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).
Excelerate Energy reported first quarter 2026 revenue of $433.4 million, up from $315.1 million a year earlier, but diluted EPS fell to $0.37 from $0.46 and net income slipped to $50.0 million from $52.1 million. The company revised its full-year 2026 Adjusted EBITDA guidance to $480 million to $510 million because the Iraq LNG import terminal startup is now expected in 2027 rather than the third quarter of 2026, which shareholders will weigh against the company's new Jordan deployment.
Q1 2026 revenue $433.4 million versus $315.1 million in Q1 2025; Adjusted EBITDA $122.2 million versus $100.4 million
Diluted EPS $0.37 versus $0.46 a year earlier; net income $50.0 million versus $52.1 million
2026 Adjusted EBITDA guidance now $480 million to $510 million; committed growth capital $270 million to $300 million
Quarterly dividend of $0.08 per share payable June 4, 2026; FSRU Excelerate Acadia to deploy to Jordan under a nine-month charter
Phibro Animal Health reported results for the quarter ended March 31, 2026, with net sales of $383.5 million, up 10%, and net income of $24.0 million, up 15%. The company raised the lower end of several fiscal 2026 guidance ranges, resulting in higher midpoints, and guides to net sales of $1.46 billion to $1.50 billion and adjusted EBITDA of $247 million to $255 million. For shareholders, the filing shows higher sales and profit and a higher outlook for the fiscal year ending June 30, 2026, though Performance Products sales fell 17%.
Quarterly net sales of $383.5 million, up $35.7 million or 10%; Animal Health sales rose 13% to $291.2 million
Net income of $24.0 million, up 15%; diluted EPS of $0.59 versus $0.51 a year earlier
Fiscal 2026 guidance: net sales of $1.46 billion to $1.50 billion, adjusted EBITDA of $247 million to $255 million, and diluted EPS of $2.25 to $2.44
Revolving credit facility increased by $125 million to $435 million on April 28, 2026
Eversource reported first-quarter 2026 GAAP earnings of $606.8 million, or $1.61 per share, up from $1.50 a year earlier, after a $43.9 million after-tax charge tied to a FERC return-on-equity decision. The company also cut its 2026 non-GAAP recurring earnings guidance to $4.57 to $4.72 per share from $4.80 to $4.95, which matters to shareholders because it lowers expected earnings for the year.
Q1 2026 GAAP earnings were $606.8 million, or $1.61 per share, versus $550.8 million, or $1.50 per share, in Q1 2025
Non-GAAP recurring earnings were $1.73 per share, excluding the $0.12 per share FERC ROE refund charge
2026 non-GAAP recurring EPS guidance revised to $4.57 to $4.72 from $4.80 to $4.95, following a FERC order that cut the New England transmission base ROE from 10.57% to 9.57%
Board approved a common dividend of $0.7875 per share, payable June 30, 2026, to holders of record as of May 18, 2026
Matador Resources reported first-quarter 2026 production of 207,594 barrels of oil equivalent per day, above its guided range of 201,000 to 205,000, and raised its full-year 2026 oil and total production guidance while keeping its total capital spending range of $1.45 to $1.55 billion unchanged. The company also said it expects to fully repay its reserve-based lending facility later in May 2026, which it says would lift liquidity to $2.2 billion, though first-quarter natural gas prices fell 82% year over year.
Q1 2026 total production of 207,594 BOE per day, up 5% from Q1 2025, and oil production of 120,277 barrels per day
2026 oil production guidance raised to 123,000 to 125,000 barrels per day from 122,000 to 124,000; total guidance raised to 210,500 to 216,000 BOE per day
Operating expense guidance raised to $31.00 to $33.00 per BOE from $30.00 to $31.00; Q1 realized natural gas price was $0.64 per Mcf versus $3.56 a year earlier
Company expects 2026 adjusted free cash flow of $1.1 to $1.2 billion and has paid down over $350 million on its reserve-based lending facility since year-end 2025
Axon reported first-quarter 2026 revenue of $807 million, up 34% year over year, and raised its full-year 2026 revenue growth outlook to 30% to 32% from 27% to 30%. Net income rose to $169 million from $88 million, but gross margin fell 150 basis points and operating cash flow was an outflow of $32 million, so shareholders face stronger growth and profit alongside weaker margins and cash flow in the quarter.
