{"schema_version":"secwatch.filing_event.v1","accession":"0001267238-26-000024","form_type":"8-K","ticker":"AIZ","cik":"0001267238","company_name":"ASSURANT, INC.","filed_at":"2026-05-05T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.070528+00:00","generated_at":"2026-05-14T23:14:29.837834+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Assurant reports record Q1: Adj. EPS $5.95 (+76% YoY); raises FY outlook","bullets":["Q1 GAAP net income of $274.1M ($5.41 diluted EPS) vs $146.6M ($2.83) in Q1 2025, up 87%.","Adjusted EPS of $5.95, up 76% YoY; adjusted EBITDA of $441.5M, up 56% YoY.","Record results led by Global Lifestyle segment; company raised full-year 2026 outlook.","Expects Global Lifestyle adjusted EBITDA growth of approx. 10% for 2026."],"urls":{"canonical":"https://secwatch.observer/filing/0001267238-26-000024","json":"https://secwatch.observer/filing/0001267238-26-000024.json","markdown":"https://secwatch.observer/filing/0001267238-26-000024.md","text":"https://secwatch.observer/filing/0001267238-26-000024.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1267238/000126723826000024/0001267238-26-000024-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1267238/000126723826000024/aiz-20260505.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T23:14:29.837834+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":[{"claim_id":"633f94d69f2e4d08d5fc03284e897a0f5621df9c","claim":"ASSURANT, INC. reported Q1 2026 results: net income 274.1, EPS 5.41. Guidance raised.","evidence_excerpt":"Assurant Increases Full Year Outlook on Record First Quarter Results Strong Start to 2026 Led by Record Earnings in Global Lifestyle 2026 to Deliver Strong Underlying Growth Driven by Global Lifestyle Adjusted EBITDA Growth of Approximately 10% (Unaudited) Q1'26 Q1'25 Change $ in millions, except per share data GAAP net income 274.1 146.6 87% Adjusted EBITDA 1 441.5 282.2 56% Adjusted EBITDA, ex. reportable catastrophes 2 465.9 439.2 6% GAAP net income per diluted share 5.41 2.83 91% Adjusted earnings per diluted share 3 5.95 3.39 76% Adjusted earnings, ex. reportable catastrophes, per diluted share 4 6.33 5.79 9% Note: The metrics included within the company’s outlook and certain other metrics are","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1267238/000126723826000024/0001267238-26-000024-index.htm","confidence":0.9},{"claim_id":"e48f224c50ef0345009b699d6aa272e2aae1dd2f","claim":"ASSURANT, INC. reported financial results for quarter ended March 31, 2026.","evidence_excerpt":"On May 5, 2026 , Assurant, Inc. (the “Company”) issued a news release announcing its financial results for the quarter ended March 31, 2026. The text of the news release, attached hereto as Exhibit 99.1, is incorporated by reference into this Item 2.02.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1267238/000126723826000024/0001267238-26-000024-index.htm","confidence":0.9}],"comparable_filings":[{"accession":"0001326380-26-000020","ticker":"GME","company_name":"GameStop Corp.","filed_at":"2026-06-02T20:43:35+00:00","headline":"GameStop Q1 record net income $389.6M, revenue up 14%, new $2B buyback","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001326380-26-000020","json":"https://secwatch.observer/filing/0001326380-26-000020.json","markdown":"https://secwatch.observer/filing/0001326380-26-000020.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1326380/000132638026000020/0001326380-26-000020-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1326380/000132638026000020/gme-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Assurant Increases Full Year Outlook on Record First Quarter Results Strong Start to 2026 Led by Record Earnings in Global Lifestyle 2026 to Deliver Strong Underlying Growth Driven by Global Lifestyle Adjusted EBITDA Growth of Approximately 10% (Unaudited) Q1'26 Q1'25 Change $ in millions, except per share data GAAP net income 274.1 146.6 87% Adjusted EBITDA 1 441.5 282.2 56% Adjusted EBITDA, ex. reportable catastrophes 2 465.9 439.2 6% GAAP net income per diluted share 5.41 2.83 91% Adjusted earnings per diluted share 3 5.95 3.39 76% Adjusted earnings, ex. reportable catastrophes, per diluted share 4 6.33 5.79 9% Note: The metrics