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).
Constellation Brands reported first-quarter fiscal 2027 results for the quarter ended May 31, 2026. Reported net sales fell 3% to $2,432.7 million, while reported diluted EPS rose 31% to $3.79 and comparable EPS rose 7% to $3.43. The company updated its reported fiscal 2027 EPS outlook to $11.50-$12.20 and affirmed its comparable EPS outlook of $11.20-$11.90, and declared a $1.03 quarterly dividend.
Reported net sales $2,432.7 million, down 3% from $2,515.0 million; organic net sales up 3%
Reported operating income $845.3 million, up 18%; comparable operating income $834.2 million, up 6%
Repurchased $324 million of shares year-to-date through June 2026; operating cash flow $662 million and free cash flow $485 million
Quarterly dividend of $1.03 per Class A share payable August 13, 2026, to holders of record July 30, 2026
Progress Software reported fiscal second-quarter 2026 revenue of $253 million, up 7% year over year, and GAAP diluted earnings per share of $0.50, up from $0.39. The company raised its fiscal 2026 revenue guidance to $990 million to $1.002 billion and its non-GAAP EPS guidance to $6.09 to $6.21, but lowered its GAAP EPS guidance to $1.60 to $1.74.
Q2 revenue was $253 million, up 7% year over year; ARR was $868 million, up 2% on a constant currency basis.
GAAP diluted EPS was $0.50 versus $0.39 a year earlier; non-GAAP diluted EPS was $1.62 versus $1.40.
FY2026 revenue guidance rose to $990 million to $1.002 billion from $988 million to $1 billion; non-GAAP EPS guidance rose to $6.09 to $6.21 from $5.91 to $6.03.
FY2026 GAAP diluted EPS guidance fell to $1.60 to $1.74 from $1.71 to $1.87 (prior guidance dated March 30, 2026).
Neurogene released updated Phase 1/2 results for its NGN-401 gene therapy in females with Rett syndrome, reporting 47 developmental milestones gained across 10 participants with follow-up of 12 to 30 months. The company reported no plateau or loss of milestones and no new treatment-related serious adverse events since its October 2025 data cutoff. The filing contains clinical data only, with no financial results or guidance changes, and topline results from the Embolden registrational trial are expected in the second half of 2027.
47 total developmental milestones gained across 10 participants, an average of 4.7 per participant, as of the June 16, 2026 data cutoff
Follow-up ranged from 12 to 30 months, with no plateau observed and no milestones lost
No new treatment-related serious adverse events reported since the October 2025 data cutoff; no treatment-related SAEs or DLTs in Embolden as of June 16, 2026
Embolden registrational trial dosing is complete with 25 participants; topline results expected in 2H 2027
On June 28, 2026, Iridium agreed to merge with Rocket Lab, which will acquire all outstanding Iridium common stock for $27.00 in cash plus Rocket Lab shares per Iridium share. The companies put the notional value at $54.00 per share and the enterprise value at approximately $8.0 billion, and the deal requires an Iridium stockholder vote, antitrust clearance, and FCC consent. Iridium would owe Rocket Lab a $223.62 million termination fee in specified circumstances, and its shares would be delisted from Nasdaq if the deal closes.
Each Iridium share receives $27.00 in cash plus Rocket Lab stock; the exchange ratio is fixed at 0.4000 if the Rocket Lab price is $67.50 or less and at 0.2400 if it is $112.50 or more.
The transaction is expected to close in mid-2027, with an outside date of June 28, 2027, extendable to December 28, 2027.
Iridium would pay Rocket Lab a $223.62 million termination fee under specified circumstances, including if its board withdraws its recommendation.
Rocket Lab has received commitments for a $3.6 billion 364-day senior secured bridge term loan from Deutsche Bank and Wells Fargo.
BioCryst said its board approved on June 25, 2026 a plan to discontinue internal discovery programs and close its Birmingham, Alabama facility, with the work substantially complete by the end of 2026. The company cannot yet estimate the total cost of the plan and will file an amendment once it does, while lowering its 2026 non-GAAP operating expense guidance and reaffirming revenue guidance.
Board approved the plan on June 25, 2026; implementation expected to be substantially complete by the end of 2026.
Total costs of the plan are not yet estimated; expected costs include contract, lease and employee termination and severance.
2026 non-GAAP operating expense guidance lowered to $420 million to $440 million from $450 million to $470 million.
Total 2026 revenue guidance of $635 million to $660 million is reaffirmed; ORLADEYO oral pellets expected to be available in early August 2026.
Atlas Lithium said the Minas Gerais permitting commission voted on June 26, 2026 to grant its expansion permit, applied for on November 25, 2024, and the decision was published in the state gazette on June 27, 2026. The permit covers additional mining areas and authorizes assembling and operating its lithium processing plant, processing mined ore there, and selling the lithium concentrate it produces, which the company says positions it to advance its Neves Project.
Permitting commission vote granting the expansion permit: June 26, 2026
Official gazette publication in Minas Gerais, Brazil: June 27, 2026
Permit covers additional mining areas beyond those in the operational permit received October 25, 2024
Permit authorizes plant assembly and operation, ore processing, and sale of lithium concentrate
The FDA approved Viridian Therapeutics' Lumvoa (veligrotug-vvze) for thyroid eye disease regardless of disease activity or duration, and the company plans to launch it immediately. The approval is Viridian's first FDA-approved product and first commercial product, a milestone that moves the company from development toward sales.
