1,298 material Form 8-K filings that 1,057 companies we cover made with the SEC in April 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).
Monarch Casino & Resort reported first quarter 2026 results, with net revenue of $136.6 million, up 8.9% from a year earlier, and net income of $27.6 million, up 38.9%. The company also declared a $0.30 per share cash dividend payable June 15, 2026, to holders of record on June 1, 2026.
Net revenue was $136.6 million for the quarter ended March 31, 2026, up 8.9% from $125.4 million a year earlier.
Diluted EPS was $1.52, up 44.8% from $1.05; net income was $27.6 million, up 38.9%.
Adjusted EBITDA was $49.0 million, up 19.0%, with the company citing a 35.8% margin versus 32.8% a year earlier.
Quarterly cash dividend of $0.30 per share is payable June 15, 2026, to stockholders of record as of June 1, 2026.
Weatherford reported first-quarter 2026 revenue of $1,152 million, down 3% year-over-year, and operating income of $123 million, down 13%. Net income rose 42% to $108 million and diluted earnings per share rose 44% to $1.49, while adjusted EBITDA fell 8% to $233 million. Management said second-quarter results are expected to be softer than previously anticipated due to Middle East disruptions, but kept its second-half and full-year adjusted free cash flow guidance.
Q1 2026 revenue $1,152 million (down 3% year-over-year); operating income $123 million (down 13%); adjusted EBITDA $233 million (down 8%)
Net income $108 million (up 42%); diluted income per share $1.49 (up 44%)
Management expects Q2 2026 results to be softer than previously anticipated; second-half guidance and full-year adjusted free cash flow guidance maintained
Board declared a $0.275 per share dividend on April 16, 2026, payable June 4, 2026; Q1 shareholder return totaled $30 million
EQT reported first quarter 2026 net income attributable to the company of $1.49 billion, or $2.36 per diluted share, compared with $242 million, or $0.40 per share, a year earlier. Sales volume rose to 618 Bcfe from 571 Bcfe, and the company reported record quarterly free cash flow attributable to EQT of $1.83 billion. Total debt fell to $6.0 billion from $7.8 billion at December 31, 2025, which shareholders may watch as the company works toward its $5 billion maximum long-term debt target.
Diluted EPS of $2.36 vs. $0.40 a year earlier; adjusted EPS of $2.33 vs. $1.18
Sales volume of 618 Bcfe vs. 571 Bcfe; average realized price of $5.08 per Mcfe vs. $3.77
Free cash flow attributable to EQT of $1.83 billion, a record quarterly figure per the company
Q2 2026 sales volume guidance of 570 to 620 Bcfe, including 10 to 15 Bcfe of strategic curtailments
WesBanco reported first quarter 2026 net income available to common shareholders of $84.4 million, or $0.88 per diluted share, compared with a loss of $11.5 million, or $(0.15) per share, in the first quarter of 2025, which included merger-related charges from the Premier Financial acquisition. Excluding restructuring, merger-related and day one credit loss items, adjusted diluted EPS was $0.91 versus $0.66 a year earlier. The year-over-year comparison is distorted by the February 2025 acquisition, but the filing shows higher net interest income and margin.
Diluted EPS of $0.88 versus $(0.15) a year earlier; adjusted diluted EPS (non-GAAP) of $0.91 versus $0.66
Net interest margin of 3.57%, up 22 basis points year-over-year; net interest income of $215.4 million, up 35.9%
Total deposits of $21.7 billion, up 1.8% year-over-year on an organic basis and flat from the fourth quarter
Planned closure of 10 financial centers in May 2026; conference call on April 22, 2026 at 9:00 a.m. ET
Sonoco reported first quarter 2026 results for the quarter ended March 29, 2026. GAAP diluted EPS rose to $0.68 from $0.55 and net sales fell 1.9% to $1.7 billion, but adjusted diluted EPS fell 13% to $1.20 from $1.38. The company now targets the low end of its prior full-year adjusted EPS range of $5.80 to $6.20, citing inflation and lower demand, while keeping its adjusted EBITDA and operating cash flow guidance unchanged.
Net sales were $1.7 billion, down 1.9% from the prior-year quarter, mainly due to the November 3, 2025 ThermoSafe divestiture
GAAP net income attributable to Sonoco was $67.6 million, up from $54.4 million; adjusted net income was $119.4 million, down from $137 million
Full-year 2026 adjusted EPS is now projected at the low end of the previous $5.80 to $6.20 range; adjusted EBITDA guidance of $1.25 billion to $1.35 billion is unchanged
Net cash used by operating activities was $(367.9) million, including about $103 million in one-time taxes on 2025 divestiture gains
Chubb Limited reported first quarter 2026 net income of $2.32 billion, or $5.88 per share, up 74.3% and 78.8% from a year earlier, when California wildfire losses weighed on results. Core operating income rose to $2.69 billion, or $6.82 per share, and consolidated net premiums written grew 10.7% to $14.0 billion. The company said soft property and financial lines markets led it to reduce some exposures.
