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).
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.
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.
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
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.
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
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
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
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.
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.
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
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
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
Aqua Metals reported a first quarter 2026 net loss of $3.95 million, or $1.22 per share, down from $8.32 million, or $10.27 per share, in the first quarter of 2025. The company also said it will not proceed with the non-binding term sheet to acquire Lion Energy, and cash and cash equivalents fell to $6.8 million from $10.8 million at December 31, 2025.
Q1 2026 net loss was $3.95 million ($1.22 per share) versus $8.32 million ($10.27 per share) in Q1 2025.
Total operating expense was $4.14 million versus $8.68 million a year earlier; Q1 2025 included a $5.25 million impairment and loss on disposal.
Cash and cash equivalents were $6.82 million at March 31, 2026, compared with $10.81 million at December 31, 2025.
The company will not pursue the Lion Energy acquisition under the February 11, 2026 term sheet terms and is evaluating alternative structures.
Wolverine Worldwide reported first-quarter 2026 revenue of $457.6 million, up 11.0% from $412.3 million a year earlier, and diluted earnings per share of $0.24, up from $0.15. The company raised its fiscal 2026 diluted EPS outlook to $1.39 to $1.54 from $1.31 to $1.46 and kept its revenue outlook unchanged at $1.960 billion to $1.985 billion. For shareholders, the filing shows higher reported earnings and a higher full-year profit forecast.
Q1 2026 revenue was $457.6 million, up 11.0%; Active Group revenue rose 13.7% to $371.6 million.
Diluted EPS was $0.24 versus $0.15; adjusted diluted EPS was $0.25 versus $0.19.
Fiscal 2026 diluted EPS outlook raised to $1.39 to $1.54 from $1.31 to $1.46; revenue outlook unchanged.
Net debt was $519 million at April 4, 2026, down $85 million, or 14.1%, from a year earlier.
Cisco reported fiscal third quarter 2026 revenue of $15.8 billion, up 12% year over year, with GAAP net income of $3.4 billion, up 35%, and non-GAAP EPS of $1.06, up 10%. The company also announced a restructuring plan with pre-tax charges of up to $1 billion, mostly cash-based, which shareholders should weigh against the growth figures and the fourth-quarter and full-year guidance.
Q3 fiscal 2026 revenue was $15.8 billion, up 12%; GAAP EPS was $0.85, up 37%; non-GAAP EPS was $1.06, up 10%.
Q4 fiscal 2026 guidance: revenue of $16.7 billion to $16.9 billion and non-GAAP EPS of $1.16 to $1.18.
FY 2026 guidance: revenue of $62.8 billion to $63.0 billion and non-GAAP EPS of $4.27 to $4.29.
Restructuring plan: pre-tax charges of up to $1 billion, with about $450 million expected in Q4 fiscal 2026 and the remainder in fiscal 2027.
STAAR Surgical reported first-quarter 2026 results for the period ended April 3, 2026, with net sales of $93.5 million, up 119.6% from a year earlier, and net income of $5.2 million, or $0.10 per diluted share, compared with a net loss of $54.2 million a year earlier. Net sales excluding China rose 6.0% to $46.1 million, and the company reported no outstanding debt as of April 3, 2026.
Net sales of $93.5 million, up 119.6% from $42.6 million in the first quarter of 2025, primarily reflecting China
Gross margin of 73.6% compared with 65.8% a year earlier
Adjusted EBITDA of $24.4 million, or $0.48 per diluted share, compared with a $26.3 million loss a year earlier
Cash and investments available for sale of $163.9 million at April 3, 2026; net cash used in operating activities was $21.7 million
TransAct Technologies reported preliminary first-quarter 2026 net sales of $14.4 million, up 10% year over year, and net income of $766 thousand, or $0.07 per diluted share, compared with $19 thousand a year earlier. The company reiterated its 2026 net sales guidance of $55 million to $57 million, raised its adjusted EBITDA guidance to $1 million to $1.75 million, and authorized a $3 million share buyback, while CFO Steven A. DeMartino retires on June 30, 2026, with Robert Campbell succeeding him.
