1,106 material Form 8-K filings that 909 companies we cover made with the SEC in June 2026, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). All of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
i3 Verticals furnished an investor presentation with financial results for the three months ended March 31, 2026, for use at the Baird conference on June 3, 2026 and the Davidson conference on June 11, 2026. The presentation shows revenue up 6% year over year to $57.5 million, recurring revenue up 12% to $45.9 million, and adjusted EBITDA up 5% to $16.6 million. The filing text does not include new guidance.
Revenue of $57.5 million for the quarter ended March 31, 2026, up from $54.1 million a year earlier
Annualized recurring revenue of $183.5 million, up 12% year over year
GAAP diluted EPS from continuing operations of $0.07, versus $0.04 a year earlier; adjusted diluted EPS of $0.32, versus $0.29
Free cash flow from continuing operations of $10.9 million for the quarter
GameStop reported first-quarter results for the 13 weeks ended May 2, 2026, with net sales up 14% to $835.3 million from $732.4 million, and net income of $389.6 million versus $44.8 million a year earlier. A $268.4 million unrealized gain on a derivative asset tied to eBay shares contributed to the profit, and diluted EPS was $0.66 versus $0.09. The board also approved a new discretionary $2.0 billion share repurchase authorization through June 2, 2029, which may be terminated at any time.
Net sales were $835.3 million, up from $732.4 million, with collectibles rising to $348.9 million from $211.5 million.
Net income was $389.6 million versus $44.8 million; it includes a $268.4 million unrealized gain on a derivative asset tied to eBay shares.
Operating income was $143.3 million, compared with an operating loss of $10.8 million a year earlier.
On June 2, 2026, the board approved a $2.0 billion repurchase authorization through June 2, 2029, replacing the March 2019 authorization.
Sportsman's Warehouse reported first quarter 2026 results for the thirteen weeks ended May 2, 2026, with net sales up 2.8% to $256.1 million and same store sales up 2.1%. The net loss widened to $21.8 million from $21.3 million a year earlier, while diluted loss per share was unchanged at $(0.56), and the company reaffirmed its full-year 2026 guidance.
Net sales rose 2.8% to $256.1 million from $249.1 million; same store sales rose 2.1%.
Net loss was $21.8 million, compared with $21.3 million a year earlier; diluted loss per share was $(0.56) in both periods.
Adjusted EBITDA was a loss of $8.1 million, compared with a loss of $9.0 million a year earlier.
For fiscal 2026 the company reiterated same store sales guidance of down 1.0% to up 2.0% and adjusted EBITDA of $30 million to $36 million.
Palo Alto Networks reported fiscal third-quarter 2026 results for the period ended April 30, 2026. Revenue rose 31% to $3.0 billion, and non-GAAP earnings per diluted share rose to $0.85 from $0.80, but the company posted a GAAP net loss of $177 million, compared with GAAP net income of $262 million a year earlier. The company also gave fiscal 2026 revenue guidance of $11.415 billion to $11.425 billion.
Total revenue of $3.0 billion, up 31% year over year, including $388 million from CyberArk and Chronosphere.
GAAP net loss of $177 million, or $(0.22) per diluted share, versus GAAP net income of $262 million, or $0.37 per diluted share, a year earlier.
Non-GAAP net income of $684 million, or $0.85 per diluted share, versus $0.80 a year earlier.
Fiscal fourth-quarter revenue guidance of $3.345 billion to $3.355 billion; fiscal 2026 revenue guidance of $11.415 billion to $11.425 billion, up 24%.
Ulta Beauty reported first-quarter fiscal 2026 results for the period ended May 2, 2026, with net sales up 11.1% to $3.2 billion and diluted EPS up 15.5% to $7.74. The company raised its fiscal 2026 diluted EPS outlook to $28.36 to $28.80 and its operating income growth outlook to 6.5% to 9%, while leaving net sales, comparable sales and capital expenditure guidance unchanged. Shareholders benefit from higher profit and $555.0 million in share repurchases, though SG&A expenses rose 14.6%, faster than net sales.
