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).
FutureCorp Space Acquisition 1, a blank check company, closed its initial public offering on June 8, 2026, selling 23,000,000 units at $10.00 each for gross proceeds of $230,000,000, including the full exercise of the underwriters' over-allotment option. The filing states that $230,000,000 was placed in a trust account, and the trust funds generally cannot be released until a business combination is completed or public shares are redeemed, which must occur within 24 months of the IPO closing if no combination is completed.
23,000,000 units sold at $10.00 per unit, including 3,000,000 units from the over-allotment option, for $230,000,000 in gross proceeds
$230,000,000 placed in a trust account maintained by Continental Stock Transfer & Trust Company, including $9,800,000 of the underwriters' deferred discount
Sponsor and Cantor Fitzgerald & Co. purchased 6,000,000 private placement warrants at $1.00 each, or $6,000,000 in total
Three directors, David J. Anderman, Shawn K. Pelsinger and John R. Tuttle, were appointed to the board on June 4, 2026
Lucky Strike Entertainment promoted Chief Financial Officer Bobby Lavan to also serve as President, effective June 8, 2026, taking over a role previously held by Founder, Chairman and CEO Thomas Shannon. The filing also sets a higher base salary and a larger target long-term incentive award for Mr. Lavan, which shareholders can track in future compensation disclosures. The filing does not include any financial results.
Bobby Lavan, 44, becomes President while keeping his role as Chief Financial Officer, effective June 8, 2026
Annual base salary increases to $850,000, effective July 1, 2026
Target LTIP award will be $1,500,000, beginning with the Company's next LTIP award cycle
Lavan joined in 2023 as CFO and Treasurer; previously CFO of Bally's Corporation and Turning Point Brands
On June 8, 2026, New Providence Acquisition Corp. III issued unsecured promissory notes totaling $1.5 million to its two co-Chief Executive Officers, Gary Smith and Alexander Coleman, to fund working capital. The notes bear no interest, mature at the earlier of an initial business combination or liquidation, and are convertible into units at $10.00 each, which could dilute existing shareholders.
Two unsecured notes of up to $750,000 each, totaling $1,500,000, issued to co-CEOs Gary Smith and Alexander Coleman
Notes carry no interest and mature at the earlier of an initial business combination or liquidation
Lenders may convert outstanding amounts into units at $10.00 each; each unit includes one Class A ordinary share and one-third of one warrant exercisable at $11.50
Separately, the Sponsor advanced $200,000 before the notes were issued, payable on the Sponsor's demand
At its annual meeting, Palladyne AI stockholders approved an amendment and restatement of the 2021 Equity Incentive Plan that increases the number of shares available for issuance by 4,500,000. They also approved restricted stock unit awards covering 5,360,659 shares to senior executives, which became fully effective and eligible for vesting upon approval. The awards and plan increase add potential dilution for existing shareholders.
Equity plan amendment approved: 16,236,339 for, 6,865,822 against, 138,369 abstain, with a 4,500,000-share increase.
Gloo Holdings reported first quarter 2026 revenue of $41.5 million, up 238% from the prior-year period, and a net loss of $17.1 million, down from $27.0 million a year earlier. The company raised its fiscal 2026 revenue guidance to $195.0 million and guided second quarter revenue to $44.0 million and Adjusted EBITDA to negative $8.5 million. Shareholders get a clearer view of growth and a narrowing loss, though the company still reports a net loss and has not reached Adjusted EBITDA profitability.
Q1 2026 total revenue was $41.5 million, versus $12.3 million in the prior-year period, and above the $36.0 million consensus cited in the release.
Net loss narrowed to $17.1 million from $27.0 million; Adjusted EBITDA was negative $11.5 million, compared with negative $18.6 million in Q4 2025.
Fiscal 2026 revenue guidance raised to $195.0 million; Q2 2026 revenue expected at $44.0 million and Adjusted EBITDA at negative $8.5 million.
