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).
PG&E Corporation reported first quarter 2026 results on April 23, 2026. GAAP earnings were $0.39 per share, up from $0.28 a year earlier, and non-GAAP core earnings were $0.43 per share, up from $0.33, with income available for common shareholders of $858 million versus $607 million. The company reaffirmed its full-year 2026 non-GAAP core EPS guidance of $1.64 to $1.66 per share.
GAAP EPS of $0.39 vs. $0.28 in Q1 2025; income available for common shareholders of $858 million vs. $607 million
Non-GAAP core EPS of $0.43 vs. $0.33; non-GAAP core earnings of $982 million vs. $728 million
Full-year 2026 non-GAAP core EPS guidance reaffirmed at $1.64 to $1.66 per share
Non-core items totaled $100 million after tax ($0.04 per share) in Q1 2026, vs. $120 million ($0.05 per share) in Q1 2025
Helix Energy Solutions reported a first quarter 2026 net loss of $13.4 million, or $(0.09) per diluted share, compared with net income of $3.1 million, or $0.02 per share, a year earlier, while revenue rose to $287.9 million from $278.1 million. Adjusted EBITDA fell to $32.3 million from $52.0 million, though free cash flow was $59.0 million versus $12.0 million and cash reached $501.3 million, which the company said gives it room for opportunities.
Net loss of $13.4 million, or $(0.09) per diluted share, versus net income of $3.1 million, or $0.02, in Q1 2025
Revenue of $287.9 million, up from $278.1 million in Q1 2025 but down from $334.2 million in Q4 2025
Adjusted EBITDA of $32.3 million versus $52.0 million in Q1 2025; free cash flow of $59.0 million versus $12.0 million
Cash and cash equivalents of $501.3 million at March 31, 2026; the company said it expects momentum to build in the second half of 2026
Packaging Corporation of America reported first quarter 2026 net income of $170.9 million, or $1.91 per diluted share, down from $203.8 million, or $2.26, a year earlier, on net sales of $2.4 billion versus $2.1 billion. Excluding special items, diluted EPS rose to $2.40 from $2.31 and beat the company's $2.20 first quarter guidance, and the company expects second quarter 2026 EPS of $2.33 excluding special items.
Reported diluted EPS was $1.91 versus $2.26 a year earlier, with special items of $0.49 per share, mainly a $53.3 million charge tied to the Wallula, Washington containerboard mill restructuring.
Excluding special items, diluted EPS was $2.40 versus $2.31, which was $0.20 above first quarter guidance of $2.20.
Net sales rose to $2.37 billion from $2.14 billion, and total corrugated products shipments per day rose 21.8% including the acquired Greif business.
For the second quarter of 2026, the company expects EPS of $2.33 excluding special items, with further restructuring and integration costs expected.
Liberty Energy reported first quarter 2026 revenue of $1.0 billion, up 4% from a year earlier, and net income of $23 million, or $0.14 per diluted share, compared with $0.12 a year earlier. Adjusted EBITDA fell 25% to $126 million, and the company expects sequential revenue growth and improved profitability in the second quarter. For shareholders, the picture is mixed: revenue and GAAP earnings rose, while the Adjusted EBITDA measure declined, and GAAP profit was helped by a $17 million gain on investments.
Revenue of $1.0 billion for Q1 2026, up 4% from $977 million in Q1 2025 and down 2% from $1.0 billion in Q4 2025
Net income of $23 million ($0.14 per diluted share) vs. $20 million ($0.12) in Q1 2025; includes $17.3 million gain on investments, net
Adjusted EBITDA of $126 million, down 25% from $168 million in Q1 2025 and down 20% from $158 million in Q4 2025
Management expects sequential revenue growth and improved profitability in Q2 2026; cash on hand was $699 million at March 31, 2026
Patterson-UTI reported first-quarter 2026 revenue of $1.1 billion and a net loss attributable to common stockholders of $25 million, compared with net income of $1 million in the first quarter of 2025 and revenue of $1.28 billion. The company guided to second-quarter adjusted gross profit of about $130 million for Drilling Services and about $105 million for Completion Services, and declared a $0.10 quarterly dividend.
Q1 2026 revenue of $1.1 billion, versus $1.28 billion in Q1 2025 and $1.15 billion in Q4 2025
Net loss attributable to common stockholders of $25 million ($0.06 per diluted share), versus net income of $1 million in Q1 2025
Adjusted EBITDA of $205 million, versus $251 million in Q1 2025
Q2 2026 guidance: Drilling Services adjusted gross profit about $130 million; Completion Services about $105 million; quarterly dividend of $0.10 per share payable June 15, 2026
Pinnacle Financial Partners reported first quarter 2026 results that include the January 1, 2026 merger with Synovus Financial Corp. GAAP diluted earnings per share were $0.89, down from $1.77 a year earlier, while adjusted diluted earnings per share rose to $2.39 from $1.90, excluding merger-related expenses, securities gains and a derivative valuation adjustment. Total revenue rose to $1,217 million from $462 million a year earlier, but the merger's costs and a larger share count weigh on reported per-share results.
Diluted EPS was $0.89 versus $1.77 in 1Q25; adjusted diluted EPS was $2.39 versus $1.90.
Merger-related expense was $275.4 million in the first quarter, including merger-related equity acceleration cost.
Period-end loans were $85.2 billion and deposits were $100.1 billion at March 31, 2026, versus $36.1 billion and $44.5 billion a year earlier.
Preliminary Common Equity Tier 1 ratio was 9.83% at quarter end; the investor call is set for April 23, 2026.
