Franco-Nevada reported second-quarter results with revenue rising 57% year over year to US$580.9 million. Gold equivalent ounces sold increased 18% to 132,405, while operating cash flow climbed 12% to US$482.5 million. Net income rose 43% to US$354 million, or US$1.84 per share. Following the earnings release, the stock edged down about 1% in after-hours trading.

Canadian energy producer Peyto reported record Q1 2026 production of 148,000 barrels of oil equivalent per day, up 10% year over year, alongside funds from operations of $293 million and earnings of $171 million. The company posted a 39% profit margin, its best in a decade, and said its realized natural-gas price was $4.69 per thousand cubic feet, helping it cut debt by $89 million in the quarter. Freehold also benefited from stronger pricing, with realized crude oil at $122 per barrel. The strong financial results at both companies support the sustainability of their monthly dividends.

TELUS said on July 31 it will cut its quarterly dividend to $0.1875 per share from $0.4184, lowering the annual payout to $0.75. The company expects the change to save about $2.7 billion through 2028 for debt reduction and will replace its prior dividend-growth approach with a payout target of 45% to 60% of trailing free cash flow. TELUS shares have recently traded around $13.25, about 42% below the $23.18 52-week high, implying a 5.6% dividend yield on the reset payout. Second-quarter free cash flow rose 2% year over year to $545 million.

Kinaxis reported second-quarter results with total revenue of US$158.8 million, up 16% year over year, while SaaS revenue rose 20% to US$106.5 million. Usage of scenario-planning activity on its platform continued to climb, with July up 30% from a year earlier. Average deal size nearly doubled from a year ago, annual recurring revenue increased 19% to US$465.6 million, and the company said it is winning large contracts more frequently.

Celestica (TSX: CLS) reported fiscal 2026 first-quarter revenue of $4.1 billion, up 53% year over year, while adjusted EPS rose 80% to $2.16. The company said growth was driven by its Connectivity & Cloud Solutions (CCS) unit, with communications revenue up 69% and enterprise revenue more than doubling. Celestica lifted its Q2 revenue outlook to $4.15 billion–$4.45 billion, or about 49% year-over-year growth at the midpoint. It also expects faster growth through fiscal 2026 and sees 2027 benefiting from mass production of 1.6T switching platforms and additional program wins.

Canada’s natural gas output hit a record 19 billion cubic feet per day in 2025, and set a monthly high of 20 billion cubic feet per day in November, as LNG exports began. LNG Canada Phase 1 entered production in the summer of 2025, with its first shipment exported to Asian markets in June 2025. The Canada Energy Regulator has said most future incremental gas supply is expected to flow to LNG exports. Tourmaline Oil (TSX:TOU) has lifted its 2026–2027 free cash flow outlook to about $900 million per year while maintaining a quarterly dividend of $0.50 per share, though the company faces exposure to North American gas-price volatility.

Alimentation Couche-Tard (TSX:ATD) has withdrawn its acquisition proposal for Seven & i Holdings and then restarted a share repurchase program for up to 77.1 million shares. In fiscal 2026’s fourth quarter, the company reported adjusted diluted EPS of US$0.73, up 58.7% year over year. It added 130 stores over the full year and had another 34 under construction, supported by demand for essentials such as fuel and convenience purchases amid persistent inflation in Canada.

Slate Grocery REIT (TSX:SRG.UN) said it has formed a special committee of independent trustees and launched a strategic review after receiving an unsolicited, non-public proposal from affiliates of Slate Asset Management. The REIT owns a portfolio of U.S. grocery-anchored shopping centres and ended 2025 with 94.4% occupancy, while renewal leases were signed at rents 14.9% above expiring levels. It said in-place rents remain well below market levels, leaving room for increases as leases roll over, and noted its debt cost is about 5% with property cap rates above its financing costs. The special committee has hired Evercore and other advisors to support its evaluation.

The Federal Reserve raised its 2026 PCE inflation forecast to 3.6% and lifted its projected terminal rate to 3.8%, signalling a more hawkish and cautious policy stance. The shift dampened expectations for interest-rate cuts later this year and sparked a broad selloff in global risk assets. The TSX fell 0.7%, led lower by precious-metals and industrial shares, while gold and silver weakened and oil extended its decline.