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).
West Enclave Merger Corp., a Cayman Islands blank-check company with no operations, closed its initial public offering of 10,000,000 units at $10.00 per unit on May 1, 2026, generating $100 million in gross proceeds. The underwriters later bought 1,500,000 additional units in full for $15 million, and $101 million was placed in a trust account, which holders can redeem for if the company does not complete a business combination within 21 months.
IPO of 10,000,000 units at $10.00 per unit closed on May 1, 2026, with $100 million in gross proceeds.
On May 4, 2026, underwriters exercised the over-allotment option in full, buying 1,500,000 additional units for $15 million.
$101 million ($10.10 per unit) was placed in the trust account; a private placement of 425,000 units raised $4.25 million.
From May 13, 2026, holders may separate ordinary shares and rights, which will trade on the NYSE as WENC and WENC RT.
On May 11, 2026, GP-Act III Acquisition Corp. and its sponsor entered agreements with shareholders covering 8,074,387 Class A ordinary shares. The investors agreed not to redeem, or to rescind prior redemption requests for, those shares and to vote for the extension proposals at the upcoming meeting. The proposals would extend the deadline to complete a business combination, and the trust liquidation date, from May 13, 2026 to November 13, 2026, and the agreements are intended to raise the likelihood of approval and the funds remaining in the trust account.
Agreements dated May 11, 2026 cover 8,074,387 Class A ordinary shares.
Sponsor HoldCo agreed to transfer 403,720 Class A ordinary shares to the investors after the company completes its initial business combination, subject to conditions.
Extension proposals would move the deadline from May 13, 2026 to November 13, 2026.
The extraordinary general meeting was called in a proxy statement filed March 30, 2026, with a March 24, 2026 record date.
Cactus appointed Steven Bender, its Chief Operating Officer, as Chief Executive Officer of the Spoolable Technologies Segment, replacing Stephen Tadlock in that role effective May 12, 2026. At the same annual meeting, stockholders elected Tana Utley to the board and reduced the board to eight members, including six independent directors.
Steven Bender named CEO of the Spoolable Technologies Segment effective May 12, 2026, while remaining COO
Stephen Tadlock continues as Executive Vice President and CEO of Cactus International
Tana Utley elected to the board; directors Bruce Rothstein and Melissa Law did not stand for reelection
Stockholders approved PricewaterhouseCoopers LLP as auditor for fiscal 2026 with 75,549,462 votes for and 330,570 against
Solaris Energy Infrastructure's subsidiary issued $1.3 billion of 6.375% senior notes due 2031 in a private placement on May 12, 2026, for net proceeds of about $1,276.1 million. The company also entered a credit agreement that provides a $650.0 million revolving credit facility, and it used part of the note proceeds to repay outstanding borrowings.
$1.3 billion of 6.375% senior notes due May 15, 2031, issued May 12, 2026
Net proceeds of approximately $1,276.1 million after initial purchasers' discount and estimated expenses
Proceeds used in part to repay certain outstanding borrowings; remainder for general corporate purposes, including growth capital expenditures
New $650.0 million revolving credit facility with MUFG Bank, Ltd. as administrative agent
Diodes reported first quarter 2026 revenue of $405.5 million, up 22.1% from a year earlier and 3.5% from the prior quarter, and GAAP net income of $15.0 million, or $0.32 per diluted share, compared with a net loss in the prior-year quarter. The company guided second quarter revenue to about $435 million, plus or minus 3%, and non-GAAP adjusted EPS to $0.60, plus or minus $0.10. The results are preliminary and unaudited until the company files its Form 10-Q.
First quarter 2026 revenue was $405.5 million, up 22.1% year over year from $332.1 million.
GAAP net income was $15.0 million, or $0.32 per diluted share, versus a net loss of $4.4 million in the first quarter of 2025.
Non-GAAP adjusted net income was $19.8 million, or $0.43 per diluted share.
Second quarter guidance: revenue about $435 million (plus or minus 3%), GAAP gross margin 32.8% (plus or minus 1%), non-GAAP adjusted EPS $0.60 (plus or minus $0.10).
Oracle's board unanimously elected Tomislav Mihaljevic as a director effective immediately, with the election dated May 6, 2026, and announced in a May 12, 2026 press release. The filing says the board was increased to 13 members and that he has not been named to any committee at this time, so the change adds a board member without changing executive leadership.
Board elected Dr. Tomislav Mihaljevic effective May 6, 2026; the board size was increased to 13.
Dr. Mihaljevic is CEO and President of Cleveland Clinic, a position he has held since January 2018.
He is not currently on any board committee; he will receive restricted stock units on May 31, 2026 that fully vest on the first anniversary of the grant.
Directors serve one-year terms and will next stand for election at the annual meeting in November 2026.
CarMax said it intends to add Robert O'Shaughnessy, a former PulteGroup executive and Penske Automotive Group CFO, to its Board of Directors, subject to shareholder approval at the 2026 Annual Meeting. Directors Shira Goodman and Mitchell Steenrod will not stand for re-election at that meeting, and the company said their decisions did not result from any disagreement with the company.
