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).
Avista Corp. reported first-quarter 2026 GAAP net income of $92 million, or $1.11 per diluted share, up from $79 million, or $0.98, a year earlier. Non-GAAP utility earnings were $91 million, or $1.10 per share, compared with $82 million, or $1.01, in the first quarter of 2025. The company confirmed its 2026 non-GAAP utility earnings guidance of $2.52 to $2.72 per diluted share, which the company said is on track.
GAAP net income was $92 million, or $1.11 per diluted share, versus $79 million, or $0.98, in Q1 2025.
Non-GAAP utility earnings were $91 million, or $1.10 per diluted share, versus $82 million, or $1.01, in Q1 2025.
2026 non-GAAP utility earnings guidance was confirmed at $2.52 to $2.72 per diluted share, assuming normal weather and an ERM impact of ($0.10) per diluted share.
Results were released in Exhibit 99.1, and a webcast for analysts and investors is set for May 5, 2026 at 10:30 a.m. ET.
KBR reported first quarter fiscal 2026 revenues of $1.9 billion, down 5% from a year earlier, mainly due to the expected runoff of EUCOM contingency scope. Net income attributable to KBR fell 12% to $102 million and diluted EPS fell 9% to $0.80, while Adjusted EBITDA rose 1% to $251 million. KBR reaffirmed its full-year fiscal 2026 guidance and said it is still pursuing the planned spin-off of Mission Technology Solutions, targeted for January 4, 2027.
Revenues were $1.9 billion, down $95 million or 5%, primarily due to the expected runoff of EUCOM contingency scope.
Net income attributable to KBR was $102 million, down 12%; diluted EPS was $0.80 versus $0.88 a year earlier.
Adjusted EPS was $0.96, down 5%; Adjusted EBITDA was $251 million, up 1%.
KBR reaffirmed fiscal 2026 guidance, including revenues of $7.90 billion to $8.36 billion and Adjusted EPS of $3.87 to $4.22.
Terex reported first-quarter 2026 sales of $1.7 billion, up 41% on a reported basis and 10.8% on a proforma basis, with EPS of $0.98, up 18% year over year. The company reaffirmed its full-year 2026 outlook and said it is continuing a strategic review of its Aerials business with multiple interested parties, without giving details.
Q1 sales of $1.7 billion, up $505 million or 41% reported; proforma growth of 10.8%
Q1 EPS of $0.98 included approximately $0.10 of one-time tax benefit; Q1 EBITDA margin was 9.9%, down 50 basis points
Backlog reached $7.1 billion; 2026 outlook reaffirmed with sales of $7.5 billion to $8.1 billion and EPS of $4.50 to $5.00
Strategic review of the Aerials business is ongoing; no specific details were disclosed
FVCBankcorp furnished an investor presentation under Regulation FD, covering financial data for the quarter ended March 31, 2026, for use in meetings with investors and analysts. The filing is a presentation rather than an earnings release, and it reports no new guidance or transactions, though it sets out the bank's margin, liquidity and funding figures.
Net interest margin was 3.26% and the efficiency ratio was 54.0% for the first quarter of 2026, per the presentation.
Total liquidity sources were $1.26 billion at March 31, 2026, against $936 million of uninsured deposits (134.3% coverage).
Cost of deposits was 2.50% at March 31, 2026, and nonperforming assets were $12.2 million.
In January and February 2026, the company redeemed a $19 million 6% subordinated debt and issued $25 million of 6.75% unsecured debt.
Black Stone Minerals reported first quarter 2026 results on May 4, 2026. Net income fell to $13.3 million from $15.9 million a year earlier, weighed down by a $64.6 million loss on commodity derivatives, even though production and oil and gas revenue rose. The partnership also declared a $0.30 per unit distribution for the quarter, with distribution coverage of 1.20x.
Net income was $13.3 million versus $15.9 million in Q1 2025; the derivative loss included a $52.3 million unrealized loss.
Production averaged 37.0 MBoe/d versus 35.5 MBoe/d a year earlier; oil and gas revenue was $117.5 million versus $108.3 million.
Adjusted EBITDA was $87.0 million, essentially flat year over year; distributable cash flow was $76.5 million versus $78.5 million.
Distribution of $0.30 per unit is payable May 15, 2026 to unitholders of record on May 8, 2026.
Duke Energy reported first-quarter 2026 reported EPS of $1.97 and adjusted EPS of $1.93, up from $1.76 in both measures for the first quarter of 2025. The company reaffirmed its 2026 adjusted EPS guidance of $6.55 to $6.80, which matters to shareholders because it signals the company still expects its full-year outlook to hold.