Gloo agreed to acquire the remaining 20% stake in Midwestern, which would remove a $12.1 million call option liability from its balance sheet.
Mama's Creations reported first-quarter fiscal 2027 results for the period ended April 30, 2026. Revenue rose 50% to $52.8 million and net income rose 66% to $2.1 million, or $0.05 per diluted share, but gross margin fell to 23.6% from 26.1%, which the company attributed to short-term start-up inefficiencies tied to new product launches. Cash and cash equivalents reached $24.4 million, and total debt was $5.1 million.
Revenue of $52.8 million versus $35.3 million a year earlier, up 49.7%
Net income of $2.1 million, or $0.05 per diluted share, versus $1.2 million, or $0.03, a year earlier
Gross margin of 23.6% versus 26.1%; management cited labor and raw material inefficiencies from new packaging and product start-ups
Cash of $24.4 million as of April 30, 2026, up from $20.0 million on January 31, 2026; total debt $5.1 million
Liftoff Mobile, Inc. completed its initial public offering on June 3, 2026, selling 21,850,000 shares of common stock at $23.00 per share, net of underwriting discounts, including shares from the underwriters' full option. The company said it is using the $472.4 million in net proceeds mainly to repay about $413.8 million under its New Term Loan Facility, with the remainder for general corporate purposes and offering expenses. The filing also made its amended charter and bylaws effective, adopted equity incentive and employee stock purchase plans, and entered into stockholder and registration rights agreements with existing holders.
21,850,000 shares sold at $23.00 per share, net of underwriting discounts, completed June 3, 2026
Net proceeds of $472.4 million; about $413.8 million to repay the New Term Loan Facility
Amended and Restated Certificate of Incorporation authorizes 7,000,000,000 shares of common stock and 700,000,000 shares of preferred stock
Stockholders Agreements with Blackstone-affiliated BCP Redbird Aggregator L.P. and General Atlantic (LFT), L.P. dated June 3, 2026
DaVita entered a Ninth Amendment to its credit agreement on June 8, 2026, providing a $500 million incremental term loan due May 2031. The company says it has used or will use the proceeds to repay part of its senior secured revolving loan, pay fees and expenses, and for general corporate purposes. At its June 4, 2026 annual meeting, stockholders elected all nine director nominees, ratified KPMG LLP as auditor, and approved executive compensation on an advisory basis.
$500 million incremental Tranche B-2 term loan, maturing May 2031, denominated in U.S. dollars
Interest at Term SOFR plus 175 basis points, or Base Rate plus 75 basis points, at the company's option
Proceeds to repay part of the senior secured revolving loan maturing November 2030, plus fees and general corporate purposes
Annual meeting on June 4, 2026: nine directors elected, KPMG LLP ratified, and say-on-pay approved; about 91% of shares represented
Remitly Global, Inc. disclosed that Ankur Sinha, its Chief Product and Technology Officer, gave notice on June 8, 2026 that he will resign from the role effective June 19, 2026. The filing states his resignation did not result from any disagreement about the company's financial reporting or accounting policies, which is relevant to shareholders weighing executive turnover in a key operating role.
Ankur Sinha gave notice of resignation as Chief Product and Technology Officer on June 8, 2026.
The resignation takes effect June 19, 2026.
The filing states there was no disagreement with the company on financial reporting or accounting matters.
The 8-K does not name a successor or describe the reasons for the departure.
General Fusion Group and Spring Valley Acquisition Corp. III signed Amendment No. 2 to their Business Combination Agreement on June 3, 2026. The amendment gives the Company SAFE holders the right to vote on the arrangement resolution in the planned Plan of Arrangement, following earlier amendments in May 2026.
Amendment No. 2 dated June 3, 2026 lets Company SAFE holders vote on the Arrangement Resolution.
Amendment No. 1 dated May 12, 2026 sets the SPAC equity incentive plan reserve at 15% of SPAC common shares outstanding after closing.
