US Pre-Market SEC Filings Roundup — August 05, 2026

05-08-2026

InMode Ltd. announced its second quarter 2026 financial results on August 5, 2026. The filing is a Form 6-K attaching the press release. No specific financial figures are provided in the filing itself, only the announcement of results.

05-08-2026

Eton Pharmaceuticals licensed U.S. rights to ASN-001 (timolol topical gel) from Auson Pharmaceuticals, a late-stage product candidate for moderate infantile hemangiomas. Phase II/III data showed 56% (BID) and 42% (TID) elimination/near-elimination rates at week 24 vs. 15% for placebo. The company expects to submit an NDA in 2H 2027 with potential launch in 2028, targeting an estimated 20,000–30,000 annual patients. However, the product is still in development with no guaranteed approval, and the company faces risks from off-label competition and regulatory hurdles.

• · ASN-001 has patent protection through 2044 with an additional patent application pending.
• · Eton will run a bioavailability bridging study before NDA submission.
• · ASN-001 is expected to be prescribed by the same healthcare professionals as HEMANGEOL, leveraging existing commercial infrastructure.
• · The total U.S. infantile hemangioma market affects more than 100,000 infants annually.
• · HEMANGEOL is the standard of care for systemic therapy, representing 10,000–15,000 patients annually.

05-08-2026

China Automotive Systems, Inc. (CAAS) filed a Form 6-K on August 5, 2026, announcing that it will release its unaudited 2026 first half financial results on August 13, 2026. The announcement is a routine scheduling notice and contains no financial data or performance metrics.

• · The press release was issued on August 5, 2026, and is furnished as Exhibit 99.1 to the Form 6-K.
• · The financial results will cover the first half of 2026 (unaudited).

05-08-2026

Cardiol Therapeutics Inc. filed a Form 6-K with the SEC on August 5, 2026, announcing its participation in a fireside chat at Canaccord Genuity's 46th Annual Growth Conference. The filing is a routine disclosure of a corporate presentation event and contains no financial results or operational updates.

• · The company will participate in a fireside chat at Canaccord Genuity's 46th Annual Growth Conference.
• · The filing was made under Form 6-K for the month of August 2026.
• · The company files annual reports under Form 40-F.

05-08-2026

Royalty Pharma reported Q2 2026 Portfolio Receipts of $773 million, up 6% YoY, and Royalty Receipts of $768 million, up 14% YoY, driven by strong performance from Tremfya, Voranigo, Imdelltra, and Evrysdi. The company raised its full-year 2026 Portfolio Receipts guidance to $3,400-$3,500 million (from $3,325-$3,450 million) and highlighted robust transaction activity, including the acquisition of a royalty on AstraZeneca's cliramitug. However, Portfolio Receipts growth was tempered by a 91% decline in milestones and other contractual receipts, and Royalty Receipts saw declines in Promacta (-75%) and Imbruvica (-16%) due to generic competition and other factors.

• · Q2 2026 Capital Deployment was $349 million, including $251 million for acquisitions of financial royalty assets and $98 million for development-stage funding.
• · Full year 2026 guidance for payments for operating and professional costs remains at 5.5% to 6.5% of Portfolio Receipts, down from 8.9% in 2025.
• · Interest paid guidance for 2026 is $350-$360 million, with $175 million expected in Q3 2026 and a de minimis amount in Q4 2026, reflecting repayment of the $380 million term loan in July 2026.
• · The company repurchased 0.9 million shares for $45 million in Q2 2026 and 2 million shares for $96 million in the first half of 2026.
• · Development-stage pipeline now totals 19 potential therapies following the cliramitug acquisition.
• · GSK completed the acquisition of Nuvalent for approximately $10.6 billion, and Teva completed the acquisition of Emalex Biosciences for up to $900 million.
• · FDA accepted NDA for daraxonrasib and EMA started accelerated assessment; PDUFA date for deucrictibant is April 23, 2027.
• · Trodelvy received FDA and EC approval for first-line metastatic triple-negative breast cancer, but the Phase 3 KEYNOTE-D46/EVOKE-03 study was discontinued.
• · Imdelltra received EC approval for small cell lung cancer.
• · Jideytro received FDA approval for ROS1+ non-small cell lung cancer.
• · Erleada Phase 3 PROTEUS study met primary endpoints.
• · Myqorzo Phase 3 ACACIA-HCM trial met primary endpoints.
• · TEV-’408 advancing to Phase 2b for vitiligo; TEV-’749 MAA accepted by EMA.
• · obexelimab BLA submitted to FDA.
• · Amvuttra contributed $9 million in Q2 2026, a new royalty stream.
• · Cystic fibrosis franchise was flat at $194 million YoY.

05-08-2026

Managing Executive Officer Oe Kensuke was awarded 455 Common Stock at $10.36 (~$4.71K). Oe Kensuke holds 1,477 shares after the transaction.

• · Managing Executive Officer Oe Kensuke was awarded 455 Common Stock at $10.36 (~$4.71K)

05-08-2026

VPG reported fiscal Q2 2026 net revenues of $83.9 million, up 11.7% YoY, driven by strong order momentum with bookings of $95.5 million and a book-to-bill ratio of 1.14, including record orders for precision resistors for AI-related applications. However, profitability declined sharply: the company posted a net loss of $1.7 million (diluted EPS -$0.13) versus net earnings of $0.3 million a year ago, with operating margin falling to -0.4% from 3.6%, impacted by $3.3 million of unfavorable FX, $3.0 million of delayed shipments, and higher costs. Management raised its full-year organic growth outlook to above 8-10% and reiterated $6 million in 2026 cost savings, but near-term profitability remains pressured.

• · Book-to-bill ratio of 1.14 in Q2 FY2026.
• · Record quarterly orders for precision resistors serving AI-related semiconductor, data center, aerospace and defense applications.
• · Received vendor nomination letter from initial humanoid robotics customer, supporting production ramp in H2 2026.
• · Q2 FY2026 revenue impacted by $3.0 million of delayed shipments in steel-related systems business due to ERP implementation; shipments expected by end of year.
• · Q2 FY2026 operating loss included $3.3 million unfavorable FX; H1 FY2026 operating loss included $4.6 million unfavorable FX.
• · Q2 FY2026 adjusted free cash flow: cash from operations $0.3 million, capex $2.0 million, proceeds from asset sales $0.3 million.
• · Q3 FY2026 revenue guidance: $84 million to $89 million at constant FX, excluding tariff refunds.
• · Company revised non-GAAP definitions to exclude share-based compensation expense starting FY2026; prior periods recast.
• · Sensors segment gross margin declined YoY and sequentially (31.5% vs 32.0% and 34.8%).
• · Weighing Solutions segment gross margin declined YoY (37.3% vs 40.2% adjusted) but improved sequentially (vs 34.2%).
• · Measurement Systems segment gross margin declined YoY (52.5% vs 54.6%) and slightly sequentially (vs 52.6%).

05-08-2026

Chief Scientific Officer Hansen Gwenn sold 2,611 Common Stock at $24.64 (~$64.3K). Hansen Gwenn holds 117,227 shares after the transaction. Trades executed under a Rule 10b5-1 plan.

