Most material SEC filings — August 5, 2026

On July 20, 2026, Utz Brands entered into a definitive agreement with Intersnack Group GmbH & Co. KG to acquire all outstanding Class A shares at $14.25 per share in cash. Upon closing (expected Q4 2026), the Rice and Lissette Family Entities and Intersnack Group will each own 50% of Utz. Q2 2026 results showed net sales of $371.8M (up 1.4% YoY), Adjusted EBITDA of $55.7M (up 14.4%), and a reported net loss of $16.0M (down from $10.1M profit YoY, impacted by warrant remeasurement gains in prior year).

Gran Tierra agreed to sell all Colombia and Ecuador oil operations (29,000 boe/d, 144 MMbbl 2P reserves) to Maurel Prom (majority-owned by Indonesia's Pertamina) for $1.33B total consideration. After assuming ~$1B in liabilities, Gran Tierra receives ~$315M net cash proceeds (~$250M at closing, $65M deferred note). Post-transaction, company becomes debt-free, retains ~12,500 boe/d in Canada/Azerbaijan, and plans shareholder return via share repurchase. Deal closes ~Dec 31, 2026, pending stockholder/creditor/regulatory approvals.

Compass reported two positive Phase 3 trials for COMP360 (synthetic psilocybin) in treatment-resistant depression showing rapid onset and durable benefit through 6+ months. NDA rolling submission underway with final submission expected Q4 2026; commercial launch targeted H1 2027 pending FDA approval and DEA rescheduling. Cash position of $433.3M as of June 30, 2026 funds operations into 2028; net loss of $162.6M for H1 2026 (vs. $56.3M prior year) driven primarily by $74.7M warrant fair-value adjustments.

Hennessy Capital Investment Corp. VII (NASDAQ: HVII, ~$200M market cap) announced that the SEC declared effective its Form S-4 registration statement for the proposed business combination with ONE Nuclear Energy LLC. The extraordinary shareholder meeting is scheduled for August 24, 2026 (record date July 31, 2026) to approve the merger. Upon closing, the combined company will trade on Nasdaq under ticker symbol ONEN. The filing contains no disclosed deal valuation, transaction consideration, share counts, or financial metrics.

TeraWulf executed a 20-year lease with Anthropic for ~401 MW at Justified Data Campus generating ~$19B contracted revenue (up to ~$33B with extensions); acquired Muskie Data Campus in Kentucky with 1 GW contracted electric service; agreed to sell 50.1% Abernathy Joint Venture interest for ~$530M. Q2 2026: 102 MW operational at Lake Mariner with 336 MW under construction; Q2 revenue $44.8M (71% HPC lease); cash position $3.0B.

Eos Energy obtained three DOE consent documents (April, June, June 2026) and one amendment (August 2026) permitting: (1) relocation of production Line 2 from Turtle Creek to Thorn Hill Project Site; (2) $150M rights offering to common stockholders and warrant holders, plus $100M direct offering to fund ~49% equity stake in Frontier Power USA Parent, LLC (joint venture with Cerberus); (3) issuance of warrants to purchasers and Cerberus; (4) Frontier supply agreements on arm's-length terms. Proceeds ring-fenced for Frontier investment only; first lien created on Frontier equity; Frontier obligations non-recourse to Eos. Offerings must close by September 15, 2026.

Q32 Bio completed a $200M public offering in July 2026 (raising gross proceeds before underwriting costs), bringing cash to $106.3M as of June 30, 2026. The company reported positive 36-week topline results from SIGNAL-AA Part B: bempikibart achieved 35.3% mean SALT score reduction and 40% SALT-20 response rate in 33 patients with severe/very severe alopecia areata, with no new safety signals. Registration-directed Phase 3 program expected to initiate H1 2027; half-life extended candidate ADX-914-XL entered preclinical development.

Galaxy Digital reported Q2 2026 net loss of $85M (diluted EPS $(0.09)) driven by digital asset price depreciation. Post-quarter, the company completed a $3.5 billion senior secured notes offering (due 2031) via subsidiary Galaxy Helios Data Centers II LLC to fund Helios Phase II construction. Galaxy delivered 200 MW gross power (133 MW critical IT load) to CoreWeave on schedule in Q2, with full Phase I lease expected to generate ~$80M quarterly revenue and >90% adjusted EBITDA margin from Q3 2026. The company expanded its data center footprint post-quarter by acquiring three Texas sites (Merlin, Caspian, Selene) with combined potential capacity of ~1.6 GW, bringing total power pipeline to 5.7 GW. Galaxy also signed multi-year agreement with BNY (custodian of >$60T AUM) for digital asset infrastructure and staking support.

