1,274 material Form 8-K filings that 971 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).
Ares Holdings L.P. and certain Ares Management subsidiaries signed Amendment No. 14 to the company's credit agreement on May 21, 2026. The amendment extends the facility's maturity to May 21, 2031 and raises revolver commitments to $2.5 billion, with an uncommitted accordion feature up to $3.0 billion total. The filing describes this as a change to the borrowing terms, with no new obligation amount beyond the revolver commitments.
Maturity extended to May 21, 2031
Revolver commitments increased to $2.5 billion; uncommitted accordion up to $3.0 billion total facility size
Credit spread adjustment for Term SOFR removed; covenant restrictions and events of default modified
Amendment dated May 21, 2026, with JPMorgan Chase Bank, N.A. as agent
Director Gideon Yu resigned from the Hanmi Financial and Hanmi Bank boards effective immediately on May 22, 2026, before the annual meeting, so he did not stand for reelection. At the May 27, 2026 meeting, stockholders elected ten board nominees, approved the advisory executive compensation vote, approved the 2026 Employee Stock Purchase Plan, and ratified Crowe LLP as the independent auditor for fiscal 2026.
Gideon Yu resigned from both boards effective May 22, 2026; the filing says the resignation was not due to any disagreement with the company.
Yu had been nominated for reelection in the April 15, 2026 proxy statement; because he resigned before the meeting, votes relating to his election were disregarded.
Stockholders approved the 2026 Employee Stock Purchase Plan with 24,886,127 votes for and 12,400 against.
Stockholders ratified Crowe LLP as auditor for the fiscal year ending December 31, 2026, with 26,350,596 votes for and 68,179 against.
On May 27, 2026, Alamo Group Inc. entered into a Fourth Amended and Restated Credit Agreement with Bank of America, N.A. as administrative agent, allowing borrowings of up to $602,500,000. The company has already borrowed $202,500,000 under a term facility, and up to $400,000,000 is available under a revolving facility, with both expiring May 27, 2031. The agreement adds direct debt obligations that carry interest at variable rates and require the company to meet a maximum net leverage ratio and a minimum fixed charge coverage ratio.
Total availability up to $602,500,000; $202,500,000 already borrowed under the term facility
Up to $400,000,000 available under the revolving facility, with commitment fees of 0.125% to 0.30% on unused amounts
Term facility requires equal quarterly principal payments of $1,265,625; facilities expire May 27, 2031
Interest at Term SOFR or base rate plus a margin of 1.25% to 2.25% for SOFR borrowings, based on net leverage
Hormel reported fiscal second-quarter 2026 net sales of $2.97 billion, up 2.5% from a year earlier, but GAAP operating income fell to $217 million from $248 million and GAAP diluted EPS was $0.29 versus $0.33. The company lowered its fiscal 2026 GAAP diluted EPS guidance to $1.28 to $1.37 from $1.37 to $1.46, reflecting the $61 million loss on the whole-bird turkey sale, while reaffirming adjusted diluted EPS guidance of $1.43 to $1.51.
Q2 net sales $2.97 billion, up 2.5%; organic net sales up 3%
Q2 GAAP diluted EPS $0.29 vs $0.33 a year earlier; adjusted diluted EPS $0.40 vs $0.35
Fiscal 2026 GAAP diluted EPS guidance cut to $1.28 to $1.37 from $1.37 to $1.46; adjusted EPS guidance reaffirmed at $1.43 to $1.51
Loss on the whole-bird turkey business sale, including transaction costs, was $61 million in the quarter
Six Flags Entertainment Corporation said it appointed Ash Walia as Chief Financial Officer, effective June 17, 2026, succeeding interim CFO Dave Hoffman, who has held the interim role since May 8, 2026 and will remain Chief Accounting Officer. Walia previously served as CFO of Hot Topic since 2021 and of 99 Cents Only Stores, and the filing sets out his pay and severance terms, which shareholders can review in the filing.
