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).
Pono Capital Four, Inc. (PONO), a Cayman Islands company, entered a merger agreement on August 5, 2026 with Blackstar Orbital Technologies Corporation, an aerospace technology company. PONO would redomesticate to Delaware and be renamed Blackstar Orbital Corporation, with Blackstar becoming a wholly owned subsidiary, and the deal is subject to shareholder approvals and other customary conditions. The filing does not state a closing date; either party may terminate if closing has not occurred by the outside dates in the agreement.
Base purchase price of $380 million, paid in Parent Common Shares based on the Redemption Price
About 25% of the merger consideration placed in escrow for six years after closing to secure indemnification and litigation claims
Equity incentive plan reserve of up to 6,000,000 Parent Common Shares, in addition to the merger consideration
PONO outside closing date is December 31, 2026; Blackstar outside closing date is March 31, 2027
Ziff Davis reported preliminary unaudited second-quarter 2026 results, with revenue down 2.7% to $286.7 million and a GAAP operating loss of $(44.7) million, which includes a $54.8 million goodwill impairment. Adjusted diluted EPS rose 13.2% to $1.03, and the company completed the sale of its Connectivity business for total proceeds of about $1,216.1 million while repurchasing $121.5 million of stock in the quarter.
Revenue was $286.7 million versus $294.8 million in Q2 2025; net loss from continuing operations was $(52.2) million, or $(1.43) per diluted share, versus net income of $14.3 million, or $0.34 per share.
Adjusted EBITDA fell to $76.8 million from $79.8 million; adjusted diluted EPS rose to $1.03 from $0.91.
Connectivity sale: about $1,179.1 million cash received at closing and $37.0 million held in escrow, for total proceeds of about $1,216.1 million.
Free cash flow from continuing and discontinued operations was $54.0 million versus $26.9 million a year earlier; the company will hold an earnings call on August 7, 2026, at 8:30 a.m. ET.
i3 Verticals reported fiscal third-quarter results for the period ended June 30, 2026, with revenue up 2.2% to $53.1 million and diluted earnings per share from continuing operations of $0.19, compared with a loss of $0.03 a year earlier. The company also lowered its fiscal 2026 outlook, with revenue now expected at $216 million to $221 million, down from $221 million to $229 million, and adjusted EBITDA at $57 million to $60 million, down from $61 million to $65 million. Shareholders face a lower full-year range even though quarterly profit improved.
Q3 revenue was $53.1 million, up 2.2%; Q3 adjusted EBITDA was $13.3 million, up 4.6%.
Q3 diluted EPS from continuing operations was $0.19, versus a loss of $0.03 in the prior-year quarter.
FY2026 revenue outlook cut to $216 million-$221 million from $221 million-$229 million; adjusted EBITDA cut to $57 million-$60 million from $61 million-$65 million.
CEO Greg Daily said Q3 results were below expectations due to weak non-recurring revenue and implementation delays.
Procore Technologies completed a private offering of $950 million of 0% convertible senior notes due August 15, 2031, including the full $125 million option for initial purchasers. The conversion price of about $82.89 is a 50% premium over the $55.26 closing price on August 3, 2026, and the notes carry no regular interest, which adds debt but no cash coupon for the company.
Offering of $950 million principal, including the full $125 million option, closed August 6, 2026 under an indenture with U.S. Bank Trust Company as trustee
Initial conversion price of about $82.89 per share, a 50% premium over the $55.26 NYSE closing price on August 3, 2026
Company expected net proceeds of about $804.4 million before the option, or about $926.6 million with it, to fund part of the DroneDeploy cash consideration, a capped call cost of about $51.3 million, and about $175 million of share repurch
Company may not redeem the notes before August 20, 2029, except in a cleanup redemption when less than $100 million remains outstanding
RLJ Lodging Trust reported second-quarter 2026 results with comparable RevPAR up 6.8% to $167.15, net income of $31.3 million, up 9.4%, and Adjusted FFO per diluted share of $0.52, up 8.3%. The company raised its full-year 2026 outlook, which now projects Adjusted FFO per diluted share of $1.37 to $1.50, for shareholders a higher expected earnings range.
Q2 2026 comparable RevPAR rose 6.8% to $167.15, driven by 4.9% ADR growth and 1.8% higher occupancy.
Net income was $31.3 million versus $28.6 million a year earlier; Adjusted EBITDA was $110.4 million, up 6.1%.
FY 2026 outlook: comparable RevPAR growth of 3.5% to 4.5%, comparable hotel EBITDA of $369 million to $389 million, and Adjusted FFO per diluted share of $1.37 to $1.50.
On July 1, 2026, the company repaid its $500.0 million Senior Notes due 2026 and reported $1.0 billion of total liquidity.
Robert You resigned as President and Chief Financial Officer of Berto Acquisition Corp. II, effective July 31, 2026, and the company said the resignation was not due to any disagreement. Executive Chairman Vikas Mittal was appointed interim CFO, and the company plans an executive search for a permanent CFO, so shareholders will be watching for that appointment.
Robert You resigned as President and CFO effective immediately, notice given July 31, 2026, with no disagreement cited
Vikas Mittal, Executive Chairman since April 2026, named Interim CFO effective July 31, 2026
The company will conduct an executive search for a permanent Chief Financial Officer
Filing includes a consulting agreement with Meteora Capital, LLC, whose managing member is Mittal, and an omnibus joinder to his letter and registration rights agreements
Brady Corporation closed its acquisition of Honeywell Technologies' Productivity Solutions and Services (PSS) business on August 3, 2026, in an all-cash transaction valued at $1.4 billion. The company funded it with cash on hand, borrowings under a $1.0 billion credit agreement and $800 million of new senior notes, and it expects the business to add approximately $0.80 of incremental Adjusted Diluted EPS within the first year.