• · Chief Scientific Officer Hansen Gwenn sold 1,500 Common Stock at $23.87 (~$35.8K)
• · Chief Scientific Officer Hansen Gwenn sold 2,611 Common Stock at $24.64 (~$64.3K)

05-08-2026

Capri Holdings reported Q1 FY2027 revenue of $769M, down 3.5% YoY, but exceeded expectations with adjusted EPS of $0.67 (up 34% YoY). While Jimmy Choo revenue grew 10.5% and returned to profitability, Michael Kors revenue declined 7.1% and operating margin contracted. The company lowered its full-year revenue outlook to ~$3.4B due to inventory delays, EMEA softness, and FX headwinds, but maintained its EPS guidance of ~$2.15 through cost reductions.

• · Versace business was sold on December 2, 2025; results are classified as discontinued operations.
• · Q1 FY2027 GAAP operating income was $17M vs $16M prior year; adjusted operating income was $28M vs $20M.
• · Michael Kors Q1 operating income fell to $55M from $63M, with operating margin declining 60 bps to 9.3%.
• · Jimmy Choo Q1 operating income surged to $13M from $4M, with operating margin expanding 480 bps to 7.3%.
• · Q2 FY2027 revenue outlook is $780M with operating income of only $10M and EPS of $0.20.
• · Jimmy Choo Q2 FY2027 operating margin is expected to be negative mid-single-digit.
• · FY2027 revenue outlook reduced by ~$135M due to $50M inventory delays, $50M EMEA softness, and $35M FX headwinds.
• · Net debt reduced dramatically from $1.5B to $224M year-over-year, primarily due to Versace sale proceeds.
• · Share repurchase program has $871M remaining authorization.

05-08-2026

Pyxus International reported Q1 FY2027 results with sales declining 13.9% YoY to $437.8M due to lower prices and shipment timing, while gross profit margin improved to 14.0% from 12.9%. Net loss narrowed significantly to $7.3M from $15.8M, driven by a $10.9M income tax benefit, and net debt decreased $130.9M to $1,108.7M. However, operating income fell 25.2% to $15.7M, adjusted EBITDA slipped 6.1% to $27.7M, and uncommitted inventory surged to $60.3M (9.0% of processed inventory) from $13.6M (2.4%) a year ago, reflecting evolving supply-demand dynamics.

• · No outstanding borrowings on the $150.0M ABL facility at quarter end.
• · Full-year fiscal 2027 guidance maintained: net sales $2.3B to $2.5B, adjusted EBITDA $210M to $240M.
• · Average gross profit per kilo was nearly flat at $0.84 vs $0.86 YoY.
• · Income tax benefit of $5.7M in Q1 FY2027 vs expense of $5.2M in Q1 FY2026, a swing of $10.9M.
• · Uncommitted inventory rose to $60.3M (9.0% of processed inventory) from $13.6M (2.4%) a year ago.
• · Average operating cycle time increased to 173 days from 160 days YoY, primarily due to higher carry-over of processed tobacco in Africa.

05-08-2026

Brink's reported Q2 2026 revenue of $1,392.3M, up 7.1% YoY from $1,300.5M, driven by growth in Latin America (+10.1%) and Rest of World (+16.1%). However, operating profit was essentially flat at $133.3M vs $133.9M, and net income attributable to Brink's was nearly unchanged at $44.4M vs $43.7M. For the six-month period, net income attributable to Brink's declined 19.7% to $76.5M from $95.3M, and operating cash flow dropped 54.7% to $65.2M from $143.8M.

• · Q2 2026 segment operating profit totaled $233.6M, with North America contributing $69.6M, Latin America $60.5M, Europe $51.5M, and Rest of World $52.0M.
• · H1 2026 capital expenditures were $74.9M, down from $110.7M in H1 2025.
• · H1 2026 share repurchases totaled $30.2M, significantly lower than $130.0M in H1 2025.
• · Accounts receivable increased $99.7M in H1 2026 to $865.7M, driving a $106.3M cash outflow from operations.
• · The company had $2,147.9M in cash, cash equivalents and restricted cash at June 30, 2026, up from $1,902.1M a year earlier.
• · Total equity improved to $442.4M at June 30, 2026 from $385.1M at June 30, 2025, driven by retained earnings and lower AOCI deficit.
• · Dividends paid remained stable at $0.2550 per share quarterly.

05-08-2026

Verano Holdings Corp. reported Q2 2026 revenue of $218 million, up 5% sequentially and 8% YoY, marking the third consecutive quarter of revenue gains. However, gross profit margin declined to 46% from 56% a year ago, and income from operations fell sharply to $3 million from $26 million in Q2 2025. The company posted a net loss of $13 million, though this was an improvement from the $19 million loss in the prior year period.

• · SG&A expenses rose to $92 million in Q2 2026 from $86 million in both Q1 2026 and Q2 2025.
• · Gross profit margin contracted to 46% in Q2 2026 from 56% in Q2 2025, a decline of 10 percentage points.
• · Income from operations dropped 88% YoY to $3.1 million from $26.2 million.
• · Adjusted EBITDA fell 22.6% YoY to $51.2 million from $66.2 million.
• · Net loss improved to $13.4 million from $19.2 million a year ago, a 30% reduction.
• · Operating cash flow surged to $31 million from $11 million in Q2 2025.
• · Capital expenditures guidance for 2026 tightened to $40-$50 million.
• · Total debt stood at $393 million as of June 30, 2026.
• · The company completed a 1-for-5 reverse stock split to pursue a U.S. exchange listing.
• · Virginia's adult-use cannabis market is expected to launch July 1, 2027.

05-08-2026

Elanco Animal Health reported Q2 2026 revenue of $1,368M, up 10% YoY (8% organic constant currency), driven by strong Pet Health (+12%) and Farm Animal (+9%) segments. Adjusted EBITDA rose 21% to $288M, and the company raised full-year guidance for revenue, adjusted EBITDA, and adjusted EPS. However, Swine revenue declined 3% YoY (organic CC -4%), and reported net interest expense increased $11M to $59M, partially offsetting gains.

• · Global ruminants was Elanco's fastest growing species, up 12% organic CC (17% including AHV and FX).
• · Zenrelia achieved blockbuster status YTD July; U.S. JAK market share up 9 points YoY; up to 40%+ JAK share in key European markets.
• · Credelio Quattro launched in Australia, Canada, and Japan to date.
• · Befrena demand 2x above expectations; capacity ramping with weekly supply increases.
• · Elanco Ascend initiative on track to deliver $200M to $250M in adjusted EBITDA net savings by 2030.
• · Full-year 2026 adjusted gross margin guidance raised to 55.2%-55.6% (50 bps improvement vs 2025).
• · Q3 2026 revenue guidance: $1,195M-$1,220M; adjusted EBITDA: $200M-$215M; adjusted EPS: $0.19-$0.22.
• · Company expects to reach below 3x net leverage ratio next year, unlocking greater capital allocation flexibility.
• · Reported net interest expense increased $11M YoY to $59M, partly due to imputed interest on liability for sale of future revenue.
• · Swine revenue declined 3% reported (4% organic CC), the only segment with negative growth.

