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).
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.
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.
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.
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
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
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.
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
Lattice Semiconductor agreed on May 4, 2026 to acquire AMI for $1 billion in cash and about $650 million in Lattice common stock, funded partly by new debt, with closing expected in the third quarter of 2026. The same day, Lattice reported first-quarter 2026 revenue of $170.9 million, up 42.2% year over year, and GAAP net income of $21.8 million, or $0.16 per diluted share, compared with a net loss in the prior quarter.
Acquisition of AMI: $1 billion cash plus about $650 million in stock, with the share count set by Lattice's trading price before closing (minimum about 5.2 million shares, maximum about 6.1 million)
Financing: commitment letter with Wells Fargo and Morgan Stanley for up to $950 million in a 364-day term loan and up to $200 million in a revolving credit facility
Q1 2026 results: revenue $170.9 million, GAAP diluted EPS $0.16 versus a $0.06 loss in Q4 2025; non-GAAP diluted EPS $0.41
Q2 2026 outlook: revenue expected between $175 million and $195 million, and non-GAAP diluted EPS between $0.42 and $0.46
Centerspace reported a first-quarter 2026 net loss of $0.77 per diluted share, against a $0.22 loss a year earlier, and Core FFO of $1.12 per diluted share, down 7.4%, as revenue fell 3.0% after the sale of 12 apartment communities in 2025. The company widened its 2026 net loss outlook to $(0.95) to $(0.66) per share from $(0.49) to $(0.19), kept its Core FFO outlook at $4.81 to $5.05, and said its strategic review is ongoing with no assurance of a transaction.
Q1 2026 net loss of $0.77 per diluted share vs. $0.22 in Q1 2025; FFO of $1.07 vs. $1.17; Core FFO of $1.12 vs. $1.21
Revenue of $65.1 million, down 3.0% from $67.1 million; same-store NOI down 1.1% year over year
2026 net loss per diluted share outlook changed to $(0.95) to $(0.66) from $(0.49) to $(0.19); Core FFO outlook unchanged at $4.81 to $5.05
Board expects to give a more substantive strategic review update before or with the Q2 2026 earnings release; earnings call is May 5, 2026 at 10:00 a.m. Eastern
Apple Hospitality REIT reported first quarter 2026 net income of $27.7 million, down 11.3% from $31.2 million a year earlier, while total revenue rose to $337.7 million from $327.7 million. The company raised the midpoints of its 2026 guidance, with net income up $9 million and Adjusted EBITDAre up $11 million, which matters to shareholders because it signals a stronger expected year despite lower quarterly profit.
Net income was $27.7 million, or $0.12 per share, versus $31.2 million, or $0.13 per share, in the first quarter of 2025.
Total revenue was $337.7 million versus $327.7 million; Comparable Hotels RevPAR rose 2.2% to $114.61.
Guidance midpoints were raised by $9 million for net income and $11 million for Adjusted EBITDAre; the 2026 net income range is $143 million to $169 million.
Preliminary April 2026 Comparable Hotels RevPAR rose more than 4%; the earnings call is set for 10 a.m. Eastern Time on May 5, 2026.
Madison Square Garden Sports Corp. appointed Paul DiCicco as Executive Vice President, Chief Financial Officer and Treasurer, effective May 11, 2026, or a later agreed date. Victoria Mink, the current CFO, will leave that role on the same date and remain with the company as Executive Vice President, Finance to assist with the transition.
Paul DiCicco, 51, has been CFO of Stephen Gould Corporation since 2023 and previously served as SVP, Corporate Controller at Harris Blitzer Sports and Entertainment.
Employment agreement dated April 28, 2026 sets annual base salary of not less than $650,000 and annual target bonus of not less than 100% of base salary, starting with the fiscal year beginning July 1, 2026.
Expected long-term awards with an aggregate target value of not less than $650,000.
If terminated without cause or for good reason before the Scheduled Expiration Date of May 10, 2029, severance is no less than two times the sum of base salary and target bonus, subject to a separation agreement.
