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).
BioStem Technologies reported second quarter 2026 results on August 12, 2026, with net revenue of $7.9 million, up 29% from $6.1 million in the first quarter but down from $11.0 million in the second quarter of 2025. The company raised its full-year 2026 revenue guidance to $26 million to $29 million, but posted a GAAP net loss of $9.0 million, or $0.52 per share, and cash and cash equivalents fell to $7.0 million at June 30, 2026.
Net revenue of $7.9 million, up 29% from $6.1 million in Q1 2026 and down from $11.0 million in Q2 2025
GAAP net loss of $9.0 million, or $0.52 per share, versus net income of $10,613 in Q2 2025; gross margin 61% versus 94% a year earlier
Full-year 2026 revenue guidance raised to $26 million to $29 million from $25 million to $29 million
Cash and cash equivalents of $7.0 million at June 30, 2026, compared with $13.7 million at the end of Q1 2026
Santander Holdings USA reported second-quarter 2026 net income of $585 million, up 41.2% from the prior quarter and 17.5% from a year earlier, in a fixed income investor presentation furnished under Items 2.02 and 7.01. The filing also said the Federal Reserve approved the acquisition of Webster Financial Corporation on August 4, 2026, and that the deal is now expected to close on August 20, 2026.
Q2 2026 net income of $585 million, up 41.2% from Q1 2026 and up 17.5% from Q2 2025
Net interest income of $1.5 billion, up 1.7% from Q1 2026 and up 2.7% from Q2 2025
Federal Reserve approved the Webster Financial acquisition on August 4, 2026; closing expected August 20, 2026
CET1 ratio of 13.7% at June 30, 2026, up from 13.0% in Q1 2026
CuriosityStream reported second-quarter 2026 revenue of $23.2 million, up from $19.0 million a year earlier, with net income of $8.9 million compared with $0.8 million. The company raised its full-year 2026 revenue and adjusted EBITDA guidance and declared a $0.085 quarterly dividend, which matters to shareholders because it reflects higher reported profit and a higher outlook.
Q2 2026 revenue was $23.2 million, up 22% from $19.0 million in Q2 2025; licensing revenue was $14.1 million, up 48%.
Q2 2026 net income was $8.9 million, or $0.15 per diluted share, versus $0.8 million in Q2 2025; adjusted EBITDA was $11.4 million versus $3.0 million.
Full-year 2026 revenue guidance is $77 million to $82 million, and full-year adjusted EBITDA guidance is $18 million to $22 million.
Quarterly dividend of $0.085 per share is payable September 18, 2026, to holders of record on September 4, 2026.
Park Dental Partners reported second-quarter 2026 revenue up 5.1% to $66.2 million, but net income fell 47.5% to $1.3 million, or $0.22 per diluted share, from $2.6 million, or $1.45, a year earlier. The company also issued full-year 2026 outlook of $256.0 million to $260.0 million in revenue and $21.0 million to $23.0 million in Adjusted EBITDA, excluding the pending Village Family DSO acquisition.
Q2 2026 revenue rose 5.1% to $66.2 million; Adjusted EBITDA fell 1.7% to $7.4 million.
Q2 2026 diluted EPS was $0.22 versus $1.45 in Q2 2025; adjusted diluted EPS was $0.66 versus $1.88.
2026 outlook: revenue $256.0 million to $260.0 million; Adjusted EBITDA $21.0 million to $23.0 million, compared with 2025 actual revenue of $244.5 million and Adjusted EBITDA of $22.0 million.
Entered a definitive agreement to acquire Village Family DSO, expected to close later this year; the outlook does not include it.
StubHub reported second-quarter 2026 revenue of $573.1 million, up 33% from a year earlier, and net income of $14.6 million compared with a net loss of $53.8 million in the prior-year quarter. The company raised its full-year 2026 gross merchandise sales (GMS) outlook to $10.1 billion to $10.3 billion and reiterated its adjusted EBITDA outlook of $400 million to $420 million, which signals improved operating results for shareholders.
Revenue of $573.1 million, up 33% from $430.3 million; GMS of $3.1 billion, up 34%
Net income of $14.6 million versus a net loss of $53.8 million a year earlier; adjusted EBITDA of $105.7 million, up 94%
Full-year 2026 GMS outlook raised to $10.1 billion to $10.3 billion; adjusted EBITDA outlook of $400 million to $420 million reiterated
Free cash flow of $309.7 million versus $9.7 million; year-to-date debt reduction of $200.0 million
Fossil Group reported fiscal second-quarter 2026 net sales of $209.7 million, down 4.9% from $220.4 million a year earlier, and a net loss of $10.6 million, or $0.18 per diluted share, versus a $2.3 million loss, or $0.04 per share, in the prior-year quarter. The company also raised its full-year 2026 outlook, now calling for worldwide net sales to decline 3% to 5% and an adjusted operating margin of 4% to 6%, with positive free cash flow.
