1,532 material Form 8-K filings that 1,214 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
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.
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.
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.
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.
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.
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.
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.
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
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.
Entergy's Talent & Compensation Committee approved amendments on May 7, 2026 to the System Executive Retirement Plan and Pension Equalization Plan. Benefits for participating executives, including CEO Andrew S. Marsh, would be calculated as if they separated from service on November 30, 2026, and Marsh could retire without his employer's consent at age 60 instead of 65. The filing does not quantify any cost or effect on Entergy's financial results.
Amendments approved by the Talent & Compensation Committee on May 7, 2026
Benefits frozen as of November 30, 2026 for separations from service after that date
Andrew S. Marsh may retire and receive an early retirement benefit from age 60, down from 65
On May 11, 2026, Equus Total Return engaged PKF O'Connor Davies, LLP as its independent accountant, replacing its prior auditor. The filing states there were no disagreements or reportable events with the prior accountant, and that Equus had not consulted PKF on accounting or audit matters before the engagement.
Engagement date: May 11, 2026, with PKF O'Connor Davies, LLP as the new independent accountant
Filing states no disagreements or reportable events under Item 304 of Regulation S-K
Filing states Equus did not consult PKF on accounting or audit opinion matters before the engagement
At its May 6, 2026 annual meeting, First BanCorp stockholders approved a new 2026 Omnibus Incentive Plan with 5,000,000 shares available for awards, re-elected the director slate, and ratified Crowe LLP as auditor for 2026. Each director nominee was elected to a one-year term, and no new awards will be made under the prior 2016 plan.
Stockholders approved the 2026 Omnibus Incentive Plan, with 126,365,168 votes for and 9,200,055 against
Plan reserves 5,000,000 shares, plus forfeited shares from awards under the 2016 plan
Roberto R. Herencia received 99,373,785 votes for and 36,134,938 against, the lowest support among the nine nominees
Stockholders ratified Crowe LLP as independent registered public accounting firm for fiscal 2026
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.
Standard Motor Products announced that Chief Operating Officer James Burke will step down effective June 1, 2026, and remain as Executive Advisor and a member of the Board of Directors. Sunil Bhandari will become Chief Operations Officer on the same date, responsible for all of the company's operations globally. The filing does not discuss financial results or any effect on the company's outlook.
James Burke steps down as Chief Operating Officer effective June 1, 2026, after 47 years with SMP
Burke will serve as Executive Advisor and remain on the Board of Directors
Sunil Bhandari joins as Chief Operations Officer effective June 1, 2026; previously 14 years at Eaton Corporation plc, most recently Vice President, Global Aftermarket - Mobility Group
DHI Mortgage Company, a wholly-owned D.R. Horton subsidiary, signed a Fifth Amendment to its repurchase facility with U.S. Bank and other buyers, effective May 6, 2026. The amendment raises the maximum commitment to $1.925 billion and extends maturity to May 4, 2029, while modifying pricing, fees and financial covenants. The filing says the facility is not guaranteed by D.R. Horton, Inc. or its guarantor subsidiaries, and it provides financing for the mortgage unit's loan operations.
Maximum aggregate commitment increased to $1.925 billion
Maturity extended to May 4, 2029, subject to additional extension options
Pricing terms, fees and certain financial covenants modified
Amounts outstanding are not guaranteed by D.R. Horton, Inc. or its homebuilding, rental or Forestar guarantor subsidiaries
Energy Focus reported first quarter 2026 results for the period ended March 31, 2026, with net sales of $0.9 million, up 54.1% from $0.6 million a year earlier. The net loss narrowed to $0.1 million, or $(0.02) per share, from $0.3 million, or $(0.05) per share, while gross profit margin fell to 23.3% from 31.5%. The company said its planned Japan expansion depends on securing additional capital, and it cited current liquidity constraints.
Net sales of $0.9 million rose 54.1% year over year; military maritime product sales rose 52.1% and commercial sales rose 56.7%.
Gross profit margin decreased to 23.3% from 31.5% in the first quarter of 2025, mainly due to higher inventory reserves and tariff impacts.
