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).
Eversource Energy said it completed the sale of Aquarion Water Company to Aquarion Water Authority, a Connecticut public entity, for $2.4 billion in cash. The company expects an after-tax non-cash charge of about $115 million, or $0.31 per share, in the second quarter of 2026, and it revised its 2026 non-GAAP EPS guidance to $4.57 to $4.72 per share, which excludes Aquarion earnings going forward.
Total purchase price was $2.4 billion in cash; adjusted net equity proceeds of about $1.7 billion will be used to pay down Eversource debt.
After-tax non-cash charge of about $115 million, or $0.31 per share, expected in Q2 2026.
Revised 2026 non-GAAP guidance is $4.57 to $4.72 per share; the prior base-year midpoint cited is $4.65 per share.
Sale was approved by the Connecticut Public Utilities Regulatory Authority on March 25, 2026, after a definitive agreement signed January 27, 2025.
Talos Energy and an affiliate of Ridgewood Energy agreed on June 30, 2026 to buy oil and gas properties in the Gulf of America from Shell Offshore for an unadjusted $1.7 billion, with Talos's share at $850 million. Talos expects its final net cash consideration to be about $450 million to $500 million, and it plans to fund the deal with cash on hand and debt, which shareholders should weigh against the added production and reserves and the closing uncertainty.
Talos's share of the unadjusted purchase price is $850 million, with a $42.5 million deposit already in escrow and credited at closing.
Acquired assets include about 23 MMBoe of proved reserves, 10 MMBoe of probable reserves, and first quarter 2026 average production of about 16 MBoe/d (about 77% oil).
BP has a 30-day preferential right on the Na Kika interests; if exercised, Talos would acquire only the Coulomb field interest.
The credit agreement amendment raises the borrowing base from $700 million to $850 million ($800 million if BP exercises its right), effective upon closing, and the deal is expected to close by the end of 2026.
On June 27, 2026, Martin Marietta agreed to acquire all equity interests in Lhoist North America from LNA Holding for $13.5 billion, consisting of $7 billion in cash and 10,953,543 newly issued Martin Marietta shares valued at $6.5 billion. After closing, LNA Holding is expected to hold about 15% of Martin Marietta's common stock, and the company has a $7.0 billion bridge loan commitment to fund the cash portion, so shareholders would face a larger share count and significant new borrowing if the deal closes.
Total consideration is $13.5 billion: $7 billion in cash plus 10,953,543 shares valued at $6.5 billion, based on the 15-day volume-weighted average price ending June 26, 2026
Closing requires expiration or termination of the Hart-Scott-Rodino waiting period and other regulatory approvals; long stop date is October 31, 2026, extendable to June 15, 2027
Martin Marietta would pay a $350 million termination fee if the deal ends under specified circumstances tied to failure to obtain regulatory clearances by the Extended Long Stop Date
A 364-day, $7.0 billion unsecured bridge facility from Goldman Sachs Bank USA and Goldman Sachs Lending Partners LLC is committed to finance the cash consideration
AeroVironment reported fiscal fourth-quarter 2026 revenue of $641.6 million, up 133% from $275.1 million, and net income of $63.2 million, or $1.25 per diluted share. For the full fiscal year, revenue rose 141% to $1,976.8 million, but the company posted a net loss of $265.1 million, or $5.40 per share, after a $240.7 million goodwill impairment. For fiscal 2027, the company expects revenue of $2.125 billion to $2.225 billion and net income of $8 million to $24 million.
Q4 fiscal 2026 revenue of $641.6 million; net income of $63.2 million, or $1.25 per diluted share, versus $16.7 million, or $0.59, a year earlier
Full-year fiscal 2026 net loss of $265.1 million, or $5.40 per diluted share, including a $240.7 million goodwill impairment
Fiscal 2027 guidance: revenue of $2.125 billion to $2.225 billion; net income of $8 million to $24 million; GAAP EPS of $0.16 to $0.48
Funded backlog of $1.2 billion as of April 30, 2026, versus $726.6 million a year earlier
Rocket Lab agreed on June 28, 2026 to acquire Iridium Communications in a cash and stock deal valued at $54 per Iridium share and an enterprise value of about $8.0 billion. Iridium holders would receive $27.00 in cash plus Rocket Lab stock, with the stock portion set by an exchange ratio that is subject to a collar between $67.50 and $112.50 per Rocket Lab share. The deal requires Iridium shareholder approval and regulatory clearances and is expected to close in mid-2027, and it is funded partly by a $3.6 billion bridge loan commitment.
Iridium holders receive $27.00 in cash plus Rocket Lab shares at an exchange ratio that is fixed at 0.4000 if the Rocket Lab price is $67.50 or below and at 0.2400 if it is $112.50 or above.
Iridium would pay Rocket Lab a $223.62 million termination fee in specified circumstances, including if its board withdraws support for the deal.
