1,601 material Form 8-K filings that 1,278 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).
Centrus Energy reported first-quarter 2026 revenue of $76.7 million, up 5% from a year earlier, but GAAP net income fell to $10.0 million from $27.2 million as advanced technology costs rose. The company raised its full-year 2026 revenue guidance, which it attributes to commercial progress, and expects total capital deployment of $350 million to $500 million for the year.
Q1 2026 revenue was $76.7 million, up $3.6 million (5%) from $73.1 million in Q1 2025.
GAAP net income was $10.0 million, down from $27.2 million; adjusted net income was $23.5 million, down from $28.6 million.
Full-year 2026 revenue guidance was raised to $450 million to $500 million from $425 million to $475 million.
Total capital deployment for 2026 is expected to be $350 million to $500 million.
California Resources reported a first-quarter 2026 net loss of $711 million, driven mainly by a non-cash loss on commodity derivatives, compared with net income of $115 million in the first quarter of 2025. It also raised its 2026 adjusted EBITDAX guidance by 42% to a midpoint of $1,450 million, citing higher oil prices, more drilling and merger synergies, which matters to shareholders because it signals stronger expected cash generation even as reported results were hit by the derivative loss.
Q1 2026 net loss of $711 million, or $(8.02) per diluted share; adjusted net income was $79 million, or $0.88 per diluted share
Q1 2026 adjusted EBITDAX of $304 million; 2026 adjusted EBITDAX guidance raised to $1,400 million to $1,500 million
Board declared a quarterly dividend of $0.405 per share, payable June 18, 2026 to holders of record on May 29, 2026
Everus reported first-quarter 2026 revenue of $1.04 billion, up 25.4%, and net income of $58.3 million, up 58.9%, with diluted EPS of $1.14 compared with 72 cents a year earlier. The company raised its 2026 revenue and EBITDA guidance, citing the first-quarter results and its SE&M Constructors acquisition, which it said closed in the second quarter.
Revenue of $1.04 billion versus $826.6 million; E&M revenue rose 28.8% and T&D revenue rose 10.5%.
Net income of $58.3 million, or $1.14 diluted EPS, versus $36.7 million, or 72 cents, a year earlier.
2026 revenue guidance raised to $4.3 billion to $4.4 billion from $4.1 billion to $4.2 billion; EBITDA guidance raised to $345 million to $360 million from $320 million to $335 million.
SE&M acquisition announced April 2 for $158 million, subject to closing adjustments; backlog was $3.68 billion as of March 31, 2026.
Celanese reported first quarter 2026 GAAP diluted EPS from continuing operations of $0.41 and adjusted EPS of $0.85, compared with $(0.17) and $0.54 a year earlier. Net sales were $2.3 billion, down from $2.4 billion a year earlier but up 6 percent sequentially, and the company raised its full-year free cash flow outlook to $700 million to $800 million, which matters to shareholders because it points to expected cash generation and deleveraging. The company also guided second-quarter adjusted EPS to $2.00 to $2.40.
Adjusted EPS of $0.85 versus $0.54 in Q1 2025; GAAP diluted EPS from continuing operations of $0.41 versus $(0.17)
Net sales of $2.3 billion, up 6 percent sequentially from $2.2 billion in Q4 2025 and down from $2.4 billion in Q1 2025
Full-year 2026 free cash flow outlook raised to $700 million to $800 million
Q2 2026 adjusted EPS expected at $2.00 to $2.40; about $3.00 expected for second half of 2026
Jack Henry & Associates reported fiscal third-quarter 2026 results for the quarter ended March 31, 2026, with GAAP revenue up 8.7% to $636.2 million and GAAP operating income up 11.8%. The company said it increased its full-year non-GAAP revenue, non-GAAP margin expansion and GAAP EPS guidance, while noting expected relative weakness in non-GAAP revenue and margins in fiscal Q4.
GAAP diluted EPS was $1.71 for the quarter, up 12.2% from $1.52 a year earlier; non-GAAP adjusted revenue rose 7.3%.
