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).
Ares Management reported first quarter 2026 results on May 1, 2026, with GAAP net income attributable to the company of $142.6 million, or $0.46 per share, compared with $47.2 million in the year-earlier quarter. Its after-tax realized income rose 19% to $452.4 million, or $1.24 per share, and fee related earnings rose 26% to $464.4 million, while the company also declared a $1.35 quarterly dividend per Class A share.
GAAP net income attributable to Ares Management was $142.6 million, or $0.46 per share, for the quarter ended March 31, 2026, versus $47.2 million in Q1 2025.
After-tax realized income was $452.4 million, up 19% year over year, or $1.24 per Class A share, up from $1.09.
Fee related earnings were $464.4 million, up 26% year over year.
Quarterly dividend of $1.35 per Class A share is payable June 30, 2026 to holders of record as of June 16, 2026.
Alliant Energy reported first quarter 2026 GAAP earnings of $0.87 per share, up from $0.83 a year earlier, while ongoing EPS was $0.82 versus $0.83. The company reaffirmed its 2026 ongoing EPS guidance of $3.36 to $3.46 per share and said it signed an electric service agreement in Iowa for about 370 megawatts of data center demand. For shareholders, GAAP results improved and guidance held, but the ongoing measure the company emphasizes edged down by one cent.
GAAP EPS was $0.87 in Q1 2026 versus $0.83 in Q1 2025; ongoing EPS was $0.82 versus $0.83.
Net income attributable to common shareowners was $224 million, up from $213 million; total revenues were $1,184 million, up from $1,128 million.
2026 ongoing EPS guidance of $3.36 to $3.46 per share was reaffirmed.
Total contracted data center demand is now about 3.4 GW after the new Iowa agreement.
AptarGroup reported first-quarter 2026 sales up 11% to $982.9 million, but core sales were flat and reported net income fell 8% to $73 million. Adjusted EPS was $1.19, down from $1.30 a year earlier at comparable exchange rates, and the company guided second-quarter adjusted EPS to $1.32 to $1.40. The filing also names Gael Touya as the next CEO, effective September 1, 2026.
Reported sales rose 11% to $982.9 million; core sales were flat versus the prior year quarter.
Reported EPS fell 4% to $1.12; adjusted EPS fell 8% to $1.19 from $1.30 at comparable exchange rates.
Q2 2026 adjusted EPS guidance is $1.32 to $1.40, versus $1.67 in Q2 2025 per the filing's reconciliation table.
Gael Touya named Aptar's next CEO effective September 1, 2026.
Federated Hermes reported first quarter 2026 revenue of $479.0 million, up 13% from a year earlier, and diluted EPS of $1.27 versus $1.25. Net income fell 5% to $96.4 million, and the company said Q1 2025 included a $12.9 million VAT refund benefit. Record managed assets of $907.1 billion and a declared dividend of $0.38 per share were also reported.
Q1 2026 diluted EPS $1.27 vs. $1.25 in Q1 2025; net income $96.4 million vs. $101.1 million
Q1 2025 results included a $12.9 million decrease in other operating expense, or $0.15 per diluted share, from a U.K. VAT refund
Total managed assets reached a record $907.1 billion at March 31, 2026, up 8% year over year
Board declared a $0.38 per share dividend payable May 15, 2026 to holders of record May 8, 2026; company bought back 1,191,300 Class B shares for $66.0 million in Q1 2026
Minerals Technologies reported first-quarter 2026 results for the period ended April 5, 2026. Diluted EPS was $1.17, or $1.38 excluding special items, compared with a reported loss of $4.51 per share a year earlier, which included a $215 million litigation provision. Net sales rose 11% to $547 million, and management said it expects sales momentum to continue through the year despite higher global energy costs.
