1,989 material Form 8-K filings that 1,593 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).
Tyson Foods agreed to sell $1.0 billion of senior notes in two $500 million tranches, a 5.100% series due 2031 and a 5.600% series due 2037, under an underwriting agreement dated August 10, 2026. The company plans to use the net proceeds to purchase notes tendered in a contemplated tender offer, with any remainder used for general corporate purposes. The offering is expected to close on August 24, 2026, subject to customary closing conditions.
Two $500 million tranches: 5.100% senior notes due 2031 and 5.600% senior notes due 2037
Underwriters include BofA Securities, J.P. Morgan, Morgan Stanley and Rabo Securities as representatives
Expected closing date is August 24, 2026
Net proceeds are intended for a contemplated tender offer, with any remainder for general corporate purposes
NextEra Energy filed Dominion Energy's financial statements and unaudited pro forma combined financial information to support its pending merger with Dominion Energy, first disclosed in a May 18, 2026 Form 8-K. The filing estimates total merger consideration at $65,218 million, based on NEE's July 30, 2026 closing price of $87.93, and the figures are preliminary. Completion still requires shareholder approvals and several regulatory approvals, so shareholders of both companies face a deal that is not yet closed.
Each Dominion Energy share converts into $360 million in aggregate cash (pro rata) plus 0.8138 shares of NEE common stock.
Estimated merger consideration is $65,218 million, including about 738 million NEE shares valued at $64,858 million, based on NEE's $87.93 closing price on July 30, 2026.
Preliminary goodwill is $40,053 million, and a 10% change in NEE's stock price would move estimated consideration by about $6,484 million.
Closing requires approvals including Dominion and NEE shareholder votes, HSR Act clearance, and approvals from FERC, the NRC, the Virginia SCC, the North Carolina Utilities Commission and the South Carolina PSC.
On August 4, 2026, Olenox Industries amended its May 29, 2025 Stock Purchase Agreement and Registration Rights Agreement with General Alpha Ltd. The amendment lets the purchaser deduct up to 30% of a Put amount to pay outstanding principal or interest on notes it holds, removes the True-Up and Review of Public Disclosures sections, narrows anti-dilution protection, and extends the purchase agreement's expiration to August 3, 2028. The changes alter terms governing the company's equity financing with this investor, which bears on shareholder dilution and protections.
Amendment dated August 4, 2026 changes the May 29, 2025 Stock Purchase Agreement and Registration Rights Agreement with General Alpha Ltd.
Purchase Agreement expiration date moved from May 8, 2026 to August 3, 2028.
Purchaser may deduct up to 30% of the Put amount to pay principal or interest on notes or convertible notes owed to it.
Sections 7.5 True-Up and 6.10 Review of Public Disclosures removed; anti-dilution now excludes certain share issuances, including those to insiders and conversions of preferred stock.
Azenta, Inc. appointed Erik J. Bello as Vice President and Chief Accounting Officer, with his employment expected to begin August 31, 2026. CFO Lawrence Lin will stop serving as principal accounting officer on that date but will remain Executive Vice President and Chief Financial Officer. The filing describes a routine accounting leadership change with no financial results included.
Erik J. Bello, age 51, was appointed by the Board on August 6, 2026; employment expected to start August 31, 2026
Bello's offer letter sets a $380,000 annual base salary and an $80,000 one-time sign-on bonus
Bello's incentive target is 50% of base salary, with long-term awards of $150,000 for the current fiscal year and $300,000 for the following year
Lawrence Lin ceases as principal accounting officer but remains CFO
An entity controlled by Stellex Capital Management agreed to buy all 1,604,326 common shares held by Corre Partners Management and its affiliates at $35.50 per share in a privately negotiated sale. Team, Inc. issues no shares and receives no proceeds, and Stellex is expected to own about 35% of the outstanding common stock upon closing, along with preferred stock and warrants it received in September 2025. Separately, Corre irrevocably waived its board observation and nomination rights, including the right to designate the Chairman, effective August 6, 2026.
Stellex-controlled entity to acquire 1,604,326 common shares from Corre at $35.50 per share.
Team, Inc. will not issue shares or receive proceeds from the transaction.
Upon closing, Stellex is expected to own about 35% of common stock, plus preferred stock and warrants issued in September 2025.
Corre waived its board observation and nomination rights, including the right to designate the Chairman, effective August 6, 2026; rights tied to the Lender Director remain in place.
Team, Inc. reported unaudited second-quarter 2026 revenue of $228.7 million, down 7.8% from $248.0 million a year earlier, and a net loss of $6.8 million versus $4.3 million. The company blamed deferred turnaround and maintenance work at oil, gas and petrochemical customers, and said it expects results toward the bottom half of its full-year 2026 guidance ranges, which it maintained.
Q2 2026 revenue $228.7 million vs. $248.0 million in Q2 2025; Adjusted EBITDA $12.8 million vs. $24.5 million
Net loss attributable to common shareholders $9.8 million, or $2.15 per share, vs. $0.95 per share loss a year earlier
Full-year 2026 guidance maintained: revenue $920 million to $945 million and Adjusted EBITDA $68 million to $73 million, with results expected toward the bottom half of those ranges
Total debt $326.3 million at June 30, 2026, up from $297.2 million at fiscal year-end 2025
UGI Corporation's Compensation and Talent Development Committee approved a new Executive Short-Term Incentive Bonus Plan on August 4, 2026, replacing several prior executive annual bonus plans across the company and its subsidiaries. The change alters how senior executives can earn annual bonuses, which shareholders may watch as part of pay design, but the filing reports no financial results or dollar amounts.
