1,796 material Form 8-K filings that 1,448 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).
Alliance Entertainment reported fiscal third-quarter 2026 results for the quarter ended March 31, 2026, with net revenues of $258.2 million, up 21.1% from a year earlier, and net income of $2.3 million, or $0.05 per diluted share, up 25.0%. Gross margin fell to 12.8% from 13.6%, while nine-month net income rose 78% to $16.6 million. The filing does not include updated guidance, but the headline revenue and profit measures improved for shareholders.
Q3 net revenues were $258.2 million, up 21.1% from $213 million; gross margin was 12.8%, compared with 13.6%.
Q3 net income was $2.3 million, or $0.05 per diluted share, compared with $1.9 million, or $0.04, a year earlier.
Nine-month net revenues were $880.9 million, up 5.0%; nine-month net income was $16.6 million, or $0.32 per diluted share, up 78%.
Q3 Adjusted EBITDA was $5.1 million, up 4.1%; nine-month Adjusted EBITDA was $35.7 million, up 47%.
Infleqtion reported first-quarter 2026 revenue of $9.5 million, up 14% from a year earlier, and raised its 2026 revenue guidance to at least $40 million. The net loss widened to $30.3 million from $6.0 million, though the per-share loss narrowed to $0.26 from $0.41 on a much larger share count after the go-public transaction.
Q1 2026 revenue of $9.5 million, up 14% year over year
GAAP net loss of $30.3 million, or $0.26 per share, versus a net loss of $6.0 million, or $0.41 per share, in Q1 2025
Go-public transaction expenses of $11.5 million and stock-based compensation of $8.3 million were included in GAAP results
Cash, cash equivalents and available-for-sale securities totaled $569 million as of March 31, 2026
Pixelworks reported first-quarter 2026 results, with net income of $80.6 million driven by a $85.2 million gain from discontinued operations tied to the January sale of its Shanghai subsidiary. Revenue was about $446,000, up from zero a year earlier, but the loss from continuing operations widened to $4.6 million from $2.8 million, including $2.0 million of restructuring costs. Shareholders also get a $5 million buyback authorization and cash of about $58 million with no debt.
Net income attributable to Pixelworks was $80.6 million, or $12.69 per basic share, versus a net loss of $7.8 million a year earlier.
Revenue was $446,000 versus zero in Q1 2025; loss from operations was $4.9 million versus $3.1 million.
Restructuring expense was $2.0 million; cash and cash equivalents were $57.8 million at March 31, 2026, with no debt.
The Board authorized a $5 million stock repurchase program on March 30, 2026, beginning May 15, 2026; the company targets cash operating expenses of about $2 million per quarter from Q2.
FGI Industries reported first-quarter 2026 results, with revenue down 8.2% year over year to $30.5 million and a net loss attributable to shareholders of $1.0 million, or $0.50 per diluted share, versus $0.33 a year earlier. The company reaffirmed its fiscal 2026 guidance of $134-141 million in net revenue, so shareholders see weaker first-quarter sales and a wider per-share loss, with no change to the full-year outlook.
Revenue of $30.5 million, down 8.2% from $33.2 million in Q1 2025; sanitaryware revenue fell 20.0% to $16.1 million
Operating loss narrowed to $0.7 million from $1.3 million, mainly from lower selling and distribution costs
Net loss attributable to shareholders was $1.0 million, or $0.50 per diluted share, versus $0.6 million, or $0.33 per share, a year earlier
Fiscal 2026 guidance reaffirmed: net revenue of $134-141 million; cash of $2.7 million and total liquidity of $7.9 million at March 31, 2026
AleAnna reported first quarter 2026 results, with revenue of $9.3 million, up from $644,600 a year earlier, and net income of $3.4 million, compared with a net loss of $3.3 million in the first quarter of 2025. The company said this is its fourth consecutive quarter of positive Adjusted EBITDA and net income, and it reported $31.1 million in cash at March 31, 2026. The results reflect sales from its share of production at the Longanesi field, which the company said ramped up during 2025.
Revenue was $9,343,517 for the quarter ended March 31, 2026, versus $644,600 for the same quarter of 2025.
Net income was $3,399,521, compared with a net loss of $3,339,370 a year earlier.
