UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Exact name of registrant as specified in its charter) For the quarterly period ended November 29, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-08504 https://files.reportify.cc/media/product UNIFIRST CORPORATION Massachusett ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K (State or other jurisdiction (Commission File Number) (I.R.S. Employer Delaware 001-40532 84-4867570 Identification No.) 201 Lomas Santa Fe Dr., Suite 300 Solana Beach, California 92075 (Address of principal executive offices) (Zip code) CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 7, 2026 LENZ THERAPEUTICS, INC. (Exact name of re ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 7, 2026 LENZ THERAPEUTICS, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction (Commission File Number) (I.R.S. Employer Delaware 001-40532 84-4867570 Identification No.) 201 Lomas Santa Fe Dr., Suite 300 Solana Beach, California 92075 (Address of pr ...

Financial Performance - Revenue for Q2 fiscal 2026 was $117.7 million, a decrease of 18.4% from $145.6 million in Q2 fiscal 2025[4] - Gross margin decreased to 37.1% in Q2 fiscal 2026 from 38.5% in Q2 fiscal 2025[5] - Net loss for Q2 fiscal 2026 was $12.7 million, with a net loss margin of 10.8%, compared to a net loss of $68.7 million and a margin of 47.2% in the prior year[9] - Adjusted EBITDA for Q2 fiscal 2026 was $4.0 million, with an Adjusted EBITDA margin of 3.4%, down from $9.7 million and a margin of 6.6% in the prior year[7] - Total consolidated revenue for the three months ended November 29, 2025, was $117,732,000, down from $145,618,000 in the same period last year, representing a year-over-year decline of approximately 19%[28] - Total consolidated revenue for the six months ended November 29, 2025, was $237,961,000, compared to $282,553,000 in the same period last year, a decline of about 16%[28] - Adjusted EBITDA for the three months ended November 29, 2025, was $4,045, representing 3.4% of revenue, compared to $9,656 or 6.6% for the same period in 2024[32] - The net loss for the six months ended November 29, 2025, was $15,066, which is 6.3% of revenue, compared to a net loss of $74,422 or 26.3% for the same period in 2024[33] - The net loss for the three months ended November 29, 2025, was $12,661, representing 10.8% of revenue, compared to a net loss of $68,715 or 47.2% for the same period in 2024[32] Segment Performance - Revenue in the On-Demand Talent segment was $43.0 million, a decline of 18.4% year-over-year[10] - Consulting segment revenue decreased to $42.6 million, down 28.8% year-over-year due to a 33.8% decrease in billable hours[11] - Revenue in the Europe & Asia Pacific segment grew to $20.1 million, an increase of 0.6% year-over-year, driven by higher average bill rates[12] - Consulting segment revenue for the three months ended November 29, 2025, was $42,613,000, down from $60,643,000 in the prior year, indicating a decrease of approximately 30%[28] Expenses and Costs - SG&A expenses increased to $54.4 million, or 46.2% of revenue, compared to $51.3 million, or 35.2% of revenue in the prior year[6] - Stock-based compensation expense for the three months ended November 29, 2025, was $1,625, accounting for 1.4% of revenue, compared to $1,948 or 1.3% for the same period in 2024[32] - CEO transition costs for the three months ended November 29, 2025, amounted to $9,029, which is 7.7% of revenue[32] - Restructuring costs for the three months ended November 29, 2025, were $2,894, accounting for 2.5% of revenue[32] - SG&A expenses for the three months ended November 29, 2025, were $54,394,000, an increase from $51,305,000 for the same period in 2024, representing a growth of 4.1%[34] - Adjusted SG&A expenses decreased to $39,670,000 for the three months ended November 29, 2025, compared to $46,500,000 for the same period in 2024, a reduction of 14.0%[34] Cash Flow and Assets - Cash flow from operating activities increased significantly to $8,059,000 for the three months ended November 29, 2025, compared to $1,490,000 for the same period in 2024, marking a growth of 440.5%[39] - Cash flow from investing activities was $(442,000) for the three months ended November 29, 2025, a significant improvement compared to $(12,662,000) for the same period in 2024[39] - The total assets decreased to $289,273,000 as of November 29, 2025, from $304,688,000 as of May 31, 2025, a decline of 5.1%[39] - The total stockholders' equity decreased to $194,587,000 as of November 29, 2025, down from $207,081,000 as of May 31, 2025, a decrease of 6.0%[39] Strategic Focus and Risks - The company plans to refocus its On-Demand offerings and scale its Consulting business to align with evolving client needs[3] - The company is focusing on digital expansion and technology transformation efforts, which are critical for future growth[23] - Risks include potential adverse effects from economic downturns and the competitive nature of the professional services market, which could impact financial performance[23] - The company emphasizes the importance of non-GAAP financial measures to provide clarity on core performance, which may differ from GAAP measures[25] Other Financial Metrics - The average bill rate for the consolidated segment was $122 for the three months ended November 29, 2025, slightly down from $123 for the same period in 2024[38] - The average pay rate for consultants was $58 for the three months ended November 29, 2025, down from $59 for the same period in 2024[39] - The agile consultant headcount on assignment decreased to 2,288 as of November 29, 2025, compared to 2,758 for the same period in 2024, a reduction of 17.0%[39] - Goodwill impairment for the three months ended November 23, 2024, was $79,482, representing 54.6% of revenue[32] - Amortization expense for the six months ended November 29, 2025, was $2,336, accounting for 1.0% of revenue, compared to $3,054 or 1.1% for the same period in 2024[33] - Interest income, net for the six months ended November 29, 2025, was $(170), which is (0.1%) of revenue, compared to $(363) or (0.1%) for the same period in 2024[33]

