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).
Baker Hughes reported first-quarter 2026 revenue of $6.6 billion, up 2% from a year earlier but down 11% from the fourth quarter of 2025. GAAP net income attributable to the company was $930 million, helped by a $721 million gain on business dispositions, while adjusted EBITDA rose 12% year over year to $1.2 billion. The company said its outlook for business fundamentals is unchanged, excluding ongoing Middle East impacts.
Revenue of $6.6 billion was up 2% year over year and down 11% sequentially.
GAAP diluted EPS was $0.93 versus $0.40 a year earlier; the quarter included a $721 million gain on business dispositions.
Adjusted diluted EPS was $0.58, up from $0.51 a year earlier but down from $0.78 in the fourth quarter of 2025.
Adjusted EBITDA was $1.2 billion, up 12% year over year; a conference call is set for Friday, April 24, 2026 at 9:30 a.m. Eastern Time.
Heritage Financial reported first quarter 2026 net income of $18.9 million, or $0.48 per diluted share, compared with $22.2 million, or $0.65, in the fourth quarter of 2025 and $0.40 in the first quarter of 2025. The results reflect the January 31, 2026 acquisition of Olympic Bancorp, which lifted total assets to $8.50 billion and net interest margin to 3.96%, while noninterest expense also rose with Merger-related costs. The company also declared a regular quarterly cash dividend of $0.24 per share.
Net income of $18.9 million, or $0.48 per diluted share, versus $0.65 in Q4 2025 and $0.40 in Q1 2025.
Adjusted diluted EPS, excluding merger-related costs, was $0.59, compared with $0.66 in Q4 2025 and $0.49 in Q1 2025.
Net interest margin rose to 3.96% from 3.72% in Q4 2025; the efficiency ratio rose to 72.6% from 62.5%.
Quarterly dividend of $0.24 per share, payable May 20, 2026, to shareholders of record at the close of business May 6, 2026.
Rexford Industrial reported first-quarter 2026 net income of $87.9 million, or $0.38 per diluted share, up from $68.3 million, or $0.30, a year earlier. The gain was helped by $26.3 million of gains on property sales, while Company share of Core FFO per diluted share fell 1.6% to $0.61 and total portfolio NOI fell 4.2%. The company raised its full-year 2026 net income and Core FFO per share guidance.
Net income attributable to common stockholders was $87.9 million, or $0.38 per diluted share, versus $68.3 million, or $0.30, in Q1 2025; it included $26.3 million of gains on sale of real estate.
Company share of Core FFO per diluted share was $0.61, down 1.6%; total portfolio NOI was $185.4 million, down 4.2%.
2026 guidance: net income per diluted share raised to $1.22-$1.27 from $1.15-$1.20; Company share of Core FFO per diluted share raised to $2.37-$2.42 from $2.35-$2.40.
Laura Clark became Chief Executive Officer on April 1, 2026, and the Board authorized a new $500 million stock repurchase program after quarter end.
Glacier Bancorp, Inc. reported first-quarter 2026 net income of $82.1 million, up 29% from the prior quarter and 51% from the prior year first quarter, with diluted earnings per share of $0.63. Net interest margin rose to 3.80% and non-performing assets increased to $79.5 million, while acquisition-related expenses were $8.9 million for the quarter.
Net income was $82.1 million, up from $63.8 million in the fourth quarter of 2025 and $54.6 million in the first quarter of 2025.
Diluted earnings per share were $0.63, compared with $0.49 in the prior quarter and $0.48 a year earlier; diluted operating earnings per share were $0.70.
Net interest margin was 3.80%, up from 3.58% in the prior quarter and 3.04% a year earlier.
Non-performing assets were $79.5 million at March 31, 2026, up 15% from the prior quarter, and acquisition-related expenses were $8.9 million.
Customers Bancorp reported unaudited first-quarter 2026 net income available to common shareholders of $69.7 million, or $1.97 per diluted share, compared with $70.1 million, or $1.98 per diluted share, in the fourth quarter of 2025 and $9.5 million, or $0.29 per diluted share, in the first quarter of 2025. Net interest income fell sequentially but rose from a year earlier, and total deposits and loans grew, while the filing gives no forward earnings guidance.
Net income available to common shareholders was $69.7 million, or $1.97 per diluted share, versus $70.1 million, or $1.98, in Q4 2025 and $9.5 million, or $0.29, in Q1 2025.
Net interest income was $191.4 million, down $13.1 million from Q4 2025 but up $23.9 million from Q1 2025.
Total deposits rose 3.9% in the quarter to $21.6 billion, and loans and leases held for investment rose 3.7% to $17.4 billion from December 31, 2025.
Q1 2025 results included a $51.3 million impairment loss on debt securities, which affects the year-over-year comparison.
OP Bancorp reported first quarter 2026 net income of $7.2 million, or $0.48 diluted EPS, up from $7.0 million and $0.47 in the prior quarter, on revenue of $24.6 million. The company also declared a quarterly cash dividend of $0.14 per share, a 17% increase from $0.12, which shareholders may find meaningful for income.
Q1 2026 net income $7.2 million vs. $7.0 million in Q4 2025 and $5.6 million in Q1 2025
Diluted EPS $0.48, compared with $0.47 in Q4 2025 and $0.37 in Q1 2025
Quarterly dividend of $0.14 per share, up from $0.12, payable May 21, 2026 to holders of record May 7, 2026
Nonperforming loans rose to $18.3 million from $14.1 million, mainly from a single $4.1 million CRE relationship
Sallie Mae reported first quarter 2026 GAAP diluted earnings of $1.54 per common share, up from $1.40 a year earlier, and raised its full-year 2026 diluted EPS guidance to $3.10 to $3.20. Results were helped by a $146 million gain on sale from Private Education Loan sales, and the company repurchased 12.0 million shares for $259 million during the quarter.
