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.
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
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
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
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.
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
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.
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.
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
Aura Biosciences reported first quarter 2026 results, with a net loss of $33.7 million, up from $27.5 million a year earlier. The loss per share narrowed to $0.50 from $0.55, and the company said a $280.8 million net-proceeds stock offering completed May 5, 2026, should fund operations into the second half of 2028.
Net loss was $33.7 million for the quarter ended March 31, 2026, versus $27.5 million a year earlier; basic and diluted loss per share was $0.50 versus $0.55.
Research and development expenses rose to $28.0 million from $23.3 million, mainly due to the Phase 3 CoMpass trial in early choroidal melanoma.
Cash, cash equivalents and marketable securities were $114.7 million at March 31, 2026, before the offering; about $39.0 million of offering proceeds was used to repurchase shares held by Matrix Capital Management Master Fund, LP.
Natalie Holles became Chief Executive Officer and President effective April 30, 2026, succeeding founder Elisabet de los Pinos, Ph.D.
MARA Holdings reported first-quarter 2026 revenue of $174.6 million, down 18% from $213.9 million a year earlier, and a net loss of $1.3 billion ($3.31 per diluted share), compared with a $533.4 million loss ($1.55 per share) in Q1 2025. The company said the loss was driven largely by a $1.0 billion unfavorable bitcoin fair value change, so the results weigh on shareholders even as the company announced a definitive agreement to acquire Long Ridge Energy & Power.
Revenue fell 18% to $174.6 million from $213.9 million; the lower average bitcoin price accounted for about $33.1 million of the decline.
Net loss was $1.3 billion, or $3.31 per diluted share, versus $533.4 million, or $1.55 per diluted share, in Q1 2025.
Adjusted EBITDA was a loss of $1.0 billion, compared with a loss of $483.6 million in Q1 2025.
After quarter end, MARA agreed to acquire Long Ridge from FTAI Infrastructure; closing is expected in the second half of 2026, subject to regulatory approvals.
Autoliv's management approved a plan on May 8, 2026 to close its manufacturing plants in Türkiye, which make steering wheels, airbags and seatbelts. The company expects a final pre-tax charge of approximately $142 million, mostly in the second quarter of 2026, and estimates about 2,200 employees in Türkiye will be affected. It expects a pre-tax benefit of $40 million a year beginning in 2027, fully realized in fiscal 2028.
Final pre-tax charge of approximately $142 million: $13 million non-cash and approximately $129 million cash, mainly severance and retention costs
Estimated pre-tax benefit of $40 million annually, beginning in 2027 and fully realized in fiscal 2028
About 2,200 employees in Türkiye expected to be affected; production to move to other EMEA facilities
Complete closure of Türkiye manufacturing anticipated in the first half of 2028
Mosaic reported a first quarter 2026 net loss of $258 million, or $(0.81) per diluted share, compared with net income of $238 million, or $0.75 per share, a year earlier, while net sales rose to $3.0 billion from $2.6 billion. The company withdrew its 2026 phosphate production guidance as it reviews raw material constraints, and it cut 2026 capital expenditure guidance to $1.25 billion, which matters to shareholders because the earnings decline and guidance changes reduce visibility on the year.
Net loss of $258 million versus net income of $238 million in Q1 2025; adjusted EBITDA fell to $416 million from $544 million
Notable items reduced Q1 earnings by $323 million pre-tax, including $442 million of charges from idling Araxa and Patrocinio in Brazil
Phosphate production guidance for 2026 withdrawn; partial curtailments at Louisiana and Bartow to begin in May
Full-year 2026 capital expenditure guidance set at $1.25 billion; Carlsbad, New Mexico potash mine sale completed in April
Koppers Holdings Inc. said Eric D. Brenner, currently Senior Vice President and CFO of NOVA Chemicals, will become its Chief Financial Officer and Treasurer effective May 26, 2026. Interim CFO Bradley Pearce returns to his role as Chief Accounting Officer on the same date. The filing describes a change in the company's principal financial officer but reports no financial results.
Brenner takes over from interim CFO Bradley Pearce effective May 26, 2026; Pearce returns to Chief Accounting Officer
Base salary of $550,000 with a target annual cash incentive of 75 percent of base salary
Target 2026 long-term incentive of 125 percent of base salary, rising to 140 percent in 2027
Brenner has been CFO of NOVA Chemicals since September 2023 and was Acting CFO from May 2022 to September 2023
Nature's Sunshine Products said Chief Financial Officer L. Shane Jones resigned effective June 5, 2026, and that his resignation was not related to any disagreement on financial reporting or accounting. Jonathan D. Lanoy, the company's Chief Accounting Officer, was named interim Principal Financial Officer. The change in the top finance role is significant for shareholders, though the filing gives no reason for the departure beyond the absence of an accounting disagreement.
L. Shane Jones notified the company on May 8, 2026 that he is resigning as CFO, effective June 5, 2026.
Jonathan D. Lanoy, 51, was appointed interim Principal Financial Officer on May 8, 2026, while continuing as Senior Vice President and Chief Accounting Officer.
Lanoy's employment agreement sets an annual base salary of $301,551 and a target bonus of 50 percent of base salary.
Severance for termination without cause, resignation for good reason, death or incapacity includes 12 months of base salary and 12 months of COBRA coverage, subject to a release and a 12-month non-compete.
