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).
At Diodes' May 11, 2026 annual meeting, director Keh-Shew Lu received 38,172,374 votes withheld versus 3,455,889 votes for his election. Instead of tendering a resignation under the company's director resignation policy, he resigned from the Board effective immediately, and the Board named Angie Chen Button Chairwoman. The change in board leadership and the withheld-vote result are governance matters for shareholders, and the filing reports no financial figures.
Keh-Shew Lu received 38,172,374 votes withheld and 3,455,889 votes for his re-election at the May 11, 2026 annual meeting.
Lu resigned from the Board effective immediately and will remain an employee as Special Advisor to the CEO.
The Board appointed Angie Chen Button as Chairwoman on May 11, 2026.
Shareholders also elected the other six nominees, approved executive compensation 40,852,983.50 for versus 740,622.00 against, and ratified PricewaterhouseCoopers LLP.
BankUnited, Inc. entered into an amended letter agreement with Chief Financial Officer James Mackey on May 11, 2026. The amendment changes his change-in-control retention bonus into a double-trigger severance benefit, so payment requires both a change in control and a qualifying termination.
Amended letter with CFO James Mackey dated May 11, 2026, approved by the Compensation Committee
Severance applies if he is terminated without cause or resigns for good reason within two years after a change in control
Lump sum severance equals two times his annual base salary, subject to an effective release of claims
Replaces his prior letter agreement dated July 22, 2025
Verde Clean Fuels reported first-quarter 2026 results, with a smaller loss than a year earlier. The company said lower general and administrative expenses from cost-savings initiatives drove the decrease, and it reported $54.3 million in cash and no debt as of March 31, 2026.
Diluted loss per Class A share was $(0.05) for Q1 2026, compared with $(0.08) for Q1 2025.
Consolidated net loss was $2.4 million, compared with $2.7 million a year earlier.
Cash and cash equivalents were $54.3 million on March 31, 2026, down from $57.2 million on December 31, 2025, and exceeded prior guidance of more than $50 million.
ON Semiconductor completed a private offering of $1.5 billion of 0% Convertible Senior Notes due 2031 on May 11, 2026, including $200 million from the full exercise of the initial purchasers' option. The company used about $331.9 million of net proceeds to repurchase about 3.1 million common shares, and the filing says the notes may dilute shareholders only if converted, with hedge transactions expected to reduce that dilution.
Offering of $1.5 billion of 0% Convertible Senior Notes due May 1, 2031; net proceeds about $1,472.9 million
Initial conversion price about $161.30 per share; maximum of 14,181,600 shares issuable on conversion
About $331.9 million used to repurchase about 3.1 million shares; about $70.7 million cost of convertible note hedges, partly offset by warrant sales
Sezzle's subsidiary entered an amended and restated $300 million senior secured asset-based revolving credit facility maturing May 7, 2029, which replaces its prior facility. The company says the new terms lower its cost of capital, and the filing shows $153.5 million outstanding under the prior facility was carried forward into the new one. The facility includes restrictive covenants, and an amendment to the company's limited guaranty sets conditions and caps on dividends and share repurchases.
Facility size of $300 million, with an option to increase capacity by an additional $75 million; maturity date May 7, 2029.
Interest rate of 3-month Term SOFR plus 3.86%, with a 2.00% SOFR floor; the press release cites a prior spread of 6.75%.
$153.5 million outstanding under the prior facility was carried into the new facility, with no amounts repaid at closing.
Dividends and buybacks are permitted only if trailing twelve-month consolidated net income is positive, capped at $75 million plus 50% of net income after May 7, 2026.
At its May 7, 2026 annual meeting, Cadence stockholders approved an amendment to the Omnibus Equity Incentive Plan that adds 5,000,000 shares and removes the plan's fixed April 30, 2030 end date. All 11 director nominees were elected, and stockholders approved the advisory say-on-pay vote and the selection of PricewaterhouseCoopers LLP as auditor.
Omnibus Plan amendment: 5,000,000 additional shares authorized; 216,695,272 votes for, 8,512,065 against
Fixed plan term ending April 30, 2030 eliminated; plan continues until terminated by the Board or shares are exhausted
Advisory say-on-pay approved with 195,205,028 for and 29,350,859 against; PwC ratified with 243,583,173 for
UnitedHealth Group's senior leaders will take part in an interview-format discussion at the Bank of America Securities Health Care Conference 2026 on May 12, 2026, starting at 11:00 a.m. Eastern Time. The filing says topics may include strategy, market positions, recent results and expectations for its end markets, and a live audio webcast will be posted on the company's Investor Relations page. The filing contains no new financial figures, so it is an administrative notice rather than a results or guidance update.
Event: Bank of America Securities Health Care Conference 2026, interview format
Date and time: Tuesday, May 12, 2026, beginning 11:00 a.m. Eastern Time
Live audio webcast available through the Investor Relations page at www.unitedhealthgroup.com
Filing contains no new financial results or guidance figures
International Seaways entered into an equity distribution agreement allowing it to sell up to $200 million of common stock through four sales agents over time. The company says it has not sold any shares under the agreement yet, and it replaces a prior $100 million program that was terminated without any sales.
