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).
Heartland Express reported unaudited first-quarter 2026 results, with operating revenue of $176.3 million, down from $219.4 million a year earlier. The net loss narrowed to $4.8 million, or $0.06 per share, from $13.9 million, or $0.18 per share, as operating ratio improved to 101.9% from 106.8%. The company also fully retired its Smith Transport acquisition-related debt and equipment leases, leaving $149.9 million of acquisition-related debt and finance lease obligations.
Operating revenue fell to $176.3 million from $219.4 million in Q1 2025.
Net loss was $4.8 million, or $0.06 per share, versus $13.9 million, or $0.18 per share, a year earlier.
Operating ratio improved to 101.9% from 106.8%; non-GAAP adjusted operating ratio was 101.3%.
Smith Transport acquisition-related debt and equipment leases were fully retired as of March 31, 2026.
Gaming and Leisure Properties reported first-quarter 2026 total revenue of $420.0 million, up 6.3% from a year earlier, and net income of $239.4 million, or $0.82 per diluted share, compared with $0.60 a year earlier. The company raised its 2026 AFFO per share guidance to $4.08 to $4.12 from $4.06 to $4.11, which points to higher expected cash earnings for shareholders.
Total revenue was $420.0 million for the three months ended March 31, 2026, versus $395.2 million a year earlier.
Net income was $239.4 million, or $0.82 per diluted share, versus $170.4 million, or $0.60 per diluted share, a year earlier.
2026 AFFO guidance is now $1.212 billion to $1.223 billion, or $4.08 to $4.12 per diluted share and OP/LTIP units, up from $4.06 to $4.11.
Financial leverage was 5.0x net debt to adjusted EBITDA as of March 31, 2026, the low end of the company's 5.0x to 5.5x target range.
Park National reported first-quarter 2026 net income of $41.7 million, down 1.1% from a year earlier, and diluted earnings per share of $2.39, down from $2.60. Net interest income rose 20.5% to $125.8 million after the February 1, 2026 First Citizens merger, but the quarter included $15.5 million in merger-related expenses.
Net income $41.7 million vs. $42.2 million in Q1 2025; diluted EPS $2.39 vs. $2.60
Net interest income $125.8 million, up 20.5% from $104.4 million
Pre-tax, pre-provision net income $54.3 million, up 4.6%
Quarterly dividend of $1.10 per share declared, payable June 10, 2026, to holders of record May 15, 2026
Texas Community Bancshares reported unaudited net income of $836,000 for the first quarter ended March 31, 2026, up 30.0% from $643,000 a year earlier. Net interest margin widened to 3.49% from 3.24%, while noninterest expense rose 8.2%, so the earnings gain came from higher interest margin and noninterest income.
Net income was $836,000 for the three months ended March 31, 2026, compared with $643,000 a year earlier.
Net interest income rose $103,000, or 3.1%, to $3.4 million, and net interest margin rose to 3.49% from 3.24%.
Noninterest expense increased $240,000, or 8.2%, to $3.2 million, mainly due to costs tied to a foreclosed multifamily property and technology spending.
Total deposits were $332.0 million at March 31, 2026, and nonperforming assets were $11.2 million, or 2.60% of total assets.
Procter & Gamble reported third-quarter fiscal 2026 results with organic sales up 3% and core earnings per share up 3% to $1.59, while currency-neutral core EPS was flat at $1.54. The company maintained its fiscal 2026 guidance, including core EPS growth of 0% to 4%, though core operating margin fell 80 basis points to 22.2%.
Organic sales grew 3%, with volume up 2% and pricing up 1%; diluted EPS was $1.63 versus $1.54 a year earlier.
Core gross margin was 50.0%, down 100 basis points, and core operating margin was 22.2%, down 80 basis points.
FY 2026 guidance was maintained: organic sales growth of 0% to 4%, core EPS growth of 0% to 4%, and all-in EPS growth of 1% to 6%.
Clorox bought P&G's minority interest in the Glad joint venture for $476 million, producing an after-tax gain of $261 million that was excluded from core EPS.