Gross margin rose 490 basis points to 62.4%, but operating expenses rose 7.9% to $127.6 million.
Operating income was $3.2 million, compared with $8.5 million in the second quarter of 2025; constant currency adjusted operating income was $8.6 million, compared with $4.3 million in the prior-year quarter.
Cash and cash equivalents were $79.0 million at July 4, 2026, and total debt was $203.0 million.
Full-year guidance: worldwide net sales down 3% to 5%, with a return to growth expected in the fourth quarter.
Centuri Holdings appointed Kelly Youngblood as Executive Vice President and Chief Financial Officer, replacing Gregory A. Izenstark, and Danielle Hunter as Executive Vice President, Chief Legal & Administrative Officer and Corporate Secretary, replacing Jason S. Wilcock, both effective August 12, 2026. The filing says the company expects to provide the departing officers with severance under their existing employment agreements, and it discloses Youngblood's pay package, which includes a $680,000 base salary.
Kelly Youngblood, CFO: base salary of $680,000, target annual bonus of 85% of base salary, and a restricted stock unit grant valued at $2,030,000
Youngblood severance if terminated without cause: lump sum of two times annual base salary, plus 24 months of subsidized COBRA premiums, outside a 24-month post-change-in-control window
Gregory A. Izenstark and Jason S. Wilcock are expected to sign severance agreements, each with a seven-day revocation period; the filing does not state the severance amounts
Centuri issued a press release on August 12, 2026 announcing the appointments (Exhibit 99.1)
Ryman Hospitality Properties sold 5,100,000 new shares of common stock at $117.00 per share under an August 10, 2026 underwriting agreement with BofA Securities and J.P. Morgan. The underwriters exercised in full their option to buy 765,000 more shares, and the offering closed on August 12, 2026. The company received net proceeds of approximately $658 million, and the new shares add to the number of shares shareholders hold in the company.
Base offering: 5,100,000 shares at $117.00 per share, before underwriting discounts and commissions
Underwriters exercised their 30-day option in full on August 11, 2026, for an additional 765,000 shares
Offering closed on August 12, 2026, with net proceeds of approximately $658 million after discounts and estimated expenses
Sold under a prospectus supplement and base prospectus dated August 10, 2026, tied to a Form S-3 shelf registration
Infleqtion reported second-quarter 2026 revenue of $12.6 million, up 116% year over year, and raised its full-year 2026 revenue outlook to approximately $43 million. The net loss widened to $25.5 million from $8.8 million a year earlier, and the company ended the quarter with $582 million in cash, cash equivalents, restricted cash and available-for-sale securities and no debt.
Q2 2026 revenue was $12.6 million, up 116% year over year; the company said growth was 100% organic and entirely from quantum
GAAP operating loss was $30.6 million, compared with $10.1 million in Q2 2025; non-GAAP operating loss was $17.0 million, compared with $7.3 million
2026 revenue outlook was raised to approximately $43 million, and the 30 logical qubit target was reiterated
Results included a $27.4 million temporary working-capital benefit from payroll taxes not yet remitted; the company expects to remit it in Q3
BitGo reported second-quarter 2026 revenue of $4.3 billion, up 79.6% from a year earlier, but swung to a net loss of $19.0 million from a net income of $38.3 million in Q2 2025. The same day, CFO Edward Reginelli said he will resign effective September 15, 2026, and the company has started a search for his successor.
Total revenue of $4.3 billion in Q2 2026, up 79.6% year-over-year and 14.7% sequentially, driven mainly by Digital Asset Sales
Net loss of $19.0 million, or $(0.16) per share, compared with net income of $38.3 million in Q2 2025, mainly due to an $18.8 million unrealized loss on digital assets
Adjusted EBITDA loss of $4.2 million; the company authorized a share repurchase program of up to $50 million
CFO Edward Reginelli to resign effective September 15, 2026, then serve in an advisory role during the transition
Resideo reported second quarter 2026 revenue of $1.98 billion, up 2% year over year, with net income of $97 million versus a net loss of $825 million a year earlier and diluted EPS of $0.51. The company also completed the spin-off of ADI Global Distribution on August 3, 2026, and named Shane Harrison Senior Vice President and Chief Financial Officer effective September 1, 2026.
Q2 2026 adjusted EPS was $0.83, up 26% from a year earlier, and adjusted EBITDA was $249 million, up 19%.
GAAP income from operations fell 26% to $131 million, with $31 million of business separation costs in the quarter.
Resideo initiated standalone outlook: third quarter 2026 revenue of $705 million to $730 million and full-year 2026 revenue of $2.90 billion to $2.95 billion.
