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Nephros Q2 2026 Earnings: Revenue Rises 36% as Tariff Refund Lifts Margins
Nephros reported Q2 2026 net revenue of $6.017 million, up 36% year over year, and diluted EPS of $0.11 versus $0.02. Net income rose to $1.197 million, while adjusted EBITDA reached $1.281 million. An approximately $0.6 million one-time tariff refund lifted gross margin to 67%, though currency weakness, shipping costs, and faster growth in lower-margin services offset part of the benefit. Core programmatic revenue grew 27%, service-related revenue nearly tripled, and cash declined to $4.697 million as receivables and inventory increased.
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Thu, Aug 6
AOI Q2 2026 Earnings: Revenue Rises 86% as Non-GAAP Profit Returns
Applied Optoelectronics (AOI) reported Q2 2026 revenue of $191.9 million, up 86.4% year over year, while GAAP diluted loss widened to $0.28 per share from $0.16. Non-GAAP net income reached $5.5 million, or $0.06 per diluted share, marking a return to non-GAAP profitability as datacenter and CATV revenue rose. GAAP gross margin fell 2.6 percentage points to 27.7%. For Q3, AOI guided to revenue of $255 million to $290 million and non-GAAP EPS of $0.11 to $0.26 as it expands 800G and 1.6 Tb capacity.
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Thu, Aug 6
Arlo Q2 2026 Earnings: Gross Margin Expands as Product Losses Narrow
Arlo Technologies’ Q2 2026 revenue rose 21% year over year to $155.9 million, while GAAP diluted EPS remained $0.03. Subscriptions and services revenue increased 19% to $93.0 million, and adjusted EBITDA climbed 70.3% to $30.6 million, with a 19.6% margin. GAAP gross margin expanded 330 basis points to 48.2%, helped by sharply narrower product gross losses, although operating expenses absorbed most of the gross-profit increase. Arlo also raised full-year revenue and EPS guidance and reported $33.9 million of first-half free cash flow.
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Thu, Aug 6
Blend Q2 2026 earnings: Revenue rises 7% as operating loss narrows
Blend’s Q2 2026 revenue rose 7% year over year to $33.8 million, while its GAAP diluted loss from continuing operations remained $0.03 per share. GAAP operating loss narrowed to $1.6 million from $4.8 million, non-GAAP operating income increased to $7.0 million, and continuing-operations operating cash flow improved to $7.7 million. Software platform revenue grew 7%, Autopilot secured six lender deals, and Q3 guidance calls for $31.5 million to $33.5 million in revenue and $3.5 million to $4.5 million in non-GAAP operating income, with both midpoints below Q2 actuals.
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Thu, Aug 6
Covista Fiscal Q4 2026 Earnings: Walden Drives 9.7% Revenue Growth
Covista (NYSE: CVSA) reported fiscal Q4 2026 revenue of $501.4 million, up 9.7% year over year, and diluted EPS of $2.06 versus $1.44 a year earlier. Adjusted EBITDA increased 15.2% to $126.9 million as its margin expanded to 25.3%. Walden generated most of the quarter’s incremental revenue, supported by 14.0% enrollment growth, while Chamberlain remained comparatively subdued. For fiscal 2027, Covista guided to $2.05 billion-$2.09 billion in revenue and adjusted EPS of $8.90-$9.15, implying slower growth than in fiscal 2026.
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Thu, Aug 6
Five9 Q2 2026 Earnings: Subscription Growth Accelerates as Margins Narrow
Five9's Q2 2026 revenue rose 10% year over year to $312.4 million, while GAAP diluted EPS increased to $0.04 from $0.01. Subscription revenue grew 14%, but adjusted gross margin fell to 61.4% from 63.0%, and non-GAAP EPS declined to $0.70 from $0.76. Operating cash flow improved to $42.1 million. Five9 also highlighted an approximately $100 million TCV customer win and guided for Q3 revenue of $316 million to $322 million. The quarter showed better GAAP profitability but weaker adjusted earnings conversion.
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Thu, Aug 6
Sweetgreen Q2 FY2026 Earnings: Same-store sales decline squeezes restaurant margins
Sweetgreen’s fiscal Q2 2026 revenue rose 3.8% to $192.7 million, but diluted net loss per share widened to $0.22 from $0.20. Same-store sales fell 6.2%, while Restaurant-Level Profit Margin contracted to 13.1% from 18.9% as ingredient usage, portion investments and promotions increased costs. New restaurant revenue kept total sales growing, and lower G&A helped hold operating margin at negative 14.2%. Sweetgreen updated FY2026 guidance to same-store sales of negative 8% to negative 7% and adjusted EBITDA of negative $27 million to negative $23 million amid outbreak-related demand pressure.