included within the company’s outlook and certain other metrics are","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1267238/000126723826000024/0001267238-26-000024-index.htm","comparable_excerpt":"Net sales were $835.3 million for the first quarter","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1326380/000132638026000020/0001326380-26-000020-index.htm"}},{"accession":"0001628280-26-039805","ticker":"GTLB","company_name":"Gitlab Inc.","filed_at":"2026-06-02T20:17:31+00:00","headline":"GitLab Q1 revenue $264M (+23% YoY); 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non-GAAP operating margin of 14% • Operating cash flow of $149.2 million and non-GAAP adjusted free cash flow of $146.7","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1653482/000162828026039805/0001628280-26-039805-index.htm"}},{"accession":"0001040130-26-000016","ticker":"PETS","company_name":"PETMED EXPRESS INC","filed_at":"2026-06-02T20:15:54+00:00","headline":"PetMed Q4 sales fall 15.6% to $42.8M; FY net loss widens to $57.3M on goodwill impairment","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.8,"calibrated_materiality_score":0.8,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001040130-26-000016","json":"https://secwatch.observer/filing/0001040130-26-000016.json","markdown":"https://secwatch.observer/filing/0001040130-26-000016.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1040130/000104013026000016/0001040130-26-000016-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1040130/000104013026000016/pets-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Assurant Increases Full Year Outlook on Record First Quarter Results Strong Start to 2026 Led by Record Earnings in Global Lifestyle 2026 to Deliver Strong Underlying Growth Driven by Global Lifestyle Adjusted EBITDA Growth of Approximately 10% (Unaudited) Q1'26 Q1'25 Change $ in millions, except per share data GAAP net income 274.1 146.6 87% Adjusted EBITDA 1 441.5 282.2 56% Adjusted EBITDA, ex. reportable catastrophes 2 465.9 439.2 6% GAAP net income per diluted share 5.41 2.83 91% Adjusted earnings per diluted share 3 5.95 3.39 76% Adjusted earnings, ex. reportable catastrophes, per diluted share 4 6.33 5.79 9% Note: The metrics included within the company’s outlook and certain other metrics are","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1267238/000126723826000024/0001267238-26-000024-index.htm","comparable_excerpt":"Net sales of $179.0 million compared to $227.0 million in the prior year, a decrease of 21.1%, primarily driven by a decline in prescription medication sales. • Net loss of $57.3 million, or $(2.74) per diluted share, compared to a net loss of $6.3 million, or $(0.30) per diluted share in the prior year.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1040130/000104013026000016/0001040130-26-000016-index.htm"}},{"accession":"0001193125-26-253505","ticker":"SPWH","company_name":"SPORTSMAN'S WAREHOUSE HOLDINGS, INC.","filed_at":"2026-06-02T20:10:20+00:00","headline":"Sportsman's Warehouse Q1 net sales up 2.8% to $256.1M; same-store sales +2.1%; net loss $21.8M","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-253505","json":"https://secwatch.observer/filing/0001193125-26-253505.json","markdown":"https://secwatch.observer/filing/0001193125-26-253505.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1132105/000119312526253505/0001193125-26-253505-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1132105/000119312526253505/spwh-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Assurant Increases Full Year Outlook on Record First Quarter Results Strong Start to 2026 Led by Record Earnings in Global Lifestyle 2026 to Deliver Strong Underlying Growth Driven by Global Lifestyle Adjusted EBITDA Growth of Approximately 10% (Unaudited) Q1'26 Q1'25 Change $ in millions, except per share data GAAP net income 274.1 146.6 87% Adjusted EBITDA 1 441.5 282.2 56% Adjusted EBITDA, ex. reportable catastrophes 2 465.9 439.2 6% GAAP net income per diluted share 5.41 2.83 91% Adjusted earnings per diluted share 3 5.95 3.39 76% Adjusted earnings, ex. reportable catastrophes, per diluted share 4 6.33 5.79 9% Note: The metrics included within the company’s outlook and