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).
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
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
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
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
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
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.
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.
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
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.
Casey's reported fourth-quarter diluted EPS of $4.37, up from $2.63 a year earlier, with net income of $162.7 million, driven by higher inside and fuel gross profit. For fiscal 2026, diluted EPS was $19.16 and EBITDA was nearly $1.5 billion, and the company guided fiscal 2027 EBITDA growth of 8% to 10%. The board also expanded the share repurchase authorization to $1 billion from $400 million, which bears directly on shareholder returns.
Q4 fiscal 2026 diluted EPS $4.37, up 66.2%; net income $162.7 million, up 65.5%
Fiscal 2026 diluted EPS $19.16, up 30.9%; net income $714.4 million, up 30.7%
Share repurchase authorization expanded to $1 billion from $400 million, effective June 4, 2026
Quarterly dividend raised 14% to $0.65 per share, payable August 14, 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
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.
Gloo Holdings reported first quarter 2026 revenue of $41.5 million, up 238% from the prior-year period, and a net loss of $17.1 million, down from $27.0 million a year earlier. The company raised its fiscal 2026 revenue guidance to $195.0 million and guided second quarter revenue to $44.0 million and Adjusted EBITDA to negative $8.5 million. Shareholders get a clearer view of growth and a narrowing loss, though the company still reports a net loss and has not reached Adjusted EBITDA profitability.
Q1 2026 total revenue was $41.5 million, versus $12.3 million in the prior-year period, and above the $36.0 million consensus cited in the release.
Net loss narrowed to $17.1 million from $27.0 million; Adjusted EBITDA was negative $11.5 million, compared with negative $18.6 million in Q4 2025.
Fiscal 2026 revenue guidance raised to $195.0 million; Q2 2026 revenue expected at $44.0 million and Adjusted EBITDA at negative $8.5 million.
Gloo agreed to acquire the remaining 20% stake in Midwestern, which would remove a $12.1 million call option liability from its balance sheet.
U.S. Global Investors restated per-share results for the three and nine months ended March 31, 2026, after a spreadsheet omission understated weighted-average shares. The error changed only share counts and EPS; net income, revenue and operating income were not affected. Restated Q3 net income of $2.7 million compares with a net loss a year earlier, so shareholders see lower per-share figures but unchanged underlying profit.
Restated Q3 basic and diluted EPS is $0.21, down from $0.23 as reported; nine-month EPS is $0.26, down from $0.27.
Weighted-average shares for the quarter were understated by 702,484 shares; the company said net income, revenue and cash were not affected.
Q3 operating revenues were $2.8 million, up 31% from the same quarter of fiscal 2025 and up 10% from the prior quarter.
Q3 net income was $2.7 million, compared with a net loss of $382 thousand in the same quarter a year earlier.
Motorcar Parts of America reported fiscal 2026 fourth-quarter net sales up 9.9% to $212.3 million and net income of $9.7 million, or $0.42 per diluted share, versus a net loss of $722,000 a year earlier. For fiscal 2027 the company expects net sales of $780 million to $800 million, operating income of $86 million to $91 million, and EBITDA of $95 million to $100 million, which would be a meaningful increase in profit against fiscal 2026 operating income of $65.8 million.
Q4 fiscal 2026 net sales rose $19.2 million, or 9.9%, to $212.3 million, including $19.9 million of core revenue tied to inventory realignment at customer distribution centers.
Full-year fiscal 2026 net income was $12.4 million, or $0.62 per diluted share, versus a net loss of $19.5 million a year earlier; operating income was $65.8 million versus $39.9 million.
Fiscal 2027 guidance: net sales of $780 million to $800 million, operating income of $86 million to $91 million, and EBITDA of $95 million to $100 million.
The company repurchased 955,608 shares for $11.4 million in fiscal 2026 and had $22.1 million remaining under its current buyback authorization as of March 31, 2026.
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.
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
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.
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.
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.
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.
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.
Five Below reported first-quarter fiscal 2026 net sales of $1,285.6 million, up 32.5% from $970.5 million, with comparable sales up 22.7%. Net income rose to $123.1 million from $41.1 million, and diluted earnings per share were $2.21 versus $0.75 a year earlier. The company also raised its full-year 2026 sales and earnings outlook, which now calls for diluted EPS of $8.62 to $9.02.
Q1 net sales $1,285.6 million vs. $970.5 million; comparable sales up 22.7%
Q1 diluted EPS $2.21 vs. $0.75; net income $123.1 million vs. $41.1 million
Full-year 2026 outlook: net sales $5.40 billion to $5.48 billion; diluted EPS $8.62 to $9.02
Second-quarter outlook: net sales $1.18 billion to $1.20 billion; diluted EPS $1.15 to $1.27
Broadcom reported unaudited second-quarter fiscal 2026 results for the quarter ended May 3, 2026, with net revenue of $22,187 million, up 48% from the prior year, and GAAP net income of $9,310 million, up 88%. The company guided third-quarter revenue to approximately $29.4 billion, an 84% increase from the prior year period, and declared a quarterly dividend of $0.65 per share.
