S&P 500 Consumer Discretionary Sector SEC Filings — May 06, 2026

06-05-2026

Polomar Health Services reported revenue of $648,231 for the year ended December 31, 2025, a 1002% YoY increase from $58,824, with gross profit rising to $460,099 from $30,903. However, operating expenses surged to $11,010,363 (primarily G&A at $10,943,795), resulting in a net loss of $(10,701,105) versus $(1,341,333) prior year, while total assets fell to $390,043 from $9,951,773 due to intellectual property amortization, turning stockholders' equity into a $(1,222,329) deficit. Additionally, partner ForHumanity suspended VigorAir sales and signaled intent to terminate the exclusivity agreement amid manufacturing and trial delays.

• ·ForHumanity Agreement: initial 42-month term, exclusivity through June 30, 2026, terminable if average monthly sales < $100,000 for Jan-Jul 2026; forbearance granted on $200,000 payment due Jan 9, 2026.
• ·Preliminary clinical trial results received Feb 12, 2026; complete results Feb 28, 2026.
• ·ForHumanity intent to terminate agreement announced Apr 23, 2026.
• ·Related party promissory notes: $897,660 as of Dec 31, 2025 (down from $1,138,570).
• ·Net loss per share: $(0.39) basic and diluted for 2025 vs $(0.05) for 2024.
• ·Company has not established material recurring revenues; subject to significant related party short-term debt.

06-05-2026

BGSF, Inc. filed an 8-K on May 6, 2026, reporting under Item 2.02 (Results of Operations and Financial Condition), Item 7.01 (Regulation FD Disclosure), and Item 9.01 (Financial Statements and Exhibits). This is a multi-item filing typical for financial results announcements, but specific revenue, earnings, guidance, or other metrics are NOT_DISCLOSED. No positive or negative performance details, period-over-period comparisons, or forward-looking statements are provided in the filing description.

06-05-2026

F&G Annuities & Life reported Q1 2026 net earnings of $244 million ($1.78 per share), swinging from a $25 million loss ($0.20 per share loss) in Q1 2025, with adjusted net earnings rising 21% YoY to $110 million ($0.82 per share) and record AUM before reinsurance of $74.5 billion (+11% YoY) on gross sales of $3.2 billion. However, net sales were flat YoY at $2.2 billion, adjusted ROE declined to 8.4% from 9.7%, and investment income from alternatives was $44 million below long-term expectations. The company returned $67 million to shareholders via dividends and repurchases, sold its F&G Life Re Ltd entity ceding a $1.8 billion block, and authorized a new $100 million share repurchase program.

• ·97% of fixed maturities investment grade with credit-related impairments averaging 6 basis points over past five years and 3 basis points in Q1 2026
• ·Book value per common share excluding AOCI of $46.51 as of March 31, 2026, up from $44.43 as of December 31, 2025
• ·$38 million common and preferred dividends paid Q1 2026
• ·New three-year $100 million share repurchase program authorized March 13, 2026
• ·Earnings conference call scheduled for May 7, 2026 at 9:00 a.m. ET

06-05-2026

Albemarle reported strong Q1 2026 results with net sales of $1,428.7 million, up 32.7% YoY, driven by Energy Storage (+69.9% to $891.2 million) and Specialties (+11.7% to $358.4 million), and Adjusted EBITDA of $663.8 million, up 148.5% YoY. Net income rose to $319.1 million from $41.3 million, bolstered by cost improvements and debt reduction of $1.3 billion. However, cash from operations fell to $346 million due to a prior-year one-time prepayment, Ketjen divestiture reduced sales by 4% YoY, and FY2026 outlook varies widely by lithium price scenario with the low case projecting net sales of $4.1-4.3 billion and Adjusted EBITDA of $0.9-1.0 billion.

• ·Capital expenditures Q1 2026: $99 million; FY2026 guidance $550-600 million.
• ·Effective income tax rate Q1 2026: 8.5% (adjusted 5.2%) vs. 21.0% (adjusted -42.8%) Q1 2025.
• ·FY2026 Specialties net sales outlook: $1.3-1.5 billion; Adjusted EBITDA $225-275 million.
• ·FY2026 interest and financing expense: $120-140 million.
• ·Net debt to adjusted EBITDA ratio: approximately 1.0 as of March 31, 2026.
• ·Earnings call: May 7, 2026 at 8:00 AM Eastern.

06-05-2026

On May 1, 2026, Nuveen Churchill Private Capital Income Fund completed its acquisition of substantially all assets of Nuveen Churchill BDC V for a purchase price of $346,954,197, equal to BDC V's net asset value as of April 29, 2026. The Fund assumed $511,000,000 of BDC V’s indebtedness under its credit facility and funded the purchase price with $337,313,101 of borrowings under credit facilities with Bank of America and the Bank of Nova Scotia, with $9,641,096 settled on a net basis. The transaction was approved by both boards, including independent trustees, and BDC V shareholders on April 30, 2026.