Reported EPS was $1.97 versus $1.76 a year earlier; adjusted EPS was $1.93 versus $1.76
Reported results include a $150 million after-tax charge for legal and regulatory settlements and $171 million after-tax gains from asset sales
2026 adjusted EPS guidance of $6.55 to $6.80 reaffirmed; long-term adjusted EPS growth rate of 5% to 7% through 2030 unchanged
Electric Utilities and Infrastructure adjusted segment income was $1,404 million versus $1,276 million in the first quarter of 2025
Helix Energy Solutions Group, through subsidiary Helix Alliance Decom, sold all equity interests in its Gulf of America Shallow Water Abandonment business, called Alliance, to C-Dive, L.L.C. for $107.5 million in cash, subject to customary post-closing adjustments. The sale was signed and closed on May 1, 2026, and the filing says it supports Helix's focus on deepwater operations while it pursues a combination with Hornbeck Offshore Services. The filing does not report the business's revenue, profit, or the effect on Helix's financial results.
Sale price: $107.5 million cash at closing, subject to customary post-closing adjustments
Equity Purchase Agreement and closing both dated May 1, 2026; buyer is C-Dive, L.L.C., part of the Chouest Group
Alliance companies released as guarantors under the December 1, 2023 indenture with The Bank of New York Mellon Trust Company, N.A.
Helix separately announced a definitive agreement to combine with Hornbeck Offshore Services
Leidos reported first-quarter fiscal 2026 revenue of $4.4 billion, up 4% from a year earlier, and net income of $335 million, or $2.56 per diluted share, down 8%. Non-GAAP diluted EPS rose 5% to $3.13 after excluding $39 million in Entrust acquisition and joint venture costs, and the company raised its fiscal 2026 revenue and non-GAAP EPS guidance.
Revenue of $4.4 billion, up 4%, with 3% organic growth
GAAP diluted EPS of $2.56 vs. $2.77; non-GAAP diluted EPS of $3.13, up 5%
Fiscal 2026 revenue guidance raised to $18.00 billion to $18.40 billion from $17.50 billion to $17.90 billion
Fiscal 2026 non-GAAP diluted EPS guidance raised to $12.10 to $12.50 from $12.05 to $12.45
Douglas Dynamics reported first-quarter 2026 net sales up 20% to a record $137.8 million, with net income of $6.4 million, or $0.26 per diluted share, compared with $0.1 million a year earlier. The company raised its 2026 outlook, citing first-quarter strength, with adjusted diluted EPS now expected at $2.55 to $3.05.
Net sales rose 20% to a record $137.8 million; Work Truck Attachments sales rose 67% to $60.9 million.
Net income was $6.4 million, or $0.26 per diluted share, versus $0.1 million in Q1 2025.
2026 net sales outlook raised to $750 million to $795 million from $710 million to $760 million; adjusted diluted EPS outlook raised to $2.55 to $3.05 from $2.25 to $2.85.
Management will host a conference call on Tuesday, May 5, 2026 at 10:00 a.m. Eastern Time.
Occidental CEO Vicki Hollub will retire as President and CEO effective June 1, 2026, and will remain on the Board. The Board named Senior Vice President and Chief Operating Officer Richard Jackson, 50, as her successor, effective the same date, with a base salary of $1,400,000 and a $6,000,000 restricted stock unit grant. At the May 1, 2026 annual meeting, shareholders also elected all ten Board nominees and approved the advisory pay vote with 94.34% support.
Vicki Hollub retires as President and CEO effective June 1, 2026, and will continue as a director.
Richard Jackson, 50, joined Occidental in 2003 and has served as Senior Vice President and COO since October 2025.
Jackson's base salary will rise to $1,400,000, his target annual cash incentive will be 150% of base salary, and he will receive $6,000,000 in restricted stock units vesting over three years.
Shareholders approved the advisory vote on named executive officer compensation with 94.34% For and ratified KPMG as auditor with 97.70% For.
Johnson Controls said Vice President and President of Global Products & Solutions Lei Schlitz will leave the company as part of a planned transition tied to changes in its operating model. She is expected to stay through October 1, 2026, and her departure entitles her to severance under the company's officer severance policy.
Lei Schlitz, Vice President and President, Global Products & Solutions, will depart under a planned transition
Determination made May 1, 2026; Schlitz expected to remain through October 1, 2026
Severance benefits apply under the Severance and Change in Control Policy for Officers, filed as Exhibit 10.6 to the fiscal 2025 Form 10-K
Innovative Industrial Properties reported first quarter 2026 results, with total revenues down 3.8% from a year earlier and diluted EPS down to $1.02 from $1.03. The company attributed the revenue decline mainly to a $6.9 million decrease from tenant defaults, partly offset by rent escalations and new leases, and it declared a $1.90 per share dividend.
Total revenues were $69.0 million for Q1 2026, compared with $71.7 million a year earlier.
Net income attributable to common stockholders was $30.2 million, or $1.02 per diluted share, versus $1.03 a year earlier.
AFFO was $53.4 million, or $1.88 per share, versus $1.94 in Q1 2025; Normalized FFO was $1.78 per share, versus $1.85.
The board declared a first quarter dividend of $1.90 per common share, paid April 15, 2026.
General Mills said on May 4, 2026 that director Steve Odland, who has served more than twenty years, will not stand for reelection at the company's September 2026 annual meeting of shareholders. He will remain on the board for the rest of his current term.