NewMarket reported first quarter 2026 results showing lower net income, earnings per share and net sales than a year earlier. Petroleum additives shipments fell 7%, and specialty materials operating profit dropped to $12.4 million from $23.2 million. The company repurchased $125.6 million of stock and declared $3.00 per share in dividends, up from $2.75 a year earlier.
Net income was $118.1 million, or $12.62 per share, versus $125.9 million, or $13.26 per share, in Q1 2025.
Net sales were $669.7 million, compared with $700.9 million a year earlier.
Petroleum additives operating profit was $135.0 million, down from $142.1 million, on a 7% decline in shipments.
Stock repurchases totaled $125.6 million in the quarter, and cash dividends declared rose to $3.00 per share from $2.75.
Banner Corporation reported first-quarter 2026 net income of $54.7 million, or $1.60 per diluted share, up from $1.49 in the prior quarter and $1.30 a year earlier. Revenue rose 6% year over year to $169.3 million, and the board raised the quarterly cash dividend 4% to $0.52 per share, payable May 15, 2026. Net interest income slipped from the prior quarter to $150.2 million, although net interest margin widened to 4.11%.
Net income $54.7 million, or $1.60 per diluted share, versus $51.2 million, or $1.49, in the fourth quarter of 2025 and $45.1 million, or $1.30, in Q1 2025
Revenue $169.3 million, up 6% from $160.2 million a year earlier; net interest income $150.2 million, down from $152.4 million in the prior quarter
Quarterly dividend raised 4% to $0.52 per share, payable May 15, 2026, to holders of record on May 5, 2026
Oceaneering reported first quarter 2026 results with revenue up 3% to $692 million, but net income fell 28% to $36.1 million and adjusted EBITDA fell 13% to $83.7 million. The company kept its full-year 2026 EBITDA guidance of $390 million to $440 million, but now expects IMDS operating income to rise by less than it previously anticipated, and free cash flow was negative $76.5 million for the quarter.
Revenue was $692 million, up 3% from the first quarter of 2025; operating income was $57.8 million, down 21%.
Net income was $36.1 million, down 28%; diluted earnings per share were $0.36, compared with $0.49 a year earlier.
Full-year 2026 consolidated EBITDA guidance of $390 million to $440 million was maintained; second quarter EBITDA is expected to be $100 million to $110 million.
ADTech operating income fell 24% to $8.1 million after an accrual tied to the resolution of a contract dispute.
First Industrial reported first-quarter 2026 revenue of $194.8 million, up from $177.1 million, and diluted EPS of $1.08, up from $0.36, helped by a $109.0 million gain on sale of real estate. Diluted FFO per share was $0.68, flat year over year, and $0.72 excluding $5.6 million of advisory costs tied to a contested proxy campaign. Shareholders also received a 12.4% dividend increase to $0.50 per share, though occupancy was lower than a year earlier.
Revenue rose to $194.8 million from $177.1 million; diluted EPS was $1.08 versus $0.36, driven by a $109.0 million gain on sale of real estate compared with $6.8 million a year earlier.
Diluted FFO was $0.68 per share/unit, flat with a year earlier; $0.72 excluding $5.6 million of proxy campaign advisory costs.
Cash same store NOI grew 8.7%, while in-service occupancy was 94.3% at March 31, 2026, down from 95.3% a year earlier.
Quarterly dividend raised to $0.50 per share from $0.445, a 12.4% increase, and a new share repurchase program of up to $250 million was established.
ServiceNow reported first-quarter 2026 revenue of $3.77 billion, up 22% from a year earlier, and net income of $469 million, or $0.45 per diluted share, versus $460 million, or $0.44, a year earlier. The company also raised its full-year 2026 subscription revenue outlook and, separately, took a $4 billion unsecured term loan due October 16, 2026 to help fund its Armis acquisition, which closed April 20, 2026.
Q1 2026 total revenues were $3,770 million, up 22% year over year (19% in constant currency); subscription revenues were $3,671 million.
Income from operations was $503 million, compared with $451 million in Q1 2025.
The company said Q1 results beat the high end of its guidance and raised its full-year 2026 subscription revenue outlook to $15,735 million to $15,775 million on a GAAP basis.
On April 17, 2026, ServiceNow entered a $4 billion unsecured term loan with JPMorgan Chase Bank, N.A. as administrative agent, maturing October 16, 2026.
Perrigo furnished recast financial information under three new product-category segments, replacing its geographic structure, with the change effective in the first quarter of 2026. The recast data show 2025 consolidated net sales of $4,253.1 million, down from $4,373.4 million in 2024, and a reported 2025 operating loss of $1,122.2 million driven by a fourth-quarter impairment charge of $1,358.5 million.
Reported operating loss of $1,122.2 million for full-year 2025, including a fourth-quarter loss of $1,287.2 million.
Fourth-quarter 2025 impairment charges of $1,358.5 million, including a goodwill impairment charge of $1.3 billion.
Consolidated adjusted operating income of $622.3 million for 2025; consolidated net sales of $4,253.1 million versus $4,373.4 million in 2024.
Segment change announced February 26, 2026; new segments are Self Care, Specialty Care, Infant Formula, and All Other. The company states the change has no impact on historical consolidated results.
Fulton Financial reported first-quarter 2026 net income available to common shareholders of $92.2 million, or $0.51 per diluted share, down $4.2 million from the fourth quarter of 2025. Operating earnings were $0.55 per diluted share, unchanged from the prior quarter, as non-interest expense fell $12.7 million. The Blue Foundry Bancorp acquisition closed April 1, 2026, and the company repurchased $24.5 million of its stock during the quarter.
