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).
Equus Total Return reported net assets of $20.9 million, or $1.50 per share, as of March 31, 2026, up from $16.6 million, or $1.19 per share, at December 31, 2025. The increase was driven mainly by a $5.0 million rise in the fair value of its Morgan E&P holding, partly offset by a $0.5 million decline in its CitroTech holdings. Net asset value per share remains below the $2.52 reported at March 31, 2025.
Net assets rose to $20.9 million at March 31, 2026, from $16.6 million at December 31, 2025.
Net asset value per share rose to $1.50 from $1.19 over the same period.
Morgan E&P, Inc. holding increased $5.0 million in value on significantly higher short and long-term crude oil prices.
CitroTech holdings fell $0.5 million to $6.3 million; the company sold 92,581 CITR shares during the quarter.
At its May 20, 2026 annual meeting, Kohl's shareholders approved an amended and restated 2024 Long-Term Compensation Plan. The changes add 5,200,000 shares, extend the plan's term to May 20, 2036, and cap total annual pay for any non-employee director at $750,000 per board service year. For shareholders, the vote affects how much stock the company can use for executive and director pay.
Plan approved with 67,394,833 votes for, 3,271,609 against and 286,944 abstentions (Proposal 4).
Shares authorized for issuance rise by 5,200,000 under the amended plan.
Plan term extended ten years, through May 20, 2036.
Non-employee director pay capped at $750,000 per board service year, including cash and equity.
Talen Energy Supply, LLC, a subsidiary of Talen Energy Corporation, amended its credit agreement on May 20, 2026. The amendment reduces the interest margins on its $846 million and $839 million term loan B facilities and its $900 million revolving credit facility, and extends the $846 million facility's maturity from May 2030 to November 2032. Lower margins reduce the borrowing cost for the company's secured debt, but the filing does not state a dollar amount for the expected savings.
$846 million term loan B facility (due May 2030) repriced and extended to November 2032
$839 million term loan B facility (due December 2031) repriced; term SOFR margin reduced to 1.75%
$900 million revolving credit facility repriced; term SOFR margin reduced to 1.50%
Other fees, covenants and default terms are substantially unchanged from the prior agreement
Radian Group's board appointed Michael Weinbach, former President of Mr. Cooper Inc., as CEO-Elect effective June 1, 2026, and as Chief Executive Officer and board member effective August 13, 2026. He succeeds Richard G. Thornberry, who retires as CEO and resigns from the board effective August 12, 2026, and will remain as Strategic Advisor through December 31, 2026.
Michael Weinbach, 52, becomes CEO-Elect on June 1, 2026 and CEO on August 13, 2026
Richard G. Thornberry retires as CEO and resigns from the board effective August 12, 2026
Weinbach's CEO Employment Agreement runs through December 31, 2029 with a $1,000,000 base salary
Sign-on awards include a $2,500,000 performance stock unit award and RSUs covering 150,000 shares valued up to $5,500,000
Black Diamond Therapeutics reported preliminary Phase 2 results for silevertinib in 43 frontline non-small cell lung cancer patients with EGFR non-classical mutations, showing a preliminary median progression-free survival of 15.2 months. The company said the data support a 150 mg daily dose for pivotal development and plans to meet with the FDA later this year to discuss its pivotal plan. The results are early and the study remains ongoing, so they do not establish approval prospects.
Preliminary median progression-free survival of 15.2 months; median duration of response not reached
Objective response rate of 60% by RECIST 1.1 and CNS objective response rate of 86%; no patients developed new brain metastases
Treatment-related adverse events above Grade 3 fell to 28% after dose reduction; 150 mg daily supported for pivotal development
Data to be presented by Julia Rotow, M.D., at ASCO on May 30, 2026; company webcast on May 21, 2026 at 5:30 p.m. EDT
On May 15, 2026, GSR V Acquisition Corp., a blank check company, closed its initial public offering of 23,000,000 units at $10.00 each, including 3,000,000 units from the underwriters' over-allotment option, for $230 million in gross proceeds. The full $230 million was placed in a trust account with Odyssey Transfer and Trust Company, and the company's auditor expressed substantial doubt about its ability to continue as a going concern, citing limited cash and ongoing costs of pursuing a business combination.
23,000,000 units sold at $10.00 per unit, including 3,000,000 over-allotment units exercised in full, for $230 million in gross proceeds
671,000 private placement units sold at $10.00 each to GSR IV Sponsor LLC and SPAC Advisory Partners LLC, for about $6.71 million
$230 million placed in a trust account with Odyssey Transfer and Trust Company, as shown on the May 15, 2026 balance sheet
Cash of $2.2 million as of May 15, 2026; auditor Adeptus Partners, LLC cited substantial doubt about going concern
Whitehawk Therapeutics entered an option agreement with Hangzhou DAC Biotechnology for access to the CPT113 linker-payload for use in up to five additional antibody drug conjugate (ADC) programs. The filing does not disclose financial terms, and the company said Hangzhou DAC's DXC006, which uses CPT113, will present data at ASCO.
Option agreement gives Whitehawk access to CPT113 for up to five additional ADC programs; the filing gives no financial terms.
Whitehawk expects to submit IND applications for multiple new programs over the next 12-24 months.
