US Material Events SEC 8-K Filings — August 05, 2026

05-08-2026

Eton Pharmaceuticals licensed U.S. rights to ASN-001 (timolol topical gel) from Auson Pharmaceuticals, a late-stage product candidate for moderate infantile hemangiomas. Phase II/III data showed 56% (BID) and 42% (TID) elimination/near-elimination rates at week 24 vs. 15% for placebo. The company expects to submit an NDA in 2H 2027 with potential launch in 2028, targeting an estimated 20,000–30,000 annual patients. However, the product is still in development with no guaranteed approval, and the company faces risks from off-label competition and regulatory hurdles.

• · ASN-001 has patent protection through 2044 with an additional patent application pending.
• · Eton will run a bioavailability bridging study before NDA submission.
• · ASN-001 is expected to be prescribed by the same healthcare professionals as HEMANGEOL, leveraging existing commercial infrastructure.
• · The total U.S. infantile hemangioma market affects more than 100,000 infants annually.
• · HEMANGEOL is the standard of care for systemic therapy, representing 10,000–15,000 patients annually.

05-08-2026

Arcutis Biotherapeutics reported strong Q2 2026 results with ZORYVE net product revenue of $129.9 million, up 59% YoY and 23% sequentially. The company achieved net income of $15.0 million versus a net loss of $15.9 million in Q2 2025, and raised full-year 2026 revenue guidance to $525–$540 million. However, SG&A expenses grew 19% YoY to $82.1 million, and R&D expenses remained relatively flat at $20.4 million.

• · FDA approved ZORYVE cream 0.3% for children with plaque psoriasis down to age 2 in June 2026, the seventh FDA approval for the company since 2022.
• · FDA accepted sNDA for ZORYVE cream 0.05% for infants with atopic dermatitis aged 3-24 months; PDUFA target action date February 23, 2027.
• · Phase 2 trial of ZORYVE foam 0.3% for vitiligo fully enrolled; topline results and program advancement decision expected Q4 2026.
• · Phase 2 trial of ZORYVE foam 0.3% for hidradenitis suppurativa still enrolling; results expected Q1 2027.
• · Phase 1a/1b first-in-human study of ARQ-234 in healthy volunteers and adults with moderate to severe atopic dermatitis is ongoing.
• · Two new U.S. patents obtained in Q3 2026 (method of use and formulation).
• · Cash, equivalents, restricted cash, and marketable securities increased to $238.9M as of June 30, 2026 from $221.3M as of December 31, 2025.
• · Net cash provided by operating activities was $12.6M in Q2 2026.

05-08-2026

Emergent BioSolutions reported Q2 2026 total revenues of $234.3M, up 66% YoY, driven by a 150% surge in Smallpox MCM sales to $101.6M and a $47.9M increase in Other Products (BAT®). However, net loss widened to $180.2M from $12.0M, primarily due to a $191.3M non-cash impairment charge on the NARCAN® asset group. Adjusted net income improved 134% to $30.9M, but the Commercial Products segment (naloxone) saw a 22% revenue decline to $52.4M and gross margin fell to 13% from 32%. The company announced a restructuring plan including a reduction of approximately 90 roles and the creation of a new Growth organization led by Stephanie Duatschek as EVP, Chief Growth Officer.

• · Q2 2026 gross margin % was 50%, up from 36% in Q2 2025; adjusted gross margin % was 58%, up from 49%.
• · Q2 2026 adjusted EBITDA margin was 41%, up from 23% in Q2 2025.
• · Q2 2026 net loss per diluted share was $(3.49), worsening from $(0.22) in Q2 2025.
• · Q2 2026 adjusted net income per diluted share was $0.60, up from $0.24 in Q2 2025.
• · YTD 2026 total revenues were $390.4M, up 8% from $363.1M in YTD 2025.
• · YTD 2026 net loss was $(173.4)M vs net income of $56.0M in YTD 2025.
• · YTD 2026 adjusted net income was $42.8M, down 23% from $55.4M in YTD 2025.
• · Q2 2026 R&D expenses decreased 26% YoY to $9.2M.
• · Q2 2026 SG&A expenses increased 2% YoY to $44.6M.
• · Q2 2026 capital expenditures were $2.1M, down 28% from $2.9M in Q2 2025.
• · Commercial Products segment adjusted gross margin % fell to 31% from 46% in Q2 2025.
• · MCM Products segment adjusted gross margin % improved to 69% from 56% in Q2 2025.
• · Services revenue increased 45% YoY to $2.0M (not separately quantified in table).
• · Contracts and grants revenue decreased 29% YoY to $3.1M (not separately quantified in table).
• · Company refinanced term loan with new $150M facility and amended asset-backed loan facility.
• · Received Saudi Food and Drug Authority Approval for ACAM2000® for smallpox and mpox.
• · Received Singapore Health Sciences Authority approval for expanded indication of ACAM2000® to include mpox.
• · Company seeks to collaborate with AI partners for bioterrorism preparedness.

05-08-2026

McKinley Acquisition Corp. (MKLY) announced a definitive business combination agreement with Space-Eyes, Inc., a provider of AI-driven geospatial intelligence and counter-drone technology. The transaction implies a pro-forma equity valuation of $638 million for Space-Eyes, with up to $75 million in PIPE financing sourced to augment $176.7 million of trust capital. The deal is expected to close in Q4 2026, subject to shareholder and regulatory approvals, and Eric Trump has been announced as an investor and strategic adviser.

• · The PIPE includes $5 million in senior secured convertible notes at initial closing upon S-4 filing, with proceeds held in a control account.
• · Additional $70 million in senior secured convertible notes and warrants may be issued at subsequent closings, subject to conditions.
• · At subsequent closing, Space-Eyes must issue shares equal to 9.9% of McKinley's outstanding common stock post-merger to PIPE buyers.
• · Notes bear interest at 10% per annum and mature in 2031; warrants have an exercise price of $12.00 per share.
• · The conversion price of notes is the lower of $12.00 or 120% of the last reported sale price post-business combination.
• · The securities issued under the SPA are secured by a first-priority security interest in substantially all assets of Space-Eyes and its subsidiaries.
• · Upon business combination, Space-Eyes notes and warrants will be exchanged for McKinley notes and warrants on materially identical terms.
• · The combined company will be named Space-Eyes, Inc. and is expected to trade on Nasdaq under ticker CUAS.
• · Eric Trump is announced as an investor and strategic adviser.

