1,274 material Form 8-K filings that 971 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).
Level 3 Financing, an indirect Lumen subsidiary, refinanced its secured term B-4 loans and amended its credit agreement on May 13, 2026, reducing pricing on a $2.4 billion term loan that matures March 27, 2032. The filing does not state the size of the rate cut, and Lumen's parent guarantee on the facility is unsecured and releasable at the company's discretion.
Term loan of $2.4 billion outstanding immediately after the refinancing, with no scheduled amortization
Interest at SOFR plus 2.75% or base rate plus 1.75%, with a 0.00% SOFR floor
Matures March 27, 2032; prepayment within six months of May 13, 2026 for a repricing carries a 1.00% premium
Bank of America, N.A. to automatically succeed Wilmington Trust, National Association as administrative agent within 180 days
At its May 13, 2026 annual meeting, Simmons First shareholders approved an amended and restated 2023 Stock and Incentive Plan, raising the maximum shares issuable under the plan to 7,350,000 and extending the grant period to May 12, 2036. Shareholders also elected all fourteen directors and ratified Forvis Mazars, LLP as auditor for 2026, while the non-binding say-on-pay vote passed with 99,152,664 for and 11,387,331 against.
Plan share cap raised by 3,550,000 shares to 7,350,000 since inception on April 18, 2023
Plan adds an annual $750,000 limit on combined cash and equity pay for non-employee directors
Say-on-pay resolution: 99,152,664 for, 11,387,331 against, 494,439 abstain
Forvis Mazars, LLP ratified as independent auditor for year ending December 31, 2026 with 121,341,116 for and 5,308,580 against
HF Sinclair terminated Executive Vice President and Chief Financial Officer Atanas Atanasov on May 13, 2026, effective immediately. Atanasov had been on leave since February 24, 2026, and Vivek Garg has served as acting CFO since that date, so the company is now moving from an interim arrangement to a termination.
Termination of Atanas Atanasov as EVP and Chief Financial Officer, effective May 13, 2026
Atanasov may receive severance under the Company's Severance Pay Plan if he meets its conditions
Atanasov on leave since February 24, 2026; Vivek Garg serving as acting CFO since that date
Acuity Inc. entered into a new credit agreement on May 8, 2026, providing an unsecured revolving credit facility with an initial maximum availability of $800 million that matures in May 2031. The new agreement replaces the company's existing credit agreement dated June 30, 2022, and includes a maximum leverage ratio covenant of 3.75 to 1.00, which can temporarily rise to 4.25 to 1.00 in connection with certain material acquisitions.
Unsecured revolving credit facility with initial maximum availability of $800 million, maturing May 2031
Agreement dated May 8, 2026, with JPMorgan Chase Bank, N.A. as administrative agent
Maximum leverage ratio covenant of 3.75 to 1.00, temporarily increasable to 4.25 to 1.00 for certain material acquisitions
Replaces the existing credit agreement dated June 30, 2022
First Interstate BancSystem said its Executive Vice President and Chief Operations Officer, Kristina Robbins, was terminated without cause effective immediately on May 11, 2026, and moved into an Executive Advisor role reporting to CEO James Reuter. The CEO is expected to handle COO duties until a successor is named, which matters to shareholders because the company's operations leadership is changing and no permanent replacement has been named in the filing.
Kristina Robbins' COO employment was terminated without cause, effective May 11, 2026 (announced that day).
Robbins will serve as Executive Advisor to CEO James Reuter, expected to end August 1, 2026, unless ended earlier.
CEO James Reuter is expected to perform COO duties until a successor is appointed; the filing names no successor.
Robbins will keep her current compensation and benefits during the advisory period under a Transition and Separation Agreement dated May 11, 2026.
Coeur Mining's board declared an inaugural dividend of $0.02 per share, consistent with a semi-annual dividend policy the company announced on March 23, 2026. Stockholders also approved a charter amendment limiting the liability of certain officers and elected nine directors at the May 12, 2026 annual meeting, and the company announced that its chief accounting officer will retire in early 2027.
