{"filings":[{"id":2898796,"accession_number":"0001756770-26-000111","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-09-16T16:29:42+00:00","items":["8.01","9.01"],"status":"ready","headline":"Curaleaf urges Aurora shareholders to tender at $4.00/share, 45% premium","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Offer: 0.3463 Curaleaf shares + US$0.75 cash per Aurora share, implying US$4.00 vs US$2.76 pre-offer (45% premium).","Combined company would span 17 countries, US$1.5B+ LTM revenue, ~US$350M adjusted EBITDA, and ≥US$40M annual cost synergies.","Curaleaf cites Aurora net revenue -14%, adjusted EBITDA -78% over four quarters ended June 30, 2026; Aurora shares declined ~34% in H1 2026 vs Curaleaf +50%.","Aurora management raised US$398M via dilutive equity; Curaleaf says Aurora's own auditors question inventory controls.","Brochure published Sept 16, 2026; Curaleaf says Aurora has refused to engage, putting decision to shareholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":1.0,"calibrated_materiality_score":1.0,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":"2026-09-16","daily_digest_url":"/daily/2026-09-16","daily_digest_rank":2},{"id":2879756,"accession_number":"0001756770-26-000106","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-09-15T19:56:28+00:00","items":["8.01","9.01"],"status":"ready","headline":"Curaleaf urges Aurora shareholders to tender; touts 45% premium, $4.00 offer","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Offer of 0.3463 Curaleaf shares + $0.75 cash per Aurora share implies $4.00 price, 45% premium to $2.76.","Combined company would span 17 countries, >$1.5B revenue, ~$350M adj. EBITDA, $40M+ annual synergies.","Aurora's 4-quarter revenue down 14%, adj. EBITDA down 78%, operating cash flow negative; Curaleaf shares up ~50% vs Aurora down ~34% in H1 2026.","Aurora raised >$400M via dilutive issuances, selling shares as low as $2.60 (35% discount to offer).","Tender deadline Dec 1, 2026; shareholder Q&A with CEO Boris Jordan on Sept 17, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":"2026-09-15","daily_digest_url":"/daily/2026-09-15","daily_digest_rank":2},{"id":2851436,"accession_number":"0001756770-26-000102","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-09-14T19:30:32+00:00","items":["8.01","9.01"],"status":"ready","headline":"Curaleaf asks Alberta regulator to halt Aurora's ATM share sales during US$4.00/share offer","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Filed application with Alberta Securities Commission to stop Aurora's ATM issuances during pending US$4.00/share offer.","Aurora issued ~2.81M shares at avg US$3.04 since June, diluting shareholders ~4.9%; ~10.8% dilution since Feb 2026 ATM launch.","Curaleaf claims ATM sales add >US$11M to offer cost and are an abusive defensive tactic given Aurora's debt-free, ~C$149M cash position.","Curaleaf requests expedited ASC hearing; CEO Boris Jordan says issuances protect management at investors' expense."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2744196,"accession_number":"0001756770-26-000095","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-09-08T21:08:55+00:00","items":["8.01","9.01"],"status":"ready","headline":"Curaleaf fact sheet defends 45% premium offer for Aurora, rebuts criticisms","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Offer represents 45% premium (~110% ex-cash); US$5.00 cap in 92nd percentile of Canadian M&A premiums.","Aurora booked ~C$5B impairments, ~C$130M transformation costs, negative op cash flow >C$480M since FY21; ACB down 97% under CEO.","Curaleaf generated $447M positive op cash flow since F21 and ~$500M insider investment; >13x Aurora's market cap.","Cash portion ~19% of US$4.00 offer; Aurora raised >US$400M via ATM since Sept 2020, diluting shareholders.","Aurora never discussed price, rejected without counteroffer; Curaleaf says board can shorten 105-day bid to 35 days."