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).
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.
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.
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.
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.
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.
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
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.
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
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.
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
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
Karat Packaging reported record second-quarter 2026 net sales of $136.3 million, up 9.9%, and net income of $29.6 million, up 168.3%. The filing says $20.2 million of that net income came from IEEPA tariff refunds, which will not recur at the same level, and the company expects third-quarter net sales to rise by low double digits.
Q2 2026 net sales were $136.3 million, up 9.9% from $124.0 million a year earlier.
Diluted earnings per share were $1.46, versus $0.54 in Q2 2025; the filing attributes $1.00 per share to IEEPA tariff refunds.
Board raised the regular quarterly dividend to $0.47 per share, payable on or about August 28, 2026.
Q3 2026 guidance: net sales up by low double digits and gross margin of 35% to 37%.
AIG reported second-quarter 2026 results, with net income of $948 million, or $1.78 per diluted share, down from $1.98 a year earlier, mainly because of changes in the fair value of its Corebridge investment and equity securities. Adjusted after-tax income rose 10% to $2.00 per diluted share, helped by higher underwriting income, and the board declared a $0.50 quarterly dividend.
Net income attributable to AIG common shareholders was $948 million, or $1.78 per diluted share, versus $1.1 billion, or $1.98, in the prior-year quarter.
Adjusted after-tax income was $1.1 billion, or $2.00 per diluted share, versus $1.81 a year earlier.
General Insurance net premiums written rose 9% to $7.5 billion, and the combined ratio improved to 89.0% from 89.3%.
The board declared a $0.50 per share dividend, payable September 30, 2026, to shareholders of record on September 16, 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
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
Assured Guaranty reported second quarter 2026 GAAP net income attributable to the company of $39 million, or $0.88 per diluted share, down from $103 million, or $2.08 per share, a year earlier. Adjusted operating income rose to $55 million, or $1.23 per share, from $50 million, or $1.01 per share, and the company returned $62 million to shareholders in the quarter through buybacks and dividends.
GAAP net income attributable to the company was $39 million ($0.88 per diluted share) in Q2 2026, versus $103 million ($2.08) in Q2 2025.
Adjusted operating income was $55 million ($1.23 per share), versus $50 million ($1.01) in Q2 2025.
Shareholders' equity per share was $126.18 as of June 30, 2026, and adjusted book value per share was $189.72; the CEO said both reached record highs.
Capital returned to shareholders in Q2 2026 was $62 million, including $45 million of share repurchases and $17 million of dividends.
Gladstone Investment Corporation reported net investment income of $15.9 million, or $0.40 per weighted-average share, for the quarter ended June 30, 2026, compared with a net investment loss of $10.6 million in the prior quarter. However, the net decrease in net assets resulting from operations was $11.9 million, and net asset value per share fell to $16.24 from $16.78 on March 31, 2026, driven mainly by $18.8 million of net unrealized depreciation and a $9.0 million net realized loss. For shareholders, higher operating income was offset by a lower net asset value and a net loss from operations.
Total investment income rose 12.6% to $28.4 million from $25.2 million in the prior quarter.
Net decrease in net assets from operations was $11.9 million, or $(0.30) per share, versus an increase of $82.4 million in the prior quarter.
Adjusted net investment income was $0.26 per share, up from $0.20; the company declared $0.08 per share monthly distributions for July, August and September 2026 payments.
Net asset value per share was $16.24 as of June 30, 2026, down from $16.78 as of March 31, 2026.
CytoSorbents reported second quarter 2026 results with revenue flat year over year at $9.6 million. Net loss was $4.4 million, or $0.07 per share, compared with net income of $1.9 million, or $0.03 per share, a year earlier; the company attributes the swing mainly to non-cash foreign currency translation changes. Operating loss narrowed 27% to $2.6 million and gross margin rose to 73%, but the balance sheet shows a stockholders' deficit of $0.8 million and $14.1 million of debt classified as current.
Q2 2026 revenue was $9.6 million, unchanged from a year ago; Germany sales fell 24% while distributor and strategic partner sales rose 16%.
Net loss was $4.4 million ($0.07 per share) versus net income of $1.9 million ($0.03 per share) in Q2 2025, mainly due to foreign currency effects.
Operating loss improved to $2.6 million from $3.6 million, and gross margin rose to 73% from 71% a year ago.
