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).
Bob's Discount Furniture said in an August 6, 2026 Regulation FD filing that it reaffirmed its fiscal 2026 outlook but corrected the GAAP net income range to $142 million to $150 million. The earlier range inadvertently excluded the tax impact of a tariff refund received in the second quarter. All other metrics in the outlook remain unchanged, so the correction applies to GAAP net income only.
Corrected fiscal 2026 GAAP net income outlook: $142 million to $150 million.
The correction adds the tax impact of a tariff refund received in the second quarter, which the earlier range had omitted.
Full fiscal 2026 outlook reaffirmed; all other metrics remain unchanged from the August 6, 2026 outlook.
Second quarter 2026 financial results were announced on August 6, 2026.
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.
Goldman Sachs BDC reported second quarter 2026 results for the period ended June 30, 2026, with net investment income of $0.38 per share, unchanged from a year earlier but up from $0.22 in the first quarter. Earnings per share were $0.21, down from $0.34 a year earlier, and net asset value per share fell 0.9% to $12.06, which matters to shareholders because it reflects a lower value per share and a declared third quarter base dividend of $0.32 that is below the $0.35 recorded in the first quarter.
Net investment income per share was $0.38 in Q2 2026, compared with $0.38 in Q2 2025 and $0.22 in Q1 2026.
Earnings per share were $0.21 in Q2 2026, compared with $0.34 in Q2 2025.
Net asset value per share was $12.06 as of June 30, 2026, down from $12.17 as of March 31, 2026.
The board declared a third quarter 2026 base dividend of $0.32 per share, payable on or about October 28, 2026, and a second quarter supplemental dividend of $0.03 per share, payable on or about September 15, 2026.
Century Casinos reported second-quarter 2026 results on August 7, 2026. Net operating revenue rose 1% to $152.0 million and the net loss attributable to shareholders narrowed to $10.9 million from $12.3 million a year earlier, or $0.39 per share versus $0.40. Poland was a drag, with its net operating revenue down 19%, while the US West segment's Adjusted EBITDAR rose 93% to $4.5 million.
Net operating revenue was $152.0 million in the quarter ended June 30, 2026, up 1% from $150.8 million.
Net loss attributable to shareholders was $10.9 million, or $0.39 per share, compared with $12.3 million, or $0.40 per share, a year earlier.
Consolidated Adjusted EBITDAR was $31.7 million, up 5%; Poland's Adjusted EBITDAR was $52 thousand versus $1.9 million a year earlier.
Poland net operating revenue fell 19% to $19.9 million, and the filing cites low table hold in June 2026.
Ellington Financial reported second-quarter 2026 net income attributable to common stockholders of $54.4 million, or $0.43 per share, down from $95.5 million, or $0.78 per share, in the first quarter. Adjusted Distributable Earnings were $75.5 million, or $0.60 per share, which the company says covered its $0.39 per share dividend, and book value per share was $13.61 as of June 30, 2026.
Net income attributable to common stockholders was $54.4 million, or $0.43 per share, versus $95.5 million, or $0.78 per share, in the first quarter of 2026.
Adjusted Distributable Earnings were $75.5 million, or $0.60 per share, compared with a dividend of $0.39 per share for the quarter.
Book value per common share was $13.61 as of June 30, 2026.
Recourse debt-to-equity ratio was 1.9:1, and total debt-to-equity was 9.2:1, as of June 30, 2026.
Rocket Companies reported second-quarter 2026 results, with total revenue, net of $2.78 billion, up from $1.45 billion a year earlier, and GAAP net income of $229 million, up from $34 million. For shareholders, the filing shows higher revenue and profit, and it gives a third-quarter 2026 adjusted revenue outlook of $2.5 billion to $2.7 billion.
Q2 2026 adjusted net income was $441 million, versus $75 million in Q2 2025; adjusted diluted EPS was $0.16, versus $0.04.
Q2 2026 adjusted EBITDA was $766 million, versus $172 million in Q2 2025.
Third-quarter 2026 outlook calls for adjusted revenue between $2.5 billion and $2.7 billion, compared with Q2 2026 adjusted revenue of $2.76 billion.
LTC Properties entered into a new equity distribution agreement allowing it to sell up to $500 million of common stock at its option, through sales agents and forward sale agreements. The filing says the company terminated its prior at-the-market program, under which about $90 million remained unsold, to enter into the new agreement.
