Earnings season: Major companies report Q2-Q3 2026 results
Multiple public companies released earnings transcripts Aug 10-11, covering government real estate, materials, sports entertainment, and other sectors.
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Summary, timeline and people extracted by Claude from 24 items across 2 sources · 3h ago. Quotes are verbatim.
A batch of earnings call transcripts were published by The Motley Fool and Yahoo Finance on August 10-11, 2026, from companies including Easterly Government Properties, Cabot Corporation, TKO Group Holdings, and others. The companies reported on quarterly performance, strategic initiatives, and capital allocation decisions across diverse industries.
- Easterly Government Properties exceeded long-term growth targets with 5.4% core FFO per share growth in Q2 2026, while pursuing investment-grade rating and a $1.5 billion acquisition pipeline.
- Cabot Corporation announced CEO succession, with Erica McLaughlin taking over from Sean Keohane on September 30, 2026, while shifting Battery Materials strategy to brownfield expansions.
- TKO Group Holdings raised full-year guidance following strong Q2 results driven by record UFC gates and FIFA World Cup hospitality sales, positioning live sports as resilient to AI disruption.
- Multiple companies across sectors published earnings results during August 10-11, 2026, reflecting broad corporate earnings season activity.
How it unfolded
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Several additional companies published Q2 2026 earnings call transcripts including Willis Lease Finance, Superior Group, Shoals Technologies, Core Molding Technologies, Trex, and PSEG.
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AMETEK published its Q2 2026 earnings call transcript on August 11.
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Snap published its Q2 2026 earnings call transcript on August 11.
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Fresenius Medical Care published its Q2 2026 earnings call transcript on August 11.
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Easterly Government Properties announced Q2 2026 results with 5.4% year-over-year core FFO per share growth, improved guidance, and strategic focus on converting a $1.5 billion acquisition pipeline while pursuing an additional investment-grade credit rating by 2027.
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Cabot Corporation reported Q3 2026 results and announced that Erica McLaughlin will succeed Sean Keohane as President and CEO effective September 30, 2026. The company is shifting from greenfield to brownfield expansion in Battery Materials for improved capital efficiency.
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TKO Group Holdings raised full-year guidance following Q2 2026 earnings, highlighting record gates for UFC events and record hospitality sales for the FIFA World Cup. Management emphasized live sports' defensive characteristics against AI disruption.
“TKO's unique ability to deliver one-on-one live events and experiences was front and center in the second quarter.”
Ariel Emanuel · Mastodon ↗
What people are saying verbatim
“This quarter, we delivered year-over-year core FFO per share growth of 5.4% and as many of you know, this is above our 2% to 3% stated long-term growth target.”
Darrell Crate, President and CEO, Easterly Government Properties · Easterly Government Properties Q2 2026 Earnings Call Transcript ↗ · Aug 9
“After nearly 25 years with Cabot, including the last 10 years as President and CEO, I have decided to retire effective at the end of the fiscal year on September 30, 2026.”
Sean Keohane, CEO and President, Cabot Corporation · Cabot Corporation Q3 2026 Earnings Call Transcript ↗ · Aug 9
“TKO's unique ability to deliver one-on-one live events and experiences was front and center in the second quarter.”
Ariel Emanuel, Executive Chair and CEO, TKO Group Holdings · TKO Group Holdings Q2 2026 Earnings Call Transcript ↗ · Aug 9
“Nothing illustrates this better than UFC Freedom 250 held in June. This event was a roaring success for our company, the UFC brand and the sport of mixed martial arts.”
Ariel Emanuel, Executive Chair and CEO, TKO Group Holdings · TKO Group Holdings Q2 2026 Earnings Call Transcript ↗ · Aug 9
“The business model provides defensive characteristics against potential AI disruption because live sports content cannot be easily manufactured.”
TKO Group Holdings, Management · TKO Group Holdings Q2 2026 Earnings Call Transcript ↗ · Aug 9
Voices from the web unedited
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Lincoln Educational Services (LINC) Q2 2026 Earnings Call Transcript https://www. fool.com/earnings/call-transcr ipts/2026/08/10/lincoln-educational-services-linc-q2-2026-earnings-call-transcript/?utm_source=flipboard&utm_medium=activitypub
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Core Molding Technologies (CMT) Q2 2026 Earnings Call Transcript https://www. fool.com/earnings/call-transcr ipts/2026/08/11/core-molding-technologies-cmt-q2-2026-earnings-call-transcript/?utm_source=flipboard&utm_medium=activitypub
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Fresenius Medical Care (FMS) Q2 2026 Earnings Call Transcript https://www. fool.com/earnings/call-transcr ipts/2026/08/11/fresenius-medical-care-fms-q2-2026-earnings-call-transcript/?utm_source=flipboard&utm_medium=activitypub
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Willis Lease Finance (WLFC) Q2 2026 Earnings Call Transcript https://www. fool.com/earnings/call-transcr ipts/2026/08/11/willis-lease-finance-wlfc-q2-2026-earnings-call-transcript/?utm_source=flipboard&utm_medium=activitypub
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Skyward Specialty (SKWD) Q2 2026 Earnings Call Transcript https://www. fool.com/earnings/call-transcr ipts/2026/08/11/skyward-specialty-skwd-q2-2026-earnings-call-transcript/?utm_source=flipboard&utm_medium=activitypub
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Superior Group (SGC) Q2 2026 Earnings Call Transcript https://www. fool.com/earnings/call-transcr ipts/2026/08/11/superior-group-sgc-q2-2026-earnings-call-transcript/?utm_source=flipboard&utm_medium=activitypub
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Boise Cascade (BCC) Q2 2026 Earnings Call Transcript https://www. fool.com/earnings/call-transcr ipts/2026/08/10/boise-cascade-bcc-q2-2026-earnings-call-transcript/?utm_source=flipboard&utm_medium=activitypub
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LGI Homes (LGIH) Q2 2026 Earnings Call Transcript https://www. fool.com/earnings/call-transcr ipts/2026/08/11/lgi-homes-lgih-q2-2026-earnings-call-transcript/?utm_source=flipboard&utm_medium=activitypub
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Opendoor (OPEN) Q2 2026 Earnings Call Transcript https://www. fool.com/earnings/call-transcr ipts/2026/08/11/opendoor-open-q2-2026-earnings-call-transcript/?utm_source=flipboard&utm_medium=activitypub
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Compass (COMP) Q2 2026 Earnings Call Transcript https://www. fool.com/earnings/call-transcr ipts/2026/08/11/compass-comp-q2-2026-earnings-call-transcript/?utm_source=flipboard&utm_medium=activitypub