1,270 material Form 8-K filings that 968 companies we cover made with the SEC in May 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).
American Airlines, Inc. and parent American Airlines Group Inc. signed a Twelfth Amendment to their 2015 credit agreement, refinancing existing term loans in full with $1,146.8 million of new term loans and adding $703.2 million of incremental term loans. The new loans carry a higher spread than the SOFR-based or base-rate options specified in the filing and mature on May 29, 2033, so the airline's total term debt under this facility increases, which shareholders should weigh against the longer maturity.
Refinancing term loans: $1,146.8 million, replacing existing term loans in full
Incremental term loans: $703.2 million, bringing total 2026 term loans to about $1.85 billion
Interest: base rate plus 2.00% margin, or three-month SOFR plus 3.00% margin, both with 0.00% floors
Maturity May 29, 2033; annual repayments of 1.00% starting on the first anniversary
Cencora appointed Eva C. Boratto, currently CFO of Bath & Body Works, as Executive Vice President and Chief Financial Officer, effective June 29, 2026, succeeding James F. Cleary, who is retiring and will advise through the end of 2026. The company also reaffirmed its fiscal 2026 adjusted diluted EPS guidance of $17.70 to $17.90 and its long-term growth targets.
Eva C. Boratto succeeds James F. Cleary as CFO, effective June 29, 2026; Cleary serves in an advisory role through the end of 2026
Boratto's compensation includes a $1,000,000 base salary, a 100% annual bonus target, a $2,000,000 one-time sign-on bonus, and a $6,000,000 restricted stock unit award
Fiscal 2026 adjusted diluted EPS guidance of $17.70 to $17.90 was reaffirmed; it was previously updated on May 21, 2026 from $17.65 to $17.90 after share repurchases
Seacoast Banking Corporation of Florida disclosed that director H. Gilbert Culbreth Jr. notified the company on May 27, 2026, of his decision to resign from its Board of Directors, effective June 15, 2026. He will remain on the board of its principal operating subsidiary, Seacoast National Bank, and the company said the resignation was for personal reasons and not due to any disagreement.
Resignation notified May 27, 2026; effective June 15, 2026
Culbreth was appointed to the Company's Board in 2008 and sat on the compensation and governance committee
Culbreth will remain on the board of Seacoast National Bank
Company states the resignation was for personal reasons and not a result of any disagreement
Encore Capital Group issued €325.0 million of senior secured floating rate notes due July 15, 2033, under an indenture dated May 28, 2026. The notes are secured by substantially all of the company's and guarantors' assets and bear interest at three-month EURIBOR (0% floor) plus 3.250% per annum. The filing describes new debt financing and does not report any use of proceeds or effect on earnings.
Principal: €325.0 million aggregate principal amount, issued May 28, 2026
Interest: three-month EURIBOR (0% floor) plus 3.250% per annum, reset quarterly
First interest payment July 15, 2026; maturity July 15, 2033
Trustee GLAS Trust Company LLC; security agent Truist Bank; secured by substantially all company and guarantor assets
ScanSource notified Rachel Hayden, its Senior Executive Vice President and Chief Information Officer, on May 22, 2026 that her role will be eliminated effective June 8, 2026. She is entitled to severance under the company's Executive Severance Plan and is subject to restrictive covenants in that plan, and the filing gives no replacement or financial figures.
Role of Senior Executive Vice President and Chief Information Officer eliminated effective June 8, 2026
Company notified Rachel Hayden on May 22, 2026
Hayden entitled to severance under the Executive Severance Plan, with non-compete and non-solicitation terms
Filing does not state a severance amount or a successor
Navient Corporation completed a public offering of $500 million in aggregate principal amount of 9.375% senior notes due 2031 on May 29, 2026. The notes were issued under a 2014 base indenture as supplemented, with The Bank of New York Mellon as trustee, and add $500 million of new direct debt for shareholders to weigh.
Offering size: $500 million aggregate principal amount of 9.375% senior notes due 2031, completed May 29, 2026
Underwriting agreement dated May 26, 2026, with BofA Securities, Barclays Capital, J.P. Morgan Securities and RBC Capital Markets as representatives of the underwriters
Notes issued under a base indenture dated July 18, 2014, amended by a seventeenth supplemental indenture dated May 29, 2026, with The Bank of New York Mellon as trustee
Offering made under a Form S-3 shelf registration filed May 2, 2025
On May 27, 2026, a BXP subsidiary agreed to sell three Washington, DC buildings on Sumner Square for a gross price of $63 million, as part of the asset sales plan from its September 2025 Investor Day. Because the property's carrying value exceeds expected net proceeds, BXP will record a non-cash impairment loss of approximately $18 million in the second quarter of 2026, which the company expects to cut earnings per diluted share by about $0.10 but not affect Funds from Operations. The sale is not assured to close on current terms.
