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
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
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
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.
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.
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
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.
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.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.