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).
Cencora appointed Eva C. Boratto, currently CFO of Bath & Body Works, as Executive Vice President and Chief Financial Officer, effective June 29, 2026, succeeding James F. Cleary, who is retiring and will advise through the end of 2026. The company also reaffirmed its fiscal 2026 adjusted diluted EPS guidance of $17.70 to $17.90 and its long-term growth targets.
Eva C. Boratto succeeds James F. Cleary as CFO, effective June 29, 2026; Cleary serves in an advisory role through the end of 2026
Boratto's compensation includes a $1,000,000 base salary, a 100% annual bonus target, a $2,000,000 one-time sign-on bonus, and a $6,000,000 restricted stock unit award
Fiscal 2026 adjusted diluted EPS guidance of $17.70 to $17.90 was reaffirmed; it was previously updated on May 21, 2026 from $17.65 to $17.90 after share repurchases
NeoVolta issued 12,195,122 common shares at $2.05 each on May 29, 2026, in an underwritten public offering led by Lake Street Capital Markets. The company expects net proceeds of approximately $23.5 million, which it plans to use for joint venture obligations, working capital and general corporate purposes. The issuance adds new shares that dilute existing holders, and the company also disclosed a non-binding letter of intent with an existing investor for about 1.1 GWh of utility-scale battery storage supply.
12,195,122 shares sold at $2.05 per share; underwriters hold a 30-day option for up to 1,829,268 more shares
Net proceeds of approximately $23.5 million excluding any option exercise, after estimated offering expenses; underwriting discount is 6.0%
Company agreed not to issue or sell additional shares for sixty days after May 27, 2026; executive officers and directors are also subject to lock-up agreements
May 26, 2026 non-binding letter of intent with Infinite Grid Capital covering about 1.1 GWh across three initial projects; no purchase obligation until definitive agreements are signed
LENSAR's Board appointed Michael A. Rossi as Interim Chief Financial Officer and principal financial officer, effective May 29, 2026. Rossi will serve through a consulting agreement with Monomoy Advisors LLC at a $375 per hour cash retainer. The company also set its 2026 annual meeting for August 4, 2026, and moved the deadlines for stockholder proposals and nominations to June 8, 2026.
Michael A. Rossi appointed Interim CFO and principal financial officer by the Board on May 25, 2026, effective May 29, 2026
Rossi is provided through Monomoy Advisors LLC under a consulting agreement at a $375 per hour cash retainer
2026 annual meeting scheduled for August 4, 2026, to be held virtually; record date is June 10, 2026
Deadline for stockholder proposals, director nominations and Rule 14a-19 notices is June 8, 2026
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
Axiom Intelligence Acquisition Corp 1 signed a Business Combination Agreement on May 25, 2026 with Swiss company Terra Quantum AG, which would combine the two companies through a series of mergers. The deal is subject to SPAC shareholder approval and other closing conditions, and it includes up to 75,000,000 additional earnout shares tied to share price targets.
Agreement signed May 25, 2026 with Terra Quantum AG, a Swiss company, and Markus Pflitsch as Shareholder Representative
Up to 50,000,000 Swiss HoldCo earnout shares and 25,000,000 management earnout shares, issuable on 30-day VWAP thresholds of $12.50, $15.00 and $17.50
Post-closing PubCo board to have seven directors, five designated by the Company and two by SPAC
Ward, the SPAC CEO, must pay the Company a $15,000,000 termination fee if SPAC terminates during the diligence period
CoStar Group agreed on May 28, 2026, through a subsidiary, to buy Zonda, a provider of new home construction data, homebuilder software and new home marketplaces, for $800 million in cash. The deal is expected to close in the second half of 2026, subject to regulatory approvals, and CoStar expects it to be accretive to adjusted EPS in the first full year of ownership.
