Most material SEC filings — August 4, 2026

RYTHM reported Q2 2026 continuing operations revenue of $23.0M (up 73% sequentially from $13.3M in Q1), net income of $1.2M, and adjusted EBITDA of $6.4M. Cash position strengthened to $41.9M via $8.7M operating cash flow. Key driver: amended licensing deal with Green Thumb Industries imposing fixed $70M annual fees (effective April 1, 2026). However, management withheld Q3 guidance citing uncertainty from pending federal prohibition of hemp-derived THC products effective November 12, 2026—creating existential regulatory risk to core business model. Company has 2.2M shares outstanding; 11.0M warrants and 3.0M conversion shares also outstanding.

Richard E. Uihlein, Galectin's Chairman and largest shareholder, converted $105.8 million in outstanding debt (principal $91.0M + accrued interest $14.8M) into 34,376,167 shares of common stock on July 31, 2026, at a blended average conversion price of $3.07/share. This eliminates all debt under five line-of-credit facilities (a sixth $10M undrawn facility remains available). Post-conversion, 100,849,644 shares are outstanding.

RE/MAX Holdings (NYSE: RMAX) and The Real Brokerage (NASDAQ: REAX) announced the August 18, 2026 deadline for RE/MAX shareholders to elect the form of merger consideration in Real's pending acquisition. Shareholders can elect cash or stock (0.515 shares of Real REMAX Group Inc. post-consolidation) per RE/MAX share, with the default being 5.15 shares (adjusted to 0.515). The transaction creates Real REMAX Group Inc. and remains subject to shareholder and regulatory approvals.

Global Business Travel Group reported Q2 2026 revenue of $870M (vs. $631M YoY, +38%); Adjusted EBITDA $178M (vs. $133M, +34%); net income $17M (vs. $15M, +14%). LTM Total New Wins Value accelerated to $3.5B with major wins from Google, Koch, and Pfizer; 95% customer retention maintained. Shareholder approval for Long Lake Management acquisition obtained August 3, 2026; merger expected to close H2 2026 subject to regulatory approvals. Free Cash Flow surged 281% to $103M YoY.

IDEAYA's registrational OptimUM-02 trial of darovasertib + crizotinib met its primary endpoint in 313 HLA*A2:01-negative metastatic uveal melanoma patients, showing median PFS of 6.9 months vs. 3.1 months (HR 0.42, p=0.0001). In June 2026, IDEAYA raised $323.4M net from equity offering (7.2M shares + 5.6M pre-funded warrants) and $33.1M from at-the-market offering, bringing cash to $1.24B with runway into 2030 unchanged. NDA filing underway under real-time oncology review with H2 2026 target completion.

Lipocine's Phase 3 trial for LPCN 1154 (oral brexanolone) for postpartum depression failed to meet its primary endpoint of statistically significant HAM-D score reduction vs. placebo at hour 60 in the 90-patient trial (April 2, 2026). Post hoc analysis identified data anomalies at one high-enrolling site; excluding that site, the drug showed positive results. The company plans an FDA guidance meeting (Q3 2026) and will initiate a new Phase 3 trial. Cash increased to $23.3M (June 30, 2026) from $14.9M (Dec 31, 2025); Q2 2026 net loss was $2.6M vs. $2.2M in Q2 2025; royalty revenue rose to $190K from $123K year-over-year.

On July 31, 2026, Resideo Technologies entered into a Separation and Distribution Agreement with ADI Global Distribution Inc. (ADI SpinCo) to separate into two publicly traded companies. ADI SpinCo will receive 75,918,198 shares of common stock, 150,000 shares of preferred stock, and $900 million in cash from Resideo. Resideo will distribute 100% of ADI SpinCo common stock to shareholders on a 1-for-2 ratio. The transaction is structured to be tax-free under IRC Section 355 and Section 368(a)(1)(D).

