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%.
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
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
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
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
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.
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.
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
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
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
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
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).
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.
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%.
G-III Apparel Group signed agreements on May 14, 2026 to buy the global Marc Jacobs operating business, while WHP Global takes over licensing operations through a jointly owned intellectual property venture. G-III said it will fund its approximately $500 million investment with cash on hand and revolving credit borrowings, and that the deal is expected to be dilutive for the first 12 months after closing, with accretion expected thereafter.
G-III's investment is approximately $500 million, funded with cash on hand and revolving credit facility borrowings.
The deal is expected to be dilutive during the first 12 months after closing, with accretion expected thereafter.
Closing is subject to conditions including regulatory approval and is expected in G-III's fiscal third quarter of 2027.
Either party may terminate if closing has not occurred by the six-month anniversary of signing, subject to a possible 60-day extension for antitrust approvals.
Infleqtion reported first-quarter 2026 revenue of $9.5 million, up 14% from a year earlier, and raised its 2026 revenue guidance to at least $40 million. The net loss widened to $30.3 million from $6.0 million, though the per-share loss narrowed to $0.26 from $0.41 on a much larger share count after the go-public transaction.
Q1 2026 revenue of $9.5 million, up 14% year over year
GAAP net loss of $30.3 million, or $0.26 per share, versus a net loss of $6.0 million, or $0.41 per share, in Q1 2025
Go-public transaction expenses of $11.5 million and stock-based compensation of $8.3 million were included in GAAP results
Cash, cash equivalents and available-for-sale securities totaled $569 million as of March 31, 2026
Pixelworks reported first-quarter 2026 results, with net income of $80.6 million driven by a $85.2 million gain from discontinued operations tied to the January sale of its Shanghai subsidiary. Revenue was about $446,000, up from zero a year earlier, but the loss from continuing operations widened to $4.6 million from $2.8 million, including $2.0 million of restructuring costs. Shareholders also get a $5 million buyback authorization and cash of about $58 million with no debt.
Net income attributable to Pixelworks was $80.6 million, or $12.69 per basic share, versus a net loss of $7.8 million a year earlier.
Revenue was $446,000 versus zero in Q1 2025; loss from operations was $4.9 million versus $3.1 million.
Restructuring expense was $2.0 million; cash and cash equivalents were $57.8 million at March 31, 2026, with no debt.
The Board authorized a $5 million stock repurchase program on March 30, 2026, beginning May 15, 2026; the company targets cash operating expenses of about $2 million per quarter from Q2.
York Space Systems reported first-quarter 2026 revenue of $116.3 million, up 9% from a year earlier, but its net loss widened to $114.8 million from $11.7 million, driven largely by an $84.7 million stock compensation expense. The company reaffirmed its full-year 2026 revenue guidance of $545 million to $595 million, which matters to shareholders because revenue grew while profitability weakened sharply.
Revenue rose to $116.3 million from $106.3 million, while gross margin fell to 19% from 23%.
Net loss was $114.8 million versus $11.7 million a year earlier; adjusted EBITDA was a loss of $3.6 million versus a $5.5 million profit.
Full-year 2026 revenue guidance of $545 million to $595 million was reaffirmed as of May 14, 2026.
Backlog rose to $642 million from $543 million at December 31, 2025, and cash was $656 million at March 31, 2026.
Figma reported first-quarter 2026 results on May 14, 2026, with revenue of $333.4 million, up 46% year over year and above its prior first-quarter guidance range. The company raised its full-year 2026 revenue guidance by $55 million, but its GAAP net loss was $142.4 million, compared with net income of $44.9 million a year earlier, so shareholders face a mixed picture of stronger sales and outlook alongside a larger GAAP loss.
Q1 2026 revenue was $333.4 million, up 46% year over year, versus 40% growth in Q4 2025.
Full-year 2026 revenue guidance is $1.422 billion to $1.428 billion, a $55 million raise; non-GAAP operating income guidance is $125.0 million to $135.0 million.
