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).
Equus Total Return reported net assets of $20.9 million, or $1.50 per share, as of March 31, 2026, up from $16.6 million, or $1.19 per share, at December 31, 2025. The increase was driven mainly by a $5.0 million rise in the fair value of its Morgan E&P holding, partly offset by a $0.5 million decline in its CitroTech holdings. Net asset value per share remains below the $2.52 reported at March 31, 2025.
Net assets rose to $20.9 million at March 31, 2026, from $16.6 million at December 31, 2025.
Net asset value per share rose to $1.50 from $1.19 over the same period.
Morgan E&P, Inc. holding increased $5.0 million in value on significantly higher short and long-term crude oil prices.
CitroTech holdings fell $0.5 million to $6.3 million; the company sold 92,581 CITR shares during the quarter.
Copart reported results for the third quarter of fiscal 2026, ended April 30, 2026. Revenue rose 2.1% to $1.2 billion and diluted earnings per share rose to $0.43 from $0.42, but net income attributable to Copart fell $4.2 million to $402.4 million. For shareholders, the quarter shows higher sales and per-share earnings, while lower net income and a 0.2% nine-month revenue decline are the less favorable results.
Q3 revenue was $1.2 billion, up $25.4 million, or 2.1%, from the same period last year.
Net income attributable to Copart was $402.4 million, down $4.2 million, or 1.0%.
Diluted EPS was $0.43 versus $0.42 a year earlier, an increase of 2.4%.
For the nine months, revenue was $3.5 billion, down 0.2%, and the company repurchased $1.6 billion of common stock.
Flowers Foods reported first-quarter 2026 results for the 16 weeks ended April 25, 2026. Net sales rose 1.1% to $1.572 billion, but net income fell 20.6% to $42.1 million, and the company reset its annual dividend rate to $0.50 per share while reaffirming its 2026 adjusted EPS outlook of $0.80 to $0.90.
Net sales rose 1.1% to $1.572 billion, helped by the Simple Mills acquisition and pricing/mix, while volume fell 3.3%.
Net income fell 20.6% to $42.1 million; adjusted diluted EPS fell to $0.29 from $0.35.
Quarterly dividend of $0.1250 per share, payable June 26, 2026, to shareholders of record June 12, 2026.
Fiscal 2026 guidance was reaffirmed, including adjusted diluted EPS of approximately $0.80 to $0.90.
Take-Two reported fourth quarter and fiscal 2026 results for the period ended March 31, 2026. GAAP net revenue rose in the quarter and for the full year, and the fiscal 2026 net loss narrowed to $298.2 million from $4.48 billion, a year that included a $3,545.2 million goodwill impairment. The initial fiscal 2027 outlook projects net bookings of $8.0 to $8.2 billion and GAAP net revenue of $7.9 to $8.1 billion, though the company expects a net loss of $(42) to $(27) million in the June 2026 quarter.
Fourth quarter net bookings were $1.58 billion, flat year over year and above the company's guidance range; GAAP net revenue was $1.68 billion versus $1.58 billion a year earlier.
Fourth quarter GAAP net loss was $59.5 million, or $0.32 per share, versus $3,726.2 million, or $21.08 per share, a year earlier.
Fiscal 2026 net bookings grew 19% to $6.72 billion; GAAP net loss was $298.2 million, or $1.62 per share, versus $4.48 billion, or $25.58 per share.
Fiscal 2027 outlook includes net bookings of $8.0 to $8.2 billion and diluted net income per share of $0.55 to $0.75; Grand Theft Auto VI is scheduled for November 19, 2026.
Deckers reported fiscal 2026 net sales up 9.8% to $5.472 billion and diluted EPS up 11% to $7.02, and guided fiscal 2027 diluted EPS to $7.30 to $7.45. The board also raised the share repurchase authorization by $3.5 billion, bringing the total to approximately $5 billion, and the company gave a multi-year framework through fiscal 2030.
Fiscal 2026 net sales rose 9.8% to $5.472 billion; diluted EPS rose to $7.02 from $6.33.
Fourth-quarter net sales rose 9.6% to $1.119 billion, but diluted EPS was $0.96 versus $1.00 a year earlier.
Fiscal 2027 outlook: net sales of $5.86 billion to $5.91 billion and diluted EPS of $7.30 to $7.45.
Repurchase authorization increased by $3.5 billion to approximately $5 billion; the company had no outstanding borrowings at March 31, 2026.
Workday reported fiscal 2027 first-quarter total revenue of $2.542 billion, up 13.5%, and GAAP diluted earnings of $0.87 per share, up from $0.25 a year earlier, when restructuring expenses of $166 million weighed on results. The company reiterated its fiscal 2027 subscription revenue outlook of $9.925 billion to $9.950 billion and raised its non-GAAP operating margin guidance to 30.5%, which matters to shareholders because it signals higher expected profitability for the full year.