Purchase price is $800 million in cash at closing, paid by a CoStar subsidiary under a Stock Purchase Agreement dated May 28, 2026
Closing is not subject to CoStar stockholder approval or a financing condition; it requires HSR and certain foreign regulatory clearances
Either party may terminate if the deal is not completed by May 28, 2027, subject to extension in certain circumstances
Zonda serves more than 3,000 customers and reports 104% net customer retention; the company expects the deal to be accretive to adjusted EPS in the first full year
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.
Hormel reported fiscal second-quarter 2026 net sales of $2.97 billion, up 2.5% from a year earlier, but GAAP operating income fell to $217 million from $248 million and GAAP diluted EPS was $0.29 versus $0.33. The company lowered its fiscal 2026 GAAP diluted EPS guidance to $1.28 to $1.37 from $1.37 to $1.46, reflecting the $61 million loss on the whole-bird turkey sale, while reaffirming adjusted diluted EPS guidance of $1.43 to $1.51.
Q2 net sales $2.97 billion, up 2.5%; organic net sales up 3%
Q2 GAAP diluted EPS $0.29 vs $0.33 a year earlier; adjusted diluted EPS $0.40 vs $0.35
Fiscal 2026 GAAP diluted EPS guidance cut to $1.28 to $1.37 from $1.37 to $1.46; adjusted EPS guidance reaffirmed at $1.43 to $1.51
Loss on the whole-bird turkey business sale, including transaction costs, was $61 million in the quarter
Six Flags Entertainment Corporation said it appointed Ash Walia as Chief Financial Officer, effective June 17, 2026, succeeding interim CFO Dave Hoffman, who has held the interim role since May 8, 2026 and will remain Chief Accounting Officer. Walia previously served as CFO of Hot Topic since 2021 and of 99 Cents Only Stores, and the filing sets out his pay and severance terms, which shareholders can review in the filing.
Employment agreement dated May 21, 2026, with a three-year initial term and automatic one-year renewals
Base salary of $690,000, with a target annual incentive of 100% of base salary
Initial restricted stock unit award valued at $1,250,000, vesting in equal thirds over three years
Severance if terminated without Cause or for Good Reason: two times base salary plus target annual incentive, payable in installments
National HealthCare entered a credit agreement on May 26, 2026, providing a $475.0 million senior unsecured term loan and a $50.0 million revolving credit facility. The company expects to draw the full term loan to help fund its purchase of assets and real property from National Health Investors, with closing currently anticipated on or around July 1, 2026. The filing does not report earnings, so shareholders can weigh the new debt against the acquisition's size and the stated closing conditions.
Term loan of $475.0 million and revolving facility of $50.0 million, both maturing five years after the Funding Date
Proceeds expected to help fund the Transaction with National Health Investors under an April 21, 2026 purchase agreement
Commitments terminate automatically if the Funding Date has not occurred by August 31, 2026
Existing credit agreement with Bank of America to be repaid in full at initial funding; no amounts were outstanding as of March 31, 2026
Zurn Elkay Water Solutions promoted Chief Financial Officer David Pauli to Chief Operating Officer and named Dan Klun as CFO, both effective immediately. The company also said its second-quarter results are tracking in line with its expectations, but it gave no figures and will provide details on the quarter and second-half outlook during a late-July earnings call.
Dan Klun, 51, promoted to CFO effective immediately; he joined the company in 2005 and was most recently Vice President, Finance since 2017.
David Pauli, 44, moved from CFO to COO effective immediately; he has served as CFO since 2024 and will oversee operations, supply chain and IT.
CEO Todd Adams said second-quarter results are tracking very much in line, with one month left in the quarter.
Full second-quarter results and second-half outlook are expected on an earnings call in late July.
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%
Synopsys entered a Cooperation Agreement dated May 26, 2026 with Elliott Investment Management and related funds. Under the agreement, Jesse Cohn, a Managing Partner at Elliott, joins the Synopsys board effective June 1, 2026, and the board grows to 11 members. The agreement adds a board seat for an activist investor and sets standstill and voting commitments that limit Elliott's stake.
