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).
Knight-Swift completed a private offering of $1.5 billion of 1.00% convertible senior notes due November 15, 2031, including $200 million from an option that the initial purchasers exercised in full. The company plans to use the proceeds to repay term loans and part of its revolving credit line, and it paid about $92.8 million for capped call transactions meant to reduce potential dilution from conversion.
$1.5 billion principal, including $200 million option exercised in full; closed May 8, 2026
Initial conversion price of about $80.11 per share, a 30% premium to the $61.62 close on May 5, 2026
Proceeds to repay $300 million term loan due 2027, $400 million of the 2025 Term Loan A-1, and part of the revolver
Company may not redeem the notes before May 21, 2029
Franklin Holdings, LLC, the sponsor of Franklin Crypto Trust's Franklin Crypto Index ETF, appointed Christopher Kings as chief financial officer and Christopher Berarducci as chief accounting officer and treasurer, both effective May 8, 2026. Vivek Pai and Matthew Hinkle resigned from the roles they held at the sponsor on the same date, and the filing states their resignations did not result from any disagreement over the Fund's operations, policies or practices.
Christopher Kings, 51, appointed chief financial officer of the Sponsor on May 8, 2026, and has served as Senior Vice President of Franklin Templeton Services, LLC since 2024.
Christopher Berarducci, 51, appointed chief accounting officer and treasurer of the Sponsor on May 8, 2026, and has served as Vice President, Fund Administration and Reporting of Franklin Templeton since 2020.
Vivek Pai resigned as chief accounting officer and treasurer, and Matthew Hinkle resigned as vice president and chief financial officer of the Sponsor, both effective May 8, 2026.
The filing states neither resignation was the result of a dispute or disagreement with the Sponsor or the Fund on any matter relating to the Fund's operations, policies or practices.
The sponsor of the Franklin Bitcoin ETF, Franklin Holdings, LLC, appointed Christopher Kings as Chief Financial Officer and Christopher Berarducci as Chief Accounting Officer and Treasurer on May 8, 2026. The same day, Matthew Hinkle and Vivek Pai resigned from their sponsor roles, and the filing states their resignations were not due to any disagreement over the Fund's operations, policies or practices.
Christopher Kings, 51, appointed Chief Financial Officer of the Sponsor on May 8, 2026; he is also a Senior Vice President of Franklin Templeton Services, LLC since 2024
Berarducci, 51, appointed Chief Accounting Officer and Treasurer of the Sponsor on May 8, 2026; he has been Vice President, Fund Administration and Reporting at Franklin Templeton since 2020
Matthew Hinkle resigned as Vice President and Chief Financial Officer of the Sponsor, and Vivek Pai resigned as Chief Accounting Officer and Treasurer, both effective May 8, 2026
On May 8, 2026, Franklin Holdings, the sponsor of the Franklin Solana ETF, appointed Christopher Kings as chief financial officer and Christopher Berarducci as chief accounting officer and treasurer. The same day, Matthew Hinkle and Vivek Pai resigned from their sponsor roles, and the filing says neither resignation involved a dispute over the fund's operations, policies or practices.
Christopher Kings, 51, named CFO of the sponsor effective May 8, 2026; he has been a Senior Vice President of Franklin Templeton Services, LLC since 2024
Christopher Berarducci, 51, named chief accounting officer and treasurer of the sponsor; he has been Vice President, Fund Administration and Reporting at Franklin Templeton since 2020
Matthew Hinkle resigned as vice president and CFO of the sponsor, and Vivek Pai resigned as chief accounting officer and treasurer, both effective May 8, 2026
Filing states the resignations were not the result of any dispute or disagreement with the sponsor or the fund
HEI reported first-quarter 2026 net income of $30 million, or $0.18 per diluted share, up from $27 million, or $0.15, a year earlier. Excluding Maui wildfire-related costs and Pacific Current strategic review expenses, core net income fell to $31 million, or $0.18, from $40 million, or $0.23. The company also said leadership will be consolidated effective June 1, with Scott Seu becoming CEO of both HEI and Hawaiian Electric, and it expects higher utility operations and maintenance expenses for 2026.
