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).
Alliance Entertainment reported fiscal third-quarter 2026 results for the quarter ended March 31, 2026, with net revenues of $258.2 million, up 21.1% from a year earlier, and net income of $2.3 million, or $0.05 per diluted share, up 25.0%. Gross margin fell to 12.8% from 13.6%, while nine-month net income rose 78% to $16.6 million. The filing does not include updated guidance, but the headline revenue and profit measures improved for shareholders.
Q3 net revenues were $258.2 million, up 21.1% from $213 million; gross margin was 12.8%, compared with 13.6%.
Q3 net income was $2.3 million, or $0.05 per diluted share, compared with $1.9 million, or $0.04, a year earlier.
Nine-month net revenues were $880.9 million, up 5.0%; nine-month net income was $16.6 million, or $0.32 per diluted share, up 78%.
Q3 Adjusted EBITDA was $5.1 million, up 4.1%; nine-month Adjusted EBITDA was $35.7 million, up 47%.
G-III Apparel Group signed agreements on May 14, 2026 to buy the global Marc Jacobs operating business, while WHP Global takes over licensing operations through a jointly owned intellectual property venture. G-III said it will fund its approximately $500 million investment with cash on hand and revolving credit borrowings, and that the deal is expected to be dilutive for the first 12 months after closing, with accretion expected thereafter.
G-III's investment is approximately $500 million, funded with cash on hand and revolving credit facility borrowings.
The deal is expected to be dilutive during the first 12 months after closing, with accretion expected thereafter.
Closing is subject to conditions including regulatory approval and is expected in G-III's fiscal third quarter of 2027.
Either party may terminate if closing has not occurred by the six-month anniversary of signing, subject to a possible 60-day extension for antitrust approvals.
Infleqtion reported first-quarter 2026 revenue of $9.5 million, up 14% from a year earlier, and raised its 2026 revenue guidance to at least $40 million. The net loss widened to $30.3 million from $6.0 million, though the per-share loss narrowed to $0.26 from $0.41 on a much larger share count after the go-public transaction.
Q1 2026 revenue of $9.5 million, up 14% year over year
GAAP net loss of $30.3 million, or $0.26 per share, versus a net loss of $6.0 million, or $0.41 per share, in Q1 2025
Go-public transaction expenses of $11.5 million and stock-based compensation of $8.3 million were included in GAAP results
Cash, cash equivalents and available-for-sale securities totaled $569 million as of March 31, 2026
Ring Energy, Inc. entered into an underwriting agreement on May 12, 2026, with Mizuho Securities USA LLC, BofA Securities, Inc. and Raymond James & Associates, Inc. as representatives of the underwriters for its previously announced offering of 44,444,445 shares of common stock. The underwriters also received a 30-day option to buy up to 6,666,666 additional shares, which would add to the share count if exercised. The filing does not state the offering price or the proceeds, so shareholders cannot yet gauge the size of the dilution or the capital raised.
Underwritten offering of 44,444,445 shares of common stock, under an underwriting agreement dated May 12, 2026
Underwriters hold a 30-day option to purchase up to 6,666,666 additional shares
Offering was made under a Form S-3 shelf registration (File No. 333-283978), effective January 10, 2025
Filing does not disclose offering price or net proceeds
CEL-SCI entered a strategic partnership, distribution, and revenue sharing agreement with Amarox covering regulatory affairs, marketing, and potential commercialization of Multikine for head and neck cancer in Saudi Arabia. The companies will share net revenue from Saudi sales 50%/50%, but the filing gives no dollar amounts, and Multikine is not yet approved for sale in any market.
Agreement announced May 11, 2026; 8-K dated May 14, 2026
Net revenue from Multikine sales in Saudi Arabia to be shared 50%/50%, with the revenue share tied to receipt of Breakthrough Medicine Designation from the SFDA
Amarox to act as local regulatory representative and to become exclusive commercial distributor upon SFDA approval, with an optional extension to GCC countries
CH4 Natural Solutions Corporation disclosed that the underwriter of its May 4, 2026 initial public offering partly exercised its over-allotment option, buying 2,000,000 additional units on May 8, 2026 for $20 million in gross proceeds. A total of $220 million, including $6.6 million of deferred underwriting commissions, was placed in a trust account, and an unaudited balance sheet as of May 8, 2026 reflecting these proceeds is included as Exhibit 99.1.
IPO of 20,000,000 units closed May 4, 2026, with each unit sold at $10.00.
Underwriter bought 2,000,000 option units on May 8, 2026, generating $20 million in gross proceeds.
Trust account holds $220 million, including $6.6 million of deferred underwriting discounts and commissions.
Unaudited balance sheet as of May 8, 2026 shows total assets of $221.9 million on a pro forma basis, with total shareholders' deficit of $13.8 million.
Tyler Technologies closed a $1,437,500,000 offering of 0.50% convertible senior notes due July 15, 2031, including the full exercise of the initial purchasers' option. The company used about $320.7 million of the net proceeds to repurchase 1,026,900 shares and about $187.2 million to fund capped call transactions, which raise the effective conversion price to about $655.77 per share. The filing says the capped calls are expected to reduce potential dilution to shareholders, but the notes add $1.44 billion of debt.
