Filings Radar

SEC 8-K and 6-K filings classified by Claude with reasoning, plus Form 4 insider transactions. Ingested from EDGAR’s filing stream in near-real time, reconciled overnight.

Showing material events only. Routine administrative filings — bylaw amendments, technical fund updates, procedural FD disclosures — are filtered out so the front page stays signal-dense.

Smith Douglas Homes Corp. (SDHC)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

Smith Douglas Homes announced its financial results for the three and six months ended June 30, 2026, via a press release furnished as Exhibit 99.1. The disclosure includes condensed consolidated statements of income, balance sheets, cash flow information, and detailed operating metrics. This is a standard quarterly earnings release disclosing financial results and operational performance, which is material to investors assessing the company's financial condition and operational trends.

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Datadog, Inc. (DDOG)

8-K Earnings release confidence 99% filed 2026-08-06 Item 2.02

This is a clear earnings release disclosing Datadog's Q2 2026 financial results, including revenue of $1.12 billion (36% YoY growth), operating cash flow of $316 million, and forward guidance for Q3 and full-year 2026. The press release is furnished as Exhibit 99.1 under Item 2.02 (Results of Operations and Financial Condition), which is the standard Item for earnings announcements. The disclosure includes detailed financial highlights, business metrics (4,720 $100k+ ARR customers), and management commentary from the CEO.

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Sionna Therapeutics, Inc. (SION)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

Sionna Therapeutics issued a press release on August 6, 2026 announcing its financial results for the quarter ended June 30, 2026, including R&D expenses ($21.9M), G&A expenses ($10.6M), net loss ($29.9M), and cash position ($268.3M). The disclosure is furnished under Item 2.02 (Results of Operations and Financial Condition) with the full press release attached as Exhibit 99.1, which is the standard format for quarterly earnings releases.

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PRECISION BIOSCIENCES INC (DTIL)

8-K Earnings release confidence 95% filed 2026-08-06 Item 2.02

This is a clear earnings release for Q2 2026 (quarter ended June 30, 2026) issued on August 6, 2026. The press release discloses quarterly financial results including cash position ($112.4 million), R&D expenses ($12.4 million), G&A expenses ($6.8 million), net loss ($32.7 million), and per-share loss ($(1.26)), along with a comprehensive business update on clinical trial progress for PBGENE-HBV and PBGENE-DMD programs. The disclosure is material as it provides investors with the company's financial condition and operational milestones for the period.

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Aya Gold & Silver Inc. (AYASF)

6-K M&A activity confidence 95% filed 2026-08-06 EX-99.1

The press release announces Aya Gold & Silver's acquisition of a strategic exploration portfolio comprising three mining licenses and 18 exploration permits covering approximately 259 km² across three distinct projects in Morocco. The transaction involved cash consideration of MAD 10 million plus assumption of debt, with additional milestone payments and a 2% net smelter return royalty. This represents a material acquisition that expands the Company's exploration footprint by 35.4% (from 732 km² to 991 km²) and is consistent with the Company's stated district-scale exploration strategy in Morocco.

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CURTISS WRIGHT CORP (CW)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

This is a clear earnings release disclosing Curtiss-Wright's Q2 2026 financial results (sales of $924 million, operating income of $179 million, diluted EPS of $4.07) and raising full-year 2026 guidance. The press release (Exhibit 99.1) is attached and contains detailed financial statements, segment performance, and forward guidance, which is the hallmark of an earnings announcement under Item 2.02.

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Installed Building Products, Inc. (IBP)

8-K Earnings release confidence 95% filed 2026-08-06 Item 2.02

Installed Building Products issued a press release reporting Q2 2026 financial results, disclosing net revenue of $777.8 million, net income of $64.9 million ($2.43 diluted EPS), and adjusted EBITDA of $130.9 million for the three and six months ended June 30, 2026, along with segment performance and forward guidance.

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COLLEGIUM PHARMACEUTICAL, INC (COLL)

8-K Earnings release confidence 97% filed 2026-08-06 Item 2.02

Collegium Pharmaceutical disclosed second quarter 2026 financial results on August 6, 2026, reporting quarterly net revenues of $199.9 million (up 6% year-over-year), a GAAP net loss of $15.1 million, and adjusted EBITDA of $113.8 million. The company also updated full-year 2026 financial guidance, lowering Product Revenues guidance to $825–$855 million and Adjusted EBITDA guidance to $445–$470 million.

