S&P 500 Financials Sector SEC Filings — May 28, 2026

28-05-2026

SBC Medical Group Holdings Inc filed a DEF 14A proxy statement on May 28, 2026, soliciting proxies for its virtual 2026 annual meeting of stockholders to be held on July 9, 2026 (JST). The board recommends voting FOR seven proposals, including the election of director nominees, ratification of MaloneBailey, LLP as auditor for FY2026, and several charter amendments (eliminating plurality voting for directors, removing 'for cause' removal restriction, opting out of DGCL Section 203, providing officer exculpation, and other technical amendments). The record date is May 20, 2026, with 102,576,943 shares of common stock outstanding (net of 270,000 shares held by a wholly-owned subsidiary).

• · Annual meeting will be held virtually on Thursday, July 9, 2026 at 9:00 a.m. JST (8:00 p.m. ET on July 8, 2026).
• · Record date for voting is May 20, 2026.
• · Board recommends voting FOR: (1) election of director nominees; (2) ratification of MaloneBailey, LLP as independent auditor for fiscal year ending December 31, 2026; (3) amendment to eliminate plurality voting for directors; (4) amendment to eliminate 'for cause' removal restriction; (5) amendment to opt out of DGCL Section 203; (6) amendment to provide officer exculpation; (7) other technical charter amendments.
• · Shares held in street name will only be voted by brokers without instructions on Proposal 2 (auditor ratification) — not on other proposals.

28-05-2026

ENDRA Life Sciences Inc. entered into a securities purchase agreement on May 27, 2026, to raise approximately $3.8 million in gross proceeds through a private placement of 578,387 shares (or prefunded warrants) and warrants to purchase up to 1,156,774 shares at $6.57 per share. The company concurrently entered into a side letter agreement that restricts use of the proceeds and grants the investor board observer rights, while also requiring a cash balance equal to the purchase price in a segregated account until a strategic alternative is closed or a payment obligation is met. However, the company remains non-compliant with Nasdaq's minimum stockholders' equity requirement (reporting $2.26 million as of December 31, 2025), and while it believes the offering brings equity above $2.5 million, it is awaiting formal Nasdaq confirmation and faces delisting risk if the Panel disagrees.

• · The private placement includes prefunded warrants exercisable at $0.0001 per share and common warrants exercisable at $6.57 per share.
• · Exercisability of 324,372 prefunded warrant shares and all common warrants is contingent on stockholder approval.
• · The side letter requires the company to maintain a cash balance equal to the purchase price in a segregated bank account until a strategic alternative closes or the payment obligation is paid.
• · The company has granted the investor the right to designate one board observer.
• · The company received a Nasdaq delisting notice on April 20, 2026, due to stockholders' equity of $2,260,120, below the $2.5 million minimum.
• · The company has requested a hearing before the Nasdaq Hearings Panel, which stays delisting pending a decision.

28-05-2026

Entrata, Inc. filed an S-1 registration statement with the SEC on May 28, 2026, for an initial public offering of its Class A common stock. The filing highlights significant risk factors including potential inaccuracies in operating metrics, complex tax issues, and the impact of stock-based compensation expenses. The company is an emerging growth company and its independent auditor is not required to attest to internal controls until after it ceases to be an emerging growth company.

• · The filing discusses performance stock options that vest based on market conditions tied to the majority owner's rate of return.
• · The company may be subject to a 1% excise tax on future stock repurchases under the Inflation Reduction Act.
• · The OECD released a 'side-by-side' package on January 5, 2026, that generally exempts U.S. multinationals from the global 15% minimum tax.
• · The company's operating metrics include number of units on its Operating System and ARPU, which may differ from third-party estimates.

28-05-2026

Coherus Oncology, Inc. filed a DEFA14A supplement to its proxy statement on May 27, 2026, announcing the adjournment of its 2026 Annual Meeting of Stockholders to May 29, 2026, to ensure all votes are counted on Proposal No. 4, which seeks approval to reduce the exercise price of certain outstanding stock options. If approved, eligible options held by service providers will be repriced to the closing trading price on May 29, 2026, and their term extended by 10 years; however, if a holder terminates service or exercises options before May 29, 2027, the exercise price will revert to the original price. The filing does not provide financial results or period-over-period comparisons, but the adjournment and repricing terms introduce uncertainty and potential dilution concerns.

• · The Annual Meeting was convened on May 27, 2026, with a quorum present, and voting was completed on Proposal Nos. 1, 2, 3, and 5.
• · Proposal No. 4 requires approval by holders of a majority of shares cast (excluding abstentions and broker non-votes).
• · If approved, the repricing will apply to 'Eligible Options' held by 'Service Providers' as defined in the proxy statement.
• · The term of all Eligible Options will be extended for 10 years from May 29, 2026.
• · If a holder terminates service or exercises options before May 29, 2027, the exercise price will automatically revert to the original exercise price.
• · No further votes will be solicited for the proposals already approved at the Annual Meeting.

28-05-2026

On May 28, 2026, Artificial Intelligence Technology Solutions Inc. (AITX) filed an 8-K to announce a press release titled 'AITX's RAD Construction Momentum Continues with Additional RIO and ROSA Orders,' indicating continued demand for its robotic security solutions. The filing does not provide any financial figures or performance metrics, so no positive or negative trends can be assessed.

• · The press release is attached as Exhibit 99.1 to the 8-K filing.
• · The filing is furnished under Item 8.01 and is not deemed filed for Exchange Act purposes.
• · The company's principal executive offices are located at 10800 Galaxie Avenue, Ferndale, Michigan 48220.

28-05-2026

GameStop Corp. filed a Rule 425 communication updating its proposed acquisition of eBay Inc. for $125 per share in a cash-and-stock combination, following a non-binding proposal delivered on May 3, 2026. Chairman and CEO Ryan Cohen posted a blank or minimal message on X (reposted twice) relating to the transaction, which triggered this filing. GameStop currently owns 25,000 eBay shares directly and has derivative exposure to 33,497,000 additional shares via put/call option pairs expiring February 23, 2028, pending HSR Act clearance. No definitive agreement has been reached, and the proposal remains subject to eBay board engagement, regulatory approvals, and shareholder approvals.

• · The put/call option pairs expire February 23, 2028 and are only cash-settlable until the HSR Act Condition is satisfied.
• · GameStop's non-binding proposal was delivered to eBay's board on May 3, 2026.
• · GameStop's 2026 Annual Meeting of Stockholders is scheduled for July 7, 2026 at 10:00 a.m. CDT.
• · The proxy statement for the 2026 annual meeting was filed on May 22, 2026 and includes details on a proposed CEO Performance Award.
• · Ryan Cohen made two X posts on May 27, 2026 related to the transaction, both appearing to contain blank or minimal content.