Hangzhou DAC's DXC006 data were accepted for oral presentation at ASCO; the company's HWK-007 trial-in-progress poster is scheduled for May 30, 2026.
Phase 1 data for HWK-007 and HWK-016 are expected in the first half of 2027.
At its May 19, 2026 annual meeting, PayPal stockholders elected all 11 director nominees, approved a new 2026 Equity Incentive Award Plan, and rejected two stockholder proposals. The filing also reports that Diego Scotti, EVP and General Manager of the Consumer Group, will leave the company effective June 2, 2026, under a separation agreement.
Annual meeting held May 19, 2026; all 11 nominees elected to serve until the 2027 annual meeting.
2026 Equity Incentive Award Plan approved with 72.5% of votes cast, authorizing up to 39,100,000 new shares plus up to 44,600,000 shares returning from the 2015 plan.
Diego Scotti's departure takes effect June 2, 2026; separation agreement dated May 20, 2026 provides termination-without-cause severance benefits.
Stockholder proposals on conflict-zone services (11.2% for) and lowering the special meeting threshold (41.1% for) were not approved.
Relay Therapeutics agreed on May 20, 2026 to sell 22,916,667 shares of common stock at $12.00 per share in an underwritten public offering. The underwriters exercised in full their option to buy 3,437,500 additional shares on May 21, 2026, and the company estimates net proceeds of about $296.8 million, with closing expected on May 22, 2026. The sale adds shares outstanding, which affects existing shareholders' ownership, and the proceeds are the company's own estimate.
Offering of 22,916,667 shares at $12.00 per share, under a May 20, 2026 Underwriting Agreement with Jefferies LLC and TD Securities (USA) LLC
Underwriters exercised in full their 30-day option for an additional 3,437,500 shares on May 21, 2026
Estimated net proceeds of approximately $296.8 million after underwriting discounts and offering expenses
Expected closing on May 22, 2026, subject to customary conditions
SEACOR Marine Holdings amended its 2024 credit agreement through a May 20, 2026 letter agreement, releasing $13.7 million from a restricted escrow account and cancelling $24.6 million of undrawn Tranche B commitments that had been reserved for two platform supply vessels. The company says the remaining escrow balance of $41.0 million will fully fund the remaining construction payments without additional Tranche B borrowing. The company also sold all five vessels held for sale for $46.5 million gross proceeds, leaving a fleet of 38 support vessels.
Letter agreement dated May 20, 2026 with lender affiliate of EnTrust Global modifies the 2024 Credit Agreement
$13.7 million released to SMFH from the escrow account; $24.6 million of undrawn Tranche B commitments cancelled
Escrow account holds $41.0 million after the release, to fund remaining payments for two PSVs due in Q4 2026 and Q1 2027
All five vessels held for sale, including two PSVs, one FSV and two liftboats, sold for $46.5 million gross as of May 20, 2026
Hims & Hers issued $402.5 million of senior unsecured convertible notes on May 21, 2026, under an indenture with U.S. Bank Trust Company as trustee. The notes do not bear regular interest and mature on June 1, 2032. Alongside the offering, the company paid approximately $36.7 million for capped call transactions meant to reduce potential dilution from conversions, but the notes add a $402.5 million debt obligation and could lead to issuance of up to 18,057,397 Class A shares.
$402.5 million aggregate principal of notes issued May 21, 2026, maturing June 1, 2032, with no regular interest.
Initial conversion price of approximately $29.53 per share; maximum of 18,057,397 Class A shares may be issued on conversion at the initial maximum conversion rate.
Capped call transactions cost approximately $36.7 million, with an initial cap price of approximately $50.15 per share, a 125.0% premium over the May 18, 2026 last reported sale price.
Bioventus disclosed that the FDA issued a final order on April 16, 2026 reclassifying non-invasive bone growth stimulators, including its Exogen Ultrasound Bone Healing System, from Class III to Class II devices. CMS also updated billing requirements and the Medicare fee schedule for these devices for dates of service on or after May 18, 2026, and the company reiterated its 2026 financial guidance, though it said further CMS changes could require a revised outlook.
FDA final order dated April 16, 2026 reclassified bone growth stimulators from Class III to Class II
CMS updated billing requirements and Medicare fee schedule under HCPCS codes E0747, E0748, and E0760 for dates of service on or after May 18, 2026
Bioventus does not presently expect reimbursement rate changes to have a material impact on 2026 results and reiterated its 2026 guidance
Future CMS changes to Exogen Medicare reimbursement rates could require a revised financial outlook
At its May 21, 2026 annual meeting, BankUnited shareholders approved an amended and restated 2023 Omnibus Equity Incentive Plan that raises the share pool by 1,500,000 shares to 2,301,549 and extends the plan's termination date to May 21, 2036. All nine director nominees were also elected, and the company's auditor ratification and say-on-pay proposals were voted on at the same meeting.
Equity plan approved; share reserve increased by 1,500,000 shares to 2,301,549 shares of common stock
Plan termination date extended from May 16, 2033 to May 21, 2036
Equity plan vote: 36,175,265 for, 23,906,092 against, 993,760 abstentions, 6,891,801 broker non-votes
All nine director nominees elected, including Tere Blanca and Sanjiv Sobti, Ph.D.
