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).
North European Oil Royalty Trust declared a second-quarter fiscal 2026 distribution of $0.22 per unit, up from $0.20 a year earlier and equal to the first-quarter fiscal 2026 payment. The trust said its monthly royalty payments are based on the prior quarter's royalties, so the quarter ending April 30, 2026 does not fully reflect recent higher prices.
Q2 fiscal 2026 distribution of $0.22 per unit, versus $0.20 for Q2 fiscal 2025 and $0.22 for Q1 fiscal 2026
Distribution payable May 27, 2026; the release lists the record date as May 13, 2036
Cumulative 12-month distribution of $1.01 per unit, up $0.54 (115%) from the prior 12-month total of $0.47 per unit
Additional details are expected in the 10-Q filing on or about May 30, 2026
DTE Gas Company, an indirect subsidiary of DTE Energy, furnished unaudited first-quarter 2026 financial statements showing higher operating revenues, operating income and net income than a year earlier. The filing also notes a pending rate case seeking a $163 million net increase in base rates, with a final Michigan Public Service Commission order expected in September 2026.
Operating revenues were $923 million for the quarter ended March 31, 2026, up from $868 million a year earlier.
Net income was $209 million versus $205 million, and operating income was $305 million versus $297 million.
Cost of gas rose to $373 million from $326 million, and interest expense rose to $35 million from $32 million.
DTE Gas requested a net base rate increase of $163 million; a final MPSC order is expected in September 2026.
Crown Castle completed the sale of its fiber solutions and small cells businesses on May 1, 2026, for $8.5 billion in cash before adjustments. The company raised its full-year 2026 outlook for net income, diluted EPS, FFO and AFFO, citing earlier receipt of sale proceeds, and plans to repurchase $1.0 billion of stock and repay more than $7.0 billion of debt.
Sale closed May 1, 2026: $8.5 billion aggregate price, about $8.4 billion after $124 million of preliminary adjustments
Full-year 2026 net income outlook is $690 million to $970 million, up $50 million at the midpoint; diluted EPS outlook is $1.61 to $2.26, up $0.14 at the midpoint
Full-year 2026 AFFO outlook is $1,945 million to $1,995 million, up $50 million at the midpoint; Adjusted EBITDA outlook is unchanged at $2,665 million to $2,715 million
Board authorized a stock repurchase program of up to $1.0 billion; Executive Vice President and COO-Fiber Christopher D. Levendos resigned to join Zayo
Iradimed reported first-quarter 2026 revenue of $22.0 million, up 13%, and record GAAP diluted EPS of $0.45, up 22%. The company reaffirmed its full-year 2026 guidance and declared a $0.20 per share quarterly dividend, but its second-quarter 2026 revenue guidance of $20.0 million to $21.0 million sits below the first-quarter result.
Q1 2026 revenue was $22.0 million, up from $19.5 million; net income was $5.8 million, or $0.45 per diluted share, versus $0.37 a year earlier
Full-year 2026 guidance reaffirmed: revenue of $91.0 million to $96.0 million and GAAP diluted EPS of $1.90 to $2.05
Q2 2026 guidance: revenue of $20.0 million to $21.0 million and GAAP diluted EPS of $0.40 to $0.44
Quarterly dividend of $0.20 per share, record date May 15, 2026, payable May 29, 2026
Ryman Hospitality Properties reported first quarter 2026 revenue of $664.6 million, up 13.2%, and net income of $69.4 million, up 10.1%, with net income available to common stockholders per diluted share of $1.03 versus $1.00. The company raised the midpoints of its full-year 2026 guidance, including consolidated Adjusted EBITDAre midpoint of $883.0 million versus a prior $870.5 million, citing stronger first quarter Hospitality results.