Gross purchase price of $63 million for the Sumner Square leasehold and three buildings in Washington, DC
Non-cash impairment loss of approximately $18 million at BXP, Inc. and $17 million at BPLP, recorded in Q2 2026
Expected reduction of about $0.10 per diluted share/unit to net income for Q2 and full-year 2026; no impact on Funds from Operations
Buyer paid a non-refundable cash deposit of approximately $6 million, to be credited at closing
Three directors, Patricia L. Moss, David L. Jahnke and Stephen M. Lacy, were deemed to have retired on May 27, 2026, under the company's director retirement age policy of 72, and the board was reduced from 14 to 11 seats. Shareholders also approved a charter amendment, effective May 28, 2026, that applies a plurality voting standard to contested director elections while keeping majority voting for uncontested elections.
Moss, Jahnke and Lacy were deemed retired and resigned from the board on May 27, 2026, before the 2026 annual meeting; the company said none of the retirements involved a disagreement with the company.
Board size was reduced from 14 to 11 directors, with each class reduced to avoid vacancies.
Shareholders approved the charter amendment: 72,701,511 for and 1,281,015 against; it took effect with a filing on May 28, 2026.
Shareholders voted on the auditor: Ernst & Young LLP was ratified for fiscal 2026 with 79,488,279 votes for and 233,150 against.
On May 29, 2026, KKR & Co. Inc. disclosed that KKR Management LLP elected 11 named individuals to its Board of Directors under Section 3.02 of the company's bylaws. Each was already serving as a director at the time of election, so the filing describes a formal confirmation rather than a change in board membership.
Election date: May 29, 2026, by KKR Management LLP under Section 3.02 of the Amended and Restated Bylaws
Directors named include Henry R. Kravis, George R. Roberts, Joseph Y. Bae, Scott C. Nuttall and Patricia F. Russo
Non-employee directors continue to receive compensation under the existing program described in the 2025 Form 10-K
The filing does not report any shareholder vote results under Item 5.07
Xylem completed a $1 billion public offering of two series of senior unsecured notes on May 29, 2026. The company plans to use the 2033 notes' proceeds to repay its $500 million 3.250% notes due November 1, 2026, and the 2036 proceeds to fund eligible blue projects, which adds debt that shareholders will need to see serviced.
$500 million of 5.200% Senior Notes due June 1, 2033
$500 million of 5.450% Senior Blue Notes due June 1, 2036
Proceeds from the 2033 notes intended to repay $500 million of 3.250% notes maturing November 1, 2026
Interest payable semiannually on June 1 and December 1, starting December 1, 2026
LyondellBasell subsidiaries amended the structured accounts receivables facility, effective June 26, 2026. The amendment extends the facility's term to June 25, 2027 and reduces the maximum amount available from $900 million to $700 million. The filing says no receivable purchases or letters of credit were outstanding as of May 29, 2026.
Maximum amount available cut from $900 million to $700 million
Facility term extended to June 25, 2027
Amendment effective June 26, 2026; agreement signed May 29, 2026
No trade receivable purchases or letters of credit outstanding as of May 29, 2026
Avis Budget Group appointed Tina Goldenberg as Vice President and Chief Accounting Officer, effective June 15, 2026, succeeding Cathleen DeGenova, who is retiring. DeGenova remains Senior Vice President and Chief Accounting Officer until June 14, 2026, and will advise the company through April 1, 2027. The change is a routine succession in a finance role and does not alter reported results.
Tina Goldenberg, age 42, appointed Vice President and Chief Accounting Officer, effective June 15, 2026
Goldenberg's offer letter sets an annual base salary of $270,000 and a target annual incentive of 45% of base salary
Cathleen DeGenova, who is retiring after 13 years, serves until June 14, 2026 and advises through April 1, 2027
At its May 28, 2026 annual meeting, Ellington Financial stockholders approved the 2026 Equity Incentive Plan, elected directors to terms ending at the 2027 annual meeting, approved executive pay on an advisory basis, and ratified PricewaterhouseCoopers LLP as auditor for 2026. The plan approval adds a new equity award framework that shareholders will be able to review in the filed plan text.
At its May 26, 2026 annual meeting, Exelixis stockholders approved an amended and restated 2017 Equity Incentive Plan, which took effect immediately, and re-elected 11 directors to serve until the 2027 annual meeting. Stockholders also ratified Ernst & Young LLP as auditor and approved the advisory say-on-pay proposal. The votes are routine governance matters that set the terms of equity awards and board composition.
Stockholders approved the 2017 Equity Incentive Plan amendment and restatement on May 26, 2026, effective immediately upon approval.
Ernst & Young LLP was ratified as independent registered public accounting firm for the fiscal year ending January 1, 2027, with 222,343,120 votes for.