Q1 2026 GAAP diluted EPS was $1.54, up from $1.40 in Q1 2025; net income was $308 million.
Full-year 2026 diluted EPS guidance was raised to $3.10 to $3.20.
Private Education Loan sales generated a $146 million gain on sale in the quarter.
The company repurchased 12.0 million shares for $259 million in Q1 2026, with $242 million of repurchase capacity remaining at March 31, 2026.
NBT Bancorp reported first quarter 2026 net income of $51.1 million, or $0.98 per diluted share, up from $36.7 million, or $0.77, a year earlier but down from $55.5 million, or $1.06, in the fourth quarter of 2025. The year-over-year comparison is significantly affected by the Evans Bancorp acquisition completed May 2, 2025. Tangible book value per share rose to $27.05 from $24.74 a year earlier.
Net income $51.1 million, or $0.98 diluted EPS, versus $36.7 million, or $0.77, in Q1 2025 and $55.5 million, or $1.06, in Q4 2025
Net interest income of $134.3 million, up 25.3% from Q1 2025 and down 0.8% from Q4 2025; net interest margin on an FTE basis was 3.72%
Nonperforming assets to total assets rose to 0.38% from 0.33% at December 31, 2025, mainly from commercial loans placed in nonaccrual status
Conference call at 10:00 a.m. Eastern on Friday, April 24, 2026
Hilltop Holdings reported first-quarter 2026 income attributable to common stockholders of $37.8 million, or $0.64 per diluted share, down from $42.1 million, or $0.65 per diluted share, a year earlier. The board declared a $0.20 quarterly cash dividend, up from $0.18 in the prior-year quarter, and the company said uncertain economic conditions are expected to continue to adversely affect its operating results for the rest of 2026.
Income attributable to common stockholders was $37.8 million, or $0.64 per diluted share, versus $42.1 million, or $0.65, in Q1 2025.
Total noninterest income was $188.4 million, down 11.7% from $213.3 million in Q1 2025.
Net interest margin rose to 3.13% from 3.02% in Q4 2025.
The $0.20 dividend is payable May 22, 2026, to holders of record on May 8, 2026; the company repurchased shares for $47.5 million in the quarter.
Eastern Bankshares reported net income of $65.3 million, or $0.29 per diluted share, for the quarter ended March 31, 2026, down from $99.5 million, or $0.46, in the prior quarter. Operating net income, which excludes items management considers non-core, was $88.6 million, or $0.40 per diluted share, and total revenue rose to $288.2 million from $283.5 million. The Board approved a 15% increase in the quarterly dividend to $0.15 per share, and the company repurchased $75.1 million of its stock during the quarter.
Net income was $65.3 million, or $0.29 per diluted share, versus $99.5 million, or $0.46, in the fourth quarter of 2025; operating net income was $88.6 million, or $0.40 per diluted share.
Net interest margin on a fully tax equivalent basis rose 2 basis points to 3.63%, and total revenue rose to $288.2 million from $283.5 million.
Quarterly cash dividend raised to $0.15 per share, a $0.02 increase, payable June 22, 2026 to shareholders of record as of June 5, 2026.
Repurchased 3.9 million shares for $75.1 million; 59% of the current authorization is complete, and the company expects to finish the program around mid-year.
Ameris Bancorp reported first-quarter 2026 net income of $110.5 million, or $1.63 per diluted share, up from $87.9 million, or $1.27 per diluted share, a year earlier. Net interest margin widened to 3.88% and the efficiency ratio improved to 49.97%, and the company repurchased $74.9 million of its common stock in the quarter. Net income also edged up from $108.4 million in the fourth quarter of 2025, although noninterest expense rose 9.8% from that quarter.
Net income of $110.5 million, or $1.63 per diluted share, for the quarter ended March 31, 2026, versus $87.9 million, or $1.27 per diluted share, a year earlier
Net interest margin of 3.88%, up 15 basis points from 3.73% in the first quarter of 2025
Efficiency ratio of 49.97%, compared with 52.83% in the first quarter of 2025; noninterest expense rose to $157.1 million from $143.1 million in the fourth quarter of 2025
Repurchased 950,400 shares for $74.9 million in the quarter; earnings call set for 9:00 a.m. Eastern on April 24, 2026
Edwards Lifesciences reported first-quarter 2026 sales of $1.65 billion, up 16.7% from a year earlier, and GAAP diluted EPS of $0.66. The company raised its full-year 2026 sales growth guidance to 9% to 11% and the midpoint of its adjusted EPS guidance, and it completed a $500 million accelerated share repurchase.
Q1 sales grew 16.7% to $1.65 billion (12.7% on a constant currency basis); TAVR sales were $1.20 billion and TMTT sales were $173 million.
Q1 GAAP diluted EPS was $0.66 versus $0.61 a year earlier; adjusted EPS was $0.78 versus $0.64.
Full-year 2026 sales growth guidance raised to 9% to 11% from 8% to 10%; adjusted EPS guidance range is $2.95 to $3.05 versus $2.90 to $3.05 previously.