AEVEX Corp. agreed on August 12, 2026 to acquire Maritime Applied Physics Corporation's parent-held BlackSea Technologies business in a deal with a $600 million enterprise value, plus up to $50 million in contingent consideration. The Company will pay mostly in cash and about 12.7 million newly issued Class A shares, which adds dilution for existing stockholders, and it expects BlackSea to generate $150 million in fiscal 2026 revenue.
Enterprise value of $600 million; up to $650 million including $50 million in performance-based contingent consideration tied to revenue and gross profit targets through December 31, 2027
Closing consideration includes about 12,727,273 Class A shares valued at $350 million ($27.50 per share) and cash, funded from cash on hand and existing credit facilities
Closing is expected in September 2026, subject to HSR antitrust clearance and NYSE listing approval; no stockholder vote is required
Company says BlackSea is expected to generate $150 million in FY 2026 revenue; issued shares are capped at 19.99% of outstanding stock and carry a 180-day transfer restriction
EnerSys reported first quarter fiscal 2027 net sales of $935.6 million, up 4.8% from a year earlier, and GAAP diluted EPS of $3.09 versus $1.46. Adjusted diluted EPS of $3.66 came in above the company's May 20 guidance range of $2.80 to $2.90. The Board also raised the quarterly dividend 10% to $0.2875 per share, and the company guided second quarter net sales to $955 million to $995 million.
Net sales of $935.6 million, up 4.8% from $893.0 million; GAAP diluted EPS of $3.09 versus $1.46.
Adjusted diluted EPS of $3.66, above the $2.80 to $2.90 guidance range; results include $30.9 million of tariff refunds.
Second quarter fiscal 2027 outlook: net sales of $955 million to $995 million and adjusted diluted EPS of $3.15 to $3.25.
Quarterly dividend raised 10% to $0.2875 per share, payable October 2, 2026, to holders of record as of September 18, 2026.
Atara reported a second-quarter 2026 net loss of $4.8 million, or $(0.32) per share, compared with net income of $2.4 million, or $0.20 per basic share, a year earlier. Revenue fell to $0.6 million from $17.6 million, mainly because deferred revenue was recognized in 2025 after development moved to Pierre Fabre. The company says it expects to fund operations into mid-2027, but cash stood at $9.9 million at June 30, 2026.
Commercialization revenue was $0.6 million for Q2 2026, down from $17.6 million in Q2 2025.
Net loss was $4.8 million, or $(0.32) per share, versus net income of $2.4 million in Q2 2025.
Cash, cash equivalents and short-term investments totaled $9.9 million at June 30, 2026, and are expected to fund planned operations into mid-2027.
Total costs and operating expenses fell to $5.4 million from $14.4 million a year earlier; a Type A meeting with the FDA on tabelecleucel was described as productive, with a regulatory update expected later in the quarter.
Coherent reported fourth-quarter fiscal 2026 revenue of $2.05 billion, up 34% from a year earlier, and GAAP diluted earnings of $1.19 per share, compared with a loss of $0.83 per share in the same quarter last year. The company also guided first-quarter fiscal 2027 revenue to $2.2 billion to $2.4 billion and non-GAAP EPS to $1.85 to $2.05.
Q4 fiscal 2026 revenue was $2.05 billion, up 34% year over year and up 13.3% from the prior quarter.
GAAP gross margin was 38.5%, up 277 basis points year over year; non-GAAP gross margin was 40.2%.
Q4 non-GAAP diluted EPS was $1.74, up $0.74 from $1.00 a year earlier.
Q1 fiscal 2027 guidance: revenue of $2.2 billion to $2.4 billion and non-GAAP EPS of $1.85 to $2.05.
Comscore reported second-quarter 2026 revenue of $79.2 million, down 11.3% from a year earlier, and a net loss of $14.8 million, up from $9.5 million. The company said it sold its Movies business for $70.0 million in cash and used proceeds to repay $40.1 million of senior secured debt, and it set full-year 2026 revenue guidance of $315 million to $325 million.
Q2 2026 revenue $79.2 million vs. $89.4 million in Q2 2025; Movies business contributed $6.2 million vs. $9.6 million
Net loss $14.8 million vs. $9.5 million; adjusted EBITDA $1.3 million vs. $8.9 million
Movies business sold for $70.0 million in cash, closed May 27, 2026; $40.1 million senior secured facility repaid in full
Full-year 2026 revenue outlook of $315 million to $325 million; company expects $20 million to $25 million in annual run-rate cost savings
Omeros reported second-quarter 2026 net product revenue of $28.5 million for YARTEMLEA, up from $9.9 million in the first quarter, and an operating gain of $0.1 million after a $17.4 million operating loss in the first quarter. GAAP net income fell to $13.2 million, or $0.18 per share, from $56.1 million in the first quarter, which included a larger $73.1 million non-cash gain. The company also completed July repurchases that cut its 2029 Notes principal to about $40.3 million and reduced potential conversion shares.