FDA approval announced June 26, 2026; Lumvoa is the first TED treatment with labeling covering both active and chronic TED
Launch planned immediately; physicians can prescribe Lumvoa tomorrow, per the press release
Lumvoa is given as five intravenous infusions over 12 weeks; infusion reactions reported in about 9% of patients
Conference call and webcast scheduled Monday, June 29, 2026 at 8:00 a.m. ET
Bio-Techne entered a merger agreement under which Merck KGaA's subsidiary will merge into the company, leaving Bio-Techne as a wholly-owned Merck KGaA subsidiary. Each share will convert into the right to receive $73.00 in cash, and the board has recommended that shareholders approve the deal.
Merger consideration: $73.00 in cash per share of common stock, less any required tax withholdings
Buyer: Merck KGaA, Darmstadt, Germany, through its subsidiary EMD Holdings NewCo, Inc.
Closing requires majority shareholder approval, expiration of the Hart-Scott-Rodino waiting period and other required approvals, and no Burdensome Condition
onsemi agreed to acquire Synaptics in an all-stock transaction with a total enterprise value of approximately $7 billion. Each Synaptics share will convert into 1.350 onsemi shares, a premium of approximately 19% to the 10-day volume weighted average closing prices, and Synaptics stockholders are expected to own about 12% of the combined company. Closing is expected in mid-2027, subject to a Synaptics stockholder vote, regulatory approvals and other conditions, and Synaptics agreed to pay onsemi a $235 million termination fee in specified circumstances.
Each Synaptics share converts into 1.350 shares of onsemi common stock; the deal is all-stock
Total enterprise value of approximately $7 billion, about a 19% premium to 10-day VWAP
Expected close in mid-2027; the End Date is June 25, 2027, extendable up to 21 months
Synaptics termination fee of $235 million; onsemi regulatory termination fee of $320 million
H.B. Fuller reported second quarter 2026 net revenue of $950 million, up 5.8% year-on-year, and diluted EPS of $1.23 versus $0.76 a year earlier. The company raised the midpoint of its full-year adjusted EBITDA and adjusted EPS guidance, which matters to shareholders because it points to stronger expected profit for fiscal 2026.
Net revenue of $950 million, up 5.8%; organic revenue up 2.6% year-on-year
Diluted EPS of $1.23 versus $0.76 a year earlier; adjusted diluted EPS of $1.41, up 19%
Fiscal 2026 adjusted EBITDA now expected at $650 million to $675 million; adjusted EPS at $4.60 to $4.90
Record second quarter operating cash flow of $121 million; 750 thousand shares repurchased in the quarter
CMC reported fiscal third-quarter 2026 results for the period ended May 31, 2026, with net sales of $2.48 billion, up 22.9% from a year earlier. Net earnings were $173.0 million, or $1.55 per diluted share, compared with $83.1 million, or $0.73 per share, a year earlier, and core EBITDA rose 78.6% to $353.6 million. The company also declared a $0.20 quarterly dividend and said it expects core EBITDA to increase sequentially in the fourth quarter.
Net sales were $2.48 billion, up 22.9% year over year from $2.02 billion.
Net earnings were $173.0 million, or $1.55 per diluted share, versus $0.73 per diluted share a year earlier; adjusted earnings were $1.73 per diluted share.
Core EBITDA rose 78.6% to $353.6 million, with a 14.2% margin; the company cited the recent precast acquisitions and stronger metal margins.
A quarterly dividend of $0.20 per share is payable July 15, 2026, and CMC will host an Investor Day on August 5, 2026.
Acuity reported fiscal third-quarter results for the quarter ended May 31, 2026, with net sales of $1.2 billion, up 1.6% from a year earlier. GAAP diluted EPS rose 46.2% to $4.56, and adjusted diluted EPS rose 3.7% to $5.31, while adjusted operating profit grew only 0.8%. The release does not include updated guidance.
Net sales were $1,198.0 million, up $19.4 million or 1.6% from $1,178.6 million in the prior-year quarter.
Diluted EPS was $4.56 versus $3.12 a year earlier; adjusted diluted EPS was $5.31 versus $5.12.
Adjusted operating profit was $223.5 million, up 0.8%, with an adjusted operating margin of 18.7%, down 10 basis points.
Net cash from operating activities was $520.2 million for the first nine months of fiscal 2026; the company repurchased about 766,000 shares for $230 million year to date.
Darden reported fiscal fourth-quarter sales of $3.72 billion, up 13.7%, with adjusted diluted earnings per share from continuing operations of $3.66, up 22.8%; the quarter included an extra week that contributed $0.25 per share. The company also raised its quarterly dividend to $1.62 per share, authorized a new $1.5 billion share repurchase program, and issued fiscal 2027 guidance for diluted earnings per share from continuing operations of $11.10 to $11.35.
