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).
Verde Clean Fuels reported a second-quarter 2026 net loss of $1.9 million, down from $2.5 million a year earlier, as lower general and administrative expenses from cost savings initiatives reduced the loss. The company had $53.5 million of cash and no debt as of June 30, 2026, and said it is advancing its evaluation of strategic alternatives, which could affect shareholders.
Q2 2026 net loss was $1.9 million, versus $2.5 million in Q2 2025; diluted loss per Class A share was $(0.04), versus $(0.07).
First-half 2026 net loss was $4.3 million, versus $5.3 million in the first half of 2025; diluted loss per Class A share was $(0.10), versus $(0.15).
Cash and cash equivalents were $53.5 million at June 30, 2026, with no debt.
The company is advancing its evaluation of strategic alternatives, according to the press release.
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
Mistras Group reported second-quarter 2026 revenue of $193.1 million, up 4.2%, and GAAP net income of $7.6 million, or $0.23 per diluted share, compared with $3.0 million, or $0.10, a year earlier. The company raised its full-year 2026 guidance to $740.0 million to $755.0 million in revenue and $92.0 million to $95.0 million in Adjusted EBITDA, and said net debt was $150.1 million at June 30, 2026.
Q2 revenue of $193.1 million, up 4.2%, with gross profit margin of 29.2%
GAAP diluted EPS of $0.23 vs. $0.10 a year earlier; income from operations of $12.9 million vs. $8.4 million
2026 guidance raised to $740.0 million to $755.0 million in revenue and $92.0 million to $95.0 million in Adjusted EBITDA
Net debt of $150.1 million at June 30, 2026; trailing leverage ratio of 2.2x
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
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.
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
Summit Midstream reported second-quarter 2026 net income of $4.6 million, compared with a net loss of $4.2 million a year earlier, on total revenues of $155.0 million, up from $140.2 million. Adjusted EBITDA was $60.7 million, slightly below $61.1 million a year earlier but up 12% from the first quarter, and the company narrowed its 2026 Adjusted EBITDA guidance while raising its capital expenditure plan, which may matter to shareholders because the common dividend remains suspended.
Diluted earnings per share of $0.11 for Q2 2026, versus a loss of $0.66 per share in Q2 2025
Total revenues of $155.0 million, up from $140.2 million a year earlier; Adjusted EBITDA of $60.7 million versus $61.1 million
2026 Adjusted EBITDA guidance tightened to $235 million to $255 million; capital expenditure guidance raised to $100 million to $120 million from $85 million to $105 million
Board authorized a $35 million stock repurchase program; common dividends remain suspended, and the Series A Preferred dividend is payable September 14, 2026
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
Fluent, Inc. reported second quarter 2026 revenue of $48.4 million, up 8% from $44.7 million a year earlier, and a net loss of $6.2 million, or $0.20 per share, versus $7.2 million, or $0.30 per share, in Q2 2025. Commerce Media Solutions revenue rose 90% to $30.5 million, and the company reaffirmed its full-year 2026 outlook for double-digit revenue growth on aggregate continuing businesses and improved adjusted EBITDA. For shareholders, the quarter shows revenue growth and a smaller loss, but first-half revenue fell 7% and the filing's risk language cites substantial doubt about the company's ability to continue as a going concern.
Q2 2026 revenue of $48.4 million, up 8%; Owned and Operated revenue fell 24% to $16.3 million
Net loss of $6.2 million, or $0.20 per share, vs. $7.2 million, or $0.30 per share, in Q2 2025
Adjusted EBITDA loss of $1.8 million, compared with $2.8 million in Q2 2025
First-half 2026 revenue of $93.3 million, down 7%; safe harbor language cites an uncommitted financing agreement raising substantial doubt about going concern
Playboy reported second-quarter 2026 revenue of $31.2 million, up 11% from a year earlier, and net income of $0.2 million, compared with a net loss of $7.7 million in the second quarter of 2025. The company also announced an agreement to repurchase 16.6 million shares, about 14% of shares outstanding, at $1.05 per share, a 28% discount to market value at the time of the transaction.
Revenue $31.2 million vs. $28.1 million in Q2 2025; direct-to-consumer revenue rose 18.2% to $19.5 million
Net income $0.2 million, or less than a cent per share, vs. net loss of $7.7 million, or $(0.08) per share, a year earlier
Adjusted EBITDA $7.0 million vs. $3.5 million, an increase of 100%; it includes $0.7 million of litigation expenses
Repurchase of 16.6 million shares at a fixed $1.05 per share, supported by a backstop agreement with two significant stockholders
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.