Aggregate gross sales price of up to $200,000,000 in at-the-market offerings
Sales agents are BTIG, B. Riley Securities, Clarksons Securities and Fearnleys Securities; each receives commissions of up to 3.0% of gross sales price
No shares sold as of the filing date; the company may suspend or terminate the agreement at any time
Prior $100,000,000 program with Evercore and Jefferies, dated December 20, 2023, was terminated effective May 11, 2026
Hilton's indirect subsidiary Hilton Domestic Operating Company issued $1 billion of 5.500% Senior Notes due September 15, 2031, at 100% of par on May 11, 2026. The company said $450 million of the proceeds will repay borrowings under the issuer's senior secured revolving credit facility, with the remainder for general corporate purposes. The filing does not report earnings or guidance, so the effect on shareholders depends on how the added debt is used over time.
Principal amount: $1 billion; issued at 100% of par with a 5.500% annual coupon
Interest paid semi-annually on May 15 and November 15, starting November 15, 2026
$450 million of proceeds used to repay senior secured revolving credit facility borrowings
Hilton Worldwide Holdings and its parent entity guarantee the notes on a senior unsecured basis
West Pharmaceutical Services said on May 7, 2026 that it had determined it experienced a material cyberattack, in which certain data was exfiltrated and certain systems were encrypted. The company took systems offline globally after detecting an intrusion on May 4, 2026, and says the incident has temporarily disrupted its business operations worldwide; the full restoration timeline has not been finalized and the financial impact has not been determined.
Intrusion first detected May 4, 2026; the company determined on May 7, 2026 that it was a material cyberattack
Certain data was exfiltrated and certain systems were encrypted; the investigation into the scope, including the data affected, is ongoing
Core enterprise systems have been restored, and shipping, receiving and manufacturing have restarted at some sites, with remaining sites in process
Impact on financial condition and results of operations has not been determined; law enforcement was notified and Palo Alto Networks' Unit 42 was engaged
Amentum reported second-quarter fiscal 2026 results for the period ended April 3, 2026, with revenues flat at $3.5 billion and net income rising to $54 million from $4 million a year earlier. The company reaffirmed its full-year fiscal 2026 guidance, which it says supports its long-term value for shareholders.
Revenues were $3,478 million, flat compared with $3,491 million in the prior-year quarter.
Diluted EPS was $0.22 versus $0.02 a year earlier; adjusted diluted EPS rose 13% to $0.60 from $0.53.
Fiscal 2026 guidance reaffirmed: revenues $13,950 million to $14,300 million and adjusted diluted EPS $2.25 to $2.45.
On April 24, 2026, the company completed a new $1.4 billion Term Loan A to repay and refinance its Term Loan B.
Ark Restaurants reported second-quarter 2026 results for the 13 weeks ended March 28, 2026. Revenue fell from $39.7 million a year earlier and same-store sales declined 7.6%, but the net loss attributable to the company narrowed to $1.8 million, or $0.50 per share, from $9.3 million, or $2.57 per share, a year earlier. The company also disclosed an ongoing lease dispute over its Bryant Park restaurants that it says has had a material adverse effect on its business.
Total revenues were $36.6 million for the quarter versus $39.7 million a year earlier; same-store sales declined 7.6%.
Net loss attributable to Ark Restaurants Corp. was $1.8 million, or $0.50 per share, versus $9.3 million, or $2.57 per share, in the prior-year quarter, which included a $3.4 million goodwill impairment and a $4.8 million deferred tax valua
EBITDA, as adjusted, was a loss of $592,000 versus a loss of $691,000 a year earlier; the company recorded a $566,000 prepaid rent write-off in the quarter.
A New York State Supreme Court hearing on summary judgment motions in the Bryant Park lease dispute is scheduled for June 16, 2026.
Ovintiv reported a first-quarter 2026 net loss of $630 million, or $2.35 per diluted share, compared with a net loss of $159 million, or $0.61 per share, a year earlier. The loss was driven mainly by non-cash ceiling test impairments of $1.2 billion after tax, while total revenues rose to $2,532 million from $2,377 million. The company also declared a $0.30 per share quarterly dividend and reiterated its full-year 2026 production and capital guidance.
Q1 2026 net loss of $630 million ($2.35 per diluted share) vs. net loss of $159 million ($0.61 per share) in Q1 2025
Non-cash ceiling test impairments of $1.2 billion after tax, or $4.30 per diluted share, primarily due to a weaker SEC 12-month trailing oil price
Total revenues of $2,532 million vs. $2,377 million; Q1 cash from operating activities of $1.1 billion
Quarterly dividend of $0.30 per share payable June 30, 2026, to holders of record as of June 15, 2026
At its May 5, 2026 annual meeting, Charles River Laboratories shareholders elected all 12 director nominees, approved a new 2026 Long-Term Incentive Plan, approved executive pay on an advisory basis, and ratified PricewaterhouseCoopers LLP as auditor for fiscal 2026. The votes are routine annual-meeting matters with no change in financial results or guidance reported in this filing.
