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Arcus Biosciences Q2 2026 Results: Revenue Falls Without Last Year's License Catch-Up
Arcus Biosciences (NYSE: RCUS) reported Q2 2026 revenue of $41 million, down about 74% from $160 million, while diluted EPS fell to -$0.72 from $0.00 as reported. The company posted a $91 million net loss despite lower R&D and G&A spending, as the prior-year period benefited from a $143 million license-related catch-up. Cash, cash equivalents and marketable securities totaled $775 million, with management projecting approximately $600 million at year-end and funding through at least the second half of 2028. Upcoming casdatifan readouts are the central pipeline focus.
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Wed, Aug 5
TaskUs Q2 2026 Earnings: Revenue Growth Came With Lower Adjusted Margins
TaskUs (TASK) reported fiscal Q2 2026 service revenue of $308.9 million, up 5.0% year over year, and diluted EPS of $0.24, up 9.1%. AI Services grew 25.8%, but adjusted EBITDA fell 11.2% to $57.7 million as its margin narrowed to 18.7% from 22.1%. Operating cash flow increased to $43.1 million and free cash flow reached $32.6 million. The company raised the low end of full-year revenue guidance to $1.22 billion and now expects $110 million to $120 million of adjusted free cash flow.
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Wed, Aug 5
Myomo Q2 2026 earnings: Gross margin expansion narrows the operating loss
Myomo (MYO) reported Q2 2026 revenue of $11.7 million, up 21% year over year, while GAAP loss per share narrowed to $0.09 from $0.11. Gross margin expanded to 72.1% from 62.7%, helping reduce the operating loss to $2.3 million and the adjusted EBITDA loss to $0.8 million. Growth came from higher unit volume, a 2% increase in average selling price, and stronger referral, O&P, and international channels. The company raised full-year revenue guidance to $45 million to $47 million and expects second-half cash burn below $2 million.
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Wed, Aug 5
AppLovin Q2 2026 earnings: Revenue rose 53% as margins expanded
AppLovin’s Q2 2026 revenue rose 53% year over year to $1.924 billion, while diluted EPS increased to $3.76 from $2.39. Net income reached $1.267 billion and adjusted EBITDA climbed 58% to $1.614 billion, lifting the non-GAAP margin to 84% from 81%. Free cash flow grew more slowly, up about 12% to $863 million. For Q3, AppLovin guided to $2.055 billion-$2.085 billion in revenue and an 83% adjusted EBITDA margin. Cash conversion and the guided margin step-down are the main follow-up issues.
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Wed, Aug 5
Chime Q2 2026 Earnings: Revenue Grows 27% as GAAP Profitability Continues
Chime’s Q2 2026 earnings delivered revenue of $669.8 million, up 27% year over year, and diluted EPS of $0.07 versus a $7.29 loss a year earlier. Net income reached $27.9 million for a second consecutive GAAP-profitable quarter, while adjusted EBITDA was $102 million at a 15% margin. Active Members increased 20% to 10.4 million, and platform-related revenue grew 48%. Chime raised its full-year 2026 revenue and adjusted EBITDA outlook as Chime Prime and liquidity products supported engagement and monetization.
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Wed, Aug 5
Solaris Q2 2026 Earnings: Power Solutions Drives a 30% Sequential Adjusted EBITDA Gain
Solaris Energy Infrastructure (NYSE: SEI) reported Q2 2026 revenue of $219.4 million, up about 47% year over year, while diluted Class A EPS declined to $0.26 from $0.30. Adjusted EBITDA rose to $108.3 million, driven by Solaris Power Solutions, whose revenue increased 23% sequentially to $158.3 million. The company raised Q3 adjusted EBITDA guidance to $90 million-$105 million, introduced a $100 million-$120 million Q4 range, and expanded three contracts expected to add more than $100 million in annual adjusted EBITDA.
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Wed, Aug 5
Corpay Q2 2026 earnings: FTC charge pushes GAAP profit lower
Corpay reported Q2 2026 revenue of $1.3388 billion, up 21% year over year, while GAAP diluted EPS fell 7% to $3.70. Adjusted diluted EPS rose 36% to $7.00 and adjusted EBITDA increased 24% to $767.2 million, highlighting the impact of a $100 million preliminary FTC settlement charge on reported profitability. Corporate Payments organic revenue grew 16%, and Corpay raised its fiscal 2026 outlook to revenue of $5.290 billion to $5.330 billion and adjusted diluted EPS of $27.15 to $27.55.