Q4 sales rose 13.7% to $3.72 billion, including 7.6 percentage points from the extra week; blended same-restaurant sales rose 4.6%
Fiscal 2027 outlook: total sales of $13.60 billion to $13.75 billion and diluted EPS from continuing operations of $11.10 to $11.35
Quarterly dividend increased 8.0% to $1.62 per share, payable August 3, 2026 to holders of record on July 10, 2026
Board amended bylaws effective immediately, raising the shareholder aggregation limit for director nominations from 10 to 20 shareholders
Morgan Stanley said its Board will raise the quarterly common stock dividend to $1.15 per share from $1.00, starting with the dividend expected to be declared in the third quarter of 2026, and reauthorized a multi-year share repurchase program of up to $20 billion with no set expiration date. The Federal Reserve's 2026 stress test results do not change the firm's 4.3% Stress Capital Buffer requirement, which the firm expects to remain in place until October 1, 2027.
Quarterly dividend rises 15 cents, from $1.00 to $1.15 per share, starting with the third quarter of 2026 declaration.
Share repurchase program of up to $20 billion reauthorized, beginning in the third quarter of 2026, with no set expiration date.
Stress Capital Buffer requirement stays at 4.3%; the firm's aggregate U.S. Basel III CET1 ratio is 11.8%, versus 15.1% as of March 31, 2026.
Goldman Sachs said the Federal Reserve released its 2026 Comprehensive Capital Analysis and Review results and that the firm remains well capitalized. The firm intends to raise its common dividend from $4.50 to $5.00 per share starting July 1, 2026, subject to Board approval at its scheduled third quarter meeting.
Planned dividend rise from $4.50 to $5.00 per share, effective July 1, 2026, subject to Board approval at the third quarter meeting
Dividend increase is 11% above current levels and 25% above the prior year, per the filing
Stress capital buffer stays at 3.4% through September 30, 2027; CET1 requirement stays at 11.4%
Jefferies reported net earnings attributable to common shareholders of $226 million, or $1.02 per diluted share, for the quarter ended May 31, 2026, up from $88 million, or $0.40 per share, a year earlier. Net revenues rose to $2.21 billion from $1.63 billion, led by investment banking and a record quarter for Equities, and the board raised the share buyback authorization to $250 million. The figures are preliminary and may be revised in the Form 10-Q the company expects to file on or about July 9, 2026.
Net revenues of $2.21 billion, compared with $1.63 billion in the prior-year quarter
Investment banking net revenues of $1.21 billion, up 57% from the prior-year quarter; Equities net revenues a record $601 million, up 14%
Repurchased 4.0 million shares for $197 million during the quarter; board raised buyback authorization to $250 million
Quarterly cash dividend of $0.40 per share, payable August 28, 2026 to holders of record on August 18, 2026
JPMorgan Chase said its Board intends to raise the quarterly common stock dividend to $1.65 per share from $1.50 for the third quarter of 2026, subject to later Board approval. The Board also authorized a new $50 billion common share repurchase program effective July 1, 2026, to be used at management's discretion. The Firm's Stress Capital Buffer requirement of 2.5% and its 11.5% CET1 capital ratio requirement remain unchanged, which matters to shareholders because it signals more capital returned to them under current rules.
Intended quarterly dividend of $1.65 per share, up from $1.50, for the third quarter of 2026
New $50 billion common share repurchase program effective July 1, 2026
Stress Capital Buffer requirement of 2.5% unchanged through September 30, 2027
Standardized CET1 capital ratio requirement including buffers remains 11.5%
Micron reported record fiscal third-quarter 2026 results for the quarter ended May 28, 2026, with revenue of $41.46 billion, up from $9.30 billion a year earlier, and GAAP net income of $28.24 billion, or $24.67 per diluted share. The company guided fiscal fourth-quarter revenue to $50.0 billion plus or minus $1.0 billion and GAAP diluted EPS to $30.73 plus or minus $1.00, and declared a $0.15 quarterly dividend.
Q3 revenue of $41.46 billion versus $23.86 billion in the prior quarter and $9.30 billion a year earlier
GAAP diluted EPS of $24.67; non-GAAP diluted EPS of $25.11
Q4 outlook: revenue of $50.0 billion ± $1.0 billion; GAAP diluted EPS of $30.73 ± $1.00
Quarterly dividend of $0.15 per share payable July 21, 2026, to holders of record as of July 6, 2026
Paychex reported fiscal fourth-quarter results for the quarter ended May 31, 2026, with total revenue up 12% to $1.6 billion and diluted earnings per share up 43% to $1.17 versus $0.82 a year earlier. For fiscal 2027, the company expects adjusted diluted earnings per share to grow 7% to 9% and total revenue to grow 5% to 6%, which shareholders can compare with the fiscal 2026 growth rates in the filing.
Q4 total revenue rose 12% to $1.6 billion; operating income rose 40% to $604.7 million
Q4 diluted EPS was $1.17 versus $0.82; adjusted diluted EPS was $1.32 versus $1.19
Fiscal 2027 outlook: total revenue growth of 5% to 6%; adjusted diluted EPS growth of 7% to 9%
Returned $2.2 billion to shareholders in fiscal 2026, including $611.0 million in share repurchases
Absci reported interim blinded Phase 1 data for ABS-201, an investigational antibody for androgenetic alopecia, showing study drug appeared well tolerated across 32 participants in four single ascending dose cohorts as of a June 8, 2026 data cutoff. The estimated half-life of at least 65 days is preliminary and supports a possible dosing schedule of two or three injections over six months, pending further follow-up. The filing contains no financial results or guidance, and the company expects interim proof-of-concept data in the second half of 2026.