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Sunrise Realty Trust, Inc. (SUNS)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

The filing discloses quarterly financial results for Q2 2026 via a press release attached as Exhibit 99.1, reporting GAAP net income of $3.1 million ($0.23 per share) and Distributable Earnings of $3.9 million ($0.29 per share). This is a standard earnings release disclosure under Item 2.02, with detailed financial metrics, dividend information, and forward-looking guidance typical of quarterly earnings announcements.

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ATI INC (ATI)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

ATI Inc. disclosed its second quarter 2026 financial results via a press release attached as Exhibit 99.1, reporting sales of $1.26 billion, net income of $151 million, and diluted EPS of $1.09 (up 56% year-over-year). The company also raised its full-year 2026 guidance for adjusted EBITDA and adjusted EPS. This is a standard quarterly earnings release disclosure under Item 2.02, material to investors assessing the registrant's financial performance and outlook.

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Sabre Corp (SABR)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

This is a clear earnings release for Sabre Corporation's second quarter 2026 results, filed on August 6, 2026. The Item 2.02 disclosure explicitly states that "Sabre Corporation issued a press release and will hold a conference call regarding its financial results for the quarter ended June 30, 2026," with the press release attached as Exhibit 99.1. The exhibit contains detailed Q2 2026 financial results including revenue ($712 million, up 4% YoY), operating income, Adjusted EBITDA, and forward guidance for Q3, Q4, and full-year 2026.

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Prime Medicine, Inc. (PRME)

8-K Earnings release confidence 95% filed 2026-08-06 Item 2.02

Prime Medicine issued a press release on August 6, 2026 announcing its financial results for the quarter ended June 30, 2026, including R&D expenses ($33.4M), G&A expenses ($11.0M), net loss ($42.1M), and cash position ($108.8M). The filing includes condensed consolidated financial statements and is furnished under Item 2.02 (Results of Operations and Financial Condition), which is the standard Item for earnings releases. The disclosure of quarterly financial results and business highlights is a classic earnings release event.

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Fox Corp (FOX)

8-K Earnings release confidence 99% filed 2026-08-06 Item 2.02

Fox Corporation disclosed its quarterly and fiscal year 2026 financial results on August 6, 2026, via Item 2.02 (Results of Operations and Financial Condition). The press release (Exhibit 99.1) reports Q4 FY2026 revenue of $4.21 billion and net income of $696 million, as well as full-year FY2026 revenue of $17.13 billion and net income of $1.73 billion, with detailed segment performance and commentary from the CEO. This is a standard earnings release disclosure material to investors assessing the company's financial performance.

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RALPH LAUREN CORP (RL)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

Ralph Lauren Corporation disclosed its first quarter fiscal 2027 financial results on August 6, 2026, including revenue of $2.0 billion (up 14% reported, 13% constant currency), net income of $262 million ($4.28 per diluted share), and raised full-year fiscal 2027 guidance. The press release attached as Exhibit 99.1 is a standard earnings announcement with detailed segment performance, balance sheet metrics, and forward guidance, filed under Item 2.02 (Results of Operations and Financial Condition).

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CENTRUS ENERGY CORP (LEU)

8-K Operational Other confidence 85% filed 2026-08-06 Item 8.01

Centrus signed a definitive contract with X-energy to supply LEU and HALEU enrichment services, with deliveries beginning in 2030 and X-energy providing prepayments to support Centrus' domestic enrichment capacity. This is a material commercial contract that advances the company's strategic business objectives in the advanced nuclear market, but it does not constitute a merger, acquisition, debt issuance, or other specifically-defined event type—it is a material operational/commercial milestone that fits best under operational_other.

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DELCATH SYSTEMS, INC. (DCTH)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

This is a classic earnings release disclosure under Item 2.02. The press release announces Q2 2026 financial results including total revenue of $29.1 million (vs. $24.2 million in Q2 2025), net income of $2.7 million, and updated 2026 full-year revenue guidance of $104M–$108M. The filing explicitly states the press release is "furnished pursuant to Item 2.02" and includes condensed consolidated financial statements and reconciliation of GAAP to non-GAAP measures, all hallmarks of a quarterly earnings announcement.