Q1 2026 revenue of $807 million, up 34% year over year; Software & Services revenue of $355 million, up 35%
Net income of $169 million, or $2.05 per diluted share, versus $88 million a year earlier; non-GAAP net income of $133 million
Full-year 2026 revenue growth outlook raised to 30% to 32% from 27% to 30%; Adjusted EBITDA margin outlook of 25.5% unchanged
Total gross margin of 59.1%, down 150 basis points year over year; operating cash outflow of $32 million
ADMA Biologics reported first-quarter 2026 revenue of $114.5 million, essentially flat from $114.8 million a year earlier, while GAAP net income rose 68% to $45.3 million, driven mainly by a shift from BIVIGAM to ASCENIV. The company issued FY 2026 guidance of $530 million to $560 million in total revenue and withdrew its previously provided long-term guidance, citing competitive pressure in the U.S. plasma-derived therapy and immunoglobulin market.
Q1 2026 total revenue $114.5 million vs. $114.8 million in Q1 2025; BIVIGAM revenue fell 54% to $15.4 million, while ASCENIV rose 28% to $97.5 million.
Q1 2026 GAAP net income $45.3 million, up from $26.9 million; Adjusted Net Income $40.7 million, up 22%; Adjusted EBITDA $59.7 million, up 24%.
FY 2026 guidance: total revenue $530 million to $560 million; Adjusted Net Income $170 million to $200 million; Adjusted EBITDA $265 million to $300 million.
Audit Committee review following allegations of channel stuffing and undisclosed related party transactions concluded that ADMA did not engage in either, and found no evidence of illegal activity.
Dutch Bros reported first-quarter 2026 results on May 6, 2026, with total revenues up 30.8% to $464.4 million and net income of $23.7 million, compared with $22.5 million a year earlier. The company raised its full-year 2026 guidance for total revenues, same shop sales growth, adjusted EBITDA and shop openings, while capital expenditure guidance was unchanged.
Total revenues grew 30.8% to $464.4 million from $355.2 million in the first quarter of 2025.
Net income was $23.7 million versus $22.5 million; diluted EPS was $0.13 in both periods.
Adjusted EBITDA grew 26.2% to $79.4 million from $62.9 million.
2026 guidance now calls for total revenues of $2.05 billion to $2.08 billion, adjusted EBITDA of $370 million to $380 million, same shop sales growth of 4% to 6%, and at least 185 total shop openings.
Vanda reported first-quarter 2026 total revenue of $51.7 million, up 3% from $50.0 million a year earlier, led by 26% growth in Fanapt net product sales. The net loss widened to $48.6 million, or $0.82 per share, from $29.5 million, or $0.50 per share, as operating expenses rose, and the company raised its full-year 2026 total revenue guidance to $240 million to $290 million from $230 million to $260 million, including $10 million to $30 million from the newly launched NEREUS.
Q1 2026 total net product sales were $51.7 million, up 3% from $50.0 million in Q1 2025; Fanapt rose 26% to $29.6 million while HETLIOZ fell 24% to $15.9 million.
Net loss was $48.6 million ($0.82 per diluted share) versus $29.5 million ($0.50 per share) in Q1 2025; selling, general and administrative expense rose to $68.4 million from $50.1 million.
Full-year 2026 total revenue guidance was raised to $240 million to $290 million from $230 million to $260 million, with NEREUS expected to contribute $10 million to $30 million.
Cash, cash equivalents and marketable securities totaled $202.3 million as of March 31, 2026, down $61.5 million in the quarter.
CoreCivic reported first-quarter 2026 net income of $37.9 million, or $0.38 per diluted share, up from $25.1 million, or $0.23, a year earlier, on revenue of $614.7 million. It raised full-year 2026 diluted EPS guidance to $1.51 to $1.61 from $1.49 to $1.59, and said the update includes its April 1, 2026 acquisition of Clinical Solutions Pharmacy, with an initial price of approximately $148.0 million.
Q1 2026 revenue was $614.7 million, up 25.8% from the prior year quarter; net income was $37.9 million, up 51.0%.
Adjusted diluted EPS was $0.40, up 73.9%, excluding $2.4 million of merger and acquisition expenses.