Notes: $1,437,500,000 principal, 0.50% interest, maturing July 15, 2031, issued May 14, 2026
Initial conversion price about $405.94 per share, a premium of about 30% over the $312.27 closing price on May 11, 2026
About $320.7 million of net proceeds used to repurchase 1,026,900 shares; CEO Lynn Moore cited about 2.1 million shares repurchased year to date for about $667 million
Net proceeds about $1,408.1 million; about $187.2 million used for capped call transactions
On May 11, 2026, Greif's U.S. subsidiaries replaced their $275 million receivables financing facility, which was set to mature May 15, 2026, with a $200 million facility led by PNC Bank, National Association, as agent. The filing says the prior facility was terminated by mutual consent with no material early termination penalty, and that the new facility's commitment termination date is May 11, 2027. The new facility is smaller than the one it replaced, and the company has guaranteed the subsidiaries' performance under it.
Fourth Amended and Restated Transfer and Administration Agreement dated May 11, 2026, with PNC Bank, National Association, provides for a $200 million Receivables Facility.
Existing Third Amended and Restated Transfer and Administration Agreement with Bank of America, N.A., provided for a $275 million facility; it was terminated May 11, 2026, with obligations satisfied by the new facility.
Commitment termination date is May 11, 2027; Greif Funding may terminate at any time on five days' prior written notice.
Facility bears variable interest tied to SOFR or a base rate plus a margin, payable monthly, and is secured by certain U.S. trade receivables.
Pixelworks reported first-quarter 2026 results, with net income of $80.6 million driven by a $85.2 million gain from discontinued operations tied to the January sale of its Shanghai subsidiary. Revenue was about $446,000, up from zero a year earlier, but the loss from continuing operations widened to $4.6 million from $2.8 million, including $2.0 million of restructuring costs. Shareholders also get a $5 million buyback authorization and cash of about $58 million with no debt.
Net income attributable to Pixelworks was $80.6 million, or $12.69 per basic share, versus a net loss of $7.8 million a year earlier.
Revenue was $446,000 versus zero in Q1 2025; loss from operations was $4.9 million versus $3.1 million.
Restructuring expense was $2.0 million; cash and cash equivalents were $57.8 million at March 31, 2026, with no debt.
The Board authorized a $5 million stock repurchase program on March 30, 2026, beginning May 15, 2026; the company targets cash operating expenses of about $2 million per quarter from Q2.
Chicago Rivet & Machine Co. said on May 14, 2026 that its Board approved a temporary suspension of the quarterly cash dividend, to redirect cash toward production capacity, newly awarded products and sales efforts. The filing gives no dividend amount and no financial results, and says the Board will revisit dividend policy as conditions evolve. Shareholders also re-elected all seven directors and ratified Cherry Bekaert LLP as auditor for 2026 at the May 12 annual meeting.
Board approved a temporary suspension of the quarterly cash dividend, announced May 14, 2026; the filing gives no dividend amount.
Stated reasons: meeting production requirements, launching recently awarded products, and investing in business development.
Annual meeting held May 12, 2026: all seven director nominees elected to terms ending at the 2027 annual meeting.
Cherry Bekaert LLP ratified as independent registered public accounting firm for 2026: 727,269 votes for, 5,655 against, 18,806 abstentions.
Rithm Capital Corp. closed a private offering of $500 million in 8.500% senior unsecured notes due June 1, 2031, on May 14, 2026. The company intends to use the net proceeds for general corporate purposes, which may include repaying certain indebtedness, and the notes add to its debt obligations.
Principal amount of $500 million; interest at 8.500% per year, paid semi-annually on June 1 and December 1, starting December 1, 2026
Notes mature June 1, 2031; the company may redeem before June 1, 2028 at a make-whole premium
Indenture requires total unencumbered assets of at least 120% of unsecured indebtedness and includes a 101% repurchase right on a change of control
Trustee is U.S. Bank Trust Company, National Association; the notes are not guaranteed by subsidiaries and have not been registered under the Securities Act
Pinnacle Financial Partners agreed on May 12, 2026 to sell $750 million of 5.596% Fixed Rate / Floating Rate Senior Notes due 2032 to underwriters led by Morgan Stanley, RBC Capital Markets and Goldman Sachs, under an existing shelf registration. The company expects the offering to close on May 19, 2026, subject to customary conditions. The filing does not describe how the proceeds will be used.
