US Pre-Market SEC Filings Roundup — August 06, 2026

05-08-2026

Chief Operating Officer SPENCER DARIEN sold 30,000 Common Stock at $45.00 (~$1.35M). SPENCER DARIEN holds 299,806.5 shares after the transaction. Trades executed under a Rule 10b5-1 plan.

• · Chief Operating Officer SPENCER DARIEN sold 30,000 Common Stock at $45.00 (~$1.35M)

05-08-2026

Chairman and CEO Atay Oguzhan sold 9,989 Class A Common Stock at $137.25 (~$1.37M). 29 transactions reported in total. Atay Oguzhan holds 162,500 shares after the transaction. Trades executed under a Rule 10b5-1 plan.

• · Chairman and CEO Atay Oguzhan exercised/converted 20,000 Class A Common Stock at $2.80 (~$56K)
• · Chairman and CEO Atay Oguzhan exercised/converted 6,250 Class A Common Stock at $2.80 (~$17.5K)
• · Chairman and CEO Atay Oguzhan exercised/converted 6,250 Class A Common Stock at $2.80 (~$17.5K)
• · Chairman and CEO Atay Oguzhan sold 269 Class A Common Stock at $133.01 (~$35.8K)
• · Chairman and CEO Atay Oguzhan sold 555 Class A Common Stock at $133.81 (~$74.3K)
• · Chairman and CEO Atay Oguzhan sold 135 Class A Common Stock at $135.42 (~$18.3K)
• · Chairman and CEO Atay Oguzhan sold 6,354 Class A Common Stock at $136.42 (~$867K)
• · Chairman and CEO Atay Oguzhan sold 9,989 Class A Common Stock at $137.25 (~$1.37M)

05-08-2026

Chief Executive Officer Ashish Arora sold 58,095 Class A Common Stock at $5.98 (~$347K). 4 transactions reported in total. Ashish Arora holds 4,207,105 shares after the transaction. Trades executed under a Rule 10b5-1 plan.

• · Chief Executive Officer Ashish Arora sold 60,000 Class A Common Stock at $4.77 (~$286K)
• · Chief Executive Officer Ashish Arora sold 60,000 Class A Common Stock at $4.89 (~$293K)
• · Chief Executive Officer Ashish Arora sold 58,095 Class A Common Stock at $5.98 (~$347K)
• · Chief Executive Officer Ashish Arora sold 1,905 Class A Common Stock at $6.26 (~$11.9K)

05-08-2026

OrbiMed Advisors LLC and affiliated entities filed a Schedule 13D disclosing a 9.97% beneficial ownership stake in Yarrow Bioscience, Inc. (formerly VYNE Therapeutics Inc.) as of July 27, 2026, following a merger in which a VYNE subsidiary merged into the issuer. The stake consists of 266,306 common shares held through OrbiMed Private Investments X, LP (233,019 shares, 8.73%) and OrbiMed Genesis Master Fund, L.P. (33,287 shares, 1.25%), plus pre-funded warrants exercisable at $0.0001 per share that are subject to a 9.99% blocker. The filing indicates an investment purpose with no current plans for control or major corporate changes.

• · The merger occurred on July 27, 2026, with Yarrow Bioscience Operating Company Corp. as the surviving entity.
• · Mona Ashiya, a member of OrbiMed Advisors, serves on the board of Yarrow Bioscience and is obligated to transfer any equity compensation to OrbiMed Advisors for the benefit of OPI X.
• · The pre-funded warrants are subject to a 9.99% blocker, preventing exercise beyond that threshold.
• · OrbiMed Advisors exercises voting and investment power through a management committee of Carl L. Gordon, W. Carter Neild, and Geoffrey C. Hsu.

05-08-2026

Director Nagata Ryoko was awarded 72 Common Stock at $10.36 (~$746). Nagata Ryoko holds 182 shares after the transaction.

• · Director Nagata Ryoko was awarded 72 Common Stock at $10.36 (~$746)

05-08-2026

CHIEF FINANCIAL OFFICER Brophy Michael Burkes sold 478 Common Stock at $274.22 (~$131K). Brophy Michael Burkes holds 51,637 shares after the transaction. Trades executed under a Rule 10b5-1 plan.

