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).
OGE Energy reported first quarter 2026 net income of $50.2 million, or $0.24 per diluted share, down from $62.7 million, or $0.31, a year earlier, while operating revenues rose slightly to $752.6 million from $747.7 million. The company said mild weather and higher operation and maintenance expense drove the decline at its regulated utility, Oklahoma Gas and Electric Company, and it left its 2026 earnings guidance of $2.38 to $2.48 per diluted share unchanged.
Net income was $50.2 million, or $0.24 per diluted share, versus $62.7 million, or $0.31, in the first quarter of 2025.
Operating revenues were $752.6 million, up from $747.7 million a year earlier.
OG&E contributed $0.28 per diluted share, down from $0.35; heating degree days were 1,383 versus 1,900 a year earlier.
2026 consolidated earnings guidance remains $2.43 per diluted share, within a range of $2.38 to $2.48, assuming normal weather for the rest of the year.
Navient reported first-quarter 2026 GAAP net income of $17 million, or $0.17 per diluted share, compared with a net loss of $2 million, or $0.02 per diluted share, a year earlier. Core Earnings net income fell to $19 million ($0.20 per diluted share) from $26 million ($0.25) in the year-ago quarter, so the two headline profit measures moved in opposite directions. Private Education Loan originations rose 61% to $818 million.
GAAP net income of $17 million ($0.17 diluted EPS) for the quarter ended March 31, 2026, versus a net loss of $2 million in the year-ago quarter.
Core Earnings net income of $19 million ($0.20 diluted EPS), down from $26 million ($0.25) a year earlier.
Private Education Loan originations of $818 million, a 61% increase from a year ago.
Repurchased $23 million of common shares and paid $15 million in common stock dividends during the quarter.
Rush Enterprises reported first-quarter 2026 revenue of $1.68 billion, down 9.2% from $1.85 billion a year earlier, while net income attributable to the company rose to $61.5 million, or $0.77 per diluted share, from $60.3 million, or $0.73. The board also declared a quarterly cash dividend of $0.19 per share, which matters to shareholders as a cash return, and management said it expects commercial vehicle sales to improve gradually beginning in the second quarter.
Q1 2026 revenue was $1.68 billion versus $1.85 billion in Q1 2025; net income attributable to the company was $61.5 million versus $60.3 million
Diluted EPS was $0.77 versus $0.73 a year earlier; the absorption ratio was 126.9% versus 128.6%
Quarterly dividend of $0.19 per share on Class A and Class B common stock, payable June 10, 2026, to holders of record as of May 12, 2026
Company signed an asset purchase agreement in Q1 to acquire Peterbilt dealerships in Louisiana and Mississippi, with completion expected in the next few months
Sound Financial Bancorp reported first-quarter 2026 net income of $1.6 million, or $0.61 per diluted share, and declared a $0.21 per share cash dividend. Earnings fell from the prior quarter but rose from a year earlier, while net interest income and net interest margin improved on both comparisons. The dividend is payable May 26, 2026, to holders of record on May 11, 2026.
Net income of $1.6 million, or $0.61 diluted EPS, for the quarter ended March 31, 2026, versus $2.2 million, or $0.87, in Q4 2025 and $1.2 million, or $0.45, in Q1 2025.
Net interest income rose 4.4% from Q4 2025 to $9.0 million and 12.1% from Q1 2025; net interest margin was 3.49% versus 3.36% in Q4 2025.
Noninterest expense rose 15.1% from Q4 2025 to $7.9 million, and nonperforming loans rose 27.6% to $7.4 million.
Cash dividend of $0.21 per share, payable May 26, 2026, to stockholders of record at the close of business on May 11, 2026.
NeoGenomics reported first quarter 2026 revenue of $187 million, up 11% from a year earlier, and a net loss of $17 million, down 34%. The company raised its full-year 2026 revenue guidance to $797 million-$803 million from $793 million-$801 million, while its net loss and Adjusted EBITDA guidance were unchanged.
Q1 2026 revenue was $187 million, up 11%, with Clinical revenue up 14%.
Net loss narrowed to $17 million from $26 million in Q1 2025; Adjusted EBITDA was $9 million, up 27%.
FY 2026 revenue guidance raised to $797 million-$803 million; net loss guidance of $(63) million to $(50) million and Adjusted EBITDA guidance of $55 million-$57 million were unchanged.
RenaissanceRe reported first-quarter 2026 net income available to common shareholders of $284.5 million, or $6.57 per diluted share, up from $161.1 million, or $3.27, a year earlier, as the combined ratio improved to 73.0% from 128.3%. Total revenues fell to $2.2 billion from $3.5 billion, reflecting lower net premiums earned and $421.9 million of net realized and unrealized investment losses, while the company repurchased $352.5 million of common shares during the quarter.
Net income available to common shareholders was $284.5 million, or $6.57 per diluted share, compared with $161.1 million, or $3.27, in Q1 2025.
Operating income available to common shareholders was $590.5 million, or $13.75 per diluted share, compared with a loss of $69.8 million in Q1 2025 (non-GAAP).
Total revenues were $2.19 billion, down from $3.47 billion, with net realized and unrealized investment losses of $421.9 million.
Repurchased $352.5 million of common shares in Q1 2026 and an additional $104.8 million from April 1 through April 24, 2026.
Unum reported first-quarter 2026 net income of $232.0 million ($1.41 per diluted share), up from $189.1 million ($1.06) a year earlier. After-tax adjusted operating income, which excludes investment losses and Closed Block results, rose to $352.5 million ($2.14 per share) from $348.8 million ($1.95). The company also gave a full-year 2026 outlook of $8.60 to $8.90 per share for after-tax adjusted operating income.