Hut 8 closed $7.5 billion in non-recourse, investment-grade project financing across River Bend ($3.25B senior secured notes) and Beacon Point Phase 1 ($4.25B senior secured notes, Baa2-rated) in Q2 2026. The company signed a second 352 MW lease at Beacon Point with same investment-grade tenant for ~$9.8B base-term value (~$655M avg annual NOI), bringing total portfolio to 949 MW contracted capacity with ~$26.6B aggregate contract value and >$1.75B expected avg annual NOI. Additionally refinanced $200M Bitcoin-backed facility from 9.0% to 7.0% with FalconX, releasing ~3,300 BTC collateral.

DigitalOcean reported Q2 2026 revenue of $281 million, up 29% YoY, with ARR reaching $1,125 million (+29% YoY). AI Customer ARR surged 212% YoY to $234 million. The company raised 2026 full-year revenue guidance to $1.170–$1.180 billion (30–31% growth) and expects 35%+ growth by Q4 2026. RPO increased dramatically to $894 million from $71 million a year ago, representing major customer commitments; the company signed first nine-figure annual contracts and extended weighted average contract life to 3+ years. Balance sheet strengthened with $767 million cash; the company repurchased ~$472 million of convertible notes via follow-on offering.

Arvinas secured FDA approval of VEPPANU (vepdegestrant), the first-ever PROTAC protein degrader approved by the FDA, for ER+/HER2−/ESR1-mutated advanced/metastatic breast cancer. The company entered a license agreement with Rigel Pharmaceuticals granting exclusive global development, manufacturing, and commercialization rights. Arvinas recognized $62.5M upfront revenue from the Rigel License Agreement, $50M from an FDA approval milestone payment, and retained $112.6M from deferred Pfizer revenue recognition, for total Q2 2026 revenue of $249.7M vs. $22.4M in Q2 2025. Cash position stood at $567.9M (down from $685.4M at YE 2025, net of $114.3M operating burn YTD), sufficient to fund operations into H2 2028.

Larimar Therapeutics (market cap ~$95M) reported Q2 2026 results with $156.3M cash runway into Q3 2027. The company submitted the first module of a rolling BLA seeking accelerated approval for nomlabofusp (lead candidate for Friedreich's ataxia) in June 2026, with remaining modules expected in H2 2026. Open-label study data (43 participants dosed, 22 active, max 800 days) showed sustained skin frataxin levels comparable to asymptomatic carriers and continued clinical improvements (2.6-point mFARS benefit at 1 year vs. natural history controls). Global Phase 3 dosing targeted for Q3 2026. FDA confirmed willingness to consider frataxin as novel surrogate endpoint.

Katapult reported Q2 2026 gross originations of $75.5M (+4.7% YoY), total revenue of $74.8M (+4.0% YoY), and adjusted EBITDA of $1.2M (vs. $0.3M in Q2 2025). The company is pending an all-stock merger with Aaron's Intermediate Holdco and CCF Holdings LLC, expected to close August 2026, subject to stockholder approval. Katapult ended Q2 with $24.1M cash (including $6.0M restricted) and $74.1M revolving debt outstanding.

AdaptHealth agreed to sell its Diabetes Health business to an undisclosed buyer for $235 million in cash (23.5% of current market cap), effective immediately as discontinued operations. Simultaneously, the company slashed full-year 2026 Adjusted EBITDA guidance from $680–730 million to $490–520 million (a $190–210 million reduction, or 28–30%), citing $100M from the divestiture, $55M from West Coast capitated contract strain, $30M from manufacturer price increases, and $15M from other portfolio actions. Q2 organic revenue grew 15.9% to $740.3M, but a $144.2M goodwill impairment drove net loss of $145.3M. Free cash flow YTD turned negative at -$48.4M vs. +$73.3M prior year.