Committee approved the Bonus Plan on August 4, 2026; it takes effect October 1, 2026.
The plan supersedes the UGI Executive Annual Bonus Plan, AmeriGas Executive Annual Bonus Plan, and UGI Utilities Executive Annual Bonus Plan.
Bonuses are a percentage of base salary and depend on meeting annual Performance Goals and service criteria.
Executive officers under Section 16 of the Exchange Act are all Participants in the plan.
Consolidated Water reported second-quarter 2026 results on August 10, 2026. Total revenue fell 2% to $32.9 million, and net income attributable to stockholders was $3.9 million, or $0.24 per diluted share, down from $5.1 million, or $0.32, a year earlier. A $2.5 million decline in manufacturing revenue was the main drag, while higher bulk revenue partly offset it.
Revenue fell 2% to $32.9 million from $33.6 million; manufacturing revenue fell 49% to $2.7 million.
Diluted EPS from continuing operations was $0.25, versus $0.32 a year earlier; including discontinued operations it was $0.24.
Bulk revenue rose 20% to $9.9 million, mainly on higher energy-related revenue in the Bahamas.
Cash and cash equivalents were $132.6 million as of June 30, 2026.
On August 10, 2026, MPT's operating partnership closed a private placement and private exchange issuing $2.4 billion of 9.25% senior secured notes due February 15, 2032. The company said proceeds will fund the full redemption of its 2026 senior notes and a partial redemption of its 2027 senior notes, and the exchange refinanced about $1.5 billion of unsecured notes maturing from 2027 to 2031.
$2.4 billion aggregate principal of 9.25% senior secured notes due February 15, 2032, issued August 10, 2026
Proceeds to fully redeem 2026 senior notes and partly redeem 2027 senior notes; private exchange refinanced about $1.5 billion of 2027–2031 unsecured notes
Interest paid semi-annually on June 15 and December 15, starting December 15, 2026; holders may require repurchase at 101% upon a change of control
Cogent Biosciences filed a prospectus supplement on August 10, 2026, covering the offer and sale of up to $400,000,000 of common stock through Guggenheim Securities under an existing sales agreement. The offering runs under an automatic shelf registration statement filed November 7, 2025, and the filing does not state a price or timing for any sales. For shareholders, this sets up a possible source of new shares that could dilute existing holdings if sold.
Up to $400,000,000 of common stock may be sold through Guggenheim Securities, as sales agent or principal, at market prices.
The prospectus supplement was filed August 10, 2026, under Form S-3ASR (File No. 333-291384).
Gibson, Dunn & Crutcher LLP issued a legal opinion on the shares (Exhibit 5.1).
WhiteHorse Finance reported second-quarter 2026 total investment income of $14.4 million, down 9.4% from the prior quarter, and net investment income of $4.7 million, or $0.217 per share, down from $0.253. Net asset value per share rose to $11.77 from $11.47, and the board declared a $0.25 per share distribution, but the adviser also agreed to cut its incentive fee rate for the quarter ending September 30, 2026.
Total investment income was $14.4 million in Q2 2026, versus $15.9 million in Q1 2026.
Net investment income was $4.7 million, or $0.217 per share, versus $5.6 million, or $0.253 per share, in Q1 2026.
Net asset value per share rose 2.6% to $11.77 as of June 30, 2026; net increase in net assets from operations was $10.4 million.
Distribution of $0.25 per share is payable October 5, 2026, to holders of record as of September 21, 2026; the incentive fee rate falls from 20.00% to 17.50% for the quarter ending September 30, 2026.
BRT Apartments reported a second-quarter 2026 net loss of $3.2 million, or $0.19 per share, wider than the $2.6 million, or $0.14 per share, loss a year earlier, while total revenues rose to $24.5 million from $24.2 million. FFO and AFFO per diluted share were unchanged at $0.29 and $0.36, and the company declared a $0.25 per share dividend for the quarter. The filing furnishes supplemental financial information under Regulation FD for the three months ended June 30, 2026.
Net loss attributable to common stockholders was $3.2 million, or $0.19 per share, for the quarter ended June 30, 2026, versus $2.6 million, or $0.14 per share, a year earlier.
Total revenues were $24.5 million versus $24.2 million; combined portfolio NOI was $15.2 million versus $15.1 million.
FFO and AFFO were $0.29 and $0.36 per diluted share, unchanged from the second quarter of 2025.
A $0.25 per share dividend was declared for the second quarter; the Ranch Lake Apartments acquisition, about $80 million, is expected to close in the first quarter of 2027.
Jazz subsidiary Jazz Pharmaceuticals, Inc. agreed on August 10, 2026 to acquire Actio Biosciences, Inc. through a merger, with Actio becoming a wholly owned subsidiary. The upfront value starts at an initial $820 million, adjusted for items such as cash, debt and unpaid expenses, and holders may also receive up to $500 million in milestone payments tied to ABS-1230. Completion depends on conditions including HSR antitrust clearance, approval by holders of at least 85% of Actio's shares, and a spin-out of non-ABS-1230 programs.
