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).
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.
Binah Capital Group reported second-quarter 2026 results, with total revenue of $46.5 million, up 12.1% from $41.5 million a year earlier, and GAAP net income of $0.3 million, compared with a net loss of $0.7 million in the prior-year quarter. Assets under management reached $31.6 billion, up 13.4% year over year, and the filing gives no guidance for future periods, so shareholders can weigh these figures against the company's continued growth in its advisory and brokerage business.
Total revenue of $46.5 million for the quarter ended June 30, 2026, up 12.1% from $41.5 million
GAAP net income of $0.3 million versus a net loss of $0.7 million a year earlier; diluted EPS was $(0.00) versus $(0.06)
Assets under management of $31.6 billion, up 13.4% from $27.8 billion; adjusted EBITDA of $1.2 million, up 21%
Cash and equivalents of $10.5 million and long-term debt of $17.3 million as of June 30, 2026
Idaho Strategic Resources reported second-quarter 2026 revenue of $10,732,335, up 13.25% from a year earlier, with net income attributable to the company up 31.95% to $3,651,596. The company said a wildfire halted milling at its New Jersey mill for about a week in June and that a change in mining method and grade variations affected the quarter, and all-in sustaining cost per ounce rose 16.08% to $2,261.81.
Revenue was $10,732,335 for Q2 2026, up 13.25% from $9,476,739 in Q2 2025.
Net income attributable to IDR was $3,651,596, up 31.95%; EPS was $0.23 versus $0.20.
Average flotation feed grade fell 20.86% to 7.89 gpt; ounces produced rose 1.23% to 3,047.
All-in sustaining cost per ounce rose 16.08% to $2,261.81; average realized gold price was $4,277.53, up 32.70%.
Interlink Electronics reported results for the quarter ended June 30, 2026. Revenue rose 10% to $3.77 million, and net income was $248,000, compared with $100,000 a year earlier. The company also said it is exploring debt financing for a pending acquisition it expects to complete by the end of October 2026.
Q2 2026 revenue was $3.77 million, up 10.4% from $3.41 million in Q2 2025
Q2 2026 net income was $248,000 versus $100,000 a year earlier; first-half net loss narrowed to $90,000 from $705,000
Q2 2026 gross margin was 44.4%, down from 45.0%; first-half gross margin rose to 44.0% from 40.9%
Acquisition announced in May 2026 is expected to close by the end of October 2026; company is exploring debt financing options
Instil Bio reported a second-quarter 2026 net loss of $4.3 million, or $0.63 per share, down from $21.4 million, or $3.24 per share, a year earlier. The company had $69.9 million in cash and marketable securities at June 30, 2026, down from $76.3 million at December 31, 2025, and expects that balance to fund its operating plan beyond 2027. Shareholders are seeing a much smaller loss, but the company is also evaluating acquisitions and in-licensing deals that could change its spending.
Q2 2026 net loss was $4.3 million ($0.63 per share), versus $21.4 million ($3.24 per share) in Q2 2025.
In-process R&D expense was nil in Q2 2026, compared with $10.0 million in Q2 2025.
Cash, cash equivalents, restricted cash and marketable securities were $69.9 million at June 30, 2026, versus $76.3 million at December 31, 2025.
Instil is evaluating potential acquisitions, in-licensing and related opportunities.
Nuwellis reported second-quarter 2026 net sales of $2.0 million, up 14% from the prior-year quarter, and gross margin of 76% versus 56% a year earlier. The net loss narrowed to $4.8 million from $12.6 million, though it included about $1.7 million of non-cash warrant valuation expense. The company said about $12.7 million in gross proceeds from June and July financings and warrant exercises extends its cash runway through the second quarter of 2027.
Q2 net sales $2.0 million, up 14%; U.S. revenue up 17%
Q2 gross margin 76%, compared with 56% in the prior-year quarter
Q2 net loss $4.8 million, versus $12.6 million; includes about $1.7 million non-cash warrant expense
Cash of $3.9 million at June 30, 2026; about $12.7 million gross raised in June and after quarter-end
Gemini reported second-quarter 2026 total revenue of $45.5 million, up 37% from a year earlier, and a net loss of $107.7 million, down 19% from $133.2 million. Exchange revenue fell 38% amid a softer crypto market, while the company said its services and cost initiatives drove growth and lower expenses. Adjusted EBITDA worsened to a loss of $74.0 million, mainly due to losses on bitcoin received in a May 2026 private placement.
