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).
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).
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.
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
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%
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
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
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).
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
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.
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.
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.
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.
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
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
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
Vera Bradley reported first quarter fiscal 2027 revenue of $55.7 million, up 7.8% from $51.7 million a year earlier, and a GAAP net loss from continuing operations of $4.8 million, or $0.17 per diluted share, versus $18.3 million, or $0.66 per share, in the prior-year quarter. The company raised its fiscal 2027 non-GAAP operating loss improvement target to at least 50% from 40%, which signals a narrower expected loss for shareholders.
Net revenues rose 7.8% to $55.7 million, the first quarter of revenue growth since fiscal 2022
GAAP net loss from continuing operations was $4.8 million ($0.17 per diluted share), versus $18.3 million ($0.66) a year earlier
Non-GAAP operating loss improvement guidance raised to at least 50% from at least 40%; fiscal 2027 sales expected between $255 million and $270 million
Navan reported first quarter fiscal 2027 results for the quarter ended April 30, 2026, with revenue of $220 million, up 40% year-over-year, and Gross Booking Volume up 50% to $3.1 billion. The company raised its fiscal 2027 revenue growth outlook to 30% at the midpoint, from 24% previously, and GAAP net loss narrowed to $21 million from $61 million, while the GAAP operating loss widened slightly to $18 million from $16 million.
Total revenue was $220 million, up 40% year-over-year; Gross Booking Volume rose 50% to $3.1 billion.
GAAP net loss was $21 million, versus $61 million a year earlier; GAAP loss from operations was $18 million, versus $16 million.
Fiscal 2027 revenue guidance raised to $907 million to $913 million, or 30% growth at the midpoint, from 24% previously.
Second quarter fiscal 2027 revenue guidance is $219 million to $221 million; non-GAAP income from operations is $13.5 million to $14.5 million.
Oracle reported fiscal fourth-quarter 2026 total revenues of $19.2 billion, up 21%, and GAAP diluted earnings per share of $1.45, up 21%. The company raised its fiscal 2027 non-GAAP EPS guidance to $8.05 and confirmed its prior revenue guidance of $90 billion, while fiscal 2026 free cash flow was negative $23.7 billion. The board also declared a $0.50 per share common stock dividend payable July 24, 2026.
Q4 non-GAAP EPS was $2.11, up 24%; the company said one-time investment gains were included, and excluding them Q4 non-GAAP EPS would be $2.03, up 20%.
Q4 Cloud revenues were $9.9 billion, up 47%, with Cloud Infrastructure (IaaS) up 93% to $5.8 billion.
Q4 restructuring and other expense was $823 million, compared with $83 million a year earlier.
Fiscal 2026 capital expenditures were $55.7 billion and free cash flow was negative $23.7 billion; the common dividend is $0.50 per share, with a July 10, 2026 record date and July 24, 2026 payment date.
AI Financial Corporation disclosed that 3,321,690,994 WLFI tokens it holds are now available for use as loan collateral, for staking, and in lending transactions, with the first portion valued at over $180 million. Management said this materially strengthens the company's liquidity and believes the conditions behind the previously disclosed going concern doubt have been substantially mitigated. The remaining 3,583,585,650 WLFI tokens remain under a 12-month lock-up, with both groups expected to become fully transferable on August 12, 2026.
3,321,690,994 WLFI tokens available for collateral, staking and lending, valued at over $180 million based on $0.055 per token as of June 9, 2026
Total WLFI holdings valued at approximately $380 million, based on 6,905,276,644 tokens
Management believes the company has sufficient liquidity to fund operations and obligations for at least the next 12 months
Availability depends on conditions in an ancillary agreement with WLFI, and the lapse of restrictions on the other tokens depends on an effective resale registration statement
Casey's reported fourth-quarter diluted EPS of $4.37, up from $2.63 a year earlier, with net income of $162.7 million, driven by higher inside and fuel gross profit. For fiscal 2026, diluted EPS was $19.16 and EBITDA was nearly $1.5 billion, and the company guided fiscal 2027 EBITDA growth of 8% to 10%. The board also expanded the share repurchase authorization to $1 billion from $400 million, which bears directly on shareholder returns.