Steve Odland informed the company on May 4, 2026 that he will not seek reelection to the Board of Directors.
The decision takes effect at the 2026 Annual Meeting of Shareholders in September.
Odland will continue to serve as a director through the remainder of his current term.
Powell Industries reported fiscal second-quarter 2026 revenue of $296.6 million, up 6% from a year earlier, while net income of $45.9 million, or $1.25 per diluted share, fell 1%, as higher SG&A and R&D expenses offset higher revenue. New orders rose 97% to $490 million and backlog reached $1.8 billion, but the company's outlook did not include a numeric revenue or earnings target, and management said it expects margins to stay consistent with the prior year.
Revenue of $296.6 million, up 6% from $278.6 million; gross margin 29.6% of revenue
Net income of $45.9 million, or $1.25 per diluted share, down 1% from $46.3 million, or $1.27 per diluted share, after adjusting for the three-for-one stock split
New orders of $490 million, up 97%; backlog of $1.8 billion as of March 31, 2026, up 33%
Subsequent to quarter end, Powell was awarded a data center order with a value exceeding $400 million
Pasithea Therapeutics Corp. appointed Kartik Krishnan, M.D., Ph.D. as Chief Medical Officer, effective May 1, 2026, to oversee clinical development and medical strategy for its lead drug candidate PAS-004 in neurofibromatosis type 1. The Board also approved stock option awards on May 1, 2026, at an exercise price of $0.841 per share, including 1,129,323 options for Dr. Krishnan.
Dr. Krishnan, age 55, previously served as Chief Executive Officer at OncoNano Medicines and as Chief Medical Officer at Arcus Biosciences.
Initial annual base salary of $500,000, with a discretionary bonus of up to 40% of base salary; employment is at-will and includes severance in specified circumstances.
Options for 1,129,323 shares at $0.841 per share vest 33% on the one-year anniversary of the May 1, 2026 grant date, with the remainder vesting quarterly over the following two years.
Four non-employee directors each received options for 152,783 shares at $0.841 per share, vesting in full on the one-year anniversary of the grant date.
CBRE Services, a wholly owned subsidiary of CBRE Group, completed a $750 million offering of 5.250% senior notes maturing June 1, 2036, guaranteed by the parent. The company said it intends to use the net proceeds to repay commercial paper borrowings, which shifts short-term debt into longer-term fixed-rate debt.
Principal amount: $750 million; issue date May 4, 2026; interest of 5.250% paid semi-annually
Notes mature June 1, 2036; first interest payment due December 1, 2026
Proceeds to repay borrowings under the company's commercial paper program
Indenture includes limits on liens, sale/leaseback transactions and mergers, and events of default including nonpayment
WEX entered a cooperation agreement with Impactive Capital Master Fund LP on May 3, 2026. The Board will expand to 11 directors, nominate Kurt Adams, Ellen Alemany and Lauren Taylor Wolfe, and separate the Chair and CEO roles after the annual meeting, while the meeting is postponed from May 5 to May 14, 2026. The changes alter the board's composition and governance, and shareholders who already voted on Impactive's white proxy card must submit new voting instructions.
Cooperation Agreement with Impactive Capital Master Fund LP dated May 3, 2026; Impactive will withdraw its nomination notice.
Board to be set at 11 directors as of the 2026 annual meeting, including new nominees Kurt Adams, Ellen Alemany and Lauren Taylor Wolfe.
Annual meeting postponed from May 5, 2026 to May 14, 2026; the record date is unchanged.
Chair and CEO roles to be separated after the annual meeting; Melissa Smith will continue as CEO and President.
Tennant reported first-quarter 2026 net sales of $297.9 million, up 2.7% from a year earlier, but net income fell to $0.2 million from $13.1 million and adjusted diluted EPS fell to $0.58 from $1.12. The company reaffirmed its full-year 2026 guidance, which includes net sales of $1,240 million to $1,280 million and adjusted diluted EPS of $4.70 to $5.30, while lower margins tied to ERP recovery weighed on profit.
Net sales were $297.9 million, up 2.7%, while organic sales declined 1.9%.
Net income was $0.2 million, or $0.01 per diluted share, versus $13.1 million, or $0.69, a year earlier.
Adjusted EBITDA was $29.1 million, with a 9.8% margin, versus $41.0 million and 14.1% a year earlier.
Full-year 2026 guidance was reaffirmed, including adjusted diluted EPS of $4.70 to $5.30.
UFP Technologies reported first-quarter 2026 results for the period ended March 31, 2026, with net sales up 4.1% to $154.2 million and net income up 1.8% to $17.5 million. GAAP diluted EPS was $2.24, up from $2.21, while adjusted EPS was $2.48 compared with $2.47 a year earlier. Organic sales were essentially flat, and management said EPS growth lagged revenue growth due to softer results at its AJR operation and start-up costs for four large programs.
