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).
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.
Vyome Holdings reported first quarter 2026 results, with revenue of $31,591 compared with $198,581 a year earlier. The company reported a net loss attributable to common shareholders of about $963,000, or $0.15 per share, and cash of $8.8 million at March 31, 2026, up from $5.0 million at December 31, 2025, which the company attributes to a January 2026 share sale.
Q1 2026 revenue was $31,591, down from $198,581 in Q1 2025
Net loss attributable to common shareholders was about $963,000, or $0.15 per share, versus a net loss of $293,974 in Q1 2025
Cash and cash equivalents were about $8.8 million at March 31, 2026, up from about $5.0 million at December 31, 2025
On January 27, 2026, the company raised about $5.29 million by selling 1,089,545 shares at an average of $5.00 per share
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.
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
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
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.
SentinelOne reported first quarter fiscal 2027 revenue of $277 million, up 21% from $229 million a year earlier, and annualized recurring revenue of $1,163 million, up 23%. The company raised its full-year fiscal 2027 non-GAAP operating income outlook to $115 million to $125 million and announced a restructuring plan that will cut about 8% of full-time employees with a one-time charge of about $25 million.
Q1 GAAP net loss was $76.2 million, narrowing from $208.2 million a year earlier; non-GAAP operating income was $10.5 million, compared with a loss of $3.9 million.
Fiscal 2027 guidance: revenue of $1.195 billion to $1.205 billion and non-GAAP operating income of $115 million to $125 million.
Restructuring plan includes a one-time charge of about $25 million, of which about $15 million is cash-based, with substantial completion expected in the second quarter of fiscal 2027.
Cash, cash equivalents and investments were $812 million as of April 30, 2026.
Ambarella reported first quarter fiscal 2027 revenue of $100.4 million, up 16.9% from a year earlier, and a GAAP net loss of $18.1 million, smaller than the $24.3 million loss a year earlier. The company also guided second quarter revenue to $105.0 million to $111.0 million and authorized a new $50.0 million share repurchase program.
Revenue $100.4 million, up 16.9% from $85.9 million in the same quarter of fiscal 2026.
GAAP net loss $18.1 million, or $0.41 per diluted share, versus $24.3 million, or $0.58, a year earlier.
GAAP gross margin 58.4% versus 60.0%; non-GAAP gross margin 59.9% versus 62.0%.
Second quarter fiscal 2027 revenue guidance $105.0 million to $111.0 million; new $50.0 million buyback runs through June 30, 2027.
NetApp reported fourth-quarter fiscal 2026 net revenue of $1.95 billion, up 12% year over year, and GAAP diluted earnings per share of $2.03, up from $1.65. The company also gave fiscal 2027 guidance of $7.325 billion to $7.575 billion in net revenue and GAAP earnings per share of $6.51 to $6.81, and its board authorized up to an additional $1.0 billion in share repurchases on May 21, 2026.
Q4 fiscal 2026 net revenue $1.95 billion (up 12%); GAAP net income $404 million (up 19%)
Fiscal 2026 net revenue $6.93 billion (up 5%); GAAP diluted EPS $6.35 versus $5.67
Fiscal 2027 GAAP EPS guidance $6.51 to $6.81; Q1 fiscal 2027 GAAP EPS guidance $1.35 to $1.45
Board authorized up to an additional $1.0 billion in common stock repurchases with no expiration date
Okta reported first-quarter fiscal 2027 results for the period ended April 30, 2026, with total revenue up 11% year-over-year to $765 million and GAAP diluted net income per share of $0.42, up from $0.35. The company set full-year fiscal 2027 revenue guidance of $3.185 billion to $3.205 billion, representing 9% to 10% growth, and reported $248 million in common stock repurchases in the quarter. Non-GAAP operating margin fell to 25% from 27% a year earlier.
Total revenue of $765 million, up 11% from $688 million a year earlier
GAAP diluted EPS of $0.42 vs. $0.35; non-GAAP diluted EPS of $0.91 vs. $0.86
Non-GAAP operating margin of 25% vs. 27% in the prior-year quarter
Full-year fiscal 2027 revenue guidance of $3.185 billion to $3.205 billion; Q2 revenue guidance of $790 million to $794 million
HealthEquity reported results for the first quarter ended April 30, 2026, with revenue up 7% to $354.6 million and net income up 29% to $69.4 million. The company raised its fiscal 2027 outlook, and its board authorized an additional $1.0 billion of share repurchases in May 2026, which gives shareholders a higher outlook and more buyback capacity.
