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).
NIKE reported fiscal fourth-quarter 2026 revenue of $11.0 billion, down 1% on a reported basis, and diluted EPS of $0.72, up from $0.14 a year earlier. The EPS figure includes a $0.52 benefit from the expected recovery of IEEPA tariffs, and the filing gives no guidance for future periods. For full fiscal 2026, revenue was flat at $46.4 billion and diluted EPS fell 3% to $2.10.
Q4 revenue $11.0 billion, down 1% reported and down 4% currency-neutral; NIKE Direct down 7%
Q4 diluted EPS $0.72 vs. $0.14 a year earlier, including a $0.52 benefit from expected IEEPA tariff recovery
Fiscal 2026 revenue $46.4 billion, flat; net income $3.1 billion, down 3%; diluted EPS $2.10, down 3%
Fiscal 2026 dividends of $2.4 billion, up 5%; share repurchases of $123 million
Constellation Brands reported first-quarter fiscal 2027 results for the quarter ended May 31, 2026. Reported net sales fell 3% to $2,432.7 million, while reported diluted EPS rose 31% to $3.79 and comparable EPS rose 7% to $3.43. The company updated its reported fiscal 2027 EPS outlook to $11.50-$12.20 and affirmed its comparable EPS outlook of $11.20-$11.90, and declared a $1.03 quarterly dividend.
Reported net sales $2,432.7 million, down 3% from $2,515.0 million; organic net sales up 3%
Reported operating income $845.3 million, up 18%; comparable operating income $834.2 million, up 6%
Repurchased $324 million of shares year-to-date through June 2026; operating cash flow $662 million and free cash flow $485 million
Quarterly dividend of $1.03 per Class A share payable August 13, 2026, to holders of record July 30, 2026
AeroVironment reported fiscal fourth-quarter 2026 revenue of $641.6 million, up 133% from $275.1 million, and net income of $63.2 million, or $1.25 per diluted share. For the full fiscal year, revenue rose 141% to $1,976.8 million, but the company posted a net loss of $265.1 million, or $5.40 per share, after a $240.7 million goodwill impairment. For fiscal 2027, the company expects revenue of $2.125 billion to $2.225 billion and net income of $8 million to $24 million.
Q4 fiscal 2026 revenue of $641.6 million; net income of $63.2 million, or $1.25 per diluted share, versus $16.7 million, or $0.59, a year earlier
Full-year fiscal 2026 net loss of $265.1 million, or $5.40 per diluted share, including a $240.7 million goodwill impairment
Fiscal 2027 guidance: revenue of $2.125 billion to $2.225 billion; net income of $8 million to $24 million; GAAP EPS of $0.16 to $0.48
Funded backlog of $1.2 billion as of April 30, 2026, versus $726.6 million a year earlier
Concentrix reported fiscal second-quarter 2026 results for the period ended May 31, 2026, with revenue up 1.9% to $2.46 billion, but operating income fell 35.7% to $95.4 million and non-GAAP diluted EPS fell 2.6% to $2.63. The company guided to non-GAAP diluted EPS of $10.83 to $11.18 for the full fiscal year, and expects adjusted free cash flow of $630 million to $650 million, while reporting no share repurchases in the quarter.
Revenue was $2,462.5 million, up 1.9% as reported and 0.6% in constant currency, versus $2,417.4 million a year earlier.
GAAP diluted EPS was $0.86, up from $0.63, while non-GAAP diluted EPS was $2.63, down from $2.70; non-GAAP operating income was $292.0 million, down 3.9%.
Acquisition-related, integration and restructuring expenses were $65.5 million in the quarter, versus $16.8 million a year earlier.
Third-quarter non-GAAP diluted EPS is expected at $2.65 to $2.77; the quarterly dividend of $0.36 per share is payable August 4, 2026.
Mexco Energy Corporation reported results for the fiscal year ended March 31, 2026, in a June 29, 2026 news release furnished under Item 2.02. Net income fell 24% from fiscal 2025 and operating revenues fell 8%, which the company attributed mainly to lower average realized oil prices and reduced oil production volumes.
Net income of $1,305,722, or $0.64 per diluted share, down 24% from fiscal 2025
Operating revenues of $6,561,324, down 8%, driven by lower oil prices and reduced oil production
Cash on hand of approximately $1.4 million and no outstanding debt under the bank line of credit
Company expects to participate in 33 horizontal wells in fiscal 2027, at an estimated aggregate cost of approximately $1.8 million
BriaPro Therapeutics, a subsidiary of BriaCell Therapeutics, filed unaudited financial statements for the three and nine months ended April 30, 2026, with Canadian regulators. The nine-month net loss rose to $712,236 from $519,804 a year earlier, and the filing states a material uncertainty about the company's ability to continue as a going concern, with BriaCell as its only stated financing source until it raises more capital.
Nine-month net loss of $712,236 versus $519,804 for the same period a year earlier; three-month net loss narrowed to $240,005 from $286,619
Cash of $299,950 at April 30, 2026, including a $300,000 related-party advance from BriaCell; negative working capital of $1,937,495
Amounts owed to BriaCell group companies totaled $2,093,345; the monthly service fee was reduced from $20,000 to $5,000 effective April 30, 2026
On March 31, 2026, the company acquired the sCD80 license from BriaCell for 23,972,589 common shares valued at $846,532
Worthington Enterprises reported fourth-quarter fiscal 2026 results for the quarter ended May 31, 2026, with net sales up 17% to $371 million, driven largely by acquisitions, while adjusted EBITDA fell to $83.5 million from $85.1 million. For the full fiscal year, adjusted EBITDA rose 12% to $296 million and adjusted earnings per share rose 9% to $3.37. The company also disclosed a June 22, 2026 retention award of 25,000 performance shares each to its chief financial officer, general counsel and two segment presidents.
