US SEC Filings Daily Market Digest — May 05, 2026

05-05-2026

05-05-2026

DuPont reported strong Q1 2026 results with net sales of $1,681 million, up 4% YoY (2% organic), operating EBITDA of $414 million up 15% with margin expansion to 24.6%, and adjusted EPS of $0.55 up 53%, exceeding guidance and prompting a raise in full-year 2026 outlook to net sales of $7,155-$7,215 million, operating EBITDA of $1,730-$1,760 million, and adjusted EPS of $2.35-$2.40. Healthcare & Water Technologies grew organic sales 3%, but Water Technologies declined low to mid-single digits due to logistics disruptions; Diversified Industrials organic sales were about flat, with Building Technologies down low-single digits. The company completed the Aramids divestiture and announced a $275 million accelerated share repurchase.

• ·Completed Aramids divestiture on April 1, 2026, to Arclin for $1.2 billion cash (subject to adjustments), $300 million note receivable, and $325 million equity interest.
• ·Q1 2026 cash provided by operating activities $232 million; capital expenditures $102 million; transaction-adjusted free cash flow conversion 65%.
• ·Announces $275 million accelerated share repurchase to launch imminently.
• ·Q2 2026 guidance: net sales ~$1,800 million, operating EBITDA ~$430 million, adjusted EPS ~$0.59 (organic sales growth ~3%).
• ·Plans to seek stockholder approval for reverse stock split (1-for-2 to 1-for-4) at 2026 Annual Meeting.

05-05-2026

Ingredion Incorporated reported Q1 2026 net sales of $1,792 million, down 1% YoY (3% excluding FX), with reported operating income falling 26% to $203 million and adjusted operating income declining 22% to $212 million, primarily due to operational challenges at the Argo facility in F&II–U.S./CAN, where segment operating income dropped 63% (64% excl. FX). Texture & Healthful Solutions showed resilience with net sales up 2% to $617 million and operating income up 1% to $100 million (flat excl. FX), marking eight consecutive quarters of volume growth, while F&II–LATAM operating income decreased 9% to $115 million (11% excl. FX). The company updated full-year 2026 guidance to adjusted EPS of $10.45-$11.15, with net sales flat to up low single-digits but adjusted operating income flat to down low single-digits.

• ·Argo facility expected to return to normal operations in H2 2026 with sequential improvement in Q2.
• ·Full-year 2026 net sales outlook: flat to up low single-digits.
• ·Full-year 2026 adjusted operating income outlook: flat to down low single-digits.
• ·Full-year 2026 cash from operations: $725M to $825M.
• ·Full-year 2026 capex: $400M to $440M.
• ·Q2 2026 net sales outlook: flat to up low single-digits; adjusted operating income down high single-digits.
• ·Net financing costs $9M in Q1 2026 (flat YoY).

05-05-2026

Expro Group Holdings N.V. announced its financial results for the quarter ended March 31, 2026, via a press release furnished as Exhibit 99.1 to this Form 8-K. The company posted a first quarter 2026 investor presentation on its website under Investor Relations and updated its Interactive Analyst Center with financial results. It also provided updates on the proposed redomiciliation from the Netherlands to the Cayman Islands, noting the Registration Statement was declared effective by the SEC on April 21, 2026.

• ·Filing date: May 5, 2026
• ·Quarter reported: ended March 31, 2026
• ·Registration Statement effective: April 21, 2026
• ·Definitive Proxy Statement/Prospectus mailed: on or about April 21, 2026

05-05-2026

IDEAYA Biosciences reported positive topline results from the Phase 2/3 OptimUM-02 trial of darovasertib + crizotinib in first-line HLA*A2-negative mUM, meeting primary endpoint with median PFS of 6.9 months vs 3.1 months (HR 0.42, 58% risk reduction) and ORR of 37.1% vs 5.8%; NDA submission planned for H2 2026 under FDA RTOR. Cash position stood at $972.9 million as of March 31, 2026, with runway into 2030 unchanged. However, Q1 2026 net loss widened to $98.5 million from $83.3 million in Q4 2025, driven by R&D expenses rising 10.5% to $95.7 million and collaboration revenue declining 39.4% to $6.6 million.

• ·Deprioritizing clinical activity with Gilead for IDE397 + Trodelvy combination and concluding enrollment in MTAP-deleted urothelial and lung cancers trial.
• ·Discontinuing development of IDE275 and IDE705 following GSK collaboration termination, evaluating strategic options.
• ·OptimUM-11 Phase 3 trial initiation expected H1 2026; OptimUM-10 full enrollment by end-2027.

05-05-2026

Gartner Inc reported Q1 2026 total revenues of $1,511,041 thousand, down 1.5% YoY to $1,534,130 thousand, primarily due to a 14.7% decline in Consulting to $119,129 thousand and a 70.7% drop in Other to $19,392 thousand, despite 3.1% growth in Insights to $1,294,195 thousand and 7.8% rise in Conferences to $78,325 thousand. Operating income increased 13.7% to $316,092 thousand and net income rose 5.4% to $222,344 thousand with diluted EPS up 17.3% to $3.18. Stockholders' equity fell sharply to $63,384 thousand from $319,908 thousand at December 31, 2025, driven by $534,637 thousand in share repurchases.