All 12 directors were elected to serve until the 2027 annual meeting; each received more votes for than against.
The 2026 Long-Term Incentive Plan was approved with 41,523,179 votes for and 2,561,994 against.
Advisory say-on-pay was approved with 41,356,139 votes for and 2,716,251 against.
PricewaterhouseCoopers LLP was ratified as independent auditor for fiscal 2026 with 43,646,371 votes for.
Booking Holdings sold €1.9 billion of senior unsecured notes in three tranches, under an underwriting agreement dated May 5, 2026. The notes add fixed-rate debt that the company must repay at maturity and pay interest on each year. The filing does not state how the company plans to use the proceeds.
€600 million of 3.500% notes mature May 11, 2030; €700 million of 4.000% notes mature May 11, 2034; €600 million of 4.500% notes mature May 11, 2039
Interest is payable annually on May 11 of each year, beginning May 11, 2027
Underwriters are Citigroup Global Markets Limited, Deutsche Bank AG, Goldman Sachs & Co. LLC and J.P. Morgan Securities plc
The notes are general senior unsecured obligations that rank equally with the company's other senior unsecured obligations
Director Mariam Naficy told the board on May 10, 2026 that she will not stand for re-election at the company's June 11, 2026 annual meeting, citing near-term professional commitments and the time needed to address BBRC International's proxy contest. The filing says her decision does not stem from any disagreement with the company on operations, policies or practices, and the board will shrink from ten to nine directors after the meeting.
Mariam Naficy notified the board on May 10, 2026 of her decision not to stand for re-election
Her nomination has been withdrawn; she remains a director until the June 11, 2026 annual meeting
BBRC International PTE Limited launched a proxy contest on May 4, 2026, after the company's May 1, 2026 proxy statement filing
Board size will fall from ten to nine directors immediately after the annual meeting
Biomea Fusion reported a first-quarter 2026 net loss of $12.4 million, down from $29.3 million a year earlier, as research and development and general and administrative expenses fell. Cash, cash equivalents and restricted cash were $45.1 million at March 31, 2026, down from $56.2 million at December 31, 2025, and the company said its cash runway extends into the first quarter of 2027.
Net loss attributable to common stockholders was $12.4 million, or $0.17 per share, versus $29.3 million, or $0.80 per share, in Q1 2025.
R&D expenses were $9.1 million versus $22.9 million; G&A expenses were $3.7 million versus $6.8 million.
Cash, cash equivalents and restricted cash were $45.1 million at March 31, 2026, versus $56.2 million at December 31, 2025.
Cash runway is projected into the first quarter of 2027; initial 28-day weight reduction data for BMF-650 is expected in Q2 2026.
Ecolab's board elected Bryce L. Mewhorter as Senior Vice President and Corporate Controller, including principal accounting officer role, effective after the second-quarter 2026 Form 10-Q is filed. At the May 7, 2026 annual meeting, shareholders re-elected all 13 director nominees and approved the advisory pay vote, while a stockholder proposal for an independent board chair policy failed.
Bryce L. Mewhorter, age 51, currently Senior Vice President of Finance Global Water, joined Ecolab in 1998 and takes the controller role after the Q2 2026 10-Q filing.
Jennifer J. Bradway will move to a different position at the company; she remains controller until Mewhorter takes over.
All 13 directors were elected for one-year terms; Judson B. Althoff received 235,680,180 for votes and John J. Zillmer received 188,749,720.
The independent board chair proposal received 61,882,139 for votes and 176,312,123 against, and was not approved.
On May 11, 2026, Alphabet closed concurrent public offerings of €9 billion in euro-denominated senior notes and C$9.5 billion in Canadian dollar-denominated senior notes under its Form S-3 shelf registration. The filing adds new long-term debt across maturities from 2030 to 2063, with coupons from 3.200% to 5.000%. The filing does not state the use of proceeds.
Euro Notes: six tranches totaling €9 billion, with coupons from 3.200% (due 2030) to 4.800% (due 2063).
Canadian Notes: four tranches with coupons from 3.650% (due 2031) to 5.000% (due 2056), stated in the filing as C$9.5 billion in aggregate.
Notes were issued under an indenture dated February 12, 2016, with The Bank of New York Mellon Trust Company, N.A. as trustee.
Novanta reported first-quarter 2026 results for the period ended April 3, 2026. GAAP revenue rose 10.4% to $257.7 million, but GAAP net income was $21.1 million versus $21.2 million a year earlier, and GAAP diluted EPS fell to $0.51 from $0.59, while Adjusted Diluted EPS rose 9.5% to $0.81. The company issued new guidance for the second quarter and full year 2026.
GAAP revenue increased 10.4% to $257.7 million; organic revenue growth was 3.1%.
GAAP operating income was $27.5 million versus $32.4 million a year earlier.
Second-quarter 2026 guidance: GAAP revenue of $259 million to $264 million and Adjusted Diluted EPS of $0.81 to $0.86.
