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).
Seadrill reported second quarter 2026 total operating revenues of $449 million, up from $358 million in the first quarter, and net income of $29 million, compared with a net loss of $42 million a year earlier. The company raised its full-year 2026 total operating revenues guidance to $1.50 to $1.55 billion and its Adjusted EBITDA guidance to $420 to $450 million, while its share repurchase program was extended through December 31, 2026.
Q2 2026 net income of $29 million ($0.47 diluted EPS) versus a net loss of $42 million in Q2 2025; Adjusted EBITDA was $144 million versus $97 million in Q1 2026.
Full-year 2026 total operating revenues guidance raised to $1.50 to $1.55 billion from $1.43 to $1.48 billion; Adjusted EBITDA guidance raised to $420 to $450 million from $370 to $420 million.
Approximately $200 million added to Contract Backlog after the May fleet status report; backlog was approximately $2.9 billion as of August 10, 2026.
Free Cash Flow was negative $43 million in Q2 2026, and net debt was $390 million at quarter-end.
Local Bounti Corporation entered into a Convertible Note and Warrant Purchase Agreement with U.S. Bounti, LLC on August 7, 2026, providing a $12.5 million convertible note and a warrant for 1,000,000 shares of common stock. The note carries 7.0% interest and converts at $1.37 per share, which would result in 9,124,088 shares if the full principal converted, before any added PIK interest, so the deal would add to the share count if converted.
Convertible note with an initial principal balance of $12.5 million, bearing 7.0% annual interest, with interest added to principal semi-annually (PIK) starting December 31, 2026.
Initial conversion price of $1.37 per share; full principal conversion would result in 9,124,088 shares before PIK interest adjustments.
Warrant to purchase 1,000,000 shares at $0.125 per share, exercisable immediately and expiring 10 years after the initial exercise date.
Company must seek stockholder approval at a special meeting by November 30, 2026, as required by NYSE rules; the Senior Credit Agreement covenant was also revised with Cargill Financial.
Neonode Inc. received a Nasdaq notice on August 6, 2026, stating its stock closed below the $1.00 minimum bid price for 30 consecutive business days. Nasdaq has granted a 180-day grace period, through February 2, 2027, for the stock to close at or above $1.00 for at least ten consecutive business days, and the notice has no immediate effect on the listing.
Nasdaq notice dated August 6, 2026 cites non-compliance with the $1.00 minimum bid price under Listing Rule 5550(a)(2).
Compliance deadline is February 2, 2027, under a 180 calendar day grace period.
To regain compliance, the closing bid price must be at least $1.00 for ten consecutive business days.
If not cured, the company may seek a second 180-day period, which could involve a reverse stock split; delisting appeal to a Nasdaq Hearings Panel is possible if delisting is determined.
Uber entered into a new $7.7 billion revolving credit agreement that replaces its existing facility, and a term loan credit agreement that will help finance its voluntary takeover offer for Delivery Hero SE. The filing also reduces the commitments under the company's bridge credit facility by €4 billion and amends that bridge agreement. The new debt arrangements add financing commitments for the Delivery Hero deal, but the filing states that no revolver borrowings have been drawn.
Revolving credit agreement provides $7.7 billion in commitments, maturing August 6, 2031, with about $324 million of letters of credit transferred from the existing facility and no borrowings drawn.
Term loan commitments in two tranches mature 18 months (Tranche A) and three years (Tranche B) after closing, and proceeds are for the Delivery Hero offer and related costs.
Term loan commitments reduced the bridge credit agreement commitments by €4 billion; Amendment No. 1 raised a cross-default threshold from $300 million to $500 million.
Both new agreements require an EBITDA-to-interest expense ratio of at least 3.00 to 1.00 and include events of default tied to debt defaults above $500 million.
BCP Investment Corporation reported a net decrease in net assets from operations of $9.9 million, or $0.80 per share, for the quarter ended June 30, 2026, compared with a $4.5 million decrease a year earlier. Total investment income fell to $15.2 million from $17.6 million in the first quarter, and net asset value dropped to $179.5 million ($14.49 per share) from $193.0 million ($15.60 per share) at March 31, 2026, driven mainly by unrealized markdowns. The company also declared monthly base distributions of $0.09 per share for October through December 2026 and amended its KeyBank credit facility to increase capacity to $150 million.
Net investment income was $5.5 million ($0.45 per share), down from $6.9 million ($0.55 per share) in the first quarter of 2026 and $4.6 million ($0.50 per share) a year earlier.