Tractor Supply entered into an amended and restated credit agreement on May 19, 2026, with Wells Fargo Bank as administrative agent, refinancing outstanding borrowings under its existing senior credit facility. The new facility is a five-year, unsecured revolver of up to $1.30 billion with an option to add up to $500.0 million more, which gives the company an updated borrowing arrangement with stated pricing, a leverage covenant and customary default terms.
Revolving credit facility of up to $1.30 billion, with a $75.0 million swingline sublimit and a $150.0 million letter of credit sublimit
Five-year term with two one-year extension options requested from lenders; option to add up to $500.0 million in revolver increases or term loans
Initial Term SOFR margin of 1.000%, with a leverage ratio covenant of not greater than 4.00 to 1.00
Agreement dated May 19, 2026, filed as Exhibit 10.1
Kontoor Brands agreed to sell its Lee brand business to Authentic Brands Group for up to $1 billion, including $750 million at closing and a $250 million earnout tied to Lee's future performance. The company says it plans to use proceeds for increased share repurchases under its $750 million authorization and voluntary term loan payments, with closing expected in the second half of 2026 subject to regulatory approvals.
Up to $1 billion total: $750 million initial transaction value plus a $250 million earnout opportunity in future years
Proceeds anticipated for share repurchases under the $750 million authorization and voluntary term loan payments
Closing expected in the second half of 2026, subject to required regulatory approvals and customary closing conditions
Board of Directors unanimously approved the transaction; Morgan Stanley is financial advisor
Kraft Heinz Foods Company, a subsidiary of The Kraft Heinz Company, issued €500 million of 3.500% notes due 2031 and €500 million of 3.950% notes due 2034 on May 21, 2026. The net proceeds are earmarked to buy back part of its 4.375% notes due 2046 and 4.875% notes due 2049 under a tender offer capped at $1.1 billion, excluding accrued interest. The filing shows the tender is being partly filled, with the 2046 notes accepted on a prorated basis and no 2049 notes accepted at the early tender stage.
Issued €500,000,000 of 3.500% senior notes due May 21, 2031 and €500,000,000 of 3.950% senior notes due May 21, 2034
Tender offer cap is $1,100,000,000 combined, excluding accrued and unpaid interest
Accepted $1,379,414,000 of 2046 notes, about 49.51% of those outstanding, at a proration factor of about 78.77%; no 2049 notes accepted
Early settlement on May 26, 2026; tender offer expires June 5, 2026
On May 21, 2026, The Charles Schwab Corporation issued $1.0 billion of 4.744% notes due 2030 and $1.25 billion of 5.493% notes due 2037, with net proceeds of about $2,236 million after underwriting discounts and expenses. The notes were sold under an underwriting agreement dated May 18, 2026, and are a debt financing rather than an equity issuance, so the filing does not indicate a direct change to share count.
Total principal: $2.25 billion across two tranches ($1.0 billion due 2030 at 4.744%; $1.25 billion due 2037 at 5.493%)
Net proceeds of approximately $2,236 million after underwriting discounts and estimated offering expenses
Issued under a Senior Indenture dated November 14, 2025 with The Bank of New York Mellon Trust Company, N.A. as trustee, and an offering led by BofA Securities, Citigroup, Goldman Sachs, J.P. Morgan and Wells Fargo Securities as representat
Onto Innovation issued $1.5 billion of 0.00% convertible senior notes maturing June 1, 2031, including a $200 million option that the initial purchasers exercised in full. The initial conversion price is about $381.80 per share, a premium of about 50% to the $254.53 share price on May 18, 2026, so conversion could dilute shareholders, and the company used part of the proceeds for a concurrent share repurchase and capped call transactions.
Issued $1.5 billion aggregate principal on May 21, 2026, including $200 million from the option exercised May 19, 2026
Notes carry no regular interest and mature June 1, 2031; initial conversion price is about $381.80 per share
About $205 million of proceeds is earmarked to repurchase about 0.8 million shares at $254.53 per share, with about $77.1 million used for capped calls
Hub Group received a Nasdaq notice that it is not in compliance with listing rules because it did not timely file its Form 10-Q for the quarter ended March 31, 2026, which follows its delayed 2025 Form 10-K. The notice has no immediate effect on the listing or trading of its Class A common stock, but the company is restating prior financial statements and must file its overdue reports by September 14, 2026 to avoid further listing action.
Nasdaq notice dated May 19, 2026 cites Listing Rule 5250(c)(1) for the late Q1 2026 Form 10-Q.
Nasdaq's exception period runs until September 14, 2026 for the company to regain compliance.
An updated compliance plan is due to Nasdaq by June 3, 2026.
Restatements cover 2024 and 2023 annual periods and the 2025 quarters ended March 31, June 30 and September 30.
Knife River appointed Peggy S. Rebstock, its current vice president of financial planning and analysis, as vice president, chief accounting officer and controller effective May 21, 2026, replacing Marney L. Kadrmas in that role. At the May 20, 2026 annual meeting, stockholders re-elected two Class III directors, approved the advisory vote on executive pay, and ratified Deloitte & Touche LLP as auditor for 2026.