Rein Therapeutics closed on May 4, 2026 the sale of 50,000,000 shares of common stock at $1.00 per share under an April 30 underwriting agreement with Konik Capital Partners, with net proceeds expected to be about $46.1 million. The company said the proceeds, with existing cash, are expected to fund operations into 2028 and its Phase 2 LTI-03 trial through completion. The offering adds shares outstanding and the filing also includes warrants to the underwriter and to Bios entities, which dilute existing shareholders.
50,000,000 shares sold at $1.00 per share before underwriting discounts; closed May 4, 2026
Expected net proceeds of about $46.1 million; underwriter has a 45-day option for up to 7,500,000 more shares
Underwriter warrants for up to 3% of shares sold, exercisable at $1.50 per share through April 30, 2031
Bios entities to receive warrants for 3,000,000 shares at $1.00 per share and defer conversion of 12,232 Series X preferred shares
Sonos reported fiscal second-quarter 2026 results for the quarter ended March 28, 2026, with revenue up 8% year over year to $282 million and a GAAP net loss that narrowed to $29 million, or $0.24 per diluted share. The company did not provide guidance and said it will give guidance on its earnings call. The filing also discloses a new Chief Operating Officer, Frank Barbieri, effective May 4, 2026, and that Eddie Lazarus is leaving his Business Development Officer role while remaining Chief Legal Officer.
Q2 revenue rose 8% to $282 million; first-half revenue rose 2% to $827 million
GAAP net loss of $29 million ($0.24 per diluted share) compared with a $70 million loss a year earlier
Adjusted EBITDA of $2 million in Q2 versus a loss of $0.8 million a year earlier; no guidance provided in the release
Frank Barbieri appointed COO effective May 4, 2026, with a $500,000 base salary and grants of about $1.5 million in RSUs and $1.5 million in PSUs; Eddie Lazarus steps down as Business Development Officer
Matson reported first quarter 2026 net income of $56.6 million, or $1.85 per diluted share, down from $72.3 million, or $2.18 per diluted share, a year earlier. Revenue fell to $757.8 million from $782.0 million, but the company raised its full-year 2026 outlook, now expecting consolidated operating income to modestly exceed the 2025 level.
Q1 2026 net income $56.6 million, or $1.85 per diluted share, versus $72.3 million, or $2.18, in Q1 2025
Q1 2026 consolidated revenue $757.8 million versus $782.0 million in Q1 2025
Expects Q2 2026 consolidated operating income about $20 million higher than the $113.0 million achieved in Q2 2025
On April 23, 2026, Board added 3.0 million shares to the repurchase program and declared a $0.36 per share dividend payable June 4, 2026
RB Global reported first-quarter 2026 results on May 4, with total revenue up 11% year over year to $1.2 billion and net income up 20% to $135.6 million. The company also raised its full-year 2026 adjusted EBITDA outlook to $1,485 million to $1,545 million and declared a $0.31 quarterly dividend, both of which bear directly on shareholder returns.
Total revenue rose 11% year over year to $1.2 billion; gross transaction value rose 13% to $4.3 billion.
Diluted EPS available to common stockholders was $0.66, up 20%; diluted adjusted EPS was $1.01, up 13%.
Adjusted EBITDA outlook raised to $1,485 million-$1,545 million from $1,470 million-$1,530 million; GTV growth outlook raised to 6%-9% from 5%-8%.
Quarterly cash dividend of $0.31 per share declared May 1, 2026, payable June 18, 2026 to holders of record on May 27, 2026.
GeneDx reported first-quarter 2026 revenue of $102.3 million, up 17% year over year, but lowered its full-year 2026 revenue guidance to $475 million to $490 million from $540 million to $555 million. The company also reported a GAAP net loss of $63.3 million, including a $31.3 million impairment loss, which matters to shareholders because the revenue outlook has been reset and the quarter swung from a year-earlier adjusted profit to an adjusted loss.
Q1 2026 revenue was $102.3 million, up 17% from $87.1 million a year earlier; exome and genome test revenue rose 27% to $90.6 million.
Full-year 2026 revenue guidance was updated to $475 million to $490 million, down from the previous $540 million to $555 million.
GAAP net loss was $63.3 million, or $2.16 per share, including a $31.3 million impairment loss; adjusted net loss was $8.2 million versus adjusted net income of $9.2 million in Q1 2025.
