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i3 Verticals Fiscal Q3 2026 Earnings: Recurring Revenue Grew but Guidance Was Cut
i3 Verticals reported fiscal Q3 2026 revenue from continuing operations of $53.1 million, up 2.2% year over year, and diluted EPS of $0.19 versus a $0.03 loss. Adjusted EBITDA rose 4.6% to $13.3 million, while ARR increased 8.3% to $174.1 million. Lower operating expenses narrowed the operating loss, but management cited weak non-recurring revenue and implementation delays, then reduced fiscal 2026 revenue and adjusted EBITDA guidance. Nine-month operating cash flow improved, although cash declined and long-term debt increased from the fiscal year-end.
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Thu, Aug 6
Transcontinental Realty Investors Q2 2026 Earnings: Lease-Up Costs Deepen the Operating Loss
Transcontinental Realty Investors’ Q2 2026 revenue rose approximately 5.8% to $12.9 million, while diluted EPS swung to a $0.13 loss from earnings of $0.02 a year earlier. The company reported a $2.3 million operating loss, compared with $0.8 million, as higher costs at lease-up properties more than offset added multifamily and commercial revenue. Stabilized occupancy was 81%, including 93% for multifamily and 58% for commercial properties. A weaker net interest contribution also pressured earnings, partly offset by a favorable change in the tax provision.
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Thu, Aug 6
American Realty Investors Q2 2026 earnings: Lease-up costs drive a net loss
American Realty Investors’ Q2 2026 revenue rose 5.8% to $12.9 million, but diluted EPS fell to a $0.06 loss from $0.18 profit a year earlier. Net loss attributable to common shares was $1.0 million as property operating expenses increased 25.1%, largely reflecting costs at lease-up properties. Multifamily and commercial revenue added $0.5 million and $0.2 million, respectively, while the net interest contribution fell by about $1.6 million. Investors now need to track development-property occupancy, commercial occupancy of 58%, and whether rental growth can outpace lease-up and financing costs.TradingKey
Thu, Aug 6
Resmed Q4 FY2026 Earnings: Revenue Rises as Safety Costs Weigh on GAAP Margins
Resmed’s fiscal Q4 2026 revenue rose 9% to $1.464 billion, while GAAP diluted EPS increased 2% to $2.64 and non-GAAP EPS climbed 16% to $2.95. A $41.9 million Astral field safety notification charge pushed GAAP gross margin down 200 basis points to 58.8%, even as non-GAAP gross margin expanded 90 basis points to 62.3%. Sleep and Breathing Health revenue grew 9%, but operating cash flow fell 16% to $455 million and free cash flow declined 21% to $404 million. The company plans to return more than $1.85 billion in FY2027.TradingKey
Thu, Aug 6
Senseonics Q2 2026 earnings: Revenue doubles while losses widen
Senseonics (NASDAQ: SENS) reported Q2 2026 revenue of $14.5 million, up approximately 120% year over year, while diluted loss per share widened to $0.63 from $0.36. Gross margin improved to roughly 59% from 47%, supported by U.S. revenue growth of more than 150%, but higher commercial integration and product-development spending pushed the net loss to $36.7 million. The company raised full-year revenue guidance to $62 million–$66 million and gross margin guidance to 58%–61%.
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Thu, Aug 6
Denali Q2 2026 earnings: AVLAYAH debuts with $3.6 million in revenue
Denali Therapeutics’ Q2 2026 results marked AVLAYAH’s first full commercial quarter, with $3.6 million in net product revenue compared with none a year earlier. Diluted loss per share improved to $0.68 from $0.72, although net loss widened to $127.6 million from $124.1 million as interest and other income declined. R&D spending fell while SG&A increased to support the launch. Denali projects $10 million to $12 million of AVLAYAH net product revenue for Q3, with several pipeline readouts now scheduled for 2027.
