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).
Kailera Therapeutics reported a first-quarter 2026 net loss of $78.9 million, up from $18.0 million a year earlier, as research and development expenses rose to $70.9 million from $10.1 million. The company said its cash, cash equivalents and marketable securities of $581.9 million, plus $718.8 million in gross IPO proceeds, will fund operations into mid-2028, and the filing reports no revenue for the period.
Net loss was $78.9 million for the quarter ended March 31, 2026, compared with $18.0 million a year earlier.
R&D expenses were $70.9 million versus $10.1 million, a $60.7 million increase tied to product candidate development and related costs.
General and administrative expenses were $13.8 million versus $10.3 million.
Cash, cash equivalents and marketable securities totaled $581.9 million at March 31, 2026, and are expected to fund operations into mid-2028.
Ooma reported fiscal first-quarter 2027 results for the period ended April 30, 2026, with revenue up 25% year over year to $81.1 million and GAAP net income of $2.6 million, or $0.09 per diluted share, compared with a GAAP net loss of $0.1 million a year earlier. The company also issued revenue and profit ranges for the second quarter and full fiscal 2027, which shareholders can compare with future results.
Total revenue was $81.1 million, up from $65.0 million a year earlier; FluentStream and Phone.com contributed $11.5 million of revenue in the quarter.
Non-GAAP net income was $9.7 million, or $0.35 per diluted share, compared with $5.6 million, or $0.20 per diluted share, a year earlier.
Adjusted EBITDA was $11.8 million, compared with $6.7 million in the prior-year quarter.
For fiscal 2027, Ooma expects total revenue of $326.0 million to $328.5 million and GAAP net income of $10.5 million to $12.0 million.
Transcat reported fiscal fourth quarter 2026 results for the period ended March 28, 2026, with revenue up 15.8% to $89.3 million while net income fell 56.4% to $1.9 million and diluted EPS fell to $0.21 from $0.48. For the full fiscal year, revenue rose 19.2% to $331.9 million, but net income fell 63.0% to $5.4 million, and the company expects high single-digit service organic revenue growth in fiscal 2027.
Q4 fiscal 2026 revenue was $89.3 million, up 15.8%, with service revenue up 18.4% to $61.6 million and distribution revenue up 10.5% to $27.8 million.
Q4 operating income fell 37.6% to $4.3 million, and net income fell to $1.9 million from $4.5 million a year earlier.
Adjusted EBITDA rose 16.0% to $14.8 million in Q4, while total debt was $99.9 million as of March 28, 2026, up from $32.7 million a year earlier.
Management guided to high single-digit service organic revenue growth for fiscal 2027, assuming a stable economic environment.
Semtech reported record first-quarter fiscal 2027 net sales of $291.0 million, up 16% from a year earlier, with GAAP diluted earnings per share of $0.27 versus $0.22 a year earlier. The company also guided second-quarter net sales to $328.0 million, plus or minus $5.0 million, and adjusted diluted earnings per share to $0.61, plus or minus $0.02.
Q1 fiscal 2027 net sales of $291.0 million, up 16% year over year and up 6% from Q4 fiscal 2026
GAAP diluted EPS of $0.27, up from $0.22 a year earlier; adjusted diluted EPS of $0.51, up from $0.38
GAAP operating margin of 8.9%, down from 14.3% a year earlier; adjusted operating margin of 20.4%, up from 19.0%
Q2 fiscal 2027 outlook: net sales of $328.0 million (plus or minus $5.0 million) and adjusted diluted EPS of $0.61 (plus or minus $0.02)
Box reported first quarter fiscal 2027 results for the quarter ended April 30, 2026, with revenue of $305.9 million, up 11% from a year earlier, and GAAP diluted EPS of $0.08 versus $0.02. The company also issued guidance for the second quarter and full fiscal 2027, including full-year revenue of about $1.280 billion and non-GAAP diluted EPS of about $1.56, and it repurchased 4.8 million shares for about $114 million in the quarter.
