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).
Tiptree Inc. closed the sale of The Fortegra Group, Inc. to DB Insurance Co., Ltd. on May 29, 2026, through a merger with a $1.65 billion cash purchase price before adjustments. Tiptree's share of the closing purchase price was approximately $1.08 billion, and Tiptree repaid its Fortress Credit Agreement in full. The company's press release cites approximately $23.80 of pro forma book value per diluted share and a new $20 million share repurchase program.
Purchase price of $1.65 billion in cash, subject to adjustments; approximately $1.08 billion payable for Tiptree's benefit at closing
Closing date May 29, 2026; buyer is DB Insurance Co., Ltd. through a merger with Fortegra as a wholly owned subsidiary
$8 million Leakage Reserve Holdback deposited in a segregated escrow account for four months after closing
Press release cites a new $20 million share repurchase program and about $23.80 pro forma book value per diluted share
Buckle reported net income of $46.9 million, or $0.92 per diluted share, for the fiscal quarter ended May 2, 2026, up from $35.2 million, or $0.70 per diluted share, a year earlier. Net sales rose 6.1% to $288.7 million, and comparable store net sales increased 5.1%. Results include $19.1 million in interchange fee litigation settlement proceeds, recorded as a reduction to selling expenses, which shareholders may want to weigh when assessing the quarter's profit.
Net income was $46.9 million, or $0.93 basic and $0.92 diluted per share, versus $35.2 million, or $0.70 per share, in the prior-year quarter.
Net sales increased 6.1% to $288.7 million; online sales rose 2.8% to $47.7 million.
The company received $19.1 million, net of legal fees, from a final interchange fee litigation settlement, recorded as a reduction to selling expenses.
Store count was 442 at the end of the quarter, up from 439 a year earlier.
Heritage Insurance Holdings announced that it has fully placed its 2026-2027 indemnity-based catastrophe excess-of-loss reinsurance program for its three insurance subsidiaries. The total consolidated cost is about $367.5 million, down $63.2 million from the prior year's renewal cost of about $430.7 million, which lowers the cost of protecting the company against catastrophe losses.
Total consolidated program cost of about $367.5 million, versus about $430.7 million for the prior year's renewal
Over $2.2 billion of limit placed, including two new catastrophe bonds
$712 million of multi-year coverage, with $550 million through fully collateralized catastrophe bonds and $162 million through private reinsurance
Florida Hurricane Catastrophe Fund participation of 90.0%, consistent with the prior year
ePlus reported fourth-quarter fiscal 2026 net sales of $576.2 million, up 20.6%, and diluted earnings per share from continuing operations of $0.78, up 52.9%. Full-year net sales rose 22.1% to $2,442.5 million, and the company initiated fiscal 2027 guidance for mid-single-digit percentage growth in net sales, gross profit and adjusted EBITDA. The board also declared a quarterly dividend of $0.27 per share, an 8% increase, while gross margin fell to 24.6% from 26.5% in the fourth quarter.
Q4 net sales $576.2 million, up 20.6%; Q4 diluted EPS from continuing operations $0.78 vs. $0.51
Fiscal 2026 net sales $2,442.5 million, up 22.1%; net earnings from continuing operations $124.1 million, up 62.4%
Fiscal 2027 guidance: mid-single-digit percentage growth for net sales, gross profit and adjusted EBITDA
Quarterly dividend of $0.27 per share, payable June 30, 2026, to holders of record as of June 17, 2026
American Eagle Outfitters reported first quarter fiscal 2026 net revenue of $1.2 billion, up 10% from last year, and operating profit of $28 million compared with an operating loss of $85 million a year earlier. The company reiterated its fiscal 2026 operating income guidance of $390 to $410 million, which matters to shareholders because it signals the company expects to hold that full-year target despite continued consumer and macroeconomic uncertainty.
Net revenue of $1.2 billion rose 10%; Aerie comparable sales grew 25% while American Eagle comparable sales fell 2%
Operating profit of $28 million compared with an operating loss of $85 million in the prior-year quarter; the company said it exceeded first quarter guidance
GAAP diluted earnings per share were $0.14, compared with a loss of $(0.36) a year earlier
Fiscal 2026 operating income guidance of $390 to $410 million was reiterated; second quarter operating income outlook is $45 to $50 million
Viasat reported fourth quarter and fiscal 2026 results on May 28, 2026. Q4 revenue rose 2% year over year to $1.2 billion and net income was $59 million, compared with a net loss of $246 million a year earlier, mainly due to a gain on the sale of its Navarino stake. Adjusted EBITDA fell 1% to $370 million, and the company said it will update its fiscal 2027 outlook during the first half of that year.