Total revenues were $2.542 billion, up 13.5%; subscription revenues were $2.354 billion, up 14.3%.
GAAP operating income was $338 million, compared with $39 million a year earlier; non-GAAP operating income was $809 million, or 31.8% of revenues.
Workday repurchased about 12.0 million Class A shares for $1.6 billion in the quarter.
Fiscal 2027 non-GAAP operating margin guidance was raised to 30.5%; second-quarter subscription revenue is guided to $2.455 billion.
Hovnanian reported preliminary fiscal second-quarter 2026 results for the period ended April 30, 2026, with revenue of $667.6 million, down from $686.5 million a year earlier. The company posted a net loss of $0.6 million, compared with net income of $19.7 million in the prior-year quarter, as homebuilding margins fell. It also issued third-quarter guidance, which points to revenue of $650 million to $750 million and adjusted EBITDA of $30 million to $40 million.
Q2 revenue of $667.6 million, versus $686.5 million a year earlier; the company said this was within its guidance range.
Net loss of $0.6 million, or $0.46 per diluted share, versus net income of $19.7 million, or $2.43 per diluted share, a year earlier.
Homebuilding gross margin percentage, after cost of sales interest and land charges, was 10.2%, versus 13.8% a year earlier.
Third-quarter fiscal 2026 guidance: total revenues of $650 million to $750 million and adjusted EBITDA of $30 million to $40 million.
Williams-Sonoma reported first-quarter 2026 results for the period ended May 3, 2026, with net revenues of $1.81 billion, up from $1.73 billion a year earlier, and diluted EPS of $1.93, up from $1.85. Operating margin fell to 16.2% from 16.8%, and the company reiterated its fiscal 2026 guidance, which it says assumes elevated oil prices and tariffs front-loaded in the first half. The results are preliminary until the company files its Form 10-Q.
Net revenues of $1.81 billion vs. $1.73 billion in the first quarter of 2025; comparable brand revenue up 4.8%
Diluted EPS of $1.93 vs. $1.85; operating margin of 16.2% vs. 16.8%
Fiscal 2026 guidance reiterated: net revenue growth of 2.7% to 6.7% and operating margin of 17.5% to 18.1%
Returned $373 million to stockholders in the quarter, including $288 million in stock repurchases
Ralph Lauren reported fourth-quarter and full-year fiscal 2026 results that the company said were ahead of its expectations, with fourth-quarter revenue up 17% to $2.0 billion and reported earnings per diluted share of $2.45, compared with $2.03 a year earlier. The company also gave a preliminary fiscal 2027 outlook calling for constant-currency revenue growth of about 4% to 5% and higher operating margin, and its board approved a 10% increase in the quarterly dividend to $1.00 per share.
Q4 fiscal 2026 reported EPS $2.45 vs $2.03 a year earlier; adjusted EPS $2.80 vs $2.27
Full-year fiscal 2026 revenue rose 15% to $8.1 billion on a reported basis; reported EPS $15.11 vs $11.61
Preliminary fiscal 2027 outlook: constant-currency revenue growth centered around 4% to 5%, operating margin up about 40 to 60 basis points
Quarterly dividend raised 10% to $1.00 per share, payable July 10, 2026 to holders of record on June 26, 2026
Advanced Drainage Systems reported unaudited fourth-quarter and fiscal 2026 results for the period ended March 31, 2026. Fourth-quarter net sales rose 9.9% to $676.8 million, but net income from continuing operations fell 54.1% to $35.2 million, which the company attributed mainly to acquisition-related costs and restructuring expenses. The company also issued fiscal 2027 targets of $3.350 billion to $3.550 billion in net sales and $1.0 billion to $1.050 billion in Adjusted EBITDA, and its board declared a $0.20 per share cash dividend.
Q4 net sales rose $61.0 million, or 9.9%, to $676.8 million; the NDS acquisition contributed $48.8 million, and stormwater sales rose 2% on an organic basis.
Q4 diluted EPS from continuing operations was $0.43, down from $0.99; adjusted EPS rose 3.9% to $1.07.
Fiscal 2027 targets: net sales of $3.350 billion to $3.550 billion and Adjusted EBITDA of $1.0 billion to $1.050 billion, compared with fiscal 2026 net sales of $3,050.4 million.
Board approved a $0.20 per share cash dividend, payable June 15, 2026, to stockholders of record at the close of business on June 1, 2026.