05-08-2026

ATLANTIC AMERICAN CORP filed an 8-K on August 5, 2026, reporting Item 1.01 (Entry into a Material Definitive Agreement) and Item 9.01 (Financial Statements and Exhibits). The filing does not disclose the counterparty, dollar value, or specific terms of the agreement. No financial metrics, guidance, or scheduled events are provided, limiting the ability to assess materiality or directional impact.

• · Filing date: August 5, 2026
• · Filing size: 202 KB
• · SEC Accession Number: 0001140361-26-031431
• · No financial statements or exhibits were included in the summary provided.

05-08-2026

Securetech Innovations, Inc. filed an 8-K on August 5, 2026, reporting multiple material events: a change in certifying accountant (Item 4.01), a non-reliance on previously issued financial statements (Item 4.02), a Regulation FD disclosure (Item 7.01), and related financial statements and exhibits (Item 9.01). The filing indicates a restatement or correction of prior financials, which is a significant negative signal for financial reporting reliability. However, no specific financial metrics, dollar amounts, or forward-looking guidance are disclosed in the summary, limiting quantitative assessment.

• · Filing includes both Item 4.01 (change in accountant) and Item 4.02 (non-reliance on prior financials), which are often linked and indicate serious accounting issues.
• · Item 7.01 (Regulation FD) suggests the company may have made a public disclosure or presentation, but no details are provided in the summary.
• · No specific financial metrics, transaction values, or guidance are disclosed in the filing summary, limiting quantitative analysis.

05-08-2026

Alternus Clean Energy, Inc. filed an 8-K on August 5, 2026, disclosing the creation of 15,750 shares of Series F Convertible Preferred Stock, each with a stated value of $1,000, authorized by the Board on July 30, 2026 and effective August 3, 2026. The shares automatically convert into common stock upon the company's uplisting to a national exchange, with the conversion price set at the closing price on the last trading day before conversion. The Series F ranks senior to Series A Super Voting Preferred but junior to Series B, C, D, and E Convertible Preferred and all common stock, carries no dividends or voting rights (except for protective provisions), and includes a 9.99% beneficial ownership cap on conversion.

• · The Series F Convertible Preferred Stock has no dividend rights.
• · Holders have no voting rights except for protective provisions requiring majority consent for amendments, creation of senior/pari passu stock, changes in authorized shares, mergers/sales, or common stock dividends.
• · Conversion is mandatory upon the Board's determination after receiving conditional approval for uplisting, with conversion occurring 5-10 business days before the uplist effective date.
• · The company must file a registration statement on Form S-1 within 3 months of the original issue date and have it declared effective within 30 days of filing (if no SEC review).
• · Failure to meet registration obligations triggers liquidated damages of 1% of the subscription amount per month.
• · The company must reserve at least 100% of the shares of common stock issuable upon conversion of all outstanding Series F Preferred.
• · Neither the company nor holders can redeem the Series F Preferred except upon liquidation.
• · Transfers are permitted only to accredited investors who accept all terms of the certificate of designation.

05-08-2026

One Stop Systems, Inc. entered into an amended employment agreement and a consulting agreement with VP of Sales Robert Kalebaugh in connection with his retirement effective July 31, 2026. The consulting agreement runs through July 31, 2027, with automatic renewals, and allows Mr. Kalebaugh to continue vesting in outstanding restricted stock awards while providing part-time strategic counsel. No financial terms or monetary amounts were disclosed in the filing.

• · Consulting agreement term is one year through July 31, 2027, with automatic renewal for successive one-year terms.
• · Company may terminate the consulting agreement with 30 days' notice; either party may terminate immediately for uncured breach after 10 business days.
• · Mr. Kalebaugh will receive discretionary performance-based equity awards under the 2017 Equity Incentive Plan, subject to CEO determination and board/compensation committee approval.
• · Outstanding unvested restricted stock awards will continue to vest according to their terms as long as Mr. Kalebaugh provides consulting services through each vesting date.

05-08-2026

The filing is an 8-K by New America Acquisition I Corp. (a SPAC) announcing the departure of directors and officers, a Regulation FD disclosure, and financial statements/exhibits related to a merger or acquisition. However, the filing does not disclose the specific merger/acquisition target, deal size, valuation, or strategic rationale. The only actionable information is the departure of certain officers and directors, which may indicate a de-SPAC transaction is in progress, but no quantitative financial data is provided.

• · The filing is an 8-K with Items 5.02, 7.01, and 9.01, but no specific financial statements or exhibits are described.
• · No target company, deal size, or valuation metrics are disclosed in the filing summary.
• · The departure of directors/officers is noted but names and effective dates are not provided.

05-08-2026

Palomino Laboratories completed the acquisition of Vega Links Inc., transforming into a comprehensive AI interconnect company and expanding its estimated addressable market by approximately 10x to over $60 billion. The company appointed Karthik Gopalakrishnan as CTO and Rajesh Radhamohan as CPO, and added Sudeep Bhoja and Dr. Gopal Raghavan to its Strategic Advisory Board. While the acquisition is expected to accelerate growth, the company faces risks typical of forward-looking statements and integration challenges.

• · Vega Links acquisition closed on schedule after definitive agreements and satisfaction of all closing conditions.
• · Palomino's product focus includes AI interconnect solutions in the 0-to-50 meters range.
• · The company believes future AI clusters will rely on heterogeneous interconnect technologies, with copper remaining important for short-reach applications and optical technologies (MicroVCSEL, MicroLED) playing an increasing role.
• · Sources cited: LightCounting Dec 2025 AEC/ACC report and Apr 2026 Switch ASIC & Optics report.

05-08-2026

The filing reports multiple officer changes at Pacific Biosciences, including the departure of a key officer (likely the CEO or CFO based on Item 5.02) and associated cost reductions under Item 2.05 (exit or disposal activities). While the company disclosed financial results under Item 2.02, specific metrics like revenue or earnings were not provided in the summary. The leadership change may signal a strategic shift or restructuring, but the lack of detailed financial data limits assessment of performance trends. The filing is timely and compliant with SEC requirements, but the absence of quantitative details (e.g., severance costs, revenue figures) reduces analytical depth.

• · Filing includes Item 2.05 (exit/disposal costs), suggesting restructuring or cost-cutting measures
• · Item 7.01 indicates Regulation FD disclosure, possibly related to material non-public information
• · No specific officer name or title provided in the summary, limiting leadership change analysis
• · No financial metrics (revenue, EPS, EBITDA) disclosed in the filing summary

05-08-2026

ClearOne Inc. filed an 8-K on August 5, 2026, reporting multiple material events: entry into a definitive agreement (Item 1.01), departure of directors/officers and compensatory arrangements (Item 5.02), and shareholder vote results (Item 5.07). The filing is multi-item and mandatory, but specific financial details, transaction values, and quantitative metrics are not disclosed, limiting the ability to assess materiality or directional impact.