Say-on-pay was approved with 163,104,135 votes for and 43,156,553 against.
Maria C. Freire, Ph.D. received 180,367,648 votes for and 26,067,310 against, the largest share of opposition among the 11 directors.
At its May 26, 2026 annual meeting, Silgan stockholders approved an amendment adding 4,000,000 shares to the Second Amended and Restated 2004 Stock Incentive Plan and extending the plan's term to June 30, 2031. Stockholders also re-elected three directors and ratified Ernst & Young LLP as auditor for fiscal 2026, and the filing shows routine governance votes with no change in financial results.
Stockholders approved the plan amendment: 99,176,056 for, 793,665 against, 38,196 abstain.
The amendment adds 4,000,000 shares and raises the per-participant restricted share limit from 900,000 to 1,200,000 over any 36 consecutive months.
Ernst & Young LLP was ratified as auditor for the fiscal year ending December 31, 2026, with 102,474,220 votes for.
Non-binding say-on-pay vote: 96,755,314 for and 3,231,739 against.
At its May 29, 2026 annual meeting, Acadia Pharmaceuticals stockholders elected three Class I directors, approved an advisory vote on executive compensation, ratified Ernst & Young LLC as auditor for 2026, and approved an amendment to the 2024 Equity Incentive Plan. The amendment increases the shares authorized for issuance under the plan by 5,209,670, which expands the pool available for equity awards.
Plan amendment adds 5,209,670 authorized shares; approved with 147,258,860 for and 3,096,136 against.
Directors elected to terms ending at the 2029 annual meeting: James M. Daly (146,927,745 for), Edmund P. Harrigan, M.D. (128,460,130 for), Adora Ndu, Pharm.D., J.D. (134,540,552 for).
Executive pay approved on an advisory basis with 148,265,173 for and 1,911,358 against.
Ernst & Young LLC ratified as independent auditor for the fiscal year ending December 31, 2026, with 157,409,378 for.
Jazz Pharmaceuticals said Class III director Anne O'Riordan told the board on May 25, 2026 that she will not stand for re-election at the 2026 annual meeting of shareholders. The company said her decision was not the result of any dispute or disagreement with the company or the board on its operations, policies or practices, and that the board will continue to evaluate its composition and manage orderly succession.
Anne O'Riordan, a Class III director, informed the board on May 25, 2026 that she will not stand for re-election.
Her term expires at the 2026 annual meeting of shareholders.
The company said the departure was not due to any dispute or disagreement with the company or board.
The filing was signed by Neena Patil, Executive Vice President and Chief Legal Officer, on May 29, 2026.
Buckle reported net income of $46.9 million, or $0.92 per diluted share, for the fiscal quarter ended May 2, 2026, up from $35.2 million, or $0.70 per diluted share, a year earlier. Net sales rose 6.1% to $288.7 million, and comparable store net sales increased 5.1%. Results include $19.1 million in interchange fee litigation settlement proceeds, recorded as a reduction to selling expenses, which shareholders may want to weigh when assessing the quarter's profit.
Net income was $46.9 million, or $0.93 basic and $0.92 diluted per share, versus $35.2 million, or $0.70 per share, in the prior-year quarter.
Net sales increased 6.1% to $288.7 million; online sales rose 2.8% to $47.7 million.
The company received $19.1 million, net of legal fees, from a final interchange fee litigation settlement, recorded as a reduction to selling expenses.
Store count was 442 at the end of the quarter, up from 439 a year earlier.
Otter Tail's subsidiaries agreed on May 28, 2026 to settle antitrust claims from two of three putative classes in the PVC Pipe Antitrust Litigation, with total payments of $73.5 million. The company says it does not admit wrongdoing and expects to fund the payments from available cash, which it says is not expected to have a material adverse effect on its financial position or liquidity. Claims from the End-User Class remain pending, and the settlements require court approval.
Settlements with the Direct Purchaser Class ($39.5 million) and Non-Converter Seller Purchaser Class ($34.0 million) were signed May 28, 2026.
Payments will be made by subsidiaries Northern Pipe Products, Inc. and Vinyltech Corporation, about 21 days after preliminary court approval.
Claims by the End-User Class remain pending in the Northern District of Illinois.
The company says the settlements are not expected to have a material adverse effect on its financial position or liquidity.
At its May 26, 2026 annual meeting, First Financial Bancorp shareholders approved a 2026 Stock Plan that reserves 3.85 million common shares for equity awards to directors, executive officers and other eligible participants. Shareholders also elected all ten director nominees to one-year terms ending in 2027, ratified Crowe LLP as auditor for 2026, and approved the advisory say-on-pay vote.
The 2026 Stock Plan reserves 3.85 million shares of common stock and expires May 26, 2036.
All ten director nominees were elected, including Anne L. Arvia and Dawn C. Morris, with terms ending in 2027.