Up to $500 million of common stock may be issued and sold from time to time, at the company's option, under the agreement dated August 6, 2026.
The agreement replaces an original program dated November 13, 2024, as amended August 5, 2025, which allowed up to $400 million; about $90 million remained unsold when it was terminated.
Sales agent commissions will not exceed 2.0% of the gross sales price of shares sold through the agents.
Net proceeds may be used to pay down the unsecured revolving line of credit, fund acquisitions and originations, or for working capital and other general corporate purposes.
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.
Innodata entered an equity distribution agreement allowing it to sell up to $300 million of common stock through five sales agents, Goldman Sachs and four others. The company has no obligation to sell any shares and may suspend or terminate the offering at any time, and sales would dilute existing shareholders if made.
Agreement dated August 6, 2026 covers shares with an aggregate offering price of up to $300 million.
Sales agents are Goldman Sachs & Co. LLC, Craig-Hallum Capital Group LLC, Wells Fargo Securities, LLC, Maxim Group LLC, and Wedbush Securities Inc.
Sales agents receive a commission of up to 2.0% of gross proceeds from each sale.
Shares would be issued under a Form S-3 shelf registration statement (File No. 333-298075) that became effective upon filing on August 6, 2026.
Solid Biosciences filed a prospectus supplement under its existing shelf registration to offer up to $200.0 million of common stock through a sales agreement with Jefferies LLC. The company said it had already sold about $85.0 million of stock under a prior supplement, which it will no longer use once this one is filed.
Up to $200.0 million of common stock may be sold under the Amended and Restated Sales Agreement dated March 13, 2024 with Jefferies LLC.
Prior prospectus supplement covered up to $85.0 million; about $85.0 million in gross proceeds had been raised under it and the Sales Agreement as of the filing date.
Offering is made under the Form S-3 shelf registration (File No. 333-287325), declared effective May 27, 2025.
Wilmer Cutler Pickering Hale and Dorr LLP issued a legal opinion on the shares (Exhibit 5.1).
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.
Consolidated Edison reported second-quarter 2026 net income for common stock of $308 million, or $0.83 a share, up from $246 million, or $0.68 a share, a year earlier. The company reaffirmed its 2026 adjusted earnings per share guidance of $6.00 to $6.20, which excludes a gain on the sale of its MVP stake that it expects to be determined at year-end.
Q2 2026 net income for common stock was $308 million ($0.83 a share), versus $246 million ($0.68 a share) in Q2 2025.
Adjusted Q2 2026 earnings were $308 million ($0.83 a share), versus $240 million ($0.67 a share) in Q2 2025.
Six-month 2026 net income was $1,232 million ($3.37 a share), versus $1,038 million ($2.93 a share) in the first half of 2025.
2026 adjusted EPS guidance of $6.00 to $6.20 was reaffirmed; the MVP gain is excluded at $(0.37) a share after tax.
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
American Outdoor Brands, Inc. (AOUT) added Kevin D. Leary, CEO of Hallador Investment Advisors, to its Board of Directors effective August 4, 2026. The filing describes him as an independent director who will serve on the Compensation Committee and the Nominations and Corporate Governance Committee, with a term running to the 2026 annual meeting.
Kevin D. Leary appointed to the Board effective August 4, 2026, with a term expiring at the 2026 annual meeting.
Leary will sit on the Compensation Committee and the Nominations and Corporate Governance Committee.
He is CEO of Hallador Investment Advisors, a family office he has been with since 2015 and has led as CEO since 2021.
Board Chairman Barry Monheit described Leary as bringing a longstanding large shareholder perspective.
On August 6, 2026, Clearway Energy entered an equity distribution agreement allowing it to sell up to $100 million of Class C common stock through five agents over time at market prices. The company says proceeds may fund general corporate purposes, including repaying or refinancing debt, working capital, capital expenditures and acquisitions, so shareholders could see dilution if shares are sold.
