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).
Ziff Davis reported first quarter 2026 results with lower revenue, operating income and profit from continuing operations than a year earlier. The company deferred its fiscal 2026 guidance while it evaluates options, including the agreed sale of its Connectivity business, which is now reported as discontinued operations. Net income including discontinued operations was $22.3 million, and shareholders elected eight directors and approved KPMG LLP as auditor at the May 6 annual meeting.
Revenue was $267.6 million in Q1 2026 versus $272.8 million in Q1 2025, down 1.9%.
Net loss from continuing operations was $0.8 million, or $0.02 per diluted share, versus net income of $9.8 million, or $0.23 per share, a year earlier.
Adjusted EBITDA fell to $63.4 million from $71.4 million, and fiscal 2026 guidance was deferred while the company works with outside advisors.
At the May 6, 2026 annual meeting, all eight director nominees were elected, KPMG LLP was ratified as auditor, and the advisory pay vote was approved.
Grainger reported first-quarter 2026 sales of $4.7 billion, up 10.1%, and diluted EPS of $11.65, up 18.2% from a year earlier. The company raised its full-year 2026 guidance, including diluted adjusted EPS of $44.25 to $46.25, up from $42.25 to $44.75, and announced a 10% quarterly dividend increase.
Q1 2026 sales were $4.7 billion, up 10.1%, or 12.2% on a daily, organic constant currency basis
Diluted EPS was $11.65, up 18.2%, and operating margin was 16.7%, up 110 basis points
Updated 2026 diluted adjusted EPS guidance is $44.25 to $46.25, versus the prior $42.25 to $44.75
Quarterly dividend increased 10%; first-quarter operating cash flow was $739 million
Six Flags said CFO Brian Witherow and Chief Legal and Compliance Officer Brian Nurse will both leave effective May 8, 2026. Chief Accounting Officer David Hoffman will serve as interim CFO, and the company has not yet named a permanent successor. The filing says the company will provide an update when its CFO succession process is complete, and it was filed alongside a separate first quarter 2026 results release.
Brian Witherow steps down as CFO and Brian Nurse departs as Chief Legal and Compliance Officer, both effective May 8, 2026.
David Hoffman, 57, Chief Accounting Officer, becomes interim CFO effective May 8, 2026, with an additional $20,000 cash payment per month for the role.
Amy Martin Ziegenfuss will become Chief Marketing Officer and Christopher Bennett will become Chief Legal and Compliance Officer, both effective June 3, 2026.
No permanent CFO has been named; the company says its succession process has advanced and it will provide an update when complete.
Geospace Technologies reported fiscal second-quarter 2026 revenue of $19.7 million, up from $18.0 million a year earlier, but its net loss widened to $11.1 million, or $(0.86) per diluted share, from $9.8 million, or $(0.77). The company also said it will cut about 20% of its workforce, with expected annualized savings of roughly $12 million and about $1.3 million in restructuring charges.
Q2 revenue $19.7 million vs. $18.0 million a year earlier; Smart Water revenue fell to $3.7 million from $9.5 million
Six-month net loss $20.8 million, or $(1.62) per diluted share, vs. $1.4 million, or $(0.11), a year earlier; six-month revenue $45.3 million vs. $55.2 million
Workforce reduction of approximately 20% with a voluntary early retirement program; roughly $12 million annualized savings and about $1.3 million in restructuring charges expected in the second and third quarters of fiscal 2026
Cash and cash equivalents of $13.4 million at March 31, 2026, with $25.0 million of undrawn bank borrowing availability
GDL Fund disclosed that its chairman and portfolio manager, Mario J. Gabelli, was admitted to the hospital for observation and testing after a medical incident on March 19, 2026, and that his condition is improving. The timeline for his return is not yet known, so day-to-day operations will be led by co-CEO Douglas R. Jamieson and new GAMCO President Christopher J. Marangi, with Willis Brucker managing the Fund's portfolio.
Mario J. Gabelli was admitted to the hospital after a medical incident on March 19, 2026; the filing says his condition is improving.
No timeline for Mr. Gabelli's return has been set.
GAMCO named Christopher J. Marangi its President on March 22, 2026, under a succession plan in place for several years.
Willis Brucker will handle day-to-day management of the Fund's portfolio during Mr. Gabelli's absence.
The Fund disclosed that Mario J. Gabelli, its Trustee and Chairman, was admitted to hospital for observation and testing after a medical incident on March 19, 2026, and that his condition is improving but his return date is unknown. Kevin V. Dreyer and Christopher J. Marangi now lead the Fund's portfolio management team in his absence, which matters to shareholders because the day-to-day investment leadership has changed while the timeline for his return remains undetermined.
Mario J. Gabelli was admitted to hospital after a medical incident on March 19, 2026; his condition is improving, but his return timeline is not known.
On March 22, 2026, GAMCO implemented a succession plan naming Christopher J. Marangi President of GAMCO.
Kevin V. Dreyer and Christopher J. Marangi lead the Fund's portfolio management team during Mr. Gabelli's absence.
Douglas R. Jamieson and Christopher J. Marangi will lead GAMCO's day-to-day operations.
The Trust disclosed that Mario J. Gabelli, its trustee and chief investment officer, was admitted to hospital for observation and testing after a medical incident on March 19, 2026. The filing says his condition is improving but his return timeline is unknown, and Kevin V. Dreyer and Christopher J. Marangi now lead the Fund's portfolio management team in his absence.
Mario J. Gabelli was hospitalized for observation and testing after a medical incident on March 19, 2026; his return date is not yet known.
