{"schema_version":"secwatch.filing_event.v1","accession":"0001530950-26-000056","form_type":"8-K","ticker":"POST","cik":"0001530950","company_name":"Post Holdings, Inc.","filed_at":"2026-05-07T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.429984+00:00","generated_at":"2026-05-14T21:39:57.065523+00:00","sec_items":["2.02","5.02","7.01","8.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Post Holdings Q2 net sales $2.0B, Adj EBITDA $395M; affirms FY outlook; CEO transition; $600M buyback authorized","bullets":["Q2 net earnings $81.9M, Adj EBITDA $395M; affirms FY2026 Adj EBITDA outlook $1,550-1,580M.","Robert Vitale transitions to Executive Chairman; Nicolas Catoggio named President and CEO, effective Oct 1, 2026.","Board approved new $600M share repurchase authorization over two years, cancelling existing $500M authorization (approx $263M used).","Net sales $2.0B, operating profit $211.9M."],"urls":{"canonical":"https://secwatch.observer/filing/0001530950-26-000056","json":"https://secwatch.observer/filing/0001530950-26-000056.json","markdown":"https://secwatch.observer/filing/0001530950-26-000056.md","text":"https://secwatch.observer/filing/0001530950-26-000056.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1530950/000153095026000056/0001530950-26-000056-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1530950/000153095026000056/post-20260505.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T21:39:57.065523+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":"d780475b543b76b16719ba96427c50fdc50d71cf","claim":"Post Holdings, Inc. reported second fiscal quarter ended March 31, 2026 results: revenue $2.0 billion, net income $81.9 million.","evidence_excerpt":"Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the second fiscal quarter ended March 31, 2026. Highlights: • Second quarter net sales of $2.0 billion • Operating profit of $211.9 million; net earnings of $81.9 million and Adjusted EBITDA (non-GAAP)* of $395.0 million • Affirmed fiscal year 2026 Adjusted EBITDA (non-GAAP)*","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1530950/000153095026000056/0001530950-26-000056-index.htm","confidence":0.9},{"claim_id":"4181301052","claim":"Nicolas Catoggio was appointed as President and Chief Executive Officer at Post Holdings, Inc..","evidence_excerpt":"the Board also appointed Nicolas Catoggio, age 52, current Chief Operating Officer of the Company, to serve as President and Chief Executive Officer of the Company.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1530950/000153095026000056/0001530950-26-000056-index.htm","confidence":0.95}],"comparable_filings":[{"accession":"0000701985-26-000012","ticker":"BBWI","company_name":"Bath & Body Works, Inc.","filed_at":"2026-05-27T11:12:59+00:00","headline":"BBWI Q1 sales down 3%, adjusted EPS $0.32 beats guidance; CFO Boratto to step down June 12","event_type":"earnings","sec_items":["2.02","7.01","5.02","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: executive_change","same SEC item: 2.02, 5.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0000701985-26-000012","json":"https://secwatch.observer/filing/0000701985-26-000012.json","markdown":"https://secwatch.observer/filing/0000701985-26-000012.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/701985/000070198526000012/0000701985-26-000012-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/701985/000070198526000012/bbwi-20260520.htm"},"side_by_side_evidence":{"fact_type":"executive_change","source_excerpt":"the Board also appointed Nicolas Catoggio, age 52, current Chief Operating Officer of the Company, to serve as President and Chief Executive Officer of the Company.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1530950/000153095026000056/0001530950-26-000056-index.htm","comparable_excerpt":"the Board of Directors (the \"Board\") of the Company approved the appointment of Tom Javitch to serve as the Company’s Interim Chief Financial Officer","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/701985/000070198526000012/0000701985-26-000012-index.htm"}},{"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 fact type: earnings_release","same SEC item: 2.02, 5.02, 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":{"fact_type":"earnings_release","source_excerpt":"Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the second fiscal quarter ended March 31, 2026. Highlights: • Second quarter net sales of $2.0 billion • Operating profit of $211.9 million; net earnings of $81.9 million and Adjusted EBITDA (non-GAAP)* of $395.0 million • Affirmed fiscal year 2026 Adjusted EBITDA (non-GAAP)*","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1530950/000153095026000056/0001530950-26-000056-index.htm","comparable_excerpt":"On June 1, 2026, Credo Technology Group Holding Ltd (the \"Company\") issued a press release announcing its financial results for the fiscal year ended May 2, 2026.