Every material Form 8-K HP filed with the SEC in 2026, 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). Newest first; each brief links to its own page and to the filing on SEC.gov.
HP's Board appointed Emma Walmsley, former CEO of GSK, as Chief Executive Officer effective January 4, 2027, succeeding interim CEO Bruce Broussard, who will become Board Chair on the same date and succeed Chip Bergh. The filing discloses her offer letter terms, including a $1,450,000 base salary, a $30,000,000 one-time inducement equity award and a $2,500,000 sign-on bonus, and the Board increases its authorized directorships from 12 to 13 to seat her. The filing contains no financial results, so the change is a leadership transition whose effect on performance is not stated.
Emma Walmsley, 57, served as GSK CEO from April 2017 until December 2025 and joins HP as CEO on January 4, 2027.
Bruce Broussard, interim CEO since February 2026, becomes Board Chair on January 4, 2027, succeeding Chip Bergh.
Offer letter sets a $1,450,000 annual base salary and a 200% target bonus, with a $30,000,000 one-time inducement equity award.
Walmsley receives a $2,500,000 sign-on bonus, subject to prorated repayment if she leaves voluntarily or is terminated for misconduct within 12 months.
HP reported fiscal third-quarter 2026 net revenue of $15.7 billion, up 12.5% from a year earlier, and non-GAAP diluted EPS of $0.83, up 11%. GAAP diluted EPS fell 11% to $0.71 from $0.80, and both figures include an $0.11 benefit from tariff refunds. HP raised its fiscal 2026 non-GAAP EPS and free cash flow outlook, which matters to shareholders because it signals stronger expected full-year profit and cash generation.
Q3 net revenue was $15.7 billion, up 12.5% from $13.9 billion in the prior-year quarter.
Non-GAAP diluted EPS was $0.83, up from $0.75; GAAP diluted EPS was $0.71, down from $0.80.
Fiscal 2026 non-GAAP diluted EPS outlook raised to $3.19 to $3.29; GAAP outlook raised to $2.52 to $2.62.
Fiscal 2026 free cash flow outlook raised to $3.0 to $3.2 billion; Q3 returned $0.6 billion to shareholders.
HP reported fiscal 2026 second-quarter results on May 27, 2026, with net revenue of $14.4 billion, up 9.0%, and non-GAAP diluted EPS of $0.86, up 21.1%. GAAP diluted EPS of $0.49 was below the company's prior outlook of $0.52 to $0.58, and restructuring and other charges reached $365 million, and HP updated its fiscal 2026 EPS and free cash flow estimates.
Net revenue of $14.4 billion, up 9.0% year over year; GAAP diluted EPS of $0.49, up from $0.42 but below the prior outlook of $0.52 to $0.58
Non-GAAP diluted EPS of $0.86, up from $0.71 and above the prior outlook of $0.70 to $0.76
Restructuring and other charges of $365 million in the quarter, compared with $122 million a year earlier
Fiscal 2026 estimates: GAAP diluted EPS $2.15 to $2.45, non-GAAP diluted EPS $2.90 to $3.10, free cash flow $2.8 to $3.0 billion
At its April 16, 2026 annual meeting, HP Inc. stockholders approved the Fifth Amended and Restated 2004 Stock Incentive Plan, which makes 73,600,000 additional common shares available for share-based awards. Stockholders also re-elected twelve directors, ratified Ernst & Young as auditor for fiscal 2026, and approved executive pay in an advisory vote. A stockholder proposal for an independent board chairman was rejected.
Plan approval: 495,892,067 votes for and 159,248,223 against, with 2,380,622 abstentions
Plan adds 73,600,000 shares of common stock for share-based compensation awards
Twelve directors elected, including Chip Bergh, Richard L. Clemmer and Gianluca Pettiti
Independent board chairman proposal failed: 105,071,429 for and 547,764,193 against
HP reported fiscal 2026 first-quarter results for the period ended January 31, 2026, with net revenue of $14.4 billion, up 6.9% from a year earlier, and non-GAAP diluted EPS of $0.81, up from $0.74. GAAP diluted EPS fell slightly to $0.58 from $0.59. HP kept its annual guidance but said it currently expects results closer to the low end of the range for GAAP EPS, non-GAAP EPS and free cash flow, citing rising memory costs.
Net revenue was $14.4 billion, up 6.9% (5.2% in constant currency) from $13.5 billion a year earlier.
GAAP diluted EPS was $0.58 versus $0.59; non-GAAP diluted EPS was $0.81 versus $0.74.
Fiscal 2026 guidance is maintained at non-GAAP diluted EPS of $2.90 to $3.20 and free cash flow of $2.8 to $3.0 billion, with results expected at the lower end.
Second-quarter non-GAAP diluted EPS is estimated at $0.70 to $0.76.
HP CEO Enrique Lores stepped down as President, CEO and board member effective the end of February 2, 2026, to pursue an opportunity outside HP. Board member Bruce Broussard was appointed interim CEO effective February 3, 2026, and the board has formed a CEO Search Committee to find a permanent successor. HP also reaffirmed its first quarter and fiscal 2026 outlook, so guidance was not changed.
Enrique Lores stepped down as President, CEO and board member, effective end of day February 2, 2026, to pursue an opportunity outside HP.
Bruce Broussard, age 63, was appointed interim CEO effective February 3, 2026; his pay includes $362,500 in monthly cash and a one-time restricted stock unit award with a grant date value of $7,000,000 that cliff-vests February 3, 2027.
HP reaffirmed fiscal 2026 non-GAAP diluted net EPS of $2.90 to $3.20 and free cash flow of $2.8 to $3.0 billion, and first quarter non-GAAP diluted net EPS of $0.73 to $0.81.
The board reduced authorized directorships from 13 to 12, effective February 3, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every HP filing is on SEC EDGAR ↗. 8-K briefs of other companies →