Q1 2026 total revenue $664.6 million vs. $587.3 million in Q1 2025 (up 13.2%)
Q1 2026 net income $69.4 million, up 10.1%; Adjusted EBITDAre $219.3 million, up 18.2%
2026 Adjusted FFO per diluted share/unit midpoint raised to $8.96 from $8.75; consolidated Adjusted EBITDAre midpoint raised to $883.0 million from $870.5 million
Entertainment segment revenue fell 11.6% to $79.2 million in Q1 2026, and Gaylord National revenue fell 8.2%
IES Holdings reported fiscal 2026 second-quarter revenue of $974 million, up 17%, and operating income of $112.3 million, up 21%, both compared with the same quarter a year earlier. Results were helped by strong data center demand and the January 2026 acquisition of Gulf Island Fabrication, while the Residential segment's operating income fell sharply. The company also said it is substantially raising its capital spending outlook for the rest of fiscal 2026.
Revenue $974 million vs. $834 million; operating income $112.3 million vs. $92.7 million
Diluted EPS $5.44 vs. $3.50; adjusted diluted EPS $4.16 vs. $3.30, a non-GAAP measure
Net income included a $37.3 million gain on marketable securities in the quarter
Residential segment operating income fell to $6.4 million from $22.7 million; backlog reached $3.9 billion at March 31, 2026
Piper Sandler reported first-quarter 2026 net revenues of $474 million, up 33% from a year earlier and down 29% from the fourth quarter of 2025, and net income attributable to the company of $65 million, or $0.92 per diluted share, roughly flat with $0.91 a year earlier. The board also raised the quarterly cash dividend 14% to $0.20 per share, payable June 12, 2026 to holders of record on May 29, 2026.
Net revenues of $474 million, up 33% year over year and down 29% from Q4 2025
Diluted EPS of $0.92 versus $0.91 in Q1 2025 and $1.60 in Q4 2025; adjusted EPS was $1.00 versus $1.02 a year earlier
Advisory services revenues of $251 million, up 16% year over year; corporate financing revenues of $73 million, more than double the year-ago quarter
Quarterly dividend raised to $0.20 per share from the prior $0.175, payable June 12, 2026
Federal Realty Investment Trust reported first-quarter 2026 results, with Nareit FFO of $1.88 per diluted share, up 10.6% from $1.70 a year earlier. The company raised and tightened its 2026 Nareit FFO and Core FFO guidance to $7.46 to $7.55 per diluted share, from $7.42 to $7.52. Reported net income per diluted share of $1.81 included a $92.7 million gain on sale of real estate.
Nareit FFO and Core FFO were each $162.6 million, or $1.88 per diluted share, for the quarter ended March 31, 2026, versus $1.70 in the first quarter of 2025.
Net income per diluted share was $1.81, compared with $0.72 a year earlier, and included a $92.7 million gain on sale of real estate.
2026 Nareit FFO and Core FFO guidance was raised to $7.46 to $7.55 per diluted share from $7.42 to $7.52.
The Board declared a regular quarterly dividend of $1.13 per common share, payable July 15, 2026.
Church & Dwight reported first-quarter 2026 net sales of $1,469.3 million, up 0.2% from a year earlier, with reported diluted EPS of $0.91 versus $0.89 and adjusted EPS of $0.95, above its $0.92 outlook. The company reiterated its full-year 2026 outlook, including reported EPS growth of 18% to 22% and adjusted EPS growth of 5% to 8%, and expects second-quarter adjusted EPS of $0.88.
Organic sales grew 5.0% versus the company's 3% outlook, with volume up 5.3%.
Adjusted gross margin was 46.4%, up 130 basis points; GAAP net income was $216.3 million versus $220.1 million a year earlier.
Cash from operations was $174.8 million, down $10.9 million from the prior year; total debt was $2.2 billion as of March 31, 2026.
Full-year 2026 outlook: reported sales down 1.5% to 0.5%, organic growth of 3% to 4%, and cash from operations of about $1.15 billion.
Lear reported first quarter 2026 sales of $5.8 billion, up 5% from a year earlier, and net income attributable to Lear of $172 million, up from $81 million. Adjusted earnings per share were $3.87, up 24% from $3.12, and the company reaffirmed its full-year 2026 financial outlook across all metrics.