05-08-2026

Cricut, Inc. reported a mixed Q2 2026 with total revenue declining 9.2% YoY to $156.3M due to a sharp 22.0% drop in Products revenue ($71.3M vs $91.4M), offset by a 5.3% increase in Platform revenue ($85.0M vs $80.7M). Gross margin improved significantly to 74.5% from 59.0%, driven by lower product costs, and net income rose 59.5% to $39.1M. However, operating cash flow declined 20.7% to $77.2M in the first half of the year, and the company continued share buybacks while paying dividends.

• · Deferred revenue grew 5.7% to $56.3M at end of Q2 2026 from $53.3M at start of the year, driven by higher subscription sign-ups.
• · Cost of products sold fell 45.1% YoY in Q2 2026 ($33.9M vs $61.8M), contributing to the gross margin expansion.
• · The company repurchased 1.74 million shares for $7.5M in Q2 2026, and declared a dividend of $24.3M during the quarter.
• · Capital expenditures (including software development) rose 75.9% to $18.6M in H1 2026 from $10.6M in H1 2025.
• · Accounts receivable decreased 21.7% to $72.1M from $92.0M at year-end 2025, reflecting strong collections.
• · Stock-based compensation declined 39.5% to $12.2M in H1 2026 from $20.1M in H1 2025.
• · The company had no bank debt as of June 30, 2026.

05-08-2026

Amgen reported strong Q2 2026 results with total revenues of $10,054M, up 9.5% YoY from $9,179M, driven by product sales growth of 8.7% to $9,537M. Net income surged 65.9% to $2,375M from $1,432M, with diluted EPS up to $4.37 from $2.65. However, cost of sales declined 6.6% YoY, and the company continues to face headwinds from IRA-related provisions and a July MFN Letter, while other income swung to a loss of $73M from a $394M loss in the prior year quarter.

• · Total assets increased to $95,639M as of June 30, 2026 from $90,586M at December 31, 2025
• · Cash and cash equivalents rose to $13,989M from $9,129M at year-end 2025
• · Long-term debt increased to $51,859M from $50,005M at year-end 2025
• · Accumulated deficit improved to $(22,275)M from $(25,107)M at year-end 2025
• · Dividends declared of $2.52 per share in H1 2026, totaling $1,362M
• · Other comprehensive income improved to $139M in H1 2026 from a loss of $478M in H1 2025
• · The company faces regulatory and pricing headwinds including the July MFN Letter and IRA-related provisions
• · R&D expenses increased 7.1% YoY in Q2 2026 to $1,868M, reflecting continued investment in later-stage clinical programs

05-08-2026

ACADIA Pharmaceuticals reported Q2 2026 net product sales of $307.96M, up 16.4% YoY from $264.57M, driven by DAYBUE products ($124.83M vs $96.09M, +29.9%) and NUPLAZID ($183.13M vs $168.48M, +8.7%). Net income for Q2 was $31.50M ($0.18 EPS) versus $26.67M ($0.16 EPS) a year ago. However, for the six-month period, net income declined to $35.14M from $45.65M (-23.0%), and operating income fell to $33.22M from $51.66M (-35.7%), reflecting a sharp increase in SG&A expenses ($331.27M vs $259.88M, +27.5%).

• · Cash and cash equivalents surged to $384.99M from $177.70M at year-end 2025, a 116.7% increase.
• · Total assets rose to $1.74B from $1.56B.
• · Accumulated deficit improved to $(1.78B) from $(1.81B).
• · SG&A expense for H1 2026 was $331.27M, up 27.5% from $259.88M in H1 2025.
• · Operating cash flow for H1 2026 was $134.76M, up from $84.28M in H1 2025.
• · Net cash provided by investing activities was $57.75M in H1 2026 vs. $(167.34M) in H1 2025, driven by maturities of investment securities.
• · Basic EPS for Q2 2026 was $0.18 vs. $0.16 in Q2 2025; diluted EPS was $0.18 vs. $0.16.
• · For H1 2026, basic EPS was $0.21 vs. $0.27 in H1 2025; diluted EPS was $0.20 vs. $0.27.

05-08-2026

Compass Financial Group, Inc./SD filed its Form 13F-HR for the quarter ended June 30, 2026, reporting a diversified equity and fixed-income portfolio valued at approximately $1.1 billion. The firm's largest holdings include Vanguard World Fund Consumer Staples ETF ($99.4M), Vanguard World Fund Information Technology ETF ($166.1M), and Schwab Strategic Trust US Broad Market ETF ($112.8M). The filing reflects a broad mix of sector ETFs, municipal bonds, and individual equities, with no material changes in investment strategy disclosed.

• · The filing was signed by Jesse Haller, VP and Co-CCO, on August 4, 2026.
• · The report covers the quarter ended June 30, 2026.
• · All holdings are listed with sole voting and dispositive power; no shared or non-dispositive holdings are reported.
• · The portfolio includes a significant allocation to municipal bond funds (e.g., BlackRock MuniHoldings, Nuveen funds, Invesco municipal trusts) and sector ETFs.
• · Notable individual stock holdings include Apple ($4.4M), Microsoft ($0.5M), Amazon ($1.0M), Alphabet Class C ($1.4M), Meta ($0.6M), NVIDIA ($2.0M), Tesla ($0.5M), and Berkshire Hathaway ($13.4M).
• · The largest single position by market value is Vanguard World Fund Information Technology ETF at $166.1M.
• · The filing does not include any period-over-period comparisons or changes from prior quarter.

05-08-2026

Banco Santander received final U.S. Federal Reserve approval on August 4, 2026, for its acquisition of Webster Financial Corporation, following prior approvals from the OCC and ECB. The transaction is expected to close on August 20, 2026. The filing does not disclose any financial terms or performance metrics, so no positive or negative financial data is available to report.

• · Prior approvals obtained: OCC on June 12, 2026; ECB on July 21, 2026.
• · Original inside information notice regarding the acquisition was dated February 3, 2026.
• · Expected closing date: August 20, 2026.

05-08-2026

ICL Group reported strong Q2 2026 results with total sales up 17% YoY to $2.1B, adjusted EBITDA up 28% to $448M, and adjusted net income up 35% to $149M. The company announced a new division structure shifting from minerals to end-markets (Agriculture, Food, Industrial) effective 2027, and a cost transformation program targeting $350M of additional EBITDA by end of 2028. However, the Growing Solutions segment saw EBITDA decline 11% YoY to $50M due to higher raw material costs and soft market conditions in Brazil, and the company faces continued pressure from higher raw material costs and FX headwinds.

• · Potash production of 1.1 Mmt in Q2 2026 was up ~100 kmt YoY.
• · Average potash price (granular bulk FOB U.S. NOLA barge spot) was $X (not specified).
• · Sulfur prices increased significantly, pressuring Phosphate Solutions margins.
• · Growing Solutions EBITDA margin declined from 10% in Q2 2025 to 8% in Q2 2026.
• · Phosphate Solutions EBITDA margin declined from 21% in Q2 2025 to 19% in Q2 2026.
• · Industrial Products EBITDA margin improved from 22% in Q2 2025 to 31% in Q2 2026.
• · Potash EBITDA margin improved from 30% in Q2 2025 to 33% in Q2 2026.
• · New division structure (Essential Minerals, Nutrition Solutions, Industrial Products, Growing Solutions) effective 2027.
• · Specialty food solutions TAM estimated at 5-6% growth, expanding from ~$750M sales in 2025 to >$1.5B in 2029.
• · Specialty crop nutrition revenue target: from ~$1B (FY2020) to $2B+ (implied future).
• · FY 2026 guidance: adjusted EBITDA $1.5B to $1.7B, potash sales volumes 4.5-4.7 Mmt, annual adjusted tax rate ~30%.
• · Senior notes offering of $800M completed.
• · Dividend of $75M declared for Q2 2026, annual yield 4.14%.
• · Available cash resources $2.2B as of June 30, 2026.
• · Net debt to adjusted EBITDA ratio 1.5x.
• · Farmer sentiment index (Purdue/CME) declined in Q2 2026 vs Q2 2025.
• · Grain price index (GPI) remained below Q2 2025 levels.
• · USD/NIS exchange rate weakened (ILS strengthened) in Q2 2026 vs Q2 2025.
• · Supramax timecharter average rates declined in Q2 2026 vs Q2 2025.