Interim data covers 32 healthy adult participants across four single ascending dose cohorts, with a June 8, 2026 data cutoff
No serious adverse events reported as of the cutoff; treatment-related adverse events were reported in 5 participants and all were mild
Estimated half-life for ABS-201 is at least 65 days, pending confirmation through continued follow-up
Interim proof-of-concept data expected in the second half of 2026; full proof-of-concept data expected in early 2027
Green Dot stockholders approved the merger with CommerceOne Financial and the separation agreement at a June 23, 2026 special meeting, with more than 99% of votes cast in favor of each. Under the proposed transaction, CommerceOne would acquire Green Dot Bank and Smith Ventures would acquire Green Dot's non-bank fintech operations, and completion is expected in the third quarter of 2026 subject to regulatory approvals.
Merger proposal: 40,869,891 votes for, 139,918 against, 52,234 abstentions; more than 99% of votes cast were in favor.
Separation proposal: 40,709,555 votes for, 300,237 against, 52,251 abstentions; more than 99% of votes cast were in favor.
Advisory vote on transaction-related executive compensation: 35,353,034 for, 4,957,445 against, 751,564 abstentions; not a condition to completion.
Quorum of 72.44% was reached with 41,062,043 of 56,682,705 shares present; completion is expected in Q3 2026 pending regulatory approvals from the Federal Reserve, Alabama State Banking Department and Utah Department of Financial Institutio
On June 23, 2026, subsidiary Alclear Holdings, LLC signed Amendment No. 4 to its March 31, 2020 credit agreement with JPMorgan Chase Bank, N.A. as administrative agent. The amendment lowers borrowing costs, extends the facility's maturity from June 28, 2026 to June 23, 2031, and changes lender commitments and the letter of credit sublimit.
Lender commitments reduced from $100 million; the filing lists the new amount as '$50,000,0000', which appears to be a typo for $50 million
Letter of credit sublimit raised from $35 million to $50 million
Term SOFR margin cut from 2.50% to 1.50%, base rate margin from 1.50% to 0.50%, and unused commitment fee from 0.35% to 0.25%
Maturity extended from June 28, 2026 to June 23, 2031
Cerebras Systems reported GAAP revenue of $193.4 million for the quarter ended March 31, 2026, up 94% from a year earlier, and a net loss of $14.0 million, down from $23.9 million. The company also gave core revenue guidance of approximately $194.0 million for the second quarter and $855.0 to $865.0 million for fiscal 2026, but its guided core gross margin of 36% to 38% for the second quarter is below the 47% it reported for the first quarter.
GAAP revenue of $193.4 million, up 94% year over year; hardware revenue $110.6 million, cloud and other services revenue $82.8 million
GAAP net loss of $14.0 million, or $0.22 per share, compared with a net loss of $23.9 million, or $0.46 per share, a year earlier
Q2 2026 core revenue outlook of approximately $194.0 million, up 88% year over year, with a core gross margin of 36% to 38%
Full-year fiscal 2026 core revenue outlook of $855.0 to $865.0 million, with a core gross margin of 38% to 41%
NIKE said David Denton, currently CFO of Pfizer, will become Executive Vice President and Chief Financial Officer, replacing Matthew Friend, effective in August 2026. The company also said its fourth quarter fiscal 2026 results, due June 30, will include a one-time tariff refund benefit that was not in its previous guidance; excluding that benefit, results are expected to be generally in line with guidance.
Denton takes over as CFO effective August 16, 2026 per the 8-K; the press release says August 17
Friend becomes an advisor to the CEO and stays with NIKE through his separation on September 4, 2026, with a $2.0 million lump sum transition benefit subject to conditions
Denton's offer includes a $1.45 million base salary, a $11.5 million annual target long-term incentive award, and a $7.25 million new hire cash award
Fourth quarter fiscal 2026 results, reported June 30, include a tariff refund benefit not in prior guidance; excluding it, results are expected to be generally in line
Carnival reported second-quarter 2026 revenue of $6.66 billion, up from $6.33 billion a year earlier, and adjusted net income of $569 million, up from $470 million. Net income attributable to the company fell to $537 million from $565 million, and diluted EPS was $0.39 versus $0.42, as fuel prices rose nearly 30%. The company has repurchased over $450 million of stock under its current buyback program, and the filing says fuel and currency changes lowered its June full-year guidance versus prior guidance by less than $0.01 per share.
Q2 2026 total revenues $6.663 billion vs. $6.328 billion; net income attributable to Carnival $537 million vs. $565 million.
Adjusted EPS $0.41 vs. $0.35 a year earlier; diluted EPS $0.39 vs. $0.42.
Full-year 2026 guidance: adjusted EPS approximately $2.22; net yields up approximately 3.2% in current dollars.
Over $450 million of stock repurchased to date; $207 million in dividends paid during the quarter.
Korn Ferry reported fourth-quarter fiscal 2026 fee revenue of $759.8 million, up 7% year over year, and diluted earnings per share of $1.39, up from $1.21. For the full year, diluted EPS was $5.22 versus $4.60 in fiscal 2025, and the company guided first-quarter fiscal 2027 fee revenue to $725 million to $745 million. Improved revenue and profit are the main points for shareholders, though the guidance assumes no material negative impact from the recent Middle East conflict.
