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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Bio Green Med Solution Q2 2026 net loss narrows to $0.4 million on $336,000 revenue

Positive earnings Written later 2.027.01

Bio Green Med Solution reported second quarter 2026 results on August 12, 2026, with $336,000 in fire safety product revenue and a net loss of $0.4 million, compared with a $1.3 million net loss a year earlier. The company also disclosed a June 2026 Business Combination Agreement under which Future NRG Sdn. Bhd. shareholders would receive more than 99% of the combined company, which would matter to shareholders if the exchange closes.

  • Revenue of $336,000 for the quarter ended June 30, 2026, versus no revenue in the prior-year period, following the September 2025 acquisition of Fitters Sdn. Bhd.
  • Net loss of $0.4 million, or $(0.08) per share from continuing operations, compared with $1.3 million, or $(0.93) per share, a year earlier.
  • June 2026 Business Combination Agreement with Future NRG Sdn. Bhd.; the Exchange can be terminated by either party if not closed by December 31, 2026.
  • Cash and cash equivalents of $3.8 million as of June 30, 2026; the company estimates current resources will fund planned expenditure into the first quarter of 2027.
Read the filing on SEC.gov ↗
ARXAccelerant Holdings Aug 13, 9:14 PM ET

Accelerant Holdings agrees to be acquired by Thoma Bravo affiliates for $20.25 a share

Neutral m&a Written later 1.01

Accelerant Holdings signed a merger agreement on August 13, 2026, under which Merger Sub will merge into the company and it will become a wholly owned subsidiary of Cherry Tree BidCo, an affiliate of Thoma Bravo Discover Fund V, L.P. Shareholders would receive $20.25 in cash per share, plus a possible ticking amount, and the Class A shares would be delisted from the New York Stock Exchange if the merger closes.

  • Merger consideration is $20.25 in cash per share, plus a possible ticking amount of $0.00333 per share for each calendar day after the Ticking Amount Start Date
  • Go-shop period runs until 11:59 p.m. Eastern on September 22, 2026, after which no-shop restrictions apply
  • Closing requires approval by at least two-thirds of votes cast by shareholders entitled to vote, HSR clearance, and specified insurance regulatory approvals; the financing is not a closing condition
  • Merger must close by August 13, 2027, with an automatic extension to November 13, 2027 in certain circumstances
Read the filing on SEC.gov ↗
AIRJAirJoule Technologies Corp. Aug 13, 5:26 PM ET

AirJoule Technologies Q2 net loss of $8.5 million; Kubota exclusive sales deal

Negative earnings Written later 2.02

AirJoule Technologies reported a second-quarter 2026 net loss of $8.5 million, or $0.12 per share, compared with net income of $2.5 million, or $0.04 per share, a year earlier. The company also raised its expected 2026 combined cash spend to $27 million to $28 million, up from about $25 million previously, and signed an exclusive sales agreement with Kubota Corporation. Shareholders face a wider loss and higher planned spending, while the company reports $41.4 million of cash and no debt.

  • Q2 2026 net loss of $8.5 million, or $0.12 per share, versus net income of $2.5 million, or $0.04 per share, in Q2 2025.
  • Six-month net loss of $58.4 million, or $0.85 per share, includes a $65.7 million equity loss from the investment in AirJoule, LLC.
  • 2026 combined cash spend now expected at $27 million to $28 million, up from about $25 million previously.
  • Cash of $41.4 million at June 30, 2026; Kubota agreement covers deployments in Texas and California beginning in Q3 2026.
Read the filing on SEC.gov ↗
CIRCCIRCLE8 GROUP INC Aug 13, 5:23 PM ET

Circle8 Group settles SPP dispute, eliminates $35M note; Nasdaq bid-price notice received

Mixed restructuring Written later 1.013.018.01

Circle8 Group said on August 10, 2026 that it signed a settlement with SPP Credit Advisors that resolves pending New York and Delaware litigation and cancels its $35 million convertible seller's note. The company will issue 21,983,926 shares to SPP, while it gains an option to buy and retire the same number of shares for $0.00001 each, and SPP's remaining debt is to be repaid over an 18-month share disposition period. Separately, Nasdaq notified the company on August 13, 2026 that its stock has closed below $1.00 for 30 consecutive business days.

  • The $35,000,000 convertible promissory note is released, canceled and discharged; SPP indebtedness was $62,669,730.00 as of August 7, 2026, bearing 5% interest during the disposition period.
  • Atlantic agrees to issue 21,983,926 shares to SPP, with a ten-year call option to buy the same number of shares at $0.00001 per share for retirement.
  • Lyneer Staffing agreed to seek refinancing of its SLR facility within 45 days of August 7, 2026, with a $5 million payment to SPP upon refinancing.
  • Nasdaq's August 13, 2026 letter cites a $1.00 minimum bid price; the filing lists February 9, 2026 as the regain-compliance date and says the stock will continue to trade as CIRC.
Read the filing on SEC.gov ↗
ALOYREALLOYS INC. Aug 13, 5:13 PM ET

REalloys Q2 net loss widens to $36.8 million on $32.1 million stock compensation

Mixed earnings Written later 2.02

REalloys reported second-quarter 2026 net revenues of $0.8 million, up from $0.4 million a year earlier, but its net loss widened to $36.8 million, or $0.59 per diluted share, from $2.2 million, or $0.05 per share. The company said the increase was driven mainly by $32.1 million of non-cash stock-based compensation, and it ended the quarter with $122.4 million in cash, which it says covers its committed strategic project funding without additional financing.

  • Net revenues were $0.8 million for the quarter ended June 30, 2026, compared with $0.4 million a year earlier.
  • Net loss was $36.8 million, or $0.59 per diluted share, versus $2.2 million, or $0.05 per share, in the prior-year quarter.
  • Non-cash stock-based compensation of $32.1 million was the main driver of the higher loss.
  • Cash was $122.4 million at June 30, 2026, after a $100.0 million private placement closed in June 2026; Craig Cunningham became Chief Financial Officer effective June 24, 2026.
Read the filing on SEC.gov ↗
LFTLument Finance Trust, Inc. Aug 13, 5:06 PM ET

Lument Finance Trust posts $9.2 million Q2 net loss and plans 1-for-10 reverse split

Negative earnings Written later 2.027.01

Lument Finance Trust reported a GAAP net loss attributable to common shareholders of $9.2 million, or $0.18 per share, for the quarter ended June 30, 2026, and a Distributable Loss of $5.3 million, or $0.10 per share. The board also approved a 1-for-10 reverse stock split, which the company says is intended to regain compliance with New York Stock Exchange listing requirements; for shareholders, the number of shares falls from about 52.5 million to about 5.3 million while ownership percentages are unchanged apart from cash paid for fractional shares.