Full-year 2026 diluted EPS guidance was raised to $1.51 to $1.61; adjusted EBITDA guidance is $453.8 million to $461.8 million, up from $437.0 million to $445.0 million.
Guidance reflects a recent decrease in nationwide ICE populations, which the company says it believes is temporary.
Clean Harbors reported first-quarter 2026 revenue of $1.46 billion, up from $1.43 billion a year earlier, and net income of $63.2 million, or $1.19 per diluted share, versus $1.09 a year earlier. The company raised the midpoint of its 2026 Adjusted EBITDA guidance by $40 million and its adjusted free cash flow guidance by $10 million, though first-quarter adjusted free cash flow was negative $75.8 million.
Q1 revenue was $1.46 billion versus $1.43 billion in Q1 2025; income from operations rose 7% to $118.9 million.
Q1 net income was $63.2 million, or $1.19 per diluted share, versus $58.7 million, or $1.09 per share, a year earlier.
Full-year 2026 Adjusted EBITDA guidance is $1.24 billion to $1.30 billion, with the midpoint raised by $40 million.
Full-year 2026 adjusted free cash flow guidance is $490 million to $550 million, with the midpoint raised by $10 million; Q1 adjusted free cash flow was negative $75.8 million.
908 Devices reported first quarter 2026 revenue of $13.4 million, up 14% year over year, and raised its full-year 2026 revenue outlook to $67.0 million to $70.0 million. Net loss from continuing operations widened to $12.0 million from $9.8 million, largely due to a noncash $6.4 million charge tied to contingent consideration. The company also completed its acquisition of NIRLAB SA, a Swiss narcotics-detection company, on May 4, 2026, for a headline price of $15 million, partly paid in company shares.
Q1 2026 revenue was $13.4 million, up 14% from the prior year period; net loss from continuing operations was $12.0 million, versus $9.8 million a year earlier.
2026 revenue guidance was raised to $67.0 million to $70.0 million, representing 19% to 25% growth over 2025 revenue.
NIRLAB acquisition closed May 4, 2026: $15 million headline price, including $13 million in cash and 293,368 company shares, with up to $8 million more in shares tied to revenue milestones by December 31, 2027.
Shares issued to NIRLAB sellers and option holders are subject to a 180-day lock-up period, per the filing.
Spire reported fiscal second-quarter 2026 adjusted earnings from continuing operations of $223.7 million ($3.76 per share), up from $189.3 million ($3.17 per share) a year earlier, on operating revenues of $1,020.0 million, up from $976.4 million. The company lowered its fiscal 2026 adjusted earnings guidance from continuing operations to $3.90-$4.10 per share, citing lower Missouri weather-related usage, which matters to shareholders because it reduces the earnings outlook for the current year even though the quarter improved.
Q2 adjusted EPS $3.76 vs. $3.17 a year ago; GAAP diluted EPS from continuing operations $3.51 vs. $3.17
Operating revenues $1,020.0 million vs. $976.4 million; Gas Utility adjusted earnings $234.8 million vs. $195.2 million
Fiscal 2026 adjusted EPS guidance from continuing operations updated to $3.90-$4.10, reflecting lower weather-related usage
Fiscal 2027 adjusted EPS guidance of $5.40-$5.60 reaffirmed; Piedmont Tennessee acquisition completed March 31, 2026
SharkNinja reported first quarter 2026 net sales up 15.6% to $1,412.8 million and net income up 3.1% to $121.5 million, with GAAP diluted EPS of $0.85. The company raised its fiscal 2026 outlook for net sales and Adjusted Net Income per diluted share and Adjusted EBITDA, while GAAP net income margin and gross margin declined.
Net sales rose 15.6% to $1,412.8 million; Adjusted Net Income rose 25.1% to $154.8 million
GAAP net income per diluted share was $0.85, up 2.4% from $0.83; gross margin fell 10 basis points to 49.2%
Fiscal 2026 outlook raised: net sales growth of 11.5% to 12.5% and Adjusted Net Income per diluted share of $6.00 to $6.10
Cash used in operating activities was $156.3 million in the quarter, compared with $54.9 million a year earlier
Kennametal reported fiscal 2026 third-quarter sales of $593 million, up 22% from a year earlier, and diluted EPS of $0.75 versus $0.41. The company raised its full-year sales and adjusted EPS outlook, citing the unprecedented rise in tungsten pricing and stronger volume, but year-to-date operating cash flow fell to $70 million from $130 million, mainly due to higher inventory.