O'Shaughnessy, age 60, was Executive Vice President and Chief Financial Officer of PulteGroup, Inc. from May 2011 until February 2025, and retired from PulteGroup in March 2026.
The company expects O'Shaughnessy to serve on the Audit Committee if elected.
After the Annual Meeting, the Board will have 11 directors, nine of them independent.
Goodman and Steenrod will remain on the Board until their terms end at the Annual Meeting.
Cinemark Holdings and its subsidiary Cinemark USA entered into a Fifth Amendment to their Credit Agreement with Barclays Bank PLC as administrative agent, dated May 12, 2026. The amendment reduces the interest rate on the term loans by 0.25% and resets the 101% soft call for six months, which lowers borrowing costs for the company.
Term loan interest rate reduced by 0.25%
101% soft call period reset for six months
Amendment dated May 12, 2026; Barclays Bank PLC is administrative agent
Dolphin Entertainment reported first-quarter 2026 results for the three months ended March 31, 2026. Revenue rose 5.2% year over year to $12.8 million, but the operating loss, net loss and loss per share all grew from the prior-year quarter, and the company said it reiterated its 2026 expectations for revenue growth, free cash flow and Adjusted EBITDA margin expansion.
Revenue was $12.8 million, up from $12.2 million in Q1 2025.
Operating loss was $2.1 million, compared with $1.8 million a year earlier; net loss was $2.7 million, compared with $2.3 million.
Basic and diluted loss per share was $(0.22), versus $(0.21), on 12,327,974 weighted average shares.
Adjusted EBITDA loss narrowed 25% to approximately $467,000 from $625,000, a non-GAAP measure.
The Eastern Company reported first-quarter 2026 results for the period ended April 4, 2026. Net sales fell 5.7% from a year earlier and net income dropped to $0.6 million, or $0.11 per diluted share, from $1.9 million, or $0.31, with management citing unfavorably priced racks contracts and lower returnable packaging volume. The company reduced debt by $1.0 million and expects the racks impact to be largely behind it by the end of the second quarter.
Net sales were $59.7 million, down 5.7% from $63.3 million in the first quarter of 2025.
Net income was $0.6 million, or $0.11 per diluted share, versus $1.9 million, or $0.31, a year earlier.
Adjusted EBITDA was $3.0 million, compared with $4.6 million, a decrease of about 35%.
Backlog was $82.2 million as of April 4, 2026, up from $81.1 million at January 3, 2026.
TransAct Technologies reported preliminary first-quarter 2026 net sales of $14.4 million, up 10% year over year, and net income of $766 thousand, or $0.07 per diluted share, compared with $19 thousand a year earlier. The company reiterated its 2026 net sales guidance of $55 million to $57 million, raised its adjusted EBITDA guidance to $1 million to $1.75 million, and authorized a $3 million share buyback, while CFO Steven A. DeMartino retires on June 30, 2026, with Robert Campbell succeeding him.
Net sales were $14.4 million, up from $13.1 million, with casino and gaming sales up 24% and recurring FST revenue of $3.3 million, up 26%.
Net income was $766 thousand, or $0.07 per diluted share, versus $19 thousand, or $0.00, in Q1 2025; adjusted EBITDA was $1.4 million versus $544 thousand.
2026 net sales guidance was reiterated at $55 million to $57 million; adjusted EBITDA guidance was raised to $1 million to $1.75 million.
The Board authorized repurchases of up to $3 million of common stock over 12 months starting May 12, 2026; CFO Steven A. DeMartino retires June 30, 2026, and Robert Campbell, the Controller since June 2022, succeeds him.
DT Midstream, Inc. terminated Executive Vice President and Chief Administrative Officer Melissa Cox without cause on May 8, 2026, effective immediately. Ms. Cox will receive severance and customary benefits under the company's previously filed form of Severance Agreement.
Melissa Cox terminated without cause on May 8, 2026
Role: Executive Vice President and Chief Administrative Officer, effective immediately
Severance and benefits follow the form of Severance Agreement filed as Exhibit 10.6 to the 2025 Form 10-K
Filing made May 12, 2026 and signed by General Counsel and Corporate Secretary Wendy Ellis
Astronics reported first-quarter 2026 sales up 12.0% to $230.6 million and net income of $25.5 million, or $0.67 per diluted share, compared with $0.26 a year earlier. The company raised its 2026 revenue guidance to $970 million to $1 billion and reported record backlog of $734.3 million, which shareholders should weigh alongside cash from operations of $10.6 million in the quarter.
Sales rose 12.0% to $230.6 million; Aerospace sales rose 11.7% to $213.8 million
Diluted EPS was $0.67 versus $0.26; net income was $25.5 million versus $9.5 million
2026 revenue guidance raised to $970 million to $1 billion; second-quarter sales expected at $245 million to $250 million
Cash from operations was $10.6 million and capital expenditures were $11.2 million in the quarter
Atea Pharmaceuticals reported a first-quarter 2026 net loss of $45.4 million, or $0.57 per share, up from $34.3 million, or $0.40 per share, a year earlier. Research and development spending rose to $41.1 million, driven by Phase 3 hepatitis C trial costs, and cash, cash equivalents and marketable securities fell to $256.0 million from $301.8 million at December 31, 2025. The filing reports no revenue, and the company said its two hepatitis C Phase 3 topline readouts are expected in mid-2026 and around year-end 2026.