• ·Purchase and Sale Agreement dated April 1, 2026
• ·Transaction approved by Fund Board and BDC V Board, including all non-interested trustees, consistent with Rule 17a-8 under 1940 Act
• ·BDC V shareholders approved transaction at virtual meeting on April 30, 2026
• ·Fund and BDC V are affiliated BDCs externally managed by related entities controlled by Nuveen, LLC
• ·Financial statements and supplemental disclosure under Rule 6-11 of Regulation S-X to be filed as amendment to this 8-K

06-05-2026

SandRidge Energy reported Q1 2026 financial results with total revenues of $49.8 million, up 17% YoY, driven by 31% higher oil production and 4% increase in total production to 18.6 MBoe/d; net income rose to $18.7 million from $13.0 million YoY, and Adjusted EBITDA reached $33.7 million, up from $25.5 million. The Board increased the ongoing quarterly dividend by 8% to $0.13 per share and declared a one-time $0.20 per share dividend, payable June 1, 2026. However, production declined 7% QoQ to 18.6 MBoe/d from 19.5 MBoe/d, impacted by NGL recovery issues and Winter Storm Fern, while free cash flow turned negative at $(1.1) million versus positive $13.6 million YoY.

• ·Lease operating expense (LOE) $10.8 million or $6.45 per Boe in Q1 2026, down from $6.79 per Boe YoY.
• ·No outstanding debt as of March 31, 2026; cash decreased QoQ to $104.1 million from $112.3 million.
• ·Adjusted G&A $2.4 million or $1.42 per Boe in Q1 2026.
• ·Hedging includes oil fixed price swaps for 799 Bbl/d at $74.37 through Dec 2026.
• ·Over four years without a recordable safety incident.

06-05-2026

Fluent, Inc. (FLNT) has filed a DEF 14A proxy statement for its 2026 annual stockholder meeting, with a record date of April 23, 2026, and 29,815,712 shares of common stock outstanding. Stockholders will vote on electing seven directors (Matthew Conlin, Donald Mathis, James P. Geygan, Richard C. Pfenniger, Jr., David A. Graff, Ryan Schulke, Barbara Shattuck Kohn), advisory approval of 2025 named executive officer compensation, ratification of Grant Thornton LLP as auditor for 2026, approvals for May and August warrants/pre-funded warrants issued to directors/officers to comply with Nasdaq rules, a charter amendment for officer exculpation, an amendment to increase shares reserved under the 2022 Omnibus Equity Incentive Plan from 3,666,666 to 5,566,666, and an adjournment proposal. The Board recommends voting 'FOR' all proposals, with varying voting thresholds including majority of outstanding shares for the charter amendment.

• ·Record date: April 23, 2026
• ·Annual Meeting access: www.virtualshareholdermeeting.com/FLNT2026 (16-digit control number required for voting stockholders)
• ·Proposal 6 (Charter Amendment) requires majority of outstanding shares; abstentions and broker non-votes count as 'AGAINST'
• ·Proposals 1-5, 7-8 determined by majority of votes cast; abstentions and broker non-votes have no effect
• ·Proposal 3 (Auditor Ratification) is 'routine' allowing broker discretionary votes

06-05-2026

Next Bridge Hydrocarbons, Inc. filed an S-1/A registration statement on May 6, 2026, for its IPO, disclosing oil and gas leasehold interests totaling 2,838 gross acres (2,229 net) across Texas Hazel Project, Oklahoma Viking properties, and Louisiana Wildcat projects as of December 31, 2025. Investments in properties rose sharply to $4,803,655 in 2025 from $1,692,885 in 2024, driven by $4,803,655 in development costs. However, production revenue fell 17.8% YoY to $10,343, with oil volumes down 14% to 86 Bbls and gas down 30% to 2,441 Mcf from Oklahoma properties, no revenue from Hazel, one dry hole drilled, no proved reserves, and full $5,373,207 impairment of unevaluated costs.

• ·No proved reserves (0 Bbls oil, 0 Mcf gas, 0 BOE) as of Dec 31, 2025 and 2024.
• ·Company has no employees and relies on independent consultants and contractors.
• ·Average production cost $20.12 per BOE in 2025 vs $272.34 in 2024 (significant decline).
• ·No production revenue from Hazel Project in 2025 or 2024 due to option agreement terms.
• ·Hazel Project: 806 gross acres (645 net), all developed.
• ·Oklahoma Viking: 640 gross acres (192 net), all developed.
• ·Louisiana Wildcat: 1,392 gross/net acres, all undeveloped.

06-05-2026

Futurewave Acquisition Corp, a Cayman Islands blank check company formed on February 16, 2026, has filed an S-1 registration statement for an IPO of 5,000,000 units (or 5,750,000 if over-allotment exercised) at $10.00 per unit, targeting gross proceeds of $50,000,000, with $10.00 per unit deposited into a U.S. trust account for an initial business combination. Net proceeds before expenses are $49,625,000 after $375,000 in underwriting discounts. However, public shareholders face substantial dilution, with pro forma net tangible book value per share dropping to as low as $0.29 (maximum redemptions) from an adjusted offering price of $8.00, resulting in dilution up to $7.73 per share.

• ·Company qualifies as emerging growth company with reduced reporting requirements.
• ·Units expected to list on Nasdaq as FWAC, FWACW, FWACR.
• ·Founder shares subject to up to 321,750 forfeiture if over-allotment not exercised.
• ·Pro forma net tangible book value per share without over-allotment: $5.09 (25% redemptions), $4.12 (50%), $2.68 (75%), $0.29 (100%).
• ·Dilution to public shareholders without over-allotment: $2.91 (25% redemptions), $3.88 (50%), $5.32 (75%), $7.71 (100%).
• ·Financial data as of March 31, 2026.

