Monitor SEC Filings

Monitor important SEC filings (8-K, 10-K/10-Q, S-1, 13D/13G, Form 4, and more) so you don’t miss material updates. Not investment advice, just filings, fast.

[Monitor SEC Filings @sec_filings_bot]

📄 $WWD · EARNINGS HIGHLIGHTS - Woodward, Inc.

Woodward delivered Q3 net sales of $1.1B (+21% YoY) and raised FY2026 adjusted EPS guidance to $9.30-$9.50.

📊 Rev $1.1B (+21%) · Adj. EPS $2.52 (+43% (adjusted)) · NI $147M · Op margin EBIT margin ~18.7%
🟢 Beat Estimates · EPS $2.52 vs $2.44 est

🔷 Q3 net sales $1.1B, +21% YoY; nine-month sales $3.2B, +24% YoY
🔷 Adjusted EPS $2.52 beat prior-year $1.76 by 43%; GAAP EPS $2.40, +36%
🔷 Industrial segment earnings surged 86% YoY to $88M on 26% sales growth
🔷 FY2026 adjusted EPS guidance raised to $9.30-$9.50 (midpoint $9.40 vs prior $9.30)

🟢 Market reaction: Shares fell 5.53% in the regular session to $387.85 and slipped further to $393.40 at filing time (-1.41% since filing). The after-hours decline suggests the guidance raise was already priced in or capex-driven FCF compression is weighing on sentiment despite the strong top-line beat.

👀 Watch: Q4 FY2026 results must hit the high end of raised guidance to justify the premium multiple.

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📄 $CTAS · EARNINGS HIGHLIGHTS - CINTAS CORP

Cintas posted FY2026 revenue of $11.27B (+8.9% YoY) and net income of $2B, with the $5.5B UniFirst acquisition on track for H2 2026 close.

📊 Rev $11.265B (+8.9%) · GAAP EPS $4.91 · NI $2B · GM 50.7%
🟢 Beat Estimates · EPS $1.29 vs $1.24 est

🔷 FY2026 revenue: $11.27B, +8.9% YoY; Uniform Rental segment contributed $8.62B.
🔷 Net income: $2B; diluted EPS $4.91 vs. $4.40 in FY2025.
🔷 Operating margin: 23.1%; gross margin: 50.7%.
🔷 UniFirst acquisition valued at ~$5.5B; UniFirst shareholders approved June 12, 2026.

🟢 Market reaction: CTAS closed the regular session at $217.30, up 1.12% on the day. The stock is down 0.41% from its filing-time price of $218.19. The $86.95B market cap reflects a premium multiple on steady 8-9% organic growth; the UniFirst deal adds scale but integration risk is modest given Cintas's acquisition track record.

👀 Watch: UniFirst merger closing in H2 2026, pending HSR clearance and NASDAQ listing approval for Cintas shares issued.

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🔗 RECENT SEC FILINGS · SOURCE LINKS

GLW · 10-Q: https://t.co/rSoPzF8EKS https://t.co/tHZgeDqzSr

PAG · 8-K: https://t.co/WAzGVBab9o https://t.co/ASo9jWcIoq

LFUS · 10-Q: https://t.co/0zns5MSHCJ https://t.co/ac2SUTHUca

KNX · 10-Q: https://t.co/p2Dps8q5l3 https://t.co/39vVm0hpK1

KO · 10-Q: https://t.co/69yXMJJs9Z https://t.co/eaoATseCXq

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📄 $KO · EARNINGS HIGHLIGHTS - COCA COLA CO

Coca-Cola posted Q2 revenue of $13.38B (+6.7% YoY) and GAAP EPS of $1.03, with operating margin expanding to 34.9%.

📊 Rev $13.38B (+6.7%) · GAAP EPS $1.03 · NI $4.425B · GM 62.9%
🟢 Beat Estimates · EPS $0.97 vs $0.93 est

🔷 Q2 revenue $13.38B, +6.7% YoY vs $12.54B prior year
🔷 Diluted EPS $1.03 vs $0.88 prior year, a 17% increase
🔷 Operating income $4.67B with 34.9% operating margin
🔷 Six-month operating cash flow swung to $7.54B from -$1.39B prior year

🟢 Market reaction: KO is down 1.50% since filing at $88.94, underperforming today's +0.76% session gain. The $382.68B market cap suggests the modest post-filing drift reflects a largely in-line quarter with no major surprises for a mega-cap staple.

