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Orion Q2 2026 Earnings: Specialty Growth Could Not Offset Rubber Weakness
Orion S.A. reported Q2 2026 net sales of $500.9 million, up 7% year over year, while diluted EPS fell to $0.03 from $0.16. Adjusted EBITDA was $58.2 million, down 15% from a year earlier despite a 26% sequential improvement. Specialty Carbon Black EBITDA nearly doubled, but Rubber Carbon Black EBITDA dropped 61% on lower contractual pricing, unfavorable customer mix and an inventory draw. Operating cash flow reached $27 million, and Orion raised full-year free cash flow guidance while reaffirming adjusted EBITDA guidance.
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Wed, Aug 5
Watts Water Q2 2026 earnings: Sales rose 19% as margins narrowed
Watts Water Technologies’ Q2 2026 earnings showed net sales of $763.2 million, up 19% reported and 12% organically, while diluted EPS increased 17% to $3.53. Data-center demand, favorable pricing, acquisitions and currency supported growth, but GAAP operating margin fell 80 basis points to 20.2% as acquisition dilution, inflation, tariffs and a tough prior-year comparison outweighed part of the volume and productivity benefit. The company raised its full-year 2026 sales and margin outlook, even as first-half free cash flow declined to $98 million because of working-capital investment and higher capital spending.
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Wed, Aug 5
CF Industries Q2 2026 Earnings: Pricing Offsets a 15% Volume Decline
CF Industries’ Q2 2026 earnings showed net sales of $2.22 billion, up from $1.89 billion, and diluted EPS of $4.73 versus $2.37 a year earlier. Adjusted EBITDA increased to $1.19 billion as higher nitrogen selling prices more than offset a 15% decline in sales volume, while gross margin expanded to 51.5%. The quarter also featured $271 million of capital expenditures, continued Yazoo City downtime, and plans for approximately $1.3 billion of consolidated 2026 capital spending as Blue Point One construction begins.
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Wed, Aug 5
Murphy USA Q2 2026 Earnings: Wider Fuel Margins Lift Profit
Murphy USA (NYSE: MUSA) reported Q2 2026 operating revenue of $6.81 billion, up about 36% year over year, while diluted EPS increased to $11.27 from $7.36. Total fuel contribution rose 32% to $518.8 million as retail fuel margins expanded and chainwide gallons grew 3.9%. Merchandise contribution also increased, but higher payment fees, employee-related expenses, taxes, depreciation and interest partially offset the benefit. For 2026, management said most operating guidance remains within the original ranges and presented an earnings scenario based on second-half all-in fuel margins of 35 cents per gallon.
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Wed, Aug 5
American States Water Q2 2026 earnings: Water rates lift diluted EPS 25.3%
American States Water (NYSE: AWR) reported Q2 2026 operating revenue of $181.3 million, up about 11.2% year over year, and diluted EPS of $1.09, up 25.3%. Net income rose to $43.3 million as CPUC-approved water rate increases, 4% higher consumption, a more favorable water supply mix, and increased contracted-services construction supported results. Operating margin expanded to about 35.3%. AWR expects contracted services to contribute $0.63 to $0.67 per share in 2026 and targets $185 million to $220 million of regulated utility investment.
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Wed, Aug 5
Murphy Oil Q2 2026 Earnings: Higher Prices Drive a Profit Rebound
Murphy Oil’s Q2 2026 revenue from production increased about 36% year over year to $926.3 million, while diluted EPS rose to $1.59 from $0.16. Net income attributable to Murphy reached $232.2 million, supported by stronger commodity prices, operational outperformance and lower lease operating expense. Total production was about 169,000 BOEPD, at the upper end of guidance. The company also raised the midpoint of its 2026 capital program by $300 million to $1.55 billion to advance appraisal and development opportunities.
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Wed, Aug 5
Curtiss-Wright Q2 2026 Earnings: Margin Expansion Supports Higher Guidance
Curtiss-Wright’s Q2 2026 revenue rose 5% to $924 million, while GAAP diluted EPS increased to $4.07 from $3.19. Adjusted operating margin expanded 110 basis points to 19.4%, and free cash flow climbed 37% to $160 million. Aerospace & Industrial led segment growth, while Defense Electronics revenue declined 3% despite a higher margin. With orders up 8% to $1.1 billion and backlog at $4.5 billion, the company raised its full-year 2026 sales, adjusted EPS, operating margin, and free cash flow guidance.