Adjusted EBITDA, a non-GAAP measure, was $4,279,640, compared with a loss of $3,552,145 in the prior-year quarter.
Cash and cash equivalents were $31,124,907 as of March 31, 2026, versus $31,826,830 at December 31, 2025.
Harte Hanks reported first quarter 2026 results, with revenue of $37.3 million, down 10.3% from $41.6 million a year earlier. The company posted an operating loss of $768 thousand and a net loss of $0.6 million, or $0.08 per share, compared with a net loss of $0.4 million, or $0.05 per share, in the prior-year quarter, so shareholders saw both lower sales and a larger loss.
Q1 2026 revenue was $37.3 million, down 10.3% from $41.6 million in Q1 2025.
Operating loss was $768 thousand, compared with a $40 thousand loss a year earlier.
Net loss was $0.6 million, or $0.08 per basic and diluted share, versus $0.4 million, or $0.05 per share, in Q1 2025.
Cash was $4.5 million at March 31, 2026, with no outstanding debt and $24.3 million of credit line capacity.
Research Solutions reported fiscal third-quarter 2026 results for the quarter ended March 31, 2026. Total revenue fell 4.3% to $12.1 million, while net income rose to $860,000, or $0.03 per diluted share, from $216,000, or $0.01 a year earlier, and annual recurring revenue grew 8.5% to $22.1 million.
Total revenue was $12.1 million, down from $12.7 million, as lower transaction revenue more than offset platform growth.
Net income was $860,000, or $0.03 per diluted share, versus $216,000, or $0.01, in the prior-year quarter.
Annual recurring revenue rose 8.5% to $22.1 million; operating cash flow was $1.0 million, down from $2.9 million.
Adjusted EBITDA rose 14% to $1.6 million; gross margin improved 220 basis points to 51.7%.
Fortress Biotech reported first-quarter 2026 net income attributable to common stockholders of $108.4 million, or $2.82 per diluted share, compared with a net loss of $12.7 million a year earlier. The result was driven mainly by the sale of a Rare Pediatric Disease Priority Review Voucher by subsidiary Cyprium for $205 million gross proceeds, while net revenue rose to $16.0 million from $13.1 million.
Net revenue was $16.0 million for Q1 2026, up from $13.1 million in Q1 2025, with $15.9 million from Journey Medical's dermatology products.
Gain on sale of priority review voucher, net of expenses, was $158.9 million, according to the statement of operations.
Loss from operations narrowed to $7.7 million from $22.3 million a year earlier.
Cash and cash equivalents were $255.8 million at March 31, 2026, up from $79.4 million at December 31, 2025, and the Oaktree loan principal was reduced to $15.0 million.
York Space Systems reported first-quarter 2026 revenue of $116.3 million, up 9% from a year earlier, but its net loss widened to $114.8 million from $11.7 million, driven largely by an $84.7 million stock compensation expense. The company reaffirmed its full-year 2026 revenue guidance of $545 million to $595 million, which matters to shareholders because revenue grew while profitability weakened sharply.
Revenue rose to $116.3 million from $106.3 million, while gross margin fell to 19% from 23%.
Net loss was $114.8 million versus $11.7 million a year earlier; adjusted EBITDA was a loss of $3.6 million versus a $5.5 million profit.
Full-year 2026 revenue guidance of $545 million to $595 million was reaffirmed as of May 14, 2026.
Backlog rose to $642 million from $543 million at December 31, 2025, and cash was $656 million at March 31, 2026.
Idaho Strategic Resources reported record first-quarter 2026 results for the period ended March 31, 2026, in a press release furnished under Item 7.01. Revenue, net income attributable to the company and earnings per share all rose sharply from the year-earlier quarter, though all-in sustaining cost per ounce also increased and the company plans to capitalize a portion of exploration expenses quarterly going forward.
Revenue rose 98.97% to $14,482,286 from $7,278,536 a year earlier.
Net income attributable to the company was $6,387,992, up 297.02% from $1,608,979; EPS was $0.40 versus $0.12.
All-in sustaining cost per ounce rose 30.55% to $1,868.07 from $1,430.90.
The company capitalized approximately $960,713 of core drilling costs at the Golden Chest, compared with $0 in the prior-year period.