Rebstock's annual base salary is $320,000, with a 50% target annual cash incentive for the 2026 plan year, prorated for her new role.
Kadrmas was named senior vice president of financial strategy, effective May 21, 2026.
Karen B. Fagg and Brian R. Gray were elected; Fagg received 44,894,087 votes for and Gray received 47,091,577.
Deloitte & Touche LLP was ratified as independent registered public accounting firm for 2026 with 49,836,805 votes for.
Cohen & Steers, Inc. appointed Amit Muni as Executive Vice President and Chief Financial Officer, effective June 8, 2026, succeeding interim CFO Michael Donohue. Muni most recently served as CFO of CI Financial Corp. and previously held the same role at WisdomTree, and the filing sets out a guaranteed bonus and an equity award tied to forfeited compensation from his former employer.
Amit Muni becomes EVP and CFO effective June 8, 2026, reporting to CEO Joseph Harvey
Muni's letter agreement provides a $450,000 annual base salary and minimum annual bonuses of $2,050,000 for each of 2026 and 2027
Muni receives RSUs valued at $860,000 at grant to offset forfeited equity from his former employer
Michael Donohue, interim CFO since October 17, 2025, will serve as interim CFO until June 8, 2026, then continue as Controller
At its annual meeting on May 20, 2026, ClearPoint Neuro stockholders approved the Seventh Amended and Restated 2013 Incentive Compensation Plan, elected seven directors to serve until the 2027 annual meeting, and ratified Cherry Bekaert LLP as auditor for 2026. The Board also confirmed R. John Fletcher as Chairman and set new committee memberships, so shareholders now have the plan's terms and an updated board structure in place.
Incentive plan approved with 7,517,634 votes for, 1,793,261 against and 495,788 abstentions.
All seven director nominees elected; Joseph M. Burnett received 9,686,224 votes for and 120,459 withheld.
Advisory vote on executive compensation: 8,825,126 for, 442,728 against and 538,829 abstentions.
R. John Fletcher confirmed as Board Chairman; Lynnette C. Fallon chairs the Audit Committee and B. Kristine Johnson chairs the Compensation Committee.
On May 18, 2026, Victory Capital entered into a Seventh Amendment to its credit agreement with Bank of America, N.A. as administrative agent, refinancing existing term loans with repriced term loans. The new loans carry interest at SOFR plus 1.75% or an alternate base rate plus 0.75%, and otherwise have substantially similar terms. The filing does not state the loan amounts or the rates on the prior loans, so the size of any savings to shareholders cannot be determined from this document.
Agreement dated May 18, 2026, amends the Credit Agreement originally dated July 1, 2019
Repriced term loans bear interest at SOFR plus 1.75% or alternate base rate plus 0.75%, at the company's option
Other terms remain substantially similar to the existing term loans
GATX amended its five-year credit agreement on May 21, 2026, extending the termination date by one year to May 21, 2031. The amendment also lowers the margins on revolving loans and the facility fee, with pricing tied to the company's public credit rating, which can reduce borrowing costs and extend the availability of its credit line.
Termination date extended from May 21, 2030 to May 21, 2031
SOFR-based margins set at 80.5 to 130 basis points, grid tied to public credit rating
Facility fee set at 7 to 20 basis points, grid tied to public credit rating
Amendment among GATX, Citibank, N.A. as administrative agent, and participating lenders
Omega Healthcare Investors said its board approved planned leadership changes. President Matthew Gourmand will succeed C. Taylor Pickett as chief executive on October 1, 2026, and Chief Accounting Officer Neal Ballew will succeed Robert Stephenson as chief financial officer on August 1, 2026. The filing cites retirement plans and long-term succession planning, and it reports no financial results.
Matthew Gourmand, President since January 1, 2025, becomes CEO effective October 1, 2026, and is to join the board; Pickett leaves the board on that date.
Neal Ballew, Chief Accounting Officer since August 2020, becomes CFO effective August 1, 2026; Lucas Golem becomes Chief Accounting Officer.
Pickett will receive a consulting fee of $20,000 per month through October 1, 2027; Stephenson will receive $12,000 per month through August 1, 2027.
Copart reported results for the third quarter of fiscal 2026, ended April 30, 2026. Revenue rose 2.1% to $1.2 billion and diluted earnings per share rose to $0.43 from $0.42, but net income attributable to Copart fell $4.2 million to $402.4 million. For shareholders, the quarter shows higher sales and per-share earnings, while lower net income and a 0.2% nine-month revenue decline are the less favorable results.
Q3 revenue was $1.2 billion, up $25.4 million, or 2.1%, from the same period last year.
Net income attributable to Copart was $402.4 million, down $4.2 million, or 1.0%.
Diluted EPS was $0.43 versus $0.42 a year earlier, an increase of 2.4%.
For the nine months, revenue was $3.5 billion, down 0.2%, and the company repurchased $1.6 billion of common stock.
Flowers Foods reported first-quarter 2026 results for the 16 weeks ended April 25, 2026. Net sales rose 1.1% to $1.572 billion, but net income fell 20.6% to $42.1 million, and the company reset its annual dividend rate to $0.50 per share while reaffirming its 2026 adjusted EPS outlook of $0.80 to $0.90.
