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).
On June 2, 2026, Marsh & McLennan entered into a new multi-currency unsecured $4.25 billion five-year revolving credit facility, expiring in June 2031, and terminated its existing $3.5 billion facility on the same day. The filing describes the new facility as larger than the one it replaces, with interest based on Term SOFR plus a margin tied to the company's credit ratings and quarterly coverage and leverage ratio requirements.
New facility: multi-currency, unsecured, $4.25 billion, five-year revolving credit, expiring June 2031
Interest rate: Term SOFR plus a fixed margin that varies with the company's credit ratings
Covenants: certain coverage and leverage ratios tested quarterly; Citibank, N.A. is administrative agent
OUTFRONT Media priced $500.0 million of 6.000% senior notes due 2034 and plans to use the proceeds, with borrowings under its receivables facility and cash on hand, to redeem its 5.000% notes due 2027. At its June 3, 2026 annual meeting, stockholders re-elected all nine directors and approved an amended stock incentive plan that increases the shares reserved for issuance by 3,373,000.
Priced $500.0 million of 6.000% Senior Notes due 2034 at 100.0% of principal; closing is expected June 12, 2026.
Proceeds, plus borrowings under the accounts receivable securitization facility and cash on hand, will fund redemption of all 5.000% Senior Notes due 2027.
Stockholders approved the Amended and Restated Omnibus Stock Incentive Plan, with 151,005,940 votes for and 4,047,028 against; total reserved shares rise to 22,948,000.
Susan M. Tolson received 52,045,886 votes against and Angela Courtin 36,810,963 against, though both were re-elected.
Disciplined Growth Acquisition Corporation, a blank check company, closed its initial public offering of 15,000,000 units at $10.00 per unit on May 28, 2026, for gross proceeds of $150 million. It also sold 345,000 private placement units for $3.45 million, and $150.75 million, or $10.05 per unit, was placed in a trust account. The company has not yet selected a business combination target, so the outcome for shareholders depends on a future deal.
IPO of 15,000,000 units at $10.00 per unit closed May 28, 2026, for gross proceeds of $150,000,000
Private placement of 345,000 units at $10.00 per unit raised $3,450,000
$150,750,000, or $10.05 per unit, placed in a U.S. trust account with Odyssey Transfer and Trust Company
Underwriters have a 45-day option to buy up to 2,250,000 additional units; the company has 15 months from the offering closing to complete a business combination
TTM Technologies entered a new $400 million senior secured term loan and a $1.0 billion revolving credit facility on June 1, 2026, using the term loan proceeds to refinance $340.4 million of outstanding debt under its prior term loan. The new term loan's interest rate is 50 basis points lower than the prior facility, and the revolver replaces two $150 million asset-based lending facilities, with both facilities maturing in 2030 and 2031 respectively.
New $400.0 million term loan carries Term SOFR plus 1.75%, a 50 basis point reduction from the prior facility, and matures May 30, 2030.
New $1.0 billion revolver matures May 2031 and replaces the $150.0 million U.S. and $150.0 million Asia asset-based revolving facilities.
Credit agreement requires a minimum interest coverage ratio of 2.50:1.00 and a maximum leverage ratio of 4.50:1.00 for the revolver, and restricts dividends and other shareholder distributions.
At its June 3, 2026 annual meeting, OraSure stockholders approved an amendment and restatement of the Stock Award Plan that adds 5,000,000 shares for grant, and a charter amendment to declassify the board over three years beginning at the fiscal 2027 annual meeting. The charter amendment became effective upon its filing with the Delaware Secretary of State on June 3, 2026. For shareholders, the plan increase expands the share pool available for equity awards, and directors will move to annual elections over the phase-in period.
Stock Award Plan amendment adds 5,000,000 shares for grant; 57,055,163 votes for and 4,796,974 against
Board declassification approved with 49,125,748 votes for and 2,223,960 against; directors move to one-year terms from the fiscal 2027 annual meeting
Annual meeting held virtually; record date April 10, 2026 with 71,965,612 outstanding common shares
MillerKnoll said President and CEO Andi Owen will retire on June 30, 2026, as mutually agreed with the Board, and that Chief Operating Officer Jeff Stutz will become Interim CEO on that date. The company also reiterated that its fiscal 2026 fourth quarter results are expected to be in line with prior guidance, with results due June 24, 2026, and said the Board will run a search for a permanent CEO.
Andi Owen resigned from the Board and began a leave of absence effective May 30, 2026; she retires June 30, 2026.
Jeff Stutz, COO since September 2025 and former CFO, performs CEO duties during the leave and becomes Interim CEO June 30, 2026.
Stutz's offer letter sets an annual base salary of $900,000, with bonus and equity targets of 125% and 325% of base salary.
Board size was reduced from eleven to ten directors, effective May 30, 2026.