• · Filing includes Item 1.01 (material definitive agreement), Item 5.02 (director/officer changes and compensatory arrangements), Item 5.07 (shareholder vote results), and Item 9.01 (financial statements and exhibits).
• · No specific names, titles, or effective dates for director/officer departures or appointments are disclosed in the summary.
• · No details on the nature or value of the material definitive agreement are provided.
• · No shareholder vote results or matters voted upon are specified.
• · No financial statements or exhibits are described in the summary.

05-08-2026

National Healthcare Properties, Inc. filed a multi-item 8-K on August 5, 2026, covering a material definitive agreement (Item 1.01), financial results (Item 2.02), a new debt obligation (Item 2.03), executive changes (Item 5.02), and other events (Item 8.01). The filing indicates both positive operational developments and significant financial restructuring, but specific quantitative data (e.g., revenue, debt amounts, executive names) are not disclosed in the summary. The filing is mandatory and appears timely, but the lack of detailed metrics limits a full assessment of mixed performance.

• · Filing includes multiple items indicating a complex event (e.g., new agreement, debt, executive changes).
• · No specific financial metrics (revenue, debt amount, executive names) are provided in the summary.
• · The filing size (3 MB) suggests detailed exhibits are attached but not analyzed here.

05-08-2026

FTC Solar reported Q2 2026 revenue of $26.2M, up 51.5% sequentially and 30.8% year-over-year, beating its guidance range of $22.0-$26.0M. The company reaffirmed its 40% full-year 2026 revenue growth outlook and announced a $20M equity line of credit with Lincoln Park Capital. However, the company remains unprofitable, with GAAP net loss widening to $27.1M (from $15.4M in Q2 2025) and non-GAAP gross margin still negative at -5.1%, though improved from -17.4% a year ago.

• · GAAP gross loss widened to $2.2M (8.5% of revenue) from $1.2M (7.1%) in Q1 2026, but improved from $3.9M (19.6%) in Q2 2025.
• · Non-GAAP operating expenses increased to $8.5M from $6.5M in Q2 2025, a 30.8% rise.
• · GAAP diluted loss per share worsened to $1.69 from $1.18 in Q2 2025.
• · Non-GAAP diluted loss per share improved to $0.76 from $0.86 in Q2 2025.
• · Q3 2026 revenue guidance of $30.0-$35.0M implies 24% sequential growth at midpoint.
• · Q3 2026 Non-GAAP gross margin guidance of -3.0% to 5.1% shows continued margin pressure.
• · Company expects further sequential growth in Q4 2026.
• · Backlog of $560M includes contracted and awarded orders, with some projects not yet under binding pricing.
• · ELOC with Lincoln Park Capital has no upper price limit and no warrants or derivatives.
• · Company has qualified with 9 of top 10 EPCs and expects to add projects with two more top developers by year-end.

05-08-2026

Apogee Enterprises, Inc. filed an 8-K on August 5, 2026, reporting an officer change under Item 5.02, along with Regulation FD disclosure (Item 7.01) and exhibits (Item 9.01). The filing does not disclose the specific officer, position, reason for departure, or any financial metrics. No quantitative data, scheduled events, or forward-looking guidance are provided, limiting actionable insights.

• · Filing date: August 5, 2026
• · SEC Accession Number: 0000006845-26-000070
• · File size: 1 MB
• · Items reported: 5.02, 7.01, 9.01
• · No specific officer name, title, or reason for change disclosed in the summary

05-08-2026

Mitesco, Inc. provided a business update on its AI software, edge computing, and strategic growth initiatives. The company is developing its Robo Agent AI platform (currently in testing with no revenue) and its TC/DC modular edge computing data center, with plans to deploy up to 10,000 units over 2-3 years. However, the company exited its initial colocation agreement in late 2025 due to uncompetitive costs, and both software products are not yet generating revenue.

• · Centcore exited its initial colocation agreement in late 2025 due to uncompetitive operating costs.
• · Robo Agent prototype is in testing with a small group of agents; no revenue yet.
• · First licensing for Robo Agent expected in Q4 FY2026 with full production version in late FY2026.
• · Sportzfolio is currently operational with property search functionality similar to leading real estate marketplaces.
• · TC/DC units will be powered by batteries recharged via 110v or solar panels; internet via satellite, conventional, or private 5G.
• · Company is exploring debt financing at subsidiary level with royalty payments (10% until 100% recovery, then 5% until 150% recovery) to fund TC/DC buildout.
• · Pulte Homes announced a similar but more expensive/complicated prototype effort.

05-08-2026

Flowserve Corporation filed an 8-K on August 5, 2026, disclosing changes in directors/officers, amendments to bylaws, and Regulation FD disclosures. The filing indicates governance updates but does not specify whether the officer changes involve appointments, resignations, or retirements, nor does it provide financial metrics or quantitative data.

• · The filing includes Items 5.02, 5.03, 7.01, and 9.01, indicating multiple governance-related disclosures.
• · No financial statements or exhibits are detailed in the summary provided.
• · The filing date is August 5, 2026, and the document size is 354 KB.

05-08-2026

Galaxy Digital Inc. filed an 8-K on August 5, 2026, reporting a leadership change under Item 5.02. The filing discloses the departure of a director or officer and/or the appointment of a new officer, but does not specify the position, reason, or whether the change is a resignation or appointment. No financial metrics, compensation details, or forward-looking guidance are provided, limiting the ability to assess materiality or market impact.

• · Filing date: August 5, 2026
• · SEC Accession Number: 0001859392-26-000086
• · File size: 137 KB
• · Item 5.02 triggered but no specific details on officer name, position, or reason for change

05-08-2026

East West Ave Acquisition Corp. announced the pricing of its $100 million initial public offering of 10,000,000 units at $10.00 per unit, with the units expected to trade on Nasdaq under 'EWAVU' starting July 31, 2026. The offering is expected to close on August 3, 2026, subject to customary conditions, and the underwriters have a 45-day option to purchase up to 1,500,000 additional units. As a blank check company, it has not yet identified a target business, and there is no assurance the offering will be completed on the described terms or at all.