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Thu, Aug 6
Tucows Q2 2026 Earnings: Ting Drives Gross Profit Growth Despite a Wider Net Loss
Tucows’ Q2 2026 revenue rose 2.1% to $100.6 million, gross profit increased 16.6% to $25.8 million, and the GAAP net loss widened to $20.5 million. Ting was the main operating driver, moving from negative to positive gross profit and adjusted EBITDA as subscriber growth and construction activity supported results. That improvement was not enough to offset weaker Wavelo profitability, legacy mobile obligations, higher transition costs, and interest expense, while operating cash flow remained positive but declined from the prior year.TradingKey
Thu, Aug 6
Kodiak Gas Services Q2 2026 Earnings: Record EBITDA Leads to Raised Guidance
Kodiak Gas Services reported Q2 2026 revenue of $391.1 million, up about 21.1% year over year, while diluted EPS was $0.53. Adjusted EBITDA rose 21.7% to a record $216.8 million, supported by record Compression Infrastructure revenue and the first full-quarter contribution from DPS to Power Infrastructure. Discretionary cash flow increased 40.2% to $163.3 million, although heavy growth spending pushed free cash flow to negative $87.5 million. Kodiak raised full-year adjusted EBITDA guidance to $830 million-$860 million and discretionary cash flow guidance to $570 million-$600 million.
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Thu, Aug 6
BCP Investment Q2 2026 Results: NAV Falls on Portfolio Markdowns
BCP Investment Corporation’s Q2 2026 total investment income rose 20.1% year over year to $15.2 million, while net investment income increased to $5.5 million but fell to $0.45 per share from $0.50. NAV declined sequentially to $14.49 per share as realized and unrealized investment losses outweighed investment earnings, with software-related holdings accounting for a large share of markdowns. The portfolio contracted amid net repayments and sales, while borrowings fell and asset coverage improved. After quarter-end, BCIC doubled its KeyBank facility to $150 million and reduced its borrowing spread.
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Thu, Aug 6
Amrize Q2 2026 Earnings: Revenue Grows 8.6% but EBITDA Margin Contracts
Amrize’s Q2 2026 revenue rose 8.6% to $3.494 billion, supported by volume growth, acquisitions and aggregates pricing. Net income increased 14.4% to $476 million and diluted EPS reached $0.86, but adjusted EBITDA margin fell 80 basis points to 28.2% as freight, diesel and raw-material costs increased. Building Materials expanded while Building Envelope’s adjusted EBITDA declined. Amrize raised full-year revenue guidance to $12.5-$12.7 billion and set adjusted EBITDA guidance at $3.1-$3.2 billion, reflecting stronger demand alongside oil-driven cost inflation.
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Thu, Aug 6
Con Edison Q2 2026 Earnings: Rate-Base Growth Lifts EPS to $0.83
Con Edison’s Q2 2026 GAAP net income increased to $308 million, or $0.83 per share, from $246 million, or $0.68, a year earlier. Adjusted earnings rose to $308 million, or $0.83 per share, from $240 million and $0.67. CECONY drove the improvement with a $74 million year-over-year increase in net income, while common-share issuance reduced EPS by $0.02. O&R was flat as higher rates were offset by interest and other costs. Con Edison reaffirmed its 2026 adjusted EPS guidance of $6.00 to $6.20.
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Thu, Aug 6
VAALCO Q2 2026 Earnings: Higher Oil Prices Lift Revenue and Profit
VAALCO Energy’s Q2 2026 revenue rose 39% year over year to $135.2 million, while diluted EPS increased to $0.39 from $0.08. Adjusted EBITDAX grew 10% to $54.8 million as higher realized commodity prices outweighed lower sales volumes and rising production costs. GAAP profit also benefited from a $43.7 million unrealized derivative gain, while adjusted net income was a slight loss. The company reaffirmed its higher full-year production and sales outlook, but heavy capital spending lifted net debt to $146.6 million at June 30.TradingKey
Thu, Aug 6
Serve Robotics Q2 2026 earnings: Revenue rises 404% as losses widen
Serve Robotics’ Q2 2026 revenue rose 404% year over year to $3.24 million, while its GAAP net loss widened to $64.13 million and loss per share increased to $0.80. Fleet services led growth, recurring revenue exceeded 50% of total sales, and gross margin improved sequentially, but operating expenses reached $57.29 million. Serve cut full-year revenue guidance to $9 million-$10 million because of lower Uber Eats delivery volume while reducing its non-GAAP operating expense outlook to $140 million-$150 million. Liquidity ended at $240.4 million.
