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Payoneer Q2 2026 earnings: B2B volume accelerates as GAAP profit turns to loss
Payoneer’s Q2 2026 revenue increased 5% to $274.3 million, while payment volume rose 15% to $23.7 billion as B2B activity accelerated. Revenue excluding interest income grew 10%, but lower interest income limited total growth. Higher operating costs, M&A-related expenses and other financial expense contributed to a $2.4 million GAAP net loss, compared with $19.5 million of profit a year earlier, even as adjusted EBITDA improved. The pending Nuvei acquisition prompted Payoneer to withdraw its 2026 outlook and suspend earnings calls.
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Thu, Aug 6
PepGen Q2 2026 earnings: Lower R&D spending narrows the net loss
PepGen’s Q2 2026 earnings showed a net loss of $17.8 million, down from $23.1 million a year earlier, while basic and diluted loss per share narrowed to $0.26 from $0.70. R&D expense fell to $12.5 million, helping reduce total operating expenses, although G&A increased. PepGen ended June with $117.2 million in cash, cash equivalents and marketable securities and expects this to fund operations into Q4 2027. The next major focus is November data from the fully enrolled 10 mg/kg FREEDOM2-DM1 cohort.
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Thu, Aug 6
Cars.com Q2 2026 earnings: Marketplace growth offsets OEM weakness
Cars.com reported Q2 2026 revenue of $179.9 million, up 1% year over year, and diluted EPS of $0.25 versus $0.11. Marketplace revenue rose more than 7%, its fastest quarterly growth since 2021, helping offset an 18% decline in OEM and National revenue. Net income doubled to $14.3 million, while adjusted EBITDA increased 4% to $53.0 million and margin expanded to 29.4%. The company reaffirmed full-year revenue growth of flat to 2% and an adjusted EBITDA margin of 29% to 30%.
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Thu, Aug 6
Nuvation Bio Q2 2026 earnings: IBTROZI lifts revenue to $31.7 million
Nuvation Bio’s Q2 2026 revenue rose to $31.7 million from $4.8 million, led by $23.2 million in IBTROZI net product revenue and $8.5 million in collaboration and license revenue. The GAAP net loss widened to $62.8 million, or $0.18 per share, even as the operating loss narrowed, because interest expense increased and the company recorded a $9.5 million debt-extinguishment loss. Nuvation Bio ended June with $661.0 million in cash, cash equivalents, and marketable securities, while IBTROZI adoption and expanded safusidenib development remain the central operating themes.
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Thu, Aug 6
Nova Q2 2026 earnings: Advanced logic and packaging lift revenue 16%
Nova's Q2 2026 revenue reached a record $255.0 million, up 16% year over year, as advanced logic and advanced packaging demand supported growth. GAAP diluted EPS increased to $2.20 from $2.14, while non-GAAP diluted EPS rose 14% to $2.51. Gross margin declined to 56.5% from 57.8%, and operating cash flow fell to $40.9 million as receivables used more cash. For Q3 2026, Nova guided to $277 million to $287 million in revenue and non-GAAP diluted EPS of $2.70 to $2.85, indicating further sequential expansion if achieved.TradingKey
Thu, Aug 6
ATI Q2 2026 earnings: AA&S margin gains support a higher outlook
ATI’s Q2 2026 revenue rose 11% to $1.26 billion, while GAAP diluted EPS increased 56% to $1.09 and adjusted EBITDA climbed 37% to $284.4 million. The AA&S segment produced the largest margin improvement as aerospace and defense demand, pricing and product mix lifted results, though quarterly adjusted free cash flow fell to $68.6 million. ATI raised full-year guidance for adjusted EBITDA, adjusted EPS and adjusted free cash flow, supported by a record $4.4 billion backlog. Capacity qualification costs and working-capital requirements remain important areas to monitor.
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Thu, Aug 6
NCDL Q2 2026 Earnings: Credit Losses Weigh on NAV
Nuveen Churchill Direct Lending (NCDL) reported Q2 2026 investment income of $44.3 million, down from $53.1 million a year earlier, and net investment income of $20.2 million, or $0.41 per share. Realized and unrealized investment losses totaled $16.6 million, reducing the increase in net assets from operations to $0.07 per share and contributing to NAV falling to $17.19 from $17.50 sequentially. Lower base rates reduced portfolio yield, while lower financing costs provided a partial offset and the quarterly distribution remained covered.