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2624476,"accession_number":"0001756770-26-000090","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-09-02T17:15:18+00:00","items":["8.01","9.01"],"status":"ready","headline":"Curaleaf defends 45% premium offer for Aurora, attacks Aurora's dilution and cash burn","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Curaleaf reaffirms hostile offer for Aurora, citing 45% premium (110% ex-cash) and $5 cap (82% premium to Aug 10 VWAP).","Aurora raised $398M since Sept 2020, diluting shareholders ~31%; ATM sales at $3.57 and $3.09 per share.","Aurora's June quarter OCF negative C$4.4M; Curaleaf generated $50M OCF and $17M FCF in H1 2026.","Curaleaf cites Aurora's cumulative OCF losses >C$480M, impairments >C$400M, share price down 97% under current CEO.","Curaleaf highlights its $145M LTM OCF, $500M notes raise, and insider ownership ~20% vs Aurora ~1%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2447523,"accession_number":"0001756770-26-000086","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-08-24T22:55:51+00:00","items":["8.01","9.01"],"status":"ready","headline":"Curaleaf rebuts Aurora's claims, cites 35% share decline and weak EBITDA","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Aurora shares fell ~35% over past year vs Curaleaf +56%; Curaleaf reiterates substantial premium offer.","Aurora June quarter adj. EBITDA 63% below March quarter; C$5.1M add-backs; cash flow -C$4.4M.","Aurora's cultivation yield 114g/plant per its own filing; Curaleaf claims more than double.","Aurora guides FY2027 revenue near FY2025, gross margin down to mid-high 50s from ~64%.","Curaleaf says Aurora refused NDA and site visit; no substantive deal talks occurred."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2311357,"accession_number":"0001628280-26-057556","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-08-18T13:16:30+00:00","items":["8.01","9.01"],"status":"ready","headline":"Curaleaf launches formal take-over bid for Aurora Cannabis at $4.00/share, 45% premium","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Offer: 0.3463 Curaleaf shares + US$0.75 cash per Aurora share, total ~US$4.00, 45% premium to unaffected price.","Ex-cash premium 110%; based on Aurora's US$109M cash ($1.62/sh) and US$2.75 30-day VWAP.","Offer expires 5:00 pm MT Dec 1, 2026; subject to >50% tender, 66⅔% fully diluted, regulatory approvals.","Identified ≥US$40M annual cost synergies; pro forma market cap >US$3B, LTM revenue >US$1.5B, adj. EBITDA ~US$350M.","Aurora's Special Committee formed Aug 11, 2026 to review; Curaleaf cites Aurora's FY2027 guidance of lower revenue/EBITDA."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2204636,"accession_number":"0001628280-26-056012","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-08-12T15:03:02+00:00","items":["8.01","9.01"],"status":"ready","headline":"Curaleaf launches hostile take-over bid for Aurora Cannabis at US$4.00/share, 45% premium","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Offer: 0.3463 Curaleaf shares + US$0.75 cash per Aurora share, total US$4.00; 45% premium to 30-day VWAP of US$2.75.","Aurora board refused to engage after June 23 and July 7, 2026 letters from Curaleaf CEO Boris Jordan.","Combined company: 17 countries, >US$1.5B LTM revenue, ~US$350M LTM Adjusted EBITDA, pro forma market cap ~US$3.0B.","At least US$40M annual cost synergies expected; adds Aurora's 50+ tons of EU-GMP cultivation capacity.","Offer not subject to financing or due diligence conditions; 105-day acceptance period; no formal bid commenced yet."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2087653,"accession_number":"0001756770-26-000079","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-08-06T02:00:20+00:00","items":["8.01","9.01"],"status":"ready","headline":"Curaleaf files 8-K with XBRL data only; no material event disclosed","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Filing contains only XBRL taxonomy references and context IDs, no narrative or press release.","No exhibits appended; Item 8.01 and 9.01 filed without substantive disclosure.","Unable to identify any specific financial results, corporate action, or material event from the filing text."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.0,"calibrated_materiality_score":0.0,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2087655,"accession_number":"0001756770-26-000078","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-08-06T01:51:57+00:00","items":["2.02","9.01"],"status":"ready","headline":"Curaleaf Q2 2026 revenue $340M (+10% YoY), net income $12.5M, adjusted EBITDA $70M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $340.1M, up 10% YoY from $310.6M; international revenue $51M (+26% YoY).","Gross profit margin 50%, up 70 bps YoY; net income from continuing ops $12.5M ($0.05 EPS).","Adjusted EBITDA $70.1M, margin 20.6%; cash balance $107M at quarter end.","Domestic revenue grew 7% YoY, second consecutive quarter of domestic YoY growth.","CEO cites 'Built for Growth' strategy gaining traction; company positioned as global cannabis leader."],"consensus_eps_estimate":-0.186,"consensus_eps_actual":0.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":664330000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}