Net income was $232.0 million ($1.41 per diluted share) in Q1 2026, versus $189.1 million ($1.06) in Q1 2025.
After-tax adjusted operating income was $352.5 million ($2.14 per diluted share), versus $348.8 million ($1.95) a year earlier.
The Closed Block segment posted an adjusted operating loss of $145.3 million, compared with adjusted operating income of $8.0 million in Q1 2025.
Full-year 2026 outlook is $8.60 to $8.90 per share, about 8% to 12% growth over the redefined 2025 result of $7.93.
WM reported first-quarter 2026 revenue of $6.227 billion, up from $6.018 billion a year earlier, and diluted EPS of $1.79 versus $1.58. The company said it reaffirmed its full-year 2026 financial outlook, and free cash flow rose to $920 million from $475 million, which shareholders received through $729 million in dividends and buybacks.
Revenue $6.227 billion vs. $6.018 billion, up 3.5%, with core price up 6.3%
Diluted EPS $1.79 vs. $1.58; adjusted diluted EPS $1.81 vs. $1.67
Free cash flow $920 million vs. $475 million; $729 million returned to shareholders, including $385 million in dividends and $344 million in share repurchases
Full-year 2026 financial outlook reaffirmed; results webcast set for April 29, 2026 at 10 a.m. ET
Trustmark Corporation reported first-quarter 2026 net income of $56.1 million, or $0.95 per diluted share, down from $57.9 million and $0.97 in the fourth quarter of 2025 but up from $53.6 million and $0.88 a year earlier. Revenue of $202.9 million fell 0.6% from the prior quarter and rose 4.2% year over year, while loans and deposits grew over both periods. The Board also declared a $0.25 quarterly dividend payable June 15, 2026.
Net income $56.1 million, down 3.0% linked-quarter and up 4.6% year over year; diluted EPS $0.95 versus $0.97 and $0.88
Revenue $202.9 million, down 0.6% linked-quarter and up 4.2% year over year
Loans held for investment rose $203.7 million (1.5%) linked-quarter to $13.9 billion; deposits reached $15.7 billion
Nonperforming assets rose to $104.0 million from $91.3 million at December 31, 2025; $19.8 million of stock repurchased in the quarter
Equity Residential (NYSE: EQR) reported first-quarter 2026 results in an 8-K furnished with a press release. The filing names Equity Residential and NYSE: EQR, not VIVMARK RESIDENTIAL or ticker VMRK. Diluted EPS fell to $0.24 from $0.67 a year earlier, which the company attributed mainly to lower property sale gains, while normalized FFO per share rose 4.2% to $0.99 and same store NOI grew 1.4%.
Diluted EPS was $0.24 for the quarter ended March 31, 2026, versus $0.67 a year earlier, a 64.2% decline.
FFO per share was $0.89 versus $0.94 (down 5.3%); normalized FFO per share was $0.99 versus $0.95 (up 4.2%).
Same store revenues rose 2.2%, same store expenses rose 3.7% and same store NOI rose 1.4% year over year.
Second-quarter 2026 guidance: EPS of $0.28 to $0.32 and normalized FFO of $0.98 to $1.02 per share.
Essex Property Trust reported first-quarter 2026 results, with Core FFO per diluted share of $4.06, up 2.3% from $3.97 a year earlier and $0.11 above the midpoint of its guidance range. Net income per diluted share fell to $1.65 from $3.16, mainly because of a gain on sale of real estate and land recognized in the first quarter of 2025. For shareholders, the company kept its full-year Core FFO guidance unchanged while raising its midpoints for net income and Total FFO.
Core FFO per diluted share $4.06 vs. $3.97 in Q1 2025 (+2.3%); same-property revenue up 2.9% and same-property NOI up 4.1% year over year
Net income per diluted share $1.65 vs. $3.16 in Q1 2025 (-47.8%), mainly due to a Q1 2025 gain on sale of real estate and land
Full-year 2026 Core FFO guidance reaffirmed at $15.69 to $16.19; Total FFO midpoint raised $0.17 to $15.96 and net income midpoint raised $0.07 to $5.87
Repurchased $61.9 million of common stock year-to-date through April 27, 2026; $240.8 million of purchase authority remains
Renasant reported first-quarter 2026 net income of $88.2 million, or $0.94 per diluted share, up from $78.9 million and $0.83 in the fourth quarter of 2025 and from $41.5 million and $0.65 in the first quarter of 2025. The board raised the quarterly cash dividend by $0.01 to $0.24 per share and increased the stock repurchase authorization by $100.0 million, leaving about $136.8 million available as of April 28, 2026.
Net income $88.2 million; diluted EPS $0.94 vs. $0.83 in Q4 2025 and $0.65 in Q1 2025
Adjusted diluted EPS (non-GAAP) $0.93 vs. $0.91 in Q4 2025 and $0.66 in Q1 2025
Net interest income (fully tax equivalent) $228.4 million, down $3.9 million linked quarter; net interest margin 3.87%, down 2 basis points
Quarterly dividend $0.24 per share, payable June 30, 2026, to holders of record as of June 16, 2026
H2O America reported first quarter 2026 GAAP net income of $19.0 million, up 15% from $16.6 million a year earlier, on operating revenue of $183.3 million, up 9%. GAAP diluted EPS was flat at $0.49, and the company reiterated its 2026 standalone adjusted diluted EPS guidance of $3.08-$3.18, which excludes the pending Quadvest acquisition.
