SEC Filings
AI highlights what actually matters from SEC filings
Filing Type
Time
SEC Filings Search
J.M. Smucker FY2026: Operating Income Swings Positive Despite Margin Compression and Ongoing Sweet Baked Snacks Challenges
Smucker reported net sales growth of 4% to $9.1 billion driven by strong pricing across coffee, but adjusted operating income declined 8% to $1.7 billion as gross margins compressed 340 basis points to 34.9% due to commodity inflation and tariffs. Operating income swung from a loss of $673.9 million to a profit of $360.2 million, reflecting a $1.0 billion reduction in impairment charges compared to the prior year.
0
0
Gen Digital Inc. (GEN) – Fiscal 2026 Form 10-K: Revenue Up 27% on MoneyLion Acquisition, $354M Litigation Reversal Boosts Profitability
Gen Digital reported fiscal 2026 net revenues of $5.0 billion (up 27%), driven by the MoneyLion acquisition ($823M contribution) and organic growth. Operating income rose to $2.12 billion, aided by a $354 million litigation accrual reversal, while the company returned $1.09 billion to shareholders and bondholders despite elevated debt levels of $8.3 billion.
0
0
Ralph Lauren Reports Strong FY2026 Results with Double-Digit Revenue Growth and Margin Expansion
Ralph Lauren delivered 14.6% revenue growth to $8.1 billion in Fiscal 2026, driven by strength across all segments and channels. Operating margin expanded 130 basis points to 14.5%, supporting $941 million in net income, up 27% year-over-year despite elevated restructuring charges.
0
0
NetApp FY2026: Revenue Growth Resumes Amid Cost Pressures and Strong Cash Generation
NetApp delivered 5% revenue growth to $6.9 billion in fiscal 2026, with operating margins expanding four percentage points to 24%. While rising component costs pressured product margins, services performance strengthened, operating cash flow surged 37% to $2.1 billion, and deferred revenue grew 7%, signaling healthy renewals.
0
0
STERIS plc FY2026 (Ended March 31, 2026): Broad-Based Growth Drives 27% Operating Income Expansion
STERIS delivered 8.7% revenue growth to $5.9 billion alongside 27% operating income expansion to $1.1 billion, reflecting strong volume and pricing gains across all three segments, improved operating leverage, and substantially completed restructuring initiatives.
0
0
Deckers Outdoor Corporation – FY2026 Results: 10% Revenue Growth Led by HOKA and International Expansion
Deckers delivered 9.8% revenue growth to $5.5 billion in fiscal 2026, driven by HOKA's 15.9% increase and international sales rising 26.8%. Operating margin compressed 50 basis points to 23.1% due to tariffs, while diluted EPS grew 10.9% to $7.02 aided by share repurchases.
0
0
McKesson Corporation FY2026 (Year Ended March 31, 2026) – Double-Digit Revenue Growth, Strategic M&A, and Planned Separation of Medical-Surgical Business
McKesson delivered 12% revenue growth to $403.4 billion and 49% EPS growth to $38.38, driven by distribution volume expansion, oncology platform acquisitions totaling $3.4 billion, and operational improvement including a $210 million LIFO credit. The company completed the sale of its Norway operations for a $480 million net gain, returned $5.1 billion to shareholders, and announced plans to separate Medical-Surgical Solutions into an independent company with Apollo Funds acquiring a 13% minority stake for $1.25 billion.
0
0
Microchip Technology FY2026: Revenue Recovery Amid Inventory Normalization
Microchip reported 7.1% revenue growth to $4.71 billion in fiscal 2026 as customers worked through excess inventory, swinging to net income of $230.0 million from a loss of $0.5 million in fiscal 2025. Gross margin improved to 57.7%, though the company continued to manage elevated debt levels and reduced manufacturing output.
0
0
Electronic Arts FY2026: Revenue Growth Offset by Margin Compression Amid Pending Merger
EA reported 1% revenue growth to $7.5 billion in FY2026, driven by Battlefield 6 and its global football franchise, but operating income fell 24% to $1.2 billion due to a 9% increase in operating expenses. The company returned $941 million to shareholders while awaiting regulatory approval for its announced merger with an investor consortium.
0
0
Take-Two Interactive FY2026 (ended March 31, 2026): Revenue Up 18%, Operating Loss Narrows Sharply on Absence of Goodwill Impairment
Take-Two posted 18.2% revenue growth to $6.66 billion for fiscal 2026, driven by NBA 2K, Borderlands 4, and mobile titles. Operating loss improved to $(104) million from $(4,391) million in the prior year, primarily due to the absence of a $3.5 billion goodwill impairment charge taken in fiscal 2025. The company repaid $1.15 billion in debt and raised approximately $1.2 billion in equity during the year.