Q2 non-GAAP diluted EPS was $2.44, up 54%; GAAP diluted EPS was $1.91, up 85%
Q2 free cash flow was $10,262 million, or 46% of revenue
Q3 fiscal 2026 revenue guidance is approximately $29.4 billion; non-GAAP operating income guidance is about 67% of projected revenue
Quarterly dividend of $0.65 per share is payable June 30, 2026, to holders of record on June 22, 2026
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.
CrowdStrike reported fiscal first-quarter 2027 results for the period ended April 30, 2026, with total revenue of $1.39 billion, up 26%, and GAAP net income attributable to CrowdStrike of $27.8 million, compared with a $104.3 million loss a year earlier. The company also raised its fiscal 2027 net new ARR growth guidance and approved a four-for-one stock split, with split-adjusted trading expected to begin July 2, 2026.
Total revenue was $1.39 billion, up 26% from $1.10 billion; ARR grew 24% to $5.51 billion.
GAAP diluted EPS was $0.11, compared with a loss of $0.42 in the first quarter of fiscal 2026.
Fiscal 2027 net new ARR growth guidance was raised by 520 basis points at the midpoint, to 27.7%.
Stockholders of record on June 25, 2026 will receive three additional shares for each share held, after the close of business on July 1, 2026.
Veeva reported first quarter fiscal 2027 results for the period ended April 30, 2026, with total revenues of $882.9 million, up 16% year over year, and GAAP diluted net income per share of $1.57, up from $1.37. The company also updated its fiscal 2027 guidance, which its CFO described as raised, setting total revenues between $3,635 and $3,645 million.
Total revenues were $882.9 million, up from $759.0 million; subscription revenues were $730.2 million, up 15%.
GAAP fully diluted net income per share was $1.57, compared with $1.37; non-GAAP fully diluted net income per share was $2.24, compared with $1.97.
Fiscal 2027 guidance: total revenues of $3,635 to $3,645 million and non-GAAP fully diluted net income per share of approximately $9.05.
Fiscal second quarter (ending July 31, 2026) guidance: total revenues of $902 to $905 million.
Ollie's Bargain Outlet reported first quarter fiscal 2026 results for the 13 weeks ended May 2, 2026, with net sales up 14.2% to $658.9 million and diluted earnings per share of $0.92, up from $0.77. The company raised its fiscal 2026 earnings per share outlook to $4.45 to $4.55 from $4.40 to $4.50, and it repurchased $53.4 million of its stock in the quarter.
Net income was $56.4 million, compared with $47.6 million a year earlier; adjusted diluted EPS was $0.91, up 21.3%.
Comparable store sales rose 1.7%, versus 2.6% in the prior-year quarter.
Fiscal 2026 adjusted net income per diluted share outlook: $4.45 to $4.55, up from $4.40 to $4.50.
The company opened 27 stores, ending the quarter with 672 stores in 35 states, and had $205.4 million left under its repurchase authorization.
GameStop reported first-quarter results for the 13 weeks ended May 2, 2026, with net sales up 14% to $835.3 million from $732.4 million, and net income of $389.6 million versus $44.8 million a year earlier. A $268.4 million unrealized gain on a derivative asset tied to eBay shares contributed to the profit, and diluted EPS was $0.66 versus $0.09. The board also approved a new discretionary $2.0 billion share repurchase authorization through June 2, 2029, which may be terminated at any time.
Net sales were $835.3 million, up from $732.4 million, with collectibles rising to $348.9 million from $211.5 million.
Net income was $389.6 million versus $44.8 million; it includes a $268.4 million unrealized gain on a derivative asset tied to eBay shares.
Operating income was $143.3 million, compared with an operating loss of $10.8 million a year earlier.
On June 2, 2026, the board approved a $2.0 billion repurchase authorization through June 2, 2029, replacing the March 2019 authorization.
Ulta Beauty reported first-quarter fiscal 2026 results for the period ended May 2, 2026, with net sales up 11.1% to $3.2 billion and diluted EPS up 15.5% to $7.74. The company raised its fiscal 2026 diluted EPS outlook to $28.36 to $28.80 and its operating income growth outlook to 6.5% to 9%, while leaving net sales, comparable sales and capital expenditure guidance unchanged. Shareholders benefit from higher profit and $555.0 million in share repurchases, though SG&A expenses rose 14.6%, faster than net sales.
Net sales rose 11.1% to $3.2 billion and comparable sales rose 5.3%; operating income rose 11.6% to $448.3 million.
Diluted EPS was $7.74 versus $6.70 a year earlier; net income was $340.5 million.
