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).
Northwest Natural Holding Company issued $50 million of 5.35% senior notes due 2031 on June 4, 2026, and agreed to sell another $70 million in notes scheduled to close August 5, 2026. A separate subsidiary, NW Natural Water Company, sold $75 million of its own notes, and the holding company is not a party to or guarantor of those notes. The company says proceeds will go to general corporate purposes, including repaying existing debt.
Series E notes: $50 million at 5.35%, due June 4, 2031, issued June 4, 2026
Series F ($10 million, 5.35%, due 2031) and Series G ($60 million, 5.83%, due 2036) scheduled to close August 5, 2026
NW Natural Water Company, LLC issued $75 million of notes ($33 million due 2031 and $42 million due 2036), with no holding company guarantee
Proceeds include repayment of NW Natural Water's credit agreement debt due June 10, 2026
On June 2, 2026, TIC Solutions and its subsidiaries signed a Third Amendment to their Credit Agreement with Jefferies Finance LLC as administrative agent. The amendment lowers the interest rate on the Amendment No. 3 Term Loans by 25 basis points and raises the letter of credit sublimit to $50.0 million, with principal repayments starting September 30, 2026.
Amendment No. 3 Term Loans now bear interest at Term SOFR plus 2.50% or Base Rate plus 1.50%, at the Borrower's election
Interest rate reduced by 25.0 basis points; letter of credit sublimit increased to $50.0 million
Quarterly principal payments of 0.25% of the initial principal amount begin September 30, 2026
All other material terms of the Credit Agreement remain unchanged
Aeva Technologies priced a follow-on offering of 4,494,382 shares of common stock at $22.25 per share, with Morgan Stanley as underwriter representative. The company expects net proceeds of about $94.4 million, or about $108.7 million if the underwriters fully exercise their option, and plans to use the proceeds for general corporate purposes. Issuing new shares adds to the number of shares outstanding, which can dilute existing shareholders.
Offering of 4,494,382 shares at $22.25 per share, announced June 3, 2026
Expected net proceeds of about $94.4 million, or about $108.7 million if the 674,157-share underwriter option is fully exercised
Closing expected June 5, 2026, subject to customary closing conditions
Proceeds to be used for general corporate purposes, including AI infrastructure and Co-Packaged Optics demand
Alphabet priced underwritten offerings of Class A and Class C stock and mandatory convertible preferred depositary shares, upsized from $80 billion to a total equity raise of $84.75 billion that also includes a $40 billion at-the-market program and a $10 billion private placement to Berkshire Hathaway. The company says the proceeds fund general corporate purposes, including capital expenditures to scale AI infrastructure, and the new share issuance will dilute existing shareholders.
Class A and Class C common stock offering upsized to $18 billion from $15 billion, priced at $355.1982 and $351.8018 per share, expected to close June 4, 2026.
Depositary share offerings upsized to $16.75 billion from $15 billion, expected to close June 5, 2026; estimated net proceeds of about $16.6 billion.
Berkshire Hathaway agreed to buy $10 billion of stock in a private placement; the at-the-market program of up to $40 billion is not expected to start until the third quarter of 2026.
Alphabet expects about $30 billion of at-the-market proceeds to cover 2026 employee equity tax obligations, and 2026 capital expenditures are expected to be $180-$190 billion.
At its June 4, 2026 annual meeting, Patterson-UTI stockholders approved an amendment adding 28.9 million shares to the 2021 Long-Term Incentive Plan and elected all ten director nominees. The same day, the company completed the redemption of all approximately $482.5 million of its 3.95% Senior Notes due 2028, funded in part by a $500 million offering of 6.050% Senior Notes due 2036. The share increase expands the pool available for equity awards under the plan.
Amendment approved with 319,700,114 votes for and 7,391,767 against, plus 18,069,100 broker non-votes.
All ten director nominees elected; Julie J. Robertson had the most votes withheld, at 9,622,050.
On June 4, 2026, the company redeemed all approximately $482.5 million of its 3.95% Senior Notes due 2028 at 100% of principal, plus accrued interest.
The redemption was partly funded by $500 million of 6.050% Senior Notes due 2036, which closed May 19, 2026.