Net loss was $45.4 million ($0.57 per share) for the three months ended March 31, 2026, versus $34.3 million ($0.40 per share) a year earlier.
Research and development expenses increased $11.6 million to $41.1 million; general and administrative expenses decreased $2.6 million to $6.9 million.
Cash, cash equivalents and marketable securities were $256.0 million at March 31, 2026, down from $301.8 million at December 31, 2025.
C-BEYOND Phase 3 topline results are expected mid-2026; C-FORWARD topline results are expected around year-end 2026.
Black Rock Coffee Bar reported first quarter 2026 total revenue of $55.5 million, up 23.7% from the prior year, and net income of $1.8 million versus a net loss of $0.9 million a year earlier. The company reaffirmed its full year 2026 guidance for total revenue of $255 to $257 million and adjusted EBITDA of $33.5 to $34.5 million, while same store sales growth slowed to 5.2% from 9.2%.
Total revenue of $55.5 million, up 23.7% from $44.8 million in the prior year period
Same store sales growth of 5.2%, down from 9.2% in the first quarter of 2025
Net income of $1.8 million versus a net loss of $0.9 million; adjusted EBITDA of $7.4 million, up 23.5%
Full year 2026 guidance reaffirmed: total revenue $255 to $257 million; adjusted EBITDA $33.5 to $34.5 million
HireQuest, Inc. said it submitted a proposal to TrueBlue's board to buy certain assets of the People-Ready segment, specifically the on-demand business, for $105 million in cash. The filing does not say whether TrueBlue will engage, and no agreement has been reached, but the proposal follows HireQuest's earlier 2025 offers for all of TrueBlue that the TrueBlue board rejected.
Proposal submitted May 12, 2026 to acquire certain People-Ready assets for $105 million in cash.
The proposal covers the on-demand portion of People-Ready and excludes the skilled and solar/renewable energy staffing segments.
HireQuest's 2025 offers for TrueBlue ranged from $7.50 to $12.30 per share and were rebuffed by TrueBlue's board.
HireQuest says the proposal represents $3.45 per share of TrueBlue stock, based on TrueBlue's most recent proxy statement.
Karman Holdings reported first-quarter fiscal 2026 revenue of $151.2 million, up 51.0% from a year earlier, and swung to net income of $7.8 million from a net loss of $4.8 million. The company raised its full-year 2026 outlook to $720 million to $735 million in revenue and $208.5 million to $219.5 million in non-GAAP adjusted EBITDA, which shareholders will see as a sign of stronger expected operating results for the year.
Q1 2026 revenue was $151.2 million, up 51.0% from $100.1 million in Q1 2025.
Net income was $7.8 million, or $0.06 per diluted share, versus a net loss of $4.8 million, or $0.04 per share, a year earlier.
Non-GAAP adjusted EBITDA was $44.8 million, up from $30.3 million, and backlog reached $1.0 billion as of March 31, 2026.
Full-year 2026 revenue and adjusted EBITDA guidance were both increased, excluding future acquisitions.
Pono Capital Four, Inc., a special purpose acquisition company, issued an unsecured promissory note of up to $100,000 to its sponsor, Mehana Capital LLC, to fund costs related to its business combination. The note bears no interest and is payable in full only upon completion of an initial business combination, and it would be repaid from funds outside the trust account if no combination is completed.
Note principal of up to $100,000, dated as of May 6, 2026, issued to sponsor Mehana Capital LLC
Company can draw down the full $100,000; sponsor funds each request within five business days
Note bears no interest and is due upon consummation of an initial business combination
If no business combination is completed, repayment comes only from funds outside the trust account
Amphenol issued €600 million of 3.375% senior notes due 2029 and €500 million of 3.875% senior notes due 2034, with net proceeds of approximately €1,093.1 million after underwriting discounts and estimated expenses. The company plans to use the proceeds to repay commercial paper and a 364-day delayed draw term loan, and for general corporate purposes, which shifts debt into longer-dated fixed-rate notes.
2029 Notes: €600 million at 3.375%, maturing May 12, 2029
2034 Notes: €500 million at 3.875%, maturing May 12, 2034
Estimated net proceeds of approximately €1,093.1 million, to repay U.S. commercial paper and a 364-day term loan
Notes are unsecured senior obligations, with interest paid annually starting May 12, 2027
At its May 11, 2026 annual meeting, MKS Inc. shareholders approved an amended and restated 2022 Stock Incentive Plan that adds 6,200,000 shares to the authorized pool, re-elected three directors, and ratified PricewaterhouseCoopers LLP as auditor for 2026. A shareholder proposal to lower the threshold for calling a special meeting from 40% to 10% did not pass, while the company's own advisory proposal to lower it to 25% received more votes for than against.
Shareholders approved the amended plan, which adds 6,200,000 shares; the filing says the plan's other terms are unchanged.
Peter J. Cannone III, Wissam G. Jabre and Joseph B. Donahue were elected to one-year terms, with 57,214,027, 57,214,803 and 54,218,941 votes for, respectively.