👀 Watch: Ongoing IRS tax dispute, estimated aggregate incremental tax and interest liability could "significantly change" per forward-looking statements.

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📄 $KNX · EARNINGS HIGHLIGHTS - Knight-Swift Transportation Holdings Inc.

Revenue rose 12.6% YoY to $2.096B, but YTD operating income fell 4.2% to $133.4M as insurance and claims costs surged 17.9%.

📊 Rev $2.096B (+12.6%) · GAAP EPS $0.26 · NI $43.2M · Op margin 5.0%
🟢 Beat Estimates · EPS $0.63 vs $0.51 est

🔷 Truckload operating income nearly doubled YoY to $89.1M in Q2 from $45.4M.
🔷 Insurance and claims expense rose to $100.2M in Q2, up 17.5% from $85.3M a year ago.
🔷 LTL revenue per shipment jumped 14.5% YoY to $244.11, but shipments per day fell 3.7%.
🔷 Effective tax rate surged to 34.8% YTD from 27.5% a year ago, reducing net income.

🟡 Market reaction: KNX is down 0.93% in the regular session at $69.51. The top-line beat is offset by margin compression from rising insurance costs and a sharply higher tax rate, leaving the stock roughly flat to slightly negative.

👀 Watch: Watch whether the 34.8% effective tax rate (up from 27.5% YoY) persists, compressing net income further in H2 2026.

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📄 $LFUS · EARNINGS HIGHLIGHTS - LITTELFUSE INC /DE

Revenue +20.4% YoY to $739M; diluted EPS +51.7% to $3.49; Industrial segment sales surged 52.5%.

📊 Rev $738.8M (+20.4%) · GAAP EPS $3.53 (+52.2%) · NI $89.4M · GM 41.4%
🟢 Beat Estimates · EPS $4.19 vs $3.78 est

🔷 Q2 net sales $738.8M, +20.4% YoY; six-month sales $1.396B, +19.5% YoY.
🔷 Diluted EPS $3.49 vs. $2.30 a year ago; six-month diluted EPS $6.44 vs. $4.05.
🔷 Industrial segment revenue surged 52.5% YoY to $150.0M; Electronics +21.1% to $406.4M.
🔷 Restructuring, impairment, and other charges hit $20.0M in Q2, including $13.1M in fixed-asset impairments.

🟢 Market reaction: LFUS up 5.27% to $412.69 in the regular session following the filing, reflecting strong top- and bottom-line beats across all three segments. The $10.44B market cap suggests the market is rewarding the broad-based recovery, particularly the 52.5% Industrial surge.

👀 Watch: $13.1M fixed-asset impairment tied to closure of two semiconductor manufacturing sites, monitor restructuring charges in H2 2026.

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🔗 RECENT SEC FILINGS · SOURCE LINKS

MCFN · S-4: https://t.co/mpOfs76x6H https://t.co/mrITACywUB

APH · 8-K: https://t.co/eyddLsgIpT https://t.co/gHkWFhR1F5

SLB · 10-Q: https://t.co/muTahyCO5M https://t.co/xYd3oUXUHe

POOL · 10-Q: https://t.co/PysaMzzo7l https://t.co/U1tTuzCef7

ONB · 10-Q: https://t.co/qg7oFObqrQ https://t.co/9Y02NztTSs

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📄 $PAG · EARNINGS HIGHLIGHTS - PENSKE AUTOMOTIVE GROUP, INC.

Adjusted EPS of $3.62 missed the prior-year $4.03; GAAP EPS of $3.96 included a $30.5M dealership sale gain.

📊 Rev $8.5B (+6%) · Adj. EPS $3.62 (-1.7% (GAAP)) · NI $260.4M · GM 15.9%
🟢 Beat Estimates · EPS $3.62 vs $3.42 est

🔷 New vehicle gross profit per unit fell 10.4% YoY to $4,782 (ex-agency).
🔷 Service & parts gross margin improved 80 bps to 59.5% on a same-store basis.
🔷 PTS equity earnings rose 7% YoY to $57.4M, driven by full-service leasing growth.
🔷 Retail commercial truck income before taxes fell to $47.2M from $54.2M YoY.

