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).
Pershing Square Inc. furnished a financial supplement for the quarter ended March 31, 2026 and the month ended April 30, 2026 as Exhibit 99.1 to a Form 8-K. For Q1 2026, fee-related earnings rose to $47.7 million from $42.4 million, while distributable earnings fell to $47.8 million from $52.3 million and the company reported a net loss attributable to PS Holdco of $147.6 million, compared with net income of $19.7 million a year earlier. The supplement also shows assets under management of $33.0 billion at April 30, 2026, up from $26.6 billion at March 31, 2026, after the combined IPO and NYSE listing closed on April 30, 2026.
Q1 2026 fee-related earnings were $47.7 million, up from $42.4 million in Q1 2025; distributable earnings were $47.8 million, down from $52.3 million.
Q1 2026 net loss attributable to PS Holdco was $147.6 million, compared with net income of $19.7 million in Q1 2025.
Total AUM for core funds and HHH rose to $33.0 billion at April 30, 2026 from $26.6 billion at March 31, 2026, including $4,879.3 million of PSUS IPO net proceeds.
The combined IPO and NYSE listing closed April 30, 2026; the company will disclose financial supplements for completed fiscal periods only going forward.
CooperCompanies reported fiscal second-quarter 2026 revenue of $1.082 billion, up 8%, and non-GAAP diluted EPS of $1.21, up 26%, while a $271.6 million net litigation charge tied to the December 2023 CooperSurgical embryo culture media recall produced a GAAP net loss of $77.9 million. The company said it has reached settlements covering over 95% of claimants and expects most payments to be made in fiscal 2026, and it updated its fiscal 2026 guidance.
Revenue of $1.082 billion, up 8% from a year earlier and up 5% organically
GAAP diluted EPS of $(0.40) versus $0.44 a year earlier; non-GAAP diluted EPS of $1.21 versus $0.96
$271.6 million net pre-tax litigation charge in SG&A: $324.1 million accrued liabilities less $52.5 million expected insurance recoveries
Fiscal 2026 guidance: total revenue of $4.285 to $4.321 billion and non-GAAP diluted EPS of $4.58 to $4.66
Quanex reported results for the three months ended April 30, 2026. Net sales rose 2.2% to $462.4 million, but net income fell to $3.4 million, or $0.07 per diluted share, from $20.5 million, or $0.44, as rapid cost increases and lower volumes pressured margins. Management expects to recover some of the shortfall in the second half if volumes follow normal seasonality and inflationary pressure subsides.
Net sales were $462.4 million, up from $452.5 million, mainly from pricing, including tariff-related recoveries, and foreign exchange.
Gross margin was 25.5% versus 29.0% a year earlier; adjusted diluted EPS was $0.25 versus $0.63.
Adjusted EBITDA was $44.2 million versus $63.1 million in the prior-year quarter.
As of April 30, 2026, total debt was $715.0 million, leverage was 3.1x net debt to LTM adjusted EBITDA, and liquidity was $328.6 million.
Wealthfront reported fiscal first quarter 2027 results for the period ended April 30, 2026. Revenue rose 7% year-over-year to $90.5 million and Total Platform Assets reached a record $96.6 billion, but GAAP diluted net income fell 51% to $12.8 million, mainly due to higher stock-based compensation tied to dual-trigger stock awards recognized after the IPO.
Total revenue of $90.5 million, up 7% from $84.5 million a year earlier
GAAP diluted net income of $12.8 million, down from $25.9 million; diluted EPS of $0.07 versus $0.18
Stock-based compensation of $17.1 million versus $1.9 million a year earlier, driven by dual-trigger awards following the IPO
Adjusted EBITDA of $37.5 million, down 1%; the company repurchased over 3 million shares for over $27 million in the quarter
Zumiez reported first-quarter fiscal 2026 net sales up 4.9% to $193.3 million and an operating loss of $15.2 million, against $19.9 million a year earlier. Net loss was $13.3 million, or $0.82 per share, versus $14.3 million, or $0.79 per share, a year earlier, so the per-share loss widened even as the dollar loss narrowed. The company also gave second-quarter guidance of $210 million to $215 million in net sales and a loss of $0.08 to $0.23 per share.
Comparable sales rose 4.0% in the first quarter ended May 2, 2026; comparable sales fell 0.1% in the four weeks ended May 30, 2026.
Net loss was $13.3 million, or $0.82 per share, compared with $14.3 million, or $0.79 per share, a year earlier.