The company completed a $500 million accelerated share repurchase and has about $1.5 billion remaining under its authorization.
Erie Indemnity reported first-quarter 2026 net income of $150.5 million, or $2.88 per diluted share, up from $138.4 million, or $2.65, a year earlier. Operating income before taxes rose $15.4 million, or 10.2 percent. The board also declared a quarterly Class A dividend of $1.4625 per share and named Jonathan Hirt Hagen Chairman, succeeding Thomas B. Hagen, who had served as Chairman since 2007.
Q1 2026 net income $150.5 million vs. $138.4 million in Q1 2025
Diluted EPS $2.88 vs. $2.65; operating income $166.8 million vs. $151.4 million
Quarterly Class A dividend of $1.4625 per share, record and ex-dividend date July 7, 2026, payable July 21, 2026
Jonathan Hirt Hagen elected Chairman; Thomas B. Hagen named Chairman Emeritus
Ameriprise Financial reported first quarter 2026 adjusted operating earnings of $11.26 per diluted share, up 19% from $9.50 a year earlier, with GAAP net income of $915 million, or $9.68 per diluted share, compared with $5.83 a year ago. The company also raised its quarterly dividend 6% and returned $936 million to shareholders in the quarter, equal to 88% of operating earnings.
Adjusted operating earnings per diluted share were $11.26 versus $9.50 a year earlier; GAAP net income per diluted share was $9.68 versus $5.83.
Adjusted operating net revenues rose 11% to $4.8 billion, and assets under management, administration and advisement reached $1.7 trillion, up 12%.
Quarterly dividend increased 6%, and $936 million was returned to shareholders in the quarter.
Asset Management reported net outflows of $5.9 billion, compared with $18.3 billion a year earlier.
FirstCash reported record first-quarter 2026 revenue of $1.05 billion, up 26% from a year earlier, and GAAP diluted earnings per share of $2.43, up 30%. The company raised its full-year 2026 revenue guidance for each of its pawn segments and declared a $0.42 per share quarterly dividend.
Revenue of $1,051.7 million for the quarter ended March 31, 2026, up 26% from $836.4 million
GAAP diluted EPS of $2.43 versus $1.87, up 30%; net income of $107.7 million, up 29%
Full-year 2026 pawn revenue guidance raised for each segment; U.S. pawn fee growth now expected in the mid-teens versus low double digits previously
Quarterly dividend of $0.42 per share, payable May 29, 2026 to holders of record May 15, 2026
First Financial Bancorp reported first-quarter 2026 net income of $74.4 million, or $0.71 per diluted share, up from $62.4 million, or $0.64, in the fourth quarter of 2025 and $51.3 million, or $0.54, a year earlier. The Board also authorized a new repurchase plan of up to 5,000,000 shares, about 4.8% of shares outstanding as of March 31, 2026, which expires December 31, 2027.
Q1 2026 net income $74.4 million, or $0.71 per diluted share, versus $0.64 in Q4 2025 and $0.54 in Q1 2025; adjusted EPS was $0.77 (non-GAAP)
Noninterest expenses were $169.4 million, including $14.3 million of acquisition-related expenses; the BankFinancial acquisition closed January 1, 2026
Repurchase plan of up to 5,000,000 shares, effective April 21, 2026, replaces the plan that expired December 31, 2025
Total loans rose $70.8 million to $13.5 billion, including $227.7 million acquired from BankFinancial
Enova International reported first quarter 2026 results for the three months ended March 31, 2026, with total revenue of $875 million, up 17% from $746 million a year earlier, and net income of $91 million, or $3.46 per diluted share, up from $2.69. The company said it expects the acquisition of Grasshopper Bank to close in the second half of 2026, pending the regulatory review process.
Total revenue of $875 million, up 17% from $746 million in Q1 2025
Net income of $91 million, or $3.46 per diluted share, vs. $2.69 in Q1 2025
Net charge-off ratio of 7.6%, down from 8.6% a year earlier
Grasshopper Bank acquisition expected to close in the second half of 2026
Columbia Banking System reported first quarter 2026 net income of $192 million, or $0.66 per diluted share, down from $215 million, or $0.72, in the fourth quarter of 2025, but up from $87 million, or $0.41, a year earlier. Net interest income fell $33 million from the prior quarter, which included one-time benefits that did not repeat, and the company repurchased $200 million of common stock during the quarter.
Net income $192 million vs $215 million in 4Q25 and $87 million in 1Q25; diluted EPS $0.66 vs $0.72 and $0.41
Net interest income $594 million, down $33 million from the prior quarter; net interest margin 3.96%, down 10 basis points
Non-interest expense $394 million, down $18 million; provision for credit losses $28 million vs $23 million in 4Q25
Repurchased $200 million of common stock; quarterly dividend $0.37 per share; the company expects all Pacific Premier cost savings by June 30, 2026
Kinsale Capital Group reported first-quarter 2026 net income of $112.6 million, or $4.88 per diluted share, up from $89.2 million, or $3.83 per share, a year earlier. Underwriting profitability improved, with the combined ratio falling to 77.4% from 82.1%, while gross written premiums declined 0.5% because of a 28.3% drop in the Commercial Property Division.
Net income was $112.6 million, or $4.88 per diluted share, versus $89.2 million, or $3.83, in Q1 2025.
Net operating earnings were $117.8 million, or $5.11 per diluted share, versus $86.4 million, or $3.71, in Q1 2025.