Net sales rose 4.1% to $154.2 million, from $148.1 million; organic sales were essentially flat, with 0.4% organic growth per the filing's reconciliation.
Net income was $17.5 million versus $17.2 million; GAAP diluted EPS was $2.24 versus $2.21, and adjusted EPS was $2.48 versus $2.47.
Non-medical sales fell 15.0% to $10.8 million, while medical sales rose 5.9% to $143.4 million.
Management expects four large programs to be significant contributors in the second half of 2026, and a conference call is scheduled for May 5, 2026, at 8:30 AM Eastern time.
JBT Marel reported first quarter 2026 results on May 4, 2026, with revenue up 10% to $936 million and net income of $45 million, compared with a net loss of $173 million a year earlier. The company reiterated its full-year 2026 guidance, including revenue of $3,990 million to $4,065 million and adjusted EPS of $8.00 to $8.50.
Diluted EPS was $0.86 versus a loss of $3.35 a year earlier; adjusted EPS was $1.58 versus $0.97.
Orders totaled $1.07 billion and quarter-ending backlog was $1.49 billion.
Operating cash flow was $119 million and free cash flow was $100 million; net debt to trailing twelve months adjusted EBITDA was 2.6x.
Protein Solutions segment adjusted EBITDA margin was 21.7%, while Prepared Food and Beverage Solutions margin fell to 14.7%, down 170 basis points.
Atlas Energy Solutions reported first quarter 2026 results, with revenue of $265.5 million, up 6.5% from the fourth quarter of 2025 but down from $297.6 million a year earlier. The company posted a net loss of $47.3 million and Adjusted EBITDA of $28.4 million, which fell from $74.3 million a year earlier, and it guided to second quarter Adjusted EBITDA of approximately $50 million, the company said.
Q1 2026 revenue was $265.5 million, up $16.1 million from Q4 2025 and down from $297.6 million in Q1 2025.
Net loss was $47.3 million, compared with a net loss of $22.2 million in Q4 2025 and net income of $1.2 million in Q1 2025.
Adjusted EBITDA was $28.4 million, within the previously announced range of $26 million to $30 million.
The company expects second quarter 2026 Adjusted EBITDA of approximately $50 million and signed a 1.4 GW Global Framework Agreement with Caterpillar Inc.
Edwards Lifesciences said on May 4, 2026 that Theodora Mistras, currently CFO of Viatris, will become corporate vice president and chief financial officer effective May 29, 2026, succeeding Scott Ullem, who has held the role since 2014. The Offer Letter sets a $925,000 base salary, a $2,013,000 sign-on bonus, and an $8,000,000 initial RSU grant, with a $4,500,000 target fiscal 2026 annual equity award, which shareholders can use to gauge the cost of the leadership change.
Mistras, age 44, has been CFO of Viatris since March 1, 2024; previously a managing director at Citigroup and Goldman Sachs healthcare investment banking.
Offer Letter dated May 2, 2026: $925,000 base salary and target annual bonus of not less than 100% of base salary, plus a $2,013,000 sign-on bonus.
Initial RSU award with a grant date value of $8,000,000, vesting 43.75%, 50% and 6.25% on the first, second and third anniversaries of her start date.
Scott Ullem announced his planned transition in October; the press release says he will continue as a strategic advisor in the months ahead.
Allison Transmission reported first quarter 2026 net sales of $1,406 million, up from $766 million a year earlier, after adding the Allison Off-Highway business acquired on January 1, 2026. Net income fell to $112 million from $192 million, mainly due to acquisition costs, while adjusted diluted EPS rose 6% to $2.57. The company reaffirmed its full-year 2026 guidance, which includes net income of $600 million to $750 million.
Net sales were $1,406 million, including $673 million from the Allison Off-Highway business unit.
Net income was $112 million versus $192 million; diluted EPS was $1.33 versus $2.23 a year earlier.
Adjusted diluted EPS was $2.57, up from $2.43, excluding acquisition-related and other items.
Full-year 2026 guidance was reaffirmed, with consolidated net income of $600 million to $750 million and adjusted EBITDA of $1,365 million to $1,515 million.
Vornado Realty Trust reported a first-quarter 2026 net loss attributable to common shareholders of $22.8 million, or $0.12 per diluted share, compared with net income of $86.8 million, or $0.43 per diluted share, a year earlier. FFO, as adjusted, a non-GAAP measure the company emphasizes, fell to $103.1 million, or $0.52 per diluted share, from $126.2 million, or $0.63.
Net loss attributable to common shareholders of $22.8 million, or $0.12 per diluted share, versus net income of $86.8 million, or $0.43, in Q1 2025.
FFO, as adjusted, of $103.1 million, or $0.52 per diluted share, versus $126.2 million, or $0.63, a year earlier.
Revenues of $459.1 million, compared with $461.6 million in the prior-year quarter.
On April 29, 2026, the board authorized a new share repurchase program of up to $300 million; $79.8 million of shares were repurchased in Q1 2026.