GAAP net income was $30 million ($0.18 per diluted share) versus $27 million ($0.15) in Q1 2025; revenue was $746.4 million versus $744.1 million.
Core net income was $31 million ($0.18 per diluted share) versus $40 million ($0.23) in Q1 2025.
Hawaiian Electric expects 2026 O&M expense, excluding pension, to significantly outpace inflation, and the first of four $479 million settlement payments was issued in April.
Effective June 1, Scott Seu becomes CEO of HEI and Hawaiian Electric, and Shelee Kimura becomes President of both companies.
Construction Partners reported fiscal second-quarter 2026 results for the period ended March 31, 2026, with revenue of $769.2 million, up 34.5% from a year earlier, and diluted EPS of $0.16 versus $0.08. The company raised its fiscal 2026 outlook, now projecting revenue of $3.590 billion to $3.650 billion and net income of $159.0 million to $162.0 million. Both headline measures improved and guidance was raised, though the company's adjusted figures are non-GAAP measures.
Revenue was $769.2 million versus $571.7 million a year earlier; gross profit was $98.9 million versus $71.4 million.
Net income was $9.2 million, or $0.16 diluted EPS, versus $4.2 million, or $0.08; Adjusted EBITDA was $93.3 million, up 34.6%.
Project backlog reached a record $3.14 billion at March 31, 2026, up from $2.84 billion at March 31, 2025.
FY2026 outlook raised: Adjusted EBITDA of $552.0 million to $564.0 million, including the expected contribution of the Four Star Paving acquisition.
Koppers said it has made a conditional decision to discontinue distillation and chemical manufacturing at its Stickney, Illinois, facility, affecting about 85 employees and subject to union bargaining. The company expects pre-tax charges of $227 million to $262 million through 2029, and it reported first quarter 2026 results alongside revised 2026 adjusted EBITDA and adjusted EPS guidance.
Stickney production expected to wind down by December 31, 2026; shift to Nyborg, Denmark tentatively targeted for Q4 2026
Pre-tax charges of $227 million to $262 million through 2029, including $170 million to $195 million non-cash and $57 million to $67 million cash
Q1 2026 net income of $7.1 million vs. a $13.9 million loss a year earlier; net sales of $455.3 million vs. $456.5 million; adjusted EPS of $0.57 vs. $0.71
2026 adjusted EBITDA guidance revised to $240 million to $260 million; adjusted EPS guidance of $3.80 to $4.60
Arbor Realty Trust reported first quarter 2026 GAAP net income of $0.6 million, or $0.00 per diluted share, down from $30.4 million, or $0.16, a year earlier. Distributable earnings were $14.4 million, or $0.07 per diluted share, versus $57.3 million, or $0.28, and the company also declared a $0.17 per share quarterly dividend. The sharp drop in earnings matters to shareholders because it comes with $22.9 million of net realized losses from resolving certain legacy assets.
GAAP net income of $0.6 million, or $0.00 per diluted share, versus $30.4 million, or $0.16, in Q1 2025
Distributable earnings of $14.4 million, or $0.07 per diluted share, versus $57.3 million, or $0.28; excluding $22.9 million of net realized losses, $0.18 per share
Board declared a quarterly cash dividend of $0.17 per share, payable June 5, 2026 to holders of record May 22, 2026
Purchased $30.7 million of stock at an average price of $7.46 per share, or 66% of book value
Dauch reported first quarter 2026 sales of $2.38 billion, up from $1.41 billion a year earlier, mainly because of the Dowlais acquisition. The company posted a net loss attributable to Dauch of $(100.3) million, or $(0.52) per share, compared with net income of $7.1 million a year earlier, while adjusted EBITDA rose to $308.5 million. It also raised its full-year 2026 sales range to $10.3 - $10.8 billion and its adjusted EBITDA range to $1.3 - $1.425 billion.
