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).
TXO Partners said the Cross Timbers asset sales, covering substantially all of its 50%-owned joint venture's assets, closed as of May 28, 2026, with net proceeds to the Partnership of about $100 million, subject to customary adjustments. The Partnership plans to use the proceeds to pay down debt under its Credit Facility, and one buyer, CTOC Energy, is owned by family members of Chairman Bob R. Simpson, which the independent Conflicts Committee approved.
Cross Timbers Transactions totaled about $200 million in aggregate consideration and closed as of May 28, 2026.
Net proceeds to the Partnership are about $100 million, subject to customary purchase price adjustments.
Proceeds are intended to pay down existing debt on the Credit Facility.
CTOC Energy purchase of about $123.5 million is owned by family members of Chairman Bob R. Simpson; the Board and an independent Conflicts Committee approved it.
On May 26, 2026, TVA completed a lease-purchase of its Cumberland Combined Cycle Generation Facility in Stewart County, Tennessee. The buyer, Cumberland Combined Cycle Generation LLC, is funded by $200 million of equity and $1.8 billion of secured notes, and TVA will receive $1,931,875,011 at closing; TVA will lease the plant back for 30 years and make semiannual rent payments through May 15, 2056. Separately, the board cut maximum payouts under its executive incentive plans, effective for fiscal years 2025 to 2027.
On or about May 26, 2026, CCCGL pays TVA $1,931,875,011 under the Head Lease and Construction Management Agreement, with $68,124,989 deposited with a lease indenture trustee.
CCCGL funds the deal with $200 million of equity and $1.8 billion of secured notes; TVA plans to use its proceeds for its power program and transaction expenses.
TVA leases the facility back for 30 years, with rent paid each May 15 and November 15 from November 15, 2026 through May 15, 2056; the first debt-portion rent is $62,416,544.
The Executive Annual Incentive Plan maximum payout falls from 225% to 150% of target, and the Long-Term Incentive Plan maximum falls from 200% to 150% of grant.
Gap Inc. reported first quarter fiscal 2026 net sales of $3.5 billion, up 1%, and GAAP diluted EPS of $0.90 versus $0.51 a year earlier. Results include a $313 million net gain from a credit card interchange fee litigation settlement and a $50 million charitable contribution; excluding these items, adjusted diluted EPS was $0.38. The company raised its adjusted fiscal 2026 EPS outlook to $2.30 to $2.40 from $2.20 to $2.35, but lowered its net sales growth outlook to 1% to 2% from 2% to 3%.
Net sales of $3.5 billion were up 1%; comparable sales were up 2%, the ninth consecutive quarter of positive comparable sales.
Gross margin was 40.5%, down 130 basis points; merchandise margin was down 100 basis points, including an estimated net tariff impact of about 200 basis points.
Returned $464 million to shareholders in the quarter, including a $200 million accelerated share repurchase and $201 million of open-market repurchases.
Adjusted FY2026 diluted EPS outlook is $2.30 to $2.40, up from $2.20 to $2.35; net sales outlook is 1% to 2%, down from 2% to 3%.
Universal Corporation reported a fourth-quarter fiscal 2026 loss of $1.73 per diluted share, compared with earnings of $0.37 per share a year earlier, after a $41.1 million non-cash goodwill impairment tied to its Shank's operation and higher tobacco inventory write-downs. For the full fiscal year, sales were $2.92 billion, down 1%, while diluted earnings per share fell to $1.30 from $3.78, which shareholders should weigh against the company's stated expectation that its uncommitted tobacco inventories will return to target range in fiscal 2027.
Fourth quarter: operating loss of $15.0 million versus operating income of $42.8 million a year earlier; diluted EPS of $(1.73) versus $0.37
Fiscal 2026: sales and other operating revenue of $2.92 billion, down 1%; diluted EPS of $1.30 versus $3.78; adjusted diluted EPS of $2.64 versus $4.63 (non-GAAP)
Goodwill impairment of $41.1 million for Shank's, and tobacco inventory write-downs of $43.4 million in the Tobacco Operations segment for the year
Uncommitted tobacco inventory was 27% at March 31, 2026, outside the target range; the company expects it to be within range during fiscal 2027
Dell reported first-quarter fiscal 2027 revenue of $43.8 billion, up 88% year over year, and diluted EPS of $5.24 versus $1.37 a year earlier. The company raised its full-year FY27 revenue outlook to a $165.0 billion to $169.0 billion range, while gross margin fell to 17.8% from 21.1%.