Total revenue was $45.5 million versus $33.3 million in Q2 2025; exchange revenue fell 38% to $12.5 million.
Net loss was $107.7 million versus $133.2 million; loss per share was $(0.89) versus $(27.08).
Adjusted EBITDA loss widened to $74.0 million from $51.9 million a year earlier.
A $16.1 million provision for credit losses on the credit card portfolio was tied to an identity fraud event; an earnings call is set for August 14, 2026 at 8:30 a.m. E.T.
CPI Aerostructures reported results for the quarter ended June 30, 2026, with revenue of $17.6 million, up from $15.2 million a year earlier, and net income of $0.7 million, or $0.05 per diluted share, compared with a net loss of $1.3 million in the same quarter of 2025. For the six months, revenue was $34.9 million and net income was $1.9 million, compared with a net loss of $2.6 million a year earlier, and the company cited a total backlog of $533 million.
Q2 2026 revenue of $17.6 million vs. $15.2 million in Q2 2025; gross margin of 22.0% vs. 4.4%
Q2 2026 net income of $0.7 million ($0.05 per diluted share) vs. net loss of $1.3 million ($0.10 loss per share)
Six months 2026 net income of $1.9 million vs. net loss of $2.6 million; adjusted EBITDA of $3.5 million vs. $(2.5) million
Total backlog of $533 million, including $433 million unfunded backlog of future orders
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.
Life Time, Inc. and certain subsidiaries entered into a Sixteenth Amendment to their credit agreement on August 12, 2026, refinancing the $985 million 2026 Term Loan Facility. The interest rate margin falls 0.25 percentage points to 1.75%, and with interest rate swaps the effective fixed rate is now 5.159%. The loan still matures on November 5, 2031, so the change lowers borrowing costs without extending the debt's term.
Amendment dated August 12, 2026 covers the $985 million 2026 Term Loan Facility
Interest rate margin reduced by 0.25% to 1.75%
Effective fixed interest rate, including swaps, is now 5.159%
Loans were issued at par with no original issue discount; maturity remains November 5, 2031
Cibus reported second-quarter 2026 results, with revenue of $994,000 versus $933,000 a year earlier and a net loss of $22.1 million versus $26.6 million. Loss per Class A share was $0.29 compared with $0.61, and the company said it expects cash to fund planned operations into early in the first quarter of 2027. Shareholders get a smaller loss and higher revenue, but cash of $20.4 million remains limited and the company may pursue financing.
Q2 2026 revenue was $994,000 versus $933,000 in Q2 2025; net loss was $22.1 million versus $26.6 million.
Net loss per Class A share was $0.29 versus $0.61 a year earlier, which the company attributed mainly to cost reduction initiatives and higher weighted average shares.
Cash and cash equivalents were $20.4 million as of June 30, 2026; the company expects this to fund operations into early Q1 2027 before any potential financing.
The company expects an annual net cash usage run-rate of about $35 million exiting 2026. Craig Wichner was appointed CEO effective June 8, 2026.
Dillard's reported net income of $97.7 million, or $6.25 per share, for the 13 weeks ended August 1, 2026, up from $72.8 million, or $4.66 per share, a year earlier. The results include $37.2 million in IEEPA tariff refunds, and total retail sales rose 1%, so both sales and profit improved for shareholders.
Net income was $97.7 million, or $6.25 per share, versus $72.8 million, or $4.66 per share, in the prior-year second quarter.
Total retail sales rose 1% to $1.455 billion, and comparable store sales also rose 1%.
Net income includes $37.2 million in IEEPA tariff refunds ($1.82 per share after tax); the company does not expect additional significant refunds.
Retail gross margin was 40.9% of sales, compared with 38.1% a year earlier; operating expenses rose to $443.6 million from $434.2 million.
Assembly Biosciences reported second quarter 2026 results, with collaboration revenue from Gilead rising to $13.4 million from $9.6 million and net loss falling to $3.9 million, or $0.20 per share, from $10.2 million, or $1.33 per share. The company completed $115 million in gross financing and said its cash position is projected to fund operations into 2029, which supports its pipeline programs.
Collaboration revenue was $13.4 million for the quarter ended June 30, 2026, compared with $9.6 million a year earlier, including a $5.1 million cumulative catch-up adjustment.
