July 2026
UK Mid-Year 2026 Filing Synthesis: Capital Allocation and Operational Momentum
Major issuers demonstrate a strong preference for shareholder returns via buybacks and dividends, while industrial and mining sectors leverage commodity strength and defense demand to raise guidance.
Pearson Plc Reports 14% Underlying Growth in Adjusted Operating Profit for H1 2026
The lifelong learning company reiterates its full-year 2026 guidance following strong performance in Virtual Learning and Enterprise segments.
Melrose Industries Reports H1 2026 Adjusted Operating Profit Growth
The aerospace and defence group saw adjusted operating profit rise 16% to £347 million, though a chemical tank incident at its Garden Grove site impacted results.
Intertek Group Plc Reports Strong H1 2026 Growth and Adjusted Profit Increase
The company reports a 5.9% increase in revenue and a 12.1% rise in adjusted operating profit, while reiterating a mid-single digit LFL revenue growth outlook for the full year.
Barclays Capital Securities Ltd Discloses Positions in Schroders Plc
The exempt principal trader reported multiple dealings and holdings in 20p ordinary shares of the company through July 2026.
Isotope Bidco Limited Linked to Intertek Group Plc Offer
Barclays Capital Securities Ltd discloses positions and dealings in Intertek Group Plc securities.
Western Union Slashes Full-Year Profit Outlook as Costs Climb
Western Union posted a 31% drop in operating income to $132.1 million as guidance for full-year adjusted earnings per share was cut to $1.25 to $1.35 from $1.75 to $1.85.
Vericel Raises Revenue Guidance Again, Adds First Buyback
Vericel swung to a $2.2 million profit and lifted its full-year revenue outlook to $330-$340 million even as quarterly growth cooled to 22%.
Universal Logistics' GAAP Profit Jump Masks Weaker Core Earnings
Universal Logistics Holdings (ULH) reported second-quarter earnings per share of $0.99, but adjusted EPS excluding a one-time property gain was just $0.16, down from $0.32 a year earlier.
SunCoke Raises Full-Year Outlook as Industrial Services Hits Record
SunCoke Energy posted a sequential swing to $15.6 million in net income and lifted its full-year Adjusted EBITDA guidance for the second straight quarter.
Provident Financial's NIM Widens as Reserve Cushion Thins
Provident Financial Services (PFS) posted record net interest income of $202.7 million as its net interest margin expanded 8 bps to 3.48%, even as reserve coverage of non-performing loans fell to 134.87% from 235.61% at year-end.
Pioneer Bancorp's NIM Widens as Acquisitions Crush Efficiency, Capital
Net interest income at Pioneer Bancorp (PBFS) climbed 16.5% to $22.9 million in the second quarter, but four acquisitions closed in the period pushed the efficiency ratio to 78.33% and roughly halved return on equity.
Olin Swings Toward Breakeven as Merger Costs and Plant Outage Bite
Olin posted a $13.3 million net loss in the second quarter as an unplanned Freeport plant shutdown cut adjusted EBITDA by $40 million.
NMI Holdings Posts Third Straight Earnings Gain as NIW Jumps 31%
NMI Holdings reported net income of $105.8 million, or $1.38 a share, as new insurance written surged 31% from the prior quarter to $16.1 billion.
Moderna narrows quarterly loss as operating expenses decline
The biotechnology company reported a net loss of $0.8 billion for the second quarter, an improvement of $43 million over the prior year.
Merit Medical Raises Full-Year Guidance as Growth Accelerates
Merit Medical Systems posted second-quarter revenue of $418.8 million, up 10% year over year, and raised its full-year revenue and profit guidance.
ICE to Acquire MarketAxess for $6 Billion in Cash
Intercontinental Exchange agreed to buy MarketAxess Holdings (MKTX) for $167 a share in cash, a 33% premium, capping a stretch in which the bond-trading platform posted record first-quarter revenue of $233.4 million.
LyondellBasell Swings to Profit as Olefins Margins Surge
LyondellBasell posted second-quarter net income of $559 million, reversing a first-quarter profit of just $125 million as tighter global supply lifted olefins and polyolefins margins.
Alliant Earnings Fall as Utility Costs Weigh
The utility raised its load-growth outlook to 60% by 2031 as three data centers advanced construction.
Lear's Margins Widen as E-Systems Rebound Drives Earnings Growth
Lear posted second-quarter net income of $192.8 million, up 17% from a year earlier, as its electronics segment margin nearly doubled and the company raised its full-year guidance.
IES Holdings Revenue Growth Doubles as Backlog Nears Doubling
IES Holdings posted 40% revenue growth in its fiscal third quarter, more than double the pace of the prior two periods, as backlog swelled to $4.5 billion.
Healthcare Realty Raises FFO Guidance as Same-Store Growth Slows
Healthcare Realty Trust lifted its 2026 normalized FFO guidance to a $1.64-a-share midpoint even as quarterly same-store cash NOI growth decelerated to 5.1% from 6.9% in the prior quarter.
GLPI Lifts AFFO Guidance as Revenue Growth Accelerates to 9%
Gaming and Leisure Properties raised its full-year AFFO outlook after quarterly revenue growth accelerated to 9.0%, the fastest pace in three quarters.
Greif Profit More Than Doubles as Margins Widen, Debt Shrinks
Greif posted a 156.7% jump in net income to $78.8 million as gross margin expanded 650 basis points and leverage fell to 1.1x from 3.1x a year earlier.
