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Blue Owl Technology Finance Q2 2026 Earnings: NAV Holds Steady as the Portfolio Expands
Blue Owl Technology Finance Corp. (OTF) reported Q2 2026 total investment income of $338.0 million, up 5.8% year over year, while GAAP diluted EPS declined to $0.33 from $0.43. Net investment income was $138.6 million, or $0.30 per share, as higher interest and management costs outweighed income growth. The portfolio reached $14.68 billion at fair value, NAV held nearly flat sequentially at $16.48 per share, and net debt-to-equity increased to 0.93x. Non-accrual investments remained 0.1% at fair value.TradingKey
Wed, Aug 5
Encompass Health Q2 2026 Earnings: 9.6% Revenue Growth Supports Higher Guidance
Encompass Health (EHC) reported Q2 2026 net operating revenue of $1.60 billion, up 9.6% year over year, and diluted EPS from continuing operations of $1.55, up 10.7%. Discharges increased 5.6%, while net patient revenue per discharge rose 3.9%. Adjusted EBITDA grew 9.2% to $348.0 million, but adjusted free cash flow declined 4.8% to $177.0 million as maintenance capital expenditures increased. The company also raised its full-year revenue, adjusted EBITDA, and adjusted EPS guidance and expanded its aggregate stock repurchase authorization to $1 billion.
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Wed, Aug 5
TPVG Q2 2026 Earnings: Lower Yield and Interest Costs Pressure NII
TriplePoint Venture Growth BDC (TPVG) reported Q2 2026 total investment and other income of $22.1 million, down from $23.3 million a year earlier, while net investment income fell to $8.3 million, or $0.21 per share. A $12.8 million realized gain from a partial Revolut sale helped offset $10.6 million of net unrealized losses. Debt funding rose 80% sequentially to $47.8 million, but lower prepayment income, a declining portfolio yield and higher interest expense pressured recurring earnings. NAV ended at $8.67 per share.
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Wed, Aug 5
MetLife Q2 2026 Earnings: Adjusted Profit Growth Outpaces GAAP Net Income
MetLife (NYSE: MET) reported Q2 2026 total revenue of $19.15 billion, up from $17.34 billion a year earlier, while GAAP EPS rose 6% to $1.09. Adjusted earnings increased 15% to $1.57 billion and adjusted EPS advanced 20% to $2.43, supported by favorable underwriting and broad volume growth. Group Benefits and Asia led segment profit growth, but investment-related losses limited net income growth to 1%. Adjusted ROE reached 17.0%, while the expense ratio increased to 21.7% from 19.8%. Adjusted PFO excluding pension risk transfers grew 5% across every operating segment.
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Wed, Aug 5
NuScale Power Q2 2026 Earnings: Revenue Falls to $75,000 as Costs Rise
NuScale Power’s Q2 2026 revenue fell to $75,000 from $8.05 million after completion of RoPower FEED Phase 2 work, while net loss widened to $50.06 million from $37.61 million. Diluted loss per share remained $0.13 as the weighted-average Class A share count increased. The company ended June with $1.9 billion in cash and short- and long-term investments, supported by $984.48 million in first-half common stock issuance, even as six-month operating cash use reached $372.86 million. TVA discussions, Romania project conditions and supply-chain readiness remain central to future commercialization.
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Wed, Aug 5
VSE Q2 2026 earnings: Acquisitions lift revenue and margins
VSE’s Q2 2026 earnings for the quarter ended June 30 delivered revenue of $449.1 million, up 65.0%, and diluted EPS of $0.91, up 37.9%. Organic revenue growth was approximately 14%, while PAG, NorthStar and Aero 3 contributed to reported growth. Adjusted EBITDA nearly doubled to $86.0 million, with margin expanding 320 basis points to 19.2%. Operating cash flow reached $27.6 million, although first-half free cash flow remained negative. VSE raised full-year revenue growth guidance to 61%–64% and adjusted EBITDA margin guidance to 18.7%–19.0%.
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Wed, Aug 5
ISG Q2 2026 Earnings: Revenue Rises 6.4% as Margins Expand
Information Services Group (ISG) reported Q2 2026 revenue of $65.5 million, up 6.4% year over year, while GAAP diluted EPS rose to $0.07 from $0.04. Adjusted EBITDA increased 13% to $9.4 million and margin expanded to 14.3%, supported by growth in Europe and the Americas and record recurring revenue of $30 million. Operating cash flow was $5.2 million, and ISG set Q3 revenue guidance of $63.5 million to $64.5 million and adjusted EBITDA guidance of $8.5 million to $9.5 million.