SoundThinking reported first-quarter 2026 revenue of $24.2 million, down 15% from $28.3 million a year earlier, and a GAAP net loss of $7.0 million, compared with $1.5 million in the same quarter of 2025. The company reaffirmed its full-year 2026 revenue guidance of $109.0 million to $111.0 million, but the weaker quarter and larger loss show shareholders a slower start to the year.
Revenue was $24.2 million versus $28.3 million; Q1 2025 included about $3.5 million in catch-up revenue from renewing two delayed New York City Police Department contracts.
GAAP net loss was $7.0 million, or $(0.54) per share, compared with $1.5 million, or $(0.12) per share, a year earlier.
Adjusted EBITDA was negative $0.1 million, compared with $4.5 million in the first quarter of 2025.
Full-year 2026 revenue guidance of $109.0 million to $111.0 million was reaffirmed, even without a ShotSpotter contract renewal in Chicago.
Dawson Geophysical reported unaudited first quarter 2026 results, with total revenue up 128% from a year earlier and net income of $7.7 million, or $0.25 per share, versus $0.03 per share a year earlier. The company said high equipment utilization drove the gains, though operating cash flow was negative $0.5 million in the quarter.
Total revenue of $36.7 million for the quarter ended March 31, 2026, up from $16.1 million a year earlier
Net income of $7.7 million, or $0.25 per diluted share, compared with $1.0 million, or $0.03 per share, in Q1 2025
Adjusted EBITDA of $10.9 million, up from $2.3 million; cash used in operating activities was $0.5 million
Cash of $1.4 million at March 31, 2026; working capital of $0.4 million versus a $5 million deficit at December 31, 2025
Sutro Biopharma reported first quarter 2026 results, with revenue of $14.5 million, down from $17.4 million a year earlier, and a net loss of $38.5 million, down from $76.0 million. Net loss per share was $2.94 versus $9.08, and cash, cash equivalents and marketable securities rose to $202.6 million from $141.4 million at December 31, 2025, which the company says supports operations into at least the second quarter of 2028.
Revenue was $14.5 million for the quarter, versus $17.4 million in the first quarter of 2025, principally related to the Astellas collaboration.
Net loss was $38.5 million, or $2.94 per share, versus $76.0 million, or $9.08 per share, a year earlier.
Underwritten offering of 7,868,383 shares at $13.98 per share, with gross proceeds of $110.0 million before underwriting discounts and expenses.
The luvelta program has been closed, with no additional investment planned.
Xos reported first-quarter 2026 revenue of $11.2 million, up from $5.9 million a year earlier, with gross margin rising to 38.6% from 20.6% and the operating loss falling to $4.7 million from $9.3 million. The company maintained its full-year 2026 outlook of $40.0 to $50.0 million in revenue and 350 to 500 units delivered, and its non-GAAP operating loss outlook of $11.9 to $13.3 million.
Q1 2026 revenue was $11.2 million versus $5.9 million in Q1 2025; units delivered were 95 versus 29.
Gross margin was 38.6% versus 20.6%; net loss narrowed to $5.0 million from $10.2 million.
Cash and cash equivalents were $9.8 million at March 31, 2026, down from $14.0 million at December 31, 2025.
2026 outlook was maintained: revenue of $40.0 to $50.0 million and 350 to 500 units.
Cibus reported first-quarter 2026 results, with revenue of $1.7 million, up from $1.0 million a year earlier, and a net loss of $21.2 million, down from $49.4 million. The prior-year loss included a $21.0 million goodwill impairment, and the company also pushed its U.S. Rice launch target from 2028 to 2029.
Revenue was $1.7 million for the quarter ended March 31, 2026, versus $1.0 million a year earlier.
Net loss was $21.2 million, or $0.33 per share, compared with $49.4 million, or $1.34 per share, a year earlier.
The year-earlier period included a $21.0 million goodwill impairment; none was recorded in Q1 2026.
Cash and cash equivalents were $30.3 million at March 31, 2026, which the company expects to fund operations into late in the first quarter of 2027.