Net income $2.32 billion, or $5.88 per share, versus $1,331 million, or $3.29 per share, in Q1 2025
Core operating income $2.69 billion, or $6.82 per share, up 80.6% in dollars
P&C combined ratio 84.0% versus 95.7% a year earlier; total catastrophe losses $500 million versus $1.64 billion
Book value per share $189.93, up 15.8% from March 31, 2025; tangible book value per share $126.65, up 21.5%
Western Alliance Bancorporation reported first quarter 2026 net income of $189.2 million, or $1.65 per share, down from $199.1 million, or $1.79 per share, a year earlier. Net revenue rose 31.0% to $1.0 billion, but a $213.2 million provision for credit losses, which included charge-offs on the LAM and Cantor loans, reduced GAAP profit, and the company said adjusted EPS was $2.22.
Net income $189.2 million ($251.3 million adjusted) and EPS $1.65 ($2.22 adjusted), versus $199.1 million and $1.79 a year earlier
Net revenue of $1.0 billion, up 31.0%, or $240.9 million, year over year
Provision for credit losses of $213.2 million, including a $126.4 million charge-off of the remaining LAM loan and a $26.1 million charge-off on the Cantor loan
Share repurchases of $50.0 million; tangible book value per share $61.14, up 13.0% from $54.10 a year earlier
Interparfums reported first-quarter 2026 net sales of $345 million, up 2% from $339 million, with a positive 4.6% foreign exchange impact. CEO Jean Madar said organic sales declined 2% excluding the Middle East war, and the company reduced its forecast for the Middle East region. Full first-quarter financial results are not included in this filing and will be issued May 5, 2026.
Q1 2026 net sales $345 million vs $339 million in Q1 2025, up 2% on a reported basis
CEO said organic sales declined 2%; the war in the Middle East was an estimated 1% headwind
Company reduced its forecast for the Middle East region but said it remains cautiously optimistic for 2026
Full results for the quarter ended March 31, 2026 due May 5, 2026, with a conference call on May 6, 2026 at 11:00 am ET
Nicolet Bankshares reported first quarter 2026 net income of $15 million, or $0.81 per diluted share, down from $40 million, or $2.65 per diluted share, in the fourth quarter of 2025. Excluding non-core items, mostly merger-related expenses, core diluted earnings per share were $2.75, compared with $2.73 in the prior quarter. The company also raised its quarterly dividend 13% to $0.36 per share and agreed to sell MidWestOne's Denver branches to Sunwest Bank.
GAAP net income was $15 million and diluted EPS was $0.81 for Q1 2026, versus $40 million and $2.65 in Q4 2025.
Merger-related expense was $40.7 million in Q1 2026; core diluted EPS was $2.75 versus $2.73 in Q4 2025.
The quarterly dividend rose $0.04 to $0.36 per share, payable June 15, 2026, to holders of record as of June 1, 2026.
Denver branch sale to Sunwest Bank involves about $390 million in loans and $380 million in deposits, with closing expected in third quarter 2026.
National Bank Holdings Corporation reported first quarter 2026 net income of $20.8 million, or $0.46 per diluted share, up from $16.0 million in the fourth quarter of 2025 but down from $24.2 million a year earlier. Results include $15.3 million of acquisition and restructuring expenses; excluding these items, adjusted earnings were $0.72 per diluted share, and results reflect the Vista Bancshares acquisition that closed January 7, 2026, which increased shares outstanding to 44.7 million.
Net income $20.8 million, or $0.46 per diluted share, versus $16.0 million, or $0.42, in Q4 2025 and $24.2 million, or $0.63, in Q1 2025.
Adjusted diluted EPS of $0.72 excludes $15.3 million of acquisition and restructuring related expenses.
Loans rose to $9.6 billion at March 31, 2026, from $7.4 billion at December 31, 2025, including $2.99 billion of acquired loans.
CEO Tim Laney said the company expects to surpass a projected $1.00 of earnings per share in the fourth quarter; earnings call set for April 22, 2026 at 11:00 a.m. Eastern Time.
Triumph Financial reported first-quarter 2026 net income to common stockholders of $5.6 million, or $0.23 per diluted share, in a shareholder letter furnished with an 8-K. Transportation revenue grew 0.6% from the fourth quarter of 2025, which the company said is a positive signal given its usual seasonal decline in that period.
Net income to common stockholders was $5.6 million, or $0.23 per diluted share, for the quarter ended March 31, 2026.
Payments total revenue rose 2.6% quarter over quarter to $19.1 million, and 25.8% year over year.
Factoring pretax operating income was $14.5 million, with a 34.7% operating margin against a long-term target above 40%.
Banking segment operating income decreased $1.0 million to $24.6 million, and total non-performing loans rose to 1.77% of total loans.