Moog reported fiscal second quarter 2026 net sales of $1.05 billion, up 13% from $934 million a year earlier, with diluted earnings per share of $2.55 versus $1.71. The company raised its fiscal 2026 adjusted diluted earnings per share guidance to $10.60 from $10.20 and also declared a $0.30 per share quarterly dividend.
Q2 net sales $1.05 billion vs. $934 million; diluted EPS $2.55 vs. $1.71
Adjusted diluted EPS $2.64 vs. $1.88; free cash flow $98 million vs. $2 million
FY2026 adjusted diluted EPS guidance raised to $10.60 from $10.20; adjusted operating margin and free cash flow conversion guidance reaffirmed
Quarterly dividend of $0.30 per share payable May 21, 2026 to holders of record May 12, 2026
Apogee Enterprises reported fourth-quarter fiscal 2026 net sales up 1.6% to $351.4 million and diluted EPS of $0.78, versus $0.11 a year earlier. For the full year, net sales rose 3.2% to $1.40 billion, but diluted EPS fell to $2.52 from $3.89 and adjusted diluted EPS fell to $3.47 from $4.97. The company also guided fiscal 2027 net sales to $1.38 billion to $1.43 billion and adjusted diluted EPS to $2.70 to $3.25, a range below the fiscal 2026 adjusted figure.
Q4 net sales $351.4 million, up 1.6%; diluted EPS $0.78 vs. $0.11; adjusted diluted EPS $0.92 vs. $0.89
Full-year net sales $1.40 billion, up 3.2%, including $65.3 million from the UW Solutions acquisition
Full-year operating income $84.5 million vs. $118.1 million; adjusted EBITDA $167.3 million vs. $192.7 million
Fiscal 2027 outlook: net sales $1.38 billion to $1.43 billion; adjusted diluted EPS $2.70 to $3.25
Tompkins Financial reported first quarter 2026 diluted earnings per share of $1.82 and net income of $26.1 million, both up about a third from a year earlier, which the company called a record first quarter. Results were far below the fourth quarter of 2025, which included income from the sale of Tompkins Insurance Agencies. The board also declared a $0.67 per share dividend payable May 15, 2026.
Diluted EPS of $1.82 for Q1 2026, up 32.8% from $1.37 in Q1 2025 and down from $6.70 in Q4 2025
Net income of $26.1 million, up 32.5% year over year; Q4 2025 included the sale of Tompkins Insurance Agencies
Net interest margin of 3.57%, up from 2.98% in Q1 2025; net interest income of $71.9 million, up 26.8%
Dividend of $0.67 per share declared April 23, 2026, payable May 15, 2026, to holders of record May 8, 2026
Norfolk Southern reported first-quarter 2026 results on April 24, 2026. Reported diluted earnings per share fell 27% to $2.43, and income from railway operations fell 23% to $877 million, reflecting a $185 million Eastern Ohio incident recovery in the prior-year quarter and $52 million in merger-related expenses. Excluding those items, adjusted EPS was $2.65, down 1%, and revenue was flat at $3.0 billion.
Railway operating revenues were $3.0 billion, up $5 million, or flat, on a 1% volume decline.
Income from railway operations was $877 million, down $269 million, or 23%; operating ratio was 70.7% versus 61.7% a year earlier.
Diluted EPS was $2.43 versus $3.31 in the first quarter of 2025; adjusted diluted EPS was $2.65 versus $2.69.
The company did not repurchase any shares in the first quarter of 2026, compared with $250 million of repurchases in the same period of 2025.
Alpha Metallurgical Resources reported preliminary first-quarter 2026 results showing a net loss of $11.0 million, or $0.86 per diluted share, and Adjusted EBITDA of $30.0 million. The company attributed the results to a planned month-long outage at Dominion Terminal Associates, higher costs, and elevated diesel prices, and said consensus expectations did not reflect these factors. Shareholders will get definitive results on May 8, 2026, and the figures remain preliminary and subject to change.