Net sales were $14.4 million, up from $13.1 million, with casino and gaming sales up 24% and recurring FST revenue of $3.3 million, up 26%.
Net income was $766 thousand, or $0.07 per diluted share, versus $19 thousand, or $0.00, in Q1 2025; adjusted EBITDA was $1.4 million versus $544 thousand.
2026 net sales guidance was reiterated at $55 million to $57 million; adjusted EBITDA guidance was raised to $1 million to $1.75 million.
The Board authorized repurchases of up to $3 million of common stock over 12 months starting May 12, 2026; CFO Steven A. DeMartino retires June 30, 2026, and Robert Campbell, the Controller since June 2022, succeeds him.
Astronics reported first-quarter 2026 sales up 12.0% to $230.6 million and net income of $25.5 million, or $0.67 per diluted share, compared with $0.26 a year earlier. The company raised its 2026 revenue guidance to $970 million to $1 billion and reported record backlog of $734.3 million, which shareholders should weigh alongside cash from operations of $10.6 million in the quarter.
Sales rose 12.0% to $230.6 million; Aerospace sales rose 11.7% to $213.8 million
Diluted EPS was $0.67 versus $0.26; net income was $25.5 million versus $9.5 million
2026 revenue guidance raised to $970 million to $1 billion; second-quarter sales expected at $245 million to $250 million
Cash from operations was $10.6 million and capital expenditures were $11.2 million in the quarter
Karman Holdings reported first-quarter fiscal 2026 revenue of $151.2 million, up 51.0% from a year earlier, and swung to net income of $7.8 million from a net loss of $4.8 million. The company raised its full-year 2026 outlook to $720 million to $735 million in revenue and $208.5 million to $219.5 million in non-GAAP adjusted EBITDA, which shareholders will see as a sign of stronger expected operating results for the year.
Q1 2026 revenue was $151.2 million, up 51.0% from $100.1 million in Q1 2025.
Net income was $7.8 million, or $0.06 per diluted share, versus a net loss of $4.8 million, or $0.04 per share, a year earlier.
Non-GAAP adjusted EBITDA was $44.8 million, up from $30.3 million, and backlog reached $1.0 billion as of March 31, 2026.
Full-year 2026 revenue and adjusted EBITDA guidance were both increased, excluding future acquisitions.
NeuroPace reported first quarter 2026 results and raised its full-year 2026 revenue guidance to $99 million to $101 million, up from $98 million to $100 million. Revenue excluding DIXI Medical grew 20.1% year over year to $22.0 million, while GAAP revenue was $22.1 million compared with $22.5 million a year earlier. The GAAP net loss was $6.7 million, slightly wider than the $6.6 million loss in the first quarter of 2025, and cash and equivalents fell to $54.8 million from $61.2 million at the prior quarter end.
Q1 2026 revenue excluding DIXI Medical was $22.0 million, up 20.1% year over year; RNS System revenue was $21.7 million, up 19.5%.
Full-year 2026 revenue guidance raised to $99 million to $101 million; Adjusted EBITDA loss guidance narrowed to ($8.5) million to ($9.5) million from ($9.0) million to ($10.0) million.
GAAP net loss was $6.7 million in Q1 2026 versus $6.6 million in Q1 2025.
DIXI Medical will be reported as discontinued operations beginning with the second quarter 2026 results.
Zebra Technologies reported first-quarter 2026 net sales of $1,495 million, up 14.3% from a year earlier, with organic growth of 4.3%. The company said it raised its full-year 2026 outlook, now expecting non-GAAP diluted EPS of $18.30 to $18.70, though GAAP net income was roughly flat, down 0.7%, at $135 million.
Net sales $1,495 million vs. $1,308 million a year earlier; organic growth 4.3%.
GAAP diluted EPS $2.72 vs. $2.62; non-GAAP diluted EPS $4.75 vs. $4.02.
