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).
Grainger reported first-quarter 2026 sales of $4.7 billion, up 10.1%, and diluted EPS of $11.65, up 18.2% from a year earlier. The company raised its full-year 2026 guidance, including diluted adjusted EPS of $44.25 to $46.25, up from $42.25 to $44.75, and announced a 10% quarterly dividend increase.
Q1 2026 sales were $4.7 billion, up 10.1%, or 12.2% on a daily, organic constant currency basis
Diluted EPS was $11.65, up 18.2%, and operating margin was 16.7%, up 110 basis points
Updated 2026 diluted adjusted EPS guidance is $44.25 to $46.25, versus the prior $42.25 to $44.75
Quarterly dividend increased 10%; first-quarter operating cash flow was $739 million
Concentra Group Holdings Parent reported first-quarter 2026 revenue of $569.6 million, up 13.7%, and net income of $52.3 million, up 28.7%, with earnings per share of $0.39 versus $0.30 a year earlier. The company raised its full-year 2026 guidance and declared a $0.0625 per share cash dividend, while repurchasing $15.0 million of its shares in the quarter. The filing does not state the prior guidance, so the size of the raise cannot be measured from it.
Net income of $52.3 million, up 28.7% from $40.6 million; earnings per share of $0.39 versus $0.30
Adjusted EBITDA of $120.7 million, up 17.6% from $102.7 million; free cash flow of $9.9 million versus negative $4.0 million
Raised 2026 outlook: revenue of $2.275 billion to $2.375 billion; Adjusted EBITDA of $460 million to $480 million; free cash flow of $215 million to $235 million
Cash dividend of $0.0625 per share, payable June 9, 2026, to holders of record on May 19, 2026
Mettler-Toledo reported first-quarter 2026 results on May 7, 2026, with reported sales up 7% to $947.1 million and GAAP diluted EPS of $8.33, compared with $7.81 a year earlier. Adjusted EPS rose 9% to $8.91. The company raised its full-year 2026 adjusted EPS forecast to $46.30 to $46.95 from $46.05 to $46.70, while its local currency sales growth forecast of about 4% was unchanged.
Reported sales rose 7% to $947.1 million; local currency sales rose 3%, or 1% excluding acquisitions.
GAAP diluted EPS was $8.33 versus $7.81; adjusted EPS was $8.91 versus $8.19, up 9%.
Full-year 2026 adjusted EPS forecast raised to $46.30 to $46.95 from $46.05 to $46.70.
Second-quarter 2026 adjusted EPS forecast is $10.70 to $10.85, with local currency sales growth of about 3%.
WillScot reported first quarter 2026 revenue of $549 million, down from $560 million a year earlier, and net income of $28 million, down from $43 million. The company nonetheless raised its full year 2026 outlook to $2.250 billion in revenue and $915 million in Adjusted EBITDA, citing improving demand from larger projects, while saying it has not seen improved demand across local markets.
Q1 2026 revenue $549 million vs. $560 million in Q1 2025; diluted EPS $0.15 vs. $0.23
Adjusted EBITDA $211 million vs. $229 million; Adjusted EBITDA margin 38.5% vs. 40.9%
2026 outlook raised to $2.250 billion revenue, $915 million Adjusted EBITDA and $325 million Net CAPEX
Total debt reduced by $76 million in the quarter to $3.514 billion
Clarus reported first quarter 2026 sales of $61.9 million, up 2.5%, and a net loss of $3.3 million, narrower than the $5.2 million loss a year earlier. The company also lowered its fiscal 2026 sales and adjusted EBITDA outlook and said its Board has started a review of strategic alternatives, including a possible sale of all or part of the business. The guidance cut and the review add uncertainty for shareholders, while the company reported no debt at March 31, 2026.
Q1 2026 sales were $61.9 million, up from $60.4 million; net loss narrowed to $3.3 million ($0.09 per diluted share) from $5.2 million ($0.14).
FY2026 sales outlook lowered to $245 million to $255 million from $255 million to $265 million; adjusted EBITDA outlook lowered to about $3 million to $5 million from $9 million to $11 million.
Board initiated a review of strategic alternatives with no deadline; Jefferies LLC retained as financial advisor.