Sales of $5.8 billion, up 5% from $5.6 billion; organic sales up 3%
Earnings per share of $3.34 vs. $1.49; adjusted EPS of $3.87 vs. $3.12
Free cash flow was $(27) million vs. $(232) million a year earlier; $75 million of shares repurchased in the quarter
2026 outlook maintained, including net sales of $23,210 million to $24,010 million and core operating earnings of $1,030 million to $1,200 million
Atmus reported first-quarter 2026 net sales of $478 million, up 14.6% from $417 million a year earlier, and diluted EPS of $0.59 versus $0.54. The company said the sales increase was driven mainly by the Koch Filter acquisition, which closed on January 7, 2026, and it reaffirmed full-year 2026 guidance for shareholders.
Net sales of $478 million vs. $417 million; GAAP net income of $48 million vs. $45 million
Adjusted EPS of $0.69 vs. $0.63; adjusted EBITDA of $95 million with a 19.8% margin
2026 guidance reaffirmed: net sales of $1,945 million to $2,015 million and adjusted EPS of $2.75 to $3.00
Repurchased $7 million of common stock in the quarter; $62 million remained under the $150 million program as of March 31, 2026
Linde reported first-quarter 2026 sales of $8.8 billion, up 8% from a year earlier, and diluted EPS of $3.98, up 13%. The company also projected full-year 2026 adjusted EPS of $17.60 to $17.90, which it says is 7% to 9% growth, and second-quarter adjusted EPS of $4.40 to $4.50.
Q1 2026 sales $8.8 billion, up 8%; underlying sales up 3%
Reported diluted EPS $3.98, up 13%; adjusted EPS $4.33, up 10%
Adjusted operating margin 30.0%, down 10 basis points year over year
nVent reported first-quarter 2026 net sales of $1.2 billion, up 53%, and GAAP diluted EPS of $0.86, up 65%. The company raised its full-year 2026 sales and EPS guidance, with GAAP EPS now expected at $3.68 to $3.78, up from $3.27 to $3.42, which points to higher expected earnings for shareholders.
Q1 2026 net sales $1.2 billion, up 53%; organic sales up 34%
Q1 GAAP diluted EPS $0.86, up 65%; adjusted EPS $1.09, up 63%
Full-year 2026 GAAP EPS guidance raised to $3.68 to $3.78 from $3.27 to $3.42; adjusted EPS guidance raised to $4.45 to $4.55 from $4.00 to $4.15
Second-quarter 2026 adjusted EPS expected at $1.12 to $1.15; regular dividend of $0.21 per share payable May 8, 2026
Cinemark Holdings reported first quarter 2026 results for the period ended March 31, 2026. Total revenue rose 18.9% to $643.1 million and the net loss attributable to shareholders narrowed to $(6.4) million, or $(0.06) per share, from $(38.9) million, or $(0.32) per share, a year earlier. Adjusted EBITDA more than doubled to $88.5 million, and management called it the strongest first quarter since the pandemic began, though the company still posted a loss.
Total revenue of $643.1 million versus $540.7 million a year earlier, with attendance of 39.0 million patrons.
Net loss attributable to Cinemark Holdings of $(6.4) million, or $(0.06) per diluted share, compared with $(38.9) million, or $(0.32) per share.
Cash and cash equivalents fell to $261.7 million from $344.3 million at December 31, 2025; free cash flow was $(58.1) million.
The company reported a net leverage ratio of 2.6x and will host a webcast today at 8:30 am ET.
Affiliated Managers Group reported first-quarter 2026 results that improved sharply from a year earlier, with diluted EPS of $3.84 versus $2.20 and Economic EPS of $8.23, up 58%. The company also declared a $0.01 per share quarterly dividend and repurchased approximately $186 million of common stock during the quarter.
Consolidated revenue of $544.9 million, up from $496.6 million in the first quarter of 2025
Net income attributable to the controlling interest of $110.4 million, up from $72.4 million
Record assets under management of $882.0 billion and net client cash flows of $22.5 billion
Quarterly dividend of $0.01 per share, payable May 26, 2026 to holders of record on May 11, 2026
Aon reported first-quarter 2026 results, with total revenue up 6% to $5.0 billion, diluted EPS up 27% to $5.63, and adjusted EPS up 14% to $6.48. The company reaffirmed its full-year 2026 guidance, including mid-single-digit or greater organic revenue growth and double-digit free cash flow growth, and returned $662 million to shareholders.
