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Targa Q2 2026 Earnings: Record Volumes Lift Adjusted EBITDA 38%
Targa Resources’ Q2 2026 revenue rose 4% year over year to $4.44 billion, while net income attributable to the company increased 22% to $764.6 million. Adjusted EBITDA reached a record $1.60 billion, up 38%, supported by record Permian inlet, NGL transportation, fractionation and LPG export volumes, alongside stronger marketing and optimization margins. Adjusted free cash flow improved to $205.3 million despite elevated growth spending. Targa now expects full-year adjusted EBITDA toward the top end of its $5.7 billion to $5.9 billion range.
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Thu, Aug 6
First Advantage Q2 2026 earnings: Revenue grows 14.9% as guidance rises
First Advantage (NASDAQ: FA) reported second-quarter 2026 revenue of $448.8 million, up 14.9% year over year, while diluted EPS increased to $0.10 from $0.00. Adjusted diluted EPS rose 29.6% to $0.35, although adjusted EBITDA margin narrowed to 28.6% from 29.2%. Management cited large contract wins, improving base revenue, upsell and cross-sell activity, new enterprise bookings, and healthy retention. The company raised its full-year 2026 ranges for revenue, adjusted EBITDA, adjusted net income, and adjusted EPS following stronger year-to-date performance and current labor market trends.
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Thu, Aug 6
MFIC Q2 2026 earnings: Credit losses push NAV lower
MidCap Financial Investment Corporation’s Q2 2026 total investment income fell to $68.2 million from $81.2 million, while basic EPS shifted to a $0.21 loss from $0.19 of earnings. Net investment income was $0.40 per share, up from $0.39 a year earlier and $0.38 in Q1. NAV declined 3.2% sequentially to $13.37 per share as $50.3 million of realized and unrealized portfolio losses outweighed income above the dividend and $0.07 per share of accretion from below-NAV buybacks.
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Thu, Aug 6
Enovis Q2 2026 earnings: Reconstructive growth lifts margins
Enovis reported Q2 2026 net sales of $582.8 million, up 3.2% year over year, while GAAP diluted EPS improved to a $0.02 loss from a $0.64 loss. Reconstructive sales rose 7.5% as Prevention & Recovery declined 0.8% on a reported basis but grew 3.5% organically. Adjusted EBITDA increased to $104.3 million and the margin expanded to 17.9%. The company reaffirmed its full-year revenue, adjusted EBITDA, adjusted EPS and free cash flow conversion guidance, with second-half macro conditions and cash generation remaining key areas to monitor.
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Thu, Aug 6
Privia Health Q2 2026 Earnings: Revenue Rises 21% as EBITDA Margin Expands
Privia Health’s Q2 2026 revenue rose 21.4% to $632.6 million, diluted EPS increased to $0.07 from $0.02, and adjusted EBITDA advanced 29.1% to $37.4 million. Implemented providers grew 10.1% and value-based care attributed lives rose 19.2%, supporting patient-care and capitated revenue growth. Gross margin narrowed as provider expense increased faster than revenue, but platform contribution and adjusted EBITDA margins improved. The company lifted its full-year outlook positioning, while first-half operating cash flow remained negative due largely to receivables growth.
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Thu, Aug 6
Arhaus Q2 2026 Earnings: Tariff Recoveries Lift Profitability
Arhaus reported Q2 2026 net revenue of $384.9 million, up 7.4% year over year, while diluted EPS rose to $0.28 from $0.25. Gross profit increased 16.1% to $172.1 million and adjusted EBITDA reached $70.5 million, but both included a $23.8 million benefit from IEEPA tariff recoveries. Comparable written sales grew 12.5%, ahead of 4.0% comparable delivered sales. The company maintained its full-year revenue outlook of $1.43 billion to $1.47 billion and updated profitability guidance to include the tariff recovery benefit.
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Thu, Aug 6
ACI Worldwide Q2 2026 earnings: Payment Software lifts margins and guidance
ACI Worldwide's Q2 2026 revenue rose 7% to $430.4 million, while GAAP diluted EPS increased to $0.31 from $0.12. Adjusted EBITDA climbed 12% to $90.8 million and net adjusted EBITDA margin widened to 34%. Payment Software benefited from Issuing and Acquiring expansions, but Biller adjusted EBITDA fell 13% as net revenue declined and spending continued. The company raised full-year revenue guidance to $1.895-$1.925 billion and adjusted EBITDA guidance to $545-$560 million, while weaker ARR bookings remain an execution point.