Q4 FY2026 revenue was $1.2 billion, up 2% year over year.
Q4 FY2026 net income was $59 million, versus a net loss of $246 million in Q4 FY2025.
Q4 FY2026 Adjusted EBITDA was $370 million, down 1% year over year.
Fiscal 2026 revenue was $4.6 billion and the net loss narrowed to $34 million from $575 million; the company will update its fiscal 2027 outlook over the first half of that year.
Alexander's completed the sale of its Rego Park I shopping center in Queens, New York, to Northwell Health, Inc. The company received $224 million at closing, after $21 million of costs it had paid before closing. It expects a financial statement gain of approximately $148 million in the second quarter.
Gross sales price of $235.5 million; net proceeds of $203 million, with $224 million received at closing
Expected financial statement gain of approximately $148 million, to be recognized in the second quarter
Tax gain of approximately $145 million: $48 million recognized in 2025 and approximately $97 million in 2026
The company describes itself as a REIT with four properties in New York City
Costco reported third-quarter fiscal 2026 results for the 12 weeks ended May 10, 2026, with net sales up 11.6% to $69.15 billion and net income of $2.19 billion, or $4.93 per diluted share, compared with $4.28 a year earlier. For the first 36 weeks, net income rose to $6.23 billion, or $14.01 per diluted share, from $12.34 a year earlier, so both the quarter and year-to-date profit measures improved.
Third-quarter net sales were $69.15 billion, up from $61.96 billion a year earlier.
Third-quarter net income was $2.19 billion, or $4.93 per diluted share, versus $4.28 last year.
For the first 36 weeks, net sales were $203.37 billion, up 9.6%, and net income was $6.23 billion, or $14.01 per diluted share.
As of the release, Costco operated 931 warehouses, including 639 in the United States and Puerto Rico.
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.
UiPath reported first-quarter fiscal 2027 revenue of $418 million, up 17% from a year earlier, and GAAP operating income of $28 million compared with a $16 million loss a year earlier. The company also gave second-quarter revenue guidance of $395 million to $400 million and full-year revenue guidance of $1.776 billion to $1.781 billion. Separately, an entity controlled by CEO Daniel Dines adopted a trading plan to sell up to 2,975,000 Class A shares through October 14, 2026.
Revenue of $418 million rose 17% year over year; ARR of $1.901 billion rose 12%.
GAAP operating income was $28 million versus a $16 million loss in the prior-year quarter; GAAP net income was $22.5 million.
Q2 fiscal 2027 revenue guidance is $395 million to $400 million; full-year revenue guidance is $1.776 billion to $1.781 billion.
IceVulcan Investments, controlled by Daniel Dines, may sell up to 2,975,000 Class A shares under a Rule 10b5-1 plan adopted April 15, 2026, running through October 14, 2026.
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.
Ambarella reported first quarter fiscal 2027 revenue of $100.4 million, up 16.9% from a year earlier, and a GAAP net loss of $18.1 million, smaller than the $24.3 million loss a year earlier. The company also guided second quarter revenue to $105.0 million to $111.0 million and authorized a new $50.0 million share repurchase program.
Revenue $100.4 million, up 16.9% from $85.9 million in the same quarter of fiscal 2026.
GAAP net loss $18.1 million, or $0.41 per diluted share, versus $24.3 million, or $0.58, a year earlier.
GAAP gross margin 58.4% versus 60.0%; non-GAAP gross margin 59.9% versus 62.0%.
Second quarter fiscal 2027 revenue guidance $105.0 million to $111.0 million; new $50.0 million buyback runs through June 30, 2027.
PENN Entertainment entered a fourth amendment to its credit agreement on May 28, 2026, repricing and extending its $962.5 million term loan B facility to May 2033. The amendment lowers the term loan B interest rate margins, which reduces borrowing costs on that facility, while the term loan A and revolving facility maturities are unchanged.
Term loan B facility of $962.5 million now matures in May 2033.
Term SOFR loan margin falls from 2.50% to 2.00%.
Base rate loan margin falls from 1.50% to 1.00%.
Term loan A and revolving facility maturities remain unchanged.
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
Okta reported first-quarter fiscal 2027 results for the period ended April 30, 2026, with total revenue up 11% year-over-year to $765 million and GAAP diluted net income per share of $0.42, up from $0.35. The company set full-year fiscal 2027 revenue guidance of $3.185 billion to $3.205 billion, representing 9% to 10% growth, and reported $248 million in common stock repurchases in the quarter. Non-GAAP operating margin fell to 25% from 27% a year earlier.