The Business Combination would include SVIII continuing from the Cayman Islands to British Columbia and an amalgamation with NewCo.
The joint Form F-4 registration statement (File No. 333-293688) has been filed but is not yet effective.
InterPrivate Investment Partners V, Inc., a blank check company, closed its initial public offering of 20,125,000 units at $10.00 per unit on June 5, 2026, for gross proceeds of $201.25 million, including the full exercise of the underwriters' over-allotment option. The company placed $201.25 million in a trust account, which will not be released until a business combination is completed or public shares are redeemed, including if no business combination is completed within 24 months of the offering closing.
20,125,000 units sold at $10.00 each, including 2,625,000 units from the full over-allotment option, for gross proceeds of $201.25 million, closed June 5, 2026.
$201.25 million ($10.00 per unit) placed in a trust account with Continental Stock Transfer & Trust Company as trustee.
Trust funds are released only upon a business combination or redemption of public shares if no business combination is completed within 24 months of the closing.
Private placement of 540,000 units to the sponsor (365,000 units) and underwriters (175,000 units) for $5.4 million; directors Nicholaos C. Krenteras and Dimitri Goulandris were appointed June 3, 2026.
On June 2, 2026, an arbitration panel issued a final award in a dispute between subsidiary Maiden Reinsurance Ltd. and a ceding company. The panel denied the request to rescind the reinsurance agreement, but unanimously found the ceding company committed an intentional and material breach, and the award requires adjustments that include repayment of part of the approximately $10.8 million previously paid. The amount and timing of any net financial statement impact have not yet been determined.
Final Award dated June 2, 2026; by majority, the panel denied rescission, and attachment points and limits remain unchanged.
The panel unanimously found the Cedant made an intentional and material breach by changing its reserving or claims methods without the reinsurer's consent.
The subsidiary previously paid $10.8 million in net losses and may have to repay part of that amount.
The subsidiary was awarded $1.0 million in attorneys' fees; as of March 31, 2026, reserves were $11.5 million and premiums received totaled $19.5 million.
Perrigo's President and CEO Patrick Lockwood-Taylor resigned on June 7, 2026, effective immediately, after the Board found that certain personal conduct was not consistent with the company's Code of Conduct. Director Albert A. Manzone was appointed interim President and CEO, and the Board has started a search for a permanent CEO. The company said the conduct did not involve its business, strategy, operations, financial reporting, or results, and it reaffirmed its full-year 2026 outlook.
Lockwood-Taylor resigned as President, CEO and board member on June 7, 2026, effective immediately.
The Board cited personal conduct inconsistent with the Code of Conduct and core values, and said the conduct did not involve business, financial reporting or results.
Manzone, a director since 2022, was appointed interim President and CEO on June 7, 2026; the Board reduced its size from 9 to 8 directors.
Perrigo reaffirmed 2026 outlook from its May 6, 2026 release, including All In adjusted EPS of $2.00 to $2.30; compensation terms for Manzone are not yet set.
Savara's stockholders approved an increase in authorized common stock from 300,000,000 to 600,000,000 shares and an 18,900,000-share increase to the 2024 Omnibus Incentive Plan at the June 4, 2026 annual meeting. The company also said Chief Financial and Administrative Officer David Lowrance will resign effective July 15, 2026, for health reasons, and that Chief Operating Officer Robert Lutz will become Chief Financial and Operating Officer on that date.
Authorized common shares rise from 300,000,000 to 600,000,000, effective on filing with Delaware on June 4, 2026
Robert Lutz, COO since February 2023, takes the Chief Financial and Operating Officer role effective July 15, 2026, with a $510,000 annual base salary
David Lowrance resigns effective July 15, 2026, due to health reasons, and is expected to enter a consulting agreement at $200 per hour
The 2024 Plan increase of 18,900,000 shares passed with 156,664,451 votes for and 2,324,514 against
Plexus Corp. entered a Second Amended and Restated Credit Agreement on June 5, 2026, replacing its 2022 credit agreement in its entirety with JPMorgan Chase Bank, N.A. as administrative agent. The revolving facility has a $500 million maximum commitment, which the company can increase by $250 million to $750 million, and matures June 5, 2031. The filing describes the new facility as a routine refinancing of the existing credit line, with no new borrowing amount stated.