Agreement dated May 26, 2026; Cohn's term runs to the 2027 annual meeting, effective June 1, 2026
Cohn joins the Corporate Governance and Nominating Committee and is included in the 2027 slate of nominees
Elliott may not exceed 4.9% beneficial ownership or 7.5% aggregate economic exposure during the Cooperation Period
The Cooperation Period lasts until the later of the first anniversary of the agreement or ten days after Cohn leaves the board
Synopsys reported second-quarter fiscal 2026 revenue of $2.276 billion, up from $1.604 billion a year earlier, and raised its full-year revenue and non-GAAP EPS targets. GAAP net income fell to $17.1 million, or $0.09 per diluted share, from $349.2 million a year earlier, and included $115.9 million in restructuring charges.
Q2 revenue $2.276 billion vs $1.604 billion a year earlier; non-GAAP EPS $3.35 vs $3.67.
GAAP net income $17.1 million ($0.09 per diluted share) vs $349.2 million ($2.24) a year earlier.
Full-year fiscal 2026 revenue midpoint raised to $9.665 billion from $9.610 billion; non-GAAP EPS midpoint raised to $14.76.
U-Haul Holding Company reported net earnings available to shareholders of $83.1 million for the fiscal year ended March 31, 2026, down from $367.1 million a year earlier, and a fourth-quarter net loss of $127.8 million, compared with a $82.3 million loss in the same quarter of fiscal 2025. The company's chairman attributed the weaker results to losses on disposal of rental equipment, fleet depreciation, and costs tied to built but unrented storage units, and the board authorized a $350 million share repurchase plan on May 22, 2026.
Fiscal 2026 earnings available to shareholders were $83.1 million, versus $367.1 million in fiscal 2025.
Fourth-quarter net loss available to shareholders was $127.8 million, versus a $82.3 million loss a year earlier.
Fourth-quarter consolidated revenue was $1,271.8 million, up from $1,233.5 million.
On May 22, 2026, the board authorized a $350 million share repurchase plan across both share classes.
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
Marvell reported first-quarter fiscal 2027 revenue of $2.418 billion, a record and up 28% from a year earlier, and guided second-quarter revenue to $2.7 billion at the mid-point. GAAP net income fell to $34.5 million, or $0.04 per diluted share, from $177.9 million a year earlier, mainly because of a $250.7 million special item, while non-GAAP diluted EPS rose to $0.80 from $0.62. The company said it is raising its revenue outlook for both fiscal 2027 and fiscal 2028.
Q1 fiscal 2027 net revenue was $2.418 billion, up 28% year over year and $18.0 million above the mid-point of guidance given March 5, 2026
GAAP diluted EPS was $0.04 versus $0.20 a year earlier; non-GAAP diluted EPS was $0.80 versus $0.62
Q2 fiscal 2027 revenue guidance is $2.700 billion, plus or minus 5%, with non-GAAP diluted EPS guided to $0.93, plus or minus $0.05
Agilent reported second-quarter fiscal 2026 results with revenue of $1.83 billion, up 10.0% from a year earlier, and GAAP net income of $339 million, up from $215 million. The company raised its fiscal 2026 non-GAAP EPS guidance to $6.00 to $6.10, which matters to shareholders because it signals higher expected per-share earnings for the year. The filing also discloses a new Chief Accounting Officer, Tim Downs, replacing Rodney Gonsalves, who is retiring.
Q2 revenue of $1.83 billion, up 10.0% reported and 6.3% core, for the quarter ended April 30, 2026
GAAP EPS of $1.20 versus $0.75 a year earlier; non-GAAP EPS of $1.49 versus $1.31
Fiscal 2026 non-GAAP EPS guidance raised to $6.00 to $6.10, an increase of 8 cents at the midpoint; fiscal Q3 non-GAAP EPS expected at $1.48 to $1.50
Tim Downs appointed Vice President, Chief Accounting Officer on May 20, 2026, effective after the Form 10-Q filing; Rodney Gonsalves retires
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
Rollins said CFO Kenneth Krause will resign effective June 15, 2026, to pursue another opportunity, and the board appointed Chief Accounting Officer William Harkins as Executive Vice President and CFO on the same date. The filing says Krause's resignation does not involve any disagreement with the company on operations, policies, or practices. A CFO change at a company of this size is a notable governance event for shareholders, though the filing gives no financial results.