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Wed, Aug 5
Atmos Energy Fiscal Q3 2026 Earnings: EPS Guidance Remains $8.40-$8.50
Atmos Energy (NYSE: ATO) reported fiscal Q3 2026 results for the period ended June 30, 2026. The release did not include standalone quarterly revenue or EPS, but fiscal-year-to-date net income was $1.2 billion and diluted EPS was $7.33. The company reaffirmed full-year EPS guidance of $8.40 to $8.50 and expects approximately $4.2 billion in capital spending. Year-to-date capex reached $3.1 billion, with more than 85% directed to safety and reliability, while available liquidity stood at $4.6 billion.
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Wed, Aug 5
Radian Q2 2026 Earnings: Inigo Lifts Revenue as GAAP Profit Declines
Radian Group’s Q2 2026 revenue rose 93% year over year to $575 million as the first full quarter of Inigo expanded the Specialty business, which supplied 53% of net premiums earned. Diluted EPS from continuing operations declined to $0.87 from $1.11, even as adjusted diluted net operating EPS increased to $1.14. Acquisition-related items and Specialty loss provisions, including reserves tied to the Middle East conflict, explain much of the gap between rapid premium growth and weaker GAAP profitability during the quarter.
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Wed, Aug 5
Cognex Q2 2026 earnings: Record revenue drives margin expansion
Cognex’s Q2 2026 revenue rose 17% to a record $291 million, while GAAP diluted EPS increased 79% to $0.43. Operating margin expanded 1,200 basis points to 29.4%, supported by favorable mix, higher volume and lower operating expenses, and free cash flow climbed 70% to $68 million. Cognex issued 2026 guidance for $1.13 billion to $1.15 billion of revenue and a 29% to 31% adjusted EBITDA margin. It ended the quarter with $755 million in cash and investments and no debt.
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Wed, Aug 5
Gold Royalty Q2 2026 earnings: Revenue rises 76% as net income turns positive
Gold Royalty’s Q2 2026 revenue rose about 76% year over year to $6.7 million, while diluted EPS improved to $0.01 from $(0.00). Net income reached $1.8 million versus a $0.8 million loss, adjusted EBITDA increased 137% to $5.6 million, and operating cash flow climbed to $3.7 million. Growth was led by royalty revenue, while the company ended June with more than $11.3 million in cash, no debt and an undrawn $150 million credit facility. Gold Royalty maintained its 2026 outlook of 7,500 to 9,300 GEOs.
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Wed, Aug 5
Riley Permian Q2 2026 earnings: Production growth nearly doubles revenue
Riley Permian’s Q2 2026 revenue rose 94% year over year to $165.9 million, while GAAP diluted EPS increased to $4.11 from $1.44. Total production grew 41% to 34.3 MBoe/d, despite New Mexico midstream constraints that reduced quarterly production by an estimated 1.9 MBbls/d. Operating cash flow reached $63.5 million, but Total Free Cash Flow fell to $6.3 million as cash capital expenditures climbed to $68.3 million. The company raised full-year oil-production and spending guidance, while third-quarter guidance points to more than 20% sequential oil growth.
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Wed, Aug 5
Centrus Q2 2026 earnings: Revenue rose while GAAP profit fell
Centrus Energy’s Q2 2026 revenue rose 14% to $176.1 million, while GAAP net income fell 42% to $16.8 million and diluted EPS declined to $0.77. LEU segment revenue increased 22%, supported by $53.4 million of uranium sales, but gross profit fell as SWU volume declined and Technical Solutions posted a loss. Adjusted net income was $38.7 million. Centrus also provided 2026 revenue guidance of $450 million to $500 million, planned $350 million to $500 million of capital deployment, and reported $4.5 billion in backlog.