Net revenue $43.8 billion, up 88%; GAAP diluted EPS $5.24 vs. $1.37; non-GAAP diluted EPS $4.86
FY27 revenue expected $165.0 billion to $169.0 billion, midpoint $167.0 billion, up 47% year over year
Q2 FY27 revenue expected $44.0 billion to $45.0 billion; GAAP diluted EPS expected $4.48 at midpoint
AI-optimized servers revenue $16.1 billion in the quarter; $2.1 billion returned to shareholders
Autodesk reported first-quarter fiscal 2027 revenue of $1.93 billion, up 18% from a year earlier, with GAAP net income of $491 million compared with $152 million. The company raised its fiscal 2027 guidance and said it will acquire MaintainX, with the acquisition's impact to be added to guidance after closing.
Q1 revenue was $1.93 billion, up 18% as reported and 16% in constant currency; GAAP diluted EPS was $2.32 versus $0.70 a year earlier.
Non-GAAP diluted EPS was $2.99; free cash flow was $876 million, up 58%.
FY27 guidance: revenue $8.155 billion to $8.215 billion; non-GAAP EPS $12.40 to $12.65; the guidance excludes MaintainX.
Restructuring and other exit costs were $30 million, down from $105 million a year earlier.
SentinelOne reported first quarter fiscal 2027 revenue of $277 million, up 21% from $229 million a year earlier, and annualized recurring revenue of $1,163 million, up 23%. The company raised its full-year fiscal 2027 non-GAAP operating income outlook to $115 million to $125 million and announced a restructuring plan that will cut about 8% of full-time employees with a one-time charge of about $25 million.
Q1 GAAP net loss was $76.2 million, narrowing from $208.2 million a year earlier; non-GAAP operating income was $10.5 million, compared with a loss of $3.9 million.
Fiscal 2027 guidance: revenue of $1.195 billion to $1.205 billion and non-GAAP operating income of $115 million to $125 million.
Restructuring plan includes a one-time charge of about $25 million, of which about $15 million is cash-based, with substantial completion expected in the second quarter of fiscal 2027.
Cash, cash equivalents and investments were $812 million as of April 30, 2026.
Autodesk entered a merger agreement to buy MaintainX, a maintenance and operations software company, for approximately $3.575 billion, subject to customary adjustments. The deal is to be funded through cash on hand and debt, and closing requires U.S. antitrust clearance, with August 3, 2026 as the earliest closing date.
Aggregate consideration of approximately $3.575 billion, described in the press release as about $3.6 billion, all cash
Funding through cash on hand and debt, including a new 364-day term loan facility and possible revolving credit borrowings
Earliest closing date August 3, 2026; agreement can be terminated if not closed by November 28, 2026, subject to extensions
MaintainX expects more than $135 million of annualized recurring revenue for calendar year 2026, growth above 50 percent
Clorox said Chair and CEO Linda Rendle asked the Board to begin a CEO search, citing a decision to step down for health reasons. She will remain Chair and CEO until a successor is appointed and will then serve in an advisory role for a period. The filing does not include financial results or guidance changes, but the leadership transition is significant for shareholders.
Linda Rendle asked the Board on May 26, 2026 to start a CEO search process, citing health reasons.
Rendle remains Chair and CEO during the search and until a new CEO is appointed.
The search is led by an independent committee with a leading executive search firm.
Rendle and CFO Luc Bellet will join a fireside chat at the dbAccess Global Consumer Conference on June 3 in Paris.
NetApp reported fourth-quarter fiscal 2026 net revenue of $1.95 billion, up 12% year over year, and GAAP diluted earnings per share of $2.03, up from $1.65. The company also gave fiscal 2027 guidance of $7.325 billion to $7.575 billion in net revenue and GAAP earnings per share of $6.51 to $6.81, and its board authorized up to an additional $1.0 billion in share repurchases on May 21, 2026.