Net asset value was $179.5 million ($14.49 per share) at June 30, 2026, versus $193.0 million ($15.60 per share) at March 31, 2026; about 34% of the quarter's unrealized markdowns were attributed to software investments.
Non-accrual debt investments were 11 across 7 portfolio companies, representing 3.1% of portfolio fair value, up from 2.6% at March 31, 2026.
On August 6, 2026, the KeyBank credit facility was amended to a $150.0 million facility, with the maturity extended to August 6, 2031, and the JPMorgan revolving credit facility was repaid and terminated.
Resideo completed the separation of its ADI Global Distribution business on August 3, 2026, distributing all ADI common stock to Resideo shareholders in a tax-free spin-off. This 8-K also adjusts equity plan share counts for the distribution and includes unaudited pro forma financials showing Resideo without ADI, which reflect a 2025 pro forma net loss of $670 million.
Separation effective August 3, 2026; holders received one ADI share for every two Resideo shares held as of July 20, 2026
ADI is now an independent company trading on the New York Stock Exchange under the symbol ADIG
ADI paid Resideo $967 million in cash, which is expected to help repay about $1.1 billion of Term Loan B debt
Pro forma 2025 net loss available to common stockholders was $670 million, or $(4.50) per share; pro forma net income available to common stockholders for the three months ended April 4, 2026 was $32 million, or $0.21 per diluted share
Canopy Growth's auditor, PKF O'Connor Davies, resigned effective August 7, 2026, citing a strategic change in its desire to serve the cannabis sector. MNP LLP was engaged the same day as the independent registered public accounting firm for the fiscal year ending March 31, 2027. The filing also discloses an adverse internal control opinion and prior restatements, which bear on shareholders' confidence in the company's financial reporting.
PKF O'Connor Davies resigned effective August 7, 2026, citing strategic changes in its desire to provide services to the cannabis sector.
Its June 15, 2026 report on internal control over financial reporting as of March 31, 2026 was adverse, due to a material weakness in classifying equity-linked instruments as equity or liabilities.
The company restated financial statements for fiscal 2024 and 2025 and certain quarters, citing non-cash accounting errors on share-settled U.S. dollar-priced warrants, as disclosed May 15, 2026.
MNP LLP, a Canadian firm, was engaged on August 7, 2026 for the fiscal year ending March 31, 2027.
Barfresh Food Group received a Nasdaq letter saying its market value of listed securities closed below the $35 million minimum for 30 consecutive business days, and it does not meet the alternative standards. The stock continues to trade on Nasdaq for now, but the company must close at or above $35 million for at least ten consecutive business days by February 1, 2027 to regain compliance, or face possible delisting proceedings. The company's CFO also said she will retire no later than December 31, 2026.
Nasdaq letter received August 3, 2026 for MVLS below the $35,000,000 threshold for 30 consecutive business days
Compliance deadline is February 1, 2027; regaining it requires MVLS of $35 million or more for at least ten consecutive business days
Company does not meet the minimum stockholders' equity or net income alternative standards
CFO Lisa Roger notified the company on August 4, 2026 that she will retire no later than December 31, 2026
aTyr Pharma reported a second quarter 2026 net loss of $10.3 million, or $0.11 per share, down from $19.5 million, or $0.22 per share, a year earlier, and announced a workforce reduction of about 60%. The company is focusing its spending on efzofitimod, with cash of $58.9 million at June 30, 2026, which it says will fund operations into late 2028; shareholders face a smaller loss but a shrinking cash balance and leadership changes.
Q2 2026 net loss was $10.3 million, or $0.11 per share, versus $19.5 million, or $0.22 per share, in Q2 2025.
Cash, cash equivalents, restricted cash and investments were $58.9 million at June 30, 2026, down from $80.9 million at December 31, 2025.
CFO Jill Broadfoot steps down September 30, 2026; Brandon Yaras becomes CFO October 1, 2026. General Counsel Nancy Denyes also steps down September 30, 2026.
Restructuring is expected to cut annualized operating expenses by about $13 million beginning in Q4 2026; the company is awaiting FDA comments on its Phase 3 protocol by the end of August 2026.
CBL reported second-quarter 2026 diluted earnings of $1.47 per share, up from $0.08 a year earlier, and FFO, as adjusted, of $1.89 per share, up from $1.86. The company raised its full-year 2026 FFO, as adjusted, guidance to $7.15-$7.25 per share, which matters to shareholders because it reflects stronger results and a higher expected earnings base for the year.