W. R. Berkley reported first quarter 2026 net income to common stockholders of $515.2 million, up from $417.6 million a year earlier, and diluted EPS of $1.31 versus $1.04. Operating income reached a record $514.3 million and annualized return on equity was 21.2%. The company repurchased 4,471,634 shares for $302 million and says it remains confident in exceeding its 15% after-tax return on equity target.
Net income to common stockholders was $515.2 million, up 23.4% from $417.6 million; diluted EPS was $1.31 compared with $1.04.
Operating income was a record $514.3 million; the reported combined ratio was 90.7%, compared with 90.9% a year earlier.
Net investment income grew 12.2% to a record $404.3 million.
Total capital returned to shareholders was $336.1 million, including $302.4 million of share repurchases.
Zurn Elkay Water Solutions reported first quarter 2026 results for the quarter ended March 31, 2026, furnished in an earnings release under Item 2.02. Net sales rose 11% to $433 million and net income from continuing operations rose to $59 million, or $0.35 per diluted share, from $41 million, or $0.24, a year earlier. The company gave second-quarter core sales growth guidance of 8% to 9% and said it sees potential upside to its full-year 2026 outlook, which it will revisit with second-quarter results.
Net sales were $433 million versus $389 million a year earlier, with core sales up 11%.
Net income from continuing operations was $59 million, or $0.35 per diluted share, versus $0.24; adjusted EPS was $0.41 versus $0.31.
Adjusted EBITDA was $116 million, or 26.8% of net sales, versus $98 million, or 25.2%.
Second-quarter guidance calls for core sales growth of 8% to 9% and adjusted EBITDA margin of 27.0% to 27.5%, assuming the current tariff structure remains in place through 2026.
Pegasystems reported first-quarter 2026 results with total revenue of $430.0 million, down 10% from $475.6 million a year earlier. GAAP net income fell 62% to $32.8 million, and GAAP diluted earnings per share were $0.18 versus $0.46, though annual contract value rose 12% to $1.62 billion.
Total revenue was $430.0 million, down from $475.6 million; subscription license revenue fell 49% to $94.9 million.
GAAP diluted EPS was $0.18 versus $0.46; non-GAAP diluted EPS was $0.46 versus $0.76.
Annual contract value rose 12% to $1.62 billion (11% in constant currency), with Pega Cloud ACV up 29%.
Cash provided by operating activities was $212.3 million and free cash flow was $206.5 million.
Hanmi Financial reported first-quarter 2026 net income of $22.6 million, or $0.75 per diluted share, up from $21.2 million, or $0.70 per share, in the fourth quarter of 2025. Net interest margin rose to 3.38%, nonperforming assets fell to 0.16% of total assets, and the company returned $13.4 million to shareholders through dividends and share repurchases. Higher profit and capital returns benefit shareholders, although credit loss expense rose to $2.9 million from $1.9 million.
Net income was $22.6 million, or $0.75 per diluted share, compared with $21.2 million, or $0.70, in Q4 2025 and $17.7 million in Q1 2025.
Net interest margin increased 10 basis points to 3.38%, as the cost of interest-bearing deposits fell 16 basis points to 3.20%.
Credit loss expense was $2.9 million versus $1.9 million in Q4 2025; nonperforming assets were 0.16% of total assets, down from 0.26%.
Hanmi returned $13.4 million to shareholders in the quarter: $8.6 million in dividends and $4.8 million in share repurchases.
Intuitive reported first-quarter 2026 revenue of $2.77 billion, up 23% from a year earlier, with GAAP net income of $822 million, or $2.28 per diluted share, up from $1.92. The company also issued 2026 outlook ranges for da Vinci procedure growth and non-GAAP gross margin, and said tariffs are expected to reduce gross margin by 1.0% of revenue.
Revenue was $2.77 billion, up from $2.25 billion in Q1 2025; da Vinci procedures grew about 16% and Ion procedures about 39%
GAAP net income was $822 million, or $2.28 per diluted share, versus $698 million, or $1.92, in Q1 2025; non-GAAP EPS was $2.50 versus $1.81
2026 outlook: da Vinci procedure growth of 13.5% to 15.5% and non-GAAP gross profit margin of 67.5% to 68.5% of revenue
Repurchased 2.3 million shares for $1.1 billion in Q1; cash, equivalents and investments were $7.98 billion at March 31, 2026
Calix reported first-quarter 2026 revenue of $280.0 million, a record and up 27% year over year, and guided second-quarter revenue to $287 million to $293 million. Non-GAAP net income was $27.2 million and non-GAAP earnings per diluted share were $0.40, while GAAP earnings per diluted share were $0.16. Non-GAAP gross margin is guided lower in the second quarter, and the company will hold an Investor Day at the New York Stock Exchange on April 22, 2026.