Shareholders ratified Crowe LLP as the independent registered accounting firm for the fiscal year ending December 31, 2026, with 93,734,321 votes for.
Shareholders approved the advisory vote on executive compensation with 82,796,507 votes for and 1,198,027 against.
On May 28, 2026, Tyler Technologies entered into an amended and restated unsecured revolving credit agreement of up to $1 billion, maturing May 28, 2031, with Wells Fargo Bank as administrative agent. The new facility replaces the company's existing $700 million credit agreement from September 2024, which was scheduled to mature in September 2029, and Tyler had no borrowings outstanding under either facility at closing.
Revolving credit facility of up to $1 billion, unsecured, maturing May 28, 2031, replacing the $700 million facility dated September 25, 2024
No borrowings were outstanding under either the new or the 2024 credit agreement at closing
Uncommitted accordion allows an increase of up to the greater of $525 million or 100% of prior four-quarter EBITDA, plus additional debt up to a 3.25 to 1.00 total net leverage ratio
Loan pricing ranges from SOFR plus 1.125% to 1.75% or prime plus 0.125% to 0.75%, based on total net leverage; the commitment fee is initially 0.125%
Chevron said its Chief Legal Officer, R. Hewitt Pate, notified the board on May 27, 2026 that he will resign effective December 31, 2026, ahead of his expected retirement in June 2027. Pate will stay on as a non-executive senior advisor through retirement to help transition his duties, so the change is planned and gradual.
R. Hewitt Pate resigns as Chief Legal Officer, effective December 31, 2026
Notice to the board was given on May 27, 2026
Expected retirement in June 2027; Pate remains as non-executive senior advisor until then
Apogee Enterprises disclosed that Brent C. Jewell resigned as President of its Architectural Glass Segment on May 26, 2026, with his last day set for June 10, 2026. The company says the resignation is unrelated to the transaction it announced on May 28, 2026, and was not due to any disagreement with the company; Jewell will support transition and integration work for that transaction until his departure.
Brent C. Jewell resigned as President of the Architectural Glass Segment on May 26, 2026.
His last day with the company will be June 10, 2026.
The company states the resignation is unrelated to the transaction announced May 28, 2026, and involved no disagreement on operations, policies or practices.
Jewell is expected to assist with transition, pre-closing and integration activities for that transaction through his final day.
CoStar Group agreed on May 28, 2026, through a subsidiary, to buy Zonda, a provider of new home construction data, homebuilder software and new home marketplaces, for $800 million in cash. The deal is expected to close in the second half of 2026, subject to regulatory approvals, and CoStar expects it to be accretive to adjusted EPS in the first full year of ownership.
Purchase price is $800 million in cash at closing, paid by a CoStar subsidiary under a Stock Purchase Agreement dated May 28, 2026
Closing is not subject to CoStar stockholder approval or a financing condition; it requires HSR and certain foreign regulatory clearances
Either party may terminate if the deal is not completed by May 28, 2027, subject to extension in certain circumstances
Zonda serves more than 3,000 customers and reports 104% net customer retention; the company expects the deal to be accretive to adjusted EPS in the first full year
Ashland Inc. signed a Second Amended and Restated Credit Agreement on May 28, 2026, providing a $500 million five-year unsecured revolving credit facility that the company and its Swiss subsidiary can draw on for working capital and general corporate purposes. The filing says the agreement amends and restates Ashland's July 22, 2022 credit agreement, and it sets the initial borrowing spread and commitment fee at levels that move with the company's leverage ratio.
Revolving facility of $500 million over five years, including a $125 million letter of credit sublimit
Initial interest margin of Term SOFR or EURIBOR plus 1.375%, moving between 1.250% and 1.750% based on the Consolidated Net Leverage Ratio
Initial unused commitment fee of 0.175% per annum, moving between 0.125% and 0.275%
Agreement replaces the Amended and Restated Credit Agreement dated July 22, 2022; facility may be prepaid without premium
At its May 26, 2026 annual meeting, Customers Bancorp shareholders approved an amendment raising the share authorization under the 2019 Stock Incentive Plan by 750,000 shares, from 3,320,325 to 4,070,325, and raising the limit on non-employee director compensation under the plan. The filing also reports the election of three Class III directors and the results of the say-on-pay and plan votes, with the plan amendment drawing 8,530,617 votes against.
Authorized shares under the 2019 Stock Incentive Plan rose by 750,000, from 3,320,325 to 4,070,325.
Plan amendment vote: 19,725,308 for, 8,530,617 against, 271,068 abstentions, 2,052,252 broker non-votes.
Advisory say-on-pay vote: 19,160,697 for, 9,059,302 against, 306,994 abstentions.
Susan D. Looney, Dalton T. Sirmans and Steven J. Zuckerman were elected as Class III directors; Deloitte & Touche LLP was ratified for fiscal 2026.