Q4 fiscal 2026 diluted EPS $4.37, up 66.2%; net income $162.7 million, up 65.5%
Fiscal 2026 diluted EPS $19.16, up 30.9%; net income $714.4 million, up 30.7%
Share repurchase authorization expanded to $1 billion from $400 million, effective June 4, 2026
Quarterly dividend raised 14% to $0.65 per share, payable August 14, 2026
CECO Environmental issued an initial full year 2026 outlook for the combined company after closing its acquisition of Thermon Group Holdings on June 1, 2026. The company expects revenue of $1.275 billion to $1.375 billion and Adjusted EBITDA of $195 million to $225 million, with guidance including seven months of Thermon contribution. Both measures are projected to rise about 20% and 25%, respectively, at the midpoints compared with the prior year.
Thermon acquisition closed June 1, 2026; guidance includes June through December contribution from Thermon.
Full year 2026 revenue expected between $1.275 billion and $1.375 billion, up about 20% at the midpoint year over year.
Adjusted EBITDA expected between $195 million and $225 million, up about 25% at the midpoint; free cash flow expected to be at least 55% of Adjusted EBITDA.
Management remains confident in generating $40 million or more in cost synergies.
Academy Sports and Outdoors reported first-quarter fiscal 2026 net sales of $1.44 billion, up 6.7%, and GAAP diluted EPS of $0.80, up 17.6%. The company raised the low end of its full-year guidance, lifting GAAP diluted EPS to $5.95 to $6.35 from $5.65 to $6.15, which benefits shareholders while management says it expects inflationary pressures to continue weighing on consumer spending.
Q1 net sales of $1.44 billion, up 6.7%; comparable sales up 2.9%
Q1 GAAP diluted EPS of $0.80, up 17.6%; adjusted diluted EPS of $0.93, up 22.4%
FY2026 GAAP diluted EPS guidance raised to $5.95-$6.35 from $5.65-$6.15; adjusted EPS guidance raised to $6.40-$6.80 from $6.10-$6.60
Quarterly dividend of $0.15 per share declared June 4, 2026, payable July 16, 2026 to holders of record on June 18, 2026
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.
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.
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.
Concrete Pumping Holdings reported second-quarter fiscal 2026 results for the quarter ended April 30, 2026, with revenue up 14% to $106.8 million and income from operations up 46% to $12.1 million. Net income attributable to common shareholders was $2.1 million, or $0.04 per diluted share, compared with a loss of $0.4 million a year earlier. The company raised its fiscal 2026 outlook for revenue, Adjusted EBITDA and free cash flow.
Revenue was $106.8 million versus $94.0 million; Adjusted EBITDA rose 17.4% to $26.4 million.
Fiscal 2026 revenue outlook is now $410.0 million to $425.0 million, up from $390.0 million to $410.0 million.
Fiscal 2026 Adjusted EBITDA outlook is now $98.0 million to $105.0 million, up from $90.0 million to $100.0 million.
Debt outstanding was $425.6 million and total available liquidity was $346.3 million, compared with $352.5 million a year earlier.
Rubrik reported results for the fiscal first quarter ended April 30, 2026, with total revenue of $387.1 million, up 39% from a year earlier, and a GAAP net loss of $41.9 million, narrower than the $102.1 million loss a year earlier. The company said it is raising all of its guided metrics for fiscal 2027, now expecting revenue of $1,638 million to $1,648 million for the full year.
Total revenue was $387.1 million, up 39% from $278.5 million; subscription ARR reached $1.57 billion, up 32%.
GAAP net loss per share was $(0.21), compared with $(0.53) a year earlier; non-GAAP diluted net income per share was $0.16.
Free cash flow was $73.6 million, compared with $33.3 million, and cash and short-term investments totaled $1.75 billion as of April 30, 2026.
Fiscal 2027 outlook: revenue of $1,638 million to $1,648 million and free cash flow of $293 million to $303 million; the filing does not state the prior ranges.
