Most material SEC filings — July 31, 2026

Seer received revised unsolicited acquisition proposals on July 28–29, 2026: Radoff-JEC Group offered $2.55/share cash plus one CVR; CEO Omid Farokhzad (in personal capacity) offered $2.45/share cash plus two CVRs (revenue-linked up to $0.33/share through 2033, sale-linked up to $4.91/share through 2033), totaling potential upside to $7.69/share (342% premium to 30-day VWAP as of June 30, 2026). Both proposals are non-binding. The Special Committee will review both proposals; no stockholder vote is required at this time.

nVent reported Q2 2026 sales of $1.5B (+53% reported, +47% organic) and diluted EPS of $1.32 (+103%), with adjusted EPS of $1.45 (+69%). The company significantly raised full-year 2026 guidance: reported sales growth to 37-39% (from 26-28%), organic growth to 32-34% (from 21-23%), GAAP EPS to $4.29-$4.39 (from $3.68-$3.78), and adjusted EPS to $5.00-$5.10 (from $4.45-$4.55). Systems Protection segment grew 70% reported (62% organic) driven by data center demand; Electrical Connections grew 21% reported (18% organic).

On May 6, 2026, Werewolf Therapeutics sold substantially all assets of its 898 Program (an interferon-alpha therapeutic program) to Jazz Pharmaceuticals Ireland Limited for a non-refundable Closing Purchase Price of $21,000,000 USD. Assets transferred include patents, know-how, the transferred compound, regulatory documentation, and books/records; Jazz assumes specified liabilities. The original 2022 collaboration and license agreement between the parties terminates simultaneously. Additionally, on May 7, 2026, Werewolf terminated its lease for its Watertown, Massachusetts facility (originally expiring May 31, 2030) effective October 31, 2026 (or earlier with 30 days' notice after July 1), paying Jazz landlord $2,700,000 total settlement ($2,465,016 by May 15, 2026, plus $234,984 May rent already paid).

Dragonfly Energy Corp. (subsidiary of Dragonfly Energy Holdings Corp., market cap ~$5.8M) acquired substantially all operating assets of Dakota Lithium for $4.0 million total consideration: $1.0 million cash + 1.5 million shares of common stock at $2.00/share ($3.0 million equity value). Dakota Lithium generated ~$12 million revenue in 2025 but was constrained by working-capital/inventory issues. Transaction closed July 31, 2026. Concurrent lender amendments reduced minimum cash covenant and permitted interest to be paid in-kind (PIK) for ~5 months, preserving ~$1 million liquidity. Shares subject to 12-month lock-up.

Werewolf Therapeutics sold its JZP898 program to Jazz Pharmaceuticals Ireland Limited for $21.0 million and repaid all K2 HealthVentures debt in Q2 2026. Cash position declined from $46.5M (Mar 31) to $22.0M (Jun 30); company projects funding through Q2 2027. The company is conducting a strategic alternatives process with Piper Sandler and expects clinical data updates on WTX-124 and WTX-330 in H2 2026.

Tenax Therapeutics reported Q2 2026 cash and equivalents of $118.0 million (up from $97.6 million at year-end 2025), with $13.4 million raised from warrant exercises in Q2. The company expects topline data from its Phase 3 LEVEL trial for oral levosimendan (TNX-103) in PH-HFpEF in August 2026 and plans presentation at ESC Congress 2026 (Aug 28-31). Q2 R&D expenses doubled to $12.9 million versus $6.1 million prior year due to LEVEL and LEVEL-2 trial costs; net loss widened to $17.8 million versus $10.9 million in Q2 2025.

IES Holdings reported Q3 FY2026 revenue of $1,243M (+40% YoY), operating income of $178.5M (+60%), and net income of $153.0M (+98%). Backlog reached $4.5B (+91% since Sept 2025). The company announced a 2-for-1 stock split effective August 21, 2026. Capital deployment included $19.5M for Abilene TX facility, $143.1M for business combinations (Gulf Island in January 2026), and $44.6M capex; the company repaid all debt post-quarter with operating cash flow.

Moleculin reported interim blinded data from its MIRACLE Phase 2/3 trial (n=62 evaluable subjects): preliminary composite complete remission (CRc) rate of 37% overall and 37% in the 30 patients who had failed prior venetoclax therapy—approximately 3× the published salvage remission rate of ~13% in that population. Enrollment stands at 74 of 90 subjects; final Part A treatment expected September 2026 with comprehensive unblinded results December 2026–February 2027. No cardiotoxicity observed. Data remain blinded and include control-arm subjects, so absolute efficacy vs. prior unblinded June data (50–57% Annamycin arms, 29% control) cannot be directly compared.