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.
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.
Alico reported third-quarter results for the period ended June 30, 2026, with revenue of $9.0 million, up 7.7% from a year earlier, and net income attributable to common stockholders of $2.1 million, or $0.29 per diluted share, compared with a loss of $18.3 million a year earlier. The company raised its fiscal 2026 guidance, projecting Adjusted EBITDA of about $15 million, cash of about $48 million and net debt of about $37 million.
Q3 revenue was $9.0 million versus $8.4 million a year earlier; nine-month revenue was $16.3 million versus $43.3 million, reflecting the citrus wind-down.
Q3 net income attributable to common stockholders was $2.1 million ($0.29 per diluted share), compared with a loss of $18.3 million ($2.39 per share) in the prior-year quarter.
Fiscal 2026 guidance was raised to Adjusted EBITDA of about $15 million, with year-end cash of about $48 million and net debt of about $37 million.
The company repurchased about 245,000 shares for $10.0 million during the period.
Sana Biotechnology reported second-quarter 2026 results with a net loss of $63.6 million, or $0.22 per share, compared with $93.8 million, or $0.39 per share, a year earlier; the prior-year figure included a $44.6 million impairment of long-lived assets. Cash, cash equivalents, and marketable securities were $160.5 million at June 30, 2026, and the company said its cash runway extends into mid-2027.
Q2 2026 net loss of $63.6 million ($0.22 per share) vs. $93.8 million ($0.39 per share) in Q2 2025; Q2 2025 included a $44.6 million impairment charge
Cash, cash equivalents, and marketable securities of $160.5 million at June 30, 2026, up from $138.4 million at December 31, 2025, after $93.3 million in net equity proceeds
Mayo Clinic made a $25.0 million equity investment in connection with a collaboration to advance SC451
Company expects to file an IND and begin a Phase 1/2 trial for SC451 and generate first-in-human SG293 data as early as this year
Rocket Lab reported second-quarter 2026 revenue of $234.1 million, up 62% from a year earlier, and a net loss of $49.3 million, narrowed from $66.4 million. The company guided third-quarter revenue to $250 million to $265 million and said it announced an agreement to acquire Iridium Communications Inc., which the filing does not price.
Q2 2026 total revenue $234.1 million vs. $144.5 million in Q2 2025
Q2 2026 net loss $49.3 million, or $0.08 per share, vs. $66.4 million, or $0.13 per share, a year earlier
Backlog reached $2.36 billion at June 30, 2026, up 137% year over year
Q3 2026 guidance: revenue $250 million to $265 million; GAAP gross margin 29% to 31%
HireQuest reported second-quarter 2026 results for the quarter ended June 30, 2026. Total revenue rose 6.0% to $8.1 million, and net income rose to $2.7 million, or $0.19 per diluted share, from $1.1 million, or $0.08, a year earlier. For shareholders, both revenue and profit improved, though reported system-wide sales fell to $117.8 million, which the company attributes mainly to the MRINetwork Assets Divestiture.
Total revenue was $8.1 million versus $7.6 million a year earlier, up 6.0%; pro forma for the divestiture, revenue rose 16.6%.
Net income was $2.7 million, or $0.19 per diluted share, versus $1.1 million, or $0.08, in Q2 2025.
Adjusted EBITDA was $4.6 million versus $3.3 million in Q2 2025.
System-wide sales were $117.8 million versus $125.9 million; the company cited $17.7 million from the MRINetwork Assets Divestiture, and pro forma sales rose 6.9%.
Simon reported second-quarter 2026 results on August 10, 2026, with Real Estate FFO of $1.249 billion, or $3.29 per diluted share, up 7.9% from a year earlier. GAAP net income attributable to common stockholders fell to $483.1 million, or $1.49 per diluted share, from $556.1 million, or $1.70, a year earlier, and the prior-year figure included a $0.21 per share gain. The company raised its full-year 2026 Real Estate FFO per share guidance to $13.20 to $13.30 from $13.10 to $13.25.
Real Estate FFO was $1.249 billion, or $3.29 per diluted share, versus $1.154 billion, or $3.05, in the second quarter of 2025.