Q4 net sales were $371 million, up 17% from $318 million; organic growth was 3%.
Q4 adjusted EBITDA was $83.5 million versus $85.1 million a year earlier; adjusted earnings were $0.97 per share versus $1.06.
Full-year fiscal 2026 adjusted EBITDA rose 12% to $296 million; net debt was $278 million at May 31, 2026.
On June 22, 2026, the compensation committee awarded 25,000 performance shares each to Colin J. Souza (CFO), Patrick J. Kennedy, Steven M. Caravati and James R. Bowes.
Apogee Enterprises reported first-quarter fiscal 2027 results, with net sales down 1.1% to $342.7 million on lower volume, while diluted earnings per share swung to $0.54 from a loss of $0.13 a year earlier. The company reaffirmed its fiscal 2027 guidance and said the pending Kalwall acquisition remains on track for an early July close.
Net sales were $342.7 million, down 1.1% from $346.6 million, driven by lower volume partly offset by favorable pricing.
Diluted EPS was $0.54 versus a loss of $0.13; adjusted diluted EPS was $0.57 versus $0.56.
Adjusted EBITDA fell 6.6% to $32.1 million, and adjusted EBITDA margin declined to 9.4% from 9.9%.
Fiscal 2027 guidance was reaffirmed: net sales of $1.38 billion to $1.43 billion and adjusted diluted EPS of $2.70 to $3.25, excluding Kalwall.
Cineverse reported fourth-quarter revenue of $26.0 million, up 67% from a year earlier, largely from the Giant Worldwide and IndiCue acquisitions, which contributed $11.6 million in their first partial quarter. For the full fiscal year ended March 31, 2026, revenue fell 16% to $65.7 million and the company posted a net loss attributable to common stockholders of $9.2 million, or $0.49 per diluted share, compared with net income of $3.2 million, or $0.16 per diluted share, a year earlier. The company reaffirmed its fiscal 2027 guidance of $115 million to $120 million in revenue and $10 million to $20 million in Adjusted EBITDA.
Q4 FY 2026 revenue of $26.0 million versus $15.6 million in Q4 FY 2025; Q4 net income attributable to common stockholders of $1.1 million, or $0.05 per diluted share
FY 2026 revenue of $65.7 million versus $78.2 million, with the decline tied to the prior-year Terrifier 3 comparison
FY 2026 net loss attributable to common stockholders of $(9.2) million, or $(0.49) per diluted share, versus net income of $3.2 million in FY 2025; Adjusted EBITDA of $(3.4) million versus $13.9 million
Fiscal 2027 guidance reaffirmed: revenue of $115 million to $120 million and Adjusted EBITDA of $10 million to $20 million; cash and cash equivalents were $3.4 million as of March 31, 2026
FedEx Freight reported fourth-quarter fiscal 2026 revenue of $2.4 billion, up 4.8%, but operating income of $158 million fell 66.9%, with spin-off costs and higher wage rates cited as factors. The company also introduced standalone guidance for a seven-month transition period ending December 31, 2026, after its June 1, 2026 spin-off from FedEx Corporation and a change in its fiscal year-end.
Q4 fiscal 2026: revenue $2.4 billion (up 4.8%); operating income $158 million (down 66.9%); adjusted operating income $363 million (down 23.9%)
Full fiscal 2026: revenue $8.8 billion (down 1.1%); operating income $616 million (down 58.6%)
Transition period guidance: operating income $475 million to $515 million versus $394 million a year earlier; diluted EPS $2.40 to $2.60 after spin-off costs, excluding MTM retirement plan adjustments that the company cannot forecast
H.B. Fuller reported second quarter 2026 net revenue of $950 million, up 5.8% year-on-year, and diluted EPS of $1.23 versus $0.76 a year earlier. The company raised the midpoint of its full-year adjusted EBITDA and adjusted EPS guidance, which matters to shareholders because it points to stronger expected profit for fiscal 2026.
Net revenue of $950 million, up 5.8%; organic revenue up 2.6% year-on-year
Diluted EPS of $1.23 versus $0.76 a year earlier; adjusted diluted EPS of $1.41, up 19%
Fiscal 2026 adjusted EBITDA now expected at $650 million to $675 million; adjusted EPS at $4.60 to $4.90
Record second quarter operating cash flow of $121 million; 750 thousand shares repurchased in the quarter
CMC reported fiscal third-quarter 2026 results for the period ended May 31, 2026, with net sales of $2.48 billion, up 22.9% from a year earlier. Net earnings were $173.0 million, or $1.55 per diluted share, compared with $83.1 million, or $0.73 per share, a year earlier, and core EBITDA rose 78.6% to $353.6 million. The company also declared a $0.20 quarterly dividend and said it expects core EBITDA to increase sequentially in the fourth quarter.
Net sales were $2.48 billion, up 22.9% year over year from $2.02 billion.
Net earnings were $173.0 million, or $1.55 per diluted share, versus $0.73 per diluted share a year earlier; adjusted earnings were $1.73 per diluted share.
Core EBITDA rose 78.6% to $353.6 million, with a 14.2% margin; the company cited the recent precast acquisitions and stronger metal margins.
A quarterly dividend of $0.20 per share is payable July 15, 2026, and CMC will host an Investor Day on August 5, 2026.