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Wed, Aug 5
Matador Q2 2026 earnings: Record oil output lifts production guidance
Matador Resources’ Q2 2026 results featured record oil production of 126,106 barrels per day and total output of 215,631 BOE per day, up 3% year over year. Operating cash flow was $937.1 million and adjusted free cash flow reached $303.2 million despite negative realized natural gas pricing and roughly 9,900 BOE per day of shut-ins. The company raised full-year total production guidance to 218,500-223,500 BOE per day while increasing total capital spending guidance to $1.625-$1.725 billion as activity and acquisitions expand.
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Wed, Aug 5
Horace Mann Q2 2026 Earnings: P&C Underwriting Supports Higher Core EPS Guidance
Horace Mann Educators reported Q2 2026 revenue of $443.5 million, up 7.7% year over year, and GAAP net income of $41.6 million, up 41.5%. Diluted EPS rose to $1.01 from $0.71, while non-GAAP core EPS increased 10.4% to $1.17. Property & Casualty underwriting was the main operating driver, with the combined ratio improving by more than seven points to 89.6% amid lower catastrophe losses. The insurer raised full-year 2026 core EPS guidance to $4.60-$4.90 and ended the quarter with tangible book value per share up 9.5%.
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Wed, Aug 5
Arcosa Q2 2026 earnings: EBITDA margin expands as free cash flow turns negative
Arcosa’s Q2 2026 revenue from continuing operations rose 2% to $658.7 million, while diluted EPS was unchanged at $1.03. Adjusted EBITDA increased 5% to $145.9 million and margin expanded 60 basis points to 22.1%, supported by utility structures and improved aggregates unit profitability. However, operating cash flow fell to negative $24.7 million and free cash flow to negative $51.0 million as working-capital use and capital spending increased. The quarter also reflected the completed barge sale and costs related to the pending CRH acquisition.
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Wed, Aug 5
Genworth Q2 2026 Earnings: Enact Stability Offset by Closed Block Losses
Genworth Financial’s (NYSE: GNW) Q2 2026 net income fell to $47 million from $51 million, while diluted EPS held at $0.12. Adjusted operating income excluding Closed Block was unchanged at $112 million, or $0.29 per diluted share versus $0.27 a year earlier. Enact contributed $143 million of adjusted operating income, but the Closed Block’s loss widened to $110 million as long-term care claims increased and terminations declined. Holding-company cash and liquid assets ended the quarter at $215 million after receiving $103 million of capital returns from Enact.TradingKey
Wed, Aug 5
DXP Q2 2026 Earnings: Pumping Solutions Drives 15.6% Sales Growth
DXP Enterprises’ Q2 2026 sales rose 15.6% to $576.5 million, while GAAP diluted EPS increased to $1.76 from $1.43. Adjusted EBITDA advanced 22.8% to $70.4 million and its margin widened to 12.2%, while free cash flow reached $29.8 million. Innovative Pumping Solutions led segment growth with a 52.6% revenue increase, and both organic sales and recent acquisitions contributed to the quarter. Investors should monitor acquisition integration, $842.5 million of debt, rising interest expense, and whether pumping-led growth can remain durable.
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Wed, Aug 5
CACI Fiscal Q4 2026 Earnings: Revenue Rises 17.6% as GAAP EPS Slips
CACI International's fiscal Q4 2026 revenue rose 17.6% year over year to $2.71 billion, while diluted EPS declined 1.3% to $7.05 as higher interest expense related to the ARKA acquisition and a larger tax provision offset operating gains. Operating income increased 31.7% to $272.2 million, and free cash flow climbed 67.4% to $232.9 million on working-capital management. The company issued fiscal 2027 revenue guidance of $10.65 billion to $10.85 billion and expects at least $900 million in free cash flow.