Revenue rose 7% to $354.6 million from $330.8 million a year earlier.
Net income was $69.4 million, or $0.82 per diluted share, compared with $53.9 million, or $0.61, in the prior-year quarter.
Adjusted EBITDA rose 17% to $164.5 million, and its margin widened to 46% from 42%.
For fiscal 2027 (ending January 31, 2027), management expects revenue of $1.410 billion to $1.420 billion and GAAP net income of $2.88 to $2.95 per diluted share.
REX American reported fiscal first quarter 2026 results for the three months ended April 30, 2026, with net income attributable to REX shareholders of $18.5 million, up from $8.7 million a year earlier. Net sales and revenue slipped to $156.5 million from $158.3 million on lower ethanol pricing, but gross profit more than doubled, helped by $7.5 million of production tax credit income. The company also changed how it accounts for Section 45Z tax credits, with prior periods retrospectively adjusted.
Diluted net income per share attributable to REX common shareholders was $0.56, compared with $0.26 in Q1 2025, on 33,116,000 diluted weighted average shares.
Net sales and revenue were $156.5 million versus $158.3 million, while gross profit rose to $29.1 million from $14.3 million.
Cash, cash equivalents and short-term investments totaled $364.3 million as of April 30, 2026, with no bank debt.
The One Earth expansion is nearing completion, the carbon capture project still awaits Class VI well permitting, and the company budgets $220-$230 million for these projects.
Photronics reported second quarter fiscal 2026 revenue of $209.9 million, down 0.5% from a year earlier and 6.7% from the prior quarter. GAAP net income attributable to shareholders was $31.4 million, or $0.54 per diluted share, up from $0.15 a year earlier but down from $0.74 in the first quarter. The company expects third quarter revenue of $207 million to $215 million and non-GAAP diluted EPS of $0.39 to $0.45.
Revenue of $209.9 million was down 0.5% year-over-year and 6.7% sequentially
GAAP diluted EPS was $0.54, versus $0.15 a year earlier and $0.74 in the first quarter; non-GAAP diluted EPS was $0.42, versus $0.40 a year earlier
Operating margin was 20.1%, versus 24.4% in the first quarter and 26.4% a year earlier
Third quarter fiscal 2026 guidance: revenue of $207 million to $215 million, operating margin of 18% to 20%, and non-GAAP diluted EPS of $0.39 to $0.45
Best Buy reported first-quarter fiscal 2027 revenue of $8,936 million, up from $8,767 million a year earlier, with comparable sales up 2.0% and diluted EPS of $1.31 versus $0.95. The company reiterated its full-year adjusted diluted EPS guidance of $6.30 to $6.60, and said CEO Corie Barry will step down later this year, with Jason Bonfig becoming CEO effective November 1, 2026.
Revenue of $8,936 million versus $8,767 million; enterprise comparable sales up 2.0%
Diluted EPS $1.31 versus $0.95; adjusted diluted EPS $1.28 versus $1.15
FY27 adjusted diluted EPS guidance of $6.30 to $6.60 reiterated; Q2 comparable sales outlook of approximately 1.0%
Jason Bonfig to become CEO effective November 1, 2026; Corie Barry to step down later this year
Kohl's reported first-quarter fiscal 2026 results for the period ended May 2, 2026, with net sales down 1.7% and comparable sales down 1.1%. The company posted a net loss of $14 million, or $0.13 per diluted share, versus a $15 million loss, or $0.13 per share, a year earlier, and it affirmed its full-year 2026 outlook, which includes net sales of flat to down 2% and adjusted diluted EPS of $1.00 to $1.60.
Net sales decreased 1.7% to $3.0 billion; comparable sales decreased 1.1%
Operating income was $46 million, compared with $60 million a year earlier
Net loss was $14 million, or $0.13 per diluted share, versus $15 million, or $0.13, in the prior year
Full-year 2026 outlook affirmed; quarterly dividend of $0.125 per share payable June 24, 2026
Dollar Tree reported first-quarter fiscal 2026 net sales up 7.2% to $5.0 billion and diluted EPS from continuing operations of $1.76, up 19.7%. The company raised its full-year adjusted diluted EPS outlook to $6.70 to $7.10, which gives shareholders a higher profit forecast for the year.