Initial aggregate upfront value of $820 million, subject to cash, debt, unpaid expense and tax adjustments
Up to $500 million in milestones: $250 million on regulatory approval for KCNT1-Related Epilepsy, $100 million at $500 million annual net sales, and $150 million at $1 billion annual net sales
Closing requires completion of a spin-out of non-ABS-1230 programs into a new company in which Parent takes a minority stake
If the merger has not closed by an End Date five months after signing, either party may terminate; the agreement contains no termination fees
Pangaea Logistics Solutions reported second quarter 2026 revenue of $187.1 million, up from $156.7 million a year earlier, and GAAP net income attributable to the company of $10.2 million, or $0.16 per share, compared with a loss of $2.7 million, or $0.04 per share, in the prior-year quarter. The company also declared a quarterly cash dividend of $0.10 per share, and the filing describes an increase in that dividend.
Total revenue of $187.1 million versus $156.7 million in Q2 2025; adjusted EBITDA of $35.0 million, up 125.1% year over year
GAAP net income attributable to Pangaea of $10.2 million, or $0.16 per share; non-GAAP adjusted net income of $16.9 million, or $0.26 per share
Average TCE rate of $18,153 per day, up 50% year over year; quarter-to-date booked 4,873 shipping days at an average TCE of $20,258 per day
Quarterly dividend of $0.10 per share payable September 15, 2026 to holders of record on September 1, 2026
Crexendo, Inc. posted an investor presentation dated August 10, 2026 to its investor website and furnished it to the SEC as Exhibit 99.1 to a Form 8-K. The filing contains no financial results, guidance, or other new figures in its text, and the company states the material is not deemed filed under Section 18 of the Exchange Act.
Investor presentation posted to www.crexendo.com/investor on August 10, 2026
Presentation attached as Exhibit 99.1; filing signed by CFO Ronald Vincent on August 10, 2026
Filing states the information is furnished, not filed, and does not admit materiality
Shareholders of XAI Floating Rate & Alternative Income Trust (XFLT) approved a new investment sub-advisory agreement with Rockford Tower Asset Management, L.L.C. at a reconvened special meeting on August 6, 2026, after the meeting was adjourned to gather more proxy votes. The agreement was signed August 10, 2026, and its terms are substantially the same as the interim agreement from July 30, 2026, except for the term, which is two years initially.
Shareholders approved the New Sub-Advisory Agreement at the reconvened special meeting on August 6, 2026, after an earlier adjournment to solicit more proxies.
The New Sub-Advisory Agreement was entered into on August 10, 2026, among the Trust, XA Investments, LLC and Rockford Tower Asset Management, L.L.C.
The agreement has an initial two-year term, then renews annually, and can be terminated by either the Trust or Adviser or the sub-adviser on 60 days' written notice.
Helios Technologies reported second-quarter 2026 net sales of $231.9 million, up 9% from the prior year, and diluted EPS of $0.66 versus $0.34. The company raised its full-year 2026 sales and adjusted diluted EPS outlook, which matters to shareholders because it signals higher expected earnings for the year.
Q2 2026 net sales were $231.9 million, up from $212.5 million; gross margin was 34.6%, up 280 basis points
Diluted EPS was $0.66 versus $0.34; non-GAAP adjusted diluted EPS was $0.88 versus $0.59
FY2026 sales outlook raised to $880 to $900 million from $840 to $870 million; adjusted diluted EPS outlook raised to $3.05 to $3.25 from $2.75 to $3.00
Net-debt-to-adjusted-EBITDA leverage fell to 1.4x from 2.6x a year earlier; the company paid its 118th consecutive cash dividend
Bain Capital Specialty Finance reported second quarter 2026 net investment income of $28.6 million, or $0.44 per share, up from $27.4 million, or $0.42 per share, in the first quarter. Total investment income fell to $62.3 million from $66.2 million, and net asset value per share declined to $16.65 from $16.86 as of March 31, 2026. The company also declared a $0.42 per share dividend for the third quarter, payable September 29, 2026 to holders of record on September 15, 2026.
Net investment income per share was $0.44 for Q2 2026, versus $0.42 in Q1 2026.
Total investment income was $62.3 million, down from $66.2 million in Q1 2026.
Net increase in net assets from operations was $14.1 million, or $0.22 per share, versus $0.05 per share in Q1 2026.
Investments on non-accrual rose to 3.2% of portfolio cost from 1.4% as of March 31, 2026.
Purple Innovation reported second-quarter 2026 net revenue of $98.3 million, down 6.5% from a year earlier, driven by lower wholesale revenue, while its GAAP net loss narrowed to $3.2 million. The company lowered its 2026 revenue guidance to $420 million to $440 million, so shareholders face weaker top-line expectations even as profitability measures improved.
Q2 2026 net revenue was $98.3 million, down 6.5% from $105.1 million; wholesale revenue fell 19.1% to $37.4 million while showroom revenue rose 16.6%
GAAP net loss was $3.2 million, a $14.1 million improvement; adjusted EBITDA was $2.1 million versus a $2.4 million loss a year earlier
2026 revenue guidance lowered to $420 million to $440 million; adjusted EBITDA guidance is $20 million to $25 million
Company regained compliance with the Nasdaq minimum bid price requirement after the quarter ended
Commercial Vehicle Group promoted Angie O'Leary, who has served as interim Chief Financial Officer since March 2026, to permanent EVP and Chief Financial Officer effective August 6, 2026. The filing gives her a $425,000 base salary, a 65% target bonus and a long-term incentive opportunity of at least 120% of base salary beginning in 2027, which shows the board's decision to make the role permanent.