Operating revenue of $183.3 million, up 9% from $167.6 million, driven mainly by $11.8 million in rate increases
GAAP diluted EPS of $0.49, unchanged from the prior year quarter; adjusted diluted EPS of $0.50, also unchanged
2026 standalone adjusted diluted EPS guidance of $3.08-$3.18 reiterated; Quadvest closing expected in the second half of 2026
Quarterly dividend of $0.44 per share declared April 27, 2026, payable June 1, 2026
Pebblebrook Hotel Trust reported a first-quarter 2026 net loss of $18.4 million, narrower than the $32.2 million loss a year earlier, and raised its 2026 outlook. Same-Property Total Revenues rose 10.2% to $343.8 million, and Adjusted EBITDAre rose 29.5% to $73.3 million, which the company said was $9.3 million above the high end of its outlook. The raised guidance lifts the 2026 Adjusted EBITDAre midpoint by $10.0 million to a range of $336.0 million to $348.0 million, while management said it remains cautious for the rest of the year.
Q1 2026 net loss of $18.4 million vs. $32.2 million in Q1 2025; Adjusted FFO per diluted share $0.32 vs. $0.16
Same-Property Total Revenues $343.8 million, up 10.2%; Same-Property Hotel EBITDA $82.2 million, up 27.6%
2026 outlook as of April 28, 2026: Adjusted EBITDAre $336.0 million to $348.0 million; Adjusted FFO per diluted share $1.60 to $1.70
Q2 2026 outlook: Adjusted FFO per diluted share $0.58 to $0.62; earnings call set for April 29, 2026
O-I Glass reported first-quarter 2026 net sales of $1.54 billion, down from $1.57 billion a year earlier, and a net loss attributable to the company of $73 million ($0.48 per share), compared with a loss of $16 million ($0.10 per share) in the prior-year quarter. The company cut its full-year 2026 adjusted EPS guidance to $1.00–$1.50 from $1.65–$1.90, mainly because of higher energy costs and weaker European pricing, which lowers expected earnings for shareholders.
Q1 2026 adjusted EPS was $0.05, down from $0.40 in Q1 2025; Europe segment profit was $0 versus $68 million a year earlier.
Americas segment operating profit was $142 million, roughly flat with $141 million in the prior-year quarter.
2026 adjusted EPS guidance revised to $1.00–$1.50 from $1.65–$1.90; adjusted EBITDA guidance revised to $1,125–$1,225 million from $1,250–$1,300 million.
The company estimates energy-related inflation could reduce 2026 earnings by about $0.40–$0.50 per share versus prior plans.
Northern Oil and Gas reported a first quarter 2026 GAAP net loss of $522.8 million, or $5.31 per share, driven mainly by a non-cash $521.4 million unrealized derivative loss and a $268.3 million non-cash impairment. Oil and gas sales fell to $539.9 million from $577.0 million a year earlier, and Adjusted EBITDA decreased 21% to $342.5 million, though production rose 10% year over year.
GAAP net loss of $522.8 million, or $5.31 per basic and diluted share, compared with net income of $139.0 million in Q1 2025
Adjusted Net Income of $74.7 million, or $0.74 per adjusted diluted share, compared with $133.4 million in Q1 2025
Production averaged 148,303 Boe per day, up 10%, with record natural gas production of 448,444 Mcf per day, up 33%
Board declared a $0.45 per share cash dividend, payable April 30, 2026 to holders of record as of March 30, 2026
Extra Space Storage reported first-quarter 2026 results on April 28, 2026. Core FFO rose 2.0% to $2.04 per diluted share and same-store revenue grew 1.7%, while GAAP net income per diluted share fell 10.9% to $1.14, a comparison the company tied to a 2025 gain on real estate sales. The company kept its 2026 Core FFO outlook at $8.05 to $8.35 per share, unchanged from February 19, 2026.
Core FFO was $2.04 per diluted share, up 2.0% from $2.00 a year earlier; FFO was $1.97 per diluted share versus $1.93.
Same-store revenue rose 1.7% and same-store net operating income rose 1.2%, while same-store occupancy was 93.0% at March 31, 2026, down from 93.2%.
The 2026 Core FFO outlook of $8.05 to $8.35 per share was unchanged; the company raised its one-month SOFR assumption to 3.65% from 3.46%.
FirstEnergy reported first quarter 2026 GAAP net income of $405 million, or $0.70 per share, up from $360 million, or $0.62 per share, a year earlier, on revenue of $4.2 billion versus $3.8 billion. Core Earnings (non-GAAP) rose 7.5% to $0.72 per share, and the company reaffirmed its 2026 Core EPS guidance of $2.62 to $2.82 per share, so shareholders see higher first quarter earnings with the full-year outlook unchanged.
Q1 2026 GAAP EPS was $0.70 versus $0.62 in Q1 2025; GAAP earnings were $405 million versus $360 million.
Q1 2026 Core EPS was $0.72 versus $0.67 in Q1 2025, a 7.5% increase.
2026 Core EPS guidance of $2.62 to $2.82 per share was reaffirmed, along with Core EPS compound annual growth near the top end of 6-8% for 2026 to 2030.
The company invested nearly $1.4 billion in capital in the first quarter and reaffirmed a $36 billion 2026-2030 capital investment plan.
Landstar System reported first-quarter 2026 revenue of $1.171 billion, up 2% from $1.153 billion a year earlier, and earnings per share of $1.16, up 36% from $0.85. The company said the prior-year quarter was reduced by about $0.10 per share from a supply chain fraud matter it had previously disclosed. For shareholders, the filing also shows continued capital return through $22.6 million of share repurchases and a declared quarterly dividend of $0.40 per share.
Revenue was $1.171 billion, up 1.6% from $1.153 billion; gross profit rose 14.5% to $112.5 million.