Q2 2026 diluted EPS was $1.47 versus $0.08 in Q2 2025; FFO, as adjusted, per share was $1.89 versus $1.86.
Same-center NOI rose 1.5% in Q2 2026, and portfolio occupancy was 90.4% at June 30, 2026, up from 88.8% a year earlier.
2026 FFO, as adjusted, guidance is $7.15-$7.25 per share; same-center NOI guidance is 0.0% to 1.5%.
The Board approved a $0.625 per share third-quarter dividend, payable September 30, 2026, to holders of record on September 15, 2026.
Plains GP Holdings reported second-quarter 2026 results that were lifted by a net gain of about $1.6 billion from the May 12, 2026 sale of its Canadian NGL business to Keyera Corp. Excluding that gain, the results still improved, with Adjusted EBITDA attributable to PAA up 10% and the quarterly distribution up 10% to $0.4175 per unit. The company also raised its 2026 organic growth capital range and lowered its maintenance capital guidance.
Net income attributable to PAA was $1.830 billion, or $2.51 per diluted unit, versus $210 million, or $0.21, a year earlier.
Adjusted EBITDA attributable to PAA rose to $738 million from $672 million, and pro forma leverage was 3.3x at quarter-end.
2026 organic growth capital guidance was raised to $400 million to $450 million from $350 million, and maintenance capital guidance was cut by $10 million to $175 million.
Quarterly distribution was $0.4175 per unit, up from $0.3800 a year earlier.
Matthews reported fiscal third-quarter 2026 sales of $246.0 million, down 29.6% from a year earlier, and a net loss of $23.7 million, or $0.75 per diluted share, compared with net income of $15.4 million a year earlier. The company lowered its fiscal 2026 adjusted EBITDA guidance to $158 million to $162 million, citing energy storage delays, weaker Memorialization volumes, and a shortfall in expected Propelis synergies. The guidance cut and the sharp drop in profit weigh on shareholders' outlook for the full year.
Q3 sales were $246.0 million, down from $349.4 million; net loss was $23.7 million, or $0.75 per diluted share, versus net income of $15.4 million, or $0.49 per share
Non-GAAP EPS was $0.06 versus $0.28 a year earlier; Q3 adjusted EBITDA was $35.0 million versus $44.6 million
Fiscal 2026 adjusted EBITDA guidance was cut to $158 million to $162 million, including an estimated 40% share of Propelis adjusted EBITDA; the company cited a $5 million shortfall to its full-year forecast
Engineering restructuring is expected to yield $10 million in annual savings, with about $10 million total cost to achieve; $25 million was received in Q3 from the Propelis preferred equity redemption, and debt was reduced by $144 million i
On August 6, 2026, the sponsor amended the trust agreement with trustee CSC Delaware Trust Company to begin regular distributions of net cash from staking rewards to shareholders. The trust intends to distribute net proceeds monthly, and no less than quarterly, after deducting the staking fee and other trust expenses, though amounts will depend on rewards actually received.
Amendment No. 2 to the trust agreement was signed August 6, 2026, with CSC Delaware Trust Company as trustee
Trust must convert staking consideration to cash no less often than quarterly and promptly distribute net proceeds
Distribution amounts depend on staking consideration received and cannot be predicted with certainty
Trust plans a prospectus supplement under Rule 424(b)(3) to update disclosure
Newmark Group announced that CEO Barry Gosin will step down on December 31, 2026, and remain Chairman of its operating company, Newmark & Co., under an amended employment agreement. The Board expects to name a new CEO by year end, and the filing does not give a successor or any financial results tied to the change.
Barry Gosin steps down as CEO effective December 31, 2026, and continues as Chairman of Newmark & Co. through at least December 31, 2027
Gosin's 2026 employment agreement runs through December 31, 2029, with $5,000,000 in annual compensation for 2027 through 2029 ($1,000,000 base salary and $4,000,000 cash bonus)
Post-employment non-compete payments to Gosin will no longer be payable; the Board may remove his titles or roles from January 1, 2027
Ryman Hospitality Properties reported second-quarter 2026 total revenue of $749.0 million, up 13.6% from a year earlier, and net income of $102.1 million, up 34.5%. The company raised the midpoints of its full-year 2026 guidance, including consolidated Adjusted EBITDAre to $894.0 million from $883.0 million, which signals higher expected full-year results for shareholders.
Q2 2026 total revenue was $748,978 thousand, up 13.6% from $659.5 million in Q2 2025.
Net income available to common stockholders per diluted share was $1.42, up 26.8% from $1.12.
