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Papa Johns Q2 2026 Earnings: North America Weakness Drives Outlook Cut
Papa Johns’ fiscal Q2 2026 revenue fell 8.8% to $482.4 million, while diluted EPS declined to $0.24 from $0.28. Adjusted EBITDA was essentially flat at $52.7 million and adjusted EPS rose to $0.46, but North America comparable sales dropped 8.3% as demand softened and promotions intensified. International comparable sales increased 1.5%, while global system-wide sales declined 4.8%. Papa Johns cut its 2026 adjusted EBITDA outlook to $180 million-$190 million and suspended its quarterly dividend beginning in Q3 to fund transformation investments.
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Thu, Aug 6
Smith Douglas Homes Q2 2026 Earnings: Closings Rise as Margins Contract
Smith Douglas Homes’ Q2 2026 home closing revenue rose 22% to $273.0 million as closings increased 25% to 839, but diluted EPS dropped to $0.03 from $0.26. Home closing gross margin contracted to 17.6% from 23.2%, and pretax income included $7.6 million of inventory impairment and lot-option abandonment charges. Net new orders grew 32% and backlog units rose 17%, while lower average selling prices, a higher cancellation rate, and increased leverage highlighted the trade-offs behind the quarter’s volume-led growth.
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Thu, Aug 6
Marriott Vacations Worldwide Q2 2026 Earnings: Contract Sales Rise 22%
Marriott Vacations Worldwide’s Q2 2026 revenue rose 6% to $1.32 billion, while diluted EPS increased 20% to $2.12 and net income attributable to common stockholders reached $77 million. Contract sales grew 22% to $545 million as volume per guest increased 23%, although adjusted EBITDA margin narrowed 90 basis points to 23.4% amid higher marketing and sales costs and other operating pressures. The company raised its full-year 2026 ranges for contract sales, adjusted EBITDA, adjusted EPS, and adjusted free cash flow.
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Thu, Aug 6
Evergy Q2 2026 Earnings: Demand Growth Lifts Adjusted EPS Despite Higher Costs
Evergy reported Q2 2026 GAAP net income of $215.0 million, up from $171.3 million, with diluted EPS rising to $0.91 from $0.74. Adjusted EPS increased to $0.88 from $0.82 as regulated investment recovery, weather-normalized demand growth, and higher large-customer revenue outweighed higher operating and depreciation costs. The utility reaffirmed 2026 adjusted EPS guidance of $4.14-$4.34 and its 6%-8%+ annual growth target through 2030, with growth expected to exceed 8% from 2028 through 2030.
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Thu, Aug 6
Bentley Systems Q2 2026 Earnings: Subscription Growth Continued as Operating Margin Narrowed
Bentley Systems’ second-quarter 2026 revenue rose 12.8% year over year to $410.7 million, while diluted EPS increased to $0.25 from $0.22. Subscription revenue climbed 13.6% to $378.6 million and constant-currency ARR growth was 12%, supported by Resources and Public Works/Utilities demand. However, GAAP operating margin narrowed to 21.6% from 23.2% as operating expenses rose and the company absorbed costs tied to new finance and quote-to-cash platforms. Quarterly free cash flow improved to $63.8 million, though first-half free cash flow declined year over year.
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Thu, Aug 6
BlackSky Q2 2026 Earnings: Gen-3 Demand Turns Adjusted EBITDA Positive
BlackSky’s Q2 2026 revenue rose 50% year over year to $33.3 million as Gen-3 subscription adoption lifted space-based intelligence and AI services. Adjusted EBITDA improved to $4.7 million from a $2.8 million loss, while the GAAP net loss narrowed to $20.8 million from $41.2 million, partly because derivative losses declined. The company ended June with $244.1 million in cash, restricted cash and short-term investments after raising $150 million through its ATM program, and reaffirmed full-year revenue guidance of $130 million to $150 million.
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Thu, Aug 6
Amylyx Q2 2026 Earnings: Wider Loss as Avexitide Readout Nears
Amylyx Pharmaceuticals’ Q2 2026 earnings showed a GAAP net loss of $43.4 million, or $0.39 per share, versus $41.4 million and $0.46 a year earlier. R&D expense fell to $23.8 million, but SG&A rose to $21.9 million as legal costs and commercial preparations increased. Cash, cash equivalents and short-term investments ended June at $250.8 million, with runway expected into 2028. The central upcoming catalyst is topline Phase 3 LUCIDITY data for avexitide, expected in late August or early September 2026.