Net loss of $11.0 million, or $0.86 per diluted share, for the quarter ended March 31, 2026
Adjusted EBITDA of $30.0 million; Met segment sold 3.6 million tons at $124.39 per ton realization versus $107.98 per ton cost of coal sales
Cash and cash equivalents of $317.2 million and total liquidity of $476.2 million as of March 31, 2026, with no borrowings under the ABL
Definitive first-quarter results and conference call scheduled for May 8, 2026
First Hawaiian reported first-quarter 2026 net income of $67.8 million, or $0.55 per diluted share, down from $69.9 million ($0.56) in the prior quarter but up from $59.2 million ($0.47) a year earlier. Net interest income and noninterest income both declined from the prior quarter, while loans and deposits grew. The board also declared a $0.26 quarterly dividend.
Net income $67.8 million, or $0.55 per diluted share, versus $69.9 million ($0.56) in the prior quarter and $59.2 million ($0.47) a year earlier
Net interest income $167.5 million, down $2.8 million from the prior quarter; net interest margin 3.19%, down 2 basis points
Total loans and leases up $128.3 million and total deposits up $261.7 million from December 31, 2025; provision for credit losses $5.0 million
Quarterly dividend of $0.26 per share, payable May 29, 2026, to stockholders of record on May 18, 2026
Gentex reported first-quarter 2026 consolidated net sales of $675.4 million, up 17% from $576.8 million a year earlier, with $88.6 million coming from the VOXX business it acquired. GAAP earnings were $0.46 per diluted share, up from $0.42, and the company raised its 2026 consolidated revenue guidance to $2.65 billion to $2.75 billion while keeping its gross margin outlook unchanged. The filing also flags tariff and commodity cost pressures and possible but unrecognized IEEPA tariff refunds.
Q1 2026 GAAP net income attributable to Gentex was $98.5 million, or $0.46 per diluted share, versus $94.9 million, or $0.42, in Q1 2025
2026 consolidated revenue guidance raised to $2.65 billion to $2.75 billion from $2.60 billion to $2.70 billion; gross margin guidance of 34% to 35% unchanged
Core Gentex net sales were $586.8 million; the company repurchased 3.3 million shares for $71.6 million in the quarter
Western Union reported first-quarter 2026 GAAP revenue of $983 million, flat from the prior year, while adjusted revenue fell 1%. GAAP diluted EPS dropped to $0.20 from $0.36 as operating margin narrowed to 13% from 18%, and the company reaffirmed its full-year 2026 outlook. For shareholders, the quarter shows lower profit despite growth in Consumer Services and Branded Digital, and the outlook assumes the pending Intermex acquisition closes in the second quarter of 2026.
GAAP revenue of $983 million, flat versus the prior year; adjusted revenue down 1%
GAAP diluted EPS of $0.20 versus $0.36; adjusted EPS of $0.25 versus $0.41
Operating margin of 13% versus 18%; Consumer Services revenue up 24% on a GAAP basis
2026 outlook reaffirmed: GAAP EPS of $1.50 to $1.60, assuming the Intermex deal closes in Q2 2026
SLB reported first-quarter 2026 results on April 24, 2026. Revenue rose 3% year on year to $8.72 billion, helped by the ChampionX acquisition, while diluted EPS fell 14% to $0.50 and EPS excluding charges and credits fell 28% to $0.52. The company cited Middle East conflict disruptions and said its board approved a quarterly dividend of $0.295 per share.
Revenue of $8.72 billion rose 3% year on year but fell 11% sequentially.
GAAP diluted EPS of $0.50 declined 14% year on year; EPS excluding charges and credits of $0.52 declined 28%.
ChampionX contributed $838 million of revenue; excluding that acquisition, revenue decreased 7% year on year.
On April 23, 2026, SLB agreed to acquire S&P Global Energy's geoscience and petroleum engineering software business, expected to close in the second half of 2026 or early 2027.