• ·Operating cash flow increased 24.8% YoY to $391,039 thousand.
• ·Proceeds from sale of divested operation: $104,798 thousand, with gain of $6,138 thousand.
• ·Total assets decreased to $7,655,273 thousand from $8,085,400 thousand at Dec 31, 2025.
• ·Fees receivable, net decreased to $1,411,496 thousand from $1,684,522 thousand at Dec 31, 2025.

05-05-2026

ADM reported Q1 2026 net earnings of $298 million and adjusted EPS of $0.71, up 1% YoY, with total segment operating profit rising 2% to $764 million driven by strong growth in Carbohydrate Solutions (+48% to $356 million) and Nutrition (+42% to $135 million). However, Ag Services & Oilseeds declined 34% to $273 million due to $275 million in net negative mark-to-market and timing impacts. The company raised its full-year 2026 adjusted EPS guidance to $4.15-$4.70 from $3.60-$4.25, supported by biofuels policy clarity and progress in crushing and ethanol businesses.

• ·Crushing subsegment operating profit $(79) million in Q1 2026 vs $47 million in Q1 2025 (NM change)
• ·Refined Products and Other subsegment operating profit $86 million in Q1 2026 vs $134 million in Q1 2025 (-36%)
• ·Wilmar equity earnings $66 million in Q1 2026 vs $72 million in Q1 2025 (-8%)
• ·Starches and Sweeteners subsegment operating profit $229 million in Q1 2026 vs $207 million in Q1 2025 (+11%)
• ·Vantage Corn Processors subsegment operating profit $127 million in Q1 2026 vs $33 million in Q1 2025 (NM)
• ·Human Nutrition subsegment operating profit $104 million in Q1 2026 vs $75 million in Q1 2025 (+39%)
• ·Animal Nutrition subsegment operating profit $31 million in Q1 2026 vs $20 million in Q1 2025 (+55%)
• ·Oilseed tonnage produced increased 2% YoY in Q1 2026
• ·Conference call webcast on May 5, 2026 at 7:30 a.m. Central Time

05-05-2026

Kennedy-Wilson Holdings, Inc. filed a DEFM14A proxy statement on May 5, 2026, for a special stockholder meeting to approve a merger agreement dated February 16, 2026, whereby Kona Merger Subsidiary, Inc. will merge with and into the Company, with the Company surviving as a wholly owned subsidiary of Kona Bidco, LLC. A Special Committee of independent directors unanimously approved the transaction as advisable and fair to unaffiliated security holders, and the Board adopted the recommendation. The proxy incorporates recent 10-Qs and 8-K filings but provides no new financial metrics or period-over-period comparisons.

• ·Merger agreement executed February 16, 2026.
• ·Document requests must be made by May 27, 2026.
• ·Incorporates 10-Q for quarter ended September 30, 2024 (filed November 7, 2024); 10-Q for quarter ended September 30, 2025 (filed November 7, 2025); 8-Ks filed February 17, March 2, March 16, and March 31, 2026.

05-05-2026

Eve Holding, Inc. filed an 8-K on May 5, 2026, under Items 2.02 (Results of Operations and Financial Condition) and 9.01 (Financial Statements and Exhibits), indicating the release of financial results. A corresponding 10-Q quarterly report was filed the same day. No specific financial metrics, period-over-period changes, or performance details (positive, negative, or flat) are provided in the filing list excerpt.

• ·CIK: 0001823652
• ·SIC: 3721 - AIRCRAFT
• ·State location: FL
• ·Fiscal Year End: 1231
• ·Business Address: 1400 GENERAL AVIATION DRIVE, MELBOURNE FL 32935
• ·Phone: (321) 751-5050

05-05-2026

For the three months ended March 31, 2026, net income rose 45% YoY to $291 million, supported by a 5% increase in net interest income to $552 million, significantly lower provision for credit losses ($48 million vs $118 million), and 5% higher other revenues at $544 million. However, total interest income declined 10% YoY to $1,696 million due to drops in loan interest (-9%) and short-term investments (-35%), operating expenses edged up 1% to $669 million, and comprehensive income fell 28% to $226 million. Total assets expanded 1% QoQ to $174.7 billion, though deposits decreased 2% to $121.5 billion.

• ·Net cash provided by operating activities increased to $1,439M from $817M YoY.
• ·Net cash used in investing activities was $890M vs provided $2,441M YoY.
• ·Loans grew 3% QoQ to $61,586M gross.
• ·Allowance for credit losses rose to $481M from $442M QoQ.

05-05-2026

Compass Diversified (CODI) completed the sale of its subsidiary Sterno's food service business to Archer Foodservice Partners on May 1, 2026, for an enterprise value of $292.5 million, receiving approximately $280 million in proceeds after adjustments and allocations. CODI plans to use the net proceeds to repay senior secured debt, targeting a senior secured net leverage ratio below 1.0x by June 30, 2026, to avoid excess leverage fees. CEO Elias Sabo described the transaction as a meaningful deleveraging step executed at a favorable valuation despite macroeconomic challenges.