Program size: up to $100,000,000 aggregate sales price of Class C common stock
Agents named: Wells Fargo Securities, Morgan Stanley, BofA Securities, Citigroup Global Markets and J.P. Morgan Securities
Shares to be issued under a prospectus supplement dated August 6, 2026, to a Form S-3 shelf registration that became effective on August 6, 2026
The filing does not state that any shares have been sold
Rare Earths Americas subsidiaries amended an option agreement with Southeast Metals LLC, changing the target to a Weyerhaeuser Mining Lease, and FRE US exercised the option on July 31, 2026. Closing will require $375,000 in cash and $2,000,000 in Company common stock, and is subject to Weyerhaeuser approvals, so the deal could add to outstanding shares if completed.
Third Amendment dated July 31, 2026 modifies original agreement dated December 11, 2020
Option to acquire and assume Weyerhaeuser Mining Lease dated October 1, 2020; exclusive option held through August 1, 2026
Consideration at closing: $375,000 cash plus $2,000,000 in common stock issued in a private placement
Closing subject to customary conditions, including SEM obtaining Weyerhaeuser Company approvals
Octave Specialty Group reported second-quarter 2026 revenue of $83.0 million, up 51% from $55.0 million a year earlier, led by its Insurance Distribution segment and the ArmadaCare acquisition. Net loss attributable to shareholders was $14.4 million, or $(0.33) per diluted share, compared with a $72.7 million loss a year earlier that included discontinued operations. The company will discuss its results and updated 2026 guidance on a call on August 7, 2026.
Total revenue of $83.0 million for Q2 2026, up 51%; Insurance Distribution revenue rose 77% to $58.4 million with 44.1% organic growth
Net loss attributable to shareholders of $14.4 million, or $(0.33) per diluted share, versus $72.7 million, or $(1.51) per share, in Q2 2025
Adjusted EBITDA to shareholders was $3.7 million versus $(4.6) million a year earlier; Everspan combined ratio improved to 100.6% from 106.7%
At its August 4, 2026 annual meeting, Anterix stockholders approved Amendment No. 2 to the 2023 Stock Plan, which adds 1.0 million shares of common stock available for issuance, and elected seven directors. Stockholders also approved the advisory say-on-pay vote and ratified Deloitte & Touche LLP as auditor, so the plan change adds share capacity for future equity awards.
Plan amendment approved with 13,558,280 votes for and 1,099,125 against; it adds 1.0 million shares to the 2023 Stock Plan
Seven directors elected, including Jeffrey A. Altman and Mahvash Yazdi, to serve until the 2027 Annual Meeting
Advisory vote on executive compensation approved with 14,641,617 votes for and 15,894 against; stockholders chose a one-year frequency for future votes
Deloitte & Touche LLP ratified for the fiscal year ending March 31, 2027; quorum was about 90.06% of eligible shares
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.
Friedman Industries reported results for its first quarter ended June 30, 2026, with net sales of $240.0 million, up from $134.8 million a year earlier. Net earnings rose to $12.8 million, or $1.79 per diluted share, compared with $5.0 million, or $0.71 per diluted share, in the prior-year quarter. The company expects second quarter sales volumes to be comparable to the first quarter and anticipates sequential margin improvement from higher average selling prices.
Net sales of $240.0 million, up 78% year-over-year; sales volume of about 206,000 tons, up 28%
Net earnings of $12.8 million ($1.79 diluted EPS) versus $5.0 million ($0.71) a year earlier
EBITDA of $19.3 million, compared with $8.2 million in the quarter ended June 30, 2025
Outlook: second quarter sales volumes expected to be comparable to first quarter volumes
Magnera reported results for the quarter ended June 27, 2026, with net sales up 2% to $857 million and adjusted EBITDA up 9% to $99 million. GAAP net loss widened to $20 million, or $0.56 per share, from $18 million, or $0.51 per share, a year earlier. The company reaffirmed its full-year free cash flow outlook but said it expects adjusted EBITDA toward the lower end of its guidance range.
Net sales were $857 million, up from $839 million in the June 2025 quarter, including a $21 million favorable foreign currency effect.
Operating income was $22 million, compared with $13 million a year earlier.
Net loss was $20 million, or $0.56 per share, versus a net loss of $18 million, or $0.51 per share, in the prior-year quarter.
Management reaffirmed its full-year free cash flow outlook and is holding to the lower end of its adjusted EBITDA guidance range.
Organogenesis entered an at-the-market sales agreement with BTIG and Citizens JMP that lets it sell Class A common stock worth up to $75 million through the agents over time. The company is not obligated to sell any shares, so any sales would depend on its instructions and would add to the number of shares outstanding.