Acuity reported fiscal third-quarter results for the quarter ended May 31, 2026, with net sales of $1.2 billion, up 1.6% from a year earlier. GAAP diluted EPS rose 46.2% to $4.56, and adjusted diluted EPS rose 3.7% to $5.31, while adjusted operating profit grew only 0.8%. The release does not include updated guidance.
Net sales were $1,198.0 million, up $19.4 million or 1.6% from $1,178.6 million in the prior-year quarter.
Diluted EPS was $4.56 versus $3.12 a year earlier; adjusted diluted EPS was $5.31 versus $5.12.
Adjusted operating profit was $223.5 million, up 0.8%, with an adjusted operating margin of 18.7%, down 10 basis points.
Net cash from operating activities was $520.2 million for the first nine months of fiscal 2026; the company repurchased about 766,000 shares for $230 million year to date.
McCormick reported fiscal second-quarter 2026 results for the period ended May 31, 2026, with net sales up 16.7% and adjusted earnings per share up to $0.80 from $0.69. GAAP earnings per share fell to $0.56 from $0.65 because special charges, including transaction and integration costs, reduced earnings by $0.24 per share. The company reaffirmed its fiscal 2026 outlook while it advances integration planning for the proposed Unilever Foods combination.
Net sales rose 16.7% to a total that included a 2.7% favorable currency impact; organic sales growth was 1.7%.
Adjusted operating income was $336.4 million, up from $258.6 million; reported operating income was $276.4 million, up from $245.8 million.
Reported EPS was $0.56 versus $0.65 a year earlier; special charges lowered diluted EPS by $0.24.
The company reaffirmed fiscal 2026 adjusted operating income growth of 16% to 20% and adjusted EPS of $3.05 to $3.13.
Darden reported fiscal fourth-quarter sales of $3.72 billion, up 13.7%, with adjusted diluted earnings per share from continuing operations of $3.66, up 22.8%; the quarter included an extra week that contributed $0.25 per share. The company also raised its quarterly dividend to $1.62 per share, authorized a new $1.5 billion share repurchase program, and issued fiscal 2027 guidance for diluted earnings per share from continuing operations of $11.10 to $11.35.
Q4 sales rose 13.7% to $3.72 billion, including 7.6 percentage points from the extra week; blended same-restaurant sales rose 4.6%
Fiscal 2027 outlook: total sales of $13.60 billion to $13.75 billion and diluted EPS from continuing operations of $11.10 to $11.35
Quarterly dividend increased 8.0% to $1.62 per share, payable August 3, 2026 to holders of record on July 10, 2026
Board amended bylaws effective immediately, raising the shareholder aggregation limit for director nominations from 10 to 20 shareholders
TD SYNNEX reported record fiscal second-quarter 2026 results, with revenue up 31.0% year over year and GAAP diluted EPS of $4.15, up 87.8%. The company also declared a quarterly dividend of $0.48 per share, up 9% year over year. Free cash flow was negative $332 million in the quarter, and the company's outlook for the third quarter calls for revenue of $18.2 billion to $19.0 billion, with GAAP diluted EPS of $3.40 to $3.90.
Q2 fiscal 2026 revenue of $19.6 billion, up 31.0%; GAAP diluted EPS of $4.15 vs. $2.21, and non-GAAP diluted EPS of $4.85 vs. $2.99
Q2 operating cash flow was negative $265.6 million; free cash flow was negative $332.4 million
Q3 fiscal 2026 outlook: revenue $18.2 billion to $19.0 billion; GAAP diluted EPS $3.40 to $3.90; non-GAAP diluted EPS $4.25 to $4.75
Quarterly dividend of $0.48 per share payable July 31, 2026, to holders of record as of July 17, 2026
Worthington Steel reported fiscal fourth-quarter 2026 results (three months ended May 31, 2026) with net sales up 12% to $929.2 million but a net loss attributable to controlling interest of $48.7 million, compared with earnings of $55.7 million a year earlier. The loss was driven mainly by $94.5 million of goodwill and long-lived asset impairments in the Electrical Steel unit. The company also issued a corrected results release and said it completed its majority acquisition of Klöckner & Co SE on June 3, 2026.
Net sales rose to $929.2 million from $832.9 million; diluted loss per share was $0.98 versus earnings of $1.10
Operating loss of $57.6 million compared with operating income of $66.4 million, including $94.5 million of impairments
Adjusted diluted EPS was $0.74 versus $1.05 a year earlier
Kloeckner acquisition settled June 3, 2026, giving the company about 62% of Kloeckner's outstanding shares; quarterly dividend of $0.16 payable September 29, 2026
Jefferies reported net earnings attributable to common shareholders of $226 million, or $1.02 per diluted share, for the quarter ended May 31, 2026, up from $88 million, or $0.40 per share, a year earlier. Net revenues rose to $2.21 billion from $1.63 billion, led by investment banking and a record quarter for Equities, and the board raised the share buyback authorization to $250 million. The figures are preliminary and may be revised in the Form 10-Q the company expects to file on or about July 9, 2026.
Net revenues of $2.21 billion, compared with $1.63 billion in the prior-year quarter
Investment banking net revenues of $1.21 billion, up 57% from the prior-year quarter; Equities net revenues a record $601 million, up 14%
Repurchased 4.0 million shares for $197 million during the quarter; board raised buyback authorization to $250 million
Quarterly cash dividend of $0.40 per share, payable August 28, 2026 to holders of record on August 18, 2026
MillerKnoll reported fourth-quarter and full fiscal 2026 results for the period ended May 30, 2026, with net sales up 4.4% to $1.004 billion and GAAP diluted EPS of $0.34, compared with a loss of $0.84 a year earlier. Adjusted diluted EPS fell to $0.55 from $0.60, orders declined 6.3%, and Jeff Stutz, Chief Operating Officer, is stepping into the interim CEO role. The company also gave first-quarter and full fiscal 2027 adjusted EPS outlooks of $0.33 to $0.39 and $1.85 to $2.15.