Boot Barn reported fiscal fourth-quarter and full-year fiscal 2026 results ended March 28, 2026, with net sales and diluted earnings per share both higher than the prior year. The company also issued fiscal 2027 guidance calling for total sales of $2.578 billion to $2.623 billion and diluted EPS of $8.21 to $8.64, with a first-quarter EPS range of $1.62 to $1.71.
Q4 net sales rose 18.7% to $538.8 million; consolidated same store sales rose 6.1%
Q4 net income was $44.4 million, or $1.45 per diluted share, versus $1.22 a year earlier
Fiscal 2026 net sales were $2.254 billion, up 17.9%; net income was $225.9 million, or $7.35 per diluted share
Fiscal 2027 guidance: sales of $2.578 billion to $2.623 billion and diluted EPS of $8.21 to $8.64; first-quarter EPS guidance of $1.62 to $1.71
Interlink Electronics reported first-quarter 2026 revenue of $3.07 million, up 15.4% from $2.66 million a year earlier, and gross margin rose to 43.5% from 35.6%. The net loss narrowed to $338,000 from $805,000, so headline revenue and profit measures both improved for shareholders. The company also said it recently announced a non-binding letter of intent to acquire an unnamed provider of high-performance manufacturing solutions.
Revenue rose 15.4% to $3.07 million in the quarter ended March 31, 2026, from $2.66 million a year earlier, driven by higher shipments of force-sensing and printed electronics products.
Net loss was $338,000, compared with $805,000 in the first quarter of 2025; diluted loss per share was $(0.02) versus $(0.06).
Gross margin was 43.5%, up from 35.6%, which the company attributed to higher revenue and product mix changes.
The company recently announced a non-binding letter of intent to acquire an established provider of manufacturing solutions; the filing does not name the target or give terms.
Figma reported first-quarter 2026 results on May 14, 2026, with revenue of $333.4 million, up 46% year over year and above its prior first-quarter guidance range. The company raised its full-year 2026 revenue guidance by $55 million, but its GAAP net loss was $142.4 million, compared with net income of $44.9 million a year earlier, so shareholders face a mixed picture of stronger sales and outlook alongside a larger GAAP loss.
Q1 2026 revenue was $333.4 million, up 46% year over year, versus 40% growth in Q4 2025.
Full-year 2026 revenue guidance is $1.422 billion to $1.428 billion, a $55 million raise; non-GAAP operating income guidance is $125.0 million to $135.0 million.
Second-quarter 2026 revenue outlook is $348.0 million to $350.0 million.
GAAP net loss was $142.4 million, or $(0.27) per share, versus net income of $44.9 million in Q1 2025; non-GAAP net income was $56.5 million.
Newsmax reported first-quarter 2026 revenue of $51.7 million, up 14.0% from a year earlier, with broadcast revenue up 20.8% to $43.7 million, driven mainly by affiliate fees and licensing. The net loss narrowed to $2.2 million from $17.2 million, but adjusted EBITDA was a loss of $0.4 million, down $0.8 million from the prior-year quarter. The company reaffirmed its full-year 2026 revenue guidance of $212 million to $216 million.
Total revenue of $51.7 million for the quarter ended March 31, 2026, up 14.0% year over year
Net loss of $2.2 million, compared with a net loss of $17.2 million in the same quarter of 2025
Adjusted EBITDA loss of $0.4 million, a decrease of $0.8 million from the prior-year quarter
Full-year 2026 revenue guidance of $212 million to $216 million reiterated; $129.1 million in cash and short-term investments at quarter end
Aqua Metals reported a first quarter 2026 net loss of $3.95 million, or $1.22 per share, down from $8.32 million, or $10.27 per share, in the first quarter of 2025. The company also said it will not proceed with the non-binding term sheet to acquire Lion Energy, and cash and cash equivalents fell to $6.8 million from $10.8 million at December 31, 2025.
Q1 2026 net loss was $3.95 million ($1.22 per share) versus $8.32 million ($10.27 per share) in Q1 2025.
Total operating expense was $4.14 million versus $8.68 million a year earlier; Q1 2025 included a $5.25 million impairment and loss on disposal.
Cash and cash equivalents were $6.82 million at March 31, 2026, compared with $10.81 million at December 31, 2025.
The company will not pursue the Lion Energy acquisition under the February 11, 2026 term sheet terms and is evaluating alternative structures.