  • Q2 2026 GAAP net loss attributable to common shareholders of $9.2 million, or $0.18 per share
  • Q2 2026 Distributable Loss of $5.3 million, or $0.10 per share, versus Distributable Earnings of $0.02 per share in Q1 2026
  • Reverse split expected to take effect at 5:00 pm ET on September 9, 2026, with split-adjusted trading beginning September 10, 2026 under ticker LFT
  • Book value per share of common stock was $2.76 as of June 30, 2026, down from $2.97 in the prior quarter; a $0.04 per share common dividend was declared
Read the filing on SEC.gov ↗

Digital Asset Acquisition Corp. ends Old Glory merger deal, postpones shareholder meeting

Neutral m&a Written later 1.011.028.01

Digital Asset Acquisition Corp. and Old Glory Holding Company mutually agreed on August 13, 2026 to terminate their Business Combination Agreement dated January 13, 2026, and abandon the related transactions. Because the deal is terminated, the extraordinary general meeting set for August 14, 2026 has no business to transact and has been indefinitely postponed.

  • Business Combination Agreement dated January 13, 2026 terminated effective August 13, 2026 under a Mutual Termination and Release Agreement
  • Section 9.18 of the Business Combination Agreement survives; the filing states no further liability or obligation otherwise applies to either party
  • Extraordinary general meeting originally set for 10:00 a.m. Eastern Time on August 14, 2026 is indefinitely postponed
Read the filing on SEC.gov ↗
NETCloudflare, Inc. Aug 13, 5:01 PM ET

Cloudflare issues $2.5 billion of 0% convertible senior notes due 2031

Neutral financing Written later 1.012.033.028.01

Cloudflare issued $2.5 billion of 0% convertible senior notes maturing August 15, 2031, under an indenture dated August 13, 2026. The company reported net proceeds of about $2,462.3 million, of which $259.5 million was used for capped call transactions, with the remainder for general corporate purposes. The notes add a large amount of debt, and conversion into Class A common stock would dilute shareholders unless offset by the capped calls.

  • Principal of $2.5 billion, 0% interest, maturing August 15, 2031 unless earlier redeemed, repurchased or converted.
  • Initial conversion price of about $496.94 per share, a 60% premium to the $310.59 closing price on August 10, 2026.
  • Net proceeds of about $2,462.3 million; $259.5 million used to pay for capped call transactions.
  • No optional redemption before August 20, 2029, except a cleanup redemption if less than $200.0 million remains outstanding.
Read the filing on SEC.gov ↗
MPLTMapLight Therapeutics, Inc. Aug 13, 4:51 PM ET

MapLight Therapeutics announces $150 million private placement at $11.38 per share

Mixed financing Written later 1.012.023.027.01

MapLight agreed to sell 9,197,887 shares and pre-funded warrants for 3,983,168 shares to institutional investors at $11.38 per share, for gross proceeds of approximately $150.0 million before fees, with closing expected on August 14, 2026. The company also reported a second-quarter net loss of $60.2 million, up from $29.8 million a year earlier, and says the financing and existing cash of $351.3 million should fund its lead program through 2028, which means existing shareholders will be diluted.

  • Private placement of 9,197,887 common shares and pre-funded warrants for 3,983,168 shares at $11.38 per share; gross proceeds of approximately $150.0 million before fees
  • Expected closing on August 14, 2026; placement agents are Morgan Stanley, Jefferies, Leerink Partners and Stifel
  • Q2 2026 net loss of $60.2 million vs. $29.8 million in Q2 2025; R&D expenses rose to $53.4 million from $26.8 million
  • Cash, cash equivalents and investments of $351.3 million at June 30, 2026; company expects runway through 2028 including the private placement proceeds
Read the filing on SEC.gov ↗
NEMNEWMONT Corp /DE/ Aug 13, 4:31 PM ET

Newmont Settles Nevada Gold Mines Disputes with Barrick, Agrees to Pay $1.95 Billion

Neutral m&a Written later 1.017.01

Newmont and Barrick signed a Second Amended and Restated LLC Agreement for the Nevada Gold Mines joint venture, dated August 10, 2026, along with a confidential settlement that resolves all outstanding disputes related to the joint venture. Barrick's Fourmile project and Newmont's Fiberline and Mike projects will be contributed to Nevada JV, and Newmont will pay Barrick $1.95 billion in cash, a large cash outlay for the company. The filing does not state how the transaction affects Newmont's earnings or financial results.

  • Newmont Member will pay Barrick Member $1.95 billion in cash within 30 days after the Fourmile project is contributed to Nevada JV.
  • Newmont is deemed to have made a $1.95 billion capital contribution and Barrick is deemed to have made an approximately $3.11 billion capital contribution to Nevada JV.
  • The settlement resolves all outstanding disputes related to Nevada JV, and Newmont has provided its consent to Barrick's proposed North American IPO.
  • Upon completion of the contribution of the Projects, Nevada JV will assume all liabilities associated with those Projects.
Read the filing on SEC.gov ↗
XBPXBP Global Holdings, Inc. Aug 13, 4:26 PM ET

XBP Global Q2 revenue down 14% pro forma; net loss $16.7 million

Mixed earnings Written later 2.02

XBP Global reported second quarter 2026 revenue of $191.3 million, down 14.0% year-over-year on a pro forma basis, and a net loss of $16.7 million. Normalized EBITDA rose 8.4% pro forma to $21.9 million, and the company raised its annualized operational efficiency target to $65 to $75 million from $55 to $60 million. The company also said it has engaged a financial advisor in connection with previously announced strategic alternatives.

  • Revenue of $191.3 million, down 14.0% year-over-year on a pro forma basis
  • Net loss of $16.7 million; Normalized EBITDA of $21.9 million, up 8.4% pro forma
  • Adjusted gross margin of 24.9%, described by the company as its highest level to date
  • Efficiency target raised to $65 to $75 million annualized, with approximately $35 million expected in 2026
Read the filing on SEC.gov ↗

GrabAGun CFO Justin Hilty to retire; Jonathan Terry named CFO effective August 14

Neutral leadership Written later 5.027.01

GrabAGun Digital Holdings announced that co-founder and CFO Justin Hilty will step down as CFO effective August 14, 2026, and will stay in a transitional role until he retires on September 1, 2026. Jonathan Terry, formerly Vice President, Global Finance at YETI Holdings, takes over as CFO, principal accounting officer and principal financial officer on the same date. The filing states Hilty's decision did not involve any dispute with the company over operations, policies, practices or financial statements.

  • Justin Hilty resigns as CFO effective August 14, 2026; transitional role until retirement on September 1, 2026
  • Jonathan Terry appointed CFO effective August 14, 2026; employment began August 10, 2026
  • Terry's base salary is $400,000, with a target bonus of 60% of salary and a maximum of 120%
  • Terry received $300,000 in restricted stock units vesting in thirds on August 10, 2027, 2028 and 2029
Read the filing on SEC.gov ↗

KinderCare swings to Q2 net loss of $8.8 million on lower revenue and impairments

Negative earnings Written later 2.02

KinderCare reported second-quarter 2026 revenue of $697.5 million, down 0.4% from a year earlier, and a net loss of $8.8 million, compared with net income of $38.6 million in the second quarter of 2025. The company also updated its full-year 2026 guidance, but the filing does not state the prior ranges, so the direction of the change cannot be determined from this document.