Q4 net sales of $1.004 billion, up 4.4% as reported; orders of $971.5 million, down 6.3%
Q4 GAAP diluted EPS of $0.34 vs. a loss of $0.84 a year earlier; adjusted diluted EPS of $0.55 vs. $0.60
Q1 FY2027 adjusted EPS outlook of $0.33 to $0.39; full year FY2027 outlook of $1.85 to $2.15
Jeff Stutz named incoming interim CEO; company recorded $2.6 million in CEO transition costs in Q4
Micron reported record fiscal third-quarter 2026 results for the quarter ended May 28, 2026, with revenue of $41.46 billion, up from $9.30 billion a year earlier, and GAAP net income of $28.24 billion, or $24.67 per diluted share. The company guided fiscal fourth-quarter revenue to $50.0 billion plus or minus $1.0 billion and GAAP diluted EPS to $30.73 plus or minus $1.00, and declared a $0.15 quarterly dividend.
Q3 revenue of $41.46 billion versus $23.86 billion in the prior quarter and $9.30 billion a year earlier
GAAP diluted EPS of $24.67; non-GAAP diluted EPS of $25.11
Q4 outlook: revenue of $50.0 billion ± $1.0 billion; GAAP diluted EPS of $30.73 ± $1.00
Quarterly dividend of $0.15 per share payable July 21, 2026, to holders of record as of July 6, 2026
Paychex reported fiscal fourth-quarter results for the quarter ended May 31, 2026, with total revenue up 12% to $1.6 billion and diluted earnings per share up 43% to $1.17 versus $0.82 a year earlier. For fiscal 2027, the company expects adjusted diluted earnings per share to grow 7% to 9% and total revenue to grow 5% to 6%, which shareholders can compare with the fiscal 2026 growth rates in the filing.
Q4 total revenue rose 12% to $1.6 billion; operating income rose 40% to $604.7 million
Q4 diluted EPS was $1.17 versus $0.82; adjusted diluted EPS was $1.32 versus $1.19
Fiscal 2027 outlook: total revenue growth of 5% to 6%; adjusted diluted EPS growth of 7% to 9%
Returned $2.2 billion to shareholders in fiscal 2026, including $611.0 million in share repurchases
Crown Crafts reported fourth-quarter fiscal 2026 net income of $0.3 million, or $0.03 per diluted share, compared with a net loss of $10.8 million a year earlier, which included a $13.8 million goodwill impairment charge. Net sales fell to $22.4 million from $23.2 million, and for the full year, net sales were $82.3 million compared with $87.3 million.
Q4 fiscal 2026 net sales $22.4 million vs. $23.2 million; gross margin 22.9% vs. 18.3%
Q4 net income $0.3 million ($0.03 per diluted share) vs. net loss $10.8 million ($1.04 per share) in the prior-year quarter
Full-year fiscal 2026 net income $1.8 million ($0.17 per diluted share) vs. net loss $9.4 million; quarterly dividend of $0.08 per share payable July 2, 2026
Cerebras Systems reported GAAP revenue of $193.4 million for the quarter ended March 31, 2026, up 94% from a year earlier, and a net loss of $14.0 million, down from $23.9 million. The company also gave core revenue guidance of approximately $194.0 million for the second quarter and $855.0 to $865.0 million for fiscal 2026, but its guided core gross margin of 36% to 38% for the second quarter is below the 47% it reported for the first quarter.
GAAP revenue of $193.4 million, up 94% year over year; hardware revenue $110.6 million, cloud and other services revenue $82.8 million
GAAP net loss of $14.0 million, or $0.22 per share, compared with a net loss of $23.9 million, or $0.46 per share, a year earlier
Q2 2026 core revenue outlook of approximately $194.0 million, up 88% year over year, with a core gross margin of 36% to 38%
Full-year fiscal 2026 core revenue outlook of $855.0 to $865.0 million, with a core gross margin of 38% to 41%
Worthington Enterprises reported fiscal 2026 fourth-quarter net sales of $371.5 million, up 17%, and GAAP diluted EPS of $0.97 versus $0.08 a year earlier, a period that included a $50.8 million impairment. Adjusted diluted EPS fell to $0.97 from $1.06, while full-year net sales rose 20% to $1.4 billion and adjusted diluted EPS rose to $3.37 from $3.09. The company also declared a $0.20 quarterly dividend and appointed W. Bradley Southern as a director.
Q4 net sales $371.5 million, up 17%; GAAP diluted EPS $0.97 vs $0.08; adjusted diluted EPS $0.97 vs $1.06
Full-year net sales $1.4 billion, up 20%; GAAP diluted EPS $3.14 vs $1.92; adjusted diluted EPS $3.37 vs $3.09
Quarterly dividend of $0.20 per share, payable September 29, 2026, to holders of record on September 15, 2026
Former Louisiana-Pacific CEO W. Bradley Southern appointed director; board plans to reduce authorized directors to 11 as three directors retire
KB Home reported second-quarter results for the three months ended May 31, 2026, with revenues down 27% from a year earlier to $1.11 billion and net income falling to $27.3 million from $107.9 million. Diluted earnings per share were $0.43 versus $1.50, and the homebuilding operating income margin dropped to 2.5% from 8.6%. Management said results met or exceeded the midpoint of its key guidance ranges, and the company issued third-quarter and full-year 2026 guidance and repurchased $75.0 million of common stock in the quarter.