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Wed, Aug 5
Envela Q2 2026 Earnings: Margins Expand as Volumes Normalize
Envela’s Q2 2026 earnings included revenue of $56.8 million and diluted EPS of $0.16 for the quarter ended June 30, 2026. First-half diluted EPS reached $0.50, which management said nearly matched the total for all of 2025. As precious-metals prices eased from January’s record levels, volumes normalized, yet margins expanded and both the Consumer and Commercial segments became more profitable. Envela opened another store, made no share repurchases during the quarter, and flagged precious-metals volatility and industry-wide refiner backlogs as issues to monitor.
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Wed, Aug 5
NLI Q2 2026 Earnings: Kronos Rebound Drives Profit Growth
NLI Holdings (NYSE: NL) reported Q2 2026 net sales of $43.6 million, up 8% from $40.3 million a year earlier, while attributable EPS rose to $0.18 from $0.01. Net income attributable to NLI stockholders increased to $9.0 million as CompX segment profit reached $8.9 million and NLI’s share of Kronos results swung to $4.6 million of earnings from a $2.8 million loss. Kronos benefited from higher TiO2 volumes, lower production costs and cost reductions, although lower pricing and adverse currency effects remained meaningful offsets.
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Wed, Aug 5
Enact Q2 2026 Earnings: Investment Income Supports Profit Growth
Enact’s Q2 2026 revenue rose 4.1% year over year to $317.3 million, while diluted EPS increased to $1.25 from $1.11 and net income reached $174.8 million. Premiums were nearly flat, but higher portfolio yields and invested assets lifted net investment income to $73.2 million. Credit costs moved the other way, with the loss ratio increasing to 14% from 10% as reserve releases declined. New insurance written rose 15% to $15 billion, and Enact raised its 2026 capital return guidance to $550 million-$600 million.
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Wed, Aug 5
TWFG Q2 2026 Earnings: MGA Mix Drives Margin Expansion
TWFG’s second-quarter 2026 revenue rose 45.1% year over year to $87.5 million, while diluted EPS increased to $0.18 from $0.13. Net income reached $17.3 million, and adjusted EBITDA margin expanded 530 basis points to 30.4% as higher-commission MGA programs grew faster than the core agency network. Total written premium increased 26.6% to $569.9 million, led mainly by volume, takeout-policy renewals, acquisitions, and stronger retention. TWFG also raised its full-year revenue, organic growth, and adjusted EBITDA margin guidance.
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Wed, Aug 5
Genco Q2 2026 earnings: Higher freight rates lift revenue and dividend
Genco Shipping & Trading (GNK) reported Q2 2026 voyage revenue of $136.4 million, up from $80.9 million a year earlier, while diluted EPS improved to $0.37 from a $0.16 loss. Adjusted EBITDA rose 297% to $56.7 million as fleetwide TCE climbed to $24,273 per day, supported by higher major- and minor-bulk rates, a larger fleet, and fewer drydocking days. Genco declared a $0.80 dividend and projects more than $1 per share for Q3, subject to freight rates, expenses, and board discretion.
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Wed, Aug 5
Allient Q2 2026 Earnings: Record Gross Margin Lifts Profitability
Allient’s Q2 2026 revenue rose 10% year over year to $153.8 million, while diluted EPS increased to $0.61 from $0.34. Gross margin reached a company-record 34.9%, up 170 basis points, as higher volume, better mix and STAN-driven operational improvements lifted operating margin to 10.2%. Orders climbed 49% to $201.3 million and backlog ended the quarter at $298.0 million, led by Industrial and Aerospace & Defense demand. The main offset was weaker first-half operating cash flow as receivables timing and inventory investments absorbed cash despite stronger earnings.
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Wed, Aug 5
Coherus Oncology Q2 2026 Earnings: LOQTORZI Growth Narrows the Loss
Coherus Oncology (CHRS) reported Q2 2026 net revenue of $14.3 million, up about 40% from $10.3 million, while LOQTORZI revenue rose 37% to $13.6 million. The continuing-operations net loss narrowed to $33.3 million, or $0.22 per diluted share, from $44.9 million, or $0.39. Lower R&D and SG&A expenses supported the improvement, but quarterly operating cash use increased to $62.1 million and cash, equivalents and marketable securities fell to $105.3 million at June 30. Pipeline data disclosures are expected in the second half of 2026.
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Wed, Aug 5
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