certain other metrics are","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1267238/000126723826000024/0001267238-26-000024-index.htm","comparable_excerpt":"and generating positive free cash flow to further strengthen our balance sheet through debt reduction.” For the thirteen weeks ended May 2, 2026: • Net sales increased 2.8% to $256.1 million, compared to $249.1 million in the first quarter of fiscal year 2025. Performance was driven primarily by a 7.4% gain in Hunting and Shooting Sports, led by firearms, ammunition,","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1132105/000119312526253505/0001193125-26-253505-index.htm"}},{"accession":"0001327567-26-000012","ticker":"PANW","company_name":"Palo Alto Networks Inc","filed_at":"2026-06-02T20:08:29+00:00","headline":"Palo Alto Networks Q3 revenue $3.0B (+31% YoY); NGS ARR $8.1B (+60% YoY)","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001327567-26-000012","json":"https://secwatch.observer/filing/0001327567-26-000012.json","markdown":"https://secwatch.observer/filing/0001327567-26-000012.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1327567/000132756726000012/0001327567-26-000012-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1327567/000132756726000012/panw-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Assurant Increases Full Year Outlook on Record First Quarter Results Strong Start to 2026 Led by Record Earnings in Global Lifestyle 2026 to Deliver Strong Underlying Growth Driven by Global Lifestyle Adjusted EBITDA Growth of Approximately 10% (Unaudited) Q1'26 Q1'25 Change $ in millions, except per share data GAAP net income 274.1 146.6 87% Adjusted EBITDA 1 441.5 282.2 56% Adjusted EBITDA, ex. reportable catastrophes 2 465.9 439.2 6% GAAP net income per diluted share 5.41 2.83 91% Adjusted earnings per diluted share 3 5.95 3.39 76% Adjusted earnings, ex. reportable catastrophes, per diluted share 4 6.33 5.79 9% Note: The metrics included within the company’s outlook and certain other metrics are","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1267238/000126723826000024/0001267238-26-000024-index.htm","comparable_excerpt":"chief financial officer of Palo Alto Networks. Third Quarter Fiscal 2026 Financial Highlights • Total revenue for the fiscal third quarter 2026 grew 31% year over year to $3.0 billion. This includes $388 million from CyberArk and Chronosphere. • Next-Generation Security ARR for the fiscal third quarter 2026 grew 60% year over year to $8.1 billion. This","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1327567/000132756726000012/0001327567-26-000012-index.htm"}},{"accession":"0001104659-26-069464","ticker":"ULTA","company_name":"Ulta Beauty, Inc.","filed_at":"2026-06-02T20:06:38+00:00","headline":"Ulta Q1 net sales +11.1% to $3.16B, comps +5.3%; FY EPS guidance raised to $28.36-$28.80","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-069464","json":"https://secwatch.observer/filing/0001104659-26-069464.json","markdown":"https://secwatch.observer/filing/0001104659-26-069464.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1403568/000110465926069464/0001104659-26-069464-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1403568/000110465926069464/ulta-20260602x8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Assurant Increases Full Year Outlook on Record First Quarter Results Strong Start to 2026 Led by Record Earnings in Global Lifestyle 2026 to Deliver Strong Underlying Growth Driven by Global Lifestyle Adjusted EBITDA Growth of Approximately 10% (Unaudited) Q1'26 Q1'25 Change $ in millions, except per share data GAAP net income 274.1 146.6 87% Adjusted EBITDA 1 441.5 282.2 56% Adjusted EBITDA, ex. reportable catastrophes 2 465.9 439.2 6% GAAP net income per diluted share 5.41 2.83 91% Adjusted earnings per diluted share 3 5.95 3.39 76% Adjusted earnings, ex. reportable catastrophes, per diluted share 4 6.33 5.79 9% Note: The metrics included within the company’s outlook and certain other metrics are","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1267238/000126723826000024/0001267238-26-000024-index.htm","comparable_excerpt":"compared to the same period ended May 3, 2025 : ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 