{"filing":{"accession_number":"0001367644-26-000080","cik":"0001367644","ticker":"EBS","company_name":"Emergent BioSolutions Inc.","form":"8-K","filing_date":"2026-08-05","report_date":"2026-08-05","primary_document":"ebs-20260805.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/1367644/000136764426000080/ebs-20260805.htm"},"events":[{"id":24827,"run_id":22509,"accession_number":"0001367644-26-000080","anchor_item_number":"2.02","event_type":"earnings_release","event_domain":"financial","is_material":true,"confidence":0.95,"summary":"Emergent BioSolutions reported Q2 2026 financial results on August 5, 2026, with revenues of $234.3 million (66% YoY increase) and a net loss of $180.2 million driven by a $191.3 million non-cash impairment charge on NARCAN assets, offset by adjusted net income of $30.9 million.","company_name":"Emergent BioSolutions Inc.","ticker":"EBS","filing_date":"2026-08-05","form":"8-K","submitted_at":null,"items":[{"id":25509,"accession_number":"0001367644-26-000080","item_number":"2.02","item_title":"Results of Operations and Financial Condition.","event_type":"earnings_release","event_domain":"financial","is_material":true,"confidence":0.95,"reasoning":"This is a clear earnings release for Q2 2026 (quarter ended June 30, 2026) issued on August 5, 2026. The press release discloses comprehensive financial results including revenues of $234.3 million (66% increase YoY), net loss of $180.2 million (driven by a $191.3 million non-cash impairment charge), and adjusted net income of $30.9 million. The filing explicitly states the press release is \"furnished as Exhibit 99.1\" and Item 2.02 is the standard location for earnings releases. Material to investors as it reports quarterly operating performance and significant impairment charges.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-08-07T02:24:59.017673+00:00","company_name":"","ticker":null,"filing_date":""},{"id":25512,"accession_number":"0001367644-26-000080","item_number":"7.01","item_title":"Regulation FD Disclosure.","event_type":"earnings_release","event_domain":"financial","is_material":true,"confidence":0.95,"reasoning":"The Item 7.01 disclosure announces a conference call to discuss Q2 2026 financial and operating results, with earnings call slides to be posted. The attached Exhibit 99.1 is a full earnings release showing Q2 2026 revenues of $234.3 million (66% increase YoY), a net loss of $180.2 million (driven by a $191.3 million non-cash impairment charge on NARCAN assets), and adjusted net income of $30.9 million. This is a material quarterly earnings disclosure typical of Item 2.02/7.01 filings.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-08-07T02:24:59.017673+00:00","company_name":"","ticker":null,"filing_date":""}]},{"id":24828,"run_id":22509,"accession_number":"0001367644-26-000080","anchor_item_number":"2.05","event_type":"workforce_reduction","event_domain":"operational","is_material":true,"confidence":0.95,"summary":"The company announced a formal organizational restructuring plan effective August 5, 2026, involving elimination of approximately 93 employee positions and 21 vacant positions, closure of wet laboratories in Gaithersburg, Maryland, with estimated restructuring charges of $10–11.5 million and expected annualized savings of approximately $40 million.","company_name":"Emergent BioSolutions Inc.","ticker":"EBS","filing_date":"2026-08-05","form":"8-K","submitted_at":null,"items":[{"id":25510,"accession_number":"0001367644-26-000080","item_number":"2.05","item_title":"Costs Associated with Exit or Disposal Activities.","event_type":"workforce_reduction","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"The filing discloses a formal organizational restructuring plan announced on August 5, 2026, involving a workforce reduction of approximately 93 employees across all areas and elimination of 21 vacant positions, closure of wet laboratories in Gaithersburg, Maryland, and estimated restructuring charges of $10–11.5 million primarily in H2 2026. The company expects annualized savings of approximately $40 million when fully implemented. This is a material operational restructuring with quantified exit costs, fitting squarely within the workforce_reduction category under Item 2.05.