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).
Centene reported first quarter 2026 GAAP diluted EPS of $3.11, up from $2.63 a year earlier, and adjusted diluted EPS of $3.37, up from $2.90. The company raised its full-year 2026 adjusted diluted EPS guidance floor to greater than $3.40 and its premium and service revenue guidance by $1.0 billion to a range of $171.0 billion to $175.0 billion, which points to higher expected earnings for shareholders.
Q1 2026 premium and service revenues rose 5% to $44.7 billion, and the health benefits ratio improved to 87.3% from 87.5%.
2026 GAAP diluted EPS guidance floor updated to greater than $2.37; adjusted diluted EPS guidance floor updated to greater than $3.40.
Company reduced debt by $1.0 billion in Q1 2026 through repurchase of 2027 senior notes; total debt was $16.4 billion at March 31, 2026.
Q1 cash flow provided by operations was $4.4 billion; Marketplace membership fell to 3.58 million from 5.63 million a year earlier.
Polaris reported first quarter 2026 sales of $1,659 million, up 8% from a year earlier, and a net loss attributable to Polaris of $47 million, or $0.83 per diluted share, compared with a loss of $1.17 per share in the first quarter of 2025. The company reaffirmed its full-year 2026 adjusted sales guidance of $7.15 billion to $7.30 billion and adjusted EPS guidance of $1.60 to $1.70, while adjusted free cash flow was negative $342.5 million for the quarter.
Sales were $1,659 million, up 8%; North America sales rose 10% to $1,426 million, and International sales fell 5% to $233 million.
Reported diluted loss per share was $0.83 versus $1.17 a year earlier; adjusted diluted EPS was $0.13.
Gross profit margin was 20.2%, up 423 basis points; operating expenses rose 29% to $390 million.
Adjusted free cash flow was negative $342.5 million, compared with positive $54.9 million in the first quarter of 2025.
Brown & Brown reported unaudited first-quarter 2026 results, with total revenues of $1.9 billion, up 35.4%, while Organic Revenue was flat. Diluted net income per share fell 7.8% to $1.06, but adjusted diluted EPS rose 7.8% to $1.39, and the company declared a quarterly dividend of $0.165 per share.
Total revenues $1.9 billion (up $497 million); Organic Revenue flat at 0.0%; Organic Revenue with Contingents up 2.2%
Net income attributable to the Company $426 million, up 28.7%; diluted EPS $1.06 vs. $1.15 a year earlier
Diluted EPS - Adjusted $1.39 vs. $1.29; EBITDAC - Adjusted $731 million, up 36.6%
Quarterly dividend $0.165 per share, payable May 20, 2026, to holders of record on May 11, 2026
Nucor reported first-quarter 2026 net earnings attributable to stockholders of $743 million, or $3.23 per diluted share, on net sales of $9.50 billion, compared with $378 million and $1.64 per share in the fourth quarter of 2025. The company expects higher consolidated earnings in the second quarter of 2026, with improved earnings across all three operating segments, and its board approved a new $4.00 billion share repurchase program.
Q1 2026 net earnings of $743 million ($3.23 per diluted share), up from $378 million ($1.64) in Q4 2025 and $156 million ($0.67) in Q1 2025
Net sales of $9.50 billion, up from $7.69 billion in Q4 2025 and $7.83 billion in Q1 2025; EBITDA of $1.51 billion
Second-quarter 2026 outlook calls for higher consolidated earnings, with improved earnings in steel mills, steel products and raw materials
About $3.97 billion remained under the $4.00 billion repurchase authorization as of April 4, 2026; quarterly dividend of $0.56 per share payable May 11, 2026
Alexandria Real Estate Equities reported first-quarter 2026 results on April 27, 2026. Diluted net income attributable to common stockholders was $358.9 million, or $2.10 per share, compared with a loss of $11.6 million, or $0.07 per share, a year earlier. Diluted FFO per share, as adjusted, fell to $1.73 from $2.30, and net operating income on a cash basis declined 15.2% from the prior-year quarter.
Net income attributable to common stockholders, diluted: $358.9 million, or $2.10 per share, versus a loss of $11.6 million, or $0.07 per share, in 1Q25.
FFO attributable to common stockholders, diluted, as adjusted: $295.9 million, or $1.73 per share, versus $392.0 million, or $2.30 per share, in 1Q25.
Net operating income (cash basis) was $1.672 billion on an annualized basis, down 15.2% from 1Q25. Same property net operating income changes were down 11.9%.