Transaction valued at $1.4 billion, all cash, closed August 3, 2026
Borrowed about $800 million under a $1.0 billion Credit Agreement dated June 12, 2026, and about $800 million under a Note Purchase Agreement
Senior notes: $250 million at 5.43% due 2031, $300 million at 5.65% due 2033, and $250 million at 5.90% due 2036
PSS generated sales of about $1.1 billion in 2025; Brady expects net debt-to-EBITDA of about 2.5x after transaction financing
DoubleVerify reported second-quarter 2026 revenue of $193.8 million, up 3%, and net income of $12.9 million, or $0.08 per diluted share, compared with $8.8 million, or $0.05, a year earlier. The same day, it entered a merger agreement under which Nielsen will acquire the company through Neptune BidCo US Inc., the parent company of Nielsen Holdings. DoubleVerify withdrew all previously issued financial outlook and guidance and suspended its earnings calls while the deal is pending, which reduces the financial visibility shareholders would otherwise have.
Q2 2026 revenue was $193.8 million, up 3%; activation revenue fell 1% to $107.7 million, while measurement revenue rose 6% to $66.8 million.
Net income was $12.9 million versus $8.8 million a year earlier; diluted EPS was $0.08 versus $0.05.
Adjusted EBITDA was $65.3 million, a 34% margin, versus $57.3 million a year earlier; the company reported $210 million in cash and no debt.
Merger agreement signed August 6, 2026 with Neptune BidCo US Inc.; all prior guidance withdrawn and the 4:30 p.m. Eastern earnings call canceled.
Sanuwave reported second-quarter 2026 revenue of $9.7 million, down 3% from $10.1 million a year earlier, and a net loss of $0.7 million compared with net income of $0.6 million in the prior-year quarter. The company withdrew its fiscal 2026 guidance, which it says should no longer be relied upon, citing Medicare reimbursement developments and will not issue new guidance until it has more clarity, expected after CMS publishes its final rule in the fourth quarter of 2026.
Q2 2026 revenue was $9.7 million, down 3% from $10.1 million in Q2 2025; gross margin was 76.2% versus 78.1%
Net loss was $0.7 million, or $(0.08) per share, versus net income of $0.6 million in Q2 2025
Adjusted EBITDA was $1.2 million versus $3.2 million a year earlier; 82 Ultramist systems were sold versus 116 in Q2 2025
Fiscal 2026 guidance withdrawn; no new guidance until CMS publishes its final rule, anticipated in Q4 2026
Kodiak Gas Services reported second-quarter 2026 total revenues of $391.1 million, up from $322.8 million a year earlier, and net income attributable to common shareholders of $52.0 million, or $0.53 per diluted share, compared with $39.5 million, or $0.43, in the second quarter of 2025. The company raised its full-year 2026 Adjusted EBITDA guidance to $830 million to $860 million and its discretionary cash flow guidance to $570 million to $600 million.
Q2 2026 total revenues of $391.1 million and Adjusted EBITDA of $216.8 million, a 21.7% increase over second quarter 2025
Net income attributable to common shareholders of $52.0 million, or $0.53 per diluted share, including $3.3 million of nonrecurring transaction expenses tied to the DPS acquisition
Full-year 2026 guidance: Adjusted EBITDA of $830 million to $860 million; the midpoint of Power Infrastructure growth capital expenditures was reduced
Free cash flow was negative $87.5 million in the quarter, compared with $37.0 million in the first quarter of 2026
Concentra reported second-quarter 2026 revenue of $606.0 million, up 10.0%, and net income attributable to the Company of $65.3 million, up 46.5%, and raised its full-year 2026 guidance. The company also said Keith Newton will step down as CEO and become executive chairman, and President and CFO Matt DiCanio will become CEO, both effective Nov. 1, 2026. The higher profit and raised outlook are the main points for shareholders, while the leadership change is a planned succession.
Q2 2026 revenue of $606.0 million, up 10.0% from $550.8 million; EPS of $0.51 versus $0.35 a year earlier
Full-year 2026 revenue guidance raised to $2.325 billion to $2.375 billion; Adjusted EBITDA guidance of $485 million to $495 million
Matt DiCanio to succeed Keith Newton as president and CEO effective Nov. 1, 2026; Robert Ortenzio to step down as board chair
Quarterly cash dividend of $0.0625 per share, payable on or about Aug. 28, 2026, to holders of record on Aug. 20, 2026
Chesapeake Utilities reported second-quarter 2026 net income of $25.4 million, or $1.05 per diluted share, up from $23.9 million, or $1.02, a year earlier. It raised its 2026 capital expenditure guidance by $100 million to $550 million to $600 million and reaffirmed its 2028 earnings guidance of $7.75 to $8.00 per share, which matters to shareholders because higher planned investment and the $1.2 billion Florida Energy Pathway project shape future growth.
Q2 2026 net income was $25.4 million and diluted EPS was $1.05, compared with $23.9 million and $1.02 in Q2 2025.
Six-month net income was $84.7 million and diluted EPS was $3.51, compared with $74.8 million and $3.22 a year earlier.
2026 capital expenditure guidance was raised to $550 million to $600 million, driven mainly by transmission, distribution and infrastructure investments.
The company reaffirmed its 2028 EPS guidance of $7.75 to $8.00 and plans a long-term guidance update in February 2027.
HASI reported second-quarter 2026 results on August 6, 2026, with GAAP diluted EPS of $0.92, up from $0.74 a year earlier, and Adjusted EPS of $0.75, up from $0.60. The company raised its Adjusted EPS guidance range to $3.55-$3.65 from $3.50-$3.60 and declared a quarterly dividend of $0.425 per share. Six-month GAAP diluted EPS was $0.43, down from $1.18 in the same period of 2025.