Principal amount: $750 million of senior notes due 2032, with a 5.596% fixed rate/floating rate structure
Underwriting Agreement dated May 12, 2026 with Morgan Stanley & Co. LLC, RBC Capital Markets, LLC and Goldman Sachs & Co. LLC as representatives
Expected closing date: May 19, 2026, subject to customary closing conditions
Gemini agreed on May 14, 2026 to sell 7,142,857 Class A shares at $14.00 each, for $100.0 million, to Winklevoss Capital Fund, LLC, its largest existing stockholder, and closed the private placement the same day. The fund paid in about 1,258 Bitcoin, and the filing says the fund is controlled by Cameron and Tyler Winklevoss, whom it identifies as the Company's President and Chief Executive Officer, respectively, and who are also directors, so the sale is a related-party issuance that adds new shares. The 8-K also reports Q1 2026 results, but the revenue and profit figures appear only in the earnings release (Exhibit 99.3), which was not included in the filing text provided.
Private placement of 7,142,857 Class A shares at $14.00 per share, for aggregate proceeds of $100.0 million, closed May 14, 2026
Purchaser paid with approximately 1,258 Bitcoin; the filing says the purchaser is controlled by Cameron and Tyler Winklevoss, who are also directors
Registration rights amended so the shares are registrable; the Form S-3 demand threshold was lowered from $75.0 million to $50.0 million
Q1 2026 earnings release issued May 14, 2026; earnings call set for May 15, 2026 at 8:30 a.m. E.T.
Valley National Bancorp completed the sale of $500 million of 6.219% fixed-to-floating rate subordinated notes due June 1, 2036, on May 14, 2026. The company estimates net proceeds of about $494.1 million and intends to use the proceeds to redeem its $300 million 3.00% notes due 2031, which it will redeem in full on June 15, 2026 at par plus accrued interest.
Notes priced at $500 million, 6.219% fixed until June 1, 2031, then three-month term SOFR plus 243 basis points
Estimated net proceeds of approximately $494.1 million after underwriting discounts and expenses
Company will redeem its $300 million 3.00% subordinated notes due 2031 in full on June 15, 2026 at 100% of principal plus accrued interest
Notes are intended to qualify as Tier 2 capital for regulatory purposes
Fortive completed an underwritten offering of $600 million of 4.750% notes due 2031 and $500 million of 5.250% notes due 2036, both dated May 14, 2026. The company plans to use the net proceeds mainly to refinance debt, including repaying at maturity its 3.150% senior notes due June 15, 2026.
$600 million of 4.750% notes mature May 15, 2031; $500 million of 5.250% notes mature May 15, 2036
Proceeds are intended to refinance indebtedness, including the 3.150% senior notes due June 15, 2026, plus related fees and general corporate purposes
Interest is paid semi-annually from November 15, 2026; a change of control plus rating event triggers an offer to repurchase at 101% of principal
RenaissanceRe said CFO Robert Qutub and Chief Portfolio Officer Ross Curtis will retire effective December 31, 2026. Matthew Neuber, the company's current Senior Vice President, Senior Financial Officer and Corporate Treasurer, will become Executive Vice President, Chief Financial Officer and Corporate Treasurer on January 1, 2027. The filing contains no financial results, and both retiring executives will stay on as strategic advisors for a transition period.
Robert Qutub retires as CFO effective December 31, 2026; he will remain a strategic advisor through December 31, 2027
Matthew Neuber, age 40, has been Corporate Treasurer since 2019 and joined the company in 2014
Ross Curtis retires as Chief Portfolio Officer effective December 31, 2026; he will advise through June 30, 2027
David Marra, Group Chief Underwriting Officer, will oversee Curtis's responsibilities
FGI Industries reported first-quarter 2026 results, with revenue down 8.2% year over year to $30.5 million and a net loss attributable to shareholders of $1.0 million, or $0.50 per diluted share, versus $0.33 a year earlier. The company reaffirmed its fiscal 2026 guidance of $134-141 million in net revenue, so shareholders see weaker first-quarter sales and a wider per-share loss, with no change to the full-year outlook.
Revenue of $30.5 million, down 8.2% from $33.2 million in Q1 2025; sanitaryware revenue fell 20.0% to $16.1 million
Operating loss narrowed to $0.7 million from $1.3 million, mainly from lower selling and distribution costs
Net loss attributable to shareholders was $1.0 million, or $0.50 per diluted share, versus $0.6 million, or $0.33 per share, a year earlier
Fiscal 2026 guidance reaffirmed: net revenue of $134-141 million; cash of $2.7 million and total liquidity of $7.9 million at March 31, 2026
Microsoft's board appointed Carmine Di Sibio, former global chairman and CEO of EY, as a director effective May 13, 2026, expanding the board to 13 members. The filing describes a board addition with no financial results or operating figures attached, so it has no direct effect on reported performance.
Carmine Di Sibio appointed to the board effective May 13, 2026; board expanded to 13 members
He will serve on the Audit Committee and Compensation Committee
Receives the same director compensation as other non-employee directors, per the 2025 Proxy Statement
Microsoft will enter into its standard director indemnification agreement with him
Par Petroleum, a wholly owned subsidiary of Par Pacific Holdings, closed a $500 million private placement of 7.375% senior notes due 2034 and entered into a New ABL revolving credit facility of up to $1.8 billion maturing May 14, 2031. The company said it used the notes proceeds, cash on hand and ABL borrowings to repay and terminate Par Petroleum's term loan due 2030. The filing contains no earnings or guidance figures, so the changes mainly affect the company's debt structure and maturities.
