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).
Diodes reported second quarter 2026 revenue of $445.5 million, up 22% from a year earlier, and GAAP net income of $46.6 million, or $1.00 per diluted share, compared with $0.99 a year earlier. The company guided third quarter revenue to about $510 million plus or minus 3%, and said it has proposed acquiring ElevATE Semiconductor, a maker of automated test equipment chips.
Q2 2026 revenue was $445.5 million, up 22% from $366.2 million a year earlier and up 10% from $405.5 million in Q1 2026.
GAAP net income was $46.6 million, or $1.00 per diluted share, versus $46.1 million, or $0.99, a year earlier; non-GAAP adjusted EPS was $0.70 versus $0.32.
Q3 2026 guidance: revenue of about $510 million plus or minus 3%, GAAP gross margin of 35% plus or minus 1%, and non-GAAP adjusted EPS of $1.05 plus or minus $0.10.
Management expects the proposed ElevATE Semiconductor acquisition to add about $50 million of revenue in the first 12 months after closing.
PubMatic appointed Megan Ramm as its Global Chief Revenue Officer, effective August 10, 2026, to lead global revenue strategy across the Americas, EMEA and APAC. Ramm previously led global sales at Uber Advertising, and the company's release ties the hire to its strong second quarter 2026 results, including a return to double-digit year-over-year revenue growth.
Megan Ramm's appointment as Global Chief Revenue Officer is effective August 10, 2026; she previously served as Head of Global Sales at Uber Advertising.
Offer letter dated June 24, 2026 provides an initial annual base salary of $500,000 and an on-target annual bonus of $500,000, prorated for 2026.
Equity package includes a new-hire restricted stock unit grant with a grant-date value of $3.45 million and an annual equity award with a target value of $2.3 million, first granted in 2027; both are subject to board approval and vest over
Inuvo reported second-quarter 2026 net revenue of $7.5 million, down 67% from a year earlier, as Legacy Search revenue fell 80% and Audience Modeling revenue rose 19%. The net loss widened to $4.0 million, or $0.27 per share, from $1.5 million, or $0.10 per share, and the company said CFO Wallace D. Ruiz will retire effective August 17, 2026, with Derric Ciccone succeeding him. For shareholders, the revenue base is much smaller, losses are larger, and the finance leadership is changing.
Net revenue was $7.5 million in Q2 2026, down 67%; Legacy Search revenue fell 80% and Audience Modeling revenue rose 19%.
Net loss was $4.0 million, or $0.27 per share, versus a net loss of $1.5 million, or $0.10 per share, in Q2 2025.
Wallace D. Ruiz retires as CFO and Secretary effective August 17, 2026; Derric Ciccone is appointed President, CFO and Secretary effective the same day.
The company completed financing of about $13 million in gross proceeds; cash and cash equivalents were $886 thousand at June 30, 2026, plus $6.2 million in restricted cash.
Red Violet reported second quarter 2026 results on August 10, 2026, with revenue up 23% to $26.7 million, net income up 85% to $5.0 million, and diluted EPS of $0.34 versus $0.18 a year earlier. The company also disclosed a August 2026 public offering of 1,916,667 shares with net proceeds of about $109.0 million, which lifts cash well above the $50.0 million reported at June 30, 2026.
Revenue rose 23% to $26.7 million; gross margin rose to 76% from 72%.
Net income rose 85% to $5.0 million; diluted EPS was $0.34 versus $0.18 a year earlier.
Adjusted EBITDA rose 48% to $11.2 million; net cash from operations rose 42% to $10.6 million.
August 2026 offering of 1,916,667 shares provided net proceeds of about $109.0 million for working capital and potential acquisitions.
On August 7, 2026, ClearOne entered advisor agreements with four firms, agreeing to issue a total of 855,000 shares of common stock as compensation for past and ongoing advisory services, effective June 1, 2026. The agreements were made in connection with a July 1, 2026 merger agreement with CLRO Merger Sub, Cortigent and Vivani Medical, and the share issuance increases the number of shares outstanding. The filing also discloses related-party links, as First Finance Ltd. is a majority stockholder and a director has voting power over one advisor's shares.
First Finance Ltd., a majority stockholder, will receive 25,000 shares of common stock
Betelgeuse Capital Advisors Inc. will receive 90,000 shares, Gang3 Capital Ltd. 140,000 shares and JJK Holdings Ltd. 600,000 shares
Agreements dated August 7, 2026 are effective June 1, 2026 and run until services are completed or ten business days' written notice is given
Director Eric Boehnke, serving since June 20, 2025, holds voting and dispositive power over Gang3 Capital Ltd.'s shares
On August 5, 2026, Snail, Inc. signed two one-year agreements with Suzhou Snail Digital Technology, a company founded and formerly led by CEO Hai Shi, for SaltyTV development services and game testing, totaling $1.116 million. Because Mr. Shi and director Ying Zhou have ties to Suzhou Snail, these are related-party transactions that shareholders may want to monitor.
Short Drama Production agreement: $864,000 for August 1, 2026 to July 31, 2027, paid in four $216,000 quarterly installments starting September 30, 2026.
Game Testing Service agreement: $252,000 for the same period, paid in four $63,000 quarterly installments starting September 30, 2026.
CEO Hai Shi is founder, former CEO and board chair of Suzhou Snail; director Ying Zhou, his spouse, is a vice president and director of Suzhou Snail.