Gross written premiums fell 0.5% to $482.0 million, driven by a 28.3% decline in the Commercial Property Division; excluding that division, they rose 6.0%.
Combined ratio improved to 77.4% from 82.1%; after-tax catastrophe losses were $1.3 million in Q1 2026 versus $17.8 million in Q1 2025.
Carlisle Companies reported first-quarter 2026 results with revenue down 4% year-over-year to $1.05 billion, as winter weather and softer construction demand reduced volumes. Diluted EPS from continuing operations was $3.10, down from $3.13, while adjusted EPS rose 1% to $3.63; the company reaffirmed its full-year 2026 outlook and its $1 billion share repurchase target.
Revenue was $1,052.1 million versus $1,095.8 million a year earlier, down 4%; income from continuing operations fell 9% to $127.7 million.
Diluted EPS was $3.10 versus $3.13; adjusted EPS was $3.63 versus $3.61, up 1%.
Adjusted EBITDA margin rose 50 basis points to 22.3%; the company repurchased $250 million of shares in the quarter.
Full-year 2026 outlook reaffirmed: low-single-digit revenue growth and about 50 basis points of adjusted EBITDA margin expansion.
The Bancorp reported first-quarter 2026 net income of $60.1 million, or $1.41 per diluted share, up from $1.19 a year earlier. Revenue fell, with net interest income at $88.8 million versus $91.7 million and non-interest income at $72.5 million versus $83.6 million, and the company kept its 2026 EPS guidance at $5.90 while setting a 2027 EPS range of $8.10 to $8.30.
Net income of $60.1 million and diluted EPS of $1.41 for 1Q 2026, versus $57.2 million and $1.19 for 1Q 2025.
Net interest income of $88.8 million versus $91.7 million a year earlier; net interest margin of 3.87% versus 4.07%.
Non-interest income of $72.5 million versus $83.6 million in 1Q 2025, with credit enhancement income at $28.8 million versus $45.9 million.
2026 EPS guidance maintained at $5.90; 2027 EPS expected in a range of $8.10 to $8.30; $200 million of share repurchases planned for 2026, or $50 million a quarter.
WSFS Financial reported first-quarter 2026 net income of $86.8 million, or $1.64 per diluted share, up from $65.9 million and $1.12 a year earlier. The board raised the quarterly dividend 18% to $0.20 per share and approved a new share repurchase authorization equal to 15% of shares outstanding on March 31, 2026. Core EPS was $1.68, though it was $1.45 excluding a $15.7 million loan recovery.
Net income of $86.8 million and diluted EPS of $1.64, compared with $72.7 million and $1.34 in 4Q 2025 and $65.9 million and $1.12 in 1Q 2025
Core EPS of $1.68, up 17% from 4Q 2025; core EPS was $1.45 excluding a previously disclosed $15.7 million loan recovery
Quarterly cash dividend raised 18% to $0.20 per share, payable May 22, 2026 to holders of record as of May 8, 2026
Repurchased $85.0 million of common stock in the quarter; the new authorization equals 15% of shares outstanding as of March 31, 2026
Marten Transport reported first-quarter 2026 net income of $1.4 million, or 2 cents per diluted share, down from $4.3 million, or 5 cents, a year earlier. Operating revenue fell 8.8% to $203.5 million, and the company said winter storms and higher diesel prices weighed on results, while its intermodal business, sold in 2025, no longer contributes revenue.
Operating revenue was $203.5 million, compared with $223.2 million in the first quarter of 2025, a decline of 8.8%.
Operating income was $1.6 million, compared with $5.9 million a year earlier.
Dedicated segment revenue fell 13.8% to $63.5 million, and the consolidated operating ratio rose to 99.2% from 97.4%.
The company declared a dividend of $0.06 per common share, unchanged from the prior-year quarter.
MaxLinear reported first-quarter 2026 net revenue of $137.2 million, up 43% from a year earlier and 1% from the prior quarter, and guided second-quarter revenue to $160 million to $170 million. GAAP net loss was $45.1 million, or $0.52 per diluted share, compared with a $0.17 loss in the prior quarter, while non-GAAP diluted earnings were $0.22 per share. The company also amended its revolving credit facility to extend maturity to March 2028 and add $30 million in commitments, bringing the total to $130 million, which was undrawn at closing.
Q1 2026 net revenue $137.2 million, up 43% year over year and up 1% sequentially
GAAP diluted loss per share $0.52 vs. $0.17 loss in Q4 2025; non-GAAP diluted EPS $0.22 vs. $0.19
Q2 2026 net revenue guidance of approximately $160 million to $170 million
Revolver maturity extended from June 23, 2026 to March 23, 2028; $30 million added, total $130 million, undrawn; margin raised to 2.25% for Term SOFR loans
VeriSign reported first-quarter 2026 revenue of $429 million, up 6.6% from a year earlier, with net income of $215 million and diluted EPS of $2.34, compared with $199 million and $2.10 in the first quarter of 2025. Cash flow from operations fell to $272 million from $291 million, and the company repurchased $214 million of stock during the quarter.
Operating income was $294 million, up from $271 million in the first quarter of 2025.
Cash flow from operations was $272 million, compared with $291 million a year earlier.
The Board approved a $0.81 per share dividend, with a record date of May 19, 2026 and payment on May 27, 2026.
The .com and .net wholesale fee rises from $10.26 to $10.97 per registration effective Nov. 1, 2026.
