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8-K filings in May 2026, explained

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).

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NJRNEW JERSEY RESOURCES CORP May 4, 4:31 PM ET

New Jersey Resources raises fiscal 2026 earnings guidance to $3.48-$3.63 per share

Positive guidance Written later 2.027.01

New Jersey Resources reported fiscal 2026 second-quarter net income of $218.9 million, or $2.17 per share, up from $204.3 million, or $2.04 per share, a year earlier. The company raised its fiscal 2026 net financial earnings per share guidance by $0.20 to $3.48-$3.63, citing continued strong performance at Energy Services, which is the second increase this year.

  • Q2 net income was $218.9 million, or $2.17 per share, versus $204.3 million, or $2.04 per share, a year earlier.
  • Q2 net financial earnings (non-GAAP) were $221.5 million, or $2.20 per share, versus $178.3 million, or $1.78 per share.
  • Fiscal 2026 NFEPS guidance rose to $3.48-$3.63 from $3.28-$3.43, following a $0.25 increase announced in February 2026.
  • Energy Services Q2 NFE was $72.3 million versus $35.3 million; management will webcast results on May 5, 2026, at 10 a.m. ET.
Read the filing on SEC.gov ↗
CYRXCryoport, Inc. May 4, 4:30 PM ET

Cryoport raises 2026 revenue guidance to $192 million-$196 million on 16% Q1 growth

Positive guidance Written later 2.02

Cryoport reported first-quarter 2026 revenue of $47.8 million, up 16% from a year earlier, and raised its full-year 2026 revenue guidance to $192 million to $196 million. Net loss narrowed to $10.5 million from $12.0 million, but the loss from continuing operations widened to $9.4 million from $6.7 million.

  • Q1 2026 total revenue was $47.8 million, up 16% year-over-year from $41.0 million.
  • Commercial cell and gene therapy revenue rose 26% to $9.1 million.
  • Net loss per share attributable to common stockholders was $0.25, compared with $0.28 in Q1 2025.
  • Cash, cash equivalents and short-term investments totaled $403.6 million as of March 31, 2026.
Read the filing on SEC.gov ↗
WGSGeneDx Holdings Corp. May 4, 4:09 PM ET

GeneDx Q1 revenue rises 17% to $102.3 million; 2026 revenue guidance cut

Mixed guidance Written later 2.02

GeneDx reported first-quarter 2026 revenue of $102.3 million, up 17% year over year, but lowered its full-year 2026 revenue guidance to $475 million to $490 million from $540 million to $555 million. The company also reported a GAAP net loss of $63.3 million, including a $31.3 million impairment loss, which matters to shareholders because the revenue outlook has been reset and the quarter swung from a year-earlier adjusted profit to an adjusted loss.

  • Q1 2026 revenue was $102.3 million, up 17% from $87.1 million a year earlier; exome and genome test revenue rose 27% to $90.6 million.
  • Full-year 2026 revenue guidance was updated to $475 million to $490 million, down from the previous $540 million to $555 million.
  • GAAP net loss was $63.3 million, or $2.16 per share, including a $31.3 million impairment loss; adjusted net loss was $8.2 million versus adjusted net income of $9.2 million in Q1 2025.
  • Cash, cash equivalents, marketable securities and restricted cash totaled $171.7 million as of March 31, 2026.
Read the filing on SEC.gov ↗
VVXV2X, Inc. May 4, 4:07 PM ET

V2X raises 2026 guidance as first-quarter revenue rises 23% to $1.25 billion

Positive guidance Written later 2.02

V2X reported first-quarter 2026 revenue of $1.25 billion, up 23% from a year earlier, and net income of $18.9 million, or $0.60 per diluted share, compared with $8.1 million, or $0.25 per diluted share, a year earlier. The company raised its full-year 2026 guidance ranges for revenue, adjusted EBITDA, adjusted diluted EPS and adjusted operating cash flow, which matters to shareholders because it changes the company's stated expectations for the year.