• ·Raymond James acted as financial advisor to Sterno; Jefferies as financial advisor to CODI; Brownstein Hyatt Farber Schreck, LLP as legal counsel to Sterno and CODI.
• ·Forward-looking statements note risks including potential fees if leverage not reduced per senior credit facility milestones and impacts on Rimports business.

05-05-2026

Five9, Inc. commenced an accelerated share repurchase (ASR) agreement with JPMorgan Chase Bank, National Association on May 4, 2026, to repurchase $90.0 million of its common stock under a previously disclosed authorization. The company will make a $90.0 million payment on May 5, 2026, expecting an initial delivery of approximately 3.1 million shares, with final settlement by September 30, 2026. No declines or flat metrics reported in this filing.

• ·ASR total shares based on average daily volume-weighted average price during term, less discount and subject to adjustments.
• ·Authorization previously disclosed in Form 10-Q filed April 30, 2026.

05-05-2026

Oaktree Specialty Lending reported total investment income of $70.4 million ($0.80 per share) for Q2 FY2026 ended March 31, 2026, down from $75.1 million ($0.85 per share) in Q1 FY2026 and $77.6 million ($0.90 per share) YoY, primarily due to lower reference rates and non-recurring income. GAAP net investment income declined to $34.4 million ($0.39 per share) from $36.7 million ($0.42 per share) QoQ, while NAV per share fell to $15.69 from $16.30 QoQ amid realized and unrealized losses of $53.3 million. However, the company originated $204.1 million in new investment commitments at 9.2% weighted average yield, received $334.1 million in proceeds leading to net portfolio contraction, reduced non-accrual investments to 2.6% of debt at fair value from 3.1% QoQ, and declared total cash distributions of $0.34 per share payable June 30, 2026.

• ·Unfunded investment commitments of $276.7 million ($249.6 million excluding JVs) as of Mar 31, 2026.
• ·Liquidity: $620.0 million undrawn credit facility capacity as of Mar 31, 2026.
• ·SLF JV I investment at fair value $112.8 million (down 6.7% QoQ); Glick JV $41.5 million (down 5.4% QoQ).
• ·91.0% of portfolio floating-rate as of Mar 31, 2026.
• ·Quarterly distribution $0.30/share + supplemental $0.04/share, record date June 15, 2026.

05-05-2026

Fresh Del Monte Produce Inc. reported Q1 FY2026 net sales of $1,044.1 million, down 4.9% YoY from $1,098.4 million, driven by the Mann Packing divestiture and avocado oversupply, partially offset by the Del Monte Foods acquisition. Gross margin improved slightly to 8.5% from 8.4%, supported by higher banana and pineapple prices, but operating income declined to $20.1 million from $44.9 million due to asset impairments and segment pressures including poultry/meats and prepared foods. FDP net income fell to $10.0 million ($0.21 diluted EPS) from $31.1 million ($0.64), though adjusted EPS was $0.63; the company supported shareholders with a $0.30 dividend and $4.0 million in repurchases.

• ·Del Monte Foods acquisition closed March 19, 2026, leading to segment realignment including new Prepared Foods segment.
• ·Quarterly dividend of $0.30 per share declared April 28, 2026, payable June 11, 2026 to shareholders of record May 19, 2026.
• ·Long-term debt increased to $438.0 million from $173.0 million at FY2025 end due to acquisition financing.
• ·Income from equity method investments: $6.6 million (up YoY due to fund liquidation distributions).

05-05-2026

Ecovyst Inc. reported first quarter 2026 results from continuing operations with sales of $215.0 million, up 50% YoY from $143.1 million, driven by higher volumes from Waggaman assets and regeneration services, plus favorable pricing including $33 million sulfur cost pass-through; Adjusted EBITDA rose 87% to $39.8 million from $21.3 million. However, gains were partially offset by higher manufacturing costs from turnarounds, inflation, and transportation, while discontinued operations (Advanced Materials & Catalysts, sold Dec 31, 2025) swung to a $1.4 million net loss from $4.5 million income. The company raised its full-year 2026 guidance, including Adjusted EBITDA to $180-195 million from $175-195 million, and repurchased $35.7 million in shares.

• ·2026 guidance revised: Sales $890-970M (prior $860-940M); Adjusted EBITDA $180-195M (prior $175-195M); Adjusted Free Cash Flow $40-55M (prior $35-55M); Capex $80-90M.
• ·Q1 2026 pass-through of higher sulfur costs: ~$33M.
• ·Net debt to net income ratio 11.7x; net debt leverage ratio 1.2x as of March 31, 2026.
• ·Investing ~$20M in 2026 in two virgin sulfuric acid projects.

05-05-2026

Glacier Bancorp, Inc. (GBCI) filed a Form 8-K on May 5, 2026, under Items 7.01 (Regulation FD Disclosure) and 9.01, announcing an investor presentation made that day and posted on its website. The presentation is furnished as Exhibit 99.1. No financial metrics or performance data are disclosed in the filing text itself.

