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Arbe Q2 2026 earnings: Revenue rises as operating loss narrows
Arbe Robotics (NASDAQ: ARBE) reported Q2 2026 revenue of $0.7 million, up from $0.3 million, while net loss narrowed to $9.1 million from $10.2 million. Operating expenses fell to $9.8 million, but operating cash use remained $11.9 million and adjusted EBITDA was an $8.7 million loss. Revenue came from higher chipset sales, defense and civilian radar deliveries, and engineering services. Arbe ended June with $41.9 million in cash and short-term deposits and reaffirmed full-year revenue guidance of $4 million to $6 million.
TradingKey
Thu, Aug 6
Onity Q2 2026 earnings: Revenue rose 15%, but fair-value losses drove a GAAP loss
Onity's Q2 2026 revenue rose 15% year over year to $282.9 million, while diluted EPS swung to $(1.53) from $2.40 and the company recorded a $12.9 million net loss attributable to common stockholders. Record originations and servicing additions lifted ending servicing UPB 10% to $341 billion, but $24 million of unfavorable pre-tax asset fair-value changes and $9 million of portfolio repositioning costs weighed on GAAP results. Adjusted pre-tax income was $14 million under a revised methodology, and Onity maintained adjusted ROE guidance of 10%-15% while expecting performance near the lower end.
Onity Group Inc
TradingKey
Thu, Aug 6
Brilliant Earth Q2 2026 Earnings: Higher Order Values Drive Sales and EBITDA Growth
Brilliant Earth’s Q2 2026 net sales rose 5.7% year over year to $115.1 million, while GAAP diluted EPS improved to $0.01 from a $0.01 loss. Adjusted EBITDA increased 81.3% to $5.8 million and margin expanded 210 basis points to 5.0%. Growth came from a 7.9% rise in average order value despite a 2.1% decline in total orders, while fine jewelry bookings advanced 32%. The company raised full-year adjusted EBITDA guidance to $13 million-$15 million, although first-half profitability remained below the prior-year period.
Brilliant Earth Group Inc
TradingKey
Thu, Aug 6
Bob’s Discount Furniture Q2 FY2026 Earnings: Tariff Refunds Lift GAAP Profit
Bob’s Discount Furniture reported fiscal Q2 2026 net revenue of $619.6 million, up 8.8%, and diluted EPS of $0.43 versus $0.31 a year earlier. A $37.9 million IEEPA tariff refund recognized in cost of sales lifted GAAP gross margin to 51.5% and net income to $57.8 million, while adjusted gross margin declined to 45.4% and adjusted EBITDA fell to $60.8 million. Comparable sales increased 2.3%, four stores opened, and the company reaffirmed full-year guidance while raising expected pre-opening expense to about $26 million.
Bobs Discount Furniture Ord Shs
TradingKey
Thu, Aug 6
GEO Q2 2026 earnings: Contract growth lifts revenue and profit
The GEO Group (GEO) reported Q2 2026 revenue of $732.1 million, up 15% year over year, diluted EPS of $0.36 versus $0.21, and adjusted EBITDA of $142.0 million, up 20%. Contracts signed during 2025 drove the revenue increase, while lower labor costs helped operating margin rise to about 13.9%. GEO also raised full-year net income and adjusted EBITDA guidance. Two new ICE facility contracts represent $165 million in combined expected annual revenue, but normalized earnings are expected in early 2027 and are excluded from 2026 guidance.
Geo Group Inc
TradingKey
Thu, Aug 6
Green Plains Q2 2026 earnings: 45Z credits drive a return to profit
Green Plains (NASDAQ: GPRE) reported Q2 2026 revenue of $446.2 million, down 19.3% year over year, while diluted EPS swung to $0.83 from a $1.09 loss. Net income attributable to Green Plains reached $67.1 million and adjusted EBITDA rose to $93.3 million, including $58.7 million of net Section 45Z production tax credit value. Lower ethanol volume following the Obion plant sale reduced revenue, but improved ethanol economics, stronger segment margins, lower SG&A, and the tax credits lifted profitability. Quarterly operating cash flow was $86.3 million.
Green Plains Inc
TradingKey
Thu, Aug 6
Viatris Q2 2026 earnings: Adjusted profit grows despite Tyrvaya charge
Viatris reported Q2 2026 revenue of $3.76 billion, up 5% reported and 3.5% operationally, while adjusted EPS increased 11% to $0.69 and adjusted EBITDA rose 10% to $1.19 billion. GAAP results moved to a $118.8 million net loss, primarily because of a $177.8 million non-cash charge tied to the planned Tyrvaya rights sale. Greater China and new products led sales growth, free cash flow nearly doubled to $329 million, and Viatris raised the midpoints of all major 2026 guidance ranges despite expected second-half supply disruption.