Q4 fiscal 2026 fee revenue was $759.8 million, up 7% (5% at constant currency); net income attributable to Korn Ferry was $73.1 million versus $64.2 million
Full-year fiscal 2026 diluted EPS was $5.22 versus $4.60; adjusted diluted EPS was $5.28 versus $4.88
Q1 fiscal 2027 outlook: fee revenue of $725 million to $745 million and diluted EPS of $1.32 to $1.38
Company repurchased 1,240,458 shares for $78.8 million and paid $28.3 million in dividends during the quarter
Paramount Gold Nevada Corp. furnished a June 17, 2026 press release and a technical report summary for its 100%-owned Sleeper Gold Project in Nevada, which is an Initial Assessment under S-K 1300 rules. The study estimates an after-tax net present value of $402 million at an assumed gold price of $3,600 per ounce, rising to $867 million at $4,700 per ounce, and it recommends an $8.7 million advancement program before a pre-feasibility study. For shareholders, the filing sets out the project's economic estimates and updated resource figures, but these depend on assumed metal prices and the study is preliminary.
Base case after-tax NPV (8%) of $402 million at $3,600 per ounce gold; upside case $867 million at $4,700 per ounce gold
Initial capital of $201 million and payback period of about 1.4 years in the base case
Estimated 17-year mine life with about 1.1 million ounces of total payable gold production
Inferred Mineral Resources of 2.30 million ounces of gold, versus 1.21 million ounces in the 2023 estimate; recommended advancement program of $8.7 million
Ennis reported results for the quarter ended May 31, 2026, with revenue of $98.6 million, up 1.4% from the prior-year quarter, and diluted earnings per share of $0.39 versus $0.38. The company also declared a quarterly dividend of 25.0 cents per share, payable August 10, 2026, and set its 2026 annual shareholder meeting for July 16, 2026.
Revenue $98.6 million vs. $97.2 million a year earlier, up 1.4%
Net earnings $9.9 million, or $0.39 per diluted share, vs. $0.38 a year earlier
Gross profit margin 31.5% vs. 31.1%; operating cash flow $21.2 million vs. $8.0 million
Quarterly dividend of 25.0 cents per share declared June 19, 2026, payable August 10, 2026 to holders of record July 10, 2026
Taysha Gene Therapies said it has completed dosing of 17 patients in its REVEAL pivotal trial of TSHA-102 for Rett syndrome and reported longer-term data from the Part A trials. The company said the data show gains in developmental milestones at 12 months and beyond, with no treatment-related serious adverse events reported, but the results are company-reported, come from small patient groups, and do not yet include an FDA decision on a BLA submission.
Dosing completed for 17 patients in the REVEAL pivotal trial; topline data from the 6-month interim analysis and FDA feedback expected in the first half of 2027.
100% of 12 REVEAL Part A patients gained or regained at least one developmental milestone by 12 months after treatment.
310 functional gains were observed at 12 months or more after treatment (about 26 per patient), including 31 developmental milestones.
No treatment-related serious adverse events or dose-limiting toxicities reported as of the June 2026 data cutoff (N=29).
On June 18, 2026, United Natural Foods and its co-borrowers entered Amendment No. 5 to their Term Loan Agreement with JPMorgan Chase Bank, N.A. as administrative agent. The amendment reduces the margin over SOFR on the approximately $371 million outstanding term loan from 4.75% to 4.00%, and all other material terms are unchanged. The change lowers the spread on the company's secured term debt, though the filing does not quantify any effect on interest expense.
Amendment No. 5 to the Term Loan Agreement dated October 22, 2018 was entered on June 18, 2026
Applicable margin over SOFR reduced from 4.75% to 4.00% on approximately $371 million outstanding
JPMorgan Chase Bank, N.A. serves as administrative and collateral agent
Full amendment to be filed as an exhibit to the Form 10-K for the year ended August 1, 2026
Arcosa agreed on June 21, 2026 to merge with a subsidiary of CRH Americas, with Arcosa surviving as a wholly owned CRH subsidiary. Each Arcosa common share would convert into $150.00 in cash, and the deal needs approval from a majority of Arcosa stockholders and regulatory clearances, with closing expected in Q1 2027. Shareholders would receive cash rather than continued ownership of Arcosa stock, and the 8-K sets out termination fees payable in both directions.
Merger consideration of $150.00 per share in cash, per the merger agreement; CRH's press release says the offer implies a 25% premium to Arcosa's 60-day trading VWAP as of June 18, 2026
Termination fee of $371,967,952 payable by CRH Americas in certain regulatory-failure cases, and $260,377,567 payable by Arcosa in certain cases including a superior proposal or change of board recommendation
Outside Date of June 21, 2027, extendable by up to six months if only antitrust or regulatory conditions remain unsatisfied
CRH press release says closing is expected in Q1 2027 and the deal is funded with available cash and committed debt financing
Kroger reported first quarter 2026 results on June 18, 2026, with diluted EPS of $1.46, up from $1.29 a year earlier, and operating profit of $1,407 million, up from $1,322 million. The company reaffirmed its full-year 2026 guidance, including FIFO operating profit of $5.0 to $5.2 billion and EPS of $5.10 to $5.30, but identical sales without fuel grew only 1.0%, down from 3.2%.