Agreement dated August 6, 2026, with BTIG, LLC and Citizens JMP Securities, LLC as sales agents
Aggregate offering price of up to $75,000,000 under a prospectus supplement dated August 6, 2026
Agents receive a commission of up to 3.0% of gross sales price per share sold
Shares are offered under a Form S-3 shelf registration effective August 15, 2024; the company has no obligation to sell
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.
VAALCO reported second-quarter 2026 net income of $42.4 million ($0.39 per diluted share), compared with a net loss of $93.8 million in the first quarter, and Adjusted EBITDAX of $54.8 million, up from $11.6 million in the first quarter. The company affirmed its raised full-year 2026 production and sales guidance, kept 2026 capital guidance unchanged, and declared a $0.0625 quarterly dividend payable September 22, 2026.
Net income of $42.4 million vs. a net loss of $93.8 million in Q1 2026 and net income of $8.4 million in Q2 2025; the company cited hedging gains and higher realized pricing.
Total commodity sales of $135.2 million in Q2 2026, up from $62.6 million in Q1 2026; average realized price of $80.77 per BOE.
Q3 2026 production is expected to be 19,600 to 21,600 NRI BOPD, including a full quarter from Côte d'Ivoire; full-year 2026 capital expenditure guidance remains $290 million to $360 million.
Quarterly dividend of $0.0625 per share, record date August 21, 2026; earnings conference call on August 7, 2026 at 8:00 a.m. Central Time.
Relmada reported a second-quarter 2026 net loss of $12.9 million, up from $9.9 million a year earlier, as research and development spending rose to $8.4 million from $2.8 million. The loss per share narrowed to $0.11 from $0.30, but the company's weighted average share count grew to 112.4 million from 33.2 million. The company said its $217.7 million in cash and short-term investments is expected to fund operations through 2029, including completion of the NDV-01 Phase 3 RESCUE program.
Net loss of $12.9 million, or $0.11 per share, for the three months ended June 30, 2026, versus $9.9 million, or $0.30 per share, a year earlier
Research and development expense rose to $8.4 million from $2.8 million, mainly due to higher NDV-01 and sepranolone study costs and manufacturing and drug storage costs
Cash, cash equivalents and short-term investments were $217.7 million at June 30, 2026, up from about $93.0 million at December 31, 2025
The company expects to submit the NDV-01 IND and the sepranolone IND by year-end 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.
TCGX Acquisition Corp., a special purpose acquisition company focused on healthcare, closed its initial public offering on August 6, 2026, selling 8,625,000 Class A ordinary shares at $10.00 each for gross proceeds of $86.25 million. The filing says $86.25 million was placed in a trust account, which will not be released except for a business combination, certain shareholder redemptions, or interest used for taxes, and the company has 24 months from the IPO closing to complete a business combination. Three independent directors were appointed and two directors resigned.
Sold 8,625,000 Class A ordinary shares at $10.00 per share, including 1,125,000 shares from the full exercise of the underwriters' over-allotment option, for gross proceeds of $86.25 million.
Concurrent private placement of 522,500 shares at $10.00 per share, or $5.225 million, to the sponsor (436,250 shares) and Jefferies LLC (86,250 shares).
$86.25 million placed in a trust account at Citibank, N.A., with a 24-month deadline from the IPO closing to complete an initial business combination.
Andrew Cheng, Ying Huang and Wei Lin appointed to the board on August 4, 2026; Chen Yu and Craig Skaling resigned from the board.
indie Semiconductor reported second-quarter 2026 revenue of $64.0 million, up 24% from a year earlier and above the midpoint of its guidance range. Its GAAP operating loss narrowed to $35.1 million from $43.0 million, and it expects third-quarter revenue of $67 million to $73 million, about 30% growth at the midpoint, including roughly $30 million from Wuxi indie Micro, whose pending sale is disclosed in the filing.
Q2 2026 revenue was $64.0 million, up from $51.6 million in Q2 2025.
GAAP operating loss was $35.1 million versus $43.0 million a year earlier; non-GAAP operating loss was $8.9 million versus $14.5 million.
GAAP loss per share was $0.17 versus $0.20 a year earlier; non-GAAP loss per share was $0.05, which the company said was in line with prior guidance.
Q3 2026 revenue outlook is $67 million to $73 million, with about $40 million from the core business and $30 million from Wuxi indie Micro.
