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Adecoagro Q2 2026 earnings: Fertilizers drive record adjusted EBITDA
Adecoagro’s Q2 2026 earnings featured record adjusted EBITDA of $172.5 million while gross sales were broadly unchanged year over year. Fertilizers generated $121.2 million of adjusted EBITDA, up 109.7% on a pro forma basis, as urea production rose 21.6% and realized prices improved. Sugar, Ethanol & Energy adjusted EBITDA fell 21.8% to $53.2 million despite higher crushing, while pro forma net debt to LTM adjusted EBITDA improved to 3.0x from 3.2x in Q1 2026. Key variables include normalized urea prices, ethanol inventory monetization, currency-driven costs, and crushing execution.
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Tue, Aug 11
CAVA Q2 2026 earnings: Revenue rose 31.3% as restaurant margins narrowed
CAVA Group’s fiscal Q2 2026 consolidated revenue increased approximately 31.3% to $368.4 million, while diluted EPS rose to $0.19 from $0.16. CAVA segment revenue reached $365.4 million, supported by 9.0% same-restaurant sales growth, including 5.3% traffic growth, and 17 net new openings. Restaurant-level profit increased 28.1% to $93.8 million, but margin narrowed 60 basis points to 25.7%. Adjusted EBITDA grew 30.0% to $54.7 million, and CAVA reaffirmed its full-year fiscal 2026 guidance.
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Tue, Aug 11
CoreWeave Q2 2026 Earnings: Revenue Doubles as Operating Margin Turns Negative
CoreWeave’s Q2 2026 revenue rose about 112% to $2.575 billion, but diluted net loss per share widened to $1.14 from $0.60. Adjusted EBITDA doubled to $1.510 billion while its margin slipped to 59%, and GAAP operating margin moved from 2% to negative 2%. The AI cloud provider ended June with approximately $104 billion of revenue backlog, positive operating cash flow of $679 million, and capital spending of $6.422 billion, highlighting the funding demands of its infrastructure expansion as debt increased.
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Tue, Aug 11
Astronics Q2 2026 earnings: 27% sales growth drives margin expansion
Astronics reported Q2 2026 revenue of $260.0 million, up 27.0% year over year, and diluted EPS of $0.75 versus $0.03 a year earlier. Operating income reached a record $40.5 million, with operating margin widening to 15.6% from 2.3%, as higher Aerospace volume, better productivity and improved Test Systems results drove profitability. Aerospace sales rose 22.6% to $237.3 million, quarterly operating cash flow was $30.1 million, backlog reached $780.6 million, and Astronics raised 2026 revenue guidance to $1.02 billion-$1.04 billion.
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Tue, Aug 11
CI&T 2Q26 earnings: Revenue rises 21.9% while profit declines
CI&T’s 2Q26 earnings showed revenue of US$142.8 million, up 21.9% year over year, while constant-currency growth was 14.1%. IFRS profit fell to US$5.8 million from US$9.7 million, and adjusted EBITDA declined to US$19.0 million with a 13.3% margin. Growth was organic and broad-based across geographies, industries, and clients, while average AI-Builder headcount increased 11.7% and LTM revenue per AI-Builder rose 7.0%. The central issue is whether AI monetization and current investment can restore profit conversion.
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Tue, Aug 11
RideNow Q2 2026 Earnings: Same-Store Growth Lifts Adjusted EBITDA
RideNow Group’s Q2 2026 revenue of $296.8 million fell 1.0%, while diluted EPS improved to $0.16 from a year-earlier loss. Same-store powersports growth and lower SG&A helped adjusted EBITDA rise 19.2% to $20.5 million, even as store consolidation and the exit from transportation services reduced reported revenue. Gross profit increased despite lower total sales, but first-half GAAP operating cash flow remained under pressure from higher inventory, making inventory financing and debt levels important measures for investors to monitor in the coming periods.
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Tue, Aug 11
SES AI Q2 2026 Earnings: Gross Margin Improves as Revenue Declines
SES AI’s Q2 2026 revenue was $5.1 million, down from $6.7 million in Q1, while its GAAP net loss widened to $17.8 million, or $0.05 per share. Gross margin improved to 22.3% from 18.1%, although lower revenue prevented the margin gain from lifting implied gross profit. The company reported approximately $163 million of liquidity and reaffirmed full-year revenue guidance of $30 million to $35 million. Commercial milestones included Sol-Ark’s certification of UZ Energy and Molecular Universe’s first subscription revenue.