Full-year 2026 guidance: GAAP revenue of $1,040 million to $1,055 million and Adjusted Diluted EPS of $3.50 to $3.65.
STERIS reported fiscal 2026 revenue from continuing operations up 9% to $5.9 billion, with reported diluted EPS from continuing operations rising to $7.93 from $6.16. The board approved a new $1 billion share repurchase program and guided fiscal 2027 adjusted EPS to $11.10 to $11.30, which would be an increase of 9% to 11% over fiscal 2026 adjusted EPS of $10.17.
Full-year revenue from continuing operations was $5.9 billion, up from $5.5 billion, with constant currency organic growth of 7%.
Reported diluted EPS from continuing operations was $7.93 versus $6.16; adjusted EPS was $10.17 versus $9.22.
Fiscal 2027 outlook calls for revenue growth of 7-8% and free cash flow of about $850 million.
The new $1 billion buyback replaces the prior authorization and may be suspended or discontinued at any time.
N-able, Inc. disclosed that director Ann Johnson resigned from its Board of Directors and all Board committees, effective immediately, after notifying the company on May 7, 2026. The filing says the resignation was not due to any disagreement with the company on its operations, policies, or practices. The filing does not state a reason beyond that or name a replacement.
Ann Johnson notified the company and Board of her resignation on May 7, 2026.
Resignation is effective immediately and covers the Board and any committee she serves on.
The filing states the resignation was not due to any disagreement with the company.
The 8-K was signed by CFO Tim O'Brien and dated May 11, 2026.
At its May 6, 2026 annual meeting, Alcoa stockholders approved an amended stock and incentive compensation plan that raises the authorized share count from 30,000,000 to 38,000,000 and extends the plan term to May 6, 2036. All 11 director nominees were elected to one-year terms, and PricewaterhouseCoopers LLP was ratified as auditor for 2026. A larger share pool can mean more potential dilution for existing shareholders, though the filing does not quantify that effect.
Stockholders approved the Amended Plan, raising authorized shares from 30,000,000 to 38,000,000 and extending the plan term to May 6, 2036.
All 11 director nominees were elected to one-year terms; Thomas J. Gorman received 196,582,796 votes for and 1,653,954 against.
PricewaterhouseCoopers LLP was ratified as independent auditor for 2026 with 215,964,136 votes for and 712,214 against.
The advisory vote on 2025 named executive officer compensation passed with 187,195,119 votes for and 10,898,440 against.
Vulcan Materials said its President, Thompson S. Baker II, notified the company on May 11, 2026 that he will retire from the role effective July 15, 2026. The filing also reports that shareholders at the May 8, 2026 annual meeting re-elected five directors and approved the advisory say-on-pay vote and the ratification of Deloitte & Touche LLP as auditor for 2026.
Thompson S. Baker II notified the company on May 11, 2026 that he will retire as President effective July 15, 2026.
At the May 8, 2026 annual meeting, all five director nominees were elected to three-year terms expiring in 2029, with Melissa H. Anderson receiving 111,842,430 votes for.
Say-on-pay received 108,975,317 votes for and 3,698,724 against.
Deloitte & Touche LLP's appointment for 2026 was ratified with 113,884,236 votes for and 5,106,545 against.
Vernal Capital Acquisition Corp., a blank check company with no target business named in the filing, closed its initial public offering of 10,000,000 units at $10.00 per unit on May 7, 2026, for gross proceeds of $100,000,000. A private placement of 251,250 units to its sponsors raised $2,512,500 at the same time, and $100,500,000 of the net proceeds was placed in a trust account that generally cannot be released until a business combination or redemption of public shares.
10,000,000 units sold at $10.00 each, for gross proceeds of $100,000,000, closed May 7, 2026
251,250 private placement units sold to the sponsors for $2,512,500
$100,500,000 ($10.05 per unit sold in the public offering) placed in trust with Continental Stock Transfer & Trust Company
Underwriter option to buy up to 1,500,000 additional units for 45 days; the amended charter became effective May 5, 2026
Equinix said Chief Accounting Officer and Principal Accounting Officer Simon Miller plans to retire, effective July 31, 2026, and will serve in both roles until that date. The filing states the retirement is not due to any disagreement with the company on financial statements, internal control, operations, policies or practices.
Simon Miller notified Equinix of his planned retirement on May 5, 2026.
Retirement is effective July 31, 2026; he remains CAO and PAO until then.
The filing states no disagreement with the company on financial statements, internal controls, operations, policies or practices.
CleanSpark reported results for the fiscal quarter ended March 31, 2026, with revenue of $136.4 million, down 24.9% from $181.7 million a year earlier. The net loss widened to $378.3 million, or $1.52 per basic share, from $138.8 million, or $0.49 per share, in the prior-year quarter, and the company's non-GAAP Adjusted EBITDA loss grew to $241.2 million from $57.8 million, which weighs on shareholder returns.
Quarterly revenue was $136.4 million versus $181.7 million a year earlier, a decrease of 24.9%.
Net loss was $378.3 million, or $1.52 per basic share, versus $138.8 million, or $0.49 per share, a year earlier.
