secwatch / observer
8-K filed January 8, 2026, 6:59 PM ET ticker ICCC CIK 0000811641
earnings confidence high sentiment negative materiality 0.80

ImmuCell reports Q4 sales down 1.6% YoY; records $3.6M impairment, pauses Re-Tain

IMMUCELL CORP /DE/

2025-FY EPS reported -$0.12 revenue$27,644,174
item 2.02item 2.06item 8.01item 9.01

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JSON Markdown Plain text

Source-grounded claims

437d6b9aecfcd125e950a010726fa6401a3ebb8e

IMMUCELL CORP /DE/ announced a impairment with charges of approximately $2.9 million affecting Re-Tain®.

The resulting non-cash impairment write-down of property, plant and equipment pertaining to Re-Tain® is currently estimated at approximately $2.9 million

SEC 8-K Item 2.05/2.06 confidence 0.9 SEC evidence

5447c58031acd707dd574af83ac368f5e16e1c99

IMMUCELL CORP /DE/ announced a impairment with charges of $0.6 million write-down affecting work-in-process colostrum inventory.

a $0.6 million write-down primarily of work-in-process colostrum inventory that was determined to no longer be fit for processing into First Defense®

SEC 8-K Item 2.05/2.06 confidence 0.9 SEC evidence

ca3f1c4fc0093bd2114f0ee8ac3dc0857fc33e7b

IMMUCELL CORP /DE/ announced a impairment with charges of approximately $3.6 million in non-cash impairment write-downs affecting Re-Tain® assets and other property, plant and equipment and inventory.

the Company announced that it will record approximately $3.6 million in non-cash impairment write-downs during the three-month period ended December 31, 2025.

SEC 8-K Item 2.05/2.06 confidence 0.9 SEC evidence

e2e7bff3c07df648c096485f749a48dca59f8808

IMMUCELL CORP /DE/ announced a impairment with charges of $0.1 million, non-cash impairment write-down affecting certain property, plant and equipment, unrelated to Re-Tain®.

the Company has identified a $0.1 million, non-cash impairment write-down of certain property, plant and equipment

SEC 8-K Item 2.05/2.06 confidence 0.9 SEC evidence

Comparable filings

VTRS

Viatris Q4 2025 revenue $3.7B, FY $14.3B; announces restructuring with $700-850M charges

Viatris Inc February 26, 2026, 6:59 PM ET earnings Items 2.02, 2.05, 8.01, 9.01

same fact type: restructuring_charge same SEC item: 2.02, 8.01, 9.01 same event type: earnings similar materiality

This filing

The resulting non-cash impairment write-down of property, plant and equipment pertaining to Re-Tain® is currently estimated at approximately $2.9 million

Comparable filing

For the committed restructuring activities, the Company expects to incur total pre-tax charges ranging between $700 million and $850 million.

Filing page SEC filing

LCID

Lucid Q4 revenue $522.7M, up 123% YoY; cuts 12% of US workforce, guides 2026 production 25-27k

Lucid Group, Inc. February 24, 2026, 6:59 PM ET earnings Items 2.02, 2.05, 8.01, 9.01

same fact type: restructuring_charge same SEC item: 2.02, 8.01, 9.01 same event type: earnings similar materiality

This filing

The resulting non-cash impairment write-down of property, plant and equipment pertaining to Re-Tain® is currently estimated at approximately $2.9 million

Comparable filing

On February 20, 2026, in order to optimize the Company’s operating expenses as it focuses on the start of production of the Midsize platform, expansion into the robotaxi market and development of ADAS technologies, as well as the sale and distribution of its current models in existing and new geographies, the Company announced a reduction of the Company’s current U.S. workforce by approximately 12 percent, excluding hourly production workers in manufacturing, logistics, and quality (the “ Plan ”). The Plan is expected to provide the Company with cost savings of approximately $500 million over a three-year period. The Company estimates that it will incur charges of $40 million to $42 million related to severance, employee benefits, and employee transition.