On March 22, 2026, GAMCO implemented a succession plan and named Christopher J. Marangi its President.
Kevin V. Dreyer and Christopher J. Marangi lead the Fund's portfolio management team during Mr. Gabelli's absence.
Day-to-day operations of GAMCO continue under co-CEO Douglas R. Jamieson and Christopher J. Marangi.
The Fund disclosed that Mario J. Gabelli, its Trustee and Chairman and Chief Investment Officer, was admitted to hospital for observation and testing after a medical incident on March 19, 2026, and that his condition is improving with the timeline for his return not yet known. Co-Chief Investment Officers Kevin V. Dreyer and Christopher J. Marangi are leading the Fund's portfolio management team in his absence, which matters to shareholders because day-to-day investment leadership has changed.
Mario J. Gabelli was admitted to hospital after a medical incident on March 19, 2026; his condition is improving, but no return date has been set.
On March 22, 2026, GAMCO implemented a succession plan under which Christopher J. Marangi was named President of GAMCO.
Kevin V. Dreyer and Christopher J. Marangi lead the Fund's portfolio management team during Mr. Gabelli's absence.
Douglas R. Jamieson and Christopher J. Marangi will continue to lead GAMCO's day-to-day operations.
Concentra Group Holdings Parent reported first-quarter 2026 revenue of $569.6 million, up 13.7%, and net income of $52.3 million, up 28.7%, with earnings per share of $0.39 versus $0.30 a year earlier. The company raised its full-year 2026 guidance and declared a $0.0625 per share cash dividend, while repurchasing $15.0 million of its shares in the quarter. The filing does not state the prior guidance, so the size of the raise cannot be measured from it.
Net income of $52.3 million, up 28.7% from $40.6 million; earnings per share of $0.39 versus $0.30
Adjusted EBITDA of $120.7 million, up 17.6% from $102.7 million; free cash flow of $9.9 million versus negative $4.0 million
Raised 2026 outlook: revenue of $2.275 billion to $2.375 billion; Adjusted EBITDA of $460 million to $480 million; free cash flow of $215 million to $235 million
Cash dividend of $0.0625 per share, payable June 9, 2026, to holders of record on May 19, 2026
BT Brands terminated its September 2, 2025 merger agreement with Aero Velocity Inc. on May 1, 2026, citing the failure of the registration statement to be declared effective by the SEC and the absence of a closing by April 30, 2026. On May 4, 2026, Aero's counsel asserted the termination was invalid, and BT Brands disputes that claim, so the outcome of the disagreement is uncertain for shareholders.
Termination notice delivered May 1, 2026 under Section 7.1(b) of the merger agreement
Company does not believe any termination fee or material early termination penalty is payable
Aero counsel letter dated May 4, 2026 asserts the termination was invalid; company disputes this
Merger would have converted Aero shares into BT Brands Series A Preferred Stock
S&P Global announced that its subsidiary Mobility Global Inc. has publicly filed a Form 10 registration statement with the SEC for the planned separation of S&P Global's Mobility division into an independent public company. The separation is expected to be completed in mid-2026, subject to customary approvals, final approval by the S&P Global Board, and SEC effectiveness of the Form 10.
Form 10 registration statement filed with the SEC by Mobility Global Inc. (press release dated May 7, 2026)
S&P Global expects to complete the separation in mid-2026, subject to conditions including S&P Global Board approval and SEC effectiveness
Mobility Global brands named in the release include CARFAX, Polk and automotiveMastermind; Bill Eager is CEO of Mobility Global
Berkshire Hathaway said Charles C. Chang will succeed Marc D. Hamburg as chief financial officer on June 1, 2026, with an annual cash salary of $8 million. The filing also covers a May 2, 2026 annual meeting, where shareholders approved executive pay and rejected a shareholder proposal on workforce oversight, and a May 3, 2026 bylaw update; the 8-K itself does not report first-quarter earnings figures.
Charles C. Chang succeeds Marc D. Hamburg as CFO on June 1, 2026, at an annual cash salary of $8 million.
Berkshire estimates the cost of Hamburg's NetJets flight benefit at about $490,000 per year, for up to 30 flight hours a year through May 31, 2037.
Advisory say-on-pay vote: 403,351 for and 30,251 against at the May 2, 2026 annual meeting.
Shareholder proposal on workforce and human-capital oversight: 65,023 for and 367,387 against, so it did not pass.
Mettler-Toledo reported first-quarter 2026 results on May 7, 2026, with reported sales up 7% to $947.1 million and GAAP diluted EPS of $8.33, compared with $7.81 a year earlier. Adjusted EPS rose 9% to $8.91. The company raised its full-year 2026 adjusted EPS forecast to $46.30 to $46.95 from $46.05 to $46.70, while its local currency sales growth forecast of about 4% was unchanged.
Reported sales rose 7% to $947.1 million; local currency sales rose 3%, or 1% excluding acquisitions.
GAAP diluted EPS was $8.33 versus $7.81; adjusted EPS was $8.91 versus $8.19, up 9%.
Full-year 2026 adjusted EPS forecast raised to $46.30 to $46.95 from $46.05 to $46.70.
Second-quarter 2026 adjusted EPS forecast is $10.70 to $10.85, with local currency sales growth of about 3%.
Puma Biotechnology reported first quarter 2026 results, with total revenue of $44.8 million, down from $46.0 million a year earlier, and a GAAP net loss of $3.8 million, compared with net income of $3.0 million in the first quarter of 2025. The company raised its full-year 2026 total revenue and net income outlook, and said it repaid its remaining debt on May 4, 2026.