Angie O'Leary, age 45, promoted to EVP and Chief Financial Officer, effective August 6, 2026
Served as interim CFO since March 2026 and previously as Senior Vice President, Corporate Controller and Chief Accounting Officer since December 2020
Base salary $425,000; target bonus 65% of base salary; long-term incentive of no less than 120% of base salary beginning in 2027; change-in-control severance equal to 12 months
Press release dated August 10, 2026 announced the appointment; CEO James Ray said the company is pleased to appoint her as permanent CFO
Arq reported second-quarter 2026 revenue of $29.9 million, up 5%, and narrowed its net loss to $0.7 million from $2.4 million a year earlier, as adjusted. The company reaffirmed its full-year 2026 revenue and Adjusted EBITDA guidance, but total debt rose to $30.7 million and unrestricted cash was about $3.1 million as of July 31, 2026.
Revenue was $29.9 million versus $28.6 million in Q2 2025, with gross margin of 38.5% versus 33.3%.
Net loss was $0.7 million, or $0.02 per diluted share, versus $2.4 million, or $0.06 per share, in Q2 2025 as adjusted.
Total debt, including financing leases, was $30.7 million at June 30, 2026, up from $28.5 million at December 31, 2025.
Full-year 2026 guidance was reaffirmed at $120-125 million revenue and $17-20 million Adjusted EBITDA.
Restaurant Brands International said its subsidiary RBI LP received an irrevocable exchange notice from 3G Restaurant Brands Holdings LP, an affiliate of 3G Capital, covering 2,784,549 Class B exchangeable units. RBI LP intends to repurchase these units for cash on hand, with the exchange scheduled for August 31, 2026, which would cancel the units and reduce fully diluted common shares. After the exchange, RBH would hold approximately 21% of RBI's fully diluted common shares.
Exchange notice covers 2,784,549 Class B exchangeable limited partnership units of RBI LP
RBI LP plans to satisfy the notice by repurchasing the units for cash, using available cash on hand
Exchange date is scheduled for August 31, 2026; repurchase price is based on the 20-day volume weighted average price on the NYSE
After the exchange, RBH would hold approximately 21% of RBI's fully diluted common shares
Innovex International entered an underwriting agreement with Amberjack Capital Partners affiliates and Barclays Capital for the sale of 5,000,000 common shares by the selling stockholders. The company sold no shares and received no proceeds, so the offering does not add new shares or cash to the company.
Selling stockholders are affiliates of Amberjack Capital Partners, L.P.; the company received no proceeds
5,000,000 shares offered at a price to the underwriter of $28.71 per share
Underwriting agreement dated August 6, 2026; offering closed August 10, 2026
Offering made under an effective Form S-3 shelf registration (File No. 333-282178)
Network-1 Technologies reported no revenue for the quarter ended June 30, 2026, compared with no revenue in the same quarter of 2025. Its net loss rose to $655,000, or $0.03 per share, from $463,000, or $0.02 per share, a year earlier, as operating expenses increased mainly on higher litigation-related professional fees. The results show a larger loss for shareholders, while the company reported cash and marketable securities of $33,752,000 as of June 30, 2026.
Q2 2026 revenue was zero, the same as Q2 2025; six-month 2026 revenue was also zero versus $150,000 in the first half of 2025.
Q2 2026 operating expenses were $1,013,000, up from $720,000, mainly due to higher litigation-related professional fees.
Q2 2026 net loss was $655,000 ($0.03 per share) versus $463,000 ($0.02 per share) in Q2 2025.
Cash, cash equivalents and marketable securities totaled $33,752,000 at June 30, 2026; the company declared a $0.05 per share semiannual dividend in March 2026.
Upwork reported second-quarter 2026 revenue of $191.7 million, down 2% from a year earlier, and GAAP net income of $25.4 million, down 22%. GAAP diluted EPS was $0.20 versus $0.24, while adjusted EBITDA rose 12% to $64.1 million, and the company issued third-quarter and full-year 2026 revenue guidance that is lower than the second-quarter run rate for the third quarter.
Revenue was $191.7 million, down 2% from $194.9 million in Q2 2025; GSV fell 4% to $966.4 million.
GAAP net income was $25.4 million and diluted EPS was $0.20, versus $32.7 million and $0.24 a year earlier.
Adjusted EBITDA rose 12% to $64.1 million; the company incurred $13.8 million in costs tied to the restructuring announced in May 2026.
Guidance: Q3 2026 revenue of $176 million to $184 million; full-year 2026 revenue of $730 million to $750 million.
Progressive released a report on its Catastrophe Reinsurance Program on August 10, 2026, describing its reinsurance practices and the program it completed placing for June 1, 2026 to May 31, 2027. The Board also declared a quarterly common share dividend of $0.10 per share, payable October 9, 2026, to shareholders of record on October 1, 2026. The filing furnishes the report under Regulation FD and does not report new financial results.
