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).
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.
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.
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.
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.
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
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%
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
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.
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.
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.
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.
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.
Monster Beverage reported second-quarter 2026 results for the period ended June 30, 2026, with net sales up 20.2% to $2.54 billion, net income up 19.6% to $584.5 million, and diluted EPS up 19.0% to $0.59. The company repurchased no shares in the quarter and had about $900.0 million left under its existing repurchase programs as of August 5, 2026. A two-for-one stock split will be effected as a 100% stock dividend after trading closes on August 10, 2026, with split-adjusted trading expected to begin August 11, 2026.
Net sales rose 20.2% to $2.54 billion, from $2.11 billion; currency rates added $48.5 million.
Net income rose 19.6% to $584.5 million; diluted EPS rose to $0.59 from $0.50.
Gross profit was 55.9% of net sales versus 55.7%; operating expenses were 26.8% of net sales versus 25.8%.
Two-for-one stock split: stock dividend after close on August 10, 2026; split-adjusted trading expected August 11, 2026.
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.
Clarus reported second-quarter 2026 sales of $56.2 million, up 1.6%, and net income of $4.7 million, or $0.12 per diluted share, compared with a net loss of $8.4 million, or $(0.22) per diluted share, a year earlier. The quarter includes a $6.1 million refund of IEEPA tariffs, and the company said its strategic review of alternatives, which includes a possible sale of all or part of the business, has no deadline or definitive timetable. The company now expects fiscal 2026 adjusted EBITDA of $12 million to $13 million.
Sales were $56.2 million versus $55.2 million; Outdoor rose 8.5% to $39.8 million and Adventure fell 11.9% to $16.4 million.
Gross margin was 48.9% versus 35.6%, including a benefit of approximately 1,090 basis points from the $6.1 million IEEPA tariff refund.
Adjusted EBITDA was $7.6 million, a 13.6% margin, versus an adjusted EBITDA loss of $(4.4) million a year earlier.
For 2026, sales guidance of $245 million to $255 million was maintained; third-quarter sales are expected at $66 million to $68 million.
nLIGHT reported second-quarter 2026 revenue of $82.6 million, up 33.8% from a year earlier, and a GAAP net loss of $1.3 million, down from $3.6 million. Adjusted EBITDA rose to $10.7 million from $5.6 million. For the third quarter, the company guided to revenue of $63 million to $73 million and said supply chain challenges pushed about $17 million of product revenue into future quarters.
Q2 2026 revenue was $82.6 million, up from $61.7 million in Q2 2025
GAAP net loss was $1.3 million ($0.02 per diluted share), versus $3.6 million ($0.07) a year earlier
Adjusted EBITDA was $10.7 million, versus $5.6 million in Q2 2025
Q3 2026 revenue guidance is $63 million to $73 million and excludes about $17 million of product revenue delayed by supply chain challenges
MBIA Inc. reported a second-quarter 2026 GAAP net loss of $46 million, or $(0.91) per share, compared with a net loss of $56 million, or $(1.12) per share, in the second quarter of 2025. The company said the improvement was mainly due to a reversal of legal expenses within a consolidated variable interest entity tied to Zohar CDOs and foreign exchange gains in 2026 versus losses in 2025.
Q2 2026 Adjusted Net Loss was $7 million, or $(0.14) per diluted share, versus $8 million, or $(0.17), in Q2 2025.
Six-month 2026 GAAP net loss was $86 million, or $(1.71) per diluted share, versus $118 million, or $(2.40), in the first six months of 2025.
As of June 30, 2026, liquidity totaled $337 million; no shares were repurchased in Q2 2026, and $71 million of repurchase capacity remained as of July 31, 2026.
MBIA will host a conference call on August 7, 2026, at 8:30 AM ET.
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.
Exzeo Group reported second quarter 2026 results, with revenue up 3% and net income up 7% from a year earlier, while earnings per share held at $0.26. Managed Premium grew to $1.40 billion from $1.22 billion, but the Adjusted EBITDA Margin fell to 53% from 57% as the company spent more on strategic initiatives, and operating cash flow for the first half declined.
Q2 2026 revenue was $57.8 million, up from $56.1 million, driven mainly by underwriting and management services growth.
Q2 2026 net income was $23.3 million, up from $21.7 million; basic and diluted EPS was $0.26 in both periods.
Adjusted EBITDA Margin was 53% versus 57%, as the company invested in its workforce and operational infrastructure.
First-half operating cash flow was $40.9 million, down from $57.5 million; the company completed a $12.0 million share repurchase program in July 2026.
Covista reported fourth-quarter and fiscal 2026 results for the year ended June 30, 2026, with revenue and diluted earnings per share both higher than the prior year. The company also issued fiscal 2027 guidance for revenue of $2,050 million to $2,090 million and adjusted earnings per share of $8.90 to $9.15. For shareholders, the headline measures improved and the company set a forward outlook, though the 8-K furnishes a press release rather than new audited statements.
Fourth-quarter revenue was $501.4 million, up 9.7%, and GAAP diluted EPS was $2.06, versus $1.44 a year earlier.