• · CHIEF FINANCIAL OFFICER Brophy Michael Burkes sold 317 Common Stock at $267.99 (~$85K)
• · CHIEF FINANCIAL OFFICER Brophy Michael Burkes sold 478 Common Stock at $274.22 (~$131K)

05-08-2026

Director Ben-Tzvi Avraham was awarded 112,259 Ordinary Shares. Ben-Tzvi Avraham holds 251,400 shares after the transaction.

• · Director Ben-Tzvi Avraham was awarded 112,259 Ordinary Shares

05-08-2026

Chief Financial Officer Burrows Scott L sold 5,100 Common Stock at $95.21 (~$486K). 5 transactions reported in total. Burrows Scott L holds 97,994 shares after the transaction. Trades executed under a Rule 10b5-1 plan.

• · Chief Financial Officer Burrows Scott L exercised/converted 7,500 Common Stock at $14.50 (~$109K)
• · Chief Financial Officer Burrows Scott L sold 5,100 Common Stock at $95.21 (~$486K)
• · Chief Financial Officer Burrows Scott L sold 2,300 Common Stock at $96.30 (~$221K)
• · Chief Financial Officer Burrows Scott L sold 100 Common Stock at $97.10 (~$9.71K)
• · Chief Financial Officer Burrows Scott L exercised/converted 7,500 Stock Option (Right to Buy)

05-08-2026

COO Allan David Robert Malcolm sold 81,879 Class A common stock, par value $0.001 per share at $1.47 (~$120K). Allan David Robert Malcolm holds 9,002 shares after the transaction.

• · COO Allan David Robert Malcolm sold 81,879 Class A common stock, par value $0.001 per share at $1.47 (~$120K)
• · COO Allan David Robert Malcolm sold 35,769 Class A common stock, par value $0.001 per share at $1.61 (~$57.6K)
• · COO Allan David Robert Malcolm sold 9,002 Class A common stock, par value $0.001 per share at $1.70 (~$15.3K)

05-08-2026

Chief Executive Officer Torres Declet Brandon was awarded 109,000 Stock Option.

• · Chief Executive Officer Torres Declet Brandon was awarded 109,000 Stock Option

05-08-2026

See Remarks Burnett Patrick sold 955 Common Stock at $26.12 (~$24.9K). Burnett Patrick holds 119,289 shares after the transaction. Trades executed under a Rule 10b5-1 plan.

• · See Remarks Burnett Patrick sold 955 Common Stock at $26.12 (~$24.9K)

05-08-2026

Sr Exec VP, Gen Counsel & Secy KISSINGER THOMAS F had withheld for taxes 35,848 Common Stock at $31.43 (~$1.13M). 9 transactions reported in total. KISSINGER THOMAS F holds 232,965 shares after the transaction.

• · Sr Exec VP, Gen Counsel & Secy KISSINGER THOMAS F exercised/converted 24,400 Common Stock at $27.00 (~$659K)
• · Sr Exec VP, Gen Counsel & Secy KISSINGER THOMAS F had withheld for taxes 20,875 Common Stock at $31.56 (~$659K)
• · Sr Exec VP, Gen Counsel & Secy KISSINGER THOMAS F exercised/converted 39,000 Common Stock at $28.88 (~$1.13M)
• · Sr Exec VP, Gen Counsel & Secy KISSINGER THOMAS F had withheld for taxes 35,848 Common Stock at $31.43 (~$1.13M)
• · Sr Exec VP, Gen Counsel & Secy KISSINGER THOMAS F exercised/converted 47,100 Common Stock at $21.84 (~$1.03M)
• · Sr Exec VP, Gen Counsel & Secy KISSINGER THOMAS F had withheld for taxes 32,728 Common Stock at $31.43 (~$1.03M)
• · Sr Exec VP, Gen Counsel & Secy KISSINGER THOMAS F exercised/converted 24,400 Stock Option (right to buy) (granted 2/27/18)
• · Sr Exec VP, Gen Counsel & Secy KISSINGER THOMAS F exercised/converted 39,000 Stock Option (right to buy) (granted 2/25/20)

05-08-2026

Global Chief Financial Officer Drucker Mann Lindsay sold 11,473 Class A ordinary shares at $15.10 (~$173K). Drucker Mann Lindsay holds 104,492 shares after the transaction.