Net loss attributable to common stockholders was $3.9 million, or $0.20 per share, versus $10.2 million, or $1.33 per share, in the same period of 2025.
Cash, cash equivalents and marketable securities were $320.4 million at June 30, 2026, up from $226.6 million at March 31, 2026.
Completed $115 million gross financing; GS-1179 is expected to start a Phase 2 trial by year-end 2026.
Rani Therapeutics reported second-quarter 2026 results with contract revenue of $1.7 million, up from none a year earlier, and a net loss of $8.4 million, down from $11.2 million. Cash and marketable securities rose to $53.4 million, which the company says will fund operations at least through 2027, though the net loss attributable to Rani shareholders increased to $7.4 million from $6.7 million.
Q2 2026 contract revenue was $1.7 million, compared with no contract revenue in Q2 2025, primarily from the Chugai collaboration.
Net loss per Class A share attributable to Rani was $(0.04) for Q2 2026, compared with $(0.18) for Q2 2025.
Cash, cash equivalents and marketable securities totaled $53.4 million at June 30, 2026, up from $43.4 million at March 31, 2026, after a $20.0 million registered direct offering in May 2026.
Equillium reported a second-quarter 2026 net loss of $4.7 million, or $(0.04) per share, compared with $5.7 million, or $(0.16) per share, a year earlier. The company said its $57.2 million in cash is expected to fund planned operations into 2029, and it reiterated that a Phase 1 study of EQ504 is expected to begin in the fourth quarter of 2026.
Net loss for Q2 2026 was $4.7 million, or $(0.04) per basic and diluted share, versus $5.7 million, or $(0.16) per share, in Q2 2025.
R&D expenses were $2.8 million, down from $4.1 million a year earlier; G&A expenses were $2.4 million, up from $2.1 million.
Cash and cash equivalents were $57.2 million as of June 30, 2026, down from $61.3 million as of March 31, 2026.
Weighted-average shares outstanding were 111,805,635 in Q2 2026, compared with 35,719,317 in Q2 2025.
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.
ImmuCell reported unaudited results for the quarter ended June 30, 2026, with product sales up 11.5% to $7.2 million and net income of $1.8 million, or $0.20 per diluted share, versus $0.5 million, or $0.06 per basic share, a year earlier. Gross margin fell to 33.9% from 43.7%, and net income includes a one-time $2 million settlement payment from a former contract manufacturer.
Product sales rose 11.5% to approximately $7.2 million in Q2 2026, compared with the quarter ended June 30, 2025.
Gross margin declined to 33.9% of product sales from 43.7%, which the company attributed to lower manufacturing volumes, scrap from a quality issue with a purchased material, and shifted costs from the discontinued Re-Tain program.
Adjusted EBITDA was $2.7 million, compared with $1.4 million a year earlier; cash and cash equivalents rose to $8.9 million at June 30, 2026, from $3.8 million at December 31, 2025.
The company plans a capacity expansion of about $3.5 million (freeze-drying, first phase) and about $4.5 million (colostrum liquid processing, second phase), to be financed with cash on hand and cash from operations.
Newsmax reported record second-quarter 2026 revenue of $54.1 million, up 16.5% year over year, and its first quarterly net income since becoming a public company, at $2.9 million or $0.02 per share. The prior-year quarter had a net loss of $75.2 million, which included $68.4 million of other corporate matters. The company reiterated its full-year 2026 revenue guidance of $212 million to $216 million.
Total revenue was $54.1 million for the quarter ended June 30, 2026, up from $46.4 million a year earlier.
Broadcasting licensing revenue rose to $4.6 million from $0.7 million, and affiliate fee revenue rose to $13.4 million from $7.3 million.
Adjusted EBITDA was $5.7 million, compared with a loss of $3.8 million in the second quarter of 2025.
The company ended the quarter with $128.3 million in cash and short-term investments and reiterated full-year 2026 revenue guidance of $212 million to $216 million.
MultiSensor AI reported second-quarter 2026 revenue of $1.7 million, up 19% from a year earlier, and a net loss of $2.5 million, down 26%. Software revenue rose 85%, but cash fell from $24.4 million at December 31, 2025 to $21.0 million at June 30, 2026.
Revenue was $1.7 million versus $1.4 million in Q2 2025; software revenue rose 85% to $0.7 million.
