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).
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
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.
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
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.
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
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
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
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.
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.
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.
Washington Trust Bancorp's board adopted a 2026 stock repurchase program authorizing buybacks of up to 850,000 shares, about 4.5% of current outstanding shares. The program runs from May 16, 2026 to May 16, 2027, and the timing and amount of repurchases will depend on price, market conditions, regulatory requirements and other corporate priorities.
Authorization covers up to 850,000 shares of common stock, about 4.5% of shares outstanding
Company had approximately 19.1 million shares outstanding as of April 30, 2026
Program commences May 16, 2026 and expires May 16, 2027, and may be modified, suspended or discontinued at any time
Progressive's board elected Andrew J. Quigg, the company's current Chief Strategy and Finance Management Officer, as Vice President and Chief Financial Officer, effective July 4, 2026, ahead of John P. Sauerland's retirement on July 3, 2026. At the May 8, 2026 annual meeting, shareholders elected all eleven directors, approved the advisory executive compensation vote, and ratified PricewaterhouseCoopers LLP as auditor for 2026; the board also renewed a share buyback authorization and declared a quarterly dividend.
Andrew J. Quigg, 46, becomes CFO effective July 4, 2026; his CFO compensation has not been finalized and will be disclosed in a future amendment.
Board renewed authorization to repurchase up to 25 million common shares on May 8, 2026.
Quarterly dividend of $0.10 per share is payable July 10, 2026, to shareholders of record on July 2, 2026.
Advisory vote on executive compensation received 464,140,742 affirmative and 18,782,535 negative votes.
Octave Intelligence plc filed an 8-K saying the SEC declared its Form 10 registration effective on May 12, 2026. Hexagon AB plans to distribute all of Octave's shares to Hexagon shareholders, with the distribution expected on May 22, 2026. The filing gives no financial results, so shareholders can judge the separation mainly from the share distribution terms and trading schedule.
Distribution ratio: one Octave Class A share for every ten Hexagon Class A shares, and one Octave Class B share for every ten Hexagon Class B shares, held on the May 22, 2026 record date
Non-affiliate Hexagon Class B holders receive Octave SDRs on Nasdaq Stockholm, each representing one Octave Class B share
Expected trading: when-issued on Nasdaq New York May 21, 2026; regular-way on Nasdaq Stockholm May 25, 2026; regular-way on Nasdaq New York May 28, 2026
Businesses being separated include Asset Lifecycle Intelligence, Safety, Infrastructure & Geospatial, ETQ and Bricsys
Eagle Bancorp's board appointed Stephen Curley, formerly chief banking officer for national business lines at Western Alliance Bancorporation, as president and chief executive officer of Eagle Bancorp and EagleBank, effective July 6, 2026. Susan Riel, CEO since 2019, retires with her last day on July 5, 2026, and will provide consulting services for twelve months. The filing sets out a $1,050,000 base salary and a $2,000,000 make-whole equity grant for Mr. Curley, and the change marks a leadership transition at the Washington, D.C.-area bank.
Stephen Curley, age 55, starts as president and CEO and joins the boards of Eagle Bancorp and EagleBank on July 6, 2026.
Susan Riel's last day as CEO is July 5, 2026; her retirement was announced in November 2025.
Mr. Curley's agreement provides a $1,050,000 annual salary, a 100% target annual bonus and a 2027 long-term incentive target of 150% of salary, plus a $250,000 sign-on bonus.
Ms. Riel's consulting fee is $94,000 per month for twelve months, and her 26,998 restricted stock shares will vest upon retirement.
Collegium Pharmaceutical completed its acquisition of AZSTARYS, an ADHD medicine, on May 12, 2026, for approximately $650 million in cash, subject to customary adjustments. The company raised its 2026 product revenue and adjusted EBITDA guidance to include the acquisition, but its Chief Commercial Officer and Chief Medical Officer are both departing.