Total revenue was $44.8 million versus $46.0 million in Q1 2025; net product revenue was $42.0 million versus $43.1 million.
GAAP net loss of $3.8 million, or $0.07 per share, versus net income of $3.0 million, or $0.06 per share, a year earlier.
Full-year 2026 total revenue outlook raised to $222–$229 million from $214–$221 million; net income outlook raised to $16–$19 million from $10–$13 million.
Final payment under the 2021 Note Purchase Agreement was remitted on May 4, 2026, reducing outstanding debt to zero.
Upwork announced a restructuring plan to cut its total workforce by about 24%, with execution expected to be substantially complete in the fourth quarter of 2026. The company also reported first-quarter 2026 revenue of $195.5 million, up 1%, while GAAP net income fell 17% to $31.5 million, and it raised its full-year 2026 adjusted EBITDA guidance.
Workforce reduction of about 24%, expected to be substantially complete in Q4 2026
Estimated pre-tax restructuring charges of $16 million to $23 million, mostly in Q2 2026 and mostly cash
Q1 2026 revenue $195.5 million, up 1%; GAAP net income $31.5 million, down 17%; GAAP diluted EPS $0.24 vs. $0.27
Full-year 2026 adjusted EBITDA guidance $250 million to $260 million, raised per the press release
Carnival Corporation and Carnival plc completed the unification of their dual listed company structure under Carnival Corporation Ltd., and Carnival Corporation moved its incorporation from Panama to Bermuda. Carnival plc became a wholly-owned UK subsidiary, and its London and NYSE trading and listings were cancelled. The company says the changes are expected to create a single global share price, simplify governance and reporting, reduce administrative costs and increase liquidity and index weighting.
Each Carnival plc shareholder under the scheme receives one Common Share for each Carnival plc share held at 6 p.m. (BST) on May 5, 2026
ADSs were exchanged for Common Shares of Carnival Corporation Ltd. on a one-for-one basis, and the Deposit Agreement with JPMorgan Chase Bank, N.A. was terminated
Carnival plc listings on the FCA Official List and London Stock Exchange were cancelled on May 7, 2026, and the NYSE suspended trading in the CUK ADSs and trust shares before the May 7 open
Common Shares continue to trade on the NYSE under the symbol CCL
On May 1, 2026, a Liberty Energy subsidiary signed two supply contracts with Bergen Engines AS for power generation equipment, with an aggregate purchase price of $505 million, for the company's prospective data center and other distributed power projects. Delivery is expected from the second half of 2027 through 2028, and Liberty must provide a parent guarantee for a specified portion of the price, so the deal commits significant capital ahead of those projects.
Two contracts priced at $224.4 million and $280.6 million, for an aggregate $505 million.
Contracts dated May 1, 2026; equipment delivery and takeover expected from the second half of 2027 through 2028.
Liberty must provide a parent guarantee for a specified portion of the contract price.
Termination for convenience requires Bergen's prior written agreement and certain payments to Bergen.
RingCentral reported first-quarter 2026 results on May 7, 2026. Total revenue rose about 5% year over year to $644 million, and GAAP diluted EPS was $0.35, compared with a loss of $0.11 a year earlier. The company raised its full-year 2026 outlook for revenue, margins and free cash flow, which is a direct gain for shareholders.
Total revenue was $644 million, up from $612 million in the first quarter of 2025.
GAAP diluted EPS was $0.35, versus $(0.11) a year earlier; non-GAAP diluted EPS was $1.20, versus $1.00.
Full-year 2026 total revenue guidance was raised to $2.62 billion to $2.64 billion; free cash flow guidance was raised to $590 million to $605 million.
A quarterly dividend of $0.075 per share is payable June 11, 2026, to holders of record on June 2, 2026.
StandardAero reported first-quarter 2026 revenue of $1.6 billion, up 13.3% from a year earlier, and net income of $79.9 million, up from $62.9 million. The company raised its full-year 2026 guidance for revenue, Adjusted EBITDA and Adjusted EPS, and said it announced the acquisition of Unified Turbines.
Revenue was $1,626.9 million, up 13.3% from $1,435.6 million; diluted GAAP EPS was $0.24 versus $0.19
Adjusted Diluted EPS was $0.33 versus $0.29; Adjusted EBITDA rose 2.5% to $203.2 million, with margin down 130 basis points to 12.5%
Free cash flow for the quarter was negative $133.7 million; the company repurchased about 2.0 million shares for $60.1 million
Full-year 2026 Adjusted EPS guidance is $1.40 to $1.50 and free cash flow guidance is $270 million to $300 million
KLA's board approved a ten-for-one forward stock split of its common stock, with shares trading on a split-adjusted basis from June 12, 2026, and raised the quarterly cash dividend to $2.30 per share, a 21% increase. The company said the split does not change overall market capitalization or stockholder ownership percentages, and the expected post-split dividend is $0.23 per share.
Holders of record on June 4, 2026 receive nine additional shares for each share held; split effective after the close on June 11, 2026.
Authorized common shares increase from 500,000,000 to 5,000,000,000.
Quarterly dividend of $2.30 per share payable June 2, 2026 to holders of record on May 18, 2026, up 21% from the dividend announced March 12, 2026.
The dividend to be declared in August 2026 is expected to be $0.23 per share after the split.