Eloxx Pharmaceuticals reported a second-quarter 2026 net loss of $4.5 million, up from $1.9 million a year earlier, as research and development and general and administrative costs rose. The company completed a $66.0 million underwritten public offering in June 2026 and moved its listing to the Nasdaq Capital Market, and it says its cash will fund operations into mid-2028, which strengthens the balance sheet but adds new shares outstanding for existing holders.
Net loss for the quarter ended June 30, 2026 was $4.5 million, compared with $1.9 million for the same quarter of 2025.
The June 2026 underwritten offering had gross proceeds of $66.0 million and net proceeds of about $58.3 million.
Cash and cash equivalents were $62.0 million at June 30, 2026, which the company expects to fund operations into mid-2028.
Tango Therapeutics filed a new prospectus supplement for up to $400 million of common stock sales through its existing at-the-market program with Leerink Partners, and ended the prior $100 million program. The filing carries $35.6 million of unsold shares forward into the new supplement, so the company can issue more shares, which would dilute existing holders.
New prospectus supplement filed August 11, 2026 covers up to $400,000,000 of common stock sales through Leerink Partners LLC.
About $64.4 million had been sold under the prior $100,000,000 program, leaving about $35.6 million unsold, which was carried into the new supplement.
The prior offering has been terminated; shares will be sold under the Registration Statement, which became automatically effective upon filing.
Goodwin Procter LLP issued a legal opinion on the new shares (Exhibit 5.1).
Pixelworks reported second-quarter 2026 revenue of about $64,000, down from $159,000 a year earlier, while its net loss attributable to the company narrowed to $2.8 million from $6.7 million. Management expects third-quarter revenue to rise sequentially, but the company has not given formal guidance and says revenue will remain uneven until it scales.
Q2 2026 revenue was $64,000 versus $159,000 in Q2 2025; six-month revenue was $510,000.
Q2 2026 net loss attributable to Pixelworks was $2.8 million, compared with $6.7 million a year earlier. Six-month net income of $77.8 million reflects discontinued operations, including the sale of Pixelworks Shanghai, which closed January
Cash and cash equivalents were about $53 million at June 30, 2026, after $3.2 million of share repurchases in the quarter.
Management expects revenue to increase sequentially in Q3 2026 and plans cash operating expenses below $2.5 million per quarter for the rest of 2026.
B&G Foods said its President and CEO Casey Keller retired effective August 7, 2026, and its board appointed director Robert D. Mills as President and CEO effective August 10, 2026. Mills, previously a senior executive at Tractor Supply Company, will leave the board's nominating and governance committee because he is no longer an independent director under NYSE standards.
Keller retired as President, CEO and director effective August 7, 2026; his retirement agreement includes salary continuation payments of $2,448,516 and accelerated vesting of 519,396 restricted shares.
Robert D. Mills, age 53 and a board member since 2018, took over as President and CEO on August 10, 2026.
Mills's employment agreement sets a $950,000 base salary, a $500,000 sign-on bonus payable after March 31, 2027, and a stock option grant for 900,000 shares at $3.40.
Mills previously held senior roles at Tractor Supply Company from 2014 to August 2026, most recently as Executive Vice President, Chief Technology Officer, Digital and Pet Services.
The Eastern Company reported second quarter 2026 net sales of $61.8 million, down 12% from $70.2 million a year earlier, and adjusted EBITDA of $3.4 million, down about 49% from $6.7 million. GAAP diluted earnings per share rose to $0.94 from $0.33, but that figure includes a one-time, non-cash bargain purchase gain of $6.5 million tied to its June 1, 2026 acquisition of Sungear and Crown Precision. The filing gives no updated financial guidance.
Net sales fell 12% to $61.8 million, with lower truck mirror, returnable packaging and latch and handle shipments partly offset by $1.7 million of aerospace sales from the acquisition
Adjusted net income from continuing operations was $0.9 million, or $0.15 per diluted share, versus $0.57 a year earlier
GAAP net income from continuing operations was $5.6 million, or $0.94 per diluted share, including the $6.5 million bargain purchase gain
Backlog rose 45% year over year to $126.2 million; total debt increased $8.8 million to $41.7 million
Stabilis Solutions reported second-quarter 2026 revenue of $11.9 million, down 31.2% from a year earlier, and a net loss of $4.6 million, or $0.25 per diluted share, compared with a $0.6 million loss a year earlier. The loss reflects lower revenue and a $2.9 million vessel charter expense tied to a charter terminated late in the quarter. Management expects second-half 2026 revenue to rise more than 50% from the first half and 2027 revenue to exceed $100 million, but those are company expectations, not results.
Q2 2026 revenue was $11.9 million, down 31.2% year over year, mainly due to large marine and power generation contracts completed in Q4 2025
Net loss was $4.6 million ($0.25 per diluted share) versus $0.6 million ($0.03 per share) in Q2 2025; a $2.9 million vessel charter expense was a factor
Adjusted EBITDA was $0.1 million, compared with $1.5 million a year earlier; operating cash flow was $7.1 million, including $5.0 million of customer advance payments
Management expects second-half 2026 revenue to increase by over 50% versus the first half and a new data center LNG contract to begin service in Q3 2026
Macerich's operating partnership completed the sale of $775 million of 2.25% exchangeable senior notes due August 15, 2031, including the full exercise of a $100 million option for additional notes. The notes are exchangeable into Macerich common stock at an initial price of about $28.19 per share, and the filing says the company disclosed net proceeds and capped call plans in earlier press releases.