Net sales rose 7.2% to $5.0 billion; comparable store net sales increased 3.5%
Diluted EPS from continuing operations was $1.76, up 19.7%; adjusted diluted EPS was $1.74, up 38.1%, excluding a $5.2 million non-operating insurance gain
Fiscal 2026 adjusted diluted EPS outlook raised to $6.70 to $7.10; second-quarter adjusted EPS outlook is $1.00 to $1.15
Repurchased $595 million of stock in the first quarter; $1.3 billion remained under the authorization as of May 2, 2026
Hormel reported fiscal second-quarter 2026 net sales of $2.97 billion, up 2.5% from a year earlier, but GAAP operating income fell to $217 million from $248 million and GAAP diluted EPS was $0.29 versus $0.33. The company lowered its fiscal 2026 GAAP diluted EPS guidance to $1.28 to $1.37 from $1.37 to $1.46, reflecting the $61 million loss on the whole-bird turkey sale, while reaffirming adjusted diluted EPS guidance of $1.43 to $1.51.
Q2 net sales $2.97 billion, up 2.5%; organic net sales up 3%
Q2 GAAP diluted EPS $0.29 vs $0.33 a year earlier; adjusted diluted EPS $0.40 vs $0.35
Fiscal 2026 GAAP diluted EPS guidance cut to $1.28 to $1.37 from $1.37 to $1.46; adjusted EPS guidance reaffirmed at $1.43 to $1.51
Loss on the whole-bird turkey business sale, including transaction costs, was $61 million in the quarter
Salesforce reported first-quarter fiscal 2027 results for the quarter ended April 30, 2026, with revenue of $11.1 billion, up 13% from a year earlier, and GAAP diluted earnings per share of $2.42, up 52%. The company raised the midpoint of its full-year revenue guidance, but interest expense rose to $317 million from $68 million as it funded a $25 billion accelerated share repurchase with debt. Shareholders received $27.5 billion in total returns in the quarter, including $27.1 billion in share repurchases.
Q1 revenue of $11.1 billion, up 13% year over year, including a $444 million Informatica contribution
GAAP diluted EPS of $2.42, up 52%; non-GAAP diluted EPS of $3.88, up 50%
Full-year FY27 revenue guidance midpoint raised to a range of $45.9 billion to $46.2 billion, up 11% year over year
$25 billion accelerated share repurchase with 103 million shares delivered upfront; operating cash flow of $6.7 billion, up 3%
HP reported fiscal 2026 second-quarter results on May 27, 2026, with net revenue of $14.4 billion, up 9.0%, and non-GAAP diluted EPS of $0.86, up 21.1%. GAAP diluted EPS of $0.49 was below the company's prior outlook of $0.52 to $0.58, and restructuring and other charges reached $365 million, and HP updated its fiscal 2026 EPS and free cash flow estimates.
Net revenue of $14.4 billion, up 9.0% year over year; GAAP diluted EPS of $0.49, up from $0.42 but below the prior outlook of $0.52 to $0.58
Non-GAAP diluted EPS of $0.86, up from $0.71 and above the prior outlook of $0.70 to $0.76
Restructuring and other charges of $365 million in the quarter, compared with $122 million a year earlier
Fiscal 2026 estimates: GAAP diluted EPS $2.15 to $2.45, non-GAAP diluted EPS $2.90 to $3.10, free cash flow $2.8 to $3.0 billion
Synopsys reported second-quarter fiscal 2026 revenue of $2.276 billion, up from $1.604 billion a year earlier, and raised its full-year revenue and non-GAAP EPS targets. GAAP net income fell to $17.1 million, or $0.09 per diluted share, from $349.2 million a year earlier, and included $115.9 million in restructuring charges.
Q2 revenue $2.276 billion vs $1.604 billion a year earlier; non-GAAP EPS $3.35 vs $3.67.
GAAP net income $17.1 million ($0.09 per diluted share) vs $349.2 million ($2.24) a year earlier.
Full-year fiscal 2026 revenue midpoint raised to $9.665 billion from $9.610 billion; non-GAAP EPS midpoint raised to $14.76.
U-Haul Holding Company reported net earnings available to shareholders of $83.1 million for the fiscal year ended March 31, 2026, down from $367.1 million a year earlier, and a fourth-quarter net loss of $127.8 million, compared with a $82.3 million loss in the same quarter of fiscal 2025. The company's chairman attributed the weaker results to losses on disposal of rental equipment, fleet depreciation, and costs tied to built but unrented storage units, and the board authorized a $350 million share repurchase plan on May 22, 2026.
Fiscal 2026 earnings available to shareholders were $83.1 million, versus $367.1 million in fiscal 2025.