WillScot reported first quarter 2026 revenue of $549 million, down from $560 million a year earlier, and net income of $28 million, down from $43 million. The company nonetheless raised its full year 2026 outlook to $2.250 billion in revenue and $915 million in Adjusted EBITDA, citing improving demand from larger projects, while saying it has not seen improved demand across local markets.
Q1 2026 revenue $549 million vs. $560 million in Q1 2025; diluted EPS $0.15 vs. $0.23
Adjusted EBITDA $211 million vs. $229 million; Adjusted EBITDA margin 38.5% vs. 40.9%
2026 outlook raised to $2.250 billion revenue, $915 million Adjusted EBITDA and $325 million Net CAPEX
Total debt reduced by $76 million in the quarter to $3.514 billion
Clarus reported first quarter 2026 sales of $61.9 million, up 2.5%, and a net loss of $3.3 million, narrower than the $5.2 million loss a year earlier. The company also lowered its fiscal 2026 sales and adjusted EBITDA outlook and said its Board has started a review of strategic alternatives, including a possible sale of all or part of the business. The guidance cut and the review add uncertainty for shareholders, while the company reported no debt at March 31, 2026.
Q1 2026 sales were $61.9 million, up from $60.4 million; net loss narrowed to $3.3 million ($0.09 per diluted share) from $5.2 million ($0.14).
FY2026 sales outlook lowered to $245 million to $255 million from $255 million to $265 million; adjusted EBITDA outlook lowered to about $3 million to $5 million from $9 million to $11 million.
Board initiated a review of strategic alternatives with no deadline; Jefferies LLC retained as financial advisor.
Cash totaled $29.8 million at March 31, 2026, compared with $36.7 million at December 31, 2025; the company reported no debt at either date.
Post Holdings reported second-quarter fiscal 2026 net sales of $2.0 billion, up 4.7%, and net earnings of $81.9 million, up 30.8%, and affirmed its fiscal 2026 Adjusted EBITDA outlook of $1,550-$1,580 million. The filing also says Nicolas Catoggio, the current Chief Operating Officer, will become President and Chief Executive Officer on October 1, 2026, while Robert V. Vitale moves to Executive Chairman, and the Board approved a new $600.0 million share repurchase authorization.
Q2 diluted EPS was $1.56, versus $1.03 a year earlier; Adjusted diluted EPS was $1.94, versus $1.41.
Q2 Adjusted EBITDA was $395.0 million, up 14.0% from $346.5 million.
Robert V. Vitale moves from President and CEO to Executive Chairman; Nicolas Catoggio becomes President and CEO, both effective October 1, 2026.
New $600.0 million buyback authorization takes effect May 9, 2026; the existing $500.0 million authorization is cancelled May 8, 2026, with $236.6 million remaining.
Block reported first-quarter 2026 gross profit of $2.91 billion, up 27% year over year, and Adjusted Diluted EPS of $0.85, up 52%, both above its guidance. It raised full-year 2026 guidance to $12.33 billion in gross profit and $3.85 in Adjusted Diluted EPS, but GAAP results included a $172 million operating loss and a $309 million net loss attributable to common stockholders, driven by $852 million in restructuring and other charges.
Q1 2026 gross profit was $2.91 billion, up 27% year over year; Cash App gross profit rose 38% and Square gross profit rose 9%.
GAAP diluted net loss per share was $0.52; Adjusted Diluted EPS was $0.85, a record.
Full-year 2026 guidance now calls for $12.33 billion in gross profit, $3.34 billion in Adjusted Operating Income and Adjusted Diluted EPS of $3.85.
Q1 charges included $852 million in restructuring and other charges tied to the February organizational change and accrued legal contingencies.
Globus Medical reported first-quarter 2026 net sales of $759.9 million, up 27.0% from a year earlier, and GAAP net income of $124.3 million, up 64.7%. The company reaffirmed its full-year 2026 revenue guidance of $3.18 billion to $3.22 billion and raised its non-GAAP diluted EPS guidance to $4.70 to $4.80 from $4.40 to $4.50.
Q1 2026 net sales were $759.9 million, up 27.0%; base business excluding Nevro rose 13.2% to $677.2 million
GAAP diluted EPS was $0.90 versus $0.54 a year earlier; non-GAAP diluted EPS was $1.12 versus $0.68
Full-year 2026 revenue guidance reaffirmed at $3.18 billion to $3.22 billion
Non-GAAP diluted EPS guidance raised to $4.70 to $4.80 from $4.40 to $4.50
DXC Technology reported fourth-quarter fiscal 2026 revenue of $3.13 billion, down 1.2% year-over-year, and a GAAP net loss attributable to common stockholders of $141 million, compared with net income of $264 million a year earlier. The company guided fiscal 2027 revenue to a 3.0% to 5.0% organic decline and non-GAAP diluted EPS to $2.40 to $2.90, versus $3.23 in fiscal 2026, which points to weaker top-line and per-share results ahead for shareholders.
Q4 FY26 revenue of $3.13 billion, down 1.2% year-over-year and down 6.6% on an organic basis
Q4 FY26 diluted EPS of $(0.84) versus $1.43 a year earlier; non-GAAP diluted EPS of $0.77, down 8.3%
FY27 guidance: revenue of $12.11 billion to $12.35 billion; non-GAAP diluted EPS of $2.40 to $2.90 versus $3.23 in FY26
Repurchased $60 million of shares in Q4 and $250 million for the full fiscal year 2026
Callaway Golf reported first-quarter 2026 net sales of $687.5 million, up 9.2% from a year earlier, and GAAP diluted earnings per share from continuing operations of $0.38, up from $0.33. The company raised its full-year 2026 net sales and Adjusted EBITDA outlook, which matters to shareholders because it signals higher expected results for the year, though the filing notes some first-quarter timing benefits.