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1807794/000162828026039474/0001628280-26-039474-index.htm"}},{"accession":"0001676238-26-000024","ticker":"BRZE","company_name":"Braze, Inc.","filed_at":"2026-05-27T20:09:37+00:00","headline":"Braze Q1 revenue $211M (+30% YoY), raises guidance, names interim CFO","event_type":"earnings","sec_items":["2.02","5.02","9.01"],"materiality_score":0.8,"calibrated_materiality_score":0.8,"match_reasons":["same fact type: executive_change","same SEC item: 2.02, 5.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001676238-26-000024","json":"https://secwatch.observer/filing/0001676238-26-000024.json","markdown":"https://secwatch.observer/filing/0001676238-26-000024.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1676238/000167623826000024/0001676238-26-000024-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1676238/000167623826000024/brz-20260525.htm"},"side_by_side_evidence":{"fact_type":"executive_change","source_excerpt":"the Board also appointed Nicolas Catoggio, age 52, current Chief Operating Officer of the Company, to serve as President and Chief Executive Officer of the Company.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1530950/000153095026000056/0001530950-26-000056-index.htm","comparable_excerpt":"On May 25, 2026, the Board of Directors (the “ Board ”) of the Company appointed Pankaj Malik, who currently serves as the Company’s Chief Accounting Officer, as the Company's Interim Chief Financial Officer, effective as of May 29, 2026.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1676238/000167623826000024/0001676238-26-000024-index.htm"}},{"accession":"0001090872-26-000052","ticker":"A","company_name":"AGILENT TECHNOLOGIES, INC.","filed_at":"2026-05-27T20:06:04+00:00","headline":"Agilent Q2 FY26 revenue $1.83B (+10% YoY), non-GAAP EPS $1.49 (+14%), raises FY26 guidance","event_type":"earnings","sec_items":["2.02","5.02","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: executive_change","same SEC item: 2.02, 5.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001090872-26-000052","json":"https://secwatch.observer/filing/0001090872-26-000052.json","markdown":"https://secwatch.observer/filing/0001090872-26-000052.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1090872/000109087226000052/0001090872-26-000052-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1090872/000109087226000052/a-20260520.htm"},"side_by_side_evidence":{"fact_type":"executive_change","source_excerpt":"the Board also appointed Nicolas Catoggio, age 52, current Chief Operating Officer of the Company, to serve as President and Chief Executive Officer of the Company.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1530950/000153095026000056/0001530950-26-000056-index.htm","comparable_excerpt":"As previously disclosed, on March 5, 2026, Rodney Gonsalves, informed the Company that he would retire from his position as the Company’s Vice President, Corporate Controller and Principal Accounting Officer, the exact date to be determined at a later time.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1090872/000109087226000052/0001090872-26-000052-index.htm"}},{"accession":"0001104659-26-068983","ticker":"GMRS","company_name":"GMR Solutions Inc.","filed_at":"2026-06-01T20:45:55+00:00","headline":"GMR Solutions Q1 revenue $1.46B (+6.6% YoY), net income $106M (+180% YoY), guides FY26 rev $5.9-6.2B","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/0001104659-26-068983","json":"https://secwatch.observer/filing/0001104659-26-068983.json","markdown":"https://secwatch.observer/filing/0001104659-26-068983.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1898718/000110465926068983/0001104659-26-068983-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1898718/000110465926068983/gmrs-20260601x8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the second fiscal quarter ended March 31, 2026. Highlights: • Second quarter net sales of $2.0 billion • Operating profit of $211.9 million; net earnings of $81.9 million and Adjusted EBITDA (non-GAAP)* of $395.0 million • Affirmed fiscal year 2026 Adjusted EBITDA (non-GAAP)*","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1530950/000153095026000056/0001530950-26-000056-index.htm","comparable_excerpt":"today announced financial results for the first quarter ended March 31, 2026, and full year 2026 financial guidance. First Quarter 2026 Financial Highlights ● Net revenue of $1,457.6 