Kennametal completed a $300 million sale of 5.800% senior notes due May 28, 2036, with net proceeds of about $295.9 million. The company plans to use the proceeds to fund its concurrent tender offer for its 4.625% senior notes due 2028, with any excess used for general corporate purposes.
Notes: $300,000,000 aggregate principal, 5.800% coupon, due May 28, 2036
Estimated net proceeds of approximately $295,932,716 after underwriters' discount and offering expenses
Proceeds earmarked to buy 2028 Notes tendered in a concurrent tender offer; excess may repay other debt
Underwriters include BofA Securities, BNP Paribas Securities and PNC Capital Markets, under an agreement dated May 19, 2026
PBF Energy's subsidiary PBF Holding issued $500.0 million of 7.250% senior unsecured notes due June 1, 2034, netting about $492.7 million after discounts and expenses. The company plans to use the proceeds and available cash to fully redeem its outstanding 6.00% senior notes due 2028, which refinances existing debt and adds $500.0 million of new long-term borrowing.
Notes: $500.0 million principal, 7.250%, due June 1, 2034; interest paid semi-annually from December 1, 2026
Net proceeds of approximately $492.7 million after initial purchasers' discount and offering expenses
Proceeds and available cash to fund full redemption of 6.00% senior unsecured notes due 2028
Indenture includes limits on additional debt, dividends and share repurchases, asset sales and affiliate transactions
On May 27, 2026, ADT subsidiaries borrowed $100 million of additional first lien term A loans under an existing credit agreement with Fifth Third Bank as administrative agent, bringing term A loans outstanding to about $422,969,000. The same day, shareholders re-elected three directors, approved executive compensation on an advisory basis, and ratified PricewaterhouseCoopers LLP as auditor, after two Apollo-designated directors withdrew following Apollo's sale of all its ADT common stock.
$100 million of incremental first lien term A loans incurred May 27, 2026; about $422,969,000 outstanding after the add-on
Proceeds will be used for general corporate purposes
Thomas Gartland, Danielle Tiedt and Sigal Zarmi re-elected; Apollo designees Nicole Bonsignore and Reed B. Rayman withdrawn as nominees
Shareholders approved executive compensation and ratified PricewaterhouseCoopers LLP for fiscal year ending December 31, 2026
At its May 21, 2026 annual meeting, Harley-Davidson shareholders elected eight directors, approved an amendment that increases the shares authorized under the 2020 Incentive Stock Plan to a total of 12,200,000, and ratified Ernst & Young LLP as auditor for 2026. A shareholder proposal on a climate transition plan failed, with 15,168,872 votes for and 55,305,212 against, so the company's shareholders did not adopt it.
Incentive Stock Plan amendment passed with 66,926,011 votes for and 3,875,568 against, raising the authorized total to 12,200,000 shares.
Climate transition plan proposal received 15,168,872 votes for and 55,305,212 against.
Advisory say-on-pay vote: 61,057,442 for and 9,796,616 against.
Ernst & Young LLP ratified as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 83,047,856 votes for.
Intuitive said Taylor Patton, Global Senior Vice President of its endoluminal business, will become Chief Commercial and Marketing Officer effective July 1, 2026, succeeding Henry Charlton. Charlton will move to Senior Vice President of Global Business Operations on the same date. The filing does not include any financial figures, so the change is a leadership transition with no stated effect on results.
Taylor Patton succeeds Henry Charlton as Chief Commercial and Marketing Officer, effective July 1, 2026
Patton has spent nearly two decades with Intuitive and led the worldwide launch and growth of the Ion platform
Charlton, with the company since 2003, becomes Senior Vice President of Global Business Operations
The announcement was made in a press release dated May 28, 2026 (Exhibit 99.1)
Woodward entered a Third Amended and Restated Credit Agreement that keeps up to $1 billion of revolving commitments and extends their termination date from October 21, 2027 to May 28, 2031. On the same day it also entered a $250 million term loan maturing May 28, 2031, and borrowed $413 million under the revolver and the full $250 million under the term loan. Shareholders should note the higher borrowing, which carries a maximum leverage ratio covenant and default acceleration terms.
Revolving commitments of up to $1 billion extended from October 21, 2027 to May 28, 2031
$413 million revolver borrowing on May 28, 2026, used with cash on hand to repay the existing revolving credit agreement and pay fees
$250 million term loan borrowed May 28, 2026, for working capital and general corporate purposes, maturing May 28, 2031
Loans bear interest at adjusted term SOFR plus 0.875% to 1.75%, and both agreements include a maximum leverage ratio covenant
UGI Corporation said its General Counsel and Chief Legal Officer, Kathleen Shea Ballay, intends to resign effective July 3, 2026. Internal members of the legal team will assume her duties until a successor is named, and the filing does not name a replacement.