Dividend of $0.02 per share, payable June 10, 2026; effective record date May 22, 2026 because of an NYSE market holiday on May 25, 2026
Stockholders approved the charter amendment limiting officer liability with 75.39% of votes cast, and 51.46% of outstanding shares at the record date voted for it
Vice President, Corporate Controller and Chief Accounting Officer Kenneth J. Watkinson plans to retire in early 2027 and remains in his role until August 10, 2026
Anne Beckelheimer will become Senior Vice President, Tax, Corporate Controller and Chief Accounting Officer effective August 10, 2026
Toll Brothers said Robert Parahus will retire as President and Chief Operating Officer effective June 30, 2026, and Executive Vice President Seth J. Ring will succeed him. Ring will also join the Board, which the filing says will increase to 11 members, and Parahus will stay on as a senior advisor through June 30, 2027.
Seth J. Ring, age 46, succeeds Robert Parahus as President and COO effective June 30, 2026, and joins the Board with a term expiring at the 2027 annual meeting.
Ring's compensation includes a $1,000,000 base salary, a fiscal 2026 targeted bonus of $1,750,000, and an annual equity award totaling $3,750,000, all pro-rated for fiscal 2026.
Parahus will receive total compensation of $1,850,000 as a senior advisor, half in periodic cash payments and half in a long-term equity award.
On May 11, 2026, Johnson Controls' compensation committee approved a long-term Value Growth Incentive Program granting performance-based share options to key employees, including CEO Joakim Weidemanis. The options vest only if the company hits sales and market capitalization goals over fiscal 2026 through 2030, and they carry value only if the share price rises after the grant date, which ties executive pay to shareholder returns.
Options vest only if sales goal (tied to fiscal 2025 net sales) and market cap goal are met over fiscal 2026 through fiscal 2030
Grant date of May 15, 2026; target grant values are $10,500,000 for CEO Joakim Weidemanis and $5,300,000 each for CFO Marc Vandiepenbeeck and CHRO Chris Scalia
Options are exercisable only in a window from October 1, 2030 through September 30, 2032
At its May 7, 2026 Annual Meeting, Newell Brands stockholders elected all eight board nominees to one-year terms, ratified PricewaterhouseCoopers LLP as auditor for fiscal 2026, and approved the 2026 Incentive Plan. The filing reports no change in management or financial results, but the plan sets the framework for future equity and cash awards to eligible service providers, which can affect shareholders through dilution and compensation costs.
Annual Meeting held May 7, 2026; 368,135,426 of 424,927,772 shares outstanding as of the March 12, 2026 record date were voted
2026 Incentive Plan approved with 305,206,680 votes for and 20,662,767 against
Say-on-pay advisory vote: 254,464,829 for and 71,068,404 against
PricewaterhouseCoopers LLP ratified as independent auditor with 363,199,115 votes for
Prestige Consumer Healthcare agreed to acquire LaCorium Health, an Australian skin care business, for about $150 million in cash, subject to adjustments including indebtedness. The same day it reported fiscal 2026 results showing lower revenue and lower full-year diluted EPS, alongside fiscal 2027 outlook ranges for revenue and adjusted diluted EPS that are above fiscal 2026 levels.
Sale and Purchase Deed for about $150 million in cash; closing expected in the second quarter of fiscal 2027, and either party may terminate before October 1, 2026 for an uncured breach.
Q4 fiscal 2026 revenue was $281.6 million, down 5.0% from $296.5 million; Q4 diluted EPS was $1.13 versus $1.00.
Fiscal 2026 revenue was $1,088.7 million, down 4.3%; diluted EPS was $3.91 versus $4.29, and adjusted diluted EPS was $4.38 versus $4.52.
Fiscal 2027 outlook: revenue of $1,100 million to $1,121 million, adjusted diluted EPS of $4.42 to $4.51, and free cash flow of $250 million or more.
