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.
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.
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.
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
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
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%
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.
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.
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
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.
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
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.
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.
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.
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.
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
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.
Nordson reported fiscal second quarter 2026 sales of $741 million, up 8% from a year earlier, with diluted EPS of $2.09 and adjusted diluted EPS of $2.86, up 18%. The company raised its full-year guidance to sales of $2,930 million to $3,010 million and adjusted EPS of $11.30 to $11.80, citing backlog up 18%. GAAP results include a $24 million non-cash pension settlement charge.
Second quarter sales of $741 million vs. $683 million a year earlier; organic sales rose 7%
Net income of $117 million, or $2.09 per diluted share, vs. $1.97 a year earlier
Adjusted EPS of $2.86 vs. $2.42, excluding a $24 million pension settlement charge and other items
Third quarter sales guidance of $760 million to $790 million and adjusted EPS of $2.95 to $3.15; webcast on May 21, 2026 at 8:30 a.m. ET
NVIDIA reported record first-quarter fiscal 2027 revenue of $81.6 billion for the quarter ended April 26, 2026, up 85% from a year ago, with GAAP diluted earnings of $2.39 per share. It guided second-quarter revenue to $91.0 billion, plus or minus 2%, and raised its quarterly dividend to $0.25 per share from $0.01 while adding $80.0 billion to its share repurchase authorization. For shareholders, the sales and profit growth stand out, though GAAP profit includes $15.9 billion of net gains from equity securities.
Revenue of $81.6 billion, up 85% from a year ago; Data Center revenue of $75.2 billion, up 92%
Diluted EPS of $2.39 GAAP and $1.87 non-GAAP, versus $0.76 and $0.78 a year earlier
Q2 fiscal 2027 revenue outlook of $91.0 billion, plus or minus 2%, with no Data Center compute revenue from China assumed
Quarterly dividend raised from $0.01 to $0.25 per share, payable June 26, 2026; additional $80.0 billion buyback approved May 18, 2026
TJX reported first-quarter fiscal 2027 results for the period ended May 2, 2026, with net sales of $14.3 billion, up 9%, and diluted earnings per share of $1.19, up from $0.92 a year earlier. The company raised its full-year fiscal 2027 outlook for comparable sales, pretax profit margin, diluted EPS, and share buybacks, though it said higher fuel costs will be unfavorable to the rest of the year compared with its previous outlook.
Q1 diluted EPS of $1.19 vs. $0.92 a year earlier; net income of $1.3 billion
Q1 consolidated comparable sales up 6% vs. 3% a year earlier; net sales of $14.3 billion, up 9%
Full-year FY27 outlook raised to diluted EPS of $5.08 to $5.15 and share buyback range to $2.75 to $3.0 billion
Q2 FY27 outlook: diluted EPS of $1.15 to $1.17; company cites a higher cost of fuel for the rest of the year
Progressive reported April 2026 results in a news release furnished under Item 7.01. Net income rose 10% to $1,087 million and earned premiums rose 7% to $7,112 million, but the combined ratio worsened to 90.2 from 84.9, which the company attributed in part to hail and thunderstorm losses. Shareholders get higher April profit and per-share earnings, offset by weaker underwriting margin.
Net income $1,087 million vs. $986 million in April 2025, up 10%
Diluted earnings per share $1.86 vs. $1.68 a year earlier, up 11%
Net premiums written $7,278 million, up 6%; net premiums earned $7,112 million, up 7%
Combined ratio 90.2 vs. 84.9 a year earlier, up 5.3 points; net catastrophe loss ratio 7.0 from hail and thunderstorms
Target reported first-quarter 2026 net sales of $25.4 billion, up 6.7% from a year earlier, and raised its 2026 net sales growth expectation to about 4%. Diluted EPS was $1.71, down 24.5% from the prior-year GAAP EPS of $2.27, which included $441 million of after-tax interchange fee settlement gains, but up 31.6% from prior-year Adjusted EPS of $1.30. For shareholders, sales and adjusted profit grew, and full-year EPS is now expected near the high end of the $7.50 to $8.50 range.
Net sales of $25.4 billion rose 6.7%; comparable sales grew 5.6%, with comparable traffic up 4.4%.
GAAP and Adjusted diluted EPS of $1.71 compared with $2.27 GAAP and $1.30 Adjusted in Q1 2025.
2026 guidance: net sales growth around 4%, two percentage points above the prior range; GAAP and Adjusted EPS near the high end of $7.50 to $8.50.
No stock repurchases in Q1; about $8.3 billion remained under the August 2021 repurchase authorization.
Analog Devices reported fiscal second quarter 2026 revenue of $3.62 billion, up 37% from a year earlier, with GAAP diluted earnings per share of $2.40 versus $1.14. The company forecast third-quarter revenue of $3.9 billion, plus or minus $100 million, and reported EPS of $2.60, plus or minus $0.15, which gives shareholders a near-term outlook alongside the quarter's results.