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Thu, Aug 6
Immunovant Fiscal Q1 2027 Results: IMVT-1402 Spending Widens Net Loss
Immunovant’s fiscal Q1 2027 results showed a GAAP net loss of $153.2 million, compared with $120.6 million a year earlier, while loss per share widened to $0.75 from $0.71. R&D expense rose about 41% to $142.6 million as IMVT-1402 clinical trials and contract manufacturing expanded, partly offset by lower batoclimab spending and a 32% decline in G&A expense. The company ended June 2026 with $797.8 million in cash and said its runway extends to a potential IMVT-1402 launch in Graves’ disease under the current operating plan.
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Thu, Aug 6
Immunocore Q2 2026 Earnings: KIMMTRAK Sales Rise 18% as Loss Narrows
Immunocore's Q2 2026 net product revenue rose 18% year over year to $115.9 million, while diluted loss per share narrowed to $0.02 from $0.20. Net loss fell to $0.8 million despite higher R&D spending tied to three Phase 3 studies, and cash, cash equivalents and marketable securities totaled $880.2 million at June 30. KIMMTRAK growth remained broad, with U.S. sales up 17% and combined Europe and international sales up 21%, while the TEBE-AM Phase 3 trial neared its 540-patient enrollment target. The company also highlighted five-year survival data and brenetafusp pipeline progress.
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Thu, Aug 6
Peloton Q4 FY2026 Earnings: Margin Expansion Lifts Profit on Flat Revenue
Peloton Interactive’s Q4 FY2026 revenue was $607.7 million, essentially unchanged from $606.9 million a year earlier, while diluted EPS increased to $0.13 from $0.05. Total gross margin expanded 260 basis points to 56.7%, supported by higher subscription revenue and a 73.6% subscription gross margin, even as Connected Fitness Products revenue fell 14%. Net income reached $61.6 million, but quarterly free cash flow declined 21% to $88.7 million. FY2027 guidance points to lower annual revenue at the midpoint alongside further margin and adjusted EBITDA growth.
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Thu, Aug 6
Monte Rosa Q2 2026 earnings: Higher R&D widens loss as pipeline advances
Monte Rosa Therapeutics’ Q2 2026 collaboration revenue fell to $9.0 million from $23.2 million, while net loss widened to $43.4 million as R&D expense rose to $48.0 million. The company ended June with $626.0 million in cash, restricted cash and marketable securities, which management expects to fund operations into 2029. Operationally, Monte Rosa completed enrollment and dosing in MRT-8102’s GFORCE-1 study, activated Phase 2 work for MRT-2359, and saw Novartis activate a Phase 2 Sjögren’s disease study for MRT-6160.
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Thu, Aug 6
Datadog Q2 2026 Earnings: Revenue Rises 36% as Cash Flow Expands
Datadog’s Q2 2026 revenue rose 36% year over year to $1.12 billion, while GAAP diluted EPS increased to $0.12 from $0.01. Non-GAAP operating margin expanded to 23% from 20%, and free cash flow reached $279 million with a 25% margin. The company ended June with about 4,720 customers generating at least $100,000 in ARR and $5.0 billion in cash and marketable securities. Investors now need to weigh improving operating leverage and cash generation against a one-point gross-margin decline and the large gap between GAAP and non-GAAP profitability.
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Thu, Aug 6
Lantheus Q2 2026 Earnings: Revenue Rises Despite Lower PYLARIFY Sales
Lantheus reported Q2 2026 worldwide revenue of $388.2 million, up 2.7% year over year, while GAAP diluted EPS slipped to $1.11 from $1.12. Neuraceq and DEFINITY offset a 4.1% decline in PYLARIFY and the absence of SPECT revenue, but adjusted operating margin fell to 36.6% from 40.4%. Free cash flow increased to $89.9 million. The pending Curium acquisition, valued at up to approximately $8.0 billion, led Lantheus to suspend full-year 2026 guidance, leaving deal completion, PYLARIFY sales and margin trends as the main issues to monitor.