Viatris Inc
TradingKey
Thu, Aug 6
Dana Q2 2026 earnings: EBITDA margin expands as guidance rises
Dana's Q2 2026 revenue rose 3.9% to $2.01 billion, while adjusted EBITDA increased to $207 million and margin expanded 270 basis points to 10.3%. Diluted adjusted EPS reached $0.19, and Q2 operating cash flow rose to $109 million. Dana raised its 2026 sales and adjusted EBITDA guidance, restarted share repurchases, and kept the Eaton Mobility combination on track for a first-quarter 2027 close. Despite the quarterly cash improvement, first-half operating and adjusted free cash flow remained negative. Pricing, cost savings, operating improvements, demand, and favorable currency translation supported the quarter.
Dana Inc
TradingKey
Thu, Aug 6
Core Natural Resources Q2 2026 earnings: Metallurgical gains offset PRB weakness
Core Natural Resources (NYSE: CNR) reported Q2 2026 revenue of $1.141 billion, up 3.5% year over year, diluted EPS of $2.51, and free cash flow of $148.0 million. Metallurgical cash margin expanded to $28.48 per ton from $8.29 as higher volume, better realized pricing and lower unit costs lifted the segment. Powder River Basin cash margin fell to negative $0.57 per ton amid lower spring shipments and higher fuel and fixed-cost absorption pressure. Results also included a material benefit from the Leer South insurance settlement.
Core Natural Resources Inc
TradingKey
Thu, Aug 6
ADS Fiscal Q1 2027 Earnings: NDS Helps Drive 20.6% Revenue Growth
Advanced Drainage Systems reported fiscal Q1 2027 net sales of $1.001 billion, up 20.6%, while diluted EPS from continuing operations rose 22.8% to $2.26. Adjusted EBITDA increased 28.8% to $358.3 million, lifting margin by 230 basis points to 35.8%, as NDS, higher volume, and favorable price-cost execution outweighed transportation pressure. Organic sales grew 9.2%, but some orders were pulled forward ahead of pricing actions. Operating and free cash flow declined year over year, and ADS reaffirmed its fiscal 2027 outlook.
Advanced Drainage Systems Inc
TradingKey
Thu, Aug 6
Krispy Kreme Q2 2026 earnings: Margin expands despite lower revenue
Krispy Kreme reported Q2 2026 net revenue of $331.0 million, down 12.8%, while diluted loss per share narrowed to $0.12 from $2.55. Adjusted EBITDA rose 43.2% to $28.8 million and margin expanded 340 basis points to 8.7%, helped by productivity, SG&A savings, and the removal of McDonald’s USA-related costs. Refranchising and strategic door closures reduced reported revenue, but systemwide sales grew 1.1% in constant currency. The company maintained full-year guidance as leverage declined and first-half cash flow improved.
Krispy Kreme Inc
TradingKey
Thu, Aug 6
US Foods Q2 FY2026 earnings: Margin expansion lifts profit growth
US Foods’ Q2 FY2026 net sales rose 4.5% to $10.532 billion, while GAAP diluted EPS increased 29.2% to $1.24. Adjusted EBITDA reached a record $604 million, up 10.2%, and its margin expanded 29 basis points to 5.7%. Independent restaurant case volume grew 5.1%, partly offset by a 1.5% decline in chain volume. First-half operating cash flow was unchanged at $725 million, and the company reaffirmed its full-year growth guidance.
US Foods Holding Corp
TradingKey
Thu, Aug 6
Kenvue Q2 2026 earnings: Sales and EPS rise as margins narrow
Kenvue’s fiscal Q2 2026 net sales rose 3.0% to $3.955 billion, supported by 1.6% organic growth and a 1.4% currency benefit. Diluted EPS increased 9% to $0.24, while adjusted diluted EPS rose 7% to $0.31. However, gross margin fell 70 basis points to 58.2% as inflation, tariffs and transactional foreign exchange outweighed part of the benefit from productivity and value realization. Skin Health and Beauty led segment growth, and six-month free cash flow increased to $1.0 billion ahead of the pending Kimberly-Clark transaction.
Kenvue Inc
TradingKey
Thu, Aug 6
Warby Parker Q2 2026 Earnings: Tariff Refunds Lift Profitability
Warby Parker’s Q2 2026 revenue rose 9.8% to $235.5 million, while diluted EPS improved to $0.04 from a $0.01 loss. Gross margin expanded 490 basis points to 57.9%, helped mainly by an $11.8 million IEEPA tariff-refund benefit, and adjusted EBITDA reached $32.9 million at a 14.0% margin. Operating cash flow was $29.6 million. The company reaffirmed full-year revenue guidance of $959 million to $976 million as it invests in Intelligent Eyewear, with the outlook including launch costs but no related revenue contribution.