Loss on fair value of bitcoin was $224.1 million in the quarter, compared with $127.7 million a year earlier.
As of March 31, 2026, cash was $260.3 million and total long-term debt, net, was $1.8 billion.
Oxbridge Re Holdings reported net income of $22,000 for the quarter ended March 31, 2026, compared with a net loss of $139,000 a year earlier. Net premiums earned fell to $555,000 from $595,000, and total expenses rose to $583,000 from $570,000, so the profit improvement came despite lower premium revenue.
Net income attributable to ordinary shareholders was $22,000, or $0 per share, versus a net loss of $139,000, or $(0.02) per share, in Q1 2025.
Net premiums earned declined to $555,000 from $595,000, which the company attributed to lower weighted average rates on reinsurance contracts.
The expense ratio rose to 105% from 95.8%, mainly due to higher investor relations and web3 subsidiary marketing costs.
Cash and restricted cash was $8.19 million as of March 31, 2026.
At its May 7, 2026 annual meeting, UPS shareholders approved the 2026 Omnibus Incentive Compensation Plan, which allows stock and cash-based awards to employees, directors and others. All twelve director nominees were elected to terms expiring at the 2027 annual meeting, and the advisory vote on executive pay passed. Three shareholder proposals, including one to reduce the voting power of class A stock, did not pass.
Plan approved with 907,050,699 votes for and 111,886,661 against
All twelve director nominees elected, including Carol B. Tomé with 867,039,453 votes for and 146,069,149 against
Advisory say-on-pay proposal passed with 870,170,397 votes for and 151,229,847 against
Shareholder proposal to cut class A voting power from 10 votes to one per share failed with 418,305,353 for and 614,820,130 against
New Concept Energy reported first-quarter 2026 results for the three months ended March 31, 2026, showing a net loss of $14,000, smaller than the $20,000 loss in the same period of 2025. Revenue rose to $39,000 from $38,000, and corporate general and administrative expenses fell to $77,000 from $89,000. The results are a modest improvement on the prior-year quarter, though the company remains loss-making at this scale.
Net loss of $14,000 for Q1 2026, versus a $20,000 net loss in Q1 2025
Revenue of $39,000, including $26,000 rental income and $13,000 management fees, up from $38,000 a year earlier
Corporate general and administrative expenses of $77,000, down from $89,000 in Q1 2025
Plutonian Acquisition Corp II said underwriters partially exercised their over-allotment option for 750,000 additional units, with the closing on May 5, 2026 generating $7.5 million in gross proceeds. The company said a total of $108,037,500, or $10.05 per unit, from the IPO, option units and private placements was placed in a trust account, and the filing lists the redemption value per Class A share at $10.05.
Over-allotment: 750,000 additional units at $10.00 per unit, $7.5 million gross, closed May 5, 2026
Private placement: 7,800 Private Placement Units sold to the Sponsor at $10.00 per unit, $78,000 gross
Trust account: $108,037,500 ($10.05 per Unit) placed with Continental Stock Transfer & Trust as trustee
Side letter dated May 4, 2026 waived the remaining 750,000 over-allotment units; 187,500 Class B ordinary shares were forfeited
Entegris said Daniel Woodland, its Senior Vice President and President, Materials Solutions, will retire on June 1, 2026 under a transition agreement signed May 9, 2026. Olivier Blachier, currently Senior Vice President, Chief Strategy and Innovation Officer, will succeed him as President, Materials Solutions on the same date while keeping his current title of Chief Innovation Officer.
Daniel Woodland retires June 1, 2026 (Retirement Date) under a Transition Agreement and Release dated May 9, 2026
Olivier Blachier becomes President, Materials Solutions effective June 1, 2026 and keeps his role as SVP, Chief Innovation Officer
Woodland receives his current base salary through the Retirement Date and a prorated 2026 short-term incentive payment, if earned
2022–2025 long-term equity awards keep vesting; 2026 awards are forfeited as of the Retirement Date
WEBTOON Entertainment reported first quarter 2026 results for the period ended March 31, 2026. Total revenue fell 1.5% year over year to $320.9 million, but the net loss narrowed to $8.8 million from $22.0 million and Adjusted EBITDA rose 132% to $9.5 million, which the company attributed to better gross profit and cost controls. The company also guided second quarter revenue to $332-$342 million and Adjusted EBITDA to $0.0-$5.0 million.
Total revenue was $320.9 million, down 1.5% year over year; on a constant currency basis, revenue grew 0.2% to $326.4 million.
Net loss was $8.8 million, compared with $22.0 million a year earlier; diluted loss per share was $0.07, compared with $0.17.
Adjusted EBITDA was $9.5 million, up from $4.1 million, with an Adjusted EBITDA Margin of 3.0% versus 1.3%.
For the second quarter of 2026, the company expects revenue of $332-$342 million based on current FX rates and Adjusted EBITDA of $0.0-$5.0 million.
Tandy Leather Factory reported first quarter 2026 revenue of $19.7 million, up 3.2% from a year earlier, and operating income of $0.4 million, up from $0.3 million. Net income fell to $0.2 million, or $0.03 per share, from $11.6 million in the prior-year quarter, which included a gain from the sale of its headquarters, so shareholders face weaker reported profit even as sales and operating income rose.
