AI filing briefs · archive

8-K filings in August 2026, explained

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).

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DIODDIODES INC /DEL/ Aug 11, 7:38 PM ET

Diodes Q2 revenue rises 22% to $445.5 million; Q3 revenue guided to about $510 million

Positive earnings Written later 2.027.01

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.
Read the filing on SEC.gov ↗
RDVTRed Violet, Inc. Aug 11, 5:26 PM ET

Red Violet reports record Q2 2026 revenue of $26.7 million, up 23%

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
TLFTANDY LEATHER FACTORY INC Aug 11, 4:23 PM ET

Tandy Leather Factory swings to Q2 2026 profit of $0.4 million; revenue up 1.5%

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
ATROASTRONICS CORP Aug 11, 4:20 PM ET

Astronics raises 2026 revenue guidance to $1.02 billion-$1.04 billion after record Q2 sales

Positive guidance Written later 2.02

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.
Read the filing on SEC.gov ↗

Kentucky First Federal Bancorp quarterly net income rises to $680,000 from $176,000

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗

American Integrity Q2 net income rises 24% to $34.1 million; EPS $1.74

Positive earnings Written later 2.027.01

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
Read the filing on SEC.gov ↗
QUIKQUICKLOGIC Corp Aug 11, 4:16 PM ET

QuickLogic revenue rises 48.7% to $5.5 million; GAAP net loss narrows

Positive earnings Written later 2.027.01

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.
Read the filing on SEC.gov ↗
OWLTOwlet, Inc. Aug 11, 4:16 PM ET

Owlet Q2 revenue rises 29.9% to $33.9 million; net loss narrows to $0.6 million

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
SCWO374Water Inc. Aug 11, 4:16 PM ET

374Water Preliminary Q2 Revenue Tops $2.2M, Up From $0.6M a Year Earlier

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
TACTTRANSACT TECHNOLOGIES INC Aug 11, 4:15 PM ET

TransAct Q2 sales rise 1% to $13.9 million; Casino and Gaming review begins

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
CAVACAVA GROUP, INC. Aug 11, 4:15 PM ET

CAVA Q2 revenue rises 31.3% to $365.4 million; net income up 25.3%

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗
SLABSILICON LABORATORIES INC. Aug 11, 4:14 PM ET

Silicon Labs Q2 revenue rises 18% to $228 million; GAAP loss narrows

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
PLRXPLIANT THERAPEUTICS, INC. Aug 11, 4:10 PM ET

Pliant Therapeutics Q2 net loss narrows to $22.4 million from $43.3 million

Positive earnings Written later 2.02

Pliant Therapeutics reported a second quarter 2026 net loss of $22.4 million, down from $43.3 million a year earlier, as operating expenses fell after the 2025 end of bexotegrast development in IPF and lower headcount. The company ended the quarter with $159.6 million in cash, cash equivalents and short-term investments and said that amount should fund operations into the second half of 2028. The filing did not include revenue or guidance figures.

  • Net loss was $22.4 million, or $0.36 per share, versus $43.3 million, or $0.71 per share, in the second quarter of 2025.
  • Research and development expenses were $16.7 million, down from $32.2 million; general and administrative expenses were $7.1 million, down from $13.4 million.
  • Cash, cash equivalents and short-term investments totaled $159.6 million as of June 30, 2026, which the company expects to fund operations into the second half of 2028.
  • Flavia Borellini, Ph.D. and Robert Iannone, M.D., M.S.C.E. were appointed to the board; interim data from the FORTIFY trial is expected in 2027.
Read the filing on SEC.gov ↗
HRBH&R BLOCK INC Aug 11, 4:10 PM ET

H&R Block FY2026 revenue rises 4.9% to $3.95 billion; quarterly dividend raised 10%

Positive earnings Written later 2.027.01

H&R Block reported fiscal 2026 results for the year ended June 30, 2026, with revenue of $3.95 billion, up 4.9%, and GAAP earnings per share from continuing operations of $5.69, up 28.7%. The GAAP figure includes a one-time $0.65 per share tax benefit tied to an IRS examination resolution, while adjusted earnings per share rose 13.9% to $5.31. The board raised the quarterly dividend 10% to $0.46 per share and set fiscal 2027 adjusted diluted EPS guidance of $6.04 to $6.24.