Eaton Raises Outlook as Second-Quarter Sales Climb 21%
Organic growth reached 14% as demand strengthened across Eaton’s electrical businesses.
Dexcom Raises Full-Year Margin Guidance as Growth Cools
Dexcom posted 13% revenue growth to $1.308 billion in the second quarter, a step down from 15% in the first quarter, even as profitability guidance moved higher for a second straight period.
Leonardo DRS Lifts Guidance Again as Margins, Bookings Accelerate
The defense electronics maker posted 10% revenue growth and a 59% jump in net earnings, prompting its second consecutive full-year guidance increase.
Dominion Holds 2026 Guidance as Impairments Cut GAAP Profit
Dominion Energy (D) reported operating earnings of $0.79 a share for the second quarter, even as $704 million in nonregulated asset impairments pulled GAAP net income to $0.37 a share.
Chevron Earnings Climb to $12.1 Billion on Production Growth
The energy giant reported a quarterly profit of $12.1 billion, up from $2.49 billion a year earlier.
Cavco Profit Falls Even as Revenue and Backlog Climb
Cavco Industries closed its first quarter of fiscal 2027 with a backlog of $298 million, up more than 50% from three months earlier, even as per-share profit fell for the second time in three quarters.
Cousins Properties Lifts FFO and Raises Full-Year Guidance
The Atlanta office landlord posted funds from operations of $0.75 a share in the second quarter, up from $0.70 a year earlier, as leasing pushed occupancy to its highest level since early 2020.
Columbia's Profit Swing Rides One-Time Tariff Refund, Not Demand
Columbia Sportswear swung to $0.52 in diluted earnings per share in the second quarter, but a $78 million IEEPA tariff refund accounted for $0.93 of that figure, implying underlying results were negative.
CNO Financial Lifts Guidance as Operating EPS Surges 45%
CNO Financial Group posted second-quarter operating earnings of $1.26 a share, up 45% from a year earlier, and raised its full-year outlook for the first time this year.
BrightSpring Raises Outlook as Earnings Growth Outpaces Sales
Revenue reached $3.873 billion as BrightSpring lifted its full-year sales forecast.
Balchem's Sales Growth Hits Three-Quarter High, Nutrition Margins Widen
Balchem posted 11.2% net sales growth in the second quarter, its fastest pace in three quarters, as its Animal Nutrition and Health segment's operating earnings jumped 48.7%.
Axos Loan Growth Slows, Deposits Jump on Jenius Deal, Credit Costs Ease
Net interest income rose 13.5% to $317.9 million at Axos Financial (AX) even as loan growth decelerated for a third straight quarter and CET1 slipped to 11.76%.
Ares Fee Earnings Jump 20% as AUM Hits Record $671 Billion
Fee Related Earnings at Ares Management (ARES) climbed 20% to $491.1 million in the second quarter, even as management-fee growth cooled to 14% from the 25% pace set earlier in the year.
Agree Realty Lifts Investment Guidance as Growth Rates Ease
Agree Realty raised its 2026 acquisition target to as much as $1.8 billion after a record $502 million quarter, even as per-share earnings growth slowed.
AbbVie Lowers Annual Guidance Following Apogee Therapeutics Acquisition
The biopharmaceutical company reported second-quarter net revenues of $16.990 billion, a 10.2% increase from a year ago.
Everus to Buy Epsilon Industries in $295 Million Cash Deal
The acquisition pushes Everus deeper into off-site modular construction and opens priority markets in Florida, Texas, the Mid-Atlantic and the Northeast.
Deluxe Completes Celero Commerce Acquisition in $625 Million All-Cash Deal
The acquisition expanded Deluxe’s payments platform toward top-10 status among non-bank merchant acquirers.
TELUS Resets Dividend to Support Deleveraging After Net Loss
The communications technology company reduced its annualized dividend by 55% to $0.75 per share to generate $2.7 billion in cash savings through 2028.
TELUS reports operating cash flow growth for second quarter
Cash provided by operating activities rose $176 million in the second quarter of 2026 compared to the same period last year
TransAlta Reports Second Quarter Net Earnings of 52 Million
The company reported net earnings attributable to common shareholders of 35 million, or 0.12 a share, for the quarter ended June 30, 2026
TransAlta reports 302 million Canadian dollars in cash equivalents
The power generator ended the period with 302 million Canadian dollars in cash and cash equivalents
Pembina Pipeline Sanctions $3 Billion in New Growth Projects
The energy infrastructure provider reported second quarter revenue of 2,152 million Canadian dollars.
GFL Environmental Reports Net Loss of 375.5 Million Canadian Dollars
The non-hazardous solid waste management provider saw six-month revenue rise to 3,591.6 million Canadian dollars.
Fortis Inc. Reports Second Quarter Net Earnings of $396 Million
The regulated utility operator saw second quarter revenue rise to $2.93 billion from $2.82 billion a year earlier
Cameco Net Earnings Fall to 25.2 Million Canadian Dollars
The uranium provider reported a second-quarter net earnings of 25.2 million Canadian dollars compared to 320.9 million Canadian dollars in the prior-year period
Ballard Power Systems Reduces Operating Loss as Revenues Rise
The fuel cell product maker reported a net loss of $31.7 million for the six months ended June 30, 2026, compared to $45.3 million in the prior-year period.