Revenues were $1.11 billion, down 27%; homes delivered fell 23% to 2,395.
Net income was $27.3 million versus $107.9 million; diluted EPS was $0.43 versus $1.50.
Housing gross profit margin was 15.2% versus 19.3%, reflecting price reductions and higher relative land costs.
Third-quarter guidance calls for 2,600 to 2,800 deliveries; full-year housing revenues are guided to $4.90 billion to $5.30 billion.
FedEx reported fiscal fourth-quarter revenue of $25.0 billion, up from $22.2 billion a year earlier, and adjusted diluted EPS of $6.31, up from $6.07. GAAP diluted EPS fell to $6.60 from $6.88, mainly due to FedEx Freight spin-off costs, business optimization costs and other adjustments. The filing also completed the June 1, 2026 FedEx Freight spin-off and gave a calendar 2026 outlook of about 11% revenue growth and GAAP diluted EPS of $16.55 to $17.75.
Q4 revenue $25.0 billion vs. $22.2 billion a year earlier; GAAP operating income $1.55 billion vs. $1.79 billion
Q4 adjusted diluted EPS $6.31 vs. $6.07; GAAP diluted EPS $6.60 vs. $6.88
Calendar 2026 forecast: revenue growth about 11%, GAAP diluted EPS $16.55 to $17.75, adjusted $16.90 to $18.10; plans to repurchase up to $1 billion of shares
Carnival reported second-quarter 2026 revenue of $6.66 billion, up from $6.33 billion a year earlier, and adjusted net income of $569 million, up from $470 million. Net income attributable to the company fell to $537 million from $565 million, and diluted EPS was $0.39 versus $0.42, as fuel prices rose nearly 30%. The company has repurchased over $450 million of stock under its current buyback program, and the filing says fuel and currency changes lowered its June full-year guidance versus prior guidance by less than $0.01 per share.
Q2 2026 total revenues $6.663 billion vs. $6.328 billion; net income attributable to Carnival $537 million vs. $565 million.
Adjusted EPS $0.41 vs. $0.35 a year earlier; diluted EPS $0.39 vs. $0.42.
Full-year 2026 guidance: adjusted EPS approximately $2.22; net yields up approximately 3.2% in current dollars.
Over $450 million of stock repurchased to date; $207 million in dividends paid during the quarter.
Korn Ferry reported fourth-quarter fiscal 2026 fee revenue of $759.8 million, up 7% year over year, and diluted earnings per share of $1.39, up from $1.21. For the full year, diluted EPS was $5.22 versus $4.60 in fiscal 2025, and the company guided first-quarter fiscal 2027 fee revenue to $725 million to $745 million. Improved revenue and profit are the main points for shareholders, though the guidance assumes no material negative impact from the recent Middle East conflict.
Q4 fiscal 2026 fee revenue was $759.8 million, up 7% (5% at constant currency); net income attributable to Korn Ferry was $73.1 million versus $64.2 million
Full-year fiscal 2026 diluted EPS was $5.22 versus $4.60; adjusted diluted EPS was $5.28 versus $4.88
Q1 fiscal 2027 outlook: fee revenue of $725 million to $745 million and diluted EPS of $1.32 to $1.38
Company repurchased 1,240,458 shares for $78.8 million and paid $28.3 million in dividends during the quarter
Ennis reported results for the quarter ended May 31, 2026, with revenue of $98.6 million, up 1.4% from the prior-year quarter, and diluted earnings per share of $0.39 versus $0.38. The company also declared a quarterly dividend of 25.0 cents per share, payable August 10, 2026, and set its 2026 annual shareholder meeting for July 16, 2026.
Revenue $98.6 million vs. $97.2 million a year earlier, up 1.4%
Net earnings $9.9 million, or $0.39 per diluted share, vs. $0.38 a year earlier
Gross profit margin 31.5% vs. 31.1%; operating cash flow $21.2 million vs. $8.0 million
Quarterly dividend of 25.0 cents per share declared June 19, 2026, payable August 10, 2026 to holders of record July 10, 2026
HawkEye 360 reported first quarter 2026 results for the period ended March 31, with record revenue of $49.8 million, up 116.5% from $23.0 million a year earlier. The net loss widened to $9.0 million from $1.6 million, and backlog fell to $285.0 million from $302.7 million at year-end 2025. The company also completed an initial public offering in May 2026 that generated $435.9 million in net proceeds, and it will provide its 2026 outlook with its second quarter results.
Total revenue was $49.8 million, up 116.5% from $23.0 million in the prior-year period.
Net loss was $9.0 million, compared with $1.6 million a year earlier; adjusted EBITDA, a non-GAAP measure, was $7.4 million.
Backlog was $285.0 million at March 31, 2026, down from $302.7 million at December 31, 2025.
The IPO sold 18.4 million shares at $26.00 per share, generating net proceeds of $435.9 million.
Kroger reported first quarter 2026 results on June 18, 2026, with diluted EPS of $1.46, up from $1.29 a year earlier, and operating profit of $1,407 million, up from $1,322 million. The company reaffirmed its full-year 2026 guidance, including FIFO operating profit of $5.0 to $5.2 billion and EPS of $5.10 to $5.30, but identical sales without fuel grew only 1.0%, down from 3.2%.