Net sales rose 11.1% to $3.2 billion and comparable sales rose 5.3%; operating income rose 11.6% to $448.3 million.
Diluted EPS was $7.74 versus $6.70 a year earlier; net income was $340.5 million.
Fiscal 2026 diluted EPS outlook raised to $28.36 to $28.80 from $28.05 to $28.55; operating income growth outlook raised to 6.5% to 9% from 6% to 9%.
Repurchased $555.0 million of common stock; $1.3 billion remained under the $3.0 billion program as of May 2, 2026.
Yesway reported first-quarter 2026 results for the three months ended March 31, 2026, with net income of $30.2 million compared with a net loss of $5.6 million a year earlier. The company also introduced fiscal 2026 guidance, including Adjusted EBITDA of $210 million to $220 million. The figures are for predecessor BW Ultimate Parent, LLC, because Yesway completed its initial public offering in April 2026.
Revenues rose to $683.6 million from $600.3 million in the prior-year quarter.
Net income was $30.2 million, versus a net loss of $5.6 million; Adjusted EBITDA rose to $59.2 million from $27.8 million.
Fiscal 2026 guidance: Adjusted EBITDA of $210 million to $220 million, capital expenditures of $85 million to $95 million, and 6 to 8 new stores.
The company expects to sell its 29 Iowa and Kansas stores by the end of 2026.
Victoria's Secret & Co. reported first quarter 2026 net sales of $1.560 billion, up 15% and above its guidance range of $1.490 billion to $1.525 billion, and diluted EPS of $0.56 compared with a loss of $0.02 a year earlier. The company raised its full-year 2026 net sales and adjusted operating income guidance, which signals stronger expected results for shareholders.
Q1 net sales of $1.560 billion, up 15% from $1.353 billion; comparable sales rose 13%.
Q1 diluted EPS of $0.56 versus a loss of $0.02 a year earlier; adjusted EPS of $0.60 versus guidance of $0.20 to $0.30.
FY2026 net sales guidance raised to $7.030 billion to $7.130 billion from $6.850 billion to $6.950 billion.
FY2026 adjusted operating income guidance raised to $550 million to $580 million from $430 million to $460 million.
Signet Jewelers reported first quarter fiscal 2027 sales of $1,553.6 million, up from $1,541.6 million a year earlier, with same store sales up 1.8%. GAAP operating income fell to $36.9 million from $48.1 million after $41.7 million of restructuring and related charges, while adjusted diluted EPS rose to $1.56 from $1.18 and the company raised its full-year adjusted diluted EPS guidance to $9.20 to $11.00.
Sales of $1,553.6 million vs. $1,541.6 million in Q1 of fiscal 2026; same store sales up 1.8%.
GAAP operating income of $36.9 million vs. $48.1 million, including $41.7 million of restructuring and related charges, largely non-cash and mainly tied to the James Allen transition.
Diluted EPS of $0.78, flat year over year; adjusted diluted EPS of $1.56 vs. $1.18.
Fiscal 2027 adjusted diluted EPS guidance raised to $9.20 to $11.00 from $8.80 to $10.74; quarterly dividend of $0.35 per share declared, and a $50 million accelerated share repurchase planned this month.
Dollar General reported first-quarter fiscal 2026 results for the 13 weeks ended May 1, 2026, with net sales up 3.4% to $10.8 billion and diluted EPS up 12.4% to $2.00. The company raised its fiscal 2026 diluted EPS guidance to $7.20 to $7.45 from $7.10 to $7.35, and shareholders at the May 28 annual meeting approved executive pay on an advisory basis, ratified Ernst & Young as auditor, and rejected three shareholder proposals.
Diluted EPS was $2.00 versus $1.78 a year earlier; operating profit rose 10.8% to $638.5 million.
Same-store sales increased 2.0%, including a 1.4% increase in customer traffic.
Fiscal 2026 diluted EPS guidance was raised to $7.20 to $7.45; net sales growth guidance of 3.7% to 4.2% was unchanged.
The Board declared a $0.59 per share quarterly dividend on June 1, payable on or before July 21, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.