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Thu, Aug 6
Once Upon a Farm Q2 2026 Earnings: 42% Sales Growth Comes With Margin Pressure
Once Upon a Farm (NYSE: OFRM) reported Q2 2026 net sales of $85.4 million, up 42.3% year over year, while diluted net loss per share improved to $0.12 from $1.36. Gross margin fell 485 basis points to 35.9% as trade spending and mix offset some benefits from pricing and lower cooler slotting fees. Adjusted EBITDA swung to a $1.7 million loss from a $2.0 million profit. The company raised its 2026 outlook to $327 million-$335 million in sales and $3 million-$4.5 million in adjusted EBITDA.
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Thu, Aug 6
Hyperfine Q2 2026 earnings: Revenue rises 45% as operating loss narrows
Hyperfine’s Q2 2026 revenue increased 44.8% to $3.9 million as commercial Swoop system sales rose 50% to 12 units. Gross margin expanded to 50.7% from 49.3%, and the operating loss narrowed to $8.5 million, though the net loss remained about $9.3 million because of interest expense and a warrant-liability valuation loss. Cash reached $43.5 million after first-half debt and equity financing. The company reaffirmed full-year 2026 revenue guidance of $20 million to $22 million and cash burn guidance of $26 million to $28 million.
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Thu, Aug 6
Good Times Restaurants Fiscal Q3 2026 Earnings: Profit Rises Despite a 5% Revenue Decline
Good Times Restaurants’ fiscal Q3 2026 revenue fell 5.0% year over year to $35.2 million, while diluted EPS increased to $0.18 from $0.14 and net income attributable to common shareholders rose to $1.9 million. Good Times same-store sales turned positive at 0.6%, but Bad Daddy’s declined 2.3% amid traffic pressure. Lower costs, improved Good Times restaurant-level margins, and a larger gain on lease terminations and asset disposals supported profitability, while the company ended the quarter with $3.6 million in cash and $0.3 million in long-term debt.
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Thu, Aug 6
NETGEAR Q2 2026 earnings: Enterprise growth lifts gross margin
NETGEAR’s Q2 2026 revenue fell 1.2% year over year to $168.6 million, while GAAP diluted EPS declined to -$0.27 from -$0.22. Enterprise revenue grew 7.7% to $89.0 million and its non-GAAP gross margin reached 54.1%, helping lift companywide GAAP gross margin by 270 basis points to 40.2%. Non-GAAP operating income improved to $4.0 million, although Consumer revenue dropped 9.4%. For Q3, NETGEAR guided to $165 million-$175 million of revenue and warned of an approximately 200-basis-point second-half gross-margin headwind from memory and broader component costs.
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Thu, Aug 6
Twilio Q2 2026 earnings: Organic growth reaches 17% as free cash flow rises
Twilio’s Q2 2026 revenue rose 22% year over year to $1.50 billion, with organic growth of 17%. Non-GAAP diluted EPS increased to $1.47 from $1.19, while free cash flow reached $352.6 million, up from $263.5 million. GAAP diluted EPS of $6.68 was boosted by a $5.91-per-share non-cash tax benefit, making adjusted results and cash flow more useful for assessing operating progress. Twilio also raised its full-year revenue growth, non-GAAP operating income, and free cash flow guidance, although the outlook points to slower Q3 growth than in Q2.
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Thu, Aug 6
TriSalus Q2 2026 Earnings: Gross Margin Rises as Operating Loss Widens
TriSalus Life Sciences’ (TLSI) Q2 2026 revenue rose 1.7% to $11.4 million, while diluted loss per share narrowed to $0.16 from $0.27. Gross margin improved to 86.8% from 83.9% as cost per TriNav unit declined, but heavier sales and marketing investment widened the operating loss to $9.8 million and the adjusted EBITDA loss to $7.1 million. The company ended June with $46.3 million in cash after a first-quarter equity offering and maintained full-year revenue guidance of $54 million to $57 million.