Diluted EPS $1.46 vs. $1.29; adjusted EPS $1.58 vs. $1.49
Sales $46.1 billion vs. $45.1 billion; gross margin 22.7% vs. 23.0%
Identical sales without fuel rose 1.0% vs. 3.2% a year earlier
Full-year 2026 guidance reaffirmed; $2 billion share repurchase expected to be completed by end of fiscal 2026
Kilroy Realty's operating partnership closed a new $1.25 billion senior unsecured revolving credit facility and an amended $250 million term loan, both dated June 12, 2026, with JPMorgan Chase as administrative agent. The revolver's maturity moves to July 31, 2030 from July 31, 2028, and the term loan's maturity moves to July 31, 2031 from October 3, 2026, with lower borrowing spreads on both facilities. The company guarantees both facilities and says the recast extends maturities, improves pricing and increases total available borrowing capacity.
Revolving credit facility rises to $1.25 billion from $1.10 billion, with a SOFR borrowing spread of 100 basis points versus 110 basis points previously
Revolver maturity extends to July 31, 2030 from July 31, 2028, with two six-month extension options
Term loan of $250 million, including $200 million already outstanding and $50 million of delayed draw commitments available through June 11, 2027, matures July 31, 2031 instead of October 3, 2026
Term loan SOFR spread falls to 115 basis points from 120 basis points
Progressive reported May 2026 net income of $1.4 billion, up 36% from a year earlier, with diluted earnings per share of $2.47 versus $1.81 and a combined ratio of 82.1 versus 86.9. Net premiums earned rose 10%, and the company said Personal Lines President Patrick K. Callahan plans to retire in January 2027. Lori Niederst will become Chief Personal Lines Officer, and Heather Day will become CRM President, both effective July 4, 2026.
May net income was $1,445 million versus $1,065 million; diluted EPS was $2.47 versus $1.81.
Combined ratio was 82.1 versus 86.9 in May 2025; net premiums written rose 6% to $7,027 million.
Patrick K. Callahan intends to retire as Personal Lines President in January 2027 and will advise the executive team afterward; terms are under discussion.
Lori Niederst becomes Chief Personal Lines Officer and Heather Day becomes CRM President, both effective July 4, 2026.
Jabil reported preliminary, unaudited results for the fiscal third quarter ended May 31, 2026, with net revenue of $8.8 billion, up from $7.8 billion a year earlier, and U.S. GAAP diluted earnings per share of $2.59, up from $2.03. The company raised its fiscal 2026 outlook for revenue, core operating margin, core earnings per share and free cash flow, and the company warned that final results could differ from these preliminary figures.
Third-quarter net revenue was $8.8 billion, compared with $7.8 billion a year earlier.
Core diluted EPS (non-GAAP) was $3.16, compared with $2.55; U.S. GAAP diluted EPS was $2.59, compared with $2.03.
Fiscal 2026 outlook: net revenue of $35 billion, core diluted EPS of $12.70 and adjusted free cash flow of $1.4 billion or more.
Fourth-quarter net revenue outlook is $9.2 billion to $10.0 billion, with core diluted EPS of $3.80 to $4.20.
MaxCyte received a Nasdaq letter on June 10, 2026 stating that its common stock closed at $1.00 or above for the last 10 consecutive business days, from May 27 to June 9, 2026. Nasdaq closed the matter, and the company says it has regained compliance with the minimum bid price rule. This removes the bid price deficiency that Nasdaq had flagged in March 2026.
Nasdaq notice on March 16, 2026 cited a closing bid price below $1.00 for 30 consecutive trading days
Nasdaq letter dated June 10, 2026 confirmed the closing bid price was at $1.00 or greater from May 27 to June 9, 2026
Nasdaq closed the matter under Listing Rule 5450(a)(1)
La-Z-Boy reported fourth-quarter fiscal 2026 results for the period ended April 25, 2026, with sales flat at $570 million and GAAP diluted earnings per share of $0.81, up from $0.36, as GAAP operating margin rose to 7.2% from 5.2%. Results include a $20.0 million pre-tax goodwill impairment at Joybird and a $0.16 per share benefit from favorable discrete tax items. The company also gave a first-quarter sales outlook of $490-510 million and approved a new share repurchase program of up to $300 million, replacing the prior program.
Fourth-quarter sales were $570.3 million, flat versus $570.9 million a year earlier; Retail segment written sales rose 11%, while Wholesale sales fell 2%.
GAAP diluted EPS was $0.81 versus $0.36; adjusted diluted EPS was $1.26 versus $0.92.
A $20.0 million pre-tax goodwill impairment at Joybird was recorded in the quarter.
First-quarter outlook calls for sales of $490-510 million and adjusted operating margin of 4.0-5.5%; the Board approved a new buyback of up to $300 million in April.
Wiley reported fourth-quarter revenue of $447.9 million, up 1% as reported and flat at constant currency, and fourth-quarter diluted EPS of $2.61 versus $1.25, which included a $40.4 million income tax benefit. For fiscal 2026, adjusted EPS rose 15% to $4.19 while revenue was flat at $1.68 billion, and the company guided to fiscal 2027 adjusted EPS of $4.60 to $5.05.
