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).
Progress Software reported fiscal second-quarter 2026 revenue of $253 million, up 7% year over year, and GAAP diluted earnings per share of $0.50, up from $0.39. The company raised its fiscal 2026 revenue guidance to $990 million to $1.002 billion and its non-GAAP EPS guidance to $6.09 to $6.21, but lowered its GAAP EPS guidance to $1.60 to $1.74.
Q2 revenue was $253 million, up 7% year over year; ARR was $868 million, up 2% on a constant currency basis.
GAAP diluted EPS was $0.50 versus $0.39 a year earlier; non-GAAP diluted EPS was $1.62 versus $1.40.
FY2026 revenue guidance rose to $990 million to $1.002 billion from $988 million to $1 billion; non-GAAP EPS guidance rose to $6.09 to $6.21 from $5.91 to $6.03.
FY2026 GAAP diluted EPS guidance fell to $1.60 to $1.74 from $1.71 to $1.87 (prior guidance dated March 30, 2026).
Winnebago Industries reported third-quarter fiscal 2026 net revenues of $698.7 million, down 9.9% from $775.1 million a year earlier, with diluted EPS of $0.51 versus $0.62. The company lowered its fiscal 2026 reported and adjusted EPS guidance, citing weak retail demand, cautious dealer ordering and a challenging outlook for the RV sector.
Q3 net revenues of $698.7 million, down 9.9%; adjusted diluted EPS of $0.66 versus $0.81 a year earlier
Fiscal 2026 reported EPS guidance cut to $1.05 to $1.40 from $1.50 to $2.20; adjusted EPS guidance cut to $1.65 to $2.00 from $2.10 to $2.80
Fiscal 2026 consolidated net revenue guidance of $2.65 billion to $2.75 billion; calendar 2026 North American RV wholesale shipments expected at 290,000 to 310,000 units
Quarterly cash dividend of $0.35 per share approved May 15, 2026, payable June 24, 2026
Primoris lowered its full-year 2026 outlook, citing additional cost overruns and delays on six Renewables projects, and now expects net income of $71.0 million to $101.0 million, down from $223.0 million to $234.0 million. The company also said Chief Operating Officer Jeremy Kinch left on June 22, 2026, with CEO Koti Vadlamudi covering the role during a search, and it reported about $2.0 billion in second-quarter Energy segment awards and about $50 million of share repurchases.
Full-year 2026 net income now expected at $71.0 million to $101.0 million, down from $223.0 million to $234.0 million
Diluted EPS now $1.30 to $1.85 (previously $4.05 to $4.25); Adjusted EBITDA now $275.0 million to $325.0 million (previously $480.0 million to $500.0 million)
Renewables revenue for 2026 expected at about $2.1 billion versus about $3.0 billion in 2025
COO Jeremy Kinch departed June 22, 2026; the company said it was not related to any financial or accounting issue
Pfizer said on June 18, 2026 that it is reaffirming all components of its full-year 2026 guidance, following its announcement of a Chief Financial Officer transition the same day. The guidance includes revenues of $59.5 billion to $62.5 billion and adjusted diluted EPS of $2.80 to $3.00, unchanged from the December 16, 2025 guidance and the May 5, 2026 reaffirmation.
Full-year 2026 revenue guidance reaffirmed at $59.5 billion to $62.5 billion
Adjusted diluted EPS guidance reaffirmed at $2.80 to $3.00
Guidance first issued December 16, 2025 and reaffirmed May 5, 2026 on the first quarter earnings call
Filing follows a Chief Financial Officer transition announcement made June 18, 2026
Graham Corporation posted slides for its June 18, 2026 Investor Day, furnished as Exhibit 99.1 to this 8-K. The deck introduces new three-year targets for FY27 to FY29, including 8-10% incremental margin expansion, organic revenue growth toward top-quartile levels, and selective, accretive acquisitions, which give shareholders a stated framework for future performance.
Slides were posted June 18, 2026 and accompany the company's 2026 Investor Day presentation.
New targets cover FY27-FY29: 8-10% incremental margin expansion, organic revenue CAGR toward top quartile, and selective, accretive M&A.