Net sales rose to $687.5 million from $629.6 million, with Golf Equipment up 9.5% and Apparel, Gear and Other up 8.4%.
Full-year 2026 net sales outlook raised to $2.015 billion to $2.070 billion, from $1.98 billion to $2.05 billion previously.
Full-year 2026 Adjusted EBITDA outlook raised to $211 million to $233 million, from $170 million to $195 million previously.
GAAP net income from continuing operations was $74.9 million, after a $27.7 million loss from equity method investments; the company settled $258 million of convertible notes on May 1, 2026.
American Healthcare REIT (NYSE: AHR) reported first quarter 2026 GAAP net income attributable to controlling interest of $23.7 million, or $0.13 per diluted share, compared with a loss of $6.8 million a year earlier. It raised its full-year 2026 NFFO per diluted share guidance to $2.03 to $2.09, but lowered its full-year net income per diluted share guidance to $0.51 to $0.57 from $0.75 to $0.81.
Q1 2026 total revenues were $650.8 million, up from $540.6 million in Q1 2025; NFFO was $0.50 per diluted share, up from $0.38.
FY2026 NFFO per diluted share guidance rose to $2.03 to $2.09 from $1.99 to $2.05, and total portfolio Same-Store NOI growth guidance rose to 9.0% to 12.0% from 7.0% to 11.0%.
FY2026 net income per diluted share guidance fell to $0.51 to $0.57 from $0.75 to $0.81.
Net Debt-to-Annualized Adjusted EBITDA improved to 3.0x at March 31, 2026, from 3.4x at December 31, 2025.
Toast reported first-quarter 2026 results, with net income of $126 million, up from $56 million a year earlier, and diluted EPS of $0.20 versus $0.09. The company raised its full-year 2026 adjusted EBITDA outlook to $790 million to $810 million, from $775 million to $795 million, which signals higher expected profitability for shareholders.
Net income was $126 million in Q1 2026, compared with $56 million in Q1 2025.
Operating income was $110 million, compared with $43 million a year earlier.
Full-year 2026 adjusted EBITDA outlook raised to $790 million to $810 million; non-GAAP subscription services and financial technology solutions gross profit growth outlook raised to 21%-23%.
Repurchased 14 million shares for $378 million year-to-date through May 6, 2026.
Microchip reported fourth quarter and fiscal 2026 results on May 7, 2026, with net sales of $1.311 billion, up 35.1% from a year earlier and above the high end of its prior guidance. GAAP net income attributable to common stockholders was $116.4 million, or $0.21 per diluted share, compared with a loss of $156.8 million a year earlier. The company guided June quarter net sales to $1.442 billion to $1.469 billion and non-GAAP EPS to $0.67 to $0.71.
Q4 net sales of $1.311 billion, up 35.1% from $970.5 million a year earlier; GAAP EPS of $0.21 versus a loss of $0.29 per share
Non-GAAP EPS of $0.57 for Q4, up from $0.11 a year earlier; fiscal 2026 non-GAAP EPS of $1.64, up 25.2%
June 2026 quarter net sales guidance of $1.442 billion to $1.469 billion; non-GAAP EPS guidance of $0.67 to $0.71
Quarterly cash dividend of 45.5 cents per common share, payable June 5, 2026 to holders of record on May 22, 2026
CareTrust REIT reported first-quarter 2026 results that improved from a year earlier and raised its full-year 2026 guidance. Normalized FFO was $0.48 per diluted share, up from $0.42, and the company raised its quarterly dividend to $0.39 per share from $0.335. For shareholders, the filing shows higher earnings per share, a larger dividend and higher projected per-share results for 2026.
Net income attributable to CareTrust was $80.2 million, or $0.36 per diluted share, versus $0.35 a year earlier.
Normalized FFO was $107.4 million, or $0.48 per diluted share, versus $0.42 a year earlier.
2026 guidance: Normalized FFO of $2.00 to $2.04 per share and Normalized FAD of $1.98 to $2.02 per share.
Quarterly dividend increased to $0.39 per share from $0.335 per share.
Alarm.com reported first-quarter 2026 total revenue of $265.2 million, up 11.0% from a year earlier, and raised its full-year 2026 SaaS and license revenue guidance by $6.0 million at the midpoint. GAAP net income fell to $23.4 million from $27.7 million, and GAAP diluted EPS fell to $0.47 from $0.52, while non-GAAP adjusted EBITDA rose to $49.6 million. Cash and cash equivalents fell to $497.4 million after the company repaid $500.0 million of 0% convertible notes in January.
Total revenue rose 11.0% to $265.2 million; SaaS and license revenue rose 10.8% to $181.5 million.
GAAP net income was $23.4 million versus $27.7 million; GAAP diluted EPS was $0.47 versus $0.52.
Full-year 2026 SaaS and license revenue guidance is now $749.5 million to $750.5 million; non-GAAP adjusted EBITDA guidance is $215.0 million to $216.0 million.
Cash and cash equivalents were $497.4 million at March 31, 2026, down from $960.6 million at December 31, 2025, mainly due to the January 14, 2026 repayment of $500.0 million in convertible notes.