Net loss was $0.1 million, or $(0.02) per share, compared with $0.3 million, or $(0.05) per share, a year earlier.
Cash was $1.1 million at March 31, 2026, and the company said its initiatives depend on securing additional capital.
ACM Research agreed on May 12, 2026 to sell 2,884,615 Class A common shares at $52.00 each in a registered direct offering to institutional investors managed by Tekne Capital Management, with closing expected around May 15, 2026. The company expects net proceeds of approximately $149.85 million, which it plans to use for U.S. and global expansion and general corporate purposes, and it agreed to a 6-month lock-up on its Class A common stock and certain other securities.
Offering of 2,884,615 Class A common shares at $52.00 per share under an effective Form S-3 shelf registration
Expected net proceeds of approximately $149.85 million after offering expenses, per the filing's figure of $149,849,980
Closing expected on or about May 15, 2026, subject to customary closing conditions
Company agreed to a 6-month lock-up, waivable by the investors' investment advisor
ACCESS Newswire reported first-quarter 2026 results for the three months ended March 31, 2026. Revenue fell 3% year over year to $5.3 million, while the net loss from continuing operations narrowed to $0.6 million, or $0.16 per diluted share, from $0.8 million, or $0.20 per share, a year earlier. Revenue and profit moved in opposite directions, and the filing gives no financial guidance.
Revenue was $5.3 million, down 3% from $5.5 million in Q1 2025 and down 8% from $5.8 million in Q4 2025.
Net loss from continuing operations was $611,000, or $0.16 per diluted share, compared with $765,000, or $0.20 per share, in Q1 2025.
Adjusted EBITDA was $564,000 in both Q1 2026 and Q1 2025; gross margin fell to 74% from 78%.
Subscription customers reached 1,119, and average ARR per customer rose to $12,803 from $11,139 a year earlier.
Qwest Corporation, a subsidiary of Lumen Technologies, extended the early participation date and withdrawal deadline for its offers to exchange certain 2056 and 2057 notes for new notes, with all other terms unchanged. The extension is administrative, and holders have until May 22, 2026 to participate or withdraw, with the offers expiring after May 26, 2026, unless further extended.
Early participation date and withdrawal deadline moved from 5 p.m. ET on May 15, 2026 to 5 p.m. ET on May 22, 2026
Exchange offers expire immediately after 5 p.m. ET on May 26, 2026, subject to possible extension
Old 6.5% Notes due 2056 and 6.75% Notes due 2057 would be exchanged for new notes guaranteed on an unsecured basis by Lumen
EXL appointed Bhupender Singh as President and Head of International Growth Markets, effective May 11, 2026. He will be based in London, report to Chairman and CEO Rohit Kapoor, and lead growth in the EMEA and APAC regions. The filing discloses his pay package, which includes an initial equity grant, but no financial results.
Singh reports to Rohit Kapoor, chairman and chief executive officer, and will sit on the executive committee.
Annual base salary is £447,761, with a discretionary target bonus of 90% of base salary.
Initial restricted stock unit grant has a fair market value of £1,791,044 and vests annually over four years.
Singh was president and Co-Chief Executive Officer of Teleperformance SE until September 2024.
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.
Ambiq Micro reported first quarter 2026 net sales of $25.1 million, up 59.3% from $15.7 million a year earlier and up 20.8% from the fourth quarter. The net loss was $10.2 million, or $0.50 per share, compared with $8.3 million, or $18.96 per share, a year earlier, and the company guided second quarter net sales to $31.0 million to $32.0 million.
Q1 2026 net sales were $25.1 million, up 59.3% year over year and up 20.8% from the prior quarter.
GAAP gross margin was 43.5%, down from 53.3% a year earlier; non-GAAP gross margin was 46.2%.
GAAP net loss was $10.2 million ($0.50 per share) versus $8.3 million ($18.96 per share) in Q1 2025.
Q2 2026 outlook: net sales of $31.0 million to $32.0 million and non-GAAP net loss per share of ($0.29) to ($0.23).
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.
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.