Warby Parker Inc
TradingKey
Thu, Aug 6
Constellation Q2 2026 earnings: Adjusted EPS rises despite lower GAAP profit
Constellation Energy’s Q2 2026 revenue rose 23.0% to $7.504 billion, but GAAP diluted EPS fell to $1.42 from $2.67 as operating costs, fair-value losses and Calpine-related items weighed on reported profit. Adjusted operating EPS increased 33.5% to $2.55, supported by Calpine and favorable market and portfolio conditions despite more nuclear outage days. The company raised full-year adjusted operating EPS guidance to $11.50-$12.50 and added 920 MW of long-term nuclear power purchase agreements. Investors will be monitoring integration execution, outage performance and the planned Brazos Valley divestiture.
Constellation Energy Corp
TradingKey
Thu, Aug 6
Teads Q2 2026 earnings: Revenue falls despite 67% CTV growth
Teads reported Q2 2026 revenue of $284.6 million, down 17%, while GAAP diluted EPS fell to -$0.44 from -$0.15. Adjusted EBITDA dropped 74% to $7.0 million, and adjusted free cash flow declined to $3.2 million. CTV revenue grew 67% and reached 13% of quarterly revenue, but that momentum did not offset open-web pressure in Direct Response and SME. Net loss widened to $42.5 million, and management suspended its previously provided full-year 2026 Adjusted EBITDA guidance amid business volatility. Teads ended June with $91.0 million in cash and marketable securities against $614.5 million of debt obligations.
Teads Holding Ord Shs
TradingKey
Thu, Aug 6
Liquidity Services Q3 FY2026 Earnings: Asset-Light Mix Expands Profitability
Liquidity Services reported Q3 FY2026 revenue of $129.6 million, up 8%, while GMV reached a record $453.0 million, up 10%. GAAP diluted EPS rose 39% to $0.32 and adjusted EBITDA increased 30% to $22.0 million as a higher consignment mix, improved transaction margins, and platform operating leverage supported profitability. RSCG led GMV and direct-profit growth, while CAG’s GMV declined slightly despite higher revenue. The company ended June with $231.1 million in cash and short-term investments, no financial debt, and guided Q4 adjusted EBITDA to $22 million to $25 million.
Liquidity Services Inc
TradingKey
Thu, Aug 6
Playtika Q2 2026 Earnings: DTC Revenue Rises 63% While Margins Expand
Playtika (NASDAQ: PLTK) reported Q2 2026 revenue of $731.1 million, up 5.0% year over year, and diluted EPS of $0.13 versus $0.09. DTC platform revenue increased 63.1% to $286.9 million, while adjusted EBITDA rose 23.4% to $206.1 million and its margin expanded to 28.2%. Disney Solitaire growth, lower marketing investment, and SuperPlay’s positive adjusted EBITDA contribution supported profitability. However, paying users declined, Bingo Blitz revenue fell, first-half free cash flow weakened, and management expects full-year results near the lower end of reaffirmed guidance.
Playtika Holding Corp
TradingKey
Thu, Aug 6
Aspen Aerogels Q2 2026 Earnings: Thermal Barrier Improves Sequentially
Aspen Aerogels reported Q2 2026 revenue of $49.8 million, down 36% year over year, while diluted net loss per share widened to $0.28 from $0.11. Adjusted EBITDA fell to a $6.6 million loss from a $9.7 million profit. Thermal Barrier revenue remained below the prior-year level but increased 81% sequentially to $29.5 million. For Q3, Aspen expects revenue of $65 million to $80 million and adjusted EBITDA of $7 million to $15 million as demand stabilizes and East Providence production restarts.
Aspen Aerogels Inc
TradingKey
Thu, Aug 6
Maximus Q3 FY2026 earnings: Efficiency lifts margins despite lower revenue
Maximus (NYSE: MMS) reported fiscal Q3 2026 revenue of $1.28 billion, down about 5.2% year over year, while diluted EPS rose to $1.95 from $1.86 and adjusted EPS increased to $2.22. Operating margin improved to 12.6%, supported by efficiency initiatives and AI-enabled automation, but free cash flow remained negative at $137 million as receivables and customer collection timing weighed on cash conversion. The company reiterated $5.2 billion to $5.35 billion of fiscal 2026 revenue guidance while updating earnings and cash flow guidance for a temporary federal contract modification.
Maximus Inc
TradingKey
Thu, Aug 6
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