06-05-2026

Marriott International reported Q1 2026 results with worldwide RevPAR up 4.2% YoY (constant $), Adjusted EBITDA increasing 15% to $1,398 million, Adjusted diluted EPS of $2.72 (up from $2.32), and net rooms growth of 4.5% YoY after adding 15,900 rooms. However, reported net income fell 3% to $648 million from $665 million due to higher taxes ($210 million vs. $99 million) and interest expense ($204 million vs. $183 million), while Middle East RevPAR declined amid conflict, partially offsetting EMEA's 3% growth. The development pipeline hit a record 618,000 rooms, and the company repurchased 2.1 million shares for $0.7 billion.

• ·Pipeline includes 43% rooms under construction; over half of pipeline rooms in international markets.
• ·Issued $600M Series WW Senior Notes due 2033 (4.5% coupon) and $850M Series XX Senior Notes due 2038 (5.1% coupon) in Q1 2026.
• ·Q2 2026 outlook: Comparable systemwide constant $ RevPAR growth 1.5% to 2.5%; full year 2.0% to 3.0%.
• ·Full year 2026 net rooms growth outlook: 4.5% to 5%.
• ·Year-to-date through April 29, 2026: Returned over $1.2B to shareholders; repurchased 3.1M shares for $1.1B.

06-05-2026

Woori Financial Group Inc. (WFG) filed a Rule 425 communication on May 6, 2026, regarding its proposed small-scale share exchange with TONGYANG Life Insurance Co., Ltd., including a form for shareholders to submit written notices of dissent to the board's resolution replacing shareholder approval. Key prior documents include 'Decisions on Share Exchange' furnished on April 24, 2026, with a Form F-4 registration statement to be filed later. No financial metrics or performance data are disclosed in this procedural filing.

• ·Commission File No.: 001-31811
• ·Dissent form specifies common shares owned and dissenting shares

06-05-2026

Louisiana-Pacific Corporation (LP) reported Q1 2026 consolidated net sales of $574 million, down $149 million or approximately 21% YoY from $723 million, with Siding sales decreasing 10% to $360 million due to lower volumes despite higher prices, and OSB sales plunging 37% to $168 million on lower prices and volumes. Adjusted EBITDA fell $80 million to $82 million, and net income dropped $64 million to $27 million ($0.39 per diluted share). Guidance indicates continued challenges with Siding net sales ~4% down in Q2 and ~2% for FY2026, alongside negative OSB Adjusted EBITDA of -$10 million in Q2 and -$40 million for the year.

• ·Siding Q1 price increase of 9% offset by 18% volume decline
• ·OSB Structural Solutions Q1 price down 21%, volume down 18%; Commodity OSB price down 31%, volume down 12%
• ·Other operations net sales down $8 million, Adjusted EBITDA down $9 million in Q1
• ·FY2026 capex guidance ~$390 million ($200 million strategic growth, $190 million sustaining maintenance)
• ·Conference call held May 6, 2026 at 11 a.m. ET

06-05-2026

TCFG Investment Advisors, LLC filed a 13F-HR report disclosing its holdings as of March 31, 2026, with a total portfolio value of $267470940 across 274 positions, all held with sole voting power. Top holdings include Apple Inc. COM at $14964597 (58964 shares), NVIDIA Corporation COM at $13224244 (75827 shares), and Amazon.com Inc COM at $5801806 (27857 shares). No changes or performance metrics were detailed in the filing.

• ·Filing date: May 06, 2026
• ·Report period end: March 31, 2026
• ·All 274 positions held as SH SOLE with no other voting or disposition power indicated

06-05-2026

On May 5, 2026, Oxford Square Capital Corp. entered into Amendment No. 1 to its Amended and Restated Equity Distribution Agreement originally dated August 16, 2024, with sales agents Oxford Square Management, LLC, Oxford Funds, LLC, Lucid Capital Markets, LLC, and Ladenburg Thalmann & Co. Inc. The amendment enables continued sales of common stock under the company's effective shelf registration statement on Form N-2 (Registration No. 333-290511), as supplemented by a prospectus dated May 5, 2026. Dechert LLP issued a legality opinion with respect to the shares to be sold pursuant to the agreement.

• ·Principal executive offices: 8 Sound Shore Drive, Suite 255, Greenwich, CT 06830; telephone: (203) 983-5275.
• ·Filing date: May 6, 2026; earliest event reported: May 5, 2026.
• ·Exhibits include Amendment No. 1 (Exhibit 1.1), Opinion of Dechert LLP (Exhibit 5.1), and Consent of Dechert LLP (Exhibit 23.1).

06-05-2026

American Financial & Tax Strategies Inc filed its 13F-HR report on May 6, 2026, disclosing total holdings of $205760881 across 97 positions as of March 31, 2026. The portfolio consists entirely of sole discretionary shares in a diversified mix of ETFs and individual stocks, with no other voting authority or options reported. Largest positions include Vanguard Total International Bond ETF (233767 shares, $11232481), Vanguard Russell 1000 Growth ETF (80362 shares, $8814950), and Schwab U.S. Large-Cap Value ETF (109752 shares, $3347436).