Net loss was $2.5 million, or $1.19 per share, versus $3.3 million, or $3.96 per share, a year earlier; per-share figures reflect the 1-for-40 reverse stock split on April 13, 2026.
Cash and cash equivalents were $21.0 million at June 30, 2026, compared with $24.4 million at December 31, 2025.
A large global distributor renewed its subscriptions and issued purchase orders for a first rollout at 10 sites in North America, with installations expected to begin in the second half of 2026.
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.
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
Innovative Solutions & Support reported fiscal third-quarter 2026 results for the period ended June 30, 2026. Net sales rose 10.7% to $26.7 million, and net income rose to $4.5 million, or $0.25 per diluted share, from $2.4 million, or $0.14, a year earlier. The company also reported that it completed its acquisition of Aydin Displays in July 2026 and expects to finish fiscal 2026 on a positive note.
Net sales were $26.7 million, up 10.7% from $24.1 million in the prior-year quarter.
Gross margin was 51.7%, up from 35.6%, and net income was $4.5 million, or $0.25 per diluted share, versus $0.14 a year earlier.
Adjusted EBITDA was $7.7 million, up from $4.4 million, and total backlog was $82.9 million as of June 30, 2026.
Net debt was $43.8 million, a net debt to trailing twelve-month Adjusted EBITDA ratio of 1.4x; the company completed the Aydin Displays acquisition in July 2026.
Comstock Holding Companies reported second-quarter 2026 revenue of $22.6 million, up 74% from a year earlier, and net income of $8.8 million, up 512%. The net income figure includes a $4.3 million gain on its Jericho Energy Ventures equity investments, and the company says its managed portfolio grew to 108 assets from 82. The filing gives no numeric guidance, though the investor presentation says management expects the upward trajectory to continue in 2026 and beyond.
Q2 2026 revenue was $22.6 million versus $13.0 million in Q2 2025; six-month revenue was $40.0 million, up 56%.
Q2 net income was $8.8 million versus $1.4 million, including a $4.3 million gain on Jericho Energy Ventures equity investments.
Q2 diluted earnings per share were $0.84 versus $0.14; Adjusted EBITDA was $7.4 million, up 231%.
Managed portfolio totaled 108 assets, up from 82 a year earlier; the filing gives no numeric revenue or earnings guidance.
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
Biofrontera reported second-quarter 2026 net product revenue of $12.0 million, up 32.9% from a year earlier, and a net loss of $0.6 million, compared with $5.3 million in the prior-year quarter. The company attributed its gross margin rise to 80% from 71% mainly to a lower Ameluz cost structure following its October 2025 strategic transaction with Biofrontera AG. The filing also notes an ITC exclusion order on its RhodoLED XL lamp, effective July 7, 2026, and cash of $4.7 million as of June 30, 2026.
Net product revenue was $12.0 million for Q2 2026, up $3.0 million, or 32.9%, from $9.0 million.
Gross margin was 80% versus 71%; net loss was $0.6 million, or $(0.05) per share, versus $5.3 million, or $(0.57) per share.
An ITC exclusion order on the RhodoLED XL lamp took effect July 7, 2026; the company says it is pursuing a remediation plan for a modified lamp.
Cash and cash equivalents were $4.7 million at June 30, 2026; total stockholders' equity was $6.0 million, down from $10.5 million at December 31, 2025.
FitLife Brands reported second-quarter 2026 results on August 13, 2026, with revenue up 65% to $26.5 million and net income up 12% to $2.0 million, both driven mainly by the Irwin Naturals acquisition completed August 8, 2025. Gross margin fell to 37.0% from 42.8%, and revenue from the legacy brands dropped 23%, so shareholders are weighing stronger totals against weaker margins and legacy sales. The filing also reports that five directors were elected and Weinberg & Company was ratified as auditor at the August 11, 2026 annual meeting.
Total revenue was $26.5 million, up 65% from $16.1 million a year earlier, mainly due to Irwin Naturals
Net income was $2.0 million, up from $1.7 million; diluted EPS was $0.20 versus $0.18
Gross margin fell to 37.0% from 42.8%, which management attributes mainly to the lower-margin Irwin acquisition
Legacy FitLife revenue fell 23% to $12.4 million; net debt was $37.0 million at June 30, 2026
Pulmatrix reported a second quarter 2026 net loss of $1.0 million, or $0.29 per share, down from $1.5 million, or $0.42 per share, a year earlier, as general and administrative expenses fell. Cash and cash equivalents were $2.2 million at June 30, 2026, down from $4.1 million at December 31, 2025, and the company said clinical development is on hold while it works to license or monetize its clinical assets. The proposed merger with Eos SENOLYTIX is still expected to close in the third quarter of 2026, subject to customary closing conditions.