Cash, cash equivalents, marketable securities and restricted cash totaled $171.7 million as of March 31, 2026.
Pinterest reported first-quarter 2026 revenue of $1,008 million, up 18% year over year, with global monthly active users at a record 631 million. The company posted a GAAP net loss of $74 million, compared with net income of $8.9 million a year earlier, and guided second-quarter revenue to $1,133 million to $1,153 million. Chief Accounting Officer Andrea Acosta is leaving effective May 8, 2026, and CFO Julia Brau Donnelly will also serve as principal accounting officer.
Q1 2026 revenue was $1,008 million, up 18% year over year; up 15% on a constant currency basis
GAAP net loss was $74 million, including a $47.1 million restructuring charge; Adjusted EBITDA was $207 million, up 20%
Q2 2026 guidance: revenue of $1,133 million to $1,153 million (14% to 16% growth) and Adjusted EBITDA of $256 million to $276 million
Andrea Acosta resigned as Chief Accounting Officer effective May 8, 2026; the company said the departure was not due to any disagreement
Adeia CEO Paul E. Davis told the company and board on May 4, 2026, that he intends to step down as CEO and as a director to focus on his health and personal pursuits. He will remain in both roles until a successor is named, with a target for completing the search by the fourth quarter of 2026.
Davis has served as CEO for the past four years and has been with the company nearly 15 years, including predecessor companies.
A board Transition Committee, chaired by Chairman Dan Moloney, will lead the search and consider internal and external candidates, assisted by a nationally recognized search firm.
The filing states the decision is not the result of any disagreement with the company.
Davis stated the company is in a strong financial, strategic and operational position, and the company cited record revenue and earnings in 2025.
BioMarin reported first-quarter 2026 total revenues of $766 million, up from $745 million a year earlier, while GAAP net income fell 43% to $106 million. The company raised its full-year 2026 revenue guidance to $3.825 billion to $3.925 billion, mainly reflecting the Amicus acquisition, but lowered its Non-GAAP diluted EPS guidance to $4.85 to $5.05.
Q1 2026 GAAP net income was $106 million versus $186 million in Q1 2025; GAAP diluted EPS was $0.54 versus $0.95.
Q1 2026 Non-GAAP diluted EPS was $0.76 versus $1.13 in the prior-year quarter.
Full-year 2026 total revenues guidance raised to $3.825 billion to $3.925 billion from $3.325 billion to $3.425 billion; Non-GAAP diluted EPS guidance lowered to $4.85 to $5.05 from $4.95 to $5.15.
A $31 million charge tied to an unsuccessful NAGLAZYME manufacturing process qualification campaign was recorded in cost of sales.
V2X reported first-quarter 2026 revenue of $1.25 billion, up 23% from a year earlier, and net income of $18.9 million, or $0.60 per diluted share, compared with $8.1 million, or $0.25 per diluted share, a year earlier. The company raised its full-year 2026 guidance ranges for revenue, adjusted EBITDA, adjusted diluted EPS and adjusted operating cash flow, which matters to shareholders because it changes the company's stated expectations for the year.
First-quarter revenue of $1.25 billion, up 23% year over year; adjusted diluted EPS of $1.53, up 55%
Updated 2026 revenue guidance of $4,825 million to $4,975 million, up from $4,675 million to $4,825 million
Updated 2026 adjusted diluted EPS guidance of $5.75 to $6.15, up from $5.50 to $5.90
Net debt of $895.4 million at the end of the first quarter; net cash used by operating activities was $129.9 million
National Health Investors reported first quarter 2026 results, with diluted earnings per share up 10.8% to $0.82 and NAREIT FFO per diluted share up 7.9% to $1.23. The REIT also lowered its full-year 2026 NAREIT and Normalized FFO per diluted share guidance from $4.94-$4.99 to $4.74-$4.79, and the release says the updated range reflects assumptions including the timing of certain transactions.
Diluted EPS was $0.82 for the quarter ended March 31, 2026, versus $0.74 a year earlier, including $2.6 million of gains on property dispositions.
NAREIT FFO per diluted share was $1.23, versus $1.14 a year earlier; Normalized FAD rose 11.6% to $62.5 million.