Q1 2026 sales were $2.38 billion versus $1.41 billion in Q1 2025.
Net loss attributable to Dauch was $(100.3) million, or $(0.52) per share, versus net income of $7.1 million, or $0.06 per share, a year earlier.
Adjusted EPS was $0.34 versus $0.22; adjusted EBITDA was $308.5 million versus $177.7 million.
TDS reported first quarter 2026 total operating revenues from continuing operations of $309.5 million, up from $290.4 million a year earlier, and diluted earnings per share from continuing operations of $1.11, compared with a loss of $(0.20). The filing ties the profit swing partly to a $150.9 million book gain on an Array spectrum license sale closed January 13, 2026, and both business units reaffirmed their 2026 guidance. The company also disclosed a non-binding proposal, delivered May 7, 2026, to acquire the Array shares it does not already own.
Total operating revenues were $309.5 million, up 7%; TDS Telecom revenue fell 3% to $249.6 million while Array revenue rose 93% to $52.0 million.
Diluted EPS from continuing operations was $1.11 versus $(0.20) a year earlier; the filing records a $150.9 million book gain on the January 13, 2026 Array spectrum sale.
TDS Telecom and Array both reaffirmed 2026 guidance, with all estimates shown as unchanged from prior estimates.
On May 7, 2026, TDS delivered a non-binding proposal to acquire all Array common shares it does not own; a special committee of independent directors was formed to evaluate it.
Array reported first quarter 2026 revenue of $52.0 million, up from $27.0 million a year earlier, and net income attributable to Array shareholders of $179.8 million, or $2.08 per diluted share, versus $4.7 million, or $0.05, in the first quarter of 2025. The results include a $156.6 million book gain from a spectrum license sale, and the company reaffirmed its 2026 guidance, which it left unchanged. The filing also discloses a non-binding proposal from TDS, which owns about 81.9% of Array, to acquire the Array shares it does not own.
Q1 2026 total operating revenues were $52.0 million, versus $27.0 million in Q1 2025; site rental revenues grew 92%.
Net income attributable to Array shareholders was $179.8 million from continuing operations, or $2.08 per diluted share, including a $156.6 million book gain on spectrum license sales.
2026 guidance is unchanged: total operating revenues $200-$215 million and Adjusted EBITDA $200-$215 million.
On May 7, 2026, TDS proposed in a non-binding letter to acquire all Array common shares it does not own; a special committee of independent directors was formed to evaluate it.
Ultralife reported first-quarter 2026 sales of $47.4 million, down 6.5% from $50.7 million a year earlier, and an operating loss of $0.2 million compared with operating income of $3.4 million. The company cited a power outage, lost production days at its Raynham, MA facility, and weak Communications Systems orders, and said its record backlog of $115.1 million gives it a basis to restore profitability in 2026.
Sales were $47.4 million versus $50.7 million; Communications Systems sales fell 25.7% to $3.3 million.
GAAP EPS was ($0.03) versus $0.11, and adjusted EBITDA was $3.2 million versus $5.4 million.
Operating result included one-time costs of $1.7 million; gross margin fell to 21.3% from 25.1%.
Backlog reached $115.1 million, up from $110.2 million at the end of 2025.
Sylvamo reported a first-quarter 2026 net loss of $3 million, or $0.08 per diluted share, compared with net income of $27 million a year earlier. Net sales fell to $755 million from $821 million, and adjusted EBITDA dropped to $29 million from $90 million, which the company attributed to a transition year with capacity constraints, lower sales volume and higher costs. The company also declared a $0.45 dividend for the second quarter and did not provide new full-year guidance in the release.
