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NRG Q2 2026 Earnings: EBITDA Rises While Adjusted EPS Falls
NRG Energy’s Q2 2026 revenue increased approximately 11% to $7.481 billion, while diluted GAAP EPS improved to $2.31 from a $0.62 loss. Adjusted EBITDA rose 34% to $1.217 billion as acquired LS Power assets, CPower, and higher East capacity prices more than offset weaker Texas results. However, adjusted EPS declined to $1.49 because of higher interest expense, depreciation and amortization, and acquisition-related share issuance. Quarterly operating cash flow reached $1.117 billion, and NRG reaffirmed its 2026 adjusted earnings and cash-flow guidance.
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Wed, Aug 5
Turning Point Brands Q2 2026 earnings: Modern Oral growth lifts sales as spending weighs on profit
Turning Point Brands’ Q2 2026 net sales rose 22.6% to $142.9 million, led by a 128% increase in Modern Oral net sales to $68.4 million. Diluted EPS fell to $0.18 from $0.79, while adjusted EBITDA declined 50.0% to $15.2 million as SG&A nearly doubled amid sales, marketing and freight spending. Reported gross profit benefited from a tariff refund, and the company raised full-year Modern Oral gross and net sales guidance while providing adjusted EBITDA guidance of $70 million to $90 million.
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Wed, Aug 5
Cummins Q2 2026 earnings: Power Systems lifts revenue and full-year outlook
Cummins’ Q2 2026 revenue rose 9% year over year to $9.46 billion, while net income attributable to the company increased to $932 million and diluted EPS reached $6.73. Non-GAAP EBITDA rose to $1.65 billion, but its margin fell to 17.5% as higher incentive compensation weighed on profitability. Power Systems led segment growth on data center power demand, operating cash flow nearly doubled to $1.50 billion, and Cummins raised its full-year revenue growth outlook to 10%-13% while increasing the lower end of its EBITDA margin guidance.
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Wed, Aug 5
PSEG Q2 2026 earnings: Adjusted profit rises as GAAP income falls
PSEG's Q2 2026 revenue fell about 9% year over year to $2.554 billion, while GAAP diluted EPS declined to $0.67 from $1.17. Non-GAAP operating EPS moved the other direction, rising to $0.86 from $0.77 as PSE&G earnings increased and PSEG Power & Other benefited from higher realized prices and nuclear generation. The company maintained its 2026 non-GAAP operating EPS guidance of $4.28 to $4.40. Investors should monitor market-to-market volatility, rising utility costs, the loss of zero-emission certificate support, and execution of the five-year capital plan.
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Wed, Aug 5
Strata Q2 2026 earnings: Clinical expansion lifts revenue and adjusted EBITDA
Strata Critical Medical’s Q2 2026 revenue rose 60.7% to $72.5 million, while adjusted EBITDA increased to $7.9 million with a 10.9% margin. Clinical revenue reached $24.3 million and grew 15.1% sequentially excluding acquisitions completed during the quarter, but the continuing-operations net loss widened to $10.5 million as amortization and noncash earn-out revaluation weighed on GAAP results. The company generated $2.9 million in free cash flow and raised its 2026 revenue and adjusted EBITDA guidance, while Logistics margin pressure remained an important counterweight.
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Wed, Aug 5
Tower Semiconductor Q2 2026 earnings: 24% revenue growth drives margin expansion
Tower Semiconductor’s Q2 2026 revenue rose 24% year over year to $460.1 million, while GAAP diluted EPS increased to $0.79 from $0.41. Gross profit climbed 72% to $137.8 million, lifting gross margin to 29.9% from 21.5%, as management cited demand momentum across key businesses and a $680 million SiPho annualized revenue run rate. Operating cash flow improved to $177.0 million, though $186.6 million of capital investment produced negative quarterly free cash flow. The company guided Q3 revenue to a $520 million midpoint.TradingKey
Wed, Aug 5
LGI Homes Q2 2026 Earnings: Revenue Rises as Margins Narrow
LGI Homes reported Q2 2026 total revenue of $516.0 million, up 5.7% year over year, while diluted EPS fell to $1.16 from $1.36. Homebuilding revenue rose 3.7% to $501.5 million on 1,365 closings, but homebuilding gross margin narrowed to 19.8% from 22.9%. The company reduced debt by $128.6 million during the quarter and raised its full-year average sales price and homebuilding margin guidance, while a higher cancellation rate remains an important demand indicator.