2026 NAREIT FFO and Normalized FFO per diluted share guidance was cut to $4.74-$4.79 from $4.94-$4.99.
The pending sale of the NHC leased portfolio for $560.0 million in net cash consideration is expected to close on July 1, 2026.
ThredUp reported first-quarter 2026 revenue of $81.7 million, up 15% from a year earlier, and raised its full-year 2026 outlook for revenue, gross margin and Adjusted EBITDA margin. The net loss widened to $6.5 million from $5.2 million, and Adjusted EBITDA fell to $2.7 million from $3.8 million, so growth came with lower profitability.
Q1 2026 revenue of $81.7 million, up 15% year over year; gross margin 79.2% versus 79.1%
Net loss of $6.5 million, or 7.9% of revenue, versus $5.2 million a year earlier
Full-year 2026 revenue outlook of $351.2 million to $356.2 million, about 14% growth at the midpoint
Record Active Buyers of 1.71 million, up 25% year over year
Sterling Infrastructure reported first quarter 2026 revenue of $825.7 million, up 92%, and net income of $96.0 million, or $3.09 per diluted share, up 141%. The company raised its full year 2026 guidance, now calling for revenue of $3.70 billion to $3.80 billion and diluted EPS of $16.50 to $17.15, with the CEC acquisition a major contributor to growth.
Q1 2026 revenue of $825.7 million, up 92%; CEC contributed $156.1 million
Net income of $96.0 million, or $3.09 per diluted share; adjusted diluted EPS of $3.59, up 120%
Full year 2026 guidance: revenue of $3.70 billion to $3.80 billion; adjusted diluted EPS of $18.40 to $19.05
Building Solutions adjusted operating income fell 42%, and management expects challenging conditions through 2026
Palantir reported first-quarter 2026 revenue of $1.633 billion, up 85% from a year earlier, with GAAP net income of $871 million and GAAP diluted earnings per share of $0.34. The company raised its full-year 2026 revenue guidance to $7.650 billion to $7.662 billion and expects GAAP operating income and net income in each quarter of this year, which signals continued growth for shareholders.
Q1 2026 revenue of $1.633 billion, up 85% year over year; U.S. revenue of $1.282 billion, up 104%
GAAP net income of $871 million; GAAP diluted EPS of $0.34, compared with $0.08 in Q1 2025
Full-year 2026 revenue guidance raised to $7.650 billion to $7.662 billion; Q2 2026 revenue guidance of $1.797 billion to $1.801 billion
Cash from operations of $899 million; cash, cash equivalents, and short-term U.S. Treasury securities of $8.0 billion
Diamondback Energy reported first quarter 2026 net income attributable to the company of $25 million, or $0.08 per diluted share, down from $1.4 billion, or $4.83 per diluted share, a year earlier. The results include a $1.4 billion impairment of oil and natural gas properties, while total revenues rose to $4.24 billion from $4.05 billion, and the company raised its 2026 oil production guidance and base dividend.
Q1 2026 net income attributable to Diamondback was $25 million, or $0.08 per diluted share, versus $1,405 million, or $4.83 per share, in Q1 2025; adjusted net income was $1,198 million, or $4.23 per diluted share.
Impairment of oil and natural gas properties was $1,400 million in Q1 2026, compared with none a year earlier.
2026 oil production guidance raised to 520+ thousand barrels per day from 500 to 510; full-year cash capital expenditures raised to about $3.90 billion from about $3.75 billion.
Base cash dividend raised 5% to $1.10 per share, payable May 21, 2026; the company repurchased $548 million of stock in Q1 and has $2.1 billion remaining under its authorization as of May 1, 2026.
Gaia reported first quarter 2026 revenue of $24.3 million, up 2% from $23.8 million, while gross profit was flat at $20.9 million and the net loss widened to $1.3 million, or $(0.05) per share, from $1.0 million, or $(0.04) per share. Management said it is reducing reliance on lower-value third-party acquisition and tighter discounting, which it expects to moderate near-term revenue growth, and it is targeting a 20% reduction in churn and a 20-25% increase in ARPU for the fourth quarter of 2026 compared with the fourth quarter of 2025.
Revenue rose 2% to $24.3 million; the increase was primarily driven by increased ARPU, partly offset by the elimination of discounted pricing.