Fiscal 2026 diluted EPS outlook raised to $28.36 to $28.80 from $28.05 to $28.55; operating income growth outlook raised to 6.5% to 9% from 6% to 9%.
Repurchased $555.0 million of common stock; $1.3 billion remained under the $3.0 billion program as of May 2, 2026.
Victoria's Secret & Co. reported first quarter 2026 net sales of $1.560 billion, up 15% and above its guidance range of $1.490 billion to $1.525 billion, and diluted EPS of $0.56 compared with a loss of $0.02 a year earlier. The company raised its full-year 2026 net sales and adjusted operating income guidance, which signals stronger expected results for shareholders.
Q1 net sales of $1.560 billion, up 15% from $1.353 billion; comparable sales rose 13%.
Q1 diluted EPS of $0.56 versus a loss of $0.02 a year earlier; adjusted EPS of $0.60 versus guidance of $0.20 to $0.30.
FY2026 net sales guidance raised to $7.030 billion to $7.130 billion from $6.850 billion to $6.950 billion.
FY2026 adjusted operating income guidance raised to $550 million to $580 million from $430 million to $460 million.
Signet Jewelers reported first quarter fiscal 2027 sales of $1,553.6 million, up from $1,541.6 million a year earlier, with same store sales up 1.8%. GAAP operating income fell to $36.9 million from $48.1 million after $41.7 million of restructuring and related charges, while adjusted diluted EPS rose to $1.56 from $1.18 and the company raised its full-year adjusted diluted EPS guidance to $9.20 to $11.00.
Sales of $1,553.6 million vs. $1,541.6 million in Q1 of fiscal 2026; same store sales up 1.8%.
GAAP operating income of $36.9 million vs. $48.1 million, including $41.7 million of restructuring and related charges, largely non-cash and mainly tied to the James Allen transition.
Diluted EPS of $0.78, flat year over year; adjusted diluted EPS of $1.56 vs. $1.18.
Fiscal 2027 adjusted diluted EPS guidance raised to $9.20 to $11.00 from $8.80 to $10.74; quarterly dividend of $0.35 per share declared, and a $50 million accelerated share repurchase planned this month.
Dollar General reported first-quarter fiscal 2026 results for the 13 weeks ended May 1, 2026, with net sales up 3.4% to $10.8 billion and diluted EPS up 12.4% to $2.00. The company raised its fiscal 2026 diluted EPS guidance to $7.20 to $7.45 from $7.10 to $7.35, and shareholders at the May 28 annual meeting approved executive pay on an advisory basis, ratified Ernst & Young as auditor, and rejected three shareholder proposals.
Diluted EPS was $2.00 versus $1.78 a year earlier; operating profit rose 10.8% to $638.5 million.
Same-store sales increased 2.0%, including a 1.4% increase in customer traffic.
Fiscal 2026 diluted EPS guidance was raised to $7.20 to $7.45; net sales growth guidance of 3.7% to 4.2% was unchanged.
The Board declared a $0.59 per share quarterly dividend on June 1, payable on or before July 21, 2026.
U.S. Global Investors said its earnings per share for the three and nine months ended March 31, 2026 were overstated because a spreadsheet formula omitted a component of shares from the weighted-average share count. The company will file a Form 10-Q/A, and earlier reports for those periods should no longer be relied upon, though net income, revenues, and cash flows were not affected. Management also concluded that a material weakness in internal control over financial reporting existed as of March 31, 2026.
The restatement covers the three and nine months ended March 31, 2026, previously reported in the Form 10-Q filed May 13, 2026.
Weighted-average shares were understated by 702,484 for the quarter and 230,743 for the nine months, overstating EPS by $0.02 and $0.01, respectively.
Corrected basic and diluted EPS for the quarter is $0.21; net income for the quarter was $2.7 million, which the company says is unchanged.
The Audit Committee discussed the matters with Grant Thornton LLP, and management is implementing enhanced review procedures and spreadsheet controls.
HPE reported fiscal second-quarter revenue of $10.7 billion, up 40% from a year earlier, and GAAP diluted EPS of $0.44, above its outlook range of $0.09 to $0.13. It raised its fiscal 2026 non-GAAP diluted EPS range to $3.35 to $3.45 and introduced a fiscal 2027 growth framework, and it appointed Christopher P. Hsu to its board under the Elliott cooperation agreement. The company also completed the sale of its H3C stake for approximately $370.4 million and declared a $0.1425 quarterly dividend.
Q2 revenue of $10.7 billion, up 40%; GAAP diluted EPS of $0.44 and non-GAAP diluted EPS of $0.79, both above outlook
Fiscal 2026 non-GAAP diluted EPS raised to $3.35 to $3.45; free cash flow now expected to be at least $3.5 billion
Fiscal 2027 framework: revenue growth of 8% to 12% and non-GAAP diluted EPS growth of 12% to 16%
Quarterly dividend of $0.1425 per share payable July 15, 2026, to holders of record on June 16, 2026
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