{"schema_version":"secwatch.filing_event.v1","accession":"0000858470-26-000053","form_type":"8-K","ticker":"CTRA","cik":"0000858470","company_name":"Coterra Energy Inc.","filed_at":"2026-02-26T23:59:59+00:00","discovered_at":"2026-05-14T18:02:37.835687+00:00","generated_at":"2026-05-15T23:58:36.629394+00:00","sec_items":["2.02","8.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"confidence":"high","headline":"Coterra reports FY2025 FCF of $2.0B (+67% YoY); declares $0.22 dividend; Devon merger on track for Q2 2026","bullets":["Q4 2025 BOE and natural gas production beat high-end of guidance; oil production beat midpoint.","Full-year 2025 Free Cash Flow $2.0B (non-GAAP), up 67% from 2024; reinvestment rate 54%.","Declared quarterly dividend of $0.22/share (2.9% annualized yield), payable March 25, 2026 to record March 11.","All-stock merger with Devon (exchange ratio 0.70 CTRA per DVN share) expected to close Q2 2026, targeting $1B annual pre-tax synergies by end-2027.","2026 guidance: total production 750-810 MBoepd, capital $2.175-2.325B; expects FCF ~$2.35B at strip prices."],"urls":{"canonical":"https://secwatch.observer/filing/0000858470-26-000053","json":"https://secwatch.observer/filing/0000858470-26-000053.json","markdown":"https://secwatch.observer/filing/0000858470-26-000053.md","text":"https://secwatch.observer/filing/0000858470-26-000053.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/858470/000085847026000053/0000858470-26-000053-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/858470/000085847026000053/cog-20260226.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T23:58:36.629394+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"comparable_filings":[{"accession":"0001193125-26-234421","ticker":"FLO","company_name":"FLOWERS FOODS INC","filed_at":"2026-05-21T20:10:52+00:00","headline":"Flowers Foods Q1 net income down 20.6%, resets dividend to $0.50 annual; reaffirms FY guidance","event_type":"earnings","sec_items":["2.02","8.01","9.01"],"materiality_score":0.8,"calibrated_materiality_score":0.8,"match_reasons":["same SEC item: 2.02, 8.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-234421","json":"https://secwatch.observer/filing/0001193125-26-234421.json","markdown":"https://secwatch.observer/filing/0001193125-26-234421.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1128928/000119312526234421/0001193125-26-234421-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1128928/000119312526234421/flo-20260521.htm"},"side_by_side_evidence":null},{"accession":"0001645590-26-000052","ticker":"HPE","company_name":"Hewlett Packard Enterprise Co","filed_at":"2026-06-01T20:09:22+00:00","headline":"HPE Q2 FY26: record revenue $10.7B (+40%), raises FY26 guidance, introduces FY27 framework","event_type":"earnings","sec_items":["1.01","2.02","5.02","7.01","9.01"],"materiality_score":0.9,"calibrated_materiality_score":0.9,"match_reasons":["same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001645590-26-000052","json":"https://secwatch.observer/filing/0001645590-26-000052.json","markdown":"https://secwatch.observer/filing/0001645590-26-000052.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/0001645590-26-000052-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/hpe-20260601.htm"},"side_by_side_evidence":null},{"accession":"0001628280-26-039474","ticker":"CRDO","company_name":"Credo Technology Group Holding Ltd","filed_at":"2026-06-01T20:08:16+00:00","headline":"Credo Q4 revenue $437M (+157% YoY); guides Q1 $465-475M; CEO awarded 1.44M performance-based RSUs","event_type":"earnings","sec_items":["2.02","5.02","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-039474","json":"https://secwatch.observer/filing/0001628280-26-039474.json","markdown":"https://secwatch.observer/filing/0001628280-26-039474.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1807794/000162828026039474/0001628280-26-039474-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1807794/000162828026039474/crdo-20260528.htm"},"side_by_side_evidence":null},{"accession":"0001571123-26-000077","ticker":"SAIC","company_name":"Science Applications International Corp","filed_at":"2026-06-01T10:55:23+00:00","headline":"SAIC Q1 adj EPS $3.23 beats $1.92; raises FY adj EBITDA and EPS guidance","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001571123-26-000077","json":"https://secwatch.observer/filing/0001571123-26-000077.json","markdown":"https://secwatch.observer/filing/0001571123-26-000077.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1571123/000157112326000077/0001571123-26-000077-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1571123/000157112326000077/saic-20260601.htm"},"side_by_side_evidence":null},{"accession":"0001213900-26-062434","ticker":"ELMT","company_name":"Elmet Group Co.","filed_at":"2026-05-29T12:05:35+00:00","headline":"Elmet Group Q1 revenue up 21% to $56M; adjusted EBITDA +106% to $9.2M; record backlog $113M","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.8,"calibrated_materiality_score":0.8,"match_reasons":["same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001213900-26-062434","json":"https://secwatch.observer/filing/0001213900-26-062434.json","markdown":"https://secwatch.observer/filing/0001213900-26-062434.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/2101698/000121390026062434/0001213900-26-062434-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2101698/000121390026062434/ea0292205-8k_elmet.htm"},"side_by_side_evidence":null},{"accession":"0001193125-26-246280","ticker":"GCO","company_name":"GENESCO INC","filed_at":"2026-05-29T11:07:04+00:00","headline":"Genesco reports Q1 sales beat, raises FY2027 EPS outlook; launches $40-50M cost program","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.8,"calibrated_materiality_score":0.8,"match_reasons":["same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-246280","json":"https://secwatch.observer/filing/0001193125-26-246280.json","markdown":"https://secwatch.observer/filing/0001193125-26-246280.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/18498/000119312526246280/0001193125-26-246280-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/18498/000119312526246280/gco-20260529.htm"},"side_by_side_evidence":null},{"accession":"0001193125-26-245310","ticker":"AEO","company_name":"AMERICAN EAGLE OUTFITTERS INC","filed_at":"2026-05-28T20:25:16+00:00","headline":"American Eagle Q1 revenue record $1.2B, up 10%; Aerie comps +25%; guides FY op. income $390-410M","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.8,"calibrated_materiality_score":0.8,"match_reasons":["same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-245310","json":"https://secwatch.observer/filing/0001193125-26-245310.json","markdown":"https://secwatch.observer/filing/0001193125-26-245310.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/919012/000119312526245310/0001193125-26-245310-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/919012/000119312526245310/aeo-20260528.htm"},"side_by_side_evidence":null},{"accession":"0001571996-26-000021","ticker":"DELL","company_name":"Dell Technologies Inc.","filed_at":"2026-05-28T20:15:39+00:00","headline":"Dell Q1 FY27: record revenue $43.8B, EPS $5.24; AI server revenue $16.1B, guidance raised","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001571996-26-000021","json":"https://secwatch.observer/filing/0001571996-26-000021.json","markdown":"https://secwatch.observer/filing/0001571996-26-000021.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1571996/000157199626000021/0001571996-26-000021-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1571996/000157199626000021/dell-20260528.htm"},"side_by_side_evidence":null}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}