AI filing briefs · archive

8-K filings in June 2026, explained

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).

Clear

21 of 1,106 briefs match

newest first · times in ET
BTMDbiote Corp. Jun 2, 5:17 PM ET

Biote CEO Bret Christensen steps down June 8; Robert Peterson named interim CEO

Mixed leadership Written later 5.027.01

Biote CEO Bret Christensen resigns as CEO effective June 8, 2026, for family and personal reasons, and remains a director. CFO Robert Peterson becomes interim CEO and a director on the same date, and Marc Beer becomes Executive Chairman; the company reaffirmed its 2026 guidance.

  • Christensen's resignation is effective June 8, 2026; he will serve on the Board as a Class III director until the 2028 annual meeting.
  • Robert Peterson, currently CFO and Chief Business Officer, becomes interim CEO and director, and the Board increased its size to eight directors.
  • The company reaffirmed 2026 guidance for revenue above $190 million and Adjusted EBITDA above $38 million, and the Board has retained an executive search firm to find CFO candidates.
Read the filing on SEC.gov ↗
WSWorthington Steel, Inc. Jun 2, 5:06 PM ET

Worthington Steel prices $700 million 7.750% notes to fund Klöckner acquisition

Neutral financing Written later 1.012.038.01

Worthington Steel issued $700 million of 7.750% senior secured notes due 2033 on June 1, 2026, and entered a $700 million seven-year term loan facility with Wells Fargo. The company says the proceeds will mainly fund its pending acquisition of Kloeckner & Co SE, which it expects to complete on June 3, 2026, and the new secured debt adds to the company's borrowing obligations.

  • Notes: $700 million of 7.750% senior secured notes due June 1, 2033, with interest paid semiannually from December 1, 2026
  • Term loan: $700 million seven-year senior secured term loan B, administered by Wells Fargo, National Association
  • Press release (May 28, 2026): note offering cut from $900 million to $700 million, with term loans raised from $500 million to $700 million
  • Notes must be redeemed at 100% of issue price if the Klöckner Acquisition is not completed by March 12, 2027
Read the filing on SEC.gov ↗
SHOPSHOPIFY INC. Jun 2, 5:01 PM ET

Shopify adds $3 billion to share buyback, bringing total authorization to $5 billion

Neutral shareholder Written later 7.01

Shopify's Board of Directors authorized an additional $3 billion for repurchases of Class A subordinate voting shares, bringing the aggregate authorization to $5 billion. As of June 1, 2026, the company had repurchased about $1.45 billion under its current authorization, and purchases under the increased program are set to begin June 8, 2026.

  • Additional $3 billion authorized; aggregate repurchase authorization is $5 billion (about $6.9 billion CAD)
  • About $1.45 billion repurchased as of June 1, 2026, under the current authorization
  • Purchases under the increased program commence June 8, 2026; no fixed expiration date
  • Program has no set quarterly or annual minimums and may be amended, suspended, or discontinued at any time
Read the filing on SEC.gov ↗
HUBGHub Group, Inc. Jun 2, 4:55 PM ET

Hub Group CFO Kevin Beth departs; interim CFO named amid financial restatement

Negative leadership Written later 5.027.01

Hub Group's chief financial officer, Kevin Beth, departed on May 27, 2026, and Todd Heeter was named interim CFO and Treasurer effective May 28, 2026. The company is also restating prior financial statements and says it expects to file its delayed 10-K and Q1 2026 10-Q by September 14, 2026, which leaves shareholders with ongoing uncertainty about its reported results.

  • Kevin Beth left as CFO and Treasurer on May 27, 2026; Todd Heeter began as interim CFO on May 28, 2026
  • Heeter's consulting agreement, with The Heeter Group, LLC, pays a monthly fee of $125,000 over an initial six-month term
  • Chief Operating Officer Brian Meents also departed May 27, 2026, with no successor named
  • Restatement covers fiscal 2024 and 2023 and the quarters ended March 31, June 30 and September 30, 2025; filings expected by September 14, 2026
Read the filing on SEC.gov ↗
GMEGameStop Corp. Jun 2, 4:43 PM ET

GameStop Q1 net sales rose 14% to $835.3 million; board approves $2.0 billion buyback