Pershing Square Inc. furnished a financial supplement for the quarter ended March 31, 2026 and the month ended April 30, 2026 as Exhibit 99.1 to a Form 8-K. For Q1 2026, fee-related earnings rose to $47.7 million from $42.4 million, while distributable earnings fell to $47.8 million from $52.3 million and the company reported a net loss attributable to PS Holdco of $147.6 million, compared with net income of $19.7 million a year earlier. The supplement also shows assets under management of $33.0 billion at April 30, 2026, up from $26.6 billion at March 31, 2026, after the combined IPO and NYSE listing closed on April 30, 2026.
Q1 2026 fee-related earnings were $47.7 million, up from $42.4 million in Q1 2025; distributable earnings were $47.8 million, down from $52.3 million.
Q1 2026 net loss attributable to PS Holdco was $147.6 million, compared with net income of $19.7 million in Q1 2025.
Total AUM for core funds and HHH rose to $33.0 billion at April 30, 2026 from $26.6 billion at March 31, 2026, including $4,879.3 million of PSUS IPO net proceeds.
The combined IPO and NYSE listing closed April 30, 2026; the company will disclose financial supplements for completed fiscal periods only going forward.
Applied Aerospace & Defense, Inc. (AADX) completed its initial public offering on June 4, 2026, selling 32,500,000 shares of common stock at $20.00 per share. The underwriters also received a 30-day option to buy up to 4,875,000 additional shares, and the company adopted new governance documents, equity plans and shareholder agreements in connection with the listing.
IPO of 32,500,000 firm shares at $20.00 per share, closed and delivered June 4, 2026
Underwriters hold a 30-day option to purchase up to 4,875,000 additional shares
Amended and restated certificate of incorporation and bylaws took effect June 2, 2026
Registration Rights Agreement and Stockholders Agreement with AA&D Holdings, LP dated June 4, 2026
Biomerica agreed on May 29, 2026 to sell 78,750 shares of Diagnosis S.A., about 6% of that Polish company, for $500,000 to buyers affiliated with CEO Zackary Irani. The buyers paid upfront in exchange for a secured 12-month note at 8% interest, pending transfer of the shares, which is expected to close within thirty days subject to Polish regulatory approvals.
Shares sold: 78,750 shares of Diagnosis S.A., about 6% of issued and outstanding shares
Purchase price: $500,000, paid by buyers in exchange for a secured promissory note
Note terms: 8% annual interest, matures 12 months from May 29, 2026, secured by a lien on the shares
Closing conditions, including Polish regulatory approvals, expected to be met within thirty days of May 29, 2026
Kevin Knight resigned as Executive Chairman and director effective June 3, 2026, and the Board appointed Lead Independent Director David Vander Ploeg as Chair. Under a retirement and consulting agreement, Knight will provide consulting services for 24 months for a fee of $20.25 million, and he forfeits all unvested equity awards. The filing says his resignation was not the result of any disagreement with the company.
Kevin Knight resigned as Executive Chairman and Board member effective June 3, 2026; the filing states no disagreement with the company on operations, policies or practices.
David Vander Ploeg, Lead Independent Director since May 2023, was appointed Chair of the Board effective upon Knight's resignation.
Knight's consulting agreement, dated June 4, 2026, provides a $20.25 million fee: $10.125 million payable June 12, 2026, and $10.125 million in monthly installments over 24 months.
Knight forfeits all unvested equity awards as of the effective date and agreed to non-solicitation, non-competition and confidentiality terms.
WesBanco's Senior Executive Vice President and Chief Risk Officer, Michael L. Perkins, will retire effective June 30, 2026, and will move to a consulting role from July 1, 2026. Under a June 3, 2026 agreement, he will be paid a monthly consulting fee of $33,334 through June 30, 2027, and his continued equity vesting depends on complying with a non-competition covenant.
Perkins retires as Chief Risk Officer effective June 30, 2026; he first informed the board on January 22, 2026.
Consulting agreement signed June 3, 2026, with services starting July 1, 2026 and running through June 30, 2027.
Monthly consulting fee of $33,334 in cash; non-compete applies during the term and for one year after.
Disciplined Growth Acquisition Corporation completed its initial public offering of 15,000,000 units on May 28, 2026, raising $150,000,000 in gross proceeds. On June 4, 2026, underwriters bought an additional 750,000 units under a partial exercise of the over-allotment option, adding $7,500,000, and a total of $158,287,500 from the offerings and private placements was placed in a U.S.-based trust account.