The deck cites a 19% revenue CAGR since FY22 and a market capitalization of $1.3 billion as of the June 15, 2026 close.
The deck cites a Navy revenue opportunity of about $1.8 billion through 2056, based on strategic platform projections.
Jabil reported preliminary, unaudited results for the fiscal third quarter ended May 31, 2026, with net revenue of $8.8 billion, up from $7.8 billion a year earlier, and U.S. GAAP diluted earnings per share of $2.59, up from $2.03. The company raised its fiscal 2026 outlook for revenue, core operating margin, core earnings per share and free cash flow, and the company warned that final results could differ from these preliminary figures.
Third-quarter net revenue was $8.8 billion, compared with $7.8 billion a year earlier.
Core diluted EPS (non-GAAP) was $3.16, compared with $2.55; U.S. GAAP diluted EPS was $2.59, compared with $2.03.
Fiscal 2026 outlook: net revenue of $35 billion, core diluted EPS of $12.70 and adjusted free cash flow of $1.4 billion or more.
Fourth-quarter net revenue outlook is $9.2 billion to $10.0 billion, with core diluted EPS of $3.80 to $4.20.
RH reported first quarter 2026 results for the period ended May 2, 2026, with net revenues down 1.7% to $800.3 million and a net loss of $13.7 million, compared with net income of $8.0 million a year earlier. The company raised its full-year 2026 outlook, which matters to shareholders because it signals management expects revenue growth of 4.5% to 8.0% for the year despite the weaker quarter.
Q1 net loss of $13.7 million, or $0.73 per diluted share, versus net income of $8.0 million, or $0.40 per diluted share, in the prior-year quarter
Q1 adjusted EBITDA of $56.9 million, with an adjusted EBITDA margin of 7.1%
Raised fiscal 2026 outlook: revenue growth of 4.5% to 8.0% and adjusted EBITDA margin of 14.2% to 16.0%
Second quarter 2026 outlook: revenue growth of 0.5% to 2.5% and adjusted EBITDA margin of 11.5% to 13.0%
Vera Bradley reported first quarter fiscal 2027 revenue of $55.7 million, up 7.8% from $51.7 million a year earlier, and a GAAP net loss from continuing operations of $4.8 million, or $0.17 per diluted share, versus $18.3 million, or $0.66 per share, in the prior-year quarter. The company raised its fiscal 2027 non-GAAP operating loss improvement target to at least 50% from 40%, which signals a narrower expected loss for shareholders.
Net revenues rose 7.8% to $55.7 million, the first quarter of revenue growth since fiscal 2022
GAAP net loss from continuing operations was $4.8 million ($0.17 per diluted share), versus $18.3 million ($0.66) a year earlier
Non-GAAP operating loss improvement guidance raised to at least 50% from at least 40%; fiscal 2027 sales expected between $255 million and $270 million
CECO Environmental issued an initial full year 2026 outlook for the combined company after closing its acquisition of Thermon Group Holdings on June 1, 2026. The company expects revenue of $1.275 billion to $1.375 billion and Adjusted EBITDA of $195 million to $225 million, with guidance including seven months of Thermon contribution. Both measures are projected to rise about 20% and 25%, respectively, at the midpoints compared with the prior year.
Thermon acquisition closed June 1, 2026; guidance includes June through December contribution from Thermon.
Full year 2026 revenue expected between $1.275 billion and $1.375 billion, up about 20% at the midpoint year over year.
Adjusted EBITDA expected between $195 million and $225 million, up about 25% at the midpoint; free cash flow expected to be at least 55% of Adjusted EBITDA.
Management remains confident in generating $40 million or more in cost synergies.
Academy Sports and Outdoors reported first-quarter fiscal 2026 net sales of $1.44 billion, up 6.7%, and GAAP diluted EPS of $0.80, up 17.6%. The company raised the low end of its full-year guidance, lifting GAAP diluted EPS to $5.95 to $6.35 from $5.65 to $6.15, which benefits shareholders while management says it expects inflationary pressures to continue weighing on consumer spending.
