{"filings":[{"id":2060815,"accession_number":"0001957132-26-000047","cik":1957132,"company_name":"SharkNinja, Inc.","ticker":"SN","form_type":"8-K","filed_at":"2026-08-05T11:00:52+00:00","items":["2.02","9.01"],"status":"ready","headline":"SharkNinja Q2 sales up 22.2% to $1.77B; raises FY2026 outlook on tariff refund benefit","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1,765.5M (+22.2% YoY); Adjusted Net Income $178.2M (+29.3%); Adjusted EPS $1.26 (+29.9%).","FY2026 outlook raised: sales growth 16-17% (from 11.5-12.5%), Adj. EPS $6.45-$6.55 (from $6.00-$6.10).","Tariff refund: $247.1M claims accepted by CBP, expected in Q3 2026; ~$30M benefit in Adj. EBITDA guidance.","International sales +36.6% to $167.2M; Beauty & Home +65.3%, Cooking & Beverage +36.5%.","Gross margin down 30 bps to 48.7% due to tariffs, FX, retailer activations; share repurchases $99.7M in Q2."],"consensus_eps_estimate":null,"consensus_eps_actual":1.77,"consensus_revenue_estimate":null,"consensus_revenue_actual":3178282000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":16964046367.024538,"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":1591317,"accession_number":"0001104659-26-082783","cik":1957132,"company_name":"SharkNinja, Inc.","ticker":"SN","form_type":"8-K","filed_at":"2026-07-13T10:02:33+00:00","items":["8.01"],"status":"ready","headline":"SharkNinja grants Chairman Wang waiver to sell shares during blackout period","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved one-time waiver of Insider Trading Policy for Chairman CJ Xuning Wang on July 10, 2026.","Wang sold a portion of his holdings to an existing institutional investor in an exempt transaction.","Waiver was limited to this specific transaction; Board deemed it appropriate after review.","No other details on number of shares or price 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":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":16964046367.024538,"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":1139438,"accession_number":"0001957132-26-000040","cik":1957132,"company_name":"SharkNinja, Inc.","ticker":"SN","form_type":"8-K","filed_at":"2026-06-18T20:33:40+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"SharkNinja shareholders approve bylaw amendments, re-elect directors at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["95.23% quorum at June 18 AGM; all seven director nominees re-elected, including Mark Barrocas and Kathryn J. Barton.","Shareholders ratified Ernst & Young as independent auditor for FY 2026 with 134.2M for, 37K against.","Non-binding advisory vote on executive compensation approved (115.5M for, 9.2M against); future votes set to annual frequency.","Amendment to Articles of Association approved (124.3M for, 448K against) to update shareholder proposal and nomination procedures.","Changes include aligning advance notice period with domestic issuer market practice and other immaterial updates."],"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":16964046367.024538,"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":96919,"accession_number":"0001957132-26-000033","cik":1957132,"company_name":"SharkNinja, Inc.","ticker":"SN","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SharkNinja Q1 net sales up 15.6% to $1.41B; raises FY2026 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1,412.8M (+15.6% YoY); Net income $121.5M (+3.1%); Adjusted EPS $1.09 (+25.3%).","Beauty & Home Appliances grew 40.8% to $194.1M; International sales up 31.6%.","Gross margin 49.2% down 10bps; tariff cost pressures partially offset by cost optimization.","FY2026 outlook raised: net sales growth 11.5-12.5% (prev. 10-11%); Adj. EPS $6.00-$6.10 (prev. $5.90-$6.00).","Cash $511.8M, debt $729M; inventories $1,034.6M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.85,"consensus_revenue_estimate":null,"consensus_revenue_actual":1412806000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":16964046367.024538,"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":111281,"accession_number":"0001957132-26-000009","cik":1957132,"company_name":"SharkNinja, Inc.","ticker":"SN","form_type":"8-K","filed_at":"2026-02-11T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"SharkNinja reports Q4/FY2025 results, authorizes $750M share repurchase plan","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Board authorized $750M share repurchase program; implementation expected in FY2026.","Q4 and full-year 2025 financial results announced; detailed figures not available in this excerpt.","Company provides fiscal year 2026 outlook; specifics not disclosed in provided text.","Repurchase program has no expiration date; no debt expected to fund repurchases."],"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":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":16964046367.024538,"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":111280,"accession_number":"0001957132-26-000005","cik":1957132,"company_name":"SharkNinja, Inc.","ticker":"SN","form_type":"8-K","filed_at":"2026-01-20T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"SharkNinja appoints Kaitlin Folan as Chief Accounting Officer, effective Jan 20, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Folan will serve as Principal Accounting Officer, reporting to CFO Adam Quigley.","Base salary of $450,000, annual bonus target of 40% of salary under Global Annual Bonus Plan.","One-time signing bonus of $240,000 paid in two equal installments at 90 and 180 days.","Equity recommendation of $1.2M in RSUs (30% time-vesting, 70% performance-vesting over 3 years); cash alternative possible.","Folan previously served as CAO of Katapult Holdings and VP Financial Accounting at BJ's Wholesale Club."],"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":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":16964046367.024538,"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":111279,"accession_number":"0001957132-26-000003","cik":1957132,"company_name":"SharkNinja, Inc.","ticker":"SN","form_type":"8-K","filed_at":"2026-01-07T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"SharkNinja appoints Jason Wortendyke to board, effective Jan. 5, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Wortendyke, Managing Director at Cantor Fitzgerald, brings 25+ years of finance and industrial experience.","Appointed to Compensation Committee; receives annual cash retainer of $152,000 plus $15,000 committee fee.","Receives prorated RSU grant with fair value of $181,342, vesting June 18, 2026 subject to service.","Prior roles include Midwest Market Leader at Citigroup and senior positions at Credit Suisse and UBS."],"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":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":16964046367.024538,"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}