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Thu, Aug 6
Funko Q2 2026 Earnings: Tariff Benefit Lifted Margins as Sales Grew 7%
Funko’s Q2 2026 net sales rose 7.4% to $207.7 million, while diluted EPS improved to $0.27 from a $0.74 loss and adjusted EBITDA reached $40.9 million. Reported gross margin climbed to 56.6%, but the quarter included a $25.4 million pre-tax benefit from expected tariff refunds and released tariff accruals. Core Collectibles and Europe led growth, while Loungefly and other international sales declined. Funko kept its full-year sales outlook at flat to up 3% and raised adjusted EBITDA guidance to $100 million-$110 million.
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Thu, Aug 6
Savers Value Village Fiscal Q2 2026 earnings: U.S. comps drive sales and margin expansion
Savers Value Village’s fiscal 2026 second-quarter net sales rose 7.4% to $448.2 million, led by 6.6% U.S. comparable-store sales growth and new-store contributions. Diluted EPS increased to $0.14 from $0.12, while adjusted EBITDA reached $74.5 million at a 16.6% margin. Operating leverage in merchandise costs and labor offset higher SG&A and depreciation. The retailer also raised the lower end of its sales, comparable-store sales, adjusted net income and adjusted EBITDA guidance, while keeping planned capital spending and roughly 25 new openings unchanged.
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Thu, Aug 6
UEI Q2 2026 earnings: Cost cuts lift profit despite lower sales
Universal Electronics (UEIC) reported Q2 2026 net sales of $73.2 million, down approximately 25.0% year over year, while GAAP diluted EPS improved to $0.12 from a $0.22 loss. Gross margin expanded to 35.4% from 29.9%, and GAAP operating income rose to $4.8 million as operating expenses fell by $7.1 million. Both business lines contracted, while UEI reiterated full-year adjusted EPS guidance of $0.45 to $0.65 and declared a $0.24 special dividend.
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Thu, Aug 6
Inogen Q2 2026 Earnings: International Growth Supports a Higher EBITDA Outlook
Inogen’s Q2 2026 revenue rose 3.0% to $95.1 million, while diluted GAAP loss per share narrowed to $0.14 from $0.15. International sales increased 14.8% and helped offset declines in U.S. sales and rental revenue, although constant-currency total growth was only 0.6%. Adjusted EBITDA increased 15.2% to $2.4 million, and quarterly operating cash flow was $2.9 million. The company raised full-year adjusted EBITDA guidance to about $4.0 million and expects 2026 revenue of $355 million to $361 million.
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Thu, Aug 6
MP Materials Q2 2026 earnings: NdPr growth turns adjusted EBITDA positive
MP Materials’ Q2 2026 revenue rose 89% year over year to $108.5 million as higher NdPr oxide and metal sales and stronger pricing outweighed the end of concentrate sales. Adjusted EBITDA improved to $28.5 million from a $12.5 million loss, helped by $17.6 million of price protection agreement income, while GAAP diluted loss narrowed to $0.11 per share from $0.19. NdPr sales volume more than doubled, but Magnetics revenue declined and start-up costs for initial magnet production kept the company in a GAAP operating loss.
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Thu, Aug 6
NerdWallet Q2 2026 Earnings: Revenue Rose 6% While Operating Profit Fell
NerdWallet’s Q2 2026 revenue rose 6% year over year to $197.3 million, but GAAP operating income fell 35% to $7.0 million and diluted EPS declined to $0.07 from $0.11. Consumer revenue grew 8% as personal loans and deposit accounts offset weaker credit cards, while SMB revenue decreased 11%. Sales and marketing expense outpaced revenue growth, compressing operating and adjusted EBITDA margins. First-half operating cash flow improved, though substantial share repurchases contributed to a lower cash balance. The company also issued Q3 guidance and revised its full-year profit outlook.
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Thu, Aug 6
Atlassian Q4 FY2026 Earnings: Cloud Growth Accelerates as GAAP Profitability Returns
Atlassian’s fiscal Q4 2026 revenue rose 28% to $1.766 billion, led by 31% cloud growth, while GAAP diluted EPS improved to $0.55 from a $0.09 loss. GAAP operating margin reached 12%, compared with negative 2% a year earlier, and free cash flow was $475 million. Subscription ARR increased 23% to $6.606 billion and remaining performance obligations climbed 44%. For fiscal 2027, Atlassian expects 13% revenue growth, 25.5% cloud growth, and a 17% decline in Data Center revenue, making the cloud transition and margin trajectory the main issues to monitor.
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Thu, Aug 6
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