Net loss of $3 million, or $0.08 per diluted share, versus net income of $27 million, or $0.65 per diluted share, in Q1 2025
Net sales of $755 million versus $821 million in Q1 2025 and $890 million in Q4 2025
Adjusted EBITDA of $29 million (4% margin) versus $90 million (11% margin) in Q1 2025; free cash flow was negative $59 million
Board declared a $0.45 dividend for the second quarter, paid April 28
Fluor reported first-quarter 2026 results on May 8, 2026. GAAP net earnings attributable to Fluor were $160 million, or $1.08 per share, compared with a loss of $241 million a year earlier, helped by a $124 million gain on the sale of CFHI. However, revenue fell 8% to $3.6 billion, adjusted EBITDA fell to $60 million from $155 million, and the company lowered the upper end of its 2026 adjusted EBITDA guidance, which matters to shareholders because it signals weaker expected profit for the year.
Revenue was $3.6 billion, down 8% year over year; GAAP EPS was $1.08 versus a loss of $1.42 a year earlier, while adjusted EPS was $0.14 versus $0.73.
Adjusted EBITDA guidance for 2026 was narrowed to $525 million to $560 million from $525 million to $585 million, citing cost growth on a mining project in the Americas and a temporary slowdown on another project due to Middle East geopolit
Mission Solutions posted a segment loss of $71 million, which included $96 million triggered by a court ruling on a lawsuit filed in 2013.
Q1 operating cash flow was $110 million, and share repurchases totaled $516 million, with the company targeting $1.4 billion for 2026.
ANI Pharmaceuticals reported first quarter 2026 revenue of $237.5 million, up 20.5% from a year earlier, and GAAP net income of $29.5 million, or $1.28 per diluted share, compared with $0.69 a year earlier. The company raised its 2026 total net revenue, adjusted EBITDA and adjusted diluted EPS guidance and authorized a $100 million share repurchase program.
Q1 2026 total net revenues of $237.5 million, up 20.5%; Cortrophin Gel net revenues of $75.1 million, up 42.1%
GAAP diluted EPS of $1.28 vs. $0.69 a year earlier; adjusted non-GAAP diluted EPS of $2.05 vs. $1.70
2026 total net revenue guidance raised to $1,080 million to $1,140 million from $1,055 million to $1,115 million; adjusted non-GAAP EBITDA raised to $285 million to $300 million
Board authorized a $100 million share repurchase program effective May 8, 2026, running through May 2029; Brands net revenues fell 50.9%
Interface reported first-quarter 2026 net sales of $331 million, up 11.3% year over year, with GAAP diluted EPS of $0.40 versus $0.22 a year earlier. The company raised its full-year 2026 net sales outlook to $1.450 billion to $1.480 billion from $1.420 billion to $1.460 billion, which signals higher expected revenue for shareholders this year.
Q1 2026 net sales $331.0 million, up 11.3%; up 6.8% on a currency-neutral basis
GAAP diluted EPS $0.40 vs. $0.22; adjusted diluted EPS $0.41 vs. $0.25, up 64.0%
Full-year 2026 net sales guidance raised to $1.450 billion to $1.480 billion; capital expenditure guidance raised to $60 million from $55 million
Company repurchased $12.0 million of common stock in the first quarter
Innospec reported first-quarter 2026 revenue of $453.2 million, up 3% from a year earlier, but GAAP diluted EPS fell to $1.22 from $1.31 and adjusted EPS fell to $1.05 from $1.42, with Performance Chemicals hit by a January 2026 US winter storm. The Board raised the semi-annual dividend 10% to $0.92 per share and authorized a new $75 million share repurchase program starting May 12, 2026.
Revenue $453.2 million vs. $440.8 million; Performance Chemicals operating income fell 46% to $10.7 million
GAAP diluted EPS $1.22 vs. $1.31; adjusted non-GAAP EPS $1.05 vs. $1.42
Semi-annual dividend of $0.92 per share, up 10%, payable May 29, 2026 to holders of record May 19, 2026
New $75 million buyback over three years replaces the $50 million authorization, of which about $16 million remained
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.