05-05-2026

Coterra Energy Inc. held a virtual special stockholder meeting on May 4, 2026, approving the Merger Agreement with Devon Energy Corporation and Merger Sub (Proposal 1: 623,592,882 For, 955,933 Against, 1,182,150 Abstain) and the advisory compensation for named executive officers (Proposal 2: 570,854,095 For, 53,898,670 Against, 978,187 Abstain), both with no broker non-votes. The merger closing is expected on or about May 7, 2026, subject to customary conditions. No negative voting outcomes or declines were reported.

• ·Joint Proxy Statement/Prospectus dated March 30, 2026, as supplemented.
• ·Merger Agreement attached as Annex A to Joint Proxy Statement/Prospectus.
• ·Coterra Adjournment Proposal not acted upon.

05-05-2026

Devon Energy Corporation held a virtual special stockholder meeting on May 4, 2026, approving the Stock Issuance Proposal for its merger with Coterra Energy Inc. by a vote of 470,046,943 For, 4,149,656 Against, and 1,150,100 Abstain (no broker non-votes). Shareholders also approved the Authorized Share Charter Amendment Proposal to increase authorized common shares from 1,000,000,000 to 2,000,000,000 with 468,262,401 For, 5,833,875 Against, and 1,250,423 Abstain. The merger is expected to close on or about May 7, 2026, subject to customary closing conditions.

• ·Joint Proxy Statement/Prospectus dated March 30, 2026, first mailed on or about March 30, 2026
• ·Registration statement on Form S-4 filed March 24, 2026, declared effective March 26, 2026
• ·Common stock par value $0.10 per share, traded on NYSE under DVN

05-05-2026

CH4 Natural Solutions Corporation, a SPAC sponsored by affiliates of Riverstone Earth LLC, announced the pricing of its IPO of 20,000,000 units at $10.00 per unit, for gross proceeds of $200,000,000. Units will trade on the NYSE under ticker MTNE.U starting May 1, 2026, with separate trading of Class A ordinary shares (MTNE) and warrants (MTNE.WS) to follow; Santander serves as sole book-running manager. The underwriters have a 45-day option to purchase up to 3,000,000 additional units.

• ·IPO registration statement declared effective by SEC on April 30, 2026
• ·Units consist of one Class A ordinary share and one-half of one redeemable warrant
• ·Company focuses on merger targets with real-asset footprint in nature-based systems, agriculture, land management, energy and industrial supply chains

05-05-2026

On May 4, 2026, lenders under Inotiv, Inc.'s Credit Agreement (dated November 5, 2021) granted a limited waiver of the minimum liquidity covenant specifically for the May 1, 2026 and May 8, 2026 liquidity test dates. This waiver does not amend any provisions of the Credit Agreement and highlights potential liquidity constraints during this period.

• ·Credit Agreement originally dated November 5, 2021, among Inotiv, Inc., certain subsidiaries, and lenders party thereto.

05-05-2026

Canadian Derivatives Clearing Corporation (CDCC) filed an 8-K on May 5, 2026, reporting under Item 9.01 with Exhibit 99.1, providing an updated list of underlying interests for options listed on the Montreal Exchange and offered for sale in the United States pursuant to its Form S-20 registration statement as of April 30, 2026. The exhibit details equity options on over 150 Canadian companies and trusts (e.g., 5N Plus Inc. (VNP), Bank of Montreal (BMO), Shopify Inc. (SHOP)); index options on S&P/TSX 60 (SXO), Capped Utilities (SXV), and Banks (SXJ); options on closed-end funds (CEFs) like Sprott Physical Gold Trust (PHYS); Canadian Depositary Receipts (CDRs) for U.S. equities such as Nvidia (NVDA), Tesla (TSLA); and options on numerous ETFs including BMO S&P/TSX Capped Composite Index ETF (ZCN) and CI Galaxy Bitcoin ETF (BTCX). No financial performance metrics, changes, or comparisons are reported.

05-05-2026

Atkore Inc. reported Q2 FY2026 net sales of $731.4 million, up 4.2% YoY, driven by 5% organic volume growth, with Electrical segment sales rising 8.1% to $532.5 million; however, Adjusted EBITDA fell 30.4% to $81.1 million, with Electrical down 18.2% and Safety & Infrastructure down 52.0% to $17.3 million due to higher input costs outpacing price increases, while gross margin declined to 18.6% from 26.4%. Net loss widened to $124.1 million from $50.1 million, impacted by $136.5 million litigation settlements and other one-time charges. The company divested its HDPE Pipe & Conduit and Belgian coatings businesses, maintaining FY2026 Adjusted EBITDA outlook of $340-360 million.

• ·Approved quarterly dividend of $0.33 per share, payable May 29, 2026 to stockholders of record May 19, 2026.
• ·FY2026 outlook: Adjusted EBITDA $340-360 million; Adjusted net income per diluted share $5.05-$5.55.
• ·Retained 10% equity stake in combined entity post-HDPE divestiture.
• ·Conference call held May 5, 2026 at 8 a.m. ET.