Q2 2026 GAAP diluted EPS was $0.92 versus $0.74 in Q2 2025; Adjusted EPS was $0.75 versus $0.60.
Six-month 2026 GAAP diluted EPS was $0.43 versus $1.18 for the first half of 2025.
Adjusted EPS guidance raised to $3.55-$3.65 from $3.50-$3.60; Adjusted ROE guidance of more than 17% in 2028 maintained.
Quarterly dividend of $0.425 per share, payable October 16, 2026, to holders of record as of October 2, 2026.
Ring Energy reported second-quarter 2026 net income of $64.8 million, or $0.27 per diluted share, compared with a net loss of $220.6 million in the first quarter, and revenue of $104.7 million, up 42% from the prior quarter. The company raised its midpoint for second-half 2026 oil production by about 2% and lowered its midpoint for lease operating expense by about 2%, and it gave initial 2027 targets, which together point to higher production and a planned increase in capital spending for the rest of 2026.
Q2 2026 net income of $64.8 million included a $42.2 million unrealized mark-to-market gain on commodity derivatives; adjusted net income was $24.0 million, or $0.10 per diluted share.
Second-half 2026 oil production guidance is 13,000 to 13,950 barrels per day, with the midpoint about 2% above prior guidance; capital spending guidance is $80 million to $100 million.
Initial 2027 guidance targets production growth of about 10% over full-year 2026 and capital expenditures about 10% lower than full-year 2026; 2027 capital spending is given as $135 million to $165 million.
Borrowings under the revolving credit facility fell to $360 million at June 30, 2026 from $426 million at March 31, 2026, and liquidity was about $226.1 million.
Nature's Sunshine reported second-quarter 2026 net sales up 2% to $117.0 million and gross profit margin up to 73.7%, but GAAP diluted earnings per share fell to $0.19 from $0.28. The company lowered its full-year 2026 net sales and adjusted EBITDA outlook, citing a stronger U.S. dollar and softness in China, and named Ruth Perkins as executive vice president and chief financial officer effective September 1, 2026.
Q2 2026 net sales rose 2% to $117.0 million; GAAP net income attributable to common shareholders was $3.5 million, or $0.19 per diluted share, versus $5.3 million, or $0.28, a year earlier.
Full-year 2026 net sales outlook was cut to $490 million to $500 million from $500 million to $515 million.
Full-year 2026 adjusted EBITDA outlook was cut to $48 million to $52 million from $50 million to $54 million.
Ruth Perkins appointed EVP and CFO effective September 1, 2026, with a $575,000 base salary and a target bonus of 70% of base salary.
Verrica Pharmaceuticals reported second-quarter 2026 results on August 6, 2026. Total revenue fell to $5.9 million from $12.7 million a year earlier, and the company posted a net loss of $13.2 million compared with net income of $0.2 million, even though U.S. YCANTH product revenue rose. The company also announced a credit facility of up to $27.5 million with an entity controlled by its chairman and largest shareholder, which it says could extend its cash runway into 2028.
Total revenue was $5.9 million versus $12.7 million in Q2 2025, which included $8.0 million of one-time Torii milestone revenue in the prior year.
U.S. YCANTH net product revenue was $5.1 million, up from $4.5 million, with dispensed applicator units up about 46% year over year to 19,626.
Q2 2026 net loss was $13.2 million, or $0.62 per share, versus net income of $0.2 million, or $0.02 per share, in Q2 2025.
Cash was $11.2 million at June 30, 2026, down from $30.1 million at December 31, 2025; the credit facility is up to $27.5 million with an entity controlled by Paul B. Manning.
Ultra Clean Holdings said CFO Sheri Savage ceased serving as Chief Financial Officer effective August 5, 2026, under a transition agreement, and Michael Keogh took over as CFO on that date. Savage stays on as a non-officer Finance Advisor until May 1, 2027, and the filing states her departure was not due to any disagreement with the company on operations, policies, or financial reporting.
Sheri Savage ceased to be CFO effective August 5, 2026; Michael Keogh succeeds her as CFO on that date
Savage remains employed as a non-officer Finance Advisor until the Separation Date of May 1, 2027
During the garden leave period, her base salary continues, she is eligible for a fiscal 2026 annual bonus, and she receives no salary increase or additional equity awards
Unvested equity awards keep vesting during the period and are forfeited if unvested when her employment ends
Orion Properties reported second quarter 2026 total revenues of $34.3 million, down from $37.3 million a year earlier, while net income attributable to common stockholders was $24.6 million, compared with a net loss of $25.1 million in the same quarter of 2025. Core FFO was $11.8 million, or $0.20 per diluted share, flat with the prior year, and the company raised its 2026 Core FFO per share guidance while lowering its net debt to adjusted EBITDA range, but its strategic options review and a default on the unconsolidated joint venture's loan remain open issues for shareholders.
Total revenues were $34.3 million, versus $37.3 million in Q2 2025; net income rose mainly on a $27.9 million increase in gains on dispositions and a $19.5 million decrease in impairment charges.
Core FFO was $11.8 million, or $0.20 per diluted share, the same per-share amount as in Q2 2025.
2026 Core FFO per share guidance was raised to $0.72 to $0.77 from $0.69 to $0.76; net debt to adjusted EBITDA guidance was lowered to 6.0x to 6.8x from 6.5x to 7.3x.
The unconsolidated joint venture's non-recourse loan, with $125.6 million outstanding as of August 6, 2026, went back into default on August 1, 2026 after a sale was terminated.
SUI Group Holdings reported a second-quarter 2026 net loss of $18.9 million, or $(0.23) per diluted share, compared with net income of $677 thousand, or $0.11 per diluted share, in the same period of 2025. Total revenue and other income rose to $1.2 million from $948 thousand, but the company recorded about $16.6 million of non-cash losses on digital assets and receivables, which it says do not affect liquidity.
