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).
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%
Braze reported fiscal first-quarter 2027 revenue of $211.0 million, up 30.2% from a year earlier, and a narrower GAAP net loss per share of $0.24 compared with $0.34. The company also updated its full-year fiscal 2027 revenue guidance to $895.0 million to $899.0 million and named Chief Accounting Officer Pankaj Malik as interim Chief Financial Officer effective May 29, 2026.
Revenue was $211.0 million, up from $162.1 million a year earlier; non-GAAP diluted EPS was $0.10 versus $0.07.
GAAP operating loss narrowed to $27.5 million from $40.2 million; stock-based compensation was $33.6 million.
Fiscal Q2 2027 revenue guidance is $219.5 million to $220.5 million; full-year fiscal 2027 revenue guidance is $895.0 million to $899.0 million.
Pankaj Malik was appointed interim CFO effective May 29, 2026 and will also remain Chief Accounting Officer; his offer letter sets a $409,013 base salary and a $205,000 target bonus.
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
nCino reported first-quarter fiscal 2027 results for the period ended April 30, 2026, with total revenue of $159.4 million, up 11% from a year earlier, and GAAP operating income of $21.1 million compared with a $1.5 million loss a year earlier. The company also issued guidance for the second quarter and fiscal 2027, including fiscal 2027 total revenue of $642.0 million to $646.0 million, which shareholders can compare with future results.
Total revenue was $159.4 million, up 11%; subscription revenue was $140.9 million, up 12%.
GAAP income from operations was $21.1 million versus a $(1.5) million loss; diluted EPS was $0.12 versus $0.05.
Q2 fiscal 2027 guidance: total revenue $157.75 million to $159.75 million; non-GAAP operating income $35.5 million to $37.5 million.
Fiscal 2027 guidance (ending January 31, 2027): total revenue $642.0 million to $646.0 million; free cash flow $135.0 million to $140.0 million.
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
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
Phreesia reported first-quarter fiscal 2027 results for the quarter ended April 30, 2026, with revenue up 13% and net income of $3.0 million, compared with a net loss a year earlier. The company kept its fiscal 2027 revenue and Adjusted EBITDA outlooks unchanged, but said network solutions clients are committing lower spend for the second half of the year, and it implemented a restructuring plan in May 2026. For shareholders, the quarter shows improved profitability, while the company now expects more variability in its network solutions revenue.
Total revenue was $130.9 million, up 13% from $115.9 million a year earlier.
Net income was $3.0 million, compared with a net loss of $3.9 million; Adjusted EBITDA was $30.5 million, compared with $20.8 million.
Fiscal 2027 revenue outlook of $510 million to $520 million and Adjusted EBITDA outlook of $125 million to $135 million were both maintained.
Network solutions clients are committing lower spend for the second half of fiscal 2027; a restructuring plan was implemented in May 2026.
On May 27, 2026, Ryerson furnished investor presentation slides for the KeyBanc Industrials and Basic Materials Conference, restating first-quarter 2026 results, merger synergy progress, and capital allocation plans. The slides show Q1 adjusted EBITDA excluding LIFO of $67.4 million, above the company's guidance range, with tons shipped and average selling prices up year over year, and most figures were previously disclosed, with no new guidance given.
Q1 2026 total revenue was $1.57 billion, including six weeks of Olympic Steel after the February 13, 2026 merger; tons shipped rose 31.2% and average selling prices rose 5.2% year over year.
Same-store Q1 revenue was $1.29 billion, with tons shipped up 4.6% and average selling prices up 8.9% year over year.
Adjusted EBITDA excluding LIFO was $67.4 million, above guidance, including $12.5 million from Olympic Steel.
Management expects about $120 million in annual run-rate merger synergies; $40 million is identified and $1 million was realized in Q1. The board approved a $100 million buyback through April 30, 2028, and the quarterly dividend is $0.1875
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
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.