Net sales rose 1.1% to $1.572 billion, helped by the Simple Mills acquisition and pricing/mix, while volume fell 3.3%.
Net income fell 20.6% to $42.1 million; adjusted diluted EPS fell to $0.29 from $0.35.
Quarterly dividend of $0.1250 per share, payable June 26, 2026, to shareholders of record June 12, 2026.
Fiscal 2026 guidance was reaffirmed, including adjusted diluted EPS of approximately $0.80 to $0.90.
Erie Indemnity announced that Executive Vice President and Chief Financial Officer Julie M. Pelkowski will retire at the end of 2026. The filing states there was no disagreement or dispute behind her decision, and it does not name a successor or report any financial results.
Julie M. Pelkowski will retire as EVP and Chief Financial Officer at the end of 2026.
Pelkowski has worked at the company for more than 25 years and has been CFO since 2023.
The filing states no disagreement or dispute led to her retirement decision.
Take-Two reported fourth quarter and fiscal 2026 results for the period ended March 31, 2026. GAAP net revenue rose in the quarter and for the full year, and the fiscal 2026 net loss narrowed to $298.2 million from $4.48 billion, a year that included a $3,545.2 million goodwill impairment. The initial fiscal 2027 outlook projects net bookings of $8.0 to $8.2 billion and GAAP net revenue of $7.9 to $8.1 billion, though the company expects a net loss of $(42) to $(27) million in the June 2026 quarter.
Fourth quarter net bookings were $1.58 billion, flat year over year and above the company's guidance range; GAAP net revenue was $1.68 billion versus $1.58 billion a year earlier.
Fourth quarter GAAP net loss was $59.5 million, or $0.32 per share, versus $3,726.2 million, or $21.08 per share, a year earlier.
Fiscal 2026 net bookings grew 19% to $6.72 billion; GAAP net loss was $298.2 million, or $1.62 per share, versus $4.48 billion, or $25.58 per share.
Fiscal 2027 outlook includes net bookings of $8.0 to $8.2 billion and diluted net income per share of $0.55 to $0.75; Grand Theft Auto VI is scheduled for November 19, 2026.
Sterling Infrastructure's board approved an amendment extending CEO Joseph A. Cutillo's employment agreement from January 1, 2027 to December 31, 2027, and granted him 40,000 restricted stock units tied to that extension. The grant vests on the earlier of successful onboarding of a successor CEO or Cutillo's continued employment through December 31, 2027, with accelerated vesting on a change of control, death, disability, termination without cause, or resignation for good reason.
CEO Joseph A. Cutillo's employment extended from January 1, 2027 through December 31, 2027
Special Grant of 40,000 restricted stock units approved May 20, 2026
Units vest on the earlier of successor CEO onboarding (as determined by the Board) or continued employment through December 31, 2027
Full agreement terms to be filed as exhibits to the Form 10-Q for the quarter ended June 30, 2026
Deckers reported fiscal 2026 net sales up 9.8% to $5.472 billion and diluted EPS up 11% to $7.02, and guided fiscal 2027 diluted EPS to $7.30 to $7.45. The board also raised the share repurchase authorization by $3.5 billion, bringing the total to approximately $5 billion, and the company gave a multi-year framework through fiscal 2030.
Fiscal 2026 net sales rose 9.8% to $5.472 billion; diluted EPS rose to $7.02 from $6.33.
Fourth-quarter net sales rose 9.6% to $1.119 billion, but diluted EPS was $0.96 versus $1.00 a year earlier.
Fiscal 2027 outlook: net sales of $5.86 billion to $5.91 billion and diluted EPS of $7.30 to $7.45.
Repurchase authorization increased by $3.5 billion to approximately $5 billion; the company had no outstanding borrowings at March 31, 2026.
Lumen Technologies' indirect subsidiary Level 3 Financing completed a $1.00 billion offering of 7.500% Senior Notes due 2037 on May 21, 2026, and used part of the proceeds to buy back certain of its unsecured notes through concurrent tender offers. The new debt adds to the company's borrowing obligations, with interest payable semiannually starting February 15, 2027.
Offering size: $1.00 billion aggregate principal of 7.500% Senior Notes due 2037, sold to qualified institutional buyers under Rule 144A and non-U.S. persons under Regulation S
Proceeds partly used to fund purchases of certain unsecured notes through concurrent tender offers, plus fees and expenses
Interest accrues from May 21, 2026, payable February 15 and August 15, first payment February 15, 2027
Optional redemption at make-whole premium before August 15, 2031; change of control offer at 101% of principal
Workday reported fiscal 2027 first-quarter total revenue of $2.542 billion, up 13.5%, and GAAP diluted earnings of $0.87 per share, up from $0.25 a year earlier, when restructuring expenses of $166 million weighed on results. The company reiterated its fiscal 2027 subscription revenue outlook of $9.925 billion to $9.950 billion and raised its non-GAAP operating margin guidance to 30.5%, which matters to shareholders because it signals higher expected profitability for the full year.
Total revenues were $2.542 billion, up 13.5%; subscription revenues were $2.354 billion, up 14.3%.
GAAP operating income was $338 million, compared with $39 million a year earlier; non-GAAP operating income was $809 million, or 31.8% of revenues.