GAAP net income available to common shareholders was $92.2 million, or $0.51 per diluted share, versus $0.53 in Q4 2025
Operating net income was $99.7 million, or $0.55 per diluted share, flat with Q4 2025
Net interest income fell $4.0 million to $262.0 million; non-interest expense fell $12.7 million to $200.3 million
Provision for credit losses was $14.4 million, up from $2.9 million in Q4 2025; the company repurchased 1,212,650 shares for $24.5 million
Globe Life reported first quarter 2026 net income of $3.39 per diluted share, up from $3.01 a year earlier, and net operating income of $3.43 per diluted share, up from $3.07. The company also raised its full-year 2026 earnings guidance to a range of $15.40 to $15.90, an increase of $0.35 at the midpoint.
Q1 2026 net income was $3.39 per diluted share versus $3.01 a year earlier, an increase of 13%.
Q1 2026 net operating income was $3.43 per diluted share versus $3.07, an increase of 12%.
Full-year 2026 earnings guidance was raised to $15.40 to $15.90, up $0.35 at the midpoint.
The company repurchased 1.4 million shares in the quarter for a total cost of $203 million.
Eagle Bancorp reported unaudited first-quarter 2026 net income of $14.7 million, or $0.48 per share, compared with a net loss of $2.4 million, or $(0.08) per share, in the fourth quarter of 2025. Net interest income fell to $63.7 million from $68.3 million, while lower noninterest expense, which excluded a prior-quarter $10 million legal provision, drove the profit improvement. The company also declared a $0.01 per share cash dividend.
Net income was $14.7 million ($0.48 per share) for Q1 2026, versus a net loss of $2.4 million ($(0.08) per share) in Q4 2025.
Net interest income was $63.7 million, down from $68.3 million; noninterest expense was $48.7 million, down from $69.8 million.
Nonperforming assets rose to $130.8 million at March 31, 2026, from $109.0 million at December 31, 2025.
Cash dividend of $0.01 per share is payable May 15, 2026, to shareholders of record on May 4, 2026.
CACI reported fiscal third-quarter 2026 revenue of $2.4 billion, up 8.5%, and diluted EPS of $5.88, up 17.6%, with the period including $17.4 million of ARKA transaction expenses. The company raised its fiscal 2026 revenue guidance to reflect the $2.6 billion ARKA acquisition, but lowered its adjusted diluted EPS guidance, which shareholders should weigh against the higher revenue outlook.
Q3 revenue $2.4 billion ($2,351.0 million), up 8.5% year over year; net income $130.4 million, up 16.6%
Diluted EPS $5.88, up 17.6%; adjusted diluted EPS $7.27, up 16.7%
FY2026 revenue guidance raised to $9,500–$9,600 million from $9,300–$9,500 million; adjusted diluted EPS guidance lowered to $27.70–$28.38 from $28.25–$28.92
ARKA Group acquisition, an all-cash deal for $2.6 billion, closed March 9, 2026; free cash flow guidance held at at least $725 million
Supernus Pharmaceuticals announced it will report first quarter 2026 financial and business results after the market closes on Tuesday, May 5, 2026, with a conference call at 4:30 p.m. ET that day. The filing is a scheduling notice only and contains no financial results, so it gives shareholders no new information on performance.
First quarter 2026 results will be released after market close on Tuesday, May 5, 2026.
Conference call and webcast are scheduled for May 5, 2026 at 4:30 p.m. ET, hosted by CEO Jack Khattar and CFO Tim Dec.
The press release was dated April 22, 2026 and furnished as Exhibit 99.1; no financial figures are included.
Meritage Homes reported first quarter 2026 net earnings of $55 million, or $0.82 per diluted share, down 55% from $123 million, or $1.69 per share, a year earlier. Home closing revenue fell 17% to $1.1 billion on 13% fewer closings, and home closing gross margin dropped to 17.5% from 22.0%. The company also updated its full-year 2026 guidance, saying home closing volume and revenue are expected to be at or within 5% of full-year 2025 results, which signals a weak outlook for shareholders.
Net earnings of $55 million ($0.82 per diluted share) vs. $123 million ($1.69) in Q1 2025
Home closing revenue of $1.1 billion, down 17%; 2,967 homes closed, down 13%
Home closing gross margin of 17.5% vs. 22.0%, including $2.4 million in real estate impairments
Full-year 2026 guidance: home closing volume and revenue at or within 5% of full-year 2025 results
Hexcel reported first quarter 2026 net sales of $501.5 million, up 9.9% from $456.5 million a year earlier, and GAAP diluted EPS of $0.49 versus $0.35. The company reaffirmed its full-year 2026 guidance, including adjusted diluted EPS of $2.10 to $2.30, while noting restructuring costs tied to the planned shutdown of its Leicester, UK industrial manufacturing operation.
Net sales were $501.5 million, up 9.9%; Commercial Aerospace sales rose 18.8% to $332.7 million, while Defense, Space & Other fell 4.3% to $168.8 million.
GAAP diluted EPS was $0.49 versus $0.35; adjusted diluted EPS was $0.59 versus $0.37.
2026 guidance unchanged: sales of $2.0 billion to $2.1 billion, adjusted diluted EPS of $2.10 to $2.30, and free cash flow above $195 million.
Free cash flow was negative $6.2 million versus negative $54.6 million a year earlier; the $750 million revolving credit facility was refinanced with a 2031 maturity.