Amtech Systems sold 2,926,829 new shares of common stock at $20.50 per share under an underwriting agreement dated June 1, 2026, for gross proceeds of about $60 million before underwriting discounts, commissions and offering expenses. The offering closed on June 3, 2026, which increases the number of shares outstanding. The company plans to use the net proceeds for growth in its semiconductor packaging and advanced wafer substrate fabrication platforms, acquisitions, working capital and general corporate purposes.
2,926,829 shares sold at $20.50 per share, for about $60 million in gross proceeds before discounts, commissions and expenses
Titan Partners Group LLC, a division of American Capital Partners, LLC, was the underwriter and sole bookrunner; pricing was June 1, 2026 and closing was June 3, 2026
The company and its directors and officers agreed to a 60-day lock-up after the closing date, subject to certain exceptions
On June 3, 2026, Danaher and its subsidiary DH Masi Finance Inc. closed a private placement of seven series of Swiss franc senior notes, with fixed interest rates from 1.65% to 2.51%. Danaher fully and unconditionally guarantees the unsecured notes, and the company says the net proceeds will fund general corporate purposes, including acquisitions and share repurchases, which adds long-term fixed-rate debt to its balance sheet.
Seven series of unsecured senior notes were issued by DH Masi Finance Inc. and closed on June 3, 2026, in an offering exempt from Securities Act registration.
Maturities range from June 3, 2031 (Series A) to June 3, 2056 (Series G).
Fixed coupons range from 1.65% to 2.51% per year, paid semi-annually beginning December 3, 2026.
Danaher guarantees the notes; proceeds are expected to fund working capital, acquisitions and share repurchases.
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
On May 31, 2026, Hall Chadwick Acquisition Corp (HCAC) signed a Business Combination Agreement with REEcycle Holdings, Inc., a rare earth elements recycling company. HCAC will transfer its domicile to Delaware and merge with a subsidiary, with REEcycle continuing as the surviving company, and the purchase price is $400 million paid in HCAC stock. Completion depends on shareholder approvals, SEC effectiveness and a Nasdaq listing, and the investor presentation says the cash raised depends on how many public shares are redeemed.
Purchase price of $400 million, with 35 million Domesticated HCAC shares at closing and up to 5 million earnout shares
Earnout shares are issuable if a single REEcycle facility reaches an annualized run rate of 50 metric tonnes per annum of mixed rare earth oxide over an average of 22 consecutive working days
Closing conditions include HCAC and REEcycle shareholder approval, SEC effectiveness and Nasdaq listing
Investor presentation gives an indicative target close of Q4 2026 and a minimum cash condition of $40 million
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
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
ESCO Technologies entered a new credit agreement on May 29, 2026, with a group of banks led by JPMorgan Chase Bank. The facilities take effect at the closing of an unnamed Transaction and will replace the company's existing credit agreement, which will be terminated at that point. The filing says the borrowings will fund the cash portion of the Transaction's purchase price, refinance existing debt and pay transaction costs, which makes the financing significant for shareholders.
New facilities include a $500 million senior secured revolving credit facility and a $500 million term loan A facility.
A term loan B facility is not yet syndicated and is expected to be up to $500 million in initial principal.
The existing credit agreement, dated August 30, 2023 and scheduled to mature August 30, 2028, will be terminated when the new agreement takes effect.
Tribeca Strategic Acquisition Corp. closed its initial public offering of 14,000,000 units at $10.00 each on June 1, 2026, for gross proceeds of $140 million, and completed a concurrent private placement of 470,000 units for $4.7 million. Of the combined proceeds, $140.35 million was placed in a U.S. trust account, which will not be released until a business combination is completed, shareholders vote to amend the charter, or the company liquidates after 21 months. The filing also reports new board members and officer appointments, and the company is a blank check company with no operating business.
IPO of 14,000,000 units at $10.00 per unit, with gross proceeds of $140,000,000, closed June 1, 2026; units began trading on Nasdaq May 29, 2026.
Private placement of 470,000 units at $10.00 per unit for $4,700,000, with the sponsor buying 330,000 units and BTIG, LLC buying 140,000 units.
$140,350,000 placed in trust; funds are released only on completion of a business combination, a shareholder vote, or redemption if no combination is completed within 21 months of the IPO closing.
Timothy Ramdeen was named Chairman of the Board effective May 28, 2026, and Sukhvinder Gill was named Chief Financial Officer.
UL Solutions' board approved a one-time grant of 200,120 performance share units to CEO Jennifer Scanlon on June 1, 2026, valued at $20 million based on the closing price that day. Vesting depends on continued service and on stock price or relative total shareholder return targets measured through June 1, 2031, so the award pays out only if the stock performs well.