Cash totaled $29.8 million at March 31, 2026, compared with $36.7 million at December 31, 2025; the company reported no debt at either date.
Callaway Golf reported first-quarter 2026 net sales of $687.5 million, up 9.2% from a year earlier, and GAAP diluted earnings per share from continuing operations of $0.38, up from $0.33. The company raised its full-year 2026 net sales and Adjusted EBITDA outlook, which matters to shareholders because it signals higher expected results for the year, though the filing notes some first-quarter timing benefits.
Net sales rose to $687.5 million from $629.6 million, with Golf Equipment up 9.5% and Apparel, Gear and Other up 8.4%.
Full-year 2026 net sales outlook raised to $2.015 billion to $2.070 billion, from $1.98 billion to $2.05 billion previously.
Full-year 2026 Adjusted EBITDA outlook raised to $211 million to $233 million, from $170 million to $195 million previously.
GAAP net income from continuing operations was $74.9 million, after a $27.7 million loss from equity method investments; the company settled $258 million of convertible notes on May 1, 2026.
CareTrust REIT reported first-quarter 2026 results that improved from a year earlier and raised its full-year 2026 guidance. Normalized FFO was $0.48 per diluted share, up from $0.42, and the company raised its quarterly dividend to $0.39 per share from $0.335. For shareholders, the filing shows higher earnings per share, a larger dividend and higher projected per-share results for 2026.
Net income attributable to CareTrust was $80.2 million, or $0.36 per diluted share, versus $0.35 a year earlier.
Normalized FFO was $107.4 million, or $0.48 per diluted share, versus $0.42 a year earlier.
2026 guidance: Normalized FFO of $2.00 to $2.04 per share and Normalized FAD of $1.98 to $2.02 per share.
Quarterly dividend increased to $0.39 per share from $0.335 per share.
Mitek Systems reported fiscal second-quarter 2026 revenue of $54.8 million, up 6% from a year earlier, and GAAP net income of $9.5 million, up from $9.2 million. The company raised its full-year fiscal 2026 revenue and adjusted EBITDA margin guidance, which points to higher expected revenue for shareholders, though GAAP gross margin fell.
Q2 revenue was $54.8 million versus $51.9 million a year ago; SaaS revenue rose 18% to $21.2 million.
GAAP net income was $9.5 million, or $0.20 per diluted share, versus $9.2 million, or $0.20, a year ago.
Fiscal 2026 total revenue guidance was raised to $189 million to $198 million; fiscal third-quarter revenue guidance is $49 million to $53 million.
GAAP gross profit margin was 78.8%, down from 81.2% a year ago; cash and investments were $77.6 million at March 31, 2026, after retiring $155 million of convertible notes.
Gilead reported first-quarter 2026 total revenue of $7.0 billion, up 4% from a year earlier, and GAAP diluted EPS of $1.61 versus $1.04. The company cut its full-year 2026 GAAP diluted EPS guidance to a loss of $(3.25) to $(2.85) from $6.75 to $7.15, citing anticipated acquired IPR&D charges of $11.5 billion and financing costs tied to the Arcellx, Ouro and Tubulis acquisitions, while raising its product sales guidance.
Q1 2026 total revenues rose 4% to $7.0 billion; GAAP diluted EPS was $1.61 versus $1.04 and non-GAAP diluted EPS was $2.03 versus $1.81.
Full-year 2026 GAAP diluted EPS guidance is $(3.25) to $(2.85), down from $6.75 to $7.15; non-GAAP guidance is $(1.05) to $(0.65), down from $8.45 to $8.85.
Full-year 2026 product sales guidance was raised to $30.0 billion to $30.4 billion from $29.6 billion to $30.0 billion.
Cash and marketable debt securities fell to $8.6 billion at March 31, 2026, from $10.6 billion at December 31, 2025; the Board declared a $0.82 quarterly dividend payable June 29, 2026.
Gen Digital reported fiscal 2026 revenue of $5,000 million, up 27%, and GAAP diluted EPS of $1.57, up 53%. It raised its fiscal 2027 guidance to revenue of $5,325 million to $5,425 million and EPS of $2.85 to $2.95. The company also disclosed a restructuring program approved May 5, 2026, with expected charges of about $50 million, which it says will be implemented over the next twelve months.