KREF reported a first-quarter 2026 net loss attributable to common stockholders of $61.9 million, or $0.96 per diluted share, compared with a $32.0 million loss in the prior quarter, and a Distributable Loss of $4.1 million. The company said the CECL allowance rose $73.5 million for the quarter, mainly due to additional reserves for risk-rated 5 loans, and it reduced its quarterly dividend to $0.10 per share. For shareholders, the larger loss and lower dividend reflect the credit reserve increase, and the new $75.0 million repurchase authorization gives the company another use for capital.
Net loss of $61.9 million, or $0.96 per diluted share, for the quarter ended March 31, 2026, versus a net loss of $32.0 million, or $0.49 per share, for the quarter ended December 31, 2025
Distributable Loss of $4.1 million, or $0.06 per share, versus Distributable Earnings of $14.4 million, or $0.22 per share, in the prior quarter; includes a $17.3 million realized loss on a loan write-off
CECL allowance increased $73.5 million, or $1.14 per share, to $260.3 million; book value was $11.87 per share as of March 31, 2026
Board declared a $0.10 per share second-quarter 2026 dividend, payable July 15, 2026 to holders of record June 30, 2026; in April 2026 the board authorized a repurchase program of up to $75.0 million of common and preferred stock
Stewart Information Services reported first quarter 2026 total revenues of $781.3 million, up from $612.0 million a year earlier, and net income attributable to Stewart of $17.0 million, or $0.55 per diluted share, compared with $3.1 million, or $0.11, in the first quarter of 2025. Adjusted net income, a non-GAAP measure, was $24.1 million, or $0.78 per diluted share, versus $7.0 million, or $0.25, a year earlier, so both reported and adjusted profit rose for shareholders.
Total revenues $781.3 million vs. $612.0 million in Q1 2025 (adjusted: $778.4 million vs. $608.9 million)
Net income attributable to Stewart $17.0 million ($0.55 per diluted share) vs. $3.1 million ($0.11)
Adjusted net income $24.1 million ($0.78 per diluted share) vs. $7.0 million ($0.25)
Conference call scheduled for 8:30 a.m. Eastern Time on April 23, 2026
Molina Healthcare reported first quarter 2026 GAAP earnings of $0.27 per diluted share, down 95% from $5.45 a year earlier, and adjusted earnings of $2.35 per diluted share, down 61% from $6.08. Premium revenue fell 4% to about $10.2 billion, and GAAP results include a $93 million impairment tied to the planned 2027 exit of the Medicare Advantage-Part D product. The company reaffirmed its full-year 2026 guidance of about $42 billion in premium revenue and at least $5.00 in adjusted earnings per diluted share.
Q1 2026 GAAP net income was $14 million, versus $298 million in Q1 2025; total revenue was $10,796 million, versus $11,147 million.
Consolidated medical care ratio rose to 91.1% from 89.2%, and the Marketplace MCR included about 450 basis points from prior year risk adjustment and program integrity items.
Full-year 2026 guidance: premium revenue about $42 billion, GAAP EPS at least $1.90, adjusted EPS at least $5.00; the company will update guidance with its second quarter results.
Management will hold an Investor Day on Friday, May 8, to update its three-year outlook.
Reliance reported first-quarter 2026 net sales of $4.0 billion, up 15.1% year over year, and diluted EPS of $5.10, up from $3.74 a year earlier. Non-GAAP diluted EPS of $5.16 was above management's $4.50 to $4.70 guidance, and the company guided second-quarter non-GAAP EPS to $5.15 to $5.35.
Diluted EPS $5.10 versus $3.74 in Q1 2025; non-GAAP diluted EPS $5.16, up 37% year over year
Net sales $4.0 billion, up 15.1% year over year; tons sold 1,672.7 thousand, up 2.7% year over year
Q2 2026 non-GAAP EPS guidance of $5.15 to $5.35, including about $0.15 to $0.20 from the DHS border wall contract
Repurchased $234.2 million of common stock in the quarter; quarterly dividend of $1.25 per share payable June 5, 2026
Southwest reported first-quarter 2026 operating revenues of $7.2 billion, up 12.8% year-over-year, and net income of $227 million, or $0.45 per diluted share, compared with a net loss of $149 million a year earlier. The company guided second-quarter adjusted EPS to $0.35 to $0.65 but did not update its full-year adjusted EPS guidance of $4.00, citing macroeconomic uncertainty and higher fuel expense.
Operating revenues of $7.2 billion, up 12.8% year-over-year; operating margin of 4.6% versus a loss-based margin of (3.5)% a year earlier
Second-quarter 2026 adjusted EPS guidance of $0.35 to $0.65, based on fuel cost of $4.10 to $4.15 per gallon; full-year $4.00 adjusted EPS guidance not updated
First-quarter fuel cost of $2.73 per gallon, above prior guidance of about $2.40, increasing fuel expense by $164 million
Generated $1.4 billion in operating cash flow and repurchased $1.25 billion in shares during the quarter
ARMOUR Residential REIT reported a GAAP net loss to common stockholders of $58.0 million, or $0.49 per share, for Q1 2026, compared with net income to common stockholders of $208.7 million in Q4 2025. Book value per common share fell 6.5% to $17.42 at March 31, 2026, while Distributable Earnings per share rose to $0.76 from $0.71, and the company declared a $0.24 monthly common dividend.