Employment agreement dated May 21, 2026, with a three-year initial term and automatic one-year renewals
Base salary of $690,000, with a target annual incentive of 100% of base salary
Initial restricted stock unit award valued at $1,250,000, vesting in equal thirds over three years
Severance if terminated without Cause or for Good Reason: two times base salary plus target annual incentive, payable in installments
On May 26, 2026, Teleflex and certain subsidiaries entered into a new credit agreement that refinances their existing Third Amended and Restated Credit Agreement dated November 4, 2022. The new agreement includes a five-year $1.0 billion revolving credit facility, a $500 million term A-1 loan and a $700 million term A-2 loan, and is secured by substantially all assets. The filing states the company must keep its total net leverage ratio at or below 4.50 to 1.00 and its interest coverage ratio at or above 3.00 to 1.00.
Five-year revolving credit facility of $1.0 billion, plus a $500 million term A-1 loan maturing May 26, 2031 and a $700 million term A-2 loan maturing May 26, 2028.
Loans bear interest at Term SOFR plus 1.125% to 2.00%, or an alternate base rate plus 0.125% to 1.00%, adjusted based on net leverage or corporate family rating.
Covenants require a maximum total net leverage ratio of 4.50 to 1.00 and a minimum interest coverage ratio of 3.00 to 1.00.
Obligations are guaranteed by substantially all material domestic subsidiaries and secured by a lien on substantially all assets.
National HealthCare entered a credit agreement on May 26, 2026, providing a $475.0 million senior unsecured term loan and a $50.0 million revolving credit facility. The company expects to draw the full term loan to help fund its purchase of assets and real property from National Health Investors, with closing currently anticipated on or around July 1, 2026. The filing does not report earnings, so shareholders can weigh the new debt against the acquisition's size and the stated closing conditions.
Term loan of $475.0 million and revolving facility of $50.0 million, both maturing five years after the Funding Date
Proceeds expected to help fund the Transaction with National Health Investors under an April 21, 2026 purchase agreement
Commitments terminate automatically if the Funding Date has not occurred by August 31, 2026
Existing credit agreement with Bank of America to be repaid in full at initial funding; no amounts were outstanding as of March 31, 2026
JPMorgan Chase said it will redeem all 200,000 outstanding shares of its 3.65% Fixed-Rate Reset Non-Cumulative Preferred Stock, Series KK, on June 1, 2026, under the optional redemption provisions of the governing documents. The shares are represented by 2,000,000 depositary shares, and holders will receive the redemption price of $10,000 per share ($1,000 per depositary share). June 1, 2026 is also the final dividend payment date for the series, so holders of these depositary shares will receive their last scheduled dividend when the redemption is paid.
200,000 Series KK preferred shares, represented by 2,000,000 depositary shares, will be redeemed on June 1, 2026
Redemption price is $10,000 per preferred share, equivalent to $1,000 per depositary share
June 1, 2026 is the final dividend payment date; the dividend record date is May 4, 2026
Payment is made through Computershare Inc., as Depositary, upon surrender of depositary receipts
On May 21, 2026, Radian stockholders approved the 2026 Equity Compensation Plan, which is described in the proxy statement filed April 2, 2026. The same day, the Compensation and Human Capital Management Committee granted annual long-term incentive awards to executive officers, with most of each award tied to performance. The filing shows how executive pay is linked to the company's book value per share growth and relative stock performance.
Stockholders approved the 2026 Equity Compensation Plan on May 21, 2026.
CEO Richard G. Thornberry received a target of 114,730 performance-based RSUs and 75,250 time-based RSUs.
Performance RSUs vest May 25, 2029, paying 0% to 200% of target based on cumulative LTI book value per share growth, with 100% at a 35% target.
Daniel Kobell, Senior EVP and interim Chief Financial Officer, received 20,490 performance-based RSUs and 13,440 time-based RSUs.
Effective June 1, 2026, Alnylam expanded its board from ten to eleven members and elected Benjamin F. Cravatt, Ph.D. to fill the new seat. At its annual meeting, stockholders re-elected three Class I directors and approved executive pay in a non-binding vote, though one director's support was notably lower than the others.
Dr. Cravatt receives a $75,000 annual cash retainer and a stock option with a $600,000 grant date fair value.