28-05-2026

New Horizon Aircraft Ltd. announced the closing of a registered direct offering, raising gross proceeds of approximately $25 million through the sale of 9,960,160 Class A Ordinary Shares (or equivalents) to institutional investors. The net proceeds will be used to fully fund the completion of the Cavorite X7 prototype and advance the program toward testing, certification, and commercial production. The offering was led by Titan Partners, a division of American Capital Partners.

• · The offering was conducted under a shelf registration statement on Form S-3 (File No. 333-285000) initially filed on February 14, 2025, and declared effective on March 25, 2025.
• · The same institutional investors from the May 8, 2026 offering participated in this transaction.
• · Titan Partners acted as the sole placement agent.
• · The company is an emerging growth company and has elected not to use the extended transition period for complying with new or revised financial accounting standards.

28-05-2026

Trico Bancshares filed an 8-K on May 28, 2026, announcing amendments and restatements to its Bylaws, effective May 21, 2026. The amendments cover governance provisions including shareholder meeting procedures, director nominations, and voting rights. No financial or operational metrics were disclosed in this filing.

• · The Bylaws were amended and restated as of May 21, 2026.
• · Shareholders holding at least 10% of voting shares may call a special meeting.
• · Shareholders are not entitled to cumulative voting in director elections.
• · The principal executive office is located at 63 Constitution Drive, Chico, California.
• · The Board may postpone, reschedule, or cancel any previously scheduled annual meeting for any reason.
• · Any shareholder soliciting proxies must use a proxy card color other than white, which is reserved for the Board.

28-05-2026

Investcorp AI Acquisition Corp. (IVCAF) reported a net loss of $6,823 for the three months ended September 30, 2025, compared to a net loss of $229,238 in the same period last year, a significant improvement. However, for the nine-month period, the company swung to a net loss of $617,140 from net income of $1,786,538 in the prior year, driven by a sharp decline in interest earned on trust investments and negative changes in warrant liability fair value. The company's cash position has been nearly depleted, falling to $1 as of September 30, 2025, from $1,032,598 at year-end 2024, primarily due to shareholder redemptions.

• · The company's total assets fell from $18,551,591 at Dec 31, 2024 to $478,041 at Sep 30, 2025, a 97.4% decline.
• · Shareholders' deficit improved from ($4,673,876) at Dec 31, 2024 to ($727,252) at Sep 30, 2025, primarily due to a $5,043,861 deemed capital contribution from sponsor debt forgiveness.
• · Redeeming shareholders payable of $155,957 was recorded as of Sep 30, 2025, reflecting additional pending redemptions.
• · The company had only 26,021 Class A redeemable shares outstanding at Sep 30, 2025, down from 1,475,380 at Dec 31, 2024, indicating massive redemptions.
• · Basic and diluted net loss per share for non-redeemable shares was ($0.00) for Q3 2025 vs ($0.02) for Q3 2024, and ($0.09) for 9M 2025 vs $0.12 income for 9M 2024.
• · Net cash used in operating activities was $2,209,328 for 9M 2025, compared to $683,575 for 9M 2024, a 223% increase in cash burn.
• · The company received $1,046,172 from a working capital loan from Sponsor in 9M 2025 (none in 9M 2024).

28-05-2026

Braemar Hotels & Resorts Inc. appointed Eric Batis to its Board of Directors on May 21, 2026, to serve until the next annual meeting. Concurrently, directors Stefani Danielle Carter and Rebecca Musser resigned effective the same date, with no disagreements cited. No additional compensation or material transactions were reported for Mr. Batis.

• · Mr. Batis was not appointed to any committee at the time of his appointment.
• · Mr. Batis serves as COO of Ashford Inc., overseeing day-to-day operations.
• · No additional compensation will be paid to Mr. Batis for his board duties.
• · Resignations of Carter and Musser were not due to any disagreement with the company.

28-05-2026

Ares Management Corp's subsidiary Ares Holdings L.P. entered into Amendment No. 14 to its Sixth Amended and Restated Senior Credit Agreement, dated May 21, 2026, with JPMorgan Chase Bank as Agent and a syndicate of 25 lenders. The amendment modifies the credit agreement and replaces Schedule C-1 (Revolver Commitments), with adjustments to lender commitments and outstanding advances. No specific financial amounts or material changes to terms are disclosed in the filing.

• · The amendment was executed on May 21, 2026, and filed on May 28, 2026.
• · The credit agreement was originally dated April 21, 2014, and has been amended 14 times.
• · The amendment replaces Schedule C-1 (Revolver Commitments) and adjusts lender commitments and outstanding advances pro rata.
• · The borrower represents that no Event of Default or Unmatured Event of Default exists.
• · The amendment is governed by New York law and includes a jury trial waiver.
• · The filing includes a blacklined version of the amended credit agreement as Annex I and the new Schedule C-1 as Annex II, but these are not publicly available in the filing text.

28-05-2026

Cartesian Growth Corporation III shareholders approved the business combination with Factorial Inc., a solid-state battery technology leader. The combined company will be renamed Factorial Energy Inc. and is expected to trade on Nasdaq under tickers "FAC" and "FACWW". The closing is subject to customary conditions, and no financial terms or performance metrics were disclosed in this filing.

• · Factorial's commercial partnerships include Mercedes-Benz, Stellantis, Hyundai Motor Company, and Kia Corporation.
• · Factorial is backed by In-Q-Tel, a strategic investor for the U.S. national security community and allies.
• · The business combination was approved at an extraordinary general meeting of CGCT shareholders on May 27, 2026.
• · The combined company's shares and warrants are expected to trade under tickers "FAC" and "FACWW".

28-05-2026

NewHold Investment Corp. III (NHICW) announced a definitive business combination agreement with NewCleo Ltd., a UK-based nuclear technology company developing lead-cooled fast reactors and mixed-oxide fuel capabilities. The transaction will be effected through a series of mergers, resulting in NewCleo becoming the publicly listed parent company. While the deal represents a significant strategic milestone, it is subject to shareholder approval, regulatory clearances, and other closing conditions, and NewCleo remains in an early stage of development with no commercial operations.