  • Revenue of $697.5 million vs. $700.1 million in Q2 2025; center enrollment fell 4.0%
  • Net loss of $8.8 million, or $0.07 per diluted share, vs. net income of $38.6 million, or $0.33, a year earlier
  • Adjusted EBITDA of $63.0 million, down 23.6%; impairment losses rose $20.7 million and 49 centers closed in Q2
  • Full-year 2026 guidance: revenue $2.66 billion to $2.70 billion; adjusted EBITDA $200 million to $220 million; adjusted EPS $0.05 to $0.15
Read the filing on SEC.gov ↗
OXBROXBRIDGE RE HOLDINGS Ltd Aug 13, 4:19 PM ET

Oxbridge Re posts Q2 2026 net income of $176,000 and launches AI GridWorks

Positive earnings Written later 2.02

Oxbridge Re Holdings reported net income of $176,000, or $0.02 per share, for the quarter ended June 30, 2026, compared with a net loss of $1.87 million a year earlier. The company recorded no underwriting losses in the quarter, and total revenue rose to $940,000 from $664,000, helped by $501,000 of SurancePlus management fee income. The filing also announced AI GridWorks, a new subsidiary to develop, own and operate AI data centers.

  • Q2 2026 net income was $176,000, or $0.02 per share, versus a net loss of $1.87 million, or $0.25 per share, in Q2 2025.
  • Net premiums earned fell to $368,000 from $582,000, while no underwriting losses were recorded in Q2 2026 compared with a full limit loss on one reinsurance contract in Q2 2025.
  • Restricted cash and cash equivalents rose $12.85 million to $19.82 million as of June 30, 2026, from $6.98 million at December 31, 2025.
  • AI GridWorks was launched after quarter-end to develop, own and operate AI data centers; the filing does not state its funding or capital commitment.
Read the filing on SEC.gov ↗
XOSXos, Inc. Aug 13, 4:17 PM ET

Xos Q2 revenue falls to $4.7 million as gross margin rises to 12.1%

Mixed earnings Written later 2.02

Xos reported second-quarter 2026 revenue of $4.7 million, down from $18.4 million a year earlier, while gross margin rose to 12.1% and net loss narrowed to $6.9 million. The company is revising its 2026 outlook, citing shifted second-half product mix and volume, and says second-quarter deliveries moved into later quarters.

  • Q2 2026 revenue was $4.7 million on 30 units, versus $18.4 million on 135 units in Q2 2025
  • Q2 2026 net loss was $6.9 million, compared with $7.5 million in Q2 2025; GAAP operating loss widened to $7.9 million from $7.1 million
  • Revised 2026 outlook: revenue of $35 to $43 million, non-GAAP operating loss of $(14.7) million to $(11.4) million, and 250 to 350 unit deliveries
  • Cash and cash equivalents were $13.2 million at June 30, 2026, up from $9.8 million at March 31, 2026
Read the filing on SEC.gov ↗
KULRKULR Technology Group, Inc. Aug 13, 4:16 PM ET

KULR revenue falls 43% to $2.08 million; Q2 2026 net loss of $21.97 million

Negative earnings Written later 2.02

KULR Technology Group reported second quarter 2026 results that worsened on the headline measures: revenue fell 43% year over year and the company posted a net loss of $21,970,816, compared with net income a year earlier. The company attributed the loss mainly to a $10,591,667 fair value loss on its bitcoin holdings and said it has since exited Bitcoin mining and repaid its Coinbase loan in full.

  • Revenue decreased 43% to $2,080,177 in the quarter ended June 30, 2026, from $3,652,471 a year earlier.
  • Net loss was $21,970,816, or $0.47 per share, versus net income of $8,142,149, or $0.22 per share, a year earlier.
  • Loss from operations rose 19% to $11,204,578; gross margin was (31)% versus 20% a year earlier.
  • Cash balance was $12.8 million as of June 30, 2026; the company says it did not issue any shares through its ATM in the first half of 2026.
Read the filing on SEC.gov ↗
ELUTELUTIA INC. Aug 13, 4:15 PM ET

Elutia secures up to $26 million to fund NXT-41x; Q2 sales fall to $2.4 million

Mixed earnings Written later 2.02

Elutia reported second quarter 2026 results with net sales down to $2.4 million from $2.7 million, while its net loss narrowed to $7.6 million from $9.6 million. The company said it has secured up to $26 million in additional capital to fund NXT-41x through anticipated FDA clearance and its first full year of commercial launch, without an equity offering, which matters to shareholders because it reduces near-term dilution risk.

  • Q2 2026 net sales were $2.4 million versus $2.7 million a year earlier, due mainly to a $0.7 million reduction in SimpliDerm revenue from a contract manufacturer production disruption.
  • Adjusted EBITDA was a loss of $4.6 million versus a loss of $3.0 million in the prior-year quarter.
  • Up to $26 million of capital includes a $15 million credit facility ($10 million funded at closing) and up to $11 million from the SimpliDerm divestiture.
  • Cash and cash equivalents were $19.9 million at June 30, 2026, and the company expects the full $8 million BioEnvelope escrow to be released in the fourth quarter of 2026.
Read the filing on SEC.gov ↗
SRTSSensus Healthcare, Inc. Aug 13, 4:13 PM ET

Sensus Healthcare Q2 revenue falls 68.5% to $2.3 million; net loss widens to $8.7 million

Negative earnings Written later 2.02

Sensus Healthcare reported second-quarter 2026 revenue of $2.3 million, down $5.0 million from the prior-year quarter, and a net loss of $8.7 million, or $0.53 per share. The company said a sale of eight units was not recorded in Q2 because of financing approval timing and will be recognized in Q3, while a $5.7 million tax expense that includes a valuation allowance against deferred tax assets added to the loss.

  • Q2 2026 revenue was $2.3 million versus $7.3 million in Q2 2025, with 11 units sold compared with 19 a year earlier.
  • Net loss was $8.7 million, or $0.53 per share, compared with a net loss of $1.0 million, or $0.06 per share, in Q2 2025.
  • Adjusted EBITDA, a non-GAAP measure, was negative $3.0 million versus negative $1.8 million a year earlier.
  • Cash, restricted cash and cash equivalents fell to $15.2 million at June 30, 2026, from $18.3 million at March 31, 2026.
Read the filing on SEC.gov ↗
IVVDInvivyd, Inc. Aug 13, 4:11 PM ET

Invivyd Q2 revenue rises 21% to $14.3 million; net loss widens to $44.4 million

Mixed earnings Written later 2.02

Invivyd reported second-quarter 2026 PEMGARDA net product revenue of $14.3 million, up 21% from $11.8 million a year earlier. Net loss grew to $44.4 million, or $0.14 per share, from $14.7 million, or $0.12 per share, as R&D and SG&A expenses rose sharply for the VYD2311 clinical trials and commercial activities, which matters to shareholders because the company's cash of $160.1 million is expected to fund operations through the DECLARATION pivotal data readout.

