Most material SEC filings — July 28, 2026

ProMIS reported blinded 6-month interim safety and biomarker data from PRECISE-AD, a Phase 1b trial of PMN310 in 136 mild cognitive impairment/mild AD patients (61% APOE4 carriers, 11% homozygotes). Key findings: zero ARIA-E cases across all genotypes, 4.4% total ARIA (all mild asymptomatic ARIA-H), zero treatment-related serious adverse events, zero drug discontinuations, and favorable biomarker trends (68.5% showed plasma pTau217 decline; 62.5% showed CSF MTBR-tau243 decline). Unblinded 12-month topline results expected Q1 2027.

INNIO N.V., which completed its IPO on June 5, 2026, reported Q2 2026 equipment order intake of $2.3 billion (+316% YoY), driven by a landmark 1.1 GW data center order and follow-on hyperscaler demand. Equipment order backlog reached $6.6 billion (+279% YoY), providing visibility through 2030. Total revenue was $937.7 million (+42% YoY); Q2 net loss of $16.9 million reflects $81.2 million in one-time IPO costs. Adjusted EBITDA was $172.3 million (+20% YoY). FY2026 guidance: $3.8–3.9 billion revenue and $720–740 million Adjusted EBITDA (+33% at midpoint).

T1 Energy exercised a call option to acquire intellectual property (patents, know-how) related to TOPCon and PERC solar cell technology from Evervolt Green Energy Holding Pte Ltd. Total consideration: $135M ($2M option premium paid upfront + $133M purchase price in four tranches due July 28, 2026 through October 30, 2026). Payment may be satisfied in cash or T1 common stock (at 15% discount to VWAP) or combination thereof, with aggregate stock consideration capped at 19.9% of outstanding shares. T1 previously licensed this IP; ownership eliminates future royalty obligations.

HF Sinclair reported Q2 2026 net income of $892M ($4.93/diluted share), up from $208M ($1.10) in Q2 2025. Adjusted net income was $960M ($5.31/share) vs. $322M ($1.70) YoY. The company returned $265M to shareholders via dividends ($89M) and buybacks ($179M) in Q2, announced a 5% dividend increase from $0.50 to $0.525 per share, and announced plans to separate its Lubricants & Specialties segment into an independent publicly traded company within 12–18 months (targeted H2 2027), while retiring its Mississauga, Ontario base oil refining assets over 2027.

Core Scientific signed a strategic partnership with AMD (announced July 28, 2026) whereby AMD secures more than 500 megawatts of U.S. data center capacity beginning in 2027, with ability to expand up to 2.5 gigawatts. AMD receives market-priced warrants to purchase Core Scientific common stock (specific warrant count and valuation not disclosed). The partnership involves collaboration on infrastructure design and deployment of AMD Instinct GPUs, EPYC CPUs, and ROCm software across Core Scientific's facilities.

Corning reported Q2 2026 core sales of $4.74B (up 17% YoY) and core EPS of $0.78 (up 30% YoY). The company upgraded its Springboard growth plan targeting $20B annualized sales by end-2026, $30B by end-2028, and $40B by end-2030, expecting 19% sales CAGR from Q4 2026 to Q4 2030. Key wins: Amazon announced a multiyear, multibillion-dollar agreement for fiber/connectivity solutions; NVIDIA partnership includes 10x expansion of U.S. optical manufacturing and 50%+ fiber production increase. Optical Communications grew 32% ($2.07B); Solar grew 90% ($438M) with profitability expected to improve in Q3.

Altimmune announced positive topline results from RECLAIM Phase 2 trial of pemvidutide (2.4 mg) in alcohol use disorder (AUD). The trial met its primary endpoint with statistically significant reduction in heavy drinking days versus placebo (p=0.0014; -1.45 days/week difference). Key secondary endpoints also achieved: 64.4% achieved 2-level WHO risk drinking reduction (vs 34.8% placebo, p=0.0049), 42.2% achieved zero heavy drinking days (vs 17.4%, p=0.0066), 9.1% placebo-adjusted weight reduction (p<0.0001). Safety profile generally favorable though nausea (44% vs 24%), constipation (26% vs 6%), and vomiting (18% vs 6%) were elevated; 5 treatment discontinuations due to drug-related AEs (10% vs 0%). Company plans End-of-Phase 2 FDA meeting based on results.

Core Scientific announced a partnership with AMD supporting up to 2.5 GW of leasable capacity, anchored by 15-year agreements for approximately 530 MW across five sites with over $14 billion in potential base contracted revenue. The company increased total leased customer power to 1.1 GW (~$24B contracted revenue) and is billing 437 MW as of mid-July (~$635M annualized colocation revenue). Q2 2026 colocation revenue grew to $136.7M from $77.5M in Q1 2026 and $10.6M in Q2 2025.