05-05-2026

Nutanix, Inc. completed the issuance and sale of 4,136,789 shares of Class A common stock to Advanced Micro Devices, Inc. (AMD) at $36.26 per share, for an aggregate purchase price of approximately $150 million in cash on May 4, 2026. The transaction was conducted pursuant to a Stock Purchase Agreement dated February 23, 2026, previously disclosed in a Form 8-K on February 25, 2026, as a private placement exempt from registration under Section 4(a)(2) of the Securities Act of 1933.

• ·Per share purchase price: $36.26
• ·Par value per share: $0.000025
• ·Prior disclosure: Form 8-K filed February 25, 2026

05-05-2026

Avista Corp reported Q1 2026 GAAP net income of $92 million ($1.11 per diluted share), up from $79 million ($0.98) in Q1 2025, driven by higher utility margins and investment gains; non-GAAP utility earnings rose to $91 million ($1.10 per share) from $82 million ($1.01). While natural gas utility margin increased by $4 million after-tax and overall utility earnings grew $9 million, electric utility margin declined slightly to $185 million net of tax from $187 million due to Colstrip cost recovery removal. The company confirmed its 2026 non-GAAP utility earnings guidance of $2.52-$2.72 per diluted share.

• ·Expected base capital expenditures: 2027 $635M, 2028 $800M, 2029 $680M, 2030 $710M.
• ·2026 guidance assumptions include normal weather, ERM negative impact of ($0.10) per diluted share, 12% effective tax rate, $615M capex.
• ·Non-regulated other business income $1M in Q1 2026 vs losses of $3M in Q1 2025.

05-05-2026

KBR reported first quarter fiscal 2026 revenues of $1.9 billion, down 5% YoY primarily due to expected EUCOM contingency runoff, with operating income down 11% to $180 million (9.4% margin) and net income attributable to KBR down 12% to $102 million. However, Adjusted EBITDA increased 1% to $251 million with margin expansion to 13.1%, operating cash flows rose 21% to $110 million, book-to-bill was 1.1x, and backlog and options stood at $23.2 billion. The company announced over $1.25 billion in new awards, reaffirmed FY26 guidance, and updated progress on the planned tax-free spin-off of Mission Technology Solutions targeting January 4, 2027.

• ·Mission Technology Solutions Adjusted EBITDA margin 10.6% (up from 10.1% YoY)
• ·Sustainable Technology Solutions Adjusted EBITDA margin 21.9% (up from 21.2% YoY)
• ·Net leverage 2.3x as of April 3, 2026
• ·FY26 Guidance: Adjusted EBITDA $980M - $1,040M; Adjusted EPS $3.87 - $4.22; Adjusted operating cash flows $560M - $600M
• ·New MTS awards: $200M Volpe Center, $95M US Space Force, $510M CAPE/JDS, $449M LOGCAP V modifications
• ·New STS awards: South Refinery Project (Libya), 7-year SATORP maintenance (Saudi Arabia), 10-year Indorama catalyst supply, Majnoon Oil Field (Iraq), 10-year Petro Rabigh maintenance
• ·Brown & Root Industrial Services (JV) acquired Specialty Welding and Turnarounds (SWAT)

05-05-2026

FG Nexus Inc. issued a press release on May 4, 2026, announcing the formation of a Special Committee of its Board of Directors to evaluate strategic alternatives, including a previously announced potential business combination with FG Communities, Inc., a self-administered, self-managed real estate investment company focused on acquiring, developing, and managing manufactured housing communities. The disclosure is made under Regulation FD (Item 7.01) and includes the press release as Exhibit 99.1, which is furnished and not deemed filed.

• ·Filing date: May 5, 2026 (earliest event: May 4, 2026)
• ·Securities: Common Stock (FGNX), 8.00% Cumulative Preferred Stock, Series A (FGNXP), both on Nasdaq
• ·Company address: 6408 Bannington Road, Charlotte, NC 28226

05-05-2026

Terex Corporation reported Q1 2026 sales of $1.7 billion, up 41% reported or 10.8% proforma YoY, driven by the REV merger and growth across segments including SV (+20%), MP (+18.3% proforma), but EBITDA margin declined 50 basis points to 9.9% due to tariffs. EPS rose 18% YoY to $0.98, backlog increased to $7.1 billion, and the company reaffirmed its FY2026 outlook for 5% proforma sales growth to $7.5-8.1 billion and EBITDA of $930 million to $1 billion. While MP and SV showed strong margin expansion (+310bps and +160bps respectively), Aerials was breakeven due to seasonality, tariffs, and mix, and ES margins declined despite modest 3.3% sales growth.

• ·Q1 free cash outflow $57M, consistent with prior year.
• ·Net working capital as % of sales improved to 16.7% from 26% YoY.
• ·Net leverage ratio 2.4x.
• ·SV backlog provides roughly two years visibility.
• ·FY2026 EPS outlook $4.50-$5.00 on ~115M shares Q2-Q4.
• ·Expected FY2026 free cash conversion 80-90% of net income.
• ·ES expected mid-single digit growth FY2026, MP high single digits.
• ·Aerials Q1 book-to-bill 132%, backlog $1B.