Granite Ridge Resources reported second quarter 2026 oil and natural gas sales of $149.3 million, up from $109.2 million a year earlier, and net income of $30.0 million, or $0.23 per diluted share, compared with $25.1 million, or $0.19, in the prior-year quarter. The company also disclosed that Grey Rock Investment Partners, which owns about 50% of its common stock, plans to distribute a portion of its shares to limited partners in the third quarter of 2026, which could eventually change how the company is governed.
Oil and natural gas sales were $149.3 million in Q2 2026 versus $109.2 million in Q2 2025.
Net income was $30.0 million, or $0.23 per diluted share, versus $25.1 million, or $0.19, a year earlier.
For the six months ended June 30, 2026, the company reported a net loss of $17.0 million, compared with net income of $34.9 million in the prior year period.
Grey Rock plans an in-kind share distribution in Q3 2026, the first of multiple expected tranches; the company will receive no proceeds. A $0.11 per share dividend is payable September 14, 2026, to holders of record on August 28, 2026.
Silvaco Group issued a $10.0 million unsecured senior convertible note to Micron Technology, a customer, after signing a purchase agreement on August 5, 2026 and closing on August 6, 2026. The note bears 8.0% simple interest and automatically converts into common stock on August 7, 2028 or before a change of control, so it may dilute existing shareholders by an amount that cannot yet be determined.
Principal of $10.0 million, 8.0% simple interest per annum, unsecured
Automatic conversion on August 7, 2028, or before a change of control, at the lower of 90% of fair market value or 115% of the prior closing price
Conversion shares capped by Nasdaq Listing Rule 5635(d) limit; if stockholder approval is not obtained, Silvaco must make a cash payment to Micron
While the note is outstanding, Silvaco may incur up to $50.0 million of additional subordinated borrowings
Cedar Realty Trust filed an 8-K stating that its parent, Wheeler Real Estate Investment Trust (WHLR), made available non-public information and supplemental financial information for the three and six months ended June 30, 2026, in a WHLR press release dated August 6, 2026. The filing itself contains no financial figures; the results are furnished as exhibits incorporated by reference from WHLR's separate 8-K.
WHLR press release and supplemental financial information for the three and six months ended June 30, 2026, dated August 6, 2026
Materials furnished as Exhibits 99.1 and 99.2 and available on WHLR's website, www.whlr.us
The filing text does not state revenue, profit, or guidance figures
Filed August 6, 2026 and signed by CEO and President M. Andrew Franklin
Amphastar reported second-quarter 2026 net revenues of $183.9 million, up 5% from $174.4 million a year earlier, and gross margin rose to 50.8% from 49.6%. GAAP net income fell slightly to $30.3 million, though diluted EPS rose to $0.67 from $0.64 on a lower share count, and income from operations declined to $39.7 million from $42.2 million. Shareholders face a $100.0 million milestone payment to Eli Lilly due in the third quarter of 2026.
Net revenues $183.9 million vs. $174.4 million a year earlier; glucagon sales fell 42% to $11.9 million
GAAP net income $30.3 million, or $0.67 diluted EPS, vs. $31.0 million, or $0.64, in Q2 2025
Adjusted non-GAAP net income $40.8 million, or $0.91 per diluted share, vs. $0.85 a year earlier
BAQSIMI first annual net sales milestone of $175.0 million triggers a $100.0 million payment to Lilly due Q3 2026
Cryoport reported second-quarter 2026 revenue of $49.0 million, up 8% from $45.5 million a year earlier, and a loss from continuing operations that narrowed to $8.3 million from $12.0 million. Adjusted EBITDA from continuing operations was $0.4 million, compared with negative $0.9 million a year earlier. The year-ago period included a $120.9 million gain from the sale of the CRYOPDP courier business, so the reported net loss of $8.3 million compares with net income of $108.9 million in Q2 2025.
Q2 2026 total revenue was $49.0 million, up 8% year-over-year; Life Sciences Services revenue rose 15% to $28.0 million.
Loss from continuing operations was $8.3 million for Q2 2026, compared with $12.0 million for Q2 2025.
Total gross margin was 46.6% for Q2 2026, compared with 47.0% for Q2 2025.
Cryoport held $396.7 million in cash, cash equivalents, and short-term investments as of June 30, 2026.