Kenneth Krause resigns as CFO effective June 15, 2026, to pursue an opportunity with a company in an unrelated industry
William Harkins, 45, has been Chief Accounting Officer since March 2025 and becomes EVP and CFO on June 15, 2026, with a $610,000 annual base salary
Harkins receives a one-time restricted stock award valued at $500,000, to be granted July 1, 2026
Krause will provide advisory services through September 30, 2026, and 8,000 of his restricted shares are set to vest on or about February 20, 2027, subject to that service
On May 20, 2026, A SPAC III Acquisition Corp. received a Nasdaq letter stating its stockholders' equity, as reported for the quarter ended March 31, 2026, was below the $2,500,000 minimum required for continued listing. The company has 45 calendar days to submit a compliance plan, and Nasdaq can grant up to 180 days if it accepts the plan, but the filing says there is no assurance the company will regain compliance or that Nasdaq will accept its plan.
Nasdaq letter received May 20, 2026, citing Listing Rule 5550(b)(1) and the $2,500,000 minimum stockholders' equity requirement
Company has 45 calendar days to submit a plan to regain compliance
If accepted, Nasdaq can extend compliance time by up to 180 calendar days from the letter date
Company says it is working on a compliance plan; no assurance of regaining compliance is given
Kemper Corporation appointed Stephen J. McAnena as President and Chief Executive Officer and a board member, effective June 1, 2026, replacing Interim CEO C. Thomas Evans, Jr., who returns to his role as Executive Vice President, Secretary, and General Counsel. The board also added Anthony J. DeSantis as a non-employee director, and the filing describes a new Executive Severance Plan covering key management.
McAnena, 54, was previously Executive Vice President and Chief Operating Officer at Horace Mann Educators Corporation from May 2023 to March 1, 2026.
McAnena's offer letter sets an annual base salary of $1,000,000 and a target bonus of 150% of base salary, plus equity awards with an aggregate target grant date value of $3,500,000.
DeSantis joins the board effective June 1, 2026, and was appointed to the Audit and Risk Committees.
The Executive Severance Plan was adopted May 21, 2026, and covers the new CEO, executive vice presidents, and named executive officers.
Bath & Body Works reported first quarter 2026 net sales of $1,378 million, down 3% from a year earlier, and reaffirmed its full-year 2026 guidance. Reported earnings per diluted share rose to $0.90 from $0.49, but that figure includes an $88 million pre-tax litigation settlement gain and a $62 million tax benefit, while adjusted EPS was $0.32 versus $0.49 last year. Chief Financial Officer Eva Boratto will step down June 12, and Tom Javitch will serve as interim CFO while the company searches for a successor.
Q1 2026 net sales were $1,378 million, down 3% from $1,424 million in Q1 2025.
Reported diluted EPS was $0.90 versus $0.49; adjusted diluted EPS was $0.32 versus $0.49.
Full-year 2026 guidance reaffirmed: net sales down 4.5% to 2.5%, adjusted diluted EPS $2.40 to $2.65.
Second-quarter 2026 diluted EPS is expected at $0.20 to $0.25; CFO Eva Boratto steps down June 12 and Tom Javitch becomes interim CFO.
Dycom reported record fiscal first-quarter 2027 results for the quarter ended May 2, 2026, with contract revenues of $1.965 billion, up 56.1%, and net income of $91.3 million, or $3.00 per diluted share, up from $2.09. The company raised its full-year fiscal 2027 contract revenue outlook and agreed to acquire National Technology Integrators for $275 million, which the company expects to close before the end of its second fiscal quarter.