• · The Business Combination Agreement was entered into on May 26, 2026.
• · The transaction structure involves two sequential mergers: first Merger Sub 1 merging into NewHold, then the surviving company merging into Merger Sub 2, with Merger Sub 2 as the surviving entity and wholly owned subsidiary of NewCleo.
• · NewHold's securities trade on Nasdaq under symbols NHICU (units), NHIC (Class A ordinary shares), and NHICW (warrants).
• · NewHold is an emerging growth company and has elected not to use the extended transition period for complying with new financial accounting standards.
• · The filing includes exhibits: an email from the SPAC's CEO, a Wall Street Journal article, and LinkedIn posts from the SPAC, the Company, and the Company's Founder and CEO, all dated May 27, 2026.
• · NewCleo is a private limited company incorporated in England and Wales, and will re-register as a public limited company.
• · The securities to be issued by NewCleo in connection with the transaction have not been registered under the Securities Act, except pursuant to the Registration Statement once declared effective by the SEC.

28-05-2026

Nature's Miracle Holding Inc. (NMHIW) entered into a Settlement Agreement on May 19, 2026, with 1800 Diagonal Lending LLC to resolve claims of default on four convertible promissory notes totaling approximately $791,323.32. The settlement reduces the obligation to $575,000, payable through a combination of cash installments and conversion rights, and requires NMHI to reserve 222,000,000 shares of common stock for 1800 Diagonal. While the settlement avoids further litigation and reduces the debt by about 27%, the company faces significant cash payment obligations through November 2026 and must increase its authorized share capital by July 31, 2026, indicating ongoing financial strain.

• · The settlement reduces the total debt from $791,323.32 to $575,000, a reduction of approximately 27.3%.
• · NMHI must reserve 222,000,000 shares of common stock exclusively for 1800 Diagonal and increase authorized share capital by July 31, 2026.
• · The first $50,000 payment is due within 5 business days of the agreement (by May 27, 2026) and is an absolute condition with no cure period.
• · The September Note requires installment payments of $50,000 on July 15, August 15, September 15, October 15, and $25,000 on November 15, 2026.
• · The October Note requires an additional $50,000 payment by June 15, 2026.
• · Default interest rate on the Notes is 22% per annum.
• · The Court retains jurisdiction to enforce the Settlement Agreement.
• · Upon full payment or conversion, the Notes will be cancelled and the Action dismissed.

28-05-2026

IWAC Holding Co Inc. filed its 10-K annual report for the year ended December 31, 2025, showing minimal operations with only $1 in cash and total assets of $300. The company reported a net loss of $35,310 for 2025, widening from a $32,021 loss in the prior period (August 8, 2024 inception through December 31, 2024), driven entirely by general and administrative expenses. Total liabilities increased to $67,331 from $32,021, resulting in a deepened shareholders' deficit of ($67,031) versus ($31,721) at the end of 2024.

• · The company has no plans to pay cash dividends on Pubco Shares for the foreseeable future.
• · General and administrative expenses were $35,310 in 2025, up from $32,021 in the prior period.
• · Basic and diluted net loss per share was ($35.31) in 2025 versus ($32.02) in the prior period.
• · The company had no cash flows from operating or investing activities in either period.
• · Non-cash investing and financing activities included $200 in equity contributions in-kind in 2024 and a $99 subscription receivable from a related party.
• · The effective income tax rate was 0.0% for both periods due to a full valuation allowance.

28-05-2026

LiqTech International, Inc. is filing an S-1/A for an underwritten public offering of up to 11,111,111 shares (or up to 12,777,777 shares if the over-allotment is exercised in full). The company recently issued $1.1 million in 9.09% OID notes (with $1.0 million net proceeds) to affiliates of Bleichroeder L.P. and Laurence W. Lytton for working capital. Net proceeds from the offering will be used to repay $3.0 million in Senior Promissory Notes (after a concurrent private placement cancellation of $3.0 million of that debt), repay the $1.1 million OID notes, and for general corporate purposes.

• · LiqTech operates in Denmark, the U.S., and China with locations in Copenhagen, Hobro, Fort Worth, Texas, and Nantong.
• · The public offering price is not yet set; the assumed price of $1.80 per share is based on the last reported sale on Nasdaq on May 22, 2026.
• · The underwriter will receive warrants exercisable at 125% of the public offering price, expiring three years after sales commence.
• · The company is a 'smaller reporting company' with scaled disclosure requirements.
• · Pre-funded warrants may be offered to purchasers that would otherwise exceed 4.99% or 9.99% beneficial ownership.
• · The lock-up period for directors and officers extends through 90 days after closing, subject to waiver by the underwriter.

28-05-2026

Pyxis Tankers Inc. filed an F-1 registration statement on May 28, 2026, covering financial data for fiscal years 2022 through 2025. The company operates a fleet of product tankers and dry bulk vessels, with revenue generated from spot voyage charters and time charters. While the filing shows fleet expansion through newbuilding contracts, it also reveals significant customer concentration risk and a decline in time charter revenue in 2025 compared to 2024.

• · The filing includes financial data for fiscal years 2022, 2023, 2024, and 2025.
• · The company has a Series A Convertible Preferred Stock outstanding.
• · Related party transactions include a promissory note and amounts due from Mr. Valentis.
• · Vessel acquisitions occurred in 2023 (Pyxis Malou, Konkar Ormi, Pyxis Epsilon) and 2024 (Konkar Venture).
• · Newbuilding contracts were signed with Jiangsu New Yangzi Shipbuilding in June 2024 for vessels under construction.
• · Secured loan agreements exist for multiple vessel-owning subsidiaries (Seventhone Corp., Tenthone Corp., Eleventhone Corp., Dryone Corp., Drythree Corp.).
• · Customer concentration: Charterer A, B, C, D, E, and F are significant revenue sources.
• · The company has both spot voyage charters and time charters.

28-05-2026

News Corp filed an 8-K to disclose daily repurchase transaction information provided to the ASX under its $1B stock repurchase program. The filing includes forward-looking statements regarding future repurchases, subject to market conditions and other risks.

• · The repurchase program covers both Class A and Class B common stock.
• · Disclosure to ASX is required on a daily basis for any transactions under the program.
• · Exhibits 99.1 and 99.2 contain the ASX information provided on specific dates.

28-05-2026

Charlton Aria Acquisition Corp (CHARU) reported net income of $2,982,042 for the year ended December 31, 2025, a significant increase from $266,838 in the prior period (March 22, 2024 inception through December 31, 2024). However, the company remains a shell company with no operations, and its cash balance declined sharply from $447,419 to $5,135, while operating cash flow was negative at ($543,165). The accumulated deficit widened to ($1,885,464) from ($1,293,097).

