US Stock IR Daily – August 04, 2026 (13 reports)

• Duke Energy Corporation is scheduled to announce its financial results for the second quarter ended June 30, 2026, on August 4, 2026.
• The announcement will be made via a news release posted on the company’s website at duke-energy.com/investors.
• This news release is being furnished pursuant to Item 2.02 and Item 9.01(d) of a Form 8-K filed on August 4, 2026.
• The news release (Exhibit 99.1) will be attached to the Form 8-K.

This announcement from Duke Energy indicates that the company will be releasing its financial results for the second quarter of 2026. While specific figures are not yet disclosed, this event is a key scheduled disclosure for investors to assess the company’s recent performance. Details within the forthcoming news release regarding revenue, earnings, and any forward-looking statements could provide insights into Duke Energy’s operational health and future outlook.

• The Southern Company announced on August 3, 2026, the upsize and pricing of private offerings of its convertible senior notes.
• The offering for Series 2026A 2.125% Convertible Senior Notes due December 15, 2027, was upsized by $75 million to an aggregate principal amount of $725 million.
• The offering for Series 2026B 3.50% Convertible Senior Notes due September 15, 2029, was upsized by $150 million to an aggregate principal amount of $1.65 billion.
• The company also granted initial purchasers options to buy up to an additional $108.75 million of Series 2026A Convertible Notes and up to an additional $247.5 million of Series 2026B Convertible Notes.
• Concurrently with the pricing of the new convertible notes, Southern Company repurchased approximately $369 million aggregate principal amount of its Series 2024A 4.50% Convertible Senior Notes due June 15, 2027.

Southern Company’s decision to upsize its convertible note offerings may suggest a strategic move to raise additional capital, potentially to fund ongoing operations or future investments. Simultaneously repurchasing existing convertible notes could indicate an effort to manage debt maturity profiles, reduce future interest expenses, or optimize its capital structure. This combination of actions may reflect a proactive approach to financial management, balancing capital needs with debt optimization.

• On August 4, 2026, Prologis, Inc. announced the terms of a recommended offer to acquire the entire issued and to be issued share capital of SEGRO plc (“SEGRO”) through a “Rule 2.7 Announcement” under the United Kingdom City Code on Takeovers and Mergers.
• In connection with the Combination, Prologis and SEGRO entered into a Co-operation Agreement on August 4, 2026.
• Pursuant to the Combination, SEGRO shareholders will receive 0.0920 shares of common stock of Prologis, Inc. (“New Prologis Shares”) for each SEGRO ordinary share.
• SEGRO shareholders have the option to elect to receive cash in lieu of some or all of their New Prologis Shares, with the maximum aggregate amount of cash available under the partial cash alternative being approximately £3.5 billion.
• Each SEGRO shareholder’s basic entitlement under the partial cash alternative is equal to 25% of the fixed price of 1,031.7 pence per SEGRO ordinary share, meaning a shareholder electing this basic entitlement would receive 258 pence in cash and 0.0690 New Prologis Shares for each SEGRO ordinary share.

This announcement signals a significant strategic move by Prologis to acquire SEGRO plc, a UK-based real estate company. The structure of the deal, involving both new Prologis shares and a substantial partial cash alternative, suggests an effort to provide flexibility to SEGRO shareholders while expanding Prologis’s portfolio. The approximately £3.5 billion cash component underscores the scale of this proposed combination.

• Caterpillar Inc. announced its financial results for the quarter ended June 30, 2026, on August 4, 2026.
• This announcement was made pursuant to Item 2.02, “Results of Operations and Financial Condition,” of Form 8-K, with the press release attached as Exhibit 99.1.
• Concurrently, supplemental information was furnished under Item 7.01, “Regulation FD Disclosure,” of Form 8-K.
• The supplemental information details retail sales of machines to end users.
• It also includes retail sales of power systems (including reciprocating and turbine engines and locomotives) to both end users and Original Equipment Manufacturers (OEMs), attached as Exhibit 99.2.

Caterpillar’s latest disclosure provides investors with key insights into its recent quarterly performance and sales trends across its core business segments. The detailed financial results, coupled with specific retail sales statistics for machines and power systems, may offer a comprehensive view of the company’s operational health and market penetration. These statistics could be particularly useful for assessing demand trends in various industrial sectors and monitoring the overall economic environment impacting Caterpillar’s business.