IPO of 15,000,000 units at $10.00 per unit on May 28, 2026, for gross proceeds of $150,000,000
June 4, 2026: 750,000 over-allotment units sold at $10.00 per unit, for $7,500,000 in additional gross proceeds
$158,287,500 of proceeds placed in a trust account maintained by Odyssey Transfer and Trust Company
At its June 4, 2026 annual meeting, Kaiser Aluminum stockholders re-elected three Class I directors, approved an advisory vote on executive pay, ratified Deloitte & Touche LLP as auditor for 2026, and approved an amended 2021 Equity and Incentive Compensation Plan. The amendment adds 395,000 shares for equity awards, bringing the total available under the plan to 1,183,000 shares, which sets the pool for future stock-based pay that could dilute existing holders.
Plan amendment adds 395,000 shares; total available under the Amended 2021 Plan is 1,183,000 shares
Plan approved with 94.43% of votes cast for
Say-on-pay advisory vote approved with 98.68% of votes cast for
Deloitte & Touche LLP ratified as independent auditor for 2026 with 98.20% of votes cast for
CooperCompanies reported fiscal second-quarter 2026 revenue of $1.082 billion, up 8%, and non-GAAP diluted EPS of $1.21, up 26%, while a $271.6 million net litigation charge tied to the December 2023 CooperSurgical embryo culture media recall produced a GAAP net loss of $77.9 million. The company said it has reached settlements covering over 95% of claimants and expects most payments to be made in fiscal 2026, and it updated its fiscal 2026 guidance.
Revenue of $1.082 billion, up 8% from a year earlier and up 5% organically
GAAP diluted EPS of $(0.40) versus $0.44 a year earlier; non-GAAP diluted EPS of $1.21 versus $0.96
$271.6 million net pre-tax litigation charge in SG&A: $324.1 million accrued liabilities less $52.5 million expected insurance recoveries
Fiscal 2026 guidance: total revenue of $4.285 to $4.321 billion and non-GAAP diluted EPS of $4.58 to $4.66
On June 4, 2026, Resideo entered a second amended and restated credit agreement that provides up to approximately $2,827 million of senior secured financing, replacing its prior 2021 credit agreement. The filing says the amendment was made to facilitate the proposed spin-off of its ADI Global Distribution segment to common shareholders, and no new borrowings were made on the effective date.
Financing comprises three term loans of approximately $518 million, $590 million and $1,219 million, plus a new $500 million revolving credit facility that was undrawn at closing.
No new borrowings were made on June 4, 2026; up to $75 million of the revolver may be used for letters of credit.
Term loans mature February 12, 2028, June 14, 2031 and August 13, 2032; the revolver matures five years after the effective date.
Quanex reported results for the three months ended April 30, 2026. Net sales rose 2.2% to $462.4 million, but net income fell to $3.4 million, or $0.07 per diluted share, from $20.5 million, or $0.44, as rapid cost increases and lower volumes pressured margins. Management expects to recover some of the shortfall in the second half if volumes follow normal seasonality and inflationary pressure subsides.
Net sales were $462.4 million, up from $452.5 million, mainly from pricing, including tariff-related recoveries, and foreign exchange.
Gross margin was 25.5% versus 29.0% a year earlier; adjusted diluted EPS was $0.25 versus $0.63.
Adjusted EBITDA was $44.2 million versus $63.1 million in the prior-year quarter.
As of April 30, 2026, total debt was $715.0 million, leverage was 3.1x net debt to LTM adjusted EBITDA, and liquidity was $328.6 million.
Wealthfront reported fiscal first quarter 2027 results for the period ended April 30, 2026. Revenue rose 7% year-over-year to $90.5 million and Total Platform Assets reached a record $96.6 billion, but GAAP diluted net income fell 51% to $12.8 million, mainly due to higher stock-based compensation tied to dual-trigger stock awards recognized after the IPO.
Total revenue of $90.5 million, up 7% from $84.5 million a year earlier
GAAP diluted net income of $12.8 million, down from $25.9 million; diluted EPS of $0.07 versus $0.18
Stock-based compensation of $17.1 million versus $1.9 million a year earlier, driven by dual-trigger awards following the IPO
Adjusted EBITDA of $37.5 million, down 1%; the company repurchased over 3 million shares for over $27 million in the quarter
AN2 Therapeutics said results from a 28-day nonhuman primate study and a Phase 1 first-in-human study of its oral drug AN2-502998 for chronic Chagas disease were positive. The company plans to start a Phase 2 proof-of-concept study late this year, with the drug not yet approved and no FDA-approved Chagas treatment for adults currently available.