Second-quarter 2026 revenue outlook is $348.0 million to $350.0 million.
GAAP net loss was $142.4 million, or $(0.27) per share, versus net income of $44.9 million in Q1 2025; non-GAAP net income was $56.5 million.
Iridium agreed on May 13, 2026, to acquire the 61% of Aireon it does not already own for approximately $366.7 million, paid half in cash at closing and half as a seller loan due one year later. Iridium also expects to assume about $155.0 million of Aireon debt and expects net leverage to rise to about 4.0 times OEBITDA in Q3 2026, with its share buyback program remaining paused.
Purchase price is approximately $366.7 million, with 50% paid in cash at closing and 50% as a $183.36 million, non-interest-bearing seller loan due one year after closing.
Iridium expects to assume Aireon debt of about $155.0 million at closing, bearing interest at SOFR + 6.25% and maturing October 2028.
Iridium expects the deal to add at least $100 million of annualized service revenue and $30 million of annualized OEBITDA.
Net leverage is expected to rise to about 4.0 times OEBITDA in Q3 2026; the paused share buyback is unchanged, and closing is targeted for early July 2026, subject to regulatory approvals.
YETI reported first quarter 2026 sales up 8% to $380.4 million, while diluted EPS fell 35% to $0.13 from $0.20 and adjusted EPS fell 16% to $0.26, including a $0.09 unfavorable net impact from incremental tariffs. The company raised its 2026 adjusted EPS outlook to $2.83 to $2.89 and increased its share repurchase authorization to $500 million, which matters to shareholders because the earnings forecast rose and buyback capacity expanded even though profit declined in the quarter.
Q1 2026 net sales rose 8% to $380.4 million; wholesale sales rose 19% to $183.6 million, while direct-to-consumer sales were flat at $196.8 million
Diluted EPS fell 35% to $0.13 from $0.20; net income fell 41% to $9.9 million; operating income margin was 3.3%
2026 adjusted EPS outlook raised to $2.83 to $2.89, up from $2.77 to $2.83; sales growth outlook low end raised to 7% to 8%
Board increased share repurchase authorization to $500 million available as of May 14, 2026; outlook includes $100 million in expected 2026 repurchases
Prestige Consumer Healthcare agreed to acquire LaCorium Health, an Australian skin care business, for about $150 million in cash, subject to adjustments including indebtedness. The same day it reported fiscal 2026 results showing lower revenue and lower full-year diluted EPS, alongside fiscal 2027 outlook ranges for revenue and adjusted diluted EPS that are above fiscal 2026 levels.
Sale and Purchase Deed for about $150 million in cash; closing expected in the second quarter of fiscal 2027, and either party may terminate before October 1, 2026 for an uncured breach.
Q4 fiscal 2026 revenue was $281.6 million, down 5.0% from $296.5 million; Q4 diluted EPS was $1.13 versus $1.00.
Fiscal 2026 revenue was $1,088.7 million, down 4.3%; diluted EPS was $3.91 versus $4.29, and adjusted diluted EPS was $4.38 versus $4.52.
Fiscal 2027 outlook: revenue of $1,100 million to $1,121 million, adjusted diluted EPS of $4.42 to $4.51, and free cash flow of $250 million or more.
Marchex reported first-quarter 2026 revenue of $10.6 million, down from $11.4 million a year earlier, while its net loss narrowed to $1.7 million from $2.0 million. The company raised its second-quarter 2026 Adjusted EBITDA guidance to $1.6 million to $1.8 million, up from prior guidance of more than $1 million, and said the proposed Archenia acquisition is expected to close in July 2026 if stockholders approve it.
Q1 2026 revenue was $10.6 million versus $11.4 million in Q1 2025.
Net loss was $1.7 million, or $(0.04) per diluted share, versus $2.0 million, or $(0.05), a year earlier.
Q2 2026 Adjusted EBITDA is now expected to be $1.6 million to $1.8 million, up from prior guidance of more than $1 million.