Viatris said Chief Financial Officer Doretta Mistras will leave the company to pursue another professional opportunity, effective May 8, 2026, and will stay on until May 22, 2026 for transition. Chief Accounting Officer and Corporate Controller Paul Campbell will serve as interim CFO starting May 8 while the board searches for a permanent CFO, and the company will report first-quarter 2026 results on May 7.
Mistras ceases to serve as CFO effective May 8, 2026, and remains employed until May 22, 2026 for transition purposes.
Paul Campbell, age 59, is appointed interim CFO effective May 8, 2026, and continues as Chief Accounting Officer and Corporate Controller.
Mistras will not receive severance or equity vesting, but is eligible for a pro rata 2026 bonus based on actual company performance, not to exceed target.
The company will release first-quarter 2026 financial results on May 7, 2026, with a conference call at 8:30 a.m. ET.
BWX Technologies reported first quarter 2026 revenue of $860.2 million, up 26% from $682.3 million a year earlier, and GAAP diluted EPS of $0.99, up from $0.82. The company raised its 2026 guidance for adjusted EBITDA, non-GAAP EPS and free cash flow, and said the guidance excludes the pending Precision Components Group acquisition.
Q1 2026 revenue $860.2 million, up 26%; Commercial Operations revenue rose to $283.6 million from $128.3 million
GAAP diluted EPS $0.99 vs. $0.82; non-GAAP diluted EPS $1.12 vs. $0.91; GAAP net income $91.2 million vs. $75.5 million
2026 adjusted EBITDA guidance raised to $650 million-$665 million from $645 million-$660 million; non-GAAP EPS guidance raised to $4.60-$4.75 from $4.55-$4.70
Announced acquisition of Precision Components Group, LLC; 2026 guidance does not include its contribution
On May 4, 2026, Meta Platforms completed the sale of $25 billion in senior notes in six tranches maturing from 2031 to 2066. The filing shows the company is adding a large amount of long-term debt, which shareholders may watch for its effect on the company's borrowing costs and balance sheet.
Six tranches total $25 billion: $3 billion due 2031, $2 billion due 2033, $6 billion due 2036, $4 billion due 2046, $6 billion due 2056, and $4 billion due 2066.
Coupons range from 4.550% on the 2031 notes to 6.450% on the 2066 notes.
Citigroup Global Markets Inc. and Morgan Stanley & Co. LLC served as representatives of the underwriters under an agreement dated April 30, 2026.
The notes were issued under a fifth supplemental indenture to a base indenture with U.S. Bank Trust Company, National Association, as trustee.
HealthStream reported first quarter 2026 revenue of $81.2 million, up 10.5% from a year earlier, with net income of $5.9 million and diluted EPS of $0.20, up from $0.14. The company reaffirmed its full-year 2026 guidance, including revenue of $323.0 million to $330.0 million, and declared a $0.035 quarterly dividend.
Revenue of $81.2 million, up 10.5% from $73.5 million in Q1 2025; acquisitions contributed $3.4 million of the increase.
Net income of $5.9 million, up 36.4%; diluted EPS of $0.20 versus $0.14 a year earlier.
2026 guidance reaffirmed: revenue $323.0 million to $330.0 million; net income $20.4 million to $22.8 million.
Michael M. Collier promoted to Chief Operating Officer & Executive Vice President; quarterly dividend of $0.035 payable May 29, 2026.
MSA Safety reported first quarter 2026 results on May 4, 2026, with net sales of $464 million, up 10% from a year earlier, and GAAP diluted EPS of $1.83 versus $1.51. Adjusted diluted EPS rose 18% to $1.99, and the company maintained its mid-single-digit 2026 organic sales growth outlook. For shareholders, profit grew and $71 million was returned through $50 million of buybacks and $21 million of dividends, though International segment operating income fell 28%.
Net sales $464 million, up 10% GAAP and 3% organic; Americas sales up 11%, International up 8%
GAAP operating income $93 million (20.1% of sales), up from $77.8 million; International operating income fell 28% to $12.5 million
GAAP net income $71 million; diluted EPS $1.83 vs. $1.51; adjusted diluted EPS $1.99 vs. $1.68
Returned $71 million to shareholders; a $500 million share repurchase program was authorized
CubeSmart filed a slide presentation with its May 2026 investor deck, which summarizes first-quarter 2026 results and reaffirms its full-year 2026 outlook from its April 30, 2026 earnings release. Same-store revenue grew 0.6%, but same-store expenses rose 5.8% and same-store net operating income fell 1.5%, while FFO, as adjusted, was $0.63 per share. The filing does not give prior-period comparisons for these figures.
Q1 2026 same-store revenue grew 0.6%, same-store expenses rose 5.8%, and same-store NOI fell 1.5%.
Q1 2026 FFO, as adjusted, was $0.63 per share.
Full-year 2026 outlook, last updated April 30, 2026: FFO, as adjusted, of $2.52 to $2.60 per share and same-store NOI growth of (1.75%) to 0.25%.