Positive earnings Written later 2.027.01

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.
Read the filing on SEC.gov ↗
PZGParamount Gold Nevada Corp. Jun 2, 4:33 PM ET

Paramount Gold Nevada updated study projects $374.7 million after-tax NPV at $3,600 gold

Positive other Written later 7.01

Paramount Gold Nevada released an updated feasibility study for its 100%-owned Grassy Mountain Gold Project in Oregon. The base case shows an after-tax NPV (5%) of $374.7 million and a 38.9% IRR at $3,600 per ounce of gold, compared with $114.1 million in the 2022 study, which used $1,750 per ounce gold. The study also reflects higher expected gold output and a longer mine life, but its results depend on permitting, with state approval expected in the second half of 2026.

  • Base case at $3,600/oz gold: after-tax NPV (5%) of $374.7 million, IRR of 38.9%, payback of 2.2 years, versus $114.1 million NPV in the 2022 study
  • Recoverable gold rises 7% to 385,800 ounces; mine life extended to 9.3 years from 7.8 years
  • Initial capital expenditures of $189.8 million; all-in sustaining costs of $1,442 per ounce of gold, net of silver credits
  • Federal Record of Decision and final EIS received in January 2026; state permitting approval expected in the second half of 2026
Read the filing on SEC.gov ↗
GVAGRANITE CONSTRUCTION INC Jun 2, 4:17 PM ET

Granite Construction sells $600 million of 6.375% notes to redeem 2028 convertible notes

Mixed financing Written later 1.012.037.01

Granite Construction closed a $600.0 million offering of 6.375% senior notes due 2034 on June 2, 2026, with estimated net proceeds of about $590.0 million. The company plans to use the proceeds, with cash on hand, to redeem its 3.75% convertible notes due 2028, and it expects a non-cash charge of approximately $500 million tied to the derivative feature of those convertibles, which shareholders should weigh against the financing.

  • Closed $600.0 million of 6.375% senior notes due June 15, 2034, with estimated net proceeds of about $590.0 million
  • Called $273.7 million of 2028 convertible notes for redemption on August 10, 2026, and elected to settle conversions mainly in cash
  • Estimated derivative liability of about $500 million expected to be recognized as charges, after the stock rose 253% since the 2028 notes were issued
  • Company says the accounting impacts will be excluded from non-GAAP measures and do not change its 2026 adjusted EBITDA margin guidance
Read the filing on SEC.gov ↗
TXNTEXAS INSTRUMENTS INC Jun 2, 4:16 PM ET

Texas Instruments names Julie Knecht CFO, succeeding retiring Rafael Lizardi

Neutral leadership Written later 5.02

Texas Instruments appointed Julie Knecht, currently vice president and Chief Accounting Officer, as senior vice president and Chief Financial Officer effective August 1, 2026, succeeding Rafael Lizardi, who is retiring after 25 years with the company. The filing states the retirement is not related to financial or operating results or to any concerns about financial reporting or internal controls.

  • Julie Knecht appointed CFO effective August 1, 2026; board approved the appointment May 27, 2026
  • Knecht has worked at the company more than 25 years and has been Chief Accounting Officer since 2021
  • Knecht's annual base salary is $700,000, plus equity compensation of $2 million in restricted stock units
  • Rafael Lizardi retiring; a separation agreement is expected, as described in the 2026 Proxy Statement
Read the filing on SEC.gov ↗
MAMastercard Inc Jun 2, 4:15 PM ET

Mastercard names Ling Hai as CFO, replacing Sachin Mehra, effective Aug. 3

Neutral leadership Written later 5.02

Mastercard announced on June 2, 2026 that Ling Hai, its president of Asia Pacific, Europe, Middle East and Africa, will succeed Sachin Mehra as chief financial officer, effective August 3, 2026. Mehra moves to a newly created role as chief business officer, and Craig Vosburg becomes vice chair as Linda Kirkpatrick takes over as chief services officer. The filing covers leadership and compensation changes only and includes no financial results or guidance.