Camp4 Therapeutics completed the second closing of its private placement on August 4, 2026, raising $50.1M gross proceeds through issuance of 10.76M common shares at $1.53/share, 39,306 director/employee shares at $1.65, and 21.93M pre-funded warrants at $1.5299 each. The amendment to the original September 9, 2025 securities purchase agreement eliminates future closing tranches, making this the final closing. Investors include Coastlands Capital, Janus Henderson, Balyasny Asset Management, Vivo Capital, 5AM Ventures, Adage Capital, Trails Edge Capital Partners, and CURE SYNGAP1; net proceeds fund advancement of lead program CMP-002 for SYNGAP1-related disorder.

Theriva Biologics amended its 2020 Stock Incentive Plan on August 3, 2026, increasing the maximum shares available for grant by 2,000,000 shares, from 4,500,000 to 6,500,000 shares of common stock. The amendment is subject to stockholder approval. No specific grants, recipient names, vesting schedules, or exercise prices are disclosed in this document.

Sunoco LP reported Q2 2026 net income of $283M (vs. $86M prior year) and Adjusted EBITDA of $996M excluding transaction costs (vs. $464M), driven primarily by the Parkland Acquisition completed earlier in 2026. The company raised full-year 2026 Adjusted EBITDA guidance by $400M to $3.5–$3.7B. Distribution per unit increased 1.25% to $1.0023 per quarter ($4.0092 annualized), the seventh consecutive quarterly increase, with the distribution paid August 19, 2026 to unitholders of record August 7, 2026.

Faeth Therapeutics (formerly Sensei Biotherapeutics) completed a merger in February 2026 with concurrent $200M PIPE financing, raising cash from $21.2M (Dec 2025) to $186.4M (June 2026). The company dosed first patient in Phase 1b/2 PIK-101 breast cancer trial (April 2026) alongside ongoing Phase 2 PIK-201 endometrial cancer trial with topline data expected year-end 2026. Q2 2026 net loss was $16.0M ($2.84/share on 5.6M shares) versus $4.9M in Q2 2025; R&D expenses increased to $9.2M from $2.5M driven by PIKTOR clinical and manufacturing costs.

Better Home & Finance replaced founder/CEO Vishal Garg with board member Daniel Lewis as Interim CEO effective immediately. Q2 2026 preliminary results: Funded Loan Volume $1.67B (+38% YoY), Revenue $54.7M (+28% YoY), Net Loss $30.6M, Adjusted EBITDA -$14.0M. Company raised cost reduction target from $25M to $45M annualized by year-end and is pursuing sale of UK subsidiary Birmingham Bank.

ADM reported Q2 2026 adjusted EPS of $1.84 (vs. $0.93 prior year) on adjusted net earnings of $895M. The company raised full-year 2026 adjusted EPS guidance to $5.15–$5.60 from prior $4.15–$4.70, citing strong execution in crushing (operating profit +$330M QoQ due to biofuels margins from March 2026 RVO finalization), ethanol strength from policy incentives and elevated energy prices, and Nutrition gains (+51% YoY in Flavors). YTD 2026 adjusted EPS: $2.56 vs. $1.63 prior year; total segment operating profit: $2,214M (+40% YoY). Capital expenditure guidance: $1.3–$1.5B annually.

Hamilton Lane reported Q1 FY27 net income of $80.5M (up 50% YoY) on total revenues of $275.3M (up 56% YoY). Incentive fees surged 170% to $114.0M, while management fees grew 21% to $161.4M. AUM reached $146.3B (up 4% YoY) with fee-earning AUM at $84B (up 12% YoY). The company declared a quarterly dividend of $0.60/share with full-year target of $2.40 (11% increase YoY), payable Oct 6, 2026 to holders of record Sept 21, 2026.

IREN Limited completed acquisition of Mirantis Inc., a cloud software provider, via issuance of approximately 12.6 million ordinary shares plus ~$40 million in cash, RSUs and other consideration. The deal adds software capabilities (k0rdent AI platform, monitoring, orchestration) to IREN's vertically integrated AI cloud infrastructure. Mirantis brings 1,500+ enterprise customers and NVIDIA AI Cloud partnership, supporting IREN's strategy to serve hyperscalers, enterprises and AI developers.