HCA Healthcare reported first-quarter 2026 revenues of $19.109 billion, up 4.3%, and diluted earnings per share of $7.15, up 10.9% from $6.45 a year earlier. The company reaffirmed its 2026 guidance and declared a quarterly dividend of $0.78 per share, payable June 30, 2026.
Revenues rose 4.3% to $19.109 billion; net income attributable to HCA Healthcare was $1.620 billion, up 0.6%.
Adjusted EBITDA rose 1.9% to $3.802 billion, though its margin fell to 19.9% from 20.4%.
Respiratory-related admissions fell 42%, and a January winter storm hurt volumes; Medicaid supplemental programs not in initial guidance offset much of the impact.
Guidance reaffirmed for 2026, including diluted EPS of $29.10 to $31.50; the company repurchased 3.157 million shares for $1.571 billion in the quarter.
Sensient Technologies reported first-quarter 2026 revenue of $435.8 million, up 11.1% from a year earlier, and diluted earnings per share of $1.04, up from 81 cents. The company raised its 2026 GAAP diluted EPS guidance to $3.70 to $3.90 from $3.60 to $3.80, which benefits shareholders if the results hold.
Q1 2026 revenue rose 11.1% to $435.8 million; local currency revenue rose 7.2%.
Operating income rose 24.7% to $66.7 million; Q1 2025 included $2.9 million of Portfolio Optimization Plan costs.
2026 GAAP diluted EPS guidance raised to $3.70 to $3.90 from $3.60 to $3.80.
Net cash used in operating activities was $13.6 million in Q1 2026, compared with $9.0 million a year earlier.
Procter & Gamble reported fiscal third-quarter 2026 results for the period ended March 31, 2026, with net sales of $21.2 billion, up 7%, and core EPS of $1.59, up 3%. Diluted EPS of $1.63 included a gain from the dissolution of the Glad joint venture, and the company now expects fiscal 2026 EPS toward the lower end of its guidance range, citing higher investment in innovation and demand creation.
Net sales $21.2 billion, up 7%; organic sales up 3%
Diluted EPS $1.63, up 6%, driven by Glad joint venture gain; core EPS $1.59, up 3%
Core operating margin down 80 basis points; fiscal 2026 EPS now expected toward lower end of guidance range
Returned $3.2 billion to shareowners, including $2.5 billion in dividends and over $600 million in buybacks
Charter Communications reported first-quarter 2026 results for the three months ended March 31, 2026. Revenue, net income attributable to Charter shareholders, Adjusted EBITDA and free cash flow all declined year over year, while net income per basic share rose to $9.27 from $8.59 on an 11.4% lower share count after share repurchases.
Total revenue was $13.6 billion, down 1.0% year over year, driven mainly by lower residential video revenue.
Net income attributable to Charter shareholders was $1.2 billion, down 4.4%; Adjusted EBITDA was $5.6 billion, down 2.2%.
Net income per basic share was $9.27 versus $8.59, helped by an 11.4% decrease in basic weighted average shares.
Internet customers fell by 120,000 in the quarter, while total mobile lines rose by 368,000 to 12.1 million; the company repurchased 4.3 million shares for $963 million.
Flagstar Bank reported first quarter 2026 net income attributable to common stockholders of $13 million, or $0.03 per diluted share, down from $0.05 in the fourth quarter of 2025 but up from a loss of $108 million, or $0.26 per share, a year earlier. Total revenues fell 11% from the prior quarter, while the bank cut adjusted operating expenses 5% and grew commercial and industrial loans 9%.
GAAP net income to common stockholders was $13 million, or $0.03 per diluted share, versus $21 million, or $0.05, in Q4 2025 and a $108 million loss, or $0.26, in Q1 2025.
Adjusted net income to common stockholders was $20 million, or $0.04 per diluted share, excluding a $9 million fair value loss on the Figure Technology Solutions investment.
Total revenues were $498 million, down 11% from $557 million in Q4 2025 and up 2% from $490 million in Q1 2025.
C&I loans rose $1.4 billion, or 9%, to $16.6 billion, and the CET1 capital ratio increased to 13.24% from 12.83% at December 31, 2025.
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.