GAAP net loss to common stockholders of $58.0 million, or $0.49 per share, versus net income to common of $208.7 million in Q4 2025
Distributable Earnings available to common stockholders of $90.5 million, or $0.76 per share, versus $79.8 million, or $0.71 per share, in Q4 2025
Book value per common share of $17.42 at March 31, 2026, down from $18.63 at December 31, 2025; Q1 total economic return of (2.6)%
Declared $0.24 per common share payable May 28, 2026, to holders of record on May 15, 2026
Selective Insurance Group reported first-quarter 2026 GAAP net income of $1.58 per diluted share, down from $1.76 a year earlier, with a combined ratio of 98.3% against 96.1%. Total revenues rose 6% to $1,358.9 million, but net premiums written fell 1%, and the company attributed the higher combined ratio mainly to catastrophe losses, which affect shareholder earnings.
GAAP net income available to common stockholders was $95.4 million, down 11% from $107.6 million; non-GAAP operating income per diluted share was $1.69 versus $1.76.
Net premiums written decreased 1% to $1,225.5 million, and the average renewal pure price increase was 7.2%, down from 10.3 points a year earlier.
Net catastrophe losses added 6.2 points to the combined ratio; after-tax net investment income rose 18% to $113 million.
The company repurchased $30 million of common stock and reiterated 2026 expectations, including a GAAP combined ratio of 96.5% to 97.5%.
Raymond James reported record quarterly net revenues of $3.86 billion and net income available to common shareholders of $542 million, or $2.72 per diluted share, for the quarter ended March 31, 2026. Both figures rose from the year-earlier quarter, though net income fell 4% from the preceding quarter due to a higher effective tax rate.
Net income available to common shareholders was $542 million, or $2.72 per diluted share, up from $2.36 a year earlier.
Adjusted diluted EPS was $2.83, excluding $22 million of acquisition-related expenses, net of tax.
The company repurchased $400 million of common stock at an average price of $155 per share and had $1.5 billion remaining under its buyback authorization as of March 31, 2026.
Domestic Private Client Group net new assets were $23.0 billion for the quarter, and client assets under administration reached $1.76 trillion.
Neptune Insurance Holdings reported first-quarter 2026 revenue of $37.8 million, up 29%, while GAAP net income fell 26% to $7.3 million, which the company attributed partly to $6.9 million of share-based compensation. The company raised its full-year 2026 expectations and approved a $100 million share repurchase program, which has no expiration date and does not obligate it to buy any set amount of stock.
Q1 2026 revenue rose 29% to $37.8 million; adjusted EBITDA rose 26% to $21.6 million at a 57.1% margin
GAAP net income fell 26% to $7.3 million; adjusted net income rose 21% to $13.4 million
For full-year 2026, the company now expects revenue of $195 million and an adjusted EBITDA margin of 60% to 61%
Board approved on April 21, 2026 a repurchase program of up to $100 million of Class A common stock
Crown Castle reported first-quarter 2026 results, with net income of $151 million compared with a loss of $464 million a year earlier, mainly because the loss tied to the planned Fiber Business sale was smaller. Site rental revenues, Adjusted EBITDA and AFFO all declined, and the company kept its full-year 2026 outlook unchanged.
Net income was $151 million, or $0.34 per diluted share, versus a loss of $464 million, or $1.07 per share, in Q1 2025.
Site rental revenues were $961 million, down 5% from $1,011 million; Adjusted EBITDA was $675 million, down 7%.
AFFO was $446 million, or $1.02 per share, down 7% from $479 million, or $1.10 per share.
Full-year 2026 outlook was maintained, including AFFO of $1,895 million to $1,945 million; the Fiber Business sale to EQT and Zayo for $8.5 billion is expected to close in the first half of 2026.
Medpace reported first quarter 2026 revenue of $706.6 million, up 26.5% from a year earlier, and GAAP diluted earnings of $4.28 per share, up from $3.67. Net income margin fell to 17.5% from 20.5%, and the company set full-year 2026 revenue guidance of $2.755 billion to $2.855 billion. President Jesse Geiger also notified the company he will retire effective May 31, 2026, and CEO August Troendle will assume the president role until a successor is appointed.
Q1 2026 revenue $706.6 million, up 26.5% from $558.6 million; GAAP net income $123.9 million, or $4.28 per diluted share, versus $114.6 million, or $3.67, a year earlier
Q1 2026 EBITDA $149.4 million, up 25.9%; net income margin 17.5% versus 20.5% in Q1 2025
2026 guidance: revenue $2.755 billion to $2.855 billion; GAAP diluted EPS $16.68 to $17.50
Jesse Geiger to retire as President effective May 31, 2026; not due to any disagreement with the company
First American Financial reported first-quarter 2026 results, with diluted earnings per share of $1.21 versus 71 cents a year earlier and total revenue of $1.8 billion, up 16 percent. Adjusted EPS was $1.33 versus 84 cents, and the company did not change its guidance in this filing.
Net income of $125.1 million, or $1.21 per diluted share, versus $74.2 million, or 71 cents, in Q1 2025
Total revenue of $1.8 billion, up 16 percent; commercial revenues of $271 million, up 48 percent
Title Insurance and Services adjusted pretax margin of 10.4 percent versus 7.9 percent a year earlier
Repurchased 556,336 shares for $33 million in the quarter; quarterly cash dividend declared at 55 cents per share
Essential Properties Realty Trust reported first-quarter 2026 results on April 22, 2026. Revenue rose to $158.8 million from $129.4 million a year earlier, and AFFO per share increased 11% to $0.50, while net income per share fell 3% to $0.28. The company raised its 2026 AFFO per share guidance and investment volume guidance, but lowered its Cash G&A guidance.