Intel reported first-quarter 2026 revenue of $13.6 billion, up 7% from a year earlier, and non-GAAP EPS of $0.29, up from $0.13. GAAP results were far weaker, with a net loss attributable to Intel of $3.7 billion, driven by $4.07 billion in restructuring and other charges, mainly a goodwill impairment at its Mobileye unit. For second-quarter 2026, Intel forecasts revenue of $13.8 billion to $14.8 billion and non-GAAP EPS of $0.20.
Q1 2026 GAAP diluted EPS was $(0.73) versus $(0.19) a year earlier; non-GAAP diluted EPS was $0.29 versus $0.13.
Restructuring and other charges were $4.07 billion in Q1 2026 versus $156 million in Q1 2025, primarily Mobileye goodwill impairment.
Q2 2026 guidance: revenue of $13.8 billion to $14.8 billion; GAAP EPS of $0.08 and non-GAAP EPS of $0.20.
Intel generated $1.1 billion in cash from operations in the first quarter and held $17.2 billion in cash and cash equivalents at March 28, 2026.
Boyd Gaming reported first-quarter 2026 revenue of $997.4 million, up from $991.6 million a year earlier, and GAAP net income of $105.5 million, or $1.37 per share, up from $1.31. Adjusted EBITDAR fell to $317.4 million from $337.5 million, and adjusted earnings per share were $1.60 versus $1.62, so headline profit measures moved in different directions. The company also raised its quarterly dividend to $0.20 per share from $0.18 and said its board added $500 million to its share repurchase authorization.
Revenue: $997.4 million for Q1 2026, versus $991.6 million in Q1 2025
Net income: $105.5 million, or $1.37 per diluted share, versus $111.4 million, or $1.31, a year earlier
Adjusted EBITDAR: $317.4 million versus $337.5 million; adjusted EPS $1.60 versus $1.62
Board authorized an additional $500 million for share repurchases on April 8, 2026; quarterly dividend raised to $0.20 per share
SouthState Bank Corporation reported first-quarter 2026 net income of $225.8 million and diluted earnings per share of $2.28, both lower than in the fourth quarter of 2025 but well above the first quarter of 2025 on a reported basis. The company also declared a $0.60 quarterly dividend payable May 15, 2026, to shareholders of record on May 8, 2026.
Net income was $225.8 million, versus $247.7 million in Q4 2025 and $89.1 million in Q1 2025.
Diluted EPS was $2.28, versus $2.46 in Q4 2025 and $0.87 in Q1 2025; adjusted diluted EPS (non-GAAP) was $2.28, up from $2.15 a year earlier.
Net interest income was $562 million, down $20 million from the prior quarter and up $17 million from a year earlier; noninterest income was $100 million, down $6 million from the prior quarter.
The quarterly dividend is $0.60 per share, payable May 15, 2026; the company will hold its first-quarter call on April 24, 2026 at 9 a.m. ET.
Newmont reported first quarter 2026 net income attributable to stockholders of $3.3 billion, or $3.00 per diluted share, up $2.0 billion from the prior quarter, and adjusted earnings of $2.90 per diluted share versus $2.52 in the fourth quarter. The company also approved an additional $6.0 billion share repurchase program after fully using its previous $6.0 billion authorization, and it left full-year 2026 production and cost guidance unchanged.
Net income attributable to Newmont stockholders was $3.3 billion, or $3.00 per diluted share; adjusted net income was $3.2 billion, or $2.90 per diluted share.
Free cash flow was a record $3.1 billion, and cash on hand ended the quarter at $8.8 billion.
The Board approved a new $6.0 billion share repurchase program, and a $0.26 per share dividend was declared, payable June 22, 2026.
Full-year 2026 guidance was unchanged, but the filing notes a Ghana cost impact of approximately $25 per ounce for total Newmont that was not included in guidance.
The Hartford reported first quarter 2026 net income available to common stockholders of $851 million, or $3.04 per diluted share, up 36% from $625 million a year earlier. Core earnings rose 36% to $866 million, helped by lower catastrophe losses and higher net investment income, and the company returned $617 million to stockholders in the quarter.
Net income available to common stockholders: $851 million ($3.04 per diluted share) vs. $625 million ($2.15) in Q1 2025
Core earnings: $866 million ($3.09 per diluted share) vs. $639 million ($2.20) in Q1 2025
P&C current accident year catastrophe losses: $230 million vs. $467 million in Q1 2025
Returned $617 million to stockholders, including $450 million of shares repurchased and $167 million in dividends paid
Principal Financial Group reported first quarter 2026 results, with GAAP net income attributable to PFG of $424.6 million ($1.93 per diluted share), up from $48.1 million ($0.21) a year earlier. Non-GAAP operating earnings rose 10% to $456.1 million ($2.07 per diluted share), and the company announced a second quarter dividend of $0.82 per share, an 8% increase over the prior year quarter. The company also returned $374 million to shareholders in the quarter.
GAAP net income attributable to PFG was $424.6 million, or $1.93 per diluted share, versus $48.1 million, or $0.21, in 1Q25.
Non-GAAP operating earnings were $456.1 million, or $2.07 per diluted share, up 14% per share from $1.81 in 1Q25.
Second quarter 2026 common stock dividend set at $0.82 per share, a 2-cent increase, payable June 26, 2026 to holders of record as of June 1, 2026.
The company returned $374 million to shareholders, including $200 million of share repurchases and $174 million of common stock dividends.