• · The company is a shell company with no operations, classified as an emerging growth company and a non-accelerated filer.
• · Basic and diluted net income per share for both redeemable and non-redeemable shares was $0.27 in FY2025, up from $0.07 in the prior period.
• · Total assets increased to $89,457,824 as of Dec 31, 2025 from $86,326,908 as of Dec 31, 2024, driven by Trust Account growth.
• · Total liabilities increased to $1,898,508 as of Dec 31, 2025 from $1,749,634 as of Dec 31, 2024.
• · Shareholders' deficit worsened to ($1,885,217) as of Dec 31, 2025 from ($1,292,850) as of Dec 31, 2024.
• · The company had a working capital loan from a related party of $100,881 as of Dec 31, 2025, which was not present at Dec 31, 2024.
• · Deferred underwriting commission payable remained unchanged at $1,700,000.
• · The company's securities are listed on NASDAQ under symbols CHARU (units), CHAR (Class A shares), and CHARR (rights).

28-05-2026

Transglobal Management Group, Inc. (TMGI) acquired Continuum Software Technologies, Inc. (CSTI) on March 20, 2026, in a share exchange transaction. TMGI issued 50,645,000 shares of restricted common stock to CSTI shareholders in exchange for all outstanding CSTI shares, making CSTI a wholly owned subsidiary. The acquisition provides TMGI with a cloud-based golf management software platform, but the filing does not disclose any financial terms, revenue, or profitability of CSTI, and the transaction resulted in significant dilution to existing TMGI shareholders (TMGI had only 12,702,045 common shares outstanding prior to the deal).

• · The acquisition is intended to qualify as a tax-free reorganization under Section 368(a) of the Internal Revenue Code.
• · The Exchange Shares were issued in reliance on exemptions from registration under Section 4(2) of the Securities Act and Rule 501 of Regulation D, as all CSTI shareholders are accredited investors or have sufficient financial knowledge.
• · No underwriting discounts or commissions were paid in connection with the share issuance.
• · TMGI's common stock is quoted on the OTC Markets under the symbol 'TMGI'.
• · The filing does not disclose any revenue, net income, or other financial metrics for CSTI or the combined entity.

28-05-2026

HP Inc. reported total net revenue of $14.4 billion for Q2 FY2026 (three months ended April 30, 2026), up 9% from $13.2 billion in the prior-year quarter, driven by strong Personal Systems growth (+13%). Net earnings rose 10.8% to $450 million (from $406 million). However, earnings from operations declined 6.4% to $612 million (from $654 million) due to a surge in restructuring charges ($365 million vs. $122 million), and the Printing segment's earnings from operations fell 4.6% year-over-year, partially offsetting the positive momentum in Personal Systems.

• · Cash, cash equivalents and restricted cash decreased slightly to $3.70B (from $3.71B at Oct 31, 2025).
• · Accounts receivable rose 7.6% to $6.13B from $5.69B, while inventory increased 8.1% to $9.20B from $8.51B.
• · Operating cash flow for the first six months was $1.31B, up sharply from $0.41B in the prior-year period.
• · The company repurchased $425M of common stock in the first six months (vs. $200M a year ago) and paid $551M in dividends (vs. $546M).
• · Stockholders' deficit improved to -$144M from -$346M at October 31, 2025, largely due to retained earnings improvement.
• · Restructuring and other charges for the six-month period were $491M, up from $192M a year ago.
• · Consumer Printing revenue declined 9.6% YoY to $273M for the quarter, and 8.7% YoY to $556M for the six-month period.
• · Supplies revenue (Printing segment) was essentially flat: $2.75B vs $2.73B for the quarter.
• · Commercial Printing revenue was virtually flat: $1.168B vs $1.167B for the quarter.
• · AOCI (Accumulated Other Comprehensive Loss) worsened to -$501M from -$457M at October 31, 2025.
• · Provision for taxes decreased significantly: $43M vs $100M for the quarter, a 57% decline.

28-05-2026

American Clean Resources Group, Inc. (ACRG) filed a Form 8-K on May 28, 2026, under Items 8.01 (Other Events) and 9.01 (Financial Statements and Exhibits). The filing contains forward-looking statements regarding the company's business and proposed joint venture activities, but does not disclose any specific financial results, material agreements, or operational metrics. No exhibits were attached to the report.

• · The filing includes cautionary language about forward-looking statements related to business and proposed joint venture activities.
• · No financial statements or exhibits were provided with this 8-K filing.
• · The company's common stock trades under the symbol ACRG with a par value of $0.001 per share.
• · The company is incorporated in Nevada and headquartered in Lakewood, Colorado.

28-05-2026

GigCapital7 Corp. completed its business combination with Hadron Energy, effective May 22, 2026, after shareholder approval on May 7, 2026. The combined company, now named Hadron Energy, Inc., will trade on Nasdaq under symbols 'HDRN' (common stock) and 'HDRNW' (warrants) starting May 26, 2026. Hadron Energy is a pioneer in MMR (Micro Modular Reactor) technology, developing the Halo MMR for 10 MWe continuous power, targeting AI data centers and industrial hubs. No financial terms of the transaction were disclosed.

• · GigCapital7 units will cease trading as a separate security; each unit will separate into one share of common stock (HDRN) and one warrant (HDRNW).
• · Advisors: Cohen & Company Capital Markets (financial advisor to Hadron Energy), Duane Morris LLP (legal advisor to Hadron Energy), DLA Piper LLP (US) (legal advisor to GigCapital7).
• · Forward-looking statements caution about risks including Nasdaq listing standards and sufficient capital for Hadron Energy's operations.

28-05-2026

Salesforce reported total revenues of $11.133B for Q1 FY27 (three months ended April 30, 2026), up 13.3% YoY from $9.829B, driven by subscription and support revenue growth of 13.9% to $10.593B. Net income rose 36.7% YoY to $2.107B, with diluted EPS increasing to $2.42 from $1.59. However, the company's total assets declined 5.0% sequentially to $106.680B from $112.305B, and stockholders' equity dropped sharply by 42.1% to $34.235B due to significant share repurchases ($27.366B) and dividends ($374M) during the quarter.