Total revenues were $158.8 million for the three months ended March 31, 2026, compared with $129.4 million a year earlier.
Net income per share was $0.28, down from $0.30 a year earlier; AFFO per share was $0.50, up from $0.45.
2026 AFFO per share guidance was raised to $2.00 to $2.05 from $1.99 to $2.04.
2026 investment volume guidance was raised to $1.1 billion to $1.5 billion; Cash G&A guidance was lowered to $30.0 million to $34.0 million.
Banc of California reported first-quarter 2026 net earnings available to common stockholders of $62.0 million, or $0.39 per diluted share, compared with $0.26 a year earlier and $0.42 in the fourth quarter of 2025. Total revenue was $286.9 million, up 8% year over year but down from $292.9 million in the prior quarter, and delinquent loans rose to $345.1 million from $201.0 million at December 31, 2025.
Diluted EPS of $0.39 vs. $0.26 in Q1 2025 and $0.42 in Q4 2025
Total revenue of $286.9 million, up 8% year over year; net interest margin of 3.24%
Total delinquent loans and leases of $345.1 million at March 31, 2026, vs. $201.0 million at December 31, 2025
Repurchased $31.9 million of common stock; plans to redeem $385 million of subordinated debt
Kinder Morgan reported first-quarter 2026 net income attributable to KMI of $976 million, up from $717 million a year earlier, with EPS of $0.44 and Adjusted EPS of $0.48. The company said it is trending more than 3% favorable to its 2026 budget on an Adjusted EBITDA basis, while Chief Operating Officer James Holland plans to retire on September 4, 2026, and be succeeded by Kenneth W. Grubb.
Net income attributable to KMI was $976 million versus $717 million in Q1 2025; EPS was $0.44, up 38%, and Adjusted EPS was $0.48, up 41%.
Adjusted EBITDA was $2,539 million, up 18% from Q1 2025.
KMI is trending more than 3% favorable to budget on Adjusted EBITDA; its 2026 budgeted net income is $3.1 billion.
James Holland retires as COO effective September 4, 2026; Kenneth W. Grubb, Vice President and Chief Project Officer, will succeed him.
Tesla reported first-quarter 2026 results on April 22, 2026, in a First Quarter 2026 Update furnished as Exhibit 99.1. Total revenues rose 16% year over year to $22.4 billion, GAAP operating income rose 136% to $941 million, and GAAP diluted EPS was $0.13, up 8%. Compared with the fourth quarter of 2025, revenue and GAAP net income were lower, and the update gives no numeric guidance.
Total revenues of $22.4 billion, up 16% year over year, and $24.9 billion in Q4 2025
GAAP net income attributable to common stockholders of $477 million, up 17% year over year, versus $840 million in Q4 2025
GAAP diluted EPS of $0.13, up 8%; non-GAAP diluted EPS of $0.41, up 52%
Free cash flow of $1.4 billion, up 117% year over year; operating cash flow of $3.9 billion
EastGroup reported first-quarter 2026 diluted EPS of $1.77, up from $1.14, and FFO of $2.34 per share, up 8.8% from $2.15, with $25 million of property sale gains included in EPS but excluded from FFO. The company raised its 2026 FFO per share outlook to $9.46 to $9.66 from $9.40 to $9.60, a higher expected operating earnings range for shareholders.
Diluted EPS was $1.77 versus $1.14 a year earlier, including $0.46 per share from $25 million of property sale gains.
FFO excluding gain on involuntary conversion and business interruption claims was $2.30 per share, up 8.5% from $2.12.
Same PNOI excluding lease terminations rose 7.5% on a straight-line basis and 9.2% on a cash basis.
Revised 2026 FFO per share guidance is $9.46 to $9.66, up from $9.40 to $9.60; the Q1 dividend of $1.55 per share was paid April 15, 2026.
IBM reported first-quarter 2026 results on April 22, 2026. Revenue rose 9 percent to $15.9 billion, and GAAP diluted earnings per share from continuing operations were $1.28, up from $1.12 a year earlier. The company reiterated its full-year 2026 outlook for more than 5 percent constant currency revenue growth and about $1 billion of year-over-year free cash flow growth, and its board raised the quarterly dividend to $1.69 per share.
Revenue of $15.9 billion, up 9 percent (6 percent at constant currency); Software up 11 percent, Infrastructure up 15 percent, Consulting up 4 percent
GAAP diluted EPS from continuing operations of $1.28 versus $1.12; operating (non-GAAP) diluted EPS of $1.91 versus $1.60
Free cash flow of $2.2 billion year to date; full-year 2026 free cash flow expected to rise about $1 billion
Quarterly dividend increased to $1.69 per share, payable June 10, 2026 to holders of record as of May 8, 2026
RLI Corp. reported first quarter 2026 net earnings of $54.9 million ($0.60 per diluted share), down from $63.2 million ($0.68) a year earlier, and operating earnings of $76.8 million ($0.83 per share), down from $82.5 million ($0.89). Consolidated revenue rose 4.0%, but underwriting income fell to $57.8 million on an 86.0 combined ratio from $70.5 million on an 82.3 ratio.