FY26 GAAP revenue of $5,000 million, up 27%; GAAP diluted EPS of $1.57, up 53%
FY26 non-GAAP diluted EPS of $2.56, up 15%; free cash flow of $1,523 million
FY27 guidance: revenue of $5,325 million to $5,425 million; EPS of $2.85 to $2.95
Restructuring program approved May 5, 2026, with about $50 million in expected charges; quarterly dividend of $0.125 per share payable June 10, 2026
Airbnb reported first-quarter 2026 revenue of $2.7 billion, up 18% year over year and above the high end of its guidance, with net income of $160 million and Adjusted EBITDA of $519 million, up 24%. The company raised its full-year 2026 revenue growth outlook to low to mid teens and expects Adjusted EBITDA Margin of at least 35%, though it noted cancellations linked to the Middle East conflict.
Q1 2026 revenue was $2.7 billion, up 18% year over year (15% excluding FX); net income was $160 million, compared with a net income margin of 6% versus 7% a year earlier.
Q2 2026 revenue is expected at $3.54 billion to $3.60 billion, up 14% to 16% year over year.
For 2026, revenue growth is now expected to accelerate to low to mid teens, and Adjusted EBITDA Margin is expected to be at least 35%.
Q1 2026 included a one-time gain of approximately $70 million from a privately-held equity investment sale, offset by a one-time adjustment of approximately $70 million to deferred tax assets.
UGI reported fiscal Q2 2026 revenue of $2,685 million, up from $2,666 million, and GAAP diluted EPS of $2.33, up from $2.19, but adjusted diluted EPS fell to $2.09 from $2.21. The company updated fiscal 2026 adjusted diluted EPS guidance to $2.75-$2.90 per share and said near-term earnings expectations had softened, while also agreeing to sell its electric division for about $470 million.
Q2 adjusted diluted EPS was $2.09 versus $2.21 a year earlier; GAAP diluted EPS was $2.33 versus $2.19.
Year-to-date GAAP diluted EPS was $3.68 versus $3.93, and adjusted diluted EPS was $3.35 versus $3.58.
Fiscal 2026 adjusted diluted EPS guidance was updated to $2.75-$2.90 per share.
Agreement to sell the electric division for about $470 million, expected to close in Q1 calendar 2027 subject to approvals.
Vericel reported first quarter 2026 total revenue of $68.4 million, up 30% from $52.6 million a year earlier, and its net loss narrowed to $6.3 million, or $0.12 per diluted share, from $11.2 million, or $0.23 per share. The company raised its full-year 2026 total revenue guidance to $326 to $336 million from $316 to $326 million, which signals higher expected sales for shareholders.
Total revenue of $68.4 million, up 30% from $52.6 million in the first quarter of 2025
Net loss of $6.3 million, or $0.12 per diluted share, compared with $11.2 million, or $0.23, a year earlier
Full-year 2026 total revenue guidance raised to $326 to $336 million; Burn Care guidance raised to $44 to $48 million from $36 to $40 million
Free cash flow of $15.1 million; approximately $211 million in cash and investments and no debt
Curtiss-Wright reported first quarter 2026 sales of $914 million, up 13%, and adjusted diluted EPS of $3.48, up 23%, with new orders up 16%. The company raised its full-year 2026 adjusted guidance for sales, operating income, operating margin, diluted EPS and free cash flow, which signals higher expected profit for shareholders.
Q1 2026 reported diluted EPS was $3.46, versus $2.68 a year earlier; adjusted operating margin rose 100 basis points to 17.6%.
Full-year 2026 adjusted diluted EPS guidance raised to $14.90 to $15.30, from $14.70 to $15.15 previously.
Free cash flow guidance raised to $580 million to $600 million; Q1 free cash flow was negative $17 million.
Zoetis reported first-quarter 2026 revenue of $2.3 billion, up 3% on a reported basis but flat on an organic operational basis, and net income of $601 million, or $1.42 per diluted share, flat from a year earlier. The company revised its full-year 2026 guidance, with adjusted diluted EPS of $6.85 to $7.00, and CEO Kristin Peck said the quarter unfolded in a more challenging operating environment than the company anticipated.