• · Each unit consists of one share of common stock and one right to receive one-fourth of one share of common stock upon consummation of an initial business combination.
• · Upon separate trading, common stock and rights are expected to be listed under 'EWAV' and 'EWAVR' respectively.
• · The registration statement on Form S-1 (File No. 333-295205) was declared effective by the SEC on July 13, 2026.
• · The company is a blank check company with no limitation on target industry or geographic region.

05-08-2026

Cencora, Inc. entered into an amended and restated credit agreement dated July 31, 2026, with JPMorgan Chase Bank as administrative agent and a syndicate of lenders including Bank of America, BNP Paribas, Citibank, Societe Generale, and Wells Fargo. The agreement provides for two tranches of revolving credit facilities, swingline loans, and letters of credit in multiple currencies (USD, Sterling, Euro, Canadian Dollars, and other designated currencies). The filing does not disclose the specific commitment amounts or financial terms, but the agreement includes customary covenants, including a leverage ratio covenant, and conditions for borrowing.

• · The credit agreement includes two tranches: Tranche One and Tranche Two, each allowing revolving loans, swingline loans, and letters of credit in multiple currencies.
• · Borrowing subsidiaries include Canadian subsidiaries (for CAD loans) and UK subsidiaries (for Sterling swingline loans).
• · The agreement contains a leverage ratio negative covenant (Section 6.05) and events of default (Article VII).
• · Interest rates are based on Term SOFR, EURIBO, CORRA, or an Alternate Base Rate, with applicable margins and adjustments.
• · The agreement replaces any prior credit facility and is effective as of July 31, 2026.

05-08-2026

Netlist announced a strategic alliance with Samsung, including a five-year patent cross license, memory product supply, and technology cooperation agreement, along with the settlement of all pending legal actions. Samsung will purchase ten million shares of Netlist common stock. The deal validates Netlist's IP value and positions it in the AI-memory space, though the stock purchase has not yet closed and involves dilution risk for existing shareholders.

• · The agreements include a mutual release of all pending legal actions between Netlist and Samsung.
• · Samsung will receive access to Netlist's complete patent portfolio, including server DIMM and High Bandwidth Memory technologies.
• · Samsung will supply Netlist with DRAM and NAND products.
• · The stock purchase by Samsung has not yet closed and is subject to closing conditions.
• · The securities issued to Samsung are not registered under the Securities Act of 1933 and are subject to resale restrictions.
• · Netlist will host a conference call at 8:30 a.m. Eastern Time on August 5, 2026.

05-08-2026

HF Sinclair Corp entered into a Stock Purchase Agreement to repurchase 2,375,000 shares from REH Advisors Inc. at $89.41 per share, totaling approximately $212 million, funded with cash on hand. The company also increased its share repurchase program by $15 million to $1.015 billion, and has repurchased over $1 billion to date, leaving about $11 million in authorization. The transaction is expected to close on August 5, 2026.

• · This is the twenty-second privately negotiated transaction between HF Sinclair and REH Advisors.
• · The repurchased shares will be held as treasury stock.
• · The share repurchase program was initially authorized on May 7, 2024.
• · The increase to the program was effective July 31, 2026.
• · The company has repurchased over $1 billion in common stock under the program to date, inclusive of this transaction.

05-08-2026

Cardinal Health appointed Anita Zielinski as Chief Accounting Officer, effective November 5, 2026, succeeding Mary Scherer. Zielinski brings extensive experience from Baxter, Sysco, and Ernst & Young. She will receive a cash sign-on bonus of $750,000 and restricted share units valued at $1,000,000, among other compensation.

• · Anita Zielinski, 52, will join Cardinal as Senior Vice President Finance effective September 16, 2026.
• · Zielinski served as interim CFO and SVP, Chief Accounting Officer and Controller at Baxter since March 16, 2026.
• · She worked at Sysco for seven years, including as SVP and CFO of US Foodservice Operations since September 2022.
• · Prior to Sysco, she spent over 20 years at Ernst & Young, becoming a Partner in 2013.
• · No family relationships, arrangements, or reportable transactions under Item 404(a) were disclosed.

05-08-2026

NCR Voyix reported Q2 2026 revenue of $523M, down 21% YoY due to the Hardware Business Transition, but up 1% on a pro forma basis. Software and services revenue grew to $497M, recurring revenue rose to $435M, and Adjusted EBITDA increased to $98M. However, net loss from continuing operations was $1M, and diluted EPS from continuing operations remained negative at $(0.03). The company maintained its full-year 2026 outlook with revenue expected between $2,188M and $2,303M.

• · Net loss from continuing operations was $1M in Q2 2026 vs. $0 in Q2 2025.
• · Diluted EPS from continuing operations remained flat at $(0.03) YoY.
• · Non-GAAP diluted EPS was flat at $0.17 YoY.
• · Full-year 2026 revenue outlook (GAAP) implies a decline of 13% to 18% YoY.
• · Full-year 2026 pro forma revenue outlook ranges from -2% to +3% YoY.
• · Adjusted Free Cash Flow (unrestricted, before restructuring) outlook for 2026 is $190M to $220M, representing 40% to 62% growth.
• · The company repurchased $11M of common stock in Q2 2026.
• · In July 2026, NCR Voyix signed a contract with Pizza Ranch for Aloha Next and Voyix Pay at over 200 restaurants.
• · In May 2026, the company announced a partnership with Voyager for fleet card acceptance via Voyix Connect.

05-08-2026

Dynatrace reported strong Q1 FY2027 results, with total ARR up 17% to $2,136 million and total revenue up 16% to $555 million, exceeding guidance. However, the company lowered its full-year ARR and revenue guidance due to a stronger dollar, and announced CFO Jim Benson's planned retirement by March 31, 2027.

• · Record new logo ARR growth of more than 160%
• · Four consecutive quarters of acceleration in trailing-twelve-month organic net new ARR growth
• · Annualized logs consumption nearly doubled to $200 million, growing well over 100% YoY
• · Named a Leader in the 2026 Gartner Magic Quadrant for Observability Platforms for the 16th consecutive year
• · Named a Leader and an Outperformer in the 2026 GigaOm Radar for Kubernetes Observability
• · Launched private preview of Dynatrace Bluebox at AWS Summit New York
• · CFO Jim Benson to retire by March 31, 2027; search initiated for new CFO
• · Full-year FY2027 guidance lowered: ARR midpoint reduced by $23 million, revenue midpoint by $13 million due to FX headwinds
• · Q2 FY2027 guidance: total revenue $565-$570 million, subscription revenue $540-$545 million, non-GAAP EPS $0.48-$0.49

05-08-2026

Flutter Entertainment announced that Dan Taylor will succeed Peter Jackson as Group CEO effective October 1, 2026, with Jackson stepping down on September 30, 2026, and remaining as an advisor through year-end. Taylor, currently CEO of Flutter International and President since May 2026, led the International division to over $9B annual revenue and $2.2B Adjusted EBITDA in 2025. The company also released Q2 2026 results, reporting global revenue of $4,326M, up 3% YoY, though the filing does not disclose profitability or segment performance for the quarter.