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Thu, Aug 6
Walker & Dunlop Q2 2026 Earnings: Legacy Loan Costs Weigh on GAAP Profit
Walker & Dunlop’s Q2 2026 revenue fell 4% to $306.7 million, while GAAP diluted EPS dropped 91% to $0.09. Adjusted core EPS increased 3% to $1.19, underscoring the effect of $23.2 million in operating and credit-related costs tied to legacy indemnified and repurchased loans. Total transaction volume rose 3% to $14.4 billion, led by brokered lending and HUD originations, but a less favorable financing mix reduced Capital Markets revenue. The servicing portfolio ended June 30 at $145.8 billion, 6% above the prior-year level.
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Thu, Aug 6
Oscar Health Q2 2026 earnings: A lower medical loss ratio drives a profit swing
Oscar Health's Q2 2026 revenue rose 70.4% to $4.88 billion, while diluted EPS swung to $1.10 from a $0.89 loss. The medical loss ratio fell to 79.2% from 91.1%, supported by disciplined pricing and $164 million of favorable prior-period reserve development. Membership reached 2.96 million, and operating earnings improved to $388.6 million. Oscar raised its full-year operating earnings outlook to $500 million-$700 million, lowered its expected MLR and SG&A ratio, and kept 2026 revenue guidance unchanged at $18.7 billion-$19.0 billion.
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Thu, Aug 6
Celsius Q2 2026 earnings: Revenue rose 11% as margins narrowed
Celsius Holdings’ Q2 2026 revenue rose 10.6% to $817.9 million, supported by $364.4 million from Alani Nu and $66.5 million from Rockstar Energy. GAAP diluted EPS fell to $0.14 from $0.33, while adjusted EBITDA declined 12% to $184.2 million as gross margin contracted 340 basis points to 48.1%. The CELSIUS brand’s revenue decreased 11.7%, contrasting with Alani Nu’s retail growth. Investors now need to track brand optimization, commodity and promotional costs, and whether integration and freight initiatives can restore margin expansion.
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Thu, Aug 6
EPAM Q2 2026 Earnings: Margin Expansion Outpaces Revenue Growth
EPAM Systems’ Q2 2026 revenue rose 4.5% year over year to $1.415 billion, while GAAP diluted EPS increased 26.3% to $1.97 and non-GAAP diluted EPS climbed 22.0% to $3.38. GAAP operating margin expanded to 10.8% from 9.3% as cost of revenue grew more slowly than sales, while a lower share count amplified EPS growth. However, first-half operating cash flow was negative $38.8 million, and third-quarter guidance implies revenue growth will moderate to 1.7% at the midpoint.
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Thu, Aug 6
Himax Q2 2026 earnings: Automotive demand lifts revenue and margins
Himax Technologies’ Q2 2026 revenue rose approximately 5.9% year over year to $227.4 million, while diluted EPS increased to $0.114 from $0.095. Gross margin reached 33.1%, helped by a richer mix of higher-margin automotive ICs, and operating margin expanded to 10.8%. Automotive replenishment and new project ramps drove sequential growth in small and medium display drivers and non-driver products. For Q3, Himax guided to 7%-11% sequential revenue growth and an approximately 34% gross margin, though elevated employee bonus expense is expected to weigh on EPS.
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Thu, Aug 6
LifeMD Q2 2026 earnings: GLP-1 transition widens losses despite margin gains
LifeMD's Q2 2026 revenue fell to $47.3 million from $49.0 million, while the diluted loss from continuing operations widened to $0.16 per share from $0.09. Gross margin rose by approximately 280 basis points to about 89%, but adjusted EBITDA moved from a $3.9 million profit to a $3.5 million loss as the company shifted weight-management patients toward branded GLP-1 therapies and incurred higher acquisition costs. LifeMD cut its full-year revenue and adjusted EBITDA guidance, although it expects to return to positive adjusted EBITDA during the second half.TradingKey
Thu, Aug 6
Tennant Q2 2026 Earnings: Sales Rise as Margins Contract
Tennant Company’s Q2 2026 net sales increased 1.7% year over year to $324.0 million, but diluted EPS fell to $0.44 from $1.08 as gross margin contracted 260 basis points to 39.5%. Adjusted EBITDA declined 30.8% to $35.3 million, with residual North America ERP inefficiencies and EMEA pricing and volume pressure weighing on profitability. Orders rose 6.6% and AMR sales grew about 37%, supporting a higher 2026 sales outlook, while slower margin recovery led Tennant to lower adjusted EBITDA guidance to $155 million-$170 million.