Xometry posted Q2 2026 revenue of $229M (41% YoY growth) with marketplace revenue accelerating to 45% YoY growth to $215M. The company raised full-year 2026 revenue guidance from 27-28% to 33-34% growth and lifted Adjusted EBITDA guidance to $60-62M (from $18.5M in FY2025). Key drivers: 298M equity offering in June (net $248M proceeds) plus $50M from Siemens private placement brought cash to $517M; active buyers grew 20% to 89,557; high-LTV accounts (+$50k annual spend) increased 23% to 2,039; AI product enhancements launched. Company swung to Q2 Adjusted EBITDA of $14.1M ($10.2M improvement YoY) but reported GAAP net loss of $5.3M.

Palvella submitted the first module of a rolling NDA to the FDA in June 2026 for QTORIN rapamycin to treat microcystic lymphatic malformations (mLMs), with full NDA completion on track for 2H 2026. The company holds $250.6M in cash and short-term investments (as of June 30, 2026) and plans a standalone U.S. commercial launch in 1H 2027 if approved. Q2 2026 net loss was $21.9M ($1.52/share) on R&D expenses of $12.5M and G&A of $8.9M; the company is preparing for commercial launch with newly recruited leadership.

Barnwell Hawaiian Properties, Inc. and Kaupulehu Developments agreed to sell partnership interests in KKM Makai, LLLP (34.45% partner interest) and KD Kona 2013 LLLP (75% general partner interest), plus project rights, to David Johnston for $1,770,000 ($770,000 for partner interests; $1,000,000 for project rights). Closing expected by September 15, 2026. Barnwell expects ~$1.5M net proceeds plus ~$0.1M pre-closing distribution.

Ingredion's shareholders accepted an all-cash offer to acquire Tate & Lyle at 595 pence per share (amount not specified in filing). Q2 2026 reported EPS fell to $1.78 from $2.99 YoY; adjusted EPS declined 1.7% to $2.82 from $2.87. The company completed sale of its majority stake in Pakistan business (generating $44M pre-tax gain, ~0.6% of revenue). Reported operating income declined 31% to $188M; adjusted operating income fell 5% to $258M. Full-year 2026 guidance reaffirmed at reported EPS $9.15–$9.75 and adjusted EPS $10.30–$10.90, reflecting Pakistan divestiture impact.

Waters Corp (market cap $21B) reported Q2 2026 revenue of $1.645B (organic $828M, up 9% constant currency; acquired BDS business $817M). Adjusted EPS of $3.05 exceeded guidance; GAAP EPS was ($1.39) due to $232M intangible amortization and $155M inventory step-up from the February 9, 2026 acquisition of Becton Dickinson's Biosciences and Diagnostic Solutions businesses. Company raised FY2026 full-year guidance: organic constant currency revenue growth to 7–9%, acquired business revenue to $3.045B, total revenue to $6.415–$6.476B, and adjusted EPS to $14.45–$14.65 (10–12% growth).

Kimco Realty reported Q2 2026 net income of $0.22/share (vs. $0.23 prior year) and FFO of $0.46/share (+4.5% YoY). Portfolio occupancy reached 96.4% (all-time high); pro-rata cash rent spreads on new leases were 40.4%. The company raised its quarterly common dividend 12% to $0.28/share and raised full-year 2026 guidance: net income to $1.00–$1.03/share (from $0.83–$0.87) and FFO to $1.83–$1.84/share (slightly above prior $1.81–$1.84). Capital activities included selling The Milton (253-unit multifamily) for $142.3M, issuing $600M of 3.50% exchangeable notes due 2031, and deploying $109M in acquisitions at 5.7% cap rate while disposing $261M at 5.1% cap rate.