Marchex signed a Stock Purchase Agreement on May 8, 2026 to acquire 100% of Archenia, Inc.; closing is expected in July 2026, subject to majority approval by disinterested stockholders.
Doximity reported fiscal fourth-quarter 2026 revenue of $145.4 million, up 5%, but GAAP net income fell to $19.1 million from $62.5 million and adjusted EBITDA declined 6%. The company also gave fiscal 2027 revenue guidance of $664 million to $676 million and named Matthew Sonefeldt as chief financial officer and Steven L. Zatz, M.D. as president, both effective May 13, 2026.
Q4 revenue $145.4 million vs. $138.3 million; net income $19.1 million vs. $62.5 million; diluted EPS $0.10 vs. $0.31
Q4 adjusted EBITDA $65.8 million vs. $69.7 million; full-year fiscal 2026 revenue $644.9 million, up 13%
Fiscal 2027 guidance: revenue $664 million to $676 million; adjusted EBITDA $323 million to $335 million; fiscal Q1 revenue $151 million to $152 million
Matthew Sonefeldt becomes principal financial officer June 8, 2026; Siddharth Sitaram serves as interim PFO through June 7, 2026
Grocery Outlet reported a first-quarter fiscal 2026 net loss of $180.3 million, or $(1.83) per diluted share, compared with a net loss of $23.3 million, or $(0.24), a year earlier. The loss reflects a $158.0 million non-cash goodwill impairment, while net sales rose 3.6% to $1.17 billion, and the company reaffirmed its fiscal 2026 guidance. For shareholders, sales growth was offset by a sharp decline in profit and a much larger per-share loss.
Net sales rose 3.6% to $1.17 billion, but comparable store sales declined 1.0%.
Net loss was $180.3 million, or $(1.83) per diluted share, versus $23.3 million, or $(0.24), a year earlier, including the $158.0 million goodwill impairment.
Adjusted EBITDA was $43.1 million, or 3.7% of net sales, compared with $51.9 million, or 4.6%, last year.
Fiscal 2026 guidance was reaffirmed, including adjusted EBITDA of $220 million to $235 million and diluted adjusted EPS of $0.45 to $0.55.
Xtant Medical reported first-quarter 2026 revenue of $20.9 million, down from $32.9 million a year earlier, and a net loss of $3.1 million, compared with net income of $58,000. The company raised its full-year 2026 revenue guidance to $101 million to $105 million from $95 million to $99 million, citing its exclusive U.S. distribution agreement for Dilon Technologies' HEMOBLAST Bellows product. Revenue and profit declined while guidance rose, so the results point in mixed directions for shareholders.
Q1 2026 revenue was $20.9 million versus $32.9 million in Q1 2025, mainly due to the Companion Spine asset sale and 2025 license revenue that did not repeat.
Q1 2026 net loss was $3.1 million versus net income of $58,000; non-GAAP adjusted EBITDA was a loss of $1.6 million versus positive $3.0 million.
2026 revenue guidance raised to $101 million to $105 million from $95 million to $99 million, tied to the Dilon Technologies HEMOBLAST Bellows agreement.
Total indebtedness fell $13.3 million in Q1 2026; cash and cash equivalents were $12.2 million as of March 31, 2026.
Nextpower reported fiscal fourth-quarter 2026 revenue of $881 million and GAAP diluted EPS of $0.97, both below the year-earlier quarter, while full-year fiscal 2026 revenue rose to $3.56 billion and GAAP diluted EPS reached $3.84. The company raised its fiscal 2027 revenue outlook to $3.8 billion to $4.1 billion from $3.6 billion to $3.8 billion, and it also announced a planned acquisition of power conversion product lines subject to Spanish government approval.