Fiscal 2026 revenue was $1,954.1 million, up 9.3%, and diluted EPS was $7.04, versus $6.18; adjusted EPS was $8.25, versus $6.67.
Fiscal 2027 guidance calls for revenue of $2,050 million to $2,090 million and adjusted EPS of $8.90 to $9.15.
During fiscal 2026 the company repurchased $238 million of shares and repaid $50 million of Term Loan B debt.
Reinsurance Group of America reported second-quarter 2026 results on August 6, with net income available to RGA shareholders of $462 million, or $7.01 per diluted share, up from $180 million, or $2.70 per diluted share, a year earlier. Adjusted operating income rose to $586 million, or $8.89 per diluted share, from $315 million, or $4.72. The board also declared a regular quarterly dividend of $0.98 per share, a 5.4% increase, payable September 1, 2026 to holders of record on August 18, 2026.
Net income available to RGA shareholders was $462 million, or $7.01 per diluted share, versus $180 million, or $2.70, in the prior-year quarter.
Adjusted operating income was $586 million, or $8.89 per diluted share, versus $315 million, or $4.72, a year earlier.
Quarterly dividend of $0.98 per share, up 5.4%, payable September 1, 2026 to holders of record on August 18, 2026.
Conference call to discuss results is set for 10 a.m. Eastern Time on August 7, 2026.
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.
Cognition Therapeutics reported a second-quarter 2026 net loss of $3.9 million, or $(0.04) per share, down from $6.7 million, or $(0.11) per share, a year earlier. Research and development expenses fell to $5.1 million from $11.5 million, while grant income also declined to $3.5 million from $7.1 million. The company said cash and restricted cash equivalents were $34.8 million at June 30, 2026, enough to fund operations into the fourth quarter of 2027.
Net loss for the quarter ended June 30, 2026 was $3.9 million, versus $6.7 million in the same period of 2025
Research and development expenses were $5.1 million, compared with $11.5 million a year earlier, driven by lower trial activity and compensation
Cash, cash equivalents, and restricted cash equivalents were $34.8 million at June 30, 2026; the company expects cash to last into the fourth quarter of 2027
The company plans to start a Phase 3 study in DLB psychosis in mid-2027 and received a Notice of Allowance for a zervimesine composition of matter patent
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
Valhi reported second-quarter 2026 net income attributable to stockholders of $22.3 million, or $.78 per share, up from $.9 million, or $.03 per share, a year earlier, driven mainly by higher Chemicals Segment results. The company also declared a regular quarterly dividend of $0.08 per share, payable September 24, 2026.
Q2 2026 net sales were $606.1 million, up from $540.4 million in Q2 2025.
Chemicals Segment operating income was $40.4 million, up from $10.3 million, on higher sales volumes and lower production costs.
Board declared a $0.08 per share dividend, payable September 24, 2026, to holders of record on September 3, 2026.
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
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.
Westwood Holdings reported second quarter 2026 revenue of $25.3 million, up from $23.1 million a year earlier, and net income of $1.5 million, up from $1.0 million. Diluted EPS was $0.17 versus $0.12 a year earlier, and the board approved a $0.15 quarterly cash dividend, payable October 1, 2026.
Total revenues were $25.3 million, compared with $25.0 million in the first quarter and $23.1 million in the second quarter of 2025.
Net income was $1.5 million and diluted EPS was $0.17, compared with $0.8 million and $0.09 in the first quarter.
Non-GAAP Economic Earnings were $3.0 million, or $0.33 per share, compared with $2.8 million, or $0.32 per share, a year earlier.
Quarterly cash dividend of $0.15 per share is payable October 1, 2026 to stockholders of record on September 1, 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
Navient reported second-quarter 2026 GAAP net income of $25 million, or $0.26 per diluted share, up from $14 million, or $0.13, a year earlier. Core Earnings net income was $27 million, or $0.29 per diluted share, compared with $21 million, or $0.20, in the year-ago quarter. Higher profit reflects lower operating expenses, which fell 18% from a year ago, and lower provisions for loan losses, partly offset by a $6 million decline in net interest income.
GAAP net income of $25 million ($0.26 diluted EPS) for the quarter ended June 30, 2026, versus $14 million ($0.13) a year earlier
Core Earnings net income of $27 million ($0.29 diluted EPS), versus $21 million ($0.20) a year earlier
Private Education Loan originations of $815 million, a 63% increase from a year ago; operating expenses of $82 million, down 18%
Company repurchased $2 million of common shares and paid $15 million in common stock dividends during the quarter
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.
Roku reported second-quarter 2026 total net revenue of $1.35 billion, up 22% from a year earlier, and net income of $164 million, compared with $10.5 million in the same quarter of 2025. The company will not hold an earnings call or provide a financial outlook because of its pending acquisition by Fox Corporation, announced June 15, 2026. For shareholders, revenue and profit both grew, but the absence of guidance means no company forecast is available for coming quarters.