Q2 2026 net loss of $18.9 million, or $(0.23) per diluted share, versus net income of $677 thousand, or $0.11 per share, in Q2 2025
Total revenue and other income increased to $1.2 million from $948 thousand, driven mainly by SUI staking revenue and digital lending interest income
About $16.6 million of non-cash losses on digital assets and receivables, including $18.9 million realized losses partly offset by a $2.3 million unrealized gain
Treasury held 109,141,243 SUI as of August 3, 2026; the company reports an mNAV of approximately 0.72x
Park Hotels & Resorts reported second quarter 2026 results, with comparable RevPAR up 5.8% and net income of $50 million, compared with a net loss of $2 million a year earlier. The company raised its full-year 2026 outlook, with Adjusted EBITDA now projected at $617 million to $637 million, up from $587 million to $617 million previously, which supports shareholder value.
Q2 diluted earnings per share were $0.24, versus a loss of $0.02 in Q2 2025; Adjusted EBITDA was $198 million, up 8.6%.
Full-year 2026 Adjusted EBITDA outlook raised to $617 million to $637 million from $587 million to $617 million; diluted EPS outlook raised to $0.35 to $0.45 from $0.29 to $0.44.
July comparable RevPAR is projected to rise 8.5% year over year, and third-quarter comparable group revenue pace is over 15%.
Board declared a third quarter cash dividend of $0.25 per share, payable October 15, 2026 to stockholders of record as of September 30, 2026.
Cloudflare reported second-quarter 2026 revenue of $696.1 million, up 36% from a year earlier, and non-GAAP net income per diluted share of $0.29, up from $0.21. GAAP net loss widened to $170.0 million, or $0.48 per share, from $50.4 million a year earlier, after $150.7 million in restructuring and other charges tied to a plan to align the organization with an agentic AI-first operating model. The company also gave third-quarter and full-year 2026 revenue and non-GAAP per-share outlooks.
Q2 2026 revenue $696.1 million, up 36% year-over-year; GAAP gross margin 71.8% versus 74.9% a year earlier
GAAP net loss $170.0 million ($0.48 per share) versus $50.4 million loss in Q2 2025, including $150.7 million in restructuring and other charges
Q3 2026 guidance: total revenue $736.0 to $737.0 million; full-year 2026 guidance: total revenue $2,864.0 to $2,870.0 million and non-GAAP net income per share $1.25 to $1.26
Free cash flow $56.4 million, or 8% of revenue, versus $33.3 million in Q2 2025
Globus Medical reported second-quarter 2026 worldwide net sales of $789.6 million, up 5.9%, and raised its full-year 2026 non-GAAP diluted EPS guidance to $4.95 to $5.05 from $4.70 to $4.80. GAAP diluted EPS fell 26.2% to $1.10, mainly because of a $110.5 million bargain purchase gain recorded in the prior-year quarter related to the Nevro acquisition. Full-year 2026 revenue guidance of $3.18 billion to $3.22 billion was reaffirmed.
Q2 2026 worldwide net sales were $789.6 million, up 5.9% as reported and 5.6% on a constant currency basis.
Non-GAAP diluted EPS was $1.34, up 55.8% from $0.86; GAAP diluted EPS was $1.10, down 26.2% from $1.49.
Full-year 2026 non-GAAP diluted EPS guidance raised to $4.95 to $5.05 from $4.70 to $4.80.
Full-year 2026 revenue guidance reaffirmed at $3.18 billion to $3.22 billion.
Hamilton reported second-quarter 2026 net income attributable to common shareholders of $143.8 million, down from $187.4 million a year earlier, while gross premiums written rose 16.7% to $831.0 million. The company also extended CEO Pina Albo's employment term through December 31, 2029, and said the Board has confidence in her leadership.
Diluted EPS was $1.42 versus $1.79 a year earlier; operating EPS was $1.56 versus $1.55
Combined ratio rose to 95.0% from 86.8%, and underwriting income fell to $29.1 million from $67.5 million
Gross premiums written increased 16.7% to $831.0 million; net premiums earned rose 14.6% to $586.0 million
CEO employment agreement amended to extend her term through December 31, 2029, then renew automatically in one-year periods
Puma Biotechnology reported second-quarter 2026 total revenue of $56.5 million, up from $52.4 million a year earlier, and net income of $8.2 million, or $0.16 per diluted share, versus $5.9 million, or $0.12, in the second quarter of 2025. The company raised its full-year 2026 total revenue and net income outlook, citing increased demand for NERLYNX, but first-half net income fell to $4.4 million from $8.8 million.
Q2 2026 total revenue was $56.5 million versus $52.4 million; net product revenue was $53.6 million versus $49.2 million.
Q2 2026 net income was $8.2 million, or $0.16 per diluted share, versus $5.9 million, or $0.12, in Q2 2025.
Full-year 2026 net income outlook raised to $17–$20 million from $16–$19 million; total revenue outlook raised to $224–$231 million from $222–$229 million.
First-half 2026 net income was $4.4 million, or $0.08 per diluted share, versus $8.8 million, or $0.18, in the first half of 2025.
Karman Space & Defense reported record second-quarter 2026 revenue of $182.1 million, up 58.2% from a year earlier, and net income of $14.0 million, up 106.1%. The company raised its full-year 2026 revenue and adjusted EBITDA guidance, which the filing says is a positive signal for shareholders, though the results depend on the company's forward-looking assumptions.
Q2 2026 revenue was $182.1 million, up 58.2% year over year, with organic growth of 24.4%.
Q2 2026 net income was $14.0 million, or $0.11 per diluted share, compared with $0.05 a year earlier.