Net income was $39.4 million, or $1.16 per share, compared with $29.8 million, or $0.85 per share, in the first quarter of 2025.
Landstar repurchased 150,923 shares for $22.6 million in the quarter and declared a $0.40 quarterly dividend payable June 9, 2026.
The slide presentation said April 2026 truck revenue per load was about 13% above April 2025, while truck loads were approximately equal year over year.
Artisan Partners reported first-quarter 2026 results on April 28, 2026. Revenue rose 9% from a year earlier to $303.0 million, but net income attributable to the company fell to $58.0 million, or $0.76 per diluted share, from $61.1 million, or $0.82, in the first quarter of 2025, and firmwide net client outflows were $3.1 billion. The board also declared a variable quarterly dividend of $0.77 per share, payable May 29, 2026.
Revenue was $303.0 million, up from $277.1 million a year earlier but down from $335.5 million in the fourth quarter of 2025.
Diluted EPS was $0.76, compared with $0.82 a year earlier and $1.32 in the fourth quarter of 2025; adjusted net income per adjusted share was $0.87, up from $0.83.
Net client cash flows were negative $3.1 billion in the quarter, and ending assets under management were $173.0 billion.
The variable dividend of $0.77 per share has a record date of May 15, 2026 and a payment date of May 29, 2026.
Ingersoll Rand reported first-quarter 2026 revenue of $1,847 million, up 8%, and net income attributable to the company of $192 million, or $0.49 per share, compared with $0.46 a year earlier. Adjusted EPS rose 7% to $0.77, but adjusted EBITDA margin fell to 25.4% from 26.8%, and free cash flow dropped to $163 million from $223 million. The company kept its full-year 2026 guidance unchanged.
Revenue of $1,847 million, up 8%; reported orders of $1,978 million, up 5%
Net income attributable to Ingersoll Rand of $192 million, $0.49 per share, versus $0.46 a year earlier
Adjusted EBITDA of $469 million, up 2%, with margin of 25.4% versus 26.8% in the prior year period
Full-year 2026 guidance maintained: revenue growth of 2.5% to 4.5% and adjusted EPS of $3.45 to $3.57
Element Solutions reported first-quarter 2026 net sales of $840 million, up 41% on a reported basis and 10% organically, and adjusted EBITDA of $162 million, up 26%. GAAP net income fell 43% to $56 million, mainly because the prior-year period included a gain on the Graphics Solutions divestiture, and the company raised its full-year adjusted EBITDA guidance to $665 million to $685 million.
Q1 2026 net sales were $840 million versus $593.7 million a year earlier; organic growth was 10%, and Electronics sales rose 61% to $634 million.
GAAP diluted EPS was $0.23 versus $0.40; adjusted EPS was $0.41 versus $0.34.
Full-year 2026 adjusted EBITDA guidance is now $665 million to $685 million; second-quarter adjusted EBITDA is expected at $155 million to $170 million.
The company will hold a Virtual Investor Day on May 18, 2026, and an earnings call on April 29, 2026 at 8:30 a.m. Eastern.
Rush Street Interactive reported record first-quarter 2026 revenue of $370.4 million, up 41% year over year, and record net income of $26.2 million, up 134%. The company raised its full-year 2026 revenue and Adjusted EBITDA guidance, and the filing shows $17.1 million of that net income went to non-controlling interests, leaving $9.1 million attributable to Rush Street Interactive, Inc.
Revenue was $370.4 million, up 41% from $262.4 million in the first quarter of 2025.
Net income was $26.2 million, up 134% from $11.2 million; net income attributable to the company was $9.1 million.
Adjusted EBITDA was $60.2 million, up 81% from $33.2 million.
Full-year 2026 revenue guidance is $1,490 million to $1,540 million; Adjusted EBITDA guidance is $230 million to $250 million.
NXP reported first quarter 2026 revenue of $3.18 billion, up 12% from a year earlier, and non-GAAP diluted earnings of $3.05 per share, up from $2.64. GAAP diluted EPS was $4.43, helped by a one-time $627 million gain on the sale of its MEMS Sensors business. The company guided second quarter 2026 revenue to $3.35 billion to $3.55 billion, which would be up 14% to 21% from a year earlier.
Revenue was $3.18 billion, up 12% year over year and down 5% from the fourth quarter of 2025.
Non-GAAP diluted EPS was $3.05, up 16% from $2.64; GAAP diluted EPS was $4.43 including the $627 million gain on the MEMS Sensors sale.
Second quarter 2026 guidance: revenue of $3.35 billion to $3.55 billion and non-GAAP diluted EPS of $3.29 to $3.72.
Capital return was $358 million in the quarter, or 50.1% of non-GAAP free cash flow of $714 million.
Omega Healthcare Investors reported first quarter 2026 net income of $159 million, or $0.47 per diluted share, up from $112 million, or $0.33, a year earlier. The REIT raised the low end of its full-year 2026 Adjusted FFO guidance, moving the midpoint up two cents to $3.22 per diluted share.
Q1 2026 Adjusted FFO was $260 million, or $0.82 per diluted share, versus $221 million, or $0.75, in Q1 2025.
2026 Adjusted FFO guidance is now $3.19 to $3.25 per diluted share, compared with the prior range of $3.15 to $3.25.
Omega completed $251 million of investments in Q1 2026 and issued 2 million common shares for gross proceeds of $107 million.
The Board declared a quarterly dividend of $0.67 per share, payable May 15, 2026, unchanged from the year-earlier quarter.