05-05-2026

ARC Group Acquisition I Corp, a blank check company (SPAC), announced the pricing of its $105,000,000 initial public offering of 10,500,000 units at $10.00 per unit, expected to list on Nasdaq under 'ARCLU' starting April 30, 2026, with closing on May 1, 2026. Each unit includes one Class A ordinary share, one redeemable warrant (exercisable at $11.50), and one right to 1/4 Class A share upon business combination. Underwriters have a 45-day option for 1,575,000 additional units; the company targets acquisitions in technology, healthcare, and logistics.

• ·Units expected to begin separate trading with symbols ARCL (shares), ARCLW (warrants), ARCLR (rights).
• ·S-1 registration (File No. 333-288410) effective April 27, 2026.
• ·Company incorporated as British Virgin Islands business company.

05-05-2026

Delek Logistics Partners, LP and its subsidiary Delek Logistics Finance Corp. priced an offering of $800 million aggregate principal amount of 6.875% senior notes due 2034. Concurrently, they issued a conditional notice of partial redemption for $400 million aggregate principal amount of their outstanding 8.625% Senior Notes due 2029 at a redemption price of 104.313% of principal plus accrued interest. The redemption is conditioned on the consummation of the new notes offering, representing a refinancing at a lower coupon rate with no other performance metrics reported.

• ·Event reported on May 4, 2026
• ·Press release issued in accordance with Rule 135(c) under the Securities Act of 1933
• ·Redemption excludes accrued and unpaid interest to redemption date

05-05-2026

FVCBankcorp, Inc. (FVCB) filed a Form 8-K on May 5, 2026, reporting an event dated May 4, 2026, under Items 7.01 (Regulation FD Disclosure) and 9.01 (Financial Statements and Exhibits). The filing attaches an investor presentation (Exhibit 99.1) for use in potential meetings with investors, analysts, and other parties, noting it is furnished and not deemed 'filed' for liability purposes under the Exchange Act.

• ·Date of earliest event reported: May 4, 2026
• ·Registrant's address: 11325 Random Hills Road, Fairfax, Virginia 22030
• ·Telephone number: (703) 436-3800
• ·Commission file number: 001-38647
• ·IRS Employer Number: 47-5020283

05-05-2026

Black Stone Minerals reported first quarter 2026 mineral and royalty production of 35.9 MBoe/d, up 16% QoQ from 30.9 MBoe/d, with total production averaging 37.0 MBoe/d, while YoY mineral and royalty volumes rose modestly 5% from 34.2 MBoe/d. Oil and gas revenues increased 30% QoQ to $117.5 million and 8% YoY from $108.3 million, with Adjusted EBITDA flat at $87.0 million YoY, but net income declined to $13.3 million from $72.2 million QoQ and $15.9 million YoY due to a $64.6 million derivative loss. Distributable cash flow was $76.5 million, slightly down 2.5% YoY from $78.5 million, covering the $0.30 per unit distribution at 1.20x.

• ·Total debt reduced to $164.0 million as of May 1, 2026, with $10.0 million cash on hand.
• ·Borrowing base reaffirmed at $580.0 million; total commitments maintained at $375.0 million.
• ·Commodity derivative loss of $64.6 million in Q1 2026 ($12.2 million realized, $52.3 million unrealized).
• ·Lease bonus and other income $6.4 million, down from $6.9 million YoY.
• ·Revenant Energy spud 2 wells in Q1 2026, one with loss of well control incident in April 2026.

05-05-2026

California BanCorp disclosed under Regulation FD that the borrower of two nonaccrual loans, secured by a 123-acre property operated as an event venue in the Los Angeles area, completed a cash sale of the property on May 4, 2026, resulting in full repayment of both loans. This update follows the company's earnings release on April 28, 2026, which had initially noted the pending sale.

• ·Property operated as an event venue in the Los Angeles area
• ·Sale completed to a cash buyer

05-05-2026

Duke Energy reported first-quarter 2026 GAAP EPS of $1.97 and adjusted EPS of $1.93, up from $1.76 in Q1 2025, driven by recovery of infrastructure investments and favorable weather. Electric Utilities and Infrastructure adjusted segment income increased to $1,404 million from $1,276 million (+$0.16 per share), while Gas Utilities adjusted income rose slightly to $361 million from $349 million (+$0.01 per share); however, reported Electric Utilities income declined to $1,254 million from $1,276 million, and results were partially offset by higher O&M expenses including storm costs and increased depreciation. The company secured 7.6 GW of economic development projects under Electric Service Agreements, closed $5.3 billion in strategic transactions, and reaffirmed 2026 adjusted EPS guidance of $6.55 to $6.80 with 5% to 7% long-term growth through 2030.

• ·Legal and Regulatory Settlements special item: $150 million after-tax impact ($0.19 per share) in Q1 2026
• ·Asset Sales special item: $(171) million after-tax impact (-$0.22 per share) in Q1 2026
• ·Discontinued Operations special item: $(13) million after-tax impact (-$0.02 per share) in Q1 2026
• ·2026 adjusted EPS guidance reaffirmed at $6.55 to $6.80; long-term growth 5% to 7% off 2025 midpoint of $6.30

05-05-2026

Helix Energy Solutions Group, Inc. (NYSE: HLX) sold all equity interests in its Gulf of America-focused Shallow Water Abandonment business to C-Dive, LLC (Chouest group) for $107.5 million cash at closing, adjustable for working capital and other expenses; the deal was signed and closed on May 1, 2026. This divestiture sharpens Helix's strategic focus on deepwater well intervention, decommissioning, robotics, and offshore services, aligning with its proposed merger with Hornbeck Offshore Services, Inc. No declines or flat metrics are reported in the announcement.