Fiscal 2026 adjusted EPS of $4.19, up from $3.64; GAAP diluted EPS of $4.16 versus $1.53
Q4 revenue of $447.9 million, up 1% as reported; Q4 Learning revenue fell 6% to $152.3 million
Fiscal 2027 outlook: adjusted EPS $4.60 to $5.05, adjusted EBITDA margin 26.5% to 27.5%, free cash flow $205 million
Emerald Publishing acquisition completed after fiscal year-end; Emerald projected to add $78 million to revenue
Vince Holding Corp. reported first-quarter fiscal 2026 net sales up 10.5% to $64.0 million, and its net loss narrowed to $2.1 million, or $(0.16) per share, from $4.8 million, or $(0.37) per share, a year earlier. The company also raised its full-year fiscal 2026 guidance, which calls for net sales growth of approximately 7% to 8% and adjusted EBITDA of 5.5% to 6.0% of net sales.
Net sales rose 10.5% to $64.0 million, with direct-to-consumer up 15.6% and wholesale up 5.9%.
Net loss narrowed to $2.1 million, or $(0.16) per share, from $4.8 million, or $(0.37) per share; loss from operations was $2.6 million versus $4.4 million.
Second-quarter outlook calls for net sales growth of approximately 10% to 12% compared with the prior-year period.
Net inventory was $70.8 million versus $62.3 million a year earlier, including approximately $4.5 million of higher carrying value due to tariffs.
Diamondback Energy and its subsidiary Diamondback E&P LLC signed a seventeenth amendment to their credit agreement with Wells Fargo as administrative agent on June 12, 2026. The amendment extends the maturity by one year, raises total lender commitments by $500 million, and lowers the interest rate on loans and certain fees. The filing does not state how much of the facility is drawn, so the financial effect on the company is not quantified.
Maturity extended from June 12, 2030 to June 12, 2031
Total commitments increased from $2.5 billion to $3.0 billion
Interest rate on loans and certain fees decreased; the filing does not give the new rate
Full amendment filed as Exhibit 10.1; signed June 15, 2026 by Teresa L. Dick, Executive Vice President and Chief Accounting Officer
Viper Energy and its subsidiary VNOM Sub, Inc. signed a first amendment to the credit agreement on June 12, 2026, with Wells Fargo Bank as administrative agent. The amendment raises total lender commitments from $1.5 billion to $2.0 billion, extends the maturity date from June 12, 2030 to June 12, 2031, and lowers the interest rate and certain fees on loans.
Total commitments under the Credit Agreement increased from $1.5 billion to $2.0 billion.
Maturity date extended from June 12, 2030 to June 12, 2031.
Interest rate on loans and certain fees payable under the agreement decreased.
Borrower is Viper Energy Partners LP; Wells Fargo Bank, National Association is administrative agent.
RF Industries reported fiscal second-quarter 2026 results for the quarter ended April 30, 2026. Net sales rose 9% year over year to $20.7 million, and consolidated net income was $879,000, or $0.08 per diluted share, compared with a net loss of $245,000 a year earlier, which helps show improved profitability for shareholders.
Net sales were $20.7 million, up 9% from $18.9 million a year earlier and up from $19.0 million in the first quarter of fiscal 2026.
Gross profit margin was 35.1%, up from 31.5% in the prior-year period; operating income was $1.1 million versus $106,000.
Consolidated net income was $879,000 ($0.08 per diluted share) versus a loss of $245,000 ($0.02 per share) a year earlier.
Backlog was $20 million at quarter-end on second-quarter bookings of $26.3 million; adjusted EBITDA was $2 million versus $1.1 million.
Rhythm Pharmaceuticals released interim six-month data from an exploratory Phase 2 trial of setmelanotide in Prader-Willi syndrome, with 17 patients on active therapy and a data cut-off of May 7, 2026. The company reported mean BMI reductions, fat loss with preserved lean mass, and hyperphagia improvements, and said the results reinforce its rationale for Phase 3 development in PWS. The trial is small, open-label and ongoing for 52 weeks, so the results do not yet establish efficacy.
Mean BMI reduction at Month 6 was -3.06% (n=17), with -3.11% in adults (n=10) and -3.00% in pediatric patients (n=7)
Mean fat mass change was -4.19% and mean lean mass change was +0.74% across 16 patients with DEXA data
Eight of 10 patients with moderate to severe hyperphagia achieved a 7-point or greater HQ-CT improvement
The 52-week trial remains ongoing, with 17 patients on active therapy as of June 12, 2026
Credit Acceptance amended its revolving secured line of credit with Fifth Third Bank as administrative agent, extending the date the facility stops revolving from June 22, 2028 to June 22, 2029. The interest rate spread was lowered from SOFR plus 197.5 basis points to SOFR plus 175.0 basis points, and the company had $270.5 million outstanding under the facility as of June 9, 2026. The filing states there were no other material changes to the facility's terms.
Amendment dated June 9, 2026 extends the facility's revolving period end date to June 22, 2029
Interest rate spread reduced from SOFR plus 197.5 basis points to SOFR plus 175.0 basis points
$270.5 million outstanding under the facility as of June 9, 2026
Context Therapeutics filed a press release and conference call materials on interim Phase 1a data for CTIM-76, its Claudin 6 x CD3 bispecific antibody, which the company describes as showing efficacy and safety signals in heavily pretreated patients. The sample is small (13 patients in all comers and 10 RECIST-evaluable at target doses, as of May 29, 2026), and the company states that clinical data are preliminary. The company also expects cash runway into mid-2027 and anticipates further CTIM-76 data in Q4 2026.