AppFolio reported first-quarter 2026 revenue of $262 million, up 20% from a year earlier, and GAAP net income of $42.4 million, or $1.18 per diluted share, compared with $31.4 million, or $0.86, in the prior-year quarter. The company raised its full-year 2026 revenue range to $1.110 to $1.125 billion and its non-GAAP operating margin range to 26.0% to 28.0%, while operating cash flow fell to $34 million from $38 million.
Q1 2026 revenue was $262 million, up 20% year-over-year; GAAP operating income was $51 million, up 50%.
Non-GAAP operating income was $72 million, or 27.3% of revenue, versus $53 million, or 24.3%, in Q1 2025.
Full-year 2026 revenue range raised to $1.110 to $1.125 billion; non-GAAP operating margin range raised to 26.0% to 28.0%.
Company repurchased 703 thousand Class A shares for $125 million in the quarter.
Knowles reported first-quarter 2026 revenue of $153.1 million, up 16% from a year earlier, and non-GAAP diluted EPS from continuing operations of $0.27, up 50%. The company also guided second-quarter 2026 non-GAAP diluted EPS to $0.28 to $0.32 on revenue of $152 million to $162 million, which points to continued year-over-year growth for shareholders.
Q1 2026 revenues were $153.1 million, up from $132.2 million in Q1 2025 but down from $162.2 million in Q4 2025.
GAAP diluted EPS from continuing operations was $0.13 in Q1 2026, compared with $0.00 in Q1 2025; non-GAAP diluted EPS was $0.27 versus $0.18.
Q2 2026 outlook: revenue of $152 million to $162 million and non-GAAP diluted EPS of $0.28 to $0.32.
Q1 2026 net cash used in operating activities was $0.7 million, compared with $1.3 million provided in Q1 2025.
Comfort Systems USA reported first-quarter 2026 net income of $370.4 million, or $10.51 per diluted share, up from $169.3 million, or $4.75, a year earlier, on revenue of $2.87 billion versus $1.83 billion. The company also raised its quarterly dividend to $0.80 per share from $0.70, payable May 26, 2026.
Net income was $370.4 million, or $10.51 per diluted share, versus $169.3 million, or $4.75, in Q1 2025.
Revenue was $2.87 billion versus $1.83 billion a year earlier; backlog was $12.45 billion as of March 31, 2026, up from $11.94 billion at December 31, 2025.
Operating cash inflow was $388.8 million versus an outflow of $88.0 million in Q1 2025.
Board declared a quarterly dividend of $0.80 per share, up $0.10, payable May 26, 2026 to holders of record on May 15, 2026.
SkyWest reported first quarter 2026 revenue of $1.0 billion, up 7% from a year earlier, and net income of $102 million, or $2.50 per diluted share, compared with $101 million, or $2.42, in Q1 2025. Operating income fell to $124 million from $139 million as operating expenses rose 10%, and the net income figure included a $12 million discrete tax benefit.
Revenue was $1.0 billion, up $65 million, or 7%, from $948 million in Q1 2025.
Operating expenses rose $80 million, or 10%, to $889 million; operating income was $124 million versus $139 million a year earlier.
Net income included a $12 million discrete income tax benefit, or $0.29 per diluted share.
SkyWest repurchased 783,000 shares for $75 million in Q1 2026, leaving $138 million of remaining authorization as of March 31, 2026.
Robert Half reported first-quarter 2026 revenue of $1.300 billion, down from $1.352 billion a year earlier, and net income of $14 million, or $0.14 per share, versus $17 million, or $0.17 per share. Management said revenue fell 6% on an adjusted basis and that talent solutions posted a second straight quarter of positive sequential growth on a same-day constant currency basis. The release does not include an updated full-year outlook, so shareholders get no new forward-looking figures from this filing.
Revenue was $1.300 billion for the quarter ended March 31, 2026, versus $1.352 billion a year earlier, a 4% decline on a reported basis and 6% on an adjusted basis.
Net income was $14 million ($0.14 per diluted share), compared with $17 million ($0.17 per share) in the first quarter of 2025.
Protiviti revenue was $466 million, down from $477 million, and total talent solutions revenue was $725 million, down from $763 million.
Magyar Bancorp reported net income of $3.0 million for the three months ended March 31, 2026, up 13% from $2.7 million a year earlier, and $6.2 million for the six months, up 29%. The company also declared a quarterly cash dividend of $0.10 per share, payable May 21, 2026 to holders of record on May 7, 2026.
Three-month basic EPS was $0.49 versus $0.43 a year earlier; diluted EPS was $0.48 versus $0.43.
Net interest margin rose 35 basis points to 3.66% for the quarter, driven by higher net interest income.
Other income fell 32.4% to $857 thousand for the quarter, mainly from lower SBA 7(a) loan sale gains.
Quarterly dividend of $0.10 per share: record date May 7, 2026; payment date May 21, 2026.
Oak Valley Bancorp reported unaudited first-quarter 2026 net income of $5.3 million, or $0.64 per diluted share, in a press release dated April 22, 2026. That was flat with the same quarter a year earlier but down from $6.3 million, or $0.76 per diluted share, in the prior quarter, as operating expenses rose and net interest income fell. Shareholders get a flat year-over-year profit with a weaker sequential quarter, and the filing gives no guidance.