The shareholder proposal to cut the special meeting threshold to 10% drew 18,775,304 votes for and 38,812,405 against.
PricewaterhouseCoopers LLP was ratified as independent auditor for the year ending December 31, 2026, with 58,207,171 votes for and 2,248,167 against.
Palisade Bio reported a first-quarter 2026 net loss of $9.6 million, up from $2.2 million a year earlier, as research and development and general and administrative expenses rose sharply. The company had $132.6 million in cash and cash equivalents at March 31, 2026, and said it expects that cash to fund operations through its Phase 2 ulcerative colitis and Crohn's disease readouts, but the filing reports no revenue and a much larger loss for shareholders.
Net loss was $9.6 million, or $0.05 per share, for the three months ended March 31, 2026, versus $2.2 million, or $0.47 per share, a year earlier.
Research and development expenses rose to $6.4 million from $1.0 million; general and administrative expenses rose to $4.4 million from $1.4 million.
Cash and cash equivalents were $132.6 million at March 31, 2026, down from $133.4 million at December 31, 2025.
Phase 2 ulcerative colitis trial initiation is targeted for Q3 2026, and the Phase 2 UC readout is expected in 2H 2027.
QuickLogic reported fiscal first quarter 2026 revenue of $5.1 million, up 16.8% from a year earlier and 35.3% from the fourth quarter of 2025. The GAAP net loss was $2.2 million, or $0.13 per share, compared with $0.14 per share a year earlier, but GAAP gross margin fell to 36.5% from 43.4%. Cash, cash equivalents and restricted cash dropped to $6.0 million from $18.8 million at year-end after the company repaid a $15.0 million revolving line of credit.
Revenue of $5.1 million, up 16.8% year over year; new product revenue of $4.3 million, up 14.5%
GAAP net loss of $2.2 million, or $0.13 per share, versus a $5.9 million loss ($0.35 per share) in the fourth quarter of 2025
GAAP gross margin of 36.5%, down from 43.4% in the first quarter of 2025
Cash and restricted cash of $6.0 million at March 29, 2026, down from $18.8 million at December 28, 2025; revolving line of credit balance was $0
At the May 7, 2026 annual meeting, shareholders approved an amended and restated 2023 Omnibus Incentive Plan that raises the shares reserved for awards to 2,525,000 Class A common shares. Shareholders also elected all ten director nominees, ratified KPMG LLP as auditor for 2026, and approved executive compensation on an advisory basis. The larger share reserve expands the pool available for future equity awards.
Omnibus Plan share reserve increased to 2,525,000 Class A common shares; plan approved with 34,693,675 votes for and 1,757,113 against
All ten director nominees elected, including Ralph W. Clermont and Micho F. Spring, to serve until the next annual meeting
KPMG LLP ratified as independent registered public accounting firm for the year ending December 31, 2026, with 38,186,525 votes for
Plan also bars recycling of shares tendered or withheld for exercise price or tax withholding, for awards or shares repurchased with exercise proceeds
Visa settled its exchange offer for its Class B-1 and Class B-2 common stock on May 12, 2026, and entered into Makewhole Agreements with participating holders that require them to reimburse Visa in cash for certain future U.S. covered litigation escrow deposits. The filing also estimates the interchange reimbursement fees at issue in unresolved U.S. covered litigation claims at $17.4 billion as of May 11, 2026, a figure the company says will continue to increase.
Exchange offer for Class B-1 and Class B-2 common stock settled May 12, 2026; Makewhole Agreements effective May 11, 2026
Participating holders must reimburse Visa in cash for future litigation escrow deposits once their Class B-3 stock value is depleted
Holders may transfer only up to one-third of Class C stock received before June 25, 2026, and up to two-thirds before August 9, 2026
Estimated interchange fees at issue in unresolved U.S. covered litigation claims: $17.4 billion as of May 11, 2026
Intellicheck reported first-quarter 2026 revenue of $5,524,000, up 13% from a year earlier, and net income of $636,000, or $0.03 per diluted share, compared with a net loss of $318,000 in the first quarter of 2025. For shareholders, the filing shows a swing to profit in the quarter, with the company reporting $10,062,000 in cash and no debt as of March 31, 2026.
Revenue rose 13% to $5,524,000 from $4,894,000 in Q1 2025, with SaaS revenue of $5,514,000.
Net income was $636,000, or $0.03 per diluted share, versus a net loss of $318,000, or $0.02 per share, a year earlier.
Adjusted EBITDA was $935,000 compared with a loss of $17,000; cash and cash equivalents were $10,062,000 at March 31, 2026.
TherapeuticsMD reported net income from continuing operations of $103 thousand for the quarter ended March 31, 2026, compared with a net loss of $636 thousand a year earlier. License revenue rose to $724 thousand, mainly from the Mayne License Agreement, while operating expenses fell 13.6%. The company also said it is still exploring strategic alternatives, including a possible acquisition, merger, or sale of assets, with no timetable set.
Net income from continuing operations was $103 thousand, versus a net loss of $636 thousand in Q1 2025.
License revenue was $724 thousand, up $331 thousand from $393 thousand in Q1 2025.
Total operating expenses were $1,447 thousand, down $227 thousand or 13.6% from $1,674 thousand.