Grant of 200,120 target PSUs to CEO Jennifer F. Scanlon, dated June 1, 2026, sized at $20 million
Service vesting in 30%, 30% and 40% increments on the third, fourth and fifth anniversaries of the grant date
Stock price metric requires at least $135.81 (50% to 100% payout) to $181.08 (100% payout), versus a $90.54 baseline
Relative TSR metric requires performance at or above the 55th percentile of S&P 500 companies through June 1, 2031
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.
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.
Pineapple Financial Inc. said its auditor, MNP LLP, resigned effective immediately on June 1, 2026, and the board appointed Davidson & Company LLP as its new independent registered public accounting firm the same day. MNP's audit reports for fiscal 2025 and 2024 included a going-concern explanatory paragraph, and the filing reports no disagreements or reportable events. The filing also discloses a management services agreement with Innovating Capital Management, LLC to oversee a digital asset treasury strategy.
MNP LLP resigned as auditor effective immediately on June 1, 2026; Davidson & Company LLP appointed the same day.
MNP's reports for fiscal years ended August 31, 2025 and 2024 contained a substantial doubt going-concern paragraph.
No disagreements or reportable events with MNP were reported for fiscal 2025 or the interim period through June 1, 2026.
Board approved on May 31, 2026 a one-year advisory agreement with Innovating Capital Management, LLC, covering a digital asset treasury strategy, with 30 days' notice for termination.
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.
CMS Energy announced that Rejji P. Hayes retired as executive vice president and chief financial officer effective June 3, 2026, and that Srikanth (Sri) Maddipati, 43, succeeded him in the role the same day. The company also reaffirmed on June 3, 2026 the guidance it gave on April 28, 2026, which signals no change to its outlook in the filing.
Srikanth (Sri) Maddipati, 43, named executive vice president and CFO of CMS Energy and Consumers Energy, effective June 3, 2026; he joined the company in 2014 as assistant treasurer
Maddipati's base salary set at $775,000 annually, with a standard incentive award of 80% of base salary, both effective June 3, 2026
Maddipati to receive $750,000 in tenure-based restricted stock that cliff vests on his third-year service anniversary
CMS Energy reaffirmed its guidance as of June 3, 2026, as provided on April 28, 2026; Chris Fultz named president of electric supply, effective June 3
Virco Mfg. Corporation reported a first-quarter net loss of $2.8 million for the quarter ended April 30, 2026, compared with net income of $0.7 million a year earlier, as net sales fell 9.1% to $30.7 million. The company said the decline reflects lower shipments after the prior year's backlog overhang ended, and it declared a $0.025 per share quarterly dividend.
Net sales were $30.7 million, down 9.1% from $33.8 million a year earlier.
Net loss was $2.8 million, or $0.18 per share, versus net income of $0.7 million, or $0.05 per share, last year.
Gross margin declined to 41.4% from 47.5%.
Quarterly dividend of $0.025 per share is payable July 10, 2026 to holders of record as of June 19, 2026.
At its May 28, 2026 annual meeting, REX American Resources shareholders approved the 2026 Incentive Plan and an amendment raising authorized common stock from 45,000,000 to 90,000,000 shares, effective June 1, 2026. Shareholders also elected all nine directors, approved executive compensation on an advisory basis, and ratified RSM US LLP as the independent auditor. The filing does not state any plan to issue the additional shares.
Authorized common stock increased from 45,000,000 to 90,000,000 shares; amendment filed with Delaware on June 1, 2026
2026 Incentive Plan approved May 28, 2026, with 27,270,159 votes for and 421,250 against
Advisory say-on-pay vote: 26,834,576 for and 854,974 against
All nine directors elected to one-year terms; Restated Certificate of Incorporation effective June 2, 2026
Arch Capital Group said President David Gansberg stepped down effective immediately and is leaving the company; he had overseen the Global Insurance Group. Maamoun Rajeh, who already oversees the Reinsurance and Mortgage segments, takes on the Insurance segment as Arch moves to a single President model, reporting to CEO Nicolas Papadopoulo. The filing discloses no financial results or guidance changes, so the main shareholder impact is the leadership change.
David Gansberg stepped down as President effective immediately; he oversaw the Global Insurance Group.
Maamoun Rajeh, President since November 2024, now oversees the Reinsurance, Mortgage and Insurance segments.
Rajeh continues to report to CEO Nicolas Papadopoulo; his employment agreement dated September 19, 2017 is unchanged and no new equity awards were granted.
The filing reports no financial results or guidance.
On June 2, 2026, Maravai entered a new credit agreement with a $150.0 million term loan and a $30.0 million revolving credit facility, both maturing June 2, 2032. Loan proceeds and about $98.5 million of cash on hand were used to repay in full the prior credit agreement, which was due October 2027. The company says this reduces its long-term debt principal from about $242.9 million to $150.0 million, though the new term loan carries a variable rate of SOFR plus 5.00%.