Legacy Education Inc. (NYSE American: LGCY) reported fiscal third-quarter 2026 results for the quarter ended March 31, 2026, with revenue up 15.0% to $21.4 million and net income up 7.5% to $3.0 million. Diluted earnings per share were $0.22, compared with $0.21 a year earlier, and student population rose 9.4% to 3,550, though general and administrative expense grew 33.5%.
Revenue rose 15.0% to $21.4 million from $18.6 million in the same quarter a year earlier.
Net income was $3.0 million, up 7.5%; diluted EPS was $0.22 versus $0.21.
General and administrative expense rose 33.5% to $6.2 million, mainly from marketing, bad debt and professional fees.
Student population increased 9.4% to 3,550 as of March 31, 2026.
Applied Materials reported record second-quarter fiscal 2026 revenue of $7.91 billion, up 11% year over year, and record GAAP diluted EPS of $3.51, up 33%. The company forecast third-quarter revenue of $8.95 billion plus or minus $500 million and non-GAAP diluted EPS of $3.36 plus or minus $0.20, and said it expects its semiconductor equipment business to grow more than 30% in calendar 2026.
Q2 revenue $7.91 billion, up 11%; non-GAAP diluted EPS $2.86, up 20% from $2.39
Non-GAAP free cash flow fell to $210 million from $1.061 billion a year earlier, down 80%
Returned $765 million to shareholders in the quarter: $400 million in buybacks and $365 million in dividends; quarterly dividend raised 15% to $0.53 per share
eGain reported fiscal third-quarter 2026 revenue of $22.5 million, up 7% from a year earlier, and GAAP net income of $2.4 million, or $0.09 per share, compared with $66,000 a year earlier. The company also updated its full fiscal 2026 guidance, with revenue now expected at $90.5 million to $91.0 million, and gave fourth-quarter revenue guidance of $21.5 million to $22.0 million.
Q3 fiscal 2026 total revenue was $22.5 million, up 7% from $21.0 million a year earlier.
GAAP net income was $2.4 million, or $0.09 per share, versus $66,000, or $0.00 per share, in Q3 fiscal 2025.
Adjusted EBITDA was $3.2 million, a 14% margin, compared with $1.2 million, a 6% margin, a year earlier.
Full fiscal 2026 revenue guidance is $90.5 million to $91.0 million; fourth-quarter revenue guidance is $21.5 million to $22.0 million.
Intellinetics reported first-quarter 2026 total revenue of $3.9 million, down 8.0% from a year earlier, as professional services revenue fell 14.3%. The net loss widened to $1.2 million, or $0.27 per share, from $0.7 million, or $0.17 per share, and included about $430,000 in non-recurring CEO transition costs. Management still expects double-digit year-over-year SaaS growth for fiscal 2026.
Total revenue was $3,909,182, down 8.0%; SaaS revenue rose 0.1% to $1.5 million
Net loss of $1,177,853 ($0.27 per share) compared with $727,565 ($0.17 per share) a year earlier
Adjusted EBITDA loss of $287,650 versus an Adjusted EBITDA profit of $76,589 in Q1 2025
Cash was approximately $2.1 million at March 31, 2026; management expects double-digit SaaS growth in 2026
Presurance Holdings reported first quarter 2026 results on May 13, 2026. Net income rose to $2.6 million from $522,000 as loss ratios improved, but gross written premiums fell 29.1% as the company exited commercial lines, and adjusted operating income was a loss of $2.8 million. The filing shows a smaller premium base and a combined ratio of 105.7%, which is still above the 100% level that indicates an underwriting profit.
Net income of $2.6 million, or $0.15 per share, versus $522,000, or $0.04 per share, in the first quarter of 2025
Gross written premiums fell 29.1% to $11.5 million, reflecting the exit from legacy commercial lines
Loss ratio improved to 56.2% from 89.7%; combined ratio was 105.7% versus 140.5%
Adjusted operating loss of $2.8 million, or $0.16 per share, versus a loss of $3.7 million, or $0.30 per share, a year earlier
NETSOL Technologies reported record third-quarter fiscal 2026 total net revenues of $19.8 million, up 13.0% year over year, driven in part by $4.7 million in license fees tied to a four-year, $50 million contract extension. Quarterly GAAP net income attributable to NETSOL fell slightly to $1.3 million, or $0.11 per diluted share, from $1.4 million, or $0.12, a year earlier, and the company reaffirmed its fiscal 2026 revenue guidance of $73 million.
