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.
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%.
Photronics reported second quarter fiscal 2026 revenue of $209.9 million, down 0.5% from a year earlier and 6.7% from the prior quarter. GAAP net income attributable to shareholders was $31.4 million, or $0.54 per diluted share, up from $0.15 a year earlier but down from $0.74 in the first quarter. The company expects third quarter revenue of $207 million to $215 million and non-GAAP diluted EPS of $0.39 to $0.45.
Revenue of $209.9 million was down 0.5% year-over-year and 6.7% sequentially
GAAP diluted EPS was $0.54, versus $0.15 a year earlier and $0.74 in the first quarter; non-GAAP diluted EPS was $0.42, versus $0.40 a year earlier
Operating margin was 20.1%, versus 24.4% in the first quarter and 26.4% a year earlier
Third quarter fiscal 2026 guidance: revenue of $207 million to $215 million, operating margin of 18% to 20%, and non-GAAP diluted EPS of $0.39 to $0.45
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
Artelo Biosciences entered a sales agreement with H.C. Wainwright & Co. allowing it to sell up to $6,530,000 of common stock through an at-the-market program, paying the agent a 3.0% commission on gross sales. Separately, Craft Capital Management filed a FINRA arbitration claim against the company over a right of first refusal tied to a March 2026 private placement. The stock sales could dilute existing shareholders, and the outcome of the arbitration is not addressed in the filing.
Sales agreement dated May 26, 2026 allows sales of up to $6,530,000 of common stock, par value $0.001 per share
Sales agent receives a 3.0% commission on gross sales price; company has no obligation to sell any shares
Craft Capital seeks an $880,000 success fee, warrants valued at $880,000, monthly late fees and attorneys' fees over the March 30, 2026 private placement, which raised gross proceeds of about $11 million
Minerva Neurosciences entered a Sales Agreement with Leerink Partners LLC for an at-the-market offering of up to $75.0 million of common stock, with a 3.0% commission on gross proceeds. The company is not obligated to sell any shares, so the program could dilute existing shareholders if used. The filing also says the relapse assessment phase of its Phase 3 C19 trial of roluperidone was extended from 40 weeks to 52 weeks after FDA feedback, with topline results still expected in the second half of 2027.
Up to $75.0 million of common stock may be sold through Leerink Partners LLC, under a prospectus supplement dated May 27, 2026
Agent commission is 3.0% of gross proceeds; the company has no obligation to sell any shares
Relapse assessment phase of the C19 trial extended from 40 weeks to 52 weeks after FDA feedback
Topline efficacy results still expected in the second half of 2027; relapse assessment data in the second half of 2028
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
Passage Bio gave written notice on May 21, 2026 to end its research, collaboration and license agreement with Gemma Biotherapeutics, and on May 22, 2026 agreed with its landlord to terminate its 37,000-square-foot office lease at 2005 Market Street. The company agreed to pay a $2.3 million lease termination fee, and the Gemma termination takes effect under the agreement's terms. For shareholders, the filing shows the company is ending a partnership and reducing its office footprint, though the filing does not describe the financial effect beyond the fee.
Gemma Collaboration Agreement, dated July 31, 2024, terminated by written notice on May 21, 2026
Gemma had conducted preclinical and IND-enabling work for the Huntington's disease program and a paused Temporal Lobe Epilepsy program
Lease termination agreement signed May 22, 2026 with Commerce Square Partners; $2.3 million termination fee
Leased space was about 37,000 square feet, with a lease originally set to expire in December 2031; substantially all of it was subleased in 2023
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.
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
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.
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
Editas Medicine agreed to sell 55,555,556 shares of common stock, each paired with a common stock warrant, at a combined price of $2.25, with net proceeds estimated at $117.0 million. The company said the proceeds, together with its cash as of March 31, 2026, should fund operations into the second half of 2028, and the warrants could add about $192.5 million if fully exercised for cash, which would also dilute existing holders.
Gross offering size of about $125.0 million before underwriting discounts and offering expenses, with closing expected on or about May 27, 2026
Cash runway extended to the second half of 2028, based on current plans and assumptions the company says may prove wrong
Warrants have a $3.50 per share exercise price and expire on the earlier of 30 days after Phase 1 EDIT-401 data showing at least three patients with greater than 80% LDL-cholesterol reduction, or three years from issuance
Shimmick Corporation sold 4,289,500 common shares at $3.50 each in an underwritten public offering led by Roth Capital Partners, after the underwriter exercised its full option to buy 559,500 additional shares. The company received net proceeds of approximately $14.0 million after the underwriting discount and estimated offering expenses, and the offering closed on May 26, 2026. New shares increase the number outstanding, so existing holders' ownership percentage is reduced, while the company gains cash.
