Most material SEC filings — August 7, 2026

Dream Finders Homes, Inc. has entered into a merger agreement with Beazer Homes USA, Inc. dated August 6, 2026. Under the agreement, Beazer (via merger subsidiary Bulldogs Merger Sub) will acquire Dream Finders for $33.50 per share in cash. As of August 4, 2026, approximately 26.3 million shares were outstanding. The transaction requires stockholder approval and customary regulatory clearances, with Beazer providing financing commitments for the acquisition.

Beazer Homes agreed to be acquired by Dream Finders Homes, Inc. in an all-cash transaction at $33.50 per share, valuing the company at approximately $2.2 billion. The deal is subject to stockholder and regulatory approval. Concurrently, Q3 fiscal 2026 results showed declining performance: net loss of $4.2 million ($0.16 per diluted share) vs. $0.3 million loss prior year; adjusted EBITDA fell 51.3% to $15.6 million; homebuilding revenue down 8.3% to $490.9 million on 13.4% fewer closings (896 vs. 1,035 homes); gross margin (ex-impairments) compressed 150 bps to 16.9%; nine-month net loss of $37.7 million vs. $15.6 million income prior year.

Dream Finders Homes, Inc. (Parent) agreed to acquire Beazer Homes USA Inc. (Company) via merger with wholly-owned subsidiary Bulldogs Merger Sub, Inc. for $33.50 per share in cash (Merger Consideration). As of August 4, 2026 (Capitalization Date), 26,343,437 shares were outstanding. The transaction includes assumption of Company indebtedness, payment of Company Awards (RSAs, options, performance-based awards), and treatment of all equity interests. Company Board unanimously approved and recommends the merger to stockholders. Closing conditioned on regulatory approvals, financing availability, and stockholder approval.

Trulieve Cannabis completed NYSE listing on June 10, 2026 (ticker TRLV) after deconsolidating mixed-use Harvest operations on June 3, 2026 to a third-party investor (retaining 90% economic interest). Q2 2026 reported revenue $271M (medical-only: $222M) with 60% gross margin; GAAP net loss $406M (includes $403M Harvest deconsolidation charge); adjusted net income $20M; adjusted EBITDA $98M (36% margin); cash position $325M; operates 207 dispensaries and 3.5M sq ft production capacity in medical-only states post-restructuring.

On August 7, 2026, Yum China Holdings completed acquisition of Pizza Hut brand ownership in Mainland China from Yum! Brands for US$1.2 billion. The deal eliminates 3% annual royalty payments to Yum! Brands (expected to add 2.8% to Pizza Hut restaurant margins net of VAT), funded via ~$1.2B offshore RMB bridge loan at ~2% interest. Company expects slight EPS accretion in 2026 and mid-single-digit accretion in 2027-2028; plans to accelerate Pizza Hut openings to 800+ stores/year (vs. prior 600+ target) starting 2027.

ANI Pharmaceuticals reported Q2 2026 total net revenues of $266.0M (+25.9% YoY), with Cortrophin Gel net revenues reaching $117.1M (+43.5% YoY). The company expanded its Rare Disease sales force by ~50% (from ~120 to ~180 reps) to enter the acute gouty arthritis market, targeting ~285,000 addressable patients. ANI reaffirmed full-year 2026 guidance of $1,080–$1,140M total revenue and $285–$300M adjusted non-GAAP EBITDA, but modestly lowered Cortrophin Gel guidance to $520–$540M (from $540–$575M), reflecting 50–55% full-year growth. The company also authorized a $100M share repurchase program through May 2029 and generated $115M operating cash flow year-to-date.

On June 22, 2026, Boundless Bio entered into a merger agreement with Serapha Bio, Inc. (counterparty), with Serapha surviving as a subsidiary. The company executed severance and release agreements with three departing employees (Zachary Hornby, Robert Doebele, Christian Hassig) effective July 1, 2026, totaling cash severance of $1,025,000 ($660K + $390K + $375K) payable immediately, plus conditional 'CIC True-Up Severance' of $1,537,500 ($874.5K + $338K + $325K) payable only if the merger closes by March 15, 2027. Two executives (Jessica Oien and David Hinkle) were retained with amended employment letters effective July 1, 2026, featuring monthly retention payments ($50K and $25K respectively, capped at $500K and $250K), transaction bonuses accruing monthly, and automatic termination upon closing of Change in Control with lump-sum severance equal to 12 months' base salary plus 1.0x target bonus. All severance conditioned on executed general release of claims.

