Cohen & Steers Inc (CNS) Q2 2026 Earnings Call Highlights: Strong Net Inflows

COHEN & STEERS, INC. (CNS) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.2 3 cns-earningsreleasex63026e.htm CNS EARNINGS RELEASE Document COHEN & STEERS REPORTS RESULTS FOR SECOND QUARTER 2026 Strong AUM growth, positive net inflows and continued progress on strategic initiatives • Diluted EPS of $0.95; $0.85, as adjusted • AUM reaches $100.1 bi

Mayville Engineering (NYSE:MEC) said data center and critical power should be about 20% of 2026 revenue. It won about $40M of new awards in the segment, with production and revenue expected to start in 2027. MEC raised Q3 sales to $160M-$170M and FY sales to $620M-$650M, kept adjusted EBITDA at $52M-$60M, and cut free cash flow to $7M-$15M. It completed a common-stock offering raising about $94M net proceeds.

Manulife Financial’s Q2 earnings call covered Hong Kong sales mix, China regulatory/tax enforcement questions, and Global Wealth and Asset Management flows. Manulife reported CAD 4 billion net inflows in Global WAM, core earnings up 9%, and LICAT 136%. It also announced a Munich Re reinsurance deal transferring CAD 3.2 billion long-term care reserves and expects CAD 30 million foregone core earnings in year one.

Miller Industries (NYSE:MLR) said it expects full-year EPS to be in line with 2025 results and gross margins to return to historical levels, targeting mid-13% for 2026. Management cited stable domestic towing demand and noted military commitments exceeding $200 million, with revenue mainly in 2028-2029. Q2 cash was $65.6M and debt fell $20M; it returned $4.9M to shareholders.

Grindr CEO George Arison said the dating app is shifting to an AI-native approach, using AI coding tools and expecting AI token costs of about $6 million this year. In Q2, Grindr reported revenue of $138 million, up 33% year over year, beating an estimated $132 million, with paying users up 16% to 1.4 million. Full-year 2026 guidance was raised to about $540 million revenue and $232 million adjusted EBITDA.

Mativ (NYSE:MATV) reported Q2 adjusted EBITDA of $50 million, up more than 18%, and segment margin up 210 bps to 15.3% as pricing offset inflation. Healthcare operations at its Knoxville facility normalized after an outage. Net debt fell to $908 million and net leverage improved to 3.8x. A Menasha, Wisconsin tornado is expected to cut Q3 sales by $20M to $25M.