Cash and cash equivalents totaled $8.4 million as of March 31, 2026; the strategic review has no set timetable.
IPM reported first-quarter 2026 revenue of $6.35 million, up 15.2% from a year earlier, and its operating loss narrowed by 42.4%. Net results turned to a $660,214 loss from $808,530 of net income, because the prior-year period included an income tax benefit of about $2.1 million that did not recur.
Total revenue was $6,354,751 versus $5,518,038 for Q1 2025, up 15.2%; procurement revenue rose 78.4% and core managed IT revenue rose 19%.
Loss from operations was $768,182 versus $1,333,927 a year earlier.
Net loss was $660,214, or $(0.05) per share, versus net income of $808,530, or $0.06 per share, in Q1 2025.
Net cash used in operating activities was $195,712, and cash and cash equivalents totaled $8.1 million at March 31, 2026, including $1.0 million of restricted cash.
PepGen reported a first quarter 2026 net loss of $17.8 million, or $(0.26) per share, down from $30.2 million, or $(0.92) per share, a year earlier, as research and development expenses fell to $13.0 million from $25.4 million. The company also disclosed that the FDA placed a partial clinical hold on its FREEDOM2 study of PGN-EDODM1, which PepGen says relates to previously submitted preclinical studies and has not affected the ongoing trial's timing, and that cash and marketable securities were $132.3 million as of March 31, 2026.
Q1 2026 net loss was $17.8 million, or $(0.26) per share, versus $30.2 million, or $(0.92) per share, in Q1 2025.
Research and development expenses were $13.0 million, compared with $25.4 million a year earlier; general and administrative expenses were $5.9 million in both periods.
The FDA placed a partial clinical hold on the FREEDOM2 study, tied to questions about previously submitted preclinical pharmacology and toxicology studies.
Cash, cash equivalents and marketable securities were $132.3 million at March 31, 2026, down from $148.5 million at December 31, 2025, and PepGen expects this to fund operations into the second half of 2027.
Lineage Cell Therapeutics reported first quarter 2026 results, with total revenues of $1.7 million, up from $1.5 million a year earlier. The net loss attributable to Lineage widened to $4.8 million, or $0.02 per share basic and $0.03 diluted, from $4.1 million, or $0.02 per share, in the prior-year quarter. The company said its $53.4 million in cash, cash equivalents and marketable securities is expected to support planned operations into Q2 2028.
Total revenues were $1.7 million for the quarter ended March 31, 2026, up $0.2 million, driven mainly by collaboration revenue under the new research collaboration agreement with William Demant Invest A/S (WDI).
Loss from operations was $7.6 million, compared with $6.5 million a year earlier, as total operating expenses rose to $9.3 million from $8.0 million.
Other income of $2.8 million, including a $2.3 million change in fair value of warrant liability, partly offset the operating loss.
Cash, cash equivalents and marketable securities totaled $53.4 million as of March 31, 2026.
Lumexa Imaging reported first quarter 2026 revenue of $252.5 million, up 3.1% from $245.0 million a year earlier, and swung to net income of $1.7 million from a net loss of $7.7 million. The company reiterated its full year 2026 guidance and said it is adding four centers, including two tuck-in acquisitions and two de novo centers.
Consolidated revenue of $252.5 million, up 3.1% from $245.0 million; same-center advanced volume growth of 5.6%
Net income of $1.7 million (GAAP EPS $0.02) versus a net loss of $7.7 million (EPS of $(0.11)) a year earlier
Adjusted EBITDA of $51.2 million versus $51.0 million, a 20.3% margin; Adjusted EPS of $0.18 versus $0.04
Full year 2026 guidance reiterated: revenue of $1.045 to $1.097 billion and Adjusted EBITDA of $234 to $242 million
Resideo reported first quarter 2026 net revenue of $1.91 billion, up 8% year-over-year, with adjusted EBITDA of $215 million, up 28%, and net income of $38 million compared with $6 million a year earlier. The company said revenue, adjusted EBITDA and adjusted EPS were all above the high end of its outlook range, and it reaffirmed its full-year 2026 outlook. Operating cash use widened to $145 million from $65 million, which the company attributed mainly to business separation activities.
Net revenue of $1,912 million, up 8% from $1,770 million, and above the high end of the outlook range
Net income of $38 million versus $6 million; GAAP diluted EPS of $0.17 versus a loss of $0.02
Adjusted EBITDA of $215 million, up 28% from $168 million; Adjusted EPS of $0.65 versus $0.63
Cash used by operating activities of $145 million versus $65 million; full-year 2026 outlook reaffirmed and second-quarter revenue outlook of $1,916 million to $1,940 million given
Flowserve issued $500 million of 5.700% senior notes maturing May 15, 2036, on May 12, 2026. The notes must be redeemed at 101% of principal if the Trillium Flow Technologies Valves Division acquisition is not completed by February 4, 2027, or if the related purchase agreement is terminated first, which ties the debt directly to that pending deal.