13 Weeks Ended ​ ​ May 2, ​ May 3, (Dollars in millions, except per share data) ​ 2026 ​ 2025 Net sales ​ $ 3,163.9 ​ $ 2,848.4 Comparable sales ​ ​ 5.3% ​ ​ 2.9% Gross profit (as a percentage of net sales) ​ ​ 40.1% ​ ​ 39.1% Selling, general and administrative expenses ​ $ 814.7 ​ $ 710.6","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1403568/000110465926069464/0001104659-26-069464-index.htm"}},{"accession":"0001628280-26-039786","ticker":"YEXT","company_name":"Yext, Inc.","filed_at":"2026-06-02T20:05:58+00:00","headline":"Yext Q1 FY27: Adj EBITDA margin 25%, ARR $440.8M; boosts buyback by $100M","event_type":"earnings","sec_items":["2.02","8.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-039786","json":"https://secwatch.observer/filing/0001628280-26-039786.json","markdown":"https://secwatch.observer/filing/0001628280-26-039786.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1614178/000162828026039786/0001628280-26-039786-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1614178/000162828026039786/yext-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Assurant Increases Full Year Outlook on Record First Quarter Results Strong Start to 2026 Led by Record Earnings in Global Lifestyle 2026 to Deliver Strong Underlying Growth Driven by Global Lifestyle Adjusted EBITDA Growth of Approximately 10% (Unaudited) Q1'26 Q1'25 Change $ in millions, except per share data GAAP net income 274.1 146.6 87% Adjusted EBITDA 1 441.5 282.2 56% Adjusted EBITDA, ex. reportable catastrophes 2 465.9 439.2 6% GAAP net income per diluted share 5.41 2.83 91% Adjusted earnings per diluted share 3 5.95 3.39 76% Adjusted earnings, ex. reportable catastrophes, per diluted share 4 6.33 5.79 9% Note: The metrics included within the company’s outlook and certain other metrics are","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1267238/000126723826000024/0001267238-26-000024-index.htm","comparable_excerpt":"Exchange Act, except as expressly set forth by specific reference in such a filing. \n\n--- EX-99.1 (EX-99.1) ---\n\nYext Announces First Quarter Fiscal 2027 Results – Revenue of $107.9 million – Net Income Per Share, basic, of $0.02 or non-GAAP Net Income Per Share of $0.15 – Adjusted EBITDA of $26.9 million, resulting in an Adjusted EBITDA margin of 25% – ARR of","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1614178/000162828026039786/0001628280-26-039786-index.htm"}},{"accession":"0001104659-26-069227","ticker":"YSWY","company_name":"Yesway, Inc.","filed_at":"2026-06-02T11:35:47+00:00","headline":"Yesway reports Q1 net income $30.2M, Adjusted EBITDA $59.2M; introduces FY2026 outlook","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-069227","json":"https://secwatch.observer/filing/0001104659-26-069227.json","markdown":"https://secwatch.observer/filing/0001104659-26-069227.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1859836/000110465926069227/0001104659-26-069227-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1859836/000110465926069227/tm2616553d1_8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Assurant Increases Full Year Outlook on Record First Quarter Results Strong Start to 2026 Led by Record Earnings in Global Lifestyle 2026 to Deliver Strong Underlying Growth Driven by Global Lifestyle Adjusted EBITDA Growth of Approximately 10% (Unaudited) Q1'26 Q1'25 Change $ in millions, except per share data GAAP net income 274.1 146.6 87% Adjusted EBITDA 1 441.5 282.2 56% Adjusted EBITDA, ex. reportable catastrophes 2 465.9 439.2 6% GAAP net income per diluted share 5.41 2.83 91% Adjusted earnings per diluted share 3 5.95 3.39 76% Adjusted earnings, ex. reportable catastrophes, per diluted share 4 6.33 5.79 9% Note: The metrics included within the company’s outlook and certain other metrics are","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1267238/000126723826000024/0001267238-26-000024-index.htm","comparable_excerpt":"On June 2, 2026, Yesway, Inc. issued a press release announcing its financial results for the three months ended March 31, 2026.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1859836/000110465926069227/0001104659-26-069227-index.htm"}}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}