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Wed, Aug 5
Certara Q2 2026 earnings: Software growth offsets weaker services
Certara’s Q2 2026 continuing-operations revenue rose 1% to $93.3 million, with software revenue up 4% to $48.8 million and services revenue down 3% to $44.5 million. GAAP diluted EPS swung to a $0.04 loss from earnings of $0.01, while adjusted EPS held at $0.08 and adjusted EBITDA declined 3% to $26.2 million. The company reaffirmed 0%-4% full-year revenue growth, outlined approximately $13 million in targeted run-rate savings and completed its previously authorized $100 million repurchase program.
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Wed, Aug 5
Arvinas Q2 2026 earnings: Licensing revenue drives a return to profit
Arvinas’ Q2 2026 revenue rose to $249.7 million from $22.4 million, and diluted EPS swung to $2.58 from a $0.84 loss. The turnaround was driven largely by Pfizer collaboration revenue, $62.5 million from the Rigel license agreement, and a $50.0 million FDA approval milestone for VEPPANU. GAAP R&D expense declined to $52.6 million, while cash, cash equivalents, and marketable securities ended June at $567.9 million. Management says the current operating plan is funded into the second half of 2028, with several Phase 1 readouts ahead.
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Wed, Aug 5
BellRing Brands Q3 FY2026 earnings: Sales growth came with a sharp margin decline
BellRing Brands reported fiscal Q3 2026 net sales of $570.4 million, up 4.2%, while diluted EPS increased to $0.29 from $0.16. Underlying profitability weakened as adjusted EBITDA fell to $78.3 million from $120.3 million amid input-cost inflation, tariffs, higher freight and a $10 million excess bottle inventory charge. Dymatize sales rose 26.7%, offsetting slower Premier Protein growth. BellRing updated its full-year outlook to $2.335-$2.375 billion in sales and $275-$295 million in adjusted EBITDA, including $28 million of unfavorable inventory-related effects.
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Wed, Aug 5
Shoals Q2 2026 earnings: Revenue rises as gross margin contracts
Shoals Technologies Group reported Q2 2026 revenue of $163.4 million, up 47.4% year over year, while diluted EPS fell to $0.07 from $0.08. Gross margin narrowed to 30.3% from 37.2% as the new manufacturing facility ramp, product mix, quality-related work and material inefficiencies raised costs. Adjusted EBITDA increased to $31.6 million, and backlog plus awarded orders reached a record $801.4 million. The company issued Q3 ranges and reaffirmed its full-year 2026 outlook, but first-half cash conversion remains a central issue.
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Wed, Aug 5
First Watch Q2 2026 Earnings: Revenue Rises 15.2% as June Traffic Turns Positive
First Watch’s Q2 2026 revenue rose 15.2% to $354.7 million, while diluted EPS increased to $0.04 from $0.03. Same-restaurant sales grew 3.4% even as quarterly traffic remained 0.4% lower, with management noting that traffic turned positive in June. Restaurant-level operating margin improved 20 basis points to 18.8%, but operating margin slipped to 2.3%. The company opened 18 restaurants and updated fiscal 2026 guidance to 12.5%-14.0% revenue growth and $133-$136 million of adjusted EBITDA, while planning 60 to 62 net new system-wide restaurants.
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Wed, Aug 5
Superior Group Q2 2026 earnings: Branded Products lifts adjusted profit
Superior Group of Companies’ Q2 2026 net sales rose 2.6% to $147.8 million, while GAAP diluted EPS fell to $0.08 from $0.10 after a $2.6 million non-cash Healthcare Apparel tradename impairment. Excluding the charge, adjusted EPS increased to $0.21 from $0.10 and adjusted EBITDA advanced 26.6% to $7.7 million. Branded Products drove the quarter, offsetting lower sales in Healthcare Apparel and Contact Centers. SGC reaffirmed its 2026 sales and adjusted EPS guidance, with stronger results expected in the second half.