Contract revenues were $1.965 billion, up 56.1% (24.7% organic); net income was $91.3 million, or $3.00 per diluted share, versus $2.09 a year earlier
Full-year fiscal 2027 contract revenue outlook raised to $7.38 billion to $7.65 billion; the outlook excludes the pending acquisition
Second-quarter outlook: contract revenues of $1.94 billion to $2.01 billion and non-GAAP adjusted diluted EPS of $4.40 to $4.82
Agreed to acquire National Technology Integrators, a Maryland-based low-voltage firm, for $275 million; it is expected to add an initial annual revenue run-rate of about $175 million
DICK'S reported first-quarter net sales of $5.16 billion, up 62.7% from a year earlier, with the Foot Locker acquisition included for the full quarter. GAAP diluted earnings per share rose to $3.54 from $3.24, but non-GAAP earnings per share fell to $2.90 from $3.37, and the company lowered its full-year GAAP earnings per share guidance while keeping its non-GAAP range unchanged.
First-quarter net sales $5.16 billion vs. $3.18 billion a year earlier; Foot Locker acquisition closed September 8, 2025
Diluted EPS $3.54 GAAP vs. $3.24 prior year; non-GAAP $2.90 vs. $3.37
Full-year 2026 GAAP diluted EPS guidance cut to $13.27 to $14.27 from $13.70 to $14.70; non-GAAP range of $13.50 to $14.50 unchanged
DICK'S Business comparable sales outlook low end raised to 2.5% from 2.0%; quarterly dividend of $1.25 per share payable June 26, 2026
Lincoln International, Inc. and its selling stockholders completed the initial public offering of 24,207,486 Class A common shares at $20.00 per share on May 21, 2026, including 3,157,498 shares from the underwriters' option. The company received gross proceeds of $473.7 million before underwriting discounts and commissions, and the filing says its charter and bylaws became effective on May 19, 2026.
Offering of 24,207,486 Class A shares at $20.00 per share, completed May 21, 2026, including 3,157,498 shares from the underwriters' option
Gross proceeds to the company of $473.7 million, before underwriting discounts and commissions
M. Christie Smith and John W. Oleniczak appointed to the board effective May 19, 2026
Charter authorizes 650,000,000 Class A, 250,000,000 Class B, 100,000,000 Class C and 5,000,000 preferred shares
The fund sold $50 million of Series A Mandatorily Redeemable Preferred Shares due April 30, 2031, and agreed to sell $40 million of 5.364% Series C Senior Notes due July 8, 2030. Proceeds will mainly refinance existing debt, including redeeming 2.35% Series A Senior Notes maturing July 8, 2026, and fund new portfolio investments; the preferred holder gains the right to elect two trustees.
Series A preferred: 2,000,000 shares at $25.00 liquidation preference, $50 million gross proceeds, due April 30, 2031
Series C Senior Notes: $40 million at a fixed 5.364% rate, maturing July 8, 2030, with proceeds used to redeem 2.35% Series A Senior Notes maturing July 8, 2026
Preferred purchaser may elect two trustees; Ira P. Cohen nominated as a Class III Trustee
Annual shareholder meeting set for September 25, 2026; record date July 10, 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
Cogent Communications Holdings, through its subsidiary Cogent Fiber, LLC, agreed on May 22, 2026 to sell 10 data center facilities, with certain personal property and customer contracts, to an affiliate of I Squared Capital for $225 million in cash. The company will guarantee certain obligations of the seller, and the sale is expected to close on the later of June 12, 2026 or after HSR antitrust approval, which shareholders can track against the November 18, 2026 termination date.
Purchase price is $225 million in cash for 10 facilities located in Phoenix, Anaheim, Burbank, Stockton, Atlanta, Chicago, Elkridge, Kansas City, Nashville and Houston.
Expected closing is the later of June 12, 2026 or expiration or termination of the Hart-Scott-Rodino waiting period.
Either party may terminate the agreement if the sale is not completed by November 18, 2026, subject to certain limitations.
Cogent agreed to guarantee certain obligations of the seller under the Purchase Agreement.
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
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