Q1 2026 revenue $280.0 million, up 3% sequentially and 27% year over year
Q1 2026 non-GAAP earnings per diluted share $0.40 vs GAAP $0.16
Q2 2026 revenue guidance $287 million to $293 million; non-GAAP gross margin guided to 53.95%–56.95% range midpoint 55.8%
Q1 2026 share repurchases of $171 million; remaining authorization $63 million
Annaly Capital Management reported first-quarter 2026 results on April 21, 2026. GAAP net income was $0.33 per average common share, down from $1.40 in the fourth quarter of 2025 but up from $0.15 a year earlier, while earnings available for distribution rose to $0.76 from $0.74 and the $0.70 quarterly dividend was unchanged. Book value per common share fell to $19.82 from $20.21 at December 31, 2025, and GAAP leverage rose to 7.3x.
GAAP net income of $0.33 per average common share, versus $1.40 in Q4 2025 and $0.15 in Q1 2025
Earnings available for distribution of $0.76 per average common share, versus $0.74 in Q4 2025 and $0.72 in Q1 2025
Book value per common share of $19.82, down from $20.21 at December 31, 2025; cash dividend of $0.70 per share
Earnings call scheduled for April 22, 2026 at 9:00 a.m. Eastern Time
Agree Realty reported first-quarter 2026 net income attributable to common stockholders of $60.2 million, up 33.4% from $45.1 million a year earlier, and diluted EPS of $0.50 versus $0.42. Core FFO per share rose 8.1% to $1.13 and AFFO per share rose 7.9% to $1.14, while the company kept its 2026 AFFO per share guidance at $4.54 to $4.58 and raised its dividend for April to $0.267 per month. Shareholders also gain from the company's sale of 8.7 million shares via its at-the-market program for anticipated net proceeds of about $658 million.
Net income attributable to common stockholders was $60.2 million, or $0.50 per diluted share, versus $45.1 million, or $0.42, in Q1 2025.
Core FFO per share was $1.13 (up 8.1%) and AFFO per share was $1.14 (up 7.9%) for the quarter.
2026 AFFO per share guidance remains $4.54 to $4.58; the treasury stock method dilution estimate was revised to $0.02 to $0.04 from approximately $0.01.
Monthly dividend for April 2026 was raised to $0.267 per share, a 4.3% year-over-year increase, payable May 14, 2026.
Capital One reported first-quarter 2026 net income of $2.2 billion, or $3.34 per diluted share, up from $3.26 in the fourth quarter of 2025 but down from $3.45 in the first quarter of 2025. Total net revenue fell 2% from the prior quarter to $15.2 billion, while non-interest expense dropped 9% to $8.5 billion, and the company said Discover integration is continuing. Shareholders get mixed signals: profit rose sequentially, but revenue declined and per-share earnings were lower than a year earlier.
Net income $2.2 billion, or $3.34 per diluted share, versus $3.26 in Q4 2025 and $3.45 in Q1 2025
Net of adjusting items, EPS was $4.42; adjusting items included $477 million of Discover amortization and $415 million of Discover integration expenses, both pre-tax
Total net revenue down 2% to $15.2 billion; provision for credit losses $4.1 billion; net charge-offs $3.8 billion
Net interest margin 7.87%, down 39 basis points; period-end deposits $489.1 billion
East West Bancorp reported first quarter 2026 net income of $358 million, or $2.57 per diluted share, both up 23% from a year earlier. Total revenue was $774 million, up 12% year over year, and total loans and deposits reached records of $58.1 billion and $68.9 billion as of March 31, 2026. The results are a routine quarterly release, and the filing contains no guidance; the board also declared a $0.80 per share second quarter dividend.
Net income was $358 million and diluted EPS was $2.57, each up 23% from the first quarter of 2025 and EPS up 1% from the fourth quarter of 2025.
Total revenue was $774 million, up 12% year over year; total loans reached a record $58.1 billion and total deposits a record $68.9 billion as of March 31, 2026.
The board declared a $0.80 per share second quarter 2026 dividend, payable May 18, 2026 to shareholders of record as of May 4, 2026.
The company repurchased about 938,000 shares for $98 million in the first quarter, and $117 million remains under its repurchase authorization.
Interactive Brokers reported first-quarter 2026 diluted EPS of $0.59, up from $0.48 a year earlier, on GAAP net revenues of $1.67 billion, up from $1.43 billion. The board also raised the quarterly dividend from $0.08 to $0.0875 per share, payable June 12, 2026, to holders of record as of June 1, 2026.
Diluted EPS $0.59 GAAP and $0.60 adjusted, versus $0.48 GAAP and $0.47 adjusted a year earlier
Commission revenue rose 19% to $613 million; net interest income rose 17% to $904 million
Pretax profit margin was 77% as reported, versus 74% a year earlier
Quarterly dividend raised to $0.0875 per share from $0.08; payable June 12, 2026
Manhattan Associates reported first-quarter 2026 revenue of $282.2 million, up from $262.8 million a year earlier, and adjusted diluted EPS of $1.24, up from $1.19. GAAP diluted EPS fell to $0.82 from $0.85, and the company issued full-year 2026 guidance of $1,147 million to $1,157 million in revenue and $5.29 to $5.37 in adjusted EPS.