Notes: $500 million of 7.375% senior unsecured notes due June 1, 2034, sold in a private placement
New ABL: up to $1.8 billion senior secured revolver, with a $500 million incremental facility subject to lender commitments, maturing May 14, 2031
Proceeds, cash on hand and ABL borrowings were used to repay all of the term loan due 2030 and terminate it
AleAnna reported first quarter 2026 results, with revenue of $9.3 million, up from $644,600 a year earlier, and net income of $3.4 million, compared with a net loss of $3.3 million in the first quarter of 2025. The company said this is its fourth consecutive quarter of positive Adjusted EBITDA and net income, and it reported $31.1 million in cash at March 31, 2026. The results reflect sales from its share of production at the Longanesi field, which the company said ramped up during 2025.
Revenue was $9,343,517 for the quarter ended March 31, 2026, versus $644,600 for the same quarter of 2025.
Net income was $3,399,521, compared with a net loss of $3,339,370 a year earlier.
Adjusted EBITDA, a non-GAAP measure, was $4,279,640, compared with a loss of $3,552,145 in the prior-year quarter.
Cash and cash equivalents were $31,124,907 as of March 31, 2026, versus $31,826,830 at December 31, 2025.
Harte Hanks reported first quarter 2026 results, with revenue of $37.3 million, down 10.3% from $41.6 million a year earlier. The company posted an operating loss of $768 thousand and a net loss of $0.6 million, or $0.08 per share, compared with a net loss of $0.4 million, or $0.05 per share, in the prior-year quarter, so shareholders saw both lower sales and a larger loss.
Q1 2026 revenue was $37.3 million, down 10.3% from $41.6 million in Q1 2025.
Operating loss was $768 thousand, compared with a $40 thousand loss a year earlier.
Net loss was $0.6 million, or $0.08 per basic and diluted share, versus $0.4 million, or $0.05 per share, in Q1 2025.
Cash was $4.5 million at March 31, 2026, with no outstanding debt and $24.3 million of credit line capacity.
Research Solutions reported fiscal third-quarter 2026 results for the quarter ended March 31, 2026. Total revenue fell 4.3% to $12.1 million, while net income rose to $860,000, or $0.03 per diluted share, from $216,000, or $0.01 a year earlier, and annual recurring revenue grew 8.5% to $22.1 million.
Total revenue was $12.1 million, down from $12.7 million, as lower transaction revenue more than offset platform growth.
Net income was $860,000, or $0.03 per diluted share, versus $216,000, or $0.01, in the prior-year quarter.
Annual recurring revenue rose 8.5% to $22.1 million; operating cash flow was $1.0 million, down from $2.9 million.
Adjusted EBITDA rose 14% to $1.6 million; gross margin improved 220 basis points to 51.7%.
Fortress Biotech reported first-quarter 2026 net income attributable to common stockholders of $108.4 million, or $2.82 per diluted share, compared with a net loss of $12.7 million a year earlier. The result was driven mainly by the sale of a Rare Pediatric Disease Priority Review Voucher by subsidiary Cyprium for $205 million gross proceeds, while net revenue rose to $16.0 million from $13.1 million.
Net revenue was $16.0 million for Q1 2026, up from $13.1 million in Q1 2025, with $15.9 million from Journey Medical's dermatology products.
Gain on sale of priority review voucher, net of expenses, was $158.9 million, according to the statement of operations.
Loss from operations narrowed to $7.7 million from $22.3 million a year earlier.
Cash and cash equivalents were $255.8 million at March 31, 2026, up from $79.4 million at December 31, 2025, and the Oaktree loan principal was reduced to $15.0 million.
Academy, Ltd., a subsidiary of Academy Sports and Outdoors, closed a $500 million private placement of 5.875% senior secured notes due 2031 on May 14, 2026. Proceeds will redeem its 2027 senior secured notes, prepay its $400 million term loan, and fund fees and general corporate purposes, and the company also amended its ABL credit facility to extend its maturity to May 14, 2031.
$500 million of 5.875% senior secured notes due May 15, 2031, issued May 14, 2026 in a private placement
Proceeds used to redeem all outstanding senior secured notes due 2027 and prepay all amounts under the $400 million term loan with UBS AG, Stanford Branch
ABL credit facility maturity extended to May 14, 2031 under an amendment with JPMorgan Chase Bank, N.A. as administrative agent
York Space Systems reported first-quarter 2026 revenue of $116.3 million, up 9% from a year earlier, but its net loss widened to $114.8 million from $11.7 million, driven largely by an $84.7 million stock compensation expense. The company reaffirmed its full-year 2026 revenue guidance of $545 million to $595 million, which matters to shareholders because revenue grew while profitability weakened sharply.
Revenue rose to $116.3 million from $106.3 million, while gross margin fell to 19% from 23%.
Net loss was $114.8 million versus $11.7 million a year earlier; adjusted EBITDA was a loss of $3.6 million versus a $5.5 million profit.