Bioventus reported Q2 2026 revenue of $153.2M (+4% YoY) with GAAP EPS of $0.47 vs. $0.11 prior year, benefiting from a $24.6M deferred tax valuation allowance reversal. The company reaffirmed full-year 2026 guidance ($600-610M revenue, $0.75-0.79 adjusted EPS, $84-89M operating cash flow). Most significantly, the Board established an independent committee to review strategic alternatives following an unsolicited acquisition proposal and multiple expressions of interest; Evercore and Latham & Watkins are advising. No timetable set; company may pursue sale, merger, or remain independent.

Stardust Power Inc. entered into a non-binding Letter of Intent with Charge CCCV LLC (C4V) for battery-grade lithium carbonate supply from its Muskogee, Oklahoma refinery. C4V's phased demand forecast projects 3,000 MT in 2028, 10,000 MT in 2029, and 20,000 MT by 2030. The agreement is preliminary; final volumes, pricing, and delivery terms remain subject to negotiation and execution of a definitive agreement.

Icahn Enterprises reported Q2 2026 net loss attributable to IEP of $355 million versus $165 million loss in Q2 2025. Adjusted EBITDA loss was $134 million versus $40 million profit in Q2 2025. Indicative net asset value declined $765 million from March 31, 2026 ($3.367B) to June 30, 2026 ($2.602B), driven by $435 million decrease in CVR Energy value and $243 million loss in Investment Funds hedges. The company declared $0.50 per unit quarterly distribution. Management attributes losses to geopolitical events impacting refining spreads versus hedges, though notes July refinery rebound.

UroGen reported Q2 2026 ZUSDURI revenue of $50.4M (up 73% QoQ), with 1,444 activated care sites and 452 prescribers (45% repeat rate). The FDA issued a Notice of Allowance for a new patent extending ZUSDURI/UGN-103 protection to July 2044. Pipeline advances: UGN-103 NDA submission on track for Q3 2026; UGN-501 Phase 1 trial planned Q4 2026. Operating expenses raised to $260–270M for 2026. JELMYTO revenue guidance remains $97–101M; Teva settlement allows generic launch September 15, 2030.

Materion reported Q2 2026 net sales of $613.9M (42% YoY growth) and net income of $38.8M ($1.84/share diluted), with record adjusted EBITDA of $71.8M (23.3% margin). The company raised full-year 2026 adjusted EPS guidance to $6.80–$7.20 (30% increase vs. 2025 midpoint) and reported record backlog up ~30% YoY. Awarded ~$15M in new business for advanced materials for a large commercial space customer. Value-added sales grew 15% to $308.2M.

Elanco reported Q2 2026 revenue of $1,368M (+10% reported, +8% organic constant currency) driven by blockbuster drug Zenrelia and Credelio Quattro. Adjusted EBITDA was $288M with 21.2% margin. The company raised full-year 2026 revenue guidance to $5.09–$5.14B (from $5.01–$5.09B), raised adjusted EBITDA to $1.01–$1.035B (from $975–$1.005M), and raised adjusted EPS to $1.10–$1.16 (from $1.03–$1.09). Net leverage improved to 3.1x (vs. 3.6x at year-end 2025), with year-end target of ~3.0x.

Chief Executive Officer Huang Jack Jiajia (COE) bought 474K shares (~$8.1M) on the open market (1.4% of holdings). Open-market insider purchase — historically a bullish signal.

United Therapeutics reported Q2 2026 revenues of $783.3M (down 2% from $798.6M in Q2 2025), with net income of $333.0M (up 8% from $309.5M). The company submitted NDAs for ralinepag tablets in PAH and Nebulized Tyvaso in IPF, with expected approvals by end-2027. Major revenue drivers: Tyvaso DPI grew 4% to $326.6M; Nebulized Tyvaso declined 18% to $126.0M; Remodulin fell 6% to $126.3M. The company repurchased 2.76M shares ($1.5B) via ASR agreements and maintains $3.8B in cash/investments.