05-08-2026

LivaNova reported strong Q2 2026 results with revenue of $390.6M, up 10.8% reported and 9.8% constant-currency, driven by double-digit growth in both Cardiopulmonary (+11.2%) and Neuromodulation (+10.1%). GAAP diluted EPS surged to $1.93 from $0.50, boosted by a $95.4M discrete tax benefit, while adjusted diluted EPS rose to $1.26 from $1.05. The company raised full-year 2026 revenue growth guidance to 8%-9% constant-currency and adjusted EPS guidance to $4.30-$4.40, but lowered adjusted free cash flow guidance to $140M-$160M due to strategic investments.

• · GAAP operating income declined 8.7% YoY to $49.5M from $54.2M, despite strong revenue growth.
• · Adjusted free cash flow guidance for full-year 2026 was lowered to $140M-$160M from $160M-$180M, reflecting incremental strategic investments.
• · The company entered a long-term agreement with Thermo Fisher Scientific to secure oxygenator component supply.
• · PolySync programming algorithm achieved an 84.5% cumulative apnea-hypopnea index response rate in moderate to severe Obstructive Sleep Apnea patients.
• · A favorable Italian tax ruling resulted in a discrete tax benefit of €81.8M ($95.4M) related to the SNIA environmental liability.
• · Foreign currency is expected to be a tailwind of approximately 1% for full-year 2026.
• · New board member Jette Nygaard-Anderson appointed effective June 10; Stefano Folli appointed President, Cardiopulmonary effective August 1; Anne Liddy appointed Chief Legal Officer effective August 31.

05-08-2026

Shell plc CFO Sinead Gorman disposed of 30,000 ordinary shares at £33.686565 per share for a total of £1,010,596.95 on July 31, 2026, in a transaction on the London Stock Exchange. The filing is a routine notification under EU and UK market abuse regimes.

• · Share price at disposal: £33.686565 per share
• · Transaction date: July 31, 2026
• · Place of transaction: London Stock Exchange
• · Instrument: Ordinary shares of €0.07 each (ISIN GB00BP6MXD84)
• · Initial notification under EU and UK Market Abuse Regimes

05-08-2026

Primo Brands reported Q2 2026 net sales of $1,796.2M, up 3.8% YoY, with Adjusted EBITDA up 5.0% to $385.0M and margin expanding 20 bps to 21.4%. Net income from continuing operations more than doubled to $69.2M from $30.5M, but Adjusted net income declined slightly to $134.2M from $137.1M. The company raised its full-year net sales growth outlook to 2-4% (from 1-3%) while reaffirming Adjusted EBITDA guidance of $1,465-$1,515M.

• · SG&A expenses decreased to $345.5M from $378.6M, driven by lower marketing costs and reduced amortization.
• · Gross margin declined to 30.5% from 31.3% due to higher transportation costs and depreciation, partially offset by revenue growth and lower integration costs.
• · Net leverage ratio stood at 3.42x as of June 30, 2026.
• · FY2026 net sales growth guidance raised to 2-4% (from 1-3%), while Adjusted EBITDA and Adjusted Free Cash Flow guidance were reaffirmed.
• · The company exited its US Office Coffee Services business, which negatively impacted net sales comparison.
• · Conference call scheduled for August 5, 2026 at 8:00 a.m. ET.

04-08-2026

eXp World Holdings reported Q2 2026 revenue of $1.45B, up 10.7% YoY from $1.31B, driven by higher agent activity. However, the company posted a net loss of $2.7M for the quarter (vs. $2.3M loss a year ago) and a $7.8M loss for the first half of 2026, though the H1 loss narrowed from $13.3M in 2025. Operating income turned positive at $1.6M in Q2 vs. a $2.4M loss in Q2 2025, but the company recorded a $4.3M litigation contingency in the quarter and saw cash from operations decline to $59.3M from $75.9M in the prior-year period.

• · Goodwill increased to $26.9M at June 30, 2026 from $17.9M at Dec 31, 2025, reflecting acquisitions.
• · Accounts receivable rose to $167.6M from $108.8M, a 54% increase, driving cash tied up in working capital.
• · Litigation contingency was reduced to $3.3M at June 30, 2026 from $17.0M at Dec 31, 2025, but a new $4.3M charge was recorded in Q2 2026.
• · Dividends of $0.05 per share were paid in both Q2 2026 and Q2 2025, totaling $16.1M in H1 2026.
• · No share repurchases occurred in H1 2026, compared to $29.9M in H1 2025.
• · Foreign currency translation loss of $3.1M in H1 2026 vs. a gain of $3.1M in H1 2025.
• · Deferred tax assets net stood at $78.4M, largely unchanged from $77.5M at year-end 2025.

05-08-2026

AITX announced via an 8-K filing that its subsidiary, RAD, secured its first order from a major new national dealer partner, as detailed in a press release attached as Exhibit 99.1. The filing is furnished under Item 8.01 and does not include financial details or performance metrics. No negative or flat metrics were disclosed.

• · The order is from a 'major new national dealer partner' for RAD, indicating potential channel expansion.
• · The press release is dated August 5, 2026, and is attached as Exhibit 99.1.

04-08-2026

SLR HC BDC LLC filed its Form 10-Q for the quarter ended June 30, 2026, reporting total investment income of $4.791M for the six months, up 19.9% from $3.995M in the prior-year period. Net investment income rose to $2.214M from $1.288M, a 71.9% increase. However, net realized and unrealized losses widened to -$997K from -$355K, and net asset value per unit remained flat at $21.11, while total return declined to 2.46% from 3.41%.

• · Net realized and unrealized loss on investments widened to -$997K for the six months ended June 30, 2026, from -$355K in the prior-year period.
• · Cash decreased 26.7% to $2.138M as of June 30, 2026, from $2.915M at December 31, 2025.
• · Total return for the six months ended June 30, 2026 was 2.46%, down from 3.41% in the prior-year period.
• · Net asset value per unit remained unchanged at $21.11 from December 31, 2025 to June 30, 2026.
• · Portfolio turnover ratio increased to 18.6% from 12.3%.
• · Average debt outstanding decreased to $41.197M from $45.728M.
• · Interest and other credit facility expenses declined to $1.546M from $1.930M (six months).
• · Net investment income per unit was $0.86 for the six months ended June 30, 2026, compared to $1.03 in the prior-year period.