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Wed, Aug 5
SEG Q2 2026 Earnings: Loss Narrows Despite Lower Revenue
Seaport Entertainment Group (NYSE: SEG) reported Q2 2026 revenue of $34.3 million, down 13.8% year over year, while its GAAP net loss attributable to common stockholders narrowed 29.2% to $10.5 million, or $0.82 per diluted share. Adjusted net income turned positive at $0.3 million as hospitality costs and general and administrative expenses declined, even though hospitality revenue fell sharply. Rental revenue rose 66.7%. SEG ended June 30, 2026 with $127.0 million of cash, cash equivalents and restricted cash against $38.1 million of fixed-rate debt.
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Wed, Aug 5
Cadre Q2 2026 Earnings: Sales Rise 32% but GAAP EPS Declines
Cadre’s Q2 2026 net sales rose 32% year over year to $207.1 million, while diluted EPS declined to $0.26 from $0.30. Gross margin improved to 42.1%, and adjusted EBITDA increased to $42.0 million with a 20.3% margin, driven by acquisitions and demand for nuclear safety, armor, and duty gear. GAAP net income fell as contingent consideration, compensation costs, and foreign-exchange pressure offset higher gross profit. Cadre also raised full-year 2026 sales and adjusted EBITDA guidance, supported by a record $368 million backlog.
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Wed, Aug 5
TPL Q2 2026 earnings: Oil royalties drive record revenue and free cash flow
Texas Pacific Land (TPL) reported Q2 2026 revenue of $246.1 million, diluted EPS of $2.23 and free cash flow of $155.5 million. Revenue rose about 3.9% from Q1 as oil and gas royalty revenue increased by $27.4 million, supported by higher realized prices and record royalty production. Those gains were partly offset by the absence of Q1 land-sale revenue and lower water sales. Net income reached a record $153.9 million, while operating expenses were nearly flat sequentially. Land and Resource Management revenue increased, while Water Services and Operations revenue edged lower.TradingKey
Wed, Aug 5
H&P Fiscal Q3 2026 Earnings: Asset Sale Drives GAAP Profit
Helmerich & Payne (H&P) reported fiscal Q3 2026 revenue of $1.035 billion, down about 0.6% year over year, and diluted EPS of $0.74 versus a $1.64 loss a year earlier. A roughly $115 million gain from the Utica Square sale materially boosted GAAP net income to $76 million, while adjusted results remained a $10 million loss, or $0.11 per share. Adjusted EBITDA reached $236 million as North America and International direct margins improved sequentially, while Offshore backlog increased to $3.6 billion.
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Wed, Aug 5
Tutor Perini Q2 2026 earnings: Project execution lifts operating income 54%
Tutor Perini’s Q2 2026 revenue rose 19% to a record $1.637 billion, while diluted EPS increased to $1.23 from $0.38. Income from construction operations climbed 54% to $117.7 million as activity accelerated on newer large projects and share-based compensation expense declined. All three segments posted double-digit revenue growth, and backlog ended June at $19.9 billion. The company raised full-year adjusted EPS guidance to $5.15-$5.45, while first-half operating cash flow increased 17% to $334.1 million. Debt was $396 million, with cash exceeding total debt by $542 million.
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Wed, Aug 5
Mativ Q2 2026 earnings: SAS drives margin expansion
Mativ’s Q2 2026 revenue increased 1.2% year over year to $531.8 million, while diluted EPS improved to $0.06 from a $0.18 loss. Adjusted EBITDA rose 12% to $75.0 million and margin expanded 130 basis points to 14.1%, led by Sustainable & Adhesive Solutions, where EBITDA margin increased 210 basis points. Quarterly free cash flow grew 24% to $60.4 million, helping reduce leverage, although total debt remained $974.5 million. Filtration & Advanced Materials sales declined 1.3% as lower volume and mix offset pricing and currency benefits.
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Wed, Aug 5
Excelerate Energy Q2 2026 earnings: Jamaica lifts profit and outlook
Excelerate Energy’s Q2 2026 revenue rose about 61% year over year to $329.3 million, while diluted EPS increased to $0.37 from $0.15. Net income reached $50.1 million and adjusted EBITDA climbed about 12% to $120.1 million, supported by a full-quarter contribution from the Jamaica platform and the absence of prior-year acquisition costs. The company raised and narrowed full-year adjusted EBITDA guidance to $490 million-$515 million. At quarter-end, unrestricted cash was $342.4 million and all $500 million of revolving credit capacity remained available.TradingKey
Wed, Aug 5
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