NHP study: 100% of treated animals achieved parasite elimination at target exposures attainable in humans, maintained through four months after treatment ended
Phase 1 study (NCT07024589) in healthy adult volunteers: generally well tolerated with no dose-limiting toxicities
Company plans to initiate a Phase 2 proof-of-concept study late this year, in collaboration with DNDi
AN2-502998 would be eligible for an FDA Tropical Disease Priority Review Voucher if approved
Zumiez reported first-quarter fiscal 2026 net sales up 4.9% to $193.3 million and an operating loss of $15.2 million, against $19.9 million a year earlier. Net loss was $13.3 million, or $0.82 per share, versus $14.3 million, or $0.79 per share, a year earlier, so the per-share loss widened even as the dollar loss narrowed. The company also gave second-quarter guidance of $210 million to $215 million in net sales and a loss of $0.08 to $0.23 per share.
Comparable sales rose 4.0% in the first quarter ended May 2, 2026; comparable sales fell 0.1% in the four weeks ended May 30, 2026.
Net loss was $13.3 million, or $0.82 per share, compared with $14.3 million, or $0.79 per share, a year earlier.
Second-quarter guidance for the three months ending August 1, 2026: net sales of $210 million to $215 million and a loss of $0.08 to $0.23 per share.
Cash and current marketable securities were $124.2 million on May 2, 2026, up from $101.0 million a year earlier; the company repurchased $6.2 million of stock in the quarter.
Samsara reported first-quarter fiscal 2027 revenue of $478.8 million, up 31% from $366.9 million a year earlier, and GAAP net income of $44.5 million, or $0.08 per share, compared with a loss of $0.04 per share a year earlier. The result includes a $30.3 million arbitration gain from its Motive matter, and the company expects revenue of $482 million to $484 million in the second quarter and $2.005 billion to $2.013 billion for fiscal 2027.
Total revenue of $478.8 million, up 31% year over year; ending ARR of $1.991 billion, up 30%.
GAAP operating income of $7.2 million, compared with a loss of $33.3 million a year earlier.
GAAP net income of $44.5 million ($0.08 per share) includes a $30.3 million arbitration award gain from the Motive matter.
Outlook: Q2 revenue of $482 million to $484 million; fiscal 2027 revenue of $2.005 billion to $2.013 billion, with GAAP profitability expected.
Torrid Holdings reported first quarter fiscal 2026 results for the period ended May 2, 2026, with net sales down 7.6% to $245.8 million and net income falling to $0.4 million, or $0.00 per share, from $5.9 million a year earlier. The company also issued second quarter and full year fiscal 2026 outlook, and said its quarterly net sales came in slightly above its guidance. For shareholders, the sharp drop in profit and adjusted EBITDA shows weaker earnings than the prior year, and the company's outlook points to lower second quarter sales and EBITDA than the first quarter.
Net sales fell 7.6% to $245.8 million from $266.0 million; comparable sales decreased 1.7%.
Net income was $0.4 million, or $0.00 per share, versus $5.9 million, or $0.06 per share, a year earlier.
Adjusted EBITDA was $17.6 million, or 7.2% of net sales, versus $27.1 million, or 10.2%, a year earlier.
Full year fiscal 2026 outlook: net sales of $940 million to $960 million and adjusted EBITDA of $65 million to $75 million.
Planet Labs reported fiscal first-quarter 2027 revenue of $94.2 million, up 42% year over year and described as a record, with backlog up 72% to over $906 million. The company posted a net loss of $138.9 million, compared with $12.6 million a year earlier, including a roughly $106.5 million warrant revaluation loss, and its adjusted EBITDA swung to a loss of $1.0 million from a $1.2 million profit.
Q1 revenue of $94.2 million, up 42% year over year; quarter ended April 30, 2026
Q1 net loss of $138.9 million vs. $12.6 million a year earlier, including an approximate $106.5 million warrant revaluation loss
Q2 revenue guidance of approximately $102 million to $107 million; full fiscal 2027 revenue guidance of approximately $425 million to $441 million
Cash, cash equivalents and short-term investments of $730.8 million at quarter end
Argan, Inc. reported results for the three months ended April 30, 2026, with revenue up 50.2% year over year to $291.0 million and net income of $46.1 million, or $3.24 per diluted share, versus $1.60 a year earlier. Gross margin rose to 21.0% and the company held $973.6 million in cash, cash equivalents and investments with no debt, though backlog fell to $2.8 billion from $2.9 billion.