Full-year 2026 revenue guidance of $545 million to $595 million was reaffirmed as of May 14, 2026.
Backlog rose to $642 million from $543 million at December 31, 2025, and cash was $656 million at March 31, 2026.
MGM China Holdings Limited, a consolidated subsidiary of MGM Resorts International, issued $750 million of 6.25% senior notes due 2033 on May 13, 2026, under an indenture with Wilmington Savings Fund Society, FSB, as trustee. The company expects about $739.9 million in net proceeds to repay part of its revolving credit facility and for general corporate purposes, and the filing describes the debt as a new direct financial obligation.
Principal: $750 million aggregate, 6.25% senior notes due 2033, issued May 13, 2026
Estimated net proceeds: approximately $739.9 million after fees and expenses
Use of proceeds: repay a portion of revolving credit facility borrowings and general corporate purposes
Interest payable in cash on May 15 and November 15, beginning November 15, 2026
Idaho Strategic Resources reported record first-quarter 2026 results for the period ended March 31, 2026, in a press release furnished under Item 7.01. Revenue, net income attributable to the company and earnings per share all rose sharply from the year-earlier quarter, though all-in sustaining cost per ounce also increased and the company plans to capitalize a portion of exploration expenses quarterly going forward.
Revenue rose 98.97% to $14,482,286 from $7,278,536 a year earlier.
Net income attributable to the company was $6,387,992, up 297.02% from $1,608,979; EPS was $0.40 versus $0.12.
All-in sustaining cost per ounce rose 30.55% to $1,868.07 from $1,430.90.
The company capitalized approximately $960,713 of core drilling costs at the Golden Chest, compared with $0 in the prior-year period.
SoundThinking reported first-quarter 2026 revenue of $24.2 million, down 15% from $28.3 million a year earlier, and a GAAP net loss of $7.0 million, compared with $1.5 million in the same quarter of 2025. The company reaffirmed its full-year 2026 revenue guidance of $109.0 million to $111.0 million, but the weaker quarter and larger loss show shareholders a slower start to the year.
Revenue was $24.2 million versus $28.3 million; Q1 2025 included about $3.5 million in catch-up revenue from renewing two delayed New York City Police Department contracts.
GAAP net loss was $7.0 million, or $(0.54) per share, compared with $1.5 million, or $(0.12) per share, a year earlier.
Adjusted EBITDA was negative $0.1 million, compared with $4.5 million in the first quarter of 2025.
Full-year 2026 revenue guidance of $109.0 million to $111.0 million was reaffirmed, even without a ShotSpotter contract renewal in Chicago.
Dawson Geophysical reported unaudited first quarter 2026 results, with total revenue up 128% from a year earlier and net income of $7.7 million, or $0.25 per share, versus $0.03 per share a year earlier. The company said high equipment utilization drove the gains, though operating cash flow was negative $0.5 million in the quarter.
Total revenue of $36.7 million for the quarter ended March 31, 2026, up from $16.1 million a year earlier
Net income of $7.7 million, or $0.25 per diluted share, compared with $1.0 million, or $0.03 per share, in Q1 2025
Adjusted EBITDA of $10.9 million, up from $2.3 million; cash used in operating activities was $0.5 million
Cash of $1.4 million at March 31, 2026; working capital of $0.4 million versus a $5 million deficit at December 31, 2025
Sutro Biopharma reported first quarter 2026 results, with revenue of $14.5 million, down from $17.4 million a year earlier, and a net loss of $38.5 million, down from $76.0 million. Net loss per share was $2.94 versus $9.08, and cash, cash equivalents and marketable securities rose to $202.6 million from $141.4 million at December 31, 2025, which the company says supports operations into at least the second quarter of 2028.
Revenue was $14.5 million for the quarter, versus $17.4 million in the first quarter of 2025, principally related to the Astellas collaboration.
Net loss was $38.5 million, or $2.94 per share, versus $76.0 million, or $9.08 per share, a year earlier.
Underwritten offering of 7,868,383 shares at $13.98 per share, with gross proceeds of $110.0 million before underwriting discounts and expenses.
The luvelta program has been closed, with no additional investment planned.
DFIN said Ken Napolitano will join on June 1, 2026 as its first Chief Revenue Officer, with experience scaling commercial organizations in financial data and technology. Craig Clay, President of Global Capital Markets and a named executive officer, is transitioning out of that role and will serve as an advisor through December 31, 2026. At its May 13, 2026 annual meeting, shareholders elected all nine director nominees and approved the advisory executive compensation resolution and the Deloitte & Touche LLP appointment.
Ken Napolitano starts June 1, 2026 as Chief Revenue Officer; previously Chief Revenue Officer of Preqin
Craig Clay's employment ends December 31, 2026; he receives contractual, previously disclosed payments under the Executive Severance Plan
Eric Johnson moves from overseeing Global Investment Companies to a newly created President, Key Accounts role
Shareholders approved executive compensation with 22,326,855 for and 486,473 against
Xos reported first-quarter 2026 revenue of $11.2 million, up from $5.9 million a year earlier, with gross margin rising to 38.6% from 20.6% and the operating loss falling to $4.7 million from $9.3 million. The company maintained its full-year 2026 outlook of $40.0 to $50.0 million in revenue and 350 to 500 units delivered, and its non-GAAP operating loss outlook of $11.9 to $13.3 million.