USA Compression reported Q2 2026 total revenues of $342.1M (vs. $250.1M in Q2 2025, +36.8%), net income of $45.7M (vs. $28.6M, +59.8%), and Adjusted EBITDA of $193.2M (vs. $149.5M, +29.3%). Revenue-generating horsepower grew to 4.45M average units (vs. 3.55M), reflecting the J-W Power acquisition integration. Distributable Cash Flow was $125.3M with a 1.65x coverage ratio. The partnership maintained its $0.525/unit quarterly distribution and confirmed FY2026 guidance: Adjusted EBITDA $770–800M, Distributable Cash Flow $480–510M.

Enpro reported Q2 2026 sales of $338.8M (up 17.6% YoY), adjusted EBITDA of $86.9M (up 22.2%), and adjusted diluted EPS of $2.50 (up 23.2% from $2.03). The company raised full-year 2026 guidance: revenue growth 14–16% (prior 10–14%), adjusted EBITDA $330–340M (prior $315–330M), and adjusted diluted EPS $9.30–9.80 (prior $8.85–9.50). Key drivers include 21.8% AST (Advanced Surface Technologies) sales growth from semiconductor demand and 15.3% Sealing Technologies growth.

Q2 2026 revenue grew 60.7% to $72.5M (YoY) and 22.6% sequentially to $24.3M in Clinical segment; net loss from continuing operations was $(10.5)M (−14.5% of revenue) vs. $(3.4)M prior year, primarily due to $5.0M accelerated trademark amortization and non-cash fair value adjustments of $(5.5)M. Company completed three Clinical acquisitions in Q2 2026 (Ohio Valley Perfusion, Louisville Perfusion Services, Heart and Lung Transplant-NRP) totaling approximately $34.8M in cash, projected to add >$6M annualized Adjusted EBITDA; 2026 guidance raised to $285–295M revenue (from $260–275M) and $33–35M Adjusted EBITDA (from $29–33M).

Westlake reported Q2 2026 net sales of $3,271M with net income of $260M ($2.01 diluted EPS), compared to a $142M loss in Q2 2025. EBITDA reached $679M (up 100% YoY). The company reduced debt by $500M (redeeming 3.60% 2026 Senior Notes), returned $99M to shareholders via $137M dividends and $30M buybacks, and generated $111M free cash flow after $207M capex. The three-pillar profitability plan delivered ~$150M EBITDA benefit toward the $600M FY2026 target. HIP segment EBITDA was $276M (22% margin); PEM segment EBITDA was $416M (21% margin, excluding identified items). Cash on hand: $1,9B.

The Hillman Group (HLMN), a $1.4B public company, entered into definitive agreement on July 31, 2026 to acquire Kanebridge Corporation, a master distributor of industrial fasteners, for a base purchase price of $315 million plus working capital adjustments. Kanebridge distributes 44,000+ SKUs of fasteners to 1,700+ distributors across North America via two distribution centers (California and Illinois). Closing expected Q4 2026; transaction expected to add ~$15M net sales and ~$5M adjusted EBITDA to 2026 full-year results and increase net leverage by approximately one turn.

ImmunityBio reported Q2 2026 net product revenue of $50.7 million (up 92% YoY, 15% sequentially), with first-half 2026 revenue of $94.8 million (up 121% vs. H1 2025). The company achieved its eighth consecutive quarter of sequential revenue growth since ANKTIVA's commercial launch, driven by continued U.S. urologist adoption. Key milestones: FDA accepted sBLA for ANKTIVA plus BCG with PDUFA target date January 6, 2027; Emirates Drug Establishment granted broadest marketing authorization for ANKTIVA; signed exclusive supply agreement with Japan BCG Laboratory for intravesical Tokyo-172 BCG; maintained $357.4 million in cash and marketable securities as of June 30, 2026.