Revolving credit facility: maximum commitment of $500 million, expandable by $250 million to $750 million at the company's election, subject to conditions
Maturity date: June 5, 2031, replacing the Amended and Restated Credit Agreement dated June 9, 2022
Financial covenants: interest coverage ratio of at least 3.00 to 1.00 and leverage ratio no greater than 3.50 to 1.00, with a temporary increase to 4.25 to 1.00 permitted for certain material acquisitions
ATI Inc. completed the sale of $450 million of unsecured 5.875% Senior Notes due June 15, 2033, under its shelf registration. The notes add $450 million of long-term debt, and the filing sets out interest payment dates and early redemption terms that shareholders should weigh against the company's existing obligations.
Principal amount: $450 million; interest of 5.875% per annum, payable semi-annually on June 15 and December 15, starting December 15, 2026
Maturity: June 15, 2033; the company may redeem before June 15, 2029 at a premium, and from June 15, 2029 at specified redemption prices
Indenture dated September 14, 2021 with Computershare Trust Company, N.A., as successor trustee; Third Supplemental Indenture dated June 8, 2026; underwriter is Goldman Sachs & Co. LLC
Hubbell agreed on June 2, 2026 to sell $1.9 billion of senior notes due 2031, 2033 and 2036, and the notes were issued on June 8, 2026. Hubbell expects to use the net proceeds of about $1,869.6 million, with cash on hand and other borrowings, to fund part of its previously announced acquisition of NSI Industries and to repay NSI debt. If the NSI acquisition is not completed by the deadline in the filing, Hubbell must redeem the notes at 101% of principal, so the debt is tied to that deal closing.
$500 million of 4.650% notes due June 15, 2031; $700 million of 4.900% notes due June 15, 2033; and $700 million of 5.150% notes due June 15, 2036
Net proceeds of approximately $1,869.6 million after underwriting discount and estimated offering expenses
Proceeds intended to fund part of the NSI Acquisition, repay NSI Industries indebtedness and pay related fees and expenses
If the NSI Acquisition is not consummated by the date five business days after the later of May 1, 2027 or any agreed later Outside Date, Hubbell must redeem the notes at 101% of principal plus accrued interest
Oil-Dri reported third-quarter fiscal 2026 results for the quarter ended April 30, 2026, with net sales of $126.3 million, up 9%, and net income of $14.5 million, up 25%. Its board also raised the quarterly dividend by about 10% and authorized repurchases of up to 500,000 more Common shares, though nine-month income from operations fell 5%.
Q3 net sales $126.3 million, up 9%; diluted EPS (Common) $1.00 versus $0.80 a year earlier.
Gross margin fell to 26.7% from 28.6%, partly offset by SG&A expenses down $2.5 million, or 13%.
Board declared quarterly dividend of $0.225 per Common share, payable August 21, 2026 to holders of record August 7, 2026.
Board authorized repurchase of up to 500,000 Common shares, in addition to 172,261 Common and 208,197 Class B shares available as of April 30, 2026.
Acushnet Holdings entered an agreement with Magnus Holdings Co., Ltd. to purchase up to $52.5 million of its common stock from Magnus, under its existing $1.25 billion repurchase authorization. The price will be the average price the company pays for shares in the open market or privately negotiated deals over each pricing period, and the purchases are subject to no material adverse effect on the company's business or financial condition.