Net revenue of $28.5 million in Q2 2026 versus $9.9 million in Q1 2026; gross revenue was $32.2 million
Net income of $13.2 million ($0.18 per share) versus $56.1 million in Q1, with non-cash gains of $11.5 million in Q2 and $73.1 million in Q1
Non-GAAP adjusted net income of $1.8 million ($0.02 per share) in Q2 versus an adjusted net loss of $17.1 million in Q1
Cash and short-term investments of $132.0 million at June 30, 2026; 2029 Notes repurchases totaled $60.2 million in July 2026
Spero Therapeutics reported a second-quarter 2026 net loss of $9.6 million, or $0.16 per share, compared with a net loss of $1.7 million, or $0.03 per share, a year earlier. The company recognized no revenue in the quarter, versus $14.2 million in the second quarter of 2025, and said it expects cash plus the July 2026 royalty financing to fund operations into the second half of 2029.
Q2 2026 total revenue was zero, compared with $14.2 million in Q2 2025, as deferred and grant revenue had been fully recognized in prior periods.
Q2 2026 research and development expense was $3.4 million, down from $10.7 million; general and administrative expense rose to $6.5 million from $5.9 million.
Cash and cash equivalents were $50.8 million at June 30, 2026, before the $105 million royalty financing closed in July 2026.
Other events disclosed include the July 2026 exclusive license for SP001 from Innovent Biologics and the appointment of Debra Jeske Zack as Chief Medical Officer.
Harmonic reported preliminary unaudited Q2 2026 results for the quarter ended July 3, 2026, with Broadband net revenue of $133.5 million, up from $86.9 million a year earlier, and GAAP continuing-operations net income per share of $0.16 versus a $(0.01) loss. The company raised its full-year 2026 Broadband revenue outlook to $505 million-$525 million, but total company GAAP results were a loss of $(0.02) per share after a $19.4 million loss from discontinued operations tied to the Video business sale.
Q2 2026 Broadband net revenue was $133.5 million, up 54% from $86.9 million in Q2 2025; Rest-of-Market revenue grew 44%
GAAP net income per share from continuing operations was $0.16 in Q2 2026; total company GAAP net loss per share was $(0.02) including discontinued operations
2026 GAAP revenue guidance raised to $505 million-$525 million; Q3 2026 GAAP revenue guidance is $125 million-$135 million
Video business sale to Leone Media Inc. (MediaKind) closed June 16, 2026 with $137.9 million in proceeds at closing; cash was $231.9 million at July 3, 2026
Cerebras reported second-quarter 2026 GAAP total revenue of $180.1 million, up 74% from a year earlier, and core revenue of $209.9 million, up 103%. The company posted a GAAP net loss of $450.5 million, compared with net income of $309.5 million a year earlier, which included a $363.3 million forward contract benefit. It raised its full-year 2026 core revenue outlook to $880 million to $890 million.
GAAP total revenue was $180.1 million, up 74% year over year; core total revenue was $209.9 million, up 103%.
GAAP net loss was $450.5 million, or $2.98 per share, versus net income of $309.5 million, or $1.91 diluted per share, in Q2 2025.
Full-year 2026 core revenue outlook raised to $880 million to $890 million; Q3 2026 core revenue expected at $214 million to $216 million.
Remaining performance obligations were $25.4 billion as of June 30, 2026.
OptimizeRx reported second-quarter 2026 revenue of $20.5 million, down 30% from $29.2 million a year earlier, and a GAAP net loss of $0.7 million, compared with net income of $1.5 million in the prior-year quarter. The company reaffirmed its fiscal 2026 guidance of $95 million to $100 million in revenue and $21 million to $25 million in adjusted EBITDA, and said it will also transition its finance leadership, with Andy D'Silva becoming CFO and Heather Favazza Chief Accounting Officer on January 1, 2027.
Q2 2026 revenue was $20.5 million, down from $29.2 million in Q2 2025; adjusted EBITDA was $4.9 million, down from $5.8 million
GAAP net loss was $(0.7) million, or $(0.04) per share, versus net income of $1.5 million, or $0.08 per share, a year earlier
Fiscal 2026 guidance reiterated: revenue of $95 million to $100 million and adjusted EBITDA of $21 million to $25 million
Edward Stelmakh steps down as Chief Financial & Strategy Officer effective December 31, 2026, and will serve as an advisor through December 31, 2027
Cisco reported fiscal fourth-quarter 2026 revenue of $17.3 billion, up 18% year over year, with GAAP diluted EPS of $0.97 and non-GAAP EPS of $1.22, up 52% and 23%. It also issued fiscal 2027 guidance of $72.2 billion to $73.4 billion in revenue and $5.05 to $5.11 in non-GAAP EPS, both of which shareholders will weigh against the stronger fiscal 2026 results.
Q4 FY 2026 revenue was $17.3 billion, up 18%; GAAP net income was $3.9 billion and non-GAAP net income was $4.9 billion.