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WHITE MOUNTAINS INSURANCE GROUP LTD (WTM)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

White Mountains issued a press release on August 6, 2026 announcing its results for the three and six months ended June 30, 2026, disclosing comprehensive income, book value per share, segment performance (Ark, Kudu, HG Global, Distinguished, MediaAlpha, WTM Partners), and investment returns. This is a standard quarterly earnings release filed under Item 2.02, with the press release attached as Exhibit 99.1.

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MARKETWISE, INC. (MKTW)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

MarketWise issued an earnings press release on August 6, 2026, announcing Q2 2026 financial results including billings of $91.2 million (57% YoY growth), net revenue of $75.8 million, net loss of $2.6 million, and CFFO of $22.4 million. The company also raised FY 2026 billings guidance by 10% to $330 million and affirmed its dividend target. This is a standard quarterly earnings disclosure furnished as Exhibit 99.1 under Item 2.02, which is material to investors assessing the company's operational performance and financial trajectory.

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Barinthus Biotherapeutics plc. (BRNS)

8-K Earnings release confidence 92% filed 2026-08-06 Item 2.02

The filing discloses Barinthus Bio's financial results for the quarter ended June 30, 2026, including cash position ($59.6M), R&D expenses ($3.9M), G&A expenses ($7.1M), and net loss ($10.6M or $(0.26) per share). The press release explicitly states "Barinthus Biotherapeutics plc...today announced its financial results for the quarter ended June 30, 2026," which is the core disclosure under Item 2.02. While the filing also discusses the proposed Clywedog merger and clinical trial progress, the primary Item 2.02 content is the quarterly earnings announcement.

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Principal Credit Real Estate Income Trust

8-K Dilutive issuance confidence 95% filed 2026-08-06 Item 3.02

The filing discloses an unregistered sale of 92,960.33 common shares across multiple classes for approximately $1.895 million on August 3, 2026, exempt under Section 4(a)(2) and Regulation D Rule 506. This is a classic dilutive private placement of equity securities to third-party investors, directly matching the Item 3.02 disclosure requirement and the dilutive_issuance event type. The transaction is material as it represents a significant capital raise and equity dilution to existing shareholders.

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TRANSCONTINENTAL REALTY INVESTORS INC (TCI)

8-K Earnings release confidence 95% filed 2026-08-06 Item 2.02

This is a clear earnings release disclosing Q2 2026 financial results for Transcontinental Realty Investors, Inc. The filing announces net loss of $1.1 million ($0.13 per share) versus net income of $0.2 million ($0.02 per share) in the prior-year quarter, along with detailed consolidated statements of operations and financial highlights. The material swing from profitability to loss, combined with increased operating expenses and decreased interest income, would affect a reasonable investor's assessment of the company's financial condition.

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AMERICAN REALTY INVESTORS INC (ARL)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

American Realty Investors announced its operational results for Q2 2026 (quarter ended June 30, 2026) on August 6, 2026, with a news release attached as Exhibit 99.1. The disclosure includes consolidated statements of operations showing a net loss of $1.0 million ($0.06 per share) for Q2 2026 versus net income of $2.8 million ($0.18 per share) in Q2 2025, along with detailed financial highlights and revenue/expense analysis. This is a standard quarterly earnings release material to investors.

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DXP ENTERPRISES INC (DXPE)

8-K Earnings release confidence 99% filed 2026-08-06 Item 2.02

DXP Enterprises issued a press release on August 5, 2026, announcing financial results for the second quarter ended June 30, 2026. The disclosure includes detailed quarterly financial highlights (sales of $576.5 million, net income of $28.7 million, diluted EPS of $1.76, and Adjusted EBITDA of $70.4 million), consolidated statements of operations, and balance sheet data. This is a standard earnings release filed under Item 2.02 and furnished as Exhibit 99.1, which is the typical mechanism for quarterly earnings disclosures.

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TriSalus Life Sciences, Inc. (TLSIW)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

TriSalus issued a press release on August 6, 2026 announcing financial results for Q2 2026 ended June 30, 2026, disclosing revenue of $11.4 million, gross margins of 86.8%, operating losses of $9.8 million, and net loss of $9.2 million, along with full-year 2026 revenue guidance of $54–57 million. This is a standard quarterly earnings release disclosure under Item 2.02, material to investors assessing the company's financial performance and operational trajectory.