Kathleen Shea Ballay, General Counsel and Chief Legal Officer, intends to resign effective July 3, 2026.
Internal members of the legal team will take over her duties until a successor is named.
The filing does not name a successor or give the reason for the resignation.
Hershey said Mitchell Arends will become Senior Vice President and Chief Supply Chain Officer effective June 22, 2026, succeeding Jason Reiman, who is retiring after a 30-year career with the company. Reiman steps down from his current role on June 22, 2026, and will stay on as Senior Vice President, Supply Chain Modernization through the transition, which the press release says runs through April 2027. The change is a planned leadership transition in a function that oversees manufacturing, procurement, logistics and planning.
Mitchell Arends joins from UTZ Brands, where he was Executive Vice President and Chief Integrated Supply Chain Officer over a $1.5 billion business
Arends previously served as Chief Supply Chain Officer of North America at Kraft Heinz, responsible for a $22 billion supply chain
Reiman steps down from his current role on June 22, 2026 and remains with the company through April 2027 to support the transition
Hershey's 8-K filing and press release are dated May 28, 2026
ePlus reported fourth-quarter fiscal 2026 net sales of $576.2 million, up 20.6%, and diluted earnings per share from continuing operations of $0.78, up 52.9%. Full-year net sales rose 22.1% to $2,442.5 million, and the company initiated fiscal 2027 guidance for mid-single-digit percentage growth in net sales, gross profit and adjusted EBITDA. The board also declared a quarterly dividend of $0.27 per share, an 8% increase, while gross margin fell to 24.6% from 26.5% in the fourth quarter.
Q4 net sales $576.2 million, up 20.6%; Q4 diluted EPS from continuing operations $0.78 vs. $0.51
Fiscal 2026 net sales $2,442.5 million, up 22.1%; net earnings from continuing operations $124.1 million, up 62.4%
Fiscal 2027 guidance: mid-single-digit percentage growth for net sales, gross profit and adjusted EBITDA
Quarterly dividend of $0.27 per share, payable June 30, 2026, to holders of record as of June 17, 2026
American Eagle Outfitters reported first quarter fiscal 2026 net revenue of $1.2 billion, up 10% from last year, and operating profit of $28 million compared with an operating loss of $85 million a year earlier. The company reiterated its fiscal 2026 operating income guidance of $390 to $410 million, which matters to shareholders because it signals the company expects to hold that full-year target despite continued consumer and macroeconomic uncertainty.
Net revenue of $1.2 billion rose 10%; Aerie comparable sales grew 25% while American Eagle comparable sales fell 2%
Operating profit of $28 million compared with an operating loss of $85 million in the prior-year quarter; the company said it exceeded first quarter guidance
GAAP diluted earnings per share were $0.14, compared with a loss of $(0.36) a year earlier
Fiscal 2026 operating income guidance of $390 to $410 million was reiterated; second quarter operating income outlook is $45 to $50 million
Viasat reported fourth quarter and fiscal 2026 results on May 28, 2026. Q4 revenue rose 2% year over year to $1.2 billion and net income was $59 million, compared with a net loss of $246 million a year earlier, mainly due to a gain on the sale of its Navarino stake. Adjusted EBITDA fell 1% to $370 million, and the company said it will update its fiscal 2027 outlook during the first half of that year.
Q4 FY2026 revenue was $1.2 billion, up 2% year over year.
Q4 FY2026 net income was $59 million, versus a net loss of $246 million in Q4 FY2025.
Q4 FY2026 Adjusted EBITDA was $370 million, down 1% year over year.
Fiscal 2026 revenue was $4.6 billion and the net loss narrowed to $34 million from $575 million; the company will update its fiscal 2027 outlook over the first half of that year.
Etsy filed a Form 8-K reporting entry into a material definitive agreement under Item 1.01: a letter agreement dated May 21, 2026 with eBay Inc., filed as Exhibit 2.1. The filing itself does not describe the agreement's terms, so the financial effect and strategic purpose cannot be assessed from this document alone.
Item 1.01 (Material Definitive Agreement) was disclosed, with the agreement dated May 21, 2026
Counterparty is eBay Inc.; the letter agreement is filed as Exhibit 2.1
The filing does not state the agreement's terms, dollar amounts, or obligations
The report was signed May 28, 2026 by Colin Stretch, Chief Legal Officer
Costco reported third-quarter fiscal 2026 results for the 12 weeks ended May 10, 2026, with net sales up 11.6% to $69.15 billion and net income of $2.19 billion, or $4.93 per diluted share, compared with $4.28 a year earlier. For the first 36 weeks, net income rose to $6.23 billion, or $14.01 per diluted share, from $12.34 a year earlier, so both the quarter and year-to-date profit measures improved.
