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).
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.
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
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.
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.
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.
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.
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.
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
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.
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.
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.