Revenue of $19.7 million, up from $19.0 million in the first quarter of 2025
Gross margin of 61.0%, up from 56.3% a year earlier; operating expenses of $11.6 million, up 11.2%
Net income of $0.2 million ($0.03 per share) versus $11.6 million ($1.36 basic per share) in the prior-year quarter, which included the headquarters sale
Cash and cash equivalents of $10.1 million at March 31, 2026, down from $16.1 million a year earlier, after a special dividend of $0.75 per share (about $6.1 million)
TD SYNNEX signed an updated offer letter with Dennis Polk, who continues as Chair of Hyve Solutions Holdings and as a Board member, reporting solely to the CEO. The letter sets a $840,000 base salary, a bonus target of 100% of salary, and equity awards of about $1.5 million, with severance terms tied to termination and change of control.
Offer letter dated May 5, 2026, effective as of December 1, 2025
Base salary of $840,000 with an annual incentive bonus targeted at 100% of base salary
Equity awards with a fair market value of about $1.5 million, 60% time-based restricted stock and 40% performance-based RSUs
AECOM reported second quarter fiscal 2026 results for the quarter ended March 31, 2026, with revenue up 1% to $3.8 billion and GAAP diluted EPS from continuing operations up 22% to $1.42. The company raised its adjusted EPS guidance for fiscal 2026 to $5.90 to $6.10 from $5.85 to $6.05, but operating income fell 4% and free cash flow was negative $27 million in the quarter.
Q2 revenue rose 1% to $3.8 billion; operating income fell 4% to $248 million; net income from continuing operations rose 19% to $184 million
Adjusted EPS rose 27% to $1.59; fiscal 2026 adjusted EPS guidance raised to $5.90 to $6.10, the second consecutive raise
Total backlog rose 8% to a record $26.2 billion; free cash flow was negative $27 million in the quarter, which management attributed to Middle East payment timing and claim resolution
The company returned $155 million to shareholders in the quarter and reiterated full-year free cash flow guidance of approximately $400 million
Life360 reported first-quarter 2026 revenue of $143.1 million, up 38% from a year earlier, and raised its full-year 2026 revenue and Adjusted EBITDA guidance. Net income fell to $2.8 million from $4.4 million, and the company posted an operating loss of $8.1 million, compared with operating income of $2.2 million a year earlier, as operating expenses rose 46%. Shareholders see faster top-line growth alongside lower profit and a higher cost base.
Q1 2026 revenue of $143.1 million, up 38% year over year; advertising revenue of $19.7 million, up 329%, after the Nativo acquisition.
Net income of $2.8 million, or $0.03 per diluted share, versus $4.4 million, or $0.05 per diluted share, a year earlier.
Full-year 2026 revenue guidance raised to $650 million to $685 million from $640 million to $680 million; Adjusted EBITDA guidance raised to $130 million to $140 million from $128 million to $138 million.
Gross margin fell to 77% from 81%, and operating expenses rose 46% to $118.6 million.
Harmonic reported preliminary first-quarter 2026 results, with Broadband net revenue of $121.7 million, up 43% from $84.9 million a year earlier, and raised its full-year 2026 Broadband revenue outlook to $475 million to $495 million. The sale of its Video business to Leone Media Inc. (d/b/a MediaKind) for $145 million in cash is expected to close in the second quarter of 2026.
Q1 2026 Broadband GAAP net revenue $121.7 million vs. $84.9 million in Q1 2025; GAAP net income per share $0.10 vs. $0.02
Total company GAAP net income $7.3 million, or $0.07 per diluted share, including a $3.9 million loss from discontinued operations
Q2 2026 Broadband GAAP revenue guidance of $115 million to $125 million; 2026 GAAP net income per share guidance of $0.36 to $0.45
Video sale expected to close in Q2 2026; a related incentive plan provides a $835,000 cash bonus to an SVP and GM upon completion
iHeartMedia reported first-quarter 2026 revenue of $884 million, up 9.6%, driven by its Digital Audio Group, while Adjusted EBITDA fell 11.4% to $92.6 million and free cash flow was negative $114.5 million. The company reaffirmed its full-year 2026 Adjusted EBITDA guidance of approximately $800 million and announced a new $50 million annualized cost savings program starting in the second half of 2026.
Revenue rose to $884.2 million from $807.1 million; Digital Audio Group revenue rose 18.0% to $327.1 million.
Consolidated Adjusted EBITDA was $92.6 million versus $104.6 million; Multiplatform Group segment Adjusted EBITDA fell 32.9% to $47.0 million.
Free cash flow was negative $114.5 million; cash was $135.1 million and total available liquidity was $494.6 million as of March 31, 2026.
Q2 2026 Adjusted EBITDA is expected at $140 million to $160 million; full-year 2026 Adjusted EBITDA guidance of approximately $800 million was reaffirmed.