Quarterly dividend of $0.10 per share declared August 7, 2026; payable October 9, 2026 to holders of record on October 1, 2026
Property per Occurrence XOL program retention is $300 million for a first event outside Florida and $75 million for a first event in Florida
Coverage limits, net of retention, are $1.85 billion for a first event outside Florida and $2.19 billion for a first event in Florida
Program renewed June 1, 2026 and covers losses occurring June 1, 2026 through May 31, 2027
Amentum reported third-quarter fiscal 2026 revenue of $3,490 million, down 2% from $3,561 million a year earlier, while GAAP net income rose to $66 million from $10 million and adjusted diluted EPS rose to $0.67 from $0.56. The company raised its fiscal 2026 guidance for Adjusted EBITDA and adjusted diluted EPS but cut its revenue guidance, so shareholders see mixed signals on the year.
Revenue of $3,490 million fell 2% year over year; diluted EPS was $0.27 versus $0.04 and Adjusted EBITDA was $290 million, up 6%.
Free cash flow was $135 million, up 35% from $100 million; backlog reached $48.2 billion, up 8%.
FY2026 revenue guidance was cut to $13,800-$13,950 million from $13,950-$14,300 million.
FY2026 Adjusted EBITDA guidance was raised to $1,115-$1,140 million and adjusted diluted EPS guidance to $2.40-$2.50 from $2.25-$2.45.
Smartbird's board declared a special dividend of $0.31 per share, funded from proceeds of the sale of its footwear business. Shareholders of record as of June 25, 2026 are eligible, with payment expected August 20, 2026. The company also said it may pay an additional dividend from remaining Sale net proceeds after transitional and post-closing matters conclude.
Special dividend: $0.31 per share of common stock, declared August 6, 2026
Record date: June 25, 2026; anticipated payment date: August 20, 2026
Funded from proceeds of the Sale of the footwear business; an additional dividend is possible later
Public Storage appointed S. Wade Sheek as its Chief Legal Officer and Corporate Secretary, effective August 17, 2026, replacing Nathaniel A. Vitan. Sheek most recently served as Senior Vice President, Chief Legal Officer and Secretary of Herc Holdings, Inc. Vitan will remain as a senior advisor until October 1, 2026 to support the transition.
S. Wade Sheek appointed Chief Legal Officer and Corporate Secretary, effective August 17, 2026
Sheek previously served as Senior Vice President, Chief Legal Officer and Secretary of Herc Holdings, Inc.
Nathaniel A. Vitan, the current Chief Legal Officer and Corporate Secretary, will stay on as senior advisor until October 1, 2026
V2X, Inc. disclosed that Senior Vice President and Chief Growth Officer L. Roger Mason Jr. resigned effective immediately on August 7, 2026, to serve as Director of the National Reconnaissance Office. CEO Jeremy C. Wensinger will assume his responsibilities until a successor is appointed, and the company says the resignation was not due to any disagreement on operations, policies or practices.
Mason resigned as Chief Growth Officer and from all subsidiary positions, effective immediately on August 7, 2026.
Mason received an AIP Payment of $331,975, a prorated portion of his 2026 Annual Incentive Plan award at target for January through July 2026.
Mason signed a separation agreement and general release dated August 6, 2026; the full text is filed as Exhibit 10.1.
CEO Jeremy C. Wensinger will assume Mason's role until a successor is appointed.
AECOM reported fiscal third-quarter 2026 results for the quarter ended June 30, 2026, with GAAP revenue of $3.6 billion, down 14% from a year earlier, and a $76 million operating loss. The results include a $337 million pre-tax charge on a Construction Management project, and the company lowered its fiscal 2026 guidance to reflect the charge and slower net service revenue growth. For shareholders, the charge drives the loss and reduces the expected full-year free cash flow to about $300 million, while backlog rose to a record $27.8 billion.
Q3 GAAP revenue was $3.6 billion, down 14%; operating loss was $76 million and diluted loss per share was $0.65.
A $337 million pre-tax charge on a Construction Management project was recorded; excluding it, adjusted EBITDA was $329 million and adjusted EPS was $1.49.
Fiscal 2026 adjusted EPS guidance is $3.95 to $4.15 including the charge, and free cash flow is projected at approximately $300 million.
Total backlog rose 13% to a record $27.8 billion; the project is expected to reach substantial completion in the second quarter of fiscal 2027, and recovery claims may take several years.
On August 10, 2026, Annexon appointed retinal surgeon Mark S. Blumenkranz, M.D., M.S.S., to its board of directors, effective immediately. The appointment followed the resignation of director Muneer Satter, who also left the audit committee and stepped down as chair of the nominating committee, and the filing states his resignation was not due to any disagreement with the company. The filing reports no financial results; for shareholders, the change concerns board composition and director pay terms.
Mark S. Blumenkranz, M.D., M.S.S., joined the board effective August 10, 2026, as a Class II director with a term expiring at the 2028 annual meeting, and was also appointed to the Audit Committee and Science and Technology committee.
Muneer Satter resigned from the board, the Audit Committee, and as chair of the Nominating Committee; the company said he served more than eleven years and joined the board in 2015.
Dr. Blumenkranz receives a $40,000 annual retainer, an annual option grant of 65,000 shares, and a 175,000-share stock option granted in lieu of the standard initial grant.