Workday repurchased about 12.0 million Class A shares for $1.6 billion in the quarter.
Fiscal 2027 non-GAAP operating margin guidance was raised to 30.5%; second-quarter subscription revenue is guided to $2.455 billion.
Ross Stores reported first quarter fiscal 2026 sales up 21% to $6.0 billion and diluted earnings per share of $2.02, up 37% and well above its guidance of $1.60 to $1.67. The company raised its fiscal 2026 earnings per share outlook to $7.50 to $7.74 and expects second quarter earnings per share of $1.85 to $1.93.
Q1 comparable store sales rose 17%; operating margin was 13.4% versus a plan of 11.8% to 12.1%
Q1 net income was $650 million, up from $479 million a year earlier
Fiscal 2026 EPS outlook raised to $7.50 to $7.74, versus $6.61 in fiscal 2025
Q1 share repurchases totaled $319 million; the company remains on track to buy back $1.275 billion in fiscal 2026
Research Alliance Corporation III, a blank check company, completed its initial public offering of 7,500,000 Class A ordinary shares at $10.00 per share on May 21, 2026, for gross proceeds of $75,000,000 before underwriting discounts and offering expenses. The full $75,000,000 of net proceeds from the IPO and private placement, including a $2,250,000 deferred underwriter commission, was deposited in a trust account for public shareholders, and the company's letter agreements contemplate liquidation if a business combination is not completed within 24 months of the IPO closing.
IPO of 7,500,000 Class A ordinary shares at $10.00 per share, with gross proceeds of $75,000,000, consummated May 21, 2026
$75,000,000 deposited in trust account with Continental Stock Transfer & Trust Company as trustee, including a $2,250,000 deferred underwriter commission
Sponsor bought 275,000 private placement shares at $10.00 per share for $2,750,000, with transfer restrictions until 30 days after an initial business combination
Michael F. MacLean and Timothy J. Miller joined the board on May 19, 2026; MacLean chairs the Audit Committee and Miller chairs the Nominating and Compensation committees
Hovnanian reported preliminary fiscal second-quarter 2026 results for the period ended April 30, 2026, with revenue of $667.6 million, down from $686.5 million a year earlier. The company posted a net loss of $0.6 million, compared with net income of $19.7 million in the prior-year quarter, as homebuilding margins fell. It also issued third-quarter guidance, which points to revenue of $650 million to $750 million and adjusted EBITDA of $30 million to $40 million.
Q2 revenue of $667.6 million, versus $686.5 million a year earlier; the company said this was within its guidance range.
Net loss of $0.6 million, or $0.46 per diluted share, versus net income of $19.7 million, or $2.43 per diluted share, a year earlier.
Homebuilding gross margin percentage, after cost of sales interest and land charges, was 10.2%, versus 13.8% a year earlier.
Third-quarter fiscal 2026 guidance: total revenues of $650 million to $750 million and adjusted EBITDA of $30 million to $40 million.
On May 18, 2026, Amanat Acquisition Corp. completed its initial public offering of 7,500,000 Class A ordinary shares at $10.00 per share, for gross proceeds of $75 million, and sold 300,000 private placement shares to its sponsor for $3 million. The filing says $75 million from the IPO and private placement was placed in a trust account, and the trust funds generally cannot be released until a business combination is completed or public shares are redeemed, including if no business combination is completed within 24 months of the IPO closing.
IPO: 7,500,000 Class A ordinary shares at $10.00 per share, $75 million in gross proceeds, consummated May 18, 2026; underwriter Leerink Partners LLC holds a 45-day option for up to 1,125,000 additional shares
Private placement: 300,000 shares sold to Amanat Sponsor Holdings LLC at $10.00 per share, generating $3 million
Trust account: $75 million held by Continental Stock Transfer & Trust Company; redemption deadline is 24 months from the IPO closing
Board: Rakhi Kumar, Brad Middlekauff and Patrick Crutcher appointed independent directors on May 18, 2026
Williams-Sonoma reported first-quarter 2026 results for the period ended May 3, 2026, with net revenues of $1.81 billion, up from $1.73 billion a year earlier, and diluted EPS of $1.93, up from $1.85. Operating margin fell to 16.2% from 16.8%, and the company reiterated its fiscal 2026 guidance, which it says assumes elevated oil prices and tariffs front-loaded in the first half. The results are preliminary until the company files its Form 10-Q.
Net revenues of $1.81 billion vs. $1.73 billion in the first quarter of 2025; comparable brand revenue up 4.8%
Diluted EPS of $1.93 vs. $1.85; operating margin of 16.2% vs. 16.8%
Fiscal 2026 guidance reiterated: net revenue growth of 2.7% to 6.7% and operating margin of 17.5% to 18.1%
Returned $373 million to stockholders in the quarter, including $288 million in stock repurchases
Ralph Lauren reported fourth-quarter and full-year fiscal 2026 results that the company said were ahead of its expectations, with fourth-quarter revenue up 17% to $2.0 billion and reported earnings per diluted share of $2.45, compared with $2.03 a year earlier. The company also gave a preliminary fiscal 2027 outlook calling for constant-currency revenue growth of about 4% to 5% and higher operating margin, and its board approved a 10% increase in the quarterly dividend to $1.00 per share.