ESCO Technologies reported fiscal second-quarter 2026 sales of $309 million, up 33.5% from a year earlier, with GAAP EPS from continuing operations of $1.29 and adjusted EPS of $1.91. The company raised its full-year adjusted EPS guidance to $8.00 to $8.25 per share while keeping its revenue guidance at $1.29 billion to $1.33 billion, which signals higher expected profit for shareholders.
Q2 sales rose $78 million (33.5%) to $309 million; organic sales grew 12.8%, and the Maritime acquisition added $48 million.
GAAP EPS from continuing operations was $1.29 versus $1.02; adjusted EPS was $1.91 versus $1.17.
FY2026 adjusted EPS guidance raised to $8.00 to $8.25 from $7.90 to $8.15; revenue guidance maintained at $1.29 billion to $1.33 billion.
The pending Megger Group acquisition is expected to close in Q1 of fiscal 2027.
Globalstar reported first quarter 2026 revenue of $70.1 million, up 17% from a year earlier, and income from operations of $8.2 million versus a loss of $8.5 million in the prior year's quarter. Net loss was $17.4 million, roughly flat year over year. The company also said it will no longer hold earnings calls or update its financial outlook while its pending merger with Amazon is outstanding.
Q1 2026 total revenue was $70.1 million, up from $60.0 million; service revenue rose $9.6 million, mainly from wholesale capacity services.
Adjusted EBITDA was $33.5 million versus $30.4 million; net loss was $17.4 million versus $17.3 million.
Cash and cash equivalents were $358.4 million at March 31, 2026, down from $447.5 million at December 31, 2025, with capital expenditures of $116.4 million in the quarter.
Under the April 13, 2026 merger agreement with Amazon, holders can elect $90.00 cash or 0.3210 Amazon shares per Globalstar share; the Mergers are expected to close in 2027.
Devon Energy completed its all-stock merger with Coterra Energy on May 7, 2026, converting each Coterra common share into the right to receive 0.70 Devon common shares. Devon shareholders will own about 54 percent of the combined company and former Coterra shareholders about 46 percent on a fully diluted basis, and Coterra stock will no longer trade on the NYSE. The filing also raises Devon's authorized common shares from 1,000,000,000 to 2,000,000,000 and changes the board and senior officers, which affects who oversees the combined company.
Each Coterra share converted into 0.70 Devon shares; Coterra stock will no longer be listed on the NYSE.
Devon holders own about 54 percent and former Coterra holders about 46 percent on a fully diluted basis.
Authorized Devon common shares increased from 1,000,000,000 to 2,000,000,000, effective May 7, 2026.
Shannon E. Young III became CFO and Thomas E. Jorden became non-executive Chair; the company targets $1 billion in annual pre-tax synergies by year-end 2027.
Akamai reported first quarter 2026 revenue of $1.074 billion, up 6% year over year, led by 40% growth in Cloud Infrastructure Services. Profit declined, with GAAP net income per diluted share at $0.71, down 13%, and non-GAAP net income per diluted share at $1.61, down 5%. The company also announced that a frontier model provider committed $1.8 billion over seven years for Cloud Infrastructure Services, and it issued second quarter and full-year 2026 guidance.
Q1 2026 revenue was $1.074 billion, up 6%; Security revenue was $590 million, up 11%
GAAP income from operations fell 26% to $114 million; non-GAAP income from operations fell 8% to $283 million
Q2 2026 revenue guidance is $1.075 billion to $1.100 billion; full-year 2026 revenue guidance is $4.445 billion to $4.550 billion
Non-GAAP EPS guidance is $1.45 to $1.65 for Q2 and $6.40 to $7.15 for full-year 2026
Sensus Healthcare reported first-quarter 2026 revenue of $3.4 million, down from $8.3 million a year earlier, as it shipped 14 systems versus 30 and had no direct sales to its historically largest customer. Net loss was $2.6 million, or $0.16 per share, matching the prior-year quarter only because of a $1.6 million income tax benefit, while Adjusted EBITDA worsened to negative $4.2 million.
Revenue was $3.4 million versus $8.3 million for Q1 2025; the company shipped 14 SRT systems versus 30 in the prior-year period.
Net loss was $2.6 million, or $0.16 per share, the same per-share loss as Q1 2025, and included a $1.6 million income tax benefit.
Adjusted EBITDA was negative $4.2 million, compared with negative $2.5 million in Q1 2025.
Cash and cash equivalents were $18.3 million at March 31, 2026, down from $22.1 million at December 31, 2025, with no debt.
Corpay reported first-quarter 2026 revenue of $1,261.0 million, up 25%, and adjusted net income per diluted share of $5.80, up 29%. The company raised its full-year 2026 guidance, citing first-quarter over-performance, higher expected fuel prices and first-quarter trends running ahead of its expectations. GAAP results include a gain on the sale of a business that added about $81 million to net income, and the company repurchased 2.4 million shares for $786 million during the quarter.
Revenue rose 25% to $1,261.0 million from $1,005.7 million; organic revenue growth was 11%.
Adjusted EPS rose 29% to $5.80 from $4.51; GAAP diluted EPS rose 49% to $5.07, including about $1.19 per share from the business sale gain.
Full-year 2026 adjusted EPS guidance is now $26.30 to $27.10, and revenue guidance is $5.250 billion to $5.330 billion.
Second-quarter 2026 outlook calls for revenue of about $1.295 billion and adjusted EPS of $6.55 at the midpoint.
Motorola Solutions reported first-quarter 2026 sales of $2.7 billion, up 7%, and non-GAAP EPS of $3.37, up 6%, while GAAP EPS fell 14% to $2.18 amid a contingent Silvus earnout charge. The company raised its full-year 2026 revenue outlook to approximately $12.8 billion and its non-GAAP EPS outlook to $16.87 to $16.99, supported by record first-quarter backlog of $15.7 billion.