Total revenue of $765 million, up 11% from $688 million a year earlier
GAAP diluted EPS of $0.42 vs. $0.35; non-GAAP diluted EPS of $0.91 vs. $0.86
Non-GAAP operating margin of 25% vs. 27% in the prior-year quarter
Full-year fiscal 2027 revenue guidance of $3.185 billion to $3.205 billion; Q2 revenue guidance of $790 million to $794 million
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.
REX American reported fiscal first quarter 2026 results for the three months ended April 30, 2026, with net income attributable to REX shareholders of $18.5 million, up from $8.7 million a year earlier. Net sales and revenue slipped to $156.5 million from $158.3 million on lower ethanol pricing, but gross profit more than doubled, helped by $7.5 million of production tax credit income. The company also changed how it accounts for Section 45Z tax credits, with prior periods retrospectively adjusted.
Diluted net income per share attributable to REX common shareholders was $0.56, compared with $0.26 in Q1 2025, on 33,116,000 diluted weighted average shares.
Net sales and revenue were $156.5 million versus $158.3 million, while gross profit rose to $29.1 million from $14.3 million.
Cash, cash equivalents and short-term investments totaled $364.3 million as of April 30, 2026, with no bank debt.
The One Earth expansion is nearing completion, the carbon capture project still awaits Class VI well permitting, and the company budgets $220-$230 million for these projects.
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
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
Ooma reported fiscal first-quarter 2027 results for the period ended April 30, 2026, with revenue up 25% year over year to $81.1 million and GAAP net income of $2.6 million, or $0.09 per diluted share, compared with a GAAP net loss of $0.1 million a year earlier. The company also issued revenue and profit ranges for the second quarter and full fiscal 2027, which shareholders can compare with future results.
Total revenue was $81.1 million, up from $65.0 million a year earlier; FluentStream and Phone.com contributed $11.5 million of revenue in the quarter.
Non-GAAP net income was $9.7 million, or $0.35 per diluted share, compared with $5.6 million, or $0.20 per diluted share, a year earlier.
Adjusted EBITDA was $11.8 million, compared with $6.7 million in the prior-year quarter.
For fiscal 2027, Ooma expects total revenue of $326.0 million to $328.5 million and GAAP net income of $10.5 million to $12.0 million.
On May 21, 2026, Neuphoria received a revenue distribution of AUD $1.416 million from its participation in the former CTx CRC, linked to its KAT6 license to Pfizer after dosing began in the first Phase III trial in ER+/HER2- metastatic breast cancer. The company believes it may receive about 4.65% of future milestone payments from CTx CRC, which it estimates total USD $460 million across all 17 parties, but it cannot determine whether those milestones will be achieved or what any payments would be.
Distribution of AUD $1,416,026 related to the KAT6 program license to Pfizer, received May 21, 2026
Company believes it is eligible for about 4.65% of future milestone payments, estimated at USD $460 million total for all 17 parties
Total CRC trust distributions to the company since 2016 are AUD $3,522,413.68
Semtech reported record first-quarter fiscal 2027 net sales of $291.0 million, up 16% from a year earlier, with GAAP diluted earnings per share of $0.27 versus $0.22 a year earlier. The company also guided second-quarter net sales to $328.0 million, plus or minus $5.0 million, and adjusted diluted earnings per share to $0.61, plus or minus $0.02.
Q1 fiscal 2027 net sales of $291.0 million, up 16% year over year and up 6% from Q4 fiscal 2026
GAAP diluted EPS of $0.27, up from $0.22 a year earlier; adjusted diluted EPS of $0.51, up from $0.38
GAAP operating margin of 8.9%, down from 14.3% a year earlier; adjusted operating margin of 20.4%, up from 19.0%
Q2 fiscal 2027 outlook: net sales of $328.0 million (plus or minus $5.0 million) and adjusted diluted EPS of $0.61 (plus or minus $0.02)
Box reported first quarter fiscal 2027 results for the quarter ended April 30, 2026, with revenue of $305.9 million, up 11% from a year earlier, and GAAP diluted EPS of $0.08 versus $0.02. The company also issued guidance for the second quarter and full fiscal 2027, including full-year revenue of about $1.280 billion and non-GAAP diluted EPS of about $1.56, and it repurchased 4.8 million shares for about $114 million in the quarter.