Offering agreement with Roth Capital Partners, LLC dated May 22, 2026; public offering price $3.50 per share
Total shares sold 4,289,500, including 559,500 shares from the underwriter's option
Net proceeds of approximately $14.0 million; offering closed May 26, 2026
Sold under a Form S-3 shelf registration declared effective July 10, 2025
Transcat reported fiscal fourth quarter 2026 results for the period ended March 28, 2026, with revenue up 15.8% to $89.3 million while net income fell 56.4% to $1.9 million and diluted EPS fell to $0.21 from $0.48. For the full fiscal year, revenue rose 19.2% to $331.9 million, but net income fell 63.0% to $5.4 million, and the company expects high single-digit service organic revenue growth in fiscal 2027.
Q4 fiscal 2026 revenue was $89.3 million, up 15.8%, with service revenue up 18.4% to $61.6 million and distribution revenue up 10.5% to $27.8 million.
Q4 operating income fell 37.6% to $4.3 million, and net income fell to $1.9 million from $4.5 million a year earlier.
Adjusted EBITDA rose 16.0% to $14.8 million in Q4, while total debt was $99.9 million as of March 28, 2026, up from $32.7 million a year earlier.
Management guided to high single-digit service organic revenue growth for fiscal 2027, assuming a stable economic environment.
BILL reaffirmed its previously issued guidance for fiscal 2026 fourth quarter and full year results, first reported May 7, 2026. The company also announced leadership changes, including the departures of Chief Technology Officer Ken Moss and Executive Vice President Mary Kay Bowman, effective June 30, 2026, with both continuing in advisory roles through June 30, 2027.
Guidance for fiscal 2026 Q4 and full year reaffirmed, as first reported May 7, 2026
Ken Moss (CTO since 2023) and Mary Kay Bowman (EVP, Payments and Financial Services) depart effective June 30, 2026
Eric Chan appointed CTO; Michael Cieri promoted to Chief Product Officer over a newly created Product Organization
Sarah Acton, Chief Customer Officer, will depart; a new Chief Revenue Officer will be announced in the coming weeks
The Cato Corporation reported first-quarter net income of $9.3 million, or $0.47 per diluted share, versus $3.3 million, or $0.17, a year earlier, with sales of $169.5 million, up 0.7%. Management said the results were significantly helped by an IEEPA tariff refund claim and expects sales to be negatively affected by rising inflation, especially fuel and food prices.
Net income was $9.3 million, or $0.47 per diluted share, for the quarter ended May 2, 2026, compared with $3.3 million, or $0.17, a year earlier.
Sales were $169.5 million, up 0.7%, and same-store sales increased 3%.
A pre-tax $5.7 million tariff refund claim helped lift gross margin to 37.2% of sales from 35.1%.
Management expects sales to be negatively affected by inflation, especially fuel and food prices, and the company operated 1,065 stores as of May 2, 2026.
CSW Industrials reported fiscal fourth-quarter 2026 results for the period ended March 31, 2026, with revenue up 34.0% to a record $309.0 million, driven mainly by acquisitions. Diluted EPS fell 41.1% to $1.22, mainly because of a $15.6 million non-cash impairment and higher interest expense, while adjusted EPS rose 21.1% to $3.14.
Q4 revenue of $309.0 million, up 34.0% from the prior-year quarter; organic growth was $6.4 million, or 2.8%
Q4 diluted EPS of $1.22, down 41.1% from $2.08; adjusted EPS of $3.14, up 21.1% from $2.59
Fiscal 2026 revenue of $1.1 billion, up 23.3%; diluted EPS of $6.70, down 20.0% from $8.38
Net debt of $842.7 million at quarter end, a net leverage ratio of 2.55x; quarterly dividend of $0.30 per share
Champion Homes reported fourth-quarter fiscal 2026 results for the quarter ended March 28, 2026, with net sales up 4.6% to $621.3 million but net income down 18.4% to $29.7 million, driven by charges tied to acquisition contingent consideration and a product liability true-up. For the full year, net sales rose 7.3% to $2.7 billion and net income rose 4.3% to $206.9 million. The board also approved a $50.0 million increase to the share repurchase program, bringing the available amount to $150.0 million.