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Wed, Aug 5
Rhythm Q2 2026 earnings: IMCIVREE sales rise 47% as SG&A climbs
Rhythm Pharmaceuticals’ Q2 2026 earnings showed net product revenue rising 47% year over year to $71.3 million, with U.S. IMCIVREE revenue reaching $51.0 million as acquired hypothalamic obesity demand accelerated. A French retrospective charge weighed on ex-U.S. sales. SG&A expense increased to $67.4 million from $45.9 million, and net loss attributable to common stockholders widened to $50.4 million even as diluted loss per share narrowed to $0.73. Cash and short-term investments totaled $330.9 million, with management projecting at least 24 months of funding.
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Wed, Aug 5
AdaptHealth Q2 2026 Earnings: Revenue Rises as Margins Contract
AdaptHealth (NASDAQ: AHCO) reported Q2 2026 revenue of $740.3 million, up 12.7%, and organic growth of 15.9%. Diluted EPS from continuing operations fell to a $1.07 loss from a $0.03 profit, while adjusted EBITDA declined 3.2% to $132.0 million. A $144.2 million goodwill impairment drove the GAAP loss, and transition costs for a West Coast capitated contract plus a manufacturer price increase pressured margins. The company revised 2026 adjusted EBITDA guidance to $490 million-$520 million as it prepares to divest Diabetes Health for $235 million in cash.
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Wed, Aug 5
Xometry Q2 2026 Earnings: Marketplace Growth Narrows the Operating Loss
Xometry’s second-quarter 2026 revenue rose 41% year over year to $229.3 million, led by 45% marketplace growth. GAAP diluted loss per share narrowed to $0.10 from $0.52, while adjusted EBITDA increased to $14.1 million from $3.9 million and its margin reached 6.2%. Marketplace gross margin slipped 70 basis points to 34.7%, but operating expense leverage improved profitability. The company raised its full-year revenue growth outlook to 33%-34% and ended June with $517 million in cash, cash equivalents and marketable securities after equity financing.
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Wed, Aug 5
Entegris Q2 2026 Earnings: APS Drives Revenue and Margin Expansion
Entegris reported Q2 2026 net sales of $883.2 million, up approximately 11.5% year over year, while GAAP diluted EPS rose to $0.61 from $0.35. GAAP gross margin expanded 320 basis points to 47.6%, and operating cash flow increased to $156.2 million. Advanced Purity Solutions supplied most of the revenue and segment-profit growth. For Q3 2026, management guided to sales of $905 million to $935 million and non-GAAP diluted EPS of $0.96 to $1.04, with an adjusted EBITDA margin of 28.0% to 29.0%.
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Wed, Aug 5
Bruker Q2 2026 Earnings: Margin Expansion Was Masked by a Goodwill Impairment
Bruker’s Q2 2026 revenue rose 5.2% to $838.5 million, with organic growth of 2.8%. Non-GAAP diluted EPS increased to $0.49 from $0.32 and adjusted operating margin expanded to 14.1% from 9.0%, but a $134.9 million non-cash goodwill impairment drove a GAAP loss of $0.41 per share. Scientific Instruments bookings grew 10% organically, while BEST led segment growth. Bruker kept non-GAAP EPS guidance at $2.10 to $2.15, although its expected currency revenue tailwind fell to approximately 0.5%.
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Wed, Aug 5
Rockwell Automation Q3 FY2026 earnings: 10% organic growth lifts margins
Rockwell Automation’s fiscal Q3 2026 revenue rose 8% year over year to $2.313 billion, while diluted EPS increased 40% to $3.65 and adjusted EPS advanced 22% to $3.49. Organic sales grew 10%, led by Software & Control, and enterprise operating margin expanded to 22.3%. Operating cash flow reached $724 million and free cash flow was $654 million. The company also raised and narrowed its fiscal 2026 sales growth and EPS guidance, although negative price/cost, Lifecycle Services weakness, and tax pressure from BEPS Pillar Two remain important considerations.
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Wed, Aug 5
DigitalOcean Q2 2026 earnings: AI customers drive 29% revenue growth
DigitalOcean’s Q2 2026 revenue rose 29% year over year to $281 million, while GAAP diluted EPS was $0.29. AI customer ARR surged 212% to $234 million and remaining performance obligations reached $894 million as larger, longer customer commitments expanded. Adjusted EBITDA increased 27% to $114 million at a 40% margin, but GAAP operating income fell 18% and cash flow margins narrowed. DigitalOcean raised its 2026 revenue outlook to $1.170 billion-$1.180 billion, implying 30%-31% growth.
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Wed, Aug 5
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