AMC Entertainment Holdings, Inc.

AMC Q2 2026

Reported: 2026-07-22

AMC’s second quarter results materially outperformed expectations, driving a 13.4% jump in the stock as investors rewarded record revenue, a significant adjusted EBITDA surge, and strong free cash flow generation.

Key takeaways

Total revenue rose 14.2% year-over-year to approximately $1.6 billion, hitting an all-time quarterly high.
Adjusted EBITDA surged 70% year-over-year to $321.4 million, marking the first quarter above $300 million.
Free cash flow generation was robust at $190.1 million in Q2 2026.
Domestic ticket revenue increased 11.4%, outpacing overall box office growth of 10.7%, with European attendance up 18%.
Adjusted EBITDA margin expanded sharply from 13.6% last year to 20.1%, reflecting strong operating leverage and cost control.

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Domino's Pizza, Inc.

DPZ Q2 2026

Reported: 2026-07-22

Domino’s shares rose modestly (+1.3%) as strong order count growth offset a disappointing same-store sales performance driven by weaker ticket average and ineffective new product messaging.

Key takeaways

Total order counts increased meaningfully in Q2, with gains across delivery and carryout channels, including growth on aggregator platforms like Uber and DoorDash.
Same-store sales underperformed due to a ticket miss, largely attributed to the new premium series and Slice Sauce launch failing to resonate, following a lapping of prior-year Stuffed Crust Pizza success.
Management acknowledged the ticket drag was within their control and expects improvement in Q3 as promotional messaging adjusts and prior-year product mix normalizes.
The company continues to see substantial growth runway with only ~23% pizza category share vs. leading QSR competitors at 40%-50%.
Leadership transition underway with incoming CEO Joe Jordan emphasizing confidence in the brand’s franchise system, culture, and innovation pipeline.

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Dynex Capital, Inc.

DX Q2 2026

Reported: 2026-07-22

Dynex's shares declined 2.3% following Q2 results, reflecting investor caution despite solid book value growth and capital raises. The modest selloff signals skepticism about the sustainability of margin improvements and capital deployment in a challenging macro environment.

Key takeaways

Book value per share increased 2.4% sequentially to $12.90, driven by portfolio appreciation and accretive capital deployment.
Total economic return for the quarter was 6.4%, including $0.51 in dividends and $0.30 in portfolio value gains.
Net interest income rose slightly to $0.42 per share, supported by lower funding costs and yield-attractive investments.
Raised $391 million of new capital, deploying proceeds primarily into Agency MBS amid supportive spreads.
Liquidity strengthened to $1.6 billion (over 51% of equity), maintaining a conservative risk posture for flexibility amid macro uncertainty.

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Zions Bancorporation, National Association

ZION Q2 2026

Reported: 2026-07-22

Shares fell 4.5% as investors reacted negatively to cautious outlook commentary and modest net interest income growth, which fell short of driving more meaningful momentum despite disciplined expense management and steady capital markets performance.

Key takeaways

Reported EPS of $3.05 includes a $215 million pretax gain from Visa shares liquidation and a $37 million net unrealized gain on an SBIC investment; excluding these, EPS was $1.74, up 10% year-over-year.
Net interest income rose 2% sequentially to $677 million, with a stable net interest margin of 3.27%, showing limited margin expansion despite higher rates.
Customer-related noninterest income increased to $182 million, supported by capital markets fees which gained $8 million, driven by real estate and investment banking advisory services.
Adjusted noninterest expenses fell quarter-over-quarter to $546 million, reflecting seasonal compensation reductions and lower FDIC assessments.
Management’s outlook suggests only moderate growth in net interest income and fee-related income over the next year, signaling tempered expectations amid a challenging environment.

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Earnings Recaps

AMC Entertainment Holdings, Inc.

Domino's Pizza, Inc.

Dynex Capital, Inc.

Zions Bancorporation, National Association

Community

Earnings Recaps

AMC Entertainment Holdings, Inc.

Domino's Pizza, Inc.

Dynex Capital, Inc.

Zions Bancorporation, National Association

Community

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