Q4 fiscal 2026 net sales rose 4.6% to $621.3 million; net income fell 18.4% to $29.7 million
Q4 diluted EPS was $0.53 versus $0.63 a year earlier; adjusted EPS was $0.68 versus $0.65
Full-year net sales rose 7.3% to $2.7 billion; net income rose 4.3% to $206.9 million; diluted EPS was $3.66 versus $3.42
Board increased the repurchase authorization by $50.0 million to $150.0 million; $200.0 million was repurchased in fiscal 2026
BJ's Wholesale Club reported first-quarter fiscal 2026 total revenues of $5.66 billion, up 9.9% from a year earlier, with comparable club sales up 6.3%. Net income fell 4.7% to $142.7 million and diluted EPS fell to $1.10 from $1.13, and the company said its fiscal 2026 guidance was unchanged.
Total revenues rose 9.9% to $5.66 billion; membership fee income rose 9.9% to $132.4 million.
Net income fell 4.7% to $142.7 million; adjusted EPS was $1.10 versus $1.14 a year earlier.
Adjusted EBITDA rose 4.3% to $298.1 million; SG&A increased to $806.0 million.
Fiscal 2026 guidance from March 5, 2026 is unchanged: adjusted EPS of $4.40 to $4.60 and capital expenditures of about $800 million.
Booz Allen reported fiscal 2026 results for the year ended March 31, 2026, with revenue down 6.4% to $11.2 billion while adjusted diluted EPS rose 2.5% to $6.51. Its fiscal 2027 guidance projects adjusted diluted EPS of $6.00 to $6.35, below the fiscal 2026 figure, and revenue of $11.2 billion to $11.7 billion.
Q4 fiscal 2026 revenue was $2.8 billion, down 6.4% year over year, while adjusted diluted EPS was $1.78, up 10.6%.
Fiscal 2026 GAAP diluted EPS was $6.90, down 4.8%, and net income was $851 million, down 9.0%.
Fiscal 2027 guidance: revenue $11.2 billion to $11.7 billion, adjusted diluted EPS $6.00 to $6.35, and free cash flow $825 million to $925 million.
The board declared a regular quarterly dividend of $0.59 per share, payable June 26, 2026, to holders of record on June 10, 2026.
Copart reported results for the third quarter of fiscal 2026, ended April 30, 2026. Revenue rose 2.1% to $1.2 billion and diluted earnings per share rose to $0.43 from $0.42, but net income attributable to Copart fell $4.2 million to $402.4 million. For shareholders, the quarter shows higher sales and per-share earnings, while lower net income and a 0.2% nine-month revenue decline are the less favorable results.
Q3 revenue was $1.2 billion, up $25.4 million, or 2.1%, from the same period last year.
Net income attributable to Copart was $402.4 million, down $4.2 million, or 1.0%.
Diluted EPS was $0.43 versus $0.42 a year earlier, an increase of 2.4%.
For the nine months, revenue was $3.5 billion, down 0.2%, and the company repurchased $1.6 billion of common stock.
Flowers Foods reported first-quarter 2026 results for the 16 weeks ended April 25, 2026. Net sales rose 1.1% to $1.572 billion, but net income fell 20.6% to $42.1 million, and the company reset its annual dividend rate to $0.50 per share while reaffirming its 2026 adjusted EPS outlook of $0.80 to $0.90.
Net sales rose 1.1% to $1.572 billion, helped by the Simple Mills acquisition and pricing/mix, while volume fell 3.3%.
Net income fell 20.6% to $42.1 million; adjusted diluted EPS fell to $0.29 from $0.35.
Quarterly dividend of $0.1250 per share, payable June 26, 2026, to shareholders of record June 12, 2026.
Fiscal 2026 guidance was reaffirmed, including adjusted diluted EPS of approximately $0.80 to $0.90.
Advanced Drainage Systems reported unaudited fourth-quarter and fiscal 2026 results for the period ended March 31, 2026. Fourth-quarter net sales rose 9.9% to $676.8 million, but net income from continuing operations fell 54.1% to $35.2 million, which the company attributed mainly to acquisition-related costs and restructuring expenses. The company also issued fiscal 2027 targets of $3.350 billion to $3.550 billion in net sales and $1.0 billion to $1.050 billion in Adjusted EBITDA, and its board declared a $0.20 per share cash dividend.
Q4 net sales rose $61.0 million, or 9.9%, to $676.8 million; the NDS acquisition contributed $48.8 million, and stormwater sales rose 2% on an organic basis.
Q4 diluted EPS from continuing operations was $0.43, down from $0.99; adjusted EPS rose 3.9% to $1.07.
Fiscal 2027 targets: net sales of $3.350 billion to $3.550 billion and Adjusted EBITDA of $1.0 billion to $1.050 billion, compared with fiscal 2026 net sales of $3,050.4 million.
Board approved a $0.20 per share cash dividend, payable June 15, 2026, to stockholders of record at the close of business on June 1, 2026.