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Tue, Aug 11
Hyliion Q2 2026 Earnings: Navy Work More Than Triples Revenue
Hyliion Holdings’ Q2 2026 revenue rose to $4.9 million from $1.5 million as work under Office of Naval Research contracts accelerated. The company posted a $13.9 million net loss and a basic and diluted loss of $0.08 per share, while quarterly cash spending fell to $6.9 million from $13.5 million. Hyliion raised full-year revenue guidance to approximately $15 million and improved its year-end cash and investments outlook to $115 million-$120 million, supported by higher revenue, lower capital spending and planned equipment financing.
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Tue, Aug 11
American Integrity Q2 2026 Earnings: Net Premiums Rise as the Combined Ratio Improves
American Integrity (NYSE: AII) reported Q2 2026 total revenue of $115.2 million, up 54.6% year over year, while net premiums earned rose 58.2% to $104.7 million. Net income increased 24.2% to $34.1 million, and diluted EPS reached $1.74 versus $1.62 a year earlier. The combined ratio improved to 63.4% from 72.9%, supported by a lower expense ratio, while voluntary new business policies hit a record 43,000. A reduced non-catastrophe quota-share arrangement accelerated net premium growth, and the renewed catastrophe reinsurance program lowered risk-adjusted rates and aggregate retention.
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Tue, Aug 11
Lumentum Q4 FY2026 earnings: Revenue doubles as margins expand
Lumentum’s fiscal Q4 2026 revenue reached $1.006 billion, up 109.3% year over year, while non-GAAP diluted EPS increased to $3.23 from $0.88. GAAP gross margin expanded to 47.4%, but a one-time, non-cash $7.8 billion debt extinguishment loss drove a $7.162 billion GAAP net loss and EPS of -$84.65. Components and systems revenue both more than doubled. Fiscal Q1 2027 guidance calls for $1.225 billion-$1.275 billion of revenue and a 39.5%-40.5% non-GAAP operating margin, pointing to continued sequential expansion.
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Tue, Aug 11
Owlet Q2 2026 earnings: Subscription growth lifts underlying margins
Owlet’s Q2 2026 revenue rose 29.9% to $33.9 million, while diluted EPS improved to -$0.05 from -$2.35 a year earlier. GAAP gross margin reached 64.4%, helped by a one-time $3.5 million tariff refund; excluding that benefit, margin was 54.0%, up 270 basis points. Subscription revenue increased to $3.2 million, and adjusted EBITDA was $2.9 million excluding the refund. Full-year revenue guidance remained $118 million to $122 million, while higher margin and adjusted EBITDA guidance reflected only the tariff benefit.
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Tue, Aug 11
Evolv Technology Q2 2026 Earnings: Revenue Growth Supports a Higher Outlook
Evolv Technology’s Q2 2026 revenue rose 34% year over year to $43.8 million, while GAAP net loss narrowed to $9.3 million, or $0.05 per diluted share. Ending ARR increased 20% to $132.7 million, and adjusted EBITDA reached $4.4 million with a 10.1% margin. Product revenue and a higher purchase-subscription mix supported growth, though upfront hardware costs remain a gross-margin consideration. Evolv also raised its 2026 revenue outlook to $180 million-$185 million and set adjusted EBITDA guidance of $15 million-$16 million.
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Tue, Aug 11
ERock Q2 2026 Earnings: Backlog Reaches $1.7 Billion as Revenue Falls 42%
ERock’s Q2 2026 earnings showed revenue falling 41.7% year over year to $39.9 million, while adjusted EBITDA moved to a $14.0 million loss. Contracted power system sales backlog reached approximately $1.7 billion, driven by AI data center demand and a 470 MW Anthropic order. ERock ended the quarter with $626.6 million in unrestricted cash and introduced full-year guidance for $435 million to $465 million in revenue, making second-half project execution and backlog conversion the central focus.