Excluding special items, diluted EPS was $1.38, up from $1.14 in the first quarter of 2025, a 21% increase
Net sales were $546.9 million, up 11% from $491.8 million a year earlier and 5% from $519.5 million in the fourth quarter of 2025
Free cash flow was $9.0 million, compared with $31.9 million in the fourth quarter of 2025 and negative $22.7 million a year earlier
Dividend declared was $0.12 per share; conference call is scheduled for May 1, 2026 at 11 a.m. Eastern Time
Insperity reported first-quarter 2026 results on April 30, 2026. Revenues rose 2% to $1.9 billion, but net income fell 35% to $33 million and diluted EPS fell to $0.88 from $1.35. The company also issued updated 2026 guidance, including full-year adjusted EPS of $1.60 to $2.60, and said it expects its margin recovery to continue throughout 2026.
Q1 revenues rose 2% to $1.9 billion, while gross profit fell 3% to $302 million.
Q1 net income was $33 million versus $51 million a year earlier; adjusted EPS was $1.31 versus $1.57.
Q1 operating expenses included $9 million in restructuring charges tied to a workforce realignment; average paid WSEEs fell 1% to 303,049.
Guidance: Q2 2026 adjusted EPS of $0.02 to $0.50; full-year 2026 adjusted EPS of $1.60 to $2.60 and adjusted EBITDA of $170 million to $230 million.
Quaker Houghton reported first-quarter 2026 net sales of $480.5 million, up 8% from a year earlier, and net income attributable to the company of $19.7 million, or $1.13 per diluted share, compared with $0.73 in the first quarter of 2025. Management expects year-over-year revenue and adjusted EBITDA growth in 2026 if end markets do not deteriorate significantly, but says raw material inflation will temporarily weigh on second-quarter gross margins.
Net sales of $480.5 million, up 8%, with organic sales volumes up 3% and acquisitions contributing 4%
Net income of $19.7 million, or $1.13 per diluted share, vs $12.9 million, or $0.73, a year earlier; non-GAAP EPS of $1.63 vs $1.58
Adjusted EBITDA of $72.5 million, up 5%; the company's credit agreement was amended, extending its nearest maturity from June 2027 to April 2031
Global transformation and cost program targets $20 million to $30 million of annualized cost savings by 2028
Camden Property Trust reported first quarter 2026 net income attributable to common shareholders of $42.4 million, or $0.40 per diluted share, up from $0.36 a year earlier, but FFO fell to $1.15 per share from $1.70 and Core FFO slipped to $1.70 from $1.72. The company cut its 2026 FFO guidance midpoint to $6.10 from $6.61, raised its EPS midpoint to $0.66 from $0.55, and left its Core FFO midpoint unchanged at $6.75.
Q1 2026 EPS $0.40 vs. $0.36 a year earlier; FFO $1.15 vs. $1.70; Core FFO $1.70 vs. $1.72
Property revenues $388.8 million vs. $390.6 million; same property NOI down 0.7% year over year
Subsequent to quarter end, agreed to pay $53.0 million into a settlement fund for class action litigation over revenue management software
2026 FFO guidance range $5.95 to $6.25 per share; Core FFO guidance range $6.60 to $6.90 per share
MasTec reported first-quarter 2026 revenue of $3.8 billion, up 34% from a year earlier, and GAAP diluted EPS of $0.77 versus $0.13. The company raised its full-year 2026 diluted EPS guidance to $6.77 and its adjusted diluted EPS guidance to $8.79, and it gave second-quarter 2026 revenue guidance of $4.3 billion.
Q1 2026 revenue $3.8 billion, up 34% year over year; adjusted diluted EPS $1.39 versus $0.51
Record 18-month backlog of $20.3 billion as of March 31, 2026, up $4.4 billion year over year
Full-year 2026 guidance: diluted EPS $6.77 and adjusted diluted EPS $8.79, both raised
Apple reported fiscal second-quarter 2026 revenue of $111.2 billion, up 17% from a year earlier, and diluted EPS of $2.01, up 22%. The board raised the quarterly dividend 4% to $0.27 per share and authorized an additional $100 billion share repurchase program, which returns more capital to shareholders.