Q1 2026 revenue $282.2 million vs. $262.8 million in Q1 2025; cloud subscription revenue $117.1 million vs. $94.3 million
GAAP diluted EPS $0.82 vs. $0.85; adjusted diluted EPS $1.24 vs. $1.19
2026 full-year guidance: revenue $1,147 million to $1,157 million; GAAP EPS $3.55 to $3.63; adjusted EPS $5.29 to $5.37
Repurchased $150.0 million of stock in Q1; Board raised buyback authority from $100 million to $500 million in March 2026
Hancock Whitney reported first-quarter 2026 net income of $47.4 million, or $0.57 per diluted share, down from $125.6 million, or $1.49, in the fourth quarter of 2025. The drop reflects a $98.6 million pretax loss from a securities portfolio restructuring; excluding that item, EPS was $1.52, up $0.03 from the prior quarter.
Reported diluted EPS was $0.57, versus $1.49 in Q4 2025 and $1.38 in Q1 2025.
The $98.6 million pretax loss equaled $0.95 per share and was recorded in noninterest income.
Adjusted EPS of $1.52 excludes the restructuring loss; the company raised its quarterly dividend 11% to $0.50 per share.
The company repurchased 1.4 million shares at an average price of $67.55 during the quarter.
TrustCo Bank Corp NY reported first quarter 2026 net income of $16.3 million, or $0.91 per diluted share, up from $14.3 million, or $0.75, a year earlier. Net interest income rose 10.7% to $44.7 million and net interest margin widened to 2.84% from 2.64%, driven by loan repricing at higher yields.
Net income $16.3 million, up 14.1% year over year; diluted EPS $0.91 vs. $0.75
Net interest income $44.7 million, up 10.7%; net interest margin 2.84% vs. 2.64%
Provision for credit losses $950 thousand vs. $300 thousand a year earlier; nonperforming loans $21.5 million vs. $18.8 million
Repurchased 522,226 shares (2.9%) in the quarter; book value per share $38.32 vs. $36.16
United Airlines reported first-quarter 2026 diluted earnings per share of $2.14, up 85% year over year, and total operating revenue of $14.6 billion, up 10.6%. Fuel expense rose $340 million, and the company plans to cut its planned capacity by 5 points for the rest of 2026, with third- and fourth-quarter capacity now expected to be flat to up approximately 2% year over year. Shareholders get higher reported profit, but the capacity cut and elevated fuel prices are near-term pressures on the business.
Diluted EPS of $2.14, up 85%; adjusted diluted EPS of $1.19, up 31%, within initial guidance of $1.00 to $1.50
Total operating revenue of $14.6 billion, up 10.6%; net income of $0.7 billion
Aircraft fuel expense up $340 million; average fuel price of $2.78 per gallon, up 9.9%
Expects Q3 and Q4 2026 capacity flat to up approximately 2% year over year, after a 5-point cut versus the original plan
Steel Dynamics reported first quarter 2026 net sales of $5.2 billion and net income of $403 million, or $2.78 per diluted share, up from $217 million, or $1.44 per share, a year earlier. The company cited record steel shipments and higher steel prices, and said it raised its quarterly cash dividend by six percent, while its new aluminum operations still posted an operating loss of $65 million.
Operating income was $538 million, up from $275 million in the first quarter of 2025.
Adjusted EBITDA was $700 million, compared with $448 million a year earlier.
Cash flow from operations was $148 million after a $120 million annual companywide retirement profit-sharing distribution.
Record steel shipments of 3.6 million tons; aluminum operating losses were $65 million for the quarter.
D.R. Horton reported fiscal second-quarter results for the quarter ended March 31, 2026, with net income attributable to the company down 20% from a year earlier and revenues of $7.6 billion. The company updated its fiscal 2026 consolidated revenue guidance to $33.5 billion to $34.5 billion and declared a $0.45 per share quarterly dividend. For shareholders, lower profit and revenue in the quarter are the key facts, while management said it remains on track to deliver results within its original fiscal 2026 guidance.
Net income attributable to D.R. Horton fell 20% to $647.9 million, or $2.24 per diluted share, down 13% from a year earlier.
Revenues were $7.6 billion versus $7.7 billion a year earlier; homes closed rose 1% to 19,486 and net sales orders rose 11% to 24,992.
Updated fiscal 2026 guidance: consolidated revenues of $33.5 billion to $34.5 billion and 86,000 to 87,500 homes closed; reiterated tax rate, operating cash flow, share repurchase and dividend guidance.
Quarterly dividend of $0.45 per share, payable May 14, 2026 to stockholders of record on May 7, 2026.