GAAP net income attributable to common stockholders was $483.1 million, or $1.49 per diluted share, versus $556.1 million, or $1.70, a year earlier.
Full-year 2026 Real Estate FFO per share guidance was raised to $13.20 to $13.30, from $13.10 to $13.25 previously.
Simon declared a third-quarter 2026 common dividend of $2.25 per share, up $0.10 or 4.7% year over year, payable September 30, 2026.
Alumis reported topline results from the ONWARD3 long-term extension study of envudeucitinib in plaque psoriasis, with 54% of patients reaching complete skin clearance (PASI 100) after 48 weeks of continuous treatment. The company said safety was consistent with prior data and that it remains on track to submit a New Drug Application to the FDA in the fourth quarter of 2026, which is the next key regulatory step for shareholders to watch.
54% of patients achieved PASI 100 and 75% achieved PASI 90 in the ONWARD3 NRI analysis of 773 patients treated for up to 48 weeks
An integrated NRI analysis across ONWARD1/2 and ONWARD3 of 890 patients showed 47% PASI 100 and 66% PASI 90 after 48 weeks
No new safety signals were observed, and the safety profile was consistent with ONWARD1/2
NDA submission planned for 4Q 2026; topline data from the LUMUS Phase 2b lupus trial expected in Q3 2026
Varex Imaging entered into a merger agreement under which Teledyne Technologies will acquire the company, with each Varex share converted into the right to receive $18.90 in cash. The companies put the aggregate transaction value at approximately $1.1 billion, including equity awards and net debt as of April 3, 2026. Closing is expected in early 2027, subject to Varex stockholder approval and regulatory clearances, and the shares would be delisted from Nasdaq if the deal closes.
Cash consideration of $18.90 per share, without interest, subject to tax withholding
Aggregate transaction value of approximately $1.1 billion, per the companies' joint announcement
Expected closing in early 2027, subject to stockholder approval, HSR waiting period expiration and foreign regulatory clearances
Board of Directors of both companies unanimously approved the transaction; no financing condition applies
NIQ reported second-quarter 2026 revenue of $1,124.2 million, up 8.0% from a year earlier, and adjusted EBITDA of $261.9 million, up 21.9%. The company also raised its full-year 2026 guidance, but it still reported a net loss attributable to NIQ of $30.5 million, larger than the $2.7 million loss in the same quarter of 2025.
Revenue of $1,124.2 million, up 8.0% year over year; organic constant currency growth of 5.8%
Net loss attributable to NIQ of $30.5 million versus $2.7 million a year earlier; adjusted EPS of $0.27 versus a $(0.01) loss
Adjusted EBITDA of $261.9 million, up 21.9%; adjusted EBITDA margin of 23.3%, up 270 basis points
Full-year 2026 guidance raised to 5.2% to 5.6% organic constant currency revenue growth, 23.5% to 23.9% adjusted EBITDA margin and $245 million to $255 million of levered free cash flow
Kopin reported second quarter 2026 results for the period ended June 27, 2026, with total revenue up 51% to $12.7 million, driven mainly by grant, collaboration and research and development revenue. Net income attributable to common stockholders was $0.9 million, or $0.00 per share, compared with a net loss of $5.2 million, or $(0.03) per share, a year earlier, though the result was helped by a $2.1 million tax benefit and about $2.3 million of investment gains. The CFO said the company expects a solid second half of 2026 that exceeds its prior guidance.
Total revenue $12.7 million vs. $8.5 million in Q2 2025; product revenue $7.6 million vs. $7.5 million
Loss from operations $3.5 million vs. $5.5 million in Q2 2025
Net income $0.9 million ($0.00 per share) vs. net loss $5.2 million ($(0.03) per share), including a $2.1 million tax benefit
Management expects a solid second half of 2026 exceeding prior guidance and meaningful progress toward GAAP profitability in Q4 2026
Septerna reported second-quarter 2026 results for the quarter ended June 30, 2026. Revenue rose to $26.7 million, almost all from the Novo Nordisk collaboration, and the net loss narrowed to $13.0 million from $24.8 million a year earlier, even as research and development expenses rose to $35.1 million. The company said its $516.5 million in cash is expected to fund operations at least into 2029, and it now expects Phase 1 data for SEP-479 in the first quarter of 2027.
Revenue of $26.7 million from the Novo Nordisk collaboration, compared with $0.1 million from Vertex in the second quarter of 2025.