• ·Transaction supports focus on deepwater operations, robotics, well intervention, and decommissioning
• ·Helix achieved record financial performance in the divested business since acquisition
• ·SEC filings referenced: Form 10-K (filed Feb 26, 2026), 10-Qs, proxy for 2026 annual meeting (filed Apr 1, 2026), upcoming Form S-4

05-05-2026

Leidos reported first quarter FY2026 revenues of $4.4 billion, up 4% year-over-year including 3% organic growth, driven by demand in Intelligence, commercial energy infrastructure, and air traffic management; however, net income declined 8% to $335 million with margin contracting to 7.6% from 8.6% due to $39 million in Entrust acquisition and joint venture costs. Non-GAAP diluted EPS increased 5% to $3.13, Adjusted EBITDA rose 2% to $614 million though margin dipped slightly to 14.0%, and the company generated $301 million in operating cash flow while raising full-year FY2026 revenue guidance to $18.00-$18.40 billion. Net bookings totaled $3.3 billion with a book-to-bill of 0.8, contributing to total backlog of $48.4 billion.

• ·Acquired ENTRUST Solutions Group, financed by $1.4B senior notes and $300M commercial paper.
• ·Trailing twelve-month book-to-bill of 1.1.
• ·Q1 share repurchases of $243M and $55M dividend.
• ·FY2026 guidance: Adjusted EBITDA margin mid 13%, non-GAAP diluted EPS $12.10-$12.50, operating cash flow ~$1.80B.
• ·Dividend declared $0.43 per share, payable June 30, 2026.

05-05-2026

Southern Missouri Bancorp, Inc. (SMBC) filed an 8-K on May 5, 2026, reporting events from May 4, 2026, under Items 7.01 and 9.01 for Regulation FD Disclosure. The filing announces investor presentation materials (Exhibit 99.1) to be presented at the DA Davidson Financial Institutions Conference on May 5, 2026. No specific financial metrics or performance data are disclosed in the filing itself.

• ·Filing includes Exhibit 99.1: Investor Presentation Dated May 4, 2026
• ·Securities: Common Stock, par value $0.01 per share (SMBC) on The NASDAQ Stock Market LLC

05-05-2026

iAnthus Capital Holdings, Inc. appointed Jason Ware as Chief Financial Officer effective immediately on April 29, 2026, bringing over twenty years of finance leadership experience from companies including Genesco, Nutrafol, Victoria’s Secret, and L Brands. This follows the resignation of prior CFO Justin Vu, who had served in the role since January 6, 2025, and will continue in a consulting capacity for up to six weeks. CEO Richard Proud expressed enthusiasm for Ware's addition to drive operational performance and capital strategy amid the company's multi-state cannabis operations and premium brand portfolio.

• ·Justin Vu served as Interim CFO since April 5, 2024, and Senior Vice President of Finance since early 2023.
• ·Contact: Jason Ware, 1-646-518-9418, investors@ianthuscapital.com

05-05-2026

On May 1, 2026, GP-Act III Sponsor LLC and the three independent directors converted all 7,187,500 Class B ordinary shares (Founder Shares) into 7,187,500 Class A ordinary shares on a one-for-one basis. Following the conversion, the company has approximately 35,937,500 Class A ordinary shares issued and outstanding with no Class B shares remaining. The conversion has no impact on shareholder voting power, and prior terms from the Letter Agreement dated May 8, 2024, including transfer restrictions and trust account waivers, continue to apply.

• ·Conversion occurred in accordance with the amended and restated memorandum and articles of association.
• ·Securities traded as GPATU (units), GPAT (Class A shares), GPATW (warrants) on Nasdaq.

05-05-2026

News Corporation disclosed via 8-K the provision of information to the Australian Securities Exchange (ASX) regarding its ongoing $1 billion stock repurchase program authorizing purchases of Class A (NWSA) and Class B (NWS) common stock. The company provides daily disclosures to ASX on any repurchase transactions and includes such information in its quarterly and annual reports. Exhibits 99.1 and 99.2 contain the specific ASX disclosures, which include forward-looking statements about potential repurchases subject to market conditions.

05-05-2026

Douglas Dynamics reported record Q1 2026 results with net sales up 20% YoY to $137.8 million, net income of $6.4 million ($0.26 diluted EPS), and adjusted EBITDA up 78% to $16.8 million, driven by 67% YoY sales growth in Work Truck Attachments to $60.9 million from snowfall demand and Venco Venturo acquisition. However, Work Truck Solutions net sales declined 2% YoY to $76.9 million due to softer commercial volumes, though adjusted EBITDA remained flat at $9.1 million with margin expansion to 11.9%. Gross profit margin improved 290 bps to 27.4%.