Full-year 2026 consolidated Adjusted EBITDAre guidance midpoint rose to $894.0 million from $883.0 million; same-store Hospitality RevPAR growth midpoint rose to 4.00% from 3.00%.
2026 capital expenditure estimate was raised to $400 million to $500 million from $350 million to $450 million.
Construction Partners reported fiscal third-quarter 2026 results for the quarter ended June 30, 2026, with revenue of $999.4 million, up 28.2%, and net income of $59.6 million, up from $44.0 million a year earlier. The company raised its fiscal 2026 outlook, citing the quarter's performance and the expected contribution from its recent Ellsworth Construction acquisition in Oklahoma. For shareholders, the filing shows higher profit and a raised full-year outlook, while the adjusted EBITDA margin declined.
Revenue was $999.4 million, up 28.2% from $779.3 million; net income was $59.6 million versus $44.0 million.
Diluted EPS was $1.06 versus $0.79; adjusted diluted EPS was $1.08 versus $0.81.
Adjusted EBITDA was $163.0 million, up 23.8%, while the adjusted EBITDA margin was 16.3% versus 16.9%.
Fiscal 2026 guidance raised: revenue of $3.640 billion to $3.680 billion and net income of $165.0 million to $168.0 million.
Mammoth Energy Services reported second-quarter 2026 revenue of $26.1 million, up 110% from a year earlier, and a net loss from continuing operations of $1.2 million, or $0.02 per diluted share, compared with a $36.5 million loss a year earlier. The company raised its full-year 2026 outlook for the second time this year, now expecting revenue growth above 90% and an Adjusted EBITDA margin above 10%. Compared with the first quarter, net income from continuing operations fell from $4.7 million to a loss, mainly because of a swing in marketable securities results.
Q2 2026 revenue was $26.1 million, up from $12.4 million in Q2 2025 and $22.0 million in Q1 2026
Adjusted EBITDA was $2.6 million, compared with a loss of $3.5 million in Q2 2025 and $1.9 million in Q1 2026
Updated 2026 outlook: revenue growth expected to exceed 90% and Adjusted EBITDA margin expected to exceed 10%
As of August 4, 2026, cash, cash equivalents and marketable securities totaled $67.9 million, with the revolving credit facility undrawn
Dauch reported second-quarter 2026 sales of $2.96 billion, up from $1.54 billion a year earlier, mainly because of the Dowlais acquisition. Net income attributable to Dauch fell to $1.0 million, or $0.00 per diluted share, from $39.3 million, or $0.32 per share, while adjusted EPS slipped to $0.32 from $0.34. The company raised the low end of its full-year 2026 sales and adjusted EBITDA ranges.
Q2 2026 sales $2.96 billion vs. $1.54 billion in Q2 2025; Adjusted EBITDA $389.6 million vs. $202.1 million
Net income attributable to Dauch $1.0 million vs. $39.3 million; diluted EPS $0.00 vs. $0.32
Adjusted EPS $0.32 vs. $0.34 a year earlier; Adjusted free cash flow $148.4 million vs. $48.7 million
ACM Research reported second-quarter 2026 revenue of $292.9 million, up 36.0% from a year earlier, and GAAP net income attributable to the company of $89.0 million, up from $29.8 million. The company raised its full-year 2026 revenue guidance to $1.125 billion to $1.175 billion, from a prior range of $1.08 billion to $1.175 billion, though gross margin fell and GAAP profit includes a $69.6 million unrealized investment gain.
Q2 2026 revenue was $292.9 million, up from $215.4 million; GAAP diluted EPS was $1.23 versus $0.44, and non-GAAP diluted EPS was $0.61 versus $0.55.
Full-year 2026 revenue guidance low end raised to $1.125 billion from $1.08 billion; high end unchanged at $1.175 billion.
GAAP gross margin was 46.0% versus 48.5% a year earlier; GAAP net income included a $69.6 million unrealized gain on short-term investments.
Net cash was $1.0 billion at June 30, 2026, compared with $924.2 million at March 31, 2026.
TDS reported second quarter 2026 total operating revenues of $309.3 million, up from $298.5 million a year earlier, and net income attributable to common shareholders of $281.1 million, compared with a loss of $5.7 million in the prior-year quarter. TDS Telecom lowered its 2026 revenue and Adjusted EBITDA guidance, while Array raised its Adjusted EBITDA guidance, and the Q2 results include $409.8 million of gains on Array license sales.