Mueller Industries reported first quarter 2026 results for the quarter ended March 28, 2026. Net sales rose to $1.19 billion from $1.00 billion, and diluted earnings per share rose to $2.16 from $1.39, which helps explain the higher profit for shareholders. Operating income includes a $41.4 million gain on the sale of its Sherwood Valve business.
Net sales $1.19 billion vs $1.00 billion; operating income $312.2 million vs $206.3 million.
Operating income includes a $41.4 million gain on the sale of the Sherwood Valve business.
Cash balance of $1.38 billion with no debt; $75.0 million used to repurchase 650,000 shares.
Quarterly dividend per share raised to $0.35 from $0.25; Bison Metals Technologies acquisition completed March 30, 2026.
OFG Bancorp reported first-quarter 2026 results for the quarter ended March 31, 2026, with diluted EPS of $1.26 and total core revenues of $185.8 million. Both figures are up from $1.00 and $178.3 million a year earlier but slightly below the fourth quarter of 2025, when diluted EPS was $1.27. The company also said it repurchased $44.5 million of common shares and raised its dividend by 17%.
Diluted EPS was $1.26, versus $1.27 in 4Q25 and $1.00 in 1Q25.
Total core revenues were $185.8 million, versus $185.4 million in 4Q25 and $178.3 million in 1Q25.
Non-interest expense was $94.7 million, down from $105.0 million in 4Q25.
The company repurchased $44.5 million of common shares and increased its dividend by 17% during the quarter.
Commerce Bancshares reported first quarter 2026 earnings of $0.96 per diluted share and net income of $141.6 million, up from $0.93 per share and $131.6 million a year earlier. Results were down from the prior quarter's $1.01 per share, though net income rose from $140.7 million, and they include about $14 million of acquisition-related expense tied to the FineMark Holdings deal, which closed January 1, 2026.
Q1 2026 diluted EPS was $0.96, versus $0.93 in Q1 2025 and $1.01 in Q4 2025.
Net income attributable to the company was $141.6 million, versus $131.6 million in Q1 2025 and $140.7 million in Q4 2025.
The FineMark Holdings acquisition closed January 1, 2026, adding total assets of approximately $3.9 billion.
The company repurchased more than $84 million of common stock during the quarter; return on average assets was 1.62%.
Genuine Parts reported first quarter 2026 sales of $6.3 billion, up 6.8% from the prior year, and reaffirmed its full-year 2026 outlook. GAAP diluted earnings per share fell to $1.37 from $1.40, while adjusted diluted EPS rose to $1.77 from $1.75, with the company excluding $56 million after-tax restructuring and separation costs.
Q1 2026 net sales were $6.3 billion, up 6.8%, with comparable sales up 2.4%
GAAP net income was $189 million, or $1.37 per diluted share, versus $194 million, or $1.40, a year earlier
Adjusted diluted EPS was $1.77 versus $1.75; adjustments include $56 million after-tax restructuring and separation costs
Full-year 2026 guidance reaffirmed, including diluted EPS of $6.10 to $6.60 and adjusted diluted EPS of $7.50 to $8.00
Vicor reported first-quarter 2026 revenue of $113.0 million, up 20.2% from a year earlier, with net income of $20.7 million, or $0.44 per diluted share, versus $2.5 million, or $0.06 per share, a year ago. Backlog rose 75% year over year to $301 million, and management cited rising demand and a second fab plan, though operating cash flow was negative $3.9 million after a $28.6 million litigation payment.
Revenue of $113.0 million, up 20.2% from $94.0 million a year ago and up 5.3% from $107.3 million in the fourth quarter of 2025.
Net income of $20.7 million, or $0.44 per diluted share, versus $46.5 million, or $1.01 per diluted share, in the fourth quarter of 2025, which included a $27.3 million tax benefit.
Cash flow used for operations was $(3.9) million, net of a $28.6 million payment of an award for past litigation.
Backlog totaled $301 million at March 31, 2026, up 75% from a year earlier and 70% from $177 million at year-end 2025.
RTX reported first quarter 2026 sales of $22.1 billion, up 9 percent from the prior year, and adjusted EPS of $1.78, up 21 percent. The company raised its full-year 2026 adjusted sales and adjusted EPS outlook and confirmed its free cash flow forecast, which matters to shareholders because it signals higher expected earnings for the year.
Q1 2026 sales of $22.1 billion, up 9 percent; organic sales up 10 percent
Q1 GAAP EPS of $1.51 and adjusted EPS of $1.78, up 21 percent
2026 adjusted EPS outlook raised to $6.70-$6.90 from $6.60-$6.80
2026 adjusted sales outlook raised to $92.5-$93.5 billion from $92.0-$93.0 billion; free cash flow confirmed at $8.25-$8.75 billion
Tractor Supply reported first-quarter 2026 results for the period ended March 28, 2026. Net sales rose 3.6% to $3.59 billion, but net income fell 8.3% to $164.5 million and diluted EPS fell to $0.31 from $0.34, and the company reaffirmed its fiscal 2026 guidance, including diluted EPS of $2.13 to $2.23.