Fiscal 2026 GAAP EPS guidance is $6.78 to $6.87, and GAAP revenue guidance is $2,521 million to $2,533 million.
The company repurchased $159 million of stock in the quarter at an average of $162 per share, and $284 million year to date.
Cash and cash equivalents were $21 million at March 31, 2026, and credit facility borrowings were $90 million, down from $170 million a year earlier.
Healthpeak reported first-quarter 2026 diluted EPS of $0.28, up from $0.06 a year earlier, while diluted Nareit FFO fell to $0.42 per share from $0.45. The company raised its full-year 2026 diluted EPS guidance to $0.46 to $0.50 from $0.34 to $0.38 and lowered its Nareit FFO guidance to $1.68 to $1.72 from $1.70 to $1.74, while raising FFO as Adjusted guidance and reaffirming same-store NOI growth.
Q1 2026 diluted EPS $0.28 vs. $0.06 in Q1 2025; diluted Nareit FFO $0.42 vs. $0.45; diluted FFO as Adjusted $0.45 vs. $0.46.
2026 diluted EPS guidance raised to $0.46 to $0.50 from $0.34 to $0.38.
2026 Nareit FFO guidance lowered to $1.68 to $1.72 from $1.70 to $1.74; FFO as Adjusted guidance raised to $1.71 to $1.75 from $1.70 to $1.74.
Janus Living IPO in March 2026 generated approximately $880 million of net proceeds; Healthpeak owns 81.6% of Janus Living.
Dave Inc. reported first-quarter 2026 revenue of $158.4 million, up 47% from a year earlier, and GAAP net income of $57.9 million, up 101%. It raised its full-year 2026 revenue, adjusted EBITDA and adjusted diluted EPS guidance and repurchased $194.9 million of shares in the quarter. Provision for credit losses rose to $26.6 million from $10.6 million, which the company attributed to quarter-end timing.
Q1 2026 revenue was $158.4 million, up from $108.0 million, and GAAP net income was $57.9 million, up from $28.8 million.
Adjusted EBITDA was $69.3 million, up 57%, and adjusted diluted EPS was $3.64, up 64%.
2026 revenue guidance rose to $710 million to $720 million from $690 million to $710 million; adjusted diluted EPS guidance rose to $16.25 to $16.75 from $14.00 to $15.00.
Share repurchases totaled $194.9 million in Q1, and $113.3 million remained under the existing authorization as of the release.
DaVita reported first-quarter 2026 revenue of $3.416 billion, up from $3.224 billion a year earlier, and operating income of $482 million, up from $439 million. It also raised its 2026 adjusted diluted EPS guidance to $14.10 to $15.20 from $13.60 to $15.00, which matters to shareholders because it signals higher expected profit for the year. Compared with the fourth quarter of 2025, revenue and operating income were lower.
Q1 2026 diluted EPS from continuing operations was $2.87, versus $2.00 in Q1 2025 and $2.94 in Q4 2025.
2026 adjusted operating income guidance rose to $2,150 million to $2,250 million from $2,085 million to $2,235 million.
Free cash flow guidance for 2026 was unchanged at $1,000 million to $1,250 million.
The company repurchased 3.0 million shares for $403 million in Q1 2026 and 2.0 million more shares for $302 million from April 1 through May 5, 2026.
Veracyte reported first-quarter 2026 total revenue of $139.1 million, up 21% from a year earlier, and GAAP net income of $28.7 million, compared with $7.0 million in the first quarter of 2025. The company raised its 2026 total revenue guidance to $582 million to $592 million and its adjusted EBITDA margin guidance to greater than 26%, which shareholders may view as a sign that growth is running ahead of earlier expectations.
Total revenue was $139.1 million, up 21% from $114.5 million; testing revenue was $135.1 million, up 26%.
GAAP net income was $28.7 million, or $0.35 per diluted share, versus $7.0 million, or $0.09 per diluted share, a year earlier.
2026 total revenue guidance was raised to $582 million to $592 million from $570 million to $582 million.
Adjusted EBITDA margin guidance was raised to greater than 26% from approximately 25%.