Q1 2026 revenue of $2.3 billion rose 3% reported and was flat organic operational; U.S. segment revenue fell 8% to $1.1 billion.
Q1 2026 net income was $601 million, or $1.42 per diluted share; adjusted diluted EPS was $1.53, up 9% on a reported basis.
Full-year 2026 revenue guidance is $9.680 billion to $9.960 billion; adjusted diluted EPS guidance is $6.85 to $7.00 and reported diluted EPS guidance is $6.35 to $6.50.
Acquisition of Neogen's animal genomics business is expected to close in the second half of 2026.
Valvoline reported second-quarter fiscal 2026 results for the quarter ended March 31, 2026, with net revenues of $503.8 million, up 25%, and adjusted EBITDA of $133.6 million, up 28%. The company raised its full-year adjusted EBITDA and adjusted EPS guidance and now expects system-wide same-store sales growth of 5% to 6.5%. For shareholders, reported six-month income from continuing operations fell to $13.1 million from $132.2 million, reflecting investment and divestiture-related costs, although the outlook improved.
Q2 net revenues of $503.8 million rose 25%; system-wide same-store sales grew 8.2%.
Q2 adjusted EPS of $0.41 rose 21%; reported diluted EPS of $0.35 rose 17%.
Fiscal 2026 adjusted EBITDA guidance raised to $540 million-$560 million from $525 million-$550 million; adjusted EPS guidance raised to $1.65-$1.75 from $1.60-$1.70.
Six-month reported income from continuing operations was $13.1 million, versus $132.2 million a year earlier.
Tapestry reported fiscal third-quarter 2026 net sales of $1.92 billion, up 21% from a year earlier, and GAAP diluted EPS of $1.65, up 74%. The company raised its fiscal 2026 revenue, operating margin, EPS and cash flow outlook, and lifted its planned shareholder returns to $1.6 billion, which matters for shareholders because it signals stronger expected earnings and more capital returned.
Q3 net sales $1.92 billion, up 21% (19% constant currency); Coach brand up 31%
GAAP diluted EPS $1.65 versus $0.95 a year earlier; GAAP operating margin 22.3% versus 16.0%
Fiscal 2026 EPS outlook raised to about $6.95 from $6.40 to $6.45 (non-GAAP)
Planned fiscal 2026 buybacks raised to about $1.3 billion from $1.2 billion; quarterly dividend $0.40 payable June 22, 2026
Leggett & Platt reported first-quarter 2026 sales of $918 million, down 10% from a year earlier, with GAAP EPS of $.14 versus $.22 and adjusted EPS of $.15 versus $.24. The company withdrew its previously issued 2026 guidance because of its pending acquisition by Somnigroup International, and it will not host a conference call. For shareholders, the results show weaker demand and margin pressure, and the company no longer offers a 2026 outlook to rely on.
First-quarter sales were $918 million, down 10%; volume fell 9% and divestitures reduced sales 5%.
Adjusted EPS was $.15, down $.09 from $.24 in first quarter 2025; GAAP EPS was $.14 versus $.22.
Operating cash flow was negative $56 million, a $63 million decrease versus first quarter 2025.
2026 guidance is withdrawn; the Somnigroup merger, agreed April 13, 2026, is expected to close by year-end 2026.
Planet Fitness reported first quarter 2026 revenue up 21.9% to $337.2 million and diluted earnings per share of $0.65, up from $0.50. The company cut several 2026 growth expectations after lower-than-planned net member joins in the first quarter and a decision to pause the national Black Card price increase, which affects shareholders' view of full-year results.
Q1 2026 revenue rose 21.9% to $337.2 million; net income attributable to Planet Fitness was $51.6 million, or $0.65 per diluted share, versus $0.50 a year earlier.
2026 same club sales growth outlook cut to about 1% from 4% to 5%; revenue growth outlook cut to about 7% from about 9%.
Adjusted EBITDA growth outlook cut to about 6% from about 10%; adjusted net income now expected to decrease about 2% versus a prior increase of 4% to 5%.
Company repurchased and retired 613,725 shares for $50.0 million in the quarter and ended the period with about 21.5 million members.
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.