  • Revenue of $3.95 billion rose $184.4 million, or 4.9%; operating expenses of $3.0 billion rose 3.6%.
  • Net income from continuing operations was $736.3 million, up 20.8%; the $84.1 million one-time tax benefit added $0.65 to EPS.
  • Quarterly dividend increased 10% to $0.46 per share, payable October 6, 2026, to holders of record as of September 3, 2026.
  • Fiscal 2027 outlook: revenue of $4.11 to $4.16 billion and adjusted diluted EPS of $6.04 to $6.24.
Read the filing on SEC.gov ↗
GRWGGrowGeneration Corp. Aug 11, 4:08 PM ET

GrowGeneration Q2 sales rise 5.5%, net loss narrows; raises adjusted EBITDA outlook

Positive earnings Written later 7.01

GrowGeneration reported second-quarter 2026 net sales of $43.2 million, up 5.5% from a year earlier, and a GAAP net loss of $2.0 million, down from $4.8 million. The company reaffirmed its full-year 2026 net revenue range of $162 million to $168 million and raised its full-year Adjusted EBITDA outlook to $2 million to $3 million. For shareholders, sales and profit both improved, and the company's Adjusted EBITDA outlook is now higher.

  • Q2 2026 net sales were $43.2 million, up from $41.0 million in Q2 2025; the company said this was its third straight quarter of year-over-year revenue growth
  • GAAP net loss narrowed to $2.0 million from $4.8 million; Adjusted EBITDA was a gain of $0.3 million versus a loss of $1.3 million a year earlier
  • Full-year 2026 net revenue guidance of $162 million to $168 million was reaffirmed; Adjusted EBITDA guidance is $2 million to $3 million
  • Third-quarter 2026 net sales are expected to be $44 million to $46 million; cash and marketable securities were $41.0 million at June 30, 2026, with no debt
Read the filing on SEC.gov ↗

Evolv raises 2026 revenue outlook to $180 million-$185 million after 34% Q2 sales growth

Positive guidance Written later 2.02

Evolv Technologies reported second-quarter 2026 revenue of $43.8 million, up 34% from a year earlier, and a net loss of $9.3 million, down from $40.5 million in the same quarter of 2025. The company raised its 2026 total revenue forecast to $180 million to $185 million, from $175 million to $180 million, which signals stronger expected sales for shareholders.

  • Q2 2026 revenue was $43.8 million, up 34% from $32.5 million in Q2 2025.
  • Ending annual recurring revenue was $132.7 million at June 30, 2026, up 20% year over year.
  • Q2 2026 net loss was $9.3 million, or $(0.05) per share, versus $40.5 million, or $(0.25) per share, a year earlier.
  • 2026 revenue outlook was raised to $180 million-$185 million; year-end ARR outlook is $148 million-$150 million.
Read the filing on SEC.gov ↗
NPCENeuroPace Inc Aug 11, 4:07 PM ET

NeuroPace raises 2026 revenue guidance to $99.5 million to $101.5 million

Positive guidance Written later 2.02

NeuroPace reported second quarter 2026 revenue of $22.8 million, up 17% from $19.5 million a year earlier, and its net loss narrowed to $6.2 million from $10.0 million. The company raised its full-year 2026 total revenue guidance and its Adjusted EBITDA loss outlook, which may matter to shareholders because it signals stronger expected sales and a smaller expected loss for the year.

