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Bob’s Discount Furniture Q2 FY2026 Earnings: Tariff Refunds Lift GAAP Profit
Bob’s Discount Furniture reported fiscal Q2 2026 net revenue of $619.6 million, up 8.8%, and diluted EPS of $0.43 versus $0.31 a year earlier. A $37.9 million IEEPA tariff refund recognized in cost of sales lifted GAAP gross margin to 51.5% and net income to $57.8 million, while adjusted gross margin declined to 45.4% and adjusted EBITDA fell to $60.8 million. Comparable sales increased 2.3%, four stores opened, and the company reaffirmed full-year guidance while raising expected pre-opening expense to about $26 million.
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Thu, Aug 6
GEO Q2 2026 earnings: Contract growth lifts revenue and profit
The GEO Group (GEO) reported Q2 2026 revenue of $732.1 million, up 15% year over year, diluted EPS of $0.36 versus $0.21, and adjusted EBITDA of $142.0 million, up 20%. Contracts signed during 2025 drove the revenue increase, while lower labor costs helped operating margin rise to about 13.9%. GEO also raised full-year net income and adjusted EBITDA guidance. Two new ICE facility contracts represent $165 million in combined expected annual revenue, but normalized earnings are expected in early 2027 and are excluded from 2026 guidance.
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Thu, Aug 6
Green Plains Q2 2026 earnings: 45Z credits drive a return to profit
Green Plains (NASDAQ: GPRE) reported Q2 2026 revenue of $446.2 million, down 19.3% year over year, while diluted EPS swung to $0.83 from a $1.09 loss. Net income attributable to Green Plains reached $67.1 million and adjusted EBITDA rose to $93.3 million, including $58.7 million of net Section 45Z production tax credit value. Lower ethanol volume following the Obion plant sale reduced revenue, but improved ethanol economics, stronger segment margins, lower SG&A, and the tax credits lifted profitability. Quarterly operating cash flow was $86.3 million.
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Thu, Aug 6
Viatris Q2 2026 earnings: Adjusted profit grows despite Tyrvaya charge
Viatris reported Q2 2026 revenue of $3.76 billion, up 5% reported and 3.5% operationally, while adjusted EPS increased 11% to $0.69 and adjusted EBITDA rose 10% to $1.19 billion. GAAP results moved to a $118.8 million net loss, primarily because of a $177.8 million non-cash charge tied to the planned Tyrvaya rights sale. Greater China and new products led sales growth, free cash flow nearly doubled to $329 million, and Viatris raised the midpoints of all major 2026 guidance ranges despite expected second-half supply disruption.
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Thu, Aug 6
Dana Q2 2026 earnings: EBITDA margin expands as guidance rises
Dana's Q2 2026 revenue rose 3.9% to $2.01 billion, while adjusted EBITDA increased to $207 million and margin expanded 270 basis points to 10.3%. Diluted adjusted EPS reached $0.19, and Q2 operating cash flow rose to $109 million. Dana raised its 2026 sales and adjusted EBITDA guidance, restarted share repurchases, and kept the Eaton Mobility combination on track for a first-quarter 2027 close. Despite the quarterly cash improvement, first-half operating and adjusted free cash flow remained negative. Pricing, cost savings, operating improvements, demand, and favorable currency translation supported the quarter.
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Thu, Aug 6
Core Natural Resources Q2 2026 earnings: Metallurgical gains offset PRB weakness
Core Natural Resources (NYSE: CNR) reported Q2 2026 revenue of $1.141 billion, up 3.5% year over year, diluted EPS of $2.51, and free cash flow of $148.0 million. Metallurgical cash margin expanded to $28.48 per ton from $8.29 as higher volume, better realized pricing and lower unit costs lifted the segment. Powder River Basin cash margin fell to negative $0.57 per ton amid lower spring shipments and higher fuel and fixed-cost absorption pressure. Results also included a material benefit from the Leer South insurance settlement.
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Thu, Aug 6
ADS Fiscal Q1 2027 Earnings: NDS Helps Drive 20.6% Revenue Growth
Advanced Drainage Systems reported fiscal Q1 2027 net sales of $1.001 billion, up 20.6%, while diluted EPS from continuing operations rose 22.8% to $2.26. Adjusted EBITDA increased 28.8% to $358.3 million, lifting margin by 230 basis points to 35.8%, as NDS, higher volume, and favorable price-cost execution outweighed transportation pressure. Organic sales grew 9.2%, but some orders were pulled forward ahead of pricing actions. Operating and free cash flow declined year over year, and ADS reaffirmed its fiscal 2027 outlook.