🟡 Market reaction: PAG shares are up 1.10% in the regular session to $222.42. The modest gain suggests the market is looking past the adjusted EPS miss and focusing on the dividend hike, strong Class 8 order trends, and the PTS recovery narrative.

👀 Watch: Class 8 truck orders up 118% YTD signals commercial truck recovery; monitor Q3 delivery conversion.

[Monitor SEC Filings @sec_filings_bot]

📄 $GLW · EARNINGS HIGHLIGHTS - CORNING INC /NY

Corning posted Q2 revenue of $4.505B (+16.6% YoY) with diluted EPS of $0.64, driven by a $506M surge in optical communication sales.

📊 Rev $4.505B (+16.6%) · GAAP EPS $0.64 · NI $559M · GM 36.1%
🟢 Beat Estimates · EPS $0.78 vs $0.76 est

🔷 Optical communication sales drove $506M of the $643M YoY quarterly revenue increase.
🔷 H1 operating cash flow hit $2.079B, up 142% from $859M in the prior-year period.
🔷 Effective tax rate fell to 6.2% in Q2 from 14.4% a year ago, boosting net income.
🔷 Gross margin held steady at 36.1% despite 16% higher cost of sales.

🟢 Market reaction: GLW is down 1.33% in the regular session at $124.33 despite strong results, suggesting the optical-driven beat may have been priced in or offset by broader market pressure on a $107B market-cap name.

👀 Watch: Q3 FY2026 results, whether optical communication demand sustains its $506M quarterly growth trajectory.

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📄 $ONB · EARNINGS HIGHLIGHTS - OLD NATIONAL BANCORP /IN/

Net income applicable to common shareholders surged 105.5% YoY to $249.4M, while the provision for credit losses dropped 66.1% to $36.2M.

📊 Rev $732.6M (+13.2%) · GAAP EPS $0.65 (+91.2%) · NI $249.4M
🟢 Beat Estimates · EPS $0.65 vs $0.63 est

🔷 Diluted EPS of $0.65 vs. $0.34 in Q2 2025, a 91.2% increase.
🔷 Provision for credit losses fell 66.1% YoY to $36.2M from $106.8M.
🔷 Net interest income grew 12.5% to $579.0M on expanded earning assets.
🔷 Return on average tangible common equity reached 19.84%, up from 12.00%.

🟢 Market reaction: ONB is down 0.50% since filing at $26.75, a modest decline on a $10.34B market cap. The strong earnings beat and sharply lower provisioning appear largely priced in or overshadowed by broader regional bank sentiment.

👀 Watch: Q3 2026 net interest margin trajectory as the Bremer merger integration progresses and rate environment evolves.

[Monitor SEC Filings @sec_filings_bot]

📄 $POOL · EARNINGS HIGHLIGHTS - POOL CORP

Q2 revenue rose 2.2% to $1.82B; GAAP EPS was flat at $5.17, while adjusted EPS grew 4% to $5.38.

📊 Rev $1.823B (+2.2%) · Adj. EPS $5.38 (flat (GAAP), +4% (adjusted)) · NI $188.1M · GM 29.7%
🟢 Beat Estimates · EPS $5.38 vs $5.33 est

🔷 Q2 net sales of $1.823B, up 2.2% YoY from $1.785B.
🔷 GAAP diluted EPS of $5.17 was flat YoY; adjusted diluted EPS of $5.38 rose 4%.
🔷 Gross margin was 29.7%; operating margin was 14.7%.
🔷 Net income fell 3% to $188.1M, pressured by $8.2M in CEO transition costs.

🟡 Market reaction: POOL shares are up +1.21% since the filing, trading at $194.47 in the regular session. The modest gain suggests the market viewed flat GAAP EPS and a 4% adjusted EPS increase as largely in line with expectations for the seasonal Q2 period.

👀 Watch: Inventory growth slowed to 4% YoY from 14% in Q1, watch whether peak-season sell-through normalizes inventory turns.

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📄 $SLB · EARNINGS HIGHLIGHTS - SLB LIMITED/NV

SLB Q2 net income fell 22% YoY to $786M on $8.97B revenue; diluted EPS dropped to $0.52 from $0.74.