Rocket Lab has a 364-day senior secured bridge term loan commitment of $3.6 billion from Deutsche Bank and Wells Fargo.
The transaction is expected to close in mid-2027 and must be approved by a majority of Iridium's outstanding shares.
Honeywell completed the spin-off of its Aerospace business effective 12:01 a.m. New York time on June 29, 2026, making Honeywell Aerospace Inc. an independent public company that began regular-way trading on Nasdaq that day. The 8-K also covers agreements with Honeywell on separation, transition services, taxes, employee matters, intellectual property and trademarks, and supplemental unaudited quarterly results for 2024 and 2025 showing full-year 2025 net sales up but net income attributable to the company down.
Distribution: one share of Honeywell Aerospace common stock for every two Honeywell common shares held at the close of business on June 15, 2026; fractional shares were sold and cash paid instead.
Trading began on Nasdaq under HONA on June 29, 2026, with CUSIP 43849R105. Honeywell continues as Honeywell Technologies.
FY 2025 net sales were $17,404 million versus $15,445 million in FY 2024, while net income attributable to Honeywell Aerospace was $2,687 million versus $2,817 million.
Larimar Therapeutics said it has submitted the first module of a rolling Biologics License Application to the FDA for accelerated approval of nomlabofusp, after FDA meeting minutes said the existing data package appears sufficient for submission. The company also reported longer-term open label data, which showed improvements in some clinical measures alongside anaphylaxis in 10 of 43 patients, a safety finding shareholders should weigh.
First module of the rolling BLA submitted; remaining modules expected in the second half of 2026.
FDA meeting minutes say the existing data package appears sufficient for a BLA seeking accelerated approval; approval will be a matter of review.
Anaphylaxis occurred in 10 of 43 patients in the open label study, 9 of whom had prior exposure to nomlabofusp.
At 1 year, 100% (9/9) of participants had skin FXN levels above 50% of healthy volunteer mean; first patient dosing in a global Phase 3 study is expected in Q3 2026.
Verizon signed a transaction agreement on June 28, 2026 with BT Group and NewCo to combine its international wireline connectivity and managed network services business with BT's equivalent business, with each company holding 50% of NewCo. Verizon will also make a $625 million cash payment to NewCo, which will pass it to BT, and it expects a second-quarter 2026 estimated loss of $700 million to $800 million, plus severance and asset charges, that will weigh on reported results.
Transaction agreement signed June 28, 2026; closing is subject to customary regulatory approvals and closing conditions.
Verizon to pay $625 million in cash to NewCo; the value of each contributed business is subject to adjustment for cash, net working capital and indebtedness at closing.
Expected second-quarter 2026 estimated loss of $700 million to $800 million from classifying the Verizon Contributed Business as held for sale.
Severance charge of $350 million to $450 million and asset rationalization charges of $200 million to $300 million expected in the second quarter of 2026.
Applied Digital's subsidiary APLD Intermediate HoldCo entered into an incremental agreement that raises the revolving credit commitments under its May 29, 2026 credit agreement to $430.0 million, maturing May 28, 2029. The company also amended its Preferred Equity Purchase Agreement to lift the Series G Convertible Preferred Stock commitment from $1.59 billion to $2.0 billion, adding capacity for future equity issuance to investors.
Secured revolving credit facility increased to $430.0 million, maturing May 28, 2029, with up to $120.0 million more available for a total of $550.0 million
Credit facility priced at Term SOFR plus 2.25% or base rate plus 1.25%, guaranteed by the company and restricted subsidiaries
PEPA Series G Convertible Preferred Stock commitment raised from $1,590,000,000 to $2,000,000,000 under the Sixth Amendment dated June 26, 2026
H.B. Fuller and the board of Advanced Medical Solutions Group plc (AMS) agreed terms on a recommended cash offer, to be implemented through a UK court-sanctioned scheme of arrangement. The company has arranged bridge credit agreements of up to $2,086,713,188 (secured) and $917,000,000 (unsecured) to fund the deal and refinance debt, and expects completion by the end of calendar 2026, which would add new borrowings for shareholders to weigh against the strategic growth case.
AMS shareholders will receive 285 pence in cash per AMS share; the press release cites a total enterprise value of £715 million.
Secured Bridge Credit Agreement of up to $2,086,713,188 and Unsecured Bridge Credit Agreement of up to $917,000,000, both with Goldman Sachs Bank USA; loans would mature 364 days after closing.
Completion is expected by the end of calendar 2026, subject to AMS shareholder approval, High Court sanction, regulatory approvals, and a Long-Stop Date of June 25, 2027.
Company expects approximately $55 million in combined run-rate revenue and cost synergies by 2031.
Ark Restaurants said a New York court on June 18, 2026 granted it summary judgment on its breach of contract claim over the Bryant Park Grill lease and the related right of first lease for the Bryant Park Café, with money damages to be set at a later trial. The court also ruled against the company on ejectment and use and occupancy claims for the Café and The Porch, and the company says it will appeal the adverse portions, which would automatically stay eviction while the appeal is pending. The company says the dispute has had and is expected to continue to have a material adverse impact on its business and results.