05-08-2026

Primoris Services Corp reported a net loss of $24.2M for Q2 2026 and $6.7M for H1 2026, compared to net income of $84.3M and $128.6M in the prior-year periods, driven by a sharp decline in gross profit. Revenue fell 10.7% YoY in Q2 to $1,688.2M and 8.2% YoY in H1 to $3,248.1M, while operating income swung to a loss of $26.8M (Q2) and $2.3M (H1) from profits of $126.6M and $197.0M a year ago. The company completed a $401.4M acquisition in H1 2026, funded by debt issuance and a $50M stock buyback, but cash from operations turned negative at -$131.3M.

• · Diluted EPS was -$0.45 for Q2 2026 vs $1.54 in Q2 2025; -$0.12 for H1 2026 vs $2.35 in H1 2025.
• · Dividends per common share remained unchanged at $0.08 per quarter.
• · Goodwill increased to $1,051.5M from $856.9M, and intangible assets rose to $375.2M from $190.2M, reflecting the acquisition.
• · Total debt (current + long-term) increased to $797.0M from $469.9M at year-end 2025.
• · Stockholders' equity decreased to $1,606.3M from $1,681.0M, partly due to $50.0M in stock purchases.
• · Cash paid for interest more than doubled to $18.1M in H1 2026 from $7.3M in H1 2025.
• · Transaction and related costs were $2.9M in Q2 2026 and $7.4M in H1 2026, compared to $0.5M and $1.3M in the prior-year periods.

05-08-2026

Daido Life Insurance Co filed its quarterly 13F-HR report with the SEC for the period ended June 30, 2026, disclosing holdings in six U.S. exchange-traded funds. The portfolio is concentrated in broad market and sector ETFs, with the largest position being the State Street SPDR S&P 500 ETF Trust valued at approximately $406,485.

• · All holdings are exchange-traded funds (ETFs), no individual stocks reported.
• · The filing is a routine quarterly disclosure of U.S. equity holdings by a foreign insurance company.
• · No period-over-period comparisons are available as the filing only reports current quarter holdings.

05-08-2026

Dorian LPG Ltd. reported record financial results for Q1 FY2027, with revenues surging 123.1% YoY to $187.9 million and net income skyrocketing to $138.3 million ($3.24 EPS) from $10.1 million ($0.24 EPS) in the prior-year quarter, driven by geopolitical disruption and higher freight rates. The company declared a $42.8 million irregular dividend, completed vessel sales generating $80.8 million and $85.6 million, and placed an order for a new dual-fuel VLGC. However, charter hire expenses more than doubled to $22.6 million, and the average price of very low sulfur fuel oil rose sharply from $511 to $863 per metric ton, partially offsetting gains.

• · The company prepaid $23.9 million of the BALCAP Facility's principal in July 2026.
• · The company prepaid $16.5 million of the 2023 A&R Debt Facility in April 2026.
• · The company prepaid the Corsair Japanese Financing's outstanding principal of $24.2 million.
• · The company entered into an agreement for one newbuilding dual-fuel Panamax VLGC expected to be delivered in Q3 2029.
• · The Baltic LPG Index averaged $199.694 per metric ton in Q1 FY2027 vs. $63.500 in the prior year.
• · Average VLSFO price increased from $511 to $863 per metric ton YoY.
• · Available days increased from 2,086 to 2,469 YoY.
• · Time chartered-in days increased from 370 to 546 YoY.
• · Average indebtedness decreased from $553.0M to $537.9M YoY.
• · U.S. LPG exports reached a record 7.3 MMT in May 2026.
• · The company's fleet includes 19 owned VLGCs and 6 time chartered-in VLGCs as of July 30, 2026.
• · The company declared its 19th consecutive quarterly irregular dividend.
• · The company completed the sale of three vessels (Cobra, Corsair, Constellation) during the quarter and subsequent period.

05-08-2026

Flutter Entertainment reported Q2 2026 revenue of $4,326M, up 3% YoY, but net loss of $296M versus a $37M profit in Q2 2025, and adjusted EBITDA fell 45% to $508M. US revenue declined 6% due to adverse sports results, while International grew 10%. CEO Peter Jackson will transition to Dan Taylor on October 1, 2026. Full-year guidance was reduced, reflecting lower revenue and EBITDA expectations.

• · US sportsbook revenue declined 15% YoY, while iGaming grew 14%.
• · International revenue grew 10% (organic +4%), with SEA up 36% (organic +18%).
• · UKI iGaming revenue grew 7%, CEE iGaming revenue grew 16%.
• · US adjusted EBITDA fell 70% to $119M, but was ahead of expectations.
• · International adjusted EBITDA declined 19% to $476M.
• · Group net loss of $296M includes $62M provision for Junglee GST and $33M accrual for US Sales and Use Tax.
• · Full-year 2026 revenue guidance reduced by $395M to $17.91B midpoint; adjusted EBITDA guidance reduced by $210M to $2.655B midpoint.
• · Leverage ratio increased to 4.3x from 3.7x at December 2025.
• · Cost transformation program targets $500M gross savings by 2029.
• · Acquisition integrations (Snai, Betnacional) expected to deliver $300M annualized cost savings by end of 2026.
• · Market-making capability expected to generate $50M revenue in 2026.
• · 70% of FanDuel customers have access to new loyalty program; over 80% surveyed say it improved experience.
• · Alberta launch in July significantly outpaced Ontario launch.
• · Prediction market contracts moved to Crypto.com exchange.
• · CEO transition: Peter Jackson to step down, Dan Taylor to become CEO on October 1, 2026.

05-08-2026

KKR Enhanced US Direct Lending Fund-L Inc. issued and sold 45,093 common shares to KKR Enhanced US Direct Lending Fund-L Holdings L.P. for $45.00 million in a private placement exempt from registration under the Securities Act.

• · The shares were issued on July 1, 2026, with the final number determined on July 9, 2026.
• · The sale was conducted under the company's continuous private offering, relying on exemptions under Section 4(a)(2), Regulation D, and/or Regulation S of the Securities Act.

05-08-2026

Owens Corning reported Q2 2026 net sales of $2.8B (flat YoY) and adjusted EBITDA margin of 24%, demonstrating resilient performance despite a challenging demand environment. However, net earnings from continuing operations declined 7% YoY to $310M, and adjusted diluted EPS fell 7% to $3.93. The company completed the sale of its glass reinforcements business, achieved $135M in cost synergies, and returned $264M to shareholders, while guiding Q3 2026 revenue slightly below prior year and adjusted EBITDA margin of 20%-22%.

• · Recordable incident rate (RIR) of 0.75 in Q2 2026.
• · Sale of glass reinforcements business completed on April 30, 2026.
• · Jonathan Collins appointed EVP and CFO effective August 10, 2026; Todd Fister becomes President and COO.
• · Doors segment EBITDA margin declined to 11% in Q2 2026 from 14% in Q2 2025.
• · Insulation segment EBITDA margin declined to 22% from 24%.
• · Roofing segment EBITDA margin declined to 34% from 35%.
• · Q3 2026 revenue expected to be approximately $2.6B to $2.7B, slightly below prior year.
• · Q3 2026 adjusted EBITDA margin expected to be approximately 20% to 22%.
• · Incremental costs of approximately $40 million expected in Q3 from Iran conflict inflation.
• · 2026 full-year outlook: General Corporate EBITDA expenses $245M-$255M; interest expense $255M-$265M; effective tax rate 24%-26%; capital additions ~$800M; D&A ~$680M.
• · Named to Fortune 500 for 72nd consecutive year.
• · Published 2025 Sustainability Report in May 2026.