Ford redeemed its membership interest in BlueOval SK and took on the Kentucky battery plant assets and the related $3,805,040,000 DOE promissory note, which it had previously guaranteed at 50%. The deal ended Ford's obligation to contribute up to $6.6 billion of capital to the joint venture over a five-year period ending in 2026, which shifts both funding and debt exposure onto Ford's balance sheet.
Closing occurred May 20, 2026; Ford's BlueOval SK interest was redeemed and its up to $6.6 billion capital requirement was terminated.
Ford's wholly owned subsidiary Ford Energy Battery LLC acquired BOSK's two Kentucky battery plants, subject to existing DOE liens.
Ford assumed the $3,805,040,000 DOE promissory note at a 4.814% annual rate, with interest-only payments through January 15, 2030 and final maturity July 15, 2040.
The loan includes a liquidity covenant requiring Available Liquidity of at least $4,000,000,000.
On May 21, 2026, Sun Communities agreed to sell its UK business, Park Holidays, to funds affiliated with Aermont Capital in an all-cash deal with an enterprise value of £768 million (about $1.03 billion), subject to a UK Financial Conduct Authority approval and expected to close in the second half of 2026. The company expects non-cash charges of about $1.0 billion to $1.1 billion, mainly because the sale price is below its estimate of the business's net asset value, which would weigh on reported results in the quarters ending June 30 and September 30, 2026.
Enterprise value of £768 million (about $1.03 billion), payable in cash and subject to customary adjustments
Expected non-cash charges of approximately $1.0 billion to $1.1 billion, likely recorded in the quarters ending June 30 and September 30, 2026; the company calls this a preliminary estimate
Closing expected in the second half of 2026, subject to UK Financial Conduct Authority approval
Post-sale, North American MH and RV real property NOI is expected to generate about 95% of total NOI
Deere & Company reported second-quarter fiscal 2026 net income of $1.773 billion, or $6.55 per diluted share, down from $1.804 billion, or $6.64 per share, a year earlier, while net sales and revenues rose 5% to $13.369 billion. The company maintained its fiscal 2026 net income forecast of $4.5 billion to $5.0 billion, so shareholders see steady profit guidance alongside a year-over-year profit decline led by Production & Precision Agriculture.
Q2 net income was $1.773 billion ($6.55 per diluted share), down 2% from $1.804 billion ($6.64 per share); six-month net income was $2.429 billion, down 9%.
Production & Precision Agriculture net sales fell 14% to $4.503 billion and operating profit fell 39% to $706 million.
Small Agriculture & Turf net sales rose 16% to $3.485 billion and Construction & Forestry net sales rose 29% to $3.790 billion.
Fiscal 2026 net income is forecast at $4.5 billion to $5.0 billion, which the company said it maintained; the prior-year period included a $272 million IEEPA tariff refund recovery.
EnerSys reported fourth-quarter fiscal 2026 net sales of $988.0 million, up 1.3%, and adjusted diluted EPS of $3.19, above its $2.95 to $3.05 guidance. GAAP diluted EPS fell 15% to $2.05 because of $42.8 million in net-of-tax highlighted charges, and the company guided first-quarter fiscal 2027 net sales to $915 million to $955 million. The board also declared a $0.2625 quarterly dividend.
Q4 net sales $988.0 million, up 1.3%, at the low end of the $960 million to $1,000 million guidance range
Q4 adjusted diluted EPS $3.19 vs. guidance of $2.95 to $3.05; GAAP diluted EPS $2.05 vs. $2.41 a year earlier
Fiscal 2026 net sales $3,751.4 million, up 3.7%; GAAP diluted EPS $7.70 vs. $8.99
Q1 fiscal 2027 outlook: net sales $915 million to $955 million; adjusted diluted EPS $2.70 to $2.90. Dividend of $0.2625 payable July 2, 2026, to holders of record June 19, 2026
e.l.f. Beauty reported fourth-quarter fiscal 2026 net sales up 35% to $449.3 million and full-year net sales up 25% to $1,636.5 million. A $57.6 million non-cash charge tied to the rhode earnout turned the quarter to a GAAP net loss of $49.4 million, and adjusted diluted EPS fell to $0.32 from $0.78 a year earlier. The company also issued fiscal 2027 guidance calling for net sales of $1,835 million to $1,865 million and adjusted diluted EPS of $3.27 to $3.32.