Cash, cash equivalents and restricted cash were about $5.9 million at June 30, 2026, versus $6.3 million at March 31, 2026; current debt was $14.1 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
Phunware reported second-quarter 2026 results on August 6, 2026. Net revenue rose 76% to $0.8 million, which the company said reflected a customer-initiated early contract termination, while the net loss widened to $5.2 million, or $0.26 per share, from $3.1 million, or $0.16 per share, a year earlier. Shareholders should note that the revenue gain came from a contract ending early and that losses and cash use continued to grow, although the company reported $92.1 million in cash and no debt.
Q2 net revenue was $0.8 million, up from $0.5 million, which the company attributed to a customer-initiated early contract termination.
Q2 net loss was $5.2 million, or $0.26 per share, compared with $3.1 million, or $0.16 per share, in Q2 2025.
Adjusted EBITDA loss was $5.5 million in Q2 2026, compared with $4.1 million in Q2 2025; net cash used in operations was $8.5 million for the six months ended June 30, 2026.
Cash and cash equivalents totaled $92.1 million as of June 30, 2026, with no debt.
Clean Energy Fuels reported second-quarter 2026 revenue of $106.4 million, up from $102.6 million a year earlier, and a GAAP net loss of $14.9 million, or $0.07 per share, versus $20.2 million, or $0.09 per share, in Q2 2025. Adjusted EBITDA fell to $16.0 million from $17.5 million, and the company reiterated 2026 Adjusted EBITDA guidance of $70 million to $75 million with a GAAP net loss expected between $71 million and $66 million.
Q2 2026 revenue of $106.4 million, compared with $102.6 million in Q2 2025
GAAP net loss attributable to Clean Energy of $14.9 million ($0.07 per share), compared with $20.2 million ($0.09 per share) a year earlier
Adjusted EBITDA of $16.0 million, compared with $17.5 million in Q2 2025
2026 outlook: Adjusted EBITDA of $70 million to $75 million; GAAP net loss of $71 million to $66 million
Surrozen reported second quarter 2026 revenue of $5.0 million, up from $983,000 a year earlier, from a Boehringer Ingelheim milestone. Net income rose to $50.2 million, but the company said it was driven by $59.6 million in non-cash gains on fair value changes, while its operating loss widened to $10.4 million. Diluted earnings per share were $(0.41), compared with $2.55 a year earlier, and cash fell to $102.0 million from $106.9 million at March 31, 2026.
Q2 2026 collaboration and license revenue was $5.0 million from a June 2026 Boehringer Ingelheim milestone; prior-year research service revenue was $983,000.
Loss from operations was $10.4 million versus $9.0 million a year earlier, as R&D rose to $8.5 million and G&A to $6.9 million.
Diluted EPS was $(0.41) versus $2.55 a year earlier, while the six-month net loss was $77.3 million compared with net income of $12.8 million in the prior-year period.
Saul Centers reported second quarter 2026 results, with total revenue up to $76.8 million from $70.8 million a year earlier while net income fell to $11.5 million from $14.2 million. The company said the opening of Hampden House on October 1, 2025 reduced net income by $4.0 million, and net income available to common stockholders dropped to $0.24 per share from $0.33.
Total revenue rose to $76.8 million from $70.8 million in the quarter ended June 30, 2025.
Net income fell to $11.5 million from $14.2 million; Hampden House reduced net income by $4.0 million.
Net income available to common stockholders was $0.24 per basic and diluted share, versus $0.33 a year earlier.
FFO available to common stockholders and noncontrolling interests was $0.69 per share, versus $0.73 a year earlier.
Turtle Beach reported second quarter 2026 net revenue of $56.4 million, down slightly from $56.8 million a year earlier, while its net loss widened to $7.3 million from $2.9 million. Gross margin rose to 38.8% on tariff refunds, and adjusted EBITDA improved to $1.3 million from a loss of $3.0 million. The company reaffirmed its full year 2026 revenue of $335 million to $355 million and adjusted EBITDA of $44 million to $48 million, and it repurchased $25.0 million of stock during the quarter.
Q2 2026 net revenue was $56.4 million versus $56.8 million in Q2 2025; net loss was $7.3 million, or $0.38 per share, versus $2.9 million, or $0.14 per share.
Gross margin improved to 38.8%, up 660 basis points, due to tariff refunds received in the second quarter 2026.
Full year 2026 guidance reaffirmed: net revenue of $335 million to $355 million and adjusted EBITDA of $44 million to $48 million.
Repurchased 2.0 million shares for $25.0 million; about $31.0 million remains under the program authorized in May 2025. Credit facilities were refinanced with an $80 million ABL facility from Bank of America and an $85 million term loan fro
Aflac reported second-quarter 2026 results on August 6, 2026. Total revenues fell 1.0% to $4.1 billion and adjusted earnings fell 7.7% to $883 million, while net earnings rose 37.7% to $825 million, helped by smaller net investment losses. The company also declared a $0.61 per share third-quarter dividend and returned $1.3 billion to shareholders in the quarter.