Construction Partners (ROAD) said director Michael H. McKay, a member of its Audit Committee, died on July 22, 2026, leaving the committee with two independent directors. Nasdaq requires at least three, so the company is out of compliance but intends to use a cure period to restore compliance.
Nasdaq Listing Rule 5605(c)(2)(A) requires at least three independent Audit Committee members; the company now has two.
The cure period ends on the earlier of the next annual stockholder meeting or July 22, 2027.
On August 6, 2026, the company issued 619,000 restricted Class B shares to employees, vesting September 30, 2030.
On August 6, 2026, MasTec agreed to sell $650 million of 5.850% senior unsecured notes due September 30, 2036, priced at 99.656%. The company intends to use the net proceeds to repay some or all of its $600 million term loan maturing June 26, 2028, with closing expected on August 17, 2026, subject to customary conditions.
$650 million aggregate principal of 5.850% senior notes due September 30, 2036, priced at 99.656%
Interest payable semi-annually; closing expected August 17, 2026, subject to customary conditions
Net proceeds intended to repay some or all of a $600 million term loan maturing June 26, 2028, plus fees and expenses
Representatives of the underwriters are PNC Capital Markets LLC, Truist Securities, Inc. and Wells Fargo Securities, LLC
TTEC reported second quarter 2026 revenue of $455.5 million, down 11.3% from a year earlier, with a GAAP net loss of $0.27 per share against $0.14 a year earlier. The company revised its full-year 2026 outlook for its TTEC Engage segment and said its Board authorized management to evaluate strategic alternatives for TTEC Digital, which could affect shareholders.
Q2 2026 GAAP revenue was $455.5 million, down from $513.6 million; non-GAAP EPS was $0.03 versus $0.22 a year earlier.
Full-year 2026 Engage revenue guidance is $1,520 million to $1,550 million; the company said Digital remains in line with its original guidance of $420 million to $440 million.
PJT Partners is advising on the review of TTEC Digital, with no set deadline or timeline.
Net debt was $766.9 million as of June 30, 2026, and the company obtained covenant flexibility under its Credit Facility.
Babcock & Wilcox reported second-quarter 2026 revenue of $319.7 million, up 130% from a year earlier, and net income of $14.3 million, compared with a net loss of $58.5 million in the same period of 2025. The company also raised the top of its full-year 2026 Adjusted EBITDA target range to $80.0 million to $105.0 million. Six-month results still show a net loss of $62.7 million, which includes a $64.4 million change in fair value of customer warrants.
Revenue of $319.7 million vs. $138.9 million a year earlier, driven by large project volume including $100.7 million from Base Electron.
Net income of $14.3 million and earnings per share of $0.07, vs. a net loss of $58.5 million and loss per share of $0.63 in Q2 2025.
Adjusted EBITDA of $21.8 million vs. $13.9 million; full-year 2026 Adjusted EBITDA target range raised to $80.0 million to $105.0 million.
Board authorized a share repurchase program of up to $50 million in July; cash, equivalents and restricted cash was $382.8 million at June 30, 2026.
FutureFuel reported second-quarter 2026 net income of $11.4 million, or $0.25 per diluted share, compared with a net loss of $14.2 million a year earlier, on revenue of $78.7 million, up 120.6%. Gross profit included a $9.1 million benefit from selling inventory above hedged prices and $3.2 million of unrealized derivative gains, and the company reiterated its expectation of positive full-year 2026 Adjusted EBITDA excluding derivative timing items. For shareholders, the quarter marked a return to profit, though the first half of 2026 still shows a net loss of $9.2 million.
Q2 2026 revenue of $78.7 million, up from $35.7 million in Q2 2025; Biofuel revenue rose to $52.9 million
Q2 2026 net income of $11.4 million ($0.25 per diluted share) vs. a net loss of $14.2 million in Q2 2025
Adjusted EBITDA of $11.8 million in Q2 2026 vs. a loss of $11.4 million a year earlier; first-half net loss of $9.2 million
Cash and equivalents of $34.4 million at June 30, 2026, up from $22.4 million at March 31, 2026; company expects $22 million in gross proceeds from tax credit monetization in the second half of 2026
NIKE said its Vice President, Chief Accounting Officer and Corporate Controller, Johanna Nielsen, will resign effective September 4, 2026, to pursue another opportunity, and that the resignation is not due to any disagreement with the company. Executive Vice President and CFO David Denton will also serve as Interim Corporate Controller and principal accounting officer until the board appoints a successor, and his compensation is not changing for that role.
Johanna Nielsen informed NIKE on August 4, 2026 of her intent to resign, effective September 4, 2026.
The filing states her resignation is not the result of any disagreement with the company over operations, policies or practices.
David Denton, EVP and CFO, becomes Interim Corporate Controller as of September 4, 2026, and principal accounting officer until a successor is appointed.
Mr. Denton's compensation is not being adjusted for the interim controller role; his CFO appointment was reported in an 8-K filed June 23, 2026.
Ark Restaurants reported third-quarter 2026 revenue of $40,881,000, down from $43,715,000 a year earlier, with same-store sales down 6.6%. The net loss attributable to the company narrowed to $347,000, or $0.10 per share, from $3,454,000, or $0.96 per share, but the company also disclosed that it must vacate its Bryant Park locations on or about October 16, 2026 unless the court's decisions are reversed or the stay is extended, and those locations accounted for about 14.5% of revenue in the 39 weeks ended June 27, 2026.