• · Dan Taylor appointed Flutter President in May 2026
• · Dan Taylor served as CEO of Paddy Power Betfair from 2018 to 2020
• · Dan Taylor holds an MA in Economics from the University of Cambridge
• · Conference call scheduled for August 5, 2026 at 8:30 a.m. EDT
• · Conference ID 11053 for dial-in participants

05-08-2026

Target Hospitality Corp. appointed Margaret (Peggy) Smyth and Erich Sanchack as independent directors effective August 4, 2026. Ms. Smyth brings over 30 years of financial leadership and governance experience in energy, infrastructure, and technology, and will serve on the Audit Committee. Mr. Sanchack brings over 20 years of operational and growth leadership in data center, critical infrastructure, and technology sectors, and will serve on the Compensation Committee. The appointments are intended to support the company's growth initiatives, particularly in AI-driven data center and critical infrastructure development.

• · Ms. Smyth serves on the board of Remitly Global, Inc. since 2021 and Etsy, Inc. since 2016.
• · Mr. Sanchack served as CEO of Salute since 2023 and previously as COO of Digital Realty Trust from 2021 to 2023.
• · Ms. Smyth holds a Master of Science in Accounting from New York University and a Bachelor of Arts in Economics from Fordham University.
• · Mr. Sanchack earned a Bachelor of Science in Electrical Engineering from Pennsylvania State University.

05-08-2026

SilverBox Corp IV (SBXD-WT) filed an 8-K on August 5, 2026, disclosing a Second Amendment to its Business Combination Agreement with Parataxis Holdings LLC and related entities. The amendment extends the Outside Date for closing the business combination to December 31, 2026, and allows for further extensions if SilverBox obtains an extension of its SPAC deadline. The filing indicates ongoing efforts to complete the merger but also highlights delays, as the original agreement was signed in August 2025 and has already been amended twice.

• · The original Business Combination Agreement was dated August 6, 2025, and was first amended on May 1, 2026.
• · The Second Amendment was executed on August 4, 2026, and filed on August 5, 2026.
• · The Outside Date for closing is now December 31, 2026, with potential further extensions tied to SilverBox's SPAC deadline extension.
• · The amendment was signed by Stephen Kadenacy for SilverBox and Edward Chin for Parataxis entities.

05-08-2026

Criteo reported Q2 2026 results with revenue declining 11% YoY to $428M and net income falling 49% to $12M, reflecting headwinds from Retail Media scope changes and soft Performance Media. The company appointed Connor McGogney as CFO effective August 10, 2026, and lowered its full-year Contribution ex-TAC guidance to -12% to -10% at constant currency. Despite the top-line disappointment, Criteo highlighted strong growth in its underlying Retail Media client base (ex-scope changes, Contribution ex-TAC grew 20%), a new OpenAI partnership with over 2,000 brands on ChatGPT, and continued share repurchases ($30M in Q2).

• · Criteo completed redomiciliation from France to Luxembourg; Board approved subsequent transfer of legal domicile to the United States, expected January 2027 subject to shareholder approval.
• · Q2 2026 gross profit margin declined to 52% from 54% in Q2 2025.
• · Adjusted EBITDA margin fell to 29% from 31% in Q2 2025.
• · Free cash flow was negative $38M in Q2 2026, compared to negative $36M in Q2 2025.
• · On a trailing 12-month basis, free cash flow was $180M.
• · Total financial liquidity of approximately $767M as of June 30, 2026, including $464M available through revolving credit facility.
• · Q3 2026 guidance: Contribution ex-TAC between $237M and $241M (-15% to -14% YoY at constant currency); Adjusted EBITDA between $54M and $58M.
• · FY 2026 guidance: Contribution ex-TAC decrease of -12% to -10% at constant currency; Adjusted EBITDA margin approximately 30%.
• · Criteo was named a Leader in QKS Group SPARK Matrix for Retail Media Network and Monetization Platform, Q2 2026.
• · Operating expenses decreased 9% YoY to $207M; non-GAAP operating expenses decreased 10% YoY to $158M.

05-08-2026

Gran Tierra Energy Inc. announced a definitive agreement to sell its entire Colombia and Ecuador oil business to Maurel & Prom for total consideration of $1.33 billion, which includes the assumption of substantially all net liabilities. The transaction will leave Gran Tierra debt-free with approximately $250 million in cash at closing, plus a $65 million note receivable, and an undrawn CAD $75 million credit facility. The company plans to use a portion of the net cash proceeds for a share repurchase and to fund growth in Canada and Azerbaijan, while the divested business represents approximately 29,000 boe/d of production and 144 MMbbl of 2P reserves.

• · The transaction is subject to stockholder approval, creditor consents, and regulatory approvals in Colombia and Ecuador; targeted closing on or about December 31, 2026, with an economic effective date of March 31, 2026.
• · The Divested Business includes approximately 1.4 million gross acres across Colombia and Ecuador.
• · The continuing company expects to retain production of 12,000-13,000 boepd, over 500,000 net acres, 86 MMBOE of 2P reserves, 80 MMBOE of 2C contingent resources, and 67 MMBOE of P50 prospective resources.
• · Pro-forma PDP net asset value (NPV10 BT) is estimated at $12.49 per share, representing an 83% premium to the 20-day VWAP of $6.825.
• · Net Cash Proceeds alone equate to $8.21 per share, a 20% premium to the 20-day VWAP.
• · The Agreement includes a mutual break fee of $50 million.
• · Maurel & Prom is 72.65% owned by Pertamina's international upstream arm and reported a positive net cash position of $257 million as of June 30, 2026.
• · Gran Tierra expects to eliminate substantially all interest costs, saving approximately $80 million annually.
• · The transaction has been unanimously approved by Gran Tierra's Board of Directors.

05-08-2026

Ivanhoe Electric announced the addition of Michelle Lammers as COO and Daniel Worthy as SVP of Operations, effective September 1, 2026, to strengthen the management team ahead of the Santa Cruz Copper Project's transition from engineering to construction. The updated Preliminary Feasibility Study for the project remains on track for completion in September 2026. The filing is a routine management update with no financial results or negative disclosures.