VirTra reported first quarter 2026 results on May 11, 2026. Revenue fell to $3.5 million from $7.2 million, which the company said was due to Q3 and Q4 booking customers being unable to accept delivery in Q1 2026, and the company posted a net loss of $1.3 million, or $(0.12) per diluted share, compared with net income of $1.3 million, or $0.11 per share, a year earlier. Management said it expects improved sales momentum in the second half of 2026, but the filing gives no numeric guidance.
Total revenue was $3.5 million versus $7.2 million in Q1 2025, down 51%; gross margin was 61% versus 73%.
Net loss was $1.3 million, or $(0.12) per diluted share, versus net income of $1.3 million, or $0.11 per share, a year earlier.
Bookings totaled $3.8 million in Q1 2026, and total backlog was $25.2 million at March 31, 2026.
Adjusted EBITDA, a non-GAAP measure, was $(0.9) million versus $1.7 million; cash and cash equivalents were $17.9 million at March 31, 2026, down from $18.6 million at December 31, 2025.
Amplify Energy reported a first-quarter 2026 net loss of $38.1 million, or $0.93 per share, compared with net income of $64.4 million in the fourth quarter of 2025. Revenue fell to $37.5 million from $56.6 million, and the loss was driven mainly by a $43.4 million non-cash unrealized loss on commodity derivatives. The company reaffirmed full-year 2026 guidance and said adjusted EBITDA is expected at the high end of its range, while royalty relief at Beta is expected to increase production and revenue from May 1, 2026.
Q1 2026 net loss of $38.1 million (EPS of $0.93 loss) versus net income of $64.4 million in Q4 2025; adjusted EBITDA was $3.8 million versus $21.5 million
Total revenues were $37.5 million versus $56.6 million in the prior quarter, which included the East Texas and Oklahoma divestiture period
Beta royalty burden reduced from about 25.0% to about 12.5% effective May 1, 2026, expected to add more than $1.0 million per month in incremental revenue at current prices
C32 well at Beta was abandoned after mechanical complications; cash on hand was $41.5 million and the revolving credit facility had no outstanding debt as of March 31, 2026
An affiliate of GigaCloud CEO Lei Wu filed a Form 144 notice on May 11, 2026, stating it intends to enter a prepaid variable forward contract covering up to 700,000 Class A shares. Mr. Wu said the transaction is meant to diversify his interests and provide liquidity while keeping exposure to share appreciation up to a cap. The filing gives no financial results, and it states that he has no present intention to sell Company shares in the 12 months after the contract is executed.
Up to 700,000 Class A shares would be pledged, representing about 9.5% of shares Mr. Wu beneficially owns and about 1.9% of total outstanding shares
The contract is expected to be executed no later than June 29, 2026, with a tenor of about three years
Shares were acquired by converting Class B ordinary shares held by the affiliate
Mr. Wu said he has no present intention to sell Company shares in the 12 months after execution, absent unforeseen changes
ZoomInfo's board approved a 2026 restructuring program on May 5, 2026, to reduce operating costs, including a global reduction of about 600 employees. The company expects pre-tax charges of $45 million to $60 million, mostly cash, and about $60 million in annual run-rate operating expense savings once fully implemented. For shareholders, the savings are offset in the near term by the charges, and the filing says actual amounts may differ materially from estimates.
Board approved the 2026 Restructuring Program on May 5, 2026; it is expected to be substantially complete by the end of 2026.
About 600 roles affected, roughly 20% of ending first-quarter headcount; about one-fourth of impacted roles will be reallocated or offset by hiring in other locations.
Estimated pre-tax charges of $45 million to $60 million, mostly cash, mainly one-time termination benefits; most charges expected in the second and third quarters of 2026.
Expected annual run-rate operating expense reduction of about $60 million once fully implemented; CEO email says the Israel site will close by year-end.
Hims & Hers reported first-quarter 2026 revenue of $608.1 million, up 4% from a year earlier, but swung to a net loss of $92.1 million from net income of $49.5 million in the same period of 2025. The company raised its full-year 2026 revenue guidance to $2.8 billion to $3.0 billion and set full-year Adjusted EBITDA guidance at $275 million to $350 million, which excludes the proposed Eucalyptus acquisition.
Q1 2026 Adjusted EBITDA was $44.3 million, down from $91.1 million, with margin at 7% versus 16%.
Gross margin fell to 65% from 73%, and United States revenue declined 8% to $529.9 million while Rest of the World revenue rose to $78.2 million.
Subscribers reached about 2.6 million at March 31, 2026, up 9% year over year.
Second-quarter 2026 guidance calls for revenue of $680 million to $700 million and Adjusted EBITDA of $35 million to $55 million.
Simon reported first-quarter 2026 net income attributable to common stockholders of $479.6 million, or $1.48 per diluted share, up from $413.7 million, or $1.27, a year earlier. The company raised its full-year 2026 Real Estate FFO per diluted share guidance to $13.10 to $13.25 and increased its quarterly common dividend to $2.25, which is $0.15 higher than the prior year.