• · Global Chief Financial Officer Drucker Mann Lindsay sold 11,473 Class A ordinary shares at $15.10 (~$173K)

06-08-2026

Haemonetics reported net revenues of $339.4M for the quarter ended June 27, 2026, up 5.6% from $321.4M in the prior year quarter. Net income decreased slightly to $33.0M from $34.0M, while diluted EPS improved to $0.72 from $0.70. Operating cash flow increased significantly to $52.3M from $17.4M, but the company reduced its revolving credit facility by $50.0M and ended the period with $223.4M in cash, down from $245.4M at March 28, 2026.

• · Net revenues increased 5.6% year-over-year to $339.4M.
• · Net income decreased 3.0% year-over-year to $33.0M.
• · Diluted EPS increased 2.9% to $0.72.
• · Operating cash flow surged 200.8% to $52.3M.
• · Cash and cash equivalents declined 9.0% from March 28, 2026 to $223.4M, partly due to $50.0M in revolving credit facility payments.
• · The company completed an acquisition in January 2026 with net assets acquired of $166.1M, including $117.1M in developed technology and $52.2M in goodwill.

06-08-2026

Oscar Health reported record profitability for the first half of 2026, with Q2 2026 total revenue of $4.88B (up 70.4% YoY from $2.86B) and net income of $361.8M versus a net loss of $228.4M in Q2 2025. The medical loss ratio improved dramatically to 79.2% from 91.1% YoY, driven by disciplined pricing and favorable prior period reserve development. However, the company no longer offers small group plans and the Cigna+Oscar partnership ended, resulting in a loss of 10,090 members from that segment, though total effectuated membership grew 46.2% to 2.96M.

• · Diluted EPS was $1.10 for Q2 2026 vs $(0.89) for Q2 2025.
• · Cash and cash equivalents were $4.08B as of June 30, 2026, up from $2.77B at Dec 31, 2025.
• · Total assets grew to $11.23B from $6.33B at year-end 2025.
• · The company raised its full-year 2026 earnings from operations guidance to $500M-$700M from $250M-$450M.
• · Full-year 2026 MLR guidance was lowered to 81.5%-82.5% from 82.4%-83.4%.
• · Full-year 2026 SG&A expense ratio guidance was tightened to 15.6%-16.1% from 15.8%-16.3%.
• · The company no longer offers small group plans effective December 15, 2024, and the Cigna+Oscar partnership was not renewed after December 31, 2024.
• · Favorable prior period reserve development contributed $164M to Q2 2026 results.

06-08-2026

Banco Santander, S.A. reported the purchase of 17,500,000 of its own shares (SAN) across multiple trading venues between July 30 and August 5, 2026, at weighted average prices ranging from €12.1766 to €12.7466 per share. The transactions reflect ongoing buyback activity, with the largest purchases occurring on July 31 and August 3, 2026. No negative metrics are reported in this filing.

• · The share purchases were executed on XMAD and CEUX trading venues.
• · The highest single-day purchase was 4,500,000 shares on 31/07/2026 (3,000,000 on XMAD and 1,500,000 on CEUX).
• · The weighted average price increased from €12.1766 on 30/07/2026 to €12.7466 on 05/08/2026, indicating a rising purchase price over the period.

06-08-2026

Pinpoint Asset Management (Singapore) Pte. Ltd. filed its Form 13F-HR for the quarter ended June 30, 2026, reporting a total of 151 equity and convertible note holdings with an aggregate market value of approximately $492.8 million. The portfolio is heavily concentrated in technology and semiconductor names, with top positions including iShares Bitcoin Trust ($59.5M), Seagate Technology ($48.2M), and Taiwan Semiconductor ($33.9M). The filing reflects a significant allocation to convertible notes and a broad mix of U.S. and international equities, but no period-over-period comparison is available as this is a single-period snapshot.