Kiniksa reported Q2 2026 ARCALYST net product revenue of $243.6 million (55% YoY growth), prompting a raise of full-year 2026 ARCALYST guidance to $980–995 million from prior guidance of $930–945 million. As of Q2 end, ~21% of 14,000 multiple-recurrence patients were on ARCALYST; KPL-387 Phase 2 data showed rapid pain/inflammation reduction at 300 mg monthly dose, with Phase 3 trial (PASTORALE) now enrolling ~85 patients. Company reported Q2 net income of $25.4 million and maintains $525.9 million cash with no debt.

Edible Garden received a favorable Nasdaq Hearings Panel decision on July 28, 2026, allowing continued listing subject to maintaining a minimum closing bid price of $1.00 per share by August 15, 2026. The company completed a 1-for-45 reverse stock split effective July 13, 2026, and the stock has remained at or above $1.00 since then. Panel jurisdiction continues through November 23, 2026, with no assurance of sustained compliance.

T1 Energy reported Q2 2026 preliminary results of $245–255M in sales (835 MW modules) and a net loss of $34–37M from continuing operations. The company acquired solar IP patents from Evervolt Green Energy for $135M total consideration. G2_Austin Phase 1 capex increased 20% from $425M to $510M, with first production pushed from late 2026 to Q1 2027 due to Texas construction-market cost pressures. T1 also closed the KORE Power acquisition in July 2026 and monetized remaining 2025 Section 45X tax credits for $39.1M.

Repligen reported Q2 2026 revenue of $204M (+12% reported, +13% organic YoY) with adjusted operating income up 55% YoY. The company raised FY26 organic revenue growth guidance to 10.5%–13.5% and adjusted EPS to $2.03–$2.09. Concurrent with earnings, Repligen announced a definitive agreement to acquire BioLife Solutions to strengthen its cell therapy position; the filing provides no acquisition price, payment terms, or deal closing timeline.

SunPower reported Q2 2026 revenue of $56.0M (down $16.8M or 23% from Q1's $72.8M), with non-GAAP operating loss of $12.5M vs. Q1's $12.9M loss. The revenue decline was driven by 1,105 delayed jobs in the Direct Division caused by quality control holds on funding submissions; CEO replaced top management at that division. Operating expenses fell $19.7M (30% drop), including $7.1M in structural fixed-cost reductions. Cash balance dropped to $4.0M (below $10M target) to avoid dilution. Company forecasts Q3 2026 revenue of $75M+ and operating loss under $1M.

Mid Penn Bancorp closed four acquisitions since early 2025: William Penn Bancorporation ($120M, April 2025), Charis Insurance ($4M, May 2025), Cumberland Advisors ($3.2B AUM, January 2026), and 1st Colonial Bancorp ($106M, February 2026). As of June 30, 2026, total assets grew 31% year-over-year to $7.1B (from $5.4B in Q2 2024), gross loans to $5.6B, deposits to $6.0B. Core ROAA improved to 1.26% (from 0.87% in Q2 2024); annualized core EPS of $0.87 on 25.3M weighted average shares. NIM 4.06%, NPAs/Assets 0.52%, TCE/TA 10.5%. Board declared quarterly dividend of $0.23/share (+4.55% from prior quarter), plus $0.05 special dividend in February 2026.

Hubbell Incorporated completed the acquisition of NSI Electrical Buyer, Inc. (NSI Industries), a provider of electrical fittings, connectors, and wire management products, for approximately $3.0 billion in Q2 2026. The company financed this with $900 million in new unsecured term loans, $1.9 billion in senior notes, and commercial paper. Hubbell raised full-year 2026 adjusted diluted EPS guidance to $20.25–$20.55 (from prior guidance) and reported Q2 adjusted diluted EPS of $5.52, up 12% year-over-year, driven by 10% organic sales growth and 15% total sales growth including the acquisition.

On July 28, 2026, KIDZ AI's Board authorized a 50% increase to its share repurchase program, raising the total authorization from $2.0 million to $3.0 million. The company intends to repurchase shares via open market purchases, block trades, or other compliant means, with timing and volume at management's discretion based on market conditions and liquidity. No specific repurchase commitments or targets were announced; the program may be modified or terminated at any time.

Axalta reported Q2 2026 net sales of $1.35B (+3% YoY), record Adjusted EBITDA of $305M (22.7% margin, +30bp YoY), and record Adjusted Diluted EPS of $0.72 (+13% YoY). Reported net income $89M with diluted EPS of $0.41, reduced by $31M in merger-related costs. Free cash flow was $107M (+6% YoY), net leverage improved to 2.2x (company's lowest). Special General Meeting scheduled for August 5, 2026 to approve the proposed "merger of equals" with AkzoNobel N.V.

UPS reported Q2 2026 consolidated revenue of $22.8B (up 7.6% YoY) and non-GAAP adjusted operating profit of $2.1B. The company raised full-year 2026 consolidated revenue guidance to ~$91.2B and non-GAAP adjusted operating profit to ~$8.65B, with adjusted diluted EPS guidance raised to ~$7.22. Q2 GAAP results were depressed by $891M in after-tax transformation charges ($1.05/share), primarily from the Driver Choice Program workforce reduction. UPS completed the Amazon volume glide-down and network reconfiguration, achieving $1.2B in program benefits in H1 2026 and expecting ~$3B full-year benefits. International segment revenue grew 12.5%; U.S. Domestic revenue rose 6.0% on strong pricing (9.3% revenue-per-piece growth).