0
0
Campbell's FY2025: 6% Revenue Growth Driven by Sovos Acquisition, but Margin Pressure and Snacks Weakness Persist
Campbell's reported $10.3 billion in net sales for fiscal 2025, up 6% driven primarily by the Sovos Brands acquisition and an extra week. However, gross margin contracted to 30.4% from 30.8% due to cost inflation and tariff impacts, while the Snacks segment declined 4% and took $176 million in impairment charges.
0
0
Alexandria Real Estate Equities (ARE) 2025: Navigating Life Science Real Estate Headwinds Amid Market Oversupply and Regulatory Uncertainty
Alexandria reported a GAAP net loss of $1.44 billion in 2025, driven by $2.20 billion in real estate impairments, as life science property oversupply and weakening tenant demand pressured occupancy to 90.9%. The company slashed its dividend 45%, reduced general and administrative expenses 30%, and completed $1.81 billion in asset dispositions to strengthen its balance sheet.
0
0
Conagra Brands FY2025: Revenue Decline Amid Volume Pressure and Input Cost Inflation
Conagra reported a 3.6% decline in net sales to $11.6 billion in fiscal 2025, driven by organic volume declines and unfavorable price/mix across most segments. Despite top-line pressure, diluted EPS rose to $2.40 from $0.72, primarily due to a $253.5 million tax benefit from valuation allowance releases.
0
0
EPAM Systems FY2025: 15% Revenue Growth Masked by Margin Compression and Profitability Decline
EPAM delivered $5.46 billion in revenue (+15.4% YoY) driven by acquisitions and existing client expansion, but operating margin contracted 200 bps to 9.5% and net income fell 17% to $377.7 million as wage inflation, lower tax benefits, and integration costs outweighed top-line gains.
0
0
Bio-Techne FY2025 10-K: 5% Revenue Growth Offset by One-Time Charges and Impairments
Bio-Techne reported $1.22 billion in revenue for fiscal 2025, up 5% organically, with strong performance in Protein Sciences. However, GAAP net earnings fell 56% due to a non-recurring arbitration loss, $80.5 million in asset impairments, and restructuring charges. Adjusted net earnings rose 8% on favorable volume leverage.
0
0
Mosaic Company (MOS) Form 10-K Risk Disclosure and Governance Update
The provided excerpts focus exclusively on risk factors and governance disclosures without containing actual financial performance data. Management confirmed effective disclosure controls and internal controls as of period end.
0
0
Norwegian Cruise Line Holdings 2025 Results: Revenue Growth Amid Refinancing and Fleet Expansion
Norwegian Cruise Line delivered $9.8 billion in revenue (up 3.7%) with two new ships entering service, but net income declined sharply to $423 million due to $272 million in debt extinguishment losses, while Adjusted EBITDA grew 11.4% to $2.7 billion and the company executed major balance sheet optimization transactions.
0
0
Molson Coors Beverage Company (TAP) – Fiscal Year 2025 Form 10-K Analysis
Molson Coors reported a net loss of $2,139.6 million for 2025 driven by a $3,645.7 million goodwill impairment in the Americas segment, with net sales declining 4.2% to $11,140.8 million as volume fell 8.6% amid industry softness and competitive pressures.
Pool Corporation (POOL) – Fiscal 2025: Flat Sales, Lower Profitability, and Defensive Capital Deployment
Pool Corporation reported $5.3 billion in net sales for fiscal 2025, flat versus 2024, as stable maintenance product sales offset declines in discretionary construction and remodeling activity driven by elevated interest rates and consumer hesitancy. Operating income fell 6% to $580.2 million, and diluted EPS declined 4% to $10.85, with operating leverage pressured by rising operating expenses.
0
0
FactSet Research Systems FY2025: 5.7% Organic ASV Growth, Material IT Control Weakness Persists
FactSet delivered solid organic growth with revenues up 5.4% to $2.3 billion and Organic ASV growth of 5.7%, driven by workstations and data solutions. Operating margin expanded to 32.2%, while net income rose 11.2% to $597 million. A material weakness in IT general controls over revenue processes continues from the prior year, with remediation expected in fiscal 2026.
0
0
Daily Analyst Ratings
Track how 1,000 Wall Street analysts rate stocks — updated daily.
See which S&P 500 stocks analysts expect to rise most.
Latest News
Jul 17, 2026 · News · Quantli Newsdesk
Meta in talks to lease $10B compute capacity to Anthropic over two years
Jul 17, 2026 · News · Quantli Newsdesk
Apple Overtakes Nvidia as Most Valuable Company Amid AI Strategy Shift
Jul 17, 2026 · News · Quantli Newsdesk