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Thu, Aug 6
Krispy Kreme Q2 2026 earnings: Margin expands despite lower revenue
Krispy Kreme reported Q2 2026 net revenue of $331.0 million, down 12.8%, while diluted loss per share narrowed to $0.12 from $2.55. Adjusted EBITDA rose 43.2% to $28.8 million and margin expanded 340 basis points to 8.7%, helped by productivity, SG&A savings, and the removal of McDonald’s USA-related costs. Refranchising and strategic door closures reduced reported revenue, but systemwide sales grew 1.1% in constant currency. The company maintained full-year guidance as leverage declined and first-half cash flow improved.
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Thu, Aug 6
US Foods Q2 FY2026 earnings: Margin expansion lifts profit growth
US Foods’ Q2 FY2026 net sales rose 4.5% to $10.532 billion, while GAAP diluted EPS increased 29.2% to $1.24. Adjusted EBITDA reached a record $604 million, up 10.2%, and its margin expanded 29 basis points to 5.7%. Independent restaurant case volume grew 5.1%, partly offset by a 1.5% decline in chain volume. First-half operating cash flow was unchanged at $725 million, and the company reaffirmed its full-year growth guidance.
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Thu, Aug 6
Kenvue Q2 2026 earnings: Sales and EPS rise as margins narrow
Kenvue’s fiscal Q2 2026 net sales rose 3.0% to $3.955 billion, supported by 1.6% organic growth and a 1.4% currency benefit. Diluted EPS increased 9% to $0.24, while adjusted diluted EPS rose 7% to $0.31. However, gross margin fell 70 basis points to 58.2% as inflation, tariffs and transactional foreign exchange outweighed part of the benefit from productivity and value realization. Skin Health and Beauty led segment growth, and six-month free cash flow increased to $1.0 billion ahead of the pending Kimberly-Clark transaction.
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Thu, Aug 6
Warby Parker Q2 2026 Earnings: Tariff Refunds Lift Profitability
Warby Parker’s Q2 2026 revenue rose 9.8% to $235.5 million, while diluted EPS improved to $0.04 from a $0.01 loss. Gross margin expanded 490 basis points to 57.9%, helped mainly by an $11.8 million IEEPA tariff-refund benefit, and adjusted EBITDA reached $32.9 million at a 14.0% margin. Operating cash flow was $29.6 million. The company reaffirmed full-year revenue guidance of $959 million to $976 million as it invests in Intelligent Eyewear, with the outlook including launch costs but no related revenue contribution.
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Thu, Aug 6
Constellation Q2 2026 earnings: Adjusted EPS rises despite lower GAAP profit
Constellation Energy’s Q2 2026 revenue rose 23.0% to $7.504 billion, but GAAP diluted EPS fell to $1.42 from $2.67 as operating costs, fair-value losses and Calpine-related items weighed on reported profit. Adjusted operating EPS increased 33.5% to $2.55, supported by Calpine and favorable market and portfolio conditions despite more nuclear outage days. The company raised full-year adjusted operating EPS guidance to $11.50-$12.50 and added 920 MW of long-term nuclear power purchase agreements. Investors will be monitoring integration execution, outage performance and the planned Brazos Valley divestiture.
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Thu, Aug 6
Teads Q2 2026 earnings: Revenue falls despite 67% CTV growth
Teads reported Q2 2026 revenue of $284.6 million, down 17%, while GAAP diluted EPS fell to -$0.44 from -$0.15. Adjusted EBITDA dropped 74% to $7.0 million, and adjusted free cash flow declined to $3.2 million. CTV revenue grew 67% and reached 13% of quarterly revenue, but that momentum did not offset open-web pressure in Direct Response and SME. Net loss widened to $42.5 million, and management suspended its previously provided full-year 2026 Adjusted EBITDA guidance amid business volatility. Teads ended June with $91.0 million in cash and marketable securities against $614.5 million of debt obligations.