Up to $52.5 million of common stock to be bought from Magnus on a share-for-share basis, as the company repurchases shares in the open market or in private deals
Price is the average price of the company's share purchases over each pricing period, first period starting June 10, 2026
Final determination date is September 30, 2026, if the $52.5 million has not already been purchased
The filing refers to the April 17, 2026 proxy statement for details on Magnus' relationship with the company
The filing, tagged to VivMark Residential (VMRK), describes Equity Residential (NYSE: EQR) and AvalonBay compensation and leadership arrangements tied to their all-stock merger of equals, which is expected to close in the second half of 2026. Benjamin Schall, AvalonBay's CEO, will lead the combined company after closing and has an amended offer letter; three other executives also signed offer letters that take effect at closing. The filing does not mention VivMark, so the filer identity should be verified before drawing conclusions for VMRK shareholders.
Benjamin Schall's amended offer letter, dated June 7, 2026, sets a $1,000,000 base salary from January 1, 2027, with a target long-term equity award of $6,650,000.
Schall's one-time Transaction Award has a grant date target value of $6,250,000; Manelis, O'Shea and Fenster have targets of $4,500,000, $3,562,500 and $3,000,000.
The June 8, 2026 joint press release names Michael Manelis as COO, Kevin O'Shea as CFO and Scott Fenster as General Counsel of the combined company.
The merger was announced May 20-21, 2026, and is expected to close in the second half of 2026, subject to shareholder approval by both companies.
Vail Resorts reported third-quarter fiscal 2026 net income attributable to the company of $314.4 million, down from $389.7 million a year earlier, and Resort Reported EBITDA of $586.4 million, down from $647.7 million. The company reduced its fiscal 2026 guidance to net income of $128 million to $162 million and Resort Reported EBITDA of $735 million to $755 million, citing weather that hurt visitation and demand in the western U.S.
Q3 Resort Net Revenue decreased $90.4 million, or 7.0%, to $1,205.1 million, with total skier visits down 15.5%.
Fiscal 2026 net income guidance is $128 million to $162 million, and Resort Reported EBITDA guidance is $735 million to $755 million.
Pass product units sold through May 26, 2026 for the 2026/2027 season decreased approximately 10%, and sales dollars decreased approximately 5%.
The quarterly cash dividend of $2.22 per share is payable July 9, 2026 to holders of record as of June 25, 2026.
Senseonics said it has closed the European asset purchases it agreed to in March 2026, which cover Ascensia's commercial Eversense CGM activities in Italy, Germany, Spain and Sweden. The filing describes the closings as completed but does not disclose the purchase price, revenue contribution or expected financial effect.
Germany, Spain and Sweden asset purchases closed on June 1, 2026
Italy asset purchase closed on June 8, 2026
Transfer effective for finance and accounting purposes as of June 1, 2026
Agreements were entered into March 12, 2026 under a master asset purchase agreement dated December 31, 2025
On June 8, 2026, Mastercard completed a $5.0 billion offering of notes in five tranches, maturing from 2028 to 2036, under its existing shelf registration. The filing discloses the principal amounts, coupons and underwriters, and the notes were issued under a 2014 indenture with Deutsche Bank Trust Company Americas as trustee. The filing describes a routine debt financing and does not state how the proceeds will be used.
Floating Rate Notes due 2028: $500 million
4.325% Notes due 2028: $1.25 billion; 4.425% Notes due 2029: $1.15 billion
4.600% Notes due 2031: $1.35 billion; 5.000% Notes due 2036: $750 million
Underwriting Agreement dated June 4, 2026, with J.P. Morgan Securities LLC and Goldman Sachs & Co. LLC among eight representatives
Vor Bio announced that China's National Medicinal Products Administration granted conditional approval of telitacicept for adult IgA nephropathy and approval for adult Sjögren's disease, both in China, where partner RemeGen holds development and commercialization rights. Vor Bio holds exclusive rights outside Greater China, so the filing signals progress on the drug's global program but no direct financial figures are disclosed.
NMPA conditionally approved telitacicept for adult IgA nephropathy in China, per Exhibit 99.1.