As of May 29, 2026, 2 of 10 RECIST-evaluable patients at target doses (140 to 280 µg) had confirmed overall response, and 5 of 10 had disease control.
Grade 1 cytokine release syndrome (CRS) was reported in 16% of all-comers patients (n=13) at target doses, with no Grade 2 or higher CRS in that group.
Updated CTIM-76 data are anticipated in Q4 2026, and preliminary Phase 1a data for the CT-95 mesothelin program are expected in September 2026.
Roku entered a merger agreement under which Fox Corporation will acquire Roku in a cash-and-stock deal valued at $160.00 per Roku share, or about $22 billion in enterprise value. Roku stockholders would receive $96.00 in cash and 0.9693 Fox Class A shares per share, and Roku's Class A stock would be delisted from Nasdaq if the deal closes, which is expected in the first half of calendar 2027.
Consideration: $96.00 in cash plus 0.9693 Fox Class A shares per Roku share, with the stock portion based on a $66.03 reference price as of June 10, 2026
Roku stockholders are expected to own about 27% of the combined company
Closing is subject to Roku and Fox shareholder approvals and U.S. and certain non-U.S. regulatory approvals; a Roku holder group controlling at least a majority of voting power has agreed to vote in favor
Fox has obtained $12.0 billion of committed bridge financing from Morgan Stanley Senior Funding
On June 12, 2026, Peabody's Australian subsidiaries entered two surety bond facilities with combined commitments of A$700 million, replacing cash-collateralized reclamation bonding programs. The same day, the company terminated its 2020 Transaction Support Agreement with its surety providers after satisfying all obligations under it. The company says the changes are expected to reduce total reclamation collateral requirements and eliminate a minimum liquidity covenant.
June 12, 2026: Australian subsidiaries entered surety bond facilities with Liberty and Swiss Re International SE, with combined commitments of A$700 million maturing June 12, 2031.
The new facilities replace the Australian subsidiaries' existing 100% cash-collateralized programs and are secured by substantially all of the obligors' assets.
June 12, 2026: Peabody terminated the 2020 Transaction Support Agreement with its sureties; all obligations under it were satisfied.
Peabody says the combined transactions are expected to reduce total reclamation collateral requirements and eliminate a minimum liquidity covenant.
United Community Banks agreed on June 11, 2026 to sell Navitas Credit Corp. and NLFC Reinsurance Corp., its equipment finance lending and reinsurance subsidiaries, to Navitas TopCo LLC, an entity tied to funds managed by Wafra Inc. The estimated cash purchase price is $1.9 billion, based on March 31, 2026 financials, and the company expects a one-time pre-tax earnings benefit of $109 million and a 145 basis point CET1 capital gain, while the equipment finance business accounts for about 50% of trailing net charge-offs despite being 10% of loans. Closing is expected in the third quarter of 2026 and is subject to regulatory approvals and other customary conditions.
Estimated purchase price of $1.9 billion, a 7% premium to par value of the Navitas loan portfolio; final price subject to closing adjustments
Expected one-time pre-tax earnings benefit of $109 million and about 3% accretion to tangible book value per share, per the investor presentation
Equipment finance is 10% of total loans but about 50% of net charge-offs for the twelve months ended March 31, 2026
Expected to close in Q3 2026; Purchaser must pay a $17.5 million termination fee in specified circumstances; agreement can be terminated if not completed by December 11, 2026
On June 11, 2026, Dianthus Therapeutics posted an updated corporate presentation with interim responder analysis for the first 40 patients to complete Part A of the Phase 3 CAPTIVATE trial of claseprubart in chronic inflammatory demyelinating polyneuropathy (CIDP). The presentation reports a 75% response rate, and the company says it supports potential best-in-disease efficacy. The filing notes the analysis covers a limited number of patients and may not predict results for remaining Part A patients or Part B.
Observed 75% response rate from the first 40 participants to complete CAPTIVATE Part A, per the presentation.
Company guidance: Phase 3 CIDP Part B top-line guidance by year-end 2026.
Cash, cash equivalents and investments of about $1.2 billion as of March 31, 2026, with runway expected into 2030.
Presentation filed as Exhibit 99.1, dated June 2026.
Adobe reported record second-quarter fiscal 2026 revenue of $6.62 billion, up 13% year over year, and non-GAAP diluted EPS of $5.96, up from $5.06. The company raised its fiscal 2026 revenue and non-GAAP EPS targets, while CFO Dan Durn resigns effective June 15, 2026, and Steve Day becomes interim CFO.
Q2 revenue $6.62 billion, up 13% (11% in constant currency); GAAP diluted EPS $4.25 including a $0.17 goodwill impairment charge
Non-GAAP diluted EPS $5.96 versus $5.06 a year earlier; GAAP diluted EPS $4.25 versus $3.94
Updated FY2026 revenue target $26.50 billion to $26.60 billion; non-GAAP EPS target $24.35 to $24.45
Dan Durn resigns as CFO effective June 15, 2026; Steve Day named interim CFO
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