Aggregate principal of $775 million, including the $100 million option exercised in full
Interest at 2.25% per year, payable February 15 and August 15, beginning February 15, 2027
Initial exchange price of about $28.19 per share, a premium of about 20% over the $23.49 closing price on August 6, 2026
Earlier release estimated net proceeds of about $659.1 million before the option, with about $39.2 million used for capped call transactions
Powerfleet, Inc. appointed Paul Lalljie as President and Chief Financial Officer effective August 11, 2026, after terminating CFO David Wilson's employment as of the close of business on August 10, 2026. The filing sets out Lalljie's pay package and Wilson's separation and consulting terms, which matter to shareholders because they reflect a change in the company's top finance role.
Lalljie receives a $475,000 base salary, a bonus of up to 85% of salary, a $100,000 sign-on bonus, and 225,000 time-based RSUs plus a 225,000-unit performance RSU target.
Lalljie previously served as CFO and later CEO of 2U, Inc. from 2019 to 2024, and spent about 18 years at Neustar, Inc., including nearly a decade as CFO.
Wilson receives a $224,460 lump-sum severance, a $121,731.65 pro-rated bonus payment, and COBRA reimbursement through February 28, 2027.
Wilson will also serve as a consultant at $37,410 per month for an initial 90-day term, with renewals.
Savers Value Village (NYSE: SVV) announced on August 11, 2026 the launch of a secondary public offering of 15,000,000 shares of common stock held by certain Ares Private Equity and Opportunistic Credit funds. The company is not selling any shares and will not receive proceeds from the offering, but it plans to buy $10 million of the offered shares from the underwriters at the same price, funded from existing cash on hand.
Selling stockholders are offering 15,000,000 shares; the underwriters have a 30-day option to buy up to 2,250,000 more.
The company will not sell shares or receive any proceeds from the offering.
A concurrent repurchase of $10 million of shares is funded from existing cash on hand and is not part of the existing share repurchase program.
J.P. Morgan Securities LLC, Goldman Sachs & Co. LLC, Jefferies LLC and UBS Securities LLC are joint book-running managers.
On August 10, 2026, O'Reilly Automotive entered into an underwriting agreement to issue $1.6 billion of senior notes in three tranches due 2029, 2031 and 2037. The company estimates net proceeds of about $1.59 billion, which it intends to use mainly to repay part of its commercial paper program, with any remainder for general corporate purposes. The filing adds new long-term debt for shareholders to track, but it does not report operating results.
$700 million of 4.800% senior notes due 2029, $500 million of 5.050% notes due 2031 and $400 million of 5.550% notes due 2037
Estimated net proceeds of approximately $1.59 billion after underwriting discounts and offering expenses
Proceeds intended first to repay part of commercial paper outstanding, with any remainder for general corporate purposes
Underwriting agreement dated August 10, 2026 with J.P. Morgan Securities LLC, Truist Securities, Inc. and Wells Fargo Securities, LLC as representatives
Maze Therapeutics reported second-quarter 2026 results with a net loss of $44.7 million, or $0.76 per share, up from $33.7 million, or $0.77 per share, a year earlier. The company recognized $20.0 million in license revenue for the first half of 2026, tied to a first-quarter milestone under its Shionogi license, and ended June 30 with $494.9 million in cash, cash equivalents and marketable securities, which it expects will fund operations into 2029.
Q2 2026 net loss was $44.7 million ($0.76 per share), compared with $33.7 million ($0.77 per share) in Q2 2025; no license revenue was recognized in either quarter.
Six-month 2026 net loss was $68.9 million ($1.22 per share), compared with $66.5 million ($1.83 per share) in 2025, including $20.0 million of license revenue from a Shionogi milestone.
Q2 R&D expenses rose to $34.9 million from $28.1 million, and G&A expenses rose to $13.1 million from $8.4 million.
Cash position was $494.9 million at June 30, 2026, up from $360.0 million at December 31, 2025, following an April 2026 offering with gross proceeds of about $150 million.
Matthews International's Board appointed Michael J. Whitehead as President and Chief Executive Officer and as a director, effective August 31, 2026, succeeding Joseph C. Bartolacci, who is retiring. Whitehead most recently served as Executive Vice President and President, Americas Welding, at Lincoln Electric Holdings, and the filing sets out his base salary, transition payment, incentive awards and severance terms, which shareholders can review.
Whitehead becomes CEO and director effective August 31, 2026; Bartolacci told the company of his retirement decision on July 29, 2026.
Initial base salary of $1,000,000 per year, plus a one-time transition cash payment of $300,000 that he must repay if he resigns or is terminated for cause within 12 months.
Target annual bonus of 100% of base salary from fiscal 2027; long-term incentive grant date value of $3,675,000 plus a one-time restricted stock unit award of $1,600,000.
If terminated without cause, severance of 24 months of base salary continuation plus a bonus at 100% of target.
Femasys Inc. closed a private placement on August 10, 2026, expected to bring in approximately $30.0 million in gross proceeds before offering expenses. The deal included common stock priced at $3.20 per share, plus warrants that could dilute existing holders, and gave the lead investor Nantahala Capital Management rights to appoint up to two board designees.
