1,134 material Form 8-K filings that 905 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
On April 16, 2026, CrowdStrike's board approved a performance-based equity award to President Michael Sentonas with a target of 100,000 performance stock units (PSUs). The number of shares he can receive depends on the company's three-year total stockholder return relative to S&P 500 companies, ranging from zero to 200,000 shares, so the award's value to shareholders depends on future stock performance.
Target award is 100,000 PSUs, with payouts from 0% to 200% of target based on relative total stockholder return.
Performance period runs from December 22, 2025 to December 22, 2028; earned PSUs vest 25% each on March 20, June 20, September 20 and December 20, 2029.
Payout is 50% of target at the 25th percentile and 200% at the 90th percentile or above; below the 25th percentile pays nothing.
The company cites fiscal 2026 revenue of $4.81 billion and ending ARR of $5.25 billion, and a long-term ambition of $20 billion in ending ARR.
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.
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
Wintrust Financial reported record quarterly net income of $227.4 million, or $3.22 per diluted share, for the first quarter of 2026, up from $223.0 million, or $3.15 per diluted share, in the fourth quarter of 2025. Net interest income fell $4.9 million to $579.0 million, which the company attributed mainly to two fewer calendar days in the quarter, while total loans and deposits grew.
Net income of $227.4 million and diluted EPS of $3.22 for Q1 2026, versus $223.0 million and $3.15 in Q4 2025
Total loans rose $1.0 billion and total deposits rose $1.2 billion in the quarter
Net interest income declined to $579.0 million from $583.9 million; net interest margin rose two basis points to 3.54%
Non-performing loans fell to $182.7 million, or 0.34% of total loans, from $185.8 million at December 31, 2025
On April 15, 2026, a consolidated subsidiary closed an approximately $880.4 million commercial real estate mortgage securitization and sold approximately $778.1 million of the notes in a private placement. The company said it will hold the underlying portfolio until maturity and account for the notes as a financing on its balance sheet, with proceeds used primarily to repay borrowings under current credit facilities, fund future loans and investments, and for general corporate purposes.
Offered notes total about $778.1 million across Class A through Class E, with Class A notes of $510,658,000 priced at 1.5% plus 1 Month CME Term SOFR
Notes mature October 18, 2043, with monthly interest payable beginning May 18, 2026
Notes are limited recourse obligations, payable solely from cash flow generated by the portfolio and other company assets
NewPoint Real Estate Capital LLC will act as servicer under the servicing agreement
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
At its 2026 annual meeting on April 16, 2026, Synopsys stockholders approved an Amended and Restated Equity Incentive Plan that makes non-employee directors eligible for awards. Stockholders also elected all ten director nominees, approved an advisory vote on executive pay, and ratified KPMG LLP as auditor, but did not approve a proposal on stockholder right to act by written consent.
Equity Incentive Plan approved: 143,264,153 for, 4,027,288 against, 181,165 abstain, 16,113,486 broker non-votes
Ten directors elected, including Aart J. de Geus, John G. Schwarz and Mercedes Johnson, each with more votes for than against
Written consent proposal not approved: 59,013,869 for and 88,134,590 against
KPMG LLP ratified as auditor for fiscal year ending October 31, 2026, with 150,960,889 for and 12,242,955 against
Celanese Corporation expanded its Board of Directors from nine to 10 members and elected Anne P. Noonan as a director, effective April 20, 2026. The filing describes Ms. Noonan as independent and notes she has not yet been assigned to any Board committee.
Anne P. Noonan elected to the Board effective April 20, 2026; the Board voted April 16, 2026 to increase its size from nine to 10 members
Ms. Noonan will stand for shareholder election at the 2027 Annual Meeting; she has no committee assignments yet
Previously CEO and director of Summit Materials, Inc. (September 2020 to February 2025) and CEO of OMNOVA Solutions Inc. (2016 to 2020)
Veeva Systems said Senior Vice President and General Counsel Josh Faddis intends to retire effective November 1, 2026. He plans to become a part-time advisor to the company at that time, and Veeva will name a successor after his transition. The filing gives no financial figures, so the change does not show a direct effect on results.