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Tue, Aug 11
Energy Vault Q2 2026 earnings: Revenue doubles as backlog reaches $2 billion
Energy Vault’s Q2 2026 revenue rose 104% year over year to $17.4 million, while GAAP gross margin expanded 140 basis points to 31.0%. Basic GAAP loss per share narrowed to $0.17 from $0.22, although adjusted EBITDA loss widened to $17.0 million as growth-related operating expenses increased. Backlog reached about $2 billion, and Energy Vault raised full-year revenue guidance to $270 million-$310 million while narrowing GAAP gross margin guidance to 20%-25%. Cash including restricted cash ended June at $148 million.
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Tue, Aug 11
B&G Foods Q2 2026 earnings: Portfolio changes lift adjusted EBITDA margin
B&G Foods reported fiscal Q2 2026 net sales of $383.3 million, down 9.7%, while its GAAP diluted loss narrowed to $0.05 per share from $0.12. Adjusted EBITDA increased 4.2% to $60.4 million and the adjusted EBITDA margin rose to 15.8%, helped by portfolio changes, lower SG&A, and tariff refunds. Base-business sales still fell 2.9% as volume declined 4.3%, and net interest expense increased 7.5% to $38.5 million. The company reaffirmed its full-year 2026 sales, adjusted EBITDA, and adjusted EPS guidance.
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Tue, Aug 11
NextNav Q2 2026 Earnings: Financing Actions Reshape the Balance Sheet
NextNav’s Q2 2026 revenue was $1.15 million, down about 4% year over year, while diluted loss per share narrowed to $0.24 from $0.48. The operating loss widened to $20.25 million as R&D and administrative expenses rose, but a $21.43 million debt-extinguishment gain and smaller fair-value losses reduced the net loss. After warrant exercises and convertible-note conversion, NextNav reported $228.8 million in cash and marketable securities at June 30, with available liquidity reaching about $298 million after a July collection and no long-term debt remaining.
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Tue, Aug 11
Supermicro Q4 FY2026 Earnings: Gross Margin Rebounds to 17.5%
Supermicro’s preliminary Q4 FY2026 results showed net sales of $11.12 billion, up 93% year over year, while diluted GAAP EPS rose to $1.62 from $0.31. GAAP gross margin expanded to 17.5% from 9.5%, lifting net income to $1.18 billion, and quarterly operating cash flow was $747 million. Investors now face a contrast between the Q4 margin recovery and a $6.81 billion full-year operating cash outflow. The company guided to FY2027 sales of $65 billion to $72 billion, while Q1 guidance pairs higher revenue with lower sequential EPS.
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Tue, Aug 11
QuickLogic Fiscal Q2 2026 Earnings: Revenue Climbs 49% as Gross Margin Expands
QuickLogic's fiscal Q2 2026 revenue rose 48.7% year over year to $5.5 million, while GAAP gross margin expanded to 43.9% from 25.9%. The company reported a GAAP net loss of $0.9 million, or $0.05 per diluted share, versus a $2.7 million loss and $0.17 per share a year earlier. New products generated about $4.7 million and drove most of the growth, but operating expenses increased and the GAAP loss benefited from a $950,000 gain on extinguishment of a vendor payable. QuickLogic narrowed its full-year growth outlook to 70%-80%.
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Tue, Aug 11
Quantinuum Q2 2026 earnings: Revenue rose 279% as adjusted losses widened
Quantinuum (Nasdaq: QNT) reported Q2 2026 revenue of $8.0 million, up 279% year over year, while consolidated GAAP net loss widened to $596.5 million from $56.9 million. Adjusted EBITDA loss increased to $68.3 million, and first-half revenue remained below the prior-year period despite the quarterly rebound. IPO proceeds lifted cash to $2.1 billion at June 30. Quantinuum also set its first formal public-company 2026 revenue guidance at $28 million to $32 million as it advances Helios partnerships and its next-generation system roadmap.
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Tue, Aug 11
Velo3D Q2 2026 earnings: Revenue grows 52% as gross margin turns positive
Velo3D’s Q2 2026 revenue rose 52.3% year over year to $20.7 million, while GAAP net loss narrowed to $11.5 million, or $0.39 per diluted share, from $13.3 million, or $0.94. Gross margin improved to 21.5% from negative 11.7%, although higher operating expenses limited the reduction in operating losses. Cash reached $91.1 million after sizable equity financing, while first-half operating cash use increased to $39.5 million. Velo3D raised 2026 revenue guidance to $65 million-$75 million and retained its second-half profitability targets.
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Tue, Aug 11
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