Q4 net sales rose 35% to $449.3 million; adjusted EBITDA fell 28% to $58.8 million
Q4 GAAP diluted loss was $0.82 per share; adjusted diluted EPS was $0.32 versus $0.78 a year earlier
Full-year GAAP net income was $26.3 million, or $0.44 per diluted share; adjusted diluted EPS was $3.13 versus $3.39
Fiscal 2027 outlook: net sales $1,835 million to $1,865 million and adjusted diluted EPS $3.27 to $3.32
StepStone Group reported results for the fourth quarter and fiscal year ended March 31, 2026. Revenue rose sharply, but the full-year GAAP net loss attributable to the company grew to $535.8 million from $179.6 million, driven by equity-based compensation of $1.74 billion, while fourth-quarter ANI per share fell to $0.57 from $0.68.
Q4 total revenues were $588.6 million, up 56% from $377.7 million; Q4 net loss attributable to StepStone narrowed to $7.8 million from $18.5 million.
Full-year total revenues were $1.99 billion, up 70%, while full-year net loss attributable to StepStone was $535.8 million, or $6.78 per share, versus $179.6 million, or $2.52 per share.
Full-year ANI per share rose 5% to $2.16; Q4 ANI per share fell 16% to $0.57, and Q4 fee-related earnings rose 12% to $105.3 million.
Board declared a $0.28 quarterly dividend and a $0.55 supplemental dividend per Class A share, payable June 30, 2026, to holders of record on June 15, 2026.
Intuit reported fiscal third-quarter 2026 revenue of $8.6 billion, up 10%, and GAAP diluted earnings per share of $11.09, up 11%, and raised its full-year fiscal 2026 revenue guidance. The company also announced a plan to cut its full-time workforce by approximately 17% and estimated $300 million to $340 million in charges, mainly in the fourth fiscal quarter, which will weigh on reported GAAP results.
Q3 revenue of $8.6 billion, up 10%; non-GAAP diluted EPS of $12.80, up 10%
Full-year fiscal 2026 revenue guidance raised to $21.341 billion to $21.374 billion
Workforce reduction of approximately 17%, with charges of $300 million to $340 million, primarily in the quarter ending July 31, 2026
Quarterly dividend of $1.20 per share, payable July 17, 2026, to holders of record on July 9, 2026
Lowe's reported first-quarter 2026 results for the period ended May 1, 2026. Total sales rose to $23.1 billion from $20.9 billion, and comparable sales increased 0.6%, but diluted EPS was $2.90 versus $2.92 a year earlier. The company said adjusted diluted EPS, which excludes $96 million of acquisition-related amortization, rose 3.8% to $3.03, and it affirmed its full-year 2026 outlook.
Total sales were $23.1 billion versus $20.9 billion in the prior-year quarter; comparable sales rose 0.6%.
Diluted EPS was $2.90 versus $2.92 a year earlier; adjusted diluted EPS was $3.03, up 3.8%.
Net earnings were $1.6 billion, and the company paid $674 million in dividends during the quarter.
Full-year 2026 outlook was affirmed, including diluted EPS of approximately $11.75 to $12.25.
Roivant reported fourth-quarter net income attributable to the company of $303 million, compared with a loss of $206 million a year earlier, mainly due to a $770.2 million gain on the Moderna litigation settlement. Q4 revenue fell to $2.5 million from $7.6 million, and the full-year net loss attributable to the company widened to $299.8 million from $172.0 million, so the one-time gain does not reflect a steady operating improvement.
Q4 ended March 31, 2026: net income attributable to Roivant $303.0 million, or $0.28 diluted per share, versus a loss of $206.5 million ($0.29 per share) a year earlier
Gain on litigation settlement of $770.2 million; Q4 revenue $2.5 million versus $7.6 million
Full year: loss from continuing operations $397.9 million versus $729.8 million; net loss attributable to Roivant $299.8 million versus $172.0 million
Cash, cash equivalents and marketable securities of $4.3 billion as of March 31, 2026; Moderna to pay $950 million in July 2026 with an additional $1.3 billion contingent on an appeal
Immunovant reported results for the fourth quarter and fiscal year ended March 31, 2026, with its net loss widening as research and development spending rose to $142.3 million in the quarter, including $39.0 million in contractual costs tied to discontinuing batoclimab after two Phase 3 thyroid eye disease studies missed their primary endpoint. The company also shared preliminary open-label Week 16 data for IMVT-1402 in difficult-to-treat rheumatoid arthritis and said its $902.1 million in cash provides runway to a potential Graves' disease launch. For shareholders, the trial data are a positive step, but losses and spending increased, and the results remain preliminary.
Net loss for the quarter ended March 31, 2026 was $147.9 million ($0.73 per share), up from $106.4 million ($0.64 per share) a year earlier.
Full-year net loss was $505.6 million ($2.77 per share), compared with $413.8 million ($2.73 per share) in fiscal 2025.
