Recent 8-K filings for TLRY

• April 15, 2026, 7:59 PM ET M&A materiality 0.85 positive item 1.01item 9.01 ◈ Material Agreements

  Tilray acquires UK medical platform Lyphe; files $180M ATM for beverage expansion

  Acquired Lyphe Group, a UK medical cannabis clinic/pharmacy; dispensed ~150K units, treated 16K+ patients; expected accretive in 2027.

• April 1, 2026, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  Tilray Brands Q3 FY2026 revenue $207M record; intl cannabis +73%; buys BrewDog ~£40M

  Record Q3 net revenue of $207M, up 11% organic YoY; gross profit $55M, up 6% YoY.

• March 2, 2026, 6:59 PM ET M&A materiality 0.75 positive item 1.01item 2.01item 8.01item 9.01 ◈ M&A Transactions◈ Material Agreements

  Tilray Brands acquires BrewDog assets for £33M; eyes $200M annual revenue from acquisition

  Acquired BrewDog's global IP, UK brewing ops, and 11 brewpubs for £33M (~$44.1M) via pre-pack administration.

• January 8, 2026, 6:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01

  Tilray Brands Q2 FY2026 revenue record $218M; net cash $30M; reaffirms EBITDA guidance

  Net revenue $218M, a record quarterly; international medical cannabis revenue increased 36% YoY.

• October 9, 2025, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  Tilray Brands Q1 FY2026 net revenue $210M, net income $1.5M, EBITDA +9%

  Net revenue $209.5M (+5% YoY); net income $1.5M vs net loss $34.7M prior year.

• July 28, 2025, 7:59 PM ET earnings materiality 0.80 neutral item 2.02item 9.01

  Tilray Q4/FY2025: net loss $1.27B on $2.1B impairment; guides FY2026 EBITDA $62-72M

  FY2025 net revenue $821.3M (+4% YoY); Q4 net revenue $224.5M (down 2% from $229.9M).

• June 10, 2025, 7:59 PM ET other material materiality 0.65 neutral item 5.07

  Tilray shareholders approve reverse stock split up to 1-for-20

  Shareholders approved amendment to allow reverse stock split at ratio between 1:10 and 1:20; 251M for, 182M against.

• April 25, 2025, 7:59 PM ET debt materiality 0.65 neutral item 3.02

  Tilray exchanges $9.4M convertible notes for 19M shares in private deals

  Issued 19,034,603 common shares in exchange for $9.4M aggregate principal of 5.20% Convertible Senior Notes due June 2027.

• April 8, 2025, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Tilray Q3 net revenue $186M; adjusted EBITDA $9M; cannabis margin up 800bps; debt reduced $71M

  Net revenue $185.8M vs $188.3M prior year; constant currency ~$193M; SKU rationalization hit $13.2M.

• March 25, 2025, 7:59 PM ET regulatory materiality 0.75 negative item 3.01

  Tilray Brands gets 180 days to cure Nasdaq minimum bid price deficiency

  Received Nasdaq notice on March 25, 2025 for non-compliance with $1.00 minimum bid price rule.

• March 10, 2025, 7:59 PM ET debt materiality 0.65 neutral item 3.02

  Tilray to issue up to 23M shares in exchange for $14.6M convertible notes

  Up to 23M shares issued in private exchange for $14.6M principal of 5.20% Convertible Notes due June 2027.

• February 26, 2025, 6:59 PM ET debt materiality 0.60 neutral item 1.01item 1.02item 2.03item 9.01

  Tilray subsidiary refinances CAD $53M term loan to CIBC; extends maturity to 2028

  Aphria Diamond Inc. entered a CAD $53M credit agreement with CIBC on Feb 21, 2025.

• February 7, 2025, 6:59 PM ET litigation materiality 0.75 positive item 8.01

  Tilray subsidiary Aphria settles Canadian class action for CAD 30M; no admission of liability

  Settled for CAD 30M (US 21M), far below original CAD 875M claim; dismissal with prejudice.

• January 10, 2025, 6:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Tilray Brands Q2 revenue up 9% to $211M; gross profit +29%; reaffirms FY2025 guidance

  Net revenue $211M (record Q2), +9% YoY; gross margin 29% vs 24% prior year.

• December 2, 2024, 6:59 PM ET litigation materiality 0.65 positive item 8.01

  Delaware court grants summary judgment for Tilray in proxy vote lawsuit

  Court held Tilray correctly used majority-of-votes-cast standard for authorized share proposals; granted summary judgment for Tilray and directors.

• November 6, 2024, 6:59 PM ET litigation materiality 0.65 negative item 8.01item 9.01

  Tilray faces shareholder class action challenging authorized share vote standard

  Lawsuit filed Oct 31, 2024 in Delaware Chancery claims proxy statements improperly used votes-cast standard instead of majority-of-outstanding shares for share increases.

• October 10, 2024, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01

  Tilray Q1 revenue $200M (+13%), net loss narrows; beverage alcohol up 132%

  Net revenue $200M (+13% YoY); gross margin 30% (+500 bps) to $59.7M.

• July 29, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Tilray FY2024 revenue up 26% to $789M, debt cut $291M, adjusted EBITDA $60.5M

  Net revenue $788.9M (+26% YoY); Q4 revenue $229.9M (+25%).

• May 17, 2024, 7:59 PM ET other material materiality 0.60 positive item 1.01item 9.01 ◈ Material Agreements

  Tilray Brands launches $250M ATM equity program to fund acquisitions, targeting U.S. cannabis rescheduling

  May offer and sell up to $250M of common stock through TD Securities and Jefferies in at-the-market offerings.

• May 14, 2024, 7:59 PM ET debt materiality 0.60 neutral item 3.02

  Tilray converts $19.8M of 2024 convertible notes to 13.1M shares; only $330K notes remaining

  Expects to issue up to 13.1M shares of common stock in exchange for $19.8M aggregate principal of 5.25% Convertible Senior Notes due June 1, 2024.

• May 7, 2024, 7:59 PM ET debt materiality 0.60 neutral item 3.02

  Tilray to issue up to 15.2M shares in exchange for $24M of convertible notes

  Between April 24 and May 6, 2024, Tilray entered private debt-for-equity exchanges with unrelated parties.

• April 9, 2024, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01 ◈ Earnings Releases

  Tilray Q3 revenue up 30% to $188M; adjusts FY EBITDA guidance to $60-63M

  Net revenue $188.3M (+30% YoY); beverage-alcohol revenue surged 165% to $54.7M on craft acquisitions.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.60 · Most common event other_material

10 positive 3 negative 25 neutral

source · TLRY on sec.gov