FY 2027 guidance: revenue $72.2 billion to $73.4 billion; GAAP EPS $4.00 to $4.06; non-GAAP EPS $5.05 to $5.11.
Q1 FY 2027 guidance: revenue $18.0 billion to $18.2 billion; non-GAAP EPS $1.32 to $1.34.
Quarterly dividend of $0.42 per share declared, payable October 21, 2026, to holders of record on October 2, 2026.
On August 12, 2026, Charter Communications Operating, LLC and Charter Communications Operating Capital Corp. issued $1,686,285,000 of 7.087% senior secured notes due 2038 and $1,627,538,000 of 7.337% senior secured notes due 2041 in the early settlement of exchange offers launched July 23, 2026. The notes are secured by the same assets that secure the company's credit agreement, and the indenture limits the issuers' ability to grant liens, sell substantially all assets, or merge. The filing shows new secured debt issued in connection with the exchange offers, but it does not state net changes to total debt or cash proceeds.
Issued $1,686,285,000 of 7.087% senior secured notes due 2038 on August 12, 2026.
Issued $1,627,538,000 of 7.337% senior secured notes due 2041 on August 12, 2026.
Interest is payable March 1 and September 1, starting March 1, 2027.
If registration obligations are not met, holders may receive additional interest of 0.25% per annum, rising to 0.5% per annum.
Intel agreed on August 10, 2026 to sell 210,526,315 common shares at $95 each, upsizing the offering from $15 billion to $20 billion. On August 11, the underwriters exercised in full their option to buy 31,578,947 more shares, and the offering is expected to close on August 12, 2026. The sale increases the number of Intel shares outstanding, and the company says the net proceeds will fund general corporate purposes, including capital expenditures and working capital.
Offering upsized from $15 billion to $20 billion; 210,526,315 shares priced at $95 per share
Underwriters exercised in full a 30-day option on August 11, 2026 for 31,578,947 additional shares
Estimated net proceeds of about $19.7 billion, assuming the option was not exercised, for general corporate purposes
Offering expected to close on August 12, 2026, subject to customary closing conditions
Grocery Outlet reported second-quarter fiscal 2026 net sales up 1.1% to $1.19 billion and GAAP net income of $5.6 million, or $0.06 per diluted share, versus $5.0 million a year earlier. Adjusted net income fell to $20.3 million from $22.8 million, and the first half included a $158.0 million goodwill impairment that produced a net loss of $174.7 million. The company narrowed its fiscal 2026 guidance, raising the low end of its adjusted EBITDA and adjusted diluted EPS ranges.
Q2 net sales rose 1.1% to $1.19 billion, but comparable store sales fell 0.3% and gross margin declined to 30.2% from 30.6%.
First-half net loss of $174.7 million, or $(1.77) per diluted share, reflects a $158.0 million non-cash goodwill impairment recorded in Q1.
Fiscal 2026 guidance now calls for adjusted EBITDA of $225 million to $235 million (previously $220 million to $235 million) and diluted adjusted EPS of $0.51 to $0.55 (previously $0.45 to $0.55).
Hyperion DeFi reported second-quarter 2026 GAAP net income of $31.0 million, up from $8.8 million in the first quarter, driven mainly by $54.8 million in treasury gains as the HYPE token price rose. The company reiterated its 2026 guidance of $5 million to $7 million in Adjusted Gross Profit and said it still expects Adjusted Net Operating Cash Flow to turn positive by the end of 2026, but operating cash flow remained negative at $2.1 million in the quarter.
GAAP net income was $31.0 million in Q2 2026 versus $8.8 million in Q1 2026; diluted EPS was $0.92 versus $0.26.
Adjusted Gross Profit rose 20% quarter over quarter to $1.15 million from $960 thousand.
Treasury gains were $54.8 million as HYPE price rose to $65.0 from $36.6; Gross HYPE Tokens reached 2.04 million.
2026 guidance of $5 million to $7 million in Adjusted Gross Profit was reiterated, and Adjusted Net Operating Cash Flow was ($2.1 million) in Q2 2026.
Omega Flex reported lower second-quarter 2026 results, with net sales down 5.8% and net income down 35.6% from a year earlier. The company cited higher raw material costs, including tariffs, along with marketing and certification expenses, and said it expects these costs to continue before normalizing over time. Shareholders also received news that its MediTrac corrugated medical tubing earned EU medical device certification.
Three-month net sales were $24,057,000 versus $25,525,000 a year earlier, down 5.8%.
Three-month net income was $2,675,000 ($0.27 per share) versus $4,156,000 ($0.41 per share), down 35.6%.
Six-month net income was $4,752,000 ($0.47 per share) versus $7,724,000 ($0.77 per share), down 38.5%.
MediTrac CMT received CE mark under EU MDR 2017/745 as a Class IIa medical device in August 2026.
