{"schema_version":"secwatch.filing_event.v1","accession":"0001645590-26-000052","form_type":"8-K","ticker":"HPE","cik":"0001645590","company_name":"Hewlett Packard Enterprise Co","filed_at":"2026-06-01T20:09:22+00:00","discovered_at":"2026-06-01T20:10:00.466972+00:00","generated_at":"2026-06-01T20:12:09.620796+00:00","sec_items":["1.01","2.02","5.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"confidence":"high","headline":"HPE Q2 FY26: record revenue $10.7B (+40%), raises FY26 guidance, introduces FY27 framework","bullets":["Q2 revenue $10.7B (+40% YoY); GAAP EPS $0.44 (from -$0.82); non-GAAP EPS $0.79 (from $0.38), above outlook.","Raised FY26 guidance: non-GAAP EPS now $3.35-3.45 (prev $3.00+ by FY28); free cash flow at least $3.5B.","Introduced FY27 framework: rev growth 8-12%, non-GAAP EPS growth 12-16%, FCF at least $4.5B.","Completed H3C divestiture on May 28, received $1.357B for remaining 19% stake; total pretax $3.5B.","Appointed Elliott partner Chris Hsu to board; declared Q3 dividend $0.1425/share payable July 15."],"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","text":"https://secwatch.observer/filing/0001645590-26-000052.txt","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"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-01T20:12:09.620796+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":"d252b0f5268c840bbffccf1063e5d86ee20cbb1e","claim":"Hewlett Packard Enterprise Co reported fiscal quarter ended April 30, 2026 results: revenue $10.7 billion, EPS GAAP of $0.44. Guidance raised.","evidence_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%,","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/0001645590-26-000052-index.htm","confidence":0.9},{"claim_id":"5eedbd414e","claim":"Christopher P. Hsu was appointed as member of the Board at Hewlett Packard Enterprise Co.","evidence_excerpt":"Pursuant to the terms of the previously disclosed Cooperation Agreement, the Board has appointed Christopher P. Hsu to serve as a member of the Board, the Strategy Committee of the Board and the Finance and Investment Committee of the Board, effective immediately.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/0001645590-26-000052-index.htm","confidence":1.0},{"claim_id":"5ae19f42d4ce324bb2c8aecf2c4f7ae9983036df","claim":"Hewlett Packard Enterprise Co amended Cooperation Agreement with Elliott Investment Management L.P., Elliott Associates, L.P., and Elliott International, L.P. (effective 2026-05-29).","evidence_excerpt":"On May 29, 2026, the Company and Elliott agreed to amend paragraph 1(c) of the Cooperation Agreement such that the size of the board of directors of the Company (the \"Board\") immediately following the closing of the 2026 Annual Meeting will not exceed 14 directors until the 2027 Annual Meeting (the \"Amended Cooperation Agreement\").","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/0001645590-26-000052-index.htm","confidence":0.9}],"comparable_filings":[{"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":"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%,","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/0001645590-26-000052-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":"Pursuant to the terms of the previously disclosed Cooperation Agreement, the Board has appointed Christopher P. 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Hsu to serve as a member of the Board, the Strategy Committee of the Board and the Finance and Investment Committee of the Board, effective immediately.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/0001645590-26-000052-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":"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"],"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":"Pursuant to the terms of the previously disclosed Cooperation Agreement, the Board has appointed Christopher P. Hsu to serve as a member of the Board, the Strategy Committee of the Board and the Finance and Investment Committee of the Board, effective immediately.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/0001645590-26-000052-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"],"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":"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%,","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/0001645590-26-000052-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"],"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":"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%,","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/0001645590-26-000052-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":"0001193125-26-251758","ticker":"OCFC","company_name":"OCEANFIRST FINANCIAL CORP","filed_at":"2026-06-01T21:19:28+00:00","headline":"OceanFirst closes acquisition of Flushing Financial; issues shares to Warburg Pincus","event_type":"m_and_a","sec_items":["1.01","3.02","2.01","2.03","3.03","5.02","5.03","7.01","9.01"],"materiality_score":0.9,"calibrated_materiality_score":0.9,"match_reasons":["same fact type: executive_change","same SEC item: 1.01, 5.02, 7.01, 9.01","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-251758","json":"https://secwatch.observer/filing/0001193125-26-251758.json","markdown":"https://secwatch.observer/filing/0001193125-26-251758.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1004702/000119312526251758/0001193125-26-251758-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1004702/000119312526251758/d145829d8k.htm"},"side_by_side_evidence":{"fact_type":"executive_change","source_excerpt":"Pursuant to the terms of the previously disclosed Cooperation Agreement, the Board has appointed Christopher P. Hsu to serve as a member of the Board, the Strategy Committee of the Board and the Finance and Investment Committee of the Board, effective immediately.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/0001645590-26-000052-index.htm","comparable_excerpt":"Todd Schell, designated by Warburg, was appointed to serve as a director of OceanFirst","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1004702/000119312526251758/0001193125-26-251758-index.htm"}},{"accession":"0001193125-26-251752","ticker":null,"company_name":"Enviri II Corp","filed_at":"2026-06-01T21:18:36+00:00","headline":"New Enviri completes spin-off; starts trading June 2 under NVRI; ~$1.2B revenue, ~$140M EBITDA","event_type":"m_and_a","sec_items":["1.01","2.03","3.03","5.03","5.01","5.02","5.05","7.01","9.01"],"materiality_score":0.9,"calibrated_materiality_score":0.9,"match_reasons":["same fact type: material_agreement","same SEC item: 1.01, 5.02, 7.01, 9.01","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-251752","json":"https://secwatch.observer/filing/0001193125-26-251752.json","markdown":"https://secwatch.observer/filing/0001193125-26-251752.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/2104052/000119312526251752/0001193125-26-251752-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2104052/000119312526251752/d258410d8k.htm"},"side_by_side_evidence":{"fact_type":"material_agreement","source_excerpt":"On May 29, 2026, the Company and Elliott agreed to amend paragraph 1(c) of the Cooperation Agreement such that the size of the board of directors of the Company (the \"Board\") immediately following the closing of the 2026 Annual Meeting will not exceed 14 directors until the 2027 Annual Meeting (the \"Amended Cooperation Agreement\").","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/0001645590-26-000052-index.htm","comparable_excerpt":"On June 1, 2026, New Enviri entered into a transition services agreement (the “Transition Services Agreement”) with CLEH pursuant to which New Enviri will provide certain services to CLEH on an interim, transitional basis.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/2104052/000119312526251752/0001193125-26-251752-index.htm"}}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}