Q1 2026 revenue was $11.2 million versus $5.9 million in Q1 2025; units delivered were 95 versus 29.
Gross margin was 38.6% versus 20.6%; net loss narrowed to $5.0 million from $10.2 million.
Cash and cash equivalents were $9.8 million at March 31, 2026, down from $14.0 million at December 31, 2025.
2026 outlook was maintained: revenue of $40.0 to $50.0 million and 350 to 500 units.
Cibus reported first-quarter 2026 results, with revenue of $1.7 million, up from $1.0 million a year earlier, and a net loss of $21.2 million, down from $49.4 million. The prior-year loss included a $21.0 million goodwill impairment, and the company also pushed its U.S. Rice launch target from 2028 to 2029.
Revenue was $1.7 million for the quarter ended March 31, 2026, versus $1.0 million a year earlier.
Net loss was $21.2 million, or $0.33 per share, compared with $49.4 million, or $1.34 per share, a year earlier.
The year-earlier period included a $21.0 million goodwill impairment; none was recorded in Q1 2026.
Cash and cash equivalents were $30.3 million at March 31, 2026, which the company expects to fund operations into late in the first quarter of 2027.
Boot Barn reported fiscal fourth-quarter and full-year fiscal 2026 results ended March 28, 2026, with net sales and diluted earnings per share both higher than the prior year. The company also issued fiscal 2027 guidance calling for total sales of $2.578 billion to $2.623 billion and diluted EPS of $8.21 to $8.64, with a first-quarter EPS range of $1.62 to $1.71.
Q4 net sales rose 18.7% to $538.8 million; consolidated same store sales rose 6.1%
Q4 net income was $44.4 million, or $1.45 per diluted share, versus $1.22 a year earlier
Fiscal 2026 net sales were $2.254 billion, up 17.9%; net income was $225.9 million, or $7.35 per diluted share
Fiscal 2027 guidance: sales of $2.578 billion to $2.623 billion and diluted EPS of $8.21 to $8.64; first-quarter EPS guidance of $1.62 to $1.71
Sixth Street Specialty Lending closed a $300 million offering of 5.650% unsecured notes maturing August 15, 2031, under a Third Supplemental Indenture dated May 14, 2026. The company expects to use the proceeds to pay down its revolving credit facility and for general corporate purposes, including new investments. The filing adds a fixed-rate debt obligation to the company's balance sheet, with interest paid semiannually starting February 15, 2027.
Principal amount: $300 million of 5.650% notes due August 15, 2031
Interest payable semiannually on February 15 and August 15, starting February 15, 2027
Proceeds expected to repay revolving credit facility debt and fund general corporate purposes, including new investments
Offering closed May 14, 2026, after underwriting agreement with BofA Securities dated May 7, 2026
Interlink Electronics reported first-quarter 2026 revenue of $3.07 million, up 15.4% from $2.66 million a year earlier, and gross margin rose to 43.5% from 35.6%. The net loss narrowed to $338,000 from $805,000, so headline revenue and profit measures both improved for shareholders. The company also said it recently announced a non-binding letter of intent to acquire an unnamed provider of high-performance manufacturing solutions.
Revenue rose 15.4% to $3.07 million in the quarter ended March 31, 2026, from $2.66 million a year earlier, driven by higher shipments of force-sensing and printed electronics products.
Net loss was $338,000, compared with $805,000 in the first quarter of 2025; diluted loss per share was $(0.02) versus $(0.06).
Gross margin was 43.5%, up from 35.6%, which the company attributed to higher revenue and product mix changes.
The company recently announced a non-binding letter of intent to acquire an established provider of manufacturing solutions; the filing does not name the target or give terms.
Figma reported first-quarter 2026 results on May 14, 2026, with revenue of $333.4 million, up 46% year over year and above its prior first-quarter guidance range. The company raised its full-year 2026 revenue guidance by $55 million, but its GAAP net loss was $142.4 million, compared with net income of $44.9 million a year earlier, so shareholders face a mixed picture of stronger sales and outlook alongside a larger GAAP loss.
Q1 2026 revenue was $333.4 million, up 46% year over year, versus 40% growth in Q4 2025.
Full-year 2026 revenue guidance is $1.422 billion to $1.428 billion, a $55 million raise; non-GAAP operating income guidance is $125.0 million to $135.0 million.
Second-quarter 2026 revenue outlook is $348.0 million to $350.0 million.
GAAP net loss was $142.4 million, or $(0.27) per share, versus net income of $44.9 million in Q1 2025; non-GAAP net income was $56.5 million.