Stuart A. Arbuckle, Yvonne L. Greenstreet, M.D., and Elliott Sigal, M.D., Ph.D. were re-elected as Class I directors to serve until the 2029 annual meeting.
Stockholders approved executive compensation with 111,772,389 votes for and 8,552,534 against.
PricewaterhouseCoopers LLP was ratified as independent auditor for fiscal 2026 with 119,847,735 votes for.
lululemon entered into a Cooperation Agreement dated May 26, 2026, with founder Dennis J. "Chip" Wilson, who owns approximately 8.7% of its common stock. Laura Gentile and Marc Maurer will join the board after the 2026 annual meeting, another apparel-focused director is to be appointed by October 1, 2026, and the company will recommend a vote for Wilson's proposal to declassify the board.
Cooperation Agreement dated May 26, 2026, with Chip Wilson, who owns approximately 8.7% of outstanding common stock
Laura Gentile and Marc Maurer to join the board effective after the 2026 annual meeting; an additional independent apparel director to be appointed by October 1, 2026
Company will recommend a vote for Wilson's board declassification proposal at the 2026 annual meeting, with full declassification sought at the 2027 meeting, effective for the 2028 meeting
Wilson agreed to standstill and non-disparagement provisions for approximately 18 months, until 30 days before the 2028 nomination deadline
Unitil Corporation signed Amendment No. 3 on May 25, 2026, to its purchase agreement for Aquarion Water Authority's water utility subsidiaries. The amendment moves the agreement's termination date from May 25, 2026 to June 30, 2026, which is the third extension of that date. The filing does not describe other changes, so the deal's status and terms are otherwise unchanged.
Amendment No. 3 dated May 25, 2026 changes the Termination Date in Section 8.1(d) from May 25, 2026 to June 30, 2026.
The deal covers all outstanding shares of Aquarion Water Company of Massachusetts, Aquarion Water Company of New Hampshire, and Abenaki Water Co., Inc.
Prior amendments moved the date from January 23, 2026 to February 23, 2026, then to May 25, 2026.
Except for the termination date, the purchase agreement remains unchanged.
Zurn Elkay Water Solutions promoted Chief Financial Officer David Pauli to Chief Operating Officer and named Dan Klun as CFO, both effective immediately. The company also said its second-quarter results are tracking in line with its expectations, but it gave no figures and will provide details on the quarter and second-half outlook during a late-July earnings call.
Dan Klun, 51, promoted to CFO effective immediately; he joined the company in 2005 and was most recently Vice President, Finance since 2017.
David Pauli, 44, moved from CFO to COO effective immediately; he has served as CFO since 2024 and will oversee operations, supply chain and IT.
CEO Todd Adams said second-quarter results are tracking very much in line, with one month left in the quarter.
Full second-quarter results and second-half outlook are expected on an earnings call in late July.
Solventum's Talent Committee approved a new Executive Severance Plan on May 21, 2026, effective June 1, 2026, replacing the prior plan from April 1, 2024. The filing says the new plan changes severance terms for executives, including a lump-sum COBRA payment for the CEO and direct reports, and provides for forfeiture of certain post-effective date equity awards.
Plan adopted May 21, 2026 by the Talent Committee of the Board, effective June 1, 2026, replacing the Prior Plan effective April 1, 2024
CEO direct reports generally receive 12 months of base salary plus prorated incentive pay; executives eligible for 18 months keep that amount for two years
CEO and direct reports receive a lump-sum payment equal to COBRA premiums for the severance period
Salesforce reported first-quarter fiscal 2027 results for the quarter ended April 30, 2026, with revenue of $11.1 billion, up 13% from a year earlier, and GAAP diluted earnings per share of $2.42, up 52%. The company raised the midpoint of its full-year revenue guidance, but interest expense rose to $317 million from $68 million as it funded a $25 billion accelerated share repurchase with debt. Shareholders received $27.5 billion in total returns in the quarter, including $27.1 billion in share repurchases.