Q4 FY26 revenue $881 million vs. $924 million in Q4 FY25; GAAP diluted EPS $0.97 vs. $1.05
Full-year FY26 revenue $3.56 billion; GAAP diluted EPS $3.84 vs. $3.47 in FY25
FY27 outlook: revenue $3.8 billion to $4.1 billion; Adjusted EBITDA $825 million to $900 million
Robert Vinje appointed Chief Operating Officer effective June 15, 2026; Marco Miller moves to Chief Project Development Officer
Evolv Technology reported first-quarter 2026 revenue of $46.3 million, up 45% from a year earlier, and ending annual recurring revenue of $127.3 million, up 20%. The company raised its 2026 total revenue outlook to $175 million to $180 million, but its net loss widened to $5.0 million from $1.7 million, which shareholders should weigh against the higher sales and guidance.
Q1 2026 revenue was $46.3 million, up 45% from $32.0 million in Q1 2025.
Net loss was $5.0 million, or $(0.03) per share, versus $1.7 million, or $(0.01) per share, in Q1 2025.
2026 total revenue outlook raised to $175 million to $180 million from $172 million to $178 million issued March 10, 2026.
Cash, cash equivalents and marketable securities were $61.1 million as of March 31, 2026.
TriSalus Life Sciences reported first quarter 2026 revenue of $8.9 million, down 2.9% from a year earlier, and revised its 2026 revenue guidance to $54 million to $57 million. Net income was $1.5 million, or $0.03 per share, but that result reflected $11.3 million of non-cash derivative gains, while the operating loss widened, so shareholders face a mixed picture.
Q1 2026 revenue was $8.9 million, down 2.9% from $9.2 million in Q1 2025, which the company attributed mainly to its commercial expansion.
Operating loss widened to $8.4 million from $7.3 million, and adjusted EBITDA loss widened to $5.8 million from $5.5 million.
Net income attributable to common stockholders was $1.5 million, or $0.03 per share, versus a net loss of $11.1 million, or $(0.39) per share, a year earlier; the company cited $11.3 million of non-cash fair value gains on derivatives.
2026 revenue guidance was revised to $54 million to $57 million, citing lower Q1 revenue and delayed FDA clearance timing for TriNav Advance; cash totaled $56.6 million on March 31, 2026, after a $46.0 million gross equity raise.
Under Armour reported fourth-quarter and full-year fiscal 2026 results on May 12, 2026. Revenue fell 1% to $1.2 billion in the quarter and 4% to $5.0 billion for the year, and the company posted a full-year net loss of $496 million. It also raised the total cost of its fiscal 2025 restructuring plan to approximately $305 million and gave initial fiscal 2027 guidance that includes operating income of $96 million to $116 million.
Q4 fiscal 2026 revenue fell 1% to $1.2 billion; net loss was $43 million, or $0.10 per share, versus a $67 million loss ($0.16 per share) a year earlier.
Full-year net loss was $496 million ($1.16 per share), including a $247 million valuation allowance on U.S. federal deferred tax assets.
Total fiscal 2025 restructuring plan costs were raised to approximately $305 million from the previous $255 million, with completion expected by December 31, 2026.
Fiscal 2027 outlook: operating income of $96 million to $116 million and GAAP diluted loss per share of breakeven to $0.04.
Ralliant reported first-quarter 2026 revenue of $535 million, up 11% from a year earlier, and raised its full-year 2026 outlook. GAAP net earnings fell to $44 million, or $0.39 per diluted share, from $63.9 million, or $0.57, a year earlier, so shareholders see higher sales alongside lower reported profit. The company also raised its share repurchase authorization to $500 million.
Revenue of $535 million, up 11% year over year and up 9% organically; net earnings of $44 million, or $0.39 per diluted share, versus $0.57 a year earlier
Full-year 2026 guidance: revenue of $2.185 to $2.245 billion and adjusted EPS of $2.53 to $2.69
Second-quarter 2026 guidance: revenue of $540 to $556 million and adjusted EPS of $0.58 to $0.64
Share repurchase authorization raised to $500 million on May 8, 2026, including a planned $100 million accelerated share repurchase in the second quarter
SOLV Energy reported first-quarter 2026 revenue of $677 million, up 66% from a year earlier, and a net loss of $27 million, which included a one-time, non-cash expense of $52 million tied to modifying legacy equity awards from its IPO reorganization. The company raised its full-year 2026 Adjusted EBITDA guidance to $435 million to $455 million. For shareholders, operating growth was strong, but the reported loss widened and the company's chief strategy officer stepped down from that role.
