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).
Donaldson reported third quarter fiscal 2026 net sales of $995.1 million, up 5.8%, and GAAP diluted EPS of $1.00 versus $0.48 a year earlier. Adjusted diluted EPS rose 7.1% to $1.06, and the company narrowed its fiscal 2026 guidance, raising its organic sales outlook while lowering its adjusted operating margin range.
Net sales of $995.1 million, up 5.8%; Mobile Solutions sales rose 8.1% and Life Sciences rose 12.7%
GAAP diluted EPS of $1.00 versus $0.48; adjusted diluted EPS of $1.06 versus $0.99
Closed the Facet Filtration acquisition on May 4, 2026, in an all-cash transaction of $829 million
Fiscal 2026 adjusted operating margin guidance lowered to 15.8% to 16.2% from 16.0% to 16.4%; organic sales growth guidance raised to 3% to 5% from 1% to 5%
Summit Midstream Corporation (NYSE: SMC) said its Board authorized an inaugural program to repurchase up to $35 million of its common stock. The CEO said the company has repaid all arrears on its Series A Preferred Stock and is now in a position to use buybacks to support liquidity and the secondary market for its shares.
Program authorizes repurchases of up to $35 million of common stock, par value $0.01 per share, announced June 1, 2026
Repurchases may be made in the open market, in privately negotiated or block transactions, or under a Rule 10b5-1 plan, subject to debt covenants and market conditions
The program has no fixed expiration date, does not require a specific number of shares to be bought, and may be suspended or discontinued at any time
CEO Heath Deneke said the company has repaid all arrears on its Series A Preferred Stock
American Integrity Insurance Group announced on June 1, 2026 that it has fully placed the 2026-2027 indemnity-based catastrophe excess of loss reinsurance program for its insurance subsidiary, American Integrity Insurance Company. The company said it raised its total third-party excess of loss limit to $2.99 billion and cited rate reductions and improved terms, which may lower its reinsurance costs and reduce its net retention exposure.
Third-party excess of loss reinsurance limit raised to $2.99 billion for all occurrences, citing 9% growth in peak season in-force exposure
Program provides third-party coverage of $2.2 billion for a single catastrophic event
Expected net catastrophe reinsurance premiums ceded to third parties of $430 million to $440 million for the 2026 treaty year
Additional $260 million of catastrophe bonds issued in 2026 at more favorable pricing
Array Digital Infrastructure, a subsidiary of Telephone and Data Systems (TDS), completed the sale of select spectrum assets to Verizon on June 1, 2026, receiving $1.0 billion in cash. The same day, Array's board declared a special cash dividend of $11.00 per share, payable to holders of its common and Series A common stock, which gives TDS a cash distribution from the sale proceeds.
Array received a $1.0 billion cash purchase price at the closing of the spectrum sale to Verizon, under a License Purchase Agreement dated October 17, 2024.
Array declared a special cash dividend of $11.00 per share on June 1, 2026.
Record date is June 11, 2026, and the payment date is scheduled for June 25, 2026.
As of June 1, 2026, TDS held 33,005,877 Series A shares and 37,782,826 common shares of Array.
Array completed the sale of select spectrum assets to Verizon for $1.0 billion in cash and declared a special cash dividend of $11.00 per share. The company says the dividend reflects the Verizon closing and other transactions alongside cash on hand, and it does not expect additional dividends in 2026. The special committee's evaluation of a non-binding acquisition proposal from TDS is separate, and the committee has not made a decision.
Verizon paid $1.0 billion in cash at the June 1, 2026 closing of the spectrum sale
Special dividend of $11.00 per share; record date June 11, 2026; payment date June 25, 2026
Spectrum sales to T-Mobile totaling $168 million were completed in May 2026
TDS's non-binding proposal dated May 7, 2026 remains under special committee review with no decision
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.
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.
Welltower said it expects to raise its quarterly common stock dividend to $0.85 per share, beginning with the second quarter of 2026, according to a June 1, 2026 press release furnished with the filing. The increase is subject to further review and approval by the Board, and the CEO tied it to the company's low payout ratio and strong cash flow per share growth.
Expected quarterly dividend of $0.85 per share, beginning with the second quarter of 2026, described as a 15% increase
Board approval remains required; the declaration and payment of future dividends is subject to further review
CEO cited approximately $11 billion of net investment in 2025 and $10.5 billion of closed or announced investment through the first four months of 2026
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.