IMVT-1402 showed an observed Week 16 ACR20 response rate of 72.7% in 165 evaluable patients in an open-label period; further updates are expected in the second half of calendar 2026.
Cash and cash equivalents totaled $902.1 million as of March 31, 2026.
VF Corp reported fourth-quarter revenue of $2.17 billion, up 1% from a year earlier, and an operating profit of $62 million versus a $73 million loss in the prior-year quarter. The quarter still produced a net loss of $119 million, or $0.30 per diluted share, mainly due to non-cash pension settlement charges tied to terminating its U.S. qualified plan. The company reinstated annual guidance for fiscal 2027 calling for revenue growth of 1% to 2% in constant currency, which signals management expects continued expansion.
Q4 FY2026 revenue was $2,166.0 million, up 1% from $2,143.8 million; excluding Dickies, revenue rose 8%
Q4 net loss was $119.3 million, or $0.30 per diluted share, versus a $0.39 loss a year earlier; pension settlement charges of about $158 million were excluded from adjusted results
Full-year FY2026 diluted EPS from continuing operations was $0.64 versus $0.18, and revenue was $9,605.2 million, up 1%
FY2027 guidance: revenue up 1% to 2% in constant currency, adjusted operating margin of about 8%, and free cash flow flat to up from $405 million; quarterly dividend of $0.09 payable June 18, 2026
Avista Corporation sold two series of first mortgage bonds on May 14, 2026, under a private placement bond purchase agreement, with a further $70.0 million expected in August 2026. At its May 14, 2026 annual meeting, shareholders elected all eleven directors and approved three of four proposals, but did not approve the charter amendment to lower the shareholder approval requirement from 80% to a majority.
Issued $90.0 million of 4.77% first mortgage bonds due 2029 and $70.0 million of 6.10% first mortgage bonds due 2056 on May 14, 2026
Expects to issue an additional $70.0 million of 6.10% bonds in August 2026; proceeds to refinance existing debt and fund utility capital expenditures
Proposal 4 to reduce the approval threshold from 80% to a majority failed; it received 64,317,253 votes for, short of the 80% required
All eleven directors were elected; Deloitte & Touche LLP ratification and the advisory say-on-pay vote were approved
Rapid Micro Biosystems entered into an underwritten offering of about 5 million shares of Class A common stock, including pre-funded warrants, with accompanying Series A and Series B warrants, plus a concurrent sale to directors and officers. The company estimates net proceeds of about $8.9 million for working capital and general corporate purposes. The new shares and warrants add to the number of shares outstanding, which dilutes existing shareholders, while the cash raised supports the company's working capital.
3,581,000 Class A common shares plus pre-funded warrants for up to 1,463,000 shares, sold with warrants at a combined price of $1.955 per share
Series A warrants exercisable at $1.955 and Series B warrants exercisable at $2.340, both exercisable six months after issuance
Estimated net proceeds of about $8.9 million; the offering is expected to close on May 20, 2026
Concurrent sale of 71,607 shares to directors and officers for gross proceeds of about $140,000
Moving iMage Technologies reported fiscal third-quarter 2026 results for the period ended March 31, 2026. Revenue fell 4.9% to $3.39 million, while the net loss narrowed to $122,000, or $0.01 per share, from $240,000, or $0.02 per share, a year earlier. The company expects fourth-quarter revenue of approximately $5.3 million, which would be above the third-quarter level.
Q3 revenue was $3.39 million, down 4.9% from $3.57 million, with $460,000 from DCS cinema loudspeaker sales.
Gross margin rose to 34.8% from 29.8%, and the operating loss narrowed to $134,000 from $270,000.
The company expects Q4 revenue of approximately $5.3 million and a gross margin of 25% to 30%.
At March 31, 2026, cash was $2.4 million, working capital was $4.3 million, and the company reported zero debt.
Toll Brothers reported second-quarter fiscal 2026 results for the three months ended April 30, 2026, with net income of $260.6 million ($2.72 per diluted share), down from $352.4 million ($3.50) a year earlier. Home sales revenues fell to $2.51 billion from $2.71 billion as deliveries declined to 2,491 homes from 2,899. Management said it is raising full-year guidance across its key home building metrics based on year-to-date performance.
Net income $260.6 million, or $2.72 per diluted share, versus $352.4 million, or $3.50, a year earlier
Home sales revenues $2.51 billion on 2,491 deliveries, versus $2.71 billion on 2,899 deliveries
Adjusted home sales gross margin 26.2% versus 27.5%; SG&A at 10.3% of home sales revenues versus 9.5%
Full-year FY 2026 guidance includes 10,400 to 10,700 deliveries and an adjusted home sales gross margin of 26.10%
CAVA reported fiscal first quarter 2026 results for the 16-week period ended April 19, 2026. Revenue rose 32.2% to $434.4 million and same restaurant sales rose 9.7%, but net income fell to $23.6 million from $25.7 million, and diluted EPS was $0.20 versus $0.22. The company raised its fiscal 2026 guidance for same restaurant sales and Adjusted EBITDA.