Newsmax reported first-quarter 2026 revenue of $51.7 million, up 14.0% from a year earlier, with broadcast revenue up 20.8% to $43.7 million, driven mainly by affiliate fees and licensing. The net loss narrowed to $2.2 million from $17.2 million, but adjusted EBITDA was a loss of $0.4 million, down $0.8 million from the prior-year quarter. The company reaffirmed its full-year 2026 revenue guidance of $212 million to $216 million.
Total revenue of $51.7 million for the quarter ended March 31, 2026, up 14.0% year over year
Net loss of $2.2 million, compared with a net loss of $17.2 million in the same quarter of 2025
Adjusted EBITDA loss of $0.4 million, a decrease of $0.8 million from the prior-year quarter
Full-year 2026 revenue guidance of $212 million to $216 million reiterated; $129.1 million in cash and short-term investments at quarter end
Aqua Metals reported a first quarter 2026 net loss of $3.95 million, or $1.22 per share, down from $8.32 million, or $10.27 per share, in the first quarter of 2025. The company also said it will not proceed with the non-binding term sheet to acquire Lion Energy, and cash and cash equivalents fell to $6.8 million from $10.8 million at December 31, 2025.
Q1 2026 net loss was $3.95 million ($1.22 per share) versus $8.32 million ($10.27 per share) in Q1 2025.
Total operating expense was $4.14 million versus $8.68 million a year earlier; Q1 2025 included a $5.25 million impairment and loss on disposal.
Cash and cash equivalents were $6.82 million at March 31, 2026, compared with $10.81 million at December 31, 2025.
The company will not pursue the Lion Energy acquisition under the February 11, 2026 term sheet terms and is evaluating alternative structures.
American Electric Power entered forward sale agreements tied to 23,543,308 common shares sold by underwriters, including an option exercised in full on May 13, 2026. The forward sale price starts at $124.968 per share, and the company expects settlement on or before May 31, 2028. Shareholders should note the company will only receive proceeds if it elects physical settlement, and share issuance could dilute earnings per share.
Forward sale agreements cover 20,472,442 shares signed May 12, 2026, plus 3,070,866 additional shares after the underwriters' option was exercised in full on May 13, 2026
Initial forward sale price is $124.968 per share, subject to a floating interest rate factor and dividend-related reductions
Company expects settlement on or before May 31, 2028, and may choose cash or net share settlement instead of physical delivery
Forward purchasers can accelerate settlement in certain events, which could require share issuance irrespective of the company's capital needs
Shreya Acquisition Group, a blank check company, closed its initial public offering of 11,000,000 units at $10.00 per unit on May 8, 2026, raising $110,000,000 that was placed in a trust account. The filing states the company has not yet identified a target business and has 12 months, which can be extended, to complete a business combination, or it must redeem public shares from the trust.
11,000,000 units sold at $10.00 each on May 8, 2026, including 1,000,000 units from a partial over-allotment exercise
Private placement of 191,750 units to the sponsor for $1,917,500
$110,000,000 placed in a trust account with Continental Stock Transfer & Trust Company
Audited balance sheet as of May 8, 2026 shows total assets of $110,847,007 and no operating revenue
Legacy Education Inc. (NYSE American: LGCY) reported fiscal third-quarter 2026 results for the quarter ended March 31, 2026, with revenue up 15.0% to $21.4 million and net income up 7.5% to $3.0 million. Diluted earnings per share were $0.22, compared with $0.21 a year earlier, and student population rose 9.4% to 3,550, though general and administrative expense grew 33.5%.
Revenue rose 15.0% to $21.4 million from $18.6 million in the same quarter a year earlier.
Net income was $3.0 million, up 7.5%; diluted EPS was $0.22 versus $0.21.
General and administrative expense rose 33.5% to $6.2 million, mainly from marketing, bad debt and professional fees.
Student population increased 9.4% to 3,550 as of March 31, 2026.
Applied Materials reported record second-quarter fiscal 2026 revenue of $7.91 billion, up 11% year over year, and record GAAP diluted EPS of $3.51, up 33%. The company forecast third-quarter revenue of $8.95 billion plus or minus $500 million and non-GAAP diluted EPS of $3.36 plus or minus $0.20, and said it expects its semiconductor equipment business to grow more than 30% in calendar 2026.
Q2 revenue $7.91 billion, up 11%; non-GAAP diluted EPS $2.86, up 20% from $2.39
Non-GAAP free cash flow fell to $210 million from $1.061 billion a year earlier, down 80%
Returned $765 million to shareholders in the quarter: $400 million in buybacks and $365 million in dividends; quarterly dividend raised 15% to $0.53 per share
Heartflow reported first quarter 2026 revenue of $52.6 million, up 41% year over year, and a net loss of $27.4 million, or $0.32 per share, versus $32.3 million, or $5.25 per share, a year earlier. The company raised its full-year 2026 revenue guidance to $228 million to $232 million from $218 million to $222 million, though GAAP results include a $7.5 million non-cash impairment charge tied to facilities changes.
Q1 2026 total revenue was $52.6 million, up from $37.2 million; U.S. revenue was $48.3 million.
Gross margin was 80.2%, compared with 75.1% a year earlier.