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Omada Health, Inc. (OMDA)

8-K Earnings release confidence 95% filed 2026-08-06 Item 2.02

Omada Health issued a press release on August 6, 2026 announcing Q2 2026 financial results, including revenue of $88 million (43% YoY growth), gross margin of 73%, and net income of $5 million, with forward guidance for full-year 2026.

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Omada Health, Inc. (OMDA)

8-K Exec appointment confidence 85% filed 2026-08-06 Item 5.02

Effective January 1, 2027, Wei-Li Shao will be appointed as Chief Executive Officer and Class I director, Sean Duffy will transition to Executive Chairman, and Jeryl Hilleman will be appointed as Lead Independent Director.

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10x Genomics, Inc. (TXG)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

10x Genomics issued a press release on August 6, 2026 announcing financial results for Q2 2026 ended June 30, 2026, disclosing revenue of $151.0 million, gross margin of 74%, operating loss of $19.6 million, and net loss of $17.9 million, along with updated full-year 2026 revenue guidance of $610–$630 million. This is a standard quarterly earnings release filed under Item 2.02 with the press release attached as Exhibit 99.1.

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Nutex Health Inc. (NUTX)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

This is a clear earnings release disclosing Nutex Health's financial results for Q2 and H1 2026. The Item 2.02 disclosure explicitly states "On August 6, 2026, Nutex Health Inc. announced its financial and operating results for the second quarter ending June 30, 2026" with a press release furnished as Exhibit 99.1. The exhibit contains detailed financial statements, revenue figures ($427.2M for six months), net income ($112.6M), diluted EPS ($15.87), and operating cash flow ($109.7M), along with management commentary on performance. This is material to investors as it reports significant year-over-year improvements in profitability and cash generation.

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Gevo, Inc. (GEVO)

8-K Earnings release confidence 95% filed 2026-08-06 Item 2.02

Gevo issued a press release on August 6, 2026 announcing financial results for the quarter ended June 30, 2026, disclosing Q2 revenue of $47 million, a net loss of $(177) million (including a $176 million non-cash impairment charge), and raising full-year 2026 non-GAAP Adjusted EBITDA guidance to more than $60 million from a prior target of $30 million. This is a standard quarterly earnings release with material updates to forward guidance.

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Cerence Inc. (CRNC)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

Cerence Inc. announced financial results for the fiscal quarter ended June 30, 2026, reporting quarterly revenue of $69.6 million (up 12% YoY), GAAP net income of $1.5 million, and Adjusted EBITDA of $13.5 million (up 50% YoY), along with forward guidance for Q4 and full-year FY2026.

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Cerence Inc. (CRNC)

8-K Dividend Distribution confidence 92% filed 2026-08-06 Item 8.01

The Board authorized a stock repurchase program permitting purchases of up to $30 million of common stock beginning August 10, 2026, representing the company's first-ever share repurchase program and reflecting confidence in the business and commitment to disciplined capital allocation.

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BIOLIFE SOLUTIONS INC (BLFS)

8-K Earnings release confidence 95% filed 2026-08-06 Item 2.02

BioLife Solutions issued a press release on August 6, 2026 announcing unaudited financial results for Q2 2026 and the six-month period ended June 30, 2026. The disclosure includes detailed revenue ($28.5M, up 21% YoY), gross margin (64% GAAP, 65% adjusted), operating income, net income ($45.1M including a $42.4M non-cash tax benefit), and adjusted EBITDA metrics. This is a standard quarterly earnings release furnished as Exhibit 99.1 under Item 2.02, the designated Item for results of operations and financial condition.

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StepStone Group Inc. (STEP)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

StepStone Group Inc. issued a press release on August 6, 2026, announcing its financial results for the first fiscal quarter ended June 30, 2026. The disclosure includes detailed financial highlights, GAAP and non-GAAP results, balance sheet and income statement data, and key operating metrics (AUM, AUA, FEAUM). This is a standard quarterly earnings release furnished under Item 2.02, with the full press release attached as Exhibit 99.1.