05-08-2026

05-08-2026

Edgewell Personal Care filed an 8-K on August 5, 2026, reporting its financial results for the fiscal third quarter ended June 30, 2026, under Item 2.02 and providing related financial statements under Item 9.01. The filing discloses net sales of $641.1 million, a 1.5% increase year-over-year, and a GAAP loss per share of $0.10, compared to earnings per share of $0.62 in the prior-year quarter. While the company reaffirmed its full-year fiscal 2026 net sales and adjusted EPS guidance, it revised its adjusted EBITDA guidance downward to a range of $365 million to $375 million, reflecting continued cost pressures and a challenging retail environment.

• · GAAP net loss of $5.1 million for Q3 FY2026, compared to net earnings of $22.3 million in Q3 FY2025.
• · Adjusted net earnings of $45.2 million for Q3 FY2026, compared to $46.8 million in Q3 FY2025.
• · Adjusted diluted EPS of $1.10 for Q3 FY2026, compared to $1.14 in Q3 FY2025.
• · Gross margin improved by 30 basis points to 42.5% in Q3 FY2026.
• · Operating expenses increased by $12.4 million year-over-year, driven by higher advertising and marketing investments.
• · The company reaffirmed its full-year fiscal 2026 net sales and adjusted EPS guidance, but lowered adjusted EBITDA guidance to $365.0 million to $375.0 million.
• · The company will host a conference call on August 5, 2026 at 8:30 AM ET to discuss results.
• · The filing includes a press release and financial statements as exhibits.

05-08-2026

SUPER HI INTERNATIONAL HOLDING LTD. filed a Form 6-K with the SEC on August 5, 2026, attaching its Monthly Return for Equity Issuer and Hong Kong Depositary Receipts listed under Chapter 19B of the Exchange Listing Rules. The filing is a routine regulatory disclosure of securities movements and contains no financial results or operational commentary.

• · The filing is a routine monthly securities movement report, not a financial results announcement.
• · No specific securities movements, amounts, or changes were disclosed in the provided content.

05-08-2026

NiSource Inc. reported Q2 FY2026 net income of $36.9M, a sharp decline from $100.5M in Q2 FY2025, with diluted EPS falling to $0.09 from $0.22. Total operating revenues increased 4.6% to $1.34B, but operating income dropped 13.2% to $228.1M due to a 19.9% rise in operation and maintenance expenses and a 26.4% increase in depreciation. For the six-month period, net income attributable to NiSource was $552.6M versus $577.0M in the prior year, while total revenues grew 6.9% to $3.71B.

• · Interest expense net increased to $199.2M in Q2 2026 from $139.1M in Q2 2025, a 43.2% rise.
• · Total assets grew to $37.54B as of June 30, 2026, up from $35.86B at December 31, 2025.
• · Net property, plant and equipment increased to $30.52B from $28.69B.
• · Current portion of long-term debt surged to $1.10B from $19.7M at year-end 2025.
• · Retained deficit improved to $(196.2)M from $(315.2)M at December 31, 2025.
• · Noncontrolling interest in consolidated subsidiaries rose to $2.32B from $2.21B.
• · Cash and cash equivalents decreased to $70.0M from $110.1M.
• · Accounts receivable net fell to $846.5M from $1.24B.
• · Regulatory assets (current) increased to $400.0M from $274.2M.
• · Total current liabilities rose to $4.41B from $3.46B, driven by the current debt portion and higher accounts payable.

05-08-2026

Compass Pathways reported Q2 and H1 2026 financial results, highlighting positive Phase 3 data for COMP360 in treatment-resistant depression (TRD) and progress toward a rolling NDA submission expected to complete in Q4 2026, with a commercial launch targeted for H1 2027. The company ended Q2 with a strong cash position of $433.3 million, sufficient into 2028. However, net loss widened significantly to $253.8 million in Q2 2026 from $38.4 million in Q2 2025, driven largely by non-cash warrant fair value adjustments, while R&D expenses decreased slightly and G&A expenses rose sharply due to commercial preparedness costs.

• · Net loss per share was $1.88 in Q2 2026 vs $0.41 in Q2 2025.
• · Net loss per share was $1.33 in H1 2026 vs $0.62 in H1 2025.
• · Non-cash warrant fair value adjustment caused a $205.6M loss in Q2 2026 vs a $2.5M loss in Q2 2025.
• · Debt increased 60.4% from $31.6M at Dec 31, 2025 to $50.7M at June 30, 2026.
• · Approximately 90% of the U.S. patient population live in states that intend to reschedule within 30 days after Federal DEA rescheduling.
• · COMP360 has Breakthrough Therapy designation from FDA and ILAP designation in the UK for TRD.
• · The company has a late-stage PTSD trial underway, affecting 13 million people in the U.S. annually.

05-08-2026

LeMaitre Vascular reported strong Q2 2026 results with net sales of $70.4M (+9.6% YoY) and net income of $17.1M (+23.7% YoY). For the first half of 2026, net sales reached $136.9M (+10.3% YoY) and net income was $32.7M (+32.0% YoY). However, operating expenses grew faster than gross profit in Q2, and the company recorded a foreign currency translation loss of $0.2M in Q2 and $0.7M year-to-date, contributing to a decline in accumulated other comprehensive income.

• · Cash and cash equivalents decreased from $28.2M at Dec 31, 2025 to $26.6M at June 30, 2026.
• · Net cash provided by operating activities was $31.1M in H1 2026 vs $29.3M in H1 2025.
• · Capital expenditures were $5.1M in H1 2026 vs $2.7M in H1 2025.
• · Dividends paid totaled $11.4M in H1 2026 vs $9.0M in H1 2025.
• · The company held $349.6M in short-term marketable securities as of June 30, 2026, up from $330.9M at Dec 31, 2025.
• · Accumulated other comprehensive loss worsened from ($2.4M) to ($4.2M) due to foreign currency translation and unrealized losses on securities.
• · Right-of-use leased assets increased from $15.8M to $20.0M, reflecting new operating lease obligations of $6.2M in H1 2026.
• · Total liabilities decreased slightly from $222.2M to $220.2M.

05-08-2026

Insulet reported Q2 2026 revenue of $801.7M, up 23.5% YoY (22.7% constant currency), exceeding guidance. U.S. Omnipod revenue grew 20.1% and International Omnipod revenue surged 35.5% (32.9% constant currency). However, GAAP operating income margin declined 250 bps to 16.2% of revenue, and Drug Delivery revenue fell 43.1% YoY. The company lowered its full-year 2026 total Omnipod revenue growth guidance to 21%-23% (from 22%-24%) and U.S. Omnipod guidance to 17%-19% (from 20%-22%), citing scaling challenges in type 2 diabetes.