Net earnings were $825 million, or $1.63 per diluted share, versus $599 million, or $1.11 per diluted share, a year earlier.
Adjusted earnings per diluted share decreased 1.7% to $1.75; the weaker yen had a negative $0.05 impact.
Aflac Japan pretax adjusted earnings rose 3.4% in yen terms, while Aflac U.S. pretax adjusted earnings fell 4.6% to $370 million.
The $1.3 billion returned to shareholders included $983 million in share repurchases and $309 million in dividends; the $0.61 dividend is payable September 1, 2026 to holders of record on August 19, 2026.
Kodiak AI reported second-quarter 2026 revenue of $3.5 million, up from $503 thousand a year earlier, and net income of $12.5 million, compared with a net loss of $113.7 million in the same quarter of 2025. The net income came mainly from a $58.3 million non-cash gain on the fair value of common stock warrants, while the operating loss widened to $43.7 million and free cash flow was negative $38.1 million.
Q2 2026 revenue was $3.5 million versus $503 thousand in Q2 2025.
Net income was $12.5 million, helped by a $58.3 million gain on the change in fair value of common stock warrants.
Loss from operations was $43.7 million, up from $25.3 million a year earlier.
Ended Q2 with $151.1 million in cash, cash equivalents and marketable securities; Q2 free cash flow was negative $38.1 million.
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.
Structure Therapeutics reported second quarter 2026 results, with a net loss of $106.2 million, up from $61.7 million a year earlier, as research and development expenses rose to $100.1 million from $54.7 million. The company said it has begun dosing patients in its Phase 3 ACCOMPLISH program for aleniglipron and expects its $1.3 billion in cash and short-term investments to fund operations and key clinical milestones through 2028.
Q2 2026 net loss of $106.2 million vs. $61.7 million in Q2 2025; share-based compensation of $12.6 million included
R&D expenses of $100.1 million vs. $54.7 million; G&A expenses of $18.6 million vs. $15.7 million
Cash, cash equivalents and short-term investments of $1.3 billion at June 30, 2026, down from $1.5 billion at March 31, 2026
John Berrios appointed Chief Commercial Officer; first patients dosed in Phase 3 ACCOMPLISH-1 and -2 trials
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
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.
Groupon reported second quarter 2026 results for the period ended June 30, 2026, with global revenue and billings each down 1% year over year. The company posted a loss from continuing operations of $1.5 million, compared with income of $20.6 million a year earlier, and issued third quarter and full-year 2026 guidance, which included full-year revenue of $513 million to $523 million.
Global revenue down 1% and billings down 1% year over year; unit sales down 7% to 8.5 million
Loss from continuing operations of $1.5 million, versus income of $20.6 million in the prior year period
Adjusted EBITDA of $14.8 million, compared with $15.6 million a year earlier; the company said this was at the high end of its guidance
2026 guidance: revenue of $513 million to $523 million, Adjusted EBITDA of $75 million to $80 million, and free cash flow of at least $60 million
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.
Lineage Cell Therapeutics reported second quarter 2026 results, with net income attributable to Lineage of $1.5 million, or $0.01 per basic share, compared with a net loss of $30.5 million a year earlier. The profit was driven mainly by a $9.4 million non-cash gain from remeasuring warrant liabilities, while revenue fell to $1.1 million and the operating loss was $8.9 million, and diluted loss per share was $(0.03).
Total revenues were $1.1 million, down from $2.8 million a year earlier, mainly due to lower Roche collaboration revenue.
Loss from operations narrowed to $8.9 million from $19.8 million, which included a $14.8 million impairment in the prior-year quarter.
Other income of $10.5 million, mainly a $9.4 million warrant liability gain, produced net income attributable to Lineage of $1.5 million.
Cash, cash equivalents and marketable securities were $50.8 million as of June 30, 2026, which the company expects to support planned operations into Q3 2028.
RCI Hospitality reported results for the fiscal 2026 third quarter ended June 30, 2026, with revenue of $73.9 million, up from $71.1 million a year earlier, and EPS of $0.83 compared with $0.46. Nine-month EPS fell to $0.16 from $1.84, reflecting $7.9 million in impairments and other charges and a $9.9 million premium on stock repurchases. The company also filed its Form 10-Q and will host an X Spaces call at 4:30 PM ET on August 6, 2026.