Q1 2026 Real Estate FFO was $1.208 billion, or $3.17 per diluted share, up 7.5% from $2.95 a year earlier
2026 Real Estate FFO per diluted share guidance is $13.10 to $13.25, up from $13.00 to $13.25 provided on February 2, 2026
Quarterly common dividend of $2.25 is payable June 30, 2026 to holders of record on June 9, 2026
During Q1 2026 the company repurchased 965,296 shares of common stock for approximately $175 million
ZoomInfo reported first-quarter 2026 revenue of $310.2 million, up 1.5% from a year earlier, and GAAP net income of $29.3 million, or $0.10 per diluted share, versus $0.08 a year earlier. The company lowered its full-year 2026 GAAP revenue guidance to $1.185-$1.205 billion from $1.247-$1.267 billion, while keeping adjusted EPS guidance at $1.10-$1.12. Separately, a May 8, 2026 credit agreement amendment added $26 million of revolving credit commitments, bringing the total to $276 million.
Q1 2026 GAAP revenue was $310.2 million, up from $305.7 million in Q1 2025.
GAAP net income was $29.3 million, or $0.10 per diluted share, compared with $26.8 million, or $0.08, a year earlier.
FY2026 GAAP revenue guidance is $1.185-$1.205 billion, down from the prior $1.247-$1.267 billion; adjusted operating income guidance was also lowered to $437-$447 million from $456-$466 million.
A May 8, 2026 amendment to the First Lien Credit Agreement increased revolving commitments by $26 million to $276 million.
Pliant Therapeutics reported first quarter 2026 results on May 11, 2026, with a net loss of $20.0 million, compared with $56.2 million a year earlier. The company said the decline was driven mainly by lower operating expenses after it terminated bexotegrast development in idiopathic pulmonary fibrosis (IPF) in 2025, along with reduced personnel costs. Cash, cash equivalents and short-term investments were $172.4 million at March 31, 2026, which the company expects to fund operations into the second half of 2028.
Net loss was $20.0 million, or $0.32 per share, versus $56.2 million, or $0.92 per share, in the first quarter of 2025.
Research and development expenses were $13.6 million, down from $43.4 million, mainly due to completing BEACON-IPF close-out activities in 2025.
General and administrative expenses were $8.2 million, down from $15.5 million, mainly due to lower personnel-related costs.
First participant was dosed in the FORTIFY Phase 1b trial in April 2026; interim data are expected in 2027.
Kaltura reported first-quarter 2026 revenue of $44.6 million, down 5% from $47.0 million a year earlier, and said total revenue, subscription revenue and adjusted EBITDA all came in above the high end of its guidance range. GAAP net loss widened to $3.8 million ($0.03 per diluted share) from $1.1 million, while the company's non-GAAP operating profit rose to $4.6 million from $3.1 million. The company also issued full-year 2026 total revenue guidance of $182.6 million to $184.8 million, growth of 1-2%.
Total revenue was $44.6 million, down 5% from $47.0 million in Q1 2025; subscription revenue was $43.2 million, down 4%.
GAAP net loss was $3.8 million, or $0.03 per share, versus a net loss of $1.1 million, or $0.01 per share, a year earlier.
Non-GAAP operating profit rose to $4.6 million from $3.1 million, and operating cash flow was $0.7 million versus a $1.0 million outflow in Q1 2025.
Full-year 2026 total revenue is guided to $182.6 million to $184.8 million; Q2 2026 total revenue is guided to $45.2 million to $46.0 million.
AN2 Therapeutics reported a first-quarter 2026 net loss of $10.0 million, down from $10.6 million a year earlier, as research and development expenses fell to $6.7 million from $7.7 million. The company had $85.3 million in cash, cash equivalents and investments at March 31, 2026, after a $40.0 million private placement in March, and it projects that funding will sustain operations into 2029.
Net loss of $10.0 million for Q1 2026, compared with $10.6 million in Q1 2025
R&D expenses of $6.7 million, down from $7.7 million, driven by lower chemistry manufacturing and controls costs
Cash, cash equivalents and investments of $85.3 million at March 31, 2026, after a $40.0 million private placement in March 2026
Interest income fell to $0.5 million from $0.9 million on lower cash balances and interest rates
Halozyme reported first quarter 2026 total revenue of $376.7 million, up 42% from a year earlier, with royalty revenue of $240.7 million, up 43%. Net income was $150.0 million, compared with $118.1 million, and GAAP diluted EPS was $1.22, compared with $0.93. The company reiterated its 2026 guidance and announced a new $1 billion share repurchase program through December 31, 2028, with at least $400 million expected to be repurchased in 2026.
Q1 2026 total revenue $376.7 million vs. $264.9 million in Q1 2025; royalty revenue $240.7 million vs. $168.2 million
Net income $150.0 million vs. $118.1 million; GAAP diluted EPS $1.22 vs. $0.93; non-GAAP diluted EPS $1.60 vs. $1.11
2026 guidance reiterated: total revenue $1.710 billion to $1.810 billion; non-GAAP diluted EPS $7.75 to $8.25
New share repurchase program of up to $1 billion by December 31, 2028, with at least $400 million expected in 2026
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