New $150.0 million term loan and $30.0 million revolving credit facility, both maturing June 2, 2032.
Prior credit agreement, due October 2027, was prepaid in full and terminated on June 2, 2026.
Company states long-term debt principal falls from about $242.9 million to $150.0 million.
Term loan bears interest at SOFR plus 5.00% per annum; revolver carries a 0.50% annual commitment fee on unused amounts.
Sprinklr reported first-quarter fiscal 2027 results for the period ended April 30, 2026, with total revenue up 7% year-over-year to $219.5 million and GAAP net income of $4.2 million, compared with a loss a year earlier. Non-GAAP operating income fell to $31.7 million from $36.7 million, and non-GAAP diluted EPS was $0.11 versus $0.12, so shareholders see revenue and GAAP profit improve while non-GAAP profitability declined. The company also updated its full-year fiscal 2027 outlook, which now calls for total revenue of $866.5 million to $868.5 million.
Total revenue $219.5 million, up 7% from $205.5 million; subscription revenue $194.8 million, up 6%
GAAP diluted EPS $0.02 versus a loss of $0.01; non-GAAP diluted EPS $0.11 versus $0.12
Non-GAAP operating margin 14% versus 18% a year earlier; non-GAAP operating income $31.7 million versus $36.7 million
Q2 fiscal 2027 total revenue guidance $214 million to $215 million; full-year total revenue guidance $866.5 million to $868.5 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.
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.
Worthington Steel completed its takeover offer for Klöckner & Co SE on June 3, 2026, after 52,389,508 tendered Klöckner shares were accepted at €11.00 each, bringing its total holding to 60,710,791 shares. The total consideration for the tendered shares was €576,284,588, funded by notes offerings, a term loan and cash on hand. The company also intends to launch a delisting tender offer and a domination agreement with Klöckner, though the filing says there is no assurance either will be completed or when.
Holding: 60,710,791 Klöckner shares, about 60.86% of Klöckner's outstanding share capital, per the 8-K
Consideration: €11.00 per tendered share, €576,284,588 in total for tendered shares
Funding: net proceeds from U.S. dollar and euro notes offering, term loan borrowing and cash on hand
Planned delisting tender offer at €11.00 in cash per share with no minimum acceptance threshold; delisting may reduce Klöckner share liquidity
Medtronic reported fiscal 2026 revenue of $36.4 billion, up 8.4% as reported and 5.8% organic, and fourth-quarter revenue of $9.8 billion, up 9.9%. Fiscal 2026 non-GAAP diluted EPS rose 0.7% to $5.53, while non-GAAP operating margin fell 130 basis points, and fourth-quarter non-GAAP diluted EPS fell 4.3% to $1.55. The company guided fiscal 2027 non-GAAP diluted EPS to $5.90 to $6.00 and raised its quarterly dividend to $0.72 per share.
Q4 revenue was $9.807 billion, up 9.9% as reported and 6.6% organic.
Q4 GAAP diluted EPS was $0.96, up 17.1%; non-GAAP diluted EPS was $1.55, down 4.3%.
FY27 guidance calls for organic revenue growth of 6.75% to 7.25% and non-GAAP diluted EPS of $5.90 to $6.00.
Quarterly dividend raised to $0.72 per share, payable July 17, 2026, to holders of record on June 26, 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.
Arch Capital Group priced a $2 billion offering of senior notes on June 2, 2026, consisting of $600 million of 5.250% notes due 2036 and $1.4 billion of 5.950% notes due 2056. The company plans to use the net proceeds to retire $500 million of 4.011% notes due 2026 and to fund tender offers for certain 2043 and 2046 notes, with any remainder for general corporate purposes; closing is expected June 9, 2026.
2036 Notes: $600 million aggregate principal at 5.250%, due 2036
2056 Notes: $1.4 billion aggregate principal at 5.950%, due 2056
Proceeds to redeem $500 million of 4.011% senior notes due 2026 and pay tender prices for 5.144% 2043 and 5.031% 2046 notes
At its June 2, 2026 annual meeting, Upbound Group stockholders re-elected all seven nominated directors, ratified Deloitte & Touche LLP as auditor for 2026, and approved the 2026 Long-Term Incentive Plan, which authorizes up to 4,590,636 shares of common stock. Upon approval, no further awards may be granted under the 2021 plan, and the board will hold an advisory say-on-pay vote every year.
The 2026 LTIP was approved with 40,285,981 votes for and 1,785,824 against.
The plan authorizes up to 4,590,636 shares, reduced from 4,700,000 by 2021 LTIP grants made from March 11, 2026 through June 2, 2026.
All 2021 LTIP shares remaining for future issuance were cancelled.
Directors Carol McFate and Jeffrey Brown received the most votes against, at 1,164,818 and 1,129,349, respectively.
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.