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Thu, Aug 6
Mercer Q2 2026 Earnings: Fiber Costs Keep Operating EBITDA Negative
Mercer (MERC) reported Q2 2026 revenue of $460.3 million, up about 1.5% year over year, while diluted net loss per share narrowed to $1.13 from $1.29. Operating EBITDA remained negative at $21.0 million as elevated European fiber costs, weaker pulp realizations, and a $29.0 million inventory impairment offset lower maintenance downtime and cost savings. Solid wood revenue rose 14%, but both operating segments posted EBITDA losses. Liquidity totaled $191.7 million as Mercer evaluated financing alternatives related to its 2028 and 2029 senior notes.
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Thu, Aug 6
Friedman Industries Fiscal Q1 2027 Earnings: Record Volume Drives Profit Growth
Friedman Industries (NASDAQ: FRD) reported fiscal Q1 2027 net sales of $240.0 million, up 78% year over year, as record sales volume reached about 206,000 tons. Diluted EPS climbed to $1.79 from $0.71, net earnings rose to $12.8 million, and operating cash flow was $7.3 million. Flat-roll products generated most of the growth, supported by stronger demand, higher selling prices, commercial initiatives, and the Century Metals acquisition. Management expects second-quarter volume to remain comparable with Q1 and anticipates sequential margin improvement from higher average selling prices.
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Thu, Aug 6
Hepsiburada Q2 2026 earnings: Rising growth costs deepen losses
Hepsiburada’s Q2 2026 revenue rose 3.1% year over year on an IAS 29-adjusted basis to TRY 22.81 billion, while diluted loss per share widened to TRY 5.1 from TRY 2.9. Orders increased 13.4%, but average order value fell 9.4%, limiting GMV growth to 2.8%. Higher advertising, shipping and staffing costs reduced EBITDA 75.5% to TRY 239.2 million and pushed net loss to TRY 1.89 billion. Free cash flow remained positive at TRY 1.55 billion but declined 65.5%.
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Thu, Aug 6
indie Q2 2026 Earnings: Revenue Rises 24% as Losses Narrow
indie Semiconductor’s Q2 2026 revenue rose 24% year over year to $64.0 million, while its GAAP operating loss narrowed to $35.1 million from $43.0 million. Adjusted EBITDA improved to a $6.5 million loss from a $12.5 million loss, although the company remained below break-even. For Q3 2026, indie guided to $67 million to $73 million of revenue, with the $70 million midpoint implying 30% growth and an expected mix of roughly $40 million from the core business and $30 million from Wuxi indie Micro.
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Thu, Aug 6
Concentra Q2 2026 earnings: Operating leverage lifts profit and cash flow
Concentra (NYSE: CON) reported Q2 2026 revenue of $606.0 million, up 10.0% year over year, while diluted EPS rose to $0.51 from $0.35. Adjusted EBITDA increased 22.5% to $140.9 million, and free cash flow nearly doubled to $121.0 million as higher earnings, working-capital timing and lower capital spending supported cash generation. Daily patient visits and revenue per visit both increased, and the company raised its full-year outlook while outlining a planned CEO transition for November 2026.
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Thu, Aug 6
Chesapeake Utilities Q2 2026 earnings: Regulated growth supports a modest EPS gain
Chesapeake Utilities’ Q2 2026 revenue increased 4.7% to $201.9 million, while GAAP diluted EPS rose to $1.05 from $1.02 and net income reached $25.4 million. Regulated Energy and transmission and infrastructure projects drove adjusted gross margin to $150.2 million, up 5.2%, but higher operating costs, interest expense and a larger share count limited per-share growth. The company also raised 2026 capital spending guidance by $100 million to $550 million-$600 million as project activity accelerated.
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Thu, Aug 6
Relay Therapeutics Q2 2026 earnings: Clinical spending rises with cash runway into 2029
Relay Therapeutics’ Q2 2026 revenue fell to $0.4 million from $0.7 million, while net loss widened to $83.7 million and loss per share remained $0.41. R&D expense rose 20% to $76.5 million as spending increased across zovegalisib clinical trials. Cash, cash equivalents and investments reached $910.9 million after the May follow-on offering, supporting an expected runway into 2029. Relay also reported a 44% response rate for a zovegalisib triplet in heavily pretreated breast cancer patients and opened vascular-anomaly expansion cohorts.
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Thu, Aug 6
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