• · The portfolio includes 151 positions, with a total market value of $492,819,748 as of June 30, 2026.
• · All holdings are listed as sole voting and dispositive power, with no shared or non-dispositive authority.
• · The largest single position is the iShares Bitcoin Trust ETF at $59,508,239 (1,787,571 shares).
• · The second largest is Seagate Technology Holdings at $48,209,470 (49,958 shares).
• · The third largest is Taiwan Semiconductor (TSMC) ADS at $33,918,454 (71,023 shares).
• · Significant convertible note holdings include Trip.com Group 0.750% notes ($21.2M), Qifin Holdings 0.500% notes ($18.5M), iQIYI 4.625% notes ($18.2M), Finvolution Group 2.500% notes ($13.2M), and Vishay Intertechnology 2.250% notes ($11.9M).
• · The portfolio has a strong tilt toward technology and semiconductor companies, including NVIDIA, AMD, Intel, Qualcomm, Applied Materials, KLA, ASML, Teradyne, and Western Digital.
• · Other notable equity holdings include Alphabet (Class A: $40.4M, Class C: $1.8M), Amazon ($15.0M), Apple ($8.9M), Meta Platforms ($5.2M), and Tesla ($394K).
• · The filing also includes positions in Chinese ADRs such as VNET Group ($27.1M), Full Truck Alliance ($7.8M), GDS Holdings ($10.8M), JOYY ($5.9M), and NetEase ($4.7M).
• · Energy holdings include Frontline PLC ($18.7M), Seadrill ($2.0M), Transocean ($747K), and Noble Corp. ($770K).
• · The filing was signed by Eleanor Chan, Compliance Officer, on August 6, 2026.

06-08-2026

Mitsubishi UFJ Financial Group reported a strong first quarter for fiscal year ending March 2027, with ordinary profits surging 57.8% YoY to ¥1,117,934 million and profits attributable to owners of parent rising 48.2% to ¥809,427 million. Total assets grew slightly to ¥433,913,478 million as of June 30, 2026, while the equity-to-asset ratio remained flat at 5.2%. However, the company noted that Japanese GAAP figures may differ significantly from U.S. GAAP, and it does not expect to publish U.S. GAAP results for this period.

• · Total comprehensive income attributable to owners of parent surged to ¥1,102,078 million in Q1 FY2027 from ¥108,064 million in Q1 FY2026, driven by a swing in foreign currency translation adjustments from -¥279,302 million to +¥133,479 million.
• · Net unrealized gains on available-for-sale securities increased to ¥262,053 million in Q1 FY2027 from ¥84,962 million in Q1 FY2026.
• · Interest income rose 15.5% YoY to ¥2,336,667 million, while interest expenses increased 9.2% to ¥1,454,332 million.
• · General and administrative expenses increased 13.0% YoY to ¥900,551 million.
• · Extraordinary gains fell sharply to ¥4,271 million from ¥22,870 million, due to the absence of gains on liquidation of subsidiaries.
• · The company does not expect to publish U.S. GAAP financial results for this period, and notes that Japanese GAAP and U.S. GAAP figures may differ significantly.
• · Forecast dividends per share for FY2027 are ¥96.00, up from ¥86.00 in FY2026.

06-08-2026

GigaCloud Technology reported strong Q2 2026 results with total revenues of $411.6M, up 27.6% YoY, and net income of $42.3M, up 22.5% YoY. However, cash and cash equivalents declined to $334.5M from $379.8M at year-end, and operating cash flow fell to $26.7M from $48.0M in the prior-year period. The company also repurchased shares and made an acquisition, but faced higher operating expenses and a foreign exchange loss.