  • Q2 2026 R&D expenses were $29.4 million, up from $9.6 million, mainly from DECLARATION and LIBERTY trial costs.
  • Q2 2026 SG&A expenses were $29.5 million, up from $16.6 million.
  • Cash and cash equivalents were $160.1 million as of June 30, 2026.
  • In July 2026, Invivyd received twelve months' advance notice of the termination of the PEMGARDA emergency use authorization.
Read the filing on SEC.gov ↗
IDNIntellicheck, Inc. Aug 13, 4:10 PM ET

Intellicheck Q2 revenue rises 16% to $5.9 million; net income turns to $0.7 million

Positive earnings Written later 2.02

Intellicheck reported second-quarter 2026 revenue of $5.9 million, up 16% from a year earlier, and net income of $0.7 million, compared with a net loss of $0.3 million in the same quarter of 2025. The company also disclosed that a customer representing about 29% of first-half 2026 revenue is moving to a multi-source vendor setup and testing an alternative, which it expects to reduce transaction levels with that customer.

  • Q2 2026 revenue was $5.9 million, up 16% year over year and up 7% sequentially.
  • Net income was $0.7 million, or $0.03 per diluted share, versus a net loss of $0.3 million a year earlier; adjusted EBITDA was $1.1 million versus $0.1 million.
  • A customer that was about 29% of first-half 2026 revenue is shifting to a multi-source architecture; the main phase was scheduled to start in late July, and the company had not yet seen the planned volume reductions as of August 12, 2026.
  • The company had $11.8 million in cash and no debt at June 30, 2026.
Read the filing on SEC.gov ↗
MGNXMACROGENICS INC Aug 13, 4:07 PM ET

MacroGenics swings to $19.5 million Q2 net income, helped by manufacturing sale gain

Mixed earnings Written later 2.02

MacroGenics reported second-quarter 2026 revenue of $32.8 million, up from $6.9 million a year earlier, and net income of $19.5 million, compared with a net loss of $36.3 million. The profit reflects $89.2 million of income from discontinued operations tied to the sale of its manufacturing operations, while the loss from continuing operations widened to $69.6 million, including a $52.8 million non-cash loss on extinguishing a royalty monetization liability.

  • Q2 2026 total revenue was $32.8 million, versus $6.9 million in Q2 2025, driven mainly by a $24.5 million Sanofi regulatory milestone.
  • Net income was $19.5 million, or $0.31 per share, versus a net loss of $36.3 million, or $0.57 per share, a year earlier.
  • Loss from continuing operations was $69.6 million, compared with $42.7 million a year earlier, after a $52.8 million non-cash loss on extinguishment of the ZYNYZ royalty monetization liability.
  • Pro forma cash, cash equivalents and marketable securities were $327 million, and the company guides cash runway through 2028.
Read the filing on SEC.gov ↗
CAPRCAPRICOR THERAPEUTICS, INC. Aug 13, 4:07 PM ET

Capricor Q2 net loss widens to $40.7 million as Deramiocel FDA review continues

Negative earnings Written later 2.02

Capricor reported a second-quarter 2026 net loss of $40.7 million, or $0.70 per share, up from $25.9 million, or $0.57 per share, a year earlier, with no revenue recognized. The company said its FDA Advisory Committee voted 3 in favor and 9 against on cardiomyopathy efficacy for Deramiocel, and it is still working with the FDA on the Biologics License Application.

  • Q2 2026 net loss of $40.7 million, or $0.70 per share, versus $25.9 million, or $0.57 per share, in Q2 2025
  • Cash, cash equivalents and marketable securities of $237.9 million at June 30, 2026, down from $318.1 million at December 31, 2025
  • On July 29, 2026, the FDA Cellular, Tissue and Gene Therapies Advisory Committee voted 3 in favor and 9 against; the vote is advisory and non-binding
  • NS Pharma preliminary injunction motion withdrawn; the company estimates arbitration will begin this fall
Read the filing on SEC.gov ↗
MFPMidera Food Processing, Inc. Aug 13, 4:07 PM ET

Midera raises 2026 guidance after second-quarter sales rise 13.2% to $245.4 million

Mixed guidance Written later 2.027.01

Midera Food Processing reported results for the quarter ended July 4, 2026, its first report as an independent public company after its separation from The Middleby Corporation on July 6, 2026. Net sales rose 13.2% and orders rose 16%, and the company raised full-year 2026 guidance, but net earnings fell to $10.8 million from $29.1 million a year earlier. The Board also authorized a share repurchase program of up to $50 million.

  • Net sales were $245.4 million, up 13.2% from $216.7 million; organic net sales grew 1.2%.
  • Net earnings were $10.8 million, compared with $29.1 million in the prior year quarter.
  • Full-year 2026 net sales guidance was raised to $935 million-$965 million from $915 million-$945 million; Estimated Standalone Adjusted EBITDA guidance is $160 million-$176 million.
  • On August 10, 2026, the Board authorized repurchases of up to $50 million of common stock, expiring August 10, 2029.
Read the filing on SEC.gov ↗
YSSYork Space Systems Inc. Aug 13, 4:06 PM ET

York Space cuts 2026 revenue guidance to $375M-$405M as Q2 net loss widens

Mixed guidance Written later 2.02

York Space Systems reported second-quarter 2026 revenue of $92.5 million, up 10% from a year earlier, and gross profit of $22.2 million, up from $9.5 million. Net loss widened to $39.3 million from $24.2 million, and the company lowered its full-year 2026 revenue outlook to $375 million to $405 million, citing the removal of new business revenue from 2026 due to a shift in government acquisition methods. The guidance cut lowers the revenue outlook for shareholders, while the quarter's revenue and gross profit gains partly offset the wider loss.

  • Q2 2026 revenue was $92.5 million, up 10%; gross profit was $22.2 million, up from $9.5 million, and gross margin rose to 24%.
  • Q2 2026 net loss was $39.3 million, up 62% from $24.2 million; six-month net loss was $154.2 million.
  • Full-year 2026 revenue guidance is $375 million to $405 million, which the company said reflects removing new business revenue due to a shift in government acquisition methods.
  • Backlog was $592.0 million at June 30, 2026, down 8% from $642.3 million on March 31, 2026.
Read the filing on SEC.gov ↗
ELTXElicio Therapeutics, Inc. Aug 13, 4:06 PM ET

Elicio Therapeutics Q2 net loss narrows to $8.2 million; Phase 2 trial misses endpoint

Mixed earnings Written later 2.02

Elicio Therapeutics reported a second-quarter 2026 net loss of $8.2 million, down from $10.6 million a year earlier, and said its Phase 2 AMPLIFY-7P trial of ELI-002 7P did not meet its primary endpoint. The company plans a Phase 1 combination study in metastatic pancreatic cancer, anticipated to start in Q4 2026, and says its cash will support operations into the first quarter of 2027.

  • Net loss for Q2 2026 was $8.2 million, or $0.43 per share, versus $10.6 million, or $0.66 per share, in Q2 2025.
  • Cash and cash equivalents were $23.5 million as of June 30, 2026; a July 2026 registered direct offering raised approximately $15.0 million gross.
  • The Phase 2 AMPLIFY-7P trial did not meet its primary endpoint; the company continues to evaluate pre-specified subgroups, including the R0 resected population.
  • The Phase 1 combination study is anticipated to begin in Q4 2026.
Read the filing on SEC.gov ↗
LACLITHIUM AMERICAS CORP. Aug 13, 4:06 PM ET

Lithium Americas issues $150 million convertible debentures to YA II PN

Mixed financing Written later 1.012.033.02

On August 13, 2026, Lithium Americas completed the initial closing of a $150.0 million subordinated convertible debenture sale to YA II PN, Ltd., with a further $25.0 million available through delayed closings at the company's option. The debentures can convert into common shares at a discount to market price, and conversion is capped at 19.99% of outstanding shares unless stockholders approve a higher limit, so the deal could dilute existing shareholders while adding funding.