June 18, 2026: court granted Ark summary judgment on breach of contract for the Bryant Park Grill lease and related right of first lease for the Bryant Park Café
Court did not grant specific performance and did not preclude the Landlord's ejectment claim; damages for the Grill to be determined at a future trial
Court ruled for the Landlord on ejectment, use and occupancy, and breach of contract for the Café and The Porch; the Landlord may seek use and occupancy damages at trial
Company intends to file a Notice of Appeal, which would stay eviction pending appeal; the court will set the amount of the required undertaking
REalloys Inc. closed a private placement on June 26, 2026, selling 7,017,540 shares of common stock at $14.25 per share for gross proceeds of approximately $100 million, before placement agent fees and offering expenses. The company will use the net proceeds for working capital and general corporate purposes, and it has agreed to register the resale of the shares, which adds new shares that could dilute existing shareholders.
Sold 7,017,540 shares of common stock at $14.25 per share, for gross proceeds of approximately $100 million
Closed on June 26, 2026, after the purchase agreement was signed on June 24, 2026
Clear Street LLC was the sole placement agent; net proceeds will go to working capital and general corporate purposes
Company agreed to file a registration statement to register the resale of the shares
onsemi agreed on June 25, 2026 to acquire Synaptics in an all-stock transaction with a total enterprise value of about $7 billion, using a fixed exchange ratio of 1.350 onsemi shares for each Synaptics share. Synaptics stockholders would own about 12% of the combined company, so onsemi holders would be diluted, while onsemi expects the deal to be accretive to non-GAAP EPS within 18 months of closing. Closing is expected in mid-2027, subject to a Synaptics stockholder vote and regulatory approvals, and both companies reiterated their prior financial outlooks.
Fixed exchange ratio of 1.350 onsemi shares per Synaptics share; Synaptics holders to own about 12% of the combined company on a pro forma basis.
Total enterprise value of about $7 billion, an approximately 19% premium to the 10-trading-day volume weighted average closing prices.
onsemi expects $200 million in annual synergies and non-GAAP EPS accretion within 18 months of closing.
Closing expected in mid-2027; the merger agreement can be terminated if not completed by June 25, 2027, subject to extensions.
FedEx Freight reported fourth-quarter fiscal 2026 revenue of $2.4 billion, up 4.8%, but operating income of $158 million fell 66.9%, with spin-off costs and higher wage rates cited as factors. The company also introduced standalone guidance for a seven-month transition period ending December 31, 2026, after its June 1, 2026 spin-off from FedEx Corporation and a change in its fiscal year-end.
Q4 fiscal 2026: revenue $2.4 billion (up 4.8%); operating income $158 million (down 66.9%); adjusted operating income $363 million (down 23.9%)
Full fiscal 2026: revenue $8.8 billion (down 1.1%); operating income $616 million (down 58.6%)
Transition period guidance: operating income $475 million to $515 million versus $394 million a year earlier; diluted EPS $2.40 to $2.60 after spin-off costs, excluding MTM retirement plan adjustments that the company cannot forecast
TD SYNNEX reported record fiscal second-quarter 2026 results, with revenue up 31.0% year over year and GAAP diluted EPS of $4.15, up 87.8%. The company also declared a quarterly dividend of $0.48 per share, up 9% year over year. Free cash flow was negative $332 million in the quarter, and the company's outlook for the third quarter calls for revenue of $18.2 billion to $19.0 billion, with GAAP diluted EPS of $3.40 to $3.90.
Q2 fiscal 2026 revenue of $19.6 billion, up 31.0%; GAAP diluted EPS of $4.15 vs. $2.21, and non-GAAP diluted EPS of $4.85 vs. $2.99
Q2 operating cash flow was negative $265.6 million; free cash flow was negative $332.4 million
Q3 fiscal 2026 outlook: revenue $18.2 billion to $19.0 billion; GAAP diluted EPS $3.40 to $3.90; non-GAAP diluted EPS $4.25 to $4.75
Quarterly dividend of $0.48 per share payable July 31, 2026, to holders of record as of July 17, 2026
Worthington Steel reported fiscal fourth-quarter 2026 results (three months ended May 31, 2026) with net sales up 12% to $929.2 million but a net loss attributable to controlling interest of $48.7 million, compared with earnings of $55.7 million a year earlier. The loss was driven mainly by $94.5 million of goodwill and long-lived asset impairments in the Electrical Steel unit. The company also issued a corrected results release and said it completed its majority acquisition of Klöckner & Co SE on June 3, 2026.