Revenue of $291.0 million, up $97.3 million or 50.2% from $193.7 million a year earlier
Net income of $46.1 million, or $3.24 per diluted share, versus $22.6 million, or $1.60, a year earlier
Project backlog of approximately $2.8 billion at April 30, 2026, down from $2.9 billion at January 31, 2026
Quarterly cash dividend of $0.500 per share versus $0.375 a year earlier
lululemon reported first-quarter fiscal 2026 net revenue up 4% to $2.5 billion, but income from operations fell 37% to $276.9 million and diluted EPS dropped to $1.69 from $2.60. The company said headwinds led it to adjust its full-year outlook, now expecting 2026 net revenue of $11.000 billion to $11.150 billion and diluted EPS of $10.95 to $11.15.
Q1 net revenue rose 4% to $2.5 billion, but Americas net revenue fell 3%
Income from operations fell 37% to $276.9 million; gross margin decreased 410 basis points to 54.2%
Q2 2026 net revenue is expected at $2.450 billion to $2.475 billion, a decline of 3% to 2%, with diluted EPS of $1.76 to $1.81
The company repurchased 2.2 million shares for $358.3 million in the quarter and ended with $1.5 billion in cash
WD-40 Company CFO Sara Hyzer will transition from her CFO and principal accounting officer roles and is expected to become Division President, Americas once a new CFO is appointed. The company has begun an external search for a successor CFO and has not yet named one, so Hyzer remains CFO in the meantime, which leaves a leadership gap in the finance function for shareholders to watch.
Hyzer stays CFO until a successor is appointed and remains PAO until June 29, 2026
Nicholas D. Giordano, age 37, designated PAO by the board on June 1, 2026, effective June 29, 2026
Patricia Q. Olsem moves from Division President, Americas to newly created Chief Strategy and Innovation Officer role
Company will file a new 8-K once a successor CFO is named
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.
Docusign reported fiscal first-quarter 2027 results for the three months ended April 30, 2026, with revenue of $830.2 million, up 9% year over year, and GAAP diluted earnings of $0.40 per share versus $0.34 a year earlier. The company also gave guidance for the quarter ending July 31, 2026, with revenue of $865 million to $869 million, and for the fiscal year ending January 31, 2027, with revenue of $3,490 million to $3,502 million, and repurchased $317.5 million of its stock during the quarter.
Revenue was $830.2 million, up 9% year over year, including an approximately 1.6% positive impact from foreign exchange rates.
GAAP net income per diluted share was $0.40 versus $0.34; non-GAAP net income per diluted share was $1.09 versus $0.90.
Free cash flow was $289.4 million versus $227.8 million, and share repurchases were $317.5 million versus $183.4 million.
Guidance calls for fiscal 2027 revenue of $3,490 million to $3,502 million, a 9% increase, and a quarter ending July 31, 2026 revenue range of $865 million to $869 million.
Guidewire reported unaudited results for the fiscal third quarter ended April 30, 2026, with total revenue up 27% to $372.5 million and ARR up 19%. GAAP net income fell to $16.5 million from $46.0 million, which the company tied to a $20.1 million foreign currency loss, but the company raised its fiscal 2026 revenue, operating income, and operating cash flow outlook.
Total revenue was $372.5 million, up 27% from $293.5 million a year earlier; subscription and support revenue rose 35% to $244.7 million.
GAAP diluted EPS was $0.19 versus $0.54; non-GAAP diluted EPS was $0.82 versus $0.55.
Fiscal 2026 total revenue outlook is now $1,460 million to $1,470 million, and operating cash flow is expected at $365 million to $380 million.
The company repurchased 1,696,180 shares at an average price of $147.07 in the quarter, with $240.5 million left under a $500 million program.
Medpace Holdings appointed Brad W. Hansman, age 43, as Executive Vice President, Operations, effective June 1, 2026. He will perform the functions of the company's principal operating officer alongside Susan E. Burwig, the current Executive Vice President, Operations. The filing discloses a $492,250 base salary and incentive eligibility, which is a routine leadership change for shareholders.