CenterPoint Energy reported Q2 2026 non-GAAP EPS of $0.40 (vs. $0.29 in Q2 2025), reaffirmed full-year 2026 guidance of $1.89–$1.91 per share, and increased its 10-year capital investment plan by $1.2 billion to $66.7 billion (2026–2035). The company submitted ~17 GW of large load projects via ERCOT's Batch Zero process, of which ~14 GW are expected to be eligible as base or studied load—representing a 65%+ increase vs. current Houston Electric peak demand of 21 GW. Ohio natural gas LDC sale (~$2.6B gross purchase price) received regulatory approval and is expected to close October 2026.

Herc Holdings reported Q2 2026 equipment rental revenue of $1,072M (up 23% YoY) and adjusted EBITDA of $487M (up 19%). The company raised full-year 2026 guidance: equipment rental revenue to $4.375B–$4.475B (prior $4.275B–$4.4B); adjusted EBITDA to $2.05B–$2.125B (prior $2.0B–$2.1B); and net rental capex to $850M–$950M (prior $500M–$800M). Integration of H&E (acquired June 2025 for ~$4.3B debt-funded) completed; fleet grew 20% YoY to $9.6B at OEC. Net leverage stands at 3.95x; free cash flow $202M H1 2026. Dollar utilization improved to 39.3% but adjusted EBITDA margin compressed 50 bps to 40.4% due to fuel/transportation inflation.

CMS Energy completed a strategic review of NorthStar Clean Energy and decided to exit non-utility renewables development while retaining Michigan-based assets including Dearborn Industrial Generation (DIG) and four solar projects (~0.5 GW). This restructuring reduces parent funding needs by $500M+ through 2030, simplifies the business to focus on regulated utility services, and is targeted for completion by year-end 2026. The company reaffirmed 2026 adjusted EPS guidance of $3.83–$3.90 and introduced 2027 guidance of $4.08–$4.17, with YTD 2026 adjusted EPS of $1.50 (down from $1.73 in 2025 YTD), and maintains 6–8% long-term adjusted EPS growth.

Curbline Properties acquired 30 convenience shopping centers for $374.1M in Q2 2026 and 48 properties for $563.7M year-to-date. The company raised $823.5M gross proceeds from 29.3M shares sold via at-the-market and forward offerings. Operating FFO grew to $0.31/diluted share in Q2 (vs. $0.26 YoY); 6M26 net income fell to $0.10/share from $0.20 YoY due to interest expense from debt funding acquisitions. Guidance raised: FY 2026 Operating FFO now $1.24–$1.26/share (prior $1.20–$1.23), supported by $850.9M cash and forward equity commitments for future deals.

Invesco reported Q2 2026 net long-term inflows of $45.1B (vs. $21.8B in Q1; $15.6B in Q2 2025), driven by ETFs/Index ($30.1B), QQQ ($13.8B), and China JV ($6.9B). Ending AUM reached $2.47T (+14.4% QoQ). Adjusted operating margin expanded 300 bps QoQ to 37.5%; adjusted diluted EPS $0.71 (+24.6% QoQ, +97.2% YoY). Company reduced net debt by $451M to $708.6M and increased share buybacks 80% YTD ($50M in Q2; 1.9M shares).

Grace Therapeutics received FDA Type A meeting minutes on July 28, 2026, confirming the CRL contained no clinical safety/efficacy deficiencies and no request for additional clinical data. The CRL cited only cGMP compliance issues at the current contract manufacturer and non-clinical leachables/excipient data gaps. The company is executing a dual-source manufacturing strategy: remediation at the current manufacturer (pending FDA reinspection) in parallel with technology transfer to a U.S.-based second source, with resubmission to follow once all CRL items are addressed.

XPLR Infrastructure completed the first minimum buyout of CEPF 5 for approximately $150 million and fully repaid $500 million of outstanding convertible notes using available cash in Q2 2026. The company reported Q2 net income of $38 million and adjusted EBITDA of $523 million, with 50% of planned 2026 repowerings completed. 2026 guidance remains: adjusted EBITDA $1.75B–$1.95B and FCFBG $600M–$700M.

Turn Therapeutics (biotech, $18.6M assets) shared a July 2026 investor presentation showing Phase 2 interim results for GX-03 in atopic dermatitis: in a representative subgroup (n=25, enriched for baseline pruritus ≥7), GX-03 met four prespecified endpoints versus vehicle with p-values ranging 0.0100–0.0914, including 61.5% vs 8.3% Week 4 vIGA-AD success (Δ 53.2%, p=0.0100). Full Stage 2 (~135 patients) enrollment ongoing; topline Q4 2026. Company reports $11.2M cash as of March 31, 2026, and runway into Q3 2027. GX-03 also in development for onychomycosis (Phase 3 planned Q1 2027) and hidradenitis suppurativa (Phase 2a planned Q2 2027).