{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-030120","form_type":"8-K","ticker":"AHCO","cik":"0001725255","company_name":"AdaptHealth Corp.","filed_at":"2026-05-05T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.814495+00:00","generated_at":"2026-05-14T23:27:24.688592+00:00","sec_items":["2.02","5.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"AdaptHealth Q1 net loss widens to $16M, COO replaced; raises revenue guidance","bullets":["Net revenue $819.8M (+5.4% YoY); net loss $16.0M vs $7.2M loss in Q1 2025.","Adjusted EBITDA $121.2M, down 5.3% YoY; free cash flow negative $27.5M.","FY 2026 net revenue guidance raised $10M to $3.45-3.52B; EBITDA and FCF guidance maintained.","COO Toby Scott Barnhart terminated May 4; replaced by Daniel McFadden (Chief Business Systems Officer).","Completed $1.1B refinancing in April, reducing near-term amortization and lowering average debt cost."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-030120","json":"https://secwatch.observer/filing/0001628280-26-030120.json","markdown":"https://secwatch.observer/filing/0001628280-26-030120.md","text":"https://secwatch.observer/filing/0001628280-26-030120.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1725255/000162828026030120/0001628280-26-030120-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1725255/000162828026030120/ahco-20260505.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T23:27:24.688592+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":"72ecbbdbf7cfebce84ab9b69e370982d53e08bc8","claim":"AdaptHealth Corp. reported first quarter ended March 31, 2026 results: revenue $819.8 million, net income $16.0 million. Guidance raised.","evidence_excerpt":"the Company's portfolio around its core Sleep and Respiratory Health businesses. First Quarter Results All comparisons are to the quarter ended March 31, 2025. • Net revenue was $819.8 million compared to $777.9 million, an increase of 5.4%. • Organic revenue growth of 9.1%, with growth across each of the Company’s reportable segments. • Net loss attributable to","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1725255/000162828026030120/0001628280-26-030120-index.htm","confidence":0.9},{"claim_id":"99c9396533","claim":"Daniel McFadden was appointed as Chief Operating Officer at AdaptHealth Corp..","evidence_excerpt":"Also on May 4, 2026, the Company appointed Daniel McFadden, the Company’s current Chief Business Systems Officer, as the Company’s Chief Operating Officer.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1725255/000162828026030120/0001628280-26-030120-index.htm","confidence":0.95},{"claim_id":"a06c66ac01","claim":"Toby Scott Barnhart was terminated as Chief Operating Officer at AdaptHealth Corp..","evidence_excerpt":"On May 4, 2026, the Company terminated the employment of Toby Scott Barnhart, the Company’s Chief Operating Officer.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1725255/000162828026030120/0001628280-26-030120-index.htm","confidence":0.95}],"comparable_filings":[{"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":"Also on May 4, 2026, the Company appointed Daniel McFadden, the Company’s current Chief Business Systems Officer, as the Company’s Chief Operating Officer.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1725255/000162828026030120/0001628280-26-030120-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":"Also on May 4, 2026, the Company appointed Daniel McFadden, the Company’s current Chief Business Systems Officer, as the Company’s Chief Operating Officer.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1725255/000162828026030120/0001628280-26-030120-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":"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, 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":"Also on May 4, 2026, the Company appointed Daniel McFadden, the Company’s current Chief Business Systems Officer, as the Company’s Chief Operating Officer.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1725255/000162828026030120/0001628280-26-030120-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":"0001628280-26-039805","ticker":"GTLB","company_name":"Gitlab Inc.","filed_at":"2026-06-02T20:17:31+00:00","headline":"GitLab Q1 revenue $264M (+23% YoY); plans 14% workforce cut, $30-35M charges","event_type":"earnings","sec_items":["2.02","2.05","7.01","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/0001628280-26-039805","json":"https://secwatch.observer/filing/0001628280-26-039805.json","markdown":"https://secwatch.observer/filing/0001628280-26-039805.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1653482/000162828026039805/0001628280-26-039805-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1653482/000162828026039805/gtlb-20260601.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"the Company's portfolio around its core Sleep and Respiratory Health businesses. First Quarter Results All comparisons are to the quarter ended March 31, 2025. • Net revenue was $819.8 million compared to $777.9 million, an increase of 5.4%. • Organic revenue growth of 9.1%, with growth across each of the Company’s reportable segments. • Net loss attributable to","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1725255/000162828026030120/0001628280-26-030120-index.htm","comparable_excerpt":"in such filing. \n\n--- EX-99.1 (EX-99.1) ---\n\nGitLab Reports First Quarter Fiscal Year 2027 Financial Results First Quarter Fiscal Year 2027 Highlights: • Total revenue of $264.2 million, up 23% year-over-year • GAAP operating margin of (6)%; 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":"the Company's portfolio around its core Sleep and Respiratory Health businesses. First Quarter Results All comparisons are to the quarter ended March 31, 2025. • Net revenue was $819.8 million compared to $777.9 million, an increase of 5.4%. • Organic revenue growth of 9.1%, with growth across each of the Company’s reportable segments. • Net loss attributable to","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1725255/000162828026030120/0001628280-26-030120-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":"the Company's portfolio around its core Sleep and Respiratory Health businesses. First Quarter Results All comparisons are to the quarter ended March 31, 2025. • Net revenue was $819.8 million compared to $777.9 million, an increase of 5.4%. • Organic revenue growth of 9.1%, with growth across each of the Company’s reportable segments. • Net loss attributable to","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1725255/000162828026030120/0001628280-26-030120-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":"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":"the Company's portfolio around its core Sleep and Respiratory Health businesses. First Quarter Results All comparisons are to the quarter ended March 31, 2025. • Net revenue was $819.8 million compared to $777.9 million, an increase of 5.4%. • Organic revenue growth of 9.1%, with growth across each of the Company’s reportable segments. • Net loss attributable to","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1725255/000162828026030120/0001628280-26-030120-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":"the Company's portfolio around its core Sleep and Respiratory Health businesses. First Quarter Results All comparisons are to the quarter ended March 31, 2025. • Net revenue was $819.8 million compared to $777.9 million, an increase of 5.4%. • Organic revenue growth of 9.1%, with growth across each of the Company’s reportable segments. • Net loss attributable to","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1725255/000162828026030120/0001628280-26-030120-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"}}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}