Eton Pharmaceuticals licensed U.S. rights to ASN-001 (timolol topical gel) from Auson Pharmaceuticals for treatment of moderate infantile hemangiomas. Phase II/III data showed 56% (BID) and 42% (TID) elimination/near-elimination rates vs. 15% placebo at week 24. NDA submission anticipated 2H 2027 with potential launch in 2028; estimated market of 20,000–30,000 patients annually; product designed to complement existing HEMANGEOL franchise and leverage Eton's pediatric dermatology infrastructure.

SharkNinja reported Q2 2026 net sales of $1,765.5M (+22.2% YoY), with international sales up 36.6%. The company raised FY2026 net sales guidance to 16.0%–17.0% growth (from 11.5%–12.5%) and Adjusted Net Income per diluted share to $6.45–$6.55 (+22.2%–24.1%, from prior $6.00–$6.10). A tariff refund of ~$247.1M was accepted by U.S. Customs (Q3 2026), adding ~$0.15 to EPS and ~$30M to Adjusted EBITDA guidance ($1,357M–$1,369M, +19.5%–20.5% from prior 13.5%–14.5%). Adjusted EBITDA grew 18.6% to $264.9M; GAAP net income declined 7.0% to $129.8M due to tariffs, FX, and elevated retailer activation costs offsetting operational gains.

Q1'27 (ended June 30, 2026): revenue $25.7M vs. $19.6M YoY (+32%); gross margin 34.6% vs. 30.1% (+450 bps); net income $2.0M vs. loss $1.2M; adjusted EBITDA $2.5M (7th consecutive positive quarter). LED lighting surged 37% to $17.7M; EV charging $4M (+48%); maintenance $4.1M (+2%). Company reaffirmed FY'27 guidance: $95–97M revenue with positive adjusted EBITDA. Cash $5.2M, working capital $13.7M; credit facility extended to June 2030. Entered hyper-scale data center market with multimillion-dollar contract.

LCI Industries (market cap ~$1.6B) reported Q2 2026 net sales of $969M (down 13% YoY; adjusted down 4% excluding $89M tariff refund pass-throughs) with net income of $67M (up 16%) and diluted EPS of $2.75 (up 20%). Operating margin expanded 200 basis points to 9.9%. Concretely: RV OEM sales fell 33% to $336M due to lower North American shipments and tariff refunds; Aftermarket segment grew 10% to $294M. The company entered into a definitive all-stock merger agreement with Patrick Industries to form a broader component solutions provider; deal expected to close H1 2027 pending stockholder and regulatory approval. Company reduced 2026 RV wholesale guidance to 280K–300K units (from 315K–330K) and full-year revenue to $3.9B–$4.1B (from prior guidance), though reaffirming 7.5%–8.0% operating margin guidance. Cash position strong at $217M; repaid $92M of convertible notes at maturity and paid $56M in dividends in H1 2026.

NewAmsterdam announced a positive Committee for Medicinal Products for Human Use (CHMP) opinion in July 2026 recommending marketing authorization for obicetrapib 10 mg monotherapy and obicetrapib 10 mg plus ezetimibe 10 mg fixed-dose combination for primary hypercholesterolemia and mixed dyslipidemia in Europe, with final European Commission decision expected later in 2026. The company plans a PREVAIL cardiovascular outcomes trial interim analysis in Q4 2026 with results expected in Q1 2027 (trial enrolled 9,500+ patients in April 2024). Cash position stood at $678.3 million as of June 30, 2026 (down from $728.9 million Dec 31, 2025); Q2 2026 net loss was $64.1 million on R&D expenses of $41.7 million and SG&A of $26.9 million.

Kymera Therapeutics completed enrollment in KT-621 BROADEN2 Phase 2b atopic dermatitis trial six months ahead of schedule, accelerating year-end 2026 data readout (previously mid-2027) and enabling Phase 3 initiation by mid-2027. The company recognized $65M collaboration revenue in Q2 2026 ($45M Gilead option exercise for KT-200, $20M Sanofi milestone for KT-485 Phase 1 initiation); net loss was $61.2M vs. $76.6M year-ago. Cash position stands at $1.5B as of June 30, 2026, providing runway into 2029.

