1,298 material Form 8-K filings that 1,057 companies we cover made with the SEC in April 2026, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). All of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
Onto Innovation agreed to acquire 61,123,436 shares, or 27%, of Rigaku Holdings from an affiliate of The Carlyle Group for about $710 million, with closing expected in the second half of 2026. The company also obtained a commitment for a $500 million 364-day bridge loan from Goldman Sachs Bank USA to help finance the deal, which adds a large investment and new debt financing for shareholders to weigh.
Purchase price of approximately $710 million for 27% of Rigaku common stock, agreed April 21, 2026 (Tokyo time)
Transaction expected to close in the second half of 2026, subject to regulatory approvals and customary conditions
Bridge Commitment Letter with Goldman Sachs Bank USA provides up to $500 million senior secured 364-day term loan
Company expects to account for the minority stake under the fair value option and not consolidate Rigaku results; termination fee of 2% of the purchase price applies in certain cases
Danaher reported first-quarter 2026 results, with revenue up 3.5% to $6.0 billion and adjusted diluted EPS up 9.5% to $2.06, while GAAP diluted EPS rose to $1.45 from $1.32. The company raised its full-year 2026 adjusted EPS guidance to $8.35 to $8.55 from $8.35 to $8.50, and said it intends to acquire Masimo Corporation.
Q1 2026 GAAP net earnings were $1.0 billion, or $1.45 per diluted share, versus $1.32 a year earlier.
Non-GAAP core revenue rose 0.5% year-over-year, with the company citing a lighter-than-typical Q1 respiratory season at Cepheid.
Full-year 2026 adjusted diluted EPS guidance is now $8.35 to $8.55, up from $8.35 to $8.50; full-year core revenue growth guidance of 3% to 6% was unchanged.
Danaher announced its intention to acquire Masimo Corporation, subject to customary closing conditions including regulatory approval.
Apple said Tim Cook will step down as Chief Executive Officer and become Executive Chair of the Board effective September 1, 2026. The Board appointed John Ternus, currently Senior Vice President of Hardware Engineering, as CEO and a Board member, effective the same date. For shareholders, this is a planned leadership succession that changes who runs the company day to day.
Tim Cook moves from CEO to Executive Chair of the Board effective September 1, 2026.
John Ternus, 50, joined Apple in 2001 and was named CEO by the Board on April 17, 2026, effective September 1, 2026.
Art Levinson, current Chair, becomes Lead Independent Director on September 1, 2026.
NewHold Investment Corp IV, a blank check company, closed its initial public offering on April 16, 2026, selling 20,125,000 units at $10.00 each for gross proceeds of $201,250,000 after the underwriter fully exercised its over-allotment option. The filing states that $201,250,000 was placed in a U.S. trust account, to be released only after a business combination, or redemption if no combination is completed within 24 months, which defines the terms shareholders face.
IPO closed April 16, 2026: 20,125,000 units at $10.00 each, gross proceeds of $201,250,000, including full exercise of the 2,625,000-unit over-allotment option
Concurrent private placement of 641,250 units at $10.00 each to the Sponsor (440,000 units) and BTIG, LLC (201,250 units)
$201,250,000 placed in trust with Continental Stock Transfer & Trust Company; funds are released only after an initial business combination or redemption if none is completed within 24 months
Westlake Corporation appointed Jonathan H. Baksht as Senior Vice President and Chief Financial Officer, effective June 15, 2026, succeeding M. Steven Bender, who will retire by the end of 2026. Baksht previously served as CFO of Fortune Brands Innovations, Inc. from May 2025 to March 2026, and the change in the company's top finance role is a significant leadership transition for shareholders to monitor.
Baksht takes the CFO role effective June 15, 2026; Bender moves to Special Advisor to the President on that date and retires by year-end.
Baksht receives a $200,000 sign-on cash award and RSUs with a total grant date fair value of $1,800,000, vesting fully on June 15, 2029.
Baksht's 2026 base pay is $832,000, with a 90% target annual bonus and a 275% long-term incentive target.
Baksht previously was CFO of Pactiv Evergreen Inc. (2022 to 2025) and Valaris Limited (2015 to 2021).
Alaska Air Group reported a first-quarter 2026 GAAP net loss of $193 million, or $1.69 per share, compared with a net loss of $166 million, or $1.35 per share, a year earlier, even though total operating revenue rose 5% to $3.3 billion. The company suspended full-year 2026 guidance because of fuel price volatility and gave an estimated second-quarter adjusted loss of approximately ($1.00) per share, which matters to shareholders because the filing shows higher costs and no current full-year earnings range.
