{"filings":[{"id":2162037,"accession_number":"0001628280-26-055194","cik":1903508,"company_name":"Public Policy Holding Company, Inc.","ticker":"PPHC","form_type":"8-K","filed_at":"2026-08-10T20:01:58+00:00","items":["2.02","9.01"],"status":"ready","headline":"PPHC Q2 revenue $52.1M (+7.3%), adjusted EBITDA -4.4%; raises FY26 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $52.1M, up 7.3% YoY; H1 revenue $102.3M, up 16.3% with organic growth 4.4%.","Adjusted EBITDA Q2 $12.3M (23.5% margin), down 4.4% YoY; H1 $23.4M, up 9.3%.","GAAP net loss Q2 $3.7M vs $5.7M; H1 loss $15.2M vs $16.3M. Adjusted EPS $0.34 vs $0.45.","Completed 1 acquisition in H1 2026 and 2 post-period; raised FY2026 guidance to reflect deals.","Dividend of $7.0M paid in Q2 on 2025 results; net debt $5.2M at Q2 end."],"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":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":256102383.75558868,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2006244,"accession_number":"0001628280-26-051520","cik":1903508,"company_name":"Public Policy Holding Company, Inc.","ticker":"PPHC","form_type":"8-K","filed_at":"2026-08-03T11:00:15+00:00","items":["8.01","9.01"],"status":"ready","headline":"PPHC acquires The Advocacy Partners for up to $75M; expands Florida state gov't relations","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Initial consideration $20.4M ($2.04M in stock, $18.36M cash); max earnout $54.6M through 2030.","TAP reported 2025 net revenue $9.5M; adjusted PBT $4.6M (48% margin); immediately earnings accretive.","Acquisition closed Aug 1, 2026; founders Slater Bayliss and Stephen Shiver continue leading TAP.","Adds Florida presence, complementing existing California and Texas state government relations capabilities.","Earnout contingent on 35% CAGR profit growth; total max consideration $75M."],"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":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":256102383.75558868,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1370479,"accession_number":"0001628280-26-046354","cik":1903508,"company_name":"Public Policy Holding Company, Inc.","ticker":"PPHC","form_type":"8-K","filed_at":"2026-07-01T12:35:06+00:00","items":["8.01","9.01"],"status":"ready","headline":"PPHC completes acquisition of Tancredi; initial consideration £8M, potential earnout to £25M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Initial consideration £8.0M paid July 1, 2026; £7.2M cash + 111,948 shares valued at £800K.","Aggregate consideration maximized at £25M contingent on Tancredi achieving ~30% CAGR profit growth through 2030.","Tancredi reported (unaudited) net revenues £4.3M and adjusted PBT £1.3M for FY2025.","Tancredi co-founder Salamander Davoudi named Global Head of Litigation for TrailRunner International.","Acquisition is earnings-accretive; adds 22 colleagues and expands presence in London, Milan, LA."],"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":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":256102383.75558868,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":40684,"accession_number":"0001628280-26-034122","cik":1903508,"company_name":"Public Policy Holding Company, Inc.","ticker":"PPHC","form_type":"8-K","filed_at":"2026-05-12T20:16:53+00:00","items":["5.07"],"status":"ready","headline":"Public Policy Holding Co. 2026 annual meeting elects three Class II directors","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["21,655,671 shares voted (74.86% of outstanding); all proposals passed.","Kathleen L. Casey, Roeland Smits, Benjamin Ginsberg elected as Class II directors; Ginsberg received 1.84M votes against.","Ratification of Forvis Mazars, LLP as auditor approved with 21,654,757 votes for.","Electronic distribution of reports approved with 20,141,981 votes for."],"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":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":256102383.75558868,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":40450,"accession_number":"0001628280-26-034105","cik":1903508,"company_name":"Public Policy Holding Company, Inc.","ticker":"PPHC","form_type":"8-K","filed_at":"2026-05-12T20:10:20+00:00","items":["2.02","9.01"],"status":"ready","headline":"PPHC Q1 2026 revenue $50.1M (+27.5% YoY), adj. EBITDA $11.2M (+29.7%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $50.1M, up 27.5% YoY; organic growth 5.1% driven by all segments.","Adjusted EBITDA $11.2M (22.3% margin), up 29.7%; adjusted net income $7.4M (+100.5%).","GAAP net loss $11.5M ($0.49 loss per share) vs $10.6M loss in Q1 2025.","Adjusted EPS fully diluted $0.25, up 74.5% from $0.14 in Q1 2025.","Net debt reduced to $1.8M from $44.6M a year ago; U.S. IPO added $42.9M net proceeds."],"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":256102383.75558868,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":110780,"accession_number":"0001628280-26-021518","cik":1903508,"company_name":"Public Policy Holding Company, Inc.","ticker":"PPHC","form_type":"8-K","filed_at":"2026-03-27T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"PPHC corrects ex-dividend date to April 24, 2026 for common stock on AIM and Nasdaq","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Earlier press release incorrectly gave ex-dividend dates of April 23 (AIM) and April 22 (Nasdaq).","Correct ex-dividend date for both AIM and Nasdaq shares is April 24, 2026.","Correction filed via Form 8-K on March 26, 2026."],"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":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":256102383.75558868,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":110779,"accession_number":"0001628280-26-020491","cik":1903508,"company_name":"Public Policy Holding Company, Inc.","ticker":"PPHC","form_type":"8-K","filed_at":"2026-03-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PPHC FY2025 revenue $186.5M, Adj EBITDA $45.4M, GAAP net loss $39.0M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $186.5M (+24.7% YoY); organic revenue growth 6.2%.","Adjusted EBITDA $45.4M (24.3% margin), up 17.7% from $38.6M.","GAAP net loss $39.0M ($2.37 per share) vs $24.0M loss in 2024.","Final dividend $0.240/sh; total FY2025 $0.355, down 24.5% from $0.470.","Net debt $26.6M; completed $45.8M IPO and dual-listing on Nasdaq in Jan 2026."],"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":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":256102383.75558868,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":110778,"accession_number":"0001628280-26-012981","cik":1903508,"company_name":"Public Policy Holding Company, Inc.","ticker":"PPHC","form_type":"8-K","filed_at":"2026-03-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"PPHC issues 342,500 shares on partial exercise of IPO over-allotment","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Issued 342,500 new common shares ($0.001 par) from partial exercise of Jan 2026 IPO over-allotment option.","Total voting shares post-issuance: 28,923,571.","New shares rank pari passu with existing common shares; AIM trading expected March 5, 2026.","Over-allotment exercised by underwriters; proceeds not disclosed."],"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":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":256102383.75558868,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":110777,"accession_number":"0001628280-26-004430","cik":1903508,"company_name":"Public Policy Holding Company, Inc.","ticker":"PPHC","form_type":"8-K","filed_at":"2026-02-02T23:59:59+00:00","items":["1.01","5.02","8.01","9.01"],"status":"ready","headline":"PPHC completes initial public offering at $12.25 per share, raising $50.8 million","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["IPO of 4,150,000 shares priced at $12.25 per share, gross proceeds of approximately $50.8 million.","Common stock began trading on Nasdaq Global Market on January 28, 2026.","Appointed Kathleen L. Casey and Charles D. Brown as independent non-executive directors effective Jan 28, 2026.","Amended director appointment letters for Kimberly White, Simon Lee, and Benjamin Ginsburg with increased fees and committee changes.","Underwriters granted 30-day over-allotment option for up to 622,500 additional shares."],"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":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":256102383.75558868,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}