Fourth-quarter net loss available to shareholders was $127.8 million, versus a $82.3 million loss a year earlier.
Fourth-quarter consolidated revenue was $1,271.8 million, up from $1,233.5 million.
On May 22, 2026, the board authorized a $350 million share repurchase plan across both share classes.
Braze reported fiscal first-quarter 2027 revenue of $211.0 million, up 30.2% from a year earlier, and a narrower GAAP net loss per share of $0.24 compared with $0.34. The company also updated its full-year fiscal 2027 revenue guidance to $895.0 million to $899.0 million and named Chief Accounting Officer Pankaj Malik as interim Chief Financial Officer effective May 29, 2026.
Revenue was $211.0 million, up from $162.1 million a year earlier; non-GAAP diluted EPS was $0.10 versus $0.07.
GAAP operating loss narrowed to $27.5 million from $40.2 million; stock-based compensation was $33.6 million.
Fiscal Q2 2027 revenue guidance is $219.5 million to $220.5 million; full-year fiscal 2027 revenue guidance is $895.0 million to $899.0 million.
Pankaj Malik was appointed interim CFO effective May 29, 2026 and will also remain Chief Accounting Officer; his offer letter sets a $409,013 base salary and a $205,000 target bonus.
Everpure reported first quarter fiscal 2027 revenue of $1.1 billion, up 35% year-over-year, and GAAP net income of $24.1 million, compared with a net loss of $14.0 million a year earlier. The company raised its full-year fiscal 2027 revenue guidance to $4.41 billion to $4.51 billion and its non-GAAP operating income guidance to $820 million to $860 million, both from prior ranges.
Q1 fiscal 2027 revenue $1.1 billion, up 35%; product revenue $577 million, up 55%
GAAP net income $24.1 million for the quarter, versus a net loss of $14.0 million a year earlier
FY27 revenue guidance raised to $4.41 billion to $4.51 billion from $4.3 billion to $4.4 billion
Repurchased 1.3 million shares for approximately $84 million in the quarter
nCino reported first-quarter fiscal 2027 results for the period ended April 30, 2026, with total revenue of $159.4 million, up 11% from a year earlier, and GAAP operating income of $21.1 million compared with a $1.5 million loss a year earlier. The company also issued guidance for the second quarter and fiscal 2027, including fiscal 2027 total revenue of $642.0 million to $646.0 million, which shareholders can compare with future results.
Total revenue was $159.4 million, up 11%; subscription revenue was $140.9 million, up 12%.
GAAP income from operations was $21.1 million versus a $(1.5) million loss; diluted EPS was $0.12 versus $0.05.
Q2 fiscal 2027 guidance: total revenue $157.75 million to $159.75 million; non-GAAP operating income $35.5 million to $37.5 million.
Fiscal 2027 guidance (ending January 31, 2027): total revenue $642.0 million to $646.0 million; free cash flow $135.0 million to $140.0 million.
Marvell reported first-quarter fiscal 2027 revenue of $2.418 billion, a record and up 28% from a year earlier, and guided second-quarter revenue to $2.7 billion at the mid-point. GAAP net income fell to $34.5 million, or $0.04 per diluted share, from $177.9 million a year earlier, mainly because of a $250.7 million special item, while non-GAAP diluted EPS rose to $0.80 from $0.62. The company said it is raising its revenue outlook for both fiscal 2027 and fiscal 2028.
Q1 fiscal 2027 net revenue was $2.418 billion, up 28% year over year and $18.0 million above the mid-point of guidance given March 5, 2026
GAAP diluted EPS was $0.04 versus $0.20 a year earlier; non-GAAP diluted EPS was $0.80 versus $0.62
Q2 fiscal 2027 revenue guidance is $2.700 billion, plus or minus 5%, with non-GAAP diluted EPS guided to $0.93, plus or minus $0.05
Agilent reported second-quarter fiscal 2026 results with revenue of $1.83 billion, up 10.0% from a year earlier, and GAAP net income of $339 million, up from $215 million. The company raised its fiscal 2026 non-GAAP EPS guidance to $6.00 to $6.10, which matters to shareholders because it signals higher expected per-share earnings for the year. The filing also discloses a new Chief Accounting Officer, Tim Downs, replacing Rodney Gonsalves, who is retiring.
