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LCI Industries Q2 2026 earnings: Margins expand despite lower RV sales
LCI Industries (NYSE: LCII) reported Q2 2026 net sales of $968.7 million, down 12.5% year over year, while diluted EPS rose 20% to $2.75 and net income increased 16% to $67.1 million. Adjusted sales fell 4.5% after excluding an $88.8 million tariff-refund pass-through reduction, but operating margin expanded 200 basis points to 9.9%. Aftermarket sales grew 10% as RV OEM sales fell 33%. LCI lowered its 2026 RV shipment and revenue outlook while reaffirming a 7.5%–8.0% operating margin range.
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Wed, Aug 5
Acacia Q2 2026 Earnings: IP Licensing Drives 124% Revenue Growth
Acacia Research’s Q2 2026 revenue rose 124% year over year to $114.6 million as paid-up intellectual-property licensing revenue jumped to $60.9 million. Adjusted diluted EPS improved to $0.13 from a $0.06 loss, and total company adjusted EBITDA increased to $17.3 million from $1.9 million. GAAP net income was only $47,000 after a $30.9 million equity-method investment impairment, while free cash flow turned negative at $0.8 million despite stronger operating results. Benchmark Energy posted record revenue under Acacia ownership, and the parent ended June with no debt.
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Wed, Aug 5
1stDibs Q2 2026 Earnings: Lower Costs Drive Positive Adjusted EBITDA
1stDibs reported Q2 2026 net revenue of $23.3 million, up 5% year over year, while GAAP diluted EPS improved to -$0.03 from -$0.12. GMV increased 7% to $96.0 million despite a 4% decline in orders and a 10% drop in active buyers, indicating that higher transaction value offset lower marketplace volume. Gross margin reached 73.9%, and adjusted EBITDA turned positive at $1.3 million. Reported free cash flow remained negative, while Q3 guidance implies sequential moderation in GMV, revenue and adjusted EBITDA margin.
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Wed, Aug 5
Shake Shack Q2 2026 Earnings: Revenue Growth Came With Margin Pressure
Shake Shack’s Q2 2026 revenue rose 17.2% to $417.6 million, supported by 3.5% same-Shack sales growth and 27 new openings. Diluted EPS declined to $0.37 from $0.41, while net income fell to $16.9 million from $18.5 million. Restaurant-level profit increased to $92.7 million, but its margin narrowed to 23.0% from 23.9%. Adjusted EBITDA rose 3.9% to $61.2 million, although its margin fell to 14.7%. First-half capital spending also exceeded operating cash flow, highlighting the cash demands of expansion.
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Wed, Aug 5
Valvoline Fiscal Q3 2026 Earnings: Revenue Rises 24% on 8% Same-Store Sales Growth
Valvoline’s fiscal Q3 2026 net revenue rose 24% to $544.6 million, while diluted EPS from continuing operations increased 16% to $0.51. System-wide same-store sales grew 8.0%, supported by pricing, and adjusted EBITDA climbed 25% to $162.4 million. Gross and net profit margins narrowed as finished lubricant costs and interest expense increased, although adjusted EBITDA margin edged up to 29.8%. Valvoline also raised its full-year same-store sales outlook and narrowed guidance ranges for revenue, adjusted EBITDA, and adjusted EPS.
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Wed, Aug 5
Kraft Heinz Q2 2026 earnings: Emerging-market growth cushions adjusted profit pressure
Kraft Heinz’s fiscal Q2 2026 net sales fell 1.4% to $6.262 billion, while adjusted EPS declined 18.8% to $0.56. A $7.4 billion non-cash impairment drove a $5.46 billion GAAP net loss, even as adjusted gross margin held flat at 34.1%. Emerging Markets delivered 10.4% reported growth, partly offsetting declines in North America and International Developed Markets. Year-to-date free cash flow rose 10.3% to $1.7 billion, and the company raised its organic sales outlook while increasing planned 2026 investments to about $700 million.
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Wed, Aug 5
SharkNinja Q2 2026 Earnings: Sales Rise 22.2% as GAAP Margins Narrow
SharkNinja’s Q2 2026 net sales rose 22.2% to $1.77 billion, while diluted EPS slipped to $0.92 from $0.98 as tariffs, foreign exchange and higher operating costs pressured GAAP margins. Adjusted EPS increased 29.9% to $1.26, and adjusted EBITDA rose 18.6% to $264.9 million. International sales grew 36.6%, while Cooking and Beverage and Beauty and Home Environment led category growth. SharkNinja raised fiscal 2026 guidance to 16%-17% sales growth and adjusted EPS of $6.45-$6.55, supported by stronger operations and an expected tariff refund benefit.