Total operating revenues $309.3 million vs. $298.5 million in Q2 2025; net income attributable to TDS common shareholders $281.1 million vs. a $(5.7) million loss
Diluted EPS from continuing operations $2.24 vs. $(0.05) a year earlier
TDS Telecom 2026 revenue guidance cut to $1,000-$1,025 million from $1,015-$1,055 million; Adjusted EBITDA cut to $310-$330 million from $310-$350 million; capital expenditure guidance raised to $625-$675 million
Array 2026 Adjusted EBITDA guidance raised to $220-$235 million from $200-$215 million
Array reported second quarter 2026 total operating revenues of $54.1 million, up from $28.5 million a year earlier, and raised its 2026 Adjusted EBITDA guidance to $220 million-$235 million. Earnings per share were lifted by large gains on spectrum license sales, and the company is still reviewing a non-binding acquisition proposal from TDS, which owns about 81.9% of Array, while it no longer recognizes revenue from DISH Wireless.
Q2 2026 total operating revenues were $54.1 million, versus $28.5 million in Q2 2025.
Q2 2026 diluted earnings per share from continuing operations were $3.86, versus $0.17 a year earlier, with a $409.8 million gain on license sales in the quarter.
2026 Adjusted EBITDA guidance raised to $220 million-$235 million from $200 million-$215 million; revenue range narrowed to $205 million-$215 million.
A special committee of independent directors is evaluating a non-binding TDS proposal, received May 7, 2026, to acquire Array shares it does not own.
Alpha Metallurgical Resources reported a second-quarter 2026 net loss of $12.3 million, or $0.96 per diluted share, wider than the $11.0 million loss in the first quarter and the $5.0 million loss a year earlier. The company said it is releasing adjusted guidance for sales volumes and cost of coal sales, citing fewer tons shipped, higher costs, and June storm damage at its Dominion Terminal Associates facility.
Q2 2026 net loss $12.3 million ($0.96 per diluted share), versus $11.0 million ($0.86) in Q1 2026 and $5.0 million ($0.38) in Q2 2025
Adjusted EBITDA $25.6 million, versus $30.0 million in Q1 2026 and $46.1 million in Q2 2025
Met segment coal revenues $491.5 million, versus $523.5 million in Q1 2026 and $548.7 million in Q2 2025
2026 Met segment shipment guidance of 14.2 to 15.4 million tons, with cost per ton guidance of $103 to $107
The E.W. Scripps Company reported a second-quarter 2026 net loss attributable to shareholders of $1.2 billion, or $12.68 per share, compared with a loss of $51.7 million, or 59 cents per share, a year earlier. The loss was driven mainly by a $1.1 billion non-cash impairment charge at Scripps Networks, while revenue fell 9.2% to $490 million. For shareholders, the quarter shows weaker results alongside an outlook that calls for Local Media revenue growth and a continued decline at Scripps Networks in the third quarter.
Q2 2026 revenue was $490 million, down $49.7 million or 9.2% from the prior-year quarter.
Net loss attributable to shareholders was $1.2 billion, or $12.68 per share, including a $1.1 billion goodwill and intangible impairment at Scripps Networks.
Local Media distribution revenue fell 17% to $161 million, with Comcast and DirecTV service blackouts having a $26.7 million negative impact.
For third quarter 2026, the company expects Local Media revenue up about 20% and Scripps Networks revenue down in the mid-teens percent range.
Treace Medical reported second-quarter 2026 revenue of $45.4 million, down 4% from $47.4 million a year earlier, and a net loss of $15.9 million, or $0.24 per share, versus $17.4 million, or $0.28 per share, in the same quarter of 2025. The company raised its full-year 2026 revenue guidance to $204 million to $212 million and narrowed its expected full-year Adjusted EBITDA loss to $3.0 million to $5.0 million.
Q2 2026 revenue was $45.4 million, down 4% from $47.4 million in Q2 2025; gross margin was 78.5% versus 79.7%.
Q2 2026 net loss was $15.9 million, or $0.24 per share, compared with $17.4 million, or $0.28 per share, a year earlier.
Full-year 2026 revenue guidance rose to $204 million to $212 million from $202 million to $212 million.
Full-year 2026 Adjusted EBITDA loss guidance was updated to $3.0 million to $5.0 million from $4.0 million to $6.0 million; cash usage reduction of about 50% was reiterated.
Embecta reported fiscal third-quarter 2026 revenue of $271.7 million, down 8.1% from $295.5 million a year earlier, and net income of $21.1 million, or $0.36 per diluted share, versus $0.78 a year earlier. The company reaffirmed its fiscal 2026 revenue guidance of $1,015 million to $1,035 million and raised its adjusted earnings per share guidance to $1.80 to $1.90 from $1.55 to $1.75.