Q1 revenue of $11.1 billion, up 13% year over year, including a $444 million Informatica contribution
GAAP diluted EPS of $2.42, up 52%; non-GAAP diluted EPS of $3.88, up 50%
Full-year FY27 revenue guidance midpoint raised to a range of $45.9 billion to $46.2 billion, up 11% year over year
$25 billion accelerated share repurchase with 103 million shares delivered upfront; operating cash flow of $6.7 billion, up 3%
HP reported fiscal 2026 second-quarter results on May 27, 2026, with net revenue of $14.4 billion, up 9.0%, and non-GAAP diluted EPS of $0.86, up 21.1%. GAAP diluted EPS of $0.49 was below the company's prior outlook of $0.52 to $0.58, and restructuring and other charges reached $365 million, and HP updated its fiscal 2026 EPS and free cash flow estimates.
Net revenue of $14.4 billion, up 9.0% year over year; GAAP diluted EPS of $0.49, up from $0.42 but below the prior outlook of $0.52 to $0.58
Non-GAAP diluted EPS of $0.86, up from $0.71 and above the prior outlook of $0.70 to $0.76
Restructuring and other charges of $365 million in the quarter, compared with $122 million a year earlier
Fiscal 2026 estimates: GAAP diluted EPS $2.15 to $2.45, non-GAAP diluted EPS $2.90 to $3.10, free cash flow $2.8 to $3.0 billion
Synopsys entered a Cooperation Agreement dated May 26, 2026 with Elliott Investment Management and related funds. Under the agreement, Jesse Cohn, a Managing Partner at Elliott, joins the Synopsys board effective June 1, 2026, and the board grows to 11 members. The agreement adds a board seat for an activist investor and sets standstill and voting commitments that limit Elliott's stake.
Agreement dated May 26, 2026; Cohn's term runs to the 2027 annual meeting, effective June 1, 2026
Cohn joins the Corporate Governance and Nominating Committee and is included in the 2027 slate of nominees
Elliott may not exceed 4.9% beneficial ownership or 7.5% aggregate economic exposure during the Cooperation Period
The Cooperation Period lasts until the later of the first anniversary of the agreement or ten days after Cohn leaves the board
Synopsys reported second-quarter fiscal 2026 revenue of $2.276 billion, up from $1.604 billion a year earlier, and raised its full-year revenue and non-GAAP EPS targets. GAAP net income fell to $17.1 million, or $0.09 per diluted share, from $349.2 million a year earlier, and included $115.9 million in restructuring charges.
Q2 revenue $2.276 billion vs $1.604 billion a year earlier; non-GAAP EPS $3.35 vs $3.67.
GAAP net income $17.1 million ($0.09 per diluted share) vs $349.2 million ($2.24) a year earlier.
Full-year fiscal 2026 revenue midpoint raised to $9.665 billion from $9.610 billion; non-GAAP EPS midpoint raised to $14.76.
At its May 21, 2026 annual meeting, Perdoceo stockholders approved a new 2026 Long-Term Incentive Plan authorizing 4,500,000 shares, plus shares from certain expired or forfeited awards under the 2016 plan. Stockholders also elected nine directors, ratified Grant Thornton LLP as auditor for 2026, and approved executive compensation on an advisory basis, which gives shareholders a record of how the votes went.
The 2026 Plan authorizes 4,500,000 shares for issuance, plus shares underlying certain awards under the 2016 Plan that later expire, terminate, are canceled or are forfeited.
Plan approval vote: 51,753,505 for, 2,443,873 against, 14,331 abstentions and 4,273,446 broker non-votes.
Each of the nine director nominees received more votes for than against, with Alan D. Wheat having the lowest for count at 53,518,792 and 325,112 against.
The Compensation Committee approved forms of restricted stock unit, performance share unit and non-employee director restricted stock unit award agreements on May 21, 2026.
Everpure reported first quarter fiscal 2027 revenue of $1.1 billion, up 35% year-over-year, and GAAP net income of $24.1 million, compared with a net loss of $14.0 million a year earlier. The company raised its full-year fiscal 2027 revenue guidance to $4.41 billion to $4.51 billion and its non-GAAP operating income guidance to $820 million to $860 million, both from prior ranges.