Mohawk Industries entered a new $1.5 billion unsecured revolving credit facility on May 12, 2026, and used it to repay and terminate its existing credit agreement with Wells Fargo as administrative agent. The new facility matures May 12, 2031, with options to extend, and includes a $600 million accordion feature that is subject to conditions. For shareholders, the filing shows a refinancing of the company's bank credit line on the terms stated, with no revenue, profit or guidance figures included.
New unsecured revolving credit commitments of up to $1.5 billion, with a $125 million letter of credit sublimit and $150 million swingline sublimit
Scheduled maturity on May 12, 2031, with options to extend twice for periods up to five years each
Interest priced at Term SOFR plus 0.750% to 1.250%, and the company must keep a Consolidated Interest Coverage Ratio of at least 3.50 to 1.00
JPMorgan Chase Bank, N.A. and J.P. Morgan SE named as administrative agents, replacing Wells Fargo Bank, National Association
At its May 13, 2026 Annual Meeting, PPL Corporation shareowners elected all nine director nominees, approved an advisory vote on 2025 executive pay, and approved the Second Amended and Restated 2012 Stock Incentive Plan, which took effect on approval. Shareowners also ratified Deloitte & Touche LLP as the independent auditor for 2026.
All nine director nominees were elected, including Raja Rajamannar and Vincent Sorgi.
The Second A&R SIP was approved with 582,471,858 votes for and 16,548,521 against.
Shareowners ratified Deloitte & Touche LLP for the year ending December 31, 2026, with 662,634,703 votes for and 6,313,167 against.
The advisory vote on 2025 named executive officer compensation received 580,083,934 votes for and 18,747,637 against.
Allegiant Travel completed its acquisition of Sun Country Airlines on May 13, 2026, making Sun Country a wholly owned subsidiary. Each Sun Country share was converted into $4.10 in cash plus 0.1557 Allegiant shares. Allegiant expects about $140 million in annual synergies within three years of closing and says the deal should be accretive to earnings per share in the first full year after closing.
Acquisition closed May 13, 2026; Sun Country common stock has ceased trading on NASDAQ.
Each Sun Country share converted into $4.10 in cash and 0.1557 Allegiant common shares.
Allegiant's board expanded from eight to eleven directors; Jude Bricker, Jennifer Vogel and Thomas Kennedy joined.
Allegiant expects about $140 million in annual synergies within three years following closing and integration.
At its May 13, 2026 annual meeting, Akamai stockholders elected nine directors, approved an 8,000,000-share increase to the stock incentive plan, approved the 2026 Employee Stock Purchase Plan, and approved a charter amendment letting holders of at least 25% of shares call a special meeting. The charter and new bylaws took effect on May 13, 2026, upon filing in Delaware, which gives large holders a new way to request a special meeting. A shareholder proposal on political spending was not approved.
Stockholders holding at least 25% of outstanding shares may request a special meeting; the charter and new bylaws took effect May 13, 2026.
Incentive plan amendment passed with 66,180,915 for and 47,672,263 against, plus 8,816,773 broker non-votes.
Nine directors were elected to terms expiring at the 2027 annual meeting.
Shareholder proposal on political spending was not approved: 51,672,517 for and 61,327,122 against.
Acadia Realty Trust reported first-quarter 2026 results and raised its full-year 2026 guidance for FFO As Adjusted to $1.22-$1.26 per share from $1.21-$1.25. Net income attributable to Acadia shareholders was $30.5 million, compared with $1.6 million a year earlier, though NAREIT FFO per share fell to $0.26 from $0.34. The company also corrected several figures in the supplemental report and reported that all eight trustee nominees were elected at its May 13 annual meeting.
Q1 2026 FFO As Adjusted per diluted share was $0.30, up from $0.27 in Q1 2025; NAREIT FFO per diluted share was $0.26, down from $0.34.
2026 guidance raised: FFO As Adjusted to $1.22-$1.26 from $1.21-$1.25; net earnings per share to $0.37-$0.39 from $0.24-$0.26.