Total revenue rose 6% to $5.0 billion; organic revenue growth was 5%
Diluted EPS was $5.63 versus $4.43; adjusted EPS was $6.48 versus $5.67
Free cash flow was $363 million, up 332% from $84 million
2026 guidance reaffirmed; a 10% quarterly dividend increase was announced April 10
HF Sinclair reported first quarter 2026 net income attributable to stockholders of $648 million, or $3.56 per diluted share, compared with a net loss of $4 million, or $(0.02) per share, a year earlier. Sales and other revenues rose 12% to $7.12 billion, and the company declared a regular quarterly dividend of $0.50 per share, unchanged from the prior year, for shareholders. Reported results include a $604 million benefit from lower of cost or market inventory valuation adjustments in the Refining segment, and the company also reported adjusted net income of $127 million, or $0.69 per diluted share.
Adjusted net income attributable to stockholders was $127 million, or $0.69 per diluted share, versus an adjusted net loss of $50 million, or $(0.27) per share, in Q1 2025.
Sales and other revenues were $7,123 million, up $753 million, or 12%, from $6,370 million in Q1 2025.
Regular quarterly dividend of $0.50 per share is payable June 2, 2026, to holders of record on May 11, 2026.
Cash and cash equivalents were $1,148 million at March 31, 2026, up from $978 million at December 31, 2025; consolidated debt was $2,771 million.
Xenia Hotels & Resorts reported first quarter 2026 net income attributable to common stockholders of $19.8 million, or $0.21 per share, up from $15.6 million, or $0.15 per share, a year earlier. The company raised its full-year 2026 guidance for net income, Adjusted EBITDAre, Adjusted FFO and Adjusted FFO per diluted share, which matters to shareholders because it signals higher expected earnings for the year.
Q1 2026 net income attributable to common stockholders was $19.8 million, or $0.21 per share, versus $15.6 million, or $0.15 per share, in Q1 2025
Adjusted FFO per diluted share was $0.63, up 23.5% from $0.51; Same-Property RevPAR rose 7.4% to $205.93
Full-year 2026 guidance: net income of $24 million to $40 million (previously $21 million to $41 million); Adjusted FFO per diluted share of $1.86 to $2.02 (previously $1.78 to $1.99)
Company paid off the $52 million mortgage loan on Grand Bohemian Hotel Orlando; April Same-Property RevPAR was estimated to be up nearly 6% versus April 2025
Proto Labs reported first quarter 2026 revenue of $139.3 million, up 10.4% from a year earlier, and GAAP net income of $8.1 million, or $0.33 per diluted share, compared with $3.6 million, or $0.15, in the first quarter of 2025. The company also guided to second quarter 2026 revenue of $140.0 million to $148.0 million and full-year 2026 revenue growth of 6% to 8%.
Revenue was $139.3 million, up 10.4% from $126.2 million in Q1 2025; CNC Machining revenue grew 19.7%.
GAAP diluted EPS was $0.33 versus $0.15 a year earlier; non-GAAP diluted EPS was $0.54 versus $0.33.
Adjusted EBITDA was $22.8 million, or 16.3% of revenue, compared with $17.4 million, or 13.8%, in Q1 2025.
Q2 2026 outlook: revenue of $140.0 million to $148.0 million and non-GAAP diluted EPS of $0.50 to $0.58; full-year 2026 revenue growth of 6% to 8%.
BrightSpring reported first-quarter 2026 net revenue of $3,614 million, up 25.6%, and net income from continuing operations of $74 million, compared with $9 million a year earlier. It increased full-year 2026 revenue guidance to $14,725 million to $15,225 million and Adjusted EBITDA guidance to $795 million to $825 million, which excludes the divested Community Living business.
Q1 2026 net revenue of $3,614 million, up 25.6% from $2,878 million in Q1 2025
Net income from continuing operations of $74 million versus $9 million; Adjusted EBITDA of $190 million, up 44.8%
Full-year 2026 Adjusted EBITDA guidance raised to $795 million to $825 million
Community Living divestiture to Sevita closed March 30, 2026, with a $31.2 million gain on sale, net of tax, in discontinued operations
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.