Net loss of $13.0 million, or $0.29 per share, compared with $24.8 million, or $0.56 per share, a year earlier.
Research and development expenses of $35.1 million, up from $22.2 million; general and administrative expenses of $8.5 million, up from $6.9 million.
Cash, cash equivalents and marketable securities of $516.5 million at June 30, 2026, expected to fund operations at least into 2029.
P3 Health Partners reported second quarter 2026 total revenue of $386 million, up 9% from a year earlier, and net income of $15.7 million, compared with a net loss of $43.7 million in the prior-year quarter. The company raised its full-year 2026 adjusted EBITDA guidance to $80 million to $110 million, but the quarter includes favorable payer settlements and prior-year development, and at-risk membership fell 10% year over year.
Q2 2026 net income was $15.7 million, versus a net loss of $43.7 million in Q2 2025.
Q2 2026 adjusted EBITDA was $54.4 million, versus a loss of $17.1 million a year earlier.
Medical margin was $97.8 million for the quarter; excluding payer settlements and prior-year development, it was $52.9 million.
Full-year 2026 guidance: total revenue $1.5 billion to $1.6 billion; adjusted EBITDA $80 million to $110 million.
Plug Power reported second-quarter 2026 net revenue of $178.3 million, up from $174.0 million a year earlier, and a gross loss of $1.7 million compared with $53.5 million a year earlier. GAAP net loss attributable to Plug Power narrowed to $188.2 million from $227.1 million, and the company raised its full-year 2026 revenue growth guidance to 15% to 16%.
Net revenue was $178.3 million for the quarter ended June 30, 2026, versus $174.0 million in the prior-year quarter.
GAAP loss per share was $(0.14), compared with $(0.20) a year earlier; adjusted loss per share was $(0.07), compared with $(0.18).
Full-year 2026 revenue growth guidance was raised to a range of 15% to 16%.
Unrestricted cash was about $162 million at quarter end, and the company expects to reach positive EBITDAS in the fourth quarter of 2026.
Art's-Way Manufacturing said its Modular Buildings segment recently won major projects that raised its backlog to over $19.0 million, up from $1.3 million reported for the quarter ended May 31, 2026. The company expects the backlog to be substantially fulfilled by the end of its 2027 fiscal year, which gives shareholders more visibility into future production, though backlog is not a guarantee of future revenue.
Modular Buildings backlog is over $19.0 million, versus $1.3 million in the 10-Q for the quarter ended May 31, 2026
Backlog is expected to be substantially fulfilled by the end of fiscal 2027, subject to customer schedules and milestones
Company expects projects to be executed at margins generally consistent with historical performance
Customer identities and project details are withheld due to contractual confidentiality
Lincoln Educational Services reported second-quarter 2026 revenue up 22.4% to $142.6 million and net income of $1.9 million, up from $1.6 million a year earlier, and reiterated its full-year 2026 guidance for revenue, adjusted EBITDA, net income and student starts. Student starts grew only 1% in the quarter, and management said fewer enrolled students than expected attended the first day of class, while it raised capital expenditure guidance by about $25 million for a new Suitland, Maryland campus and the Melrose Park, Illinois property purchase.
Q2 revenue was $142.6 million versus $116.5 million; diluted EPS was $0.06 versus $0.05
Q2 student starts rose 1%; full-year student start growth guidance of 10% to 14% was reiterated
Full-year 2026 guidance: revenue $590.0 million to $600.0 million; adjusted EBITDA $76.0 million to $80.0 million
Capital expenditure guidance was increased by approximately $25 million to $95.0 million to $100.0 million
Medical Properties Trust reported a smaller second-quarter 2026 net loss than a year earlier, with total revenues and normalized FFO both higher. The company also announced a $2.4 billion private placement and exchange of 9.25% senior secured notes due 2032, which it says is expected to close imminently and will repay 2026 notes and about half of its 2027 notes.
Q2 2026 net loss of $3 million ($0.01 per share), compared with a net loss of $98 million ($0.16 per share) in Q2 2025
Normalized FFO of $92 million ($0.15 per share), up from $81 million ($0.14 per share) a year earlier
Total revenues of $259.3 million for Q2 2026, compared with $240.4 million in Q2 2025
$2.4 billion of new 9.25% senior secured notes due 2032; proceeds to repay 2026 notes and about 50% of 2027 notes
Telos reported second quarter 2026 revenue of $47.7 million, up 33% from $36.0 million a year earlier, and GAAP net income of $0.7 million, compared with a net loss of $9.5 million in the same quarter of 2025. The company raised its full-year 2026 adjusted EBITDA guidance but lowered the top end of its revenue guidance, so shareholders see stronger profit results alongside a slightly smaller revenue outlook.