Purchase agreement dated August 7, 2026; closing occurred August 10, 2026, with expected gross proceeds of approximately $30.0 million
Common stock sold at $3.20 per share; 5,013,559 common shares and 4,361,440 pre-funded warrants issued, plus 18,749,998 accompanying warrants
Warrants exercisable at $2.95 per share; Milestone Warrants require U.S. revenue of at least $1,500,000 in a fiscal quarter and a stock price condition
Five company insiders, including the CEO and CFO, bought securities for an aggregate of approximately $134,000; resale registration statement due within 30 days of closing
NRC Health's Chief Financial Officer, Shane Harrison, resigned on August 7, 2026 to pursue an outside professional opportunity, effective August 28, 2026. The company has started a search for a new CFO, so shareholders will see a change in the officer who leads financial reporting.
Shane Harrison, Chief Financial Officer and principal financial officer, tendered his resignation on August 7, 2026.
Resignation is effective August 28, 2026.
Reason given: to pursue an outside professional opportunity.
The company has initiated a search for a new Chief Financial Officer.
Stran & Company reported second-quarter 2026 sales of $33.4 million, up 2.4% from a year earlier, but net income fell to $0.3 million from $0.6 million. For the first half, sales rose 5.4% to $64.6 million and net income rose to $1.1 million from $0.3 million. The filing gives no guidance, and the results are unaudited.
Q2 2026 sales $33.4 million, up 2.4%; gross profit $10.0 million, up 1.6%
Q2 net income $0.3 million vs. $0.6 million in Q2 2025; EBITDA $0.6 million vs. $0.9 million
Six months ended June 30, 2026: net income $1.1 million vs. $0.3 million; EBITDA $1.6 million vs. $0.7 million
Cash, cash equivalents and investments $12.6 million as of June 30, 2026; conference call on August 12, 2026 at 10:00 a.m. Eastern Time
On August 10, 2026, Crawford & Company bought 1,000,000 Class A shares from Jesse C. Crawford, its majority shareholder, at 97% of the NYSE closing price, for an aggregate price of approximately $12.8 million. The Audit Committee and Board approved the purchase as a related party transaction, and the Board determined it to be fair to the Company and its shareholders. After the closing, the Company will have 28,686,832 Class A and 18,904,905 Class B shares outstanding.
Purchase of 1,000,000 Class A shares on August 10, 2026, from Jesse C. Crawford
Price set at 97% of the official NYSE closing price, an aggregate of approximately $12.8 million ($12,813,700)
Seller is the father of Jesse C. Crawford, Jr., Non-Executive Chair of the Board
Post-closing outstanding shares: 28,686,832 Class A and 18,904,905 Class B
AVITA Medical signed a Global Amendment with Stedical Scientific dated August 5, 2026, changing their PermeaDerm distribution and manufacturing agreements. The company's revenue share rises to 67% for sheet-form products and 80% for glove-form products, and it gains a right of first offer on expanding its territory to parts of Europe, the UK, and Australia for a $500,000 fee.
Company pays a $500,000 fee for a right of first offer and refusal on expanding exclusive distribution to all or part of the EU, UK, and/or Australia.
Company's revenue share from PermeaDerm sales rises to 67% for sheet form and 80% for glove form, with revenue-sharing increases tied to gross margin thresholds of 50% and 35%.
For 2026 the company must reach $1.0 million in total PermeaDerm revenue sharing payments, with 20% annual growth minimums through 2030; prior minimum payment requirements were waived.
Hyliion reported second-quarter 2026 revenue of $4.9 million, up from $1.5 million a year earlier, and a net loss of $13.9 million, compared with $13.4 million in the second quarter of 2025. The company raised its full-year 2026 revenue guidance to approximately $15 million from $10 million, while the wider net loss and continued cash use leave profitability further out of reach for shareholders.
Q2 2026 revenue was $4.9 million versus $1.5 million in Q2 2025; net loss was $13.9 million versus $13.4 million.
Full-year 2026 revenue guidance raised to approximately $15 million from $10 million.
Cash and investments were $132.4 million at June 30, 2026; year-end 2026 outlook is $115 million to $120 million, up from about $100 million.
The company cited a $41.7 million U.S. Navy contract awarded in the quarter.
Hour Loop reported second-quarter 2026 results, with net revenue up 25% year over year to $33.9 million while net income fell slightly to $1.1 million. Gross margin narrowed to 52.9% from 57.2%, and cash used in operating activities rose to $3.6 million from $0.9 million. The company reaffirmed its full-year 2026 net revenue and net income guidance, which matters to shareholders because it signals no change to the outlook despite weaker margins and cash flow.
Net revenues were $33.9 million, up from $27.1 million a year earlier; the company attributed the increase mainly to expanded inventory availability.
Net income was $1.1 million, or $0.03 per diluted share, compared with $1.2 million, or $0.04 per diluted share, in the prior-year quarter.
Gross margin fell to 52.9% from 57.2%, and cash used in operating activities was $3.6 million versus $0.9 million a year earlier.
Full-year 2026 guidance was reaffirmed: net revenue of $143.0 million to $163.0 million and net income of $0.75 million to $1.5 million.
RideNow Group reported second-quarter 2026 results for the period ended June 30, 2026. Total revenue fell 1.0% to $296.8 million, while net income improved to $6.5 million from a net loss of $32.2 million a year earlier, which included a $34.0 million franchise rights impairment charge. The board also adopted Third Amended and Restated Bylaws, effective August 5, 2026, covering virtual stockholder meetings, universal proxy rules, and forum selection.