Revenue was $677 million versus $408 million a year earlier; Adjusted EBITDA was $93 million, up 174% from $34 million.
Net loss was $27 million, including a one-time, non-cash expense of $52 million from modifying legacy equity awards; basic and diluted loss per share was $0.20 for February 12 to March 31, 2026.
Full-year 2026 guidance: revenue of $3.720 billion to $3.820 billion and Adjusted EBITDA of $435 million to $455 million.
Erik Johnson resigned as Chief Strategy Officer effective May 11, 2026, and will remain an employee through the end of 2026.
Qnity reported first-quarter 2026 net sales of $1.3 billion, up 18% from a year earlier, and raised its full-year 2026 guidance across all metrics. GAAP net income fell 19% to $162 million and GAAP diluted EPS fell 22% to $0.72, while adjusted EPS rose 33% to $1.08, a non-GAAP measure. Shareholders get higher sales and a raised outlook, but the GAAP profit decline is the key counterpoint.
Q1 2026 net sales $1,315 million, up 18% year over year; organic sales up 17%
GAAP net income $162 million, down 19%; GAAP diluted EPS $0.72, down 22%
Adjusted EPS $1.08, up 33%; adjusted operating EBITDA $411 million, up 22%
Full-year 2026 guidance: net sales $5.225 billion to $5.375 billion; adjusted EPS $3.80 to $4.14
Ovintiv reported a first-quarter 2026 net loss of $630 million, or $2.35 per diluted share, compared with a net loss of $159 million, or $0.61 per share, a year earlier. The loss was driven mainly by non-cash ceiling test impairments of $1.2 billion after tax, while total revenues rose to $2,532 million from $2,377 million. The company also declared a $0.30 per share quarterly dividend and reiterated its full-year 2026 production and capital guidance.
Q1 2026 net loss of $630 million ($2.35 per diluted share) vs. net loss of $159 million ($0.61 per share) in Q1 2025
Non-cash ceiling test impairments of $1.2 billion after tax, or $4.30 per diluted share, primarily due to a weaker SEC 12-month trailing oil price
Total revenues of $2,532 million vs. $2,377 million; Q1 cash from operating activities of $1.1 billion
Quarterly dividend of $0.30 per share payable June 30, 2026, to holders of record as of June 15, 2026
Life360 reported first-quarter 2026 revenue of $143.1 million, up 38% from a year earlier, and raised its full-year 2026 revenue and Adjusted EBITDA guidance. Net income fell to $2.8 million from $4.4 million, and the company posted an operating loss of $8.1 million, compared with operating income of $2.2 million a year earlier, as operating expenses rose 46%. Shareholders see faster top-line growth alongside lower profit and a higher cost base.
Q1 2026 revenue of $143.1 million, up 38% year over year; advertising revenue of $19.7 million, up 329%, after the Nativo acquisition.
Net income of $2.8 million, or $0.03 per diluted share, versus $4.4 million, or $0.05 per diluted share, a year earlier.
Full-year 2026 revenue guidance raised to $650 million to $685 million from $640 million to $680 million; Adjusted EBITDA guidance raised to $130 million to $140 million from $128 million to $138 million.
Gross margin fell to 77% from 81%, and operating expenses rose 46% to $118.6 million.
ZoomInfo's board approved a 2026 restructuring program on May 5, 2026, to reduce operating costs, including a global reduction of about 600 employees. The company expects pre-tax charges of $45 million to $60 million, mostly cash, and about $60 million in annual run-rate operating expense savings once fully implemented. For shareholders, the savings are offset in the near term by the charges, and the filing says actual amounts may differ materially from estimates.
Board approved the 2026 Restructuring Program on May 5, 2026; it is expected to be substantially complete by the end of 2026.
