Dow Jones 30 Stocks SEC Filings — August 04, 2026

04-08-2026

McDonald's appointed Skye Anderson as President of McDonald's USA, effective August 4, 2026, succeeding Joe Erlinger, who is leaving after more than two decades with the company. Anderson, a 26-year McDonald's veteran and former COO of the U.S. business, will oversee nearly 14,000 U.S. restaurants and lead the company's largest market as it advances its 'McDonald's > NEXT' growth strategy. The leadership transition is part of a deliberate plan initiated earlier this year, with Erlinger remaining as an advisor until early 2027.

• · Anderson has more than 26 years of McDonald's experience.
• · Erlinger led the U.S. business for almost seven years.
• · Anderson previously served as COO of McDonald's USA, returning earlier this year as part of the transition plan.
• · Anderson's career includes finance leadership in Australia, field and zone leadership in the U.S., and creation of the company's Global Business Services.
• · Approximately 95% of McDonald's restaurants worldwide are owned and operated by independent local business owners.
• · McDonald's operates in over 100 countries.

04-08-2026

Caterpillar Financial Services reported second-quarter 2026 revenues of $991 million, up 10% YoY, and profit of $145 million, up 6% YoY, driven by higher average earning assets. However, the provision for credit losses increased $22 million, net write-offs rose to $20 million from $18 million, and the estimated annual tax rate increased to 28% from 25%, partially offsetting gains.

• · Higher provision for credit losses of $22 million partially offset gains from higher average earning assets.
• · Net write-offs increased to $20 million in Q2 2026 from $18 million in Q2 2025.
• · Estimated annual tax rate rose to 28% from 25% due to changes in geographic mix of profits.
• · Allowance for credit losses as a percentage of finance receivables decreased to 0.84% at June 30, 2026 from 0.86% at March 31, 2026.
• · Past dues improved to 1.31% from 1.62% year-over-year.

04-08-2026

Caterpillar reported record second-quarter 2026 sales and revenues of $20.5 billion, up 24% YoY from $16.6 billion, driven by higher sales volume ($3.1B) and favorable price realization ($595M). Profit per share surged to $7.77 from $4.62, and adjusted profit per share rose to $8.17 from $4.72. All three primary segments posted strong growth, with Construction Industries leading at +35%, while the All Other Segment saw a slight decline of 1%.

• · Operating profit margin improved to 20.9% from 17.3% YoY; adjusted operating profit margin rose to 21.9% from 17.6%.
• · Enterprise operating cash flow was $4.4 billion in Q2 2026.
• · The company deployed $1.5 billion for share repurchases and $0.7 billion for dividends in the quarter.
• · Power & Energy segment profit margin increased to 24.6% from 22.1% YoY.
• · Construction Industries segment profit margin increased to 23.3% from 20.1% YoY.
• · Resource Industries segment profit margin increased to 14.9% from 14.5% YoY.
• · Cat Financial past dues improved to 1.31% from 1.62% YoY, but write-offs increased to $20 million from $18 million.
• · The effective tax rate was 23.1% in Q2 2026 vs 23.0% in Q2 2025.
• · A discrete tax benefit of $26 million was recorded in Q2 2026 for stock-based compensation awards.
• · Operating profit included $392 million of expected IEEPA tariff recoveries.
• · All Other Segment sales declined 1% YoY to $84 million.
• · Resource Industries faced unfavorable manufacturing costs of $158 million, partially offsetting profit gains.
• · Power & Energy experienced unfavorable manufacturing costs of $149 million.
• · Cat Financial's allowance for credit losses was $294 million (0.84% of finance receivables) at June 30, 2026, down from $283 million (0.86%) at March 31, 2026.

04-08-2026

Merck reported Q2 2026 total worldwide sales of $16.6B, up 5% YoY, driven by oncology strength and new launches. However, the company posted a GAAP loss per share of $0.54 and a non-GAAP loss per share of $0.13, both impacted by a $2.31 per share charge for the acquisition of Terns Pharmaceuticals. While KEYTRUDA/KEYTRUDA QLEX sales grew 5% to $8.4B and WINREVAIR surged 75% to $588M, several legacy products declined, including JANUVIA/JANUMET (-31%), VAXNEUVANCE (-35%), and LAGEVRIO (-95%).