  • First-quarter revenue of $1.25 billion, up 23% year over year; adjusted diluted EPS of $1.53, up 55%
  • Updated 2026 revenue guidance of $4,825 million to $4,975 million, up from $4,675 million to $4,825 million
  • Updated 2026 adjusted diluted EPS guidance of $5.75 to $6.15, up from $5.50 to $5.90
  • Net debt of $895.4 million at the end of the first quarter; net cash used by operating activities was $129.9 million
Read the filing on SEC.gov ↗

NHI Q1 diluted EPS rises 10.8% to $0.82, but 2026 FFO guidance is cut to $4.74-$4.79

Mixed guidance Written later 2.02

National Health Investors reported first quarter 2026 results, with diluted earnings per share up 10.8% to $0.82 and NAREIT FFO per diluted share up 7.9% to $1.23. The REIT also lowered its full-year 2026 NAREIT and Normalized FFO per diluted share guidance from $4.94-$4.99 to $4.74-$4.79, and the release says the updated range reflects assumptions including the timing of certain transactions.

  • Diluted EPS was $0.82 for the quarter ended March 31, 2026, versus $0.74 a year earlier, including $2.6 million of gains on property dispositions.
  • NAREIT FFO per diluted share was $1.23, versus $1.14 a year earlier; Normalized FAD rose 11.6% to $62.5 million.
  • 2026 NAREIT FFO and Normalized FFO per diluted share guidance was cut to $4.74-$4.79 from $4.94-$4.99.
  • The pending sale of the NHC leased portfolio for $560.0 million in net cash consideration is expected to close on July 1, 2026.
Read the filing on SEC.gov ↗

Sterling raises 2026 guidance after Q1 revenue rises 92% to $825.7 million

Positive guidance Written later 2.027.01

Sterling Infrastructure reported first quarter 2026 revenue of $825.7 million, up 92%, and net income of $96.0 million, or $3.09 per diluted share, up 141%. The company raised its full year 2026 guidance, now calling for revenue of $3.70 billion to $3.80 billion and diluted EPS of $16.50 to $17.15, with the CEC acquisition a major contributor to growth.

  • Q1 2026 revenue of $825.7 million, up 92%; CEC contributed $156.1 million
  • Net income of $96.0 million, or $3.09 per diluted share; adjusted diluted EPS of $3.59, up 120%
  • Full year 2026 guidance: revenue of $3.70 billion to $3.80 billion; adjusted diluted EPS of $18.40 to $19.05
  • Building Solutions adjusted operating income fell 42%, and management expects challenging conditions through 2026
Read the filing on SEC.gov ↗

Inspire Medical Systems cuts 2026 revenue outlook to $825 million-$875 million

Mixed guidance Written later 2.027.01

Inspire Medical Systems reported first-quarter 2026 revenue of $204.6 million, up 1.6% from a year earlier, but posted a net loss of $11.3 million, or $(0.39) per diluted share, compared with earnings of $0.10 per diluted share a year earlier. The company lowered its full-year 2026 revenue outlook to $825 million-$875 million, a decline of 4% to 10% from 2025, and said it expects coding and reimbursement uncertainty for Inspire V to persist through the rest of 2026.

  • Q1 2026 revenue rose 1.6% to $204.6 million; GAAP diluted EPS was $(0.39) versus $0.10 a year earlier.
  • Adjusted diluted EPS was $0.10; the company reported a $11.3 million net loss, which includes a $13.1 million tax impact of stock-based compensation.
  • 2026 revenue guidance revised to $825 million-$875 million; diluted EPS guidance of $0.07-$0.62 and adjusted diluted EPS guidance of $0.75-$1.25.
  • Management expects to return to revenue growth in 2027; the earnings call is set for 5:00 p.m. Eastern Time on May 4, 2026.
Read the filing on SEC.gov ↗

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.