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).
Biglari Holdings reported a first-quarter 2026 net loss of $14.5 million, smaller than the $33.3 million loss in the same quarter of 2025, as investment losses narrowed to $14.7 million from $51.2 million. Pre-tax operating earnings swung to a $4.1 million loss from $10.0 million of earnings a year earlier, and the release does not include guidance. Book value was $2,006.69 per Class A Equivalent share at March 31, 2026.
Net loss of $14.5 million in Q1 2026, versus a $33.3 million net loss in Q1 2025.
Pre-tax operating earnings were a $4.1 million loss, compared with $10.0 million of earnings in Q1 2025.
Investment losses were $14.7 million, compared with $51.2 million in Q1 2025.
Book value was $2,006.69 per Class A Equivalent share at March 31, 2026.
Global Self Storage reported first-quarter 2026 results for the period ended March 31, 2026. Total revenues rose 1.5% to $3.2 million, but operating expenses rose 8.3%, and net income fell to $477,000, or $0.04 per diluted share, from $555,000, or $0.05, a year earlier.
Total revenues rose 1.5% to $3.2 million; total operating expenses rose 8.3% to $2.6 million.
Net income fell to $477,000, or $0.04 per diluted share, from $555,000, or $0.05 per diluted share.
FFO fell 12.6% to $853,000, or $0.08 per diluted share; AFFO fell 11.0% to $958,000.
Quarterly dividend of $0.0725 per share was maintained; same-store occupancy was 93.1% as of March 31, 2026, up 100 basis points.
NI Holdings reported first-quarter 2026 results, with net income of $12.5 million and basic earnings per share of $0.60, up from $6.5 million and $0.31 a year earlier. Gross premiums written fell 15.1% to $57.5 million as the company exited Non-Standard Auto, so profit rose while the top line shrank.
Net income was $12.5 million, up 93.6% from $6.5 million in the first quarter of 2025.
Basic earnings per share were $0.60, compared with $0.31 a year earlier.
Gross premiums written fell 15.1% to $57.5 million, driven by a 99.8% drop in Non-Standard Auto.
Combined ratio improved to 79.7% from 94.4%, and net investment income fell 6.4% to $2.7 million.
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.
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
CG Oncology reported a first-quarter 2026 net loss of $60.2 million, or $(0.71) per share, up from $34.5 million, or $(0.45) per share, a year earlier, while total revenues rose to $1.1 million from $52 thousand. The company says it expects to complete its BLA submission for HR BCG-unresponsive NMIBC in the fourth quarter of 2026, and it ended the quarter with about $1.1 billion in cash, cash equivalents and marketable securities.
Net loss was $60.2 million, or $(0.71) per share, versus $34.5 million, or $(0.45) per share, in Q1 2025.
Total revenues were $1.1 million versus $52 thousand; R&D expenses rose to $43.7 million from $27.5 million.
Cash, cash equivalents and marketable securities were $1.1 billion at March 31, 2026, including about $391.4 million of net at-the-market facility proceeds in Q1.
BLA completion is expected in the fourth quarter of 2026, and PIVOT-006 Phase 3 topline data is anticipated in the first half of 2026.
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.
Oshkosh reported first quarter 2026 results on May 8, 2026. Net income fell to $43.1 million, or $0.68 per diluted share, from $112.2 million, or $1.72, a year earlier, while sales were roughly flat at $2.32 billion. The company kept its 2026 adjusted earnings per share expectation of $11.50 and declared a $0.57 quarterly dividend.
Q1 net income $43.1 million ($0.68 diluted EPS) vs. $112.2 million ($1.72) a year earlier; adjusted EPS $0.85 vs. $1.92
Consolidated operating income fell 53.2% to $82.0 million, or 3.5% of sales, from $175.4 million
2026 outlook maintained: diluted EPS of $10.90 and adjusted EPS of $11.50 on net sales of about $11.0 billion
Quarterly dividend of $0.57 per share, payable June 9, 2026, to holders of record as of May 26, 2026
MSG Sports reported fiscal third-quarter 2026 revenue of $432.2 million, up $8.0 million or 2% from a year earlier, driven mainly by higher league distributions. Operating income fell to $2.0 million, and the net loss widened to $20.0 million, or $0.83 per share, from $14.2 million, or $0.59 per share, a year earlier, so profit weakened even as sales grew.
Revenue of $432.2 million, up $8.0 million or 2%; league distributions rose $27.0 million, partly offset by lower ticket-related revenue down $12.9 million.
Operating income of $2.0 million, down $30.4 million; adjusted operating income of $10.3 million, down $26.6 million, as direct operating expenses rose $38.2 million.
Net loss of $20.0 million, or $0.83 per share, compared with a net loss of $14.2 million, or $0.59 per share, in the prior year quarter.
On February 18, 2026, the board approved exploring a possible spin-off separating the New York Knicks from the New York Rangers.
Wendy's reported first quarter 2026 results for the period ended March 29, 2026. Total revenues rose 3.3% to $540.6 million, but net income fell 42.1% to $22.7 million and global systemwide sales declined 5.5%, driven largely by lower U.S. same-restaurant sales. The company reaffirmed its full-year 2026 outlook, which includes adjusted EBITDA of $460 million to $480 million.
Net income was $22.7 million, down from $39.2 million a year earlier; diluted EPS was $0.12 versus $0.19
Adjusted EBITDA was $111.3 million, down 10.6%; U.S. Company-operated restaurant margin fell to 11.4% from 14.8%
International systemwide sales grew 6.0%; a franchise agreement to build up to 1,000 restaurants in China was announced
No shares were repurchased in the first quarter or through the release date; a $0.14 quarterly dividend is payable June 15, 2026
LENSAR reported first quarter 2026 total revenue of $13.4 million, down 5% from $14.2 million a year earlier, as system sales fell to $0.8 million from $2.6 million. Net income was $36.3 million, compared with a net loss of $27.3 million, but the company said this was mainly due to $10.0 million in acquisition-related income tied to the terminated merger and a $23.9 million non-cash gain on warrant liabilities. Adjusted EBITDA was a loss of $0.3 million, compared with $0.2 million in the prior-year quarter.
Total revenue was $13.4 million, down from $14.2 million; recurring revenue rose 9% to $12.6 million
Net income was $36.3 million, or $1.56 per basic share, versus a net loss of $27.3 million, or $(2.32) per share, a year earlier
Adjusted EBITDA was a loss of $0.3 million, compared with income of $0.2 million in Q1 2025
Cash, cash equivalents and investments were $13.5 million at March 31, 2026, down from $18.0 million a year earlier
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.
AirSculpt reported first-quarter 2026 results for the three months ended March 31, 2026. Revenue was flat year over year at $39.4 million, and the net loss narrowed to $2.4 million from $2.8 million, while adjusted EBITDA fell to $3.3 million from $3.8 million; the company reaffirmed its full-year 2026 revenue and adjusted EBITDA guidance. The company raised $14.6 million through its at-the-market offering program in the quarter, and weighted average shares outstanding rose to 69.5 million from 58.5 million.
Revenue was flat at $39.4 million versus the prior-year first quarter, and same-center sales increased 1%.
Net loss was $2.4 million versus $2.8 million a year earlier; adjusted EBITDA was $3.3 million versus $3.8 million, with margin at 8.4% versus 9.5%.
2026 guidance reaffirmed: revenue of approximately $151 million to $157 million and adjusted EBITDA of approximately $15 million to $17 million.
As of March 31, 2026, cash was $16.7 million; the company raised $14.6 million from its at-the-market offering and paid down $11.4 million of debt in the 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.