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Wed, Aug 5
Beyond Meat Q2 2026 Earnings: Revenue Declines as Adjusted EBITDA Loss Widens
Beyond Meat’s Q2 2026 revenue fell 8.2% to $68.8 million as product volume declined 9.5%, with weakness across both U.S. channels and international foodservice. Gross margin narrowed to 8.5% from 10.6%, while the adjusted EBITDA loss widened to $27.7 million from $24.7 million. GAAP net income reached $16.4 million, but it was driven primarily by a $57.7 million non-cash debt-extinguishment gain. International retail was the only channel to grow, and management guided Q3 revenue to $60 million-$65 million.
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Wed, Aug 5
Nexa Q2 2026 Earnings: Adjusted EBITDA Rises 78% on Better Mining Results
Nexa Resources’ Q2 2026 earnings showed net revenue of US$908 million, up 28% year over year, net income of US$98 million versus US$13 million, and adjusted EBITDA of US$286 million, up 78%. Higher zinc prices, stronger by-product contributions, more concentrate from Nexa’s own mines, lower operating costs, and recovering Peruvian operations supported the quarter. Mining zinc output rose 8%, while smelting production fell 10% after the Cajamarquilla fire. Net leverage improved to 1.40x, while 2026 CAPEX guidance remained US$381 million.
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Wed, Aug 5
UGI Q3 FY2026 Earnings: Adjusted Loss Widens as AmeriGas Weakens
UGI’s fiscal Q3 2026 revenue fell about 4.5% to $1.331 billion, while its GAAP diluted loss narrowed to $0.62 per share from $0.76. Adjusted diluted loss widened to $0.20 from $0.01 as reportable-segment EBIT declined to $58 million, led by weaker AmeriGas volumes and margin. Utilities and Midstream & Marketing posted EBIT growth, and UGI reaffirmed fiscal 2026 adjusted EPS guidance of $2.75 to $2.90. Investors should monitor AmeriGas retention, weather exposure, and approval of the Pennsylvania gas rate settlement.
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Wed, Aug 5
Aura Q2 2026 Earnings: Revenue Rose 76% as Mining Costs Increased
Aura Minerals’ Q2 2026 net revenue rose 76% year over year to US$336.0 million, while adjusted EBITDA increased 85% to US$196.7 million and production reached 75,437 GEO. Reported net income jumped to US$217.7 million, but a US$126.0 million non-cash mark-to-market gain on gold hedges materially boosted the result. AISC climbed 37% to US$1,985/GEO, led by MSG’s turnaround costs, while recurring free cash flow reached US$80.2 million. Aura reaffirmed its 2026 guidance, with second-half improvements at MSG and Apoena central to the cost outlook.
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Wed, Aug 5
Magnera Fiscal Q3 2026 Earnings: EBITDA Rose as the Net Loss Widened
Magnera’s fiscal Q3 2026 net sales rose 2% year over year to $857 million, while adjusted EBITDA increased 9% to $99 million on an $11 million favorable price-cost spread. GAAP operating income improved to $22 million, but $37 million of interest expense contributed to a $20 million net loss and diluted EPS of negative $0.56. Americas adjusted EBITDA grew 16%, while Rest of World EBITDA fell 7%. For the first nine months, operating cash flow reached $76 million and free cash flow was $32 million after $44 million of net capital additions.
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Wed, Aug 5
Mercado Libre Q2 2026 Earnings: Revenue Passes $10 Billion as Engagement Deepens
Mercado Libre’s Q2 2026 net revenue and financial income rose 50% year over year to $10.2 billion, while operating income reached $683 million at a 6.7% margin and net income was $466 million. Commerce GMV grew 36% on an FX-neutral basis to about $22 billion, and Mercado Pago’s TPV increased 56% in USD to $101 billion. The quarter was driven by higher buyer and fintech engagement, rapid advertising growth, and expanding credit activity, while continued investment kept the focus on long-term ecosystem growth over near-term profitability.
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Wed, Aug 5
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