Brad W. Hansman, age 43, appointed Executive Vice President, Operations, effective June 1, 2026
Hansman will share principal operating officer duties with Susan E. Burwig
Annual base salary of $492,250, plus eligibility for short-term incentive and long-term equity plans
ServiceTitan reported fiscal first-quarter 2027 results for the period ended April 30, 2026, with total revenue up 25% to $268.8 million and a GAAP net loss of $22.8 million, down from $46.4 million a year earlier. The company also issued fiscal second-quarter revenue guidance of $284 million to $286 million and full fiscal 2027 revenue guidance of $1.13 billion to $1.14 billion, which shareholders can compare with future results.
Total revenue was $268.8 million, up 25% from $215.7 million; gross transaction volume was $21.7 billion, up 23%.
GAAP net loss was $22.8 million, or $0.24 per share, compared with a net loss of $46.4 million, or $0.51 per share, a year earlier.
Non-GAAP income from operations was $40.8 million, a 15.2% margin, versus $16.2 million (7.5%) in the prior-year quarter.
Guidance: fiscal Q2 2027 revenue of $284 million to $286 million and full fiscal 2027 revenue of $1.13 billion to $1.14 billion; the filing does not state prior guidance.
Gencor Industries appointed Raymond Cole as interim chief financial officer on June 1, 2026, under a consulting agreement with at-will employment at $32,500 per month. Cole previously served as chief financial officer of ECD Automotive Design from May 2023 to October 2024 and most recently as a consultant there until May 2026.
Raymond Cole, age 61, appointed interim Chief Financial Officer on June 1, 2026
Compensation is $32,500 per month under a consulting agreement, employment is at-will
Prior CFO role at ECD Automotive Design from May 2023 to October 2024; no related party transactions reported
World Acceptance said interim President and CEO Janet L. Matricciani's role ended June 3, 2026, and that the separation was not due to any disagreement with the company. Executive VP and COO J. Tobin Turner was designated principal executive officer for SEC reporting purposes, and the board is continuing its search for a permanent CEO.
Janet L. Matricciani's interim CEO role ended effective June 3, 2026; her severance is conditioned on signing a separation agreement and general release
Severance includes continued base salary of $38,461.54 every two weeks through April 12, 2027, and a lump sum equal to COBRA premiums through that date
J. Tobin Turner, 51, was designated principal executive officer effective June 3, 2026, with no change to his compensation
The board is continuing its search for a permanent successor
Jack Henry & Associates said Board Chair David Foss will retire from the board effective July 15, 2026, after notifying the board on May 29, 2026. Vice Chair and Lead Independent Director Matt Flanigan will become Board Chair upon Foss's retirement, a planned succession, and the company said Foss's departure does not reflect any disagreement with the company.
David Foss retires as Board Chair and director effective July 15, 2026; he notified the board on May 29, 2026.
Matt Flanigan, Vice Chair and Lead Independent Director, will become Board Chair upon Foss's retirement.
Flanigan joined the board in 2007, has been Lead Director since 2012, and retired in 2019 as CFO of Leggett & Platt, Inc.
Foss served as President from 2014 to 2022 and CEO from 2016 to 2024, and was named Chair in 2021.
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.
Shougang LanzaTech, a joint venture in which LanzaTech held about 9.31% before the offering, completed an IPO of 40 million H Shares on the Hong Kong Stock Exchange on June 3, 2026, at about US$1.86 per share, for gross proceeds of about US$75 million to the JV. LanzaTech sold no shares and received no proceeds, and its stake fell to about 8.38% after the offering. The company is evaluating whether the transaction affects the carrying value of its investment under U.S. GAAP.
JV priced 40 million H Shares at about US$1.86 per share; gross proceeds of about US$75 million before offering expenses; trading began June 3, 2026 under stock code 02553
Implied market capitalization of about US$750 million upon listing
LanzaTech sold no shares and received no proceeds; it holds 33,520,231 H Shares, about 8.38% of the JV, down from about 9.31% before the offering
Per the prospectus, JV revenue ranged from about US$87 million to US$77 million in 2023-2025; LanzaTech is evaluating accounting impact on its investment
Brown-Forman reported fiscal fourth-quarter net sales up 2% to $912 million, but operating income fell 53% to $96 million and diluted EPS fell 62% to $0.12, reflecting a $132 million intangible asset impairment. For the full fiscal year, net sales fell 1% to $3.9 billion and diluted EPS fell 17% to $1.53, and the company expects organic operating income to decline 3% to 5% in fiscal 2027.