• ·All 97 positions held with sole voting power (SH SOLE).
• ·No put/call options or other manager authority reported.
• ·Notable stock holdings: Apple Inc (4150 shares, $1053258), Amazon.com Inc (4517 shares, $940756), Cisco Sys Inc (19140 shares, $1485073).

06-05-2026

Wall Street Financial Group, Inc. filed its 13F-HR on May 6, 2026, disclosing 667 equity holdings as of March 31, 2026, with a total market value of $168.87 billion, all managed with sole investment and voting discretion. Largest positions include NVIDIA Corporation at $7.38 billion (42,334 shares), Apple Inc. at $5.22 billion (20,567 shares), Palantir Technologies Inc. at $1.90 billion (13,022 shares), Eli Lilly & Co. at $2.00 billion (2,176 shares), and Tesla Inc. at $1.68 billion (4,532 shares). No shared discretion, performance changes, or other voting powers were reported.

• ·All 667 positions held with sole investment discretion and sole voting power (no shared power reported)
• ·Filing covers period ending 03/31/2026

06-05-2026

My Portfolio Guide, LLC reported 166 equity holdings totaling $180,815,716 as of March 31, 2026, in its quarterly 13F-HR filing. The portfolio features heavy allocations to SPDR ETFs (e.g., $29.4M, $16.3M positions), gold/miners trusts ($18.8M), First Trust funds ($11.5M), and individual stocks like Apple Inc ($7.1M). All positions are held with sole voting and sole dispositive power; no prior period comparisons are available.

• ·Filing date: May 6, 2026
• ·Report period end: March 31, 2026
• ·Business address: 3020 Old Ranch Parkway, Suite 300, Seal Beach, CA 90740
• ·All holdings with sole voting power (SH SOLE) and no shared power indicated

06-05-2026

Life Time Group Holdings, Inc. agreed to repurchase 2,192,500 shares of its common stock at $28.60 per share for an aggregate $62,705,500 from existing stockholders, including affiliates of Leonard Green & Partners, L.P., TPG Inc., and Partners Group (USA) Inc. These selling stockholders are concurrently selling 8,770,000 shares at the same price for $250,822,000 to an affiliate of Atairos Group, Inc., for a total of 10,962,500 shares sold. Following the transactions, the selling funds will hold approximately 8.5%, 6.1%, and 1.3% of the Company's common stock based on 222,602,738 shares outstanding as of May 1, 2026.

• ·Investor Purchase expected to settle in two tranches, with second tranche after HSR Act waiting period expires or terminates.
• ·Share Repurchase funded with cash on hand.
• ·Selling Stockholders include affiliates of Leonard Green & Partners, L.P., TPG Inc., and Partners Group (USA) Inc.

06-05-2026

HighMark Wealth Management LLC filed Form 13F-HR on May 6, 2026, reporting its U.S. equity holdings as of March 31, 2026, with no additions, reductions, or other changes indicated across all positions. The portfolio is heavily weighted toward healthcare stocks, including top holdings Axogen Inc (value 11427862), Centessa Pharmaceuticals PLC (9405100), and Anaptysbio Inc (5216013). Other significant positions include Apple Inc (1989756), Eli Lilly & Co (1589362), and a diversified mix of technology, ETFs, and other sectors.

• ·Report period end: 2026-03-31
• ·Filing date: 2026-05-06
• ·All positions reported as SH SOLE with zero values in change columns (no buys, sells, or other adjustments)
• ·Adviser CRD number: 164790
• ·Filer CIK: 0001802451
• ·Business address: 944 Inwood Avenue N., St. Paul, MN 55128

06-05-2026

Bread Financial Holdings, Inc. announced the pricing of an underwritten public offering of 4,800,000 depositary shares, each representing a 1/40th interest in a share of its 8.875% Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock, Series B, with a liquidation preference of $25 per depositary share. The underwriters, led by Morgan Stanley & Co., LLC and others, were granted an option to purchase up to an additional 720,000 depositary shares within 30 days. Net proceeds will be used for general corporate purposes, potentially including contributions to subsidiary Comenity Capital Bank and share repurchases.

• ·Offering registered under Securities Act on Form S-3 (Registration No. 333-291573).
• ·Prospectus supplement dated May 5, 2026, to be filed pursuant to Rule 424(b).
• ·Underwriting agreement dated May 5, 2026.

06-05-2026

Corebridge Financial discussed its proposed merger with Equitable Holdings, Inc., highlighting complementary product suites, no apprehension from distribution partners, and expected expense synergies alongside revenue opportunities like $100B in assets to AllianceBernstein and $30B upside in wealth management cross-sell/upsell. Management plans share repurchases post-shareholder vote in December and deployment of remaining capital via accelerated share repurchase post-close, with pro forma guidance of $4B cash and $5B earnings implying ~80% free cash flow conversion. However, Individual Retirement sales were roughly flat YoY, suggesting tempered industry flows.

• ·No dis-synergies identified from merger; distribution partner overlap de minimis.
• ·Shareholder vote expected December 2026; Investor Day planned first half 2027 for detailed synergy guidance.
• ·BDC debt exposure features conservative leverage, low LTVs, high diversification, and solid investment grade ratings with no equity exposure.
• ·AI focus on front-end distribution enablement and back-end servicing (e.g., digital agents for group retirement plans).