Full-year 2026 outlook: sales growth of 10% to 14% and non-GAAP diluted EPS of $18.30 to $18.70.
Share repurchases of $300 million in the quarter; free cash flow of $163 million.
Aramark reported fiscal second-quarter 2026 revenue of $4.9 billion, up 15% year over year, with GAAP diluted EPS of $0.38 versus $0.23 and Adjusted EPS of $0.49, up 40% on a constant currency basis. The company raised its fiscal 2026 organic revenue growth outlook to the high end of its previously stated 7% to 9% range and reaffirmed its profit and leverage targets, which points to continued growth for shareholders, though the filing says a new hyperscaler agreement is not yet in the outlook.
Revenue of $4.9 billion, up 15%; organic revenue up 12%, with about 3% from the calendar shift
GAAP diluted EPS of $0.38 versus $0.23; Adjusted EPS of $0.49, up 40% on a constant currency basis
Fiscal 2026 organic revenue growth now expected at the high end of 7% to 9%
Adjusted Operating Income growth of 12% to 17% and Adjusted EPS growth of 20% to 25% reaffirmed
STERIS reported fiscal 2026 revenue from continuing operations up 9% to $5.9 billion, with reported diluted EPS from continuing operations rising to $7.93 from $6.16. The board approved a new $1 billion share repurchase program and guided fiscal 2027 adjusted EPS to $11.10 to $11.30, which would be an increase of 9% to 11% over fiscal 2026 adjusted EPS of $10.17.
Full-year revenue from continuing operations was $5.9 billion, up from $5.5 billion, with constant currency organic growth of 7%.
Reported diluted EPS from continuing operations was $7.93 versus $6.16; adjusted EPS was $10.17 versus $9.22.
Fiscal 2027 outlook calls for revenue growth of 7-8% and free cash flow of about $850 million.
The new $1 billion buyback replaces the prior authorization and may be suspended or discontinued at any time.
AECOM reported second quarter fiscal 2026 results for the quarter ended March 31, 2026, with revenue up 1% to $3.8 billion and GAAP diluted EPS from continuing operations up 22% to $1.42. The company raised its adjusted EPS guidance for fiscal 2026 to $5.90 to $6.10 from $5.85 to $6.05, but operating income fell 4% and free cash flow was negative $27 million in the quarter.
Q2 revenue rose 1% to $3.8 billion; operating income fell 4% to $248 million; net income from continuing operations rose 19% to $184 million
Adjusted EPS rose 27% to $1.59; fiscal 2026 adjusted EPS guidance raised to $5.90 to $6.10, the second consecutive raise
Total backlog rose 8% to a record $26.2 billion; free cash flow was negative $27 million in the quarter, which management attributed to Middle East payment timing and claim resolution
The company returned $155 million to shareholders in the quarter and reiterated full-year free cash flow guidance of approximately $400 million
Halozyme reported first quarter 2026 total revenue of $376.7 million, up 42% from a year earlier, with royalty revenue of $240.7 million, up 43%. Net income was $150.0 million, compared with $118.1 million, and GAAP diluted EPS was $1.22, compared with $0.93. The company reiterated its 2026 guidance and announced a new $1 billion share repurchase program through December 31, 2028, with at least $400 million expected to be repurchased in 2026.
Q1 2026 total revenue $376.7 million vs. $264.9 million in Q1 2025; royalty revenue $240.7 million vs. $168.2 million
Net income $150.0 million vs. $118.1 million; GAAP diluted EPS $1.22 vs. $0.93; non-GAAP diluted EPS $1.60 vs. $1.11
2026 guidance reiterated: total revenue $1.710 billion to $1.810 billion; non-GAAP diluted EPS $7.75 to $8.25
New share repurchase program of up to $1 billion by December 31, 2028, with at least $400 million expected in 2026
Construction Partners reported fiscal second-quarter 2026 results for the period ended March 31, 2026, with revenue of $769.2 million, up 34.5% from a year earlier, and diluted EPS of $0.16 versus $0.08. The company raised its fiscal 2026 outlook, now projecting revenue of $3.590 billion to $3.650 billion and net income of $159.0 million to $162.0 million. Both headline measures improved and guidance was raised, though the company's adjusted figures are non-GAAP measures.
