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).
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
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.
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%.
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.
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.
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.
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
NETSOL Technologies reported record third-quarter fiscal 2026 total net revenues of $19.8 million, up 13.0% year over year, driven in part by $4.7 million in license fees tied to a four-year, $50 million contract extension. Quarterly GAAP net income attributable to NETSOL fell slightly to $1.3 million, or $0.11 per diluted share, from $1.4 million, or $0.12, a year earlier, and the company reaffirmed its fiscal 2026 revenue guidance of $73 million.
Q3 total net revenues were $19.8 million, up from $17.5 million, including $4.7 million in license fees versus $1,198 a year earlier.
Q3 GAAP net income attributable to NETSOL was $1.3 million, or $0.11 per diluted share, compared with $1.4 million, or $0.12, in the prior-year quarter.
For the nine months ended March 31, 2026, the company reported a GAAP net loss attributable to NETSOL of $0.8 million, or $(0.07) per diluted share, versus net income of $0.3 million, or $0.03, a year earlier.
Fiscal 2026 full-year revenue guidance of $73 million was reaffirmed.
Innovative Aerosystems reported fiscal second-quarter 2026 results for the three months ended March 31, 2026, with net sales up 2% to $22.4 million. Net income fell to $3.4 million, or $0.19 per diluted share, from $5.3 million, or $0.30, a year earlier, as operating expenses rose to $6.5 million and one-time acquisition costs were incurred. Net debt rose to $48.3 million and the leverage ratio to 1.7x from 1.4x, as the company spent over $30 million on acquisitions in the first half.
Net sales were $22.4 million, up from $21.9 million a year earlier, while F-16 revenue declined by $7 million.
Net income was $3.4 million, or $0.19 per diluted share, versus $5.3 million, or $0.30, in the prior-year quarter.
Adjusted EBITDA was $6.8 million, down from $7.7 million; net debt was $48.3 million, and the leverage ratio was 1.7x at March 31, 2026.
Backlog was approximately $87.0 million as of March 31, 2026, up $7.4 million from the prior-year period.
Biofrontera reported first quarter 2026 revenue of $10.1 million, up about 17% from a year earlier, with gross margin near 80% after a restructured earnout following its October 2025 strategic transaction with Biofrontera AG. The net loss widened to $4.8 million from $4.2 million, though the loss per share improved to $0.41 from $0.47 on a higher share count, so shareholders get mixed signals on profitability.
Revenue was $10.1 million versus $8.6 million, driven by about 16% growth in Ameluz units sold and a price increase in Q4 2025.
Gross margin was about 80% versus about 62%; SG&A rose to $11.0 million from $8.7 million.
Net loss was $4.8 million, or $0.41 per share, versus $4.2 million, or $0.47 per share; Adjusted EBITDA improved to $(3.6) million from $(4.4) million.
Cash and cash equivalents were $6.3 million at March 31, 2026, with $70 thousand used in operations in the quarter.
Merlin, Inc. reported first-quarter 2026 results, its first report as a public company after its business combination closed on March 16, 2026. Revenue rose to $1.0 million from $0.9 million, but the GAAP net loss widened to $90.4 million from $12.7 million, and the adjusted EBITDA loss grew to $23.3 million from $10.4 million. The company also said a May 1, 2026 equity financing brought cash, cash equivalents, and short-term investments to about $183 million with no debt outstanding.
Total revenue of $1.0 million for Q1 2026, compared with $0.9 million in Q1 2025
GAAP net loss of $90.4 million, compared with $12.7 million; the filing attributes $87.8 million of the loss to a change in fair value of convertible promissory notes
Adjusted EBITDA loss of $23.3 million, compared with $10.4 million in Q1 2025
Cash, cash equivalents, and short-term investments of $122.8 million at March 31, 2026; about $183 million after the May 1, 2026 equity financing
Iridium agreed on May 13, 2026, to acquire the 61% of Aireon it does not already own for approximately $366.7 million, paid half in cash at closing and half as a seller loan due one year later. Iridium also expects to assume about $155.0 million of Aireon debt and expects net leverage to rise to about 4.0 times OEBITDA in Q3 2026, with its share buyback program remaining paused.
Purchase price is approximately $366.7 million, with 50% paid in cash at closing and 50% as a $183.36 million, non-interest-bearing seller loan due one year after closing.
Iridium expects to assume Aireon debt of about $155.0 million at closing, bearing interest at SOFR + 6.25% and maturing October 2028.
Iridium expects the deal to add at least $100 million of annualized service revenue and $30 million of annualized OEBITDA.
Net leverage is expected to rise to about 4.0 times OEBITDA in Q3 2026; the paused share buyback is unchanged, and closing is targeted for early July 2026, subject to regulatory approvals.
YETI reported first quarter 2026 sales up 8% to $380.4 million, while diluted EPS fell 35% to $0.13 from $0.20 and adjusted EPS fell 16% to $0.26, including a $0.09 unfavorable net impact from incremental tariffs. The company raised its 2026 adjusted EPS outlook to $2.83 to $2.89 and increased its share repurchase authorization to $500 million, which matters to shareholders because the earnings forecast rose and buyback capacity expanded even though profit declined in the quarter.
Q1 2026 net sales rose 8% to $380.4 million; wholesale sales rose 19% to $183.6 million, while direct-to-consumer sales were flat at $196.8 million
Diluted EPS fell 35% to $0.13 from $0.20; net income fell 41% to $9.9 million; operating income margin was 3.3%
2026 adjusted EPS outlook raised to $2.83 to $2.89, up from $2.77 to $2.83; sales growth outlook low end raised to 7% to 8%
Board increased share repurchase authorization to $500 million available as of May 14, 2026; outlook includes $100 million in expected 2026 repurchases
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.