Caleres reported first quarter 2026 net sales of $666.6 million, up 8.5%, and GAAP earnings of $0.42 per diluted share, up from $0.21 a year earlier. The company raised the low end of its full-year 2026 adjusted EPS guidance to $1.40 to $1.65 from $1.35 to $1.65, which shareholders may view as a sign of improving earnings expectations.
Q1 net sales $666.6 million, up 8.5%; Brand Portfolio up 20.6%, while Famous Footwear fell 2.5%
Q1 GAAP EPS $0.42 and adjusted EPS $0.38, versus $0.21 and $0.22 a year earlier
Full-year 2026 adjusted EPS guidance $1.40 to $1.65, versus prior $1.35 to $1.65; GAAP EPS guidance $1.44 to $1.69
Q2 2026 GAAP EPS guidance of $0.32 to $0.38 with net sales expected to rise mid-to-high-single digits
Toro reported fiscal second-quarter 2026 results, with net sales up 8.1% to $1.42 billion and diluted EPS up 9.5% to $1.50 (adjusted EPS up 12.7% to $1.60). The company raised its full-year adjusted EPS guidance to $4.50 to $4.62 from $4.40 to $4.60, and raised its net sales growth range to 4.0% to 6.5% from 3.0% to 6.5%.
Q2 net sales rose 8.1% year over year to $1.42 billion; Professional segment sales rose 9.1% to $1.11 billion.
Diluted EPS was $1.50, up from $1.37; adjusted diluted EPS was $1.60, up from $1.42.
Full-year fiscal 2026 adjusted EPS guidance was raised to $4.50 to $4.62, from $4.40 to $4.60.
Company returned $228 million to shareholders through dividends and share repurchases in the quarter, and reported free cash flow of $265.5 million for the first six months.
Ciena reported fiscal second quarter 2026 revenue of $1.57 billion, up 39.5% from a year earlier, and adjusted diluted EPS of $1.64 versus $0.42. The company raised its fiscal 2026 revenue guidance to $6.3 billion plus or minus $100 million and forecast fiscal third quarter revenue of $1.625 billion plus or minus $50 million, so the results and outlook both point higher for shareholders.
Q2 fiscal 2026 revenue was $1.57 billion, compared with $1.13 billion in Q2 fiscal 2025.
GAAP diluted EPS was $1.49 versus $0.06 a year earlier; adjusted diluted EPS was $1.64 versus $0.42.
Fiscal 2026 revenue guidance raised to $6.3 billion plus or minus $100 million; fiscal Q3 revenue guidance is $1.625 billion plus or minus $50 million.
Ciena repurchased about 0.2 million shares for $83.1 million under its $1 billion repurchase program during the quarter.
Five Below reported first-quarter fiscal 2026 net sales of $1,285.6 million, up 32.5% from $970.5 million, with comparable sales up 22.7%. Net income rose to $123.1 million from $41.1 million, and diluted earnings per share were $2.21 versus $0.75 a year earlier. The company also raised its full-year 2026 sales and earnings outlook, which now calls for diluted EPS of $8.62 to $9.02.
Q1 net sales $1,285.6 million vs. $970.5 million; comparable sales up 22.7%
Q1 diluted EPS $2.21 vs. $0.75; net income $123.1 million vs. $41.1 million
Full-year 2026 outlook: net sales $5.40 billion to $5.48 billion; diluted EPS $8.62 to $9.02
Second-quarter outlook: net sales $1.18 billion to $1.20 billion; diluted EPS $1.15 to $1.27
Broadcom reported unaudited second-quarter fiscal 2026 results for the quarter ended May 3, 2026, with net revenue of $22,187 million, up 48% from the prior year, and GAAP net income of $9,310 million, up 88%. The company guided third-quarter revenue to approximately $29.4 billion, an 84% increase from the prior year period, and declared a quarterly dividend of $0.65 per share.
Q2 non-GAAP diluted EPS was $2.44, up 54%; GAAP diluted EPS was $1.91, up 85%
Q2 free cash flow was $10,262 million, or 46% of revenue
Q3 fiscal 2026 revenue guidance is approximately $29.4 billion; non-GAAP operating income guidance is about 67% of projected revenue
Quarterly dividend of $0.65 per share is payable June 30, 2026, to holders of record on June 22, 2026
CrowdStrike reported fiscal first-quarter 2027 results for the period ended April 30, 2026, with total revenue of $1.39 billion, up 26%, and GAAP net income attributable to CrowdStrike of $27.8 million, compared with a $104.3 million loss a year earlier. The company also raised its fiscal 2027 net new ARR growth guidance and approved a four-for-one stock split, with split-adjusted trading expected to begin July 2, 2026.