Revenue was $769.2 million versus $571.7 million a year earlier; gross profit was $98.9 million versus $71.4 million.
Net income was $9.2 million, or $0.16 diluted EPS, versus $4.2 million, or $0.08; Adjusted EBITDA was $93.3 million, up 34.6%.
Project backlog reached a record $3.14 billion at March 31, 2026, up from $2.84 billion at March 31, 2025.
FY2026 outlook raised: Adjusted EBITDA of $552.0 million to $564.0 million, including the expected contribution of the Four Star Paving acquisition.
TDS reported first quarter 2026 total operating revenues from continuing operations of $309.5 million, up from $290.4 million a year earlier, and diluted earnings per share from continuing operations of $1.11, compared with a loss of $(0.20). The filing ties the profit swing partly to a $150.9 million book gain on an Array spectrum license sale closed January 13, 2026, and both business units reaffirmed their 2026 guidance. The company also disclosed a non-binding proposal, delivered May 7, 2026, to acquire the Array shares it does not already own.
Total operating revenues were $309.5 million, up 7%; TDS Telecom revenue fell 3% to $249.6 million while Array revenue rose 93% to $52.0 million.
Diluted EPS from continuing operations was $1.11 versus $(0.20) a year earlier; the filing records a $150.9 million book gain on the January 13, 2026 Array spectrum sale.
TDS Telecom and Array both reaffirmed 2026 guidance, with all estimates shown as unchanged from prior estimates.
On May 7, 2026, TDS delivered a non-binding proposal to acquire all Array common shares it does not own; a special committee of independent directors was formed to evaluate it.
Array reported first quarter 2026 revenue of $52.0 million, up from $27.0 million a year earlier, and net income attributable to Array shareholders of $179.8 million, or $2.08 per diluted share, versus $4.7 million, or $0.05, in the first quarter of 2025. The results include a $156.6 million book gain from a spectrum license sale, and the company reaffirmed its 2026 guidance, which it left unchanged. The filing also discloses a non-binding proposal from TDS, which owns about 81.9% of Array, to acquire the Array shares it does not own.
Q1 2026 total operating revenues were $52.0 million, versus $27.0 million in Q1 2025; site rental revenues grew 92%.
Net income attributable to Array shareholders was $179.8 million from continuing operations, or $2.08 per diluted share, including a $156.6 million book gain on spectrum license sales.
2026 guidance is unchanged: total operating revenues $200-$215 million and Adjusted EBITDA $200-$215 million.
On May 7, 2026, TDS proposed in a non-binding letter to acquire all Array common shares it does not own; a special committee of independent directors was formed to evaluate it.
RingCentral reported first-quarter 2026 results on May 7, 2026. Total revenue rose about 5% year over year to $644 million, and GAAP diluted EPS was $0.35, compared with a loss of $0.11 a year earlier. The company raised its full-year 2026 outlook for revenue, margins and free cash flow, which is a direct gain for shareholders.
Total revenue was $644 million, up from $612 million in the first quarter of 2025.
GAAP diluted EPS was $0.35, versus $(0.11) a year earlier; non-GAAP diluted EPS was $1.20, versus $1.00.
Full-year 2026 total revenue guidance was raised to $2.62 billion to $2.64 billion; free cash flow guidance was raised to $590 million to $605 million.
A quarterly dividend of $0.075 per share is payable June 11, 2026, to holders of record on June 2, 2026.
StandardAero reported first-quarter 2026 revenue of $1.6 billion, up 13.3% from a year earlier, and net income of $79.9 million, up from $62.9 million. The company raised its full-year 2026 guidance for revenue, Adjusted EBITDA and Adjusted EPS, and said it announced the acquisition of Unified Turbines.