  • Ling Hai, age 56, joined Mastercard in 2010 and will receive a $850,000 base salary and a $1,500,000 long-term incentive award in restricted stock units
  • Sachin Mehra, age 55, moves from chief financial officer to chief business officer, responsible for country operations across the globe
  • Timothy Murphy, Vice Chair, will retire from Mastercard in October 2026
  • Ling Hai's daughter is a Mastercard employee who earned $127,262 in base salary and cash bonus in 2025, as disclosed in the proxy statement
Read the filing on SEC.gov ↗
ULTAUlta Beauty, Inc. Jun 2, 4:06 PM ET

Ulta Beauty Q1 Diluted EPS Rises 15.5% to $7.74; Raises Fiscal 2026 EPS Outlook

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
KMTKENNAMETAL INC Jun 2, 4:05 PM ET

Kennametal enters $500 million term loan and expands revolver to $850 million

Neutral financing Written later 1.012.03

On May 28, 2026, Kennametal signed a $500 million unsecured delayed draw term loan and amended its revolving credit agreement, raising total commitments by $200 million to $850 million. The new term loan adds debt that the company may draw in up to three draws through September 30, 2026, and the revolver matures November 17, 2030.

  • $500 million unsecured delayed draw term loan dated May 28, 2026, maturing three years after the initial borrowing
  • Revolving commitments increased by $200 million, from $650 million to $850 million, with a maturity of November 17, 2030
  • Both agreements require a maximum Consolidated Leverage Ratio of 3.75:1 on a rolling four-quarter basis
Read the filing on SEC.gov ↗
BTUPEABODY ENERGY CORP Jun 2, 10:17 AM ET

Peabody Energy completes $250 million 0.50% convertible notes offering due 2031

Neutral financing Written later 1.012.033.02

Peabody completed a private offering of $250 million in 0.50% convertible senior notes due 2031 on June 2, 2026, with net proceeds of about $243.3 million. The company plans to use part of the proceeds, together with cash, to repurchase about $241.2 million of its 3.250% convertible notes due 2028 for about $388.8 million, which shifts its debt toward a lower-coupon instrument and adds dilution protection through capped call transactions.

  • Notes total $250 million after initial purchasers exercised an option for an additional $25 million on May 29, 2026
  • Initial conversion price is about $38.32 per share, a 32.5% premium to the $28.9197 volume weighted average price on May 28, 2026
  • Company plans to repurchase about $241.2 million of 2028 notes for about $388.8 million total cash, using about $16.7 million of proceeds for capped calls
  • Notes mature June 1, 2031 and bear 0.50% annual interest; the company may not redeem them before June 5, 2029
Read the filing on SEC.gov ↗
WLYJOHN WILEY & SONS, INC. Jun 2, 8:30 AM ET

Wiley completes $452 million acquisition of Emerald Publishing from CIG

Neutral m&a Written later 1.012.017.01

Wiley said it completed the purchase of Emerald Publishing, a UK research publisher, from Cambridge Information Group for about $452 million in cash, funded from the company's cash on hand. The filing says Emerald is expected to generate over $85 million of revenue in fiscal 2026, and Wiley expects about $30 million of annual run-rate cost synergies, so the deal matters to shareholders mainly as a large use of cash and a test of whether those synergies are delivered.

  • Purchase price of GBP 337.5 million (approximately $452 million), subject to customary adjustments, funded from cash on hand
  • Emerald expected to generate over $85 million of revenue in its fiscal year ending December 31, 2026, with 92% recurring subscription revenue
  • Wiley expects about $30 million of annual run-rate cost synergies by year three, with $18 million in one-time integration costs
  • Wiley's Q4 earnings call is scheduled for June 16, 2026
Read the filing on SEC.gov ↗
UISUNISYS CORP Jun 2, 8:04 AM ET

Unisys raises 2026 revenue guidance to a 3.5%-5.0% constant-currency decline at Investor Day

Positive guidance Written later 7.01

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.
Read the filing on SEC.gov ↗
SAROStandardAero, Inc. Jun 2, 7:05 AM ET

StandardAero names Paul McElhinney CEO from Oct. 1; reaffirms 2026 guidance

Neutral leadership Written later 5.027.01

StandardAero's Board appointed Lead Independent Director Paul McElhinney as Chief Executive Officer effective October 1, 2026, succeeding Russell Ford, who is retiring as CEO and as Chairman effective January 1, 2027. In a separate Regulation FD disclosure, the company confirmed its full year 2026 guidance, first released May 7, 2026.