Diluted EPS $1.46 vs. $1.29; adjusted EPS $1.58 vs. $1.49
Sales $46.1 billion vs. $45.1 billion; gross margin 22.7% vs. 23.0%
Identical sales without fuel rose 1.0% vs. 3.2% a year earlier
Full-year 2026 guidance reaffirmed; $2 billion share repurchase expected to be completed by end of fiscal 2026
Accenture reported third-quarter fiscal 2026 revenue of $18.72 billion, up 6% in U.S. dollars and 3% in local currency, and diluted EPS of $3.80, up 9%. It now expects full-year revenue growth of 3% to 4% in local currency, down from 3% to 5% in March, and raised the low end of its GAAP diluted EPS range to $13.38 to $13.50. Profit grew, but new bookings fell 2% and the revenue outlook was lowered.
Q3 FY26 revenue $18.72 billion, up 6% in U.S. dollars and 3% in local currency; diluted EPS $3.80 versus $3.49 a year earlier
Full-year FY26 local-currency revenue growth now 3% to 4%, versus 3% to 5% as of March 19, 2026
Full-year GAAP diluted EPS now $13.38 to $13.50, versus $13.25 to $13.50 previously
New bookings $19.32 billion, down 2% in U.S. dollars; free cash flow $3.6 billion; quarterly dividend of $1.63 per share payable August 14, 2026
Progressive reported May 2026 net income of $1.4 billion, up 36% from a year earlier, with diluted earnings per share of $2.47 versus $1.81 and a combined ratio of 82.1 versus 86.9. Net premiums earned rose 10%, and the company said Personal Lines President Patrick K. Callahan plans to retire in January 2027. Lori Niederst will become Chief Personal Lines Officer, and Heather Day will become CRM President, both effective July 4, 2026.
May net income was $1,445 million versus $1,065 million; diluted EPS was $2.47 versus $1.81.
Combined ratio was 82.1 versus 86.9 in May 2025; net premiums written rose 6% to $7,027 million.
Patrick K. Callahan intends to retire as Personal Lines President in January 2027 and will advise the executive team afterward; terms are under discussion.
Lori Niederst becomes Chief Personal Lines Officer and Heather Day becomes CRM President, both effective July 4, 2026.
CarMax reported first quarter fiscal 2027 results for the period ended May 31, 2026, with net revenues up 6.2% to $8.0 billion while net earnings fell 11.8% to $185.6 million. The company also disclosed a $500 million term loan from MUFG Bank maturing June 15, 2029, and said it made no share repurchases in the quarter.
Net revenues rose 6.2% to $8.0 billion; diluted EPS was $1.31 versus $1.38 a year earlier
Gross profit fell 4.4% to $854.4 million; SG&A expenses decreased 3.7% to $635.2 million
No shares were repurchased in the quarter; $1.31 billion remained under the authorization as of May 31, 2026
On June 15, 2026, CarMax Auto Superstores borrowed $500 million under a term loan maturing June 15, 2029, with proceeds used to pay down revolving credit borrowings
La-Z-Boy reported fourth-quarter fiscal 2026 results for the period ended April 25, 2026, with sales flat at $570 million and GAAP diluted earnings per share of $0.81, up from $0.36, as GAAP operating margin rose to 7.2% from 5.2%. Results include a $20.0 million pre-tax goodwill impairment at Joybird and a $0.16 per share benefit from favorable discrete tax items. The company also gave a first-quarter sales outlook of $490-510 million and approved a new share repurchase program of up to $300 million, replacing the prior program.
Fourth-quarter sales were $570.3 million, flat versus $570.9 million a year earlier; Retail segment written sales rose 11%, while Wholesale sales fell 2%.
GAAP diluted EPS was $0.81 versus $0.36; adjusted diluted EPS was $1.26 versus $0.92.
A $20.0 million pre-tax goodwill impairment at Joybird was recorded in the quarter.
First-quarter outlook calls for sales of $490-510 million and adjusted operating margin of 4.0-5.5%; the Board approved a new buyback of up to $300 million in April.
Wiley reported fourth-quarter revenue of $447.9 million, up 1% as reported and flat at constant currency, and fourth-quarter diluted EPS of $2.61 versus $1.25, which included a $40.4 million income tax benefit. For fiscal 2026, adjusted EPS rose 15% to $4.19 while revenue was flat at $1.68 billion, and the company guided to fiscal 2027 adjusted EPS of $4.60 to $5.05.
Fiscal 2026 adjusted EPS of $4.19, up from $3.64; GAAP diluted EPS of $4.16 versus $1.53
Q4 revenue of $447.9 million, up 1% as reported; Q4 Learning revenue fell 6% to $152.3 million
Fiscal 2027 outlook: adjusted EPS $4.60 to $5.05, adjusted EBITDA margin 26.5% to 27.5%, free cash flow $205 million
Emerald Publishing acquisition completed after fiscal year-end; Emerald projected to add $78 million to revenue
Vince Holding Corp. reported first-quarter fiscal 2026 net sales up 10.5% to $64.0 million, and its net loss narrowed to $2.1 million, or $(0.16) per share, from $4.8 million, or $(0.37) per share, a year earlier. The company also raised its full-year fiscal 2026 guidance, which calls for net sales growth of approximately 7% to 8% and adjusted EBITDA of 5.5% to 6.0% of net sales.
Net sales rose 10.5% to $64.0 million, with direct-to-consumer up 15.6% and wholesale up 5.9%.
Net loss narrowed to $2.1 million, or $(0.16) per share, from $4.8 million, or $(0.37) per share; loss from operations was $2.6 million versus $4.4 million.
Second-quarter outlook calls for net sales growth of approximately 10% to 12% compared with the prior-year period.
Net inventory was $70.8 million versus $62.3 million a year earlier, including approximately $4.5 million of higher carrying value due to tariffs.
