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.
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
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
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.
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.
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
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
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
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.
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.