Gibraltar Industries acquired OmniMax (a building products company) for approximately $1.34 billion net of cash acquired in H1 2026, financed with $1.32 billion in new long-term debt. Q2 2026 continuing operations net sales reached $509.5M (+64.6% YoY), driven primarily by OmniMax; organic growth was 5%. Adjusted EPS was $1.11 (vs. $1.13 in Q2 2025). The company raised OmniMax synergy commitments to $29.4M (from prior level) with $17.0M expected in full-year 2026. Management reiterated full-year 2026 guidance: $1.76–$1.83B net sales, $310–$326M adjusted EBITDA. Residential segment now represents 83% of revenue; net debt stands at $1.2B.

Clear Secure reported Q2 2026 revenue of $277.8M (up 26.6% YoY) and net income of $72.3M (26.0% margin). Total bookings reached $295.9M (+32.8% YoY). Total CLEAR members grew to 43.5M (+30.0% YoY) with Active CLEAR+ members at 8.3M (+15.2% YoY). The company raised full-year 2026 free cash flow guidance from at least $465M to at least $480M. EPS basic was $0.50; Adjusted EBITDA margin expanded 900 bps YoY to 36.4%, exceeding the 35% long-term target. The board declared a $0.15/share quarterly dividend (payable Sept 24, 2026) and the company returned ~$22.2M to shareholders in Q2.

LivaNova reported Q2 2026 revenue of $390.6M (up 10.8% reported, 9.8% constant-currency) and raised full-year revenue guidance to 8–9% constant-currency growth (from 7–8%) and adjusted diluted EPS to $4.30–$4.40 (from $4.20–$4.30). The company signed a long-term supply agreement with Thermo Fisher Scientific for critical oxygenator components to expand manufacturing capacity. Cash flow guidance was lowered to $140–160M (from $160–180M) due to strategic capacity investments. A €81.8M ($95.4M) discrete tax benefit from Italian tax authority ruling on SNIA environmental liability deductibility was also recognized.

Freshpet reported Q2 2026 net sales of $305.6M (+15.5% YoY), with adjusted gross margin of 48.6% (+170 bps) and adjusted EBITDA of $52.2M (+$7.8M). The company raised FY2026 net sales growth guidance to 10–12% (from 8–11%) and adjusted EBITDA to $210–$220M (from $205–$215M). Key drivers: volume gains of 15.7%, lower input costs, improved plant leverage, offset by higher logistics and quality costs. Long-term adjusted gross margin target raised to >49% (from >48%). Cash position strengthened to $350.8M after $100M equity investment sale and $54.4M share repurchases; YTD free cash flow of $27.4M.

Iron Mountain reported Q2 2026 revenue of $2.029 billion (+18.5% YoY), net income of $106 million vs. loss of $43M in Q2 2025, Adjusted EBITDA of $727 million (+15.7%), and AFFO of $433 million (+17%). Growth businesses (data center, digital, ALM) grew 50%+ YoY; data center leased 110 MW YTD including 75 MW in July. Company raised full-year 2026 guidance: revenue to $7.94–8.01B (~16% growth), Adj. EBITDA to $2.945–2.975B (~15%), AFFO to $1.76–1.78B (~15%). Board declared Q3 dividend of $0.864/share. Leverage improved to 4.8x.

Eos Energy raised Q2 2026 revenue to $68.8M (351% YoY) and expanded backlog to $807M (up 25% sequentially, 3.4 GWh capacity). Post-quarter, it booked $100M purchase order from FPUSA for Blanquilla Phase I; secured $263M gross proceeds for FPUSA joint venture (exceeding $250M target); awarded Golden Dome for America defense contract; and launched Line 2 production at Thorn Hill with 10% faster cycle times. However, the company tightened full-year 2026 revenue guidance from $300-400M to $300-350M due to manufacturing consolidation timing into Thorn Hill facility. Q2 gross loss was $48.8M (negative 71% margin, improving 132 bps YoY), and net loss attributable to shareholders was $275.7M primarily from mark-to-market fair value adjustments on liabilities.

Dan Taylor, currently CEO of Flutter International ($9B revenue, $2.2B Adjusted EBITDA in 2025) and Flutter President since May 2026, will succeed Peter Jackson as Group CEO on October 1, 2026. Jackson, who led Flutter's transformation over nearly nine years, will remain as advisor through year-end. Taylor has led international division through strategic acquisitions and organic growth, and recently shaped FanDuel's sportsbook improvement plan.