Full-year 2026 revenue guidance was raised to $730 million to $745 million, and adjusted EBITDA guidance to $215.0 million to $222.5 million.
Backlog reached $1.3 billion as of June 30, 2026, up 65% from the end of fiscal 2025.
StandardAero reported second-quarter 2026 revenue of $1.6 billion, up 4.6% from a year earlier, and net income of $97.3 million, up from $67.7 million. The company raised its full-year 2026 guidance for revenue, Adjusted EBITDA and Adjusted Diluted EPS, though it also changed its Adjusted Diluted EPS and Adjusted Free Cash Flow definitions, which affects how those figures compare with prior periods.
Revenue was $1,599.7 million for the quarter, up 4.6%; diluted GAAP EPS was $0.29 versus $0.20 a year earlier
Adjusted EBITDA was $229.9 million, up 12.3%, with an Adjusted EBITDA Margin of 14.4% versus 13.4%
Full-year 2026 revenue guidance is $6,375 to $6,500 million and Adjusted Diluted EPS guidance is $1.50 to $1.57, with the EPS definition broadened to exclude amortization of all intangible assets, including license-related
Free cash flow was an inflow of $50.2 million for the quarter, but cash used in operations was $72.3 million
WillScot reported second quarter 2026 revenue of $612 million, up from $589 million a year earlier, and raised its full-year 2026 outlook for revenue and Adjusted EBITDA. Profit measures were weaker: Adjusted EBITDA fell to $228 million from $249 million, and Adjusted Diluted EPS dropped to $0.28 from $0.33, so shareholders face higher revenue alongside lower profit.
Q2 2026 revenue of $612 million, up from $589 million; net income of $47 million versus $48 million a year earlier
Adjusted EBITDA of $228 million at a 37.2% margin, down from $249 million and 42.3% a year earlier; Adjusted Diluted EPS $0.28 versus $0.33
2026 outlook raised to $2.3 billion in revenue and $920 million in Adjusted EBITDA; Net CAPEX outlook raised to $375 million
Total debt of $3,495 million at June 30, 2026; no debt maturities until August 2028
CareTrust REIT reported second quarter 2026 net income of $89.0 million, or $0.38 per diluted share, up $0.03 or 9% from a year earlier, and Normalized FFO of $119.7 million, or $0.51 per share, up 19%. The company also issued updated 2026 guidance, projecting Normalized FFO of $2.03 to $2.06 per share, which it says represents a 16.2% increase at the midpoint over 2025.
Q2 2026 net income attributable to CareTrust was $89.0 million ($0.38 per diluted share), versus $68.5 million in Q2 2025.
Normalized FFO was $119.7 million ($0.51 per diluted share), up 19% from $0.43 a year earlier.
2026 guidance: Normalized FFO of $2.03 to $2.06 per share and Normalized FAD of $2.01 to $2.04 per share, based on 233 million weighted average diluted shares.
Quarterly dividend of $0.39 per share was declared; the company reported a Net Debt to Annualized Normalized Run Rate EBITDA ratio of 1.01x as of quarter end.
Microchip reported first-quarter fiscal 2027 results for the period ended June 30, 2026. Net sales of $1.485 billion were up 38.0% from a year earlier and above the midpoint of its May 7 guidance, and GAAP and non-GAAP EPS both exceeded the guided ranges. The company guided September-quarter net sales up 7% to 9% sequentially and declared a 45.5-cent common dividend.
Net sales $1.485 billion, up 38.0% year over year from $1.076 billion; guidance midpoint was $1.456 billion
GAAP EPS $0.37 per diluted share versus guidance of $0.28 to $0.29; non-GAAP EPS $0.76 versus guidance of $0.67 to $0.71
Net income attributable to common stockholders $202.0 million, compared with a loss of $46.4 million a year earlier
Quarterly common dividend of 45.5 cents per share declared, payable September 9, 2026 to holders of record August 24, 2026
Zoetis appointed James (Jay) Saccaro, formerly CFO of GE HealthCare, as Executive Vice President, Chief Financial Officer and Chief Operating Officer, effective August 17, 2026. Current CFO Wetteny Joseph will move to a non-executive advisory role and remain with the company until February 28, 2027 or an earlier mutually agreed date. The change puts the finance function and Global Manufacturing and Supply under one executive.
Saccaro's offer letter, dated July 31, 2026, sets a base salary of $1 million and a target annual incentive of 100% of base salary.
Saccaro's annual target long-term incentive is $5 million, and he receives one-time make-whole awards of $6.25 million in restricted stock units and $1.25 million in cash.
Joseph's role as CFO ends after August 16, 2026, or a later date set by the company; his separation benefits follow the Executive Severance Plan.
Saccaro will serve as principal financial officer and principal accounting officer.
Power Solutions International reported second-quarter 2026 net sales of $152.5 million, down 21% from $191.9 million a year earlier, and net income of $16.9 million, down from $51.2 million. The prior-year quarter included a $29.2 million tax benefit, and diluted EPS was $0.73 versus $2.22. The company said it expects second-half 2026 sales to exceed first-half sales, but it is not providing formal full-year guidance.
Net sales were $152.5 million, down $39.4 million or 21%, mainly from lower power systems shipments tied to data center order timing and softer oil and gas demand.
Net income was $16.9 million, or $0.73 per diluted share, versus $51.2 million, or $2.22 per diluted share, a year earlier.
Gross margin was 27.1% versus 28.2% a year earlier, and rose about 420 basis points from the first quarter of 2026.
Total debt fell about $30.8 million during the quarter to $72.6 million as of June 30, 2026.