Net income $5.3 million ($0.64 diluted EPS) versus $6.3 million ($0.76) in Q4 2025 and $5.3 million ($0.64) in Q1 2025
Net interest income $18.8 million, down from $19.5 million in Q4 2025 and up from $17.8 million in Q1 2025
Non-interest expense rose to $13.5 million from $12.3 million in Q4 2025; efficiency ratio 62.99% versus 55.94%
Non-performing assets $4.6 million (0.23% of total assets), up from zero a year earlier after one collateral-dependent loan was placed on non-accrual in December 2025
Travelzoo reported first quarter 2026 revenue of $24.3 million, up 5% from $23.1 million a year earlier, while diluted earnings per share fell to $0.23 from $0.26. The company said it spent more to acquire Club Members, which lowered operating income to $3.4 million from $3.8 million, and it expects revenue growth to continue in the second quarter of 2026.
Revenue was $24.3 million, up 5% year-over-year; in constant currencies, revenue rose 2% to $23.6 million.
Diluted EPS was $0.23 versus $0.26 in Q1 2025; operating income was $3.4 million versus $3.8 million.
Non-GAAP operating profit was $3.5 million, excluding $35,000 of stock option expenses and $15,000 of severance expenses.
The company repurchased 500,000 shares during Q1 2026, and cash, cash equivalents and restricted cash were $11.3 million as of March 31, 2026.
City Holding Company reported first-quarter 2026 net income of $31.7 million, or $2.20 per diluted share, up from $30.3 million and $2.06 per share in the first quarter of 2025. Net interest income fell 1.6% from the fourth quarter of 2025, but non-interest income rose year over year and the net interest margin improved to 3.97%, so the headline earnings measures improved for shareholders.
Q1 2026 net income $31.7 million and diluted EPS $2.20, versus $2.18 in Q4 2025 and $2.06 in Q1 2025
Net interest income $59.6 million, down about $1.0 million (1.6%) from Q4 2025; net interest margin rose to 3.97% from 3.94%
Non-interest expenses rose 4.6% year over year to $39.4 million; non-interest income rose to $19.6 million from $18.7 million
Board approved a $0.87 quarterly dividend payable April 30, 2026, and a new buyback of up to 1,000,000 shares authorized March 25, 2026
Tootsie Roll Industries reported first quarter 2026 net sales of $149.5 million, up 2% from $146.5 million a year earlier, while net earnings fell to $17.7 million from $18.1 million. Earnings per share were $0.24 in both periods, and the company said higher cocoa and chocolate costs weighed on gross profit margins.
Net sales rose $3.0 million, or 2%, to $149.5 million in the quarter ended March 31, 2026.
Net earnings were $17.7 million versus $18.1 million; earnings per share held at $0.24 in both years.
The effective income tax rate was 25.1% compared with 21.6% a year earlier, reflecting non-deductible deferred compensation.
Management expects lower cocoa and chocolate costs to appear in late 2026 and into 2027.
Pool Corporation reported first-quarter 2026 results on April 23, 2026, with net sales up 6% to $1.1 billion and operating income up 7% to $82.6 million. The company confirmed its full-year 2026 diluted EPS guidance of $10.87 to $11.17, which shareholders will watch as the peak pool season begins.
Net sales increased 6% to $1.1 billion; operating income rose 7% to $82.6 million.
Diluted EPS was $1.45, up 2% from $1.42; excluding ASU 2016-09 tax benefits, EPS rose 8% to $1.43 from $1.32.
Net income was $53.2 million versus $53.5 million a year earlier; gross margin fell 20 basis points to 29.0%.
Full-year 2026 diluted EPS guidance of $10.87 to $11.17 was confirmed.
Ladder Capital reported first-quarter 2026 results, with GAAP diluted EPS of $0.02 and net income attributable to Class A shareholders of $2.6 million, down from $0.13 and $15.9 million in the fourth quarter of 2025. Distributable earnings, a non-GAAP measure, rose to $28.0 million ($0.22 per share) from $21.4 million ($0.17 per share), and the board authorized a $100.0 million share repurchase, which the company said increases its remaining authorization from $77.2 million.
GAAP income before taxes was $3.2 million, versus $15.5 million in the prior quarter; total costs and expenses rose to $48.7 million from $35.0 million, led by compensation and employee benefits of $22.3 million, up from $10.9 million.
Distributable earnings were $28.0 million, or $0.22 per diluted share, compared with $21.4 million, or $0.17, in the fourth quarter, which included a $5.0 million charge-off of allowance for credit losses.
The company said it produced its highest quarterly loan origination volume in four years.
On April 21, 2026, the board authorized a $100.0 million repurchase of Class A common stock, raising the remaining authorization from $77.2 million.
Freeport-McMoRan reported first-quarter 2026 net income attributable to common stock of $881 million, or $0.61 per share, up from $352 million, or $0.24 per share, a year earlier. Revenue rose to $6.234 billion from $5.728 billion, but the company lowered its full-year 2026 sales estimates, citing a delayed ramp-up of the Grasberg Block Cave mine after the September 2025 mud rush incident, and said its production forecasts are now more variable.
Net income attributable to common stock was $881 million, $0.61 per share, versus $352 million, $0.24 per share, in first-quarter 2025; adjusted net income was $830 million, $0.57 per share.
The 2026 copper sales estimate is about 3.1 billion pounds, down from the January 2026 estimate of 3.4 billion pounds; the gold estimate is 650 thousand ounces, versus 0.8 million ounces in January.
Unit net cash costs for 2026 are expected to average $1.95 per pound of copper, with the company citing higher energy and consumables costs following the onset of Middle East military conflict in late February 2026.