EXHIBIT 99.1 https://files.reportify.cc/media/production/RELL6bd46a Press Release For Immediate Release Edward J. Richardson Robert J. Ben PO BOX 393 "We delivered solid second-quarter fiscal 2026 revenue growth of 5.7%, led by strong year-over-year performance in our Green Energy Solutions (GES) business," said Edward J. Richardson, Chairman, CEO, and President. "Excluding Healthcare, where the majority of assets were divested in January 2025, net sales increased 9%. In a fluid macro environment, higher vo ...

Financial Performance - Revenues for the fiscal second quarter 2026 were $126.6 million, up 250% from $36.2 million in the prior year comparable period[6] - Net loss attributable to common stockholders was $31.2 million, or $0.11 per share, down 76% from a net loss of $129.0 million, or $0.61 per share, in the prior year[31] - Adjusted EBITDA for the fiscal second quarter 2026 was $20.2 million, compared to $6.1 million in the prior year[32] - Total revenue for the three months ended November 30, 2025, was $126.6 million, a significant increase from $36.2 million in the same period last year, representing a growth of 250%[52] - The company reported a net loss of $14.5 million for the three months ended November 30, 2025, compared to a net loss of $138.7 million in the same period last year, indicating a reduction in losses[52] - Operating loss for the three months ended November 30, 2025, was $31.0 million, compared to an operating loss of $12.8 million in the same period last year[52] - Basic and diluted net loss per share attributable to common stockholders for the three months ended November 30, 2025, was $(0.07), an improvement from $(0.66) in the same period last year[52] - Net loss from continuing operations (GAAP) decreased to $52,810 thousand for the six months ended November 30, 2025, from a loss of $112,451 thousand in the same period of 2024, indicating a reduction of 53%[56] - Adjusted net income from continuing operations (Non-GAAP) was a loss of $7,455 thousand for the six months ended November 30, 2025, compared to a loss of $2,310 thousand in the same period of 2024[56] - EBITDA (Non-GAAP) for the six months ended November 30, 2025, was a loss of $24,617 thousand, an improvement from a loss of $97,707 thousand in the same period of 2024[57] Operational Highlights - The Company achieved Ready-for-Service at Polaris Forge 1, delivering 100 MW on schedule, marking a significant milestone in the 400 MW AI Factory buildout for CoreWeave[7] - A 15-year lease was signed with a U.S. based investment-grade hyperscaler for 200 MW at Polaris Forge 2, expected to generate approximately $5 billion in revenue[7] - Total leased capacity now stands at 600 MW, with aggregate prospective lease revenue of approximately $16 billion[8] - The HPC Hosting Business generated $85.0 million in revenue for the quarter, with a second 150 MW data center expected to come online in 2026[19] - Applied Digital Corporation was named Best Data Center in the Americas 2025 by Datacloud, highlighting its leadership in high-performance data center solutions[36] - The company focuses on artificial intelligence, cloud, networking, and blockchain workloads, utilizing proprietary waterless cooling technology[36] - Applied Digital aims to create economic opportunities in underserved communities through its Polaris Forge AI Factory model[36] Capital and Financing - The Company completed a $2.35 billion private offering of senior secured notes, with proceeds allocated to construction and debt repayment[7] - As of November 30, 2025, the Company held approximately $2.3 billion in cash and cash equivalents, with total assets of $5.2 billion and liabilities of $3.2 billion[12] - Cash and cash equivalents increased to $1.9 billion as of November 30, 2025, up from $41.6 million at May 31, 2025[50] - Total assets reached $5.2 billion as of November 30, 2025, compared to $1.9 billion at May 31, 2025, reflecting a growth of 177%[50] - Long-term debt increased to $2.6 billion as of November 30, 2025, from $677.8 million at May 31, 2025[50] - The company reported cash flow used in operating activities of $97.9 million for the six months ended November 30, 2025, compared to $128.2 million in the same period