Net income attributable to Acadia shareholders was $30.5 million, versus $1.6 million, with a $142.1 million consolidated gain on disposition of properties in the quarter.
At the May 13, 2026 annual meeting, all eight trustees were elected and the non-binding advisory vote on executive compensation received 117,956,235 votes for and 6,293,624 against.
Hawkins reported fiscal 2026 sales of $1.08 billion, up 11%, but diluted earnings per share fell 3% to $3.91 and net income fell to $81.5 million from $84.3 million. The company attributed the profit decline mainly to about $16.5 million in higher amortization, interest expense and earnout-related fair value accretion from six acquisitions, and said pro forma EPS would have risen 9%. Management expects fiscal 2027 EPS to grow.
Fourth-quarter sales were $265.9 million, up 8%, while fourth-quarter diluted EPS was $0.74 versus $0.78 a year earlier.
Full-year adjusted EBITDA was $179.0 million, up 6%, and operating cash flow was $144.3 million, up 30%.
Total debt was $244.0 million at fiscal year-end, and the leverage ratio rose to 1.37x from 0.86x.
For fiscal 2027, management expects EPS to grow and an income tax rate of 25% to 27%.
The Hanover Insurance Group's board terminated its prior share repurchase program, which had about $63 million remaining, and approved a new authorization of up to $700 million in buybacks with no time limit. The company also named Patricia A. Norton-Gatto as principal accounting officer, replacing CFO Jeffrey M. Farber in that role, and shareholders re-elected eight directors at the May 12, 2026 annual meeting.
New share repurchase authorization of up to $700 million, with no time limit and no obligation to repurchase shares
Prior program, initially approved in December 2018, had about $63 million remaining and was terminated on May 13, 2026
Patricia A. Norton-Gatto, Senior Vice President and Corporate Controller, became principal accounting officer effective May 13, 2026
At the May 12, 2026 annual meeting, all eight directors were elected; Joseph R. Ramrath received 933,965 votes against
Allegro MicroSystems expanded its board to ten members and elected Robert J. Willett as a Class III director effective May 13, 2026, with seats on the Audit and Compensation Committees. Directors Susan D. Lynch and Richard R. Lury will leave the board at the August 5, 2026 annual meeting after deciding not to stand for reelection, and the filing states neither departure stems from a disagreement with the company. The changes reshape board composition, and the filing discloses no financial results.
Robert J. Willett elected to the board effective May 13, 2026, and appointed to the Audit and Compensation Committees
Board expanded from nine to ten seats under the Second Amended and Restated Stockholders Agreement dated July 29, 2024, with Sanken Electric Co., Ltd.
Susan D. Lynch (notified May 11, 2026) and Richard R. Lury (notified May 13, 2026) will not stand for reelection at the August 5, 2026 annual meeting
Board determined Willett is independent and an audit committee financial expert; he previously served 14 years as CEO of Cognex Corporation
Kevin M. Warsh resigned from the UPS Board of Directors automatically when the Senate confirmed him as Chairman of the Federal Reserve Board of Governors on May 13, 2026, as he had previously said he would. UPS states his decision was not due to any disagreement with the company on its operations, policies or practices.
Kevin M. Warsh's board resignation took effect on May 13, 2026, upon his Senate confirmation as Fed Chairman.
Warsh had advised UPS of his planned resignation in an earlier 8-K filed February 6, 2026.
UPS says the resignation was not due to any disagreement with the company.
Las Vegas Sands completed a $1.0 billion underwritten offering of two unsecured senior note series, $500 million of 5.300% notes due 2031 and $500 million of 5.650% notes due 2033. The company plans to use the proceeds, with cash on hand, to redeem in full its $1.0 billion of 3.500% senior notes due August 2026, which adds new long-term debt while replacing near-term debt.