📊 Rev $8.972B (+5.0%) · GAAP EPS $0.52 · NI $786M
🟢 Beat Estimates · EPS $0.55 vs $0.51 est

🔷 Revenue $8.97B, +5.0% YoY, driven by product sales up 17% to $3.77B.
🔷 Net income $786M, down 22% YoY from $1.01B; diluted EPS $0.52 vs. $0.74.
🔷 Merger & integration charges of $69M in Q2, up from $35M a year ago.
🔷 H1 2026 stock repurchases totaled $1.1B; long-term debt rose to $11.14B from $9.74B at year-end.

🟡 Market reaction: SLB down 1.37% to $49.30 in regular trading. The 22% YoY net income decline and rising merger charges likely weigh on sentiment despite the 5% revenue growth.

👀 Watch: Q3 2026 Production Systems segment momentum after sequential revenue jump from $3.51B to $3.77B.

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📄 $APH · EARNINGS HIGHLIGHTS - AMPHENOL CORP /DE/

Amphenol posted record Q2 sales of $8.8B, up 55% YoY, with orders of $10.7B driving a 1.23:1 book-to-bill.

📊 Rev $8.8B (+55%) · Adj. EPS $1.35 (+67% (Adjusted)) · Op margin 29.8% (Adjusted)
🟢 Beat Estimates · EPS $1.35 vs $1.18 est

🔷 Record Q2 sales of $8.8B, up 55% USD and 30% organically vs. Q2 2025.
🔷 Record orders of $10.7B produced a 1.23:1 book-to-bill ratio.
🔷 Adjusted Diluted EPS of $1.35 beat the high end of guidance, up 67% YoY.
🔷 CommScope acquisition now expected to deliver $4.6B in FY2026 sales and $0.30 EPS accretion.

🟢 Market reaction: APH rose 5.88% in the regular session to $152.30, adding $8.45. The move reflects a broad rally on the record orders, 1.23:1 book-to-bill, and Q3 guidance that implies sequential acceleration above the already-strong Q2.

👀 Watch: Q3 2026 guidance: sales $9.3B, $9.4B and Adjusted Diluted EPS $1.40-$1.42, both 50%+ above prior year.

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🔗 RECENT SEC FILINGS · SOURCE LINKS

CORZ · 8-K: https://t.co/1x92AwPcAk https://t.co/9gC4rC78cP

VRSK · 10-Q: https://t.co/PPwwEZKhI6 https://t.co/WCPsaQ9lr3

VMC · 8-K: https://t.co/ugr1n66Ytq https://t.co/UvZVBCTPUs

FLEX · 8-K: https://t.co/sb8UqztPhU https://t.co/9wJEppNAfQ

ETR · 8-K: https://t.co/Hcpq0OS70x https://t.co/dVdFk2YML4

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📄 $MCFN · DEAL UPDATE - McCarthy Finney, Inc.

McCarthy Finney's S-4 Amendment No. 3 outlines a reverse merger where Auddia shareholders get 20% economic interest while CEO Jeffrey Thramann controls 80% voting power.

🔷 Auddia shareholders will own approximately 20% of Holdco's economic interests post-merger.
🔷 Jeffrey Thramann will control 80% of Holdco voting power through Special Preferred Stock.
🔷 Thramann Holdings receives $3.5 million in Holdco Notes as part of the merger consideration.
🔷 Holdco will be a Nasdaq "controlled company" and may opt out of certain governance requirements.

🟡 Market reaction: Price data unavailable.

👀 Watch: Auddia stockholder vote on the Business Combination proposal; approval requires majority of outstanding shares.

[Monitor SEC Filings @sec_filings_bot]

📄 $ETR · EARNINGS HIGHLIGHTS - ENTERGY CORP /DE/

Entergy posted Q2 adjusted EPS of $1.03, flat YoY on a per-share basis, and affirmed its 2026 guidance range of $4.25-$4.45.

📊 Adj. EPS $1.03 (-1.9%) · NI $483M
🟡 Met Estimates

🔷 Q2 2026 adjusted EPS of $1.03 vs. $1.05 in Q2 2025, flat YoY on per-share basis.
🔷 Net income rose to $483M from $468M, but higher share count from equity forward settlements offset the gain.
🔷 Entergy completed a $2.175B common stock offering with a forward component during the quarter.
🔷 Entergy Texas was awarded an approximately $200M Texas Energy Fund grant for grid reliability.

🟡 Market reaction: Extended-hours trading shows ETR at $114.26, up +1.73% vs the regular close of $112.32, suggesting a modestly positive initial reaction to the in-line quarter and affirmed guidance. The regular session had not yet opened at filing time.