06-05-2026

Paradigm Capital Management, LLC/NV filed a 13F-HR disclosing 59 equity positions with a total market value of $109,127,000 as of March 31, 2026. The largest holding is J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF valued at $13,445,000 (265,661 shares), followed by VANGUARD SPECIALIZED FUNDS DIV APP ETF at $12,700,000 (59,053 shares) and VANGUARD WHITEHALL FDS HIGH DIV YLD at $9,244,000 (62,420 shares). No period-over-period changes are available in this filing.

• ·Filing date: May 06, 2026
• ·Report period end: March 31, 2026
• ·Filer address: 6170 Ridgeview Court, Suite F, Reno, NV 89519
• ·All holdings reported as sole investment discretion (SH SOLE)

06-05-2026

Prospect Financial Group LLC filed its Form 13F-HR on May 6, 2026, reporting holdings as of March 31, 2026, in approximately 63 securities consisting primarily of Dimensional and Vanguard ETFs along with individual stocks such as Abbvie, Alphabet, Amazon, Apple, and Nvidia. Largest positions include Dimensional ETF Trust Emerging Mkts Core Equity at 10913096 (thousands USD), Dimensional ETF Trust US Core Equity 1 at 8177095 (thousands USD), and Vanguard Bd Index Fds Total Bnd Mrkt at 8040826 (thousands USD). All positions are held with sole voting power and zero shared power.

• ·Filing effective date: May 6, 2026
• ·Period end date: March 31, 2026
• ·All holdings reported as SH SOLE with 0 shared power
• ·Business address: 3617 N. Albemarle St., Arlington, VA 22207
• ·SEC file number: 028-24920

06-05-2026

YUM Brands reported strong Q1 2026 results with total revenues up 15% YoY to $2,059 million, driven by 29% growth in company sales to $785 million and 9% in franchise and property revenues to $856 million. Operating profit rose 17% to $644 million and net income surged 71% to $432 million, with diluted EPS at $1.55, though company restaurant expenses increased 30% to $677 million. Operating cash flow edged up 3% to $416 million, while share repurchases continued at $185 million.

• ·Short-term borrowings increased significantly to $1,741 million from $38 million at year-end 2025.
• ·Long-term debt decreased to $10,213 million from $11,872 million at year-end 2025.
• ·Dividends declared per common share $0.75 vs $0.71 YoY.
• ·Share repurchases $185 million in Q1 2026 vs $229 million in Q1 2025.
• ·Income tax provision $84 million vs $176 million YoY.

06-05-2026

Pinnacle Financial Partners reported Q1 2026 net income of $150M, up 7% YoY from $140M, driven by net interest income growth of 156% to $933M and non-interest revenue up 193% to $284M, largely from the Synovus acquisition which doubled total assets to $122,766M and loans to $84,255M net. However, non-interest expenses surged 246% to $952M due to $275M merger costs and higher salaries, provision for credit losses rose 347% to $76M, EPS diluted to $0.89 from $1.78, and comprehensive income fell to $48M from $142M amid OCI losses.

• ·Merger-related expense of $275M in Q1 2026.
• ·Allowance for loan losses increased to $942M from $442M QoQ.
• ·Acquisition net cash impact: $2,537M.
• ·Cash dividends on common stock: $0.50 per share ($75M total) in Q1 2026 vs $0.24 ($19M) in Q1 2025.

06-05-2026

Premier Financial Group filed its 13F-HR on May 6, 2026, disclosing $587,261,201 in holdings across 46 ETFs as of March 31, 2026. The portfolio is dominated by Dimensional ETFs, including the largest position in Dimensional International High Profitability ETF valued at $211,076,409 (641,693 shares), followed by Dimensional U.S. Small Cap ETF at $85,263,650 and Dimensional U.S. Targeted Value ETF at $74,805,720. All positions are held with sole voting power.

• ·All holdings reported with sole voting authority and no other managers
• ·Filer CIK: 0001989061, SEC File Number: 028-25731
• ·Business address: 725 6th Street, Eureka, CA 95501

06-05-2026

JBT Marel Corp reported net income of $45 million for Q1 2026, a significant turnaround from a $173 million net loss in Q1 2025, driven by operational improvements and absence of prior-year acquisition costs. Cash provided by operating activities rose sharply to $119 million from $34 million YoY, boosting cash and equivalents to $211 million (up QoQ from $168 million). However, comprehensive income declined to $26 million from $73 million YoY due to $19 million other comprehensive loss from foreign currency translation and derivatives, while total assets dipped slightly to $8,163 million QoQ from $8,191 million.

• ·Depreciation and amortization increased to $68M in Q1 2026 from $61M YoY.
• ·Capital expenditures were $26M in Q1 2026 vs $20M YoY.
• ·Final Marel goodwill in purchase allocation: $2,322M after $340M measurement period adjustment.
• ·Customer relationships in Marel PPA reduced to $1,160M after $410M adjustment.
• ·Common stock cash dividends: $0.10 per share, totaling $5M in Q1 2026.

06-05-2026

For the quarter ended March 27, 2026, Fresh Del Monte Produce Inc reported net sales of $1,044.1 million, down 5% YoY from $1,098.4 million, with gross profit declining 3% to $89.0 million and operating income dropping 55% to $20.1 million primarily due to $20.0 million in asset impairments and higher SG&A expenses. Net income fell to $10.7 million from $31.9 million YoY. However, the company completed the acquisition of select assets from Del Monte Foods for $307.7 million net of cash acquired, contributing to total assets rising 11% QoQ to $3,402.4 million and cash increasing to $66.3 million from $35.7 million QoQ.