Revenue of $434.4 million, up 32.2% from $328.5 million a year earlier; same restaurant sales rose 9.7%, including 6.8% guest traffic growth.
Net income of $23.6 million versus $25.7 million; the filing cites a lower tax benefit from equity-based compensation and higher depreciation and amortization.
Adjusted EBITDA of $61.7 million, up 37.6%; the company opened 20 net new restaurants, bringing the total to 459.
Fiscal 2026 guidance raised: same restaurant sales to 4.5% to 6.5% (from 3.0% to 5.0%) and Adjusted EBITDA to $181.0 million to $191.0 million (from $176.0 million to $184.0 million).
Eagle Materials reported fiscal 2026 revenue of $2.3 billion, up 2% and a record, but net earnings fell 9% to $423.8 million and diluted earnings per share fell 4% to $13.16. For the fourth quarter ended March 31, 2026, revenue rose 2% to $479.1 million while net earnings fell 10% to $60.2 million. The filing gives no earnings guidance, and management cited near-term uncertainty in demand.
Fiscal 2026 Light Materials operating earnings fell 15% to $331.4 million, mainly on lower Gypsum Wallboard volume and prices.
Fiscal 2026 Heavy Materials operating earnings rose 10% to $341.2 million, driven by higher Cement and Aggregates sales volume.
Company repurchased about 1.7 million shares for $382 million in fiscal 2026 and reported net debt of $1.5 billion at a 1.9x net leverage ratio.
Home Depot reported first quarter fiscal 2026 sales of $41.8 billion, up 4.8% from a year earlier, with comparable sales up 0.6%. Net earnings fell 4.2% to $3.3 billion, or $3.30 per diluted share, and the company reaffirmed its full-year fiscal 2026 guidance, so shareholders see higher sales alongside lower profit per share.
Sales of $41.8 billion, up $1.9 billion or 4.8%; comparable sales up 0.6%, with U.S. comparable sales up 0.4%
Diluted EPS of $3.30 vs. $3.45 a year earlier; adjusted diluted EPS of $3.43 vs. $3.56
Fiscal 2026 guidance reaffirmed, including diluted EPS growth of approximately flat to 4.0% from $14.23 in fiscal 2025
Operating income of $5.0 billion, down 3.0%; operating margin 11.9% vs. 12.9%
CoreWeave's subsidiary CoreWeave Financing DDTL V, LLC signed a $3.1 billion delayed draw term loan on May 15, 2026, and the company announced the closing on May 18, 2026. The loan is guaranteed by CoreWeave, Inc. and secured by substantially all assets of the borrower and its subsidiaries, and it carries a debt service coverage covenant, so it adds a significant secured debt obligation for shareholders to weigh against the funding it provides for customer infrastructure.
Facility size is $3.1 billion, with draws available until a commitment termination date in September 2026 and maturity on November 15, 2031.
Pricing is SOFR plus a 4.50% margin for SOFR loans, with a 0.50% annual undrawn fee.
Obligations are secured by substantially all assets of the borrower and its subsidiaries and guaranteed by CoreWeave, Inc.; a debt service coverage ratio of at least 1.35x is required starting after the earlier of commitment reduction to ze
Proceeds will fund infrastructure for two customer contracts with non-investment grade customers; the facility is rated Ba2 by Moody's and BB+ by Fitch.
On May 15, 2026, Dominion Energy entered a merger agreement with NextEra Energy. If completed, Dominion would become a wholly owned subsidiary of NextEra, and each Dominion share would convert into 0.8138 NextEra shares plus a pro rata share of $360 million in cash. The deal requires approval by Dominion and NextEra shareholders and several regulatory clearances, so Dominion shareholders will not receive these terms unless those conditions are met.
Each Dominion common share converts into 0.8138 NextEra Energy common shares plus a pro rata share of a $360 million cash payment, without interest.
Closing requires approval by a majority of Dominion shareholders, NextEra shareholder approval of the share issuance, and regulatory clearances from FERC, the NRC, and state commissions in Virginia, North Carolina and South Carolina.
Either party may terminate if the First Merger is not completed by November 15, 2027, extendable to August 15, 2028 under specified conditions.
If the merger closes, Dominion common stock would be delisted from the NYSE and later deregistered; the companies expect closing in 12 to 18 months and propose $2.25 billion in customer bill credits over two years.
