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).
EnerSys reported fourth-quarter fiscal 2026 net sales of $988.0 million, up 1.3%, and adjusted diluted EPS of $3.19, above its $2.95 to $3.05 guidance. GAAP diluted EPS fell 15% to $2.05 because of $42.8 million in net-of-tax highlighted charges, and the company guided first-quarter fiscal 2027 net sales to $915 million to $955 million. The board also declared a $0.2625 quarterly dividend.
Q4 net sales $988.0 million, up 1.3%, at the low end of the $960 million to $1,000 million guidance range
Q4 adjusted diluted EPS $3.19 vs. guidance of $2.95 to $3.05; GAAP diluted EPS $2.05 vs. $2.41 a year earlier
Fiscal 2026 net sales $3,751.4 million, up 3.7%; GAAP diluted EPS $7.70 vs. $8.99
Q1 fiscal 2027 outlook: net sales $915 million to $955 million; adjusted diluted EPS $2.70 to $2.90. Dividend of $0.2625 payable July 2, 2026, to holders of record June 19, 2026
e.l.f. Beauty reported fourth-quarter fiscal 2026 net sales up 35% to $449.3 million and full-year net sales up 25% to $1,636.5 million. A $57.6 million non-cash charge tied to the rhode earnout turned the quarter to a GAAP net loss of $49.4 million, and adjusted diluted EPS fell to $0.32 from $0.78 a year earlier. The company also issued fiscal 2027 guidance calling for net sales of $1,835 million to $1,865 million and adjusted diluted EPS of $3.27 to $3.32.
Q4 net sales rose 35% to $449.3 million; adjusted EBITDA fell 28% to $58.8 million
Q4 GAAP diluted loss was $0.82 per share; adjusted diluted EPS was $0.32 versus $0.78 a year earlier
Full-year GAAP net income was $26.3 million, or $0.44 per diluted share; adjusted diluted EPS was $3.13 versus $3.39
Fiscal 2027 outlook: net sales $1,835 million to $1,865 million and adjusted diluted EPS $3.27 to $3.32
StepStone Group reported results for the fourth quarter and fiscal year ended March 31, 2026. Revenue rose sharply, but the full-year GAAP net loss attributable to the company grew to $535.8 million from $179.6 million, driven by equity-based compensation of $1.74 billion, while fourth-quarter ANI per share fell to $0.57 from $0.68.
Q4 total revenues were $588.6 million, up 56% from $377.7 million; Q4 net loss attributable to StepStone narrowed to $7.8 million from $18.5 million.
Full-year total revenues were $1.99 billion, up 70%, while full-year net loss attributable to StepStone was $535.8 million, or $6.78 per share, versus $179.6 million, or $2.52 per share.
Full-year ANI per share rose 5% to $2.16; Q4 ANI per share fell 16% to $0.57, and Q4 fee-related earnings rose 12% to $105.3 million.
Board declared a $0.28 quarterly dividend and a $0.55 supplemental dividend per Class A share, payable June 30, 2026, to holders of record on June 15, 2026.
Intuit reported fiscal third-quarter 2026 revenue of $8.6 billion, up 10%, and GAAP diluted earnings per share of $11.09, up 11%, and raised its full-year fiscal 2026 revenue guidance. The company also announced a plan to cut its full-time workforce by approximately 17% and estimated $300 million to $340 million in charges, mainly in the fourth fiscal quarter, which will weigh on reported GAAP results.
Q3 revenue of $8.6 billion, up 10%; non-GAAP diluted EPS of $12.80, up 10%
Full-year fiscal 2026 revenue guidance raised to $21.341 billion to $21.374 billion
Workforce reduction of approximately 17%, with charges of $300 million to $340 million, primarily in the quarter ending July 31, 2026
Quarterly dividend of $1.20 per share, payable July 17, 2026, to holders of record on July 9, 2026
Lowe's reported first-quarter 2026 results for the period ended May 1, 2026. Total sales rose to $23.1 billion from $20.9 billion, and comparable sales increased 0.6%, but diluted EPS was $2.90 versus $2.92 a year earlier. The company said adjusted diluted EPS, which excludes $96 million of acquisition-related amortization, rose 3.8% to $3.03, and it affirmed its full-year 2026 outlook.