• ·Dividends declared per ordinary share remained flat at $0.30 for Q1 2026.
• ·Asset impairments of $16.1 million in cash flow adjustments for Q1 2026.
• ·Proceeds from debt of $266.9 million in financing activities, likely related to the acquisition.
• ·Net assets acquired from Del Monte Foods totaled $341.9 million.

06-05-2026

Flywire Corp reported Q1 2026 revenue of $188,112 thousand, up 40.9% YoY from $133,452 thousand, driven by 48% growth in Americas to $93,913 thousand, 35% in EMEA to $64,243 thousand, and 33% in APAC to $29,956 thousand, achieving operating income of $10,782 thousand and net income of $12,518 thousand versus a $10,988 thousand operating loss and $4,160 thousand net loss in Q1 2025. Transactions revenue rose 43% to $155,205 thousand while platform revenues grew 32% to $32,907 thousand. However, cash and equivalents declined 5.7% QoQ to $311,893 thousand from $330,303 thousand, total assets fell 7.2% to $1,162,379 thousand, and operating cash flow used $15,848 thousand, though improved from $80,794 thousand used YoY.

• ·Stock-based compensation expense of $18,034 thousand in Q1 2026, up slightly from prior periods.
• ·Common stock repurchases of $10,031 thousand in Q1 2026.
• ·Funds payable to clients decreased $109,420 thousand QoQ to $201,379 thousand.

06-05-2026

Once Upon a Farm, PBC (OFRM) entered into the first amendment to its Amended and Restated Personal Brand Services and Spokesperson/Co-Founder Master Agreement with Jennifer Garner, dated May 5, 2026. The amendment provides for additional cash consideration of $3.0 million, payable over a two-year period beginning January 2027, subject to her continued service. Payments accelerate upon a change of control or certain terminations.

• ·Amendment to agreement originally dated June 10, 2025
• ·Payments subject to continued service through each payment date
• ·Acceleration of unpaid amounts on change of control or termination without cause/good reason

06-05-2026

Edgewell Personal Care reported Q2 FY26 net sales of $519.5 million from continuing operations, up 0.6% YoY due to currency but organic sales down 2.4%, with Wet Shave up 3.0% reported (organic -0.7%) while Sun and Skin Care declined 2.5% (organic -4.5%). Adjusted EPS fell to $0.60 from $0.69 and adjusted EBITDA to $73.8 million from $84.7 million, though results exceeded expectations; gross margin dropped 410 basis points to 41.8%. The company reaffirmed most FY26 outlook but lowered GAAP EPS guidance to flat to $0.40 and raised expected restructuring charges to $90 million, while returning $22.9 million to shareholders via dividends and repurchases.

• ·Adjusted net debt leverage ratio of 4.0x as of Q2 FY26 end.
• ·FY26 outlook: Organic net sales -1.0% to +2.0%; Adjusted EPS $1.70-$2.10; Adjusted EBITDA $245-$265M; Adjusted free cash flow $80-$110M; Adjusted net debt leverage 3.3x-3.5x at FY end.
• ·Q2 dividend declared $0.15 per share, payable July 9, 2026.
• ·Productivity savings of 220 basis points offset by 420 bps inflation/tariffs, 70 bps unfavorable mix/promos, 40 bps currency.

06-05-2026

Flowco Holdings Inc. reported first quarter 2026 revenues of $209.5 million, up 6.2% QoQ from $197.2 million and 8.9% YoY from $192.4 million, with Adjusted EBITDA rising 2.4% QoQ to $85.5 million (14.2% YoY growth) despite a margin contraction to 40.8% from 42.4% QoQ. Production Solutions revenues grew 10.0% QoQ to $140.2 million, but Natural Gas Technologies revenues declined 0.6% QoQ to $69.4 million with EBITDA down 1.1% and margins flat; corporate costs worsened to $(5.6) million. The company closed its acquisition of Valiant Artificial Lift Solutions on March 2, 2026, generated $52.3 million in Free Cash Flow, repurchased $16.5 million in shares, and raised its quarterly dividend 12.5% to $0.09 per share.

• ·Net cash provided by operating activities of $78.7 million in Q1 2026
• ·Total assets increased to $1,897.8 million as of March 31, 2026 from $1,646.4 million as of Dec 31, 2025
• ·Long-term debt net $328.0 million as of March 31, 2026 up from $167.8 million
• ·Quarterly dividend payable May 27, 2026 to shareholders of record May 15, 2026

06-05-2026

Freshpet reported first quarter 2026 net sales of $297.6 million, up 13.1% YoY from $263.2 million, driven by 14.6% volume growth but partially offset by unfavorable price/mix of 1.5%. Gross margin expanded to 40.5% from 39.4%, with net income of $48.5 million versus a prior year loss of $12.7 million largely due to a $62.0 million gain on equity investment; however, Adjusted EBITDA increased modestly to $37.9 million from $35.5 million amid higher Adjusted SG&A of $101.7 million (34.2% of sales) versus $84.7 million (32.2%). The company raised full-year 2026 net sales growth guidance to 8%-11% while maintaining Adjusted EBITDA at $205-$215 million and capex at ~$150 million, citing macroeconomic volatility.