Third-quarter net sales were $69.15 billion, up from $61.96 billion a year earlier.
Third-quarter net income was $2.19 billion, or $4.93 per diluted share, versus $4.28 last year.
For the first 36 weeks, net sales were $203.37 billion, up 9.6%, and net income was $6.23 billion, or $14.01 per diluted share.
As of the release, Costco operated 931 warehouses, including 639 in the United States and Puerto Rico.
Gap Inc. reported first quarter fiscal 2026 net sales of $3.5 billion, up 1%, and GAAP diluted EPS of $0.90 versus $0.51 a year earlier. Results include a $313 million net gain from a credit card interchange fee litigation settlement and a $50 million charitable contribution; excluding these items, adjusted diluted EPS was $0.38. The company raised its adjusted fiscal 2026 EPS outlook to $2.30 to $2.40 from $2.20 to $2.35, but lowered its net sales growth outlook to 1% to 2% from 2% to 3%.
Net sales of $3.5 billion were up 1%; comparable sales were up 2%, the ninth consecutive quarter of positive comparable sales.
Gross margin was 40.5%, down 130 basis points; merchandise margin was down 100 basis points, including an estimated net tariff impact of about 200 basis points.
Returned $464 million to shareholders in the quarter, including a $200 million accelerated share repurchase and $201 million of open-market repurchases.
Adjusted FY2026 diluted EPS outlook is $2.30 to $2.40, up from $2.20 to $2.35; net sales outlook is 1% to 2%, down from 2% to 3%.
Universal Corporation reported a fourth-quarter fiscal 2026 loss of $1.73 per diluted share, compared with earnings of $0.37 per share a year earlier, after a $41.1 million non-cash goodwill impairment tied to its Shank's operation and higher tobacco inventory write-downs. For the full fiscal year, sales were $2.92 billion, down 1%, while diluted earnings per share fell to $1.30 from $3.78, which shareholders should weigh against the company's stated expectation that its uncommitted tobacco inventories will return to target range in fiscal 2027.
Fourth quarter: operating loss of $15.0 million versus operating income of $42.8 million a year earlier; diluted EPS of $(1.73) versus $0.37
Fiscal 2026: sales and other operating revenue of $2.92 billion, down 1%; diluted EPS of $1.30 versus $3.78; adjusted diluted EPS of $2.64 versus $4.63 (non-GAAP)
Goodwill impairment of $41.1 million for Shank's, and tobacco inventory write-downs of $43.4 million in the Tobacco Operations segment for the year
Uncommitted tobacco inventory was 27% at March 31, 2026, outside the target range; the company expects it to be within range during fiscal 2027
EnerSys announced on May 28, 2026 that it has consolidated its four operating segments into three, effective May 28, 2026, with the new structure applying from the first quarter of fiscal 2027. The company said its consolidated balance sheets, income statements and cash flow statements are not affected, and its first-quarter fiscal 2027 guidance issued May 20, 2026 is unchanged.
Four segments reduced to three: Network & Infrastructure Solutions (NIS), Industrial Mobility Solutions (IMS) and Precision Power Solutions (PPS), effective May 28, 2026
Guidance for the quarter ending June 28, 2026, issued May 20, 2026, is unchanged and not affected by the realignment
Keith D. Fisher, Chad C. Uplinger and Mark E. Matthews take new titles tied to the realignment, including Mark E. Matthews as Chief Technology Officer and President, Precision Power Solutions
Exhibit 99.2 recasts unaudited segment results for eight fiscal quarters, from June 30, 2024 through March 31, 2026
Eagle Materials' Compensation Committee approved long-term incentive equity awards to a group of officers, including its named executive officers, effective May 21, 2026, as part of its annual compensation review. The awards combine performance-vesting and time-vesting restricted stock units and stock options, and the performance awards depend on average return on equity over fiscal 2027 through 2029 adjusted for total stockholder return, so the final share count for shareholders is uncertain.
Awards effective May 21, 2026, under the 2023 Equity Incentive Plan; stock options carry an exercise price of $199.13, the closing price on the grant date
Michael R. Haack, President and CEO, has a target equity award value of $6 million; D. Craig Kesler, CFO, $1.4 million
Performance awards vest over a three-year period ending at fiscal 2029 year-end, paying 50% to 200% of target
Time-vesting RSUs and options vest ratably on May 21, 2027, March 31, 2028 and March 31, 2029
Dell reported first-quarter fiscal 2027 revenue of $43.8 billion, up 88% year over year, and diluted EPS of $5.24 versus $1.37 a year earlier. The company raised its full-year FY27 revenue outlook to a $165.0 billion to $169.0 billion range, while gross margin fell to 17.8% from 21.1%.