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Wed, Aug 5
CDW Q2 2026 earnings: Hardware demand lifts revenue as margins narrow
CDW’s Q2 2026 net sales increased 10.0% year over year to $6.57 billion, while GAAP diluted EPS rose 5.1% to $2.15 and non-GAAP diluted EPS advanced 11.9% to $2.91. Demand for data storage, servers, notebooks and mobile devices, software, and networking products supported growth, with Government and the UK-and-Canada “Other” segment posting the fastest gains. Gross margin nevertheless declined to 20.1% from 20.8% as the mix shifted toward lower-margin hardware, while higher compensation and workplace optimization costs held GAAP operating income growth to 2.0%.
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Wed, Aug 5
Cushman & Wakefield Q2 2026 Earnings: Leasing Drives 11% Revenue Growth
Cushman & Wakefield (NYSE: CWK) reported Q2 2026 revenue of $2.76 billion, up 11%, as leasing revenue rose 27% and services revenue increased 8%. Adjusted EBITDA grew 14% to $183.6 million, but GAAP net income fell 8% to $52.7 million and diluted EPS declined to $0.22 from $0.25. Higher interest expense, taxes, real estate investment losses and operating costs limited profit conversion. The company raised its 2026 adjusted EPS growth guidance to 18%-23% from 15%-20% and lowered the borrowing spread on its term loan.
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Wed, Aug 5
Extreme Networks Q4 FY2026 earnings: Product growth drives a return to GAAP profit
Extreme Networks’ fiscal Q4 2026 revenue rose 10.3% year over year to $338.6 million, while GAAP diluted EPS improved to $0.13 from a $0.06 loss. Product revenue increased 13.9% to $218.5 million and SaaS ARR reached $244.3 million, up 17.7%, helping GAAP operating margin recover to 6.2%. Free cash flow declined to $65.3 million from $75.3 million. For fiscal 2027, Extreme guided revenue to $1.38 billion-$1.40 billion and non-GAAP EPS to $1.28-$1.33, supported by product demand, pricing actions and secured supply.
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Wed, Aug 5
Palmer Square Capital BDC Q2 2026 earnings: A smaller portfolio weighs on investment income
Palmer Square Capital BDC’s Q2 2026 total investment income fell 13.8% to $27.3 million, while net investment income declined to $12.0 million, or $0.39 per share. Lower expenses and narrower realized and unrealized losses lifted the net increase in net assets resulting from operations to $8.5 million, or $0.27 per share. NAV slipped to $13.21 from $13.30 in the prior quarter as the investment portfolio contracted. The company declared a $0.36 third-quarter base dividend and expects to announce a supplemental dividend in September.
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Wed, Aug 5
Galaxy Q2 2026 earnings: Data-center contribution could not offset treasury losses
Galaxy Digital’s Q2 2026 results showed GAAP revenue of $8.56 billion, a net loss of $85.3 million, and diluted EPS of $(0.09). Digital Assets and Data Centers generated $86 million of adjusted gross profit, with Data Centers contributing $20 million as all 133 MW of Helios Phase I critical IT load entered service by quarter-end. Treasury & Corporate remained the main drag because of unrealized digital-asset and investment losses, while cash and stablecoins totaled $2.46 billion and quarterly data-center capital spending reached $448 million.TradingKey
Wed, Aug 5
Criteo Q2 2026 earnings: Revenue falls 11% on client scope changes and media softness
Criteo’s Q2 2026 revenue fell 11% year over year to $428.0 million, while GAAP diluted EPS declined 44% to $0.22. Contribution ex-TAC dropped 13% to $255.5 million and adjusted EBITDA fell 18% to $73.3 million as two Retail Media client scope changes and Performance Media softness weighed on results. Operating cash flow improved to $20.3 million, but free cash flow remained negative at $37.5 million after higher investment spending. Criteo also issued a more conservative 2026 outlook, calling for a 10% to 12% constant-currency decline in contribution ex-TAC.
