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
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.
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
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.
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
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
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
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
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
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.
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
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
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.
Lakeland Industries reported fiscal first quarter 2027 results for the period ended April 30, 2026. Net sales rose 1.4% to $47.4 million and net income was $0.4 million, compared with a net loss of $3.9 million a year earlier, but the profit swing reflects a $6.5 million gain on the sale of HPFR and HiViz product lines, while gross profit fell 4.9%.
Net sales were $47.4 million, up $0.7 million or 1.4% from $46.7 million in Q1 FY26.
Gross profit was $14.9 million, down $0.8 million or 4.9% from $15.6 million.
Net income was $0.4 million versus a net loss of $3.9 million, and the reconciliation includes a $6.5 million gain on sale of certain assets recorded in March 2026.
Adjusted EBITDA excluding FX was $1.1 million, compared with $0.6 million; borrowings under the revolving credit facility were $23.8 million as of April 30, 2026.
Cracker Barrel reported fiscal third-quarter 2026 revenue of $797.4 million, down 2.9% from a year earlier, and GAAP diluted earnings of $1.90 per share, which include a $47.4 million litigation settlement benefit. Excluding non-GAAP adjustments, adjusted diluted earnings were $0.29 per share versus $0.58 a year earlier, and adjusted EBITDA was $40.3 million versus $48.1 million. The company raised its fiscal 2026 revenue and adjusted EBITDA outlook, which is the main positive for shareholders.
Q3 total revenue $797.4 million, down 2.9%; comparable store restaurant sales down 2.6%
GAAP diluted EPS $1.90 vs $0.56; adjusted diluted EPS $0.29 vs $0.58
Fiscal 2026 adjusted EBITDA outlook raised to $120 million to $125 million from $85 million to $100 million
Fiscal 2026 revenue outlook raised to $3.27 billion to $3.30 billion from $3.24 billion to $3.27 billion
Perma-Pipe reported first-quarter fiscal 2026 results for the quarter ended April 30, 2026. Net sales rose 7.5% to $50.3 million, but gross profit fell to $14.6 million from $16.7 million, and net income attributable to common stock fell to $1.8 million from $5.0 million, which management attributed partly to Middle East project delays and start-up costs. Management still expects revenue and net income growth for fiscal 2026 compared with fiscal 2025.
Net sales were $50.3 million, up from $46.7 million a year earlier, driven by higher volumes in North America and MENA.
Net income attributable to common stock was $1.8 million, versus $5.0 million; diluted EPS was $0.22, versus $0.61.
Backlog reached $136.5 million at April 30, 2026, up about 12% from $121.6 million at January 31, 2026.
Management said no projects have been cancelled and still expects revenue and net income growth for fiscal 2026.
Titan Machinery reported fiscal first-quarter 2027 results for the three months ended April 30, 2026. Revenue fell to $522.4 million from $594.3 million, while the net loss narrowed to $12.6 million, or $0.55 per diluted share, from $13.2 million, or $0.58 per share. The company reaffirmed its fiscal 2027 modeling assumptions, which include an adjusted diluted loss per share of ($1.25) to ($1.75), so shareholders see a smaller loss against weaker sales and continued expected losses for the year.
Revenue was $522.4 million versus $594.3 million a year earlier; Europe revenue fell 35.6% and Agriculture revenue fell 10.4%.
Net loss was $12.6 million, or $0.55 per diluted share, compared with a net loss of $13.2 million, or $0.58 per share.
Gross profit margin rose to 17.1% from 15.3%, while adjusted EBITDA was $1.0 million versus $2.6 million.
Fiscal 2027 guidance was reaffirmed, with adjusted diluted loss per share expected at ($1.25) to ($1.75); net cash used for operating activities was $23.1 million.
J.M. Smucker reported fourth-quarter fiscal 2026 net sales of $2.3 billion, up 6%, and adjusted earnings per share of $2.77, up 20%. For the full fiscal year, adjusted EPS fell 10% to $9.15 and the company posted a net loss of $1.30 per diluted share, while it guided fiscal 2027 net sales down 3.0% to 4.0% and adjusted EPS of $9.75 to $10.25.
Q4 net sales $2.3 billion (about $2,268.1 million), up 6%; adjusted EPS $2.77 vs. $2.31 a year earlier.
Q4 GAAP net income $3.64 per diluted share, compared with a net loss of $6.85 in the prior-year quarter, which included $867.3 million of goodwill impairment charges.
Fiscal 2026 net sales $9.1 billion, up 4%; net loss of $1.30 per diluted share; adjusted EPS $9.15, down 10%.
Fiscal 2027 outlook: net sales down 3.0% to 4.0%, adjusted EPS $9.75 to $10.25, free cash flow about $1.0 billion.
UNFI reported third-quarter fiscal 2026 results for the 13 weeks ended May 2, 2026. Net sales fell 4.2% to $7.7 billion, which the company said included about 450 basis points of impact from optimization actions, while net income rose to $33 million from a $7 million loss a year earlier. The company reiterated its full-year fiscal 2026 outlook midpoints and narrowed the ranges, and reported net leverage of 2.5x.
Net sales decreased 4.2% to $7.7 billion, including about 450 basis points of impact from optimization actions
Net income of $33 million, or $0.52 per diluted share, versus a net loss of $7 million, or $0.12 per share, a year earlier
Adjusted EBITDA rose 16.6% to $183 million; free cash flow was $54 million versus $119 million
Fiscal 2026 outlook midpoints reiterated for net sales, net income, EPS, Adjusted EBITDA and Adjusted EPS, with ranges narrowed
Duluth Trading reported a fiscal first-quarter net loss of $10.0 million, down from $15.3 million a year earlier, while net sales fell 4.0% to $98.6 million. The company raised its fiscal 2026 Adjusted EBITDA guidance and affirmed its net sales guidance, so shareholders get a mixed picture of lower sales offset by better profitability and a higher profit outlook.