Q2 2026 revenue was $47.7 million, up from $36.0 million; the filing says Security Solutions grew 44%, driven by Telos ID.
GAAP net income was $0.7 million, or $0.01 per diluted share, versus a net loss of $9.5 million, or $0.13 per share, a year earlier.
Full-year 2026 adjusted EBITDA guidance was raised to $23.6 million-$28.6 million from $20.6 million-$28.0 million; revenue guidance is now $187 million-$195 million, down from $187 million-$200 million.
The company repurchased over 1.0 million shares for $4.7 million at an average price of $4.50 per share in the quarter.
California Resources reported second-quarter 2026 net income of $514 million, compared with a net loss of $711 million in the first quarter, with the result including a non-cash gain from commodity derivatives. Adjusted net income was $88 million, or $0.99 per diluted share, down from $98 million in the second quarter of 2025, and the company cut its full-year 2026 drilling, completions and workover capital by $10 million while reaffirming its total capital outlook.
Q2 2026 net income of $514 million versus a net loss of $711 million in Q1 2026 and net income of $172 million in Q2 2025; the company says the figure includes a non-cash derivative gain
Adjusted net income of $88 million ($0.99 per diluted share) and adjusted EBITDAX of $338 million; free cash flow of $114 million
2026 drilling, completions and workover capital reduced by $10 million to $370 million-$390 million; full-year 2026 net production guidance of 150-155 MBoe/d
Quarterly dividend of $0.405 per share declared August 10, 2026, payable September 18, 2026; pending $63 million cash acquisition of Crimson Midstream Holdings
Outdoor Holding Company reported fiscal first-quarter 2027 results for the quarter ended June 30, 2026. Net revenues rose 22.1% to $14.5 million, and net income from continuing operations was $3.6 million, compared with a loss from continuing operations of $5.9 million a year earlier. The same filing discloses that the board adopted amended and restated bylaws effective August 5, 2026, changing rules for stockholder nominations, special meetings, board size and vacancies.
Net revenues increased 22.1% to $14.5 million from $11.9 million.
Gross profit margin fell to 84.5% from 87.2%, mainly due to lower-margin FFL transfer revenue.
Adjusted EBITDA was $7.9 million, compared with $3.1 million a year earlier.
Amended bylaws effective August 5, 2026 remove the fixed range on board size and set a 90-day deadline for special meetings requested by stockholders.
MarineMax entered a merger agreement on August 9, 2026, under which Safe Harbor Marinas, a Blackstone Infrastructure portfolio company, will acquire the company in an all-cash deal valued at an enterprise value of approximately $1.5 billion. Shareholders would receive $53.00 per share, a premium of 96% to the $27.03 closing price on January 30, 2026, the last trading day before an unsolicited proposal was disclosed, and the deal is subject to shareholder and regulatory approvals.
Merger consideration of $53.00 per share in cash, without interest
Enterprise value of approximately $1.5 billion; premium of 96% to the January 30, 2026 closing price of $27.03
Expected to close by the end of calendar year 2026, subject to shareholder approval and regulatory approvals; no financing condition
If completed, MarineMax would become privately held and its common stock would no longer be listed on the New York Stock Exchange
Silence Therapeutics reported positive topline results from the 36-week Phase 2 SANRECO trial of divesiran in 48 phlebotomy-dependent patients with polycythemia vera, meeting its primary and key secondary endpoints. The company expects to start a Phase 3 trial of divesiran at Q12W dosing versus placebo in the first half of 2027, a step that advances its lead candidate toward potential approval, though the filing reports no revenue, profit or financing figures.
Primary endpoint response rate was 88% for divesiran versus 19% for placebo (p<0.0001)
Mean phlebotomies per patient were 0.2 for divesiran versus 2.1 for placebo over weeks 0-36 (p<0.0001)
Phase 3 trial of divesiran at Q12W versus placebo expected to start in the first half of 2027
Divesiran was well tolerated with no new safety findings; two investigator-reported grade 1 anemia cases
InTest reported second-quarter 2026 revenue of $35.3 million, up 25.5% from a year earlier, and net earnings of $0.5 million, or $0.04 per diluted share, compared with a net loss of $0.5 million a year earlier. The company reiterated its full-year 2026 revenue outlook of $135.0 million to $140.0 million, which matters to shareholders because revenue and profit both improved while guidance did not change.
