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).
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.
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.
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.
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.
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
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
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
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
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.
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
Atlanta Braves Holdings reported first-quarter 2026 results on May 11, 2026. Total revenue rose 53% to $72 million, and the operating loss narrowed to $41 million from $44 million, while the net loss attributable to shareholders was $40.5 million, or $0.63 per diluted share, compared with $0.66 a year earlier. The results show improvement on both revenue and loss measures, though the company still reported a loss and the filing includes no guidance.
Total revenue was $72 million, up from $47 million; baseball revenue rose 60% to $46 million and Mixed-Use Development revenue rose 41% to $26 million.
Adjusted OIBDA was a loss of $17.6 million, compared with a loss of $28.5 million a year earlier, an improvement of 39%.
Net loss attributable to shareholders was $40.5 million, or $0.63 per diluted share, versus $41.4 million, or $0.66 per share, in the prior-year quarter.
ABH cash rose $35 million to $135 million at March 31, 2026, and ABH debt fell $30 million to $711 million.
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.
Constellation Energy reported first-quarter 2026 results with GAAP net income attributable to common shareholders of $1,590 million, or $4.49 per diluted share, up from $118 million, or $0.38 per share, a year earlier. Operating revenues rose to $11,122 million from $6,788 million, and the company reaffirmed its full-year 2026 adjusted operating earnings guidance of $11.00 to $12.00 per share. The results include the Calpine acquisition, completed in January 2026, which the filing cites as a main driver of higher adjusted earnings.
Adjusted (non-GAAP) operating earnings were $2.74 per share, up from $2.14 per share in Q1 2025 (adjusted operating earnings were $972 million versus $673 million)
Operating revenues were $11,122 million versus $6,788 million; GAAP net income attributable to common shareholders was $1,590 million versus $118 million
Full-year 2026 adjusted operating earnings guidance of $11.00 to $12.00 per share was affirmed, not changed
Pin Oak Creek 460 MW natural gas facility reached commercial operation on April 30, 2026; Pastoria 105 MW solar project was commissioned on April 16, 2026
Liquidia reported first-quarter 2026 results, its third consecutive quarter of profitability, with net income of $52.9 million compared with a net loss of $38.4 million a year earlier. Product sales of YUTREPIA reached $129.9 million, and cash and cash equivalents rose to $222.8 million. The filing does not include updated financial guidance, and the company also furnished an updated corporate presentation.
Total revenue was $132.9 million for the quarter ended March 31, 2026, versus $3.1 million a year earlier.
Net income was $52.9 million, or $0.52 per diluted share, versus a net loss of $38.4 million, or $0.45 per share, in Q1 2025.
Adjusted EBITDA was $71.2 million, up from $27.3 million in Q4 2025; cash rose $32.1 million from year-end 2025 to $222.8 million.
Selling, general and administrative expenses rose to $46.9 million from $30.1 million, and research and development expenses rose to $12.6 million from $7.0 million.
Sally Beauty Holdings reported fiscal second-quarter 2026 results for the quarter ended March 31, 2026, with net sales of $903 million, up 2.3%, and GAAP diluted EPS of $0.43, up 13%. The company narrowed its fiscal 2026 net sales guidance to $3.725 billion to $3.750 billion from $3.71 billion to $3.77 billion and kept its other full-year metrics unchanged.
Q2 net sales of $903 million, up 2.3%; consolidated comparable sales rose 1.3%
GAAP diluted EPS of $0.43 versus $0.38 a year earlier; adjusted diluted EPS of $0.44, up 5%
Fiscal 2026 net sales guidance narrowed to $3.725 billion to $3.750 billion; adjusted operating earnings of $328 million to $342 million and adjusted diluted EPS of $2.02 to $2.10 unchanged
Q2 free cash flow of $44 million; $25 million spent on share repurchases and $20 million on term loan repayment
eXp World Holdings reported first-quarter 2026 revenue of $1.0 billion, up 5% from $954.9 million a year earlier, and a net loss of $5.1 million, down from $11.0 million. Adjusted EBITDA rose 88% to $4.1 million, but net cash from operating activities fell to $20.6 million from $39.8 million. The board also declared a $0.05 per share dividend for the second quarter, and the company issued revenue guidance for the second quarter and full year 2026.
Q1 2026 revenue of $1.0 billion, up 5% from $954.9 million; diluted loss per share of $0.03 versus $0.07
Net cash provided by operating activities of $20.6 million, down from $39.8 million; adjusted operating cash flow of $9.6 million versus $28.2 million
Q2 2026 revenue outlook of $1.36 billion to $1.45 billion; full-year 2026 revenue outlook of $4.85 billion to $5.15 billion
Cash dividend of $0.05 per share declared April 23, 2026, payable June 5, 2026 to holders of record on May 22, 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.