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).
AZZ Inc. entered into a Seventh Amendment to its existing credit agreement with Wells Fargo Bank, N.A., as administrative agent, on May 7, 2026. The amendment replaces the revolving credit commitments with extended commitments maturing May 7, 2029, and lowers interest rate margins, commitment fees and letter of credit fees, which would reduce the company's borrowing costs under the facility.
Revolving credit commitments replaced with extended commitments maturing May 7, 2029
Revolving loan interest margins lowered from 175-275 basis points to 125-225 basis points, subject to leverage ratio step-downs
Commitment fees reduced from 20-30 basis points to 15-25 basis points; letter of credit fees reduced from 175-275 basis points to 125-225 basis points
NHC reported first-quarter 2026 net operating revenues of $381.8 million, up 2.2% from $373.7 million a year earlier. GAAP net income attributable to the company rose to $35.9 million, or $2.27 per diluted share, from $32.2 million, or $2.07, and adjusted diluted EPS was $1.91 versus $1.59. The filing also shows dividends declared of $0.64 per share, up from $0.61.
Net operating revenues were $381.8 million for the quarter ended March 31, 2026, compared with $373.7 million a year earlier.
GAAP net income attributable to NHC was $35.9 million, compared with $32.2 million; GAAP diluted EPS was $2.27 versus $2.07.
Adjusted net income, which excludes unrealized gains on marketable equity securities and other non-GAAP items, was $30.1 million, up 21.1% from $24.8 million.
Dividends declared were $0.64 per common share, compared with $0.61 a year earlier.
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.
United-Guardian reported first quarter 2026 net sales of $2,872,222, up from $2,481,127 a year earlier, and net income of $818,902 ($0.18 per share), up from $560,895 ($0.12 per share). The company said the gain was driven by higher pharmaceutical and cosmetic ingredient sales, and also included $303,133 of settlement income from its contract manufacturer of Renacidin.
Net sales rose to $2,872,222 in Q1 2026 from $2,481,127 in Q1 2025.
Net income rose to $818,902 ($0.18 per share) from $560,895 ($0.12 per share).
Settlement income of $303,133 from the Renacidin contract manufacturer contributed to the quarter's results; income from operations was $642,449 versus $610,922.
Management said Ashland Specialty Ingredients' purchases rose 45% year over year after it worked through excess inventory.
SIFCO Industries reported results for its second quarter and first half of fiscal 2026, ended March 31, 2026. Second-quarter net sales rose 39.0% to $26.4 million, and net income from continuing operations was $2.7 million, or $0.43 per diluted share, compared with a loss of $1.3 million, or $(0.22) per diluted share, a year earlier. The results show a return to profit on higher sales for shareholders, and the release includes no financial guidance for future periods.
Second-quarter net sales rose 39.0% to $26.4 million from $19.0 million a year earlier.
Second-quarter net income from continuing operations was $2.7 million, or $0.43 per diluted share, versus a loss of $1.3 million, or $(0.22) per diluted share, in the prior-year quarter.
First-half net sales rose 26.3% to $50.4 million; first-half net income from continuing operations was $4.4 million, or $0.72 per diluted share.
Second-quarter Adjusted EBITDA was $4.8 million, compared with $(0.2) million in the second quarter of fiscal 2025.
PPL reported first-quarter 2026 GAAP earnings of $452 million, or $0.60 per share, up from $414 million, or $0.56 per share, a year earlier. Earnings from ongoing operations were $478 million, or $0.63 per share, compared with $444 million, or $0.60 per share, in the first quarter of 2025. The company reaffirmed its 2026 ongoing EPS forecast of $1.90 to $1.98 and its 6% to 8% annual EPS growth target through at least 2029.
Operating revenues rose to $2,774 million from $2,504 million in the first quarter of 2025.
Reported EPS was $0.60 versus $0.56; ongoing EPS was $0.63 versus $0.60.
2026 ongoing EPS forecast reaffirmed at $1.90 to $1.98, with a $1.94 midpoint.
Pennsylvania base rate case settlement awaits a Public Utility Commission decision expected by the end of the second quarter of 2026, with new rates effective July 1, 2026.
Fidelity National Information Services (FIS) reported first quarter 2026 results on May 8, 2026, with GAAP diluted EPS of $4.58, including an estimated $2.2 billion net-of-tax gain from the Worldpay Sale, and adjusted EPS of $1.36, up 12% from $1.21 a year earlier. Revenue rose 30% to $3.3 billion on a GAAP basis, while the company reiterated its full-year 2026 outlook, including adjusted EPS growth of 8-10%. The company has temporarily paused share repurchases and tuck-in acquisitions to accelerate deleveraging, which matters to shareholders because buybacks are on hold until its target gross leverage of 2.8x is reached.