RF Industries reported fiscal second-quarter 2026 results for the quarter ended April 30, 2026. Net sales rose 9% year over year to $20.7 million, and consolidated net income was $879,000, or $0.08 per diluted share, compared with a net loss of $245,000 a year earlier, which helps show improved profitability for shareholders.
Net sales were $20.7 million, up 9% from $18.9 million a year earlier and up from $19.0 million in the first quarter of fiscal 2026.
Gross profit margin was 35.1%, up from 31.5% in the prior-year period; operating income was $1.1 million versus $106,000.
Consolidated net income was $879,000 ($0.08 per diluted share) versus a loss of $245,000 ($0.02 per share) a year earlier.
Backlog was $20 million at quarter-end on second-quarter bookings of $26.3 million; adjusted EBITDA was $2 million versus $1.1 million.
Gencor reported second-quarter fiscal 2026 net revenue of $33.8 million, down from $38.2 million a year earlier, and net income of $3.8 million, or $0.26 per share, down 37.0% from $6.1 million, or $0.42 per share. The company attributed the decline mainly to $3.5 million of trade show expenses, compared with $345,000 a year earlier, and to lower contract equipment revenue from the timing of orders and shipments.
Net revenue for the quarter ended March 31, 2026 was $33.8 million, versus $38.2 million a year earlier.
Operating income fell 34.6% to $4.2 million, and operating margin was 12.5% versus 17.0%.
Gross profit margin rose 200 basis points to 31.7%, while backlog reached $60.5 million at March 31, 2026, versus $27.8 million a year earlier.
At March 31, 2026, Gencor had $155.1 million in cash, cash equivalents and marketable securities and no short-term or long-term debt.
Lennar reported second-quarter 2026 net earnings of $305 million, or $1.24 per diluted share, down from $477 million, or $1.81 per share, a year earlier. The company also moderated its full-year 2026 delivery target to approximately 82,000 to 83,000 homes, citing pressure on interest rates and geopolitical uncertainty.
Q2 2026 total revenues were $7.9 billion, compared with $8.4 billion in Q2 2025
Deliveries rose 2% year over year to 20,519 homes, while new orders fell 4% to 21,749 homes
Full-year 2026 delivery target moderated to approximately 82,000 to 83,000 homes
Third-quarter 2026 guidance: 20,500 to 21,500 deliveries and gross margin of approximately 16%
Adobe reported record second-quarter fiscal 2026 revenue of $6.62 billion, up 13% year over year, and non-GAAP diluted EPS of $5.96, up from $5.06. The company raised its fiscal 2026 revenue and non-GAAP EPS targets, while CFO Dan Durn resigns effective June 15, 2026, and Steve Day becomes interim CFO.
Q2 revenue $6.62 billion, up 13% (11% in constant currency); GAAP diluted EPS $4.25 including a $0.17 goodwill impairment charge
Non-GAAP diluted EPS $5.96 versus $5.06 a year earlier; GAAP diluted EPS $4.25 versus $3.94
Updated FY2026 revenue target $26.50 billion to $26.60 billion; non-GAAP EPS target $24.35 to $24.45
Dan Durn resigns as CFO effective June 15, 2026; Steve Day named interim CFO
Lovesac reported first quarter fiscal 2027 results for the period ended May 3, 2026, with net sales of $138.2 million, down 0.1% from $138.4 million a year earlier. The net loss widened to $11.1 million, or $0.76 per share, from $10.8 million, or $0.73 per share, as gross margin fell to 52.1% from 53.7%. The company also gave fiscal 2027 and second quarter outlooks that include an expected $3.6 million tariff refund.
Q1 net sales $138.2 million vs. $138.4 million a year earlier; omni-channel comparable net sales fell 1.0%.
Net loss $11.1 million, or $(0.76) per share, vs. $10.8 million, or $(0.73) per share, a year earlier.
Adjusted EBITDA loss of $10.5 million vs. $8.4 million loss a year earlier.
Fiscal 2027 outlook: net sales $700 million to $740 million; net income $5 million to $12 million; diluted EPS $0.34 to $0.81. Q2 net loss expected at $3 million to $7 million.
MIND Technology reported fiscal 2027 first-quarter results for the period ended April 30, 2026, with revenue of about $9.7 million, up from $7.9 million a year earlier, and a net loss of $411,000, or $0.05 per share, compared with $970,000 a year earlier. Seamap marine technology backlog fell to $7.6 million from $21.1 million a year earlier, and management cited significant macro uncertainty and reduced near-term visibility.
Revenue of $9.7 million, up from $7.9 million in the first quarter of fiscal 2026 and down from $9.8 million in the fourth quarter of fiscal 2026.
Operating income of $14,000, compared with an operating loss of $658,000 a year earlier.
Net loss of $411,000, or $0.05 per share, versus a net loss of $970,000, or $0.12 per share, a year earlier.
Marine Technology Product backlog at Seamap was $7.6 million at April 30, 2026, versus $13.9 million at January 31, 2026 and $21.1 million at April 30, 2025.
Optical Cable Corporation reported second quarter fiscal 2026 results for the period ended April 30, 2026, with net sales up 26.6% year over year to $22.2 million and net income of $1.1 million, or $0.12 per share, compared with a net loss of $698,000 a year earlier. The company also said its sales order backlog rose to $13.3 million, which may support future revenue for shareholders, though the filing gives no financial guidance.
Net sales rose 26.6% to $22.2 million from $17.5 million a year earlier; gross profit rose 42.4% to $7.6 million.