Quarter ended March 28, 2026: total net sales $111.2 billion, up from $95.4 billion a year earlier
Diluted EPS $2.01, compared with $1.65 a year earlier; operating cash flow over $28 billion
Quarterly dividend raised 4% to $0.27 per share, payable May 14, 2026, to holders of record as of May 11, 2026
Board authorized an additional repurchase program of up to $100 billion of common stock
Encompass Health reported first-quarter 2026 net operating revenue of $1,586.6 million, up 9.0%, and diluted earnings per share from continuing operations of $1.77, up from $1.48 a year earlier. The company raised its full-year 2026 guidance for revenue, Adjusted EBITDA, and adjusted earnings per share, though adjusted free cash flow declined 12.9%.
Q1 2026 net operating revenue was $1,586.6 million versus $1,455.4 million, up 9.0%
Q1 2026 diluted EPS from continuing operations was $1.77 versus $1.48; adjusted EPS was $1.60 versus $1.37
Full-year 2026 guidance: net operating revenue raised to $6,375 million to $6,470 million; adjusted EPS raised to $5.89 to $6.11
Adjusted free cash flow was $193.8 million, down from $222.4 million, and included a $17.5 million pre-tax gain on the sale of Gamma Knife
Mohawk Industries reported first-quarter 2026 net earnings of $117 million, or $1.90 per diluted share, up from $73 million, or $1.15, a year earlier. Net sales rose 8.0% as reported to $2.7 billion but fell 2.6% on an adjusted basis, and the company expects second-quarter adjusted EPS of $2.50 to $2.60, citing the Middle East conflict, higher input costs and one less shipping day.
Q1 2026 net earnings $117 million; diluted EPS $1.90 versus $1.15 in Q1 2025 (net earnings $73 million)
Adjusted EPS $1.90 versus $1.52 a year earlier
Net sales $2.7 billion, up 8.0% as reported but down 2.6% adjusted for constant days and exchange rates
Q2 2026 adjusted EPS guided to $2.50 to $2.60, excluding restructuring or other one-time charges
CNO Financial Group reported first quarter 2026 net income of $38 million, or $0.39 per diluted share, up from $21.5 million, or $0.21 per diluted share, a year earlier. Net operating income, a non-GAAP measure, was $101 million, or $1.05 per diluted share, up 33% per share, and total revenues rose to $1,029.6 million from $1,004.1 million. Shareholders also face a lower book value per share of $26.64 at March 31, 2026, compared with $27.92 at December 31, 2025.
Net income was $38 million ($0.39 per diluted share) in 1Q26, compared with $21.5 million ($0.21) in 1Q25.
Net operating income was $101 million ($1.05 per diluted share), compared with $0.79 per diluted share in 1Q25.
Total revenues were $1,029.6 million, compared with $1,004.1 million in 1Q25.
CNO repurchased $60.0 million of common stock in 1Q26 and had authority to repurchase up to an additional $360.4 million.
Park Hotels & Resorts reported first quarter 2026 results, with net income of $12 million compared with a $57 million loss a year earlier, while total revenue fell to $622 million from $630 million. The company raised its full-year Adjusted EBITDA and RevPAR outlook but lowered its net income and diluted EPS outlook, so the results send mixed signals to shareholders.
Q1 2026 total revenue $622 million vs $630 million in Q1 2025; Adjusted EBITDA $143 million vs $144 million
Q1 diluted EPS $0.05 vs a loss of $0.29 a year earlier; Q1 2025 included a $70 million impairment
Full-year 2026 Adjusted EBITDA outlook raised to $587 million-$617 million from $580 million-$610 million
Full-year 2026 diluted EPS outlook lowered to $0.29-$0.44 from $0.31-$0.46; $0.25 Q2 dividend payable July 15, 2026
Arthur J. Gallagher & Co. reported first quarter 2026 results, with reported revenues before reimbursements of $4.7 billion, up from $3.7 billion, and reported net earnings of $823 million, up from $709 million. The company said the revenue increase reflected acquisitions and 5% organic growth, while lower interest income from the prior year weighed on its expense ratios. The CFO Commentary, which includes estimates for 2026, was made available on its website, but the filing does not state those estimates.
Total company reported revenues before reimbursements were $4,716 million versus $3,688 million a year earlier.