Total revenue decreased 1.0% to $296.8 million from $299.9 million, which the company attributes to store consolidation and the end of its transportation services in December 2025.
Gross profit rose 1.1% to $84.8 million, and same store powersports revenue was up 3.0%.
Net income was $6.5 million, compared with a net loss of $32.2 million in the second quarter of 2025. Adjusted EBITDA rose 19.2% to $20.5 million.
Bylaws effective August 5, 2026 authorize virtual meetings and electronic notice, add Rule 14a-19 universal proxy requirements, and designate Nevada and federal courts as exclusive forums.
Lumentum reported fourth-quarter fiscal 2026 net revenue of $1.01 billion, up from $480.7 million a year earlier, but a $7.8 billion non-cash loss on debt extinguishment from equitizing convertible notes drove a GAAP net loss of $7.2 billion, or $84.65 per diluted share. The company guided first-quarter fiscal 2027 net revenue to $1.225 billion to $1.275 billion, with non-GAAP diluted EPS of $4.05 to $4.35.
Q4 fiscal 2026 net revenue was $1.01 billion, up 109.3% year over year and 24.5% from the third quarter's $808.4 million.
Q4 GAAP net loss was $7.2 billion ($84.65 per diluted share), driven by a one-time, non-cash loss on debt extinguishment of $7.8 billion.
Q4 non-GAAP net income was $326.3 million, or $3.23 per diluted share, versus $0.88 a year earlier.
Q1 fiscal 2027 guidance: net revenue of $1.225 billion to $1.275 billion and non-GAAP operating margin of 39.5% to 40.5%.
Alamo Group's Executive Vice President and Head of Corporate Development, Edward T. Rizzuti, notified the company on August 7, 2026 that he will retire on September 11, 2026. The company says the retirement is not due to any disagreement over operations, financial reporting, or accounting practices, and Rizzuti will then serve as a consultant through December 31, 2026 on corporate development matters such as acquisitions and divestitures.
Retirement effective September 11, 2026; notice given August 7, 2026
Consulting Agreement dated August 10, 2026, starts September 14, 2026 and expires December 31, 2026
Company will pay $20,000 per month, pro-rated for September, plus reasonable expenses
Tandy Leather Factory reported second quarter 2026 results, with revenue of $18.0 million, up 1.5% from 2025, and net income of $0.4 million compared with a net loss of $0.2 million a year earlier. Gross margin rose to 64.8% from 59.5%, but cash fell to $6.4 million at June 30, 2026, from $16.1 million at December 31, 2025, after $6.0 million in dividends and other spending.
Revenue was $18.0 million, up from $17.8 million in the second quarter of 2025.
Operating income was $0.5 million, up 722.9% from 2025; net income was $0.4 million versus a net loss of $0.2 million.
Gross margin was 64.8%, up from 59.5%; net income per share was $0.05 versus a $0.02 loss per share.
Cash and cash equivalents were $6.4 million at June 30, 2026, down from $16.1 million at December 31, 2025, including $6.0 million in dividends paid in Q1 2026.
Seer reported second-quarter 2026 revenue of $3.1 million, down 23% from $4.1 million a year earlier, which the company attributed to academic and government funding pressure and longer sales cycles. The net loss narrowed to $16.9 million from $19.4 million as operating expenses fell 19%, and Seer reaffirmed its full-year 2026 revenue guidance of $16 million to $18 million. Shareholders get lower sales offset partly by lower costs, with cash, cash equivalents and investments of $209.5 million at June 30, 2026.
Q2 2026 revenue was $3.1 million, down 23% from $4.1 million in Q2 2025
Operating expenses were $18.3 million, down 19% from $22.6 million
Net loss per share was $0.31, compared with $0.33 a year earlier
Full-year 2026 revenue guidance of $16 million to $18 million was reaffirmed
On August 11, 2026, NuScale Power entered into a sales agreement with six sales agents for an at-the-market offering of up to $750 million of its Class A common stock. The company sets the timing, number of shares and minimum price for each sale, and pays commissions of up to 2% of gross proceeds. Any shares sold under the program would increase the number of shares outstanding, and the filing does not say how much has been or will be sold.
Aggregate offering price of up to $750 million of Class A common stock under the sales agreement dated August 11, 2026
Sales agents are UBS Securities, B. Riley Securities, Canaccord Genuity, Craig-Hallum Capital Group, Texas Capital Securities and Tuohy Brothers Investment Research
Commission of up to 2% of gross sales proceeds; shares are issued under a Form S-3ASR registration statement filed August 11, 2025
Kilroy Realty Corporation said Chief Financial Officer Jeffrey Kuehling is leaving the company effective August 11, 2026, and that Chief Investment Officer Eliott Trencher will serve as interim CFO and Treasurer. The company is conducting an external search for a permanent principal financial officer. It also reaffirmed its 2026 guidance from its July 27, 2026 second-quarter earnings release and said the departure involved no disagreements over financial policies, accounting principles, financial statements or disclosures.
Jeffrey Kuehling, EVP, CFO and Treasurer, is leaving effective August 11, 2026; the filing describes this as a termination without Cause under his July 30, 2024 Employment Agreement.
Kuehling will receive the severance payments and benefits under Section 5.3(b) of his employment agreement plus two months of severance pay, subject to a release of claims becoming effective. The filing gives no dollar amounts.
Eliott Trencher, age 43, is interim CFO and Treasurer and also keeps his role as EVP and Chief Investment Officer; he was CFO from February 2022 to August 2024.