Q1 2026 GAAP net loss of $193 million, or $1.69 per share, versus a net loss of $166 million, or $1.35 per share, in Q1 2025
Total operating revenue rose 5% to $3.3 billion; aircraft fuel cost per gallon averaged $2.98 versus $2.61
Full-year 2026 guidance suspended; second-quarter adjusted loss per share estimated at approximately ($1.00)
Revolving credit facility commitments increased from $850 million to $1.1 billion in April 2026
Sysco signed a new $3.0 billion revolving credit facility and a new $3.0 billion term loan, both with Bank of America as administrative agent, replacing its existing $3.0 billion revolver. The term loan will help fund the previously announced acquisition of Jetro Restaurant Depot, and the revolver's commitments rise to $4.0 billion once that acquisition closes, which adds borrowing capacity and new debt obligations for shareholders to weigh.
New $3.0 billion revolving credit facility dated April 16, 2026, maturing April 16, 2031, with a option to increase to $5.0 billion; commitments rise to $4.0 billion at the Jetro Restaurant Depot closing
New $3.0 billion term loan: $1.25 billion Tranche A maturing 364 days after closing and $1.75 billion Tranche B maturing two years after closing
Term loan proceeds will partly fund the Jetro Restaurant Depot merger and refinance JRD's indebtedness; revolver proceeds are for general corporate purposes
NETSTREIT reported first-quarter 2026 results with diluted net income of $0.06 per share, up from $0.02, and AFFO of $0.34 per share, up from $0.32. The company raised its 2026 net investment guidance to $550 million to $650 million from $350 million to $450 million and narrowed its AFFO per share guidance to $1.36 to $1.39 from $1.35 to $1.39, while also declaring a higher quarterly dividend of $0.22 per share.
Q1 2026 diluted AFFO per share was $0.34, versus $0.32 in Q1 2025; diluted FFO per share was $0.32, versus $0.29.
Total revenues were $57.1 million for Q1 2026, versus $45.9 million a year earlier.
The company completed $239.0 million of gross investments at a 7.5% blended cash yield in Q1 2026.
The Board declared a quarterly dividend of $0.22 per share for Q2 2026, payable June 15, 2026, an annualized increase of $0.04 per share.
Brookfield Oaktree Holdings, LLC entered into a Transaction Agreement on April 14, 2026, under which all outstanding limited partnership interests and equity awards of Oaktree Capital Group Holdings, Oaktree Equity Plan and Oaktree Equity Plan II will be acquired or cancelled. The consideration may include cash, Class A Limited Voting Shares of BAM or BN, ExchangeCo limited partnership interests, and BAM restricted stock units. The filing says the terms will not affect the company's 6.625% Series A and 6.550% Series B preferred units, and the deal is subject to customary closing conditions, including required regulatory approvals.
Agreement dated April 14, 2026, with Acquisition Z (2026) LP and other parties, including Brookfield Asset Management Ltd. and Brookfield Corporation for limited purposes.
Consideration may be cash, BAM Class A or BN Class A shares, ExchangeCo limited partnership interests, BAM RSUs, or a combination.
Brookfield US Company LLC would buy all interests in Oaktree Capital I GP, LLC, in which BOH holds an approximately 74% economic interest before the Transactions.
Either party may terminate if the Transactions do not close before January 14, 2027.
AGNC Investment Corp. reported a first-quarter 2026 net loss of $0.17 per common share and a total comprehensive loss of $0.18 per share, compared with net income of $0.83 per share in the fourth quarter of 2025. Tangible net book value fell 5.6% to $8.38 per share, and the economic return on tangible common equity was -1.6% after $0.36 in declared dividends, so shareholders saw book value decline even as net spread income improved.
Net spread and dollar roll income rose to $0.42 per share from $0.35 in the prior quarter, driven by a 25 basis point increase in the net interest spread.
Tangible net book value per share decreased $0.50, from $8.88 on December 31, 2025, to $8.38 on March 31, 2026.
The company issued 38.0 million common shares through at-the-market offerings for net proceeds of $401 million during the quarter.
Management attributed the quarter's results to wider mortgage spreads in March amid conflict in Iran and the Middle East.
Centrus Energy's subsidiary American Centrifuge Operating signed a construction contract dated April 16, 2026, with Geiger Brothers for its Piketon, Ohio uranium enrichment expansion. The contract is capped at $900 million, and the final cost will depend on the detailed work the company authorizes, so shareholders will see the actual spending as task releases are issued.
Contract dated April 16, 2026; Geiger Brothers is the primary construction contractor for the Piketon, Ohio expansion project.
Aggregate payments are capped at $900 million under a time and materials structure with agreed labor rates.
Performance period runs through January 30, 2031.
The company expects to file the full contract as an exhibit to its Form 10-Q for the quarter ending June 30, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.