Q3 revenue $271.7 million, down 8.1%; U.S. revenue down 24.6%, International up 11.5% (reported basis)
Q3 GAAP operating income $48.7 million vs. $94.0 million a year earlier; adjusted operating income $69.4 million vs. $109.1 million
Fiscal 2026 adjusted EPS guidance raised to $1.80-$1.90 from $1.55-$1.75; adjusted operating margin guidance raised to 23.50%-24.00%
Quarterly dividend of $0.01 per share declared, payable September 15, 2026 to holders of record on August 27, 2026
Wendy's reported second-quarter 2026 results with net income down 40.8% to $32.6 million and adjusted EBITDA down 15.4% to $124.1 million, while total revenues rose 1.7% to $570.6 million. The company withdrew its 2026 financial outlook and reduced its quarterly dividend to $0.07 per share, as new CEO Bob Wright begins a turnaround plan, which shareholders should weigh against the sharp decline in profit and sales.
Global systemwide sales fell 6.5% and U.S. same-restaurant sales fell 7.0% in the quarter ended June 28, 2026.
Reported diluted EPS was $0.17 versus $0.29 a year earlier; adjusted EPS was $0.18 versus $0.29.
The 2026 financial outlook was withdrawn; the dividend payable September 15, 2026 is $0.07 per share, an annualized rate of $0.28.
No shares were repurchased in Q2 2026; about $35.0 million remained under the authorization as of July 31, expiring February 2027.
Fluor reported second-quarter 2026 revenue of $4.3 billion, up 9% from a year earlier, and adjusted EPS of $0.91 versus $0.43. The company narrowed its 2026 adjusted EBITDA guidance to $500 million to $525 million from $525 million to $560 million, citing the removal of expected second-half contribution from its Mexico joint venture, and GAAP net earnings fell sharply from the prior year, which included a large equity method gain tied to the NuScale monetization.
Q2 2026 revenue was $4.3 billion versus $4.0 billion a year earlier; GAAP EPS was $0.81 versus $14.81, and adjusted EPS was $0.91 versus $0.43.
2026 adjusted EBITDA guidance was narrowed to $500 million to $525 million, down from $525 million to $560 million.
New awards were $6.1 billion versus $1.8 billion a year earlier, while ending backlog was $26.9 billion versus $28.2 billion.
Operating cash flow for the quarter was ($317) million, including a $357 million tax payment related to the NuScale monetization; the company repurchased $300 million of stock in the quarter and still targets $1.4 billion in repurchases for
ARKO reported second-quarter 2026 net income of $9.4 million, down from $20.1 million a year earlier, and Adjusted EBITDA of $72.0 million, down from $76.9 million, while revenue rose to $2.35 billion from $2.00 billion. Its subsidiary ARKO Petroleum Corp. (APC) also agreed to acquire U.S. Petroleum Partners' business for $205 million in cash plus inventory, which the company expects to add about $30 million of annualized Adjusted EBITDA. ARKO reaffirmed its full-year 2026 Adjusted EBITDA outlook of $245 million to $265 million and raised its retail fuel margin range.
Q2 2026 net income was $9.4 million versus $20.1 million in Q2 2025; the prior-year period included a $20.8 million non-cash sale-leaseback gain.
Q2 Adjusted EBITDA was $72.0 million versus $76.9 million; first-half Adjusted EBITDA rose 14.0% to $122.9 million.
APC agreed to acquire U.S. Petroleum Partners' business for $205 million in cash plus inventory cost, plus $30 million of APC Class A stock held in escrow tied to EBITDA targets.
ARKO reaffirmed 2026 Adjusted EBITDA of $245 million to $265 million and raised its average annual retail fuel margin outlook to 45.5 to 47.5 cents per gallon.
ANI Pharmaceuticals reported second-quarter 2026 total net revenues of $266.0 million, up 25.9% from a year earlier, and GAAP net income available to common shareholders of $24.7 million, or $1.05 per diluted share, versus $0.36 in the prior-year quarter. The company reaffirmed its full-year total net revenue guidance of $1,080 million to $1,140 million and adjusted non-GAAP EBITDA guidance of $285 million to $300 million, but lowered its Cortrophin Gel net revenue guidance to $520 million to $540 million from $540 million to $575 million, which matters because Cortrophin Gel is the company's largest product.
Total net revenues were $266.0 million in Q2 2026, up from $211.4 million in Q2 2025.