• · Q2 2026 GAAP operating income was $129.7M (16.2% of revenue), down 250 bps from prior year.
• · Adjusted operating income was $154.5M (19.3% of revenue), up 140 bps YoY.
• · GAAP net income surged to $95.0M ($1.37 per diluted share) from $22.5M ($0.32 per diluted share) in Q2 2025, partly due to the absence of a $84.4M loss on debt extinguishment in the prior year.
• · Adjusted net income was $115.0M ($1.66 per diluted share), up 37.4% and 41.5% respectively.
• · Drug Delivery revenue declined 43.1% YoY to $5.8M.
• · Full-year 2026 guidance for U.S. Omnipod revenue growth was lowered to 17%-19% from prior 20%-22%.
• · Full-year 2026 total Omnipod revenue growth guidance was reduced to 21%-23% from 22%-24%.
• · Q3 2026 guidance: U.S. Omnipod 14%-16%, International Omnipod 28%-30%, Total Omnipod 18%-20%, Drug Delivery ~(20)%.
• · Cash and cash equivalents decreased to $534.9M from $716.1M at year-end 2025.
• · Launched Omnipod 5 and Omnipod Discover in Spain (26th country for Omnipod, 20th for Omnipod 5).
• · Expanded Omnipod 5 ecosystem with next-gen algorithm and compatibility with Abbott's FreeStyle Libre 3 Plus.
• · Presented STRIVE results supporting Omnipod 6 and EVOLUTION 3 feasibility study for fully closed-loop technology in type 2 diabetes at ADA 2026.
• · Partnered with Calm to provide free mindfulness and stress-management tools for the diabetes community.

05-08-2026

Lineage, Inc. reported Q2 2026 total revenue of $1,361 million, up 0.8% YoY, but posted a GAAP net loss of $(32) million. Adjusted EBITDA declined 1.8% to $320 million and AFFO fell 6.2% to $198 million, while same warehouse physical occupancy improved 90 bps YoY, signaling industry stabilization.

• · Q2 2026 GAAP net loss widened to $(32) million from $(7) million in Q2 2025, a 357% increase in loss.
• · Interest expense, net increased 29.9% YoY to $87 million from $67 million, driven by higher debt.
• · Total equity declined 3.9% from $9.236B at Dec 31, 2025 to $8.874B at June 30, 2026.
• · Cash and restricted cash decreased 12.1% to $58 million from $66 million at year-end 2025.
• · Long-term debt, net increased 1.9% to $6.22B from $6.107B at Dec 31, 2025.
• · Income from operations improved significantly to $54 million from $23 million in Q2 2025, a 134.8% increase.
• · The company acknowledged a fire at its Big Bear facility and is committed to full recovery.
• · Full-year 2026 guidance: adjusted EBITDA $1.26B-$1.29B and AFFO per share $2.80-$3.05.

05-08-2026

Q32 Bio reported Q2 2026 financial results with a net loss of $8.9 million, improved from a $9.5 million loss in Q2 2025. The company highlighted positive 36-week topline results from Part B of its SIGNAL-AA Phase 2a trial for bempikibart in alopecia areata, showing a 35.3% mean SALT score reduction and 40.0% SALT-20 response (mITT). However, the ITT SALT-20 response was lower at 30.3%, and R&D expenses declined 17.5% YoY to $4.3 million due to program sale, while G&A expenses rose 21.2% to $4.9 million. Cash and equivalents stood at $106.3 million as of June 30, 2026, supplemented by a $200 million public offering in July 2026, providing runway through Phase 3 topline results.

• · Loss on extinguishment of debt of $0.1 million in Q2 2026 vs $0 in Q2 2025.
• · Weighted-average shares outstanding increased to 20,342,345 in Q2 2026 from 12,197,615 in Q2 2025.
• · Total assets grew to $115.9 million as of June 30, 2026 from $61.8 million at December 31, 2025.
• · Venture debt was fully repaid ($0 as of June 30, 2026 vs $9.7 million at December 31, 2025).
• · Stockholders' equity increased to $105.9 million from $42.0 million.
• · Registration-directed program expected to initiate in 1H 2027, subject to regulatory discussions in 2H 2026.
• · ADX-914-XL is in pre-clinical development with half-life extension technology for extended dosing.
• · OLE data from Part B anticipated in second half of 2027.

05-08-2026

Amitell Capital Pte Ltd filed its quarterly 13F-HR for the period ended June 30, 2026, disclosing holdings in 26 equity securities with a total market value of approximately $109.3 million. The portfolio is concentrated in large-cap U.S. equities, ETFs, and select international positions, led by Vanguard Total World Stock ETF ($37.2M), Alphabet Class C ($7.5M), and NVIDIA ($6.7M). Compared to the prior quarter, while top holdings appear stable, the portfolio shows increased allocation to gold miners and a reduction in cash equivalents, but overall value declined slightly from $112.1M in Q1 2026 to $109.3M in Q2 2026, reflecting a 2.5% decrease due to market volatility.

• · Sprott Physical Gold Trust ($4.0M) and VanEck Gold Miners ETF ($3.0M) highlight a notable allocation to precious metals as a hedge.
• · NVIDIA ($6.7M) and Broadcom ($1.6M) represent technology exposure amid recent AI-driven volatility.
• · Portfolio includes niche ETFs such as Global X Copper ETF ($3.3M) and Global X Uranium ETF ($1.8M), suggesting a thematic tilt toward commodities and energy transition.
• · All positions are held with sole voting and dispositive power; no shared or non-dispositive holdings are reported.
• · The filing reflects no major new positions versus prior quarter; changes appear to be incremental adjustments.

05-08-2026

Unicoin Inc. (TransparentBusiness, Inc.) filed its 10-Q for the quarter ended June 30, 2026, reporting a net loss of $2.1M for the quarter, slightly improved from a $2.1M loss in the same quarter last year. However, revenues declined sharply by 61% year-over-year to $241,015, and cash and cash equivalents plummeted 60% from $1.24M at year-end 2025 to $496,655. The company's total liabilities exceeded total assets by a wide margin, with a massive $121.2M Unicoin rights financing obligation driving stockholders' deficit to $116.3M.

• · Customer A and Customer B together accounted for 79% of Q2 2026 revenue (54% and 25% respectively), up from 37% in Q2 2025, indicating high customer concentration.
• · The company provided a $1,023,137 loan to a related party during H1 2026, classified as investing activity.
• · Short-term debt was reduced from $2,305,782 at Dec 31, 2025 to $887,650 at Jun 30, 2026, a 61.5% decrease.
• · Accounts payable decreased 44.2% from $1,135,345 to $633,434.
• · Accrued expenses decreased 37.1% from $4,217,819 to $2,652,541.
• · The company issued 500,000 shares of common stock to settle litigation during Q2 2026.
• · Net cash used in operating activities increased 42.6% to $6,081,101 in H1 2026 from $4,262,994 in H1 2025.
• · Cash from financing activities increased 70.9% to $6,392,431, primarily from net proceeds of sales of unicoin rights ($6,361,463).
• · The company had no net income from discontinued operations in H1 2026, compared to $135,769 in H1 2025.
• · Total depreciation and amortization expense was $5,808 for H1 2026, down from $6,109 in H1 2025.

05-08-2026

Gran Tierra Energy reported Q2 2026 net income of $25 million, a sharp turnaround from a net loss of $119 million in the prior quarter, driven by higher oil prices and lower operating costs. However, total average production fell 9% sequentially and 12% year-over-year to 41,501 BOEPD, with declines attributed to asset sales and temporary field issues. The company also advanced its portfolio by completing the Suroriente capital carry, selling its Lodgepole assets, and securing resource reports on its Canadian prospects.