Stride reported third-quarter fiscal 2026 results for the quarter ended March 31, 2026. Revenue rose 2.7% to $629.9 million, but net income fell 10.9% to $88.5 million and diluted earnings per share fell to $1.93 from $2.02, so sales and profit moved in opposite directions. The company also narrowed its full-year fiscal 2026 revenue and adjusted operating income forecasts.
Revenue of $629.9 million, up from $613.4 million, an increase of 2.7%
Net income of $88.5 million, down from $99.3 million; diluted EPS of $1.93 versus $2.02
Adjusted EPS of $2.30 versus $2.33 a year earlier (non-GAAP)
Fiscal 2026 revenue outlook narrowed to $2.490 billion to $2.520 billion; adjusted operating income outlook of $490 million to $500 million
Mirion reported first-quarter 2026 revenue of $257.6 million, up 27.5%, and orders of $288 million including the Paragon and Certrec acquisitions, up 42%. The company swung to a GAAP net loss of $3.4 million, while adjusted EBITDA rose 16.3% to $54.3 million. Mirion reaffirmed most 2026 guidance but cut its adjusted EPS guidance to reflect a one-time CEO retention grant of performance vesting stock options.
Revenue of $257.6 million, up 27.5% from $202.0 million in the first quarter of 2025.
GAAP net loss of $3.4 million, or $0.01 per share, compared with GAAP net income of $0.4 million a year earlier.
Adjusted EBITDA of $54.3 million, up 16.3%; adjusted EBITDA margin of 21.1% versus 23.1%.
Adjusted EPS guidance revised to $0.48 to $0.55 from $0.50 to $0.57, due to a CEO retention grant disclosed April 13, 2026; other 2026 guidance reaffirmed.
American Assets Trust reported first-quarter 2026 results showing net income attributable to common stockholders of $5.1 million, or $0.08 per diluted share, down from $0.70 a year earlier, which included a $44.5 million gain on the sale of Del Monte Center. FFO was $0.51 per diluted share, versus $0.52, and the company affirmed its full-year 2026 FFO guidance of $1.96 to $2.10 per share.
Q1 2026 total revenue was $110.6 million, up from $108.6 million; same-store cash NOI was flat at $66.4 million.
Net income attributable to common stockholders decreased $47.4 million year over year, mainly due to the 2025 Del Monte Center gain and higher interest expense.
On April 1, 2026, the credit facility was amended to a $600 million total capacity ($500 million revolver and $100 million term loan), with maturity extended to April 1, 2030.
The company declared a $0.340 per share dividend for Q2 2026, payable June 18, 2026 to holders of record as of June 4, 2026.
FICO reported results for the quarter ended March 31, 2026, with revenue of $691.7 million, up 39% from $498.7 million a year earlier, and GAAP diluted earnings of $11.14 per share versus $6.59. The company also raised its fiscal 2026 guidance, with revenue now expected at $2.45 billion (previously $2.35 billion) and GAAP EPS at $35.60 (previously $33.47), which matters to shareholders because both headline measures improved and the outlook was lifted.
Quarterly revenue was $691.7 million vs $498.7 million a year earlier, up 39%.
GAAP diluted EPS was $11.14 vs $6.59; non-GAAP diluted EPS was $12.50 vs $7.81.
Scores revenue was $475.0 million, up 60%; Software revenue was $216.7 million, up 7%.
Fiscal 2026 guidance raised: revenue to $2.45 billion from $2.35 billion; GAAP EPS to $35.60 from $33.47.
F5 reported second-quarter fiscal 2026 revenue of $812 million, up 11% from $731 million a year earlier, and GAAP diluted earnings per share of $2.58, up from $2.48. The company raised its full-year fiscal 2026 revenue growth and non-GAAP earnings per share guidance, which signals higher expected results for shareholders.
Second-quarter revenue was $812 million, up 11% year over year, with product revenue up 22%
GAAP diluted EPS was $2.58 versus $2.48 a year earlier; non-GAAP diluted EPS was $3.90 versus $3.42
Fiscal 2026 revenue growth guidance raised to 7% to 8% from 5% to 6%
Fiscal 2026 non-GAAP EPS guidance raised to $16.25 to $16.55 from $15.65 to $16.05
PPG reported first quarter 2026 net sales of $3.93 billion, up 7% from a year earlier, with reported EPS of $1.70 and adjusted EPS of $1.83, up 6%. The company reaffirmed its full-year 2026 adjusted EPS guidance range of $7.70 to $8.10, while the Industrial Coatings segment's EBITDA fell 7%.
Net sales were $3.93 billion, up 7%, but organic sales rose only 1%; currency translation added 6 points.
Reported EPS was $1.70 versus $1.64 a year earlier; adjusted EPS was $1.83 versus $1.72.
Full-year 2026 EPS guidance of $7.70 to $8.10 was maintained; second-quarter organic sales and adjusted EPS are expected to be flat to up a low single-digit percentage.
Industrial Coatings segment EBITDA fell 7% to $245 million, while Global Architectural Coatings segment EBITDA rose 28% to $184 million.
Seagate reported fiscal third-quarter 2026 revenue of $3.11 billion and GAAP diluted EPS of $3.27, compared with $2.16 billion and $1.57 a year earlier. The company said results exceeded the high end of its revenue and EPS guidance, and it gave fiscal fourth-quarter guidance of $3.45 billion in revenue and $5.00 non-GAAP diluted EPS. The Board also declared a $0.74 quarterly dividend.
Fiscal Q3 2026 revenue was $3.11 billion, versus $2.16 billion in the prior-year quarter; GAAP net income was $748 million, versus $340 million.
GAAP diluted EPS was $3.27 and non-GAAP diluted EPS was $4.10, versus $1.57 and $1.90 a year earlier.