During the quarter, CubeSmart repurchased 0.9 million common shares for $33.4 million at an average of $36.64 per share.
SAB Biotherapeutics entered a Master Manufacturing Services Agreement with Emergent BioSolutions Canada, effective April 28, 2026, under which Emergent will make SAB-142 clinical and commercial supply at its Canadian facility. The agreement sets a minimum aggregate spend of $36 million following any FDA approval of the product, and gives Emergent exclusive manufacturing rights during the term.
Agreement effective April 28, 2026, running five years from FDA approval of SAB-142
Minimum aggregate spend of $36 million following any FDA approval
Emergent has sole and exclusive right to manufacture the product; batch pricing to be set in a later amendment
Early termination by Emergent for insolvency, non-payment or material breach triggers payment of minimum annual spend for remaining years, less saved costs
Alamo Group reported first quarter 2026 net sales of $417.1 million, up 6.7% from the prior-year quarter, while net income fell to $29.2 million and diluted EPS fell to $2.41 from $2.64. Operating cash flow was negative $23.5 million for the quarter, and the company said it closed the Petersen acquisition, so shareholders face higher sales alongside lower profit and a cash outflow.
Net sales were $417.1 million, up 6.7% from $391.0 million in Q1 2025
Diluted EPS was $2.41 versus $2.64; adjusted diluted EPS was $2.56 versus $2.70
Adjusted EBITDA was $59.3 million, or 14.2% of net sales, up from $58.3 million in Q1 2025
Operating cash flow was negative $23.5 million; debt net of cash was $95.2 million at March 31, 2026
Pool Corporation said Peter D. Arvan will step down as President, CEO and director effective May 4, 2026, and the Board appointed John B. Watwood as his successor. Board Chair John E. Stokely was named Executive Chair, and the company reaffirmed its full-year 2026 guidance range, but it postponed its May 12, 2026 Investor Day.
Watwood, age 47, joined Pool Corp as executive vice president in January 2026; his employment agreement sets a $800,000 annual salary and a 125% target bonus
Watwood's initial equity grant is valued at approximately $1,750,000, split equally between restricted and performance-based shares
Stokely receives a $50,000 monthly fee as Executive Chair; David G. Whalen serves as interim lead independent director at $5,000 per month
The company continues to expect full-year 2026 results within the range in its April 23, 2026 first quarter release; the May 12, 2026 Investor Day is postponed
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.
Innovex reported first-quarter 2026 revenue of $239.0 million, down 13% from the prior quarter and 1% from a year earlier, and a GAAP net loss of $16.7 million, compared with net income of $14.8 million a year earlier. The loss reflects a $48.8 million provision for a legal settlement tied to the Impulse Litigation, while non-GAAP Adjusted EBITDA rose to $49.3 million, and the company guided second-quarter 2026 Adjusted EBITDA to $43 million to $48 million.
Revenue of $239.0 million, down from $273.6 million in the fourth quarter of 2025 and $240.4 million in the first quarter of 2025
Net loss of $16.7 million, or $0.24 per share, including a $48.8 million provision for legal settlement, versus net income of $14.8 million, or $0.21 per share, a year earlier
Adjusted EBITDA (non-GAAP) of $49.3 million with a 21% margin, compared with $45.9 million and 19% a year earlier
Second-quarter 2026 guidance: revenue of $235 million to $245 million and Adjusted EBITDA of $43 million to $48 million
CooperCompanies approved expanding its board from nine to ten directors and appointed Paul Keel, currently President and CEO of Envista Holdings, to the new seat effective July 1, 2026. Keel will also join the Audit Committee on the same date, and the company says he is independent under Nasdaq standards.
Board size increases from nine to ten directors, effective July 1, 2026
Paul Keel has been CEO of Envista Holdings since 2024 and previously was CEO of Smiths Group from 2021 to 2024
Keel joins the Audit Committee effective July 1, 2026
Keel will receive director compensation consistent with other non-employee directors, per the February 24, 2026 proxy statement
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.
West Enclave Merger Corp., a Cayman Islands blank check company listed on the NYSE, closed its initial public offering of 10,000,000 units on May 1, 2026, at $10.00 per unit for gross proceeds of $100,000,000. A simultaneous private placement of 425,000 units added $4,250,000, and $101,000,000 was placed in a trust account that holds the funds until a business combination is completed or shareholders redeem their shares.
IPO closed May 1, 2026: 10,000,000 units at $10.00 each, $100,000,000 gross proceeds; units trade on NYSE as "WENC U".
Private placement of 425,000 units to the sponsor and EarlyBirdCapital for $4,250,000, closed May 1, 2026.
$101,000,000 placed in trust; if no business combination within 21 months of the offering closing, public shares are redeemed unless shareholders approve an extension.
Board expanded to five members on April 29, 2026, with Jean-Michel Enriquez Dahlhaus and Hector Madero Rivero added; indemnity agreements signed with all directors and officers.