NMPA approved telitacicept for adult Sjögren's disease in China, per Exhibit 99.2.
In the Phase 3 TELIGAN trial, telitacicept 240 mg produced a 55% placebo-adjusted reduction in UPCR at Week 39.
RemeGen runs development and commercialization in China; Vor Bio holds rights outside Greater China.
Keystone Acquisition Corp., a blank check company, closed its initial public offering of 28,750,000 units on June 4, 2026, including the full exercise of the underwriters' over-allotment option, for gross proceeds of $287.5 million. It also sold 8,468,750 private placement warrants for $8,468,750, and $288,218,750 was placed in a trust account.
The company has no operating business yet. Trust funds stay in the account until a business combination is completed or public shares are redeemed, which can occur if no combination is completed within 21 months of the IPO closing.
Trust account holds $288,218,750, or $10.025 per unit sold in the public offering.
Private placement of 8,468,750 warrants at $1.00 each; the sponsor bought 5,593,750 warrants.
Speaker John A. Boehner, Paul Y. Cho and Martin Payne were appointed independent directors on June 2, 2026, and received 40,000, 35,000 and 25,000 Class B ordinary shares, respectively.
Trust funds are released only on a business combination or, if none is completed within 21 months, redemption of public shares.
U.S. Global Investors restated per-share results for the three and nine months ended March 31, 2026, after a spreadsheet omission understated weighted-average shares. The error changed only share counts and EPS; net income, revenue and operating income were not affected. Restated Q3 net income of $2.7 million compares with a net loss a year earlier, so shareholders see lower per-share figures but unchanged underlying profit.
Restated Q3 basic and diluted EPS is $0.21, down from $0.23 as reported; nine-month EPS is $0.26, down from $0.27.
Weighted-average shares for the quarter were understated by 702,484 shares; the company said net income, revenue and cash were not affected.
Q3 operating revenues were $2.8 million, up 31% from the same quarter of fiscal 2025 and up 10% from the prior quarter.
Q3 net income was $2.7 million, compared with a net loss of $382 thousand in the same quarter a year earlier.
Duluth Trading furnished the slide presentation for its Investor & Analyst Event on June 8, 2026, held at the Nasdaq MarketSite and by webcast. The deck shows net sales down 4% year over year in Q1 2026 but a narrower net loss, and sets targets for 2028 including revenue growth of 1% to 3% CAGR from 2025 and adjusted EBITDA of about $50 million to $60 million. Shareholders get management's multiyear plan, though the targets are forward-looking and the filing says actual results may differ materially.
Q1 2026 net sales were $98.6 million, down 4% year over year, while Q1 net loss narrowed to $10.0 million from $15.3 million.
FY2025 net loss improved to $16.2 million from $43.6 million, and adjusted EBITDA rose to $24.9 million from $14.6 million.
Slides list 2025-2028 targets including revenue growth of 1% to 3% CAGR, gross margin up 200 to 300 basis points, and free cash flow positive.
The event ran from 11:00am to 1:00pm Eastern time on June 8, 2026.
FICO amended its credit agreement to add a $1.5 billion unsecured term loan maturing May 15, 2028, and borrowed the full amount on June 5, 2026. The company is using the proceeds for a $1.5 billion accelerated share repurchase with Wells Fargo Securities, under a new $2.0 billion buyback authorization that replaces its previous $1.5 billion program.
Incremental term loan of $1.5 billion, maturing May 15, 2028, with quarterly repayments of $75 million from September 30, 2026 through June 30, 2027, then $112.5 million
Upfront payment of $1.5 billion to Wells Fargo Securities on June 8, 2026, with an initial delivery of approximately 1,055,100 shares
New stock repurchase program of up to $2.0 billion, open-ended; about $500 million expected to remain after the ASR is completed by September 30, 2026
Groupon appointed Aditya Rajkumar, formerly of 7-Eleven and DoorDash, as Chief Operating Officer, effective August 3, 2026. He will report to CEO Dusan Senkypl and oversee marketplace and merchant operations, and the filing details his pay package, including a $500,000 base salary and an equity award of 155,000 shares.