Filing page SEC filing

RYAN

Ryan Specialty Q4 revenue +13% to $751M; net income down 27%; announces $300M buyback and restructuring

RYAN SPECIALTY HOLDINGS, INC. February 12, 2026, 6:59 PM ET earnings Items 2.02, 2.05, 7.01, 8.01, 9.01

same fact type: restructuring_charge same SEC item: 2.02, 8.01, 9.01 same event type: earnings similar materiality

This filing

The resulting non-cash impairment write-down of property, plant and equipment pertaining to Re-Tain® is currently estimated at approximately $2.9 million

Comparable filing

On February 10, 2026, the board of directors of the Company (the "Board") approved a three-year restructuring program (the "Empower Program"), which will commence in the first quarter of 2026. The Empower Program is designed to streamline the Company's brokerage, binding, and underwriting operations, optimize scale, accelerate data and technology strategies, and enhance efficiencies across all of the Company's specialties. The Empower Program is expected to generate approximately $80 million of annual savings in 2029. The Empower Program includes (i) Business Platform Optimization and (ii) Compensation and Benefits. These actions are expected to be completed by the end of 2028. The Company currently estimates that the Empower Program will result in cumulative pre-tax charges to its GAAP financial results of approximately $160 million which are expected to be recorded as exit and disposal activities and are broken down as follows: Program Activity Charges Business Platform Optimization

Filing page SEC filing

POWI

Power Integrations Q4 rev $103.2M (-2% YoY); FY rev up 6%; cuts 7% workforce; chairman steps down

POWER INTEGRATIONS INC February 5, 2026, 6:59 PM ET earnings Items 1.01, 2.02, 2.05, 8.01, 9.01

same fact type: restructuring_charge same SEC item: 2.02, 8.01, 9.01 same event type: earnings similar materiality

This filing

The resulting non-cash impairment write-down of property, plant and equipment pertaining to Re-Tain® is currently estimated at approximately $2.9 million

Comparable filing

costs and create a more efficient organization to support its business. In connection with the reduction in force, the Company estimates it will incur between approximately $3.5 million and $4.0 million of costs, substantially all of which are related to employee severance and benefit costs, which the Company expects to recognize in the first quarter of 2026.

Filing page SEC filing

LESL

Leslie's reports Q4 net loss of $163M, goodwill impairment $181M, announces closure of 80-90 stores

Leslie's, Inc. December 2, 2025, 6:59 PM ET earnings Items 2.02, 2.05, 2.06, 9.01

same fact type: restructuring_charge same SEC item: 2.02, 2.06, 9.01 same event type: earnings similar materiality

This filing

The resulting non-cash impairment write-down of property, plant and equipment pertaining to Re-Tain® is currently estimated at approximately $2.9 million

Comparable filing

to be substantially completed by the end of first fiscal quarter of 2026. In connection with the Plan, the Company expects to incur total pre-tax charges of approximately $12.0 million to $17.0 million in the first fiscal quarter of 2026, consisting primarily of: • Impairment of long-lived assets of approximately $8.0 million • Inventory write-offs of

Filing page SEC filing

VITL

Vital Farms Q1 net loss $1.5M, gross margin falls to 28.3%; winds down butter, cuts FY guidance

Vital Farms, Inc. May 7, 2026, 7:59 PM ET earnings Items 2.02, 2.05, 9.01

same fact type: restructuring_charge same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

The resulting non-cash impairment write-down of property, plant and equipment pertaining to Re-Tain® is currently estimated at approximately $2.9 million

Comparable filing

On May 1, 2026, management of the Company elected to wind down and discontinue its butter product offerings to focus on its core egg product categories, with such discontinuation expected to be substantially completed by the end of fiscal 2026.

Filing page SEC filing

NET

Cloudflare Q1 revenue $639.8M (+34% YoY), non-GAAP EPS $0.25; to cut ~20% of workforce

Cloudflare, Inc. May 7, 2026, 7:59 PM ET earnings Items 2.05, 2.02, 7.01, 9.01

same fact type: restructuring_charge same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

The resulting non-cash impairment write-down of property, plant and equipment pertaining to Re-Tain® is currently estimated at approximately $2.9 million

Comparable filing

On May 7, 2026, the Company announced a plan (the “Plan”) designed to further accelerate its evolution to an agentic AI-first operating model. As part of the Plan, the Company expects to reduce its current workforce by approximately 20%. The Company currently estimates that it will incur charges of between $140 million and $150 million in connection with the Plan

Filing page SEC filing

UPWK

Upwork Q1 net income down 17% to $31.5M; announces 24% workforce reduction; raises FY2026 adj EBITDA guidance

UPWORK, INC May 7, 2026, 7:59 PM ET earnings Items 2.02, 2.05, 7.01, 9.01

same fact type: restructuring_charge same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

The resulting non-cash impairment write-down of property, plant and equipment pertaining to Re-Tain® is currently estimated at approximately $2.9 million

Comparable filing

of the Restructuring Plan to be substantially complete in the fourth quarter of 2026. In connection with these actions, the Company estimates that it will incur approximately $16 million to $23 million in pre-tax restructuring charges to its GAAP financial results, consisting primarily of severance and other one-time termination costs for the Company’s impacted

Filing page SEC filing

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