Net sales rose to $929.2 million from $832.9 million; diluted loss per share was $0.98 versus earnings of $1.10
Operating loss of $57.6 million compared with operating income of $66.4 million, including $94.5 million of impairments
Adjusted diluted EPS was $0.74 versus $1.05 a year earlier
Kloeckner acquisition settled June 3, 2026, giving the company about 62% of Kloeckner's outstanding shares; quarterly dividend of $0.16 payable September 29, 2026
Elastic N.V. committed on June 23, 2026 to a plan to reduce its workforce by about 7%, with total non-recurring cash charges of approximately $22 million to $25 million, mostly employee severance, and most of those charges expected in the first quarter of fiscal 2027. Chief Product Officer Ken Exner also resigned, with his last day set for July 17, 2026, and senior engineering leaders will now report to CEO Ashutosh Kulkarni. The filing says total headcount is still expected to grow this fiscal year.
Workforce reduction of approximately 7%; implementation expected to be substantially complete by the end of fiscal Q3 2027
Non-recurring cash charges of approximately $22 million to $25 million, mostly severance and termination benefits
Chief Product Officer Ken Exner resigns effective July 17, 2026; he is leaving for another opportunity, not over a disagreement
Engineering leaders for Elasticsearch and Platform Group and Observability and Security Group will report to CEO Ashutosh Kulkarni
On June 24, 2026, Passage Bio agreed to merge with Remix Therapeutics in an all-stock deal, with the combined company to operate as Remix Therapeutics under the ticker RMTX. Passage shareholders are expected to own about 7% of the combined company, subject to adjustment based on Passage's net cash at closing, and will receive contingent value rights tied to milestones from its out-licensed pediatric gene therapy assets. Closing requires stockholder approvals and a concurrent Remix financing of at least $100 million, and is expected in the fourth quarter of 2026.
Remix has been ascribed an aggregate equity value of $226 million; Passage's equity value is expected to be about $20 million, subject to net cash adjustment.
Remix will complete a concurrent financing of at least $100 million immediately before the merger closes.
Termination payments: $17.5 million from Remix to Passage, or $1.548 million from Passage to Remix, in specified circumstances.
Peter Smith, Ph.D., Remix's co-founder and CEO, will become CEO of the combined company; the merger outside date is December 24, 2026.
MillerKnoll reported fourth-quarter and full fiscal 2026 results for the period ended May 30, 2026, with net sales up 4.4% to $1.004 billion and GAAP diluted EPS of $0.34, compared with a loss of $0.84 a year earlier. Adjusted diluted EPS fell to $0.55 from $0.60, orders declined 6.3%, and Jeff Stutz, Chief Operating Officer, is stepping into the interim CEO role. The company also gave first-quarter and full fiscal 2027 adjusted EPS outlooks of $0.33 to $0.39 and $1.85 to $2.15.
Q4 net sales of $1.004 billion, up 4.4% as reported; orders of $971.5 million, down 6.3%
Q4 GAAP diluted EPS of $0.34 vs. a loss of $0.84 a year earlier; adjusted diluted EPS of $0.55 vs. $0.60
Q1 FY2027 adjusted EPS outlook of $0.33 to $0.39; full year FY2027 outlook of $1.85 to $2.15
Jeff Stutz named incoming interim CEO; company recorded $2.6 million in CEO transition costs in Q4
FedEx reported fiscal fourth-quarter revenue of $25.0 billion, up from $22.2 billion a year earlier, and adjusted diluted EPS of $6.31, up from $6.07. GAAP diluted EPS fell to $6.60 from $6.88, mainly due to FedEx Freight spin-off costs, business optimization costs and other adjustments. The filing also completed the June 1, 2026 FedEx Freight spin-off and gave a calendar 2026 outlook of about 11% revenue growth and GAAP diluted EPS of $16.55 to $17.75.
Q4 revenue $25.0 billion vs. $22.2 billion a year earlier; GAAP operating income $1.55 billion vs. $1.79 billion
Q4 adjusted diluted EPS $6.31 vs. $6.07; GAAP diluted EPS $6.60 vs. $6.88
Calendar 2026 forecast: revenue growth about 11%, GAAP diluted EPS $16.55 to $17.75, adjusted $16.90 to $18.10; plans to repurchase up to $1 billion of shares
Boundless Bio agreed on June 22, 2026 to an all-stock merger with privately held Serapha Bio, a clinical-stage company developing an in vivo base editing therapy for Alpha-1 Antitrypsin Deficiency. Boundless stockholders are expected to own about 3.69% of the combined company, and the company's CEO, Zachary Hornby, steps down effective July 1, 2026, which affects shareholders' stake and the company's management.
Merger agreement dated June 22, 2026; the combined company is expected to operate as Serapha Bio and trade as AATD, subject to Nasdaq approval
Pre-merger Boundless holders expected to own about 3.69% and Serapha holders about 96.31% of the combined company, fully diluted
Boundless may pay a pre-closing cash dividend; the press release says about $44 to $48 million, and the press release states the BBI-940 program will not be advanced
CEO Zachary Hornby steps down July 1, 2026; Chief Legal Officer Jessica Oien to serve as principal executive officer; closing expected in Q4 2026
MapLight Therapeutics reported topline results from its Phase 2 IRIS trial of ML-004 in autism spectrum disorder, announced June 22, 2026. The study did not meet its primary endpoint on social communication deficits, but a prespecified analysis in adolescents with moderate-to-severe irritability showed improvement over placebo, and the company plans to meet with the FDA to determine the development path.