Net loss for the three months ended June 30, 2026 was $1.0 million ($1,036 thousand), compared with $1.5 million in the same period of 2025
General and administrative expenses were $1.0 million, down about $0.5 million from $1.5 million a year earlier
Cash and cash equivalents were $2.2 million at June 30, 2026, versus $4.1 million at December 31, 2025, and the company said this is sufficient to fund operations at least through the anticipated merger closing
Merger with Eos SENOLYTIX, announced March 26, 2026, is anticipated to close in the third quarter of 2026; Form S-4 was initially filed July 9, 2026 and amended August 3, 2026
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.
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
IREN announced that Horizon 1, the first of four 50MW AI Cloud deployments for Microsoft at its Childress, Texas campus, has been delivered and accepted, and that it achieved NVIDIA Exemplar Cloud status on GB300 NVL72. The filing ties the deliveries to a five-year, $9.7 billion cloud services contract announced in November 2025, and it does not report financial results for the period.
Horizon 1 delivered to and accepted by Microsoft; first of four 50MW (IT load) deployments scheduled for 2026 at Childress, Texas
Company achieved NVIDIA Exemplar Cloud status on GB300 NVL72 following NVIDIA testing at Horizon 1
Company continues to target 480MW (gross) AI Cloud capacity in 2026 and 1.2GW (gross) in 2027; Horizons 2 - 4 are to be delivered later this year
MiNK Therapeutics reported second-quarter 2026 results, with a net loss of $3.1 million, or $0.62 per share, compared with $4.2 million, or $1.06 per share, a year earlier. Cash and cash equivalents fell to $8.8 million as of June 30, 2026, down from $13.4 million at December 31, 2025, which matters to shareholders because it reflects the company's funding position.
Q2 2026 net loss was $3.1 million ($0.62 per share), down from $4.2 million ($1.06 per share) in Q2 2025.
Six-month net loss was $5.9 million ($1.20 per share), compared with $7.0 million ($1.76 per share) a year earlier.
Cash and cash equivalents were $8.8 million at June 30, 2026, versus $9.5 million at March 31, 2026 and $13.4 million at December 31, 2025.
The company attributes the year-over-year improvement to expense discipline; additional data from the C-1300-02 trial are expected in early 2027.
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
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
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.
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.
LENSAR reported second-quarter 2026 revenue of $16.5 million, up 18% from a year earlier, and net income of $3.5 million compared with a net loss of $1.8 million in the second quarter of 2025. The company said net income was helped by improved revenue, lower operating expenses and a $1.1 million tariff refund, and that it placed 10 ALLY Systems in the quarter, ending with a backlog of 13.
Total revenue of $16.5 million versus $13.9 million, up 18%; recurring revenue of $13.7 million, up 20%
Net income of $3.5 million versus a net loss of $1.8 million; diluted EPS of $0.10 versus $(0.15)
Adjusted EBITDA of $3.6 million versus $(0.3) million a year earlier
Cash, cash equivalents and investments of $13.6 million at June 30, 2026, down from $18.0 million at December 31, 2025
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
Aveanna Healthcare filed an August 2026 investor presentation under Form 8-K showing second-quarter 2026 revenue of $670.5 million, up 13.7% from $589.6 million a year earlier. Adjusted EBITDA, a non-GAAP measure, rose 8.0% to $95.4 million, though gross margin as a percentage of revenue was lower than in the prior-year quarter, and the company reiterated 2026 guidance of more than $2.68 billion in revenue and more than $365 million in adjusted EBITDA.