$500 million of 5.300% senior notes mature May 15, 2031; interest is payable semi-annually from November 15, 2026
$500 million of 5.650% senior notes mature May 18, 2033; interest is payable semi-annually from November 18, 2026
Proceeds, with cash on hand, are intended to redeem the $1.0 billion of 3.500% senior notes due August 2026 in full
The notes are unsecured, rank equally with other unsecured obligations, and are not guaranteed by subsidiaries
Cisco reported fiscal third quarter 2026 revenue of $15.8 billion, up 12% year over year, with GAAP net income of $3.4 billion, up 35%, and non-GAAP EPS of $1.06, up 10%. The company also announced a restructuring plan with pre-tax charges of up to $1 billion, mostly cash-based, which shareholders should weigh against the growth figures and the fourth-quarter and full-year guidance.
Q3 fiscal 2026 revenue was $15.8 billion, up 12%; GAAP EPS was $0.85, up 37%; non-GAAP EPS was $1.06, up 10%.
Q4 fiscal 2026 guidance: revenue of $16.7 billion to $16.9 billion and non-GAAP EPS of $1.16 to $1.18.
FY 2026 guidance: revenue of $62.8 billion to $63.0 billion and non-GAAP EPS of $4.27 to $4.29.
Restructuring plan: pre-tax charges of up to $1 billion, with about $450 million expected in Q4 fiscal 2026 and the remainder in fiscal 2027.
Werner Enterprises director Carmen A. Tapio retired from the Board effective May 12, 2026, and stated the decision did not involve any disagreement with the company. At the same day's annual meeting, stockholders elected four directors, approved executive compensation on an advisory basis, and ratified KPMG LLP as the auditor for 2026.
Carmen A. Tapio retired from the Board effective May 12, 2026, with no disagreement cited
Stockholders elected Diane K. Duren, Derek J. Leathers, Michelle D. Livingstone and M. Gayle Packer as directors at the May 12, 2026 annual meeting
Advisory say-on-pay proposal was approved with 54,000,280 votes for and 1,369,015 against
KPMG LLP was ratified as the independent registered public accounting firm for the year ending December 31, 2026
Doximity reported fiscal fourth-quarter 2026 revenue of $145.4 million, up 5%, but GAAP net income fell to $19.1 million from $62.5 million and adjusted EBITDA declined 6%. The company also gave fiscal 2027 revenue guidance of $664 million to $676 million and named Matthew Sonefeldt as chief financial officer and Steven L. Zatz, M.D. as president, both effective May 13, 2026.
Q4 revenue $145.4 million vs. $138.3 million; net income $19.1 million vs. $62.5 million; diluted EPS $0.10 vs. $0.31
Q4 adjusted EBITDA $65.8 million vs. $69.7 million; full-year fiscal 2026 revenue $644.9 million, up 13%
Fiscal 2027 guidance: revenue $664 million to $676 million; adjusted EBITDA $323 million to $335 million; fiscal Q1 revenue $151 million to $152 million
Matthew Sonefeldt becomes principal financial officer June 8, 2026; Siddharth Sitaram serves as interim PFO through June 7, 2026
At its May 11, 2026 annual meeting, MDU Resources stockholders approved an amended and restated Long-Term Performance-Based Incentive Plan that increases the shares available for issuance by 6,564,000, to a total of 15,806,806, and elected all eight director nominees. The Board also adopted a revised code of business conduct on May 13, 2026, which shareholders can review on the company's website.
LTIP share reserve increased by 6,564,000 shares to a total of 15,806,806; the plan took effect on stockholder approval on May 11, 2026.
Stockholders approved the LTIP with 154,587,051 votes for and 2,817,302 against.
Advisory vote on executive compensation passed with 155,483,583 votes for and 2,448,238 against.
Board adopted the "Leading With Integrity Policy" on May 13, 2026, with updates covering artificial intelligence, conflicts of interest and regulatory compliance.
Grocery Outlet reported a first-quarter fiscal 2026 net loss of $180.3 million, or $(1.83) per diluted share, compared with a net loss of $23.3 million, or $(0.24), a year earlier. The loss reflects a $158.0 million non-cash goodwill impairment, while net sales rose 3.6% to $1.17 billion, and the company reaffirmed its fiscal 2026 guidance. For shareholders, sales growth was offset by a sharp decline in profit and a much larger per-share loss.