3Q26 total revenues were $73.9 million versus $71.1 million; net income attributable to common stockholders was $6.4 million versus $4.1 million
3Q26 non-GAAP EPS was $0.90 versus $0.77; adjusted EBITDA was $16.9 million versus $15.3 million
Nine-month 2026 EPS was $0.16 versus $1.84, with impairments and other charges of $7.9 million versus $2.2 million
Debt was $240.1 million at June 30, 2026, down $8.6 million from March 31, 2026
Alarm.com reported second-quarter 2026 total revenue up 9.2% to $277.7 million, but GAAP net income fell to $24.2 million from $34.2 million. The company raised its full-year 2026 SaaS and license revenue and adjusted EBITDA guidance, which points to stronger expected operating results for shareholders even as GAAP profit declined in the quarter.
Total revenue rose 9.2% to $277.7 million; SaaS and license revenue rose 11.1% to $188.8 million
GAAP diluted EPS was $0.48 versus $0.63 a year earlier; GAAP net income was $24.2 million versus $34.2 million
Full-year 2026 SaaS and license revenue guidance is now $754.0 million to $754.4 million, up $10.2 million from the February 2026 midpoint
Non-GAAP adjusted EBITDA guidance raised to $221.0 million to $223.0 million; cash and equivalents were $479.4 million at June 30, 2026 after repaying $500.0 million of convertible notes in January
U.S. Physical Therapy reported second-quarter 2026 net revenue of $214.1 million, up 8.5% from a year earlier, while net income attributable to shareholders fell to $9.9 million, or $0.25 per share, from $12.4 million, or $0.58 per share. Management reaffirmed full-year 2026 adjusted EBITDA guidance of $102.0 million to $106.0 million and declared a $0.46 quarterly dividend. For shareholders, revenue growth was offset by lower profit, and the physical therapy gross profit margin narrowed to 19.5% from 21.2%.
Q2 2026 net revenue of $214.1 million, up 8.5% from Q2 2025
Net income attributable to USPH shareholders of $9.9 million ($0.25 per share) versus $12.4 million ($0.58 per share) a year earlier
Full-year 2026 adjusted EBITDA guidance of $102.0 million to $106.0 million reaffirmed
Quarterly dividend of $0.46 payable September 11, 2026, to holders of record on August 21, 2026
Ardelyx reported second-quarter 2026 total product revenue of $118.1 million, up 31% from a year earlier, and a narrower net loss of $16.7 million, or $(0.07) per share. The company cut its full-year 2026 IBSRELA revenue guidance to $350 million to $370 million from $410 million to $430 million, and withdrew its long-term XPHOZAH guidance, citing payor access barriers and evolving market dynamics that matter to shareholders' view of growth timing.
Q2 2026 total product revenue was $118.1 million, up from $90.1 million; IBSRELA $86.2 million (up 33%) and XPHOZAH $31.9 million (up 27%).
Net loss narrowed to $16.7 million, or $(0.07) per share, from $19.1 million, or $(0.08) per share, a year earlier.
FY 2026 IBSRELA revenue guidance revised to $350 million to $370 million from $410 million to $430 million; XPHOZAH FY 2026 guidance reiterated at $110 million to $120 million.
Operating expense guidance lowered to below $500 million from up to $520 million; long-term XPHOZAH guidance withdrawn and timing of the $1 billion IBSRELA target under evaluation.
Csquare, which completed its initial public offering in July 2026, reported second quarter revenue up 14.5% to $280.4 million and Adjusted EBITDA up 21% to $120.3 million. Net loss widened to $48.8 million from $13.9 million, and Funds from Operations fell 18.9%, which the company attributes mainly to higher interest expense and one-time IPO costs, and it expects debt repayment from the offering to reduce annual interest expense by about $63 million.
Total revenue rose 14.5% year-over-year to $280.4 million, and record bookings reached $64.7 million.
Net loss was $48.8 million, compared with $13.9 million a year earlier, driven by higher interest expense and IPO-related costs.
Adjusted EBITDA rose 21.0% to $120.3 million, with margin up to 46.2% from 42.9%.
2026 guidance: total revenue of $1,130 to $1,170 million and Adjusted EBITDA of $460 to $480 million.
Five9 reported second quarter 2026 revenue of $312.4 million, up 10% from a year earlier, and GAAP net income of $3.4 million, up from $1.2 million. Non-GAAP net income fell to $53.5 million from $58.3 million, and adjusted EBITDA margin declined to 22.4% from 24.0%. The company also issued third quarter and full-year 2026 revenue guidance.
Q2 2026 revenue was $312.4 million, up from $283.3 million in Q2 2025.