Diluted EPS as reported was $3.16 versus $2.72; adjusted diluted EPS was $4.47 versus $3.72.
Combined Brokerage and Risk Management organic revenue growth was 5%, according to CEO J. Patrick Gallagher, Jr.
In the first quarter of 2026, the company repurchased about 1.4 million shares for about $310 million.
The Ensign Group reported first-quarter 2026 results with GAAP diluted EPS of $1.67, up from $1.37 a year earlier, and revenue of $1.39 billion, up 18.4%. The company raised its 2026 earnings guidance to $7.48 to $7.62 per diluted share and its revenue guidance to $5.81 billion to $5.86 billion, citing the quarter's strength and recent acquisitions, which points to higher expected profit and sales for shareholders.
GAAP diluted EPS was $1.67 versus $1.37 in Q1 2025; adjusted diluted EPS was $1.85, up 21.7%
GAAP net income was $99.7 million, up 24.2%; consolidated revenue was $1.39 billion, up 18.4%
2026 diluted EPS guidance raised to $7.48 to $7.62 from $7.41 to $7.61; revenue guidance raised to $5.81 billion to $5.86 billion from $5.77 billion to $5.84 billion
Cash on hand was $539.5 million at March 31, 2026, with $591.6 million of available line-of-credit capacity
AIG reported first-quarter 2026 net income of $763 million, or $1.41 per diluted share, up from $1.16 a year earlier. Its board also declared a quarterly dividend of $0.50 per share, an 11% increase, payable June 29, 2026. Net investment income fell 36% to $712 million, but General Insurance underwriting income more than tripled.
Net income attributable to AIG common shareholders was $763 million, or $1.41 per diluted share, versus $698 million, or $1.16, in Q1 2025.
Adjusted after-tax income was $1.1 billion, or $2.11 per diluted share, versus $702 million, or $1.17, a year earlier.
General Insurance underwriting income was $774 million, up 219% from $243 million; the combined ratio was 87.3%, versus 95.8%.
Dividend of $0.50 per share is payable June 29, 2026 to shareholders of record at the close of business on June 15, 2026.
Eastman Chemical reported first-quarter 2026 sales of $2,177 million, down 5% from $2,290 million a year earlier, and adjusted earnings per diluted share of $1.09 versus $1.91. The company projected second-quarter 2026 adjusted EPS of $1.70 to $1.90, which is well above the first quarter but is a sequential range rather than a comparison to the prior year.
Sales were $2,177 million versus $2,290 million; Fibers fell 22% and Chemical Intermediates fell 9%.
Adjusted EBIT was $200 million versus $311 million; GAAP EPS was $0.93 versus $1.57.
Second-quarter 2026 adjusted EPS is projected at $1.70 to $1.90, with about $45 million of planned maintenance costs.
Net cash used in operating activities was $137 million versus $167 million a year earlier.
SPS Commerce reported first quarter 2026 revenue of $192.1 million, up 6% from $181.5 million a year earlier, while GAAP net income fell to $19.7 million, or $0.53 per diluted share, from $22.2 million, or $0.58. The company also issued second quarter and full year 2026 guidance, with full year revenue expected at $796.0 million to $802.0 million, and reported $47.1 million in share repurchases in the quarter.
Q1 2026 revenue was $192.1 million, up 6% from $181.5 million; recurring revenue grew 7%.
GAAP diluted EPS was $0.53 versus $0.58 a year earlier; non-GAAP diluted EPS was $1.10 versus $1.00.
Adjusted EBITDA rose 7% to $57.9 million.
Q2 2026 revenue is guided to $194.5 million to $196.5 million; full year 2026 revenue is guided to $796.0 million to $802.0 million.
Bank of the James Financial Group reported first quarter 2026 net income of $2.77 million, or $0.61 per share, up from $842,000, or $0.19 per share, a year earlier. The company also declared a quarterly dividend of $0.10 per share, payable June 5, 2026 to holders of record on May 22, 2026.
Net income was $2.77 million for the quarter ended March 31, 2026, compared with $842,000 a year earlier.