Q3 total net revenues were $19.8 million, up from $17.5 million, including $4.7 million in license fees versus $1,198 a year earlier.
Q3 GAAP net income attributable to NETSOL was $1.3 million, or $0.11 per diluted share, compared with $1.4 million, or $0.12, in the prior-year quarter.
For the nine months ended March 31, 2026, the company reported a GAAP net loss attributable to NETSOL of $0.8 million, or $(0.07) per diluted share, versus net income of $0.3 million, or $0.03, a year earlier.
Fiscal 2026 full-year revenue guidance of $73 million was reaffirmed.
For the fiscal second quarter ended March 31, 2026, Live Ventures reported revenue of $102.9 million, down 3.8% from $107.0 million, and a net loss of $2.4 million, or $0.80 per diluted share, compared with net income of $15.9 million, or $5.05 per diluted share, a year earlier. The prior-year result included a $22.8 million gain on a seller note modification, and this year's results include a non-cash goodwill impairment of about $4.0 million in the Steel Manufacturing segment, which shareholders should weigh against the company's operating improvements in other segments.
Revenue was $102.9 million, compared with $107.0 million in the prior-year quarter, with Retail-Flooring revenue down about $7.2 million.
Operating loss was $2.0 million, compared with operating income of $2.1 million, including the $4.0 million goodwill impairment.
Net loss was $2.4 million, or $0.80 per diluted share, including a $1.4 million Employee Retention Credit gain.
Adjusted EBITDA was $5.9 million, down from $6.4 million a year earlier.
Trio-Tech International reported fiscal third-quarter results for the period ended March 31, 2026. Revenue rose 124% year over year to $16.5 million, and the net loss attributable to common shareholders narrowed to $38 thousand from $495 thousand, while gross margin fell to 16% from 27%.
Q3 revenue was $16.5 million, up from $7.4 million; Semiconductor Back-End Solutions rose to $13.1 million from $5.4 million.
Q3 operating loss was $81 thousand, compared with $343 thousand a year earlier.
Fiscal year-to-date net income attributable to common shareholders was $165 thousand, compared with a net loss of $224 thousand a year earlier.
After the quarter ended, the company raised approximately $10 million in gross proceeds from a registered direct equity offering.
Western New England Bancorp furnished slides for its May 14, 2026 annual shareholders' meeting, which include first-quarter 2026 results. Diluted EPS was $0.24, up from $0.11 in the first quarter of 2025 but down from $0.26 in the fourth quarter of 2025, so shareholders see year-over-year improvement alongside a slight sequential decline.
Diluted EPS was $0.24 in Q1 2026, versus $0.11 in Q1 2025 and $0.26 in Q4 2025.
Return on average assets was 0.71% and return on average equity was 7.77% in Q1 2026, compared with 0.35% and 3.94% in Q1 2025.
Net interest margin rose to 2.95% from 2.49% a year earlier; total loans were $2.2 billion and total deposits $2.4 billion at March 31, 2026.
Book value per share was $12.26 at March 31, 2026, up from $11.44 a year earlier.
Innovative Aerosystems reported fiscal second-quarter 2026 results for the three months ended March 31, 2026, with net sales up 2% to $22.4 million. Net income fell to $3.4 million, or $0.19 per diluted share, from $5.3 million, or $0.30, a year earlier, as operating expenses rose to $6.5 million and one-time acquisition costs were incurred. Net debt rose to $48.3 million and the leverage ratio to 1.7x from 1.4x, as the company spent over $30 million on acquisitions in the first half.
Net sales were $22.4 million, up from $21.9 million a year earlier, while F-16 revenue declined by $7 million.
Net income was $3.4 million, or $0.19 per diluted share, versus $5.3 million, or $0.30, in the prior-year quarter.
Adjusted EBITDA was $6.8 million, down from $7.7 million; net debt was $48.3 million, and the leverage ratio was 1.7x at March 31, 2026.