In February 2026, the company recognized a $366.4 million gain on early extinguishment of debt tied to $1.33 billion of tender offers for senior notes.
Crane Company reported first-quarter 2026 results on April 27, 2026, with net sales up 24.9% to $696.4 million, mostly from acquisitions. GAAP EPS from continuing operations fell 15% to $1.14, as acquisition transaction costs and amortization weighed on operating profit, while adjusted EPS rose 15% to $1.65. The company raised its full-year adjusted EPS outlook to $6.65-$6.85, which signals higher expected earnings for shareholders, though GAAP profit and free cash flow declined.
Net sales rose 24.9% to $696.4 million, including 18.3% from acquisitions and 3.8% core sales growth.
GAAP EPS from continuing operations was $1.14, down from $1.34; adjusted EPS was $1.65, up from $1.43.
Full-year adjusted EPS outlook raised to $6.65-$6.85 from $6.55-$6.75.
Free cash flow was negative $40.2 million; a $0.255 per share dividend is payable June 10, 2026 to holders of record May 29, 2026.
Solaris Energy Infrastructure reported first quarter 2026 revenue of approximately $196 million, up 9% from the fourth quarter of 2025, and net income of $32 million, or $0.32 per diluted Class A share, compared with a net loss of $3.5 million in the prior quarter. The company raised its second quarter 2026 Adjusted EBITDA guidance to $83 million to $93 million and signed a third long-term power contract covering over 600 MW.
Q1 2026 revenue of approximately $196 million, up 9% sequentially; Adjusted EBITDA of approximately $84 million, up 22% sequentially
Net income of $32 million and $0.32 per diluted Class A share; adjusted pro forma EPS of $0.44
Q2 2026 Adjusted EBITDA guidance raised to $83 million to $93 million from $76 million to $84 million; Q3 2026 guidance set at $80 million to $95 million
Third long-term power contract signed April 24, 2026, for over 600 MW with a 10-year term; quarterly dividend of $0.12 per share payable June 12, 2026
COPT Defense Properties reported first-quarter 2026 results for the period ended March 31, 2026, in an earnings release furnished as Exhibit 99.1 to an 8-K filed April 27, 2026. Headline measures improved from a year earlier: total revenues were $200.6 million versus $187.9 million, and diluted EPS was $0.34 versus $0.31, with diluted FFO per share at $0.69 versus $0.65.
Total revenues were $200.6 million for the quarter, compared with $187.9 million for the quarter ended March 31, 2025.
Diluted EPS was $0.34, compared with $0.31 a year earlier; diluted FFO per share was $0.69, compared with $0.65.
Diluted AFFO available to common share and unit holders was $65.1 million, compared with $56.0 million a year earlier.
Total Same Property cash NOI rose 5.4% from the same period in the prior year, and total debt fell to $2.55 billion at March 31, 2026 from $2.77 billion at December 31, 2025.
Simpson Manufacturing reported first-quarter 2026 net sales of $588.0 million, up 9.1%, and diluted earnings per share of $2.13, up 15.1% from a year earlier, and reaffirmed its full-year 2026 outlook. CEO Mike Olosky said revenue growth is expected to moderate for the rest of 2026 because of the timing of 2025 price increases and lower volumes.
Net sales of $588.0 million rose 9.1%; income from operations of $114.6 million rose 12.0%.
Diluted EPS was $2.13 versus $1.85 in the first quarter of 2025.
2026 outlook reaffirmed: operating margin of 19.5% to 20.5%, including a projected $10.0 million to $12.0 million gain on sale of vacant land.
Repurchased $50.0 million of common stock in the quarter; about $100.0 million remains under the $150.0 million authorization through December 31, 2026.
Custom Truck One Source (CTOS) reported first-quarter 2026 revenue of $461.6 million, up 9.3% from a year earlier, and Adjusted EBITDA of $98.0 million, up 33.4%. The company narrowed its net loss to $4.1 million and raised its full-year 2026 Adjusted EBITDA guidance to $415 million to $440 million, while reaffirming its 2026 revenue outlook of $2,005 million to $2,120 million.
First-quarter revenue was $461.6 million, up $39.4 million, or 9.3%, from the first quarter of 2025.
Net loss was $4.1 million, compared with a net loss of $17.8 million a year earlier.
Adjusted EBITDA was $98.0 million, up $24.6 million, or 33.4%; the company's 2026 Adjusted EBITDA guidance rose to $415 million to $440 million from $410 million to $435 million.
Consolidated 2026 revenue outlook was reaffirmed at $2,005 million to $2,120 million; the company posted an investor presentation on its website on April 27, 2026.