Primary endpoint (ABI-SC social communication domain) was not met; no statistical separation from placebo on that measure.
In adolescents with baseline ABC-I score of 16 or higher (N=20), care-partner-reported ABC-I improved over placebo: effect size 1.33, nominal p=0.013.
Two adolescents (3.9%) on ML-004 discontinued due to an adverse event versus none on placebo; no severe or serious adverse events occurred with ML-004.
The company expects to engage the FDA in an End-of-Phase 2 meeting; the trial enrolled 161 participants, including 102 adolescents.
Accenture reported third-quarter fiscal 2026 revenue of $18.72 billion, up 6% in U.S. dollars and 3% in local currency, and diluted EPS of $3.80, up 9%. It now expects full-year revenue growth of 3% to 4% in local currency, down from 3% to 5% in March, and raised the low end of its GAAP diluted EPS range to $13.38 to $13.50. Profit grew, but new bookings fell 2% and the revenue outlook was lowered.
Q3 FY26 revenue $18.72 billion, up 6% in U.S. dollars and 3% in local currency; diluted EPS $3.80 versus $3.49 a year earlier
Full-year FY26 local-currency revenue growth now 3% to 4%, versus 3% to 5% as of March 19, 2026
Full-year GAAP diluted EPS now $13.38 to $13.50, versus $13.25 to $13.50 previously
New bookings $19.32 billion, down 2% in U.S. dollars; free cash flow $3.6 billion; quarterly dividend of $1.63 per share payable August 14, 2026
NextEra Energy filed unaudited pro forma financial statements for its proposed merger with Dominion Energy, which was agreed on May 15, 2026. The filing estimates total merger consideration of $62.4 billion, based on NEE's $84.84 closing price on June 11, 2026, and shows pro forma earnings per share below NEE's historical figures, though pro forma net income is higher. The deal still needs shareholder approvals and several regulatory approvals before closing.
Each Dominion Energy share would receive 0.8138 NEE shares plus a pro rata share of $360 million in cash.
Pro forma basic EPS for the three months ended March 31, 2026 was $0.92, versus NEE's historical $1.05.
Pro forma basic EPS for 2025 was $3.20, versus NEE's historical $3.31; pro forma 2025 operating revenues were $42.9 billion.
Closing requires approval by both companies' shareholders and approvals including HSR, FERC, NRC, and the Virginia, North Carolina and South Carolina regulators.
Supermicro agreed on June 10 and 11, 2026 to sell common stock and mandatory convertible preferred stock, with the company saying the proceeds will help fund components for approximately $39 billion of AI server orders from more than 20 customers. The common stock priced at $27.50 per share and the depositary shares at $50 each, and the company also set up a separate at-the-market program of up to $1.25 billion. The offerings add dilution for existing common shareholders, and the filing contains no revenue, profit or guidance figures.
Common stock: 45,454,545 shares at $27.50 per share, with underwriters holding a 30-day option on 6,818,181 more shares; closing expected June 12, 2026.
Depositary shares: 75,000,000 at $50 each, each representing a 1/20th interest in 7.0% series A mandatory convertible preferred stock; closing expected June 15, 2026.
At-the-market program: up to $1.25 billion of common stock through J.P. Morgan, Goldman Sachs and Citigroup, with sales not expected to start until the third quarter of 2026 and commissions of up to 1.0%.
Credit agreement Amendment No. 2, dated June 10, 2026, allows additional distributions on certain preferred stock, subject to a pro forma fixed charge coverage ratio of at least 2.00:1.00.
RH reported first quarter 2026 results for the period ended May 2, 2026, with net revenues down 1.7% to $800.3 million and a net loss of $13.7 million, compared with net income of $8.0 million a year earlier. The company raised its full-year 2026 outlook, which matters to shareholders because it signals management expects revenue growth of 4.5% to 8.0% for the year despite the weaker quarter.
Q1 net loss of $13.7 million, or $0.73 per diluted share, versus net income of $8.0 million, or $0.40 per diluted share, in the prior-year quarter
Q1 adjusted EBITDA of $56.9 million, with an adjusted EBITDA margin of 7.1%
Raised fiscal 2026 outlook: revenue growth of 4.5% to 8.0% and adjusted EBITDA margin of 14.2% to 16.0%
Second quarter 2026 outlook: revenue growth of 0.5% to 2.5% and adjusted EBITDA margin of 11.5% to 13.0%
On June 5, 2026, Factorial Inc. merged into Cartesian Growth Corporation III, which was renamed Factorial Energy, Inc. and listed on Nasdaq under FAC. The filing says the deal brought approximately $112.1 million in gross proceeds before transaction expenses, and management said this capital alleviated the substantial doubt about the company's ability to continue as a going concern. Shareholders face a large share overhang, since about 80.6 million shares, or 88.1% of outstanding Series A common stock, are subject to registration rights, and the company reported a Q1 2026 net loss of $8.6 million.