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-08-07T02:24:59.017673+00:00","company_name":"","ticker":null,"filing_date":""}]},{"id":24829,"run_id":22509,"accession_number":"0001367644-26-000080","anchor_item_number":"5.02","event_type":"exec_departure","event_domain":"governance","is_material":true,"confidence":0.75,"summary":"Simon Lowry, Chief Medical Officer and Head of Research and Development, departed the company effective August 19, 2026, as his role was eliminated as part of the organizational restructuring.","company_name":"Emergent BioSolutions Inc.","ticker":"EBS","filing_date":"2026-08-05","form":"8-K","submitted_at":null,"items":[{"id":25511,"accession_number":"0001367644-26-000080","item_number":"5.02","item_title":"Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.","event_type":"exec_departure","event_domain":"governance","is_material":true,"confidence":0.75,"reasoning":"Simon Lowry, Chief Medical Officer and Head of Research and Development, is departing the Company effective August 19, 2026, as the role is being eliminated. While the Item 5.02 disclosure also mentions Stephanie Duatschek's appointment as Executive Vice President, Chief Growth Officer, the principal action disclosed is Lowry's departure and the elimination of his role, making exec_departure the most salient classification. The material impairment charge ($191.3 million) disclosed in the earnings release is a separate financial event not the focus of this Item 5.02 section.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-08-07T02:24:59.017673+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":25509,"accession_number":"0001367644-26-000080","item_number":"2.02","item_title":"Results of Operations and Financial Condition.","event_type":"earnings_release","event_domain":"financial","is_material":true,"confidence":0.95,"reasoning":"This is a clear earnings release for Q2 2026 (quarter ended June 30, 2026) issued on August 5, 2026. The press release discloses comprehensive financial results including revenues of $234.3 million (66% increase YoY), net loss of $180.2 million (driven by a $191.3 million non-cash impairment charge), and adjusted net income of $30.9 million. The filing explicitly states the press release is \"furnished as Exhibit 99.1\" and Item 2.02 is the standard location for earnings releases. Material to investors as it reports quarterly operating performance and significant impairment charges.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-08-07T02:24:59.017673+00:00","company_name":"Emergent BioSolutions Inc.","ticker":"EBS","filing_date":"2026-08-05"},{"id":25510,"accession_number":"0001367644-26-000080","item_number":"2.05","item_title":"Costs Associated with Exit or Disposal Activities.","event_type":"workforce_reduction","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"The filing discloses a formal organizational restructuring plan announced on August 5, 2026, involving a workforce reduction of approximately 93 employees across all areas and elimination of 21 vacant positions, closure of wet laboratories in Gaithersburg, Maryland, and estimated restructuring charges of $10–11.5 million primarily in H2 2026. The company expects annualized savings of approximately $40 million when fully implemented. This is a material operational restructuring with quantified exit costs, fitting squarely within the workforce_reduction category under Item 2.05.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-08-07T02:24:59.017673+00:00","company_name":"Emergent BioSolutions Inc.","ticker":"EBS","filing_date":"2026-08-05"},{"id":25511,"accession_number":"0001367644-26-000080","item_number":"5.02","item_title":"Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.","event_type":"exec_departure","event_domain":"governance","is_material":true,"confidence":0.75,"reasoning":"Simon Lowry, Chief Medical Officer and Head of Research and Development, is departing the Company effective August 19, 2026, as the role is being eliminated. While the Item 5.02 disclosure also mentions Stephanie Duatschek's appointment as Executive Vice President, Chief Growth Officer, the principal action disclosed is Lowry's departure and the elimination of his role, making exec_departure the most salient classification. The material impairment charge ($191.3 million) disclosed in the earnings release is a separate financial event not the focus of this Item 5.02 section.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-08-07T02:24:59.017673+00:00","company_name":"Emergent BioSolutions Inc.","ticker":"EBS","filing_date":"2026-08-05"},{"id":25512,"accession_number":"0001367644-26-000080","item_number":"7.01","item_title":"Regulation FD Disclosure.","event_type":"earnings_release","event_domain":"financial","is_material":true,"confidence":0.95,"reasoning":"The Item 7.01 disclosure announces a conference call to discuss Q2 2026 financial and operating results, with earnings call slides to be posted. The attached Exhibit 99.1 is a full earnings release showing Q2 2026 revenues of $234.3 million (66% increase YoY), a net loss of $180.2 million (driven by a $191.3 million non-cash impairment charge on NARCAN assets), and adjusted net income of $30.9 million. This is a material quarterly earnings disclosure typical of Item 2.02/7.01 filings.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-08-07T02:24:59.017673+00:00","company_name":"Emergent BioSolutions Inc.","ticker":"EBS","filing_date":"2026-08-05"}]}