The company reaffirmed its 2026 guidance from the July 27, 2026 second-quarter 2026 earnings release and has engaged Russell Reynolds Associates for the executive search.
Astronics reported second-quarter 2026 sales of $260.0 million, up 27.0% from a year earlier, and net income of $35.1 million, or $0.75 per diluted share, compared with $0.03 per diluted share in the prior-year quarter. The company raised its 2026 revenue forecast to $1.02 billion to $1.04 billion, which signals higher expected sales for shareholders.
Q2 2026 sales rose 27.0% to $260.0 million; operating income was $40.5 million, or 15.6% of sales.
Net income was $35.1 million, or $0.75 per diluted share, versus $1.3 million, or $0.03 per diluted share, a year earlier.
Bookings were $306.2 million for a 1.18 book-to-bill ratio, and backlog reached $780.6 million at July 4, 2026.
Third-quarter 2026 sales are expected to be $265 million to $275 million.
Arbor Realty Trust's consolidated subsidiary issued $730.1 million of investment grade-rated notes in a private placement, backed by about $825 million of real estate related assets, mainly first-lien mortgage bridge loans. Arbor said it expects to account for the financing on its balance sheet and will use the proceeds to repay borrowings under its current credit facilities, pay transaction expenses and fund future loans and investments.
Offered investment grade-rated notes totaled $730,125,000, with $94,875,000 of below investment grade-rated notes also issued; consolidated Arbor subsidiaries bought $94,875,000 of the below investment grade notes and $17,532,000 of the inv
Collateral has a face value of approximately $825 million, and about $56.7 million is available to buy additional collateral interests within up to 180 days of the August 11, 2026 closing date.
Offered notes carry an initial weighted average interest rate of approximately 1.76% plus Term SOFR, with a stated maturity in April 2044 and a reinvestment period of about two years and six months.
Arbor retained subordinate interests in the issuing vehicle of approximately $112.4 million, according to the accompanying press release.
ERock reported second-quarter 2026 total revenues of $39.9 million, down 41.7% from $68.5 million a year earlier, and a net loss of $67.7 million versus $8.0 million in the prior-year quarter. The company also initiated full-year 2026 guidance of $435 million to $465 million in revenue and $3 million to $9 million in Adjusted EBITDA, and said contracted backlog rose to about $1.7 billion, which it expects to convert into higher second-half deliveries.
Q2 2026 total revenues were $39.9 million, versus $68.5 million in Q2 2025; Adjusted EBITDA was negative $14.0 million, versus positive $3.6 million a year earlier
Net loss was $67.7 million in Q2 2026, including a $48.8 million loss on debt extinguishment
Full-year 2026 guidance: revenue of $435 million to $465 million and Adjusted EBITDA of $3 million to $9 million
Contracted Power System Sales Backlog was about $1.7 billion at June 30, 2026, up from about $0.2 billion a year earlier; cash was $626.6 million with no outstanding debt
Kentucky First Federal Bancorp reported unaudited results for the quarter and twelve months ended June 30, 2026, with net income of $680,000, or $0.08 diluted earnings per share, for the quarter, up from $176,000, or $0.02, a year earlier. Higher net interest income drove the gain, while a larger provision for loan losses partly offset it, and the company's book value per share rose to $6.22 from $5.98.
Quarterly net income was $680,000 ($0.08 diluted EPS) versus $176,000 ($0.02) for the same quarter in 2025.
Net interest income rose $780,000, or 33.9%, to $3.1 million, as the average rate earned on interest-earning assets increased 62 basis points to 5.90%.
Twelve-month net income was $1.9 million ($0.24 diluted EPS) versus $181,000 ($0.02) a year earlier.
Provision for losses on loans increased $183,000 in the quarter, and total deposits fell $16.7 million, or 6.0%, to $260.8 million at June 30, 2026.
American Integrity Insurance Group reported second quarter 2026 net income of $34.1 million, or $1.74 per diluted share, up from $27.5 million, or $1.62 per diluted share, a year earlier. The company said income before taxes of $46.4 million was a new quarterly record, and its combined ratio improved to 63.4% from 72.9%, which supports higher profitability for shareholders.
Net income of $34.1 million, or $1.74 per diluted share, versus $27.5 million, or $1.62, in Q2 2025
Income before taxes of $46.4 million, which the company describes as a new quarterly record
Net premiums earned rose 58.2% to $104.7 million; combined ratio improved to 63.4% from 72.9%
Voluntary new business policies reached a record 43K in the quarter, up 54% from Q2 2025; policies in-force were 461,714 as of June 30, 2026
QuickLogic reported fiscal second-quarter 2026 revenue of $5.5 million, up 48.7% from a year earlier, and a GAAP net loss of $0.9 million, or $0.05 per share, versus a $2.7 million loss a year earlier. The results include a $950,000 gain on extinguishment of a vendor payable. CEO Brian Faith narrowed the full-year growth outlook to 70% to 80% and said the company is modeling non-GAAP profitability and positive cash flow for the second half of 2026.
Revenue was $5.5 million, up 48.7% from Q2 2025 and up 8.5% from Q1 2026; new product revenue was about $4.7 million.
GAAP net loss was $0.9 million ($0.05 per share), compared with a $2.7 million loss ($0.17 per share) in Q2 2025; it includes a $950,000 gain on extinguishment of a vendor payable.