$500 million principal of 5.700% Senior Notes due May 15, 2036, issued May 12, 2026
Interest payable semi-annually from November 15, 2026
Special Mandatory Redemption at 101% of principal if the Trillium Flow Acquisition is not consummated by February 4, 2027, or the purchase agreement is terminated
Notes are unsecured, not guaranteed by subsidiaries, and effectively subordinated to subsidiary and secured debt
Nextpower reported fiscal fourth-quarter 2026 revenue of $881 million and GAAP diluted EPS of $0.97, both below the year-earlier quarter, while full-year fiscal 2026 revenue rose to $3.56 billion and GAAP diluted EPS reached $3.84. The company raised its fiscal 2027 revenue outlook to $3.8 billion to $4.1 billion from $3.6 billion to $3.8 billion, and it also announced a planned acquisition of power conversion product lines subject to Spanish government approval.
Q4 FY26 revenue $881 million vs. $924 million in Q4 FY25; GAAP diluted EPS $0.97 vs. $1.05
Full-year FY26 revenue $3.56 billion; GAAP diluted EPS $3.84 vs. $3.47 in FY25
FY27 outlook: revenue $3.8 billion to $4.1 billion; Adjusted EBITDA $825 million to $900 million
Robert Vinje appointed Chief Operating Officer effective June 15, 2026; Marco Miller moves to Chief Project Development Officer
GrowGeneration reported first quarter 2026 results on May 12, 2026, in a press release furnished as Exhibit 99.1 to a Form 8-K. Net sales rose 7.5% to $38.4 million and the GAAP net loss narrowed to $4.9 million from $9.4 million, while gross profit margin fell to 25.4% from 27.2%. The company reaffirmed its full-year 2026 revenue outlook of $162 million to $168 million and its expectation of approximately breakeven Adjusted EBITDA, and reported $41.1 million in cash and marketable securities with no debt as of March 31, 2026.
Net sales were $38.4 million, up from $35.7 million in the first quarter of 2025.
GAAP net loss was $4.9 million, or $0.08 per share, compared with a net loss of $9.4 million, or $0.16 per share, a year earlier.
Gross profit margin was 25.4%, down from 27.2%; Adjusted EBITDA loss narrowed to $1.6 million from $4.0 million.
The 2026 outlook was reaffirmed at $162 million to $168 million in net revenue, with second-quarter 2026 net sales expected at $42 million to $44 million.
Verrica Pharmaceuticals reported first quarter 2026 total revenue of $5.0 million, up from $3.4 million a year earlier, with U.S. YCANTH net product revenue of $4.3 million. The net loss was $9.7 million, or $0.45 per share, compared with $9.7 million, or $1.03 per share, in the first quarter of 2025, and cash fell to $20.6 million at March 31, 2026 from $30.1 million at December 31, 2025.
Total revenue was $5.0 million versus $3.4 million in Q1 2025; U.S. YCANTH net product revenue was $4.3 million versus $3.4 million.
Net loss was $9.7 million, or $0.45 per share, versus $9.7 million, or $1.03 per share, in Q1 2025.
Non-GAAP net loss was $8.8 million, or $0.41 per share, versus $8.3 million, or $0.88 per share, a year earlier.
Cash was $20.6 million at March 31, 2026, down from $30.1 million at December 31, 2025.
NeuroPace reported first quarter 2026 results and raised its full-year 2026 revenue guidance to $99 million to $101 million, up from $98 million to $100 million. Revenue excluding DIXI Medical grew 20.1% year over year to $22.0 million, while GAAP revenue was $22.1 million compared with $22.5 million a year earlier. The GAAP net loss was $6.7 million, slightly wider than the $6.6 million loss in the first quarter of 2025, and cash and equivalents fell to $54.8 million from $61.2 million at the prior quarter end.
Q1 2026 revenue excluding DIXI Medical was $22.0 million, up 20.1% year over year; RNS System revenue was $21.7 million, up 19.5%.
Full-year 2026 revenue guidance raised to $99 million to $101 million; Adjusted EBITDA loss guidance narrowed to ($8.5) million to ($9.5) million from ($9.0) million to ($10.0) million.
GAAP net loss was $6.7 million in Q1 2026 versus $6.6 million in Q1 2025.
DIXI Medical will be reported as discontinued operations beginning with the second quarter 2026 results.
IZEA Worldwide reported first-quarter 2026 revenue of $6.6 million, down $1.4 million (18%) from $8.0 million a year earlier, and a net loss of $0.8 million, or $(0.04) per share, versus a net loss of $0.1 million, or $(0.01) per share. The company said the revenue decline mainly reflects exiting small and mid-size business accounts, and it attributed lower bookings to contract timing at large enterprise clients.
Revenue was $6.6 million, down 18% from $8.0 million, driven mainly by shedding small, unprofitable SMB accounts.
Managed Services bookings declined 17% to $6.3 million, which the company said primarily reflects contract timing within several large enterprise accounts.
Net loss was $0.8 million, or $(0.04) per share, compared with a net loss of $0.1 million, or $(0.01) per share, a year earlier.
Cash and cash equivalents were $46.5 million at March 31, 2026, down $4.4 million during the quarter, and the company has no outstanding long-term debt.