Q3 2026 revenue was $40,881,000 versus $43,715,000 for the 13 weeks ended June 28, 2025; same-store sales fell 6.6%.
Net loss attributable to Ark Restaurants was $(347,000), or $(0.10) per share, versus $(3,454,000), or $(0.96) per share, a year earlier.
Bryant Park Grill, Bryant Park Café and The Porch at Bryant Park produced $17.1 million, or about 14.5%, of 39-week revenue; the court-ordered stay of ejectment runs through about October 16, 2026.
The company said it cannot predict the outcome of its appeal, and no impairment was recorded on its New Meadowlands Racetrack investment.
Amplify Energy reported second-quarter 2026 net income of $17.3 million, compared with a net loss of $38.1 million in the first quarter, mainly due to a $22.6 million non-cash unrealized gain on commodity derivatives. The board also approved a share repurchase of up to $15.0 million of common stock, which the company said represents about 10% of outstanding shares at recent prices, while it updated full-year 2026 guidance to reflect larger oil price deductions.
Q2 2026 revenue excluding hedges was $52.7 million, up from $37.5 million in Q1 2026; Adjusted EBITDA was $8.6 million, up from $3.8 million.
Free cash flow was negative $12.9 million in Q2, compared with negative $18.1 million in Q1; Adjusted Net Loss was $1.7 million.
Full-year 2026 lease operating expense guidance was lowered to $80.0 to $95.0 million, from $80.0 to $100.0 million; the oil differential guidance was widened to negative $12.00 to $14.00 per barrel for the year.
The repurchase program runs from August 11, 2026 through December 31, 2026; the company said it may reduce or defer part of its remaining 2026 drilling.
Brookdale reported second quarter 2026 net income of $23 million, compared with a net loss of $43 million a year earlier, and adjusted EBITDA of $122 million, up 4.3%. Total revenue fell to $719 million from $813 million as the company sold communities, and the company reiterated its full-year 2026 guidance for RevPAR growth of 8.0% to 9.0% and adjusted EBITDA of $502 million to $516 million.
Q2 2026 net income was $23.3 million, including a $45.4 million gain on sale of communities, versus a net loss of $43.0 million in Q2 2025.
Adjusted EBITDA was $122.1 million, up 4.3% year over year; same community RevPAR rose 5.5%.
Total revenue fell to $718.6 million from $812.9 million, mainly due to community dispositions, primarily lease terminations.
Full-year 2026 guidance was reiterated: RevPAR growth of 8.0% to 9.0% and adjusted EBITDA of $502 million to $516 million.
Celsius Holdings said its President and Chief Operating Officer, Eric Hanson, has departed the company effective August 10, 2026, and that he is eligible for severance under the Executive Severance Pay Plan, subject to plan conditions. The company also named Tyler Bohannon Chief Commercial Officer and created a Chief Business Transformation Officer role for Tony Guilfoyle, reshaping senior leadership as it pursues its total energy portfolio strategy. The filing includes no financial results or guidance, so its direct effect on shareholders is limited to the leadership change.
Eric Hanson, President and Chief Operating Officer, departed effective August 10, 2026, and is eligible for severance under the Executive Severance Pay Plan, subject to conditions
Tyler Bohannon, previously EVP of North American Sales since February 2025, was appointed Chief Commercial Officer effective August 10, 2026
Tony Guilfoyle, former Chief Customer Officer, was appointed to the newly created role of Chief Business Transformation Officer effective July 1, 2026
REPAY reported second-quarter 2026 revenue of $100.7 million, up 33% from $75.6 million a year earlier, with about 6% organic growth according to the company, and reiterated its full-year 2026 outlook. The year-earlier quarter included a $103.8 million impairment, so the net loss attributable to the company narrowed to $11.0 million, or $0.13 per share, from $102.3 million, or $1.15 per share.
Q2 2026 revenue of $100.7 million vs. $75.6 million in Q2 2025; the company cites about 6% organic revenue growth.
Adjusted EBITDA of $36.3 million vs. $31.8 million a year earlier; free cash flow of $27.4 million.
Net loss attributable to the company of $11.0 million ($0.13 per share) vs. $102.3 million ($1.15 per share) in Q2 2025, which included a $103.8 million impairment loss.
Full-year 2026 outlook reiterated: revenue of $490 million to $500 million and Adjusted EBITDA of $168.5 million to $176 million, including KUBRA contributions following the June 2026 acquisition.
Nu Skin reported second-quarter 2026 revenue of $320.1 million, down 17.1% from $386.1 million, and a GAAP net loss of $249.8 million, or $5.14 per share, driven by a $78.9 million impairment charge and a $167.5 million tax charge for a valuation allowance on deferred tax assets. Excluding these charges, adjusted EPS was $0.20 versus $0.43 a year earlier, and the company set 2026 revenue guidance of $1.28 billion to $1.35 billion and adjusted EPS of $0.70 to $0.90.