New CEO Bob Wright returned to lead a turnaround after Q2 2026 showed deteriorating fundamentals: global systemwide sales declined 6.5% YoY (US down 8.2%), same-restaurant sales fell 7.0% in US, and adjusted EBITDA dropped 15.4% to $124.1M. The company cut its annualized dividend from ~$0.36/share to $0.28/share, suspended share buybacks, and withdrew full-year 2026 guidance to 'fully assess business opportunities.' Net income fell 40.8% to $32.6M; restaurant count decreased 154 net locations.

E.W. Scripps Company reported Q2 2026 revenue of $490M (down 9.2% YoY) and a $1.2B net loss ($12.68/share), driven by a non-cash $1.1B goodwill/intangible asset impairment in Scripps Networks. The company laid off 268 employees (6% of workforce) and incurred $35.8M in restructuring costs. Management targets $125–$150M in EBITDA growth by 2028 through $100M in annual run-rate savings already on track; however, core advertising fell 8.7%, distribution revenue dropped 17% (partly due to temporary blackouts with Comcast/DirecTV), and Scripps Networks revenue declined 16%.

Array Digital Infrastructure closed spectrum sales totaling $1.162 billion ($74.8M on 700 MHz, $86.4M on 600 MHz, $1B cellular/other on June 1, 2026), paid special dividend of $11/share (~$950M total on ~86.5M shares), and raised 2026 Adjusted EBITDA guidance to $220–$235M from $200–$215M. Concurrently, parent TDS made non-binding acquisition proposal (May 7) to buy Array's remaining public shares; Array formed special committee to evaluate. Site rental revenue grew 95% YoY to $53.2M (Q2). DISH Wireless stopped paying (Q1 2026) and filed bankruptcy (June 2026). Company expects ~$30M more spectrum proceeds in 2026.

Array Digital Infrastructure completed three spectrum sales to Verizon ($74.8M on May 5, $86.4M on May 12) and cellular/other licenses ($1.0B on June 1, 2026), and paid a special dividend of $11/share on June 25, 2026. Separately, on May 7, 2026, TDS delivered a non-binding proposal to Array's Board to acquire all outstanding Array Common Shares not owned by TDS; a special committee was formed to evaluate it. Array's site rental revenues grew 95% YoY in Q2 2026, and TDS updated 2026 guidance upward: TDS Telecom now guides 250,000–300,000 marketable fiber addresses (vs. prior range) and $625M–$675M capex; Array narrowed revenue to $205M–$215M and raised Adjusted EBITDA to $220M–$235M.

Atmus reported Q2 2026 net sales of $528M (up 16.4% YoY), driven primarily by the Koch Filter acquisition, pricing increases, and favorable currency. The company raised full-year 2026 guidance: net sales to $1,975M–$2,030M (vs. prior range), Adjusted EBITDA margin 19.75%–20.25%, and Adjusted EPS $2.85–$3.00. During Q2, Atmus repurchased $13M of common stock under a $150M authorization (with $49M remaining as of June 30, 2026) and paid a $0.055/share dividend. Long-term debt increased from $540M to $992M, primarily to finance the Koch Filter acquisition.

Kimbell Royalty Partners reported Q2 2026 record revenues of $103.0M, net income of $47.3M, and consolidated Adjusted EBITDA of $84.9M. The company closed a $145.9M acquisition of Mesa Royalties on June 22, 2026 (effective June 1), contributing 9 days of Q2 production. Daily production reached 25,830 Boe/d (record), and cash distribution increased 15% to $0.47 per common unit (up from $0.41 in Q1). Borrowing base increased from $625M to $660M on June 24, 2026. The company repurchased 500,000 common units for $7.4M and maintains 91 active rigs (16% of U.S. land rig count).