Second-quarter guidance for the three months ending August 1, 2026: net sales of $210 million to $215 million and a loss of $0.08 to $0.23 per share.
Cash and current marketable securities were $124.2 million on May 2, 2026, up from $101.0 million a year earlier; the company repurchased $6.2 million of stock in the quarter.
Samsara reported first-quarter fiscal 2027 revenue of $478.8 million, up 31% from $366.9 million a year earlier, and GAAP net income of $44.5 million, or $0.08 per share, compared with a loss of $0.04 per share a year earlier. The result includes a $30.3 million arbitration gain from its Motive matter, and the company expects revenue of $482 million to $484 million in the second quarter and $2.005 billion to $2.013 billion for fiscal 2027.
Total revenue of $478.8 million, up 31% year over year; ending ARR of $1.991 billion, up 30%.
GAAP operating income of $7.2 million, compared with a loss of $33.3 million a year earlier.
GAAP net income of $44.5 million ($0.08 per share) includes a $30.3 million arbitration award gain from the Motive matter.
Outlook: Q2 revenue of $482 million to $484 million; fiscal 2027 revenue of $2.005 billion to $2.013 billion, with GAAP profitability expected.
Torrid Holdings reported first quarter fiscal 2026 results for the period ended May 2, 2026, with net sales down 7.6% to $245.8 million and net income falling to $0.4 million, or $0.00 per share, from $5.9 million a year earlier. The company also issued second quarter and full year fiscal 2026 outlook, and said its quarterly net sales came in slightly above its guidance. For shareholders, the sharp drop in profit and adjusted EBITDA shows weaker earnings than the prior year, and the company's outlook points to lower second quarter sales and EBITDA than the first quarter.
Net sales fell 7.6% to $245.8 million from $266.0 million; comparable sales decreased 1.7%.
Net income was $0.4 million, or $0.00 per share, versus $5.9 million, or $0.06 per share, a year earlier.
Adjusted EBITDA was $17.6 million, or 7.2% of net sales, versus $27.1 million, or 10.2%, a year earlier.
Full year fiscal 2026 outlook: net sales of $940 million to $960 million and adjusted EBITDA of $65 million to $75 million.
Planet Labs reported fiscal first-quarter 2027 revenue of $94.2 million, up 42% year over year and described as a record, with backlog up 72% to over $906 million. The company posted a net loss of $138.9 million, compared with $12.6 million a year earlier, including a roughly $106.5 million warrant revaluation loss, and its adjusted EBITDA swung to a loss of $1.0 million from a $1.2 million profit.
Q1 revenue of $94.2 million, up 42% year over year; quarter ended April 30, 2026
Q1 net loss of $138.9 million vs. $12.6 million a year earlier, including an approximate $106.5 million warrant revaluation loss
Q2 revenue guidance of approximately $102 million to $107 million; full fiscal 2027 revenue guidance of approximately $425 million to $441 million
Cash, cash equivalents and short-term investments of $730.8 million at quarter end
Argan, Inc. reported results for the three months ended April 30, 2026, with revenue up 50.2% year over year to $291.0 million and net income of $46.1 million, or $3.24 per diluted share, versus $1.60 a year earlier. Gross margin rose to 21.0% and the company held $973.6 million in cash, cash equivalents and investments with no debt, though backlog fell to $2.8 billion from $2.9 billion.
Revenue of $291.0 million, up $97.3 million or 50.2% from $193.7 million a year earlier
Net income of $46.1 million, or $3.24 per diluted share, versus $22.6 million, or $1.60, a year earlier
Project backlog of approximately $2.8 billion at April 30, 2026, down from $2.9 billion at January 31, 2026
Quarterly cash dividend of $0.500 per share versus $0.375 a year earlier
lululemon reported first-quarter fiscal 2026 net revenue up 4% to $2.5 billion, but income from operations fell 37% to $276.9 million and diluted EPS dropped to $1.69 from $2.60. The company said headwinds led it to adjust its full-year outlook, now expecting 2026 net revenue of $11.000 billion to $11.150 billion and diluted EPS of $10.95 to $11.15.
Q1 net revenue rose 4% to $2.5 billion, but Americas net revenue fell 3%
Income from operations fell 37% to $276.9 million; gross margin decreased 410 basis points to 54.2%
Q2 2026 net revenue is expected at $2.450 billion to $2.475 billion, a decline of 3% to 2%, with diluted EPS of $1.76 to $1.81
The company repurchased 2.2 million shares for $358.3 million in the quarter and ended with $1.5 billion in cash
Concrete Pumping Holdings reported second-quarter fiscal 2026 results for the quarter ended April 30, 2026, with revenue up 14% to $106.8 million and income from operations up 46% to $12.1 million. Net income attributable to common shareholders was $2.1 million, or $0.04 per diluted share, compared with a loss of $0.4 million a year earlier. The company raised its fiscal 2026 outlook for revenue, Adjusted EBITDA and free cash flow.