Q1 net sales of $1.44 billion, up 6.7%; comparable sales up 2.9%
Q1 GAAP diluted EPS of $0.80, up 17.6%; adjusted diluted EPS of $0.93, up 22.4%
FY2026 GAAP diluted EPS guidance raised to $5.95-$6.35 from $5.65-$6.15; adjusted EPS guidance raised to $6.40-$6.80 from $6.10-$6.60
Quarterly dividend of $0.15 per share declared June 4, 2026, payable July 16, 2026 to holders of record on June 18, 2026
Vail Resorts reported third-quarter fiscal 2026 net income attributable to the company of $314.4 million, down from $389.7 million a year earlier, and Resort Reported EBITDA of $586.4 million, down from $647.7 million. The company reduced its fiscal 2026 guidance to net income of $128 million to $162 million and Resort Reported EBITDA of $735 million to $755 million, citing weather that hurt visitation and demand in the western U.S.
Q3 Resort Net Revenue decreased $90.4 million, or 7.0%, to $1,205.1 million, with total skier visits down 15.5%.
Fiscal 2026 net income guidance is $128 million to $162 million, and Resort Reported EBITDA guidance is $735 million to $755 million.
Pass product units sold through May 26, 2026 for the 2026/2027 season decreased approximately 10%, and sales dollars decreased approximately 5%.
The quarterly cash dividend of $2.22 per share is payable July 9, 2026 to holders of record as of June 25, 2026.
Duluth Trading furnished the slide presentation for its Investor & Analyst Event on June 8, 2026, held at the Nasdaq MarketSite and by webcast. The deck shows net sales down 4% year over year in Q1 2026 but a narrower net loss, and sets targets for 2028 including revenue growth of 1% to 3% CAGR from 2025 and adjusted EBITDA of about $50 million to $60 million. Shareholders get management's multiyear plan, though the targets are forward-looking and the filing says actual results may differ materially.
Q1 2026 net sales were $98.6 million, down 4% year over year, while Q1 net loss narrowed to $10.0 million from $15.3 million.
FY2025 net loss improved to $16.2 million from $43.6 million, and adjusted EBITDA rose to $24.9 million from $14.6 million.
Slides list 2025-2028 targets including revenue growth of 1% to 3% CAGR, gross margin up 200 to 300 basis points, and free cash flow positive.
The event ran from 11:00am to 1:00pm Eastern time on June 8, 2026.
Macy's reported first-quarter 2026 results for the 13 weeks ended May 2, 2026, with comparable sales up 3.0% and GAAP diluted EPS of $0.23, up from $0.13 a year earlier. The company raised its full-year 2026 guidance for net sales, comparable sales and adjusted diluted EPS, with adjusted diluted EPS now expected at $2.00 to $2.20 versus $1.90 to $2.10 previously. Shareholders gain from higher sales and profit measures, though gross margin declined and adjusted EBITDA fell year over year.
Comparable sales rose 3.0%, with Bloomingdale's up 10.2%, Macy's up 1.6% and Bluemercury up 6.4%.
Net sales rose 1.8% to $4.7 billion; adjusted diluted EPS was $0.13 versus $0.11, and GAAP diluted EPS was $0.23 versus $0.13.
Gross margin rate fell 30 basis points to 38.9%, and adjusted EBITDA was $290 million versus $304 million.
Full-year 2026 adjusted diluted EPS guidance rose to $2.00 to $2.20 from $1.90 to $2.10; the board declared a 19.15 cent quarterly dividend payable July 1, 2026.
THOR Industries reported fiscal third-quarter 2026 results for the quarter ended April 30, 2026, with net sales down 3.9% to $2.78 billion and diluted earnings per share down 26.5% to $1.86. The company lowered its full-year fiscal 2026 diluted EPS guidance to $3.30 to $3.80 from $3.75 to $4.25, citing prolonged macroeconomic headwinds, which points to lower expected profit for shareholders.
Q3 net sales were $2.78 billion, down 3.9%; North American Towable net sales fell 24.6% on a 25.0% drop in unit shipments.
Q3 net income attributable to THOR was $97.2 million, down 28.1%, aided by gains on investments and real estate sales.