QuidelOrtho reported first-quarter 2026 revenue of $619.8 million, down from $692.8 million a year earlier, and a GAAP net loss of $91.8 million, or $1.35 per share. The company cut its full-year 2026 guidance for revenue, adjusted EBITDA, adjusted diluted earnings per share and free cash flow, citing a weaker respiratory season and China and Middle East disruptions.
Q1 2026 total revenue was $619.8 million, down 10.5% from $692.8 million; Point of Care revenue fell 34.0% to $112.8 million.
GAAP net loss was $91.8 million, or $1.35 per diluted share, compared with a net loss of $12.7 million, or $0.19 per share, a year earlier.
Adjusted diluted loss per share was $0.04, compared with adjusted diluted earnings of $0.74 in the prior-year quarter.
2026 guidance now calls for adjusted EBITDA of $615 million to $630 million (previously $630 million to $670 million) and adjusted diluted EPS of $1.80 to $2.00 (previously $2.00 to $2.42).
Assurant reported first-quarter 2026 GAAP net income of $274.1 million, up 87% from $146.6 million a year earlier, and raised its full-year 2026 outlook. The company now expects share repurchases of $300 million to $350 million this year, at the upper end of its prior guidance.
GAAP net income per diluted share was $5.41, up 91% from $2.83; adjusted earnings per diluted share excluding reportable catastrophes rose 9% to $6.33 from $5.79.
Reportable catastrophes totaled $24.4 million in the quarter, down from $157.0 million in first-quarter 2025.
2026 outlook: Adjusted EBITDA and adjusted EPS, both excluding reportable catastrophes, now expected to grow low single digits, or high single digits on an underlying basis.
$620 million remains under the current share repurchase authorization after $30 million of buybacks from April 1 through May 1, 2026.
Sunstone Hotel Investors reported first-quarter 2026 net income attributable to common stockholders of $16.0 million, or $0.08 per diluted share, up from $1.3 million, or $0.01, a year earlier, and raised its full-year 2026 guidance for net income and Adjusted FFO per share. The company said it repurchased $49.2 million of common and preferred stock from the start of 2026 through May 1, 2026. General Counsel David Klein will leave the company effective May 31, 2026, as part of an executive restructuring.
Q1 2026 net income attributable to common stockholders was $16.0 million, or $0.08 per diluted share, versus $1.3 million, or $0.01, in Q1 2025.
RevPAR for all hotels rose 14.6% to $255.04; excluding Andaz Miami Beach, RevPAR rose 5.7%.
Full-year 2026 net income per diluted share guidance is now $0.11 to $0.18, up from $0.02 to $0.16; Adjusted FFO per diluted share guidance is now $0.88 to $0.96, up from $0.81 to $0.94.
General Counsel David Klein departs May 31, 2026, with a cash payment of $1,500,000 less the value of accelerated stock awards, plus accelerated vesting of awards covering 73,920 shares.
TransDigm reported second-quarter fiscal 2026 net sales of $2,544 million, up 18%, and net income of $536 million, up 12%. The company raised its full-year fiscal 2026 guidance at the midpoint for sales, EBITDA As Defined and adjusted earnings per share, while noting that net income guidance is roughly flat versus fiscal 2025 due to higher interest expense.
Q2 earnings per share were $9.20, up 12%; adjusted earnings per share were $9.85, up 8% from $9.11.
Fiscal 2026 sales guidance midpoint rose $420 million; EBITDA As Defined guidance midpoint rose $210 million.
Adjusted EPS guidance midpoint rose $1.14 to a range of $38.83 to $40.21.
Net income guidance of $2,026 million to $2,106 million implies a 0.4% decrease at the midpoint versus fiscal 2025.
IQVIA reported first-quarter 2026 revenue of $4,151 million, up 8.4% from a year earlier, and GAAP diluted EPS of $1.61 versus $1.40. The company raised its full-year 2026 adjusted diluted EPS guidance to $12.65-$12.95 while reaffirming its revenue and Adjusted EBITDA guidance, and it repurchased $552 million of its stock during the quarter.