  • $150.0 million of debentures issued August 13, 2026 at 100% of principal, with a 5-year maturity and 5% annual interest
  • Conversion price is the lower of $4.56 or 95% of the lowest five-day VWAP, with a floor of $1.63 that can fall to $0.65 in certain circumstances
  • Cash principal repayments are capped at $35 million while Orion notes remain outstanding
  • Remaining $25.0 million may be sold in delayed closings upon exercise of the company's put right
Read the filing on SEC.gov ↗
PHParker-Hannifin Corp Aug 13, 4:05 PM ET

Parker-Hannifin closes $9.25 billion Filtration Group deal, takes on term loans

Neutral m&a Written later 2.012.03

Parker-Hannifin completed its acquisition of Filtration Group on August 13, 2026, for a cash purchase price of $9.25 billion, subject to a net working capital adjustment. The company borrowed $5.25 billion under a 364-Day delayed draw term loan and $2.50 billion under a Three-Year delayed draw term loan to help pay the purchase price and related fees and expenses.

  • Cash purchase price of $9.25 billion on a cash-free, debt-free basis, subject to a net working capital adjustment
  • Merger completed August 13, 2026, under the Merger Agreement signed November 10, 2025
  • Borrowed $5.25 billion under the 364-Day Credit Facility and $2.50 billion under the Three-Year Credit Facility on August 13, 2026
  • Credit agreements dated December 10, 2025, with Barclays Bank PLC and KeyBank National Association as administrative agents
Read the filing on SEC.gov ↗
HAWKHawkEye 360, Inc. Aug 13, 4:05 PM ET

HawkEye 360 Q2 revenue rises 87% to $49.8 million; swings to $15.3 million net loss

Mixed earnings Written later 2.028.01

HawkEye 360 reported second-quarter 2026 revenue of $49.8 million, up 87% from the prior-year period, but posted a net loss of $15.3 million compared with net income of $1.6 million a year earlier. The company also said all shares subject to IPO lock-up agreements will become eligible for sale in the public market on September 2, 2026, which could add selling pressure for shareholders.

  • Q2 2026 revenue of $49.8 million, up from $26.6 million; international revenue was $21.0 million, up 134%.
  • Net loss of $15.3 million versus net income of $1.6 million in Q2 2025; Adjusted EBITDA was $7.0 million versus $7.8 million.
  • Full-year 2026 outlook: total revenue of $215.0 million to $220.0 million and Adjusted EBITDA of $30.0 million to $36.0 million.
  • Lock-up shares become eligible for sale on September 2, 2026, subject to affiliate trading limits and the company's insider trading policies.
Read the filing on SEC.gov ↗
AMATAPPLIED MATERIALS INC /DE Aug 13, 4:03 PM ET

Applied Materials posts record Q3 revenue of $9.12 billion, up 25% year over year

Positive earnings Written later 2.02

Applied Materials reported record third-quarter fiscal 2026 revenue of $9.12 billion, up 25%, with GAAP diluted EPS of $3.17 (up 43%) and non-GAAP diluted EPS of $3.50 (up 41%). The company also forecast fourth-quarter revenue of $10.25 billion plus or minus $500 million and non-GAAP diluted EPS of $4.02 plus or minus $0.20, and said it is raising its calendar 2026 Semiconductor Systems revenue expectations.

  • Q3 revenue was $9.12 billion versus $7.30 billion a year earlier; GAAP net income was $2.54 billion.
  • Q3 GAAP gross margin was 50.3% and non-GAAP gross margin was 50.4%, a 13th consecutive quarter of year-over-year gross margin expansion.
  • Fourth-quarter fiscal 2026 outlook: total revenue of $10.25 billion (plus or minus $500 million) and non-GAAP diluted EPS of $4.02 (plus or minus $0.20).
  • In the quarter, the company returned $860 million to shareholders: $440 million in share repurchases and $420 million in dividends.
Read the filing on SEC.gov ↗
SPRYARS Pharmaceuticals, Inc. Aug 13, 4:03 PM ET

ARS Pharma Q2 2026 revenue rises to $33.7 million; net loss widens to $62.3 million

Mixed earnings Written later 2.02

ARS Pharma reported second quarter 2026 results and outlined a narrower commercial strategy focused on high-volume prescribers. Total revenue rose to $33.7 million from $15.7 million a year earlier, but the net loss widened to $62.3 million, or $0.63 per share, from $44.9 million, or $0.46 per share. The company expects second-half 2026 SG&A and R&D expenses of $114 million to $126 million and a path to cash flow breakeven by the end of 2027.

  • Total revenue of $33.7 million in Q2 2026, including $26.2 million of U.S. neffy net product revenue, versus $15.7 million in Q2 2025.
  • Net loss of $62.3 million, or $0.63 per share, versus $44.9 million, or $0.46 per share, in Q2 2025.
  • Second-half 2026 SG&A and R&D expenses guided to $114 million to $126 million, including stock-based compensation; cash-based expenses guided to $100 million to $110 million.
  • Cash, cash equivalents and short-term investments of $143.8 million as of June 30, 2026; Meg Smith joins as Chief Commercial Officer effective August 17, 2026.
Read the filing on SEC.gov ↗
HTFLHeartflow, Inc. Aug 13, 4:02 PM ET

Heartflow Q2 revenue rises 48% to $64.1 million; full-year revenue guidance raised

Mixed guidance Written later 2.02

Heartflow reported second-quarter 2026 revenue of $64.1 million, up 48% from a year earlier, and raised its full-year 2026 revenue guidance to $246 million to $250 million from $228 million to $232 million. GAAP net loss widened to $15.7 million from $9.2 million, though the prior-year period benefited from non-operating gains, and the per-share loss narrowed to $0.18 from $1.46 on a much larger share count. Shareholders get faster sales growth and a higher guidance range, offset by a larger GAAP operating loss.

  • Total revenue of $64.1 million, up 48%; U.S. revenue of $59.6 million and international and other revenue of $4.5 million
  • Gross margin of 83.0%, compared with 75.5% a year earlier
  • GAAP net loss of $15.7 million, or $(0.18) per share, compared with $9.2 million, or $(1.46) per share, a year earlier; operating loss widened to $17.9 million from $13.7 million
  • 2026 revenue guidance raised to $246 million to $250 million from $228 million to $232 million; non-GAAP gross margin guidance raised to about 82% from about 81%
Read the filing on SEC.gov ↗

AMS Q2 revenue rises 19% to $8.4 million; net loss widens to $514,000

Mixed earnings Written later 2.02

American Shared Hospital Services reported second-quarter 2026 revenue of $8.4 million, up 19% from a year earlier, while its net loss attributable to the company widened to $514,000, or $0.07 per diluted share, from $280,000, or $0.04 per share. After quarter end, the company entered a Third Amendment to its Credit Agreement and Forbearance Agreement with Fifth Third Bank and secured $2.0 million of subordinated financing from an entity controlled by its Executive Chairman.