Backlog was approximately $87.0 million as of March 31, 2026, up $7.4 million from the prior-year period.
Biofrontera reported first quarter 2026 revenue of $10.1 million, up about 17% from a year earlier, with gross margin near 80% after a restructured earnout following its October 2025 strategic transaction with Biofrontera AG. The net loss widened to $4.8 million from $4.2 million, though the loss per share improved to $0.41 from $0.47 on a higher share count, so shareholders get mixed signals on profitability.
Revenue was $10.1 million versus $8.6 million, driven by about 16% growth in Ameluz units sold and a price increase in Q4 2025.
Gross margin was about 80% versus about 62%; SG&A rose to $11.0 million from $8.7 million.
Net loss was $4.8 million, or $0.41 per share, versus $4.2 million, or $0.47 per share; Adjusted EBITDA improved to $(3.6) million from $(4.4) million.
Cash and cash equivalents were $6.3 million at March 31, 2026, with $70 thousand used in operations in the quarter.
Merlin, Inc. reported first-quarter 2026 results, its first report as a public company after its business combination closed on March 16, 2026. Revenue rose to $1.0 million from $0.9 million, but the GAAP net loss widened to $90.4 million from $12.7 million, and the adjusted EBITDA loss grew to $23.3 million from $10.4 million. The company also said a May 1, 2026 equity financing brought cash, cash equivalents, and short-term investments to about $183 million with no debt outstanding.
Total revenue of $1.0 million for Q1 2026, compared with $0.9 million in Q1 2025
GAAP net loss of $90.4 million, compared with $12.7 million; the filing attributes $87.8 million of the loss to a change in fair value of convertible promissory notes
Adjusted EBITDA loss of $23.3 million, compared with $10.4 million in Q1 2025
Cash, cash equivalents, and short-term investments of $122.8 million at March 31, 2026; about $183 million after the May 1, 2026 equity financing
enCore Energy reported first-quarter 2026 results, swinging to net income of $0.03 per share from a $(0.13) per share loss in the same period of 2025. The company credited improved operations and the sale of its New Mexico assets to Verdera, though it delivered fewer pounds of U3O8 into sales contracts than a year earlier. Total liquidity was $84.7 million as of May 8, 2026, including Ur-Energy shares and other marketable securities, excluding Verdera Energy shares.
Net income per share of $0.03 in Q1 2026, versus a $(0.13) loss per share in Q1 2025
Deliveries of 270,000 pounds of U3O8 at an average price of $67.78 per pound, versus 290,000 pounds at $62.89 per pound in Q1 2025
U3O8 extraction rose approximately 22% to 90,000 pounds; extraction costs were $46.43 per pound, versus $45.62 in the 2025 period
Total liquidity of $84.7 million as of May 8, 2026; cash and equivalents of $41.6 million as of March 31, 2026
Chicago Atlantic BDC reported first-quarter 2026 results, with net investment income of $10.0 million, or $0.44 per weighted average share, up from $8.3 million, or $0.36 per share, in the prior quarter. Net asset value per share rose to $13.33 from $13.30, but a $1.4 million net unrealized depreciation on investments reduced the net increase in net assets from operations to $8.5 million.
Total investment income was $16.7 million, compared with $14.2 million in the quarter ended December 31, 2025.
Net increase in net assets from operations was $8.5 million, or $0.37 per share, including $1.4 million of net unrealized depreciation.
The board declared a $0.34 per share dividend for the quarter ending June 30, 2026, payable July 10, 2026 to holders of record on June 26, 2026.
On May 11, 2026, the company filed a shelf registration statement that would allow it to issue up to $500 million of securities once declared effective.
Versant Media Group reported first-quarter 2026 results on May 14, its first quarter as an independent company after its separation from Comcast on January 2, 2026. Revenue fell 1.1% to $1.69 billion, net income fell 22.1% to $286 million, and Adjusted EBITDA fell 7.0% to $704 million, as declines in linear distribution and advertising outweighed growth in Platforms and content licensing. The company also repurchased $100 million of Class A shares in the quarter and plans a $100 million accelerated share repurchase.