ESCO Technologies reported fiscal third-quarter 2026 sales of $339 million, up 14% from a year earlier, with GAAP EPS from continuing operations up 31% to $1.26 and adjusted EPS up 38% to $2.20. The company raised its full-year fiscal 2026 adjusted EPS guidance to $8.30 to $8.40 per share and raised the lower end of its sales guidance to $1.30 to $1.33 billion.
Q3 2026 sales rose $43 million (14%) to $339 million; organic sales rose 8%, and Maritime contributed $23 million of growth
Q3 2026 GAAP EPS from continuing operations was $1.26 versus $0.96 a year earlier; adjusted EPS was $2.20 versus $1.60
Full-year fiscal 2026 adjusted EPS guidance is $8.30 to $8.40, up from $8.00 to $8.25 in May; Q4 2026 adjusted EPS is expected at $2.55 to $2.65
The pending Megger Group acquisition is expected to close in Q1 of fiscal 2027, and the next quarterly dividend is $0.08 per share, payable October 15, 2026
American Healthcare REIT reported second quarter 2026 results that rose from a year earlier, with revenue of $674.3 million and GAAP net income attributable to controlling interest of $30.6 million, or $0.16 per diluted share. The company raised its full-year 2026 NFFO per diluted share guidance to $2.15 to $2.19 and its same-store NOI growth guidance to 11.0% to 13.0%, which raises the expected per-share earnings for shareholders.
Q2 2026 GAAP net income attributable to controlling interest was $30.6 million, or $0.16 per diluted share, versus $9.9 million, or $0.06, in Q2 2025.
Q2 2026 total revenues were $674.3 million, versus $542.5 million a year earlier; Normalized FFO was $0.54 per diluted share, versus $0.42.
2026 NFFO per diluted share guidance was raised to $2.15 to $2.19 from $2.03 to $2.09; total portfolio same-store NOI growth guidance was raised to 11.0% to 13.0% from 9.0% to 12.0%.
Net debt-to-annualized adjusted EBITDA fell to 2.5x as of June 30, 2026, from 3.0x as of March 31, 2026.
PubMatic reported second-quarter 2026 revenue of $78.6 million, up 11% from a year earlier, and a GAAP net loss of $1.2 million, narrower than the $5.2 million loss in the same period of 2025. The same day, Chief Financial Officer Steve Pantelick said he will retire, serving as CFO into the first quarter of 2027 and then as a senior adviser through July 1, 2027, while the company searches for a successor.
Q2 2026 revenue was $78.6 million, up 11% from $71.1 million; adjusted EBITDA rose to $19.6 million from $14.2 million.
GAAP diluted loss per share was $(0.03), compared with $(0.11) in Q2 2025.
Third-quarter 2026 guidance: revenue of $75 million to $77 million and adjusted EBITDA of $17.0 million to $19.0 million.
CFO Steve Pantelick will serve as CFO into Q1 2027, then as senior adviser through July 1, 2027; compensation terms for his transition have not been finalized.
Senseonics reported second quarter 2026 revenue of $14.5 million, up about 120% from a year earlier, and raised its full-year 2026 revenue and gross margin guidance. The net loss widened to $36.7 million from $14.5 million, so shareholders are weighing faster sales growth against larger losses.
Q2 2026 total revenue was $14.5 million, up from $6.6 million in Q2 2025; U.S. revenue was $12.6 million.
Net loss was $36.7 million, or $0.63 per share, versus $14.5 million, or $0.36 per share, a year earlier.
Full-year 2026 revenue guidance rose to $62 million to $66 million from $60 million to $64 million; gross margin guidance rose to 58% to 61% from 55% to 58%.
Cash, restricted cash and cash equivalents totaled $143.0 million as of June 30, 2026; indebtedness including accrued interest was $55.5 million.
Arteris reported second-quarter 2026 revenue of $24.1 million, up 46% year-over-year, and ACV plus royalties of $99.5 million, up 44%. The company also posted a GAAP net loss of $14.1 million, or $0.30 per share, compared with a $9.1 million loss a year earlier, and updated its full-year 2026 revenue guidance to $95.0 million to $98.0 million.
Q2 2026 revenue $24.1 million, up 46% year-over-year
GAAP net loss $14.1 million ($0.30 per share) vs. $9.1 million ($0.22 per share) in Q2 2025
FY 2026 revenue guidance $95.0 million to $98.0 million; Q3 2026 revenue guidance $24.0 million to $25.0 million
Saurabh Sinha to join as Chief Financial Officer starting September 8, 2026
QuinStreet reported record fiscal fourth-quarter and full-year 2026 results for the period ended June 30, 2026. Fourth-quarter revenue rose 43% year-over-year to $373.9 million and GAAP net income was $19.1 million, or $0.33 per diluted share, compared with $3.2 million a year earlier. The company also gave initial guidance for fiscal 2027 revenue of $1.45 billion to $1.55 billion and first-quarter revenue of $370 million to $380 million.
Q4 FY2026 revenue $373.9 million, up 43% year-over-year; GAAP net income $19.1 million, or $0.33 per diluted share
Full fiscal 2026 revenue $1.3 billion, up 18%; GAAP net income $81.2 million, or $1.40 per diluted share, including a $60.7 million tax valuation allowance release
Fiscal Q1 2027 revenue guidance of $370 million to $380 million; adjusted EBITDA guidance of $38 million to $40 million
Initial fiscal 2027 guidance: revenue of $1.45 billion to $1.55 billion and adjusted EBITDA of $150 million to $160 million
Synaptics reported fourth-quarter revenue of $308.0 million, up 9% year over year, and fiscal 2026 revenue of $1.2 billion, up 11%. A $425.3 million non-cash tax charge to establish a valuation allowance against U.S. deferred tax assets produced a fourth-quarter GAAP net loss of $447.4 million. The company will not hold an earnings call or provide a forward-looking outlook because of its pending all-stock acquisition by onsemi.