Net sales decreased 4.0% to $98.6 million from $102.7 million; direct-to-consumer sales fell 8.7% and retail store sales rose 3.3%.
Net loss was $10.0 million, or ($0.29) per share, versus a net loss of $15.3 million, or ($0.45) per share, a year earlier.
Adjusted EBITDA rose $6.4 million to $2.6 million; gross margin expanded 540 basis points to 57.4%.
Fiscal 2026 Adjusted EBITDA guidance was raised to $28 million to $32 million from $26 million to $30 million; net sales guidance of $540 million to $560 million was affirmed.
BGSF, Inc. furnished an updated investor presentation dated June 5, 2026, which includes results for the quarter ended March 29, 2026. Revenue was flat year over year at $20.9 million, while gross profit and contribution to overhead declined, and the adjusted EBITDA loss from continuing operations narrowed.
Q1 2026 revenue was $20.9 million, unchanged from $20.9 million in the prior-year quarter.
Gross profit fell to $7.4 million from $7.6 million, and gross margin fell to 35.4% from 36.4%.
Adjusted EBITDA from continuing operations was a loss of $0.5 million, compared with a loss of $1.0 million a year earlier.
Adjusted EPS was $0.03, versus $0.23 a year earlier; the current figure includes a $0.09 gain on sale, and the prior-year figure includes discontinued operations.
G-III Apparel reported first-quarter fiscal 2027 net sales down 8% to $536.0 million, while GAAP net income rose to $66.5 million, or $1.50 per diluted share, helped by a $102.7 million pre-tax benefit from expected recovery of IEEPA tariffs. The company raised its fiscal 2027 net income guidance, but its non-GAAP net loss of $0.21 per share and its lower-sales outlook show the profit gain depends heavily on the one-time tariff item.
Net sales fell 8% to $536.0 million from $583.6 million a year earlier.
GAAP net income was $66.5 million, or $1.50 per diluted share, versus $7.8 million, or $0.17, last year.
Non-GAAP net loss was $0.21 per share, compared with non-GAAP earnings of $0.19 per share last year.
Fiscal 2027 GAAP net income is now expected at $171.0 million to $175.0 million; second-quarter net income is expected at $7.0 million to $11.0 million.
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.
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
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
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.
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%
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
PVH reported first quarter 2026 revenue of $2.025 billion, up 2% from the prior year and above its guidance, with non-GAAP EPS of $2.01 above its $1.65 to $1.80 guidance range but down from $2.30 a year earlier. The company lowered its full-year 2026 revenue outlook to approximately flat, citing the prolonged effects of the Middle East conflict on its EMEA business, while reaffirming its non-GAAP operating margin of about 8.8% and EPS range of $11.80 to $12.10.
Q1 revenue $2.025 billion, up 2% (down 2% in constant currency); non-GAAP EPS $2.01 vs. $2.30 a year earlier
Full-year 2026 revenue now projected to be approximately flat, versus a slight increase previously
Full-year non-GAAP operating margin (about 8.8%) and EPS ($11.80 to $12.10) reaffirmed, including about $1.70 per share from expected tariff refunds
Second-quarter 2026 revenue projected to decrease 3% to 4%; no share repurchases made in Q1, with at least $300 million expected for 2026
Netskope reported first-quarter fiscal 2027 revenue of $201.6 million, up 28% year over year, and gave full-year fiscal 2027 revenue guidance of $879 million to $883 million. GAAP net loss widened to $116.5 million and free cash flow turned negative at $(57.2) million, while non-GAAP net loss per share narrowed to $(0.06) from $(0.28). CFO Drew Del Matto also announced his intention to retire and will stay in his role during a search for a successor.
Q1 fiscal 2027 revenue was $201.6 million, up 28% year over year; ARR was $845 million, up 29%.
GAAP net loss was $116.5 million, or $(0.29) per share, versus $79.2 million, or $(0.76) per share, a year earlier.
Free cash flow was $(57.2) million, compared with $17.5 million in the first quarter of fiscal 2026.
CFO Drew Del Matto intends to retire; the company will search for a successor, and he will move to an advisory role afterward.
Sprinklr reported first-quarter fiscal 2027 results for the period ended April 30, 2026, with total revenue up 7% year-over-year to $219.5 million and GAAP net income of $4.2 million, compared with a loss a year earlier. Non-GAAP operating income fell to $31.7 million from $36.7 million, and non-GAAP diluted EPS was $0.11 versus $0.12, so shareholders see revenue and GAAP profit improve while non-GAAP profitability declined. The company also updated its full-year fiscal 2027 outlook, which now calls for total revenue of $866.5 million to $868.5 million.
Total revenue $219.5 million, up 7% from $205.5 million; subscription revenue $194.8 million, up 6%
GAAP diluted EPS $0.02 versus a loss of $0.01; non-GAAP diluted EPS $0.11 versus $0.12
Non-GAAP operating margin 14% versus 18% a year earlier; non-GAAP operating income $31.7 million versus $36.7 million
Q2 fiscal 2027 total revenue guidance $214 million to $215 million; full-year total revenue guidance $866.5 million to $868.5 million
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%.
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