Q4 fiscal 2026 reported EPS $2.45 vs $2.03 a year earlier; adjusted EPS $2.80 vs $2.27
Full-year fiscal 2026 revenue rose 15% to $8.1 billion on a reported basis; reported EPS $15.11 vs $11.61
Preliminary fiscal 2027 outlook: constant-currency revenue growth centered around 4% to 5%, operating margin up about 40 to 60 basis points
Quarterly dividend raised 10% to $1.00 per share, payable July 10, 2026 to holders of record on June 26, 2026
HawkEye 360 entered a new $125.0 million senior secured revolving credit facility maturing May 19, 2031, with Bank of America, N.A. as administrative agent. The company used the proceeds environment of this facility to repay in full its Silicon Valley Bank senior term loan and First-Citizens mezzanine loan, which terminated those commitments and released related security interests. The filing gives no amount drawn under the new facility, so shareholders can see the debt terms but not yet how much new borrowing the company has taken on.
New $125.0 million senior secured revolving credit facility dated May 19, 2026, maturing May 19, 2031
Loans priced at Term SOFR plus 2.25% to 3.00%, or an alternate base rate plus 1.25% to 2.00%, based on Total Net Leverage Ratio
Financial covenants include maximum Total Net Leverage Ratio of 3.50:1.00 stepping down to 3.00:1.00, and minimum Interest Coverage Ratio of 3.00:1.00
On May 18, 2026, the company repaid in full its Silicon Valley Bank senior term loan and First-Citizens mezzanine loan
At its May 21, 2026 Annual General Meeting, Aebi Schmidt shareholders approved all proposals put forward by the Board, including a new Equity Incentive Plan with 3,500,000 shares available for awards and the election of Group CEO Barend Fruithof as Board Chair. The Board also declared a quarterly dividend of $0.025 per share, payable June 25, 2026, which shareholders of record on June 5, 2026 will receive.
Shareholders approved the Aebi Schmidt Equity Incentive Plan with 67,435,651 votes for (98.81%), covering up to 3,500,000 shares of common stock
Barend Fruithof was elected Chair of the Board with 84.39% of votes for; he currently serves as Group CEO
Board declared a quarterly dividend of $0.025 per share, payable June 25, 2026 to holders of record on June 5, 2026
Shareholders also approved the fiscal 2025 financial statements (99.94% for) and an annual dividend of up to $0.10 per share
Matthew J. Peterson, Executive Vice President and President of Behavioral Health, submitted his resignation on May 18, 2026, effective June 19, 2026, to pursue an external career opportunity. CEO Marc D. Miller will take interim responsibility for the Behavioral Health Care Division, and the company says it will immediately start a search for a permanent replacement.
Resignation submitted May 18, 2026; effective June 19, 2026
Peterson's unvested stock options, restricted stock units and performance-based restricted stock units terminate on the effective date
Marc D. Miller, CEO and President, takes interim charge of the Behavioral Health Care Division, working with its Senior Vice Presidents
The filing reports a May 20, 2026 merger agreement under which AvalonBay Communities would combine with Equity Residential in an all-stock merger of equals. The filing names Equity Residential and AvalonBay throughout and does not mention VIVMARK RESIDENTIAL or ticker VMRK, so the filer identity should be verified before relying on this summary. For shareholders, the deal would convert each AvalonBay share into 2.793 Equity Residential shares, with closing expected in the second half of 2026.
Each AvalonBay common share would convert into 2.793 Equity Residential common shares at the effective time of the merger.
AvalonBay shareholders would own about 51.2% and Equity Residential shareholders about 48.8% of the combined company on a fully diluted basis.
Closing is expected in the second half of 2026, subject to shareholder approval by both companies and other customary conditions.
Stephen E. Sterrett would become chairman and Benjamin W. Schall would become chief executive officer of the combined company; Mark J. Parrell would retire at closing.
Advanced Drainage Systems reported unaudited fourth-quarter and fiscal 2026 results for the period ended March 31, 2026. Fourth-quarter net sales rose 9.9% to $676.8 million, but net income from continuing operations fell 54.1% to $35.2 million, which the company attributed mainly to acquisition-related costs and restructuring expenses. The company also issued fiscal 2027 targets of $3.350 billion to $3.550 billion in net sales and $1.0 billion to $1.050 billion in Adjusted EBITDA, and its board declared a $0.20 per share cash dividend.
Q4 net sales rose $61.0 million, or 9.9%, to $676.8 million; the NDS acquisition contributed $48.8 million, and stormwater sales rose 2% on an organic basis.
Q4 diluted EPS from continuing operations was $0.43, down from $0.99; adjusted EPS rose 3.9% to $1.07.
Fiscal 2027 targets: net sales of $3.350 billion to $3.550 billion and Adjusted EBITDA of $1.0 billion to $1.050 billion, compared with fiscal 2026 net sales of $3,050.4 million.
Board approved a $0.20 per share cash dividend, payable June 15, 2026, to stockholders of record at the close of business on June 1, 2026.