Q1 2026 sales of $2,714 million, up 7% from $2,528 million a year earlier; Software and Services sales up 18%
GAAP operating margin fell to 19.3% from 23.0%, mainly due to an increase in the contingent Silvus earnout
Full-year 2026 revenue outlook raised to approximately $12.8 billion from $12.7 billion; non-GAAP EPS outlook raised to $16.87 to $16.99 from $16.70 to $16.85
Operating cash flow was $451 million, down from $510 million a year earlier
Senseonics reported first quarter 2026 revenue of $11.7 million, up from $6.3 million a year earlier, and raised its full-year 2026 revenue outlook to $60 million to $64 million from $58 million to $62 million. The net loss widened to $32.3 million, or $0.71 per share, from $14.3 million, or $0.40 per share, as selling, general and administrative expenses rose after the company took over U.S. commercialization of Eversense.
Q1 2026 revenue was $11.7 million versus $6.3 million in Q1 2025; U.S. revenue was $9.3 million.
Full-year 2026 revenue outlook was raised to $60 million to $64 million, from $58 million to $62 million previously.
Selling, general and administrative expenses rose to $30.2 million from $7.7 million year over year.
Cash, cash equivalents and investments were $64.6 million, and outstanding indebtedness was $35.2 million, as of the quarter end.
Natural Grocers by Vitamin Cottage reported fiscal second-quarter 2026 results for the three months ended March 31, 2026, with net sales up 0.5% to $337.4 million and net income up 2.5% to $13.4 million, or $0.58 per diluted share. The company narrowed its fiscal 2026 outlook, raising the low end of its diluted EPS range to $2.07 while lowering the top of its comparable store sales growth range to 2.5%, which signals a more modest sales view for shareholders.
Net sales rose $1.6 million, or 0.5%, to $337.4 million, and daily average comparable store sales rose 0.5%.
Diluted EPS was $0.58 versus $0.56 a year earlier; six-month diluted EPS was $1.07 versus $0.99.
Fiscal 2026 diluted EPS outlook is now $2.07 to $2.15 (prior $2.00 to $2.15); comparable store sales growth is now 1.5% to 2.5% (prior 1.5% to 4.0%).
A quarterly cash dividend of $0.15 per share was declared, payable June 3, 2026 to holders of record on May 18, 2026.
Fox Factory reported first-quarter fiscal 2026 net sales of $368.7 million, up 3.9%, and a net loss of $15.0 million, versus a $259.7 million loss a year earlier that included a $262.1 million goodwill impairment. Adjusted EBITDA fell to $35.7 million from $39.6 million, and the company reaffirmed its full-year fiscal 2026 guidance. On May 6, 2026, it also amended its credit agreement, changing borrowing margins and the net leverage covenant.
Net sales were $368.7 million, up from $355.0 million; net loss was $15.0 million, or $0.36 per diluted share, versus a $259.7 million loss a year earlier.
Adjusted EBITDA was $35.7 million versus $39.6 million, and adjusted earnings per diluted share were $0.18 versus $0.23.
Second-quarter fiscal 2026 guidance: net sales of $343 million to $365 million and adjusted EBITDA of $32 million to $40 million; full-year guidance reaffirmed.
On May 6, 2026, the company signed a Sixth Amendment to its credit agreement with Wells Fargo Bank as administrative agent; the net leverage covenant is 5.00 through January 1, 2027, stepping down to 4.00 from June 30, 2028.
FIGS reported first quarter 2026 net revenues of $159.9 million, up 28.0% year over year, and net income of $6.3 million, or $0.03 per diluted share, compared with a net loss of $0.1 million a year earlier. The company raised its full year 2026 outlook to net revenues growth of 14% to 16% and adjusted EBITDA margin of 13.0% to 13.2%, but free cash flow was negative $5.6 million for the quarter.
Net revenues were $159.9 million, up 28.0%; U.S. revenues rose 24.1% to $131.6 million and international revenues rose 49.9% to $28.3 million.
Net income was $6.3 million, or $0.03 per diluted share, versus a net loss of $0.1 million in the first quarter of 2025.
Full year 2026 outlook: net revenues growth of 14% to 16% and adjusted EBITDA margin of 13.0% to 13.2%.
Free cash flow was negative $5.6 million, compared with positive $7.9 million in the first quarter of 2025; active customers reached 3.0 million, up 12.2%.
Covista reported third quarter fiscal 2026 results for the quarter ended March 31, 2026, with revenue of $487.0 million, up 4.5% year-over-year, and raised its fiscal 2026 revenue and adjusted earnings per share guidance. GAAP net income fell to $41.6 million from $60.8 million, and diluted EPS fell to $1.20 from $1.59, after a $16.3 million loss from discontinued operations. Shareholders get higher guidance and growing revenue, but reported profit declined in the quarter.
Revenue $487.0 million, up 4.5% year-over-year; up 8.4% when adjusted for a one-week Walden academic shift
GAAP net income $41.6 million vs. $60.8 million prior year; diluted EPS $1.20 vs. $1.59, including a $16.3 million loss from discontinued operations
Adjusted EPS $1.98 vs. $1.92 prior year
FY2026 revenue guidance raised to $1,930 million-$1,945 million from $1,900 million-$1,940 million; adjusted EPS guidance raised to $7.95-$8.15 from $7.80-$8.00
Fortune Brands reported first-quarter 2026 net sales of $1.0 billion, down 2.1% from a year earlier, and GAAP diluted EPS of $0.20, down 51.8%. The company lowered its 2026 EPS before charges/gains guidance to $3.00 to $3.30 from $3.35 to $3.65 and changed its net sales outlook to down low single digits from flat to 2.0% growth, citing increased commodity inflation and more cautious consumer sentiment. For shareholders, the lower outlook and $42.4 million of governance advisory and leadership transition charges weigh on near-term earnings.