  • Q2 2026 total revenue was $22.8 million, up 17% from $19.5 million in Q2 2025; RNS System revenue rose 21.3% to $22.5 million.
  • Q2 2026 net loss was $6.2 million, compared with $10.0 million in Q2 2025 (continuing operations).
  • Full-year 2026 total revenue guidance was raised to $99.5 million to $101.5 million from $99 million to $101 million.
  • Full-year 2026 Adjusted EBITDA guidance was raised to a loss of $7.5 million to $8.5 million from a loss of $8.5 million to $9.5 million.
Read the filing on SEC.gov ↗
NRGVEnergy Vault Holdings, Inc. Aug 11, 4:07 PM ET

Energy Vault raises 2026 revenue guidance to $270-310 million; Q2 revenue up 104%

Positive guidance Written later 2.02

Energy Vault reported second-quarter 2026 revenue of $17.4 million, up 104% from a year earlier, and a GAAP net loss of $29.7 million, narrower than the $34.9 million loss in the prior-year quarter. The company raised its full-year 2026 revenue guidance to $270-310 million from $225-300 million and narrowed its GAAP gross margin guidance to 20-25% from 15-25%, which points to a stronger outlook for shareholders, though the company still reports losses and its adjusted EBITDA loss widened.

  • Q2 2026 revenue was $17.4 million, up from $8.5 million in Q2 2025, and GAAP gross margin was 31.0% versus 29.6%.
  • GAAP net loss was $29.7 million, or $(0.17) per share, compared with $34.9 million, or $(0.22) per share, a year earlier; adjusted EBITDA loss was $17.0 million versus $13.6 million.
  • Backlog reached about $2 billion as of August 10, 2026, up about 107% year over year, including a 1.25 GW contract expected to generate $500-600 million of revenue in the second half of 2026 and 2027.
  • Cash and cash equivalents, including restricted cash, were $148 million as of June 30, 2026; the company targets $160-200 million in total cash at year-end 2026.
Read the filing on SEC.gov ↗
BRCBBlack Rock Coffee Bar, Inc. Aug 11, 4:07 PM ET

Black Rock Coffee Bar Q2 revenue rises 25% to $63.0 million; net income $3.2 million

Positive earnings Written later 2.02

Black Rock Coffee Bar reported second-quarter 2026 results, with total revenue up 25.0% to $63.0 million and net income of $3.2 million, compared with a net loss of $1.1 million a year earlier. The company also updated its full-year 2026 guidance, now calling for total revenue of $255 million to $257 million and adjusted EBITDA of $34 million to $35 million. Adjusted EBITDA grew 17.2% to $9.4 million, but its margin declined to 15.0% from 16.0%.

  • Q2 2026 total revenue was $63.0 million, up 25.0% from $50.4 million; same store sales grew 4.2%.
  • Net income was $3.2 million versus a net loss of $1.1 million in Q2 2025; adjusted EBITDA was $9.4 million, up 17.2%.
  • Updated 2026 guidance: 38 new store openings, total revenue of $255 million to $257 million, adjusted EBITDA of $34 million to $35 million, and capital expenditures of $42 million to $43 million.
  • As of June 30, 2026, cash and cash equivalents were $16.0 million and total debt was $30.6 million.
Read the filing on SEC.gov ↗
SMCISuper Micro Computer, Inc. Aug 11, 4:06 PM ET

Supermicro Q4 net sales rise to $11.1 billion; net income $1.18 billion

Positive earnings Written later 2.02

Supermicro reported unaudited results for the fourth quarter and full fiscal year ended June 30, 2026, with Q4 net sales of $11.1 billion, up from $5.8 billion a year earlier, and Q4 net income of $1,178 million, up from $195 million. The company guided first-quarter fiscal 2027 net sales to $14.5 billion to $15.5 billion and full-year fiscal 2027 net sales to $65.0 billion to $72.0 billion, but the figures are preliminary and unaudited, and a Board review of export-control issues could affect the forecasts and prior-period results.