• · Service revenues grew 24.7% YoY in Q2 2026 to $120.8M, while product revenues grew 28.9% to $290.8M.
• · Gross profit margin improved to 25.6% in Q2 2026 from 23.8% in Q2 2025.
• · Operating expenses increased 41.2% YoY in Q2 2026, driven by higher selling and marketing expenses (up 46.0%) and G&A expenses (up 47.1%).
• · The company recorded a foreign currency exchange loss of $0.8M in Q2 2026 versus a gain of $0.6M in Q2 2025.
• · Share repurchases totaled $42.3M in H1 2026, reducing share count; the company also retired 1.3M shares.
• · An acquisition was completed in H1 2026 for $14.3M, with contingent consideration of $3.4M recorded.
• · Total assets increased to $1.27B as of June 30, 2026, from $1.20B at year-end 2025.
• · The company had no treasury shares as of June 30, 2026, after retiring repurchased shares.

06-08-2026

Arhaus reported Q2 FY2026 net revenue of $384.9M, up 7.4% from $358.4M in Q2 FY2025, and net income of $39.6M vs. $35.1M, a 12.9% increase. For the first half of FY2026, revenue grew 4.4% to $699.2M, but net cash from operations dropped 26.6% to $59.8M due to working capital outflows, and total stockholders' equity declined 0.8% as the company paid $49.6M in dividends.

• · The company paid $49.6M in dividends in H1 FY2026, sharply up from $276,000 in the prior period.
• · Operating cash flow declined 26.6% to $59.8M, driven by a $38.2M increase in prepaid and other assets and a $35.2M operating lease liability reduction.
• · Client deposits grew 11.8% from $235.9M to $263.8M, a positive forward indicator.
• · Total assets increased 4.0% to $1.45B.
• · Basic EPS for Q2 FY2026 was $0.28 versus $0.25 in Q2 FY2025, a 12.0% increase.
• · Merchandise inventory increased 4.3% from $338.8M to $353.5M, while accounts payable decreased 8.2% from $78.4M to $71.9M.
• · Selling, general and administrative expenses rose 16.1% in Q2 and 8.7% in H1, outpacing revenue growth.
• · The company will adopt ASU 2024-03 and ASU 2025-01 (expense disaggregation) in FY2027 and ASU 2025-06 (internal-use software) in FY2028.

06-08-2026

Himalaya Shipping Ltd. filed a Form 6-K with the SEC on August 6, 2026, submitting a press release as an exhibit. The filing is a routine foreign private issuer report and does not contain any financial results, material events, or operational updates beyond the press release reference.

• · Filing type: Form 6-K (foreign private issuer report)
• · Filing date: August 6, 2026
• · Exhibit 99.1 is a press release (content not provided in the filing excerpt)
• · Registrant is incorporated in Bermuda with principal executive office in Hamilton, Bermuda

06-08-2026

Townsquare Media reported a net loss of $41.8M for Q2 2026 vs. net income of $2.0M in Q2 2025, driven by a $26.6M impairment of intangible assets. Total net revenue was essentially flat at $115.4M, with Digital Advertising growing 11.0% to $47.2M, but Subscription Digital Marketing Solutions declined 8.5% to $17.2M and Broadcast Advertising fell 5.5% to $46.5M. The company's accumulated deficit widened to $400.4M and total stockholders' deficit increased to $79.2M.

• · Impairment of intangible assets was $26.6M in Q2 2026 and $35.2M in H1 2026, compared to $1.5M in each of the prior-year periods.
• · Interest expense decreased 9.6% to $11.4M in Q2 2026 from $12.7M in Q2 2025.
• · Dividends declared were $0.20 per share in both Q1 and Q2 2026, totaling $8.0M in H1 2026.
• · Cash and cash equivalents fell to $1.2M as of June 30, 2026 from $4.8M at December 31, 2025.
• · Total stockholders' deficit worsened to ($79.2M) from ($41.0M) at year-end 2025.
• · Long-term debt increased to $427.5M from $421.2M, with $10.0M drawn on the revolving credit facility in H1 2026.
• · Net cash provided by operating activities declined 23.2% to $7.8M in H1 2026 from $10.1M in H1 2025.
• · Political revenue increased to $1.3M in Q2 2026 from $0.6M in Q2 2025, but remains a small portion of total revenue.