Q1 2026 revenue $4,151 million, up 8.4% reported and 6.0% at constant currency; GAAP net income $274 million versus $249 million a year earlier
Adjusted diluted EPS $2.90, up 7.4% year-over-year; GAAP diluted EPS $1.61 versus $1.40
Full-year 2026 adjusted diluted EPS guidance raised to $12.65-$12.95; revenue guidance of $17,150-$17,350 million and Adjusted EBITDA guidance of $3,975-$4,025 million reaffirmed
Free cash flow $491 million, up 15%; $552 million of common stock repurchased in the quarter, with $1,217 million of authorization remaining as of March 31, 2026
Enpro reported first-quarter 2026 sales of $303.0 million, up 10.9%, with net income of $27.4 million versus $24.5 million and diluted EPS of $1.29 versus $1.15. The company raised its full-year 2026 guidance, now expecting revenue growth of 10% to 14%, adjusted EBITDA of $315 million to $330 million, and adjusted diluted EPS of $8.85 to $9.50, up from the prior ranges.
Q1 2026 sales of $303.0 million, up 10.9%; net income $27.4 million versus $24.5 million
Adjusted diluted EPS guidance raised to $8.85 to $9.50 from $8.50 to $9.20
Adjusted EBITDA guidance raised to $315 million to $330 million from $305 million to $320 million
Quarterly dividend of $0.32 per share payable June 17, 2026, to holders of record as of June 3, 2026
OPENLANE reported first quarter 2026 revenue of $527.9 million, up 15% from $460.1 million a year earlier, with net income of $48.9 million, up from $36.9 million. The company raised its full-year 2026 guidance, lifting its net income range to $147 million-$164 million and its Adjusted EBITDA range to $365 million-$385 million, which means higher expected profit for shareholders.
Q1 2026 revenue $527.9 million vs. $460.1 million in Q1 2025 (up 15%); auction and related fees rose 22% to $241.8 million
Q1 2026 net income $48.9 million vs. $36.9 million; diluted EPS $0.35 vs. $0.18
Q1 2026 Adjusted EBITDA $96.7 million vs. $82.8 million (up 17%)
2026 guidance raised: net income $147 million-$164 million (from $130 million-$147 million); Adjusted EBITDA $365 million-$385 million (from $350 million-$370 million)
Life Time reported first-quarter 2026 revenue of $788.7 million, up 11.7%, and net income of $88.1 million, up 15.8%, with diluted EPS of $0.39. The company raised its full-year 2026 guidance, including net income of $340 million to $345 million, up from $330 million to $336 million. Free cash flow was negative $61.2 million in the quarter as total capital expenditures rose 82.5%.
2026 revenue guidance raised to $3.320 billion to $3.350 billion; Adjusted EBITDA guidance raised to $925 million to $940 million
Total capital expenditures $260.0 million in Q1, up 82.5%; free cash flow was negative $61.2 million
Sale-leaseback guidance raised to about $400 million from $300 million; April 29-30 transactions netted about $200 million
ADM reported first-quarter 2026 results on May 5, 2026, with GAAP EPS of $0.62 and adjusted EPS of $0.71, both slightly above the prior year, and revenue of $20.49 billion. The company raised its full-year 2026 adjusted EPS guidance to $4.15 to $4.70, citing expected earnings improvement in crushing and ethanol after the finalization of the 2026 and 2027 renewable volume obligations. The Ag Services and Oilseeds segment's operating profit fell 34%, mainly due to about $275 million of net negative mark-to-market and timing impacts.
Q1 2026 GAAP EPS was $0.62 versus $0.61 a year earlier; adjusted EPS was $0.71 versus $0.70.
Revenue was $20.49 billion versus $20.18 billion; net earnings attributable to ADM were $298 million versus $295 million.
2026 adjusted EPS guidance is $4.15 to $4.70, up from the prior $3.60 to $4.25 range.
Ag Services and Oilseeds segment operating profit fell 34% to $273 million, mainly from mark-to-market and timing impacts of about $275 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.