  • Paul McElhinney becomes CEO on October 1, 2026 and Chairman on January 1, 2027; he is 65 and has a 35-year industry career.
  • Russell Ford stays as Executive Chairman through December 31, 2026, and his employment ends on that date or earlier.
  • McElhinney's employment agreement sets a $1,100,000 base salary, a $1,000,000 cash sign-on bonus, and a five-year initial term.
  • The company confirmed its full year 2026 guidance as of June 2, 2026, unchanged from the May 7, 2026 release.
Read the filing on SEC.gov ↗
VSXYVictoria's Secret & Co. Jun 2, 7:01 AM ET

Victoria's Secret & Co. Q1 sales rise 15% to $1.560 billion; full-year guidance raised

Positive earnings Written later 2.027.01

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.
Read the filing on SEC.gov ↗
ARXSArxis, Inc. Jun 2, 7:00 AM ET

Arxis agrees to buy Omnetics for about $770 million in stock and closes MagCanica deal

Neutral m&a Written later 1.018.01

Arxis signed a merger agreement dated May 29, 2026 to acquire Omnetics Connector Corporation, a maker of high-reliability connectors for defense, space, aerospace and medical uses, for about $770 million paid in Arxis Class A common stock, with $8 million held in cash escrow. The company also completed its all-cash acquisition of MagCanica Inc. on June 1, 2026; the filing does not state its price. Because Omnetics holders would receive new Arxis shares, the deal would increase the number of shares outstanding, and closing depends on regulatory approval.

  • Omnetics merger agreement dated May 29, 2026; consideration is about $770 million in Class A common stock, plus $8 million in cash escrow
  • Expected to close in the third quarter of 2026, subject to regulatory approval and other conditions
  • MagCanica acquisition completed June 1, 2026 in an all-cash transaction; purchase price not disclosed in the filing
  • Press release puts the combined purchase price at about $890 million, or 12x FY27 estimated adjusted EBITDA; Omnetics' five largest holders face staged share releases from October 2026 to May 2028
Read the filing on SEC.gov ↗
SIGSIGNET JEWELERS LTD Jun 2, 6:54 AM ET

Signet Jewelers Q1 sales rise to $1.6 billion; raises FY27 adjusted EPS guidance

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
DGDOLLAR GENERAL CORP Jun 2, 6:54 AM ET

Dollar General Q1 EPS rises 12.4% to $2.00; raises 2026 EPS outlook

Positive earnings Written later 2.025.077.01

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.
Read the filing on SEC.gov ↗
ESABESAB Corp Jun 2, 6:41 AM ET

ESAB completes $1.45 billion Eddyfi acquisition and issues new equity

Neutral m&a Written later 2.013.023.035.037.018.01

ESAB completed its acquisition of Eddyfi Holding Inc. on June 1, 2026, paying $1.45 billion in cash, subject to customary purchase price adjustments. The company financed the deal with cash on hand, a senior notes offering, and private placements of Series A Mandatory Convertible Preferred Stock and common stock, which add new equity for shareholders to consider. ESAB said its second-quarter results will include one month of Eddyfi and that it will provide updated full-year guidance on its second-quarter earnings call.

  • Eddyfi acquisition closed June 1, 2026 for $1.45 billion in cash, subject to customary adjustments for cash, debt, transaction expenses and net working capital.
  • Private placements completed June 1, 2026: 175,000 Series A preferred shares for about $175.0 million and 1,254,255 common shares for about $143.0 million.
  • Preferred pays a 6.50% cumulative dividend ($65.00 per share per year) and mandatorily converts into 7.1806 to 8.2576 common shares, about three years after issue.
  • Second-quarter results will include one month of Eddyfi, which was not reflected in the outlook given on May 7; updated full-year guidance to follow on the second-quarter earnings call.
Read the filing on SEC.gov ↗

PMI cuts 2026 reported EPS forecast to $7.18-$7.33 on about $500 million RBH impairment

Mixed guidance Written later 7.01

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.
Read the filing on SEC.gov ↗

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.