• · Operating netback improved 49% from prior quarter to $34.73 per boe.
• · Sales revenue increased 25% YoY due to higher Brent prices, despite a 16% decline in sales volumes.
• · South American quality and transportation discounts averaged $10.31 per bbl, a slight decrease from $14.85 in Q1 2026.
• · Total operating expenses decreased 22% from prior quarter to $52 million.
• · Twelve-month trailing net debt to Adjusted EBITDA ratio was 1.7 times, and the company targets 1.0 times.
• · Subsequent to quarter end, Gran Tierra repurchased an additional $15 million of notes at a 10% discount.
• · Unrisked best-estimate contingent resources assigned by McDaniel: ~6.5 MMbbl at Dawson Clearwater; prospective resources: ~55 MMbbl at Dawson Clearwater and ~12 MMbbl at Mount Head (unrisked P50).
• · Risked mean prospective resources for the combined plays are ~33 MMbbl.
• · Ecuador production averaged 7,993 bopd in the quarter.
• · The company completed the six-well development drilling program at Cohembi field.

05-08-2026

Chairman of the Board RADZIWILL JOHN was awarded 219 Restricted Shares of Common Stock. RADZIWILL JOHN holds 231,850 shares after the transaction.

• · Chairman of the Board RADZIWILL JOHN was awarded 219 Restricted Shares of Common Stock

05-08-2026

VP Liaw Yung-Haw reported beneficial ownership in TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD. No securities are beneficially owned.

05-08-2026

Chimera Investment Corporation reported Q2 2026 GAAP net loss of $4 million (or -$0.05 per diluted share), a sharp decline from net income of $14 million (or $0.17 per share) in Q2 2025, driven by unrealized losses on financial instruments and spread movements. However, earnings available for distribution (EAD) remained strong at $39 million, or $0.46 per share, supporting the $0.45 quarterly dividend. The Residential Origination segment showed robust growth, with origination volume up 30% YoY to $1.1 billion, while the company continued to scale its loan origination platform and advance securitization plans.

• · Q2 2026 GAAP net loss of $4 million compares to net income of $14 million in Q2 2025, a decline of $18 million.
• · Net unrealized losses on financial instruments at fair value were $43.4 million in Q2 2026, versus gains of $7.0 million in Q2 2025.
• · Net realized losses on sales of investments widened to $9.6 million in Q2 2026 from $1.9 million in Q2 2025.
• · Gain on origination and sale of loans was $22.2 million in Q2 2026, a new contribution from the Residential Origination segment.
• · Total expenses increased to $48.3 million in Q2 2026 from $27.1 million in Q2 2025, driven by higher compensation and benefits ($25.1 million vs $11.7 million) and general and administrative expenses ($11.5 million vs $6.8 million).
• · Book value per share declined to $17.75 from $18.00 (implied) at year-end 2025, reflecting the negative economic return of -0.76%.
• · The company maintained its $0.45 quarterly dividend, with EAD per share of $0.46 covering the dividend.
• · Product mix in Residential Origination: consumer Non-QM 47%, Investor Loans 48%, QM 5%.
• · Total assets increased slightly to $16.05 billion from $15.81 billion at year-end 2025, but stockholders' equity decreased to $2.42 billion from $2.57 billion.
• · The company completed two re-securitizations with an aggregate principal balance of $487 million and purchased an additional $122 million of loans from HomeXpress.

05-08-2026

Cencora, Inc. entered into an amended and restated credit agreement dated July 31, 2026, with JPMorgan Chase Bank as administrative agent and a syndicate of lenders including Bank of America, BNP Paribas, Citibank, Societe Generale, and Wells Fargo. The agreement provides for two tranches of revolving credit facilities, swingline loans, and letters of credit in multiple currencies (USD, Sterling, Euro, Canadian Dollars, and other designated currencies). The filing does not disclose the specific commitment amounts or financial terms, but the agreement includes customary covenants, including a leverage ratio covenant, and conditions for borrowing.

• · The credit agreement includes two tranches: Tranche One and Tranche Two, each allowing revolving loans, swingline loans, and letters of credit in multiple currencies.
• · Borrowing subsidiaries include Canadian subsidiaries (for CAD loans) and UK subsidiaries (for Sterling swingline loans).
• · The agreement contains a leverage ratio negative covenant (Section 6.05) and events of default (Article VII).
• · Interest rates are based on Term SOFR, EURIBO, CORRA, or an Alternate Base Rate, with applicable margins and adjustments.
• · The agreement replaces any prior credit facility and is effective as of July 31, 2026.

05-08-2026

Kennametal reported a strong fiscal Q4 2026 with sales of $737M (+43% YoY) and record adjusted EPS of $2.96, driven by favorable raw material pricing and volume growth. However, full-year free operating cash flow turned deeply negative at -$79M (vs +$121M prior year) due to working capital needs from unprecedented tungsten price increases, and net cash flow from operations was -$4M (vs +$208M). The company guided Q1 FY27 adjusted EPS of $2.50-$2.80 and full-year adjusted EPS of $4.15-$5.15, with sales expected to grow further.

• · Q4 FY26 adjusted operating income was $306M (41.5% margin) vs $38M (7.4% margin) in prior year.
• · Full-year FY26 adjusted operating income was $484M (20.5% margin) vs $158M (8.0% margin) in prior year.
• · Q4 FY26 Metal Cutting operating income was $106M (26.7% margin) vs $21M (6.6% margin) in prior year.
• · Q4 FY26 Infrastructure operating income was $197M (58.3% margin) vs $11M (5.5% margin) in prior year.
• · Full-year FY26 net cash flow from operations was negative $4M, down from positive $208M in FY25.
• · Free operating cash flow for FY26 was negative $79M, compared to positive $121M in FY25.
• · Inventories more than doubled to $1.11B at June 30, 2026 from $538M a year earlier, driven by tungsten price increases.
• · Cash and cash equivalents declined 32% to $95.8M from $140.5M.
• · Q1 FY27 sales guidance: $745M - $775M; adjusted EPS guidance: $2.50 - $2.80.
• · Full-year FY27 sales guidance: $3.33B - $3.45B; adjusted EPS guidance: $4.15 - $5.15.
• · FY27 free operating cash flow expected to be approximately 20% of adjusted net income.
• · Quarterly dividend maintained at $0.20 per share, payable August 25, 2026.
• · Operating income benefited from ~$252M favorable raw material pricing timing in Q4 and ~$316M for the full year.
• · Restructuring savings contributed ~$5M in Q4 and ~$27M for the full year.

05-08-2026

President Drafts William Arnold was awarded 2,840 Common Stock. Drafts William Arnold holds 16,656 shares after the transaction.

• · President Drafts William Arnold was awarded 2,840 Common Stock

04-08-2026

Chief Credit Officer Rivas Freddy I had withheld for taxes 166 Common Stock at $41.80 (~$6.94K). Rivas Freddy I holds 11,884 shares after the transaction.

• · Chief Credit Officer Rivas Freddy I had withheld for taxes 166 Common Stock at $41.80 (~$6.94K)