Revenue of $35.3 million, up 25.5% year-over-year and 4.2% from the first quarter of 2026.
Net earnings of $0.5 million, or $0.04 per diluted share, versus a net loss of $0.5 million, or $(0.04) per share, in the second quarter of 2025.
Gross margin fell to 40.5% from 42.6% a year earlier, which the company attributed to a shift toward lower-margin Auto/EV revenue.
Backlog of $45.4 million at June 30, 2026, up 19.8% year-over-year but down 12.4% from March 31, 2026.
AbCellera reported top-line results from the Phase 2 portion of its Phase 1/2 trial of ABCL635, an investigational antibody for hot flashes due to menopause. In the 92-patient, placebo-controlled study, the single 600 mg dose reduced moderate-to-severe hot flash frequency and severity versus placebo at week 4, with no serious adverse events in the ABCL635 group. The results are four-week interim data from a small study, and the company says further data and Phase 3 planning are still ahead.
Frequency of moderate-to-severe hot flashes fell 83% from baseline at week 4 on ABCL635 versus 33% on placebo, a placebo-adjusted difference of 50%.
Severity fell 58% from baseline at week 4 on ABCL635 versus 12% on placebo, a placebo-adjusted difference of 46%.
No serious adverse events occurred in the ABCL635 group, compared with one serious adverse event in the placebo group.
Company plans to present additional data at medical conferences later this year and to complete a 12-week follow-up to support dose selection.
Aeries Technology reported fiscal first-quarter 2027 results for the quarter ended June 30, 2026, with revenue up 43% year over year to $21.9 million and income from operations rising to $3.4 million from $0.8 million. The company reaffirmed its fiscal 2027 guidance of $80 million to $84 million in revenue and $10 million to $12 million in Adjusted EBITDA, and said it repurchased more than 10% of its outstanding common stock during the quarter.
Revenue was $21.9 million, up 43% from $15.3 million; a previously disclosed customer buyout contributed $2.7 million to revenue and profitability.
Income from operations was $3.4 million versus $0.8 million a year earlier; net income attributable to Aeries shareholders was $1.8 million versus $1.5 million.
Fiscal 2027 guidance was reaffirmed at $80 million to $84 million in revenue and $10 million to $12 million in Adjusted EBITDA.
The company repurchased more than 10% of its outstanding common stock and ended the quarter with $6.1 million in cash and cash equivalents.
Varex reported preliminary unaudited third-quarter fiscal 2026 results, with revenue up 4% year over year and GAAP net income of $15.7 million, or $0.37 per diluted share, compared with a loss in the prior-year quarter that included a $93.9 million goodwill impairment. The company will not provide financial guidance and cancelled its earnings call because of the pending transaction with Teledyne Technologies, and it has not yet filed its Form 10-Q, so the results remain subject to change.
Quarterly revenue of $210.5 million for the three months ended July 3, 2026, up from $203.0 million a year earlier.
GAAP diluted EPS of $0.37 versus a loss of $2.15 a year earlier; non-GAAP diluted EPS of $0.31 versus $0.13.
IEEPA tariff refunds of $17 million and a $7 million revenue reduction for customer reimbursements raised third-quarter gross profit by about $10 million.
No financial guidance was provided; the earnings call was cancelled due to the announced Teledyne transaction.
International Seaways reported second quarter 2026 net income of $295 million, or $5.91 per diluted share, up from $62 million, or $1.25 per share, a year earlier. The Board also declared a $5.05 per share quarterly dividend, which the company describes as its largest ever, payable September 24, 2026, to holders of record on September 10, 2026.
Net income of $295 million, or $5.91 per diluted share, versus $62 million, or $1.25, in Q2 2025.
Shipping revenues of $467 million versus $196 million; adjusted EBITDA of $345 million versus $102 million.
Quarterly dividend of $5.05 per share declared August 7, 2026; record date September 10 and payment date September 24, 2026.
Free cash flow of $261 million in the quarter; total liquidity of approximately $935 million as of June 30, 2026.