Net revenue $43.8 billion, up 88%; GAAP diluted EPS $5.24 vs. $1.37; non-GAAP diluted EPS $4.86
FY27 revenue expected $165.0 billion to $169.0 billion, midpoint $167.0 billion, up 47% year over year
Q2 FY27 revenue expected $44.0 billion to $45.0 billion; GAAP diluted EPS expected $4.48 at midpoint
AI-optimized servers revenue $16.1 billion in the quarter; $2.1 billion returned to shareholders
Maximus entered into a Second Amendment to its credit agreement with JPMorgan Chase Bank, N.A., as administrative agent, on May 27, 2026. The amendment provides $325 million of new Tranche B-1 term loans, an increase to the existing term B loans, which the company may use to repay revolving loans, repurchase its capital stock, fund working capital, and pay fees. The added debt increases the company's borrowings, and shareholders will bear the cost of the loans, though the filing does not state how the proceeds will be split among these uses.
New Tranche B-1 Term Loans totaling $325,000,000 added as an increase to existing term B loans
Loans have the same terms as the existing term B loans under the Credit Agreement
Proceeds may repay revolving loans, repurchase capital stock, fund working capital, and pay fees and expenses
Amendment dated May 27, 2026; full text filed as Exhibit 10.1
Autodesk reported first-quarter fiscal 2027 revenue of $1.93 billion, up 18% from a year earlier, with GAAP net income of $491 million compared with $152 million. The company raised its fiscal 2027 guidance and said it will acquire MaintainX, with the acquisition's impact to be added to guidance after closing.
Q1 revenue was $1.93 billion, up 18% as reported and 16% in constant currency; GAAP diluted EPS was $2.32 versus $0.70 a year earlier.
Non-GAAP diluted EPS was $2.99; free cash flow was $876 million, up 58%.
FY27 guidance: revenue $8.155 billion to $8.215 billion; non-GAAP EPS $12.40 to $12.65; the guidance excludes MaintainX.
Restructuring and other exit costs were $30 million, down from $105 million a year earlier.
UiPath reported first-quarter fiscal 2027 revenue of $418 million, up 17% from a year earlier, and GAAP operating income of $28 million compared with a $16 million loss a year earlier. The company also gave second-quarter revenue guidance of $395 million to $400 million and full-year revenue guidance of $1.776 billion to $1.781 billion. Separately, an entity controlled by CEO Daniel Dines adopted a trading plan to sell up to 2,975,000 Class A shares through October 14, 2026.
Revenue of $418 million rose 17% year over year; ARR of $1.901 billion rose 12%.
GAAP operating income was $28 million versus a $16 million loss in the prior-year quarter; GAAP net income was $22.5 million.
Q2 fiscal 2027 revenue guidance is $395 million to $400 million; full-year revenue guidance is $1.776 billion to $1.781 billion.
IceVulcan Investments, controlled by Daniel Dines, may sell up to 2,975,000 Class A shares under a Rule 10b5-1 plan adopted April 15, 2026, running through October 14, 2026.
Autodesk entered a merger agreement to buy MaintainX, a maintenance and operations software company, for approximately $3.575 billion, subject to customary adjustments. The deal is to be funded through cash on hand and debt, and closing requires U.S. antitrust clearance, with August 3, 2026 as the earliest closing date.
Aggregate consideration of approximately $3.575 billion, described in the press release as about $3.6 billion, all cash
Funding through cash on hand and debt, including a new 364-day term loan facility and possible revolving credit borrowings
Earliest closing date August 3, 2026; agreement can be terminated if not closed by November 28, 2026, subject to extensions
MaintainX expects more than $135 million of annualized recurring revenue for calendar year 2026, growth above 50 percent
BorgWarner appointed Stefan Demmerle to a new role as Vice President, President and General Manager of Battery Energy Systems, and Chief Technology Officer, effective July 1, 2026. He previously led BorgWarner PowerDrive Systems and has held a vice president role since 2015, and the filing says his employment terms, including compensation, are otherwise unchanged.
Appointment announced in filing dated May 28, 2026; decision made May 26, 2026
New role effective July 1, 2026: Battery Energy Systems president and general manager, plus Chief Technology Officer
Prior role: Vice President and President and General Manager of BorgWarner PowerDrive Systems since 2015
Filing states no changes to his employment terms or compensatory arrangements beyond the title and responsibilities
At its May 21, 2026 annual meeting, Verizon shareholders elected all nine board nominees, approved the 2026 Long-Term Incentive Plan, and approved executive compensation in an advisory vote. Shareholders also ratified Ernst & Young LLP as auditor for 2026 and defeated two shareholder proposals, on climate-related board oversight and an independent board chair.
Annual meeting held May 21, 2026; 3,456,536,338 shares, or 82.67% of shares outstanding on the March 23, 2026 record date, were present.
Advisory vote on executive compensation approved: 2,403,857,612 for and 355,704,067 against.
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