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Thu, Aug 6
PENN Q2 2026 Earnings: Interactive Loss Reduction Drives EBITDA Growth
PENN Entertainment’s Q2 2026 revenue rose 5.2% to $1.86 billion, while GAAP diluted EPS improved to $0.24 from a $0.12 loss. Net income reached $32.6 million and consolidated adjusted EBITDA increased 32.4% to $312.6 million, driven primarily by a $52.5 million reduction in the Interactive segment’s adjusted EBITDA loss and higher Retail earnings. Retail revenue reached a quarterly record of about $1.5 billion. Traditional net debt fell to $1.93 billion from $2.22 billion at year-end, although lease payments and interest expense remain material.TradingKey
Thu, Aug 6
Vital Farms Q2 2026 earnings: Egg oversupply cuts gross margin to 6.6%
Vital Farms’ fiscal Q2 2026 net revenue fell 10.1% to $166.0 million, while diluted EPS swung to a $0.72 loss from $0.36 of earnings a year earlier. Gross margin contracted to 6.6% from 38.9% as egg oversupply pushed more volume into low-priced breaker and wholesale channels, alongside higher input and production costs. The company reiterated fiscal 2026 net revenue guidance of $775 million to $800 million and adjusted EBITDA guidance of $0 million to $10 million, supported by supply controls, cost savings and new $185 million credit facilities.
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Thu, Aug 6
Precision BioSciences Q2 2026 results: Warrant revaluation widens the net loss
Precision BioSciences’ Q2 2026 results showed no revenue, a net loss of $32.7 million, and a basic and diluted loss of $1.26 per share. The wider net loss was driven mainly by a noncash warrant-liability fair-value adjustment, even as R&D and G&A expenses declined. Cash, cash equivalents, and restricted cash totaled $112.4 million at June 30, supporting a stated runway through 2028. Clinically, PBGENE-HBV produced biopsy evidence of cccDNA targeting, while PBGENE-DMD began active patient recruitment for its Phase 1/2 trial.TradingKey
Thu, Aug 6
Xeris Q2 2026 earnings: Recorlev drives 29% revenue growth
Xeris Biopharma’s Q2 2026 revenue rose 29% to $92.1 million as Recorlev net revenue climbed 81% to $56.8 million. Gross margin improved to 86%, and adjusted EBITDA increased to $19.3 million, but a roughly $31 million noncash convertible-note charge widened the GAAP net loss to $31.1 million, or $0.18 per share. The company tightened full-year revenue guidance to $385 million-$390 million. Investors now need to assess whether Recorlev can support the implied second-half revenue step-up while commercial and development spending remains elevated.
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Thu, Aug 6
Vistance Q2 2026 Earnings: Memory Costs Weigh on EBITDA
Vistance Networks (NASDAQ: VISN) reported Q2 2026 net sales of $319.6 million, down 1.4% year over year, while diluted EPS from continuing operations improved to $0.06 from a $0.05 loss. Operating performance weakened, however, as non-GAAP adjusted EBITDA fell 32.1% to $35.8 million and free cash flow was negative $74.7 million. Memory-chip pricing and availability, a difficult license-sales comparison, and stranded divestiture costs pressured results, prompting a $25 million reduction in full-year adjusted EBITDA guideposts to $200 million-$225 million. The RUCKUS sale closed after quarter-end.
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Thu, Aug 6
Sharon AI Q2 2026 results: Contract growth precedes the revenue ramp
Sharon AI’s Q2 2026 results showed revenue of $1.9 million, up 412% year over year, while diluted loss per share widened to $26.16 from $2.41. The company posted a $430.4 million net loss, largely because of a $400.4 million non-cash fair-value loss on convertible notes, but adjusted EBITDA improved to positive $0.6 million. With $8.8 billion of total contract value as of August 6 and $1.9 billion in cash at quarter-end, the central issue is how quickly contracted AI capacity converts into recognized revenue as build-out spending accelerates.
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Thu, Aug 6
Mastech Digital Q2 2026 Earnings: Margin Gains Could Not Offset Lower Revenue
Mastech Digital’s Q2 2026 revenue fell 15.6% year over year to $41.4 million, while GAAP diluted EPS moved to a $0.01 loss from $0.01 of profit. Gross margin rose to 29.0% from 28.1%, but lower gross profit left the company with a $325,000 operating loss. Data & AI returned to sequential revenue growth and bookings increased to about $13.5 million, while Talent remained pressured by client insourcing and a 22.3% decline in billable consultants. The company ended June with $35.6 million in cash and no bank debt.