• · Michelle Lammers brings over 20 years of leadership experience from ASARCO LLC, most recently as Operations Director – USA.
• · Daniel Worthy brings over 20 years of underground mining experience from Nevada Gold Mines, Barrick, and Gold Fields.
• · Glen Kuntz continues leading engineering and design for the Santa Cruz Copper Project.
• · The updated Preliminary Feasibility Study is expected to be completed in September 2026.
• · The Santa Cruz Copper Project is an advanced-stage, high-grade underground copper project on private land in Arizona, designed to produce 99.99% pure copper cathode via heap leaching and solvent extraction-electrowinning.

05-08-2026

ContextLogic Holdings Inc. (LOGC) announced a definitive agreement to acquire gChem, a specialty chemicals company, for an enterprise value of $850 million. The transaction will be financed with up to $870 million in committed equity, a $250 million term loan and $25 million revolver from Blackstone Credit & Insurance, and a fully backstopped rights offering at $9.00 per unit. The combined business is expected to generate $95 million to $105 million of free cash flow for the full year 2027, and the deal is expected to close by end of 2026. However, the company does not provide a GAAP reconciliation for its forward-looking free cash flow guidance, and the transaction remains subject to regulatory approvals and other closing conditions.

• · gChem is headquartered in Covington, Louisiana and operates a vertically integrated manufacturing complex in Tuscaloosa, Alabama.
• · gChem's products serve pharmaceuticals, semiconductors, agricultural chemicals, performance chemicals, and aerospace end markets.
• · The rights offering is fully backstopped at $9.00 per unit by a consortium led by Abrams Capital and BC Partners, including Board Member Paul S. Levy, with no fee for the backstop commitment.
• · ContextLogic continues to pursue listing its common stock on a national securities exchange, intending to complete that process after the transaction closes.
• · The company has not provided a GAAP reconciliation for its 2027 free cash flow guidance, citing unavailable information without unreasonable effort.

05-08-2026

CDW Corporation announced that CFO Albert J. Miralles will retire in 2027 after a planned transition, remaining in his role until a successor is appointed and then serving in an advisory capacity. The search for a successor is underway. CEO Christine A. Leahy praised Miralles' 35-year career and five-year tenure as CFO, highlighting his role in the company's transformation and growth strategy.

• · Miralles will remain CFO until successor is appointed, then serve in advisory capacity.
• · Successor search is currently underway.
• · CDW operates in the US, UK, and Canada, serving business, government, education, and healthcare customers.

05-08-2026

Bally's Corp entered into a Fifth Amendment to its existing Credit Agreement with Deutsche Bank AG, New York Branch, effective July 29, 2026. The amendment conforms certain negative covenant provisions in the Deutsche Bank credit facility to the more restrictive terms of the company's new Ares Credit Agreement dated February 11, 2026, fulfilling a requirement from a prior conditional waiver. This is a routine covenant alignment amendment with no new borrowing or material financial changes disclosed.

• · The amendment aligns negative covenants in the Deutsche Bank Credit Agreement with the more restrictive terms of the Ares Credit Agreement dated February 11, 2026.
• · The amendment satisfies and supersedes certain provisions of the May 2026 Conditional Waiver.
• · No new financial amounts, borrowing, or changes to interest rates or maturity were disclosed.

05-08-2026

Medalist Diversified REIT completed seven property dispositions and a deconsolidation between October 2025 and July 2026, generating total sales proceeds of approximately $76.6 million. The company used a significant portion of the proceeds to repay debt, including $7.0 million on the Wells Fargo facility and full repayment of several mortgage loans. While the dispositions generated substantial gains, the pro forma results show a sharp decline in revenue and a shift to a net operating loss, reflecting the reduced income-generating asset base.

• · The company deconsolidated XXV DST 1 (Tesla Pensacola Property) after selling 84.72% of Class 1 beneficial interests, receiving approximately $6.78M in net cash proceeds.
• · Pro forma total assets declined 19.4% from $68.9M to $55.6M, while total equity increased 11.3% from $39.9M to $44.4M.
• · Pro forma mortgages payable were reduced by 52.3% from $19.2M to $9.2M.
• · Pro forma net loss from operations for Q1 2026 was approximately $1.27M, compared to historical net income of $11.84M (which included large gains on disposals).
• · The company retained a 15.28% beneficial ownership interest in XXV DST 1, recorded as an equity investment of $1.31M on the pro forma balance sheet.

05-08-2026

Postal Realty Trust, Inc. entered into new at-the-market (ATM) sales agreements with multiple sales agents and forward purchasers, allowing for the offer and sale of up to $300,000,000 of its Class A common stock. The program includes both contingent and non-contingent forward sale agreements, with proceeds intended for general corporate purposes, including property acquisitions and debt repayment. The company terminated its prior ATM program concurrently, but no shares have been sold yet under the new agreements.

• · The company terminated its existing ATM sales agreements concurrently with entering into the new ones.
• · The company may receive contingency premiums from forward purchasers for contingent forward sale agreements.
• · The company expects to fully physically settle each fixed share forward sale agreement, but may elect cash or net share settlement in its sole discretion.
• · Proceeds may be used for property acquisitions, dividends, capital expenditures, working capital, and debt repayment.
• · The company may sell shares directly to sales agents as principal at negotiated prices, with compensation that may exceed 2.0% of gross sales price.

05-08-2026

PowerCompute, Inc. (NASDAQ: PWCM), a Bitcoin treasury and mining company, refinanced $18 million of existing debt through a new Bitcoin-backed credit facility with Arch Lending, reducing its interest rate from 12% APR to approximately 2% APR. The facility, secured by 307 BTC, replaces three prior loans and is designed to lower interest costs while retaining Bitcoin upside. The company also highlighted its expansion into high-performance computing and AI infrastructure, though it faces risks related to Bitcoin volatility and collateral requirements.

• · The Arch Facility is a revolving 30-day term loan that automatically rolls over unless notice of non-renewal is given, with interest rate, floor price, and ceiling price reset at each rollover based on market conditions.
• · The company initially entered a 3-day bridge loan with Arch to consolidate the three loans.
• · The company operates 26 MW of wholly-owned power infrastructure across Oklahoma and Mississippi.
• · The company also operates a specialty finance business providing funding to nonprofit community associations in Florida.
• · Risks include potential requirement to post additional collateral if Bitcoin value declines.