• · Accounts receivable dropped sharply from $14.339B (Jan 31, 2026) to $5.080B (Apr 30, 2026), a 64.6% decline, reflecting strong cash collections.
• · Cash and cash equivalents increased to $8.935B from $7.327B sequentially, while marketable securities rose to $2.902B from $2.238B.
• · Total debt increased significantly from $14.439B (Jan 31, 2026) to $39.280B (Apr 30, 2026), primarily due to new noncurrent debt issuance.
• · Goodwill increased to $59.291B from $57.941B sequentially, likely due to business combinations.
• · Restructuring expenses rose to $80M in Q1 FY27 from $36M in Q1 FY26, a 122.2% increase.
• · Gains on strategic investments were $558M in Q1 FY27 versus a loss of $63M in Q1 FY26.
• · Stock-based compensation was $859M in Q1 FY27, up from $817M in Q1 FY26.
• · The company repurchased 114 million shares for $27.366B during Q1 FY27, compared to 10 million shares for $2.692B in Q1 FY26.

28-05-2026

Hanmi Financial Corp (HAFC) held its 2026 Annual Meeting on May 27, 2026, where shareholders voted on four items, including the election of ten directors, an advisory vote on executive compensation, approval of the 2026 Employee Stock Purchase Plan (ESPP), and ratification of Crowe LLP as auditor. All proposals passed with strong support; however, director Gideon Yu resigned from the Board effective May 22, 2026, prior to the meeting, and did not stand for reelection. The resignation was not due to any disagreement with the company.

• · Gideon Yu resigned from the Board of Hanmi Financial Corporation and Hanmi Bank effective May 22, 2026, and did not stand for reelection at the 2026 Annual Meeting.
• · Yu had served on the Board since 2021 and was a member of the Nominating and Corporate Governance Committee and Risk, Compliance and Planning Committees at the time of his resignation.
• · The 2026 Employee Stock Purchase Plan (ESPP) was approved by shareholders with 24,886,127 votes 'For', 12,400 'Against', and 5,448 'Abstain' (excluding broker non-votes).
• · Advisory vote on executive compensation received 24,534,573 'For', 361,059 'Against', and 8,343 'Abstain' (excluding broker non-votes).
• · Ratification of Crowe LLP as auditor for FY 2026 received 26,350,596 'For', 68,179 'Against', and 2,224 'Abstain' (no broker non-votes for this proposal).

28-05-2026

GridAI Technologies Corp. (formerly Entero Therapeutics, Inc.) filed an S-1 registration statement on May 27, 2026 for the resale of up to 6,204,920 shares of common stock by selling stockholders. The shares are primarily issuable upon exercise of warrants from May 2026 private placements, and the company itself will receive no proceeds from the resale (only from warrant exercises). The company has transformed into a diversified technology and life sciences firm focused on AI-data center energy optimization (via Grid AI Corp.), while maintaining a legacy biopharmaceutical program (Adrulipase). It disposed of its ImmunogenX unit on Dec 31, 2025 and has no revenue from its new AI platform, carrying significant risks and high reliance on future development.

• · GridAI acquired Grid AI Corp. on September 30, 2025, gaining 75% ownership of AMPX UK Holdings.
• · Company name changed from Entero Therapeutics to GridAI Technologies on December 1, 2025; ticker changed from ENTO to GRDX.
• · 1-for-3 reverse stock split effective August 18, 2025, applied retroactively to per share figures.
• · ImmunogenX was disposed of on December 31, 2025, resulting in the discontinuation of Latiglutenase and CypCel programs.
• · Company's legacy biopharmaceutical program (Adrulipase) continues, but no revenue is generated from the new AI data center platform.
• · May 2026 private placements occurred under Securities Purchase Agreements dated May 8, 11, and 12, 2026.
• · The S-1 also covers shares from pre-funded warrants and common warrants issued in those placements.

28-05-2026

Devon Energy's 2026 Proxy Statement details the transformational merger with Coterra, creating a company with greater scale and a world-class Delaware Basin asset. The combined entity expects to capture $1 billion in sustainable pre-tax synergies by the end of 2027, on top of $1 billion in annual pre-tax free cash flow improvements from a prior optimization program. The Board recommends voting FOR all director nominees, ratification of KPMG as auditor, and approval of executive compensation.

• · The Delaware Basin asset is expected to generate more than half of total production and cash flow, backed by over a decade of top-tier drilling inventory.
• · The merger enhances geographic diversity and capital allocation optimization through commodity cycles.
• · In 2025, Devon's production outperformed expectations, with oil volumes surpassing the top end of guidance; capital efficiency significantly improved and exceeded industry averages.
• · The record date for the annual meeting is May 18, 2026, and the meeting will be held virtually on June 30, 2026.
• · The Board consists of 11 directors: 6 from legacy Devon and 5 from legacy Coterra.

28-05-2026

Ministry Partners Investment Company, LLC held its Annual Meeting on May 14, 2026, where equity owners approved the election of Conor Delaney to the Board of Managers for a three-year term ending in 2029. Separately, the Board consented to a privately negotiated transaction allowing HIS Kingdom Holdings LLC to purchase 11,905 Class A Common Units and 11,905 Series A Preferred Units from Navy Federal Credit Union, with an anticipated closing by June 30, 2026. The filing contains no financial results or period-over-period comparisons, so no positive or negative performance metrics are available.

• · Conor Delaney is founder of Good Life Companies and Good Life Advisors, LLC, a registered investment advisory firm.
• · Timothy Newell, a current Board member, serves as a manager of HIS Kingdom Holdings LLC, creating a related-party transaction.
• · The unit purchase transaction is subject to a letter of intent and is expected to close on or before June 30, 2026.

28-05-2026

ZRCN Inc. reported a net loss of $1,934M for Q1 FY26 (three months ended June 30, 2025), widening significantly from a net loss of $586M in the same period last year. Revenue grew modestly by 4.3% to $6,062M, but gross profit fell 41.4% to $1,378M due to a sharp increase in cost of sales. Cash decreased by $752M to $655M, and total assets declined 9.2% to $21,218M, while total equity attributable to ZRCN stockholders dropped 47.6% to $2,039M.

• · Operating loss widened to $1,640M from $438M in the prior year quarter.
• · Total operating expenses increased 8.2% to $3,018M, driven by a 28.5% rise in marketing and selling expenses to $1,160M.
• · Net cash used in operating activities was $42M, compared to net cash provided of $983M in Q1 FY25.
• · Inventory obsolescence impairment increased to $134M from $98M.
• · The company had a line of credit of $7,719M as of June 30, 2025, down from $8,413M at March 31, 2025.
• · Basic and diluted loss per share was $(0.20) versus $(0.07) in the prior year period.
• · Accumulated deficit grew to $(6,349)M from $(4,297)M at March 31, 2025.
• · Share-based compensation expense was $67M in Q1 FY26, compared to $0 in Q1 FY25.