Revenue was $106.8 million versus $94.0 million; Adjusted EBITDA rose 17.4% to $26.4 million.
Fiscal 2026 revenue outlook is now $410.0 million to $425.0 million, up from $390.0 million to $410.0 million.
Fiscal 2026 Adjusted EBITDA outlook is now $98.0 million to $105.0 million, up from $90.0 million to $100.0 million.
Debt outstanding was $425.6 million and total available liquidity was $346.3 million, compared with $352.5 million a year earlier.
Rubrik reported results for the fiscal first quarter ended April 30, 2026, with total revenue of $387.1 million, up 39% from a year earlier, and a GAAP net loss of $41.9 million, narrower than the $102.1 million loss a year earlier. The company said it is raising all of its guided metrics for fiscal 2027, now expecting revenue of $1,638 million to $1,648 million for the full year.
Total revenue was $387.1 million, up 39% from $278.5 million; subscription ARR reached $1.57 billion, up 32%.
GAAP net loss per share was $(0.21), compared with $(0.53) a year earlier; non-GAAP diluted net income per share was $0.16.
Free cash flow was $73.6 million, compared with $33.3 million, and cash and short-term investments totaled $1.75 billion as of April 30, 2026.
Fiscal 2027 outlook: revenue of $1,638 million to $1,648 million and free cash flow of $293 million to $303 million; the filing does not state the prior ranges.
Docusign reported fiscal first-quarter 2027 results for the three months ended April 30, 2026, with revenue of $830.2 million, up 9% year over year, and GAAP diluted earnings of $0.40 per share versus $0.34 a year earlier. The company also gave guidance for the quarter ending July 31, 2026, with revenue of $865 million to $869 million, and for the fiscal year ending January 31, 2027, with revenue of $3,490 million to $3,502 million, and repurchased $317.5 million of its stock during the quarter.
Revenue was $830.2 million, up 9% year over year, including an approximately 1.6% positive impact from foreign exchange rates.
GAAP net income per diluted share was $0.40 versus $0.34; non-GAAP net income per diluted share was $1.09 versus $0.90.
Free cash flow was $289.4 million versus $227.8 million, and share repurchases were $317.5 million versus $183.4 million.
Guidance calls for fiscal 2027 revenue of $3,490 million to $3,502 million, a 9% increase, and a quarter ending July 31, 2026 revenue range of $865 million to $869 million.
Guidewire reported unaudited results for the fiscal third quarter ended April 30, 2026, with total revenue up 27% to $372.5 million and ARR up 19%. GAAP net income fell to $16.5 million from $46.0 million, which the company tied to a $20.1 million foreign currency loss, but the company raised its fiscal 2026 revenue, operating income, and operating cash flow outlook.
Total revenue was $372.5 million, up 27% from $293.5 million a year earlier; subscription and support revenue rose 35% to $244.7 million.
GAAP diluted EPS was $0.19 versus $0.54; non-GAAP diluted EPS was $0.82 versus $0.55.
Fiscal 2026 total revenue outlook is now $1,460 million to $1,470 million, and operating cash flow is expected at $365 million to $380 million.
The company repurchased 1,696,180 shares at an average price of $147.07 in the quarter, with $240.5 million left under a $500 million program.
ServiceTitan reported fiscal first-quarter 2027 results for the period ended April 30, 2026, with total revenue up 25% to $268.8 million and a GAAP net loss of $22.8 million, down from $46.4 million a year earlier. The company also issued fiscal second-quarter revenue guidance of $284 million to $286 million and full fiscal 2027 revenue guidance of $1.13 billion to $1.14 billion, which shareholders can compare with future results.
Total revenue was $268.8 million, up 25% from $215.7 million; gross transaction volume was $21.7 billion, up 23%.
GAAP net loss was $22.8 million, or $0.24 per share, compared with a net loss of $46.4 million, or $0.51 per share, a year earlier.
Non-GAAP income from operations was $40.8 million, a 15.2% margin, versus $16.2 million (7.5%) in the prior-year quarter.
Guidance: fiscal Q2 2027 revenue of $284 million to $286 million and full fiscal 2027 revenue of $1.13 billion to $1.14 billion; the filing does not state prior guidance.