Business combination closed June 5, 2026; Cartesian Growth Corporation III renamed Factorial Energy, Inc., trading on Nasdaq as FAC
Gross proceeds of approximately $112.1 million from the de-SPAC transaction and PIPE, before transaction expenses
About 80.6 million shares, or 88.1% of outstanding PubCo Series A common stock, subject to registration rights after closing
Q1 2026 net loss of $8.6 million, down from $12.9 million a year earlier; cash and cash equivalents of $25.4 million at March 31, 2026
Oxford Industries reported first-quarter fiscal 2026 net sales of $391 million, down from $393 million a year earlier, and GAAP earnings per share of $1.00, down from $1.70. The company narrowed its full-year sales forecast by lowering the top of the range and raised the low end of its adjusted EPS forecast, so shareholders face weaker sales expectations but a narrower profit outlook.
Q1 fiscal 2026 net sales were $391 million versus $393 million; Lilly Pulitzer sales fell 8.8% and Johnny Was fell 12.9%.
GAAP EPS was $1.00 versus $1.70; adjusted EPS was $1.39 versus $1.82, and tariffs added $11 million, or $0.55 per share.
Full-year fiscal 2026 net sales are now expected at $1.475 billion to $1.505 billion, with the top end lowered.
Adjusted EPS guidance is $2.30 to $2.70, with the low end raised; the board declared a $0.70 quarterly dividend payable July 31, 2026.
On June 8, 2026, Ingredion agreed with Tate & Lyle's board on a recommended all-cash acquisition of Tate & Lyle at 595 pence per share, with cash consideration of about £2.7 billion (about $3.6 billion) and an implied enterprise value of about $5.0 billion. Ingredion plans to fund the deal with existing cash, new debt and, if needed, a 364-day bridge loan, and expects pro forma net leverage of about 3.0x net debt-to-adjusted EBITDA at completion. The deal is expected to close in the second half of 2027, subject to Tate & Lyle shareholder and court approval and antitrust conditions, and Ingredion expects it to be adjusted EPS accretive in the first year.
Tate & Lyle shareholders would receive 595 pence in cash per share, about a 59% premium to the May 13, 2026 closing price.
Cash consideration is about £2.7 billion (about $3.6 billion); implied enterprise value is about £3.7 billion ($5.0 billion).
Ingredion expects pro forma net leverage of about 3.0x at completion and about 2.5x within about 18 months.
Expected run-rate net cost synergies of about $130 million by the end of 2030, against one-time costs of about $175 million.
Cracker Barrel reported fiscal third-quarter 2026 revenue of $797.4 million, down 2.9% from a year earlier, and GAAP diluted earnings of $1.90 per share, which include a $47.4 million litigation settlement benefit. Excluding non-GAAP adjustments, adjusted diluted earnings were $0.29 per share versus $0.58 a year earlier, and adjusted EBITDA was $40.3 million versus $48.1 million. The company raised its fiscal 2026 revenue and adjusted EBITDA outlook, which is the main positive for shareholders.
Q3 total revenue $797.4 million, down 2.9%; comparable store restaurant sales down 2.6%
GAAP diluted EPS $1.90 vs $0.56; adjusted diluted EPS $0.29 vs $0.58
Fiscal 2026 adjusted EBITDA outlook raised to $120 million to $125 million from $85 million to $100 million
Fiscal 2026 revenue outlook raised to $3.27 billion to $3.30 billion from $3.24 billion to $3.27 billion
J.M. Smucker reported fourth-quarter fiscal 2026 net sales of $2.3 billion, up 6%, and adjusted earnings per share of $2.77, up 20%. For the full fiscal year, adjusted EPS fell 10% to $9.15 and the company posted a net loss of $1.30 per diluted share, while it guided fiscal 2027 net sales down 3.0% to 4.0% and adjusted EPS of $9.75 to $10.25.
Q4 net sales $2.3 billion (about $2,268.1 million), up 6%; adjusted EPS $2.77 vs. $2.31 a year earlier.
Q4 GAAP net income $3.64 per diluted share, compared with a net loss of $6.85 in the prior-year quarter, which included $867.3 million of goodwill impairment charges.
Fiscal 2026 net sales $9.1 billion, up 4%; net loss of $1.30 per diluted share; adjusted EPS $9.15, down 10%.
Fiscal 2027 outlook: net sales down 3.0% to 4.0%, adjusted EPS $9.75 to $10.25, free cash flow about $1.0 billion.