Total sales were $23.1 billion versus $20.9 billion in the prior-year quarter; comparable sales rose 0.6%.
Diluted EPS was $2.90 versus $2.92 a year earlier; adjusted diluted EPS was $3.03, up 3.8%.
Net earnings were $1.6 billion, and the company paid $674 million in dividends during the quarter.
Full-year 2026 outlook was affirmed, including diluted EPS of approximately $11.75 to $12.25.
Roivant reported fourth-quarter net income attributable to the company of $303 million, compared with a loss of $206 million a year earlier, mainly due to a $770.2 million gain on the Moderna litigation settlement. Q4 revenue fell to $2.5 million from $7.6 million, and the full-year net loss attributable to the company widened to $299.8 million from $172.0 million, so the one-time gain does not reflect a steady operating improvement.
Q4 ended March 31, 2026: net income attributable to Roivant $303.0 million, or $0.28 diluted per share, versus a loss of $206.5 million ($0.29 per share) a year earlier
Gain on litigation settlement of $770.2 million; Q4 revenue $2.5 million versus $7.6 million
Full year: loss from continuing operations $397.9 million versus $729.8 million; net loss attributable to Roivant $299.8 million versus $172.0 million
Cash, cash equivalents and marketable securities of $4.3 billion as of March 31, 2026; Moderna to pay $950 million in July 2026 with an additional $1.3 billion contingent on an appeal
Immunovant reported results for the fourth quarter and fiscal year ended March 31, 2026, with its net loss widening as research and development spending rose to $142.3 million in the quarter, including $39.0 million in contractual costs tied to discontinuing batoclimab after two Phase 3 thyroid eye disease studies missed their primary endpoint. The company also shared preliminary open-label Week 16 data for IMVT-1402 in difficult-to-treat rheumatoid arthritis and said its $902.1 million in cash provides runway to a potential Graves' disease launch. For shareholders, the trial data are a positive step, but losses and spending increased, and the results remain preliminary.
Net loss for the quarter ended March 31, 2026 was $147.9 million ($0.73 per share), up from $106.4 million ($0.64 per share) a year earlier.
Full-year net loss was $505.6 million ($2.77 per share), compared with $413.8 million ($2.73 per share) in fiscal 2025.
IMVT-1402 showed an observed Week 16 ACR20 response rate of 72.7% in 165 evaluable patients in an open-label period; further updates are expected in the second half of calendar 2026.
Cash and cash equivalents totaled $902.1 million as of March 31, 2026.
VF Corp reported fourth-quarter revenue of $2.17 billion, up 1% from a year earlier, and an operating profit of $62 million versus a $73 million loss in the prior-year quarter. The quarter still produced a net loss of $119 million, or $0.30 per diluted share, mainly due to non-cash pension settlement charges tied to terminating its U.S. qualified plan. The company reinstated annual guidance for fiscal 2027 calling for revenue growth of 1% to 2% in constant currency, which signals management expects continued expansion.
Q4 FY2026 revenue was $2,166.0 million, up 1% from $2,143.8 million; excluding Dickies, revenue rose 8%
Q4 net loss was $119.3 million, or $0.30 per diluted share, versus a $0.39 loss a year earlier; pension settlement charges of about $158 million were excluded from adjusted results
Full-year FY2026 diluted EPS from continuing operations was $0.64 versus $0.18, and revenue was $9,605.2 million, up 1%
FY2027 guidance: revenue up 1% to 2% in constant currency, adjusted operating margin of about 8%, and free cash flow flat to up from $405 million; quarterly dividend of $0.09 payable June 18, 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.