Q1 fiscal 2027 revenue $1.1 billion, up 35%; product revenue $577 million, up 55%
GAAP net income $24.1 million for the quarter, versus a net loss of $14.0 million a year earlier
FY27 revenue guidance raised to $4.41 billion to $4.51 billion from $4.3 billion to $4.4 billion
Repurchased 1.3 million shares for approximately $84 million in the quarter
Marvell reported first-quarter fiscal 2027 revenue of $2.418 billion, a record and up 28% from a year earlier, and guided second-quarter revenue to $2.7 billion at the mid-point. GAAP net income fell to $34.5 million, or $0.04 per diluted share, from $177.9 million a year earlier, mainly because of a $250.7 million special item, while non-GAAP diluted EPS rose to $0.80 from $0.62. The company said it is raising its revenue outlook for both fiscal 2027 and fiscal 2028.
Q1 fiscal 2027 net revenue was $2.418 billion, up 28% year over year and $18.0 million above the mid-point of guidance given March 5, 2026
GAAP diluted EPS was $0.04 versus $0.20 a year earlier; non-GAAP diluted EPS was $0.80 versus $0.62
Q2 fiscal 2027 revenue guidance is $2.700 billion, plus or minus 5%, with non-GAAP diluted EPS guided to $0.93, plus or minus $0.05
Agilent reported second-quarter fiscal 2026 results with revenue of $1.83 billion, up 10.0% from a year earlier, and GAAP net income of $339 million, up from $215 million. The company raised its fiscal 2026 non-GAAP EPS guidance to $6.00 to $6.10, which matters to shareholders because it signals higher expected per-share earnings for the year. The filing also discloses a new Chief Accounting Officer, Tim Downs, replacing Rodney Gonsalves, who is retiring.
Q2 revenue of $1.83 billion, up 10.0% reported and 6.3% core, for the quarter ended April 30, 2026
GAAP EPS of $1.20 versus $0.75 a year earlier; non-GAAP EPS of $1.49 versus $1.31
Fiscal 2026 non-GAAP EPS guidance raised to $6.00 to $6.10, an increase of 8 cents at the midpoint; fiscal Q3 non-GAAP EPS expected at $1.48 to $1.50
Tim Downs appointed Vice President, Chief Accounting Officer on May 20, 2026, effective after the Form 10-Q filing; Rodney Gonsalves retires
At its May 21, 2026 annual meeting, Laureate Education stockholders approved the 2026 Long-Term Incentive Plan, which lets the Compensation Committee grant incentive pay, including awards measured by the value of common stock. Stockholders also elected nine directors, approved a non-binding say-on-pay vote, and ratified PricewaterhouseCoopers LLP as auditor for fiscal 2026.
Incentive plan approved: 122,859,974 for, 7,052,457 against, 925,609 abstain, 2,569,173 broker non-votes
Nine directors elected to terms expiring at the 2027 annual meeting; Ian K. Snow received 98,386,712 for and 32,451,328 withheld
Nutanix reported third-quarter fiscal 2026 revenue of $703.1 million, up 10% from $639.0 million a year earlier, and GAAP operating income of $70.5 million, up from $48.6 million. The company said it raised its full-year fiscal 2026 guidance, though the filing does not state the prior guidance figures, so the size of the change cannot be measured from this document.
Revenue was $703.1 million, up 10% year over year; annual recurring revenue (ARR) was $2.43 billion, up 15%
GAAP net income was $72.1 million, or $0.25 per diluted share, versus $63.4 million, or $0.22 per diluted share, a year earlier
Free cash flow was $197.2 million, down $6.2 million from $203.4 million; non-GAAP operating margin was 22.3% versus 21.5%
Fiscal 2026 outlook: revenue of $2.82 billion to $2.84 billion and free cash flow of $760 million to $780 million; fourth-quarter revenue outlook of $725 million to $745 million
Kroger said Executive Vice President and Associate Experience Officer Timothy A. Massa gave notice on May 22, 2026 that he intends to retire in fall 2026. He will stay in his role until September 2026 and remain an employee through July 1, 2027 to support an orderly transition and key strategic projects. Kroger will name a successor at a later date, and the filing says his compensation is unchanged, though he will no longer be eligible for future annual equity grants.