06-08-2026

Nomura Holdings reported strong financial results for Q1 FY2026/27 (three months ended June 30, 2026), with net revenue surging 94.4% year-over-year to ¥98.3 billion. The improvement was driven by a 111.8% increase in business revenue to ¥86.2 billion and a 22.2% rise in investment gain/loss to ¥12.1 billion. However, non-interest expenses also rose 10.9% to ¥74.3 billion, partially offsetting gains.

• · Cost-to-income ratio improved to 75% in Q1 FY2026/27 from 84% in Q1 FY2025/26.
• · Revenue/modified RWA increased to 9.3% in Q1 FY2026/27 from 6.9% in Q1 FY2025/26.
• · Equities net revenue surged 82.6% YoY, the strongest growth among segments.
• · Fixed Income net revenue grew 11.4% YoY, the slowest growth among reported segments.
• · Non-interest expenses increased 10.9% YoY, partially offsetting revenue gains.

06-08-2026

MidCap Financial Investment Corp (MFIC) reported Q2 FY2026 net investment income of $0.40 per share, up from $0.38 in Q1 FY2026, but NAV per share fell 3.2% to $13.37 from $13.82 due to credit-related portfolio losses. The company experienced net repayments of $160 million and repurchased 2.76 million shares at a 15% discount to NAV, generating $0.07 per share of NAV accretion. However, the company reported a net loss of $17.5 million for the quarter, driven by $50.3 million in net realized and unrealized losses, and total assets declined to $2.86 billion from $3.07 billion.

• · Net investment income for Q2 FY2026 was $32.8 million, down 9.9% from $36.4 million in Q2 FY2025.
• · Net realized and unrealized losses were $50.3 million in Q2 FY2026, versus $18.3 million in Q2 FY2025.
• · Net investment activity was negative $160.2 million in Q2 FY2026, compared to positive $144.0 million in Q2 FY2025.
• · Portfolio companies decreased from 236 to 229 during Q2 FY2026, with no new portfolio companies added.
• · Weighted average yield on total portfolio declined to 8.1% as of June 30, 2026, from 9.2% a year earlier.
• · First lien secured debt yield remained at 9.5% as of June 30, 2026, down from 10.4% a year earlier.
• · The company's $125 million Senior Unsecured Notes matured on July 16, 2026 and were fully repaid.
• · Dividend of $0.31 per share declared on August 5, 2026, payable September 24, 2026.
• · Net leverage ratio was 1.54x as of June 30, 2026, down from 1.55x at March 31, 2026.
• · Debt-to-equity ratio was 1.58x as of June 30, 2026, down from 1.59x at March 31, 2026.

06-08-2026

Geron Corporation reported Q2 2026 RYTELO net product revenue of $57.5M, an 11% increase from Q1 2026, and reiterated its full-year 2026 revenue guidance of $220M-$240M. However, the company posted a net loss of $16.7M, slightly wider than the $16.4M loss in Q2 2025, driven by non-cash inventory-related expenses. Total costs and operating expenses rose to $70.0M from $61.5M year-over-year, while cash and marketable securities declined to $326.9M from $341.0M at the end of Q1 2026.

• · RYTELO demand grew 5% QoQ in Q2 2026.
• · Ordering accounts increased by roughly 8% QoQ to approximately 1,575.
• · First real-world evidence study of RYTELO in LR-MDS presented at EHA 2026 Congress.
• · Two abstracts on imetelstat in relapsed/refractory myelofibrosis presented at ASCO 2026 Annual Meeting.
• · Chinmaya Rath appointed as Chief Business Officer.
• · Cost of goods sold increased significantly from $1.2M in Q2 2025 to $9.2M in Q2 2026, primarily due to non-cash inventory-related expenses.
• · R&D expenses increased slightly to $22.0M from $21.7M, driven by manufacturing investments partially offset by lower headcount costs from the December 2025 workforce reduction.
• · SG&A expenses remained nearly flat at $38.9M vs $38.6M, with continued investment in RYTELO commercialization offset by lower personnel expense from the workforce reduction.
• · Full-year 2026 guidance: RYTELO net product revenue $220M-$240M; total operating expenses $230M-$240M.