Total revenue was $1.39 billion, up 26% from $1.10 billion; ARR grew 24% to $5.51 billion.
GAAP diluted EPS was $0.11, compared with a loss of $0.42 in the first quarter of fiscal 2026.
Fiscal 2027 net new ARR growth guidance was raised by 520 basis points at the midpoint, to 27.7%.
Stockholders of record on June 25, 2026 will receive three additional shares for each share held, after the close of business on July 1, 2026.
Veeva reported first quarter fiscal 2027 results for the period ended April 30, 2026, with total revenues of $882.9 million, up 16% year over year, and GAAP diluted net income per share of $1.57, up from $1.37. The company also updated its fiscal 2027 guidance, which its CFO described as raised, setting total revenues between $3,635 and $3,645 million.
Total revenues were $882.9 million, up from $759.0 million; subscription revenues were $730.2 million, up 15%.
GAAP fully diluted net income per share was $1.57, compared with $1.37; non-GAAP fully diluted net income per share was $2.24, compared with $1.97.
Fiscal 2027 guidance: total revenues of $3,635 to $3,645 million and non-GAAP fully diluted net income per share of approximately $9.05.
Fiscal second quarter (ending July 31, 2026) guidance: total revenues of $902 to $905 million.
Ollie's Bargain Outlet reported first quarter fiscal 2026 results for the 13 weeks ended May 2, 2026, with net sales up 14.2% to $658.9 million and diluted earnings per share of $0.92, up from $0.77. The company raised its fiscal 2026 earnings per share outlook to $4.45 to $4.55 from $4.40 to $4.50, and it repurchased $53.4 million of its stock in the quarter.
Net income was $56.4 million, compared with $47.6 million a year earlier; adjusted diluted EPS was $0.91, up 21.3%.
Comparable store sales rose 1.7%, versus 2.6% in the prior-year quarter.
Fiscal 2026 adjusted net income per diluted share outlook: $4.45 to $4.55, up from $4.40 to $4.50.
The company opened 27 stores, ending the quarter with 672 stores in 35 states, and had $205.4 million left under its repurchase authorization.
Macy's reported first-quarter 2026 results for the 13 weeks ended May 2, 2026, with comparable sales up 3.0% and GAAP diluted EPS of $0.23, up from $0.13 a year earlier. The company raised its full-year 2026 guidance for net sales, comparable sales and adjusted diluted EPS, with adjusted diluted EPS now expected at $2.00 to $2.20 versus $1.90 to $2.10 previously. Shareholders gain from higher sales and profit measures, though gross margin declined and adjusted EBITDA fell year over year.
Comparable sales rose 3.0%, with Bloomingdale's up 10.2%, Macy's up 1.6% and Bluemercury up 6.4%.
Net sales rose 1.8% to $4.7 billion; adjusted diluted EPS was $0.13 versus $0.11, and GAAP diluted EPS was $0.23 versus $0.13.
Gross margin rate fell 30 basis points to 38.9%, and adjusted EBITDA was $290 million versus $304 million.
Full-year 2026 adjusted diluted EPS guidance rose to $2.00 to $2.20 from $1.90 to $2.10; the board declared a 19.15 cent quarterly dividend payable July 1, 2026.
GameStop reported first-quarter results for the 13 weeks ended May 2, 2026, with net sales up 14% to $835.3 million from $732.4 million, and net income of $389.6 million versus $44.8 million a year earlier. A $268.4 million unrealized gain on a derivative asset tied to eBay shares contributed to the profit, and diluted EPS was $0.66 versus $0.09. The board also approved a new discretionary $2.0 billion share repurchase authorization through June 2, 2029, which may be terminated at any time.
Net sales were $835.3 million, up from $732.4 million, with collectibles rising to $348.9 million from $211.5 million.