CMC (market cap ~$5.5B) held its 2026 Investor Day on August 5, 2026, announcing FY29 mid-cycle financial targets: Core EBITDA of $1,650M–$1,800M, Core EBITDA margin 15%–16%, ROIC 13%–14.5%, and Free Cash Flow $1,375M–$1,525M. Separately, the Board authorized an incremental $600M share repurchase program, bringing total available capacity to ~$717M (with $733M repurchased since October 2021). The company also disclosed recent acquisitions of Concrete Pipe Precast (CPP) and Foley Products, with precast contributing ~$245M annualized EBITDA (34% margin). Capital intensity expected to decline materially; FY29 targets include 40%+ Construction Solutions Group as % of Core EBITDA and 80%–85% FCF conversion.

Hagerty added a record 279,000 new members in H1 2026 (19% written premium growth to $713M) and achieved 1.9M policies in force (19% growth). On January 1, 2026, the company transitioned to a 100% quota share arrangement with Markel (previously 80%), assuming full premium and risk. H1 2026 reported a $5M net loss due to $153M in one-time Markel transitional costs (deferred ceding commissions), but Adjusted EBITDA grew 32% to $160M. Separately, Hagerty announced the acquisition of Bennetts, the UK's second-largest specialty motorcycle insurer, for £34M, immediately tripling UK market scale.

Q3 2026 net revenues grew 24% to $544.6M; system-wide same-store sales (SSS) growth of 8.0%; adjusted EBITDA increased 25% to $162.4M; adjusted EPS rose 21% to $0.57. Company added 47 net stores (25 franchise, 22 company-operated) in Q3, reaching 2,456 total system-wide stores (+15.6% YoY). FY2026 guidance raised: system-wide SSS guidance narrowed and increased to 7.5%–8% (from 5%–6.5%); net revenues guidance raised to $2.05–$2.1B (from $2.0–$2.1B); adjusted EBITDA raised to $550–$560M (from $540–$560M); adjusted EPS raised to $1.70–$1.75 (from $1.65–$1.75).

Brinks reported Q2 2026 revenues of $1.392B (+7% YoY, +4% organic), non-GAAP adjusted EBITDA of $257M (+11% YoY, 18.5% margin +70bps), and non-GAAP EPS of $2.13 (+18% YoY). AMS/DRS achieved 14% organic growth for the 14th consecutive quarter of mid-teens-or-better growth. The NCR Atleos acquisition ($200M run-rate synergies expected by year 3) accelerated toward Q1 2027 closure with regulatory clearances secured in U.S., Brazil, and India. Free cash flow TTM reached $468M (46% conversion). No material counterparty or dollar-specific changes announced; guidance reaffirmed for mid-single-digit organic revenue growth and 30–50bps EBITDA margin expansion in 2026.

EyePoint reported Q2 2026 net loss of $94.5M ($1.09 per share) on $0.5M revenue versus $59.4M loss ($0.85 per share) in Q2 2025. Cash and investments totaled $180M as of June 30, 2026, providing runway into Q4 2027. Key milestone: LUGANO Phase 3 wet AMD trial topline data expected August 2026, with LUCIA data in Q4 2026; COMO and CAPRI Phase 3 DME trials fully enrolled (480+ patients) with data anticipated Q4 2027.

Immuneering presented Phase 2a data showing 17.3 month median overall survival (55 patients) for atebimetinib + chemotherapy in first-line pancreatic cancer at ASCO on June 1, 2026. The company dosed the first patient in pivotal Phase 3 MAPKeeper 301 trial in June 2026 with 30+ study sites activated. Cash position declined from $217.0M (Dec 31, 2025) to $182.7M (June 30, 2026); Q2 2026 R&D expenses were $14.0M vs $10.5M YoY; net loss was $17.3M vs $14.4M YoY. CFO Andrew Gengos appointed; company projects cash runway into 2029.

Southwest Gas raised the Great Basin 2028 Expansion Project capital estimate from ~$1.7B to $2.3B based on binding precedent agreements (BPAs) totaling ~1 Bcf/day of contracted demand, with potential for additional 1.8 Bcf/day of future-phase interest (2029–2035). Annual incremental margin once in-service now projected at $270–$300M (up from prior guidance). Company reaffirmed 2026 EPS guidance ($4.17–$4.32) and five-year CAGR targets (12–14% EPS, 9.5–11.5% rate base) but notes updated project estimates will be incorporated into 2027+ guidance in February planning cycle.