Revenue was $1,626.9 million, up 13.3% from $1,435.6 million; diluted GAAP EPS was $0.24 versus $0.19
Adjusted Diluted EPS was $0.33 versus $0.29; Adjusted EBITDA rose 2.5% to $203.2 million, with margin down 130 basis points to 12.5%
Free cash flow for the quarter was negative $133.7 million; the company repurchased about 2.0 million shares for $60.1 million
Full-year 2026 Adjusted EPS guidance is $1.40 to $1.50 and free cash flow guidance is $270 million to $300 million
Globus Medical reported first-quarter 2026 net sales of $759.9 million, up 27.0% from a year earlier, and GAAP net income of $124.3 million, up 64.7%. The company reaffirmed its full-year 2026 revenue guidance of $3.18 billion to $3.22 billion and raised its non-GAAP diluted EPS guidance to $4.70 to $4.80 from $4.40 to $4.50.
Q1 2026 net sales were $759.9 million, up 27.0%; base business excluding Nevro rose 13.2% to $677.2 million
GAAP diluted EPS was $0.90 versus $0.54 a year earlier; non-GAAP diluted EPS was $1.12 versus $0.68
Full-year 2026 revenue guidance reaffirmed at $3.18 billion to $3.22 billion
Non-GAAP diluted EPS guidance raised to $4.70 to $4.80 from $4.40 to $4.50
Toast reported first-quarter 2026 results, with net income of $126 million, up from $56 million a year earlier, and diluted EPS of $0.20 versus $0.09. The company raised its full-year 2026 adjusted EBITDA outlook to $790 million to $810 million, from $775 million to $795 million, which signals higher expected profitability for shareholders.
Net income was $126 million in Q1 2026, compared with $56 million in Q1 2025.
Operating income was $110 million, compared with $43 million a year earlier.
Full-year 2026 adjusted EBITDA outlook raised to $790 million to $810 million; non-GAAP subscription services and financial technology solutions gross profit growth outlook raised to 21%-23%.
Repurchased 14 million shares for $378 million year-to-date through May 6, 2026.
Microchip reported fourth quarter and fiscal 2026 results on May 7, 2026, with net sales of $1.311 billion, up 35.1% from a year earlier and above the high end of its prior guidance. GAAP net income attributable to common stockholders was $116.4 million, or $0.21 per diluted share, compared with a loss of $156.8 million a year earlier. The company guided June quarter net sales to $1.442 billion to $1.469 billion and non-GAAP EPS to $0.67 to $0.71.
Q4 net sales of $1.311 billion, up 35.1% from $970.5 million a year earlier; GAAP EPS of $0.21 versus a loss of $0.29 per share
Non-GAAP EPS of $0.57 for Q4, up from $0.11 a year earlier; fiscal 2026 non-GAAP EPS of $1.64, up 25.2%
June 2026 quarter net sales guidance of $1.442 billion to $1.469 billion; non-GAAP EPS guidance of $0.67 to $0.71
Quarterly cash dividend of 45.5 cents per common share, payable June 5, 2026 to holders of record on May 22, 2026
ESCO Technologies reported fiscal second-quarter 2026 sales of $309 million, up 33.5% from a year earlier, with GAAP EPS from continuing operations of $1.29 and adjusted EPS of $1.91. The company raised its full-year adjusted EPS guidance to $8.00 to $8.25 per share while keeping its revenue guidance at $1.29 billion to $1.33 billion, which signals higher expected profit for shareholders.
Q2 sales rose $78 million (33.5%) to $309 million; organic sales grew 12.8%, and the Maritime acquisition added $48 million.
GAAP EPS from continuing operations was $1.29 versus $1.02; adjusted EPS was $1.91 versus $1.17.
FY2026 adjusted EPS guidance raised to $8.00 to $8.25 from $7.90 to $8.15; revenue guidance maintained at $1.29 billion to $1.33 billion.