Revenue of $1.69 billion, down 1.1% from $1.71 billion; linear distribution fell 7.3% and advertising fell 5.2%
Net income of $286 million versus $367 million a year earlier; diluted EPS of $1.99 versus $2.55
Free Cash Flow of $558 million; $100 million of shares repurchased during the quarter
Second quarterly dividend of $0.375 per share, payable July 22, 2026; planned $100 million accelerated share repurchase starting May 15, 2026
NIQ reported first-quarter 2026 revenue of $1,072.7 million, up 11.1% from a year earlier, with organic constant currency growth of 5.1%. The net loss attributable to NIQ narrowed to $90.1 million from $119.8 million, and the company reaffirmed its full-year 2026 guidance while expanding its 2026 restructuring program.
Q1 2026 revenue $1,072.7 million, up 11.1% as reported and 5.1% organic constant currency; Americas organic constant currency growth 9.3%
Net loss attributable to NIQ $90.1 million vs. $119.8 million a year earlier; diluted loss per share $0.31 vs. $0.49
Adjusted EBITDA $224.8 million, up 19.1%; margin 21.0% vs. 19.5%
Full-year 2026 guidance reaffirmed; 2026 restructuring program expected to yield $70 million to $80 million in additional annualized savings
AIRO Group Holdings reported first quarter 2026 results on May 14, 2026, with revenue of $8.9 million, down from $11.8 million a year earlier, and a net loss of $15.5 million, compared with $2.0 million. The company reiterated its full-year 2026 revenue growth outlook of 15% to 25% and introduced full-year 2026 Adjusted EBITDA guidance in the negative mid- to high-teens dollar range, while also evaluating strategic alternatives for its Training segment. For shareholders, the weaker quarter and projected adjusted loss mean the revenue growth target depends on the drone backlog converting to sales over the next 12 months.
Revenue was $8.9 million versus $11.8 million in Q1 2025; gross margin was 26.6% versus 58.8%.
Net loss was $15.5 million versus $2.0 million; operating loss was $17.2 million versus $3.1 million.
Full-year 2026 revenue growth of 15% to 25% reiterated; new Adjusted EBITDA guidance in the negative mid- to high-teens dollar range.
Drone backlog exceeded $150 million as of April 30, 2026; cash totaled $54.2 million as of March 31, 2026.
Wolverine Worldwide reported first-quarter 2026 revenue of $457.6 million, up 11.0% from $412.3 million a year earlier, and diluted earnings per share of $0.24, up from $0.15. The company raised its fiscal 2026 diluted EPS outlook to $1.39 to $1.54 from $1.31 to $1.46 and kept its revenue outlook unchanged at $1.960 billion to $1.985 billion. For shareholders, the filing shows higher reported earnings and a higher full-year profit forecast.
Q1 2026 revenue was $457.6 million, up 11.0%; Active Group revenue rose 13.7% to $371.6 million.
Diluted EPS was $0.24 versus $0.15; adjusted diluted EPS was $0.25 versus $0.19.
Fiscal 2026 diluted EPS outlook raised to $1.39 to $1.54 from $1.31 to $1.46; revenue outlook unchanged.
Net debt was $519 million at April 4, 2026, down $85 million, or 14.1%, from a year earlier.
YETI reported first quarter 2026 sales up 8% to $380.4 million, while diluted EPS fell 35% to $0.13 from $0.20 and adjusted EPS fell 16% to $0.26, including a $0.09 unfavorable net impact from incremental tariffs. The company raised its 2026 adjusted EPS outlook to $2.83 to $2.89 and increased its share repurchase authorization to $500 million, which matters to shareholders because the earnings forecast rose and buyback capacity expanded even though profit declined in the quarter.
Q1 2026 net sales rose 8% to $380.4 million; wholesale sales rose 19% to $183.6 million, while direct-to-consumer sales were flat at $196.8 million
Diluted EPS fell 35% to $0.13 from $0.20; net income fell 41% to $9.9 million; operating income margin was 3.3%
2026 adjusted EPS outlook raised to $2.83 to $2.89, up from $2.77 to $2.83; sales growth outlook low end raised to 7% to 8%
Board increased share repurchase authorization to $500 million available as of May 14, 2026; outlook includes $100 million in expected 2026 repurchases
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.