First-quarter results include an after-tax net credit of $51 million, mainly from an insurance settlement tied to the September 2025 mud rush incident, with proceeds expected in second-quarter 2026; the company bought back 1.7 million share
Old Republic International reported first-quarter 2026 net income of $330.0 million, up from $245.0 million a year earlier, helped by $201.8 million of investment gains. Excluding investment gains, net operating income fell 15.4% to $170.5 million, and the combined ratio worsened to 96.6% from 93.7%, which matters to shareholders because the insurance operations earned less.
Net operating income per diluted share was $0.68, compared with $0.81 a year earlier.
Net investment gains were $201.8 million, compared with $55.0 million a year earlier.
Specialty Insurance combined ratio rose to 94.8% from 89.8%, with less favorable prior year reserve development.
Total capital returned to shareholders was $237.5 million, including $160.7 million in share repurchases.
United Bankshares reported first-quarter 2026 net income of $124.2 million, or $0.89 per diluted share, down from $128.8 million, or $0.91, in the fourth quarter of 2025 but up from $84.3 million, or $0.59, in the first quarter of 2025. Net interest income fell 2% from the prior quarter while noninterest income rose 10%, and the company repurchased about 1.7 million shares during the quarter at an average price of $39.92. The results were released in a press release furnished as Exhibit 99.1.
Net income $124.2 million and diluted EPS $0.89, versus $128.8 million and $0.91 in Q4 2025 and $84.3 million and $0.59 in Q1 2025
Net interest income $282.5 million, down $4.9 million (2%) from Q4 2025 and up $22.5 million (9%) from Q1 2025
Noninterest income $34.1 million, up $3.1 million (10%) from Q4 2025; noninterest expense $152.8 million
About 1.7 million shares repurchased in Q1 2026 at an average price of $39.92; cash dividend $0.38 per share
MarineMax reported fiscal 2026 second-quarter results for the period ended March 31, 2026, with revenue of $527.4 million, down from $631.5 million a year earlier, and a net loss of $2.6 million, or $0.12 per share, compared with net income of $3.3 million, or $0.14 per diluted share, in the prior-year quarter. The company reaffirmed its fiscal 2026 guidance of Adjusted EBITDA of $110 million to $125 million and adjusted net income of $0.40 to $0.95 per diluted share, so shareholders face weaker recent results while the outlook is unchanged.
Revenue was $527.4 million, versus $631.5 million in the prior-year quarter, with same-store sales down 15%.
Net loss was $2.6 million, or $0.12 per share; adjusted net income was $0.9 million, or $0.04 per diluted share, versus $5.5 million, or $0.24, a year earlier.
Gross profit margin rose to 34.4% from 30%, which management attributed to higher-margin businesses.
Fiscal 2026 guidance was reaffirmed: Adjusted EBITDA of $110 million to $125 million and adjusted net income of $0.40 to $0.95 per diluted share.
Union Pacific reported first quarter 2026 net income of $1.7 billion, or $2.87 per diluted share, up from $1.6 billion, or $2.70 per diluted share, a year earlier. Operating revenue rose 3% to $6.2 billion and the reported operating ratio improved to 60.5%. The company affirmed its 2026 outlook, including mid-single-digit reported EPS growth, and results include $36 million of merger costs.
Net income of $1.7 billion and diluted EPS of $2.87, versus $1.6 billion and $2.70 in Q1 2025; adjusted diluted EPS was $2.93
Operating revenue of $6.2 billion, up 3%; freight revenue up 4% to $5.9 billion
Reported operating ratio of 60.5%, a 20 basis point improvement; merger costs of $36 million, or $0.06 per diluted share
2026 outlook affirmed, including reported EPS growth of mid-single digits and a $3.3 billion capital plan
Dime Community Bancshares reported first-quarter 2026 net income available to common stockholders of $32.8 million, or $0.75 per diluted share, up from $30.0 million, or $0.68, in the fourth quarter of 2025 and $19.6 million, or $0.45, in the first quarter of 2025. Net interest margin widened to 3.21%, and the company said it redeemed all $40 million of its 2030 subordinated debentures on March 30, 2026.
Net income available to common stockholders was $32.8 million, or $0.75 per diluted share, for the quarter ended March 31, 2026.
Net interest margin was 3.21%, compared with 3.11% in the fourth quarter of 2025 and 2.95% in the first quarter of 2025.
Total deposits were $12.60 billion at March 31, 2026, up from $11.61 billion a year earlier, while total deposits were $12.84 billion at December 31, 2025.
The company redeemed at par on March 30, 2026 all $40 million of its outstanding Fixed/Floating Subordinated Debentures due 2030.
NextEra Energy reported first-quarter 2026 results on April 23, 2026. Adjusted earnings rose to $2.275 billion, or $1.09 per share, from $2.038 billion, or $0.99 per share, a year earlier, and GAAP net income attributable to the company was $2.182 billion, or $1.04 per share, compared with $833 million, or $0.40 per share. The company kept its 2026 adjusted EPS range of $3.92 to $4.02 and said it is targeting the high end, so shareholders see earnings growth on track with the prior outlook.
Adjusted EPS was $1.09 versus $0.99 in Q1 2025; GAAP EPS was $1.04 versus $0.40.
Operating revenues were $6.701 billion versus $6.247 billion a year earlier.
FPL net income was $1.462 billion ($0.70 per share) versus $1.316 billion ($0.64 per share).
2026 adjusted EPS guidance of $3.92 to $4.02 is unchanged, with the company targeting the high end.
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