Purchase price of approximately $650 million in cash, funded by about $350 million of existing cash and a $300 million delayed draw term loan, with up to $135 million more tied to future milestones
2026 Product Revenues, Net guidance raised to $865 million to $895 million from $805 million to $825 million
2026 Adjusted EBITDA guidance raised to $475 million to $500 million from $455 million to $475 million
Chief Commercial Officer Scott Dreyer departs effective August 30, 2026; Chief Medical Officer Thomas Smith departs after a transition period
Under Armour reported fourth-quarter and full-year fiscal 2026 results on May 12, 2026. Revenue fell 1% to $1.2 billion in the quarter and 4% to $5.0 billion for the year, and the company posted a full-year net loss of $496 million. It also raised the total cost of its fiscal 2025 restructuring plan to approximately $305 million and gave initial fiscal 2027 guidance that includes operating income of $96 million to $116 million.
Q4 fiscal 2026 revenue fell 1% to $1.2 billion; net loss was $43 million, or $0.10 per share, versus a $67 million loss ($0.16 per share) a year earlier.
Full-year net loss was $496 million ($1.16 per share), including a $247 million valuation allowance on U.S. federal deferred tax assets.
Total fiscal 2025 restructuring plan costs were raised to approximately $305 million from the previous $255 million, with completion expected by December 31, 2026.
Fiscal 2027 outlook: operating income of $96 million to $116 million and GAAP diluted loss per share of breakeven to $0.04.
Zebra Technologies reported first-quarter 2026 net sales of $1,495 million, up 14.3% from a year earlier, with organic growth of 4.3%. The company said it raised its full-year 2026 outlook, now expecting non-GAAP diluted EPS of $18.30 to $18.70, though GAAP net income was roughly flat, down 0.7%, at $135 million.
Net sales $1,495 million vs. $1,308 million a year earlier; organic growth 4.3%.
GAAP diluted EPS $2.72 vs. $2.62; non-GAAP diluted EPS $4.75 vs. $4.02.
Full-year 2026 outlook: sales growth of 10% to 14% and non-GAAP diluted EPS of $18.30 to $18.70.
Share repurchases of $300 million in the quarter; free cash flow of $163 million.
Ralliant reported first-quarter 2026 revenue of $535 million, up 11% from a year earlier, and raised its full-year 2026 outlook. GAAP net earnings fell to $44 million, or $0.39 per diluted share, from $63.9 million, or $0.57, a year earlier, so shareholders see higher sales alongside lower reported profit. The company also raised its share repurchase authorization to $500 million.
Revenue of $535 million, up 11% year over year and up 9% organically; net earnings of $44 million, or $0.39 per diluted share, versus $0.57 a year earlier
Full-year 2026 guidance: revenue of $2.185 to $2.245 billion and adjusted EPS of $2.53 to $2.69
Second-quarter 2026 guidance: revenue of $540 to $556 million and adjusted EPS of $0.58 to $0.64
Share repurchase authorization raised to $500 million on May 8, 2026, including a planned $100 million accelerated share repurchase in the second quarter
SOLV Energy reported first-quarter 2026 revenue of $677 million, up 66% from a year earlier, and a net loss of $27 million, which included a one-time, non-cash expense of $52 million tied to modifying legacy equity awards from its IPO reorganization. The company raised its full-year 2026 Adjusted EBITDA guidance to $435 million to $455 million. For shareholders, operating growth was strong, but the reported loss widened and the company's chief strategy officer stepped down from that role.
Revenue was $677 million versus $408 million a year earlier; Adjusted EBITDA was $93 million, up 174% from $34 million.
Net loss was $27 million, including a one-time, non-cash expense of $52 million from modifying legacy equity awards; basic and diluted loss per share was $0.20 for February 12 to March 31, 2026.
Full-year 2026 guidance: revenue of $3.720 billion to $3.820 billion and Adjusted EBITDA of $435 million to $455 million.
Erik Johnson resigned as Chief Strategy Officer effective May 11, 2026, and will remain an employee through the end of 2026.