Net income was $389.6 million versus $44.8 million; it includes a $268.4 million unrealized gain on a derivative asset tied to eBay shares.
Operating income was $143.3 million, compared with an operating loss of $10.8 million a year earlier.
On June 2, 2026, the board approved a $2.0 billion repurchase authorization through June 2, 2029, replacing the March 2019 authorization.
Paramount Gold Nevada released an updated feasibility study for its 100%-owned Grassy Mountain Gold Project in Oregon. The base case shows an after-tax NPV (5%) of $374.7 million and a 38.9% IRR at $3,600 per ounce of gold, compared with $114.1 million in the 2022 study, which used $1,750 per ounce gold. The study also reflects higher expected gold output and a longer mine life, but its results depend on permitting, with state approval expected in the second half of 2026.
Base case at $3,600/oz gold: after-tax NPV (5%) of $374.7 million, IRR of 38.9%, payback of 2.2 years, versus $114.1 million NPV in the 2022 study
Recoverable gold rises 7% to 385,800 ounces; mine life extended to 9.3 years from 7.8 years
Initial capital expenditures of $189.8 million; all-in sustaining costs of $1,442 per ounce of gold, net of silver credits
Federal Record of Decision and final EIS received in January 2026; state permitting approval expected in the second half of 2026
Ulta Beauty reported first-quarter fiscal 2026 results for the period ended May 2, 2026, with net sales up 11.1% to $3.2 billion and diluted EPS up 15.5% to $7.74. The company raised its fiscal 2026 diluted EPS outlook to $28.36 to $28.80 and its operating income growth outlook to 6.5% to 9%, while leaving net sales, comparable sales and capital expenditure guidance unchanged. Shareholders benefit from higher profit and $555.0 million in share repurchases, though SG&A expenses rose 14.6%, faster than net sales.
Net sales rose 11.1% to $3.2 billion and comparable sales rose 5.3%; operating income rose 11.6% to $448.3 million.
Diluted EPS was $7.74 versus $6.70 a year earlier; net income was $340.5 million.
Fiscal 2026 diluted EPS outlook raised to $28.36 to $28.80 from $28.05 to $28.55; operating income growth outlook raised to 6.5% to 9% from 6% to 9%.
Repurchased $555.0 million of common stock; $1.3 billion remained under the $3.0 billion program as of May 2, 2026.
On June 2, 2026, Unisys held a virtual Investor Day and furnished a presentation that includes upwardly revised full-year 2026 revenue guidance and certain medium-term financial targets. The company now expects constant currency revenue growth of (5.0%) to (3.5%) for 2026, while reaffirming its non-GAAP operating profit margin guidance of 9.0% to 11.0%. The revised revenue outlook is an improvement for shareholders, but it still points to lower revenue in 2026.
Full-year 2026 constant currency revenue growth guidance is (5.0%) to (3.5%); reported revenue growth is expected to be (2.0%) to (0.5%) based on April 30, 2026 exchange rates.
Non-GAAP operating profit margin guidance of 9.0% to 11.0% was reaffirmed.
Assumed ClearPath revenue was raised to approximately $425 million from $415 million.
The presentation is furnished as Exhibit 99.1 and the webcast replay will be posted on the investor relations website at www.unisys.com/investor-relations.
Victoria's Secret & Co. reported first quarter 2026 net sales of $1.560 billion, up 15% and above its guidance range of $1.490 billion to $1.525 billion, and diluted EPS of $0.56 compared with a loss of $0.02 a year earlier. The company raised its full-year 2026 net sales and adjusted operating income guidance, which signals stronger expected results for shareholders.
Q1 net sales of $1.560 billion, up 15% from $1.353 billion; comparable sales rose 13%.
Q1 diluted EPS of $0.56 versus a loss of $0.02 a year earlier; adjusted EPS of $0.60 versus guidance of $0.20 to $0.30.
FY2026 net sales guidance raised to $7.030 billion to $7.130 billion from $6.850 billion to $6.950 billion.
FY2026 adjusted operating income guidance raised to $550 million to $580 million from $430 million to $460 million.
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