Crown Holdings reported first-quarter 2026 net sales of $3,259 million, up from $2,887 million a year earlier, and adjusted diluted earnings per share of $1.86, up from $1.67. Reported diluted EPS fell to $1.56 from $1.65, and the company reaffirmed full-year 2026 adjusted diluted EPS guidance of $7.90 to $8.30, so shareholders see higher sales and adjusted earnings alongside lower GAAP earnings.
Net sales $3,259 million vs. $2,887 million; net income attributable to Crown Holdings $175 million vs. $193 million
Adjusted diluted EPS $1.86 vs. $1.67; reported diluted EPS $1.56 vs. $1.65
Full-year 2026 adjusted diluted EPS guidance of $7.90 to $8.30 reaffirmed; second-quarter adjusted diluted EPS expected at $2.10 to $2.20
Announced plans for a two-line beverage can plant in Northern India, expected to begin operations in the second half of 2027
Amkor reported first-quarter 2026 net sales of $1.68 billion, up 27% from a year earlier but down from $1.89 billion in the fourth quarter of 2025. Net income attributable to Amkor was $83 million, or $0.33 per diluted share, compared with $21 million, or $0.09, a year earlier. The company also gave second-quarter guidance for net sales of $1.75 billion to $1.85 billion and net income of $105 million to $130 million.
Net sales of $1.68 billion, up from $1.32 billion in Q1 2025 and down from $1.89 billion in Q4 2025
Net income attributable to Amkor of $83 million, or $0.33 per diluted share, versus $21 million, or $0.09, in Q1 2025
Q2 2026 guidance: net sales of $1.75 billion to $1.85 billion and $0.42 to $0.52 per diluted share
On April 23, 2026, the Board authorized repurchase of up to $300 million of common stock
Sun Communities reported a first-quarter 2026 net loss attributable to common shareholders of $8.7 million, or $0.07 per diluted share, narrowed from $42.8 million, or $0.34 per share, a year earlier. Core FFO per share was $1.40, up from $1.26, and the company raised its full-year 2026 Core FFO per share guidance by $0.04 to $6.87 to $7.07.
Q1 2026 total revenues were $507.9 million, up 8.0% from $470.2 million in Q1 2025.
North America Same Property NOI rose 6.3% for the quarter, while North America same property occupancy was 98.7%, unchanged from a year earlier.
Full-year 2026 North America Same Property NOI growth guidance was increased to 4.2% to 5.2%.
The company will hold an investor conference call at 11:00 a.m. ET on April 28, 2026.
Rambus reported first-quarter 2026 GAAP revenue of $180.2 million, up from $166.7 million a year earlier, led by product revenue of $88.0 million, up 15%. Royalties fell to $69.6 million from $74.0 million, and GAAP diluted earnings per share were $0.55 versus $0.56, while non-GAAP diluted earnings per share rose to $0.63 from $0.59. The company also gave second-quarter 2026 ranges for licensing billings, product revenue and contract revenue, but said full revenue guidance would be discussed on its conference call.
GAAP revenue $180.2 million vs. $166.7 million a year earlier; product revenue $88.0 million, up 15%; royalties $69.6 million vs. $74.0 million.
GAAP operating income $61.8 million vs. $63.1 million; GAAP diluted EPS $0.55 vs. $0.56; non-GAAP diluted EPS $0.63 vs. $0.59.
Cash from operating activities $83.2 million; cash and marketable securities $786.1 million at March 31, 2026.
Q2 2026 outlook: licensing billings $76 million to $82 million, product revenue $95 million to $101 million, contract and other revenue $19 million to $25 million.
Cincinnati Financial reported first-quarter 2026 net income of $274 million, or $1.75 per share, compared with a net loss of $90 million, or $0.57 per share, a year earlier. Non-GAAP operating income was $330 million, or $2.10 per share, versus an operating loss of $37 million, and the property casualty combined ratio improved to 95.6% from 113.3%, largely on lower catastrophe losses. Book value per share fell $0.75 from year-end to $101.60.
Net income of $274 million, or $1.75 per share, versus a net loss of $90 million, or $0.57 per share, in Q1 2025; the filing cites an $82 million after-tax decrease in the fair value of equity securities still held.
Non-GAAP operating income of $330 million, or $2.10 per share, versus an operating loss of $37 million, or $0.24 per share, a year earlier, including a $233 million favorable effect from lower after-tax catastrophe losses.