KLA Corporation's Board of Directors declared a quarterly cash dividend of $0.23 per share on its common stock, announced August 6, 2026. The dividend is payable September 1, 2026, to shareholders of record as of the close of business on August 17, 2026. The announcement is a routine capital return action and does not include financial results.
Dividend amount: $0.23 per share, declared quarterly
Wingstop increased its board from ten to eleven members and elected Jay Snowden, CEO and President of PENN Entertainment, as an independent Class II director effective August 6, 2026. Snowden joins the Audit and Compensation Committees, which gives the board a new member with senior casino and gaming leadership experience.
Board size increased from ten to eleven members; Snowden fills the new seat effective immediately on August 6, 2026
Snowden receives $100,000 in annual cash compensation for board service
Restricted stock grant valued at approximately $112,500 vests on May 21, 2027
Snowden has been CEO and President of PENN Entertainment since January 2020
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.
Red Cat Holdings reported second-quarter 2026 revenue of $20.2 million, up 527% from the prior-year quarter, with gross margin of 16.1%. The net loss widened to $35.3 million, or $0.26 per share, from $13.3 million, or $0.15 per share, a year earlier. The company reaffirmed its full-year 2026 revenue target of $150 million to $180 million and reported cash of $325.6 million at June 30, 2026.
Q2 2026 revenue was $20.2 million versus $3.2 million in Q2 2025; gross profit was $3.3 million.
Net loss was $35.3 million, or $0.26 per share, compared with $13.3 million, or $0.15 per share, in Q2 2025.
Full-year 2026 target revenue of $150 million to $180 million was reaffirmed.
Cash totaled $325.6 million at June 30, 2026, compared with $167.9 million at December 31, 2025.
NETGEAR reported second-quarter 2026 net revenue of $168.6 million, down 1.2% year over year, with GAAP net loss per share of $0.27 versus $0.22 a year earlier and non-GAAP EPS of $0.16 versus $0.06. The company guided third-quarter net revenue to $165 million to $175 million and GAAP operating margin to (12.0)% to (9.0)%, and it added Douglas Murray to its board effective August 3, 2026.
Q2 2026 net revenue was $168.6 million, down 1.2% year over year; GAAP gross margin rose to 40.2% and non-GAAP gross margin to 41.4%.
GAAP EPS was $(0.27) versus $(0.22) a year earlier; non-GAAP EPS was $0.16 versus $0.06.
Third-quarter 2026 guidance: net revenue of $165 million to $175 million; GAAP operating margin of (12.0)% to (9.0)%; non-GAAP operating margin of (3.0)% to 0.0%.
Douglas Murray was elected to the board on August 3, 2026; his committee assignment has not yet been determined.
HCI Group reported second-quarter 2026 pre-tax income of $111 million and net income after noncontrolling interests of $74 million, both up from the prior-year quarter. Diluted earnings per share rose to $5.60 from $5.18, and gross premiums earned increased 6% to $321 million, which shareholders can weigh against a gross loss ratio that rose to 22.2% from 21.3%.
Q2 2026 pre-tax income was $111 million, versus $94 million in Q2 2025.
Net income after noncontrolling interests was $74 million, versus $66 million; diluted EPS was $5.60, versus $5.18.
Gross premiums earned rose 6% to $321 million; gross loss and loss adjustment expense ratio was 22.2%, versus 21.3%.
HCI completed its $80 million share repurchase program on July 17, 2026, repurchasing 504,330 shares in total.
PDF Solutions reported second-quarter 2026 revenue of $61.5 million, up 19% from $51.7 million a year earlier but up only 2% from the first quarter. GAAP net income was $4.3 million, or $0.10 per diluted share, down from $4.8 million, or $0.12, in the first quarter, though up from $1.1 million, or $0.03, a year earlier. The company reaffirmed its 20% annual revenue growth target for 2026.
Total revenues $61.5 million, up 19% year over year and up from $60.1 million in Q1 2026
GAAP diluted EPS $0.10 versus $0.12 in Q1 2026 and $0.03 in Q2 2025; non-GAAP diluted EPS $0.27 versus $0.31 in Q1 2026
Ending backlog $270.7 million, up from $246.4 million in Q1 2026
May 2026 secondary offering issued 1.9 million shares for net proceeds of $81.8 million
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