CVD Equipment reported second-quarter 2026 results that were driven by the April 1, 2026 sale of its SDC division for $17.4 million. Net income of $12.6 million included a $13.9 million gain on the divestiture, while revenue from continuing operations fell 42.6% to $2.0 million and the continuing-operations loss widened. Shareholders should note that a customer tied to a $0.8 million system order has filed a prepackaged Chapter 11 case, which the company is still evaluating.
Revenue from continuing operations was $2.0 million, down 42.6% from the prior-year quarter.
Net loss from continuing operations was $1.4 million, or $0.20 per share, versus $0.19 per share a year earlier.
Net income of $12.6 million included a $13.9 million gain on the SDC divestiture; cash rose to $23.5 million with no long-term debt.
A customer tied to a $0.8 million system order filed a prepackaged Chapter 11 case after quarter-end; backlog was $3.9 million at June 30, 2026.
Usio reported second quarter 2026 revenue of $23.7 million, up 19% from a year earlier, and swung to GAAP net income of about $0.3 million, or $0.01 per share, from a net loss of $0.4 million a year earlier. The company raised its full-year 2026 revenue growth expectation to 14% to 16%, from 10% to 12% previously, which signals higher expected top-line growth for shareholders.
Q2 2026 revenue was $23.7 million, up 19% from $20.0 million in Q2 2025.
GAAP net income was about $0.3 million, or $0.01 per share, versus a net loss of $0.4 million, or $0.01 per share, a year earlier.
Adjusted EBITDA was $1.1 million, compared with $0.5 million in the same quarter of 2025.
Full-year 2026 revenue is now expected to rise 14% to 16%; cash was $6.4 million at June 30, 2026, down $1.0 million since December 31, 2025.
Natural Gas Services Group reported record second-quarter 2026 rental revenue of $49.4 million and record adjusted EBITDA of $25.1 million, and raised its full-year 2026 adjusted EBITDA guidance. Reported net income fell year over year to $3.8 million, or $0.30 per diluted share, after about $3.3 million of Flatrock acquisition transaction costs.
Q2 2026 rental revenue was $49.4 million, up about 25% from the prior-year quarter; adjusted EBITDA was $25.1 million, up 27.4%.
Reported net income was $3.8 million, or $0.30 per diluted share, versus $5.2 million, or $0.41, a year earlier; excluding transaction costs, adjusted net income was $6.1 million, or $0.47 per diluted share.
Full-year 2026 adjusted EBITDA guidance was raised to $103 million-$108 million from $92.5 million-$97.5 million; growth capital expenditure guidance was raised to $60 million-$80 million from $55 million-$70 million.
Home Depot said Chair, President and CEO Edward P. Decker is taking a temporary medical leave and expects him to return within the next few months. The board has put Ann-Marie Campbell in charge of day-to-day operations and CFO Richard McPhail in charge of financial management and the Pro subsidiaries, with lead director Gregory Brenneman chairing the board. The filing states no change to either executive's compensation for these added duties.
CEO Edward P. Decker is on temporary medical leave; the company expects his return within the next few months.
Richard V. McPhail, EVP and Chief Financial Officer, oversees financial management and Pro subsidiaries and is designated interim principal executive officer.
Gregory D. Brenneman, independent lead director, is chairing the Board during Mr. Decker's absence.
Spruce Biosciences reported second-quarter 2026 results with a net loss of $16.2 million, or $(6.68) per share, compared with a net loss of $2.1 million in the second quarter of 2025. The company said it expects its cash to fund operations and debt obligations into the second half of 2027, and it reiterated plans for a BLA submission for TA-ERT in the fourth quarter of 2026.
Q2 2026 net loss was $16.2 million, or $(6.68) per share, versus $2.1 million in Q2 2025.
Research and development expenses were $12.2 million in Q2 2026, driven by TA-ERT manufacturing scale-up and clinical development.
Cash and cash equivalents were $96.3 million as of June 30, 2026, up from $48.9 million at December 31, 2025.
Dr. Adrian Quartel was appointed Chief Medical Officer effective July 27, 2026.
Definium Therapeutics announced positive topline results from Voyage, its first Phase 3 study of DT120 ODT in generalized anxiety disorder, meeting its primary and all key secondary efficacy endpoints. The filing reports a placebo-adjusted HAM-A change of 5.4 points at Week 12 (p<0.0001) and states the drug was generally well tolerated, with no new safety signals identified. The results support the company's development program, but the filing does not describe any regulatory approval, and the second Phase 3 GAD study, Panorama, is expected to report topline results in September 2026.