Property casualty combined ratio of 95.6%, improved from 113.3%; net written premiums grew 7%.
Book value per share was $101.60 at March 31, 2026, down $0.75 since year-end; the cash dividend declared was $0.94 per share, up from $0.87.
Northwest Bancshares reported first quarter 2026 net income of $51 million, or $0.34 per diluted share, up $5 million from the prior quarter and up $7 million from a year earlier, when diluted EPS was also $0.34. The board also approved a share repurchase program of up to $50 million over 24 months and declared a $0.20 quarterly dividend.
Q1 2026 GAAP net income of $51 million, or $0.34 per diluted share; adjusted diluted EPS of $0.35 versus $0.33 in Q4 2025
Net interest margin of 3.70%, compared with 3.87% in Q1 2025
New share repurchase program of up to $50 million over 24 months, replacing the program approved December 13, 2012
Quarterly dividend of $0.20 per share, payable May 20, 2026 to shareholders of record May 7, 2026
Sanmina reported unaudited second-quarter fiscal 2026 revenue of $4.01 billion, up from $1.98 billion a year earlier, and GAAP diluted EPS of $1.70, up from $1.16. The board authorized a $600 million share repurchase program with no expiration date, and the company gave third-quarter revenue guidance of $3.2 billion to $3.5 billion.
Q2 revenue of $4.01 billion compared with $1.98 billion in the year-ago quarter; GAAP diluted EPS of $1.70 versus $1.16; non-GAAP diluted EPS of $3.16 versus $1.41
Q3 fiscal 2026 outlook: revenue of $3.2 billion to $3.5 billion and non-GAAP diluted EPS of $2.55 to $2.85
Fiscal 2026 outlook: revenue of $13.7 billion to $14.3 billion and non-GAAP diluted EPS of $10.75 to $11.35
Free cash flow of $342 million in Q2; the company bought back $160 million of stock in the quarter and exhausted its prior repurchase program as of March 28, 2026
Public Storage reported first-quarter 2026 net income of $2.71 per share, up 32.8% from $2.04 a year earlier, and Core FFO of $4.22 per share, up 2.4% from $4.12. The company reaffirmed its 2026 guidance, including Core FFO per share of $16.35 to $17.00, and said its pending all-stock acquisition of National Storage Affiliates Trust remains on track to close in the third quarter of 2026.
Net income per share was $2.71 for the quarter ended March 31, 2026, compared with $2.04 a year earlier.
Core FFO per share was $4.22, up $0.10 or 2.4% from $4.12.
2026 guidance was reaffirmed, with Core FFO per share of $16.35 to $17.00 and Same Store net operating income growth of (3.9)% to (0.5)%.
The National Storage Affiliates merger, valued at an enterprise value of approximately $10.5 billion, is expected to close in the third quarter of 2026 subject to NSA shareholder approval.
Commercial Bancgroup reported first-quarter 2026 net income of $9.5 million, or $0.70 per common share, up from $8.7 million a year earlier, though per-share earnings fell from $0.72 after the company's October 2025 IPO. The Board also declared a $0.10 quarterly dividend and authorized a stock repurchase program of up to $10 million through April 30, 2027.
Q1 2026 net income of $9.5 million ($0.70 per share) vs. $8.7 million ($0.72 per share) in Q1 2025; core net income was $10.0 million ($0.73 per share)
Total operating revenue was $23.1 million vs. $21.8 million a year earlier; non-interest expense rose to $11.1 million from $10.6 million
Quarterly dividend of $0.10 per share, payable June 30, 2026, to holders of record on June 15, 2026
Repurchase plan of up to $10 million of common stock, expiring April 30, 2027 unless extended by the Board
ACM Research said preliminary unaudited first-quarter 2026 revenue is expected to be $225 million to $230 million, up 31% to 33% from a year earlier, with total shipments of $233 million to $238 million. The company reaffirmed its full-year 2026 revenue outlook of $1.08 billion to $1.175 billion, which implies 20% to 30% growth, so shareholders get a read on quarterly sales ahead of the full results.
Q1 2026 preliminary unaudited revenue: $225 million to $230 million, up 31% to 33% year over year
Q1 2026 preliminary total shipments: $233 million to $238 million, up 49% to 52% year over year
Full-year 2026 revenue outlook reaffirmed at $1.08 billion to $1.175 billion, up 20% to 30%
Full first-quarter results and outlook to be discussed on an earnings call on May 7, 2026, at 8 a.m. Eastern Time
Verizon reported first-quarter 2026 results on April 27, 2026, with total operating revenue of $34.4 billion, up 2.9 percent, and diluted EPS of $1.20, up 4.3 percent. The company raised its 2026 Adjusted EPS guidance to $4.95 to $4.99, and net unsecured debt rose to $130.1 billion from $110.1 billion at the end of 2025, after the Frontier acquisition closed in January 2026.