Caleres reported first quarter 2026 net sales of $666.6 million, up 8.5%, and GAAP earnings of $0.42 per diluted share, up from $0.21 a year earlier. The company raised the low end of its full-year 2026 adjusted EPS guidance to $1.40 to $1.65 from $1.35 to $1.65, which shareholders may view as a sign of improving earnings expectations.
Q1 net sales $666.6 million, up 8.5%; Brand Portfolio up 20.6%, while Famous Footwear fell 2.5%
Q1 GAAP EPS $0.42 and adjusted EPS $0.38, versus $0.21 and $0.22 a year earlier
Full-year 2026 adjusted EPS guidance $1.40 to $1.65, versus prior $1.35 to $1.65; GAAP EPS guidance $1.44 to $1.69
Q2 2026 GAAP EPS guidance of $0.32 to $0.38 with net sales expected to rise mid-to-high-single digits
Toro reported fiscal second-quarter 2026 results, with net sales up 8.1% to $1.42 billion and diluted EPS up 9.5% to $1.50 (adjusted EPS up 12.7% to $1.60). The company raised its full-year adjusted EPS guidance to $4.50 to $4.62 from $4.40 to $4.60, and raised its net sales growth range to 4.0% to 6.5% from 3.0% to 6.5%.
Q2 net sales rose 8.1% year over year to $1.42 billion; Professional segment sales rose 9.1% to $1.11 billion.
Diluted EPS was $1.50, up from $1.37; adjusted diluted EPS was $1.60, up from $1.42.
Full-year fiscal 2026 adjusted EPS guidance was raised to $4.50 to $4.62, from $4.40 to $4.60.
Company returned $228 million to shareholders through dividends and share repurchases in the quarter, and reported free cash flow of $265.5 million for the first six months.
Brown-Forman reported fiscal fourth-quarter net sales up 2% to $912 million, but operating income fell 53% to $96 million and diluted EPS fell 62% to $0.12, reflecting a $132 million intangible asset impairment. For the full fiscal year, net sales fell 1% to $3.9 billion and diluted EPS fell 17% to $1.53, and the company expects organic operating income to decline 3% to 5% in fiscal 2027.
Q4 net sales rose 2% to $912 million; Q4 operating income fell 53% to $96 million
Other intangible assets impairment was $132 million in the quarter, versus $47 million a year earlier
Full-year diluted EPS fell 17% to $1.53; full-year free cash flow rose $462 million to $893 million
Fiscal 2027 outlook: organic net sales approximately flat and organic operating income down 3% to 5%
Ciena reported fiscal second quarter 2026 revenue of $1.57 billion, up 39.5% from a year earlier, and adjusted diluted EPS of $1.64 versus $0.42. The company raised its fiscal 2026 revenue guidance to $6.3 billion plus or minus $100 million and forecast fiscal third quarter revenue of $1.625 billion plus or minus $50 million, so the results and outlook both point higher for shareholders.
Q2 fiscal 2026 revenue was $1.57 billion, compared with $1.13 billion in Q2 fiscal 2025.
GAAP diluted EPS was $1.49 versus $0.06 a year earlier; adjusted diluted EPS was $1.64 versus $0.42.
Fiscal 2026 revenue guidance raised to $6.3 billion plus or minus $100 million; fiscal Q3 revenue guidance is $1.625 billion plus or minus $50 million.
Ciena repurchased about 0.2 million shares for $83.1 million under its $1 billion repurchase program during the quarter.
X-energy reported first quarter 2026 results, its first as a public company, with revenues and grant income up 109% year over year. Net loss widened to $166.2 million from $10.2 million, mainly because of a $108.9 million mark-to-market loss on warrant liabilities. The filing also set a September 1, 2026 end date for the lock-up on shares held by officers, directors, and most existing holders, which could make those shares eligible for sale.
Total revenues and grant income were $43.4 million, up from $20.8 million in the first quarter of 2025, driven mainly by a $21.6 million increase from the DOE ARDP Agreement.
Total operating expenses rose to $109.5 million from $47.1 million, and operating loss was $66.1 million.
Net loss was $166.2 million, versus $10.2 million a year earlier, including a $108.9 million warrant liability loss.
Total liquidity was $944.0 million as of March 31, 2026, down from $1,025.3 million at December 31, 2025, and the company had no debt outstanding. The IPO closed April 27, 2026 with about $1.1 billion in net proceeds; the lock-up Restricted
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.