Hemab Therapeutics reported a first quarter 2026 net loss of $22.7 million, or $23.98 per share, up from $15.3 million, or $16.18 per share, a year earlier, as research and development spending rose. The company completed an upsized IPO in May 2026 at $18.00 per share, raising gross proceeds of $346.7 million, and says its cash and the expected net proceeds of about $317.2 million will fund operations into 2029.
Q1 2026 net loss was $22.7 million, or $23.98 per share, versus $15.3 million, or $16.18 per share, in Q1 2025
Research and development expenses rose to $19.5 million from $14.1 million; general and administrative expenses rose to $4.2 million from $2.5 million
Cash, cash equivalents and marketable securities were $163.5 million at March 31, 2026, down from $185.5 million at December 31, 2025
IPO of 19,262,500 shares at $18.00 per share raised gross proceeds of $346.7 million; common stock began trading on Nasdaq as COAG
S&P Global's board approved the previously announced separation of its Mobility division. Shareholders of record on June 15, 2026 will receive one share of the new, independent Mobility Global Inc. for each SPGI share held, and S&P Global will keep no ownership interest in Mobility Global. The distribution is expected to take effect at 12:01 a.m. New York time on July 1, 2026, subject to customary conditions, including an effective Form 10 registration statement.
Record date is June 15, 2026; ratio is one Mobility Global share for each S&P Global share held at the close of business
Distribution is expected to be effective at 12:01 a.m. New York City time on July 1, 2026
Shares of S&P Global trade with and without the distribution from about June 26 through June 30, 2026; Mobility Global is expected to list on the NYSE as MBGL
The filing gives no financial figures for Mobility or the separation
Hamilton Lane reported fourth-quarter fiscal 2026 GAAP net income attributable to the company of $66.2 million, up 31% from a year earlier, and diluted EPS of $1.57, up 28%. Quarterly total revenues fell 2% to $193.6 million because incentive fees dropped 45%, while full-year revenues rose 6% to $759.0 million and full-year net income attributable rose 15% to $249.2 million. The board also raised the stock repurchase authorization to $100 million and the company declared a $0.60 quarterly dividend.
Q4 net income attributable to Hamilton Lane: $66.2 million, up 31%; diluted EPS $1.57, up 28%
Q4 total revenues $193.6 million, down 2%; incentive fees $38.4 million, down 45%
FY2026 total revenues $759.0 million, up 6%; management and advisory fees $584.2 million, up 14%
Board increased stock repurchase authorization to $100 million; quarterly dividend $0.60 payable July 7, 2026
Walmart reported first-quarter fiscal 2027 results for the three months ended April 30, 2026, with revenue of $177.8 billion, up 7.3%, and GAAP diluted earnings per share of $0.67, up from $0.56 a year earlier. The company issued second-quarter guidance calling for adjusted EPS of $0.72 to $0.74 and said its fiscal 2027 outlook is unchanged, which gives shareholders updated near-term expectations.
Revenue $177.8 billion, up 7.3% (5.9% in constant currency); operating income up 5.0% to $7.5 billion, with higher fuel costs in distribution and fulfillment reducing operating income growth by 250 basis points
Adjusted EPS of $0.66 for the quarter, excluding a $0.02 net gain on equity and other investments and $0.01 of business reorganization charges
Q2 guidance: net sales (cc) up 4.0% to 5.0%, operating income (cc) up 7.0% to 10.0%, adjusted EPS $0.72 to $0.74 versus $0.68 in Q2 FY26
Fiscal 2027 guidance unchanged from February 19, 2026, including adjusted EPS of $2.75 to $2.85
Ford redeemed its membership interest in BlueOval SK and took on the Kentucky battery plant assets and the related $3,805,040,000 DOE promissory note, which it had previously guaranteed at 50%. The deal ended Ford's obligation to contribute up to $6.6 billion of capital to the joint venture over a five-year period ending in 2026, which shifts both funding and debt exposure onto Ford's balance sheet.
Closing occurred May 20, 2026; Ford's BlueOval SK interest was redeemed and its up to $6.6 billion capital requirement was terminated.
Ford's wholly owned subsidiary Ford Energy Battery LLC acquired BOSK's two Kentucky battery plants, subject to existing DOE liens.
Ford assumed the $3,805,040,000 DOE promissory note at a 4.814% annual rate, with interest-only payments through January 15, 2030 and final maturity July 15, 2040.
The loan includes a liquidity covenant requiring Available Liquidity of at least $4,000,000,000.
Advance Auto Parts reported first-quarter 2026 results for the period ended April 25, 2026, with net sales of $2.6 billion, up slightly from $2.6 billion a year earlier, and comparable store sales up 3.5%. GAAP operating income was $69 million, compared with an operating loss of $131 million a year earlier, and the company reaffirmed its full-year 2026 guidance.
Q1 2026 GAAP diluted EPS was $0.39 versus $0.40 a year earlier; adjusted diluted EPS was $0.77 versus a loss of $(0.22).
Q1 2026 GAAP operating income was $69 million, or 2.6% of net sales, versus an operating loss of $131 million in Q1 2025.
Full-year 2026 guidance was reaffirmed, including adjusted diluted EPS of $2.40 to $3.10 and comparable store sales growth of 1.00% to 2.00%.
The board declared a regular quarterly dividend of $0.25 per share, payable July 24, 2026 to holders of record as of July 10, 2026.
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