Rajkumar joins effective August 3, 2026 and reports to CEO Dusan Senkypl, overseeing marketplace and merchant operations.
Offer letter dated May 18, 2026 sets an annual base salary of $500,000 and a 2026 target cash bonus of $150,000, pro-rated to his start date with a $50,000 minimum.
Cash sign-on bonus of $150,000, paid in three $50,000 installments on November 15, 2026, February 15, 2027 and May 15, 2027.
Equity award of 155,000 shares under the 2011 Incentive Plan, split equally between restricted stock units and performance stock units; LTIP award of at least $500,000 in May 2027, subject to Compensation Committee approval.
Tyson Foods said Wes Morris, 60, will become chief operating officer effective June 15, 2026, and Devin Cole will step down from the role the same day. Morris previously led the company's Poultry group and Prepared Foods operations, and the press release says he will oversee the Chicken, Beef, Pork, Prepared Foods and International segments. The filing also sets out his pay package and says the company expects to enter a separation agreement with Cole.
Wes Morris, 60, becomes COO effective June 15, 2026; Devin Cole steps down the same day
Employment agreement sets base salary at $1,350,000, annual incentive target at 160% of base, and long-term incentive target at $5,900,000
Initial restricted stock unit award with grant date fair value of $1,500,000, granted July 10, 2026, vesting in one-third tranches over three years
Company expects to enter a separation agreement with Cole; terms to be disclosed in a future 8-K amendment
Construction Partners amended its credit agreement on June 3, 2026, increasing its revolving credit facility from $500.0 million to $700.0 million. The amendment also adjusts financial covenants, raises the material acquisition threshold to $100.0 million, and allows up to $50.0 million per fiscal year in stock repurchases under a share repurchase plan. The filing does not report any change in the company's earnings or drawn borrowings.
Revolving credit facility increased from $500.0 million to $700.0 million under the Sixth Amendment dated June 3, 2026
Maximum consolidated net leverage ratio set at 4.75-to-1.00 for quarters ending June 30, 2026 through September 30, 2026, stepping down to 4.00-to-1.00 from June 30, 2028
Minimum consolidated interest coverage ratio adjusted to 2.75-to-1.00
Stock repurchases permitted up to $50.0 million per fiscal year under a new basket, subject to conditions
Motorcar Parts of America reported fiscal 2026 fourth-quarter net sales up 9.9% to $212.3 million and net income of $9.7 million, or $0.42 per diluted share, versus a net loss of $722,000 a year earlier. For fiscal 2027 the company expects net sales of $780 million to $800 million, operating income of $86 million to $91 million, and EBITDA of $95 million to $100 million, which would be a meaningful increase in profit against fiscal 2026 operating income of $65.8 million.
Q4 fiscal 2026 net sales rose $19.2 million, or 9.9%, to $212.3 million, including $19.9 million of core revenue tied to inventory realignment at customer distribution centers.
Full-year fiscal 2026 net income was $12.4 million, or $0.62 per diluted share, versus a net loss of $19.5 million a year earlier; operating income was $65.8 million versus $39.9 million.
Fiscal 2027 guidance: net sales of $780 million to $800 million, operating income of $86 million to $91 million, and EBITDA of $95 million to $100 million.
The company repurchased 955,608 shares for $11.4 million in fiscal 2026 and had $22.1 million remaining under its current buyback authorization as of March 31, 2026.
Pangaea Logistics Solutions removed directors Eric S. Rosenfeld, David D. Sgro and Anthony Laura from its Board on June 7, 2026, under a bye-law provision that allows removal when three quarters of the other directors request a written resignation. The company said the seven-person board should be more efficient and better positioned to make timely decisions, but the filing does not describe any financial effect or successor appointments.