MoonLake Immunotherapeutics reported positive topline Week 16 results from its Phase 3 IZAR-1 trial of sonelokimab in biologic-naive psoriatic arthritis patients, with 42.1% of patients on the 60 mg induction dose achieving an ACR50 response. The company also reported second quarter 2026 results, with cash of $537.0 million and a stated cash runway to mid-2028, and the filing notes that comparisons against placebo remain blinded until the Phase 3 program is complete.
IZAR-1 met all clinical endpoints at Week 16 for the 60 mg sonelokimab arm; 42.1% achieved ACR50 and 66.5% achieved ACR20.
Research and development expenses were $50.2 million in the quarter ended June 30, 2026, down from $54.5 million in the prior quarter; general and administrative expenses were $11.4 million, down from $15.5 million.
Cash, cash equivalents and short-term marketable debt securities were $537.0 million as of June 30, 2026; up to $400 million more is available through a Hercules Capital debt facility.
The IZAR-1 trial remains blinded and continues to Week 52, with the full readout expected in H1 2027.
Ceva reported second quarter 2026 results for the period ended June 30, 2026. Total revenue rose 13% year over year to $29.0 million, led by licensing and related revenue of $18.2 million, up 21%. The GAAP net loss narrowed to $2.9 million from $3.7 million, and the filing gives no revenue or earnings guidance.
Total revenues of $29.0 million, up 13% from $25.7 million in the second quarter of 2025
Licensing and related revenues of $18.2 million, up 21%; ten IP licensing agreements signed in the quarter
GAAP net loss of $2.9 million, or $0.10 per diluted share, versus $3.7 million, or $0.15, a year earlier
Non-GAAP operating income of $3.1 million, a 11% margin, compared with $0.8 million and 3% a year earlier
TPG Mortgage Investment Trust (MITT) reported second quarter 2026 results for the quarter ended June 30, 2026. Earnings available for distribution (EAD) were $0.24 per diluted share, covering the $0.24 quarterly dividend, and book value rose to $10.00 per share, while the company also highlighted its pending acquisition of Cherry Hill Mortgage Investment Corporation by merger.
Net income available to common stockholders was $0.29 per diluted share, or $9.1 million, for the quarter.
EAD was $0.24 per diluted share, or $7.7 million, equal to the $0.24 dividend declared on June 16, 2026.
Book value was $10.00 per share as of June 30, 2026, up from $9.97 in the first quarter of 2026; economic return on equity was 2.7%.
The company plans to acquire Cherry Hill Mortgage Investment Corporation by merger; the filing does not state deal terms.
N-able reported second-quarter 2026 revenue of $138.2 million, up 5.9% year over year, and GAAP net income of $1.8 million, compared with a net loss of $4.6 million a year earlier. The company also approved a reorganization that reduces its workforce by about 6%, with one-time cash charges of $4 million to $6 million, mostly expected in the third quarter, and it updated its full-year 2026 outlook.
Q2 2026 total revenue $138.2 million, up 5.9% year over year (4.7% at constant currency); GAAP net income $1.8 million, or $0.01 per diluted share
Full-year 2026 outlook: total revenue $539 million to $542 million; total ARR $562 million to $565 million
Workforce reduction of about 6%, approved July 20, 2026; one-time cash charges of $4 million to $6 million, with cash compensation savings of $11 million to $13 million over the next twelve months
Third-quarter 2026 revenue outlook of $134.5 million to $135.5 million, about 3% year-over-year growth on a reported basis
Cherry Hill Mortgage Investment Corp (CHMI) reported second quarter 2026 GAAP net income applicable to common stockholders of $1.3 million, or $0.04 per share, compared with a loss of $1.97 million, or $0.05 per share, in the first quarter. On August 9, 2026, it also agreed to a merger in which TPG Mortgage Investment Trust (MITT) will acquire CHMI; each CHMI common share would receive 0.3063 MITT shares and $0.93 in cash, an implied $3.10 per share based on MITT's August 7 closing price. The companies expect the deal to close in the fourth quarter of 2026, subject to stockholder and other approvals.
Q2 2026 EAD attributable to common stockholders was $5.5 million, or $0.15 per diluted share, up from $0.14 in Q1 2026.
Common book value per share was $3.16 at June 30, 2026; the company declared a $0.10 per share common dividend for Q2 2026.
Merger terms: 0.3063 MITT shares plus $0.93 in cash per CHMI share, an implied $3.10 per share and a 29% premium to CHMI's August 7, 2026 closing price.