  • Q2 revenue was $8.4 million, up from $7.1 million; Direct Patient Services revenue rose 40% to $4.9 million.
  • Q2 net loss attributable to the company was $514,000 ($0.07 per diluted share), versus $280,000 ($0.04) in Q2 2025, driven by $285,000 of legal costs and a $909,000 increase in credit loss allowance.
  • Subsequent to quarter end, the company signed a Third Amendment to its Credit Agreement and Forbearance Agreement with Fifth Third Bank.
  • The company secured $2.0 million of subordinated financing from RCS/TIG Holdings LLC, an entity controlled by Executive Chairman Ray Stachowiak.
Read the filing on SEC.gov ↗

Applied Industrial Technologies Q4 net income up 13.2%; FY27 EPS guidance $11.65-$12.15

Positive earnings Written later 2.02

Applied Industrial Technologies reported fiscal 2026 fourth-quarter net sales of $1.4 billion, up 10.4%, and diluted EPS of $3.17, up from $2.80 a year earlier. It also set fiscal 2027 guidance for EPS of $11.65 to $12.15 and total sales growth of 4.0% to 6.5%, and raised its intermediate targets to $7 billion in sales and a 14% EBITDA margin over the next five years, which may matter to shareholders as a signal of expected earnings growth.

  • Q4 FY26 net sales $1.4 billion, up 10.4%; organic sales up 9.7%
  • Q4 FY26 net income $118.6 million, or $3.17 per diluted share, up from $2.80
  • FY27 guidance: EPS $11.65 to $12.15, total sales growth 4.0% to 6.5%, EBITDA margin 12.5% to 12.8%
  • Full-year FY26 purchases of treasury shares totaled $317.2 million; long-term debt fell to $262.3 million from $572.3 million
Read the filing on SEC.gov ↗
ODYSOdysight.ai Inc. Aug 13, 9:27 AM ET

Odysight.ai H1 2026 revenue falls to $0.5 million; net loss widens to $9.5 million

Negative earnings Written later 2.02

Odysight.ai reported first-half 2026 revenue of $0.5 million, down from $2.4 million a year earlier, and a net loss of $9.5 million, up from $8.3 million. The company said revenue is expected to be weighted toward the second half as existing orders convert to deliveries, and backlog rose to $16.45 million as of the release date, including a first purchase order from Boeing.

  • Revenue was $0.5 million for the six months ended June 30, 2026, versus about $2.4 million in the prior-year period; the prior year included $1.86 million from a Fortune 500 medical company customer in Q1 2025.
  • Net loss was about $9.5 million for the six months, compared with about $8.3 million a year earlier; operating expenses were about $10.0 million versus $9.7 million.
  • Backlog was $14.1 million at June 30, 2026 and about $16.45 million as of August 13, 2026, including a first purchase order from Boeing in August 2026.
  • Cash was about $17.6 million at June 30, 2026, with no debt.
Read the filing on SEC.gov ↗
ADCTADC Therapeutics SA Aug 13, 9:14 AM ET

ADC Therapeutics Q2 net loss narrows to $16.6 million; FDA raises LOTIS-5 concerns

Mixed earnings Written later 2.027.01

ADC Therapeutics reported second-quarter 2026 net product revenue of $18.6 million, up from $18.1 million a year earlier, and a net loss of $16.6 million, or $0.11 per share, down from $56.6 million, or $0.50 per share. The company also said the FDA raised substantial concerns about the benefit-risk of the LOTIS-5 trial after a pre-sBLA meeting, and it is assessing its regulatory path, which affects shareholders' view of the future approval path for ZYNLONTA.

  • Q2 2026 net product revenue was $18.6 million versus $18.1 million in Q2 2025; six-month revenue was $38.7 million versus $35.5 million.
  • Q2 2026 net loss was $16.6 million ($0.11 per share) versus $56.6 million ($0.50 per share) a year earlier; total operating expenses fell 29% to $44.7 million.
  • The FDA noted substantial concerns about the LOTIS-5 benefit-risk profile; the company plans to provide an update on regulatory strategy and timing in the near future.
  • Cash and cash equivalents were $219.1 million at June 30, 2026, down from $261.3 million at December 31, 2025; the company expects a cash runway at least into 2028.
Read the filing on SEC.gov ↗
OPHCOptimumBank Holdings, Inc. Aug 13, 9:00 AM ET

OptimumBank raises annual earnings estimate to $1.00-$1.15 per share after record Q2

Positive guidance Written later 7.01

OptimumBank said on its Q2 2026 earnings call script that it reported record quarterly net income of $6.66 million, or $0.28 per diluted share, and that it expects to raise its forward-looking annual earnings estimate to approximately $1.00 to $1.15 per share. The company also said it exchanged its Series B and Series C Convertible Preferred Stock into nonvoting common stock, which it said had minimal impact on dilution.

  • Q2 2026 net income of $6.66 million, up 43% from the first quarter and 85% from the second quarter of 2025
  • Diluted EPS of $0.28 for the quarter; the company cited a current quarterly run rate of approximately $0.28 per share
  • Forward-looking annual earnings estimate raised to approximately $1.00 to $1.15 per share
  • Net interest income of $14.7 million and net interest margin of 4.57% for the quarter
Read the filing on SEC.gov ↗
LWAYLifeway Foods, Inc. Aug 13, 9:00 AM ET

Lifeway Foods Q2 sales hit record $66.9M, but net income falls to $0.1M

Mixed earnings Written later 2.02

Lifeway Foods reported second-quarter 2026 net sales of $66.9 million, up 24.1% from a year earlier and its highest quarterly total on record. Net income fell to $0.1 million, or $0.01 per diluted share, from $4.3 million, or $0.28 per share, as gross profit margin dropped to 19.5% from 28.6% on higher milk, packaging and transportation costs. Management said it expects gross margin and profitability to fully recover in 2027, but the filing gives no numeric forecast.

  • Net sales rose 24.1% year-over-year to $66.9 million, $3.9 million above the prior quarterly record.
  • Net income was $0.1 million, or $0.01 per diluted share, versus $4.3 million, or $0.28 per diluted share, a year earlier.
  • Gross profit margin fell to 19.5% from 28.6%, which the company attributes mainly to elevated milk prices.
  • Management expects gross margin and profitability to fully recover in 2027.
Read the filing on SEC.gov ↗
DWTXDogwood Therapeutics, Inc. Aug 13, 8:50 AM ET

Dogwood Therapeutics Q2 net loss rises to $11.5 million on impairment charge

Negative earnings Written later 2.02

Dogwood Therapeutics reported a second-quarter 2026 net loss attributable to common stockholders of $11.5 million, or $0.34 per share, compared with $3.8 million, or $1.99 per share, a year earlier. The loss increase reflects a $9.2 million non-cash IPR&D impairment, and the company reported no revenue in either period. The company said the impairment does not affect its cash runway, which it stated extends through the Phase 2b Halneuron readout in the fourth quarter of 2026.