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Thu, Aug 6
GPGI Q2 2026 earnings: Sales and EBITDA margin both decline
GPGI’s second-quarter 2026 earnings showed pro forma adjusted net sales of $473.2 million, down 4% year over year, while pro forma adjusted EBITDA fell 13% to $113.9 million. EBITDA margin narrowed 230 basis points to 24.1%, even as GAAP diluted EPS improved to $0.17 from a $0.26 loss. CompoSecure delivered record ROS-enabled results, but Husky faced transient market headwinds. GPGI reiterated full-year sales of $1.95 billion to $2.10 billion and adjusted EBITDA of $550 million to $610 million.
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Thu, Aug 6
KVH Industries Q2 2026 earnings: LEO services drive 27% revenue growth
KVH Industries reported Q2 2026 revenue of $33.7 million, up 27% year over year, as service revenue climbed 29% and airtime revenue rose 31% on higher Starlink and OneWeb subscriptions. GAAP net income fell to $0.2 million, or $0.01 per share, from $0.9 million, while adjusted EBITDA increased to $3.0 million from $2.7 million. LEO services represented more than 55% of airtime sales, highlighting a rapid mix shift away from declining VSAT services even as profit conversion remained constrained.
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Thu, Aug 6
Gogo Q2 2026 Earnings: Military Growth Was Offset by Business Aviation Weakness
Gogo’s Q2 2026 revenue declined 1.4% year over year to $222.8 million, and diluted EPS swung to a $0.01 loss from a $0.09 profit. Military/government service revenue rose 40% to $39.9 million, but business aviation service revenue fell 8% to $151.3 million, while adjusted EBITDA decreased 13% to $53.7 million. Free cash flow remained positive at $21.6 million, although cash fell after earn-out and debt payments. Gogo updated its 2026 outlook and now includes $22 million of litigation expense, with Galileo and 5G expected to ramp in the second half.
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Thu, Aug 6
Cullinan Q2 2026 earnings: Lower expenses narrow the net loss
Cullinan Therapeutics’ Q2 2026 net loss narrowed to $53.7 million from $70.1 million, while loss per common share improved to $0.81 from $1.07. R&D expense fell to $44.4 million, and the company ended June with $356.0 million in cash and investments, which management says funds operations into 2029. Key upcoming events include CLN-978 and velinotamig autoimmune data readouts, the start of a potentially registrational CLN-049 Phase 2 AML study, and zipalertinib’s February 2027 FDA action date.
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Thu, Aug 6
Sotera Health Q2 2026 Earnings: Segment Growth Supports a Higher Outlook
Sotera Health’s Q2 2026 net revenue rose 9.2% to $321.4 million, while diluted GAAP EPS increased to $0.19 from $0.03. Adjusted EBITDA grew 10.0% to $165.7 million, and its margin expanded 40 basis points to 51.6% as all three segments increased revenue. Nordion led with 16.7% constant-currency growth, while higher costs limited Nelson Labs’ segment income growth. Operating cash flow was $88 million, net leverage improved to 3.0x, and Sotera Health raised its full-year 2026 revenue and adjusted EBITDA outlook.
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Thu, Aug 6
Avalo Q2 2026 Earnings: $472.2 Million Supports 2027 Clinical Milestones
Avalo Therapeutics reported a Q2 2026 net loss of $36.4 million, widening from $20.8 million, while diluted loss per share narrowed to $0.83 from $1.92 because weighted average shares increased sharply. R&D expense rose to $23.4 million, including a $10.0 million abdakibart milestone, and cash, equivalents and investments totaled $472.2 million at June 30. Management expects that balance to fund operations into 2029 as Avalo targets an abdakibart Phase 3 start and an AVTX-010 IND submission in the first half of 2027.
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Thu, Aug 6
Intellia Q2 2026 Earnings: Lonvo-z Moves Toward a BLA
Intellia Therapeutics’ Q2 2026 collaboration revenue fell to $7.7 million from $14.2 million, while net loss widened to $106.6 million and diluted loss per share narrowed to $0.80 from $0.98. Cash, cash equivalents and marketable securities reached $628.4 million after a $195 million net public offering, supporting operations at least into 2028. The quarter’s central development was positive Phase 3 HAELO data for lonvo-z, which reduced HAE attacks by 87% versus placebo, as Intellia prepared for expected BLA acceptance in the second half of 2026.
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Thu, Aug 6
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