Net sales rose 3.6% to $1.17 billion, but comparable store sales declined 1.0%.
Net loss was $180.3 million, or $(1.83) per diluted share, versus $23.3 million, or $(0.24), a year earlier, including the $158.0 million goodwill impairment.
Adjusted EBITDA was $43.1 million, or 3.7% of net sales, compared with $51.9 million, or 4.6%, last year.
Fiscal 2026 guidance was reaffirmed, including adjusted EBITDA of $220 million to $235 million and diluted adjusted EPS of $0.45 to $0.55.
At its May 13, 2026 annual meeting, Vertex shareholders re-elected a 10-member board, ratified Ernst & Young LLP as auditor for 2026, and approved the 2026 Stock and Option Plan, which replaces the 2013 plan. A shareholder proposal on the right to act by written consent also passed, with 126,892,696 votes for and 95,756,148 against.
Proposal 4: 2026 Stock and Option Plan approved with 216,097,268 for and 6,523,460 against
Proposal 5: shareholder proposal on the right to act by written consent approved with 126,892,696 for and 95,756,148 against
Proposal 3: advisory vote on 2025 executive pay approved with 207,918,843 for and 14,522,776 against
Proposal 2: Ernst & Young LLP ratified as independent auditor for the year ending December 31, 2026 with 223,514,070 for
STAAR Surgical reported first-quarter 2026 results for the period ended April 3, 2026, with net sales of $93.5 million, up 119.6% from a year earlier, and net income of $5.2 million, or $0.10 per diluted share, compared with a net loss of $54.2 million a year earlier. Net sales excluding China rose 6.0% to $46.1 million, and the company reported no outstanding debt as of April 3, 2026.
Net sales of $93.5 million, up 119.6% from $42.6 million in the first quarter of 2025, primarily reflecting China
Gross margin of 73.6% compared with 65.8% a year earlier
Adjusted EBITDA of $24.4 million, or $0.48 per diluted share, compared with a $26.3 million loss a year earlier
Cash and investments available for sale of $163.9 million at April 3, 2026; net cash used in operating activities was $21.7 million
Linde plc issued three series of euro-denominated notes on May 13, 2026, totaling €1.6 billion in net proceeds after manager fees. The company said the proceeds will fund general corporate purposes, and the filing describes a new issuance under its €25 billion European debt program.
Issued €600 million Floating Rate Notes due 2028, €500 million 3.200% Notes due 2030 and €500 million 3.800% Notes due 2036
Net proceeds of approximately €1,595 million after fees to the managers, before other offering expenses
Notes were admitted to the Luxembourg Stock Exchange, and the program base prospectus is dated May 4, 2026
WM's Board promoted Tara Hemmer, an WM veteran since 1999, to Executive Vice President and Chief Operating Officer, replacing John Morris, who voluntarily resigned from that role and remains President. Healthcare Solutions leader Rafael Carrasco will retire on July 17, 2026, and that business will report directly to Morris. The filing describes a leadership change and a compensation package for Hemmer, but gives no financial results.
Tara Hemmer, age 53, promoted to EVP and Chief Operating Officer; base salary raised to $850,000 with a 105% target annual cash incentive
Hemmer receives RSUs with a $575,000 grant value on May 20, 2026, vesting 34%, 33% and 33% over three years
Rafael Carrasco, SVP Enterprise Strategy and President of WM Healthcare Solutions, retires effective July 17, 2026
John Morris voluntarily resigned as Chief Operating Officer and remains WM President
On May 7, 2026, Mettler-Toledo's Compensation Committee approved 2026 long-term incentive awards for its named executive officers, split into equal May and November 2026 grants. The May grant, dated May 12, 2026, raised the CEO's target LTI value by about 6.25% versus 2025 and the other named executive officers' by about 12.5%, which shows how the company is compensating its leadership team.
