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).
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
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
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.
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.
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
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.
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.
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
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.
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
Credo reported fourth-quarter and fiscal 2026 results, with quarterly revenue of $437.0 million and full-year revenue of $1.3 billion, and guided first-quarter fiscal 2027 revenue to $465.0 million to $475.0 million. The same filing disclosed a one-time performance-based equity award for CEO William Brennan that vests only if revenue and stock price targets are met over a five-year period ending June 30, 2031.
Q4 fiscal 2026 revenue of $437.0 million rose 157.0% year over year and 7.4% quarter over quarter; GAAP diluted net income per share was $0.88, versus $0.20 a year earlier.
Fiscal 2026 revenue was $1.3 billion, compared with $436.8 million in fiscal 2025; GAAP net income was $472.3 million, versus $52.2 million.
First-quarter fiscal 2027 revenue is expected to be between $465.0 million and $475.0 million.
On May 28, 2026, the board approved special PSUs for CEO William Brennan: six tranches of 239,500 shares each, tied to revenue goals from $2.5 billion to $7.5 billion and stock price goals from $244.70 to $489.40.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
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