Fiscal Q4 2026 guidance is revenue of $3.45 billion plus or minus $100 million and non-GAAP diluted EPS of $5.00 plus or minus $0.20.
Results include a $105 million legal settlement charge; the Board declared a $0.74 dividend payable July 7, 2026 to holders of record on June 24, 2026.
BXP, Inc. reported results for the quarter ended March 31, 2026, furnishing a press release and supplemental data on April 28, 2026. Net income attributable to BXP fell to $101.6 million, or $0.64 per diluted share, from $248.5 million, or $1.56 per share, in the prior quarter, and diluted FFO per share fell to $1.59 from $1.76. The filing also sets Q2 2026 and full-year 2026 guidance, but it does not state whether these ranges changed from earlier guidance.
Net income attributable to BXP, Inc.: $101.6 million, or $0.64 per diluted share, for the quarter ended March 31, 2026, versus $248.5 million, or $1.56 per share, for the quarter ended December 31, 2025.
Diluted FFO per share: $1.59, versus $1.76 in the prior quarter.
Total revenue: $872.1 million, versus $877.1 million in the prior quarter.
Guidance: Q2 2026 diluted EPS of $0.44 to $0.46 and FFO of $1.69 to $1.71 per share; full-year 2026 EPS of $2.15 to $2.29 and FFO of $6.90 to $7.04 per share.
Caesars Entertainment reported first-quarter 2026 results, with net revenues of $2.9 billion, up from $2.8 billion a year earlier, and a net loss attributable to Caesars of $98 million, versus $115 million in the prior-year quarter. Consolidated Adjusted EBITDA rose slightly to $887 million, and Caesars Digital Adjusted EBITDA increased to $69 million from $43 million, while the Las Vegas and Regional segments' adjusted EBITDA declined modestly.
Net revenues were $2,870 million, up 2.7% from $2,794 million in the first quarter of 2025.
Net loss attributable to Caesars narrowed to $98 million, or $0.48 per share, from $115 million, or $0.54 per share.
Consolidated Adjusted EBITDA was $887 million versus $884 million; Las Vegas Adjusted EBITDA fell 1.6% to $426 million.
A10 Networks reported first-quarter 2026 revenue of $75.0 million, up 13.4% from a year earlier, and GAAP net income of $12.0 million, or $0.17 per diluted share, compared with $9.5 million, or $0.13, in the same quarter of 2025. Management reiterated its full-year 2026 guidance and declared a quarterly dividend of $0.06 per share, while operating cash flow fell to $2.2 million from $17.2 million.
Revenue of $75.0 million, up 13.4% from $66.1 million in Q1 2025.
GAAP net income of $12.0 million, or $0.17 per diluted share, versus $9.5 million, or $0.13, a year earlier.
2026 outlook reiterated: revenue growth of 10-12%, adjusted EBITDA margin of 28-30%, and EPS growth of 12-14%.
Quarterly dividend of $0.06 per share, payable June 1, 2026 to holders of record May 15, 2026; operating cash flow was $2.2 million versus $17.2 million a year earlier.
W. P. Carey reported first quarter 2026 revenues of $454.5 million, up 10.9% from a year earlier, and AFFO of $1.30 per diluted share, up 11.1% from $1.17. The company raised its full-year 2026 AFFO guidance to between $5.16 and $5.26 per diluted share, citing higher expected investment volume of $1.5 billion to $2.0 billion. Net income attributable to W. P. Carey rose 40.1% to $176.3 million, helped by foreign debt remeasurement gains and a lower credit loss allowance, partly offset by higher impairment charges.
Revenues, including reimbursable costs, were $454.5 million, up 10.9% from $409.9 million in the first quarter of 2025
AFFO was $1.30 per diluted share, up 11.1% from $1.17 a year earlier
2026 AFFO guidance raised to between $5.16 and $5.26 per diluted share, with investment volume now expected at $1.5 billion to $2.0 billion
Quarterly cash dividend increased to $0.930 per share, or $3.72 annualized, a 4.5% increase from the first quarter of 2025
InvenTrust reported first-quarter 2026 revenue of $82.6 million, up from $73.8 million a year earlier, and Core FFO of $0.49 per diluted share, up from $0.46. GAAP net income fell to $5.2 million, or $0.07 per diluted share, from $6.8 million, or $0.09. The company raised its 2026 Core FFO and Nareit FFO guidance but lowered its net income per diluted share guidance, so shareholders see a mixed picture.
Q1 2026 net income was $5.2 million, or $0.07 per diluted share, versus $6.8 million, or $0.09, in Q1 2025.
Q1 2026 Nareit FFO was $0.53 per diluted share (Q1 2025: $0.48) and Core FFO was $0.49 (Q1 2025: $0.46).
2026 guidance: Core FFO raised to $1.92–$1.96 from $1.91–$1.95; Nareit FFO raised to $2.00–$2.06 from $1.97–$2.03; net income per diluted share cut to $0.10–$0.16 from $0.16–$0.22.
On April 16, 2026, the company agreed to a $250 million private placement of senior notes, expected to be issued June 29, 2026.
Edison International reported first-quarter 2026 core earnings of $546 million, or $1.42 per share, up from $1.37 a year earlier, and affirmed its 2026 core EPS guidance of $5.90 to $6.20. GAAP net income fell to $531 million from $1,436 million, mainly because the prior-year quarter included large non-core gains tied to wildfire-related recoveries. The company also said Aaron Moss will become CFO on July 3, 2026, and the current CFO will retire on September 1, 2026.