Diluted GAAP EPS was $1.05 versus $0.36; adjusted non-GAAP diluted EPS was $2.21 versus $1.80.
Cortrophin Gel 2026 net revenue guidance was revised to $520 million to $540 million from $540 million to $575 million; total net revenue guidance of $1,080 million to $1,140 million was reaffirmed.
The board authorized a share repurchase program of up to $100.0 million in common stock through May 2029, effective May 8, 2026.
Atmus reported second-quarter 2026 net sales of $528 million, up 16.4% from a year earlier, with diluted earnings per share of $0.78 versus $0.72. The company raised its full-year 2026 guidance for net sales and adjusted earnings per share, which signals stronger expected results for shareholders.
Q2 net sales of $528 million, up 16.4% from $454 million, driven by the Koch Filter acquisition, pricing, currency and higher volumes.
Diluted EPS of $0.78 vs. $0.72 a year earlier; adjusted EPS of $0.82 vs. $0.75.
2026 guidance raised to net sales of $1,975 million to $2,030 million and adjusted EPS of $2.85 to $3.00.
Repurchased $13 million of stock in the quarter; $49 million remained under the $150 million program as of June 30, 2026.
Spectrum Brands reported fiscal third-quarter 2026 net sales of $753.3 million, up 7.7%, but swung to a net loss from continuing operations of $20.3 million, compared with net income of $20.5 million a year earlier. The results include a one-time $60.6 million benefit from IEEPA tariff refunds and a one-time non-cash impairment charge on its Home and Personal Care business. The company raised its fiscal 2026 adjusted EBITDA expectation, excluding tariff refunds, to mid single digit growth, while net sales guidance was unchanged.
Net sales rose 7.7% to $753.3 million; Home & Garden sales rose 19.0% to $225.2 million
Net loss from continuing operations was $20.3 million, or $1.11 per diluted share, versus net income of $20.5 million, or $0.83 per diluted share, a year earlier
Adjusted EBITDA was $158.3 million, up 106.7%; excluding $60.6 million of tariff refunds, it was $97.7 million, up 27.5%
Fiscal 2026 adjusted EBITDA expectation, excluding tariff refunds, raised to mid single digit growth; net sales still expected flat to up low single digits
DraftKings reported second quarter 2026 revenue of $1,443 million, down 5% from a year earlier, and a net loss of $67.6 million, compared with net income of $157.9 million in the same quarter of 2025. The company said the revenue decline reflected customer-friendly sport outcomes and higher promotional spending, and it kept its full-year 2026 revenue and Adjusted EBITDA guidance unchanged.
Revenue was $1,443 million, down $69 million or 5% from $1,513 million in Q2 2025.
Net loss was $67.6 million, or $0.14 per diluted share, versus net income of $157.9 million, or $0.30 per diluted share, a year earlier.
Adjusted EBITDA was $114.6 million, compared with $300.6 million in Q2 2025.
Fiscal 2026 guidance was maintained: revenue of $6.5 billion to $6.9 billion and Adjusted EBITDA of $700 million to $900 million.
Interface reported second-quarter 2026 net sales of $395.7 million, up 5.4% year over year, and GAAP diluted earnings per share of $0.88 versus $0.55 a year earlier. The company raised its full-year 2026 net sales guidance to $1.455 billion to $1.485 billion, from $1.450 billion to $1.480 billion, and said the quarter included $15.6 million of IEEPA tariff refunds that boosted margins.
Q2 2026 net sales were $395.7 million, up 5.4%, and up 3.8% on a currency-neutral basis
GAAP diluted EPS was $0.88 versus $0.55; adjusted diluted EPS was $0.88 versus $0.60
Adjusted gross profit margin benefited by 393 basis points from $15.6 million of IEEPA tariff refunds
Full-year 2026 net sales guidance raised to $1.455 billion to $1.485 billion from $1.450 billion to $1.480 billion
AdvanSix reported second-quarter 2026 sales of $421 million, up 3% from a year earlier, while net income fell to $3.2 million from $31.4 million and diluted EPS fell to $0.12 from $1.15. Adjusted EBITDA dropped 43% to $31.9 million, and the company cited lower sales volume in Plant Nutrients. The board also declared a $0.16 per share quarterly dividend, payable September 1, 2026.
Sales of $421.3 million rose 3% year over year, driven by 18% favorable pricing, partly offset by a 15% decline in volume.
Net income was $3.2 million versus $31.4 million; adjusted diluted EPS was $0.19 versus $1.24.
