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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
UL Solutions Q2 2026 earnings: Organic growth and adjusted margins improve
UL Solutions’ Q2 2026 revenue rose 5.2% to $816 million, with organic revenue growth of 6.6%. Diluted EPS increased to $1.21 from $0.45, but a gain on the sale of its Employee Health and Safety software business was a major driver of GAAP profit. Adjusted EBITDA grew 11.2% to $219 million and adjusted EBITDA margin expanded 140 basis points to 26.8%, supported by higher revenue, productivity, cost improvements and operating leverage. The 2026 outlook targets mid-single-digit constant-currency organic growth and an adjusted EBITDA margin of approximately 27.0%.
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Wed, Aug 5
Knife River Q2 2026 earnings: Revenue rises as margins narrow
Knife River’s Q2 2026 revenue rose 13% to $938.6 million, but net income fell 13% to $43.9 million and diluted EPS declined to $0.77. Adjusted EBITDA was nearly flat at $139.7 million, while its margin contracted to 14.9% from 16.9%. Contracting services revenue grew 20%, yet lower-margin work, project timing, energy costs and fewer asset-sale gains weighed on profitability. The company raised full-year revenue and aggregate-volume guidance, with revenue now expected at $3.4 billion to $3.6 billion, and ended June with a $1.216 billion contracting backlog.
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Wed, Aug 5
Broadridge Fiscal Q4 2026 Earnings: Recurring Revenue Grew 8%
Broadridge Financial Solutions’ fiscal Q4 2026 revenue increased 7% to $2.22 billion, recurring revenue grew 8% to $1.54 billion, and diluted EPS rose 9% to $3.44. Investor Communication Solutions led recurring growth, while Global Technology and Operations expanded its pre-tax margin to 13.8% from 7.3%. For fiscal 2027, Broadridge expects 6%-8% constant-currency recurring revenue growth, 8%-12% adjusted EPS growth, and free cash flow conversion of at least 100%, even as GAAP EPS growth is guided between negative 4% and flat.
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Wed, Aug 5
OPENLANE Q2 2026 earnings: Marketplace volumes drive 15% revenue growth
OPENLANE’s Q2 2026 revenue rose 15% to $554.6 million as auction and related fees increased 21% and marketplace GMV climbed 41% to about $10.5 billion. Net income advanced 33% to $44.3 million, while diluted EPS increased to $0.32 from $0.15 and adjusted EBITDA reached $103.2 million. Quarterly operating cash flow fell to $52.8 million despite higher earnings. The company raised its 2026 adjusted EBITDA guidance to $385 million-$400 million, supported by commercial off-lease activity and U.S. dealer volume growth.
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Wed, Aug 5
Urban One Q2 2026 earnings: Revenue decline weighs on adjusted EBITDA
Urban One’s fiscal Q2 2026 net revenue fell 6.4% to $85.8 million, while basic and diluted EPS improved to -$1.58 from -$17.41. Adjusted EBITDA declined to $11.7 million from $14.0 million as revenue fell across Radio, Reach Media, Digital and Cable Television. The much smaller GAAP loss mainly reflected impairment charges dropping to $14.2 million from $130.1 million. Management revised full-year adjusted EBITDA guidance to the mid-$50 million range while continuing to reduce long-term debt and increasing short-term borrowing.TradingKey
Wed, Aug 5
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