million, up 6.6% compared to $1,367.4 million in the first quarter of 2025 ● Net income of $106.3 million, up 179.7% compared to $38.0 million in the first quarter of 2025 ● Adjusted","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1898718/000110465926068983/0001104659-26-068983-index.htm"}},{"accession":"0001628280-26-039379","ticker":null,"company_name":"DAVEY TREE EXPERT CO","filed_at":"2026-06-01T17:50:11+00:00","headline":"Davey Tree Q1 net loss widens to $10.7M; revenue flat at $435.8M","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.7,"calibrated_materiality_score":0.7,"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/0001628280-26-039379","json":"https://secwatch.observer/filing/0001628280-26-039379.json","markdown":"https://secwatch.observer/filing/0001628280-26-039379.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/277638/000162828026039379/0001628280-26-039379-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/277638/000162828026039379/davey-20260528.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the second fiscal quarter ended March 31, 2026. Highlights: • Second quarter net sales of $2.0 billion • Operating profit of $211.9 million; net earnings of $81.9 million and Adjusted EBITDA (non-GAAP)* of $395.0 million • Affirmed fiscal year 2026 Adjusted EBITDA (non-GAAP)*","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1530950/000153095026000056/0001530950-26-000056-index.htm","comparable_excerpt":"Exchange Act, unless such subsequent filing specifically references this Form 8-K. \n\n--- EX-99.1 (EX-99.1) ---\n\nTo Our Shareholders, The Company’s first quarter 2026 revenue of $435.8 million increased slightly from the record first quarter 2025 revenue by $1.0 million, or 0.2%. This growth was driven by consistent demand in the Utility segment, where revenue","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/277638/000162828026039379/0001628280-26-039379-index.htm"}},{"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 fact type: earnings_release, executive_change","same SEC item: 2.02, 5.02, 7.01, 9.01","same event type: earnings"],"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":{"fact_type":"earnings_release","source_excerpt":"Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the second fiscal quarter ended March 31, 2026. Highlights: • Second quarter net sales of $2.0 billion • Operating profit of $211.9 million; net earnings of $81.9 million and Adjusted EBITDA (non-GAAP)* of $395.0 million • Affirmed fiscal year 2026 Adjusted EBITDA (non-GAAP)*","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1530950/000153095026000056/0001530950-26-000056-index.htm","comparable_excerpt":"gross margin, and non-GAAP diluted net EPS, as well as its highest-ever free cash flow generation for a second quarter. Second Quarter Fiscal 2026 Financial Results • Revenue : $10.7 billion, up 40% from the prior-year period • Gross margins : ◦ GAAP of 36.5%, up 810 basis points from the prior-year period and up 60 basis points sequentially ◦ Non-GAAP (1) of 36.9%,","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/0001645590-26-000052-index.htm"}},{"accession":"0001193125-26-251709","ticker":"CRVL","company_name":"CORVEL CORP","filed_at":"2026-06-01T21:05:42+00:00","headline":"CorVel CEO Michael Combs to become Executive Chair; Sarah Scott appointed CEO and President effective July 1, 2026","event_type":"leadership","sec_items":["5.02","7.01","9.01"],"materiality_score":0.7,"calibrated_materiality_score":0.7,"match_reasons":["same fact type: executive_change","same SEC item: 5.02, 7.01, 9.01","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-251709","json":"https://secwatch.observer/filing/0001193125-26-251709.json","markdown":"https://secwatch.observer/filing/0001193125-26-251709.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/874866/000119312526251709/0001193125-26-251709-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/874866/000119312526251709/d24231d8k.htm"},"side_by_side_evidence":{"fact_type":"executive_change","source_excerpt":"the Board also appointed Nicolas Catoggio, age 52, current Chief Operating Officer of the Company, to serve as President and Chief Executive Officer of the Company.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1530950/000153095026000056/0001530950-26-000056-index.htm","comparable_excerpt":"In connection with the leadership transition, the Board appointed Sarah Scott to serve as Chief Executive Officer and President of the Company, effective July 1, 2026.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/874866/000119312526251709/0001193125-26-251709-index.htm"}}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}