Cipher Digital announced: (1) Black Pearl data center commenced rent in August 2026, two months ahead of schedule, after amending the lease with its hyperscale tenant; (2) acquired an option for 900 MW capacity at Apollo site near San Antonio, Texas (288 acres); (3) completed bond offering generating $810M to fully fund Stingray development and reimburse $56.7M of prior project expenditures. Q2 2026 revenue was $25M; Adjusted EBITDA was negative $30M. Company holds ~$4.6B cash (including $3.7B restricted project-level cash) and $6.0B total debt.

Q2 2026: net income $283M, Adjusted EBITDA $996M (ex-transaction costs), Distributable Cash Flow $608M. Company increased full-year 2026 Adjusted EBITDA guidance by $400M to $3.5–$3.7B. Distribution raised 1.25% to $1.0023/unit (seventh consecutive quarterly increase); leverage 3.7x net debt/EBITDA; long-term debt $13.3B. Growth driven by Parkland and TanQuid acquisitions across fuel distribution, terminals, and refinery segments.

Zebra Technologies reported Q2 2026 net sales of $1,557M (20.4% YoY growth), net income of $233M ($4.85 diluted EPS), and adjusted EBITDA of $431M (27.7% margin). The company recorded $73M in IEEPA tariff recoveries and repurchased $268M in shares. Management raised full-year 2026 guidance to 14-16% sales growth and Non-GAAP EPS of $20.75-$21.25, with free cash flow expected to exceed $1B.

Exagen reported Q2 2026 revenue of $19.9M (16% YoY growth), reduced net loss by 28% to $3.2M vs. $4.4M prior year, and narrowed adjusted EBITDA loss to $0.1M from $1.7M. The company raised full-year 2026 revenue guidance to $72–$75M from prior $70–$73M, citing record test volumes, 4% ASP growth to $446/test, and continued path toward sustainable profitability with $24.6M cash on hand.

Centuri reported Q2 2026 revenue of $962.0M (33% YoY growth) with Base Gross Profit of $75.7M (21% YoY increase). The company completed the $62M acquisition of JJ White Inc. on July 20, 2026, adding ~1,000 employees, $315M backlog, and expected >$20M annual gross profit contribution. Full-year 2026 guidance raised: Base Revenue $3.5–$3.7B, Base Gross Profit $270–$290M, Adjusted EBITDA $285–$310M. Net Debt/Adjusted EBITDA improved to 2.6x from 3.7x YoY. A $9M Chicago reversal and $6M fuel headwind partially offset strong operational performance.

CEO Paul Mann announced that PET Labs achieved >50% organic revenue growth (1H 2026: revenues tracking to $14M for FY2026 vs $6M in 2025); Renergen Virginia Gas Project targeting helium production commencement by September 30, 2026, with Phase 1 annualized revenues forecast at ~$27M (helium and LNG combined); Silicon-28 and Ytterbium-176 enrichment expected to ship initial product in 2H 2026. Separately, a $50M private placement was secured for Noble Africa (Renergen's intermediate holding company reverse merger vehicle with ENDRA Life Sciences), with ASP committing $20M as lead investor and maintaining ~89% ownership post-close; closing expected 2H 2026. Additionally, QLE (nuclear fuels subsidiary) exchanged ~50% of third-party convertible notes for ASPI common stock, reducing third-party note principal to $79.1M while ASPI holds $140.7M principal.

Turning Point Brands reported Q2 2026 net sales of $142.9M (up 22.6% YoY), with Modern Oral (FRE and ALP brands) net sales jumping to $68.4M from $30.5M YoY (128% growth), now representing 48% of total sales vs. 26% prior year. Company raised FY 2026 Modern Oral net sales guidance to $260–$270M from $210–$225M and Adjusted EBITDA to $70–$90M. However, net income fell 75.2% to $3.6M and Adjusted EBITDA fell 50% to $15.2M in Q2 due to heavy strategic SG&A investments ($76.9M, up 91%) and gross margin compression in Modern Oral. The company raised $59.6M in equity in the quarter.