Platform revenue was $1.22 billion, up 25% year over year, with Advertising at $673 million and Subscriptions at $548 million.
Net income was $164 million, or $1.08 per diluted share, versus $10.5 million, or $0.07 per diluted share, in Q2 2025.
Devices revenue was $134 million, down 1% year over year; Devices gross margin of 20.1% included an IEEPA tariff refund.
No earnings call or financial outlook, due to the pending acquisition by Fox Corporation announced June 15, 2026.
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.
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.
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.
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.
PAR Technology reported second-quarter 2026 revenue of $133.4 million, up 18.7% from a year earlier, and a GAAP net loss of $16.9 million, narrower than the $21.0 million loss in the prior-year quarter. The company raised its full-year 2026 revenue and adjusted EBITDA outlook, which signals higher expected results for shareholders, although the third-quarter guidance range is lower than the second-quarter revenue.
Q2 2026 revenue $133.4 million vs. $112.4 million in Q2 2025; diluted loss per share $(0.41) vs. $(0.52)
Adjusted EBITDA $14.3 million vs. $5.5 million a year earlier; subscription service gross margin 55.2% vs. 55.3%
FY2026 revenue outlook raised to $516.0 million to $523.0 million (from $500.0 million to $515.0 million); adjusted EBITDA outlook raised to $50.0 million to $53.0 million (from $44.0 million to $47.0 million)
Q2 included a $5.4 million intangible asset impairment loss; ARR reached $338.0 million, up 17% year over year
OmniAb reported second-quarter 2026 revenue of $13.4 million, up from $3.9 million a year earlier, mainly due to milestone revenue, and its net loss narrowed to $5.9 million from $15.9 million. The company raised its full-year 2026 revenue outlook to $32 million to $36 million from $28 million to $33 million, which indicates management expects higher sales for the year.
Q2 2026 revenue was $13.4 million versus $3.9 million in Q2 2025, driven primarily by milestone revenue.
Q2 2026 net loss was $5.9 million, or $0.05 per share, versus $15.9 million, or $0.15 per share, a year earlier.
2026 revenue guidance raised to $32 million-$36 million from $28 million-$33 million; year-end cash guidance raised to $37 million-$41 million.
Cash, cash equivalents and short-term investments were $52.0 million as of June 30, 2026.
Astrana Health reported second-quarter 2026 revenue of $972.5 million, up 49% from a year earlier, and net income attributable to Astrana of $19.7 million, up 109%. The company raised its full-year 2026 adjusted EBITDA guidance to $255 million to $280 million and reaffirmed its revenue and free cash flow guidance, which points to stronger profitability for shareholders.
Q2 2026 diluted EPS was $0.40, up 111% from $0.19; adjusted EBITDA was $68.9 million, up 43%
Full-year 2026 adjusted EBITDA guidance is $255 million to $280 million; full-year revenue guidance of $3.8 billion to $4.1 billion was reaffirmed
Q3 2026 revenue guidance is $1.00 billion to $1.03 billion; Q3 adjusted EBITDA guidance is $72.5 million to $77.5 million
Care Partners income from operations fell 14% in Q2, and the Care Delivery segment posted an operating loss of $3.0 million
CarGurus reported second-quarter 2026 revenue of $251.0 million, up 13% year over year, and diluted earnings per share from continuing operations of $0.54, up from $0.49. GAAP net income from continuing operations was flat at $49.2 million. The company also amended its credit agreement, cutting revolving commitments from $400.0 million to $200.0 million and extending maturity to August 6, 2031.
Q2 2026 revenue was $251.0 million, up 13% year over year; non-GAAP adjusted EBITDA from continuing operations was $84.7 million, up 7%.
GAAP net income from continuing operations was $49.2 million, flat year over year; diluted EPS from continuing operations was $0.54 versus $0.49.
Third-quarter 2026 guidance: total revenue of $253.5 million to $258.5 million and non-GAAP adjusted EBITDA from continuing operations of $82.0 million to $90.0 million.
On August 6, 2026, the First Amendment to the credit agreement reduced revolving commitments from $400.0 million to $200.0 million and extended the facility's maturity from September 26, 2027 to August 6, 2031.
Westrock Coffee reported second-quarter 2026 results on August 6, 2026, with net sales up 8.8% to $305.7 million and a net loss of $13.7 million, narrowed from $21.6 million a year earlier. Consolidated Adjusted EBITDA rose 38.9% to $21.3 million, and the company reaffirmed its 2026 Consolidated Adjusted EBITDA guidance of $90.0 million to $100.0 million. Gross profit fell 8.8% to $37.7 million, a secondary measure that moved the other way.
Net sales were $305.7 million, up 8.8%; Beverage Solutions net sales rose 16.8% to $243.9 million
Net loss was $13.7 million, or $0.14 per share, compared with $21.6 million, or $0.23 per share, a year earlier
Consolidated Adjusted EBITDA was $21.3 million, up 38.9% from $15.3 million
2026 Consolidated Adjusted EBITDA guidance of $90.0 million to $100.0 million was reaffirmed
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