Net income was $1.1 million, or $0.12 per basic and diluted share, versus a net loss of $698,000, or $0.09 per share, in the prior-year quarter.
Sales order backlog and forward load increased to $13.3 million at April 30, 2026, up from $10.4 million on January 31, 2026.
Results were discussed on a conference call held June 8, 2026, and the filing does not include updated financial guidance.
Navan reported first quarter fiscal 2027 results for the quarter ended April 30, 2026, with revenue of $220 million, up 40% year-over-year, and Gross Booking Volume up 50% to $3.1 billion. The company raised its fiscal 2027 revenue growth outlook to 30% at the midpoint, from 24% previously, and GAAP net loss narrowed to $21 million from $61 million, while the GAAP operating loss widened slightly to $18 million from $16 million.
Total revenue was $220 million, up 40% year-over-year; Gross Booking Volume rose 50% to $3.1 billion.
GAAP net loss was $21 million, versus $61 million a year earlier; GAAP loss from operations was $18 million, versus $16 million.
Fiscal 2027 revenue guidance raised to $907 million to $913 million, or 30% growth at the midpoint, from 24% previously.
Second quarter fiscal 2027 revenue guidance is $219 million to $221 million; non-GAAP income from operations is $13.5 million to $14.5 million.
Oracle reported fiscal fourth-quarter 2026 total revenues of $19.2 billion, up 21%, and GAAP diluted earnings per share of $1.45, up 21%. The company raised its fiscal 2027 non-GAAP EPS guidance to $8.05 and confirmed its prior revenue guidance of $90 billion, while fiscal 2026 free cash flow was negative $23.7 billion. The board also declared a $0.50 per share common stock dividend payable July 24, 2026.
Q4 non-GAAP EPS was $2.11, up 24%; the company said one-time investment gains were included, and excluding them Q4 non-GAAP EPS would be $2.03, up 20%.
Q4 Cloud revenues were $9.9 billion, up 47%, with Cloud Infrastructure (IaaS) up 93% to $5.8 billion.
Q4 restructuring and other expense was $823 million, compared with $83 million a year earlier.
Fiscal 2026 capital expenditures were $55.7 billion and free cash flow was negative $23.7 billion; the common dividend is $0.50 per share, with a July 10, 2026 record date and July 24, 2026 payment date.
Oxford Industries reported first-quarter fiscal 2026 net sales of $391 million, down from $393 million a year earlier, and GAAP earnings per share of $1.00, down from $1.70. The company narrowed its full-year sales forecast by lowering the top of the range and raised the low end of its adjusted EPS forecast, so shareholders face weaker sales expectations but a narrower profit outlook.
Q1 fiscal 2026 net sales were $391 million versus $393 million; Lilly Pulitzer sales fell 8.8% and Johnny Was fell 12.9%.
GAAP EPS was $1.00 versus $1.70; adjusted EPS was $1.39 versus $1.82, and tariffs added $11 million, or $0.55 per share.
Full-year fiscal 2026 net sales are now expected at $1.475 billion to $1.505 billion, with the top end lowered.
Adjusted EPS guidance is $2.30 to $2.70, with the low end raised; the board declared a $0.70 quarterly dividend payable July 31, 2026.
Stitch Fix reported third quarter fiscal 2026 net revenue of $340.3 million, up 4.7% from a year earlier, and a net loss of $1.5 million, compared with $7.4 million a year earlier. The company also issued fourth quarter revenue guidance of $322 million to $327 million and updated its full fiscal 2026 revenue outlook to $1.346 billion to $1.351 billion.
Q3 net revenue $340.3 million, up 4.7% year over year; diluted loss per share $0.01 versus $0.06 a year earlier
Active clients were 2.309 million, up 0.9% from the prior quarter but down 1.9% year over year
Adjusted EBITDA was $13.2 million, a 3.9% margin, versus $11.0 million a year earlier; gross margin was 43.7%, down 50 basis points
Q4 fiscal 2026 net revenue outlook is $322 million to $327 million; full-year adjusted EBITDA outlook is $49 million to $52 million
Core & Main reported fiscal 2026 first quarter results for the period ended May 3, 2026. Net sales were essentially flat at $1,910 million, while net income rose 7.6% to $113 million and diluted EPS rose 9.6% to $0.57. The company reaffirmed its full-year fiscal 2026 outlook, which is positive for shareholders because profit grew and guidance held, although sales were flat.
Net sales of $1,910 million vs. $1,911 million a year earlier, as lower volume was offset by acquisitions
Net income rose 7.6% to $113 million; diluted EPS rose 9.6% to $0.57; Adjusted Diluted EPS rose 5.9% to $0.72
Repurchased 1.8 million shares for $88 million in the quarter, plus $37 million for 0.8 million shares after quarter end
Fiscal 2026 outlook reaffirmed: net sales of $7,800 to $7,900 million and Adjusted EBITDA of $950 to $980 million
Chewy reported first quarter fiscal 2026 results for the 13 weeks ended May 3, 2026, with net sales up 7.7% year over year and net income of $94.8 million, up from $62.4 million. Diluted earnings per share rose to $0.23 from $0.15, and adjusted diluted EPS rose to $0.43 from $0.35, so the headline profit measures improved for shareholders. The filing does not include any updated financial guidance.
Net sales of $3.36 billion, up 7.7% year over year; active customers of 21.497 million, up 3.6%
Net income of $94.8 million and diluted EPS of $0.23, versus $62.4 million and $0.15 a year earlier
Adjusted EBITDA of $253.1 million, up from $192.7 million, with a 7.5% margin; repurchases of common stock totaled $200.0 million in the quarter
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.
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