• ·Raised 2026 full-year outlook: Net Sales $750-795M (previously $710-760M), Adjusted EBITDA $110-125M (previously $100-120M), Adjusted Diluted EPS $2.55-3.05 (previously $2.25-2.85)
• ·Quarterly cash dividend of $0.295 per diluted share
• ·Venco Venturo acquired in November 2025 contributed to Attachments growth
• ·Snowfall 25% above 10-year average in core markets
• ·Earnings conference call scheduled for May 5, 2026 at 10:00 a.m. ET

05-05-2026

CaliberCos Inc. announced on May 4, 2026, that it will release its first quarter 2026 financial results after the close of the market on May 13, 2026. The disclosure is provided under Item 7.01 of Form 8-K and includes Exhibit 99.1, a press release dated May 4, 2026, which is not deemed 'filed' for purposes of Section 18 of the Exchange Act.

• ·Registrant details: Delaware incorporation, Commission File Number 001-41703, IRS Employer Identification No. 47-2426901, principal offices at 8901 E. Mountain View Rd. Ste. 150, Scottsdale, AZ 85258.
• ·Class A Common Stock (CWD) registered on The Nasdaq Stock Market LLC.
• ·Emerging growth company status confirmed.

05-05-2026

At the annual shareholder meeting on May 4, 2026, all seven director nominees for Imperial Oil Limited were elected, with shares for ranging from 409,772,988 (M.C. Hubbs) to 441,335,843 (S.R. Driscoll) and against from 2,816,535 to 34,379,391 shares, indicating strong but varying levels of support. PricewaterhouseCoopers LLP was reappointed as auditor with 437,529,788 shares for and 10,505,899 shares withheld. The voting results were disclosed via press release under Regulation FD.

05-05-2026

The amended 10-K filing discloses significant insider beneficial ownership, with executives and directors holding 53.9% of common stock collectively; CEO Amir Heshmatpour owns 27.2% (7,212,097 shares) and CMO Dr. Thomas C. Chen owns 17.9% (4,746,332 shares). Executive compensation for 2024-2025 includes salaries ranging from $165,000 to $212,000 with no bonuses or other cash incentives reported, supplemented by restricted stock grants and unvested equity awards valued up to $9,924,000 for Heshmatpour. Directors received $443,000 each in stock awards totaling $2,215,000.

• ·5% stockholder Cinctive Global Master Fund holds 1,388,888 shares (5.2%).
• ·Dr. Ming-Fu Chiang beneficially owns 1,789,553 shares (6.75%).
• ·Recent purchases include Dr. Chen: 5,868 shares (May 2025) + 10,000 (Apr 2026); Josh Neman: 1,000 (Nov 2025) + 500 (Apr 2026); Keithly Garnett: 900 (May-Nov 2025) + 300 (Apr 2026); Amir Heshmatpour: 80,000 (Apr-May 2026); David Suh: 200 (Apr 2026).
• ·Restricted stock grants detailed with time and performance vesting schedules, e.g., Amir Heshmatpour received 1,200,000 shares on Nov 6 (650,000 vested).

05-05-2026

Eloxx Pharmaceuticals reported a widened net loss of $3,754 thousand for the three months ended March 31, 2026, compared to $1,709 thousand in the prior year period, driven by significantly higher operating expenses including research and development at $1,659 thousand (up from $510 thousand) and general and administrative at $2,136 thousand (up from $712 thousand). Cash and cash equivalents increased to $6,363 thousand from $4,785 thousand at December 31, 2025, supported by $7,031 thousand in net financing proceeds primarily from pre-funded warrants. However, net cash used in operating activities rose sharply to $5,453 thousand from cash provided of $1,204 thousand in the prior year, indicating elevated cash burn.

• ·Weighted average shares used in net loss per share increased to 48,210,071 in Q1 2026 from 3,805,550 in Q1 2025.
• ·Warrants outstanding increased to 55,102,631 as of March 31, 2026 from 38,776,102 at December 31, 2025.
• ·Domicilium debt conversion: principal of $1,000 and accrued interest of $56 converted to pre-funded warrants.
• ·Stockholders’ deficit improved to $(7,584) thousand from $(11,907) thousand.

05-05-2026

Avery Dennison Corp reported Q1 2026 net sales of $2,298.5 million, up 7.0% YoY from $2,148.3 million, driven by higher volumes, while net income rose modestly 1.1% to $168.1 million from $166.3 million with EPS at $2.19 versus $2.10. Gross margin held flat at 28.9% YoY amid higher cost of products sold, but marketing, general, and administrative expenses increased 8.2% to $375.1 million. Operating cash flow turned strongly positive at $136.5 million, compared to a $16.3 million use in Q1 2025.

• ·Share repurchases totaled $60.6 million in Q1 2026, down from $261.6 million in Q1 2025.
• ·Dividends paid increased to $72.3 million from $69.4 million YoY.
• ·Capital expenditures on property, plant and equipment were $28.3 million, down from $36.0 million YoY.
• ·Total shareholders' equity rose to $2,300.5 million from $2,242.1 million QoQ.