The pending Megger Group acquisition is expected to close in Q1 of fiscal 2027.
Globalstar reported first quarter 2026 revenue of $70.1 million, up 17% from a year earlier, and income from operations of $8.2 million versus a loss of $8.5 million in the prior year's quarter. Net loss was $17.4 million, roughly flat year over year. The company also said it will no longer hold earnings calls or update its financial outlook while its pending merger with Amazon is outstanding.
Q1 2026 total revenue was $70.1 million, up from $60.0 million; service revenue rose $9.6 million, mainly from wholesale capacity services.
Adjusted EBITDA was $33.5 million versus $30.4 million; net loss was $17.4 million versus $17.3 million.
Cash and cash equivalents were $358.4 million at March 31, 2026, down from $447.5 million at December 31, 2025, with capital expenditures of $116.4 million in the quarter.
Under the April 13, 2026 merger agreement with Amazon, holders can elect $90.00 cash or 0.3210 Amazon shares per Globalstar share; the Mergers are expected to close in 2027.
Corpay reported first-quarter 2026 revenue of $1,261.0 million, up 25%, and adjusted net income per diluted share of $5.80, up 29%. The company raised its full-year 2026 guidance, citing first-quarter over-performance, higher expected fuel prices and first-quarter trends running ahead of its expectations. GAAP results include a gain on the sale of a business that added about $81 million to net income, and the company repurchased 2.4 million shares for $786 million during the quarter.
Revenue rose 25% to $1,261.0 million from $1,005.7 million; organic revenue growth was 11%.
Adjusted EPS rose 29% to $5.80 from $4.51; GAAP diluted EPS rose 49% to $5.07, including about $1.19 per share from the business sale gain.
Full-year 2026 adjusted EPS guidance is now $26.30 to $27.10, and revenue guidance is $5.250 billion to $5.330 billion.
Second-quarter 2026 outlook calls for revenue of about $1.295 billion and adjusted EPS of $6.55 at the midpoint.
Natural Grocers by Vitamin Cottage reported fiscal second-quarter 2026 results for the three months ended March 31, 2026, with net sales up 0.5% to $337.4 million and net income up 2.5% to $13.4 million, or $0.58 per diluted share. The company narrowed its fiscal 2026 outlook, raising the low end of its diluted EPS range to $2.07 while lowering the top of its comparable store sales growth range to 2.5%, which signals a more modest sales view for shareholders.
Net sales rose $1.6 million, or 0.5%, to $337.4 million, and daily average comparable store sales rose 0.5%.
Diluted EPS was $0.58 versus $0.56 a year earlier; six-month diluted EPS was $1.07 versus $0.99.
Fiscal 2026 diluted EPS outlook is now $2.07 to $2.15 (prior $2.00 to $2.15); comparable store sales growth is now 1.5% to 2.5% (prior 1.5% to 4.0%).
A quarterly cash dividend of $0.15 per share was declared, payable June 3, 2026 to holders of record on May 18, 2026.
FIGS reported first quarter 2026 net revenues of $159.9 million, up 28.0% year over year, and net income of $6.3 million, or $0.03 per diluted share, compared with a net loss of $0.1 million a year earlier. The company raised its full year 2026 outlook to net revenues growth of 14% to 16% and adjusted EBITDA margin of 13.0% to 13.2%, but free cash flow was negative $5.6 million for the quarter.
Net revenues were $159.9 million, up 28.0%; U.S. revenues rose 24.1% to $131.6 million and international revenues rose 49.9% to $28.3 million.
Net income was $6.3 million, or $0.03 per diluted share, versus a net loss of $0.1 million in the first quarter of 2025.
Full year 2026 outlook: net revenues growth of 14% to 16% and adjusted EBITDA margin of 13.0% to 13.2%.
Free cash flow was negative $5.6 million, compared with positive $7.9 million in the first quarter of 2025; active customers reached 3.0 million, up 12.2%.
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.