Earnings Brief

25 SEC 8-K Earnings Disclosures Flood In, Including Owens Corning, Extreme Networks, Utz Brands

On August 5, the SEC received 25 8-K Item 2.02 earnings disclosures. Companies across consumer, energy, financial, tech, and biotech sectors — including Owens Corning, Extreme Networks, and Utz Brands — reported quarterly results.

Justin Jeon·August 6, 2026 at 08:03·6 min

AIKey Summary

The SEC logged 25 8-K earnings filings across consumer, energy, finance, tech and biotech
Shopify jumped 17% and AppLovin sank 21% as earnings surprises and guidance shifts moved shares

The SEC received 25 8-K Item 2.02 (earnings release) filings on August 5, with results pouring in across the consumer, energy, financial, tech and biotech sectors.

Today's SEC Earnings Filings

Hamilton Beach Brands (HBB), NACCO Industries (NC), Edgewell Personal Care (EPC), Utz Brands (UTZ), Owens Corning (OC), and Gibraltar Industries (ROCK) were among the consumer and industrial companies that disclosed quarterly results via SEC 8-K Item 2.02 filings.

In the energy sector, Diversified Energy (DEC), Matador Resources (MTDR), Permian Resources (PR), and Valaris all filed earnings disclosures.

In finance and real estate, Palmer Square Capital BDC (PSBD), Granite Point Mortgage Trust, Barings BDC (BBDC), and Rand Capital (RAND) disclosed results.

In tech and media, Extreme Networks (EXTR), Digital Turbine (APPS), LiveRamp (RAMP), Sinclair (SBGI), and fuboTV (FUBO) reported earnings.

In biotech and other sectors, BioAge Labs (BIOA), Immuneering (IMRX), ADMA Biologics (ADMA), Rayonier (RYN), Redwire (RDW), and NeoStellar Capital (NSLR) filed earnings disclosures with the SEC.

Earnings Surprises & Guidance

According to The Motley Fool, Shopify (SHOP)'s Q2 results beat expectations and it raised its Q3 outlook, sending shares up 17%. Meanwhile, Uber (UBER) fell 5% despite solid booking growth, as its Q3 guidance disappointed.

According to StockStory, AppLovin (APP)'s Q2 revenue missed market expectations, sending shares plunging 21%. In contrast, TTM Technologies (TTMI) and Beyond Meat (BYND) both posted strong Q2 results along with upbeat revenue guidance for the next quarter.

According to Investor's Business Daily, IonQ (IONQ) beat expectations and raised guidance (excluding the impact of the SkyWater deal). CNBC and TradingKey reported that SanDisk (SNDK) topped both earnings and revenue estimates, with Q4 revenue surging 372% year-over-year to $8.965 billion — though its guidance sent mixed signals. The Motley Fool reported that SpaceX also posted revenue above expectations, but rising capital expenditures drew attention.

According to BusinessWire, Atmos Energy reported fiscal Q3 2026 results and maintained its full-year guidance.

Korean Company Earnings

According to YTN, SanDisk and Western Digital posted strong results on booming AI data center demand, while Samsung Electronics and SK Hynix reportedly expanded shareholder returns.

According to Weekly Donga, Hyundai and Kia posted record results in the US market, with hybrid vehicle sales up 52% year-over-year.

InteliView Deep Dive

Western Digital Q4 Revenue Jumps 44% YoY to $3.747B, But Shares Fall — Shares weak despite AI storage demand; guidance remains the key question
Uber Q2 Net Income Jumps 77% to $2.4B, But Shares Fall 5.7% on Weak Q3 Outlook — Echoes today's wire reports on Uber's share decline
Eli Lilly Q2 Revenue Hits $23B, Up 48% YoY — Raises Full-Year Outlook — For context on the biotech/healthcare earnings season
CVS Health Q2 Revenue Hits $106.1B, Net Income Triples — Raises Full-Year Outlook — Large-cap healthcare earnings continue to improve
Lucid Q2 Revenue Up 56% YoY to $405M, Loss Per Share Narrower Than Expected — For comparison across EV-sector earnings
Marriott Q2 Adjusted EPS of $3.19 Beats Estimates, RevPAR Up 3.4% but Middle East Lags — For context on consumer/travel-sector earnings

Related Assets

Gurus Holding This Stock

Bill AckmanUBER 20.3%

Mason HawkinsRYN 10.9%

Brad GerstnerUBER 10.1%

David TepperUBER 7.7%

Stephen MandelAPP 5.8%

Tom RussoUBER 4.9%

Chase ColemanAPP 4.4%

Marc AndreessenBIOA 4.4%

Cathie WoodSHOP 4.3%

Philippe LaffontAPP 4.0%

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