Non-GAAP net loss was $1.1 million ($0.06 per share), compared with $1.5 million ($0.09 per share) in Q2 2025.
Full-year growth outlook narrowed to 70% to 80%; management expects non-GAAP profitability and positive cash flow in the second half of 2026.
Owlet reported second-quarter 2026 revenue of $33.9 million, up 29.9% from a year earlier, and a net loss of $0.6 million, compared with $37.4 million in the second quarter of 2025. Results include a one-time $3.75 million tariff refund benefit to Adjusted EBITDA, and the company raised its 2026 gross margin and Adjusted EBITDA outlook while leaving its revenue outlook unchanged. The company also said it will revise prior-period financial statements to correct stock-based compensation errors.
Q2 2026 revenue was $33.9 million, up from $26.1 million in Q2 2025; subscription revenue was $3.2 million, up $2.4 million.
Q2 2026 net loss was $0.6 million, versus $37.4 million a year earlier; excluding the $3.75 million tariff refund impact, the net loss was $4.4 million.
2026 Adjusted EBITDA outlook raised to $10.75 to $12.75 million from $7 to $9 million; the company said the increase reflects only the one-time $3.75 million refund.
Prior-period financial statements, including the quarter ended March 31, 2026, will be revised for stock-based compensation errors in the Form 10-Q expected by August 14, 2026.
374Water released preliminary second-quarter 2026 revenue of more than $2.2 million, compared with $0.6 million a year earlier, and said first-half revenue was about $2.8 million versus $1.1 million. The company said about $2.0 million of the quarter's revenue came after the Orange County Sanitation District Factory Acceptance Test, and it named Charles Weiser as Chief Financial Officer. Full second-quarter results are due August 14, 2026.
Preliminary Q2 2026 revenue exceeded $2.2 million, versus $0.6 million in Q2 2025, with about $2.0 million tied to the OC San Factory Acceptance Test.
Preliminary first-half 2026 revenue was about $2.8 million, versus $1.1 million in the first half of 2025.
Charles Weiser, CPA, was appointed Chief Financial Officer, succeeding interim CFO Adrienne Anderson.
The company will release complete second-quarter financial results on August 14, 2026.
General Motors entered a Master IPU Agreement on August 7, 2026, under which it will issue irrevocable payment undertakings to Procura Auto Parts, which funds suppliers that hold critical inventory for GM until it is needed. The program has a maximum outstanding face amount of $4.5 billion and a twelve-month issuance period, and GM will record the IPUs as unsecured debt, which adds to its reported obligations.
Maximum aggregate outstanding face amount of IPUs is $4.5 billion, with a twelve-month availability period starting August 7, 2026.
Interest accrues at SOFR plus 1.55% per annum, plus a ticking fee of 0.25% per annum on the unused portion of the limit.
Payments are due after inventory is consumed and no later than August 6, 2029; outstanding IPUs may be accelerated after an event of default.
GM will record each IPU as unsecured debt and exclude payments under the program from Adjusted Automotive Free Cash Flow until the inventory is purchased.
ConocoPhillips said its board elected Andy O'Brien, currently executive vice president and chief financial officer, as president and chief executive officer effective September 1, 2026, succeeding Ryan Lance, who will retire as CEO and become executive chair. Konnie Haynes-Welsh will become chief financial officer on the same date, and the filing lists new pay terms for the leadership changes.
Andy O'Brien becomes president and CEO and joins the board on September 1, 2026, with a base salary of $1.7 million and a long-term incentive target of $13.08 million.
Ryan Lance's base salary as executive chair will fall to $1.1 million, and he will not participate in the annual incentive plan; his 2027 long-term incentive target is $12.4 million.
Konnie Haynes-Welsh becomes senior vice president and chief financial officer, with an annual base salary of $742,972.
Ferguson Enterprises entered into a $700 million bridge credit facility and a $900 million term loan facility, both with JPMorgan Chase Bank as administrative agent, to help fund its acquisition of FWI Holdings, Inc. (FloWorks). The bridge loan is available only if the company lacks other bank or capital markets financing sufficient to fund the deal, and both facilities depend on the acquisition closing.
Bridge credit facility of up to $700 million, unsecured, maturing 364 days after funding
Term loan facility of up to $900 million, unsecured, maturing three years after funding
Both facilities require a maximum net leverage ratio of 3.50 to 1.00, stepping up to 4.00 to 1.00 after certain material acquisitions
TransAct reported preliminary second-quarter 2026 net sales of $13.9 million, up 1% from a year earlier, and a net loss of $50 thousand, narrower than the $143 thousand loss in the prior-year quarter. The company raised its 2026 adjusted EBITDA guidance to $1.5 million to $2.0 million and kept its net sales outlook at $55 million to $57 million, while its board began a formal strategic review of the Casino and Gaming business with BofA Securities as financial advisor and no set timetable. The filing also discloses a severance agreement with CFO Troy W. Ingianni.
Net sales were $13.9 million versus $13.8 million a year earlier; Casino and Gaming sales fell 4% to $7.3 million, including a $1.0 million reduction from tariff surcharge refunds.
Net loss was $50 thousand, or $0.00 per diluted share, versus a $143 thousand loss, or $(0.01) per share, in Q2 2025; adjusted EBITDA was $514 thousand versus $478 thousand.
2026 guidance: net sales of $55 million to $57 million (reiterated); adjusted EBITDA of $1.5 million to $2.0 million (raised).