  • Q4 fiscal 2026 net sales were $11.1 billion versus $5.8 billion in Q4 fiscal 2025; diluted EPS was $1.62 versus $0.31.
  • Fiscal 2026 net sales were $39.1 billion versus $22.0 billion; diluted EPS was $3.26 versus $1.68.
  • Outlook: Q1 fiscal 2027 net sales of $14.5 billion to $15.5 billion and GAAP diluted EPS of $0.89 to $0.98; fiscal 2027 net sales of $65.0 billion to $72.0 billion.
  • The financial results are preliminary and unaudited, and the Board's independent review of export-control matters could affect forecasts and prior period results.
Read the filing on SEC.gov ↗
KYTXKyverna Therapeutics, Inc. Aug 11, 4:04 PM ET

Kyverna Therapeutics Q2 net loss narrows to $38.3 million; FDA grants RMAT for miv-cel

Positive earnings Written later 2.02

Kyverna Therapeutics reported a second-quarter 2026 net loss of $38.3 million, or $0.63 per share, compared with a net loss of $42.1 million, or $0.97 per share, in the same quarter of 2025. The company had $199.4 million in cash, cash equivalents, and marketable securities at June 30, 2026, and reiterated that its operating runway extends into 2028.

  • Q2 2026 net loss of $38.3 million, or $0.63 per share, versus $42.1 million, or $0.97 per share, in Q2 2025
  • R&D expenses were $24.8 million and G&A expenses were $14.8 million in the quarter
  • Cash, cash equivalents, and marketable securities of $199.4 million at June 30, 2026; runway into 2028
  • FDA granted RMAT designation for miv-cel in non-active secondary progressive multiple sclerosis; rolling BLA for stiff person syndrome expected to be completed in Q4 2026
Read the filing on SEC.gov ↗
BRK-BBERKSHIRE HATHAWAY INC Aug 11, 3:52 PM ET

Berkshire Hathaway Q2 net earnings more than double to $25.7 billion

Positive earnings Written later 2.02

Berkshire Hathaway reported second-quarter 2026 net earnings attributable to shareholders of $25.7 billion, up from $12.4 billion a year earlier, and operating earnings of $13.0 billion, up from $11.2 billion. Much of the increase reflects investment gains of $12.7 billion, which the company says are largely driven by changes in unrealized gains on equity holdings and are not indicative of quarterly business performance.

  • Q2 2026 net earnings $25.7 billion vs. $12.4 billion in Q2 2025; first six months $35.8 billion vs. $17.0 billion
  • Q2 2026 operating earnings $13.0 billion vs. $11.2 billion; manufacturing, service and retailing $4.5 billion vs. $3.6 billion
  • Net earnings per average equivalent Class A share $17,868 in Q2 2026 vs. $8,601 in Q2 2025
  • Treasury share purchases of about $4.5 billion in Q2 2026 and about $4.8 billion for the six months; insurance float about $177.5 billion at June 30, 2026
Read the filing on SEC.gov ↗
NHCNATIONAL HEALTHCARE CORP Aug 11, 2:38 PM ET

NHC Q2 2026 revenue rises 8.8% to $408.0 million; GAAP diluted EPS $2.54

Positive earnings Written later 2.02

National HealthCare Corporation reported net operating revenues of $408.0 million for the quarter ended June 30, 2026, up 8.8% from $374.9 million a year earlier, mainly due to the June 1, 2026 acquisition of five skilled nursing facilities. GAAP net income attributable to NHC rose to $40.3 million, or $2.54 per diluted share, from $23.7 million, or $1.52, while adjusted diluted EPS was $1.74 compared with $1.65.