Evolv Technology reported first-quarter 2026 revenue of $46.3 million, up 45% from a year earlier, and ending annual recurring revenue of $127.3 million, up 20%. The company raised its 2026 total revenue outlook to $175 million to $180 million, but its net loss widened to $5.0 million from $1.7 million, which shareholders should weigh against the higher sales and guidance.
Q1 2026 revenue was $46.3 million, up 45% from $32.0 million in Q1 2025.
Net loss was $5.0 million, or $(0.03) per share, versus $1.7 million, or $(0.01) per share, in Q1 2025.
2026 total revenue outlook raised to $175 million to $180 million from $172 million to $178 million issued March 10, 2026.
Cash, cash equivalents and marketable securities were $61.1 million as of March 31, 2026.
Electromed reported results for the quarter ended March 31, 2026, with net revenues of $18.6 million, up 18.4% from $15.7 million a year earlier, and net income of $3.0 million, or $0.35 per diluted share, up 58.8%. The company also said it updated its investor presentation for meetings with investors and analysts.
Net revenues of $18.6 million, up 18.4% from $15.7 million in the third quarter of fiscal 2025.
Net income of $3.0 million, or $0.35 per diluted share, versus $1.9 million, or $0.21 per diluted share, a year earlier.
Operating income of $3.8 million, or 20.3% of net revenues, up 76.0% from $2.1 million.
As of March 31, 2026, cash was $17.0 million with no debt; nine-month share repurchases totaled $3.9 million.
Beachbody reported first-quarter 2026 revenue of $54.3 million, down from $72.4 million a year earlier, while net income was $2.3 million compared with a net loss of $5.7 million. The company also gave second-quarter 2026 revenue guidance of $46 million to $51 million and adjusted EBITDA guidance of $3 million to $6 million, so shareholders face shrinking sales alongside improved profitability.
Total revenue was $54.3 million, down 25.0% from $72.4 million; digital subscriptions totaled 0.81 million, down 20.6% from 1.02 million.
Operating income was $3.1 million, compared with an operating loss of $3.7 million a year earlier; net income was $2.3 million versus a net loss of $5.7 million.
Adjusted EBITDA was $8.0 million, up from $3.7 million, while free cash flow was negative $1.7 million compared with positive $1.6 million.
Second-quarter 2026 outlook calls for revenue of $46 million to $51 million and adjusted EBITDA of $3 million to $6 million.
Hour Loop reported first-quarter 2026 net revenue of $29.9 million, up 16% from $25.8 million a year earlier, and net income of $0.82 million, up from $0.65 million. The company reaffirmed its full-year 2026 net revenue guidance of $143.0 million to $163.0 million and net income guidance of $0.75 million to $1.5 million, but cash used in operating activities rose to $2.2 million and gross margin fell to 53.5%.
Net revenues rose 16% to $29.9 million, versus $25.8 million a year earlier.
Net income was $0.82 million, or $0.02 per diluted share, versus $0.65 million, or $0.02 per diluted share, a year earlier.
Gross margin fell to 53.5% from 54.7%, mainly due to higher storage fees and inbound costs.
Cash used in operating activities was $2.2 million, versus $0.0 million a year earlier; cash was $0.9 million as of March 31, 2026, down from $3.8 million at December 31, 2025.
Paysign reported first-quarter 2026 revenue of $28.04 million, up 50.8% from a year earlier, and net income of $5.44 million, or $0.09 per diluted share, up 110.3% from $2.59 million. The company reiterated its full-year 2026 revenue guidance of $106.5 million to $110.5 million, and said it expects to finish in the upper half of its guidance ranges.
Q1 2026 revenue of $28.04 million, up from $18.6 million in Q1 2025; pharma revenue rose 81.9% to $15.68 million.
Net income of $5.44 million, or $0.09 per diluted share, versus $2.59 million, or $0.05 per diluted share, in Q1 2025.
Full-year 2026 guidance reiterated: revenue of $106.5 million to $110.5 million and diluted EPS of $0.21 to $0.26; Q2 2026 revenue guidance is $26.2 million to $26.7 million.
Unrestricted cash was $20.55 million at March 31, 2026, with zero bank debt.
On July 14, 2025, Alpha & Omega Semiconductor agreed to sell about 20.3% of the equity in its Chongqing, China power semiconductor joint venture to SIMIC Holdings Co., Ltd. The company received the final of four cash installments, totaling $150 million, on May 11, 2026, and the transaction was completed that day. The filing says the disposed interest was not significant under Regulation S-X, so no pro forma financial statements were provided.
Sold about 20.3% of the equity interest in the joint venture, which covers power semiconductor packaging, testing and 12-inch wafer fabrication in Chongqing, China.
Aggregate cash consideration of $150 million, paid in four installments; the last installment was received May 11, 2026.
Filing states the equity interest disposed of was not significant under Rule 11-01(b)(2) of Regulation S-X, and no pro forma financial statements are included.
Booz Allen Hamilton Holding Corporation's Board appointed Ryan P. Nolan as a director effective June 1, 2026, and increased the Board from twelve to thirteen seats. Nolan will join the Audit Committee, and his director pay follows the standard unaffiliated director program.
Board size rises from twelve to thirteen directors, effective June 1, 2026.
Nolan is a partner and co-head of global technology at BDT & MSD Partners and previously a partner at Goldman Sachs.