28-05-2026

Alamo Group Inc. entered into a Fourth Amended and Restated Credit Agreement on May 27, 2026, replacing its existing credit facility. The new agreement provides aggregate commitments of up to $602,500,000 to finance working capital, general corporate purposes, and transaction fees. The facility is led by Bank of America as administrative agent, with Wells Fargo and PNC as co-syndication agents, and includes a revolving credit facility and term loan options.

• · The agreement amends and restates the Third Amended and Restated Credit Agreement dated October 28, 2022.
• · The facility includes a revolving credit facility and a term loan facility, with swingline and letter of credit subfacilities.
• · The agreement permits borrowings in multiple currencies including Canadian Dollars, Euros, Sterling, and Australian Dollars for letters of credit.
• · The agreement includes customary representations, warranties, affirmative and negative covenants, and events of default.
• · The borrower is Alamo Group Inc., a Delaware corporation, with certain subsidiaries acting as guarantors.

28-05-2026

Braze, Inc. reported Q1 FY26 revenue of $211.0M, up 30.2% YoY from $162.1M, and reduced its net loss attributable to Braze from $35.8M to $26.6M. However, the company's accumulated deficit grew to $744.7M, and it repurchased $50.0M of common stock during the quarter, contributing to a $50.3M reduction in total stockholders' equity.

• · Net loss per share improved from $(0.34) to $(0.24) YoY.
• · Deferred revenue increased to $342.5M from $304.6M at year-end, indicating strong billings.
• · Cash and cash equivalents rose to $145.3M from $124.3M at January 31, 2026.
• · Operating cash flow was $28.1M, up from $24.1M in the prior year quarter.
• · The company repurchased 1,716,000 shares of common stock for $50.0M during the quarter.
• · Stock-based compensation capitalized to internal-use software was $0.6M.
• · Goodwill remained essentially flat at $262.1M.
• · Intangible assets, net decreased to $58.4M from $61.5M due to amortization.

28-05-2026

Loop Industries reported a net loss of $2.7M for Q4 FY2026 (vs. net income of $6.9M in Q4 FY2025) and a full-year net loss of $12.3M (vs. $15.1M in FY2025), reflecting the absence of a prior-year $10.4M licensing royalty. However, the company reduced its estimated capital cost for the India facility to $165-170M from $190M, secured a non-dilutive C$2.92M grant from NRC IRAP, and lowered corporate overhead through expense reduction initiatives.

• · Q4 FY2026 revenues of $176K consisted entirely of engineering fees; no technology licensing revenue was recorded.
• · FY2026 revenues of $514K included $506K in engineering fees and $8K from sales of Loop™ PET resin.
• · Q4 FY2026 net loss of $2.7M compared to net income of $6.9M in Q4 FY2025, a swing of $9.6M.
• · FY2026 net loss improved 18.3% to $12.3M from $15.1M in FY2025, primarily due to a $8.5M decrease in impairment of equipment and $3.2M lower R&D expenses.
• · The India JV recorded a loss of $763K for FY2026 (50% share), up from $687K in FY2025.
• · Interest and other financial expenses increased $1.1M to $1.7M in FY2026.
• · The company expects the Infinite Loop™ India facility to be operational in calendar 2028.
• · Debt syndication for India project is progressing with term sheets received from international banks entering technical due diligence.
• · The European JV with Reed Societe Generale Group selected BASF Industriepark Lausitz in Schwarzheide, Germany as the site for its first facility.
• · The company received up to C$2.92M in non-repayable funding from NRC IRAP extending through October 2027.
• · No impairment was recognized in FY2026; the prior-year impairment of $8.5M related to termination of the SKGC joint venture in South Korea.

28-05-2026

Hormel Foods reported Q2 FY2026 results with net sales of $2.97B (+3% organic) and adjusted diluted EPS of $0.40, representing double-digit growth in adjusted earnings. However, GAAP EPS declined to $0.29 from $0.33 YoY due to a $61M loss on the sale of the whole-bird turkey business, and reported operating margin contracted to 7.3% from 8.6%, while adjusted operating margin improved to 9.9% from 9.1%. The company reaffirmed its full-year organic net sales growth of 1%-4% but lowered diluted EPS guidance to $1.28-$1.37 from $1.37-$1.46.

• · Retail segment volume declined 2% (organic basis), while net sales remained flat.
• · Foodservice segment delivered its 11th consecutive quarter of organic net sales growth, up 7%.
• · International segment organic net sales grew 5%, led by SPAM® exports and in-country China business.
• · SG&A expenses as a percentage of net sales increased to 10.7% from 8.7% in the prior year, partly due to the $61M loss on the turkey business sale; adjusted SG&A remained flat at 8.2%.
• · The company updated its full-year GAAP diluted EPS guidance downward to $1.28-$1.37 from $1.37-$1.46, while reaffirming adjusted diluted EPS guidance of $1.43-$1.51.
• · An audio webcast replay will be available until May 28, 2027.

28-05-2026

Axalta Coating Systems Ltd. entered into Amendment No. 1 to its Merger Agreement with Akzo Nobel N.V., modifying the transaction structure to include a second merger subsidiary (AkzoNobel Sub 2) and a second merger step for tax integration purposes. The amendment does not change the tax consequences for Axalta shareholders and leaves all other terms of the original Merger Agreement unchanged. The transaction remains subject to regulatory approvals and shareholder votes.

• · The amendment was entered into on May 27, 2026.
• · The original Merger Agreement was entered into on November 18, 2025.
• · The amendment provides for a second merger (Second Merger) immediately following the first merger, with AkzoNobel Sub 2 as the surviving company.
• · Independent directors jointly nominated by Axalta and AkzoNobel may be appointed as temporary replacement directors effective at closing or nominated for appointment at a subsequent general meeting.
• · The amendment is intended to optimize tax integration but does not change tax consequences for Axalta shareholders.
• · A registration statement on Form F-4 was filed with the SEC on May 27, 2026, including a preliminary proxy statement/prospectus.

28-05-2026

Yum China Holdings held its 2026 annual meeting on May 28, 2026, with 78.30% of outstanding shares represented. Stockholders elected all 12 director nominees, ratified KPMG as auditors, and approved advisory say-on-pay, a 20% share issuance authority, and a 10% share repurchase authority. Notably, director nominee Zhe (David) Wei received significant opposition with 40,671,110 against votes (16.0% of votes cast), while the share issuance proposal had 23,739,431 against (9.3% of votes cast), indicating some shareholder dissent.