Net sales rose 3.6% to $3.59 billion; comparable store sales increased 0.5%.
Operating income fell 6.3% to $233.4 million; SG&A rose to 29.7% of net sales from 29.0%.
Diluted EPS was $0.31 versus $0.34 a year earlier; net income was $164.5 million.
Fiscal 2026 guidance reaffirmed: diluted EPS of $2.13 to $2.23 and comparable store sales growth of 1% to 3%.
Northern Trust reported first-quarter 2026 net income of $525.5 million, or $2.71 per diluted share, up from $392.0 million and $1.90 a year earlier. Total revenue on a fully taxable equivalent basis rose 14% to $2,213.2 million, and the company returned $509.7 million to common shareholders through dividends and buybacks, which matters to shareholders because it shows both earnings growth and capital returns.
Net income of $525.5 million, up 34% from $392.0 million in Q1 2025 and up from $466.0 million in Q4 2025
Diluted EPS of $2.71, up 43% from $1.90 a year earlier; return on average common equity of 17.4%
Total revenue (FTE) of $2,213.2 million, up 14% year over year; pre-tax margin (FTE) of 32.0%
Returned $509.7 million to common shareholders; repurchased 2,488,148 shares at a total cost of $358.9 million
Halliburton reported first-quarter 2026 net income of $461 million, or $0.55 per diluted share, up from $0.24 a year earlier, though that prior-year figure included $356 million in impairments and other charges. Against the adjusted prior-year result of $0.60 per share, earnings declined, and revenue was flat at $5.4 billion, so shareholders see mixed results for the quarter.
Net income attributable to the company was $461 million, or $0.55 per diluted share, versus $204 million, or $0.24, in Q1 2025; adjusted Q1 2025 EPS was $0.60.
Total revenue was $5.4 billion ($5,402 million), essentially flat versus $5,417 million in Q1 2025.
Operating income was $679 million, compared with $431 million in Q1 2025 and adjusted operating income of $787 million.
Free cash flow was $123 million, the company repurchased about $100 million of stock, and paid dividends of $0.17 per share.
MSCI reported first-quarter 2026 operating revenues of $850.8 million, up 14.1%, and net income of $406.0 million, up 40.7%. Net income includes an $88 million discrete tax benefit tied to an internal legal entity restructuring, and adjusted EPS rose a smaller 13.8% to $4.55. Full-year 2026 guidance was left unchanged except for depreciation and amortization expense, which was raised to $190 million to $200 million from $185 million to $195 million.
Operating revenues were $850.8 million, up 14.1%, with organic growth of 13.3%.
Diluted EPS was $5.53, up 49.1%; adjusted EPS was $4.55, up 13.8%.
An $88 million discrete tax benefit from a restructuring lowered the effective tax rate to (4.3)% from 12.8%.
Full-year 2026 depreciation and amortization guidance rose to $190 million to $200 million; other guidance items were unchanged.
Quest Diagnostics reported first quarter 2026 net revenues of $2.90 billion, up 9.2% from a year earlier, and reported diluted EPS of $2.24, up 15.5%. The company raised its full year 2026 revenue and EPS guidance, which means higher expected results for shareholders than the prior outlook.
Q1 2026 net revenues were $2.90 billion, up 9.2%; Diagnostic Information Services revenues rose 9.4% to $2.83 billion
Q1 reported diluted EPS was $2.24, up from $1.94; adjusted diluted EPS was $2.50, up 13.1% from $2.21
Full year 2026 reported diluted EPS guidance was raised to $9.58 to $9.78 from $9.45 to $9.65; adjusted EPS guidance to $10.63 to $10.83 from $10.50 to $10.70
Cash provided by operations fell 11.6% to $278 million in Q1 from $314 million
Atlantic Union Bankshares reported first-quarter 2026 net income available to common shareholders of $119.2 million, or $0.84 per diluted share, up from $0.77 in the fourth quarter of 2025. Adjusted diluted operating EPS was $0.89, down from $0.97 in the prior quarter, while net interest income and noninterest income both fell from the fourth quarter, and management said it remains confident in its full-year 2026 targets.
Diluted EPS $0.84 vs $0.77 in Q4 2025 and $0.52 in Q1 2025; adjusted diluted operating EPS $0.89 vs $0.97 in Q4 2025
Net interest income $312.4 million, down $17.8 million from $330.2 million in Q4 2025, reflecting lower loan accretion income and Federal Reserve rate cuts
Noninterest expense fell to $209.8 million from $243.2 million, mainly due to a $29.6 million decrease in pre-tax merger-related costs
Nonperforming assets were 0.36% of total loans held for investment at March 31, 2026, down 6 basis points from the prior quarter
Northrop Grumman reported first-quarter 2026 sales of $9.9 billion, up 4% from $9.5 billion a year earlier, and diluted earnings per share of $6.14 versus $3.32. The gain was largely due to the absence of a $477 million B-21 loss provision recorded in the prior-year quarter, and the company reaffirmed its 2026 financial guidance. Shareholders get a clear improvement in the headline measures, though first-quarter free cash flow was negative $1.8 billion.