  • Net operating revenues were $408.0 million for Q2 2026 versus $374.9 million for Q2 2025, an 8.8% increase.
  • GAAP net income attributable to NHC was $40.3 million ($2.54 per diluted share) versus $23.7 million ($1.52) a year earlier.
  • Adjusted net income was $27.6 million versus $25.7 million, a 7.2% increase; the adjusted figure excludes $18.3 million of national management fee revenue from prior periods.
  • The five acquired skilled nursing facilities have 639 licensed beds in Tennessee and South Carolina.
Read the filing on SEC.gov ↗
TONXTON Strategy Co Aug 11, 8:15 AM ET

TON Strategy Q2 revenue rises to $15.0 million; net income $76.8 million on Gram gain

Positive earnings Written later 2.02

TON Strategy reported second-quarter 2026 revenue of $15.0 million, up from $3.0 million in the first quarter, driven by Gram staking rewards after the TON Catchain 2.0 upgrade. Net income attributable to the company was $76.8 million, largely due to an $82.8 million noncash gain from changes in the fair value of its Gram holdings, and the company also recorded a $5.5 million noncash stock compensation charge and about $2.9 million of noncash Kingsway advisory-agreement expense. Shareholders see higher revenue and operating income, but the profit figure depends heavily on Gram's market price, and cash and restricted cash fell to $29.0 million.

  • Total revenue was $15.0 million in Q2 2026 versus $3.0 million in Q1 2026.
  • Net income attributable to TON Strategy was $76.8 million, including an $82.8 million net gain from Gram fair value changes.
  • Operating income from continuing operations was $0.5 million, compared with an operating loss of $3.7 million in Q1 2026, despite a $5.5 million noncash charge and about $2.9 million of Kingsway-related noncash expense.
  • Held about 230.5 million Gram at June 30, 2026; cash and restricted cash was $29.0 million and the company had no debt.
Read the filing on SEC.gov ↗
TOVXTheriva Biologics, Inc. Aug 11, 8:10 AM ET

Theriva Biologics narrows Q2 2026 net loss to $3.2 million from $13.1 million

Positive earnings Written later 2.02

Theriva Biologics reported a second-quarter 2026 net loss of $3.2 million, or $0.07 per share, compared with $13.1 million, or $1.93 per share, a year earlier. The company reported no license revenue in the quarter, and the drop in losses came mainly from lower general and administrative expenses. Cash and cash equivalents were $11.3 million at June 30, 2026, and the company said that cash runway extends into Q1 2027.

  • Q2 2026 net loss was $3.2 million, versus $13.1 million in Q2 2025; loss per share was $0.07, versus $1.93
  • General and administrative expenses fell 82% to $2.0 million, mainly because of a $9.2 million contingent consideration charge in the prior-year quarter
  • Research and development expenses fell 35% to $1.3 million
  • Cash and cash equivalents were $11.3 million at June 30, 2026, down $1.7 million from December 31, 2025, with runway into Q1 2027
Read the filing on SEC.gov ↗
MREOMereo BioPharma Group plc Aug 11, 8:07 AM ET

Mereo signs alvelestat U.S. option and license deal with Sentynl Therapeutics

Positive product/contract Written later 1.017.01

Mereo BioPharma entered into an Option and License Agreement with Sentynl Therapeutics on August 11, 2026, covering U.S. commercial rights and global manufacturing rights to alvelestat for alpha-1 antitrypsin deficiency-associated lung disease (AATD-LD). Mereo keeps rest-of-world rights and will lead the global Phase 3 study, with the companies refining the study design during the option period. For shareholders, the deal provides for a non-refundable option fee and, on option exercise, $40 million in upfront and R&D payments plus up to $435 million in potential milestones and double-digit tiered royalties on U.S. sales, though these payments depend on Sentynl exercising the option.