Net earnings $54.9 million ($0.60 per share) vs. $63.2 million ($0.68) in Q1 2025, down 13.2%
Operating earnings $76.8 million ($0.83 per share) vs. $82.5 million ($0.89) in Q1 2025
Underwriting income $57.8 million on an 86.0 combined ratio vs. $70.5 million on an 82.3 ratio
Net investment income rose 15% to $42.3 million; gross premiums written rose 3%
Bankwell Financial Group reported GAAP net income of $11.3 million, or $1.41 per diluted share, for the first quarter of 2026, up from $9.1 million, or $1.15 per share, in the fourth quarter of 2025. It raised its 2026 non-interest income guidance to $12 to $13 million, affirmed its non-interest expense and net interest income guidance, and declared a $0.20 quarterly dividend. Net interest margin fell to 3.28% from 3.40%, and nonperforming loans rose to $19.0 million, figures shareholders may weigh alongside the higher earnings.
Net income of $11.3 million and diluted EPS of $1.41 for Q1 2026, versus $9.1 million and $1.15 in Q4 2025
Non-interest income guidance raised to $12 to $13 million; non-interest expense guidance of $64 to $65 million for 2026 affirmed
Net interest margin of 3.28% versus 3.40% in Q4 2025; nonperforming loans increased $2.7 million to $19.0 million
$0.20 per share dividend payable May 19, 2026 to shareholders of record on May 8, 2026
AZZ reported fourth-quarter and fiscal 2026 results for the year ended February 28, 2026, in a press release furnished as Exhibit 99.1. Full-year sales rose 4.6% to $1.65 billion and GAAP net income rose 146.3% to $317.3 million, which the company said was meaningfully affected by equity in earnings from the AVAIL joint venture divestitures, while fourth-quarter GAAP net income fell 21.2% despite 9.4% sales growth. The company reiterated its fiscal 2027 guidance, which sets the baseline for shareholder expectations.
Fiscal 2026 sales were $1.65 billion, up 4.6%; GAAP net income was $317.3 million, up 146.3%, and GAAP diluted EPS was $10.50.
Fourth-quarter sales were $385.1 million, up 9.4%; net income was $15.9 million, down 21.2%; GAAP diluted EPS was $0.53, while adjusted diluted EPS was $1.34, up 36.7%.
Fiscal 2027 guidance was reiterated: sales of $1.725 to $1.775 billion and adjusted diluted EPS of $6.50 to $7.00.
Net leverage was 1.4x, down from 2.5x, after debt reduction of $385.3 million; a conference call is set for April 23, 2026, at 11:00 A.M. ET.
Lam Research reported revenue of $5.84 billion and U.S. GAAP diluted EPS of $1.45 for the quarter ended March 29, 2026, both up from the prior quarter. The company guided to June quarter revenue of $6.60 billion, plus or minus $400 million, and diluted EPS of $1.65, plus or minus $0.15.
Revenue was $5.84 billion, up from $5.34 billion in the December 2025 quarter and $4.72 billion a year earlier.
U.S. GAAP net income was $1,825 million, or $1.45 per diluted share, versus $1.26 in the December 2025 quarter; non-GAAP diluted EPS was $1.47.
For the quarter ending June 28, 2026, guidance is revenue of $6.60 billion (plus or minus $400 million) and diluted EPS of $1.65 (plus or minus $0.15).
Cash, cash equivalents and restricted cash fell to $4.77 billion from $6.20 billion, mainly due to capital return activities, debt principal payments and capital expenditures.
Churchill Downs reported first quarter 2026 results for the three months ended March 31, 2026. Net revenue rose to a record $663 million, up $20 million or 3%, and net income attributable to the company rose $6 million or 8% to $83 million, which lifts diluted EPS to $1.16 from $1.02. Shareholders get a higher profit on higher sales, though interest expense and a rise in income tax provision were also reported in the period.
Net revenue of $663 million, up $20 million or 3% from $643 million in the prior year quarter
Net income attributable to the company of $83 million, up 8%; diluted EPS of $1.16 versus $1.02
Adjusted EBITDA of $257 million, up $12 million or 5%; net bank leverage of 3.8x at quarter end
Company returned $31 million to shareholders through dividends in the quarter; conference call scheduled for April 23, 2026 at 9 a.m. ET
ASGN Incorporated reported first-quarter 2026 revenue of $968.3 million, flat from a year earlier, but net income fell to $5.5 million ($0.13 per diluted share) from $20.9 million ($0.48) and Adjusted EBITDA fell to $83.6 million from $93.6 million. The company said $12.8 million of acquisition, integration and strategic planning expenses were not in its prior guidance, and it expects second-quarter net income of $8.0 million to $13.7 million. The company is renaming itself Everforth, Inc., with new NYSE ticker EFOR effective April 24, 2026.
Q1 2026 revenue was $968.3 million, flat versus Q1 2025 and in line with the guidance range; Commercial Segment revenue rose to $675.5 million while Federal Government Segment revenue fell to $292.8 million
Net income was $5.5 million ($0.13 per diluted share), down from $20.9 million ($0.48) in Q1 2025; gross margin was 27.5%, down 90 basis points
Adjusted EBITDA was $83.6 million (8.6% of revenues) versus $93.6 million (9.7%) a year earlier
Q2 2026 estimates: revenue of $970.0 million to $1.0 billion and net income of $8.0 million to $13.7 million (diluted EPS $0.19 to $0.33)
Las Vegas Sands reported first quarter 2026 results, with net revenue of $3.59 billion, up from $2.86 billion a year earlier, and diluted earnings per share of $0.85, up from $0.49. The company also repurchased $740 million of its common stock during the quarter, which shareholders should weigh alongside its $15.57 billion of total debt outstanding as of March 31, 2026.
Net revenue was $3.59 billion vs. $2.86 billion in Q1 2025; net income was $641 million vs. $408 million.