The company will not host its August 10, 2026 webcast and conference call because of the pending transaction.
Veru reported a fiscal 2026 third-quarter net loss of $7.0 million, or $0.30 per share, versus $7.3 million, or $0.50 per share, a year earlier. Its operating loss from continuing operations rose slightly to $7.7 million from $7.5 million, as research and development expenses increased while general and administrative expenses fell. Cash, cash equivalents and restricted cash were $23.9 million at June 30, 2026, up from $15.8 million at September 30, 2025.
Q3 net loss was $7.0 million ($0.30 per share), down from $7.3 million ($0.50 per share) a year earlier.
Q3 operating loss from continuing operations was $7.7 million, up from $7.5 million; R&D rose to $4.4 million from $3.0 million, and G&A fell to $3.4 million from $5.0 million.
Nine-month net loss narrowed to $15.1 million ($0.68 per share) from $24.2 million ($1.65 per share).
Cash, cash equivalents and restricted cash were $23.9 million at June 30, 2026, versus $15.8 million at September 30, 2025.
Citi Trends pre-announced unaudited preliminary second-quarter 2026 sales of $211.6 million, up 10.9%, with comparable store sales up 10.5%. The filing does not include profit, earnings per share or guidance, and the company warns that the figures may change materially after its standard closing procedures; full results are due August 25, 2026.
Q2 2026 preliminary total sales were $211.6 million, up 10.9%, for the quarter ended August 1, 2026.
Q2 2026 preliminary comparable store sales rose 10.5%, or 19.7% on a two-year basis.
Year-to-date preliminary sales were $442.5 million, up 12.7%, with comparable store sales up 12.2%.
The company will release second-quarter 2026 earnings before market open on August 25, 2026, with a conference call at 9:00 a.m. ET.
Ferguson reported second-quarter 2026 net sales of $8.8 billion, up 4.6%, and reported diluted earnings per share of $3.43, up 6.9% from a year earlier. The company raised its calendar 2026 net sales growth outlook to mid-single digits from low to mid-single digits, and its adjusted operating margin range narrowed to 9.5% to 9.8% from 9.4% to 9.8%, with the guidance excluding the pending FloWorks acquisition.
Net sales were $8,751 million, up 4.6%; gross margin was 31.0%, down 20 basis points.
Reported diluted EPS was $3.43, up 6.9%; adjusted diluted EPS was $3.39, up 5.3%.
Updated 2026 capital expenditure guidance is $375 million to $425 million, up from $350 million to $400 million.
The company signed an agreement to acquire FWI Holdings (FloWorks), expected to close in the third quarter, and repurchased $202 million of shares in the quarter.
On August 9, 2026, Cherry Hill Mortgage Investment Corporation (CHMI) signed a merger agreement under which TPG Mortgage Investment Trust (MITT) will acquire it. CHMI common stockholders will receive 0.3063 MITT shares and $0.93 in cash per share, which the companies say implies $3.10 per CHMI share, a 29% premium to the August 7, 2026 closing price. The deal requires approval from both companies' stockholders and regulatory approvals, and is expected to close in the fourth quarter of 2026.
Consideration per CHMI share: 0.3063 MITT common shares plus $0.93 in cash, implying $3.10 per share based on the August 7, 2026 MITT closing price.
Premium: 29% to CHMI's August 7, 2026 closing price and 32% to its 30-day volume weighted average price; implied transaction value of $117.5 million.
Pro forma ownership of the combined company: about 73% held by MITT stockholders and about 27% by CHMI stockholders.
Expected closing in the fourth quarter of 2026, subject to stockholder approvals, regulatory approvals and other closing conditions.
National Energy Services Reunited Corp. (NESR) reported second-quarter 2026 results on August 10, 2026, with revenue, net income and diluted EPS all up sharply from a year earlier and from the first quarter. Cash flow also improved, and net debt fell to $99.6 million from $185.3 million at December 31, 2025, which strengthens the balance sheet for shareholders. The filing gives no new guidance.
Revenue of $520.8 million, up 59.1% year-over-year and 28.7% sequentially
Net income of $44.0 million and diluted EPS of $0.43, versus $15.2 million and $0.16 a year earlier
Operating cash flow of $174.0 million and free cash flow of $99.9 million for the quarter
Net debt of $99.6 million at June 30, 2026, down from $185.3 million at December 31, 2025
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