Hemab Therapeutics reported a first quarter 2026 net loss of $22.7 million, or $23.98 per share, up from $15.3 million, or $16.18 per share, a year earlier, as research and development spending rose. The company completed an upsized IPO in May 2026 at $18.00 per share, raising gross proceeds of $346.7 million, and says its cash and the expected net proceeds of about $317.2 million will fund operations into 2029.
Q1 2026 net loss was $22.7 million, or $23.98 per share, versus $15.3 million, or $16.18 per share, in Q1 2025
Research and development expenses rose to $19.5 million from $14.1 million; general and administrative expenses rose to $4.2 million from $2.5 million
Cash, cash equivalents and marketable securities were $163.5 million at March 31, 2026, down from $185.5 million at December 31, 2025
IPO of 19,262,500 shares at $18.00 per share raised gross proceeds of $346.7 million; common stock began trading on Nasdaq as COAG
Hamilton Lane reported fourth-quarter fiscal 2026 GAAP net income attributable to the company of $66.2 million, up 31% from a year earlier, and diluted EPS of $1.57, up 28%. Quarterly total revenues fell 2% to $193.6 million because incentive fees dropped 45%, while full-year revenues rose 6% to $759.0 million and full-year net income attributable rose 15% to $249.2 million. The board also raised the stock repurchase authorization to $100 million and the company declared a $0.60 quarterly dividend.
Q4 net income attributable to Hamilton Lane: $66.2 million, up 31%; diluted EPS $1.57, up 28%
Q4 total revenues $193.6 million, down 2%; incentive fees $38.4 million, down 45%
FY2026 total revenues $759.0 million, up 6%; management and advisory fees $584.2 million, up 14%
Board increased stock repurchase authorization to $100 million; quarterly dividend $0.60 payable July 7, 2026
Walmart reported first-quarter fiscal 2027 results for the three months ended April 30, 2026, with revenue of $177.8 billion, up 7.3%, and GAAP diluted earnings per share of $0.67, up from $0.56 a year earlier. The company issued second-quarter guidance calling for adjusted EPS of $0.72 to $0.74 and said its fiscal 2027 outlook is unchanged, which gives shareholders updated near-term expectations.
Revenue $177.8 billion, up 7.3% (5.9% in constant currency); operating income up 5.0% to $7.5 billion, with higher fuel costs in distribution and fulfillment reducing operating income growth by 250 basis points
Adjusted EPS of $0.66 for the quarter, excluding a $0.02 net gain on equity and other investments and $0.01 of business reorganization charges
Q2 guidance: net sales (cc) up 4.0% to 5.0%, operating income (cc) up 7.0% to 10.0%, adjusted EPS $0.72 to $0.74 versus $0.68 in Q2 FY26
Fiscal 2027 guidance unchanged from February 19, 2026, including adjusted EPS of $2.75 to $2.85
Advance Auto Parts reported first-quarter 2026 results for the period ended April 25, 2026, with net sales of $2.6 billion, up slightly from $2.6 billion a year earlier, and comparable store sales up 3.5%. GAAP operating income was $69 million, compared with an operating loss of $131 million a year earlier, and the company reaffirmed its full-year 2026 guidance.
Q1 2026 GAAP diluted EPS was $0.39 versus $0.40 a year earlier; adjusted diluted EPS was $0.77 versus a loss of $(0.22).
Q1 2026 GAAP operating income was $69 million, or 2.6% of net sales, versus an operating loss of $131 million in Q1 2025.
Full-year 2026 guidance was reaffirmed, including adjusted diluted EPS of $2.40 to $3.10 and comparable store sales growth of 1.00% to 2.00%.
The board declared a regular quarterly dividend of $0.25 per share, payable July 24, 2026 to holders of record as of July 10, 2026.
Deere & Company reported second-quarter fiscal 2026 net income of $1.773 billion, or $6.55 per diluted share, down from $1.804 billion, or $6.64 per share, a year earlier, while net sales and revenues rose 5% to $13.369 billion. The company maintained its fiscal 2026 net income forecast of $4.5 billion to $5.0 billion, so shareholders see steady profit guidance alongside a year-over-year profit decline led by Production & Precision Agriculture.
Q2 net income was $1.773 billion ($6.55 per diluted share), down 2% from $1.804 billion ($6.64 per share); six-month net income was $2.429 billion, down 9%.
Production & Precision Agriculture net sales fell 14% to $4.503 billion and operating profit fell 39% to $706 million.
Small Agriculture & Turf net sales rose 16% to $3.485 billion and Construction & Forestry net sales rose 29% to $3.790 billion.
Fiscal 2026 net income is forecast at $4.5 billion to $5.0 billion, which the company said it maintained; the prior-year period included a $272 million IEEPA tariff refund recovery.
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.