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Wed, Aug 5
InMode Q2 2026 Earnings: Flat Revenue and Lower Margins
InMode’s Q2 2026 revenue was $95.6 million, essentially flat year over year, while GAAP diluted EPS fell to $0.29 from $0.42 and GAAP operating margin narrowed to 13% from 24%. Consumables and service revenue increased 13% to $22.3 million, partly offsetting lower international capital equipment sales. Higher product costs, sales investments and professional-services expenses pressured profitability. InMode ended June with a $501.1 million cash position and provided full-year revenue guidance of $365 million to $375 million, while management expects current cost pressures to persist.
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Wed, Aug 5
Regal Rexnord Q2 2026 Earnings: Tariff Refunds Lift Adjusted Profit
Regal Rexnord’s Q2 2026 revenue rose 4.2% year over year to $1.558 billion, diluted EPS increased 46.2% to $1.74, and adjusted EBITDA advanced 11.2% to $366.6 million. Automation & Motion Control led growth with a 16.2% sales increase, while Power Efficiency Solutions declined 5.5%. A $32.0 million IEEPA tariff refund materially supported adjusted profit and margins as free cash flow fell to $154.1 million. Regal Rexnord narrowed 2026 adjusted EPS guidance to $10.35–$10.85 while maintaining the $10.60 midpoint.
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Wed, Aug 5
Spire Q3 FY2026 earnings: Utility improvement was offset by higher corporate and transaction costs
Spire’s fiscal Q3 2026 operating revenue rose 19.2% to $420.2 million, but its continuing-operations net loss widened to $42.6 million, or $0.72 per diluted share, from $13.3 million, or $0.29. The Gas Utility adjusted loss improved to $3.2 million from $10.0 million as new rates and higher Alabama usage supported results. Higher corporate and interest costs, together with $36.0 million of acquisition-related charges, weighed on earnings. Spire reaffirmed FY2026 adjusted EPS guidance of $3.90–$4.10 from continuing operations, excluding Spire Tennessee.
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Wed, Aug 5
Innoviz Q2 2026 earnings: Record revenue came with a wider operating loss
Innoviz (NASDAQ: INVZ) reported record Q2 2026 revenue of $18.1 million, up about 86% from $9.7 million a year earlier, while diluted loss per share narrowed to $0.08 from $0.09. Gross profit fell to $0.7 million and the operating loss widened to $18.4 million as cost of revenue outpaced sales growth. Quarterly operating cash use increased to $14.4 million. The company reiterated its $67 million to $73 million full-year revenue target and highlighted early defense-market traction, including a $3.5 million order received after quarter-end.
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Wed, Aug 5
Kyndryl Fiscal Q1 2027 Earnings: Workforce Charges Weigh on Profitability
Kyndryl’s fiscal Q1 2027 revenue fell 3% year over year to $3.618 billion, while diluted EPS swung to a $0.25 loss from $0.23 of profit. The company recorded a $55 million net loss and $512 million of adjusted EBITDA, with the adjusted EBITDA margin contracting to 14.2% from 17.3%. Results included $152 million of workforce-rebalancing charges, and free cash flow was negative $401 million as working-capital timing weighed on cash generation. Kyndryl nevertheless reaffirmed its fiscal 2027 outlook.
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Wed, Aug 5
Global Payments Q2 2026 earnings: Worldpay lifts reported scale as normalized growth reaches 4%
Global Payments’ Q2 2026 GAAP revenue rose 68.6% to $3.32 billion, while diluted EPS fell to $0.05 from $0.99. Adjusted net revenue reached $3.16 billion and increased 4% on a normalized basis, with adjusted EPS up 11.7% to $3.46. The quarter reflected Worldpay’s addition and the removal of Issuer Solutions, making normalized comparisons more informative than reported growth. Management updated its 2026 outlook to 4%-5% normalized constant-currency adjusted net revenue growth and $13.60-$13.80 in adjusted EPS, citing pressure on the travel portfolio from the Middle East conflict.
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Wed, Aug 5
SolarEdge Q2 2026 Earnings: Revenue Rises 20% as Margins Recover
SolarEdge’s Q2 2026 revenue rose 19.6% year over year to $346.2 million, while its GAAP diluted loss narrowed to $0.50 per share from $2.13. GAAP gross margin expanded to 27.5% from 11.1%, including a $13.3 million IEEPA tariff-related benefit, and non-GAAP operating income reached $10.2 million after a $48.3 million loss a year earlier. Europe and U.S. commercial and industrial demand offset U.S. residential weakness. Q3 guidance calls for $310 million to $340 million of revenue and a 22% to 26% non-GAAP gross margin.
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Wed, Aug 5
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