Revenue $305.9 million, up 11% (10% in constant currency); billings $255.4 million, up 5%
GAAP operating income $27.4 million, or 9.0% of revenue, versus $6.3 million a year earlier
Non-GAAP diluted EPS $0.37 versus $0.30; GAAP diluted EPS $0.08 versus $0.02
Q2 FY27 guidance: revenue about $319 million, up 9%; full-year revenue about $1.280 billion
Dropbox said Ashraf Alkarmi, its General Manager, Core, will become Co-Chief Executive Officer and a board member effective May 26, 2026, alongside co-founder Andrew Houston. After a transition period, Houston is expected to become Executive Chairman and Alkarmi will be the sole CEO. The company also said it expects second quarter and fiscal 2026 results to be in line with or above previously provided guidance ranges.
Ashraf Alkarmi, 47, joined Dropbox in November 2024 and becomes Co-CEO effective May 26, 2026.
Alkarmi's annual base salary is $825,000 from June 1, 2026, with RSUs valued at $12,656,250 vesting over four years.
Dropbox expects Q2 and fiscal 2026 results in line with or above the guidance ranges given in its May 7, 2026 investor supplement.
Michael Torres was appointed Chief Product Officer, effective July 7, 2026.
Groupon's board approved a restructuring plan on May 21, 2026, covering up to 400 positions globally, including employees and contractors, with most reductions expected by the end of the third quarter of 2026, subject to local consultation rules. The company expects $7 to $13 million in pre-tax charges, mostly cash severance, and $10 to $12 million in gross 2026 savings, of which up to 50% will be reinvested. It also raised full-year Adjusted EBITDA guidance to $75 to $80 million from $70 to $75 million, while Chief Operating Officer Jiri Ponrt resigns effective July 10, 2026.
Up to 400 positions to be reduced globally, with a majority expected by the end of Q3 2026
Pre-tax restructuring charges estimated at $7 to $13 million, mostly cash severance and compensation
Full-year Adjusted EBITDA guidance raised to $75 to $80 million from $70 to $75 million
COO Jiri Ponrt resigns effective July 10, 2026; no disagreement cited and no severance benefits
AutoZone reported third-quarter results for the 12 weeks ended May 9, 2026, with net sales up 8.4% to $4.8 billion and diluted earnings per share of $38.07, compared with $35.36 a year earlier. Operating profit rose 6.6% to $923.8 million, although gross margin fell 57 basis points. Shareholders are affected because sales, operating profit and per-share earnings all grew, and the company repurchased $586.3 million of its stock during the quarter.
Net sales rose 8.4% to $4.8 billion for the 12 weeks ended May 9, 2026.
Diluted EPS was $38.07 versus $35.36; net income was $641.5 million versus $608.4 million.
Domestic same store sales rose 4.1%; international same store sales rose 16.6%, or 1.6% in constant currency.
Gross margin was 52.2%, down 57 basis points, driven by a 77 basis point non-cash LIFO impact.
On May 22, 2026, Northern Oil and Gas agreed to acquire oil and gas assets in Alberta's Duvernay from Parallax Energy Operating for CA$237.0 million in cash plus shares of common stock worth CA$113.0 million, with up to CA$25.0 million of contingent consideration. The company also raised its 2026 production guidance, which it says reflects the high end of its prior low-activity range and a minor contribution from the pending acquisition.
Cash consideration of CA$237.0 million plus stock worth CA$113.0 million, subject to customary adjustments; contingent consideration up to CA$25.0 million tied to WTI prices from April 1, 2026 through December 31, 2027
Expected closing late in the second quarter of 2026; effective date April 1, 2026
Revised FY2026 annual production guidance of 143,000 to 148,000 Boe per day, up from 139,000 to 143,000 Boe per day
Stock consideration issued under Section 4(a)(2); the company must file a resale registration statement after closing
Cavco Industries reported higher fourth-quarter and full-year fiscal 2026 revenue and diluted earnings per share compared with the prior year. On May 18, 2026, the board approved a new $150 million stock repurchase program, which the company expects to fund from existing cash. The company is not obligated to buy any particular amount of stock, and the program can be suspended or discontinued at any time.
Fourth-quarter net revenue was $550 million, up 8.2% from $508 million; diluted EPS was $5.42 versus $4.47.
Fiscal 2026 net revenue was $2.245 billion, up 11.4%; diluted EPS was $23.98 versus $20.71.
Factory-built housing gross margin for the year was 22.1%, down from 22.9%.
Backlog at March 28, 2026 was $195 million, down from $197 million a year earlier.
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
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