Net interest income rose 13.15% to $8.73 million, and the net interest margin was 3.57% versus 3.25%.
The board declared a $0.10 per share dividend on April 28, 2026, payable June 5, 2026.
Dolby reported fiscal second-quarter 2026 total revenue of $396 million, up from $370 million a year earlier, and GAAP diluted EPS of $0.99 versus $0.94. The company also set fiscal 2026 revenue guidance of $1.40 billion to $1.45 billion and declared a $0.36 per-share dividend, but the filing does not state prior guidance, so direction versus earlier outlook cannot be confirmed.
Total revenue $396 million vs. $370 million; licensing revenue $372 million vs. $346 million
GAAP diluted EPS $0.99 vs. $0.94; non-GAAP diluted EPS $1.37 vs. $1.34
Fiscal 2026 revenue guidance $1.40 billion to $1.45 billion; third-quarter revenue guidance $295 million to $325 million
Cash dividend of $0.36 per share payable May 20, 2026 to holders of record May 12, 2026
Atlassian reported third-quarter fiscal 2026 total revenue of $1,787.0 million, up 32% year over year, with cloud revenue up 29%. GAAP net loss widened to $98.4 million, or $0.38 per diluted share, after $223.8 million in restructuring charges, while non-GAAP net income rose to $456.5 million, or $1.75 per diluted share.
Total revenue was $1,787.0 million, up 32% from $1,356.7 million; cloud revenue was $1,132 million, up 29%.
GAAP net loss was $98.4 million, or $0.38 per diluted share, versus a net loss of $70.8 million, or $0.27, a year earlier.
Restructuring charges of $223.8 million were included in the GAAP operating loss of $56.3 million.
Non-GAAP net income was $456.5 million, or $1.75 per diluted share, versus $0.97 a year earlier.
Floor & Decor reported first-quarter fiscal 2026 net sales of $1.15 billion, down 0.7%, with diluted EPS of $0.37 versus $0.45 a year earlier, and comparable store sales fell 3.7%. The company also issued fiscal 2026 guidance of diluted EPS of approximately $1.83 to $2.08 and announced a share repurchase program of up to $400 million, approved by its board on April 23, 2026.
Net sales of $1,152.3 million, down 0.7% from $1,160.7 million; comparable store sales down 3.7%
Diluted EPS of $0.37, down 17.8% from $0.45; net income of $39.7 million, down 18.8%
Fiscal 2026 outlook: diluted EPS of approximately $1.83 to $2.08 and comparable store sales of approximately (4.0)% to flat
$400 million share repurchase program approved April 23, 2026, with no expiration date and no obligation to repurchase
Trupanion reported first quarter 2026 results on April 30, 2026. Total revenue rose 12% to $384.0 million and the company swung to net income of $4.9 million, or $0.11 per diluted share, from a net loss of $1.5 million a year earlier, while adjusted EBITDA rose to $17.4 million from $12.2 million. Total enrolled pets fell 2% year over year, though subscription pets rose 5%.
Total revenue $384.0 million, up 12% from the first quarter of 2025
Net income $4.9 million, or $0.11 per diluted share, versus a net loss of $1.5 million, or $(0.03) per share, a year earlier
Adjusted EBITDA $17.4 million, versus $12.2 million in the first quarter of 2025
Operating cash flow $14.6 million and free cash flow $13.7 million, versus $16.0 million and $14.0 million a year earlier; total enrolled pets were 1,637,665, down 2%
Allegiant reported first-quarter 2026 total operating revenue of $732.4 million, up 4.8% from a year earlier, and GAAP diluted earnings of $2.30 per share versus $1.73. The company guided second-quarter adjusted EPS to a loss of $1.00 to $0.00, excluding the planned Sun Country acquisition, and disclosed two credit facilities that together allow borrowing of up to $291 million. Shareholders see higher first-quarter profit alongside a weaker second-quarter outlook and more debt.