06-08-2026

ORIX Corp reported strong financial results for Q1 FY2026 (three months ended June 30, 2026), with total revenue of ¥876,628 million (+17.4% YoY) and net income attributable to shareholders of ¥280,832 million (+161.8% YoY). The results reflect reclassification of ORIX Bank as held for sale and discontinued operations, and include a significant contribution from gains related to Kioxia Holdings shares. The company forecasts net income of ¥530,000 million for the full fiscal year ending March 31, 2027 (+18.5% YoY), with a sharper six-month forecast of ¥840,000 million (+209.9% YoY) that includes the Kioxia gains.

• · Operating Income increased 11.7% YoY to ¥133,919 million, which is less than revenue growth, indicating margin pressure.
• · Total Expenses grew 18% YoY (¥742,709 million vs ¥627,055 million), outpacing revenue growth.
• · The company notes that gains on Kioxia shares are subject to future share price fluctuations and ORIX will not receive corresponding cash inflows.
• · For the prior year quarter (June 30, 2025), Comprehensive Income had declined 30.3% YoY, showing volatility.
• · Forecast net income for the full fiscal year ending March 31, 2027 of ¥530,000 million is significantly lower than the six-month forecast of ¥840,000 million, primarily due to the exclusion of Kioxia gains in the second half.
• · Adjusted net income for the six months (excluding Kioxia gains) is forecast at ¥300,000 million, implying a significant reliance on the Kioxia transaction for reported earnings.

06-08-2026

Prestige Consumer Healthcare reported Q1 FY2027 revenue of $265.7M, up 6.5% YoY, with organic sales growth of 3.2% exceeding expectations. Adjusted diluted EPS rose to $0.98 from $0.95 in the prior year. However, GAAP net income fell sharply to $29.2M ($0.61 per diluted share) from $47.5M ($0.95) due to acquisition-related costs, and cash from operations declined to $70.8M from $79.0M. The company closed the Breathe Right and LaCorium acquisitions and raised its full-year revenue outlook to $1,290-$1,315M and adjusted EPS to $4.55-$4.65.

• · Gross profit declined to $136.2M from $140.3M YoY, with gross margin compression due to acquisition-related cost of sales step-up of $2.8M.
• · Advertising and marketing spend was essentially flat at $34.7M vs $34.9M YoY.
• · General and administrative expenses surged to $43.3M from $28.5M YoY, driven by acquisition-related costs.
• · Interest expense increased to $13.9M from $10.2M YoY due to higher debt from acquisitions.
• · The company issued $400M of 6.25% senior notes due 2034, extending nearest debt maturity to 2031.
• · Clear Eyes experienced variability and volatile supply, partially offsetting category strength.
• · The company repurchased no shares in Q1 FY2027 vs $34.8M in Q1 FY2026.
• · Inventory increased to $190.2M from $159.1M at March 31, 2026, partly due to acquisitions.
• · Goodwill rose to $650.8M from $581.1M, and intangible assets increased to $3.24B from $2.30B, reflecting acquisition accounting.
• · Total debt (net) increased to $2.01B from $994M at March 31, 2026, due to Term Loan proceeds for acquisitions.

06-08-2026

WPP plc reported its unaudited interim financial results for the six months ended June 30, 2026, showing a revenue increase of 5.2% to £7,234 million compared to £6,878 million in the same period of 2025. However, the company reported a net loss of £910 million for the period, a significant decline from a profit of £167 million in the prior year, driven by impairment charges and restructuring costs. The results reflect mixed performance across regions, with North America growing 3.5% while Asia Pacific declined 1.2%.

• · The company reported a net loss of £910 million for H1 2026, compared to a profit of £167 million in H1 2025, due to impairment charges and restructuring costs.
• · North America revenue grew 3.5% YoY, while Asia Pacific revenue declined 1.2% YoY.
• · The filing includes unaudited condensed consolidated interim financial statements for the six months ended June 30, 2026 and 2025.
• · The report is incorporated by reference into the Registration Statement on Form F-3 (File No. 333-294468) filed on March 19, 2026.
• · The company has various debt securities programs with guarantees from WPP plc, WPP 2005 Limited, and WPP Jubilee Limited.