American Assets Trust entered into a Voting Support Agreement with the Rady Trust and related parties on May 11, 2026. The board raised the Rady Trust Group's excepted ownership limit from 19.9% to 21.9% and cut the general ownership limits to 6.775%, with the Rady Trust Group required to restrict voting on shares above 19.9%.
Excepted holder limit for the Rady Trust Group raised from 19.9% to 21.9% of outstanding common stock
Aggregate and common stock ownership limits decreased to 6.775%, via a Maryland Certificate of Notice
Shares above 19.9% are subject to voting restrictions, including following board recommendations in contested meetings
The board stated the change aligns Ernest Rady's economic interests with those of all shareholders
RadNet reported first-quarter 2026 revenue of $575.6 million, up 22.1% from a year earlier, and Adjusted EBITDA of $63.3 million, up 36.3%. The company still posted a net loss attributable to RadNet common stockholders of $33.5 million, or $(0.43) per share, narrowed from a $37.9 million loss, or $(0.51) per share, a year earlier. It raised 2026 Imaging Center guidance for revenue, Adjusted EBITDA and free cash flow and reaffirmed Digital Health guidance.
Total Company revenue was $575.6 million, up $104.2 million from $471.4 million in Q1 2025.
Imaging Center revised 2026 revenue guidance to $2,355 million to $2,405 million, from $2,325 million to $2,375 million.
Imaging Center revised 2026 Adjusted EBITDA guidance to $340 million to $353 million, from $335 million to $348 million; free cash flow guidance rose to $112 million to $122 million, from $105 million to $115 million.
Digital Health revenue rose 51.5% to $29.1 million, while its Adjusted EBITDA fell to $1.3 million from $3.7 million; Digital Health guidance was reaffirmed.
SolarEdge's CFO Asaf Alperovitz will step down effective May 31, 2026, to pursue an opportunity outside the industry, and the Board appointed Maoz Sigron, former CFO of Perion Network, as successor on May 9, 2026. Alperovitz will remain in a transitional role through June 9, 2026. The filing reports no financial results, so the change itself is the news for shareholders.
Maoz Sigron, 48, becomes CFO and principal accounting officer effective May 31, 2026
Sigron's pay includes a 75% target annual bonus and equity grants of about $700,000 in restricted stock units and about $700,000 in performance stock units at target
Alperovitz's departure was first reported on March 10, 2026; he stays through June 9, 2026 for handover
Resideo filed a Form 10 for the planned spin-off of its ADI Global Distribution business and named leadership for both companies, with the spin-off expected between mid-third and mid-fourth quarter of 2026. Thomas Surran will become CEO of Resideo at spin-off completion, succeeding Jay Geldmacher, and CD&R-linked directors Nathan Sleeper and Cynthia Hostetler will leave the board when the separation closes. The filing gives shareholders a timeline and leadership structure but does not include new full-year results or guidance.
Thomas Surran to become President and CEO of Resideo effective upon completion of the Separation; Geldmacher retires after a new CEO is appointed, then advises for six months
ADI 2025 carveout figures: revenue of approximately $4.8 billion, net loss of $261 million, Adjusted EBITDA of $318 million
Spin-off expected between mid-third quarter and mid-fourth quarter 2026; investor days in mid-July 2026 in New York City
Resideo is conducting a search for a new Chief Financial Officer; Andrew Campelli of CD&R to join the board at separation
Certara reported first-quarter 2026 revenue of $106.9 million, up 1% from a year earlier, but swung to a net loss of $8.8 million from net income of $4.7 million. The company also completed the $85.0 million cash sale of its medical writing business to Veristat on May 8, 2026, and updated its full-year 2026 revenue guidance to reflect the divestiture.
Revenue was $106.9 million, up 1% from $106.0 million; software rose 7% to $49.7 million and services fell 4% to $57.2 million.
Net loss was $8.8 million, or $0.06 per diluted share, versus net income of $4.7 million, or $0.03 per diluted share, in Q1 2025; adjusted EBITDA fell to $31.7 million from $34.8 million.
Sale of the medical writing business to Veristat closed May 8, 2026, for $85.0 million cash, plus $15.0 million in escrow and up to $35.0 million in earn-out payments.
Full-year 2026 revenue guidance is $395 million to $405 million, including about $18 million from the divested business; adjusted diluted EPS guidance is $0.35 to $0.41.
Kodiak reported first-quarter 2026 total revenue of $345.8 million, up from $329.6 million a year earlier, while net income attributable to common shareholders fell to $17.8 million, or $0.20 per diluted share, from $0.33 in the first quarter of 2025. The GAAP result included a $36.5 million loss on extinguishment of debt. The company raised full-year 2026 adjusted EBITDA guidance to $820 million to $860 million to include the Distributed Power Solutions (DPS) acquisition, which closed April 1, 2026.
Total revenues of $345.8 million versus $329.6 million in Q1 2025; Contract Services revenue was a record $307.0 million.
Adjusted net income of $52.0 million, or $0.59 per adjusted diluted share, versus $0.35 in Q1 2025; adjusted EBITDA of $190.1 million.
2026 adjusted EBITDA guidance raised to $820 million to $860 million, incorporating three quarters of DPS.
Total debt was $2.8 billion at March 31, 2026, and the quarter included a $36.5 million loss on extinguishment of debt.
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.