Q4 fiscal 2026 revenue was $308.0 million, up from $282.8 million a year earlier.
Q4 GAAP net loss was $447.4 million, or $11.53 per share, versus a loss of $4.7 million a year earlier; non-GAAP diluted EPS was $1.23, up from $1.01.
Fiscal 2026 revenue was $1.2 billion, up 11%; GAAP net loss was $490.8 million, or $12.62 per share; non-GAAP diluted EPS rose 27% to $4.58.
No earnings call or outlook, due to the pending all-stock merger with onsemi agreed on June 25, 2026.
Sweetgreen reported second-quarter 2026 revenue up 3.8% to $192.7 million, but same-store sales fell 6.2%, the net loss widened to $26.3 million from $23.2 million, and restaurant-level profit margin dropped to 13.1% from 18.9%. The company updated its fiscal 2026 outlook, citing reduced consumer demand for fresh prepared foods after a multistate cyclosporiasis outbreak that began in mid-July. For shareholders, the results show profitability still under pressure and a weaker expected year.
Revenue of $192.7 million rose 3.8%, but same-store sales fell 6.2%, with traffic down 2.0% and product mix down 4.2%.
Net loss was $26.3 million, or $(0.22) per share, versus a net loss of $23.2 million a year earlier.
Adjusted EBITDA was $(0.2) million, compared with $6.4 million in the prior-year quarter.
For fiscal 2026, the company expects same-store sales of (8.0)% to (7.0)% and adjusted EBITDA of $(27.0) million to $(23.0) million.
Funko reported second-quarter 2026 net sales of $207.7 million, up 7.4% from $193.5 million a year earlier, and net income of $15.4 million, or $0.27 per diluted share, compared with a net loss of $40.5 million a year earlier. The company raised its full-year 2026 adjusted EBITDA outlook to $100 million to $110 million and gross margin outlook to 46% to 47%, both including a $25.4 million pre-tax tariff-related benefit, while reiterating its full-year net sales outlook of flat to up 3%.
Q2 2026 net income was $15.4 million, or $0.27 per diluted share, versus a net loss of $40.5 million, or $(0.74) per diluted share, in Q2 2025; results include a $25.4 million pre-tax tariff-related benefit.
Full-year 2026 adjusted EBITDA guidance raised to $100 million-$110 million from $70 million-$80 million; gross margin guidance raised to 46%-47% from 41%-43%.
Full-year 2026 net sales guidance reiterated at flat to up 3%.
Third-quarter 2026 guidance: net sales approximately flat year over year, gross margin approximately 43%-44%, adjusted EBITDA $25 million to $30 million.
FIGS reported second quarter 2026 net revenues of $196.6 million, up 28.8% year over year, and net income of $28.4 million, or $0.15 per diluted share, versus $7.1 million, or $0.04, a year earlier. The company also said it is increasing its full-year 2026 outlook and its share repurchase authorization by $100.0 million, to up to $200.0 million, which gives shareholders a larger buyback capacity.
Q2 net revenues were $196.6 million, up 28.8%; net income was $28.4 million, or $0.15 per diluted share, compared with $0.04 a year earlier.
Q2 gross margin of 75.2% included a 780 basis point positive impact from IEEPA tariff refunds; adjusted EBITDA of $36.6 million excluded $7.9 million of those refunds.
Full-year 2026 outlook: net revenues growth of approximately 20% and adjusted EBITDA margin of 14.8% to 15.0%.
Board authorized a $100.0 million increase to the buyback, bringing the total authorization to $200.0 million; about $119.2 million remains available after the increase, following $80.8 million of repurchases through June 30, 2026.
Guardian Pharmacy Services reported second-quarter 2026 revenue of $351.8 million, up 2% year over year, and net income of $22.1 million, compared with $8.8 million a year earlier. The company raised its full-year 2026 revenue and Adjusted EBITDA guidance, but net income includes an $8.5 million payor-dispute settlement payment.
Revenue guidance raised to $1.43 billion-$1.45 billion from $1.40 billion-$1.42 billion; Adjusted EBITDA guidance raised to $129 million-$131 million from $122 million-$127 million.
Q2 Adjusted EBITDA was $29.7 million versus $25.0 million a year earlier; diluted EPS was $0.34 versus $0.14.
Net income includes an $8.5 million settlement related to a payor dispute, announced for April 21, 2026.
Company completed the Wellness Concepts acquisition after quarter-end; guidance excludes future acquisitions.
Universal Electronics reported second-quarter 2026 net sales of $73.2 million, down from $97.7 million a year earlier, while GAAP net income rose to $1.6 million from a loss of $2.9 million. The company also declared a $0.24 per share special dividend, named Wade M. Jenke CEO effective August 6, 2026, and reiterated its fiscal 2026 adjusted EPS guidance of $0.45 to $0.65.
Q2 2026 net sales were $73.2 million versus $97.7 million; GAAP net income was $1.6 million, or $0.12 per diluted share, versus a loss of $2.9 million, or $0.22 per share.
One-time special cash dividend of $0.24 per share, payable October 15, 2026 to holders of record on August 24, 2026.
Wade M. Jenke appointed CEO and President, succeeding interim CEO Richard K. Carnifax, who resigned; Raymond Ho named CFO and Joseph (Lee) Haughawout COO.
Fiscal 2026 adjusted non-GAAP diluted EPS guidance of $0.45 to $0.65 reiterated; company sued Amazon for patent infringement in the Central District of California.
Mach Natural Resources reported second quarter 2026 net income of $98 million, up from $89.7 million a year earlier, and Adjusted EBITDA of $182 million, up from $122 million. The company also declared a $0.36 per unit distribution and updated its 2026 outlook, raising estimated oil production by about 4% at the midpoint while lowering total Boe and gas production guidance.