Q2 2026 revenue was $320.1 million, down 17.1%, including a $4.0 million foreign exchange impact
GAAP EPS was $(5.14) versus $0.43; EPS excluding impairment and non-cash tax charges was $0.20
Q3 2026 guidance: revenue of $310 million to $340 million and adjusted EPS of $0.10 to $0.20
Full-year 2026 guidance: revenue of $1.28 billion to $1.35 billion, down 14% to 9%, and adjusted EPS of $0.70 to $0.90
Crescent Capital BDC reported a second quarter 2026 net decrease in net assets from operations of $(0.09) per share, compared with a $0.41 gain a year earlier. Net investment income fell to $0.36 per share from $0.42 in the prior quarter, and net asset value per share declined to $17.82 from $18.27 at March 31, 2026. The Board declared a third quarter regular dividend of $0.34 per share, below the $0.42 regular distributions paid per share in each of the two prior quarters shown in the filing.
Total investment income was $36.3 million, down from $37.9 million in the first quarter of 2026 and $43.0 million in the second quarter of 2025.
Net realized losses were $(17.7) million for the quarter, and net investment income was $13.1 million, versus $15.5 million in the prior quarter.
Third quarter 2026 regular dividend declared at $0.34 per share, payable October 15, 2026, to holders of record as of September 30, 2026.
Net debt-to-equity ratio was 1.37x at June 30, 2026, and weighted average cost of debt was 6.13%.
At its August 6, 2026 annual meeting, NVE shareholders elected all seven director nominees and approved executive pay and the auditor ratification. Daniel Baker retired as CEO under the previously announced succession plan, and Peter Eames became president and CEO while Baker became board chairman.
Daniel A. Baker retired as president and CEO effective at the shareholders' meeting and was elected chairman of the board.
Peter G. Eames was elected to the board and appointed president and chief executive officer.
Carolyn W. Valentine was elected to the board for the first time and appointed to the Compensation and Nominating/Corporate Governance committees; board size rose from five to seven.
Named executive officer compensation was approved with 3,011,073 votes for and 73,720 against; Boulay PLLP was ratified as auditor with 3,876,455 votes for.
American Public Education reported second-quarter 2026 revenue of $171.7 million, up 5.5%, and net income available to common stockholders of $9.8 million, compared with a loss of $0.3 million a year earlier. The company raised its full-year 2026 revenue, net income and adjusted EBITDA guidance and said it completed the combination of American Public University System, Rasmussen University and Hondros College of Nursing after the quarter ended.
Q2 2026 revenue was $171.7 million, up 5.5% from $162.8 million; diluted EPS was $0.52 versus a loss of $0.02.
Full-year 2026 guidance: revenue $690.0 million to $698.0 million, net income $46.5 million to $52.5 million, adjusted EBITDA $96.0 million to $104.0 million.
Third-quarter 2026 guidance: revenue $164.5 million to $167.0 million and adjusted EBITDA $14.0 million to $17.0 million.
Cash, cash equivalents, restricted cash and short-term investments were $222.8 million at June 30, 2026; $45.0 million remains under the repurchase authorization.
Cannae Holdings reported second quarter 2026 results in a press release and shareholder letter furnished under Item 2.02. The filing's text does not include consolidated revenue or earnings per share, but it reports a $90 million sale of Watkins, the acquisition of Exeter Rugby Group, and no share buybacks since the May earnings report.
Sold its 49% interest in Watkins to KDSA Investment Partners on July 30, 2026 for $90 million in cash; the company cites a multiple on invested capital of about 1.2x.
Completed the acquisition of 100% of Exeter Rugby Group on June 29, 2026, at an enterprise value of £32.6 million (about $43 million).
No shares were bought back since the May earnings report; year to date, Cannae has repurchased 3.4 million shares for $44 million.
Alight's total revenue for the quarter ended June 30, 2026 was $511 million, down from $528 million; its net loss narrowed to $10 million from $1,073 million a year earlier.
National Health Investors reported second quarter 2026 results, with diluted earnings per share of $1.15 versus $0.79 a year earlier, helped by $22.0 million of property disposition gains. Normalized FFO per diluted share fell 2.5% to $1.19 for the quarter, though the company also raised its quarterly dividend to $0.94 from $0.92 and issued 2026 full-year NAREIT FFO guidance of $4.74 to $4.79 per diluted share.
Diluted EPS of $1.15 for Q2 2026 vs. $0.79 in Q2 2025; six-month diluted EPS of $1.97 vs. $1.53
Normalized FFO per diluted share of $1.19 for Q2 2026 vs. $1.22 in Q2 2025; six-month figure rose 2.1% to $2.42
Quarterly dividend increased to $0.94 per share from $0.92, payable November 6, 2026
NHC portfolio sale closed July 1, 2026 for $560.0 million in cash consideration
On August 10, 2026, Alphabet closed an underwritten public offering of $25 billion in U.S. dollar senior notes issued under an existing 2016 indenture with The Bank of New York Mellon Trust Company as trustee. The offering includes ten tranches, both floating rate and fixed rate, with maturities from 2028 to 2066. The filing does not state how Alphabet will use the proceeds.
Total principal amount of $25 billion across ten tranches
Fixed rate notes carry coupons from 4.500% (due 2028) to 6.500% (due 2066)
Largest tranches are $4.5 billion of 5.450% notes due 2036 and $4.5 billion of 6.375% notes due 2056
Issued under an indenture dated February 12, 2016, with The Bank of New York Mellon Trust Company, N.A., as trustee
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