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Applied Aerospace & Defense (NYSE:AADX) reported record second-quarter 2026 revenue of $167.3 million, up 47.4% year-over-year, while contract backlog exceeded $1.1 billion.

Liquidia (NASDAQ:LQDA) reported second-quarter 2026 revenue of $171.7 million, compared with $8.8 million a year earlier, driven mainly by YUTREPIA net product sales of $170.4 million.

BrainsWay (NASDAQ:BWAY) reported record second-quarter 2026 revenue of $17.1 million, up 35% year-over-year, while adjusted EBITDA increased 141% to $3.5 million.

Similarweb (NYSE:SMWB) reported second-quarter 2026 revenue of $77.2 million, up 9% year-over-year, while the company surpassed $300 million in annual recurring revenue during June.

Performance Food Group (NYSE:PFGC) reported fourth-quarter fiscal 2026 net sales of $18 billion, up 6.4% year-over-year, as total case volume increased 3.5%.

Kontoor Brands (NYSE:KTB) reported second-quarter 2026 revenue of $584 million, up 19% year-over-year, driven by $114 million in Helly Hansen revenue and 2% growth from Wrangler.

Trimble (NASDAQ:TRMB) reported second-quarter 2026 revenue of $972 million, up 11% year-over-year and 10% organically, with annualized recurring revenue reaching a record $2.51 billion.

Brinker International (NYSE:EAT) reported fourth-quarter fiscal 2026 total revenues of $1.54 billion, with net income increasing to $131.1 million and diluted EPS reaching $2.99.

Andrew Hollenhorst, chief US economist at Citi, discusses the outlook for today's US inflation report. "If we get a cool reading again this month, and we think that we will, then you have more of a trend toward cooling inflation," Hollenhorst tells Bloomberg Television. "And that's just a very, very different story than what we've been hearing from some Fed officials."

Bio-Techne (NASDAQ:TECH) reported fourth-quarter FY2026 net sales of $321.2 million, up 1% year-over-year on a reported basis and 3% organically, while GAAP EPS improved to $0.35.

Valens Semiconductor (NYSE:VLN) reported second-quarter 2026 revenue of $18.1 million, up about 6% year-over-year and above its $17.2–$17.6 million guidance.

Allot (NASDAQ:ALLT, TASE:ALLT) reported second-quarter 2026 revenue of $27.7 million, up 15% year-over-year, as SECaaS revenue increased 47% to $9.4 million.