Q4 fiscal 2026 net revenue $1.95 billion (up 12%); GAAP net income $404 million (up 19%)
Fiscal 2026 net revenue $6.93 billion (up 5%); GAAP diluted EPS $6.35 versus $5.67
Fiscal 2027 GAAP EPS guidance $6.51 to $6.81; Q1 fiscal 2027 GAAP EPS guidance $1.35 to $1.45
Board authorized up to an additional $1.0 billion in common stock repurchases with no expiration date
HealthEquity reported results for the first quarter ended April 30, 2026, with revenue up 7% to $354.6 million and net income up 29% to $69.4 million. The company raised its fiscal 2027 outlook, and its board authorized an additional $1.0 billion of share repurchases in May 2026, which gives shareholders a higher outlook and more buyback capacity.
Revenue rose 7% to $354.6 million from $330.8 million a year earlier.
Net income was $69.4 million, or $0.82 per diluted share, compared with $53.9 million, or $0.61, in the prior-year quarter.
Adjusted EBITDA rose 17% to $164.5 million, and its margin widened to 46% from 42%.
For fiscal 2027 (ending January 31, 2027), management expects revenue of $1.410 billion to $1.420 billion and GAAP net income of $2.88 to $2.95 per diluted share.
Apogee Enterprises agreed on May 27, 2026 to acquire Keller Companies, which controls Kalwall and Structures Unlimited, for about $105 million in cash at closing plus up to $10 million in earn-out payments. The company expects the deal to close in its fiscal 2027 second quarter and plans to fund it with cash on hand and its existing credit facility, which matters to shareholders because it commits a large share of Apogee's available cash and borrowing capacity.
Cash at closing of about $105 million, with about $9.5 million placed in escrow; up to $10 million additional earn-out tied to KCI financial objectives
Press release expects Kalwall to contribute $85 million of revenue and an adjusted EBITDA margin of about 15% in the first 12 months, with a long-term margin target of 20%
Expected operational cost synergies of $4 million by the end of fiscal 2029; deal expected to be accretive to adjusted diluted EPS in the first year
Closing expected in fiscal 2027 second quarter; either party may terminate if closing has not occurred by August 1, 2026; no financing condition
MasterBrand completed its all-stock merger with American Woodmark on May 28, 2026, and American Woodmark is now a wholly owned subsidiary. MasterBrand drew the full $375 million Term Loan A, using about $367.5 million to repay American Woodmark's existing debt, and three former American Woodmark directors joined its board.
American Woodmark shareholders received 5.150 MasterBrand shares for each American Woodmark share.
Pre-closing MasterBrand shares represent about 63% of the combined company's shares outstanding.
The company expects about $90 million of annual run-rate cost synergies by the end of year three.
Andrew Cogan, Philip Fracassa and Daniel Hendrix joined the board; the annual meeting is June 4, 2026.
Tyson Foods said director Jeff Schomburger will succeed Donnie King as President and Chief Executive Officer on October 4, 2026, after joining the company as a senior executive on July 1, 2026. King will step down as CEO but remain on the Board, and the company reaffirmed its fiscal 2026 total company guidance. The filing gives no earnings results, so the change is a leadership transition whose effect on shareholders will depend on how the company performs under new leadership.
Schomburger's employment agreement provides a $1,600,000 annual base salary, a 200% annual incentive target and an $11,000,000 annual long-term incentive target.
His initial restricted stock unit award has a grant date fair value of $2,800,000 and vests in one-third tranches each year over three years.
Severance on termination without cause or for good reason is two years' base salary plus two years' target cash bonus, plus up to 18 months of medical coverage.
The company reaffirmed its previously issued total company guidance for fiscal 2026.
Caesars Entertainment agreed on May 27, 2026 to be acquired by Fertitta Entertainment in an all-cash deal valued at about $17.6 billion, including about $11.9 billion of assumed debt. Caesars shareholders would receive $31.00 per share in cash, a 49% premium to the unaffected share price as of February 25, 2026, and the deal requires shareholder approval and regulatory clearance. The Caesars board has approved the merger and recommends that shareholders adopt it, and the company's shares would stop trading on NASDAQ once the deal closes.