Block, Inc. named Andrea Acosta, formerly Chief Accounting Officer of Pinterest, as its principal accounting officer, effective May 26, 2026, succeeding interim principal accounting officer Amrita Ahuja, who remains Chief Financial Officer and Chief Operating Officer. The role is a senior finance position, and the filing describes pay of a $550,000 base salary and an $8.0 million restricted stock unit grant, which is routine for an executive appointment.
Andrea Acosta appointed Chief Accounting Officer by the Board on April 30, 2026, effective May 26, 2026
Acosta previously was Chief Accounting Officer of Pinterest, Inc. from February 2022
Compensation includes a $550,000 annual base salary, a $250,000 sign-on cash bonus, and an $8.0 million restricted stock unit award vesting over four years
On May 1, 2026, Hubbell agreed to acquire NSI Industries, a maker of electrical fittings, connectors and wire management products, for $3.0 billion in cash, subject to customary adjustments. Hubbell plans to fund the deal with cash on hand and debt, and the closing depends on regulatory clearance and other conditions. For shareholders, the deal is large relative to Hubbell's $5.8 billion of 2025 revenue, and the company expects it to be accretive to adjusted EPS in 2026.
Purchase price is $3.0 billion in cash, which the press release says represents about 15.5 times NSI's anticipated 2026 EBITDA.
NSI anticipates 2026 revenue of approximately $570 million; Hubbell expects the acquisition to be accretive to adjusted EPS in 2026.
Commitment letter dated May 1, 2026 with JPMorgan Chase, Bank of America and HSBC provides up to $2.8 billion of senior unsecured bridge loans.
Hubbell would pay a $150 million termination fee if the deal ends for failure to obtain antitrust approvals; the closing cannot occur before May 31, 2026 without Hubbell's consent.
General Catalyst Global Resilience Merger Corp. closed its initial public offering on May 1, 2026, selling 40,250,000 GRAIL securities at $10.00 each, including the full exercise of the underwriters' over-allotment option, for gross proceeds of $402.5 million. The company is a blank check company with no business combination announced in the filing, and its proceeds are to be held in a trust account until it completes an initial business combination.
40,250,000 GRAIL securities sold at $10.00 each on May 1, 2026, for gross proceeds of $402.5 million, including 5,250,000 over-allotment securities
Sponsor GCGR Sponsor LLC bought 905,000 private placement GRAIL securities for $9.05 million
GRAIL securities began trading on Nasdaq as GCGRU on April 30, 2026; shares and warrants are expected to trade as GCGR and GCGRW once separated
Company must complete an initial business combination within 24 months of April 29, 2026, or 27 months if a letter of intent or agreement was signed within that period
At its April 28, 2026 annual meeting, Brink's shareholders approved an amended and restated 2024 Equity Incentive Plan that adds 3,900,000 shares of common stock for issuance under the plan. Shareholders also elected nine directors, approved an advisory pay vote and ratified KPMG LLP as auditor, and rejected a shareholder proposal on employee retention rates by demographic category.
Amended plan adds 3,900,000 shares of common stock; approved at the April 28, 2026 annual meeting
Nine nominees elected to terms expiring in 2027
Advisory vote on named executive compensation approved: 35,902,479 for, 419,407 against
Shareholder proposal on employee retention rates defeated: 2,619,075 for, 33,439,945 against
Tidewater reported first-quarter 2026 revenue of $326.2 million, down 2.2% from $333.4 million a year earlier, and net income of $6.1 million ($0.12 per diluted share), compared with $42.7 million ($0.83 per share) in the first quarter of 2025. The company reiterated its 2026 revenue guidance of $1.43 billion to $1.48 billion and a 49% to 51% gross margin, assuming the Wilson Sons Ultratug acquisition closes by the end of the second quarter.
Revenue of $326.2 million, down 2.2% from $333.4 million in Q1 2025
Net income of $6.1 million ($0.12 per diluted share), versus $42.7 million ($0.83) in Q1 2025
Foreign exchange loss of $3.4 million weighed on results; Adjusted EBITDA was $129.3 million
2026 revenue guidance of $1.43 billion to $1.48 billion reiterated; $500 million share repurchase authorization outstanding
At its April 29, 2026 annual meeting, Ingevity stockholders elected nine directors to one-year terms, approved a non-binding advisory vote on executive pay, ratified PricewaterhouseCoopers LLP as auditor for fiscal 2026, and approved an amendment adding 580,000 shares to the 2025 Omnibus Incentive Plan. The filing reports vote tallies only; it does not describe any change in company results or strategy.
Stockholders approved the plan amendment, with 31,038,374 votes for and 990,650 against.
The say-on-pay proposal passed with 28,593,615 votes for and 3,435,921 against.
Shares represented at the meeting were 33,498,332, or 95.10% of the 35,222,538 outstanding on the record date.
PricewaterhouseCoopers LLP was ratified with 33,358,881 votes for and 118,571 against.