• Merck & Co., Inc. filed a Form 8-K with the U.S. Securities and Exchange Commission on August 4, 2026.
• The Form 8-K pertains to the company’s earnings for the second quarter of 2026.
• An earnings press release issued on August 4, 2026, is incorporated by reference as Exhibit 99.1.
• Certain supplemental information not included in the press release is also incorporated by reference as Exhibit 99.2.
• Merck’s registered securities listed on the New York Stock Exchange include Common Stock (MRK) and various notes with different maturity dates and interest rates (e.g., 1.875% Notes due 2026 (MRK/26), 3.750% Notes due 2054 (MRK/54)).

Merck’s filing of Form 8-K for its Q2 2026 earnings provides investors with the latest financial disclosures. The inclusion of both an earnings press release and supplemental information suggests a comprehensive update on the company’s performance during the quarter. Investors may find it beneficial to review these detailed exhibits for insights into revenue, expenses, and other key financial metrics, which could influence perceptions of the company’s operational health and future outlook.

• On August 4, 2026, McDonald’s Corporation issued an investor release reporting its results for the second quarter and six months ended June 30, 2026.
• This announcement was made under Item 2.02, “Results of Operations and Financial Condition,” of Form 8-K.
• The investor release is filed as Exhibit 99.1 to the Form 8-K, titled “McDonald’s Reports Second Quarter 2026 Results.”
• Supplemental information (unaudited) for the second quarter and six months ended June 30, 2026, is also filed as Exhibit 99.2 to the Form 8-K.

McDonald’s recent filing of its Q2 and six-month results for 2026 provides investors with key financial data. The investor release and supplemental information contained within the Form 8-K will allow stakeholders to assess the company’s performance during this period. This information is crucial for understanding McDonald’s operational health and may influence future analytical perspectives on its market position and strategic direction.

• AT&T Inc. filed a Form 8-K Current Report with the U.S. Securities and Exchange Commission, dated August 3, 2026.
• The report lists various securities registered on exchanges, including the New York Stock Exchange (NYSE) and NYSE Texas (formerly Chicago Stock Exchange).
• Registered securities include Common Shares (Par Value $1.00 Per Share), Depositary Shares representing 5.000% Perpetual Preferred Stock, Series A, and Depositary Shares representing 4.750% Perpetual Preferred Stock, Series C.
• A comprehensive list of Global Notes with varying interest rates (e.g., from 0.800% to 7.000%) and maturity dates (e.g., from September 5, 2026, to November 1, 2066) are also registered.
• These Global Notes are identified by specific trading symbols such as “T 26D” and “T 26A.”

This 8-K filing by AT&T primarily serves as a routine disclosure, providing an update on the registration status of its diverse portfolio of securities. The extensive list of global notes with different maturities and interest rates may suggest that AT&T maintains a robust and varied approach to its financing activities. For investors, this information could be viewed as a reflection of the company’s ongoing capital structure management.

• Amgen Inc. issued a press release on August 4, 2026, announcing its unaudited results of operations for the second quarter of 2026.
• The announcement includes unaudited results for the three and six months ended June 30, 2026, and its unaudited financial position as of June 30, 2026.
• The company disclosed certain non-U.S. Generally Accepted Accounting Principles (GAAP) financial measures, including non-GAAP earnings per share, non-GAAP operating income, non-GAAP operating margin, non-GAAP tax rate, and sub-components of non-GAAP operating expenses.
• Reconciliations for these non-GAAP financial measures to the most directly comparable GAAP financial measures are provided within the press release.
• Exclusions from GAAP measures for non-GAAP calculations include acquisition-related expenses, such as amortization and impairment of developed-product-technology rights, licensing rights, R&D technology rights, marketing-related rights, step-up to fair value of acquired inventory, and net impairment charges of in-process R&D assets.

Amgen’s release of its Q2 2026 unaudited results provides investors with key financial performance data. The inclusion of non-GAAP financial measures, along with their reconciliations to GAAP, may offer a supplementary perspective on the company’s operational activities by excluding acquisition-related charges. Investors often review these adjusted metrics to understand core business profitability, and this report allows for such an analysis.

• Booking Holdings Inc. filed a Form 8-K Current Report with the United States Securities and Exchange Commission on August 4, 2026.
• The filing was made pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934.
• Registered securities include Common Stock with a par value of $0.008 per share (Trading Symbol: BKNG), listed on The NASDAQ Global Select Market.
• A comprehensive list of Senior Notes with various interest rates and maturity dates, ranging from 2026 to 2046, is also registered. Examples include 4.000% Senior Notes Due 2026 (BKNG 26) and 4.500% Senior Notes Due 2046 (BKNG 46), all listed on The NASDAQ Stock Market LLC.