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Thu, Aug 6
Liquidity Services Q3 FY2026 Earnings: Asset-Light Mix Expands Profitability
Liquidity Services reported Q3 FY2026 revenue of $129.6 million, up 8%, while GMV reached a record $453.0 million, up 10%. GAAP diluted EPS rose 39% to $0.32 and adjusted EBITDA increased 30% to $22.0 million as a higher consignment mix, improved transaction margins, and platform operating leverage supported profitability. RSCG led GMV and direct-profit growth, while CAG’s GMV declined slightly despite higher revenue. The company ended June with $231.1 million in cash and short-term investments, no financial debt, and guided Q4 adjusted EBITDA to $22 million to $25 million.
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Thu, Aug 6
Playtika Q2 2026 Earnings: DTC Revenue Rises 63% While Margins Expand
Playtika (NASDAQ: PLTK) reported Q2 2026 revenue of $731.1 million, up 5.0% year over year, and diluted EPS of $0.13 versus $0.09. DTC platform revenue increased 63.1% to $286.9 million, while adjusted EBITDA rose 23.4% to $206.1 million and its margin expanded to 28.2%. Disney Solitaire growth, lower marketing investment, and SuperPlay’s positive adjusted EBITDA contribution supported profitability. However, paying users declined, Bingo Blitz revenue fell, first-half free cash flow weakened, and management expects full-year results near the lower end of reaffirmed guidance.
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Thu, Aug 6
Aspen Aerogels Q2 2026 Earnings: Thermal Barrier Improves Sequentially
Aspen Aerogels reported Q2 2026 revenue of $49.8 million, down 36% year over year, while diluted net loss per share widened to $0.28 from $0.11. Adjusted EBITDA fell to a $6.6 million loss from a $9.7 million profit. Thermal Barrier revenue remained below the prior-year level but increased 81% sequentially to $29.5 million. For Q3, Aspen expects revenue of $65 million to $80 million and adjusted EBITDA of $7 million to $15 million as demand stabilizes and East Providence production restarts.
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Thu, Aug 6
Maximus Q3 FY2026 earnings: Efficiency lifts margins despite lower revenue
Maximus (NYSE: MMS) reported fiscal Q3 2026 revenue of $1.28 billion, down about 5.2% year over year, while diluted EPS rose to $1.95 from $1.86 and adjusted EPS increased to $2.22. Operating margin improved to 12.6%, supported by efficiency initiatives and AI-enabled automation, but free cash flow remained negative at $137 million as receivables and customer collection timing weighed on cash conversion. The company reiterated $5.2 billion to $5.35 billion of fiscal 2026 revenue guidance while updating earnings and cash flow guidance for a temporary federal contract modification.
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Thu, Aug 6
RXO Q2 2026 earnings: Revenue growth came with lower margins
RXO’s Q2 2026 revenue rose about 25% to $1.774 billion, while adjusted diluted EPS increased to $0.06 from $0.04 and the GAAP diluted loss stayed at $0.05 per share. Brokerage volume grew 2%, and a 42% truckload spot mix helped lift gross profit per load 11% sequentially. However, companywide gross margin fell to 13.9% from 17.8%, and first-half operating cash flow was negative $47 million. RXO guided Q3 adjusted EBITDA to $35 million–$45 million and expects low-to-mid-single-digit year-over-year Brokerage volume growth.
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Thu, Aug 6
ESAB Q2 2026 Earnings: Record Sales Came With Margin Pressure
ESAB’s fiscal Q2 2026 net sales rose 12.9% to $807.6 million, while GAAP diluted EPS from continuing operations fell to $0.54 from $1.12. Core adjusted EBITDA increased 8.0% to $149.6 million, but its margin narrowed 90 basis points to 19.5% as price-cost neutrality and commercial investments offset part of the growth. Both segments delivered core organic growth. ESAB raised full-year core sales growth guidance to 11%-14%, mainly through a higher M&A contribution, and lifted core adjusted EBITDA guidance to $615-$625 million.
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Thu, Aug 6
Teleflex Q2 2026 earnings: Acquisition lifts revenue as GAAP EPS declines
Teleflex’s Q2 2026 revenue from continuing operations rose 28.9% to $570.3 million, while GAAP diluted EPS fell to $0.96 from $1.54 and adjusted EPS edged up to $1.76. Pro forma adjusted constant-currency revenue growth was 4.7%, indicating that the Vascular Intervention acquisition drove much of the reported increase. Interventional revenue rose 86.1% as reported but declined 1.0% on a comparable basis. Teleflex lowered its 2026 revenue outlook due to longer integration timelines while raising adjusted EPS guidance to $6.90-$7.20 after debt repayment and share repurchases.
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Thu, Aug 6
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