the increase, and the company also declared a $.10 per share quarterly dividend payable September 22, 2026.
Q2 2026 net sales were $43.6 million, up from $40.3 million a year earlier.
Equity in earnings of Kronos was $4.6 million in Q2 2026, compared with equity losses of $2.8 million in Q2 2025.
First-half 2026 net income attributable to stockholders was $13.3 million, or $.27 per share, versus $1.0 million, or $.02 per share, in the first half of 2025.
Quarterly dividend of $.10 per share is payable September 22, 2026 to holders of record on September 3, 2026.
Brighthouse Financial reported second quarter 2026 results for the period ended June 30, 2026, with net income available to shareholders of $956 million, or $16.53 per diluted share, up from $60 million, or $1.02 per diluted share, a year earlier. Adjusted earnings were $258 million, or $4.45 per diluted share, compared with $198 million, or $3.43 per diluted share, in the second quarter of 2025, and the company said there were no notable items in the quarter. The pending all-cash acquisition by an affiliate of Aquarian Capital at $70.00 per share remains subject to insurance regulatory approvals in Delaware, New York and Massachusetts.
Net income available to shareholders was $956 million ($16.53 per diluted share), versus $60 million ($1.02 per diluted share) in Q2 2025.
Adjusted earnings were $258 million ($4.45 per diluted share), versus $198 million ($3.43 per diluted share) in Q2 2025.
Annuity sales were $2.4 billion, including $2.1 billion of Shield Level Annuities; life sales were $39 million.
Book value was $4.9 billion ($84.35 per share); the estimated combined RBC ratio was between 430% and 450%.
Fidelity National Financial reported second-quarter 2026 results on August 5, 2026. Net earnings attributable to common shareholders were $288 million, or $1.08 per diluted share, up from $278 million, or $1.02, a year earlier, and adjusted net earnings were $370 million, or $1.39 per share, up from $318 million, or $1.16. Growth came mainly from the Title segment, while F&G's contribution fell as its ownership stake dropped to about 72% from about 82%.
Total revenue was $4,051 million for the quarter, compared with $3,635 million a year earlier.
Title segment adjusted pre-tax earnings were $448 million, up 33% from $337 million, with an adjusted pre-tax title margin of 17.8%.
F&G segment adjusted net earnings were $65 million, compared with $89 million in the second quarter of 2025.
FNF returned about $195 million to shareholders in the quarter through $138 million of dividends and $57 million of share repurchases.
Arcosa reported second-quarter 2026 revenue of $658.7 million, up 2%, and adjusted diluted EPS from continuing operations of $1.13, up 5%, while GAAP diluted EPS from continuing operations was flat at $1.03. The company has suspended its practice of providing financial guidance and is not hosting a conference call because of its pending all-cash merger with CRH at $150 per share, which requires stockholder approval at a September 4, 2026 special meeting.
Revenue was $658.7 million versus $647.5 million a year earlier; Engineered Structures rose 3% to $301.7 million and Construction Products rose 1% to $357.0 million.
Adjusted EBITDA from continuing operations was $145.9 million, up 5%, with margin at 22.1% versus 21.5%.
Operating cash flow from continuing operations was $(24.7) million versus $38.0 million, and free cash flow was $(51.0) million versus $16.8 million.
Financial guidance is suspended; the CRH merger is expected to close in the first quarter of 2027, and a special stockholder meeting is set for September 4, 2026.
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