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Wed, Aug 5
HubSpot Q2 2026 earnings: Revenue rises 20% as operating margins expand
HubSpot’s Q2 2026 revenue rose 20% as reported to $911.7 million, while diluted GAAP EPS improved to $0.86 from a $0.06 loss. Non-GAAP operating margin expanded to 20.3% from 17.0%, and operating cash flow increased to $222.8 million. Subscription revenue remained the main growth engine, supported by 306,446 customers and higher average subscription revenue per customer, although subscription margins declined. HubSpot guided Q3 revenue to $924 million-$925 million, implying 14% reported growth as it continues changes to its AI products, pricing, and go-to-market model.
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Wed, Aug 5
System1 Q2 2026 earnings: Revenue contracts as adjusted gross margin reaches 85%
System1’s Q2 2026 revenue fell 61% year over year to $30.2 million after it reduced search-monetization marketing across owned properties. The mix shift toward the higher-quality Products business lifted adjusted gross margin to 85%, while the GAAP net loss narrowed to $15.3 million. However, lower revenue scale weakened underlying profitability, and management is balancing investment in new agentic AI products with efforts to restore Partner Network growth and improve efficiency after completing a debt exchange intended to cut gross debt by half.
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Wed, Aug 5
Evolus Q2 2026 Earnings: Revenue Rises 21% as Adjusted EBITDA Stays Positive
Evolus reported Q2 2026 net revenue of $84.1 million, up 21% year over year, while its GAAP net loss narrowed to $8.1 million, or $0.12 per diluted share. Adjusted EBITDA improved by $12.6 million to positive $4.7 million, marking a third consecutive positive quarter, although operating cash flow remained negative. Toxin revenue was $75.2 million and injectable HA gels contributed $8.9 million. Evolus raised the lower end of full-year revenue guidance to $330 million and increased adjusted gross-margin guidance to 67.0%-67.5%.
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Wed, Aug 5
Warrior Q2 2026 earnings: Blue Creek lifts volumes and margins
Warrior Met Coal’s Q2 2026 revenue rose approximately 71% year over year to $509.7 million, while diluted EPS increased to $1.65 from $0.11. Blue Creek helped lift sales volume 65% to a record 3.7 million short tons and reduce cash cost per ton by 9% to $92.53. Adjusted EBITDA reached $156.9 million with a 30.8% margin, and free cash flow improved to $103.4 million as operating performance strengthened and capital spending fell after the mine’s construction phase. The company also raised full-year volume guidance by 0.5 million short tons.
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Wed, Aug 5
e.l.f. Beauty Q1 FY2027 Earnings: 36% Sales Growth Supports Higher Outlook
e.l.f. Beauty’s fiscal Q1 2027 net sales rose 36% to $479.4 million, while GAAP diluted EPS increased to $1.12 from $0.58. Adjusted EBITDA climbed 93% to $168.2 million, equal to 35% of sales. Gross margin reached 83%, with IEEPA tariff refunds accounting for about 1,050 basis points of the 1,400-basis-point expansion. The company raised fiscal 2027 net sales guidance to $1.938 billion-$1.968 billion and adjusted diluted EPS guidance to $3.50-$3.55, while higher SG&A, debt and acquisition-related contingent consideration remain important watchpoints.
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Wed, Aug 5
Energy Recovery Q2 2026 earnings: Megaproject weakness drives a 57% revenue decline
Energy Recovery (ERII) reported Q2 2026 revenue of $12.0 million, down 57% year over year, and a diluted loss of $0.06 per share versus earnings of $0.04. Gross margin rose to 74.7% from 64.0%, but lower revenue—led by an 82% decline in megaproject sales and disruption tied to the war in Iran—produced a $5.9 million operating loss. Operating cash flow increased to $16.3 million, while cash and investments ended the period at $98.1 million.