Corebridge Financial reported a first-quarter 2026 net loss of $53 million, or $0.11 per share, down from a $664 million loss a year earlier, mainly due to realized gains on Fortitude Re funds withheld derivatives. Adjusted pre-tax operating income fell 11% to $629 million and premiums and deposits fell 10% to $8.0 billion, while the company returned $1.4 billion to shareholders, including $1.3 billion of share repurchases. The company also said its merger with Equitable is progressing and it declared a $0.25 quarterly dividend.
Net loss of $53 million ($0.11 per share) versus a loss of $664 million ($1.19 per share) in Q1 2025
Operating EPS of $1.05, up from $1.02; adjusted pre-tax operating income of $629 million, down 11%
Premiums and deposits of $8.0 billion, down 10% from the prior year quarter
Returned $1.4 billion to shareholders in the quarter; dividend of $0.25 per share payable June 30, 2026
Boise Cascade reported first quarter 2026 net income of $17.8 million, or $0.50 per diluted share, down from $40.3 million, or $1.06 per share, a year earlier, on sales of $1.5 billion, down 2%. The company also gave second quarter 2026 Total Company Adjusted EBITDA guidance of about $83 million to $115 million, and shareholders elected ten directors and ratified KPMG LLP as auditor at the April 30, 2026 annual meeting.
Q1 2026 net income was $17.8 million, or $0.50 per diluted share, versus $40.3 million, or $1.06, in Q1 2025.
Sales were $1.5 billion, down 2% from Q1 2025; Adjusted EBITDA was $66.6 million, down 27%.
Q2 2026 guidance: Total Company Adjusted EBITDA of about $83 million to $115 million.
At the April 30, 2026 annual meeting, shareholders elected ten directors and ratified KPMG LLP for 2026.
Crescent Energy reported a first-quarter 2026 net loss of $419 million, compared with a net loss of $2 million a year earlier, after a $707 million loss on derivatives. Revenue rose to $1.18 billion from $950 million, and adjusted net income was $175 million, or $0.53 per share, versus $0.57 a year earlier. The results combine higher sales and record output with a much larger GAAP loss.
GAAP net loss of $1.28 per diluted Class A share, versus a loss of $0.01 per share in Q1 2025
Record production of 341 MBoe/d, up from 258 MBoe/d a year earlier
Adjusted EBITDAX of $690 million and levered free cash flow of $192 million
Board approved a $0.12 per share dividend, payable June 1, 2026, to holders of record on May 18, 2026; about $336 million remains under the share repurchase program
ONE Gas reported first quarter 2026 net income of $128.7 million, or $2.04 per diluted share, up from $119.4 million, or $1.98, a year earlier, while total revenues fell to $831.7 million from $935.2 million. The company affirmed its 2026 financial guidance and declared a quarterly dividend of $0.68 per share. For shareholders, profit rose despite lower sales, and the full-year outlook was unchanged.
Q1 2026 net income was $128.7 million, or $2.04 per diluted share, versus $119.4 million, or $1.98, in Q1 2025
Total revenues were $831.7 million versus $935.2 million; weather was 20.5 percent warmer than normal
2026 net income guidance of $294 million to $302 million was affirmed; quarterly dividend is $0.68 per share, payable June 2, 2026
RCM Technologies dismissed EisnerAmper LLP as its independent auditor on April 29, 2026, and engaged WithumSmith+Brown, PC the same day for the fiscal year ending January 2, 2027. EisnerAmper's report on the fiscal year ended January 3, 2026 contained no adverse opinion or qualification, but it did communicate four material weaknesses in the company's internal controls, which shareholders should weigh alongside the auditor change.
EisnerAmper dismissed April 29, 2026; its fiscal 2025 report (year ended January 3, 2026) had no adverse opinion or qualification
Four material weaknesses cited, covering entity-level controls, management review documentation, risk assessment and monitoring, and timekeeping system controls
WithumSmith+Brown engaged April 29, 2026; it previously audited fiscal years 2022 through 2024
Audit Committee approved the change; no disagreements with EisnerAmper reported
Fabrinet reported third-quarter fiscal 2026 results for the quarter ended March 27, 2026, with revenue of $1,214.3 million versus $871.8 million a year earlier and GAAP diluted EPS of $3.45 versus $2.25. The company said results exceeded its guidance ranges and guided fourth-quarter revenue of $1.25 billion to $1.29 billion and GAAP diluted EPS of $3.48 to $3.63. Shareholders get higher reported revenue and profit plus forward guidance, though third-quarter free cash flow was negative $10.8 million.
Q3 revenue $1,214.3 million vs $871.8 million in Q3 fiscal 2025; GAAP net income $125.2 million vs $81.3 million
GAAP diluted EPS $3.45 vs $2.25; non-GAAP diluted EPS $3.72 vs $2.52
Q4 fiscal 2026 guidance (quarter ending June 26, 2026): revenue $1.25 billion to $1.29 billion; GAAP diluted EPS $3.48 to $3.63
Q3 non-GAAP free cash flow was negative $10.8 million; nine-month purchases of property, plant and equipment were $160.6 million
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