Sales rose 4% to $9.9 billion; organic sales rose 5% to $9.9 billion from $9.4 billion
Diluted EPS was $6.14 versus $3.32; net earnings were $875 million versus $481 million
Operating margin rate was 10.0% versus 6.1%, driven by the absence of the prior-year $477 million B-21 loss provision
2026 guidance reaffirmed as of April 21, 2026: sales $43.5 billion to $44.0 billion and MTM-adjusted EPS $27.40 to $27.90
3M reported first-quarter 2026 results with GAAP sales of $6.0 billion, up 1.3%, and GAAP EPS of $1.23, down 40% from a year earlier. Adjusted EPS rose 14% to $2.14, and the company reiterated its full-year 2026 adjusted EPS guidance of $8.50 to $8.70. The GAAP decline reflects a $0.67 per-share charge tied to the change in value of its Solventum ownership, which is excluded from adjusted results.
GAAP net income attributable to 3M was $653 million, compared with $1,116 million in the first quarter of 2025.
Adjusted EPS was $2.14, up 14% year-on-year, and adjusted operating income margin was 23.8%, up 30 basis points.
Operating cash flow was $574 million, and adjusted free cash flow was $541 million; the company returned $2.4 billion to shareholders through dividends and share repurchases.
Full-year 2026 guidance was reiterated: adjusted sales growth of about 4% and adjusted EPS of $8.50 to $8.70.
Equifax reported first-quarter 2026 revenue of $1.649 billion, up 14%, and diluted EPS of $1.42, up 34%. The company kept its full-year local currency revenue growth guidance, citing uncertainty from higher interest rates and U.S. mortgage activity, while raising reported revenue and adjusted EPS guidance for foreign exchange.
Revenue of $1.649 billion, up 14%, and $37 million above the midpoint of the February guidance framework
Net income attributable to Equifax of $171.5 million, up 29%; diluted EPS of $1.42, up 34%
Adjusted EPS of $1.86, up 22%; adjusted EBITDA margin of 29.0% versus 29.3% a year earlier
Full-year guidance maintained for local currency growth; reported revenue raised by $25 million and adjusted EPS by $0.04 for foreign exchange
GE Aerospace reported first-quarter 2026 results on April 21, 2026. GAAP revenue rose 25% to $12.4 billion and total orders reached $23.0 billion, up 87%, while GAAP profit fell 2% to $2.2 billion and GAAP continuing EPS was flat at $1.83. The company kept its full-year 2026 guidance and said it is trending toward the high end of the range.
Total orders were $23.0 billion, up 87%, and GAAP revenue was $12.4 billion, up 25%.
GAAP profit was $2.2 billion, down 2%; adjusted EPS was $1.86, up 25%, versus $1.49 a year earlier.
Full-year 2026 guidance was maintained, including adjusted EPS of $7.10 to $7.40, with the company trending toward the high end.
UnitedHealth reported first quarter 2026 revenue of $111.7 billion, up from $109.6 billion a year earlier, and GAAP earnings of $6.90 per share, up from $6.85. The company raised its full-year 2026 earnings outlook to greater than $17.35 per share on a GAAP basis and greater than $18.25 per share on an adjusted basis. Earnings from operations were $9.0 billion, slightly below $9.1 billion a year earlier.
Q1 2026 revenue was $111.7 billion, up from $109.6 billion in Q1 2025; GAAP EPS was $6.90 versus $6.85, and adjusted EPS was $7.23 versus $7.20.
Full-year 2026 outlook raised to greater than $17.35 per share GAAP and greater than $18.25 per share adjusted.
Medical care ratio improved to 83.9% from 84.8%, while the operating cost ratio rose to 13.8% from 12.4%.
The company expects to repurchase at least $2.0 billion of its common stock by the end of the second quarter 2026 and has agreed to acquire Alegeus Technologies.
Synchrony Financial reported first quarter 2026 net earnings of $805 million, or $2.27 per diluted share, up from $757 million, or $1.89 per diluted share, a year earlier. The Board also approved a new share repurchase program of up to $6.5 billion with no expiration date and a planned 13% increase in the quarterly dividend, which matters to shareholders because it changes how much capital the company plans to return.
Net earnings rose 6% to $805 million; diluted EPS was $2.27 versus $1.89 in the first quarter of 2025
New buyback of up to $6.5 billion starts in the second quarter of 2026 and replaces the prior program, which was scheduled to expire June 30, 2026
Quarterly dividend planned to rise 13% to $0.34 per share beginning in the third quarter of 2026
Estimated Common Equity Tier 1 ratio was 12.7%, compared with 13.2% a year earlier
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.