Q2 2026 net income $98 million vs. $89.7 million in Q2 2025; revenue $406 million
Adjusted EBITDA $182 million vs. $122 million in Q2 2025
Quarterly cash distribution of $0.36 per common unit, payable August 31, 2026, to unitholders of record on August 17, 2026
2026 guidance: oil production up about 4% at midpoint; total Boe and gas production guidance decreased
Casella Waste Systems reported second-quarter 2026 revenue of $543.7 million, up 16.9% from a year earlier, driven by acquisitions, pricing and landfill volumes. GAAP net income fell to $3.8 million, and the company lowered its full-year 2026 net income guidance while raising its revenue guidance.
Q2 2026 revenues were $543.7 million, up $78.4 million, or 16.9%, from the same period in 2025.
Q2 net income was $3.8 million, down 27.6% from $5.2 million; Adjusted EBITDA was $123.2 million, up 12.5%.
Fiscal 2026 revenue guidance was raised to $2.090 billion to $2.110 billion from $2.060 billion to $2.080 billion.
Fiscal 2026 net income guidance was lowered to $0 to $6 million from $4 million to $10 million; Adjusted EBITDA guidance of $473 million to $483 million was reaffirmed.
Genpact reported second quarter 2026 net revenues of $1.343 billion, up 7.1% year over year, and diluted earnings per share of $0.86, up 14.7%. The company raised its full-year 2026 adjusted diluted EPS growth outlook to at least 12% and said it now expects Advanced Technology Solutions revenue to grow at least 25% for the year.
Net revenues were $1.343 billion, up 7.1%; Advanced Technology Solutions revenue rose 24.1% to $363 million.
Diluted EPS was $0.86, up 14.7%; adjusted diluted EPS was $1.00, up 13.6%.
Full-year 2026 adjusted diluted EPS growth guidance is at least 12%, up from the prior outlook.
Cash generated from operations was $72 million, compared with $177 million in the second quarter of 2025.
Organogenesis reported second-quarter 2026 net product revenue of $42.8 million, down 58% from $100.8 million a year earlier, and a net loss of $96.3 million, or $(0.77) per share, compared with a net loss of $9.4 million, or $(0.10) per share, in the second quarter of 2025. The company also lowered its full-year 2026 total net revenue outlook to $179.0 million to $215.0 million, a decline of 62% to 68% from 2025, with management saying the pace of recovery is slower than it expected.
Net product revenue of $42.8 million, down 58% from $100.8 million; Advanced Wound Care fell 61% to $36.1 million
Net loss of $96.3 million, or $(0.77) per share, including income tax expense of $45.4 million
FY2026 total net revenue guidance of $179.0 million to $215.0 million, a 62% to 68% decline from $564.2 million in 2025; prior guidance assumed a 45% to 52% decline
Cash, cash equivalents and restricted cash of $46.8 million at June 30, 2026, with no outstanding debt obligations
Twilio reported second-quarter 2026 revenue of $1.50 billion, up 22% from a year earlier, and non-GAAP earnings of $1.47 per diluted share, up from $1.19. GAAP diluted EPS of $6.68 was driven mainly by a $5.91 per share non-cash benefit from releasing a valuation allowance on U.S. deferred tax assets. The company raised its full-year 2026 guidance for reported revenue growth, organic revenue growth, non-GAAP income from operations and free cash flow.
Q2 2026 revenue was $1.50 billion, up 22% reported and 17% organic; non-GAAP income from operations was $285 million, up 29%.
GAAP diluted EPS of $6.68 included a $5.91 per share non-cash tax benefit; non-GAAP diluted EPS was $1.47 versus $1.19 a year earlier.
FY2026 guidance: reported revenue growth raised to 18% to 18.5% from 14% to 15%; non-GAAP income from operations and free cash flow each raised to $1.135 billion to $1.155 billion.
Twilio repurchased $66.0 million of stock in Q2 and had $826.0 million of its authorization remaining as of June 30, 2026.
Cytokinetics reported second quarter 2026 total revenue of $28.6 million, down from $66.8 million a year earlier, when the company recorded $64.4 million in license and milestone revenue. The net loss widened to $198.8 million, or $(1.50) per share, from $134.4 million, or $(1.12) per share. The company also raised its full year 2026 GAAP combined R&D and SG&A expense guidance, which it attributed to commercial readiness investments ahead of a potential 2027 nHCM launch of MYQORZO.
Total revenue was $28.6 million in Q2 2026 versus $66.8 million in Q2 2025; Q2 2026 had no license and milestone revenue.
MYQORZO net product revenue was $25.3 million, including $23.0 million from the U.S. and $2.3 million from Europe.
Net loss was $198.8 million, or $(1.50) per share, compared with $134.4 million, or $(1.12) per share, a year earlier.
2026 GAAP combined R&D and SG&A expense guidance rose to $860 million to $890 million from $830 million to $870 million.
electroCore reported second quarter 2026 net sales of $9.5 million, up 28% from $7.4 million a year earlier, and a GAAP net loss of $3.1 million, down from $3.7 million. The company raised its full-year 2026 revenue guidance to greater than 30% growth over 2025 and targets positive Adjusted EBITDA in the third quarter of 2027, which matters to shareholders because revenue growth and guidance improved while cash stood at about $10.0 million at June 30, 2026.
Q2 2026 net sales were $9.5 million versus $7.4 million in Q2 2025, an increase of about 28%.
GAAP net loss was $3.1 million, or $0.33 per share, compared with $3.7 million, or $0.44 per share, a year earlier.
2026 revenue guidance was raised to greater than 30% annual growth over full-year 2025.
Cash, cash equivalents and marketable securities were about $10.0 million at June 30, 2026, versus about $11.6 million at December 31, 2025.
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