  • Q2 2026 net loss of $11.5 million versus $3.8 million in Q2 2025; no revenue in either period
  • IPR&D impairment of $9.2 million in Q2 2026, partly offset by a $2.5 million deferred tax benefit, for a net impairment of $6.7 million
  • R&D expenses rose to $3.2 million from $2.6 million; G&A rose to $1.6 million from $1.3 million
  • Cash of $9.6 million at June 30, 2026, which the company says funds operations through the Phase 2b readout in Q4 2026
Read the filing on SEC.gov ↗
CADLCandel Therapeutics, Inc. Aug 13, 8:15 AM ET

Candel Therapeutics Q2 net loss widens to $38.9 million from $4.8 million

Negative earnings Written later 2.02

Candel Therapeutics reported a second-quarter 2026 net loss of $38.9 million, up from $4.8 million a year earlier, as research and development and general and administrative expenses rose and warrant liability fair value changes added $12.2 million of other expense. The company said its $201.6 million in cash and cash equivalents as of June 30, 2026, is expected to fund operations into the first quarter of 2028, and it plans to submit a BLA for aglatimagene in localized prostate cancer in the fourth quarter of 2026.

  • Q2 2026 net loss was $38.9 million, or $0.52 per share, versus a net loss of $4.8 million, or $0.09 per share, in Q2 2025
  • R&D expenses rose to $19.8 million from $7.0 million, and G&A expenses rose to $6.9 million from $4.2 million
  • Cash and cash equivalents were $201.6 million at June 30, 2026, compared with $119.7 million at December 31, 2025
  • Planned BLA submission for aglatimagene in localized prostate cancer is expected in Q4 2026
Read the filing on SEC.gov ↗
MGTXMeiraGTx Holdings plc Aug 13, 8:05 AM ET

MeiraGTx Q2 net income $160.7 million vs $38.8 million loss a year earlier

Positive earnings Written later 2.02

MeiraGTx reported second-quarter 2026 net income attributable to ordinary shareholders of $160.7 million, or $1.71 per diluted share, compared with a net loss of $38.8 million, or $0.48 per share, a year earlier. The result was driven mainly by $204.6 million of related-party license revenue from licenses granted to Reogen, while a $71.9 million loss on an equity method investee partly offset it.

  • Total revenue was $321.4 million for the quarter, versus $3.7 million in the second quarter of 2025.
  • License revenue of $204.6 million came from licenses granted to Reogen for the AAV-GAD and AAV-BDNF programs and the AAV-GAD delivery device.
  • Loss on equity method investee was $71.9 million, reflecting the company's share of Reogen's in-process research and development expenses.
  • Cash, cash equivalents and restricted cash were $145.4 million as of June 30, 2026.
Read the filing on SEC.gov ↗
GRCEGrace Therapeutics, Inc. Aug 13, 8:01 AM ET

Grace Therapeutics Q1 net loss widens to $15.8 million on $13.5 million impairment

Negative earnings Written later 2.02

Grace Therapeutics reported a net loss of $15.8 million, or $0.91 per share, for the three months ended June 30, 2026, up from $3.4 million, or $0.21 per share, a year earlier. The increase was mainly due to a $13.5 million impairment of in-process research and development tied to GTx-101 and GTx-102, which the company deprioritized in favor of GTx-104. The company also said cash and cash equivalents were $22.2 million as of August 11, 2026, and that existing cash is expected to last through the end of calendar 2028.

  • Net loss of $15.8 million, or $0.91 per share, versus $3.4 million, or $0.21 per share, in the same period of 2025
  • $13.5 million impairment of IPR&D for GTx-101 and GTx-102; no impairment was recorded for GTx-104 in the quarter
  • Cash and cash equivalents of $22.2 million as of August 11, 2026, with cash runway expected through the end of calendar 2028
  • Company announced a $10 million private placement and said it is pursuing a dual-source manufacturing strategy for the GTx-104 NDA resubmission
Read the filing on SEC.gov ↗
ARXAccelerant Holdings Aug 13, 7:57 AM ET

Accelerant to be acquired by Thoma Bravo for $20.25 per share in cash

Positive m&a Written later 2.028.01

Accelerant Holdings agreed to be acquired by Thoma Bravo in an all-cash deal with an enterprise value of more than $4 billion, pending the merger agreement's terms and conditions. The company also reported second-quarter 2026 results, with total revenues of $356.9 million and net income of $80.0 million, both up sharply from the prior-year quarter, but it will not hold an earnings call or issue guidance.

  • Shareholders to receive $20.25 per share in cash, a 49% premium to the August 12, 2026 closing price
  • Q2 2026 total revenues were $356.9 million, compared with $219.1 million in Q2 2025
  • Q2 2026 net income was $80.0 million, or $0.36 per diluted share, compared with $13.1 million, or $0.04, a year earlier
  • No earnings call and no third- or full-year 2026 guidance because of the pending transaction
Read the filing on SEC.gov ↗
MSGSMSG Knickerbockers Corp. Aug 13, 7:40 AM ET

MSG Sports Q4 revenue rises 37% to $278.7 million; operating income turns positive

Positive earnings Written later 2.02

MSG Sports reported fiscal fourth-quarter and full-year 2026 results, with revenue up 11% for the year to $1,153.8 million and operating income of $28.9 million, up from $14.8 million. The quarter swung to an operating income of $32.2 million from an operating loss of $22.6 million a year earlier, driven largely by playoff revenue after the New York Knicks won the 2025-26 NBA Championship. The company also said it expects to complete the proposed spin-off of its New York Rangers business by the end of October 2026, subject to conditions including board approval.

  • Q4 revenue of $278.7 million rose $74.8 million, or 37%, with playoff-related revenues up $66.9 million
  • Fiscal 2026 operating income of $28.9 million vs. $14.8 million; adjusted operating income of $58.7 million vs. $38.2 million
  • Fiscal 2026 net income of $7.8 million vs. a net loss of $22.4 million in fiscal 2025
  • Rangers spin-off expected by end of October 2026, subject to conditions including Company board approval
Read the filing on SEC.gov ↗
CRMDCorMedix Inc. Aug 13, 7:32 AM ET

CorMedix Q2 revenue rises to $101.9M; raises adjusted EBITDA guidance

Positive earnings Written later 2.02

CorMedix reported second-quarter 2026 revenue of $101.9 million, up from $39.7 million a year earlier, and net income of $26.0 million, up from $19.8 million. The company kept its full-year 2026 revenue guidance of $325 million to $345 million and raised its adjusted EBITDA guidance to $125 million to $140 million, which matters to shareholders because it signals stronger expected profitability.