Q1 2026 net sales were $1,011.3 million, down 2.1%; GAAP operating margin was 6.0%, down 340 bps
GAAP diluted EPS was $0.20 versus $0.42 a year earlier; EPS before charges/gains was $0.53, down 19.7%
2026 EPS before charges/gains guidance cut to $3.00 to $3.30 from $3.35 to $3.65
Operating cash flow was $(119.2) million and free cash flow $(139.5) million in Q1; net debt was $2.5 billion, or 2.9x EBITDA before charges/gains
Artivion reported first-quarter 2026 revenue of $116.3 million, up 18% on a GAAP basis from a year earlier, and net income of $1.4 million, or $0.03 per diluted share, compared with a net loss of $0.5 million a year earlier. The company lowered its full-year 2026 revenue and adjusted EBITDA guidance and said it has exercised its option to acquire Endospan, with an expected net purchase price of about $135.0 million to be funded by term loan borrowings and expected to close in the second quarter of 2026.
Q1 2026 revenue $116.3 million, up 18% GAAP and 12% constant currency; net income $1.4 million, or $0.03 per diluted share
2026 revenue guidance cut to $480 million to $496 million from $486 million to $504 million
2026 adjusted EBITDA guidance cut to $100 million to $107 million from $105 million to $110 million
Endospan option exercised May 7, 2026; base price $175.0 million, expected net price about $135.0 million, plus up to $200.0 million contingent consideration
Paylocity reported third-quarter fiscal 2026 results for the period ended March 31, 2026, with total revenue up 10.5% and GAAP net income up to $111.3 million from $91.5 million a year earlier. The board also approved a $1.0 billion increase to the share repurchase authorization, leaving $1.35 billion available as of May 7, 2026, which gives the company more room to buy back its own stock.
Q3 fiscal 2026 total revenue was $502.3 million, up 10.5% year over year; recurring and other revenue was $469.9 million, up 11.6%.
GAAP net income was $111.3 million, or $2.05 per diluted share, compared with $1.61 per diluted share a year earlier.
Fiscal 2026 total revenue guidance is $1.755 billion to $1.760 billion, and the CEO said the company increased its revenue and profitability guidance.
The board approved a $1.0 billion increase to the repurchase program, and the company had repurchased $350 million, or 2.3 million shares, in the first nine months of fiscal 2026.
PTC Therapeutics reported first quarter 2026 total revenue of $272.6 million and a net loss of $2.8 million, or $0.03 per share, compared with net income of $866.6 million a year earlier. The year-earlier figure included $986.2 million of collaboration and license revenue, while net product revenue rose 47% to $225.6 million. The company raised its full-year 2026 product revenue guidance to $750 million to $850 million.
Total revenue was $272.6 million in Q1 2026, versus $1,176.1 million in Q1 2025, which included $986.2 million of collaboration and license revenue.
Net product revenue was $225.6 million, up 47% from $153.4 million a year earlier; Sephience revenue was $124.6 million.
Net loss was $2.8 million, or $0.03 per share, compared with net income of $866.6 million in Q1 2025.
Full-year 2026 total product revenue guidance was raised to $750 million to $850 million, with expected total revenue of $1.08 billion to $1.18 billion; GAAP R&D and SG&A expense guidance was unchanged at $775 million to $815 million.
AvePoint reported first-quarter 2026 total revenue of $117.2 million, up 26% from a year earlier, and GAAP operating income of $12.7 million, up from $3.3 million. It raised full-year ARR guidance to $523.4 million–$529.4 million, but said foreign exchange headwinds more than offset the raise and the first-quarter beat for full-year revenue and non-GAAP operating income guidance.
Q1 SaaS revenue was $93.4 million, up 35%; total revenue was $117.2 million, up 26% (20% in constant currency).
GAAP net income was $15.3 million, or $0.07 per diluted share, versus $0.02 a year earlier.
Full-year 2026 revenue guidance is $509.4 million–$515.4 million and non-GAAP operating income guidance is $91.5 million–$94.5 million, with FX cited as the reason the updates were offset.
Q2 2026 total revenue is expected at $120.3 million–$122.3 million.
Mitek Systems reported fiscal second-quarter 2026 revenue of $54.8 million, up 6% from a year earlier, and GAAP net income of $9.5 million, up from $9.2 million. The company raised its full-year fiscal 2026 revenue and adjusted EBITDA margin guidance, which points to higher expected revenue for shareholders, though GAAP gross margin fell.
Q2 revenue was $54.8 million versus $51.9 million a year ago; SaaS revenue rose 18% to $21.2 million.
GAAP net income was $9.5 million, or $0.20 per diluted share, versus $9.2 million, or $0.20, a year ago.
Fiscal 2026 total revenue guidance was raised to $189 million to $198 million; fiscal third-quarter revenue guidance is $49 million to $53 million.
GAAP gross profit margin was 78.8%, down from 81.2% a year ago; cash and investments were $77.6 million at March 31, 2026, after retiring $155 million of convertible notes.
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