Core EPS $1.42 vs. $1.37 a year earlier; GAAP EPS $1.38 vs. $3.73
Operating revenue $4,103 million vs. $3,811 million a year earlier
2026 core EPS guidance of $5.90 to $6.20 affirmed; basic EPS guidance lowered to $5.86 to $6.16 for a $0.04 non-core item
Aaron Moss to become CFO on July 3, 2026; current CFO to retire September 1, 2026
Omnicom reported first-quarter 2026 results for the period ended March 31, 2026, its first full quarter including IPG, which it acquired on November 26, 2025. Revenue rose to $6.2 billion and net income attributable to Omnicom rose to $405.2 million, but diluted EPS of $1.35 fell $0.10 from $1.45 as weighted-average diluted shares increased to 299.2 million from 198.3 million. Non-GAAP adjusted diluted EPS rose 11.8% to $1.90.
Revenue was $6.2 billion, versus $3.7 billion a year earlier, primarily due to the IPG acquisition; core operations revenue was $5.6 billion, up 3.9% organically.
GAAP diluted EPS was $1.35, down from $1.45; Non-GAAP adjusted diluted EPS was $1.90, up from $1.70.
Core operations adjusted EBITA was $833.5 million, with a 14.8% margin, versus 12.4% a year earlier, primarily due to cost reduction synergies.
Management said it expects $3.5 billion in share repurchases this year under a $5.0 billion authorization.
Sensata reported first-quarter 2026 revenue of $934.8 million, up 2.6% from a year earlier, with GAAP earnings per share of $0.59 versus $0.47 and adjusted EPS of $0.86 versus $0.78. The company guided second-quarter 2026 revenue to $950 million to $980 million and adjusted EPS to $0.89 to $0.95, compared with $0.87 in the second quarter of 2025, which points to continued year-over-year growth.
Q1 2026 revenue was $934.8 million, up $23.6 million or 2.6%; organic revenue rose 4.2%.
GAAP EPS was $0.59 versus $0.47; adjusted EPS was $0.86 versus $0.78, up 10.3%.
Q2 2026 guidance: revenue of $950 million to $980 million and adjusted EPS of $0.89 to $0.95.
Free cash flow was $104.6 million; the company returned about $42.6 million to shareholders, including $25.1 million in share repurchases.
Seacoast reported first-quarter 2026 net income of $31.9 million, which included a pre-tax loss of approximately $39.5 million from a January securities repositioning. Adjusted net income was $67.8 million, or $0.62 per share, and management said its 2026 guidance remains on track. Nonperforming loans rose 30% in the quarter to $95.0 million, which shareholders may want to watch.
Net income of $31.9 million included a $39.5 million loss from selling about $277.0 million in securities in January 2026
Adjusted net income of $67.8 million, or $0.62 per share, rose 42% from the prior quarter and 111% from the prior year quarter
Net interest margin rose 17 basis points to 3.83% from 3.66% in the fourth quarter of 2025
Nonperforming loans were $95.0 million at March 31, 2026, up $23.0 million from $76.3 million at December 31, 2025
STAG Industrial reported first quarter 2026 results. Net income attributable to common stockholders fell 32.2% to $62.0 million, or $0.32 per share, from $91.3 million, or $0.49 per share, a year earlier, while total revenue rose to $224.2 million from $205.6 million and Core FFO per diluted share rose 6.6% to $0.65. The company also declared a $0.3875 per share dividend for the second quarter of 2026.
Net income attributable to common stockholders: $62.0 million ($0.32 per share), down from $91.3 million ($0.49 per share) in Q1 2025
Core FFO per diluted share: $0.65, up 6.6% from $0.61; Same Store Cash NOI rose 4.1% to $159.3 million
Total revenue: $224.2 million, up from $205.6 million; gain on sales of rental property was $15.1 million versus $49.9 million a year earlier
Board declared a $0.3875 per share dividend for Q2 2026, payable July 15, 2026, to holders of record as of June 30, 2026
Arch Capital Group reported first-quarter 2026 net income available to common shareholders of $1.0 billion, or $2.88 per diluted share, up from $564 million, or $1.48 per share, a year earlier. Underwriting results improved, with the combined ratio falling to 81.7% from 90.1%, although gross and net premiums written and net premiums earned declined. The results release and financial supplement were furnished in this 8-K as Exhibits 99.1 and 99.2.
Net income available to common shareholders was $1.0 billion, or $2.88 per share, versus $564 million, or $1.48 per share, in Q1 2025.
After-tax operating income was $901 million, or $2.50 per share, versus $587 million, or $1.54 per share, a year earlier.
Combined ratio was 81.7%, down from 90.1%; net premiums earned fell 4.8% to $3,986 million.
Share repurchases totaled $783 million in the quarter, and book value per common share was $66.19 at March 31, 2026.
Mondelez reported first-quarter 2026 net revenues of $10.08 billion, up 8.2%, and diluted EPS of $0.44, up 41.9%. The EPS gain was driven mainly by a favorable year-over-year swing in mark-to-market derivative impacts, while Adjusted EPS fell 14.9% on a constant currency basis to $0.67. The company reaffirmed its 2026 outlook, which matters to shareholders because the core earnings measure declined and the full-year targets were not changed.
Net revenues were $10.08 billion, up 8.2%. Organic Net Revenue grew 3.0%, with volume/mix down 0.5 points.
Diluted EPS was $0.44, up 41.9%, mainly from mark-to-market derivative impacts. Adjusted EPS was $0.67, down 14.9% at constant currency.
Adjusted Operating Income decreased $261 million at constant currency, and Adjusted Operating Income margin fell 310 basis points to 11.7%.