Novanta agreed on June 8, 2026 to acquire Riverpoint Medical from Arlington Capital Partners for $1.2 billion in cash at closing, plus a $250 million milestone payment due by January 8, 2027. The deal is funded with cash on hand, existing credit facilities and a $300 million equity raise, and the credit agreement was amended to raise the permitted leverage ratio, which means more debt for shareholders to carry. The company expects the deal to close in the third quarter of 2026 and says it will update guidance after closing.
Purchase price of $1.2 billion in cash at closing, subject to customary adjustments, plus a $250 million milestone payment due on or before January 8, 2027
Financing from cash on hand, existing credit facilities and a recently completed $300 million equity raise
Credit agreement amended: permitted consolidated leverage ratio raised to 4.00 to 1.00, or 4.50 to 1.00 for four quarters after a designated acquisition
Expected net leverage of about 2.7x at closing in the third quarter of 2026, with a target below 2.3x by year-end 2027; standalone 2026 guidance was confirmed
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
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.
FMC completed a $1.2 billion private offering of 8.000% senior secured notes maturing June 1, 2031, with net proceeds estimated at about $1.185 billion. The company plans to use the proceeds to repurchase or redeem its 3.200% notes due October 1, 2026, repay credit agreement borrowings, and for general corporate purposes, so shareholders will see a larger secured debt load at a higher interest rate.
$1.2 billion aggregate principal of 8.000% senior secured notes due June 1, 2031, issued at 100% of principal
Estimated net proceeds of approximately $1.185 billion after discounts, commissions and offering expenses
Proceeds intended to fund repurchase or redemption of 3.200% senior notes due October 1, 2026, and repay borrowings under the credit agreement dated June 17, 2022
Notes are secured by first-priority liens on substantially all assets of U.S., Canadian and Swiss guarantor entities, plus equity interests of Singapore and Netherlands subsidiaries
G-III Apparel reported first-quarter fiscal 2027 net sales down 8% to $536.0 million, while GAAP net income rose to $66.5 million, or $1.50 per diluted share, helped by a $102.7 million pre-tax benefit from expected recovery of IEEPA tariffs. The company raised its fiscal 2027 net income guidance, but its non-GAAP net loss of $0.21 per share and its lower-sales outlook show the profit gain depends heavily on the one-time tariff item.
Net sales fell 8% to $536.0 million from $583.6 million a year earlier.
GAAP net income was $66.5 million, or $1.50 per diluted share, versus $7.8 million, or $0.17, last year.
Non-GAAP net loss was $0.21 per share, compared with non-GAAP earnings of $0.19 per share last year.
Fiscal 2027 GAAP net income is now expected at $171.0 million to $175.0 million; second-quarter net income is expected at $7.0 million to $11.0 million.
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.
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
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
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.
PVH reported first quarter 2026 revenue of $2.025 billion, up 2% from the prior year and above its guidance, with non-GAAP EPS of $2.01 above its $1.65 to $1.80 guidance range but down from $2.30 a year earlier. The company lowered its full-year 2026 revenue outlook to approximately flat, citing the prolonged effects of the Middle East conflict on its EMEA business, while reaffirming its non-GAAP operating margin of about 8.8% and EPS range of $11.80 to $12.10.
Q1 revenue $2.025 billion, up 2% (down 2% in constant currency); non-GAAP EPS $2.01 vs. $2.30 a year earlier
Full-year 2026 revenue now projected to be approximately flat, versus a slight increase previously
Full-year non-GAAP operating margin (about 8.8%) and EPS ($11.80 to $12.10) reaffirmed, including about $1.70 per share from expected tariff refunds
Second-quarter 2026 revenue projected to decrease 3% to 4%; no share repurchases made in Q1, with at least $300 million expected for 2026
Netskope reported first-quarter fiscal 2027 revenue of $201.6 million, up 28% year over year, and gave full-year fiscal 2027 revenue guidance of $879 million to $883 million. GAAP net loss widened to $116.5 million and free cash flow turned negative at $(57.2) million, while non-GAAP net loss per share narrowed to $(0.06) from $(0.28). CFO Drew Del Matto also announced his intention to retire and will stay in his role during a search for a successor.
Q1 fiscal 2027 revenue was $201.6 million, up 28% year over year; ARR was $845 million, up 29%.
GAAP net loss was $116.5 million, or $(0.29) per share, versus $79.2 million, or $(0.76) per share, a year earlier.
Free cash flow was $(57.2) million, compared with $17.5 million in the first quarter of fiscal 2026.
CFO Drew Del Matto intends to retire; the company will search for a successor, and he will move to an advisory role afterward.
Pineapple Financial Inc. said its auditor, MNP LLP, resigned effective immediately on June 1, 2026, and the board appointed Davidson & Company LLP as its new independent registered public accounting firm the same day. MNP's audit reports for fiscal 2025 and 2024 included a going-concern explanatory paragraph, and the filing reports no disagreements or reportable events. The filing also discloses a management services agreement with Innovating Capital Management, LLC to oversee a digital asset treasury strategy.