Q3 sales of $593 million rose 22% (19% organic); operating income was $79 million, a 13.4% margin, versus $44 million a year earlier
Diluted EPS was $0.75 versus $0.41; adjusted EPS was $0.77 versus $0.47 in the prior-year quarter
Full-year fiscal 2026 outlook raised: sales of $2.33 to $2.35 billion and adjusted EPS of $3.75 to $4.00
Nine-month free operating cash flow was $18 million versus $63 million; quarterly dividend of $0.20 per share is payable May 26, 2026
Cencora reported fiscal second-quarter results for the period ended March 31, 2026, with revenue up 3.8% year over year to $78.4 billion and adjusted diluted EPS up 7.5% to $4.75. GAAP diluted EPS of $8.40 was boosted by a $1.1 billion remeasurement gain tied to its OneOncology acquisition. The company raised its fiscal 2026 adjusted diluted EPS guidance to $17.65 to $17.90 and expects to repurchase $1 billion in shares by the end of calendar 2026.
Revenue of $78.4 billion, up 3.8% year over year; adjusted diluted EPS of $4.75 vs. $4.42 a year earlier
GAAP diluted EPS of $8.40 vs. $3.68 a year earlier, including a $1.1 billion gain on the OneOncology remeasurement
Fiscal 2026 adjusted diluted EPS guidance raised to $17.65 to $17.90 from $17.45 to $17.75
Cencora expects to repurchase $1 billion in shares by end of calendar 2026; quarterly dividend of $0.60 per share payable June 1, 2026
Freshpet reported first-quarter 2026 net sales of $297.6 million, up 13.1% from a year earlier, and net income of $48.5 million, compared with a net loss of $12.7 million in the prior-year quarter. The net income figure includes a $62.0 million gain on the sale of an equity investment, and the company raised its full-year 2026 net sales growth guidance while leaving its Adjusted EBITDA guidance unchanged.
Net sales rose to $297.6 million, up 13.1%, driven by volume gains of 14.6% and offset by unfavorable price/mix of 1.5%.
Net income was $48.5 million, including a $62.0 million gain on equity investment; Adjusted EBITDA was $37.9 million versus $35.5 million a year earlier, with the Adjusted EBITDA margin at 12.7% versus 13.5%.
Full-year 2026 net sales growth guidance was raised to 8% to 11%, from 7% to 10%; Adjusted EBITDA guidance of $205 million to $215 million was unchanged.
Cash and cash equivalents were $381.4 million at March 31, 2026, after $95.5 million of proceeds from the equity investment sale.
GEO Group reported first-quarter 2026 revenue of $705.2 million, up 17% from a year earlier, and net income attributable to GEO Operations of $38.3 million, or $0.29 per diluted share, versus $0.14 a year earlier. The company raised its full-year 2026 guidance for revenue, net income per share and Adjusted EBITDA, which points to stronger expected earnings for shareholders.
Q1 2026 revenue of $705.2 million, up from $604.6 million in Q1 2025
Q1 2026 Adjusted EBITDA of $131.4 million, up 32% from $99.8 million
FY2026 guidance raised to $2.95-$3.10 billion revenue, $1.15-$1.25 diluted EPS and $525-$545 million Adjusted EBITDA
Q2 2026 guidance of $0.25-$0.29 diluted EPS on quarterly revenue of $715-$725 million; company repurchased about 3.6 million shares for $50 million in Q1
CLEAR Secure reported first-quarter 2026 revenue of $253.0 million, up 19.7% from a year earlier, and net income of $56.4 million, up from $38.6 million. The company raised its full-year 2026 free cash flow guidance to at least $465 million from at least $440 million, and it expects second-quarter revenue of $268 million to $271 million.
Q1 2026 revenue of $253.0 million, up 19.7% year over year; Total Bookings of $291.7 million, up 40.8%
Net income of $56.4 million, versus $38.6 million a year earlier; diluted EPS of $0.38, versus $0.26
Full-year 2026 free cash flow guidance raised to at least $465 million from at least $440 million
Second-quarter 2026 revenue guidance of $268 million to $271 million, and a quarterly dividend of $0.15 per share payable June 24, 2026
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.