Net loss was $(1.3) million, or $(0.05) per share, versus $(1.0) million, or $(0.04) per share, in Q1 2025.
Operating cash flow was $1.5 million and free cash flow was $1.1 million, the ninth consecutive quarter of positive free cash flow.
For Q4 2026 versus Q4 2025, Gaia is targeting an approximate 20% reduction in churn and a 20-25% increase in ARPU.
IAC reported first-quarter 2026 results on May 4, 2026, with revenue down 12% to $422.9 million and an operating loss of $40.1 million, compared with operating income of $24.1 million a year earlier. The net loss attributable to shareholders narrowed to $71.9 million, or $0.94 per diluted share, from $216.8 million, or $2.64, with the filing tying the swing to a $34.0 million unrealized gain on its MGM Resorts stake versus a $324.3 million loss in Q1 2025. The company is also streamlining its structure around People Inc. and expects $40 million in annual run-rate operating expense savings, which shareholders should weigh against the weaker operating results.
Adjusted EBITDA was $2.7 million, down 93% from $36.4 million in Q1 2025; People Inc. Adjusted EBITDA was $43.5 million, down 46%.
Net loss attributable to IAC shareholders was $71.9 million, or $0.94 per diluted share, versus $216.8 million, or $2.64 per share, a year earlier.
Expected restructuring costs include $14 million in severance and related expenses, with $10 million recognized in Q1 2026, and $48 million in stock-based compensation expense.
Officers Christopher Halpin and Kendall Handler will depart in August; Neil Vogel is expected to become Chief Executive Officer after Q2 2026 earnings.
Viper Energy reported first quarter 2026 results, with total operating income of $511 million versus $245 million a year earlier and net income attributable to Viper of $97 million, up from $75 million, though diluted earnings per share fell to $0.53 from $0.62. The company also declared a $0.68 per share base-plus-variable dividend and agreed on May 1, 2026 to acquire Riverbend Oil & Gas IX for $337 million in cash and about 3.7 million Class A shares.
Total operating income was $511 million in Q1 2026 versus $245 million in Q1 2025; diluted EPS was $0.53 versus $0.62
Declared base dividend of $0.38 and variable dividend of $0.30 per Class A share, payable May 21, 2026 to holders of record on May 14, 2026
Riverbend Acquisition: $337 million cash plus about 3.7 million Class A shares, expected to close in early Q3 2026
Q2 2026 net production guidance of 64.0 to 65.0 thousand barrels of oil per day; full-year 2026 guidance of 64.5 to 66.5 thousand barrels of oil per day
Inspire Medical Systems reported first-quarter 2026 revenue of $204.6 million, up 1.6% from a year earlier, but posted a net loss of $11.3 million, or $(0.39) per diluted share, compared with earnings of $0.10 per diluted share a year earlier. The company lowered its full-year 2026 revenue outlook to $825 million-$875 million, a decline of 4% to 10% from 2025, and said it expects coding and reimbursement uncertainty for Inspire V to persist through the rest of 2026.
Q1 2026 revenue rose 1.6% to $204.6 million; GAAP diluted EPS was $(0.39) versus $0.10 a year earlier.
Adjusted diluted EPS was $0.10; the company reported a $11.3 million net loss, which includes a $13.1 million tax impact of stock-based compensation.
2026 revenue guidance revised to $825 million-$875 million; diluted EPS guidance of $0.07-$0.62 and adjusted diluted EPS guidance of $0.75-$1.25.
Management expects to return to revenue growth in 2027; the earnings call is set for 5:00 p.m. Eastern Time on May 4, 2026.
Damora Therapeutics said its Chief Financial Officer, Lori Firmani, ceased serving in that role effective May 1, 2026. Brian Burkavage, the company's Senior Vice President, Finance, was appointed principal financial officer and principal accounting officer at the same time. Firmani's separation benefits are conditional on her signing a separation agreement and general release.
Firmani's departure took effect May 1, 2026; the Board decided on April 28, 2026.
Firmani's separation benefits include a $6,000 health savings account contribution and full acceleration of her outstanding equity awards, subject to a release of claims.
Burkavage joined Damora in December 2025 and previously served as Senior Vice President, Finance and Chief Accounting Officer at IO Biotech, Inc. from November 2021 to December 2025.