Full-year fiscal 2026 diluted EPS guidance was cut to $3.30 to $3.80 from $3.75 to $4.25; net sales guidance of $9.0 billion to $9.5 billion was unchanged.
Adjusted EBITDA was $183.6 million, down 28.0% from $254.8 million in the prior-year quarter.
On June 2, 2026, Unisys held a virtual Investor Day and furnished a presentation that includes upwardly revised full-year 2026 revenue guidance and certain medium-term financial targets. The company now expects constant currency revenue growth of (5.0%) to (3.5%) for 2026, while reaffirming its non-GAAP operating profit margin guidance of 9.0% to 11.0%. The revised revenue outlook is an improvement for shareholders, but it still points to lower revenue in 2026.
Full-year 2026 constant currency revenue growth guidance is (5.0%) to (3.5%); reported revenue growth is expected to be (2.0%) to (0.5%) based on April 30, 2026 exchange rates.
Non-GAAP operating profit margin guidance of 9.0% to 11.0% was reaffirmed.
Assumed ClearPath revenue was raised to approximately $425 million from $415 million.
The presentation is furnished as Exhibit 99.1 and the webcast replay will be posted on the investor relations website at www.unisys.com/investor-relations.
PMI said it will record a non-cash impairment of about $500 million on its RBH equity investment in the second quarter of 2026, after RBH's updated five-year plan lowered the estimated fair value of the stake. The impairment and a currency effect reduce the reported 2026 diluted EPS forecast to $7.18 to $7.33, while the adjusted EPS forecast of $8.31 to $8.46 still represents 10.2% to 12.2% growth over 2025.
Reported 2026 diluted EPS forecast is $7.18 to $7.33, including a total 2026 adjustment of $1.13 per share.
Non-cash impairment of RBH equity investment of about $500 million, or 33 cents of diluted EPS, expected in Q2 2026.
Adjusted 2026 diluted EPS forecast of $8.31 to $8.46 vs. $7.54 in 2025; RBH remaining carrying value expected below $100 million.
Q2 2026 adjusted diluted EPS forecast for currency is $1.97 to $2.02, including an estimated 3-cent unfavorable currency impact.
Diversified Healthcare Trust posted an investor presentation on June 1, 2026 that raises its full-year 2026 guidance. Normalized FFO per common share is now expected at $0.56 to $0.62, up from $0.52 to $0.58, and the company attributes the $10 million midpoint increase in SHOP NOI to expense savings in dietary and labor costs.
Normalized FFO per common share guidance rose to $0.56-$0.62 from $0.52-$0.58, a $0.04 increase at the midpoint.
Normalized FFO guidance is $135 million-$150 million, up from $125 million-$140 million; Adjusted EBITDAre guidance is $300 million-$315 million, up from $290 million-$305 million.
SHOP NOI guidance rose to $185 million-$195 million from $175 million-$185 million, driven by targeted cost initiatives, primarily across dietary and labor.
Moody's upgraded the company to B3 in April 2026 and revised its ratings outlook from stable to positive.
SAIC reported first-quarter fiscal 2027 revenue of $1.91 billion, up about 2%, with net income of $115 million, up from $68 million a year earlier. The company raised its adjusted EBITDA and adjusted diluted EPS guidance for fiscal 2027 and reiterated its revenue and free cash flow guidance, which matters to shareholders because the higher profit outlook points to stronger expected earnings, though the quarter included a $12 million gain from an investment sale.
Revenues were $1.91 billion, up 2% from $1.88 billion; organic growth was about 0.5% after adjusting for the SilverEdge acquisition, which added $19 million.
Diluted EPS was $2.61 versus $1.42 a year earlier; adjusted diluted EPS was $3.23 versus $1.92.
Adjusted diluted EPS guidance was raised to $9.90 to $10.10 from $9.50 to $9.70; adjusted EBITDA guidance was raised to $720 million to $730 million from $705 million to $715 million.
The Board declared a quarterly dividend of $0.37 per share, payable July 24, 2026 to holders of record on July 10, 2026.
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.