For 2026, the company reaffirmed Organic Net Revenue growth of flat to 2% and Adjusted EPS growth of flat to 5% on a constant currency basis, and expects Free Cash Flow of about $3 billion.
Bloom Energy reported first-quarter 2026 revenue of $751.1 million, up 130.4% from a year earlier, and GAAP net income attributable to common stockholders of $70.7 million, compared with a loss of $23.8 million in the first quarter of 2025. The company raised its full-year 2026 revenue guidance to $3.4 billion to $3.8 billion, with the revenue growth midpoint now about 80% year over year, up from about 60% previously.
Q1 2026 revenue was $751.1 million; product revenue was $653.3 million, up 208.4%.
GAAP diluted EPS was $0.23 versus a loss of $0.10 in Q1 2025; GAAP operating income was $72.2 million versus a loss of $19.1 million.
Full-year 2026 guidance: revenue $3.4 billion to $3.8 billion; non-GAAP operating income $600 million to $750 million; non-GAAP EPS $1.85 to $2.25.
Cash flow from operating activities was $73.6 million in Q1 2026, compared with negative $110.7 million in Q1 2025.
Starbucks reported fiscal second-quarter 2026 results for the quarter ended March 29, 2026, with net revenues up 9% to $9.5 billion and GAAP earnings per share up 32% to $0.45. The company raised its fiscal 2026 guidance for comparable store sales growth and non-GAAP earnings per share, which now range from $2.25 to $2.45. For shareholders, the results show growth in sales and earnings, though management said it has more work to do and North America margins narrowed.
Global comparable store sales rose 6.2%, driven by a 3.8% increase in comparable transactions and a 2.3% increase in average ticket.
GAAP EPS of $0.45 rose 32%; non-GAAP EPS of $0.50 rose 22%.
Fiscal 2026 guidance now calls for non-GAAP EPS of $2.25 to $2.45 and global and U.S. comparable store sales growth of 5.0% or greater.
North America operating margin fell to 9.9% from 11.6%, citing labor investments, tariffs and elevated coffee pricing.
Rogers Corporation reported first quarter 2026 net sales of $200.5 million, up 5.2% from a year earlier, and GAAP diluted earnings of $0.25 per share compared with a loss of $(0.08) per share in the first quarter of 2025. The company also gave second quarter 2026 guidance of $210 million to $220 million in net sales and $0.90 to $1.10 in adjusted earnings per diluted share, which gives shareholders a near-term outlook to compare against future results.
Net sales of $200.5 million rose $10.0 million year over year, including a $7.9 million foreign currency benefit, but were down from $201.5 million in the fourth quarter of 2025.
Adjusted EBITDA was $32.0 million, up from $19.5 million a year earlier, and adjusted EBITDA margin was 16.0% versus 10.2%.
Q2 2026 guidance: net sales of $210 million to $220 million, gross margin of 32.5% to 33.5%, adjusted EBITDA of $35 million to $41 million, and adjusted EPS of $0.90 to $1.10.
Free cash flow was $1.1 million versus $2.1 million a year earlier; net cash from operating activities was $5.8 million. Ali El-Haj is interim President and CEO.
Enphase reported first-quarter 2026 revenue of $282.9 million, down from $343.3 million in the fourth quarter of 2025 and $356.1 million a year earlier, and a GAAP net loss of $7.4 million, compared with net income of $38.7 million in the prior quarter. The result included a $16.5 million discount and about $2.5 million in fees on the sale of 2025 manufacturing tax credits, and the company gave a second-quarter revenue range of $280.0 million to $310.0 million.
Q1 2026 revenue of $282.9 million, versus $343.3 million in Q4 2025 and $356.1 million in Q1 2025
GAAP net loss of $7.4 million, or $0.06 per diluted share; non-GAAP diluted EPS of $0.47, versus $0.71 in Q4 2025
Second-quarter 2026 revenue outlook of $280.0 million to $310.0 million, including about $85.0 million of safe harbor shipments
Cash, cash equivalents and marketable securities of $930.6 million at March 31, 2026, after settling $632.5 million of convertible notes on March 2, 2026
Visa reported fiscal second quarter 2026 GAAP net income of $6.0 billion, or $3.14 per share, up 32% and 36% from a year earlier, on net revenue of $11.2 billion, up 17%. The board also authorized a new $20.0 billion multi-year share repurchase program and declared a quarterly dividend of $0.670 per share, which matters to shareholders because it returns more cash to holders while the company's results improved.
Net revenue was $11.2 billion, up 17% (16% on a constant-dollar basis)
GAAP EPS was $3.14, up 36%; non-GAAP EPS was $3.31, up 20%
Board authorized a new $20.0 billion multi-year buyback in April 2026; $13.2 billion remained under prior authorization as of March 31, 2026
Quarterly dividend of $0.670 per share payable June 1, 2026, to holders of record as of May 12, 2026
Merchants Bancorp reported first quarter 2026 net income of $67.7 million, up $9.5 million or 16% from a year earlier, and diluted earnings per share of $1.25, up 34% from $0.93, though down 2% from the fourth quarter of 2025. Total assets reached $20.3 billion, and the FDIC and IDFI memorandum of understanding was terminated during the quarter.
Net income of $67.7 million versus $58.2 million in Q1 2025 and $67.8 million in Q4 2025
Diluted EPS of $1.25 versus $0.93 in Q1 2025 and $1.28 in Q4 2025
Noninterest income rose $22.9 million, or 97%, year over year, mainly from mortgage servicing rights fair value adjustments
Non-performing loans rose $50.0 million, or 25%, in the quarter to $247.5 million, mainly from four multi-family relationships
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