Q2 revenue of $1.83 billion, up 10.0% reported and 6.3% core, for the quarter ended April 30, 2026
GAAP EPS of $1.20 versus $0.75 a year earlier; non-GAAP EPS of $1.49 versus $1.31
Fiscal 2026 non-GAAP EPS guidance raised to $6.00 to $6.10, an increase of 8 cents at the midpoint; fiscal Q3 non-GAAP EPS expected at $1.48 to $1.50
Tim Downs appointed Vice President, Chief Accounting Officer on May 20, 2026, effective after the Form 10-Q filing; Rodney Gonsalves retires
Nutanix reported third-quarter fiscal 2026 revenue of $703.1 million, up 10% from $639.0 million a year earlier, and GAAP operating income of $70.5 million, up from $48.6 million. The company said it raised its full-year fiscal 2026 guidance, though the filing does not state the prior guidance figures, so the size of the change cannot be measured from this document.
Revenue was $703.1 million, up 10% year over year; annual recurring revenue (ARR) was $2.43 billion, up 15%
GAAP net income was $72.1 million, or $0.25 per diluted share, versus $63.4 million, or $0.22 per diluted share, a year earlier
Free cash flow was $197.2 million, down $6.2 million from $203.4 million; non-GAAP operating margin was 22.3% versus 21.5%
Fiscal 2026 outlook: revenue of $2.82 billion to $2.84 billion and free cash flow of $760 million to $780 million; fourth-quarter revenue outlook of $725 million to $745 million
Phreesia reported first-quarter fiscal 2027 results for the quarter ended April 30, 2026, with revenue up 13% and net income of $3.0 million, compared with a net loss a year earlier. The company kept its fiscal 2027 revenue and Adjusted EBITDA outlooks unchanged, but said network solutions clients are committing lower spend for the second half of the year, and it implemented a restructuring plan in May 2026. For shareholders, the quarter shows improved profitability, while the company now expects more variability in its network solutions revenue.
Total revenue was $130.9 million, up 13% from $115.9 million a year earlier.
Net income was $3.0 million, compared with a net loss of $3.9 million; Adjusted EBITDA was $30.5 million, compared with $20.8 million.
Fiscal 2027 revenue outlook of $510 million to $520 million and Adjusted EBITDA outlook of $125 million to $135 million were both maintained.
Network solutions clients are committing lower spend for the second half of fiscal 2027; a restructuring plan was implemented in May 2026.
Abercrombie & Fitch reported first-quarter fiscal 2026 net sales of $1.1 billion, up 2% from last year, with comparable sales down 1%. Diluted earnings per share fell to $1.47 from $1.59, and operating margin fell to 8.0% from 9.3%, though the company said EPS exceeded its outlook range. The company kept its full-year outlook unchanged, which matters to shareholders because it signals no change to its earnings or sales targets despite weaker EMEA demand.
Net sales of $1.1 billion, up 2%; comparable sales down 1%; EMEA sales down 10%, APAC up 24%
Diluted EPS of $1.47 vs. $1.59 a year earlier; operating margin of 8.0% vs. 9.3%
Full-year outlook maintained: net sales growth of 3% to 5%, diluted EPS of $10.20 to $11.00, share repurchases of around $450 million
Repurchased $105 million of shares in the quarter, with $745 million remaining on the March 2025 authorization
Bath & Body Works reported first quarter 2026 net sales of $1,378 million, down 3% from a year earlier, and reaffirmed its full-year 2026 guidance. Reported earnings per diluted share rose to $0.90 from $0.49, but that figure includes an $88 million pre-tax litigation settlement gain and a $62 million tax benefit, while adjusted EPS was $0.32 versus $0.49 last year. Chief Financial Officer Eva Boratto will step down June 12, and Tom Javitch will serve as interim CFO while the company searches for a successor.
Q1 2026 net sales were $1,378 million, down 3% from $1,424 million in Q1 2025.
Reported diluted EPS was $0.90 versus $0.49; adjusted diluted EPS was $0.32 versus $0.49.
Full-year 2026 guidance reaffirmed: net sales down 4.5% to 2.5%, adjusted diluted EPS $2.40 to $2.65.
Second-quarter 2026 diluted EPS is expected at $0.20 to $0.25; CFO Eva Boratto steps down June 12 and Tom Javitch becomes interim CFO.
Dycom reported record fiscal first-quarter 2027 results for the quarter ended May 2, 2026, with contract revenues of $1.965 billion, up 56.1%, and net income of $91.3 million, or $3.00 per diluted share, up from $2.09. The company raised its full-year fiscal 2027 contract revenue outlook and agreed to acquire National Technology Integrators for $275 million, which the company expects to close before the end of its second fiscal quarter.