  • Q2 2026 revenue of $101.9 million: $66.1 million from DefenCath and $35.8 million from the acquired Melinta portfolio
  • Q2 2026 net income of $26.0 million, or $0.33 basic and $0.29 diluted per share, versus $19.8 million in Q2 2025
  • Adjusted EBITDA of $58.7 million in Q2 2026 versus $22.4 million a year earlier; full-year adjusted EBITDA guidance raised to $125 million to $140 million
  • Full-year 2026 revenue guidance maintained at $325 million to $345 million; cash and short-term investments of $256.7 million at June 30, 2026
Read the filing on SEC.gov ↗
YSWYYesway, Inc. Aug 13, 7:30 AM ET

Yesway raises 2026 Adjusted EBITDA outlook to $235 million-$245 million

Positive earnings Written later 2.02

Yesway reported second-quarter 2026 results for the period ended June 30, 2026, with net income rising to $29.7 million from $24.2 million a year earlier and Adjusted EBITDA up 35.0% to $70.9 million. The company raised its full-year 2026 Adjusted EBITDA outlook to $235 million to $245 million from $210 million to $220 million, which is a positive sign for shareholders, though $13.4 million of net income was attributable to non-controlling interest, leaving $16.3 million for Yesway, Inc.

  • Revenues rose to $920.8 million for the quarter from $677.7 million in the prior-year period.
  • Adjusted EBITDA increased 35.0% year-over-year to $70.9 million; Store Contribution rose 29.5% to $87.7 million.
  • Net income attributable to Yesway, Inc. was $16.3 million, or $0.21 basic and diluted EPS, after $13.4 million attributable to non-controlling interest.
  • Same-store inside merchandise sales growth and new store openings guidance were reaffirmed; the 29 Iowa and Kansas stores are expected to be sold by year-end 2026.
Read the filing on SEC.gov ↗

ADI posts record Q2 revenue of $1,286 million; operating income down 56%

Mixed earnings Written later 2.02

ADI Global Distribution reported results for the quarter ended July 4, 2026, following its spin-off from Resideo on August 3, 2026. Net revenue rose 1% to a record $1,286 million and net income was $6 million, compared with a net loss of $283 million a year earlier, but income from operations fell 56% to $25 million and adjusted EBITDA fell 9% to $86 million. The company also issued its first standalone 2026 outlook, calling for full-year net revenue of $4,950 million to $5,000 million and adjusted standalone EBITDA (estimate) of $275 million to $295 million.

  • Net revenue of $1,286 million, up 1% year-over-year, with average daily sales growth of 2%
  • Net income of $6 million versus a net loss of $283 million in the prior-year quarter, which included a $331 million Indemnification Agreement expense
  • Income from operations of $25 million, down 56% from $57 million; adjusted EBITDA of $86 million, down 9% from $95 million
  • Full-year 2026 outlook: net revenue of $4,950 million to $5,000 million; adjusted standalone EBITDA (estimate) of $275 million to $295 million
Read the filing on SEC.gov ↗
LGNLegence Corp. Aug 13, 7:23 AM ET

Legence Q2 revenue rises 111% to record $1.26 billion; full-year guidance raised

Mixed earnings Written later 2.02

Legence Corp. reported record second-quarter 2026 revenue of $1.26 billion, up 110.7% from a year earlier, and raised its full-year 2026 revenue and Adjusted EBITDA guidance. The company still posted a net loss attributable to Legence of $27.8 million, or $0.37 per diluted share, after $41.1 million in goodwill and long-lived asset impairments, and its gross margin fell to 17.4% from 21.5%. For shareholders, the filing shows strong top-line growth and higher outlook alongside a wider GAAP loss and lower margins.

  • Net loss attributable to Legence was $27.8 million, or $0.37 per diluted share, compared with a net loss of $5.3 million in the second quarter of 2025.
  • Non-GAAP Adjusted EBITDA was $154.6 million, up 114.1% from $72.2 million a year earlier.
  • Goodwill impairment of $21.6 million and long-lived asset impairment of $19.5 million were recorded in the quarter.
  • Full-year 2026 revenue guidance was raised to $4.7 billion to $4.8 billion from $4.1 billion to $4.3 billion, and Adjusted EBITDA guidance to $565 million to $585 million from $470 million to $490 million.
Read the filing on SEC.gov ↗
PTHSPelthos Therapeutics Inc. Aug 13, 7:15 AM ET

Pelthos Q2 net product revenue rises 45% to $15.4 million; Q1 2026 results to be restated

Mixed earnings Written later 2.027.01

Pelthos reported second quarter 2026 net product revenue for Zelsuvmi of $15.4 million, up 45% from the first quarter, and a net loss of $23.4 million, narrower than the restated $25.1 million loss for the first quarter. The company also said its previously issued first quarter 2026 financial statements should no longer be relied upon and should be restated, and its stockholders' equity was a deficit of $(1.5) million at June 30, 2026.

  • Q2 2026 net product revenue was $15.4 million, up from $10.7 million in Q1 2026, a 45% increase
  • Q2 2026 net loss was $(23.4) million versus a restated $(25.1) million in Q1 2026; Adjusted EBITDA was $(5.7) million versus $(8.0) million
  • Q1 2026 financial statements should no longer be relied upon, per a separate Item 4.02 filing referenced in this 8-K
  • Total stockholders' equity was $(1.5) million at June 30, 2026, compared with $38.9 million at December 31, 2025; cash was $24.2 million
Read the filing on SEC.gov ↗

Alliance Laundry raises 2026 EBITDA guidance as Q2 revenue rises 7% to $477 million

Positive earnings Written later 2.02

Alliance Laundry Holdings reported second-quarter 2026 net revenue of $477 million, up 7%, and net income of $69 million, up from $31 million a year earlier. The company raised its full-year 2026 Adjusted EBITDA growth guidance to +8% to 10%, from +7% to 8%, and now expects net leverage of 2.0x by year end. Revenue guidance was unchanged.

  • Q2 2026 net revenue was $477 million, up from $447 million, with Adjusted EBITDA up 12% to $134 million.
  • Net income was $69 million versus $31 million a year earlier; Adjusted Net income rose about 55% to $83 million.
  • 2026 Adjusted EBITDA growth guidance raised to +8% to 10%; revenue growth guidance kept at +6% to 7%.
  • The company repaid $50 million of debt in the quarter, reducing net leverage to 2.4x; total debt was $1.25 billion as of June 30, 2026.
Read the filing on SEC.gov ↗
MWHSOLV Energy, Inc. Aug 13, 7:09 AM ET

SOLV Energy raises 2026 guidance as Q2 revenue rises 77% to $951 million

Positive guidance Written later 2.02

SOLV Energy reported second-quarter 2026 revenue of $951 million, up 77% from a year earlier, and net income of $67 million, compared with $45 million. The company raised its full-year 2026 guidance, with revenue now expected at $3.87 billion to $3.97 billion, up from $3.72 billion to $3.82 billion. Gross margin fell to 14.7% from 21.1%, though the company attributed part of that decline to a change in how certain bonus expenses are classified.

  • Q2 2026 revenue $951 million vs. $536 million in Q2 2025; first-half revenue $1.63 billion, up 72%
  • Q2 2026 net income $67 million vs. $45 million; first-half net income $39 million vs. $44 million, which includes a $52 million one-time non-cash compensation charge
  • Full-year 2026 adjusted EBITDA guidance raised to $485 million to $505 million from $435 million to $455 million
  • Roberson Waite Electric acquisition closed July 1, 2026 for $40.9 million in cash, plus up to $9.0 million payable in later years
Read the filing on SEC.gov ↗
12

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.