On May 15, 2026, NextEra Energy signed a merger agreement with Dominion Energy under which Dominion would become a wholly owned subsidiary. Each Dominion share would convert into 0.8138 NextEra shares plus a pro rata share of $360 million in cash, and NextEra shareholders would own about 74.5% of the combined company. Closing requires shareholder votes and regulatory approvals, and the companies expect it to take 12 to 18 months.
Agreement dated May 15, 2026; each Dominion share converts into 0.8138 NextEra shares plus a pro rata share of $360 million in cash.
NextEra shareholders would own about 74.5% and Dominion shareholders about 25.5% of the combined company.
Termination fees include $2.24 billion payable by Dominion and $6.52 billion payable by NextEra in specified reciprocal cases, and $4.83 billion payable by NextEra in certain regulatory-related terminations.
The First Merger may be terminated if not completed by November 15, 2027, extendable to August 15, 2028 under specified conditions.
Vuzix reported first-quarter 2026 results for the three months ended March 31, 2026, with total sales down 12% to $1.4 million as lower M400 smart glasses unit sales reduced product revenue. The net loss attributable to common shareholders narrowed to $7.1 million, or $0.09 per share, from $8.6 million, or $0.11 per share, mainly because general and administrative expense fell on a $1.7 million decline in non-cash stock-based compensation. Revenue and gross loss moved in opposite directions to the bottom line, and operating cash outflow widened to $5.6 million.
Total sales were $1.4 million versus $1.6 million a year earlier, down 12%, driven by lower product sales.
Net loss attributable to common shareholders was $7.1 million, or $0.09 per share, compared with $8.6 million, or $0.11 per share.
Gross loss widened to $0.4 million from $0.3 million; general and administrative expense fell to $2.1 million from $4.0 million.
Cash used in operating activities was $5.6 million versus $3.5 million in the prior-year period.
Reading International reported first-quarter 2026 revenue of $45.1 million, up 12% from a year earlier, and a narrower operating loss of $3.6 million. The net loss attributable to the company widened to $8.1 million, or $0.36 per share, from $4.8 million, or $0.21 per share, because the year-earlier quarter included a $6.6 million gain on a property sale. Management said it is working to sell its Cinemas 1, 2, 3 building in New York City and is under contract to sell its Napier property in New Zealand.
Total revenue was $45.1 million, up 12% from $40.2 million in Q1 2025, with cinema revenue up 14% to $41.5 million.
Operating loss narrowed to $3.6 million from $6.9 million; EBITDA was negative $0.8 million versus positive $2.9 million a year earlier.
Net loss attributable to Reading International was $8.1 million ($0.36 per share), compared with $4.8 million ($0.21 per share) in Q1 2025.
As of March 31, 2026, cash and cash equivalents were $5.5 million and total gross debt was $184.6 million.
On May 13, 2026, Starbucks' board approved further actions under its "Back to Starbucks" strategy, including streamlining its domestic and international support organization and non-retail facilities and reducing the operational complexity of its Starbucks Reserve and Roastery locations. The company expects about $400 million in restructuring charges, with most plan actions completed by the end of this fiscal year and a significant portion of the charges recorded in fiscal 2026. The charge is large, though the company says the plan supports its $2 billion cost savings initiatives and long-term growth.
Board approved the restructuring actions on May 13, 2026.
About $400 million in total restructuring charges, of which about $280 million is non-cash (mainly impairment of long-lived assets, including right-of-use lease assets) and $120 million is cash (mainly employee separation benefits).
Majority of plan actions expected to be completed by the end of fiscal year 2026.
Company has previously said it is pursuing $2 billion in cost savings initiatives.
Data Storage Corp reported first-quarter 2026 sales of $346,707, up from $312,744 a year earlier, but posted a net loss attributable to common stockholders of $631,272, compared with net income of $24,078 in the prior-year quarter. The company also announced Sovereign AI Solutions, a wholly owned subsidiary for AI continuity infrastructure, and its cash flow statement shows $29.5 million spent on share repurchases in connection with a tender offer, with marketable securities falling to $9.6 million from $39.0 million at year-end 2025.
Sales were $346,707 versus $312,744 a year earlier; gross profit rose to $186,019 from $140,777.
Selling, general and administrative expense rose to $1,472,113 from $856,915, and the operating loss widened to $1,286,094 from $716,138.
Basic and diluted loss per share attributable to common stockholders was $(0.20), versus $0.00 a year earlier.
Share repurchases in connection with a tender offer totaled $29,528,957; Nexxis sales rose 10.9% and gross margin was 53.7% versus 45.0%.
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