$31.00 per share in cash, a 49% premium to the unaffected share price as of February 25, 2026
Transaction valued at about $17.6 billion, including about $11.9 billion of assumed debt
Go-shop period runs through July 11, 2026; Caesars termination fee is $200 million, or $100 million in certain cases
Initial end date is May 27, 2027, with automatic extensions possible; Parent reverse termination fee is $450 million in certain cases
Best Buy reported first-quarter fiscal 2027 revenue of $8,936 million, up from $8,767 million a year earlier, with comparable sales up 2.0% and diluted EPS of $1.31 versus $0.95. The company reiterated its full-year adjusted diluted EPS guidance of $6.30 to $6.60, and said CEO Corie Barry will step down later this year, with Jason Bonfig becoming CEO effective November 1, 2026.
Revenue of $8,936 million versus $8,767 million; enterprise comparable sales up 2.0%
Diluted EPS $1.31 versus $0.95; adjusted diluted EPS $1.28 versus $1.15
FY27 adjusted diluted EPS guidance of $6.30 to $6.60 reiterated; Q2 comparable sales outlook of approximately 1.0%
Jason Bonfig to become CEO effective November 1, 2026; Corie Barry to step down later this year
Burlington Stores reported first-quarter fiscal 2026 results for the quarter ended May 2, 2026, with total sales up 14% to $2.85 billion and diluted EPS of $1.79, compared with $1.58 a year earlier. The company raised its full-year fiscal 2026 sales and adjusted EPS guidance, now expecting adjusted EPS of $11.45 to $11.80. For shareholders, the higher outlook indicates the company expects first-quarter results to carry through the year, though the filing's adjusted EPS figures differ between the headline text and the reconciliation table.
Total sales rose 14% to $2.85 billion and comparable store sales rose 6% for the quarter.
Net income was $115 million, or $1.79 per diluted share, versus $101 million, or $1.58, a year earlier.
Full-year fiscal 2026 adjusted EPS guidance is now $11.45 to $11.80, versus $10.17 in fiscal 2025, with sales expected to rise 9% to 11%.
Second-quarter fiscal 2026 adjusted EPS is expected at $2.05 to $2.20; the reconciliation table lists first-quarter adjusted EPS at $2.01, while the release text cites $2.10.
Dollar Tree reported first-quarter fiscal 2026 net sales up 7.2% to $5.0 billion and diluted EPS from continuing operations of $1.76, up 19.7%. The company raised its full-year adjusted diluted EPS outlook to $6.70 to $7.10, which gives shareholders a higher profit forecast for the year.
Net sales rose 7.2% to $5.0 billion; comparable store net sales increased 3.5%
Diluted EPS from continuing operations was $1.76, up 19.7%; adjusted diluted EPS was $1.74, up 38.1%, excluding a $5.2 million non-operating insurance gain
Fiscal 2026 adjusted diluted EPS outlook raised to $6.70 to $7.10; second-quarter adjusted EPS outlook is $1.00 to $1.15
Repurchased $595 million of stock in the first quarter; $1.3 billion remained under the authorization as of May 2, 2026
On May 27, 2026, Axalta entered into Amendment No. 1 to its merger agreement with AkzoNobel, which changes how the combination would be structured. The amendment adds a second wholly owned AkzoNobel subsidiary and a second merger in which Axalta would merge into that subsidiary after the first merger, and it sets out how independent directors would join the combined company's board. The company says these changes are meant to optimize tax integration but do not change the tax consequences for Axalta shareholders.
Amendment No. 1 to the Merger Agreement was signed May 27, 2026, amending the original agreement dated November 18, 2025.
The amendment adds AkzoNobel Sub 2 and a Second Merger in which Axalta's surviving company merges into it, becoming a direct wholly owned AkzoNobel subsidiary.
Axalta says the changes do not alter the tax consequences of the transaction for Axalta shareholders.
A preliminary proxy statement/prospectus was filed with the SEC on May 27, 2026; a definitive version is to be mailed to shareholders when available.
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.