• ·Cash and cash equivalents increased to $381.4 million from $278.0 million as of December 31, 2025, primarily from $95.5 million proceeds from equity investment sale.
• ·Full-year 2026 guidance: Net sales growth 8%-11%, Adjusted EBITDA $205-$215 million, capex ~$150 million.

06-05-2026

06-05-2026

Future Vision II Acquisition Corp. received a Nasdaq notice on May 5, 2026, stating non-compliance with the minimum public holders requirement under Listing Rule 5550(a)(3) for continued listing on the Nasdaq Capital Market. The notice provides 45 days until June 22, 2026, to submit a compliance plan, with a possible 180-day extension if accepted, but offers no assurance of regaining or maintaining compliance. The Company is evaluating options but faces delisting risk with no immediate impact on trading.

• ·Nasdaq Listing Rule 5550(a)(3) is the specific rule violated.
• ·Principal executive offices: Xiandai Tongxin Building 201 Xin Jinqiao Road, Rm 302, Pudong New District, Shanghai, China.
• ·Registrant telephone: + (86) 136 0300 0540.
• ·Emerging growth company: Yes.

06-05-2026

Kraft Heinz reported first quarter 2026 net sales up 0.8% YoY to $6,047 million, driven by pricing, though organic net sales declined 0.4% due to unfavorable volume/mix; operating income decreased 4.3% to $1,145 million, with adjusted operating income down 11.8% to $1,058 million amid higher advertising and inflationary costs. Diluted EPS rose 13.6% to $0.67, but adjusted EPS fell 6.5% to $0.58; cash flows strengthened significantly with operating cash up 39.7% to $1.0 billion and free cash flow up 58.9% to $0.8 billion. The company reaffirmed its FY2026 outlook, expecting organic net sales down 1.5% to 3.5% and constant currency adjusted operating income down 14% to 18%.

• ·North America organic net sales declined 1.1% YoY (price +0.4pp, volume/mix -1.5pp)
• ·International Developed Markets organic net sales flat at -0.1% YoY (price +0.2pp, volume/mix -0.3pp)
• ·Emerging Markets organic net sales +3.8% YoY (price +4.4pp, volume/mix -0.6pp)
• ·FY2026 outlook: Adjusted EPS $1.98-$2.10; effective tax rate ~25%; interest expense ~$920M; other income ~$200M; Free Cash Flow Conversion ~100%
• ·Remaining share repurchase authorization: $1.5 billion as of March 28, 2026
• ·2025 net sales: ~$25 billion

06-05-2026

Anavex Life Sciences Corp. appointed Terrie Kellmeyer, PhD, former Senior Vice President of Clinical Development, as Interim Chief Executive Officer following the departure of President and CEO Christopher Missling, PhD, on April 30, 2026. Dr. Kellmeyer will advance the company's pipeline, including lead candidate oral blarcamesine for early Alzheimer’s disease, leveraging her extensive experience in regulatory submissions and clinical development. The company highlighted a strong cash balance with no long-term debt but disclosed a delay in filing its Form 10-Q for the quarter ended March 31, 2026, via a Form 12b-25 extension.

• ·CEO departure and board resignation requested on April 30, 2026
• ·Form 10-Q extension via Form 12b-25 for quarter ended March 31, 2026
• ·Planned conference call and webcast for second quarter 2026 financial results

06-05-2026

Littelfuse reported Q1 2026 net sales of $657 million, up 19% YoY (organic +9%), with all segments growing: Electronics +18%, Transportation +5% (organic +1%), and Industrial +45% driven by the Basler acquisition. GAAP diluted EPS rose to $2.96 from $1.75, with adjusted EBITDA margin expanding 280 bps to 22.9%; cash flow from operations was $80 million, up 22% YoY. However, Transportation saw flat organic growth (+1%) due to lower commercial vehicle sales (-1% organic) and the exit of the marine business, partially offset by passenger vehicle strength.

• ·Q2 2026 guidance: Net sales $690-710 million (+14% YoY), adjusted diluted EPS $3.65-$3.85.
• ·GAAP operating margin 15.4% (+270 bps YoY); Adjusted EBITDA margin 22.9% (+280 bps YoY).
• ·Investor Day scheduled for May 14, 2026 in New York City.
• ·Cash dividend payment of $0.75 per share on June 4, 2026 to shareholders of record May 21, 2026.

06-05-2026

SolarEdge reported Q1 2026 revenues of $310.5 million, reflecting 46% YoY growth but down 7.4% QoQ from $335.4 million, with Non-GAAP gross margin slightly expanding to 23.5% from 23.3%. GAAP operating loss widened to $55.0 million from $48.3 million QoQ, though net loss narrowed significantly to $57.4 million from $132.1 million, supported by $24.4 million in operating cash flow. Q2 guidance anticipates revenues of $325-355 million, up QoQ, with Non-GAAP gross margin of 23-27%.

• ·Cash flow from operating activities: $24.4 million (down from $52.6 million QoQ)
• ·Free cash flow: $20.7 million (down from $43.3 million QoQ)
• ·Q2 2026 guidance: Revenues $325-355 million; Non-GAAP OpEx $86-91 million

06-05-2026

06-05-2026

FibroBiologics, Inc. entered into an At The Market Offering Agreement (ATM Offering) with H.C. Wainwright & Co., LLC on May 1, 2026, to issue and sell shares of its common stock. On May 5, 2026, the company filed an updated prospectus supplement increasing the maximum aggregate offering price to $7,500,000. To date, 71,830 shares of common stock have been sold under the agreement.