RLJ Lodging Trust reported first-quarter 2026 total revenue of $340.0 million, up 3.6% from a year earlier, and raised its full-year 2026 outlook. The company also posted a net loss of $0.3 million, compared with net income of $3.2 million in the first quarter of 2025, so GAAP results weakened even as operating measures improved.
Comparable RevPAR rose 4.8% to $148.55, and Adjusted FFO per diluted share rose 6.5% to $0.33 from $0.31.
Net loss attributable to common shareholders was $(0.05) per share, compared with $(0.02) a year earlier.
Full-year 2026 outlook now includes Adjusted FFO per diluted share of $1.29 to $1.45 and comparable RevPAR growth of 1.5% to 3.5%.
The Board approved a 2026 share repurchase program of up to $250.0 million, effective May 9, 2026.
On May 2, 2026, Axos Bank completed its acquisition of all United States consumer deposits of Jenius Bank, a digital banking business of SMBC MANUBANK, under a purchase and assumption agreement dated February 12, 2026. The bank acquired about $2.3 billion of deposits and received cash, less a negotiated premium. The filing does not state the premium amount or the effect on Axos's financial results.
Deal closed May 2, 2026, with about $2.3 billion of Jenius Bank deposits acquired
Seller is SMBC MANUBANK, parent of the Jenius Bank digital banking business
Agreement dated February 12, 2026, was filed as Exhibit 99.1 to an earlier 8-K on the same date
American Express said it will sell its approximately 30% equity interest in Global Business Travel Group (GBTG) as part of Long Lake and General Catalyst's agreement to acquire GBTG. Upon closing, the company expects proceeds of about $1.5 billion and a pre-tax gain of about $975 million, which was not included in its previously provided FY 2026 earnings guidance. The company plans to invest part of the gain and return part of it to shareholders, and says the brand licensing and commercial agreements are unchanged.
Sale of an approximately 30% equity interest in GBTG, tied to Long Lake and General Catalyst's agreement to acquire GBTG (NYSE: GBTG)
Expected proceeds of approximately $1.5 billion upon closing
Expected pre-tax gain of approximately $975 million, not factored into prior FY 2026 earnings guidance
Brand licensing and commercial agreements between the companies do not change; closing depends on GBTG satisfying closing conditions
Norwegian Cruise Line Holdings reported first-quarter 2026 revenue up 10% to $2.3 billion, GAAP net income of $104.7 million versus a $40.3 million loss a year earlier, and Adjusted EBITDA up 18% to $533 million. The company lowered its full-year 2026 guidance, with Adjusted EPS now expected at $1.45 to $1.79, citing Middle East disruptions, higher fuel expense and softer bookings.
Q1 2026 total revenue $2.3 billion, up 10% from Q1 2025, with GAAP net income of $104.7 million versus a $(40.3) million loss in the prior year
Q1 2026 Adjusted EBITDA $533 million, up 18% from $453 million, and Adjusted EPS $0.23, exceeding company guidance of about $0.16
Full-year 2026 Adjusted EBITDA guidance $2.48 billion to $2.64 billion; Adjusted EPS guidance $1.45 to $1.79
As of March 31, 2026, total debt $15.2 billion, Net Leverage 5.3x and liquidity $1.6 billion
On May 3, 2026, Global Net Lease (NYSE: GNL) signed a merger agreement to acquire Modiv Industrial (NYSE: MDV) in an all-stock transaction with an enterprise value of approximately $535 million. The deal requires approval by Modiv stockholders but no GNL stockholder vote, and it is expected to close in the third quarter of 2026. GNL says the deal would be immediately 4% accretive to AFFO per share and leverage-neutral, and existing GNL stockholders are expected to own about 89% of the combined company.
Each Modiv common share converts into 1.975 GNL common shares; Modiv Series A preferred holders receive $25.00 in cash plus accrued dividends.
GNL expects an immediate 4% accretion to AFFO per share and about $6 million of annual identified synergies.
Expected closing in the third quarter of 2026; the Outside Date is February 3, 2027.
Termination fees are $10 million payable by Modiv in certain cases and $15 million payable by the non-terminating party after a material uncured breach.
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.