• · The share repurchase authority (Proposal 5) passed with overwhelming support: 273,084,851 for, 937,367 against, 966,292 abstain, and no broker non-votes.
• · The auditor ratification (Proposal 2) also passed with strong support: 271,281,443 for, 3,248,096 against, 458,971 abstain.
• · All director nominees received majority support, but Zhe (David) Wei had the lowest for votes (213,355,257) and highest against (40,671,110), representing 16.0% against votes cast.
• · The share issuance authority (Proposal 4) had 230,114,158 for and 23,739,431 against, with 544,941 abstain.
• · The say-on-pay proposal (Proposal 3) had 231,279,153 for and 22,458,693 against, with 660,684 abstain.

28-05-2026

Dollar Tree reported total revenue of $4,975.8M for the 13 weeks ended May 2, 2026, up 7.2% from $4,639.7M in the prior-year period, driven by net sales growth of 7.2% to $4,970.5M. Operating income rose 23.2% to $473.3M from $384.1M, and diluted EPS from continuing operations increased to $1.76 from $1.47. However, the company's total comprehensive income declined slightly to $346.5M from $349.0M due to unfavorable foreign currency translation adjustments, and the company continued aggressive share repurchases, reducing outstanding shares by 5.5 million during the quarter.

• · Cash and cash equivalents increased to $1,007.3M as of May 2, 2026 from $717.8M as of January 31, 2026, but were essentially flat compared to $1,007.4M a year earlier.
• · Merchandise inventories decreased to $2,470.8M from $2,495.4M at year-end and from $2,704.0M a year ago.
• · Long-term debt, net, increased to $2,932.6M from $2,431.7M at year-end, reflecting $500.0M in new debt proceeds.
• · Shareholders' equity declined to $3,507.0M from $3,754.9M at year-end, primarily due to $594.8M in share repurchases.
• · Net cash provided by operating activities of continuing operations was $644.0M, up from $378.5M in the prior-year period.
• · Capital expenditures were $252.5M, slightly higher than $248.8M a year ago.
• · The company had no discontinued operations in the current period, compared to $29.9M of income from discontinued operations in the prior year.

28-05-2026

Burlington Stores reported strong Q1 FY2026 results with total sales up 14% YoY to $2,852M and comparable store sales up 6%, both exceeding guidance. Adjusted EPS grew 26% to $2.10, marking the 14th consecutive quarter of double-digit EPS growth. However, merchandise inventories rose 10% to $1,444M, and full-year comp sales guidance of 2%-4% implies a significant deceleration from Q1's 6% comp. The company raised full-year adjusted EPS guidance to $11.45-$11.80, representing 13%-16% growth.

• · Total debt at Q1 end was $1,917M, including $1,716M Term Loan and $186M Convertible Notes, with no ABL borrowings.
• · During Q1, the company repurchased $111M principal amount of its 1.25% Convertible Notes for $173M total ($129M cash + 150,831 shares).
• · Reserve inventory fell to 41% of total inventory from 48% a year ago, indicating less opportunistic buying relative to core stock.
• · Comparable store inventory increased 11% YoY, outpacing comp sales growth of 6%, potentially signaling inventory build.
• · Product sourcing costs rose 9.6% to $216M, slightly below sales growth rate.
• · Adjusted EBIT margin improved 20 bps to approximately 6.3% of sales (calculated: $179M/$2,852M).
• · The company opened 127 net new stores over the trailing twelve months, ending Q1 with 1,242 stores.
• · Q2 FY2026 guidance implies comp sales growth of just 1%-3%, a notable deceleration from Q1's 6% comp.
• · Full-year comp sales guidance of 2%-4% also represents a significant slowdown versus Q1's 6% comp.
• · FY2026 capex guidance of $875M and D&A of $465M imply net capex well above D&A, suggesting heavy investment spending.
• · Tax rate guidance for FY2026 of ~25% is materially higher than Q1's rate of 19.6% (adjusted 20.1%), which could pressure EPS in later quarters.
• · Effective tax rate in Q1 was 19.6%, down from 24.1% in Q1 FY2025, providing a tailwind to net income.

28-05-2026

IBM announced plans to invest more than $10B over the next 5 years to advance its leadership in quantum computing, including R&D, capex, ecosystem partnerships, manufacturing scaling, and M&A. The company has deployed over 90 quantum systems to date, more than all other industry players combined, and aims to deliver the first large-scale fault-tolerant quantum computer by 2029. This investment follows a Letter of Intent with the Department of Commerce to build an American quantum chip foundry (Anderon).

• · IBM has deployed over 90 quantum systems, more than all other industry players combined.
• · The global client and partner ecosystem includes more than 325 Fortune 500 companies, startups, universities, and government agencies.
• · The $10B investment follows a Letter of Intent with the Department of Commerce to build an American quantum chip foundry (Anderon).
• · IBM aims to deliver the first large-scale fault-tolerant quantum computer by 2029.

28-05-2026

Hyatt Hotels Corporation announced an additional $1.0 billion share repurchase authorization and held its Investor Day on May 28, 2026. The company furnished slides and a press release related to the event. No financial results or performance metrics were disclosed in this filing.

• · The repurchase authorization applies to both Class A and Class B common stock.
• · Repurchases may be made in open market, privately negotiated transactions, or via Rule 10b5-1 plans or accelerated share repurchase transactions.
• · The authorization does not obligate the company to repurchase any specific amount and may be suspended or discontinued at any time.
• · The Investor Day webcast archive will be available on the company's website.

28-05-2026

Hyperscale Data, Inc. (NYSE American: GPUS) terminated its ATM Issuance Sales Agreement, which had raised approximately $24.7 million in gross proceeds from the sale of about 137.6 million shares at an average price of ~$0.1793 per share. The termination process began May 27, 2026, and will take effect June 8, 2026, with no further sales under the ATM. The company may evaluate future capital markets options. Separately, it expects the divestiture of Ault Capital Group (ACG) to occur in Q2 2027, which would transition the company to a pure-play AI data center and digital asset holder. However, the ATM sale was executed at a heavily dilutive price (approximately $0.18/share), and the divestiture remains more than a year away, introducing execution risk.

• · The average sale price per share under the ATM was approximately $0.1793, indicating heavy dilution.
• · The official termination date for the ATM agreement is June 8, 2026.
• · The divestiture of ACG is expected to occur in Q2 2027, more than 12 months away.
• · Hyperscale Data issued 1,000,000 shares of Series F Preferred Stock on December 23, 2024, to facilitate the eventual divestiture.
• · The company is considering future capital markets options but has no current commitments.