The board launched a formal strategic review of Casino and Gaming with BofA Securities, with no timetable or assurance of a transaction; a CFO severance agreement dated August 10, 2026 was also filed.
CAVA Group reported fiscal second quarter 2026 results for the quarter ended July 12, 2026, with CAVA Revenue up 31.3% to $365.4 million and net income up 25.3% to $23.0 million. The company reaffirmed its full-year 2026 guidance, and restaurant-level profit margin fell 60 basis points to 25.7%.
CAVA Revenue of $365.4 million vs. $278.2 million a year earlier; Same Restaurant Sales rose 9.0%, including guest traffic growth of 5.3%
Net income of $23.0 million vs. $18.4 million; diluted EPS of $0.19 vs. $0.16 in the prior-year quarter
Adjusted EBITDA of $54.7 million, up 30.0%; CAVA Restaurant-Level Profit Margin was 25.7%, down from 26.3%
Full-year 2026 guidance reaffirmed, including Adjusted EBITDA of $181.0 million to $191.0 million
Silicon Labs reported second-quarter 2026 revenue of $228 million, up 18% from a year earlier, and its GAAP net loss narrowed to $10.6 million from $21.8 million. Non-GAAP diluted earnings per share were $0.71, and the company suspended forward-looking guidance because of its pending acquisition by Texas Instruments.
Revenue was $228 million, up 18% year-over-year; Industrial & Commercial revenue was $135 million and Home & Life revenue was $93 million.
GAAP diluted loss per share was $(0.32), compared with $(0.67) a year earlier; GAAP operating loss was $11 million.
Non-GAAP diluted earnings per share were $0.71, up 545% year-over-year; GAAP gross margin was 61.6%.
Silicon Labs has suspended forward-looking guidance due to the announced pending acquisition by Texas Instruments.
Trulieve Cannabis Corp. completed its domestication from British Columbia to Delaware, and its British Columbia shares were automatically exchanged one-for-one into Delaware common stock. Shareholder rights are now governed by a new Delaware certificate of incorporation, bylaws and the Delaware General Corporation Law, which differ in certain respects from the prior British Columbia documents and law.
Each BC Subordinate Voting Share was exchanged for one Class A subordinate voting common share, and each BC Multiple Voting Share for one Class B multiple voting common share, par value $0.0001.
Outstanding stock options, RSUs and PSUs were converted into equivalent awards under the Third Amended and Restated Trulieve Cannabis Corp. 2021 Omnibus Incentive Plan.
The company adopted a new Certificate of Incorporation and Bylaws, and entered into or will enter into indemnification agreements with its executive officers and directors.
The share issuance relied on the Section 3(a)(10) exemption from Securities Act registration.
Mobia Medical reported second-quarter 2026 revenue of $13.5 million, up 102% from a year earlier, and gave full-year 2026 revenue guidance of $54.0 million to $56.0 million. Operating expenses rose 83% to $29.2 million, and the net loss widened to $21.0 million from $10.5 million, so revenue growth came with a larger loss for shareholders.
Q2 2026 revenue $13.5 million vs. $6.7 million in Q2 2025; gross margin 83.2% vs. 82.3%
Net loss $21.0 million vs. $10.5 million a year earlier; loss per share $1.10 vs. $12.44, reflecting more weighted-average shares after the IPO
Full-year 2026 revenue outlook $54.0 million to $56.0 million, growth of 69% to 75%
Cash and cash equivalents $177.1 million at June 30, 2026, including about $134.0 million net IPO proceeds
National CineMedia reported fiscal second quarter 2026 revenue of $58.4 million, up 12.7%, while its operating loss widened and its net loss narrowed to $9.9 million. The company also agreed on August 10, 2026 to acquire Captivate Holdings for an enterprise value of $275.0 million, paused its quarterly dividend, and gave no forward outlook, which matters to shareholders because it adds significant debt and removes near-term guidance.
Q2 revenue rose 12.7% to $58.4 million from $51.8 million; operating loss widened to $12.8 million from $12.0 million.
Net loss narrowed to $9.9 million, or $0.11 per diluted share, from $10.7 million, or $0.11 per diluted share, a year earlier.
Captivate acquisition: enterprise value of $275.0 million, funded by $275.0 million of new committed term debt; expected to close in the second half of 2026.
Quarterly dividend paused due to the proposed acquisition and expected leverage at closing; no forward outlook provided.
Cardiff Oncology reported a second-quarter 2026 net loss of $9.2 million, or $0.14 per share, down from $13.9 million, or $0.21 per share, a year earlier, as research and development spending fell. Royalty revenue slipped to $104,000 from $121,000, and cash, cash equivalents and short-term investments were $34.5 million at June 30, 2026, before a $10 million registered direct offering completed after quarter end. The company says its cash resources fund operations into the third quarter of 2027, and it plans to start a Phase 3 trial in the first quarter of 2027 subject to securing additional financing.
Q2 2026 net loss was $9.2 million ($0.14 per share) versus $13.9 million ($0.21 per share) in Q2 2025.
Royalty revenue was $104,000 versus $121,000; total operating expenses were $9.7 million versus $14.9 million.
Cash, cash equivalents and short-term investments were $34.5 million at June 30, 2026, excluding the $10 million offering completed after quarter end.
Cash resources are expected to fund operations into the third quarter of 2027; Phase 3 start planned for Q1 2027, subject to additional financing.
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