Co-Diagnostics, Inc. (market cap ~$10M) entered into a placement agency agreement with Maxim Group LLC on July 30, 2026 to induce exercise of existing May 2026 warrants. In exchange, the company issued new unregistered common stock purchase warrants (exercise price $1.56, 5-year term) equal to 200% of warrant shares exercised. Maxim receives 7.0% cash fee on gross proceeds plus $50,000 expense reimbursement. Company locked into 32-day equity issuance blackout (through August 31, 2026) except for exempt issuances. Specific warrant or share counts not disclosed in filing; dollar amount of inducement/exercise price not quantified.

Newell Brands reported Q2 2026 net sales of $2.0B (+3.0% YoY), marking first sales growth in 4+ years, with core sales up 2.3%. Gross margin expanded to 40.7% (from 35.4% prior year). Company raised full-year 2026 guidance: net sales growth to 1%-2% (from flat-2%), normalized EPS to $0.73-$0.77 (from $0.56-$0.60). Separately, post-quarter-end, Newell entered an $800M asset-based revolving credit facility replacing prior secured facility, extending maturity to 2031.

BrightSpring reported Q2 2026 net revenue of $3,873M (up 23% YoY) and adjusted EBITDA of $206M (up 44% YoY), following completion of Community Living divestiture on March 30, 2026. The company raised full-year 2026 guidance to $15.1-15.4B revenue (17-19.5% growth) and $820-845M adjusted EBITDA (32.8-36.8% growth). Key actions: $300M debt paydown with First Lien Facility refinancing; $60M stock repurchase of 1,026,465 shares; leverage improved to 2.15x from 2.27x. Amedisys/LHC acquisition expected to contribute ~$35M adjusted EBITDA in 2026.

Proto Labs reported Q2 2026 record revenue of $149.3M (+10.6% YoY), with GAAP EPS of $0.37 and non-GAAP EPS of $0.60. Gross margin expanded 210 bps (GAAP) to 46.4%, operating margin rose 390 bps to 7.6% (GAAP). The company raised full-year 2026 revenue guidance from 6-8% to 8-10% and guided Q3 2026 revenue of $145.0M–$153.0M with non-GAAP EPS of $0.56–$0.64. Cash and investments totaled $162.9M; no acquisitions, divestitures, or counterparty transactions disclosed.

Lear reported Q2 2026 revenue of $6.2B (up 3% from $6.0B YoY) and net income of $192.8M (up 17%). Adjusted EPS grew 23% to $4.28. Management raised full-year 2026 guidance midpoints: net sales to $23.54–24.01B, core operating earnings to $1.08–1.20B, and free cash flow to $590–690M. The company repurchased $100M in shares (735,873 shares) during Q2 and maintained $3.0B total liquidity. New business awards include Audi seats in Europe/North America and Leapmotor in South America.

TXNM Energy reported Q2 2026 GAAP EPS of $0.64 vs. $0.22 YoY, driven by rate relief and higher retail load at both utilities. On July 17, 2026, the termination date for the Blackstone Infrastructure acquisition agreement was extended from an unspecified earlier date to May 31, 2027 to obtain remaining regulatory approvals (NMPRC, NRC). Separately, TNMP's $2.8B rate base settlement was approved by the PUCT on July 30, 2026, with interim rates effective May 22 and final rates September 13, 2026; this included a 9.65% ROE and 45% equity ratio.

Cboe Global Markets reported Q2 2026 net revenue of $731.6M (up 25% YoY) with diluted EPS of $3.35 (up 50%) and adjusted diluted EPS of $3.56 (up 45%). The company raised its 2026 organic total net revenue growth target to 'mid to high teens' from 'low double-digit to mid teens' and Data Vantage organic growth target to 'low teens' from 'low double-digit'. Options revenue reached $473.9M (up 30%), N.A. Equities $114.7M (up 17%), Europe/APAC $84.8M (up 20%), with operating margin expanding to 65.1% from 57.7% YoY.

Gates reported Q2 2026 net sales of $941.6M (up 6.6% YoY, 4.9% core), net income attributable to shareholders of $170.9M ($0.67 diluted EPS), and Adjusted EBITDA of $211.4M (22.5% margin). The company raised full-year 2026 guidance: core sales growth to 2.5%–4.5% (vs. prior 1%–4%), Adjusted EBITDA to $800–$830M (vs. prior $775–$835M), and Adjusted EPS to $1.62–$1.70 (vs. prior $1.52–$1.68)—midpoint improvements of +100 bps, +$10M, and +$0.06 respectively.