Q1 2026 revenue $732.4 million, up 4.8% year over year; GAAP diluted EPS $2.30 vs. $1.73; adjusted airline-only diluted EPS $3.77, up 78.7%
Q2 2026 guidance: adjusted EPS of ($1.00) to $0.00 and adjusted operating margin of 0.0% to 2.0%, stand-alone basis
Credit facilities signed April 27 ($115 million, fully drawn) and April 28 ($176 million, first advance of $44.0 million expected in early May 2026)
Sun Country acquisition could close as early as mid-May, per CEO Gregory Anderson
Corcept reported first quarter 2026 revenue of $164.9 million, up from $157.2 million a year earlier, but swung to a net loss of $31.8 million from net income of $20.5 million, as operating expenses rose to $214.5 million from $153.8 million. The company raised its 2026 revenue guidance to $950 million to $1,050 million and said it expects to return to profitability in the second quarter of 2026.
Revenue was $164.9 million versus $157.2 million in Q1 2025; diluted net loss per share was $0.30 versus diluted earnings of $0.17.
Operating expenses were $214.5 million versus $153.8 million, driven by spending to prepare for the Lifyorli launch and growth initiatives in the Cushing's syndrome business.
2026 revenue guidance was increased to $950 million to $1,050 million.
Cash and investments were $515.4 million at March 31, 2026, down from $532.4 million at December 31, 2025.
GoDaddy reported first quarter 2026 results for the period ended March 31, 2026. Total revenue rose 6% to $1.3 billion and diluted earnings per share rose to $1.60 from $1.51, while net income fell 2% to $214.6 million, which the company said was against a prior-year period that included a $34.6 million one-time tax benefit. The company reaffirmed its full-year 2026 revenue and free cash flow targets, which matters to shareholders because it signals no change to the outlook.
Total revenue of $1.3 billion, up 6% year-over-year; Applications and Commerce revenue up 12% to $498.2 million
Diluted EPS of $1.60 versus $1.51 a year earlier; net income of $214.6 million versus $219.5 million
Full-year 2026 revenue guidance of $5.195 billion to $5.275 billion reaffirmed; second-quarter revenue expected at $1.285 billion to $1.305 billion
Repurchased 3.0 million shares for $279.7 million in the quarter; free cash flow of $473.6 million, up 15%
Merit Medical reported first-quarter 2026 revenue of $381.9 million, up 7%, and non-GAAP earnings per share of $0.94, up 9%. The company raised its full-year 2026 revenue forecast slightly and kept its non-GAAP earnings per share forecast unchanged, after accounting for the April 1, 2026 acquisition of View Point Medical, which is expected to dilute 2026 non-GAAP earnings per share by about $0.05.
Q1 2026 revenue was $381.9 million, up 7% from $355.4 million a year earlier; constant currency organic growth was 2.7%, or 3.7% excluding the divested DualCap product line.
GAAP diluted EPS was $0.68 versus $0.49 a year earlier; non-GAAP EPS was $0.94 versus $0.86.
2026 revenue guidance is $1.612 billion to $1.634 billion, up from $1.610 billion to $1.630 billion; non-GAAP EPS guidance is unchanged at $4.01 to $4.15.
The View Point Medical acquisition closed April 1, 2026 for $140 million, of which $90 million was paid in cash at closing.
LPL Financial reported first quarter 2026 net income of $356 million, or $4.43 per diluted share, up from $4.24 a year earlier, and adjusted EPS of $5.60. The company also lowered the upper end of its 2026 Core G&A outlook by $20 million and reduced its estimated Commonwealth run-rate EBITDA, which shareholders may weigh against the stronger quarter.
Net income was $356 million, with diluted EPS of $4.43 versus $4.24 in Q1 2025; adjusted EPS was $5.60, up 9% year over year
Total revenue was $4.94 billion, flat from the prior quarter and up 35% from a year ago
2026 Core G&A outlook upper end lowered by $20 million to a range of $2,155-2,190 million
Estimated Commonwealth run-rate EBITDA decreased from $425 million to $410 million; conversion on track for Q4 2026
Weyerhaeuser reported first quarter 2026 net earnings of $156 million, or $0.22 per diluted share, up from $83 million, or $0.11, a year earlier. Results were lifted by $79 million in after-tax special items, mainly a gain on the Virginia timberland sale, so earnings before special items were $77 million, or $0.11 per share, flat year over year. Net sales of $1.7 billion and Adjusted EBITDA of $308 million were both lower than a year earlier, and the company expects second quarter Strategic Land Solutions earnings to be about $80 million below the first quarter.