05-08-2026

Charlton Aria Acquisition Corp. (Nasdaq: CHAR, CHARU, CHARR) announced that its sponsor deposited $850,000 into the trust account to extend the deadline for completing an initial business combination by three months, from July 25, 2026 to October 25, 2026. This is the second of two permitted three-month extensions, bringing total sponsor deposits to $1,700,000. The company has not yet identified a target business and faces the risk of not completing a combination by the extended deadline.

• · The company had until April 25, 2026 (18 months from IPO) to complete a business combination, but can extend twice by three months each with sponsor deposits.
• · First extension deposit of $850,000 was made on April 24, 2026, extending the deadline to July 25, 2026.
• · The company is a blank check company with no target business identified and no industry or geographic restrictions.
• · No assurance is given that a business combination will be completed by October 25, 2026, or at all.

05-08-2026

Editas Medicine reported Q2 2026 results with a net loss of $18.2 million, a significant improvement from the $53.2 million loss in Q2 2025, driven by higher collaboration revenue and lower restructuring charges. The company is advancing its lead candidate EDIT-401, with a CTN submission expected this month and a data update in Q1 2027. However, R&D expenses increased 25% due to EDIT-401 development, and the company's cash position, while strengthened by a $125 million offering, still requires careful management to fund operations into 2028.

• · EDIT-401 preclinical data showed ~90% or greater mean reduction in LDL-C, Lp(a), and ApoB with durable effect through ~6 months in NHPs.
• · No adverse clinical observations at 1.5mg/kg dose in NHPs.
• · Phase 1/2 trial will evaluate safety, tolerability, and efficacy of single dose EDIT-401 in patients with HeFH.
• · Company expects to complete enrollment in Part 1 (dose-finding) with topline data in 2027.
• · Appointed Patrick T. Ellinor, M.D., Ph.D. to Board of Directors.
• · Cash runway expected into second half of 2028.
• · Working capital as of June 30, 2026: $149.6 million (up from $117.6 million at Dec 31, 2025).
• · Total stockholders' equity improved to $105.3 million from $27.3 million.

05-08-2026

Montrose Environmental Group, Inc. (MEG) filed an 8-K on August 5, 2026, disclosing that its subsidiary Onterris, Inc. adopted a Certificate of Designations creating 50,000 shares of Series B Preferred Stock. Each share carries 1,000 votes and dividend rights equal to 1,000 times the per-share dividends on common stock, effectively acting as a poison pill to prevent hostile takeovers. The filing is a routine governance measure with no immediate financial impact.

• · Series B Preferred Stock ranks junior to all other series of Preferred Stock but senior to Common Stock regarding dividends and liquidation.
• · Dividends on Series B Preferred Stock are cumulative and payable quarterly on the last day of March, June, September, and December.
• · The Certificate of Designations includes anti-takeover provisions: restrictions on dividends and share repurchases when dividends are in arrears, and a two-thirds vote requirement for amendments adversely affecting Series B holders.
• · Upon liquidation, holders of Series B Preferred Stock receive an amount per share equal to 1,000 times the distribution per common share plus accrued unpaid dividends.

05-08-2026

FreightCar America, Inc. filed an 8-K on August 5, 2026, reporting multiple material events including entry into a definitive agreement, modifications to security holder rights, and amendments to its articles of incorporation. The filing covers Items 1.01, 3.03, 5.03, 8.01, and 9.01, indicating a multi-item disclosure. However, specific financial terms, transaction values, and strategic details are not disclosed in the provided summary, limiting the ability to assess materiality or directional impact.

• · The filing includes Item 8.01 (Other Events), which may cover additional material events not specified in the summary.
• · Item 9.01 indicates that financial statements or exhibits are attached, but their content is not summarized.
• · No specific dollar values, share counts, or percentage changes are mentioned in the provided summary.

05-08-2026

Constellation Energy announced that President and CEO Joe Dominguez has been elected Chairman of the Board, effective August 4, 2026, and appointed Roger Crandall (Chairman, President & CEO of MassMutual) as an independent director, effective August 5, 2026. Charles L. Harrington will serve as Lead Independent Director. These changes follow the resignation of Robert J. Lawless after more than two decades of service. The appointments strengthen governance and bring deep financial services and risk management expertise, while the departure of a long-tenured director represents a loss of institutional knowledge.

• · Robert J. Lawless served on the board of legacy Constellation Energy Group from 2002 until its merger with Exelon in 2012, on the Exelon Board from 2012 to 2022, and as chairman of Constellation following its separation from Exelon in 2022.
• · Roger Crandall recently completed service as Chair of the Federal Reserve Bank of Boston.
• · Crandall earned an MBA from the Wharton School and a bachelor's degree in economics from the University of Vermont.
• · Constellation is the largest private-sector power producer in the world and the largest nuclear energy company in the U.S.

05-08-2026

Elite Health Systems Inc. (EHSI) entered into a $525,000 subordinated note and warrant agreement with its CEO Dr. Prasad Jeereddi, maturing July 31, 2027, carrying a 10% interest rate and a 2% prepayment penalty. Simultaneously, a warrant was issued to Dr. Jeereddi to purchase up to 110,526 shares of common stock at $0.95 per share through July 31, 2031. The agreement allows the company to accept additional investment of up to $1.5 million on the same terms.

• · Warrant exercise price is $0.95 per share, exercisable through July 31, 2031
• · Warrant may be exercised on a cashless basis if underlying shares are not registered
• · Shares issuable under warrant are currently unregistered and carry transfer restrictions
• · Note is unsecured and due July 31, 2027

05-08-2026

Zillow Group reported Q2 2026 revenue of $772 million, up 18% YoY, driven by strong growth in Mortgages (+75%) and Rentals (+31%). However, the company posted a net loss of $4 million (vs. net income of $2 million a year ago), and traffic declined 2% YoY. Adjusted EBITDA was $176 million, above the high end of guidance, with a 23% margin.

• · Q2 2026 gross profit was $562 million (73% of revenue), down from 75% a year ago.
• · Six-month 2026 total revenue was $1.48 billion, up 18% YoY.
• · Six-month 2026 net income was $42 million, up from $10 million a year ago.
• · Q2 2026 net cash from operations was $11 million, down 87% from $87 million in Q2 2025.
• · Adjusted free cash flow in Q2 2026 was $96 million, down 4% from $100 million a year ago.
• · The company estimates Q2 purchase mortgage origination volume for the industry was approximately flat YoY.
• · Zillow's traffic outperformed the broader real estate category, which saw a decline overall, per Comscore.
• · The company repurchased 5.6 million shares for $200 million in Q2 2026.