  • Sentynl gets the option to license U.S. commercialization of alvelestat; Mereo keeps rest-of-world rights and leads global Phase 3 development
  • On option exercise, Mereo is eligible to receive $40 million in upfront and R&D payments
  • Mereo is also eligible for up to $435 million in potential milestones and double-digit tiered royalties on U.S. sales
  • The agreement is dated August 11, 2026; the full agreement is expected to be filed with the 10-Q for the quarter ending September 30, 2026
Read the filing on SEC.gov ↗
BSINBIG SKY INDUSTRIAL INC. Aug 11, 8:01 AM ET

Big Sky Industrial Q2 revenue rises to $2.1 million; net loss narrows to $2.3 million

Positive earnings Written later 2.02

Big Sky Industrial reported second quarter 2026 results with revenue of $2.1 million, up from $2.0 million a year earlier, and a net loss of $2.3 million, or $0.04 per diluted share, compared with $6.1 million, or $0.19 per share, in the second quarter of 2025. The company said oil and gas production fell after asset divestitures, and it reported that Phase 1 construction of its Big Sky Carbon Hub is advancing toward targeted first revenue in the first quarter of 2027.

  • Q2 2026 revenue was $2.1 million versus $2.0 million in Q2 2025; six-month revenue was $3.7 million versus $4.2 million.
  • Net loss was $2.3 million ($0.04 per diluted share) versus $6.1 million ($0.19) a year earlier, which included a $2.8 million impairment.
  • Production was 33,747 BOE versus 48,816 BOE, driven by strategic divestitures and natural declines.
  • Cash was $6.0 million at June 30, 2026; after a $4.0 million credit facility draw, cash was $4.9 million and total liquidity was $16.4 million as of August 4, 2026.
Read the filing on SEC.gov ↗
PRLDPrelude Therapeutics Inc Aug 11, 8:00 AM ET

Prelude Therapeutics Q2 net loss narrows to $13.9 million; cash runway into 2028

Positive earnings Written later 2.02

Prelude Therapeutics reported results for the three months ended June 30, 2026, with a net loss of $13.9 million, or $0.14 per share, down from $31.2 million, or $0.41 per share, a year earlier. The company recorded $5.7 million of revenue, compared with none in the prior-year period, and cash, cash equivalents, restricted cash and marketable securities totaled $155.2 million, which it expects to fund operations into the second quarter of 2028.

  • Net loss was $13.9 million, or $0.14 per share, versus $31.2 million, or $0.41 per share, in Q2 2025.
  • Revenue was $5.7 million, compared with none in the prior-year quarter.
  • R&D expense fell to $16.1 million from $25.8 million, and G&A expense fell to $5.0 million from $6.4 million.
  • The company expects to start the Phase 1 study of PRT13722 in HR+ breast cancer in the fourth quarter of 2026, pending IND clearance.
Read the filing on SEC.gov ↗
AUTLAutolus Therapeutics plc Aug 11, 7:33 AM ET

Autolus Q2 AUCATZYL sales hit $45.7 million; 2026 revenue guidance raised

Positive earnings Written later 2.027.01

Autolus reported second-quarter 2026 AUCATZYL net product revenue of $45.7 million, up from $20.9 million a year earlier, and raised its full-year 2026 AUCATZYL revenue guidance to $140 million to $150 million from $120 million to $135 million. Net loss narrowed to $39.1 million from $47.9 million, and the company said its cash runway now extends into Q2 2028 after a credit facility draw.

  • Q2 2026 net product revenue was $45.7 million, versus $20.9 million in Q2 2025 and $26.2 million in Q1 2026.
  • Gross margin was 55% in Q2 2026, up from 6% in Q1 2026 and negative in all 2025 quarters.
  • Net loss was $39.1 million, or $(0.15) per share, compared with $47.9 million, or $(0.18) per share, a year earlier.
  • Cash, cash equivalents and marketable securities were $201.6 million at June 30, 2026, versus $229.4 million at March 31, 2026.
Read the filing on SEC.gov ↗
AMBQAmbiq Micro, Inc. Aug 11, 7:31 AM ET

Ambiq Q2 sales up 90% to $33.9 million; Q3 outlook $36.0 million to $37.0 million

Positive earnings Written later 2.02

Ambiq reported second-quarter 2026 net sales of $33.9 million, up 89.7% from a year earlier, and its GAAP net loss narrowed to $7.1 million from $8.5 million. The company expects third-quarter net sales of $36.0 million to $37.0 million, with growth partially constrained by industry-wide supply availability. A June public offering raised approximately $168 million in net proceeds, adding to the company's capital base.