Q4 net sales rose 2% to $912 million; Q4 operating income fell 53% to $96 million
Other intangible assets impairment was $132 million in the quarter, versus $47 million a year earlier
Full-year diluted EPS fell 17% to $1.53; full-year free cash flow rose $462 million to $893 million
Fiscal 2027 outlook: organic net sales approximately flat and organic operating income down 3% to 5%
Lamb Weston's board committed on June 1, 2026 to close its manufacturing facility in Broekhuizenvorst, the Netherlands, and will start a formal consultation with the Works Council under Dutch rules. The company expects pre-tax charges of about $80 million to $110 million, mostly in its fiscal year ending May 30, 2027, so shareholders face a sizable one-time cost tied to the plan's stated goal of improving operational efficiency.
Board committed to closing the Broekhuizenvorst, Netherlands, manufacturing facility on June 1, 2026
Expected total pre-tax charges of approximately $80 million to $110 million, substantially all in fiscal year ending May 30, 2027
At least 20% of the charges are expected to result in future cash expenditures
Charges mainly cover write-downs of long-lived assets and inventory, employee severance and other termination benefits
Hilton Grand Vacations signed an underwriting agreement on June 2, 2026, for an offering by Apollo-managed selling stockholders of 5,000,000 shares of common stock, with an option for up to 750,000 more. The company will not receive proceeds from the sale, but it agreed to repurchase 750,000 shares from the underwriters, which the filing says is expected to close on June 4, 2026.
Selling stockholders are entities managed by affiliates of Apollo Global Management; Wells Fargo Securities is representative of the underwriters.
Base offering is 5,000,000 shares, with up to an additional 750,000 shares at the underwriters' option.
Company will buy 750,000 shares from the underwriters under a board-approved repurchase plan; underwriters receive no fees on those shares.
Offering and share repurchase are expected to close June 4, 2026, under a Form S-3 shelf filed August 12, 2025.
On June 3, 2026, CONMED agreed in privately negotiated purchase agreements with certain holders to buy about $645.2 million of its 2.25% Convertible Senior Notes due 2027 for about $637.2 million in cash. The transactions are expected to close on June 15, 2026, subject to customary closing conditions, and would reduce the company's outstanding convertible debt.
Principal amount of notes to be purchased: approximately $645.2 million of 2.25% Convertible Senior Notes due 2027
Cash consideration: approximately $637.2 million
Agreements dated June 3, 2026, with certain holders of the notes in privately negotiated transactions
Expected closing date: June 15, 2026, subject to customary closing conditions
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.
Avery Dennison said Ryan Yost, president of the Materials Group, will leave on June 12, 2026 to accept another opportunity. The board elected Danny Allouche, the company's former senior vice president and chief strategy and corporate development officer, to succeed him, effective June 1, 2026, and approved changes to his pay tied to the new role.
Ryan D. Yost resigned May 29, 2026 and will leave the company on June 12, 2026
Danny G. Allouche elected President, Materials Group, effective June 1, 2026; he had served as SVP and Chief Strategy and Corporate Development Officer since August 2022
Target annual long-term incentive rose from 180% to 200% of base salary; base salary ($667,123 at May 2026 exchange rate) and 60% annual incentive target unchanged
Special restricted stock unit award with $500,000 target grant date fair value, granted September 1, 2026 and cliff-vesting June 1, 2029
X-energy reported first quarter 2026 results, its first as a public company, with revenues and grant income up 109% year over year. Net loss widened to $166.2 million from $10.2 million, mainly because of a $108.9 million mark-to-market loss on warrant liabilities. The filing also set a September 1, 2026 end date for the lock-up on shares held by officers, directors, and most existing holders, which could make those shares eligible for sale.
Total revenues and grant income were $43.4 million, up from $20.8 million in the first quarter of 2025, driven mainly by a $21.6 million increase from the DOE ARDP Agreement.
Total operating expenses rose to $109.5 million from $47.1 million, and operating loss was $66.1 million.
Net loss was $166.2 million, versus $10.2 million a year earlier, including a $108.9 million warrant liability loss.
Total liquidity was $944.0 million as of March 31, 2026, down from $1,025.3 million at December 31, 2025, and the company had no debt outstanding. The IPO closed April 27, 2026 with about $1.1 billion in net proceeds; the lock-up Restricted
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