Josh Faddis intends to retire as Senior Vice President, General Counsel, effective November 1, 2026.
Faddis intends to transition into a part-time advisor role to Veeva at that time.
Veeva will appoint a successor upon Faddis' transition; no successor is named in the filing.
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.
Enpro said its Senior Vice President and Chief Information Officer, Larisa R. Joiner, will step down from that role on April 23, 2026, as the company searches for a replacement. She is expected to remain an employee at her current salary and benefits until July 31, 2026, to support a smooth handover, and she will be eligible for severance under the company's Senior Officer Severance Plan.
Larisa R. Joiner steps down as SVP and Chief Information Officer on April 23, 2026, by mutual agreement.
Joiner stays on as an employee at her current salary and benefits until July 31, 2026, for a smooth transition.
Severance eligibility follows the Senior Officer Severance Plan; details are in the March 23, 2026 proxy statement.
Zions Bancorporation reported first-quarter 2026 net earnings of $232 million, or $1.56 per diluted share, up from $169 million and $1.13 a year earlier but down from $262 million and $1.76 in the fourth quarter of 2025. The company also said it agreed to acquire the agency lending business of Basis Multifamily Finance I, LLC, subject to required approvals.
Net earnings were $232 million and diluted EPS was $1.56, compared with $169 million and $1.13 in Q1 2025, and $262 million and $1.76 in Q4 2025.
Net interest income rose 6% to $662 million, and net interest margin was 3.27%, compared with 3.10% a year earlier.
Customer-related noninterest income rose 9% to $172 million, while noninterest expense rose 4% to $562 million.
Estimated CET1 capital ratio was 11.5%, compared with 10.8%, and tangible book value per common share was $41.75, up 19%.
At its April 15, 2026 annual meeting, Super Micro Computer stockholders re-elected three Class I directors, approved a non-binding advisory vote on executive pay, ratified BDO USA, P.C. as auditor for fiscal 2026, and approved an amendment that raises the equity plan's share reserve to 118,000,000 shares. The increase of 15,000,000 shares adds potential dilution for existing shareholders, and the plan's grant window runs to April 15, 2036.
Plan amendment adds 15,000,000 newly provided shares, for 118,000,000 total available for awards; Proposal 4 passed with 227,820,618 votes for and 51,703,394 against
Charles Liang, Tally Liu and Sherman Tuan were elected as Class I directors, each serving until the annual meeting after fiscal 2028
BDO USA, P.C. ratified as independent registered public accounting firm for the fiscal year ending June 30, 2026, with 426,001,144 votes for and 4,552,685 against
FMC amended its Fifth Amended and Restated Credit Agreement with Citibank as administrative agent, changing leverage and interest coverage ratio requirements. The amendment adds subsidiary guarantors, grants security interests in certain assets, and sets a maximum secured leverage ratio of 3.50 to 1.00. Because the company's credit facility now carries collateral and tighter covenants, the change adds security for lenders and constrains how FMC can take on liens, debt and asset transfers.
Amendment No. 6 dated April 16, 2026 to the credit agreement originally dated June 17, 2022
Maximum secured leverage ratio of not more than 3.50 to 1.00 as of each fiscal quarter end
Subsidiary guarantors and security interests in certain assets and pledged equity secure the obligations
Filing states the amendment is Exhibit 10.1 and that some schedules and exhibits were omitted
ServisFirst Bancshares reported first-quarter 2026 diluted earnings per share of $1.52 and net income of $83.0 million, up 31% from a year earlier but down 3.8% from $1.58 in the fourth quarter of 2025. Net interest margin widened to 3.53% from 2.92% a year earlier, and the efficiency ratio was 29.80%. Nonperforming assets rose to 1.00% of total assets from 0.40% a year earlier, which the company attributed to a large real-estate secured relationship.
Diluted EPS of $1.52 versus $1.16 in Q1 2025 and $1.58 in Q4 2025; a $1.0 million, or $0.02 per share, BOLI accounting reversal reduced the quarter, and excluding it EPS would have been $1.54
Net interest income of $148.1 million, compared with $123.6 million in Q1 2025 and $146.5 million in Q4 2025
Nonperforming assets were 1.00% of total assets, up from 0.40% in Q1 2025; annualized net charge-offs were 0.25% of average loans
Ending loans of $13.95 billion, up 8.2% from a year earlier; ending deposits of $14.49 billion, up 0.4%
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.