Standard unaffiliated director pay for August 1, 2025 to July 31, 2026 is $345,000, including $225,000 in restricted stock and $120,000 in cash or stock.
Nolan's term expires at the 2026 annual meeting of stockholders.
Immunome reported first-quarter 2026 results with no collaboration revenue, compared with $2.9 million a year earlier. Its net loss widened to $53.8 million from $41.6 million as research and development and general and administrative costs rose. The company said it submitted a New Drug Application for varegacestat to the FDA in April 2026 and expects its $582.7 million in cash to fund operations into 2028.
Net loss was $53.8 million for the quarter ended March 31, 2026, versus $41.6 million a year earlier.
Collaboration revenue was $0 versus $2.9 million in the first quarter of 2025.
Research and development expenses were $46.4 million, up from $36.9 million; general and administrative expenses were $13.0 million, up from $10.7 million.
Net loss per share was $0.48, compared with $0.52, on 113,136,836 weighted-average shares versus 79,410,354 a year earlier.
Nkarta reported first quarter 2026 results with a net loss of $27.8 million, or $0.37 per share, down from $32.0 million, or $0.43 per share, a year earlier. G&A expenses fell to $5.9 million from $12.4 million, while cash, cash equivalents and investments declined to $266.7 million from $295.1 million at year-end 2025, and the company expects its current operating plan to be funded into 2029.
Net loss of $27.8 million ($0.37 per share) for Q1 2026, versus $32.0 million ($0.43 per share) in Q1 2025
R&D expenses were $25.0 million, up from $24.2 million; G&A expenses fell to $5.9 million from $12.4 million
Cash and investments were $266.7 million on March 31, 2026, down from $295.1 million on December 31, 2025
Company expects current cash to fund its operating plan into 2029
Fidelity National Financial entered into a First Amended and Restated Employment Agreement with Michael J. Nolan, effective May 8, 2026, under which he serves as Chief Executive Officer. The agreement sets his base salary at $1.1 million, a 200% incentive target, and a $2 million restricted stock Retention Award, and the company says the terms are otherwise generally consistent with his prior agreement.
Annual base salary of $1.1 million; annual incentive target of 200% of base salary, depending on performance
Retention Award of restricted stock with a $2 million grant date value, vesting in thirds on each of the first three grant anniversaries
Three-year term with automatic annual extensions beginning on the first anniversary of the effective date
Agreement effective May 8, 2026; reported in an 8-K dated May 12, 2026
TriSalus Life Sciences reported first quarter 2026 revenue of $8.9 million, down 2.9% from a year earlier, and revised its 2026 revenue guidance to $54 million to $57 million. Net income was $1.5 million, or $0.03 per share, but that result reflected $11.3 million of non-cash derivative gains, while the operating loss widened, so shareholders face a mixed picture.
Q1 2026 revenue was $8.9 million, down 2.9% from $9.2 million in Q1 2025, which the company attributed mainly to its commercial expansion.
Operating loss widened to $8.4 million from $7.3 million, and adjusted EBITDA loss widened to $5.8 million from $5.5 million.
Net income attributable to common stockholders was $1.5 million, or $0.03 per share, versus a net loss of $11.1 million, or $(0.39) per share, a year earlier; the company cited $11.3 million of non-cash fair value gains on derivatives.
2026 revenue guidance was revised to $54 million to $57 million, citing lower Q1 revenue and delayed FDA clearance timing for TriNav Advance; cash totaled $56.6 million on March 31, 2026, after a $46.0 million gross equity raise.
Alaska Airlines issued and sold $500 million of 6.500% senior notes maturing June 1, 2031, fully guaranteed by Alaska Air Group. The company also added a $500 million senior secured term loan backed by Atmos Rewards loyalty program collateral, which increases the company's borrowing and the claims on that collateral.
$500 million of 6.500% senior notes issued May 12, 2026, maturing June 1, 2031, with semiannual interest starting December 1, 2026
Notes are callable before December 1, 2030 at the greater of par or a make-whole price at Treasury plus 50 basis points
$500 million incremental senior secured term loan at Term SOFR plus 2.00%, secured by Atmos Rewards loyalty collateral
Holders of the notes may require repurchase at 101% of principal upon specified changes of control
Curis reported a first-quarter 2026 net loss of $24.2 million, or $1.25 per share, compared with $10.6 million, or $1.25 per share, a year earlier. Revenue fell to zero after the company sold its Erivedge royalties to Oberland in the fourth quarter of 2025, and a change in the fair value of a warrant liability drove most of the larger loss. The company says its planned operations into the second half of 2027 depend on warrant exercises tied to a clinical milestone.
Q1 2026 revenue was zero, compared with $2.4 million in Q1 2025, after the Erivedge royalty sale to Oberland.
Other expense was $12.7 million, mainly from the change in fair value of the warrant liability tied to the January 2026 PIPE Financing, versus $0.5 million a year earlier.
Cash and cash equivalents were $15.0 million at March 31, 2026; the filing states the company does not have sufficient cash to support operations for the next 12 months.
Up to $20.2 million from Series B warrant exercises depends on announcing dosing of the fifth CLL patient, which is expected later this year.
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