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Silvaco Group, Inc. (SVCO)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

Silvaco issued a press release on August 6, 2026 announcing its financial results for the second quarter ended June 30, 2026, disclosing GAAP revenue of $17.8 million (up 48% YoY), GAAP operating loss of $4.0 million (improved from $10.1 million loss in Q2 2025), and non-GAAP operating income of $0.6 million (first profitability in nearly two years). The filing explicitly states the press release is attached as Exhibit 99.1 and is incorporated by reference, which is the standard form for earnings releases under Item 2.02.

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ARTIVION, INC. (AORT)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

This is a clear earnings release disclosing Artivion's second quarter 2026 financial results. The Item 2.02 section explicitly states that "Artivion, Inc. issued a press release announcing its financial results for the second quarter ended June 30, 2026," with the full press release attached as Exhibit 99.1. The disclosure includes revenue of $125.8 million (11% GAAP growth), net loss of $(13.5) million, and adjusted EBITDA of $26.4 million, along with full-year 2026 guidance. This is a material event affecting investor assessment of the company's financial performance.

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Ouster, Inc. (OUST)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

This is a clear earnings release for Q2 2026 (three and six months ended June 30, 2026). The Item 2.02 disclosure announces financial results including $55 million in revenue (up 56% YoY), gross margin improvements, and net loss of $18 million. The full press release is furnished as Exhibit 99.1, which is the standard format for earnings announcements. The disclosure includes detailed financial statements, guidance for Q3 2026, and management commentary on business performance.

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CENTURY ALUMINUM CO (CENX)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

Century Aluminum issued a press release on August 6, 2026 announcing its second quarter 2026 financial results, including net sales of $752.1 million, net income of $249.3 million, and diluted EPS of $2.39. The filing explicitly states the company "issued a press release announcing its results of operations for quarter ended June 30, 2026" with the press release attached as Exhibit 99.1, which is the standard disclosure mechanism for quarterly earnings releases under Item 2.02.

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Better Home & Finance Holding Co (BETRW)

8-K Earnings release confidence 95% filed 2026-08-06 Item 2.02

This is a clear earnings release for Q2 2026 financial results. The Item 2.02 disclosure announces quarterly financial results (Total Net Revenues of $54.7 million, Net Loss of $(30.6) million, Loan Volume of $1.67 billion) with a press release attached as Exhibit 99.1. The filing includes condensed consolidated financial statements, operating metrics, and forward guidance for Q3 2026, all hallmarks of a standard quarterly earnings announcement.

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NewtekOne, Inc. (NEWTH)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

NewtekOne issued a press release on August 6, 2026 announcing its financial and operating results for the quarter ended June 30, 2026, disclosing basic and diluted EPS of $0.48 and $0.47, respectively, along with detailed balance sheet metrics, loan origination data, and profitability ratios. The filing explicitly states the press release is furnished as Exhibit 99.1 and Item 2.02 covers "Results of Operations and Financial Condition," which is the standard Item for earnings releases.

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Lyft, Inc. (LYFT)

8-K Earnings release confidence 99% filed 2026-08-06 Item 2.02

Lyft issued a press release on August 6, 2026 announcing Q2 2026 financial results, reporting Gross Bookings of $5.5 billion (up 23% YoY), Revenue of $1.8 billion (up 16% YoY), Net income of $50.3 million (up 25% YoY), and Adjusted EBITDA of $177.2 million (up 37% YoY), along with record Active Riders of 30.5 million and Q3 2026 guidance.

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SkinHealth Systems Inc. (SKIN)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

SkinHealth Systems disclosed its Q2 2026 financial results via press release (Exhibit 99.1) on August 6, 2026, reporting net sales of $72.1 million (down 7.8% YoY), a net loss of $(2.7) million (vs. net income of $19.7 million in Q2 2025), and adjusted EBITDA of $17.0 million. The filing includes comprehensive financial statements, regional metrics, and revised 2026 guidance. This is a standard quarterly earnings release under Item 2.02.

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RCI HOSPITALITY HOLDINGS, INC. (RICK)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

RCI Hospitality Holdings disclosed quarterly financial results for the fiscal quarter ended June 30, 2026, via a press release issued on August 6, 2026, accompanied by the filing of its Form 10-Q. The disclosure includes consolidated statements of income, segment information, and cash flows, with key metrics such as total revenues ($73.9M), EPS ($0.83), and adjusted EBITDA ($16.9M) compared to year-ago periods. This is a standard earnings release under Item 2.02.