👀 Watch: Watch for Q3 2026 results to gauge whether the $2.175B equity offering's dilutive effect continues to pressure per-share earnings.

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🔗 RECENT SEC FILINGS · SOURCE LINKS

ODFL · 8-K: https://t.co/q6OqXo3j6M https://t.co/Z3kljvNk4Q

HLT · 10-Q: https://t.co/EWsLKVWZwq https://t.co/1YHPHhU7Oo

TXT · 10-Q: https://t.co/H9d1D2Ou9r https://t.co/dRVSVj5XY6

IQV · 10-Q: https://t.co/DYcFjUW3PM https://t.co/eK8PuqKBbe

RCL · 10-Q: https://t.co/pNZ1udN8sA https://t.co/UGL4ildsEV

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📄 $FLEX · 8-K FILING - FLEX LTD.

Flex announced the leadership roster for SpinCo, its Cloud and Power Infrastructure unit, ahead of a planned Q1 2027 separation.

🔷 Revathi Advaithi moves from Flex CEO to SpinCo CEO; Michael Hartung becomes Flex CEO.
🔷 CFO Kevin Krumm will join SpinCo as CFO; Flex is searching for a permanent replacement.
🔷 Bill Watkins named Non-Executive Chairman of SpinCo's board.
🔷 Spin-off targets Q1 2027 completion, pending shareholder vote and regulatory approvals.

🟡 Market reaction: Extended-hours trading shows shares down 4.63% to $108.03 vs. the regular close of $113.28. The CFO transition, Krumm departing Flex for SpinCo with no named successor, may be weighing on sentiment despite the leadership clarity.

👀 Watch: CFO search outcome and Form 10 registration statement filing for SpinCo ahead of Q1 2027 spin-off.

[Monitor SEC Filings @sec_filings_bot]

📄 $VMC · EARNINGS HIGHLIGHTS - Vulcan Materials CO

Aggregates cash gross profit per ton reached $12.02, up from $11.88 a year ago, with freight-adjusted pricing up 5% mix-adjusted.

📊 Rev $2,155.8M (+2.5%) · Adj. EPS $2.59 (+5.7% (adjusted)) · NI $323M · GM 29.0%
🟢 Beat Estimates · EPS $2.59 vs $2.46 est

🔷 Aggregates cash gross profit per ton rose to $12.02 vs. $11.88 YoY, a new high.
🔷 Freight-adjusted aggregates price increased 5% mix-adjusted (4% reported, +$0.86/ton).
🔷 Q2 net earnings of $323M ($2.47/share) vs. $321M ($2.43/share) a year ago.
🔷 Adjusted diluted EPS of $2.59 beat prior-year $2.45 and consensus expectations.

🟡 Market reaction: Extended-hours trading shows VMC at $293.30, up +1.69% from the regular close of $288.42, indicating a modestly positive initial reaction to the reaffirmed guidance and per-ton profitability gains. The regular session had not yet opened at filing time.

👀 Watch: Full-year Adjusted EBITDA guidance of $2.4-$2.6 billion; watch for Q3 shipment volumes after weather disruptions in Texas and Southeast.

[Monitor SEC Filings @sec_filings_bot]

📄 $VRSK · EARNINGS HIGHLIGHTS - Verisk Analytics, Inc.

Verisk earned $1.75/share in Q2 FY2026, down from $1.81 a year ago, as SG&A jumped 20.8% and interest expense surged 48.7%.

📊 Rev $806.3M (+4.4%) · GAAP EPS $1.75 · NI $228.6M · Op margin 45.1%
🟢 Beat Estimates · EPS $1.98 vs $1.93 est

🔷 Revenue $806.3M, +4.4% YoY, with six-month revenue of $1.59B (+4.1%)
🔷 GAAP EPS $1.75 vs. $1.81 prior year, a 3.3% decline
🔷 SG&A surged 20.8% YoY to $128.6M, far outpacing revenue growth
🔷 Interest expense jumped 48.7% to $52.8M on higher debt load

🟡 Market reaction: Extended-hours trading shows VRSK at $210.25, down 0.95% from the regular close of $212.31. The modest after-hours dip suggests the market is weighing the EPS decline and margin compression against steady top-line growth.

👀 Watch: Watch whether the $1.58B in share repurchases YTD continues at this pace, further deepening the stockholders' deficit.