last year[53] - Cash flow provided by financing activities was $3.1 billion for the six months ended November 30, 2025, compared to $618.6 million in the same period last year[53] - The company reported a cash increase of $2,172,448 thousand for the six months ended November 30, 2025, compared to an increase of $282,891 thousand in the same period of 2024[54] Strategic Initiatives - The Company plans to spin out Applied Digital Cloud and merge it with EKSO Bionics to form ChronoScale, retaining over 80% ownership of the combined entity[13] - The company is actively pursuing a proposed Business Combination with EKSO, which is expected to enhance its market position and operational capabilities[37] - The company emphasizes the importance of lease agreements and data center campus development in its business strategy[41] - Applied Digital is focused on raising additional capital to fund ongoing data center construction and operations, which is critical for its growth strategy[41] Non-GAAP Financial Measures - The company is committed to providing non-GAAP financial measures to give investors a clearer perspective on its operating performance[43] - Adjusted Operating Income and Adjusted Net Income from Continuing Operations are key non-GAAP measures used to evaluate the company's financial health[45] - EBITDA and Adjusted EBITDA are also highlighted as important metrics for assessing the company's operational efficiency[46] - Adjusted operating income for the six months ended November 30, 2025, was $7,999 thousand, up from $3,579 thousand in the same period of 2024, reflecting a year-over-year increase of 123%[56] - The adjusted operating margin improved to 4% for the six months ended November 30, 2025, compared to 5% for the same period in 2024[56] - Stock-based compensation expenses increased to $42,497 thousand for the six months ended November 30, 2025, compared to $1,900 thousand for the same period in 2024[56] - Interest paid decreased to $20,643 thousand for the six months ended November 30, 2025, down from $33,144 thousand in the same period of 2024, representing a decline of 38%[54] - The company incurred $801.5 million in capital expenditures for the six months ended November 30, 2025, compared to $225.8 million in the same period last year[53] - The company incurred $13,562 thousand in diligence, acquisition, disposition, and integration expenses for the three months ended November 30, 2025, compared to $8,493 thousand in the same period of 2024[56]

GRAPHIC January 2026 Investor Presentation Exhibit 99.1 GRAPHIC fo rw a r d -lo o kin g s t a t e m e n t s a r e b a s e d o n r e a s o n a ble a s s u m p tio n s, there can be no assurance that the Company's expectations will be achieved . Factors which could cause the Company's actual results, performance, or achievements to differ significantly from the results, performance, or achievements expressed or implied by such statements are set forth under the captions "Item 1A. Risk Factors" and "Forward - ...

CURRENT REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K INNOVATIVE EYEWEAR, INC. (Exact name of registrant as specified in its charter) | Florida | 001-41392 | 85-0734861 | | --- | --- | --- | | (State or other jurisdiction | (Commission | (I.R.S. Employer | | of incorporation) | File Number) | Identification No.) | 11900 Biscayne Blvd., Suite 630 North Miami, Florida 33181 (Address of principal executive offices) (Zip Code) (786) 785-5178 Pursuant to Section 13 or 15 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 7, 2026 GLOBUS MEDICAL, INC. (Exact name of registrant as specified in charter) DELAWARE 001-35621 04-3744954 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No.) 2560 GENERAL ARMISTEAD AVENUE, AUDUBON, PA 19403-5214 (Address of princ ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K (State or Other Jurisdiction of Incorporation) Delaware 001-39423 46-2707656 (Commission File Number) (I.R.S. Employer Identification Number) Date of Report (Date of earliest event reported): December 31, 2025 Commerce.com, Inc. (Exact name of registrant as specified in charter) CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 11920 Alterra Parkway D11 / Suite 100 8th Floor Austin, Texas 78758 ...