MNP LLP resigned as auditor effective immediately on June 1, 2026; Davidson & Company LLP appointed the same day.
MNP's reports for fiscal years ended August 31, 2025 and 2024 contained a substantial doubt going-concern paragraph.
No disagreements or reportable events with MNP were reported for fiscal 2025 or the interim period through June 1, 2026.
Board approved on May 31, 2026 a one-year advisory agreement with Innovating Capital Management, LLC, covering a digital asset treasury strategy, with 30 days' notice for termination.
Biote CEO Bret Christensen resigns as CEO effective June 8, 2026, for family and personal reasons, and remains a director. CFO Robert Peterson becomes interim CEO and a director on the same date, and Marc Beer becomes Executive Chairman; the company reaffirmed its 2026 guidance.
Christensen's resignation is effective June 8, 2026; he will serve on the Board as a Class III director until the 2028 annual meeting.
Robert Peterson, currently CFO and Chief Business Officer, becomes interim CEO and director, and the Board increased its size to eight directors.
The company reaffirmed 2026 guidance for revenue above $190 million and Adjusted EBITDA above $38 million, and the Board has retained an executive search firm to find CFO candidates.
Granite Construction closed a $600.0 million offering of 6.375% senior notes due 2034 on June 2, 2026, with estimated net proceeds of about $590.0 million. The company plans to use the proceeds, with cash on hand, to redeem its 3.75% convertible notes due 2028, and it expects a non-cash charge of approximately $500 million tied to the derivative feature of those convertibles, which shareholders should weigh against the financing.
Closed $600.0 million of 6.375% senior notes due June 15, 2034, with estimated net proceeds of about $590.0 million
Called $273.7 million of 2028 convertible notes for redemption on August 10, 2026, and elected to settle conversions mainly in cash
Estimated derivative liability of about $500 million expected to be recognized as charges, after the stock rose 253% since the 2028 notes were issued
Company says the accounting impacts will be excluded from non-GAAP measures and do not change its 2026 adjusted EBITDA margin guidance
PMI said it will record a non-cash impairment of about $500 million on its RBH equity investment in the second quarter of 2026, after RBH's updated five-year plan lowered the estimated fair value of the stake. The impairment and a currency effect reduce the reported 2026 diluted EPS forecast to $7.18 to $7.33, while the adjusted EPS forecast of $8.31 to $8.46 still represents 10.2% to 12.2% growth over 2025.
Reported 2026 diluted EPS forecast is $7.18 to $7.33, including a total 2026 adjustment of $1.13 per share.
Non-cash impairment of RBH equity investment of about $500 million, or 33 cents of diluted EPS, expected in Q2 2026.
Adjusted 2026 diluted EPS forecast of $8.31 to $8.46 vs. $7.54 in 2025; RBH remaining carrying value expected below $100 million.
Q2 2026 adjusted diluted EPS forecast for currency is $1.97 to $2.02, including an estimated 3-cent unfavorable currency impact.
Penguin Solutions said Chief Financial Officer Nate Olmstead will resign effective July 8, 2026, to pursue an opportunity in a different industry, and that the departure is not related to any disagreement with the company. Vice President of Finance and Accounting Aaron Johnson will serve as interim CFO from July 9, 2026, while the company searches for a permanent CFO. The company also reaffirmed its fiscal 2026 outlook and expects net sales and diluted EPS at the high end of its outlook ranges, which matters to shareholders because it signals the company still expects strong results despite the finance leadership change.
Nate Olmstead resigns as Senior Vice President and CFO effective July 8, 2026, and will receive no severance benefits
Aaron Johnson, 47, named interim CFO and principal financial and accounting officer effective July 9, 2026
Company reaffirmed fiscal 2026 outlook and expects net sales and diluted EPS at the high end of outlook ranges
Company will report third-quarter fiscal 2026 results on July 7, 2026, and has begun a search for a permanent CFO
IFF agreed on May 28, 2026 to sell its Food Ingredients business to affiliates of CVC Capital Partners at a valuation of about $4.3 billion, with expected net cash proceeds of about $3.8 billion plus a minority stake worth about $200 million. IFF says it plans to use the proceeds mainly to reduce debt and buy back shares, but expects the deal to be dilutive to adjusted EPS in the first 12 months after closing.
Buyer is Foxtrot US Bidco, Inc., an affiliate of CVC Capital Partners; deal values the business at about $4.3 billion, or about 10x enterprise value to EBITDA per the press release
IFF expects net cash proceeds of about $3.8 billion at closing and a minority stake of about 9.9%, valued at about $200 million
The business generated nearly $3.1 billion in 2025 sales and about $430 million of EBITDA; IFF expects the deal to be dilutive to adjusted EPS in the first 12 months after closing
Closing is expected by the end of the second quarter of 2027; either party may terminate if not consummated by May 28, 2027; IFF reiterated its full-year 2026 guidance
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