• ·Shelf registration statement on Form S-3 (Registration No. 333-284663) filed February 3, 2025, and declared effective February 10, 2025.
• ·Prospectus supplement filed with the SEC on May 1, 2026.
• ·Opinion and consent of counsel Sichenzia Ross Ference Carmel LLP filed as Exhibits 5.1 and 23.1.

06-05-2026

06-05-2026

J&J Snack Foods reported Q2 FY2026 net sales of $344.8M, down 3.2% YoY primarily due to anticipated bakery business reductions, while gross profit rose 3.8% to $99.3M with margin expansion to 28.8% from 26.9% driven by Project Apollo initiatives. Operating income fell 70.1% to $1.8M due to $6.5M in non-recurring plant closure costs, but adjusted operating income increased 8.7% to $9.6M and adjusted EBITDA grew 9.5% to $28.7M. Segment results were mixed: Frozen Beverages sales up 3.1%, Food Service down 5.0%, and Retail Supermarket down 4.1% with operating loss.

• ·$28M remaining under $50M share repurchase program as of March 28, 2026
• ·Non-recurring plant closure costs of $6.5M, including $4.1M non-cash
• ·Conference call on May 6, 2026 at 10:00 a.m. Eastern Time

06-05-2026

Performance Food Group reported third-quarter fiscal 2026 net sales up 6.4% YoY to $16.3 billion and Adjusted EBITDA up 6.6% to $410.6 million, driven by total case volume growth of 4.4% and strong Independent Foodservice volume up 7.3%; Convenience segment excelled with sales up 8.7% and Adjusted EBITDA up 34.1%. However, net income declined 28.5% to $41.7 million, Diluted EPS fell 27.0% to $0.27, and Specialty Adjusted EBITDA decreased 5.6% to $73.5 million. For the first nine months, net sales rose 7.4% to $49.8 billion with Adjusted EBITDA up 10.0% to $1,341.9 million and robust operating cash flow of $1,071.9 million, though net income dropped 5.6% to $197.0 million; the company tightened its FY2026 guidance range.

• ·Product cost inflation was approximately 4.5% for Q3 and first nine months FY2026.
• ·Q3 FY2026 effective tax rate was 25.4% vs. 25.8% prior year quarter.
• ·First nine months FY2026 effective tax rate was 25.4% vs. 26.0% prior year period.
• ·Less than 0.1 million shares repurchased for $1.2 million at average $83.11 per share; $498.8 million remains available under $500 million program expiring May 27, 2029.
• ·Independent sales were 41.5% of total Foodservice sales in Q3 FY2026.

06-05-2026

Lifecore Biomedical reported Q1 2026 revenues of $23.2 million, down 34% YoY from $35.2 million, with gross profit margin declining to 19% from 28%, driven by drops in CDMO (-24%) and HA manufacturing (-48%) segments. However, operating expenses fell 52% to $9.1 million, generating $4.7 million in operating cash flow and $3.6 million in free cash flow, while Adjusted EBITDA was $1.0 million (down from $5.7 million); the company signed three new commercial site transfer programs and reaffirmed 2026 guidance of $120-125 million in revenue and $20.5-25 million in Adjusted EBITDA.

• ·Completed multiple audits positively from new prospects, customer expansions, and international regulators.
• ·Q1 2026 cash and equivalents: $20.8M; total current assets: $77.6M.
• ·Goal of 12% revenue CAGR and EBITDA margins >25% by end of 2029.

06-05-2026

Fiserv reported total revenue of $5,027 million for the three months ended March 31, 2026, down 2% YoY from $5,130 million, with Processing and services revenue up slightly by 1% to $4,070 million while Product revenue declined 12% to $957 million. Operating income fell sharply 34% YoY to $918 million due to higher expenses, resulting in net income attributable to Fiserv of $571 million, down 33% from $851 million. The balance sheet remained stable with total assets increasing 1% QoQ to $80,548 million from December 31, 2025.

• ·Net cash used in investing activities improved to $(201) million from $(925) million YoY.
• ·Net cash used in financing activities was $(923) million vs $627 million provided YoY.
• ·Cash and cash equivalents on consolidated statements of cash flows ended at $2,250 million, down from $2,802 million at Dec 31, 2025.
• ·Capital expenditures increased to $458 million from $335 million YoY.
• ·Treasury stock purchases were $240 million vs $2,352 million YoY.

06-05-2026

06-05-2026

Runway Growth Finance Corp. announced the declaration of a second quarter 2026 regular dividend of $0.33 per share by its board of directors on May 5, 2026. The dividend is payable on or about June 2, 2026 to stockholders of record as of the close of business on May 18, 2026. This routine quarterly distribution reflects ongoing shareholder returns with no comparative performance metrics provided.

• ·Securities registered: Common Stock (RWAY), 7.50% Notes due 2027 (RWAYL), 7.25% Notes due 2031 (RWAYI), 9.00% Notes due 2027 (SWKHL) on Nasdaq Global Select Market
• ·Press release attached as Exhibit 99.1, furnished under Item 7.01 (Regulation FD Disclosure)