Contract revenues were $1.965 billion, up 56.1% (24.7% organic); net income was $91.3 million, or $3.00 per diluted share, versus $2.09 a year earlier
Full-year fiscal 2027 contract revenue outlook raised to $7.38 billion to $7.65 billion; the outlook excludes the pending acquisition
Second-quarter outlook: contract revenues of $1.94 billion to $2.01 billion and non-GAAP adjusted diluted EPS of $4.40 to $4.82
Agreed to acquire National Technology Integrators, a Maryland-based low-voltage firm, for $275 million; it is expected to add an initial annual revenue run-rate of about $175 million
DICK'S reported first-quarter net sales of $5.16 billion, up 62.7% from a year earlier, with the Foot Locker acquisition included for the full quarter. GAAP diluted earnings per share rose to $3.54 from $3.24, but non-GAAP earnings per share fell to $2.90 from $3.37, and the company lowered its full-year GAAP earnings per share guidance while keeping its non-GAAP range unchanged.
First-quarter net sales $5.16 billion vs. $3.18 billion a year earlier; Foot Locker acquisition closed September 8, 2025
Diluted EPS $3.54 GAAP vs. $3.24 prior year; non-GAAP $2.90 vs. $3.37
Full-year 2026 GAAP diluted EPS guidance cut to $13.27 to $14.27 from $13.70 to $14.70; non-GAAP range of $13.50 to $14.50 unchanged
DICK'S Business comparable sales outlook low end raised to 2.5% from 2.0%; quarterly dividend of $1.25 per share payable June 26, 2026
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
FS Specialty Lending Fund furnished a Regulation FD notice that it will post a presentation with financial and operating information on its investor relations website after the market close on Friday, May 22, 2026. The filing does not disclose any figures itself, so the substance of the results cannot be assessed from this document.
Presentation with financial and operating information to be posted on the company's investor relations website after market close on May 22, 2026
Filing itself contains no specific revenue, earnings, or guidance figures
Information is furnished under Item 7.01 and is not deemed filed under Section 18 of the Exchange Act
Cavco Industries reported higher fourth-quarter and full-year fiscal 2026 revenue and diluted earnings per share compared with the prior year. On May 18, 2026, the board approved a new $150 million stock repurchase program, which the company expects to fund from existing cash. The company is not obligated to buy any particular amount of stock, and the program can be suspended or discontinued at any time.
Fourth-quarter net revenue was $550 million, up 8.2% from $508 million; diluted EPS was $5.42 versus $4.47.
Fiscal 2026 net revenue was $2.245 billion, up 11.4%; diluted EPS was $23.98 versus $20.71.
Factory-built housing gross margin for the year was 22.1%, down from 22.9%.
Backlog at March 28, 2026 was $195 million, down from $197 million a year earlier.
BJ's Wholesale Club reported first-quarter fiscal 2026 total revenues of $5.66 billion, up 9.9% from a year earlier, with comparable club sales up 6.3%. Net income fell 4.7% to $142.7 million and diluted EPS fell to $1.10 from $1.13, and the company said its fiscal 2026 guidance was unchanged.
Total revenues rose 9.9% to $5.66 billion; membership fee income rose 9.9% to $132.4 million.
Net income fell 4.7% to $142.7 million; adjusted EPS was $1.10 versus $1.14 a year earlier.
Adjusted EBITDA rose 4.3% to $298.1 million; SG&A increased to $806.0 million.
Fiscal 2026 guidance from March 5, 2026 is unchanged: adjusted EPS of $4.40 to $4.60 and capital expenditures of about $800 million.
Booz Allen reported fiscal 2026 results for the year ended March 31, 2026, with revenue down 6.4% to $11.2 billion while adjusted diluted EPS rose 2.5% to $6.51. Its fiscal 2027 guidance projects adjusted diluted EPS of $6.00 to $6.35, below the fiscal 2026 figure, and revenue of $11.2 billion to $11.7 billion.
Q4 fiscal 2026 revenue was $2.8 billion, down 6.4% year over year, while adjusted diluted EPS was $1.78, up 10.6%.
Fiscal 2026 GAAP diluted EPS was $6.90, down 4.8%, and net income was $851 million, down 9.0%.
Fiscal 2027 guidance: revenue $11.2 billion to $11.7 billion, adjusted diluted EPS $6.00 to $6.35, and free cash flow $825 million to $925 million.
The board declared a regular quarterly dividend of $0.59 per share, payable June 26, 2026, to holders of record on June 10, 2026.
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