GAAP net income was $3.4 million, or $0.04 per diluted share, versus $1.2 million, or $0.01, a year earlier.
Non-GAAP net income was $53.5 million, or $0.70 per diluted share, versus $58.3 million, or $0.76, a year earlier.
Guidance: Q3 2026 revenue of $316.0 to $322.0 million; full-year 2026 revenue of $1.260 to $1.272 billion.
Natural Grocers reported third-quarter fiscal 2026 net sales up 1.8% to $334.7 million and daily average comparable store sales up 1.2%, but net income fell to $11.1 million, or $0.48 per diluted share, from $11.6 million, or $0.50, a year earlier. The company narrowed its fiscal 2026 diluted EPS outlook to $2.07 to $2.11 from $2.07 to $2.15, lowering the top of the range.
Net sales rose 1.8% to $334.7 million; daily average comparable store sales rose 1.2%.
Net income was $11.1 million, or $0.48 per diluted share, versus $11.6 million, or $0.50, in the prior-year quarter.
Fiscal 2026 diluted EPS outlook narrowed to $2.07 to $2.11 from $2.07 to $2.15.
Quarterly cash dividend of $0.15 per share declared, payable September 2, 2026, to holders of record on August 17, 2026.
Century Aluminum reported second quarter 2026 results on August 6, 2026. Net sales rose $102.9 million from the first quarter to $752.1 million, but GAAP net income attributable to Century fell $88.2 million to $249.3 million, mainly because the first quarter included a one-time $287.9 million gain on the sale of Hawesville. Adjusted EBITDA attributable to Century rose to $326.9 million, and the company expects third quarter adjusted EBITDA of $325 million to $345 million.
Net sales $752.1 million vs. $649.2 million in Q1 2026; aluminum shipments 130,632 tonnes vs. 122,865 tonnes
Diluted EPS $2.39 vs. $3.23 in Q1 2026; adjusted EPS $2.46 vs. $1.63
Adjusted EBITDA attributable to Century $326.9 million vs. $231.4 million in Q1 2026
Q3 2026 outlook: adjusted EBITDA attributable to Century of $325 million to $345 million; liquidity $784.9 million at June 30, 2026
Beachbody entered into Amendment No. 2 to its credit agreement with Tiger Finance, LLC on August 3, 2026. The amendment drops the billings fixed charge coverage ratio covenant and lowers the minimum cash threshold to $22.5 million, but raises the minimum liquidity level from $15 million to $18 million and removes a step-down that would have set the interest rate at SOFR plus 7.75%, so the rate is now SOFR plus 9.00% until maturity.
Amendment No. 2 to Credit Agreement dated August 3, 2026, with Tiger Finance, LLC as administrative and collateral agent
Billings fixed charge coverage ratio covenant eliminated; minimum cash threshold reduced to $22.5 million
Minimum liquidity increased from $15 million to $18 million, decreasing by about $162,000 monthly from March 1, 2027, to $16 million
Interest rate is SOFR plus 9.00%, with the SOFR plus 7.75% step-down removed
ICF reported second quarter 2026 revenue of $474.5 million, down slightly from $476.2 million a year earlier, while diluted EPS rose to $1.49 from $1.28 on a lower tax rate. The company reaffirmed its 2026 revenue and EPS guidance ranges and declared a $0.14 quarterly dividend, so shareholders see mixed headline results with guidance unchanged.
Q2 2026 revenue was $474.5 million, compared with $476.2 million in Q2 2025.
GAAP diluted EPS was $1.49, up from $1.28; non-GAAP diluted EPS was $1.86, up from $1.66.
2026 guidance reaffirmed: revenue of $1.89 billion to $1.96 billion, GAAP EPS of $5.95 to $6.25, non-GAAP EPS of $6.95 to $7.25.
Quarterly dividend of $0.14 per share is payable October 9, 2026, to holders of record on September 4, 2026.
Dropbox reported results for the quarter ended June 30, 2026, with revenue up 0.9% year over year to $631.5 million. GAAP net income and GAAP diluted earnings per share declined from a year earlier, while non-GAAP diluted earnings per share rose to $0.75 from $0.71. The filing does not include forward guidance; the company said it will provide guidance on its conference call.
Revenue was $631.5 million, up from $625.7 million; excluding FormSwift, revenue rose 1.7%.
GAAP net income was $95.8 million versus $125.6 million; GAAP diluted EPS was $0.42 versus $0.45.
Non-GAAP diluted EPS was $0.75 versus $0.71; non-GAAP operating margin was 39.7% versus 41.5%.
Common stock repurchases were $330.3 million in the quarter; unlevered free cash flow was $283.5 million.
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