Timothy A. Massa, Executive Vice President and Associate Experience Officer, notified Kroger on May 22, 2026 of his plan to retire in fall 2026.
He will continue in his role until September 2026 and remain an employee through July 1, 2027.
His compensation is unchanged, but he will not be eligible for future annual equity grants.
A successor has not been named and will be announced at a later date.
Rollins said CFO Kenneth Krause will resign effective June 15, 2026, to pursue another opportunity, and the board appointed Chief Accounting Officer William Harkins as Executive Vice President and CFO on the same date. The filing says Krause's resignation does not involve any disagreement with the company on operations, policies, or practices. A CFO change at a company of this size is a notable governance event for shareholders, though the filing gives no financial results.
Kenneth Krause resigns as CFO effective June 15, 2026, to pursue an opportunity with a company in an unrelated industry
William Harkins, 45, has been Chief Accounting Officer since March 2025 and becomes EVP and CFO on June 15, 2026, with a $610,000 annual base salary
Harkins receives a one-time restricted stock award valued at $500,000, to be granted July 1, 2026
Krause will provide advisory services through September 30, 2026, and 8,000 of his restricted shares are set to vest on or about February 20, 2027, subject to that service
Kemper Corporation appointed Stephen J. McAnena as President and Chief Executive Officer and a board member, effective June 1, 2026, replacing Interim CEO C. Thomas Evans, Jr., who returns to his role as Executive Vice President, Secretary, and General Counsel. The board also added Anthony J. DeSantis as a non-employee director, and the filing describes a new Executive Severance Plan covering key management.
McAnena, 54, was previously Executive Vice President and Chief Operating Officer at Horace Mann Educators Corporation from May 2023 to March 1, 2026.
McAnena's offer letter sets an annual base salary of $1,000,000 and a target bonus of 150% of base salary, plus equity awards with an aggregate target grant date value of $3,500,000.
DeSantis joins the board effective June 1, 2026, and was appointed to the Audit and Risk Committees.
The Executive Severance Plan was adopted May 21, 2026, and covers the new CEO, executive vice presidents, and named executive officers.
American Tower completed a registered public offering of 750.0 million euros of 4.000% senior unsecured notes due September 1, 2033, with net proceeds of about 742.7 million euros (approximately $866.7 million). The company plans to use the proceeds to repay borrowings under its revolving credit facility drawn in euros, repay its 500.0 million euro 1.950% notes due 2026, and for general corporate purposes. The filing is a debt financing that adds new borrowing obligations, with covenants limiting mergers, asset sales and liens.
Principal: 750.0 million euros; 4.000% coupon, payable annually in euros from September 1, 2026
Net proceeds approximately 742.7 million euros (about $866.7 million at 1.00 euro = $1.1669)
Proceeds to repay euro revolver borrowings and 500.0 million euro 1.950% notes due 2026, plus general corporate purposes
Notes callable at any time; make-whole applies before July 1, 2033, with a 101% repurchase price upon a Change of Control and Ratings Decline
Abercrombie & Fitch reported first-quarter fiscal 2026 net sales of $1.1 billion, up 2% from last year, with comparable sales down 1%. Diluted earnings per share fell to $1.47 from $1.59, and operating margin fell to 8.0% from 9.3%, though the company said EPS exceeded its outlook range. The company kept its full-year outlook unchanged, which matters to shareholders because it signals no change to its earnings or sales targets despite weaker EMEA demand.