Bank of Hawaii Corporation reported first-quarter 2026 diluted earnings of $1.30 per share and net income of $57.4 million, down from $1.39 and $60.9 million in the fourth quarter of 2025 but up from $0.97 a year earlier. Net interest income rose 3.9% and net interest margin improved to 2.74%, while noninterest expense increased 6.0%, so the sequential earnings decline reflects higher expenses and lower noninterest income.
Diluted EPS of $1.30 versus $1.39 in the linked quarter and $0.97 in the first quarter of 2025
Net income of $57.4 million, down 5.7% from the linked quarter
Net interest margin rose 13 basis points to 2.74%; net interest income was $151.0 million
Quarterly dividend of $0.70 per common share payable June 12, 2026; $15.1 million of share repurchases in the quarter
Bristow Group announced that Alan Corbett, Chief Operating Officer, Government Services, intends to retire at the end of 2026, and he will remain in the role until a successor is appointed. The company has begun a global search for a successor, and the retirement date and successor will be confirmed later.
Alan Corbett, Chief Operating Officer, Government Services, plans to retire at the end of this year (2026).
Corbett has served in the role since February 2023 and joined the company in 2014.
Corbett will continue in his role during an orderly transition, and an international executive search firm is assisting the search.
The filing does not name a successor or confirm a final retirement date.
Astec Industries said Chad Hartley will join as Group President – Infrastructure Solutions on May 11, 2026, replacing Barend Snyman, who is no longer employed by the company as of April 20, 2026. Hartley most recently served as President, Conveyance Solutions at Regal Rexnord. The filing does not give a reason for Snyman's departure, and the change is a leadership update for one business segment.
Chad Hartley joins as Group President – Infrastructure Solutions effective May 11, 2026, and will be a member of the Executive Leadership Team.
Hartley most recently served as President, Conveyance Solutions at Regal Rexnord.
Barend Snyman, former Group President – Infrastructure Solutions, is no longer employed as of April 20, 2026, and will receive payments under Section 4.2 of the Executive and Key Employee Severance Plan.
On April 17, 2026, Acadia Realty Trust and its operating partnership entered a Fourth Amended and Restated Credit Agreement with Bank of America as administrative agent. The facility extends the $525.0 million revolving credit facility to April 17, 2030 and restructures term loans, including a new $137.5 million term loan and an increase of an existing term loan to $512.5 million, with a maturity of April 17, 2031. The filing states the company's credit facilities now carry extended maturities and an accordion feature allowing capacity up to $2.0 billion, subject to customary conditions.
Revolving facility of $525.0 million extended from April 15, 2028 to April 17, 2030, with two six-month extension options
New Term Loan A-3 of $137.5 million maturing April 17, 2031; existing term loan increased from $400.0 million to $512.5 million with the same maturity
Term Loan A-2 of $250.0 million maturing May 29, 2030 carried over from the existing facility
Facility includes an accordion feature to increase capacity up to $2.0 billion at the Operating Partnership's option
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.
Cleveland-Cliffs reported first-quarter 2026 results on April 20, 2026, with revenue of $4.9 billion and a GAAP net loss of $229 million, or $0.42 per diluted share. Both figures improved from the first quarter of 2025, but the company still posted a loss and cited an $80 million one-time energy cost from cold weather. The company maintained its previously guided full-year 2026 outlook.
Revenue of $4.9 billion, up from $4.6 billion in Q1 2025 and $4.3 billion in Q4 2025
GAAP net loss of $229 million, or $0.42 per diluted share, versus $486 million, or $1.01 per share, in Q1 2025
Adjusted EBITDA of $95 million, including an $80 million negative one-time energy cost impact; Q1 2025 was a loss of $179 million
Full-year 2026 outlook maintained, including steel shipments of 16.5-17.0 million net tons and capital expenditures of approximately $700 million
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.