Ridgepost Capital, Inc. (RPC): Results of Operations and Financial Condition

Ridgepost Capital (NYSE:RPC) reported Q2 CY2026 revenue of $80.91 million, up 11% year on year, exceeding Wall Street estimates by 3.1%, according to the company. Non-GAAP EPS was $0.24, 5.5% above consensus. The firm reported AUM of $34.3 billion, up 18.8% year on year, and the stock rose 5.3% to $9.52 after results.

Ridgepost Capital, Inc. (RPC) filed an SEC Form 8-K — Completion of Acquisition or Disposition of Assets. EX-10.2 2 rpc-ex10_2.htm EX-10.2 EX-10.2 Exhibit 10.2 Execution Version INCREASE AGREEMENT INCREASE AGREEMENT, dated as of June 11, 2026 (this “ Agreement ”), to the Amended and Restated Credit Agreement, dated as of August 1, 2024 (as amended, supplemented or otherwise modified

Janus Living (NYSE:JAN) reported sequential same-store NOI margin down 40 bps, citing seasonality. Occupancy rose for independent living but fell for skilled nursing. The company acquired two communities for $105M, sold one for $23M, and completed $1B more acquisitions post-quarter. It raised 2026 FFO guidance to $0.95-$0.98 and same-store adjusted NOI growth to 13%-17%.

Joby Aviation (NYSE:JOBY) raised full-year revenue guidance to $115 million to $125 million from $105 million to $115 million. Q2 cash use was about $202 million and GAAP net loss was $245 million, including a $108 million non-cash warrant and earn-out fair value change. For 2H 2026, it expects $385 million to $415 million cash use. The company said aircraft availability is a key constraint on Blade routes and outlined manufacturing, infrastructure, and JV plans with Toyota.

James Hardie (NYSE:JHX) said about one-third of fiber-cement growth came from strategic initiatives, one-third from prior-year destocking comparisons, and the rest from price and mix. June sell-through rose 19%. Deck, Rail & Accessories sales fell 5% to $305.1M with 27.1% Adjusted EBITDA margin. Q2 net sales forecast $1.485B-$1.575B and FY2027 outlook raised; FCF Q1 was $254M and it redeemed $400M notes.

ORIX (NYSE: IX) discussed Q1 results and outlook on an earnings call, including potential Q3 Kioxia sale and valuation losses tied to Kioxia’s end-September share price. ORIX shifted its dividend basis to adjusted profits, targeting an interim dividend of JPY 107.27 per share and full-year JPY 187.36. It reported JPY 115.7B capital gains and about JPY 300B capital-recycling inflows, and continued a JPY 250B buyback.