GAAP diluted EPS was $4.58 versus $0.15 a year earlier, reflecting an estimated $2.2 billion net-of-tax gain from the Worldpay Sale
Adjusted EPS was $1.36, up 12% from $1.21; adjusted EBITDA rose 36% to $1.3 billion
Free cash flow was $474 million, up 111%; the company returned $262 million to shareholders through $30 million of buybacks and $232 million of dividends
Full-year 2026 outlook reiterated: adjusted EPS of $6.22-$6.32 and revenue of $13,770-$13,850 million; debt outstanding was $21.1 billion as of March 31, 2026
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.
Alpha reported a first-quarter 2026 net loss of $11.0 million, or $0.86 per diluted share, compared with a $33.9 million loss a year earlier, and Adjusted EBITDA rose to $30.0 million from $5.7 million. Total revenues were $525.0 million, slightly below $532.0 million a year earlier, and the company kept its 2026 cost of coal sales guidance range, citing higher diesel and supply costs in the quarter. At the May 6, 2026 annual meeting, stockholders re-elected all six directors and approved the other proposals.
Net loss of $11.0 million ($0.86 per diluted share) for Q1 2026, versus $17.3 million ($1.34 per share) in Q4 2025 and $33.9 million ($2.60 per share) in Q1 2025
Adjusted EBITDA of $30.0 million, compared with $28.5 million in Q4 2025 and $5.7 million in Q1 2025
Met segment cost of coal sales rose to $107.98 per ton from $101.43 in Q4 2025; cost of coal sales guidance range maintained for 2026, with a possible upward revision if the Iran conflict persists
As of April 30, 2026, the company had repurchased about 7.0 million shares for about $1.2 billion under a $1.5 billion program
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.
Ubiquiti reported results for the fiscal third quarter ended March 31, 2026, with revenue of $788.2 million, up 18.7% from a year earlier but down 3.3% from the prior quarter. GAAP diluted earnings per share were $3.86, up from $2.98 a year earlier and flat with the prior quarter. The company also declared a $0.80 per share cash dividend for shareholders.
Revenue of $788.2 million, up 18.7% year over year and down 3.3% from $814.9 million in the prior quarter
GAAP diluted EPS of $3.86 versus $2.98 a year earlier; non-GAAP diluted EPS of $3.88
GAAP gross margin of 47.0%, up from 44.5% a year earlier and 45.9% in the prior quarter
$0.80 per share cash dividend payable May 26, 2026, to holders of record on May 18, 2026
Boundless Bio reported first-quarter 2026 results with a net loss of $13.6 million, down from $15.8 million a year earlier, as research and development and general and administrative expenses both fell. The company reported no revenue in the filing, and cash, cash equivalents and short-term investments declined to $92.8 million from $107.6 million at December 31, 2025, which it says will fund operations into the second half of 2028.
Net loss was $13.6 million for Q1 2026 versus $15.8 million for Q1 2025; net loss per share was $0.60 versus $0.71.
R&D expenses were $9.7 million versus $12.1 million a year earlier; G&A expenses were $4.7 million versus $5.2 million.
Cash and short-term investments were $92.8 million at March 31, 2026, down from $107.6 million at December 31, 2025.
The company expects cash to fund operations into the second half of 2028, with initial KOMODO-1 clinical proof-of-concept data expected within that runway.
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%
Essent Group reported first-quarter 2026 net income of $171.8 million, or $1.82 per diluted share, down slightly in dollars from $175.4 million but up from $1.69 a year earlier, as total revenues rose to $336.1 million from $317.6 million. The board also declared a $0.35 quarterly dividend payable June 10, 2026, and the company said it had repurchased about 3.5 million shares for over $214 million year to date through April 30, 2026.
Diluted EPS was $1.82 versus $1.69 in Q1 2025; net income was $171.8 million versus $175.4 million.
Total revenues were $336.1 million versus $317.6 million; net premiums earned were $260.1 million versus $245.8 million.
Mortgage new insurance written was $11.1 billion, compared with $9.9 billion in Q1 2025.
Quarterly dividend of $0.35 per share is payable June 10, 2026, to holders of record on June 1, 2026.
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
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.