Diluted EPS was $1.20, up 4.3 percent; Adjusted EPS was $1.28, up 7.6 percent year-over-year.
Consolidated net income was $5.1 billion, up 3.3 percent, and consolidated adjusted EBITDA was $13.4 billion, up 6.7 percent.
2026 Adjusted EPS guidance was raised to $4.95 to $4.99, or 5.0 to 6.0 percent growth.
Verizon reported 55,000 total postpaid phone net additions in the first quarter, its first positive first-quarter result since 2013.
Lakeland Financial Corporation reported record first-quarter 2026 net income of $26.5 million, up 32% from $20.1 million a year earlier, with diluted earnings per share of $1.04 compared with $0.78. Compared with the fourth quarter of 2025, net income fell 11% from $29.9 million, and the company raised its quarterly dividend to $0.52 per share.
Net income of $26.5 million for the three months ended March 31, 2026, up $6.4 million from $20.1 million a year earlier
Diluted EPS of $1.04, up from $0.78; down from $1.16 in the fourth quarter of 2025
Net interest margin of 3.49%, up 9 basis points from 3.40% a year earlier
Cash dividend of $0.52 per share, up 4% from $0.50; the company repurchased 336,853 shares for $19.2 million in the quarter
Noble reported first quarter 2026 total revenue of $786 million, down from $874 million a year earlier, and adjusted EBITDA of $277 million, down from $338 million. Net income of $121 million and diluted EPS of $0.75 were higher than a year earlier, helped by an $89.9 million gain on the sale of operating assets. Full-year 2026 revenue and adjusted EBITDA guidance was maintained, while capital expenditure guidance was raised by $25 million.
Total revenue was $786 million, compared with $874 million in Q1 2025 and $764 million in Q4 2025.
Net income was $121 million and diluted EPS was $0.75, versus $0.67 a year earlier; adjusted diluted EPS was $0.26, flat year over year.
Adjusted EBITDA was $277 million, compared with $338 million in Q1 2025.
2026 guidance: revenue of $2,800-$3,000 million and adjusted EBITDA of $940-$1,020 million maintained; capital expenditures raised to $615-$665 million from $590-$640 million.
Easterly Government Properties reported first-quarter 2026 results on April 27, 2026. Revenue rose to $91.5 million from $78.7 million, and Core FFO rose to $37.1 million ($0.77 per share) from $33.1 million ($0.73 per share), but net income fell to $1.4 million ($0.03 per share) from $3.3 million ($0.07 per share). The company raised the lower end of its full-year 2026 Core FFO per share guidance to a range of $3.06 to $3.12.
Q1 2026 total revenues $91.5 million vs. $78.7 million in Q1 2025; net income $1.4 million, or $0.03 per diluted share, vs. $3.3 million, or $0.07
Core FFO $37.1 million, or $0.77 per fully diluted share, vs. $33.1 million, or $0.73 a year earlier
2026 Core FFO per share guidance raised at the low end to $3.06 to $3.12; quarterly dividend of $0.45 per share payable May 21, 2026
January 16, 2026 acquisition of a 297,713 square foot Virginia campus leased primarily to the Commonwealth of Virginia
Domino's Pizza reported first quarter 2026 results for the period ended March 22, 2026. Total revenues rose 3.5% to $1,150.6 million and income from operations rose 9.6% to $230.4 million, but net income fell 6.6% to $139.8 million and diluted EPS fell 4.6% to $4.13, mainly due to a $30.0 million unfavorable change in unrealized gains and losses on its DPC Dash investment. On April 21, 2026, the Board approved an additional $1.0 billion share repurchase program, which shareholders may find relevant to per-share results going forward.
Total revenues were $1,150.6 million, up 3.5% from $1,112.1 million in the first quarter of 2025.
Diluted EPS was $4.13 versus $4.33, down 4.6%; net income was $139.8 million, down 6.6%.
Global retail sales grew 3.4% excluding foreign currency impact; U.S. same store sales rose 0.9% and international same store sales fell 0.4%.
On April 21, 2026, the Board approved an additional $1.0 billion buyback, bringing total authorization to $1.29 billion, and declared a $1.99 per share quarterly dividend payable June 30, 2026.
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.