Q2 2026 revenue $670.5 million, up 13.7% from $589.6 million in Q2 2025
Q2 2026 gross margin $218.5 million, up 3.7%; adjusted EBITDA $95.4 million, up 8.0%
Free cash flow of $75.4 million for 2026 to date, a $38.5 million improvement over 2025
2026 guidance: revenue above $2.68 billion and adjusted EBITDA above $365 million
Aebi Schmidt reported second-quarter 2026 results for the period ended June 30, 2026, with net sales of $496m, up 9% from a year earlier, and net income of $10.5m compared with a loss of $7.9m in Q2 2025. Adjusted EBITDA rose 22% to $42.1m, and the company confirmed its full-year 2026 guidance, though it slightly updated its year-end leverage target to 2.0x or slightly above. For shareholders, sales, profit and order backlog all improved, while the leverage target was modestly revised.
Net sales of $496m in Q2 2026, up 9% vs Q2 2025; order intake of $516m, up 16%
Net income of $10.5m vs a $7.9m loss in Q2 2025; adjusted EBITDA of $42.1m, up 22%, or 8.5% of net sales
Full-year 2026 guidance confirmed: net sales of $1.95b to $2.15b and adjusted EBITDA of $175m to $195m
Net debt of $450m at June 30, 2026; leverage of 2.72x vs 3.28x a year earlier; year-end 2026 leverage now expected at 2.0x or slightly above
Lithium Americas reported second-quarter 2026 net income of $1.7 million, compared with a net loss of $13.2 million a year earlier, and net income of $6.3 million for the first six months versus a loss of $24.8 million. The company said it is still targeting $1.3 billion to $1.6 billion of fiscal 2026 Capex for Thacker Pass Phase 1 and will finalize a definitive capital estimate by the end of Q3 2026, which may change the cost outlook shareholders have been watching.
Q2 2026 net income of $1.7 million versus a net loss of $13.2 million in Q2 2025; diluted EPS of $(0.02) versus $(0.06)
Six-month net income of $6.3 million versus a net loss of $24.8 million in the same period of 2025
Fiscal 2026 Thacker Pass Phase 1 Capex target of $1.3 billion to $1.6 billion; tariff exposure estimated at $80 million to $100 million
On August 5, 2026, agreed to Yorkville Debentures of $150 million at the initial closing, with up to $25 million more at the company's discretion
SBC Medical Group Holdings reported second-quarter 2026 revenue of $49 million, up 13% year over year, and net income attributable to the company of $11 million, up 335%. Over the first half, revenue rose 2% to $92 million, but net income attributable to the company fell 8% to $22 million, so the quarterly gain does not yet show up in the six-month totals.
Q2 2026 basic EPS was $0.10, versus $0.02 in Q2 2025; first-half basic EPS was $0.21, down 9% from $0.23.
Q2 2026 Adjusted EBITDA was $20 million, up 32%, with an Adjusted EBITDA margin of 41%.
The company said its fee revisions could add approximately $15 million in annual service fees if their impact is realized for a full year.
As of June 30, 2026, cash and cash equivalents were $184 million; the company also posted investor presentations on August 13, 2026.
Tapestry reported fiscal 2026 fourth-quarter revenue of $1.88 billion, up 9% reported, and non-GAAP diluted EPS of $1.32, up 28%. The company also raised its quarterly dividend 16% to $0.4625 per share and issued a fiscal 2027 outlook calling for revenue of $8.4 billion to $8.5 billion and EPS of $7.80 to $7.90.
Q4 GAAP diluted EPS was $1.68, versus a loss of $(2.49) a year earlier; certain items added $0.36 to Q4 EPS, including IEEPA tariff refunds.
Full-year fiscal 2026 net sales were $8.00 billion, up 14%, and non-GAAP diluted EPS was $7.05, up 38%.
The Board approved a quarterly dividend of $0.4625 per share, payable September 21, 2026, to holders of record on September 4, 2026.
Tapestry expects to repurchase $1.35 billion of common stock in fiscal 2027 and first-quarter fiscal 2027 EPS of approximately $1.55.
Figure Technology Solutions reported second-quarter 2026 results, with net revenue up 113% year over year to $226 million and net income up 192% to $87 million. Diluted earnings per share were $0.35, compared with $0.08 a year earlier. The company also gave third-quarter guidance of $4.8 billion to $5.2 billion for Consumer Loan Marketplace volume and said its pending Kiavi acquisition remains on track to close in the second half of 2026.
Net income rose 192% to $87 million in the quarter, and net income margin was 38.8%.
Consumer Loan Marketplace volume was $4.3 billion, up 132% from the prior year.
Third-quarter 2026 guidance for Consumer Loan Marketplace volume is $4.8 billion to $5.2 billion.