Primary endpoint: HAM-A change of -11.6 for DT120 ODT versus -6.2 for placebo at Week 12, a difference of -5.4 points (p<0.0001)
Study enrolled 214 participants across approximately 35 U.S. sites; 107 received DT120 ODT and 107 received placebo in the reported highlights
Company reported no suicidality signal or suicidal behavior; the average time to meet end-of-session criteria was 6.4 hours
Panorama, the second Phase 3 GAD study, has a topline readout anticipated in September 2026
Brinker reported fourth-quarter fiscal 2026 total revenues of $1,535.8 million, up from $1,461.9 million, and net income per diluted share of $2.99, up from $2.30. The company guided fiscal 2027 total revenues to $6.15 billion-$6.27 billion and non-GAAP diluted EPS to $12.60-$13.40, and its board authorized an additional $718.0 million in share repurchases, bringing total available authority to $750.0 million.
Q4 fiscal 2026 total revenues $1,535.8 million vs $1,461.9 million; comparable restaurant sales up 5.0%, with Chili's up 5.6%
Fiscal 2027 guidance includes a 53rd operating week, which the company estimates adds about 2.0% to total revenues and $0.70 to non-GAAP diluted EPS
Board authorized up to an additional $718.0 million in buybacks on August 10, 2026, for total authority of $750.0 million
Arbutus Biopharma reported second-quarter 2026 results showing total revenue of $1.0 million and a net loss of $5.1 million, compared with $10.7 million of revenue and net income of $2.5 million a year earlier. The company received $178.4 million from its Moderna settlement in July and plans to return up to about $230 million to shareholders through share repurchases starting in the third quarter, though the board has not yet approved the form and no assurance is given that repurchases will occur.
Q2 2026 total revenue was $1.0 million, versus $10.7 million in Q2 2025, which included $9.6 million of previously deferred revenue recognized on the Qilu partnership conclusion.
Q2 2026 net loss was $5.1 million, or $0.03 per share, compared with net income of $2.5 million, or $0.01 per share, in Q2 2025.
On July 8, 2026, the company received $178.4 million as its share of the Moderna noncontingent settlement payment.
Cash, cash equivalents and marketable securities were $92.6 million as of June 30, 2026.
Applied Aerospace & Defense reported record second-quarter 2026 revenue of $167.3 million, up 47.4% from a year earlier, and record Adjusted EBITDA of $36.4 million. The company also reported a net loss of $154.0 million, mainly from share-based compensation and transaction expenses tied to its June 2026 initial public offering. The company gave full-year 2026 guidance of $670 million to $690 million in revenue and $150 million to $155 million in Adjusted EBITDA.
Q2 2026 revenue was $167.3 million, up from $113.5 million in Q2 2025; net loss was $154.0 million, or $1.04 per share, versus a net loss of $4.7 million, or $0.05 per share, a year earlier.
Share-based compensation expense was $110.1 million in the quarter, and transaction costs were $5.2 million.
Adjusted EBITDA was $36.4 million, up 38.5%, with an Adjusted EBITDA margin of 21.8% versus 23.2% a year earlier.
Full-year 2026 outlook: revenue of $670 million to $690 million and Adjusted EBITDA of $150 million to $155 million; backlog was $1.13 billion as of June 30, 2026.
Sutro Biopharma reported second quarter 2026 revenue of $9.8 million, down from $63.7 million a year earlier, and a net loss of $38.5 million, or $2.33 per share, versus a net loss of $11.5 million, or $1.35 per share, a year earlier. The company also reported $164.3 million in cash, cash equivalents and marketable securities as of June 30, 2026, which it says supports operations into at least the second quarter of 2028.
Q2 2026 revenue was $9.8 million, mainly from the Astellas collaboration, compared with $63.7 million in Q2 2025.
Net loss was $38.5 million, or $2.33 per share, compared with $11.5 million, or $1.35 per share, in Q2 2025.
Cash, cash equivalents and marketable securities were $164.3 million, down from $202.6 million as of March 31, 2026.
Total R&D and G&A expenses were $39.5 million, down from $48.7 million a year earlier.
Octave Intelligence reported second quarter 2026 total revenue of $398 million, down 4% year over year, while annualized recurring revenue rose 7% to $1,143 million. A $2,135 million non-cash impairment charge drove a net loss of $1,971 million, or $7.34 per share, though adjusted EPS was flat at $0.36 and free cash flow was $93 million. The company says the charges did not affect cash flows or debt covenant compliance, and it gave initial full-year 2026 revenue guidance of $1,635 million to $1,665 million.
Q2 2026 total revenue was $398 million, down from $413 million a year earlier; recurring revenue rose 6% to $283 million.
Net loss was $1,971 million (EPS of -$7.34), including a $1,671 million goodwill impairment and a $464 million trademark impairment.
Adjusted EPS was $0.36, the same as Q2 2025; free cash flow was $93 million.
Initial guidance: Q3 2026 revenue of $400 million to $410 million and full-year 2026 revenue of $1,635 million to $1,665 million.