Awards mix one-third performance share units, one-third non-qualified stock options and one-third restricted stock units, with half granted in May 2026 and half in November 2026.
May 2026 grant to CEO Patrick Kaltenbach: 838 PSUs, 2,005 stock options and 810 RSUs, based on the May 12, 2026 closing price.
RSUs carry a 3-year cliff vesting schedule; vesting for PSUs and options is unchanged.
Vishay Intertechnology reported first-quarter 2026 results for the fiscal quarter ended April 4, 2026, with revenue of $839.2 million, up from $715.2 million in the year-earlier quarter, and GAAP diluted EPS of $0.05 versus a loss of $0.03 a year earlier. The company guided second-quarter 2026 revenue to $875 million to $905 million with a gross margin of 22.0% plus or minus 50 basis points.
Q1 2026 net revenues were $839.2 million, compared with $715.2 million in the quarter ended March 29, 2025, and $800.9 million in the quarter ended December 31, 2025.
Q1 2026 GAAP diluted EPS was $0.05, compared with a loss of $0.03 a year earlier; gross margin was 21.0%.
Q2 2026 outlook: revenues of $875 million to $905 million and a gross profit margin of 22.0% plus or minus 50 basis points.
Q1 2026 book-to-bill was 1.34; backlog at quarter end was 5.7 months. Free cash was negative $46.9 million, against $54.9 million in the prior quarter.
AptarGroup said it appointed Aditya J. Gandhi as Vice President and Chief Accounting Officer, effective June 8, 2026, succeeding Daniel Ackerman, who has taken another leadership role within the Aptar Finance organization. Gandhi most recently served as chief accounting officer of Sonoco Products Company and will report to CFO Vanessa Kanu. The filing is a routine leadership change in the finance function and includes no financial results or guidance.
Aditya J. Gandhi, age 46, appointed Vice President and Chief Accounting Officer, effective June 8, 2026
Gandhi succeeds Daniel Ackerman, who steps down as chief accounting officer and principal accounting officer on the same date
Gandhi previously served as chief accounting officer of Sonoco Products Company from August 2022 to May 2026
Offer letter includes a one-time sign-on bonus of $105,000 and a one-time equity award with a grant-date fair value of $715,000
Dynatrace reported fourth-quarter and full-year fiscal 2026 results, with quarterly revenue up 19% and ARR up 18%, while GAAP net income fell to $17 million from $39 million a year earlier. The company also issued fiscal 2027 guidance for total revenue of $2,317 million to $2,335 million and non-GAAP earnings per diluted share of $1.93 to $1.95, and it spent $224 million on share repurchases in the quarter.
Q4 total revenue was $532 million, up 19%, and total ARR was $2,054 million, up 18%.
Q4 GAAP net income was $17 million, or $0.06 per diluted share, versus $39 million, or $0.13, a year earlier; GAAP results included an $18.5 million impairment of long-lived assets.
Q4 non-GAAP net income per diluted share was $0.41, up from $0.33.
Fiscal 2027 guidance: total revenue of $2,317 million to $2,335 million and non-GAAP net income per diluted share of $1.93 to $1.95.
National Vision reported first quarter 2026 results for the period ended April 4, 2026, with net revenue up 6.6% to $543.9 million and net income of $31.2 million, compared with $14.2 million a year earlier. Diluted EPS rose to $0.38 from $0.18, and the company reiterated its fiscal 2026 outlook, including Adjusted Diluted EPS of $0.85 to $1.09.
Net revenue rose 6.6% to $543.9 million; comparable store sales grew 4.4%.
Diluted EPS was $0.38 versus $0.18; Adjusted Diluted EPS was $0.45 versus $0.34.
Fiscal 2026 outlook reiterated: net revenue of $2.033 billion to $2.091 billion and Adjusted Diluted EPS of $0.85 to $1.09.
Expanded relationship with AAFES, effective April 1, 2026, adds 20 Military stores and makes National Vision the sole optical retail partner on U.S. AAFES bases.
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.
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