Vestis reported fiscal second quarter 2026 revenue of $659.4 million, down 0.9% from a year earlier, and net income of $2.6 million, compared with a net loss of $27.8 million a year ago. The company raised its fiscal 2026 Adjusted EBITDA outlook to $295 million to $325 million and its Free Cash Flow outlook to $120 million to $150 million, which it says reflects progress on its business transformation plan.
Q2 net income of $2.6 million, or $0.02 per diluted share, versus a net loss of $27.8 million in the prior-year quarter
Adjusted EBITDA of $74.5 million, versus $47.6 million in the prior-year quarter
Fiscal 2026 Adjusted EBITDA outlook raised to $295 million to $325 million from $285 million to $315 million; Free Cash Flow outlook raised to $120 million to $150 million from $50 million to $60 million
Repaid $34.0 million of debt during the quarter; available liquidity was $344.5 million as of April 3, 2026
Hub Group said its Audit Committee concluded on May 11, 2026 that its audited financial statements for 2024 and 2023 were materially misstated and should no longer be relied upon. The company said a review found transactions that were prematurely or incorrectly recognized or not adequately supported, and it expects to conclude that internal controls were not effective for both years, which matters to shareholders because prior results and reports can no longer be trusted until restated.
Audit Committee concluded on May 11, 2026 that the 2024 and 2023 audited financial statements were materially misstated
Affected annual reports were the Form 10-K filed February 25, 2025 (2024) and February 27, 2024 (2023)
Company expects to conclude that disclosure controls and internal control over financial reporting were not effective in 2024 and 2023
Ernst & Young LLP, the independent registered public accounting firm, was briefed on the matters
HF Sinclair said CEO and President Timothy Go's last day was May 11, 2026, and he resigned from the Board under a Separation and Release Agreement. Chairperson Franklin Myers has been serving as CEO on a temporary basis since February 17, 2026, and the CFO remains on leave with no separation agreement reached yet.
Separation payment of $4,735,000, paid in twelve monthly installments over the 12 months from May 11, 2026, subject to continued compliance with obligations
Partial vesting of 29,616 RSUs and conditional vesting of 163,609 PSUs, with PSUs still subject to original performance criteria
Franklin Myers has served as interim CEO and President since February 17, 2026
CFO Atanas Atanasov has been on leave since February 24, 2026; no separation agreement reached to date
Aramark reported fiscal second-quarter 2026 revenue of $4.9 billion, up 15% year over year, with GAAP diluted EPS of $0.38 versus $0.23 and Adjusted EPS of $0.49, up 40% on a constant currency basis. The company raised its fiscal 2026 organic revenue growth outlook to the high end of its previously stated 7% to 9% range and reaffirmed its profit and leverage targets, which points to continued growth for shareholders, though the filing says a new hyperscaler agreement is not yet in the outlook.
Revenue of $4.9 billion, up 15%; organic revenue up 12%, with about 3% from the calendar shift
GAAP diluted EPS of $0.38 versus $0.23; Adjusted EPS of $0.49, up 40% on a constant currency basis
Fiscal 2026 organic revenue growth now expected at the high end of 7% to 9%
Adjusted Operating Income growth of 12% to 17% and Adjusted EPS growth of 20% to 25% reaffirmed
Qnity reported first-quarter 2026 net sales of $1.3 billion, up 18% from a year earlier, and raised its full-year 2026 guidance across all metrics. GAAP net income fell 19% to $162 million and GAAP diluted EPS fell 22% to $0.72, while adjusted EPS rose 33% to $1.08, a non-GAAP measure. Shareholders get higher sales and a raised outlook, but the GAAP profit decline is the key counterpoint.
Q1 2026 net sales $1,315 million, up 18% year over year; organic sales up 17%
GAAP net income $162 million, down 19%; GAAP diluted EPS $0.72, down 22%
Adjusted EPS $1.08, up 33%; adjusted operating EBITDA $411 million, up 22%
Full-year 2026 guidance: net sales $5.225 billion to $5.375 billion; adjusted EPS $3.80 to $4.14
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.