Trimble reported second-quarter 2026 revenue of $972.0 million, up 11 percent year over year, and raised its full-year 2026 revenue and earnings guidance. A $562.0 million goodwill impairment tied to the Transportation and Logistics segment drove a GAAP net loss of $471.7 million, while non-GAAP net income was $200.3 million. The board also approved a new $1.0 billion share repurchase authorization with no expiration date, replacing the prior authorization that had $608.2 million remaining.
Q2 2026 revenue was $972.0 million, up 11 percent; non-GAAP operating income was $260.6 million, or 26.8 percent of revenue.
GAAP diluted loss per share was $(2.02) for the quarter, including a $562.0 million goodwill impairment; non-GAAP diluted EPS was $0.86.
Full-year 2026 guidance: revenue of $3,900 million to $3,950 million and non-GAAP EPS of $3.60 to $3.70; GAAP loss per share of $0.07 to $0.12 is expected.
Board authorized up to $1.0 billion in share repurchases on August 10, 2026; the prior authorization was cancelled.
Kontoor Brands reported second-quarter 2026 revenue of $584 million, up 19% from a year earlier, and adjusted earnings per share of $1.06, up 13%. The company raised its full-year 2026 adjusted EPS outlook to $5.25 to $5.35 and plans to put $400 million of Lee divestiture proceeds into an accelerated share repurchase after that sale closes in the fourth quarter. For shareholders, the higher outlook and planned buyback point to expected profit growth and capital return, though reported diluted EPS from continuing operations slipped to $1.03 from $1.05.
Revenue of $584 million rose 19%, including $114 million from Helly Hansen; Wrangler revenue rose 2%.
Adjusted EPS of $1.06 rose 13%; reported diluted EPS from continuing operations was $1.03 versus $1.05 a year earlier.
Full-year 2026 adjusted EPS outlook raised to $5.25 to $5.35 from $5.15 to $5.25; revenue outlook unchanged at $2.66 to $2.71 billion.
Planned $400 million accelerated share repurchase, funded by Lee divestiture proceeds, expected after the sale closes in the fourth quarter.
Annexon reported a wider second-quarter 2026 net loss of $55.3 million, or $0.28 per share, versus $49.2 million in the year-earlier quarter, and said cash and short-term investments were $209.2 million at June 30, 2026. It also added a Month 24 dual primary endpoint to its Phase 3 ARCHER II trial of vonaprument in geographic atrophy while keeping the Month 15 endpoint on track for Q4 2026, and it entered a credit facility of up to $200 million.
Q2 2026 net loss attributable to common stockholders was $55.3 million ($0.28 per share), versus $51.0 million ($0.34 per share) in Q2 2025 as reported in the statement of operations.
R&D expenses rose to $46.6 million from $44.2 million, and G&A expenses rose to $10.6 million from $7.6 million.
Cash, cash equivalents and short-term investments were $209.2 million at June 30, 2026; the company expects this plus credit facility funds to support operations into 2028.
Up to $200 million credit facility with Oxford Finance LLC, with $50 million drawn at closing; Month 15 ARCHER II results expected Q4 2026, Month 24 completion expected Q3 2027.
BETA Technologies reported second quarter 2026 revenue of $14.7 million, up from $6.0 million a year earlier, while its net loss widened to $148.8 million from $80.4 million. The company raised its full-year 2026 revenue outlook to $42 million to $50 million and set its Adjusted EBITDA outlook at a loss of $400 million to $445 million, so shareholders see higher sales alongside larger losses.
Q2 2026 revenues were $14.7 million versus $6.0 million in Q2 2025.
Q2 2026 net loss was $148.8 million versus $80.4 million a year earlier; Adjusted EBITDA loss was $109.8 million.
Full-year 2026 revenue guidance raised to $42 million to $50 million; Adjusted EBITDA guidance set at a loss of $400 million to $445 million.
Cash and cash equivalents were $1,479.5 million as of June 30, 2026, compared with $174.5 million a year earlier.
National Vision reported second quarter 2026 net revenue up 2.5% to $498.8 million, with net income rising to $12.4 million from $8.7 million and diluted EPS of $0.15 versus $0.11. The company raised its fiscal 2026 adjusted operating income outlook to $119 million-$139 million, but lowered the top of its adjusted comparable store sales growth range to 3.0%-5.0% from 3.0%-6.0%.
Q2 2026 net revenue rose 2.5% to $498.8 million; net income was $12.4 million versus $8.7 million a year earlier.
Adjusted operating income rose 32.7% to $31.6 million; adjusted operating margin was 6.3% versus 4.9%.
Fiscal 2026 adjusted operating income outlook raised to $119 million-$139 million from $107 million-$133 million.
Adjusted comparable store sales growth outlook narrowed to 3.0%-5.0% from 3.0%-6.0%; the company repurchased 1.2 million shares for $20.0 million in the quarter.
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