Booking Holdings’ 8-K filing provides an official update on its registered securities, which is a standard disclosure for public companies. The detailed listing of various senior notes, alongside common stock, offers insights into the company’s capital structure and financing activities. Such disclosures are generally seen as contributing to market transparency and may be of interest to investors seeking to understand the company’s financial instruments.

• Gilead Sciences, Inc. announced its financial results for the quarter ended June 30, 2026, on August 4, 2026.
• This announcement was made via a Form 8-K filing with the U.S. Securities and Exchange Commission (SEC).
• A press release detailing the financial results (Exhibit 99.1) is filed as an exhibit to the 8-K report.
• Gilead has presented certain financial information in accordance with U.S. generally accepted accounting principles (GAAP) and also on a non-GAAP basis.
• A reconciliation between GAAP and non-GAAP financial information is provided in tables on pages 10, 11, 12, and 13 of the attached press release.

This announcement from Gilead Sciences indicates the disclosure of their Q2 2026 financial performance. The provision of both GAAP and non-GAAP financial metrics suggests an attempt to offer a comprehensive view of the company’s operational results, as management uses non-GAAP information internally for planning. Investors may find it beneficial to review the full press release to understand the specific details and reconciliations between the GAAP and non-GAAP figures, which could provide insights into the company’s financial health and management’s operational perspective.

• Emerson Electric Co. filed a Form 8-K on August 4, 2026.
• The filing reports the issuance of a press release concerning the company’s third-quarter results under “Item 2.02 Results of Operations and Financial Condition.”
• A copy of the press release is furnished as Exhibit 99.1 to this Form 8-K.
• “Underlying orders” in the press release refer to the company’s trailing three-month average orders growth versus the prior year, excluding currency, and significant acquisitions and divestitures.
• The press release contains non-GAAP financial measures as defined in Regulation G under SEC rules.

This Form 8-K filing by Emerson Electric serves as an official notification to investors that the company’s third-quarter results have been released. The inclusion of non-GAAP financial measures, as is common practice, suggests the company may use these metrics to provide additional insight into its performance beyond traditional GAAP figures. The explicit definition of “underlying orders” could indicate a focus on presenting core business growth trends, which may be worth monitoring by investors.

• Advanced Micro Devices, Inc. (“AMD”) announced its financial results for its second quarter of 2026, which ended June 27, 2026, on August 4, 2026.
• This announcement was made through a Form 8-K filed with the United States Securities and Exchange Commission (“SEC”).
• Attached to the Form 8-K are a press release dated August 4, 2026 (Exhibit 99.1) and a Second Quarter 2026 Financial Results Presentation (Exhibit 99.2).
• The attached exhibits contain financial results presented on a U.S. Generally Accepted Accounting Principles (“GAAP”) basis, as well as certain non-GAAP financial information and forward-looking financial guidance.
• Reconciliations of these non-GAAP financial measures to their nearest GAAP equivalents are provided in the data tables within the attached exhibits.

AMD’s release of its Q2 2026 financial results provides key data for investors to assess the company’s recent performance. The inclusion of both GAAP and non-GAAP financial information allows for a comprehensive view of the company’s financial health and operational efficiency. Investors may find it particularly useful to review the non-GAAP measures, as they often highlight aspects of the business that management emphasizes, potentially offering insights into future strategic directions.

• General Dynamics Corporation filed a Form 8-K with the U.S. Securities and Exchange Commission (SEC) on August 4, 2026.
• The company filed a prospectus supplement, dated August 4, 2026, with the SEC relating to its offer to rescind (the “Rescission Offer”) the acquisition of up to 1,010,925 shares of the company’s common stock, par value $1.00 per share.
• This prospectus supplement was filed pursuant to the company’s automatic shelf Registration Statement on Form S-3 (File No. 333-297821), which was filed with the SEC on July 30, 2026.
• The Form 8-K included the legal opinion of Gibson, Dunn & Crutcher LLP regarding the validity of the shares covered by the prospectus supplement.

General Dynamics’ 8-K filing indicates the company is proceeding with a Rescission Offer for a specific number of its common shares. A Rescission Offer is typically made when a company identifies an issue with a prior securities offering and offers to buy back the shares from investors to remedy the situation. The inclusion of a legal opinion from Gibson, Dunn & Crutcher LLP suggests the company is ensuring compliance with legal requirements for this process. This type of filing provides transparency regarding the company’s efforts to address past transactional matters and maintain regulatory adherence, which can be viewed by investors as a measure of corporate governance.