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Wed, Aug 5
Digi Fiscal Q3 2026 Earnings: Revenue Reaches $139 Million as Margins Expand
Digi International’s (DGII) fiscal Q3 2026 revenue rose 29% to $138.7 million, while GAAP diluted EPS increased 48% to $0.40. Net income climbed 54% to $15.7 million, adjusted EBITDA reached $40.4 million, and quarter-end ARR advanced 52% to $191 million. Growth reflected organic demand in IoT Product & Services as well as contributions from the Particle and Jolt acquisitions, while operating expense efficiencies lifted margins. Digi also raised its fiscal 2026 revenue, ARR growth, and adjusted EBITDA outlooks.
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Wed, Aug 5
KORU Medical Q2 2026 earnings: Core growth restores quarterly profitability
KORU Medical Systems (KRMD) reported fiscal Q2 2026 revenue of $12.0 million, up 18.2%, and GAAP diluted EPS of $0.01 as the company returned to quarterly profitability. Gross margin improved to 65.1%, while adjusted EBITDA rose to $0.9 million. International core revenue increased 59.1% and domestic core revenue grew 12.4%, partly offset by a 35.0% decline in pharma services and clinical trials. KORU narrowed full-year revenue guidance to $47.5 million-$48.5 million, raised its gross-margin outlook to 62%-64%, and continues to expect positive adjusted EBITDA.
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Wed, Aug 5
Fastly Q2 2026 earnings: Revenue rises 23% as margins expand
Fastly’s Q2 2026 revenue rose 23% year over year to $183.3 million, while its GAAP net loss narrowed to $15.6 million and non-GAAP diluted EPS improved to $0.15 from a $0.03 loss. GAAP gross margin expanded to 63.3%, supported by nearly flat cost of revenue despite higher sales. Security revenue grew 43%, operating cash flow increased to $39.3 million, and free cash flow declined to $3.6 million. Fastly also raised its full-year outlook and now guides to revenue of $732 million to $746 million.
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Wed, Aug 5
Xperi Q2 2026 Earnings: Advertising Growth Supports an Operating Turnaround
Xperi’s Q2 2026 revenue rose 8.1% year over year to $114.5 million, while its GAAP diluted loss narrowed to $0.03 per share from $0.32. GAAP operating income reached $2.9 million, and adjusted EBITDA increased 61% to $24.5 million with a 21.4% margin. Advertising and related revenue grew 54% as TiVo One monthly active users climbed 70% to 6.3 million. Xperi maintained its revenue and adjusted EBITDA margin guidance but raised planned capital expenditures to about $25 million.
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Wed, Aug 5
Kemper Q2 2026 Earnings: $460 Million Impairment Drives the GAAP Loss
Kemper’s Q2 2026 revenue fell 10.8% to $1.09 billion, while a $460 million non-cash goodwill impairment drove a $464.8 million net loss and diluted EPS of $(7.90). Adjusted consolidated net operating income remained positive at $26.3 million, or $0.45 per share, but declined from $84.1 million as Specialty Property & Casualty earnings weakened. Higher claim severity and frequency in California pressured Personal Auto underwriting, while Commercial Auto earned premiums and Life Insurance earnings increased. Kemper retained $350 million of revolving-credit capacity.
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Wed, Aug 5
Figma Q2 2026 Earnings: Revenue Rises 48% on Seat and AI Expansion
Figma’s fiscal Q2 2026 revenue increased 48% year over year to $370.1 million, while GAAP diluted EPS fell to a $0.21 loss from roughly breakeven. GAAP gross margin declined five points to 84%, and the company posted a $117.3 million operating loss amid higher operating spending and $147.6 million of stock-based compensation. Still, non-GAAP operating income reached $36.1 million and free cash flow was $53.2 million. A 136% net dollar retention rate, broader AI-credit use, and seat expansion supported a $40 million increase in full-year revenue guidance.
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Wed, Aug 5
Airgain Q2 2026 earnings: Sequential growth restores positive adjusted EBITDA
Airgain’s Q2 2026 revenue was $13.7 million, up 0.7% year over year and 19.1% sequentially, while GAAP diluted EPS slipped to a $0.13 loss from a $0.12 loss. Adjusted EBITDA turned positive at $0.4 million as non-GAAP operating expenses fell, but GAAP gross margin eased to 42.3% because of customer and consumer product mix. Enterprise IoT modems led sequential growth. For Q3, Airgain guided to $14.25 million-$16.25 million in sales and $0.7 million of adjusted EBITDA at the midpoint, while flagging consumer supply constraints.
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Wed, Aug 5
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