About 600 roles affected, roughly 20% of ending first-quarter headcount; about one-fourth of impacted roles will be reallocated or offset by hiring in other locations.
Estimated pre-tax charges of $45 million to $60 million, mostly cash, mainly one-time termination benefits; most charges expected in the second and third quarters of 2026.
Expected annual run-rate operating expense reduction of about $60 million once fully implemented; CEO email says the Israel site will close by year-end.
Hims & Hers reported first-quarter 2026 revenue of $608.1 million, up 4% from a year earlier, but swung to a net loss of $92.1 million from net income of $49.5 million in the same period of 2025. The company raised its full-year 2026 revenue guidance to $2.8 billion to $3.0 billion and set full-year Adjusted EBITDA guidance at $275 million to $350 million, which excludes the proposed Eucalyptus acquisition.
Q1 2026 Adjusted EBITDA was $44.3 million, down from $91.1 million, with margin at 7% versus 16%.
Gross margin fell to 65% from 73%, and United States revenue declined 8% to $529.9 million while Rest of the World revenue rose to $78.2 million.
Subscribers reached about 2.6 million at March 31, 2026, up 9% year over year.
Second-quarter 2026 guidance calls for revenue of $680 million to $700 million and Adjusted EBITDA of $35 million to $55 million.
ZoomInfo reported first-quarter 2026 revenue of $310.2 million, up 1.5% from a year earlier, and GAAP net income of $29.3 million, or $0.10 per diluted share, versus $0.08 a year earlier. The company lowered its full-year 2026 GAAP revenue guidance to $1.185-$1.205 billion from $1.247-$1.267 billion, while keeping adjusted EPS guidance at $1.10-$1.12. Separately, a May 8, 2026 credit agreement amendment added $26 million of revolving credit commitments, bringing the total to $276 million.
Q1 2026 GAAP revenue was $310.2 million, up from $305.7 million in Q1 2025.
GAAP net income was $29.3 million, or $0.10 per diluted share, compared with $26.8 million, or $0.08, a year earlier.
FY2026 GAAP revenue guidance is $1.185-$1.205 billion, down from the prior $1.247-$1.267 billion; adjusted operating income guidance was also lowered to $437-$447 million from $456-$466 million.
A May 8, 2026 amendment to the First Lien Credit Agreement increased revolving commitments by $26 million to $276 million.
Aura Biosciences reported first quarter 2026 results, with a net loss of $33.7 million, up from $27.5 million a year earlier. The loss per share narrowed to $0.50 from $0.55, and the company said a $280.8 million net-proceeds stock offering completed May 5, 2026, should fund operations into the second half of 2028.
Net loss was $33.7 million for the quarter ended March 31, 2026, versus $27.5 million a year earlier; basic and diluted loss per share was $0.50 versus $0.55.
Research and development expenses rose to $28.0 million from $23.3 million, mainly due to the Phase 3 CoMpass trial in early choroidal melanoma.
Cash, cash equivalents and marketable securities were $114.7 million at March 31, 2026, before the offering; about $39.0 million of offering proceeds was used to repurchase shares held by Matrix Capital Management Master Fund, LP.
Natalie Holles became Chief Executive Officer and President effective April 30, 2026, succeeding founder Elisabet de los Pinos, Ph.D.
Autoliv's management approved a plan on May 8, 2026 to close its manufacturing plants in Türkiye, which make steering wheels, airbags and seatbelts. The company expects a final pre-tax charge of approximately $142 million, mostly in the second quarter of 2026, and estimates about 2,200 employees in Türkiye will be affected. It expects a pre-tax benefit of $40 million a year beginning in 2027, fully realized in fiscal 2028.
Final pre-tax charge of approximately $142 million: $13 million non-cash and approximately $129 million cash, mainly severance and retention costs
Estimated pre-tax benefit of $40 million annually, beginning in 2027 and fully realized in fiscal 2028
About 2,200 employees in Türkiye expected to be affected; production to move to other EMEA facilities
Complete closure of Türkiye manufacturing anticipated in the first half of 2028
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