Adjusted EBITDA was $31.9 million, down 43%, and free cash flow was negative $10.7 million.
Quarterly dividend of $0.16 per share is payable September 1, 2026 to holders of record on August 18, 2026.
Yum China completed its $1.2 billion cash purchase of the Pizza Hut brand in Mainland China from Yum! Brands on August 7, 2026, and the company says the deal will remove the 3% license fee it previously paid. The company expects the deal to be slightly accretive to diluted EPS in 2026 and mid-single-digit accretive in 2027 and 2028, but the purchase was funded by a bridge loan with a tenor of up to 12 months, and longer-term financing is still under consideration.
Closed August 7, 2026, for US$1.2 billion in cash; the deal was first announced June 16, 2026.
Company expects license-fee savings of 3% to add 2.8% to Pizza Hut restaurant and OP margins, net of VAT.
Expected diluted EPS impact: slightly accretive in 2026 and mid-single-digit accretive in 2027 and 2028, excluding potential higher Pizza Hut growth.
Bridge loan of about US$1.2 billion at an interest rate of around 2% with a tenor of up to 12 months; long-term financing options remain under consideration.
Trulieve reported second quarter 2026 revenue of $271 million, down 10% from $302 million a year earlier, and a GAAP net loss attributable to common shareholders of $406 million, or $2.10 per share. The loss was driven mainly by a $403.3 million loss on the deconsolidation of Harvest, completed June 3, 2026, while adjusted net income of $20 million ($0.11 per share) compared with an adjusted net loss of $8 million a year earlier.
Revenue of $271 million, down 10% from $302 million in Q2 2025 and down 6% from $287 million in Q1 2026
Net loss attributable to common shareholders of $406 million ($2.10 per share), including a $403.3 million loss on the Harvest deconsolidation
Adjusted net income of $20 million ($0.11 per share) versus an adjusted net loss of $8 million in Q2 2025; adjusted EBITDA of $98 million, down 11% from $111 million
Cash and cash equivalents of $325.4 million at June 30, 2026
Yum! Brands completed the sale of the Pizza Hut business in Mainland China to Yum China for $1.2 billion in cash on August 7, 2026. The companion license agreement removes Pizza Hut royalties and adds Yum China incentives tied to KFC sales growth, and a related sale of Pizza Hut outside Mainland China to LongRange Capital is still on track to close this month.
Yum China paid $1.2 billion in cash for the rights to the Pizza Hut business in the PRC, completed August 7, 2026.
The amended and restated master license agreement removes all Pizza Hut royalty references in the PRC and provides Yum China incentives based on KFC system sales growth targets over the next 12 years.
Yum China executed a guaranty of its subsidiary's obligations under the agreement, including payment obligations.
Sale of Pizza Hut excluding Mainland China to LongRange Capital remains on track to close this month, subject to regulatory approvals; the two agreements total $2.7 billion in aggregate, subject to purchase price adjustments.
On August 6, 2026, Dream Finders Homes agreed to acquire Beazer Homes in an all-cash deal at an enterprise value of approximately $2.2 billion, with Beazer shareholders receiving $33.50 per share. The deal is expected to close in the fourth quarter of 2026, subject to Beazer stockholder approval and regulatory clearance, and Dream Finders reaffirmed its 2026 outlook of 9,250 home closings.
Beazer shareholders to receive $33.50 in cash per share; implied purchase price-to-book multiple of 0.8x
Enterprise value of approximately $2.2 billion; no financing condition in the merger agreement
Expected over $100 million in annual run-rate cost synergies and double-digit percentage accretion to EPS in year one, per the company
Closing expected in Q4 2026, subject to Beazer stockholder approval and Hart-Scott-Rodino waiting period expiration
Claritev reported second-quarter 2026 revenue of $257.5 million, up 6.6% from a year earlier, and a net loss of $59.2 million, narrower than the $62.6 million loss in Q2 2025. The company raised its full-year 2026 guidance for revenue, Adjusted EBITDA and free cash flow, which matters to shareholders because it points to higher expected results for the year.
Q2 2026 revenue was $257.5 million, up from $241.6 million in Q2 2025.
Net loss was $59.2 million in Q2 2026, compared with $62.6 million in Q2 2025.
Adjusted EBITDA rose 1.1% to $155.8 million, though the margin fell to 60.5% from 63.8%.
Full-year 2026 revenue guidance rose to $1 billion to $1.02 billion from $985 million to $1 billion, and Adjusted EBITDA guidance rose to $610 million to $620 million from $605 million to $615 million.
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