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).
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).
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
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
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
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.
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
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.
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
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.
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.
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.
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
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.
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
Xilio Therapeutics reported first quarter 2026 results, with collaboration and license revenue of $12.6 million, up from $2.9 million a year earlier, and a net loss of $9.5 million, down from $13.3 million. Net loss per share improved to $0.58 from $2.49, and the company said its cash runway now extends into early 2028.
Collaboration and license revenue was $12.6 million for the quarter ended March 31, 2026, versus $2.9 million a year earlier, mainly from AbbVie and Gilead agreements.
R&D expenses rose to $19.8 million from $8.3 million, while G&A expenses fell to $6.9 million from $8.5 million.
Cash and cash equivalents were $150.3 million at March 31, 2026, versus $137.5 million at December 31, 2025, after $37.3 million in net proceeds from a February 2026 follow-on offering.
Xilio achieved a $6.0 million development milestone under the AbbVie collaboration in the second quarter of 2026 and plans to submit an XTX501 IND application in mid-2026.
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.
Prelude Therapeutics reported first quarter 2026 results, with a net loss of $10.4 million, or $0.13 per share, compared with $32.1 million, or $0.42 per share, a year earlier. The company recorded $4.6 million of revenue, versus none in the prior-year period, and lower research and development and general and administrative expenses. It said its cash runway now extends into the second quarter of 2028, based on preliminary estimates that reflect an underwritten offering with about $90 million in gross proceeds completed after March 31.
Net loss was $10.4 million, or $0.13 per share, for the three months ended March 31, 2026, versus $32.1 million, or $0.42 per share, a year earlier.
Revenue was $4.6 million in the quarter, compared with no revenue in the prior-year period.
Research and development expense fell to $13.6 million from $28.8 million, mainly due to lower spending on SMARCA2 trials paused in 2025.
Cash, cash equivalents, restricted cash and marketable securities were $84.8 million on March 31, 2026, before the offering of about $90 million in gross proceeds.
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
Via reported first-quarter 2026 revenue of $127.4 million, up 29% from a year earlier, and Adjusted EBITDA of negative $5.8 million, improved from negative $8.3 million. GAAP net loss widened to $20.1 million from $16.3 million, but loss per share narrowed to $0.25 from $1.28 because of a much larger share count. The company guided to full-year 2026 platform revenue of $547.0 million to $550.0 million and expects positive Adjusted EBITDA in the fourth quarter of 2026.
Q1 2026 revenue $127.4 million, up 29% year over year; Platform Annual Run-Rate Revenue $509.7 million
Net loss $20.1 million vs. $16.3 million a year earlier; net loss per share $(0.25) vs. $(1.28)
Adjusted EBITDA of negative $5.8 million vs. negative $8.3 million; Adjusted Net Loss $3.8 million vs. $8.6 million
Guidance: Q2 2026 platform revenue $132.5 million to $134.0 million; full-year 2026 $547.0 million to $550.0 million; Q4 2026 Adjusted EBITDA above $0
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
Ducommun reported first-quarter 2026 results for the period ended April 4, 2026, with net revenue of $209.0 million, up from $192.5 million a year earlier. Net income rose to $9.9 million, or $0.64 per diluted share, from $1.4 million, or $0.09 per share, a year earlier. The filing contains no change to financial guidance, and the company said it expects some destocking headwinds in the remaining quarters of 2026.
Net revenue was $209.0 million, up from $192.5 million in Q1 2025, with commercial aerospace revenue up $12.5 million.
Diluted EPS was $0.64 versus $0.09; non-GAAP adjusted diluted EPS was $0.75 versus $0.23.
Adjusted EBITDA was $35.4 million, or 16.9% of revenue, compared with $29.7 million, or 15.4%, a year earlier.
Q1 2025 figures are shown as restated in the company's Form 10-K/A filed May 8, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.