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FedEx Freight Holding Company, Inc. (FDXF)

8-K Earnings release confidence 92% filed 2026-08-06 Item 2.02

FedEx Freight disclosed full-year and quarterly financial results for calendar years 2025 and 2024 in Item 2.02, with unaudited consolidated statements of income, balance sheets, and operating statistics attached as Exhibit 99.1. Although the filing emphasizes that this is a "recast" presentation following the June 1, 2026 spin-off and fiscal year-end change (not a restatement), the core disclosure is earnings results—revenue of $8.778 billion and net income of $1.059 billion for 2025, with quarterly breakdowns. This is a material earnings release for a newly independent public company.

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FIGS, Inc. (FIGS)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

FIGS announced its second quarter 2026 financial results on August 6, 2026, disclosing net revenues of $196.6 million (28.8% YoY growth), net income of $28.4 million ($0.15 diluted EPS), and adjusted EBITDA margin of 18.6%, along with updated full-year 2026 guidance and an increase to the share repurchase authorization.

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Groupon, Inc. (GRPN)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

This is a clear earnings release disclosing Groupon's financial results for the second quarter ended June 30, 2026. The press release (Exhibit 99.1) announces quarterly revenue, billings, loss from continuing operations, Adjusted EBITDA, and forward guidance for Q3 and full-year 2026. The filing explicitly states "Groupon, Inc. (the 'Company') issued a press release announcing its financial results for its fiscal quarter ended June 30, 2026," which is the hallmark of an earnings_release event under Item 2.02.

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ROKU, INC (ROKU)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

Roku disclosed its Q2 2026 financial results on August 6, 2026, including total net revenue of $1.35 billion (up 22% YoY), net income of $164 million, and Adjusted EBITDA of $254 million—all record highs. The shareholder letter attached as Exhibit 99.1 presents comprehensive quarterly results across Platform, Advertising, Subscriptions, and Devices segments, making this a standard earnings release disclosure under Item 2.02.

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Sweetgreen, Inc. (SG)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

Sweetgreen issued a press release on August 6, 2026 announcing financial results for its fiscal quarter ended June 28, 2026, disclosing revenue, operating losses, net losses, and adjusted EBITDA alongside forward-looking guidance. The filing explicitly states this is Item 2.02 (Results of Operations and Financial Condition) with the press release furnished as Exhibit 99.1, which is the standard format for quarterly earnings disclosures.

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Arteris, Inc. (AIP)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

This is a clear earnings release for Q2 2026 ended June 30, 2026. The Item 2.02 disclosure announces financial results including revenue of $24.1 million (up 46% YoY), net loss of $14.1 million, and provides updated full-year 2026 guidance. The press release is attached as Exhibit 99.1 and includes detailed financial statements and business highlights, which is the standard format for earnings disclosures under Item 2.02.

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Lyell Immunopharma, Inc. (LYEL)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

This is a clear earnings release for Q2 2026 (quarter ended June 30, 2026) issued on August 6, 2026. The press release (Exhibit 99.1) discloses financial results including net loss of $44.8 million, operating expenses, cash position of $228.0 million, and cash runway guidance into Q3 2027. The filing explicitly states "Lyell Immunopharma, Inc. (Nasdaq: LYEL), a late-stage clinical company advancing a pipeline of next-generation chimeric antigen receptor (CAR) T-cell therapies for patients with cancer, today reported financial results and business highlights for the second quarter ended June 30, 2026." This is material to investors as it provides quarterly financial performance and liquidity information.

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Kodiak AI, Inc. (KDKRW)

8-K Earnings release confidence 98% filed 2026-08-06 Item 2.02

The filing discloses Kodiak AI's second quarter 2026 financial results via a press release issued on August 6, 2026, including Q2 revenue of $3.5 million (91% QoQ growth), operating cash burn of $34.1 million, and free cash flow of negative $38.1 million. The Item 2.02 disclosure and attached Exhibit 99.1 press release are the standard mechanism for reporting quarterly earnings, and the results would materially affect a reasonable investor's assessment of the company's financial performance and cash runway.

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