Net loss was $27.4 million, including a $7.5 million non-cash impairment charge from a headquarters relocation to San Francisco.
2026 revenue guidance raised to $228 million to $232 million; cash, cash equivalents and investments were $254.9 million at March 31, 2026.
KeyCorp shareholders elected all 14 nominated directors and approved the 2026 Equity Compensation Plan at the May 14, 2026 annual meeting. The company also announced a new share repurchase program of up to $3.0 billion of common shares, which replaces a $1.0 billion authorization that had about $280 million remaining. For shareholders, the buyback is the most significant item, while the new plan raises the annual compensation limit for non-employee directors to $750,000 from $500,000.
All 14 director nominees were elected at the May 14, 2026 annual meeting.
The 2026 Equity Compensation Plan was approved; it raises the non-employee director annual limit from $500,000 to $750,000.
New repurchase authorization of up to $3.0 billion of common shares replaces the $1.0 billion program, which had about $280 million remaining.
Quarterly common dividend of $0.205 per share is payable June 15, 2026, to holders of record on June 2, 2026.
eGain reported fiscal third-quarter 2026 revenue of $22.5 million, up 7% from a year earlier, and GAAP net income of $2.4 million, or $0.09 per share, compared with $66,000 a year earlier. The company also updated its full fiscal 2026 guidance, with revenue now expected at $90.5 million to $91.0 million, and gave fourth-quarter revenue guidance of $21.5 million to $22.0 million.
Q3 fiscal 2026 total revenue was $22.5 million, up 7% from $21.0 million a year earlier.
GAAP net income was $2.4 million, or $0.09 per share, versus $66,000, or $0.00 per share, in Q3 fiscal 2025.
Adjusted EBITDA was $3.2 million, a 14% margin, compared with $1.2 million, a 6% margin, a year earlier.
Full fiscal 2026 revenue guidance is $90.5 million to $91.0 million; fourth-quarter revenue guidance is $21.5 million to $22.0 million.
Selective Insurance said Executive Vice President and Chief Investment Officer Joseph O. Eppers will retire effective June 2, 2026, to pursue other career opportunities, and that his decision did not involve any disagreement with the company. Vaibhav Kalia, currently Senior Vice President, Senior Portfolio Manager and Head of Fixed Income, will serve as Interim Chief Investment Officer starting that date. The filing does not name a permanent successor, and it reports no financial results.
Joseph O. Eppers notified the company on May 11, 2026, of his intent to retire as Executive Vice President and Chief Investment Officer
Retirement is effective June 2, 2026, and the filing says it is not due to any disagreement on strategies, operations, policies or practices
Vaibhav Kalia, who joined the company in 2014, will serve as Interim Chief Investment Officer beginning June 2, 2026
The filing does not name a permanent Chief Investment Officer
Fifth Era Acquisition Corp I (FERA) said Chief Financial Officer Christopher Linn resigned effective immediately on May 8, 2026, and the Board appointed Christopher Nelson as CFO the same day. The filing states Linn's resignation was not due to any disagreement with the company on operations, policies or practices, including financial reporting or accounting.
Christopher Linn resigned as CFO on May 8, 2026, effective immediately; the filing says no disagreement with the company was involved
Christopher Nelson, age 29, was appointed CFO effective immediately on May 8, 2026
Nelson has supported the company's accounting, finance and reporting functions since its IPO and previously held finance roles at Fifth Era Partners beginning in 2021
Intellinetics reported first-quarter 2026 total revenue of $3.9 million, down 8.0% from a year earlier, as professional services revenue fell 14.3%. The net loss widened to $1.2 million, or $0.27 per share, from $0.7 million, or $0.17 per share, and included about $430,000 in non-recurring CEO transition costs. Management still expects double-digit year-over-year SaaS growth for fiscal 2026.
Total revenue was $3,909,182, down 8.0%; SaaS revenue rose 0.1% to $1.5 million
Net loss of $1,177,853 ($0.27 per share) compared with $727,565 ($0.17 per share) a year earlier
Adjusted EBITDA loss of $287,650 versus an Adjusted EBITDA profit of $76,589 in Q1 2025
Cash was approximately $2.1 million at March 31, 2026; management expects double-digit SaaS growth in 2026
Presurance Holdings reported first quarter 2026 results on May 13, 2026. Net income rose to $2.6 million from $522,000 as loss ratios improved, but gross written premiums fell 29.1% as the company exited commercial lines, and adjusted operating income was a loss of $2.8 million. The filing shows a smaller premium base and a combined ratio of 105.7%, which is still above the 100% level that indicates an underwriting profit.
Net income of $2.6 million, or $0.15 per share, versus $522,000, or $0.04 per share, in the first quarter of 2025
Gross written premiums fell 29.1% to $11.5 million, reflecting the exit from legacy commercial lines
Loss ratio improved to 56.2% from 89.7%; combined ratio was 105.7% versus 140.5%
Adjusted operating loss of $2.8 million, or $0.16 per share, versus a loss of $3.7 million, or $0.30 per share, a year earlier
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