Revenue $305.9 million, up 11% (10% in constant currency); billings $255.4 million, up 5%
GAAP operating income $27.4 million, or 9.0% of revenue, versus $6.3 million a year earlier
Non-GAAP diluted EPS $0.37 versus $0.30; GAAP diluted EPS $0.08 versus $0.02
Q2 FY27 guidance: revenue about $319 million, up 9%; full-year revenue about $1.280 billion
The Cato Corporation reported first-quarter net income of $9.3 million, or $0.47 per diluted share, versus $3.3 million, or $0.17, a year earlier, with sales of $169.5 million, up 0.7%. Management said the results were significantly helped by an IEEPA tariff refund claim and expects sales to be negatively affected by rising inflation, especially fuel and food prices.
Net income was $9.3 million, or $0.47 per diluted share, for the quarter ended May 2, 2026, compared with $3.3 million, or $0.17, a year earlier.
Sales were $169.5 million, up 0.7%, and same-store sales increased 3%.
A pre-tax $5.7 million tariff refund claim helped lift gross margin to 37.2% of sales from 35.1%.
Management expects sales to be negatively affected by inflation, especially fuel and food prices, and the company operated 1,065 stores as of May 2, 2026.
AutoZone reported third-quarter results for the 12 weeks ended May 9, 2026, with net sales up 8.4% to $4.8 billion and diluted earnings per share of $38.07, compared with $35.36 a year earlier. Operating profit rose 6.6% to $923.8 million, although gross margin fell 57 basis points. Shareholders are affected because sales, operating profit and per-share earnings all grew, and the company repurchased $586.3 million of its stock during the quarter.
Net sales rose 8.4% to $4.8 billion for the 12 weeks ended May 9, 2026.
Diluted EPS was $38.07 versus $35.36; net income was $641.5 million versus $608.4 million.
Domestic same store sales rose 4.1%; international same store sales rose 16.6%, or 1.6% in constant currency.
Gross margin was 52.2%, down 57 basis points, driven by a 77 basis point non-cash LIFO impact.
CSW Industrials reported fiscal fourth-quarter 2026 results for the period ended March 31, 2026, with revenue up 34.0% to a record $309.0 million, driven mainly by acquisitions. Diluted EPS fell 41.1% to $1.22, mainly because of a $15.6 million non-cash impairment and higher interest expense, while adjusted EPS rose 21.1% to $3.14.
Q4 revenue of $309.0 million, up 34.0% from the prior-year quarter; organic growth was $6.4 million, or 2.8%
Q4 diluted EPS of $1.22, down 41.1% from $2.08; adjusted EPS of $3.14, up 21.1% from $2.59
Fiscal 2026 revenue of $1.1 billion, up 23.3%; diluted EPS of $6.70, down 20.0% from $8.38
Net debt of $842.7 million at quarter end, a net leverage ratio of 2.55x; quarterly dividend of $0.30 per share
Champion Homes reported fourth-quarter fiscal 2026 results for the quarter ended March 28, 2026, with net sales up 4.6% to $621.3 million but net income down 18.4% to $29.7 million, driven by charges tied to acquisition contingent consideration and a product liability true-up. For the full year, net sales rose 7.3% to $2.7 billion and net income rose 4.3% to $206.9 million. The board also approved a $50.0 million increase to the share repurchase program, bringing the available amount to $150.0 million.
Q4 fiscal 2026 net sales rose 4.6% to $621.3 million; net income fell 18.4% to $29.7 million
Q4 diluted EPS was $0.53 versus $0.63 a year earlier; adjusted EPS was $0.68 versus $0.65
Full-year net sales rose 7.3% to $2.7 billion; net income rose 4.3% to $206.9 million; diluted EPS was $3.66 versus $3.42
Board increased the repurchase authorization by $50.0 million to $150.0 million; $200.0 million was repurchased in fiscal 2026
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.