Diluted EPS was $0.85 vs. $0.49; adjusted EPS, a non-GAAP measure, was $0.91 vs. $0.59.
Consolidated adjusted property EBITDA was $1.42 billion vs. $1.14 billion.
The company repurchased $740 million of common stock and had $817 million remaining under its authorization as of March 31, 2026; total debt was $15.57 billion.
Knight-Swift reported a first-quarter 2026 net loss attributable to the company of $1.3 million, or $(0.01) per diluted share, compared with earnings of $0.19 per share a year earlier. Total revenue rose 1.4% to $1.9 billion, but charges for an adverse arbitration ruling, a Mexico tax decision and severe weather reduced profit. The company guided second-quarter 2026 Adjusted EPS to $0.45 to $0.49.
GAAP net loss attributable to Knight-Swift was $1.3 million, or $(0.01) per diluted share, versus $0.19 per share in Q1 2025.
Adjusted EPS was $0.09, compared with $0.28 in Q1 2025; total revenue was $1.9 billion, up 1.4%.
The quarter included $18.0 million of LTL claims expense tied to an adverse arbitration ruling on a 2022 claim and $4.1 million for a Mexico VAT decision.
Second-quarter 2026 Adjusted EPS guidance is $0.45 to $0.49; full-year 2026 net cash capital expenditures are now $600 million to $650 million, down from $625 million to $675 million.
Rollins reported unaudited first-quarter 2026 results, with revenue up 10.2% to $906 million and net income up 2.5% to $108 million. GAAP EPS was flat at $0.22, while adjusted EPS rose 9.1% to $0.24, but operating margin fell 120 basis points to 16.1% and operating cash flow dropped 19.4% to $118 million.
Revenue was $906 million, up 10.2%; organic revenue rose 6.6% to $877 million.
Net income was $108 million, up 2.5%; GAAP EPS was $0.22, unchanged from a year earlier.
Operating margin fell to 16.1% from 17.3%, and free cash flow fell 20.6% to $111 million.
Management said March revenue grew about 12% in total and over 8% organically.
Cathay General Bancorp reported first-quarter 2026 net income of $86.9 million, or $1.29 per diluted share, down from $90.5 million, or $1.33, in the fourth quarter of 2025 but up from $69.5 million, or $0.98, a year earlier. Net interest margin rose to 3.43%, while a $15.7 million impairment loss on securities cut non-interest income and loan growth was minimal, which the CEO said fell short of company expectations.
Net income $86.9 million, or $1.29 per diluted share, versus $90.5 million, or $1.33, in Q4 2025 and $69.5 million, or $0.98, in Q1 2025
Net interest margin rose to 3.43% from 3.36% in Q4 2025; non-interest income fell 25.5% to $20.7 million due to a $15.7 million impairment loss
Gross loans grew 0.14% to $20.17 billion; total deposits fell $218.5 million to $20.68 billion
Completed the $150.0 million buyback announced in June 2025; an additional $150.0 million program awaits regulatory approval
First Bancorp (FBNC) reported first quarter 2026 net income of $46.7 million, or $1.13 diluted earnings per share, up from $15.7 million or $0.38 in the fourth quarter of 2025 and $36.4 million or $0.88 a year earlier. Net interest income rose 15.4% from the first quarter of 2025 and net interest margin expanded to 3.67%, while the earlier quarter was reduced by a $43.7 million securities loss.
Net income of $46.7 million, or $1.13 diluted EPS, for the quarter ended March 31, 2026, versus $0.38 in the linked quarter and $0.88 in the year-earlier quarter.
Net interest income of $107.1 million, up 0.9% from the linked quarter and 15.4% from the first quarter of 2025.
Net interest margin was 3.67%, up from 3.58% in the linked quarter and 3.25% a year earlier; noninterest expenses were $60.2 million.
Nonperforming assets were $41.8 million, or 0.32% of total assets, at March 31, 2026, compared with 0.30% at December 31, 2025.
Pathward Financial reported fiscal second-quarter 2026 results for the three months ended March 31, 2026. Net income was $72.9 million, or $3.35 per share, compared with $75.0 million, or $3.14 per share, a year earlier. Noninterest income rose 9%, while net interest income fell 8% and the provision for credit losses increased, so shareholders get a mixed picture of lower net income alongside higher per-share earnings.
Net income of $72.9 million, or $3.35 per share, for the three months ended March 31, 2026, versus $75.0 million, or $3.14 per share, a year earlier
Noninterest income rose 9% to $151.2 million, while net interest income fell 8% to $125.1 million
Provision for credit losses was $45.6 million versus $35.3 million a year earlier; nonperforming assets were $119.8 million, or 1.68% of total assets, versus $41.6 million a year earlier
Repurchased 855,201 shares at an average price of $84.15; 3,430,811 shares remained available under the current program as of March 31, 2026
Goosehead reported first-quarter 2026 revenue up 23% to $93.1 million and net income of $8.0 million, versus $2.6 million a year earlier. The same day, it named John Martin as Chief Financial Officer effective April 20, 2026, and moved Mark Jones, Jr. from CFO to President and Chief Operating Officer.
Q1 2026 total revenues were $93.1 million, up 23% from $75.6 million; basic EPS was $0.20 versus $0.09
Net income was $8.0 million versus $2.6 million a year ago; Adjusted EBITDA rose 57% to $24.4 million
John Martin appointed CFO effective April 20, 2026; Mark Jones, Jr. promoted to President and COO and no longer CFO
Full-year 2026 guidance calls for organic total revenue growth of 10% to 19% and written premium growth of 12% to 20%
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