  • Q2 2026 net sales of $33.9 million, up 89.7% from $17.9 million in Q2 2025
  • GAAP net loss of $7.1 million, compared with $8.5 million a year earlier; GAAP gross margin of 45.0%
  • Q3 2026 guidance: net sales of $36.0 million to $37.0 million; non-GAAP net loss per share of ($0.20) to ($0.12)
  • Completed an upsized public offering in June 2026, raising approximately $168 million in net proceeds
Read the filing on SEC.gov ↗
CCCCC4 Therapeutics, Inc. Aug 11, 7:14 AM ET

C4 Therapeutics narrows Q2 net loss to $23.6 million from $26.0 million

Positive earnings Written later 2.02

C4 Therapeutics reported second-quarter 2026 revenue of $6.6 million, up slightly from $6.5 million a year earlier, and a net loss of $23.6 million, down from $26.0 million. Lower research and development and general and administrative expenses drove the smaller loss, and the company said its cash will fund operations to the end of 2028. Per-share loss fell to $0.18 from $0.37, but the weighted-average share count rose to about 130.7 million from 71.0 million.

  • Q2 2026 revenue was $6.6 million, versus $6.5 million in Q2 2025, helped by the new Roche collaboration.
  • R&D expense fell to $24.5 million from $26.2 million; G&A expense fell to $8.6 million from $8.8 million.
  • Net loss per share was $0.18, compared with $0.37; weighted-average shares rose to 130,696,742 from 71,005,743.
  • Cash, cash equivalents and marketable securities were $300.4 million at June 30, 2026, which the company expects to fund operations to the end of 2028.
Read the filing on SEC.gov ↗
MASS908 Devices Inc. Aug 11, 7:05 AM ET

908 Devices Q2 revenue rises 23% to $16.1 million; raises low end of 2026 outlook

Positive earnings Written later 2.02

908 Devices reported second-quarter 2026 revenue of $16.1 million, up 23% from a year earlier, and narrowed its net loss from continuing operations to $11.9 million from $12.9 million. The company raised the low end of its full-year 2026 revenue guidance to $68.0 million to $70.0 million, which represents 21% to 25% growth over 2025 revenue. Cash, cash equivalents and marketable securities were $101.5 million at June 30, 2026, with no debt outstanding.

  • Q2 2026 revenue was $16.1 million, up 23% year over year; recurring revenue was $4.9 million, or 31% of total revenue.
  • Adjusted EBITDA loss narrowed to $1.9 million from $3.9 million a year earlier.
  • 2026 revenue guidance now $68.0 million to $70.0 million, up from $67.0 million to $70.0 million at the low end.
  • Cash position of $101.5 million at June 30, 2026, with no debt outstanding.
Read the filing on SEC.gov ↗
VSTSVestis Corp Aug 11, 7:04 AM ET

Vestis Q3 profit rises to $11.0 million as company raises free cash flow outlook

Positive earnings Written later 2.02

Vestis reported fiscal third-quarter 2026 revenue of $661.7 million, down 1.8% from the prior year, while net income rose to $11.0 million, or $0.08 per diluted share, from a net loss of $0.7 million. The company raised its fiscal 2026 free cash flow outlook to $160.0 million to $170.0 million, which shareholders can weigh against the unchanged revenue outlook of flat to down 2%.