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Thu, Aug 6
Insmed Q2 2026 Earnings: BRINSUPRI Drives $425.5 Million in Revenue
Insmed’s Q2 2026 revenue increased 296% to $425.5 million, led by $309.2 million from BRINSUPRI, which grew 49% sequentially. ARIKAYCE revenue rose 8% year over year to $116.3 million. The net loss narrowed to $13.2 million, or $0.06 per share, although a $99.8 million favorable contingent-consideration remeasurement materially supported reported earnings. Insmed raised full-year BRINSUPRI revenue guidance to $1.25 billion-$1.40 billion and ended June with approximately $1.2 billion in cash and marketable securities.
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Thu, Aug 6
Axcelis Q2 2026 Earnings: Revenue Grew as Margins Contracted
Axcelis Technologies (ACLS) reported Q2 2026 revenue of $215.2 million, up 10.6% year over year, while GAAP diluted EPS declined to $0.75 from $0.98. Gross margin contracted to 42.4% and operating cash flow fell to $18.4 million as higher operating expenses and working-capital pressure offset stronger system shipments and CS&I volume. Management guided Q3 revenue to approximately $230 million, with GAAP EPS of about $0.76 and non-GAAP EPS of about $1.11, supported by Memory demand and improving momentum in Power and General Mature markets.
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Thu, Aug 6
Evolent Q2 2026 Earnings: Revenue Growth Came With Margin Pressure
Evolent Health’s (NYSE: EVH) Q2 2026 revenue rose 46.9% year over year to $652.5 million, while its GAAP diluted loss narrowed to $0.25 per share from $0.44. Performance Suite revenue increased 80.8%, but profitability weakened as the medical expense ratio climbed to 95.3% and adjusted EBITDA fell 25.3% to $28.1 million. Evolent raised full-year revenue guidance to $2.6 billion-$2.7 billion, tightened adjusted EBITDA guidance to $120 million-$135 million, and outlined a 2027 outlook supported by scheduled launches and oncology demand.
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Thu, Aug 6
Keurig Dr Pepper Q2 2026 Earnings: JDE Peet’s Lifts Revenue as GAAP Profit Falls
Keurig Dr Pepper’s Q2 2026 revenue rose 75.6% to $7.31 billion after JDE Peet’s joined the results, while legacy KDP sales grew 7.3%. GAAP diluted EPS fell to $0.04 from $0.40 as acquisition, integration and inventory step-up costs weighed on reported profit, but adjusted EPS increased 16.3% to $0.57. U.S. Refreshment Beverages posted 10.0% sales growth, while U.S. Coffee sales declined 3.2%. KDP generated $714 million in quarterly free cash flow and reaffirmed its 2026 outlook.
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Thu, Aug 6
Howmet Aerospace Q2 2026 earnings: Organic growth reaches 21% as guidance rises
Howmet Aerospace’s second-quarter 2026 revenue rose 24% to $2.547 billion, with organic growth of 21%, while diluted GAAP EPS increased 33% to $1.33. Adjusted EBITDA advanced 39% to $817 million and margin expanded 340 basis points to 32.1%, supported by commercial aerospace, defense aerospace, and gas turbine demand. Free cash flow reached $479 million. Engine Products led segment growth, while Engineered Structures sales declined after a divestiture and product rationalization. Howmet also raised its full-year revenue, adjusted EBITDA, adjusted EPS, and free-cash-flow guidance.
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Thu, Aug 6
REGENXBIO Q2 2026 Earnings: $100 Million Milestone Drives a Quarterly Profit
REGENXBIO’s Q2 2026 revenue rose to $108.0 million from $21.4 million, driven mainly by a $100.0 million AbbVie development milestone tied to the first NAAVIGATE patient dose. The company reported net income of $22.7 million and diluted EPS of $0.43, reversing a $70.9 million loss and $1.38 loss per share a year earlier. June liquidity was $105.5 million, while July’s milestone receipt and approximately $108 million in offering proceeds lifted pro forma liquidity to about $313 million and supported cash-runway guidance into Q4 2027.
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Thu, Aug 6
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