The Kiavi, inc. acquisition is expected to close in the second half of 2026.
AleAnna reported second quarter 2026 results with revenue of $10.2 million, up from $4.0 million a year earlier, and net income of $3.8 million, compared with $0.6 million. Revenue growth came mainly from sales of its share of production from the Longanesi field, and the company ended the quarter with $32.6 million in cash. The results show a sharp year-over-year improvement in both revenue and profit for shareholders.
Q2 2026 revenue was $10.2 million, versus $4.0 million in Q2 2025.
Net income was $3.8 million, versus $0.6 million; basic and diluted EPS was $0.06, versus $0.01.
Adjusted EBITDA, a non-GAAP measure, was $4.1 million, versus $0.8 million.
Construction commenced on the Gradizza field development project during Q2 2026, which the company says is expected to be its first wholly owned and operated production asset.
Wolverine World Wide reported second-quarter 2026 revenue of $506.4 million, up 6.8% from a year earlier, and diluted earnings per share of $0.37 versus $0.32. The company raised its full-year 2026 revenue, diluted EPS and adjusted EPS outlook, while gross margin fell 70 basis points to 46.5%.
Q2 2026 diluted EPS was $0.37 vs. $0.32 a year earlier; adjusted diluted EPS was $0.40 vs. $0.35.
Full-year 2026 diluted EPS outlook raised to $1.48 to $1.58 from $1.39 to $1.54; adjusted EPS outlook raised to $1.55 to $1.65 from $1.43 to $1.58.
Full-year 2026 revenue outlook raised to $1.980 billion to $2.000 billion from $1.960 billion to $1.985 billion.
Gross margin was 46.5% vs. 47.2%, mainly reflecting higher U.S. tariffs; the company expects full-year gross margin of about 46.9%.
Global Net Lease completed its acquisition of Modiv Industrial on August 12, 2026, adding a portfolio the company values at $535 million. Modiv common stock holders received 1.975 GNL shares per share, and preferred holders received $25.00 in cash per share plus accrued dividends. The company says the deal is expected to be immediately 4% accretive to AFFO per share and leverage neutral, and it raises industrial exposure to approximately 50% of straight-line rent.
Completed August 12, 2026; Modiv common stock converted into 1.975 GNL common shares per share
GNL will issue approximately 20,387,757 common shares and pay approximately $42.3 million to Modiv preferred holders
Expected to be immediately 4% accretive to AFFO per share; weighted average remaining lease term extends from 5.7 to 6.6 years pro forma
Modiv common and preferred stock delisted from the NYSE; GNL continues to trade under GNL
Rockwell Medical reported second-quarter 2026 results on August 13, 2026. Net sales rose 11% to $17.8 million from $16.1 million a year earlier, and the net loss narrowed to $1.2 million from $1.5 million. The company reiterated its full-year 2026 guidance, including net sales of $70.0 million to $75.0 million.
Q2 2026 net sales were $17.8 million, up 11% from $16.1 million in Q2 2025.
Net loss for the quarter was $1.2 million, or $(0.34) per share, versus a net loss of $1.5 million, or $(0.48) per share, a year earlier.
Gross margin was 18%, up from 16% a year earlier; cash and investments were $24.8 million at June 30, 2026.
2026 guidance reiterated: net sales $70.0 million to $75.0 million, gross margin 18% to 22%, Adjusted EBITDA $1.0 million to $2.0 million, and positive operating cash flow.
YETI reported fiscal second quarter 2026 net sales up 9% to $483.9 million, and GAAP diluted EPS up 54% to $0.94. The company raised its 2026 adjusted EPS outlook to $2.94 to $3.00 from $2.83 to $2.89, while adjusted operating income fell 7% in the quarter. Results include a $45.6 million IEEPA tariff refund benefit, and the company repurchased $130.0 million of shares.
Net sales rose 9% to $483.9 million; GAAP diluted EPS rose 54% to $0.94, including an approximately $0.40 net tariff benefit.
Adjusted EPS rose 2% to $0.67; adjusted operating income fell 7% to $68.2 million.
2026 adjusted EPS outlook raised to $2.94 to $3.00; 2026 sales growth outlook maintained at 7% to 8%.
Repurchased 2.8 million shares for $130.0 million; about $370.0 million remained under the $500 million authorization as of July 4, 2026.
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.