28-05-2026

At the May 27, 2026 Annual General Meeting (AGM), COMPASS Pathways plc reported 58,880,058 ordinary shares represented in person or by proxy. All director nominees up for election (Justin Gover, Daphne Karydas, Kathleen Tregoning, Jeffrey Jonas) were approved, auditors PwC UK and PwC US were re-appointed/ratified, and shareholders approved the 2025 U.K. statutory annual accounts and non-binding advisory votes on directors’ remuneration and named executive officer compensation. However, significant broker non-votes (76,043,237) appear across all matters, and several advisory items drew materially higher against votes (e.g., directors’ remuneration: 383,453 against; named executive officer compensation: 455,870 against), indicating some investor dissent despite overall approvals.

• · The Company did not exercise discretionary voting power for ADSs; consequently, uninstructed ADS proxy forms were counted as Broker Non-Votes (76,043,237) for all proposals.
• · Directors’ remuneration advisory vote received 383,453 against votes; named executive officer compensation advisory vote received 455,870 against votes — the largest against totals among proposals, signaling notable shareholder opposition on pay-related matters.
• · Directors: Kathleen Tregoning was newly elected (58,735,204 for) while Dr. Annalisa Jenkins’ eight-year board tenure ended with the conclusion of the AGM.
• · Shareholders noted that the directors do not recommend payment of any dividend for the year ended December 31, 2025 (approved to receive accounts and note recommendation).

28-05-2026

Build-A-Bear Workshop reported mixed Q1 FY2026 results: total revenues declined 2.4% YoY to $125.3M, and net retail sales fell 5.1% to $113.5M, while e-commerce demand dropped 26.1%. However, pre-tax income rose to $23.9M (from $19.6M) due to a $7M IEEPA tariff refund, and adjusted pre-tax income was $16.9M. The company lowered its full-year revenue guidance to $530M–$550M but raised pre-tax income guidance to $72M–$78M, reflecting the tariff refund offset by weaker operating performance.

• · Adjusted EPS (excluding $7M tariff refund) was $1.03, compared to GAAP diluted EPS of $1.45.
• · Adjusted EBITDA (excluding $7M tariff refund) was $20.8M, representing 16.6% of total revenues.
• · SG&A expense increased 310 basis points as a percentage of revenue, driven by higher compensation costs, inflation, and longer-range investments.
• · Gross margin improved 700 basis points YoY, with 560 basis points from the tariff refund and 140 basis points from selective price increases and occupancy deleverage.
• · The company had no borrowings under its revolving credit facility at quarter end.
• · Fiscal 2026 revenue guidance was lowered from a prior range (not disclosed) to $530M–$550M, still above fiscal 2025's record $529.8M.
• · Fiscal 2026 pre-tax income guidance was raised to $72M–$78M, including the $13M tariff refund; adjusted pre-tax income guidance is $65M–$71M.
• · Commercial revenue growth guidance for fiscal 2026 is at least 20%.
• · The company expects at least 50 net new experience locations in fiscal 2026.
• · The company's outlook assumes current 10% tariff rate remains for the balance of the year and does not contemplate further material changes in tariffs or macroeconomic conditions.

28-05-2026

FrontView REIT appointed Timothy G. McHugh, Co-President and CFO of Welltower Inc., to its Board of Directors as an independent director, effective May 28, 2026. McHugh brings extensive public REIT leadership, capital markets, and net-lease investment experience to FrontView as the company continues to scale its differentiated platform. No financial metrics or performance data were disclosed in this filing.

• · McHugh has served as Co-President and CFO of Welltower, the largest REIT in the S&P 500 by market capitalization.
• · He joined Welltower in 2016 and has held roles including Treasurer, SVP of Capital Markets, and EVP and CFO.
• · FrontView's portfolio as of March 31, 2026, consisted of 309 direct frontage properties across 36 states, leased primarily to service and necessity-based tenants across 16 industries.
• · The appointment is effective May 28, 2026.

28-05-2026

Ambow Education Holding Ltd. launched the HybriU™ Partner Portal on May 28, 2026, an AI-native platform enabling a commission-based channel partner program for global distribution of its AI-powered phygital product suite. The program generated over 150 sales partner applicants within its first month through LinkedIn, but no financial metrics such as revenue, margins, or prior period comparisons were disclosed to assess the financial impact of this launch.

• · The Partner Portal supports four partner profiles: AV system integrators, hotels and convention centers, regional distributors, and commissioned sales partners.
• · Core portal capabilities include lead pipeline management, sales order management, AI Marketing Studio with multilingual output, training center with certifications, demo scheduling, and real-time commission tracking.
• · Commission structure is uncapped, performance-based, with terms provided upon enrollment.
• · Upcoming open house events in 2026 in San Diego: AIA Conference (June 10-13), Two-Way and Dual Language Education Conference (June 17-19), AVID Summer Institute (August 3-5), California School Boards Association Conference (December 3-5).
• · The filing does not disclose any financial data such as revenue, profitability, or balance sheet items; no period-over-period comparisons are provided.

28-05-2026

Photronics reported Q2 FY2026 revenue of $209.9M, down 0.5% YoY and down 6.7% sequentially. GAAP net income surged to $31.4M from $8.9M in Q2 FY2025 due to favorable FX movements, while non-GAAP net income was essentially flat at $24.9M vs $24.3M YoY. IC revenue declined 5% YoY, but FPD revenue grew 13% YoY. The company guided Q3 FY2026 revenue between $207M-$215M and non-GAAP EPS of $0.39-$0.45, reflecting ongoing headwinds from delayed design releases and geopolitical uncertainty.

• · Gross margin fell to 31.3% in Q2 FY2026 from 36.9% in Q2 FY2025 and 35.0% sequentially in Q1 FY2026.
• · Operating margin contracted to 20.1% in Q2 FY2026 from 26.4% in Q2 FY2025.
• · GAAP net income of $31.4M included a significant FX gain of $7.9M; excluding FX, non-GAAP net income was essentially flat.
• · Cash from operations for the first six months of FY2026 was $144.3M, up from $109.9M in the prior year period.
• · Capital expenditures were $93.4M in H1 FY2026 vs $95.7M in H1 FY2025.
• · Photronics repurchased no shares in the six-month period ended May 3, 2026, compared to $76.7M in repurchases in the prior year period.