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).
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
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.
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.
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.
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)
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.
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.
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
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.
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.
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.
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.
Aktis Oncology reported first-quarter 2026 results in an 8-K furnished with a press release. Collaboration revenue rose to $3.2 million from $1.4 million a year earlier, but the net loss widened to $18.3 million from $15.0 million as research and development and general and administrative expenses increased. Cash, cash equivalents and marketable securities reached $538.5 million at March 31, 2026, which the company says will fund operations into 2029.
Collaboration revenue was $3.2 million for the quarter ended March 31, 2026, versus $1.4 million a year earlier, tied to the Eli Lilly research collaboration.
Net loss was $18.3 million versus $15.0 million; R&D expenses rose to $20.0 million from $15.9 million and G&A expenses rose to $5.9 million from $3.7 million.
Cash, cash equivalents and marketable securities were $538.5 million at March 31, 2026, up from $226.8 million at December 31, 2025, mainly due to net proceeds from the January 2026 initial public offering.
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
Airship AI reported first-quarter 2026 net revenues of $6.3 million, up from $5.5 million a year earlier, and an operating loss that narrowed to $1.6 million from $1.7 million. The company swung to a net loss of $721,000, or $0.02 per share, after a prior-year quarter that included a $23.7 million net income driven by warrant and earnout fair value gains, so shareholders face a mixed picture of stronger operations but a lower reported bottom line.
Net revenues were $6.3 million, up from $5.5 million in Q1 2025; gross profit was $3.2 million versus $2.2 million.
Operating loss was $1,582,000, compared with $1,714,357 a year earlier; stock-based compensation was $666,000.
Net loss was $721,000 ($0.02 per basic share), compared with net income of $23.7 million ($0.75 per basic share) in Q1 2025.
Backlog was $4.6 million as of May 8, 2026, and cash and cash equivalents were $12.6 million as of March 31, 2026.
Uniti Group reported first-quarter 2026 revenue of $987.5 million, up from $293.9 million a year earlier, but posted a net loss of $70.3 million compared with net income of $12.2 million in the prior-year quarter. The company's full-year 2026 outlook, which the press release describes as updated for business unit revisions and transaction costs, calls for Adjusted EBITDA of $1.425 billion to $1.475 billion.
Q1 2026 revenue was $987.5 million versus $293.9 million in Q1 2025, and Adjusted EBITDA was $441.6 million versus $237.8 million.
Net loss was $70.3 million, or $0.34 per share, compared with net income of $12.2 million, or $0.08 per share, a year earlier.
2026 outlook: revenue of $3.605 billion to $3.655 billion, net loss of $400 million to $450 million, and Adjusted EBITDA of $1.425 billion to $1.475 billion.
Kinetic consumer fiber gross adds were about 39,000, described as the highest on record.
Fox Corporation reported fiscal third-quarter results for the three months ended March 31, 2026. Revenue fell to $3.99 billion from $4.37 billion a year earlier, mainly because the prior year included the Super Bowl LIX broadcast, and GAAP net income attributable to stockholders dropped to $166 million ($0.38 per share) from $346 million ($0.75). Adjusted EBITDA rose 11% to $954 million and adjusted EPS rose to $1.32 from $1.10, which matters to shareholders because the company's headline revenue and GAAP profit declined while its adjusted profit measures improved.
Total revenue was $3.99 billion versus $4.37 billion; advertising revenue was $1.56 billion versus $2.04 billion.
Adjusted EBITDA was $954 million, up $98 million or 11% from the prior year quarter.
Net income attributable to Fox Corporation stockholders was $166 million ($0.38 per share) versus $346 million ($0.75 per share).
Exagen reported first-quarter 2026 revenue of $17.3 million, up 12% from a year earlier, and reaffirmed full-year 2026 revenue guidance of $70 million to $73 million. The net loss widened to $3.97 million from $3.75 million, though the loss per share narrowed to $0.17 from $0.20 as the share count rose.
Revenue was $17.3 million, up from $15.5 million in the first quarter of 2025.
Net loss was $3.97 million, compared with $3.75 million a year earlier; net loss per share was $0.17 versus $0.20.
Full-year 2026 revenue guidance of $70 million to $73 million was maintained.
Cash and cash equivalents were $21.5 million at March 31, 2026, down from $32.2 million at December 31, 2025.
Ceva reported first quarter 2026 results for the period ended March 31, 2026, with total revenues of $27.0 million, up 11% year over year, and licensing and related revenues of $17.8 million, up 18%. The company's GAAP net loss widened to $4.5 million, or $0.16 per diluted share, from $3.3 million, or $0.14, a year earlier, and non-GAAP diluted earnings per share fell to $0.04 from $0.06. The filing contains no revenue or earnings guidance for future periods.
Total revenues of $27.0 million, up 11% from the first quarter of 2025; royalty revenues were $9.2 million, roughly flat year over year.
Licensing and related revenues of $17.8 million, up 18%, the highest in three years according to the release.
GAAP net loss of $4.5 million, or $0.16 per diluted share, compared with a net loss of $3.3 million, or $0.14, a year earlier.
Non-GAAP net income of $1.1 million, or $0.04 per diluted share, compared with $1.4 million, or $0.06, in the prior-year quarter.
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.
Ur-Energy reported first-quarter 2026 results, with revenue of $3.9 million from 55,000 pounds sold, down from 165,000 pounds in Q4 2025. The average sales price rose to $70.98 per pound and cash costs fell, but Q4 2025 product profit was $1.5 million against $1.2 million in Q1 2026, and unrestricted cash was $122.8 million at March 31, 2026.
Q1 2026 revenue was $3.9 million on 55,000 pounds sold, versus $10.4 million on 165,000 pounds in Q4 2025; no pounds were sold in Q1 2025.
Average sales price rose to $70.98 per pound from $63.20 in Q4 2025, and cash cost per pound sold fell to $37.51 from $42.94.
Pounds captured rose 41% over Q4 2025 to 110,314 pounds, and Shirley Basin began initial operations in April 2026, with first resin shipments expected this summer subject to regulatory approval.
Unrestricted cash was $122.8 million at March 31, 2026, and $107.5 million at April 30, 2026.
Townsquare Media reported first-quarter 2026 net revenue of $96.8 million, down 1.9% from a year earlier, and Adjusted EBITDA of $16.4 million, down 9.7%. Net income rose to $3.0 million from a net loss of $1.5 million, primarily because of a $12.6 million larger income tax benefit, and the company reaffirmed its full-year 2026 guidance. For shareholders, the revenue and Adjusted EBITDA declines are the core operating measures, while the swing to profit came largely from taxes.
Net revenue was $96.8 million, down 1.9%; Digital Advertising revenue rose 6.8% to $39.3 million, while Broadcast Advertising fell 6.6%
Adjusted EBITDA was $16.4 million, down 9.7%; diluted earnings per share were $0.16 versus a loss of $0.12 a year earlier
Full-year 2026 guidance reaffirmed at $420 million to $440 million net revenue and $87 million to $93 million Adjusted EBITDA; second-quarter guidance is $114 million to $116 million net revenue and $24 million to $25 million Adjusted EBITD
Board approved a quarterly cash dividend of $0.20 per share, payable August 3, 2026 to holders of record as of July 27, 2026
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.