Q2 revenue of $3.62 billion, up 37% from $2.64 billion; operating income of $1.38 billion, up 104%
Diluted EPS of $2.40 versus $1.14; adjusted diluted EPS of $3.09 versus $1.85 (non-GAAP)
Q3 fiscal 2026 outlook: revenue of $3.9 billion (+/- $100 million) and reported EPS of $2.60 (+/- $0.15)
Board declared a quarterly dividend of $1.10 per share, payable June 16, 2026, to holders of record on June 2, 2026
Hasbro reported first quarter 2026 revenue of $1.0 billion, up 13% from a year earlier, with GAAP diluted earnings per share of $1.39 versus $0.70 and adjusted diluted EPS of $1.47 versus $1.04. The company reiterated its full-year 2026 outlook and declared a $0.70 quarterly dividend, while stating that the full cost of the late-March 2026 unauthorized network access has not yet been determined.
Net revenues were $1,000.2 million, up from $887.1 million, led by Wizards and Digital Gaming revenue growth of 26%
GAAP operating profit was $270.3 million versus $170.7 million a year earlier; adjusted operating profit was $287.0 million
2026 guidance reiterated: total revenue up 3-5% in constant currency, adjusted operating margin of 24-25%, adjusted EBITDA of $1.40 billion to $1.45 billion
Quarterly dividend of $0.70 per share declared, payable June 11, 2026, to holders of record on June 1, 2026
CorVel reported results for the three months and fiscal year ended March 31, 2026, in a press release furnished as Exhibit 99.1. Fiscal 2026 revenue was $959 million, up 7%, and diluted earnings per share were $2.14, up 17% from $1.83 a year earlier. Fourth-quarter revenue rose 7% to $249 million and diluted EPS rose 20% to $0.61.
Fiscal 2026 revenue of $959 million compared with $896 million in fiscal 2025; net income was $110.3 million.
Fourth-quarter gross profit rose 9% to $63.0 million, a 25% gross margin, compared with $58.0 million a year earlier.
The company ended the quarter with $233 million of cash and no borrowings, and repurchased $20.1 million of common stock during the quarter.
Dorian LPG reported fiscal fourth-quarter net income of $81.0 million, or $1.90 per diluted share, versus $8.1 million, or $0.19, a year earlier, on revenues of $153.3 million, up 102.0%. The company also declared a $1.00 per share irregular dividend totaling $42.8 million, payable on or about May 28, 2026, which the filing presents as reflecting confidence in long-term LPG demand.
Q4 fiscal 2026 net income $81.0 million ($1.90 per diluted share) vs. $8.1 million ($0.19) in Q4 fiscal 2025
Q4 revenues $153.3 million, up $77.4 million (102.0%); fleet time charter equivalent rate $63,615 per available day vs. $35,324
Fiscal year 2026 net income $193.7 million ($4.54 per share) vs. $90.2 million ($2.14) in fiscal 2025
Irregular dividend of $1.00 per share ($42.8 million), payable on or about May 28, 2026 to holders of record on May 18, 2026
Keysight reported second-quarter fiscal 2026 revenue of $1.72 billion, up from $1.31 billion a year earlier, and GAAP diluted earnings per share of $2.02, up from $1.49. The company raised its fiscal 2026 expectations and gave third-quarter revenue guidance of $1.730 billion to $1.750 billion. The results include a $100 million tariff refund receivable tied to IEEPA tariff rulings, partly offset by a $40 million customer refund liability.
Revenue $1.72 billion vs. $1.31 billion a year earlier; GAAP diluted EPS $2.02 vs. $1.49
Non-GAAP diluted EPS $2.87 vs. $1.70 in the second quarter of 2025
Third-quarter fiscal 2026 revenue guidance of $1.730 billion to $1.750 billion; non-GAAP EPS guidance of $2.43 to $2.49
Second-quarter results include a $100 million IEEPA tariff refund receivable and a $40 million liability for refunds of tariff surcharges collected from customers
Agilysys reported fiscal 2026 fourth-quarter revenue up 11.7% to a record $82.9 million, with net income of $12.3 million, or $0.43 per diluted share, versus $3.9 million a year earlier. For the full year, revenue rose 15.9% to $319.3 million and net income reached $38.8 million, or $1.37 per diluted share. The company expects fiscal 2027 revenue of $365 million to $370 million and adjusted EBITDA of 24% of revenue.
Q4 fiscal 2026 revenue $82.9 million, up 11.7% from $74.3 million; subscription revenue up 24.1%
Q4 net income $12.3 million ($0.43 per diluted share) vs. $3.9 million ($0.14) a year earlier
Full-year fiscal 2026 revenue $319.3 million, up 15.9%; adjusted diluted EPS $1.79 vs. $1.55
Fiscal 2027 outlook: revenue $365 million to $370 million, subscription revenue growth of at least 30%
CPI Aerostructures reported first-quarter 2026 revenue of $17.4 million, up from $15.4 million a year earlier, and net income of $1.2 million, compared with a net loss of $1.3 million in the first quarter of 2025. Gross profit rose to $4.5 million from $1.6 million, and the company said the results reflect a more favorable product mix and operational efficiencies. Shareholders see both higher sales and a return to profit on a year-over-year basis, and the company cited a backlog of $495 million.
Revenue was $17.4 million versus $15.4 million in Q1 2025.
Gross profit margin was 25.8% versus 10.7% (21.6% excluding the A-10 Program impact).
Net income was $1.2 million versus a net loss of $1.3 million; basic EPS was $0.10 and diluted EPS was $0.09.
Adjusted EBITDA was $2.1 million versus $(0.8) million ($1.4 million excluding the A-10 Program impact); backlog was $495 million.
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.