  • Q3 revenue was $661.7 million, down $12.1 million or 1.8% from $673.8 million; pounds processed fell 4.5%.
  • Q3 net income was $11.0 million, or $0.08 per diluted share, versus a net loss of $0.7 million a year earlier; Adjusted EBITDA was $80.9 million versus $64.0 million.
  • Fiscal 2026 free cash flow outlook raised to $160.0 million to $170.0 million from $120.0 million to $150.0 million; Adjusted EBITDA outlook of $310.0 million to $315.0 million, midpoint up $2.5 million to $312.5 million.
  • Available liquidity was $351.8 million at July 3, 2026, after the company repaid $30.0 million of debt in the quarter.
Read the filing on SEC.gov ↗
BWENBROADWIND, INC. Aug 11, 7:00 AM ET

Broadwind Q2 revenue rises 67% to $24.3 million; continuing loss narrows

Positive earnings Written later 2.027.01

Broadwind reported second quarter 2026 revenue of $24.3 million, up 67% from a year earlier, and a loss from continuing operations of $0.7 million ($0.03 per share), down from $3.0 million ($0.13 per share). The results follow the company's exit from wind fabrications through the sale of its Abilene, Texas facility for up to $19.5 million, which the company says is a strategic move toward precision manufacturing.

  • Revenue of $24.3 million versus $14.5 million in Q2 2025; total orders of $35.2 million, up 68%
  • Loss from continuing operations of $0.7 million ($0.03 per share) versus $3.0 million ($0.13 per share) a year earlier
  • Non-GAAP Adjusted EBITDA of $1.6 million versus a loss of $1.1 million in Q2 2025
  • Abilene, Texas facility sold to IES Infrastructure for up to $19.5 million under an agreement dated April 30, 2026; liquidity at June 30, 2026 was $40.1 million
Read the filing on SEC.gov ↗
CAHCARDINAL HEALTH INC Aug 11, 6:47 AM ET

Cardinal Health Q4 GAAP EPS up 70% to $1.70; guides FY27 non-GAAP EPS to $12.40-$12.60

Positive earnings Written later 2.027.01

Cardinal Health reported fourth-quarter and fiscal 2026 results on August 11, 2026, with revenue up 6% in the quarter and 14% for the year. Quarterly GAAP diluted EPS rose 70% to $1.70, including a one-time $0.31 benefit from IEEPA tariff refunds; excluding that benefit, non-GAAP EPS rose 25% to $2.60. The company guided fiscal 2027 non-GAAP EPS to $12.40 to $12.60, 13% to 15% growth, and the board approved a $5.0 billion increase to its share repurchase program.

  • Fourth-quarter revenue rose 6% to $63.7 billion; GAAP operating earnings rose 70% to $729 million.
  • Fiscal 2026 revenue was $254.2 billion, up 14%; GAAP diluted EPS was $7.23 and non-GAAP diluted EPS was $11.26.
  • Fiscal 2027 guidance: non-GAAP diluted EPS of $12.40 to $12.60, with share repurchases of about $1 billion.
  • Board approved a $5.0 billion repurchase increase, bringing total authorization to $6.4 billion; quarterly dividend of $0.5158 per share is payable October 15, 2026.
Read the filing on SEC.gov ↗
ARMKAramark Aug 11, 6:34 AM ET

Aramark raises fiscal 2026 organic revenue outlook as Q3 GAAP EPS rises 34%

Positive guidance Written later 2.02

Aramark reported third-quarter fiscal 2026 revenue of $5.1 billion, up 9% from a year earlier, with GAAP diluted EPS of $0.36, up 34%. The company raised its full-year organic revenue growth outlook to +9% to +10% and reaffirmed its adjusted operating income and adjusted EPS outlooks; the filing says a calendar shift from a 53rd week in the prior year reduced reported growth by an estimated 2%.

  • Q3 revenue rose 9% to $5.1 billion; organic revenue also rose 9%
  • GAAP diluted EPS was $0.36 versus $0.27 a year earlier; adjusted EPS was $0.52, up 29%
  • Full-year organic revenue growth outlook raised to +9% to +10%, from a prior high-end range of +7% to +9%
  • Adjusted operating income growth outlook of +12% to +17% and adjusted EPS growth outlook of +20% to +25% were reaffirmed
Read the filing on SEC.gov ↗

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.

Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.