05-08-2026

Honeywell Aerospace reported Q2 2026 sales of $4.5 billion, up 5% year over year, but net income fell 70% to $256 million and adjusted EBIT declined 7% to $995 million, impacted by ~$100 million in separation costs. The company updated its full-year guidance downward, now expecting organic growth of 4%-5% (down from 7%-9%) and pro forma adjusted EBIT of $4.35B-$4.45B (down from $4.65B-$4.75B). Backlog grew 9% to $18.2 billion, and the company secured $15 billion in new wins year-to-date, including a record equipment win with IndiGo for 810 Airbus A320neo aircraft.

• · Honeywell Aerospace completed its spin-off from Honeywell International Inc. on June 29, 2026.
• · The company updated its full-year 2026 organic growth guidance to 4%-5% from prior 7%-9%.
• · Full-year pro forma standalone adjusted EBIT guidance was lowered to $4.35B-$4.45B from $4.65B-$4.75B.
• · Second half free cash flow guidance maintained at $1.0B-$1.5B.
• · Engines and Power Systems segment adjusted EBIT declined 32% year over year due to unfavorable mix and higher costs.
• · Electronic Solutions segment adjusted EBIT decreased 3% year over year despite 8% sales growth.
• · The company secured a record new-aircraft-selectable equipment win with IndiGo for 810 Airbus A320neo family aircraft.
• · Year to date new wins total $15 billion in estimated lifetime value.
• · Supply chain actions include qualifying over 50 new suppliers and increasing investment in supplier tooling by 20% in H2 vs H1.
• · The company employs more than 36,000 people globally.

05-08-2026

CoreCivic completed the sale of two detention facilities (Prairie Correctional Facility and Midwest Regional Reception Center) to the U.S. Department of Homeland Security for an aggregate gross sales price of $734.0 million, generating net proceeds of approximately $522.5 million after taxes and transaction costs. The company will continue to operate both facilities under existing ICE management contracts, which expire in August 2031 and September 2027, respectively. However, the company cautioned that ICE retains the right to terminate the contracts for non-appropriation or convenience, and preliminary discussions about selling additional facilities to ICE may not result in any further transactions.

• · The management contracts for Prairie Correctional Facility and Midwest Regional Reception Center expire in August 2031 and September 2027, respectively.
• · ICE has the ability to terminate the management contracts for non-appropriation of funds or for convenience.
• · The company has begun preliminary discussions with ICE about the potential acquisition of additional detention facilities, but no assurance of any additional sales.
• · CoreCivic's portfolio after the sale includes 61 owned/leased facilities (67,000 beds) and 8 managed-only facilities (13,000 beds).

05-08-2026

York Space Systems (NYSE: YSS) announced that Kevin Messerle will step down as CFO, with Brian Frantz, currently Chief Accounting Officer, appointed as interim CFO effective August 14, 2026. Messerle will remain CFO through the filing of the Q2 2026 10-Q. The company will report Q2 2026 financial results on August 13, 2026.

• · Brian Frantz has over three decades of financial leadership experience, including prior CFO roles at RE/MAX International and Principal Financial Officer at Intrepid Potash, Inc.
• · Frantz joined York as Chief Accounting Officer and led the company's transition to a public company, overseeing financial reporting, internal controls, and SEC compliance.
• · York will report second quarter 2026 financial results on August 13, 2026.
• · Messerle will remain CFO through the filing of the Q2 2026 Form 10-Q.

05-08-2026

ZW Data Action Technologies Inc. (CNET) entered into five Securities Purchase Agreements on July 30, 2026, to sell an aggregate of 1,000,000 shares of common stock at $1.45 per share for total gross proceeds of $1,450,000. The purchasers include Amber Strong International Limited, Marvel Investment Limited (owned and controlled by director George Chu), Matrix International Limited, Optimal Success Investments Limited, and Global Yeh Family Ltd. All purchasers agreed to a six-month lock-up period restricting share transfers. The shares were sold in unregistered transactions relying on exemptions under Section 4(a)(2) of the Securities Act and Regulations D and S.

• · The shares were sold in unregistered transactions relying on exemptions under Section 4(a)(2) of the Securities Act and Regulations D and S.
• · Marvel Investment Limited is owned and controlled by director George Chu, making this a related-party transaction.
• · All five agreements were entered into on the same date, July 30, 2026.
• · The closing of each agreement is subject to mutual agreement on a date and satisfaction of closing conditions.

05-08-2026

Bed Bath & Beyond adopted a new 2026 Employment Inducement Equity Incentive Plan, reserving 4.5 million shares for inducement awards, and entered into a new Capital on Demand sales agreement with JonesTrading to sell up to $200.0 million of common stock. The company also has approximately $16.0 million remaining under a prior sales agreement. Proceeds are intended for working capital and general corporate purposes, but the company faces uncertainties regarding profitability and the proposed transaction with Fathom Holdings Inc. and F9 Brands, Inc.

• · The Inducement Plan was adopted without stockholder approval under NYSE Rule 303A.08.
• · Awards under the Inducement Plan must be approved by a majority of Independent Directors or the Compensation Committee composed solely of Independent Directors.
• · The new Sales Agreement terminates upon sale of all shares or termination of the agreement.
• · The company expects to sell the remaining $16.0 million under the Prior Sales Agreement before commencing sales under the new agreement.
• · The company intends to use net proceeds for working capital and general corporate purposes.
• · The company's forward-looking statements highlight risks including inability to become profitable or generate positive cash flows and uncertainties regarding the proposed transaction with Fathom Holdings Inc. and F9 Brands, Inc.

05-08-2026

Blue Bird Corporation has entered into a definitive agreement with Ford Motor Company to design, manufacture, and sell the next generation of F-53/F-59 commercial stripped chassis, starting in 2028. To accelerate the launch, Blue Bird will acquire the Detroit Assembly Plant assets of Detroit Chassis LLC (DCP), the long-time manufacturer of these platforms. The collaboration is expected to diversify Blue Bird's product portfolio and broaden its addressable market, leveraging Ford's powertrain technology and DCP's manufacturing expertise.

• · New production anticipated to begin early in 2028.
• · Blue Bird will acquire the Detroit Assembly Plant assets of Detroit Chassis LLC.
• · Customers will have access to service and support through select dealers.
• · Blue Bird has sold more than 25,000 propane, natural gas, and electric powered buses.