Directors removed on June 7, 2026: Eric S. Rosenfeld, David D. Sgro and Anthony Laura
Removal made under Section 24.1.7 of the Bye-Laws, which requires written resignation requests from at least three quarters of the other directors
Board now consists of seven directors; the filing names no replacements
Campbell's reported third-quarter fiscal 2026 net sales of $2.4 billion, down 4% on both a reported and organic basis, and adjusted EPS of $0.50, down 32% from $0.73. GAAP EPS rose to $0.41 from $0.22, largely because the prior-year quarter included a $150 million impairment charge. The company reaffirmed its full-year fiscal 2026 guidance for organic net sales, Adjusted EBIT and Adjusted EPS, so shareholders see weaker underlying profit this quarter but no change to the outlook.
Net sales were $2,366 million versus $2,475 million a year earlier, a 4% decline, with volume/mix down 5% and net price realization up 1%.
Adjusted gross profit margin fell 240 basis points to 27.7%, driven mainly by cost inflation, supply chain costs and tariffs.
Full-year fiscal 2026 guidance was reaffirmed: Adjusted EPS of $2.15 to $2.25, a 23% to 26% decline from fiscal 2025.
Cash flow from operations for the nine months was $839 million, compared with $872 million a year earlier; the company paid $380 million to shareholders year-to-date, mainly through dividends.
Seaport Therapeutics reported first-quarter 2026 results showing a net loss of $25.4 million, up from $13.1 million a year earlier, as research and development expenses roughly doubled to $21.4 million. The company had $212.6 million in cash, cash equivalents and investments at March 31, 2026, and said a May 2026 IPO that raised $260.0 million gross should fund operations into 2029, which matters to shareholders because the larger loss and new share issuance both bear on the company's cash runway and per-share results.
Net loss was $25.4 million for Q1 2026 versus $13.1 million for Q1 2025; net loss per share was $10.34 versus $5.65.
R&D expenses were $21.4 million versus $10.5 million, mainly from clinical development of GlyphAllo and GlyphAgo; G&A expenses were $6.1 million versus $5.7 million.
Cash, cash equivalents and investments were $212.6 million at March 31, 2026; the IPO closed in May 2026 with $260.0 million in gross proceeds.
Sharon Mates was appointed to the Board of Directors; Robert Nelson, Eric Elenko and Robert Lyne left the board in connection with the IPO.
Duluth Trading reported a fiscal first-quarter net loss of $10.0 million, down from $15.3 million a year earlier, while net sales fell 4.0% to $98.6 million. The company raised its fiscal 2026 Adjusted EBITDA guidance and affirmed its net sales guidance, so shareholders get a mixed picture of lower sales offset by better profitability and a higher profit outlook.
Net sales decreased 4.0% to $98.6 million from $102.7 million; direct-to-consumer sales fell 8.7% and retail store sales rose 3.3%.
Net loss was $10.0 million, or ($0.29) per share, versus a net loss of $15.3 million, or ($0.45) per share, a year earlier.
Adjusted EBITDA rose $6.4 million to $2.6 million; gross margin expanded 540 basis points to 57.4%.
Fiscal 2026 Adjusted EBITDA guidance was raised to $28 million to $32 million from $26 million to $30 million; net sales guidance of $540 million to $560 million was affirmed.
CKX Lands said it continues to explore strategic alternatives, including a sale of its remaining assets or of the company itself. Parties interested in its assets or equity must contact its financial advisor, TAP Advisors, by June 30, 2026, but the company said there is no assurance a transaction will occur.
Interested parties must contact financial advisor TAP Advisors by June 30, 2026.
Options explored since the November 2025 land sale include a sale of remaining assets or of the company.
Any sale of the company or substantially all assets would require CKX shareholder approval under Louisiana law.
The first stage concluded November 18, 2025, with the sale of about 6,548 acres to Southern Pine Plantations of Georgia, Inc. for $8,618,021.70 in cash.
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