• · GAAP gross margin decreased to 73.5% from 77.5% due to higher amortization of intangible assets and inventory write-downs.
• · Non-GAAP gross margin decreased to 81.1% from 82.2% due to higher inventory write-downs.
• · GAAP effective income tax rate was (95.9)% due to a 108.9 percentage point unfavorable impact from the Terns acquisition charge with no tax benefit.
• · Non-GAAP effective income tax rate was 160.3% due to a 146.2 percentage point unfavorable impact from the Terns acquisition charge with no tax benefit.
• · Full-year 2026 Non-GAAP EPS guidance is $2.66 to $2.76, including $2.43 per share in charges for the Terns acquisition.
• · OHTUVAYRE sales of $204 million in Q2 2026, obtained via the October 2025 acquisition of Verona Pharma plc.
• · PROQUAD, M-M-R II and VARIVAX sales declined 3% YoY due to lower U.S. demand.
• · Lynparza sales were relatively flat at -1% YoY.
• · BRAVECTO line of products sales grew 7% to $359 million.

04-08-2026

Johnson & Johnson announced the retirement of Jennifer Taubert, Executive Vice President and Worldwide Chairman of Innovative Medicine, after a 21-year tenure during which the business grew to over $60 billion in annual revenue. She will be succeeded by Tom Cavanaugh, currently Company Group Chairman for North America, effective September 1, 2026. The transition is described as smooth and planned, with no negative financial impact indicated.

• · Jennifer Taubert's retirement follows a 21-year tenure at Johnson & Johnson.
• · Tom Cavanaugh joined Johnson & Johnson in 2017 and previously spent nearly 15 years at Celgene.
• · Tom Cavanaugh will join the Johnson & Johnson Executive Committee effective September 1, 2026.
• · Jennifer Taubert was recognized for 10 consecutive years among Fortune’s Most Powerful Women.

04-08-2026

04-08-2026

Amgen reported total revenues of $10.1B in Q2 2026, up 10% year-over-year, driven by product sales growth of 9% to $9.537B. GAAP EPS surged 65% to $4.37, while non-GAAP EPS increased only 4% to $6.29. However, several key products declined sharply, including Prolia (-32%), XGEVA (-34%), Otezla (-21%), and KYPROLIS (-17%), partially offsetting strong growth from Repatha (+37%), EVENITY (+38%), and UPLIZNA (+90%).

• · No share repurchases occurred in Q2 2026; full-year 2026 repurchase cap is $3.0B.
• · GAAP operating income increased from $2.7B to $3.5B YoY, with operating margin up 6.5 percentage points to 36.8%.
• · Non-GAAP operating income increased from $4.3B to $4.6B, but operating margin fell 0.5 percentage points to 48.4%.
• · GAAP tax rate rose 5.5 percentage points to 14.2%; non-GAAP tax rate rose 1.4 percentage points to 15.6%.
• · Total debt increased $2.7B from year-end 2025 to $57.3B as of June 30, 2026.
• · MariTide has six ongoing Phase 3 studies (MARITIME-1, -2, -CV, -HF, -OSA-1, -OSA-2) plus a switch study and two extension studies; three additional T2D Phase 3 studies planned in 2026.
• · AMG 513 development discontinued, though Phase 1 study remains ongoing to follow enrolled participants.
• · Repatha VESALIUS-CV subanalysis on PCI patients presented at EuroPCR 2026.

04-08-2026

Pres/CEO, Process Automation Masso James was awarded 4,067 Restricted Stock Units.

• · Pres/CEO, Process Automation Masso James was awarded 4,067 Restricted Stock Units

04-08-2026

Executive Vice President Bartlett Daniel J sold 3,710 Common at $113.10 (~$420K). Bartlett Daniel J holds 626,298.533 shares after the transaction. Trades executed under a Rule 10b5-1 plan.

• · Executive Vice President Bartlett Daniel J sold 3,710 Common at $113.10 (~$420K)

04-08-2026

President and CEO Currier James E had withheld for taxes 650 Common Stock at $208.27 (~$135K). Currier James E holds 5,551.121 shares after the transaction.

• · President and CEO Currier James E exercised/converted 1,551.3354 Common Stock
• · President and CEO Currier James E had withheld for taxes 650 Common Stock at $208.27 (~$135K)
• · President and CEO Currier James E exercised/converted 1,551.3354 Restricted Stock Units