Net sales of $1.1 billion, up 2%; comparable sales down 1%; EMEA sales down 10%, APAC up 24%
Diluted EPS of $1.47 vs. $1.59 a year earlier; operating margin of 8.0% vs. 9.3%
Full-year outlook maintained: net sales growth of 3% to 5%, diluted EPS of $10.20 to $11.00, share repurchases of around $450 million
Repurchased $105 million of shares in the quarter, with $745 million remaining on the March 2025 authorization
Bath & Body Works reported first quarter 2026 net sales of $1,378 million, down 3% from a year earlier, and reaffirmed its full-year 2026 guidance. Reported earnings per diluted share rose to $0.90 from $0.49, but that figure includes an $88 million pre-tax litigation settlement gain and a $62 million tax benefit, while adjusted EPS was $0.32 versus $0.49 last year. Chief Financial Officer Eva Boratto will step down June 12, and Tom Javitch will serve as interim CFO while the company searches for a successor.
Q1 2026 net sales were $1,378 million, down 3% from $1,424 million in Q1 2025.
Reported diluted EPS was $0.90 versus $0.49; adjusted diluted EPS was $0.32 versus $0.49.
Full-year 2026 guidance reaffirmed: net sales down 4.5% to 2.5%, adjusted diluted EPS $2.40 to $2.65.
Second-quarter 2026 diluted EPS is expected at $0.20 to $0.25; CFO Eva Boratto steps down June 12 and Tom Javitch becomes interim CFO.
Dycom reported record fiscal first-quarter 2027 results for the quarter ended May 2, 2026, with contract revenues of $1.965 billion, up 56.1%, and net income of $91.3 million, or $3.00 per diluted share, up from $2.09. The company raised its full-year fiscal 2027 contract revenue outlook and agreed to acquire National Technology Integrators for $275 million, which the company expects to close before the end of its second fiscal quarter.
Contract revenues were $1.965 billion, up 56.1% (24.7% organic); net income was $91.3 million, or $3.00 per diluted share, versus $2.09 a year earlier
Full-year fiscal 2027 contract revenue outlook raised to $7.38 billion to $7.65 billion; the outlook excludes the pending acquisition
Second-quarter outlook: contract revenues of $1.94 billion to $2.01 billion and non-GAAP adjusted diluted EPS of $4.40 to $4.82
Agreed to acquire National Technology Integrators, a Maryland-based low-voltage firm, for $275 million; it is expected to add an initial annual revenue run-rate of about $175 million
DICK'S reported first-quarter net sales of $5.16 billion, up 62.7% from a year earlier, with the Foot Locker acquisition included for the full quarter. GAAP diluted earnings per share rose to $3.54 from $3.24, but non-GAAP earnings per share fell to $2.90 from $3.37, and the company lowered its full-year GAAP earnings per share guidance while keeping its non-GAAP range unchanged.
First-quarter net sales $5.16 billion vs. $3.18 billion a year earlier; Foot Locker acquisition closed September 8, 2025
Diluted EPS $3.54 GAAP vs. $3.24 prior year; non-GAAP $2.90 vs. $3.37
Full-year 2026 GAAP diluted EPS guidance cut to $13.27 to $14.27 from $13.70 to $14.70; non-GAAP range of $13.50 to $14.50 unchanged
DICK'S Business comparable sales outlook low end raised to 2.5% from 2.0%; quarterly dividend of $1.25 per share payable June 26, 2026
At its May 20, 2026 annual meeting, Lumen Technologies shareholders approved raising the share reserve of its 2024 Equity Incentive Plan by 45,600,000 shares, to 88,600,000, and approved several charter amendments. Shareholders did not approve a charter amendment on director liability and indemnification or a shareholder proposal on voting on shareholder rights plans. The larger plan reserve allows for more potential share issuance, which shareholders may weigh against the governance changes.
Equity plan: shareholders approved raising the reserve by 45,600,000 shares, from 43,000,000 to 88,600,000, with 658,004,226 votes for and 22,259,831 against
Charter: approved removal of certain supermajority requirements (666,291,662 for) and exclusions from the 'Related Person' definition (669,464,426 for)
Not approved: charter amendment on director liability and indemnification (665,279,825 for, 15,442,159 against) and shareholder rights plan proposal (327,301,328 for, 357,615,031 against)
Amended and Restated Articles were filed with the Louisiana Secretary of State on May 26, 2026; KPMG LLP was ratified as 2026 auditor with 826,383,164 votes for
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.