Net earnings $156 million ($0.22 per diluted share) vs. $83 million ($0.11) in Q1 2025; before special items, $77 million ($0.11)
Net sales $1.7 billion vs. $1.8 billion in Q1 2025; Adjusted EBITDA $308 million vs. $328 million a year earlier
Special items included a $58 million gain on the Virginia timberlands sale and a $21 million product remediation insurance recovery
Q2 2026 outlook: Strategic Land Solutions earnings before special items about $80 million lower than Q1, with Timberlands and Wood Products comparable to Q1
Five9 reported first quarter 2026 revenue of $305.3 million, up 9% from $279.7 million a year earlier, with GAAP net income of $18.4 million ($0.21 per diluted share) versus $0.6 million ($0.01) in the prior-year quarter. The company also announced a $90 million accelerated share repurchase to finish its $150 million program and authorized a new $200 million buyback, and it gave second-quarter and full-year 2026 guidance.
Q1 2026 revenue $305.3 million, up 9%; Q1 subscription revenue grew 13% year over year.
GAAP net income $18.4 million, or $0.21 per diluted share, versus $0.01 in Q1 2025; non-GAAP net income $58.6 million, or $0.76 per diluted share.
Q2 2026 revenue guidance $303.0 to $309.0 million; Q2 GAAP net loss per share guided at $(0.09) to $0.00.
Board authorized a new share repurchase program of up to $200 million of common stock.
Axos Financial reported unaudited net income of $124.7 million, or $2.15 diluted EPS, for the fiscal third quarter ended March 31, 2026, up from $105.2 million and $1.81 a year earlier. The results include a one-time $22.0 million favorable legal settlement; excluding non-GAAP adjustments, adjusted EPS was $1.90, up 5.0% from $1.81. Shareholders get higher reported profit, though the provision for credit losses rose to $41.0 million from $14.5 million.
Net income was $124.7 million versus $105.2 million a year earlier, up 18.5%
Diluted EPS was $2.15 versus $1.81; adjusted EPS (non-GAAP) was $1.90 versus $1.81
Net interest income rose 11.2% to $306.3 million; non-interest income included a $22.0 million one-time legal settlement
Provision for credit losses was $41.0 million versus $14.5 million; the Jenius Bank deposit acquisition is expected to close in the June 2026 quarter
Illumina reported first-quarter 2026 revenue of $1.09 billion, up 4.8% from a year earlier, and non-GAAP diluted EPS of $1.15 versus $0.97. The company raised its fiscal 2026 non-GAAP EPS guidance and its board authorized a new $1.5 billion share repurchase program, which adds to remaining capacity under the 2024 program.
Q1 2026 revenue $1.09 billion, up 4.8% from Q1 2025; GAAP diluted EPS $0.87 versus $0.82
Non-GAAP diluted EPS $1.15 versus $0.97 in Q1 2025; GAAP net income $134 million versus $131 million
FY2026 non-GAAP diluted EPS guidance raised to $5.15-$5.30 from $5.05-$5.20; revenue guidance raised $20 million at the midpoint to $4.52-$4.62 billion
Board authorized up to $1.5 billion in new buybacks on April 28, 2026; about $314 million remained under the August 2024 program as of April 29, 2026
Reddit reported first-quarter 2026 results for the quarter ended March 31, 2026, with revenue up 69% year-over-year to $663 million and net income of $204 million, compared with $26 million a year earlier. Diluted earnings per share were $1.01, against $0.13 in the prior-year quarter. The company also projected second-quarter 2026 revenue of $715 million to $725 million and Adjusted EBITDA of $285 million to $295 million.
Revenue of $663 million, up 69% year-over-year; advertising revenue of $625 million, up 74%
Net income of $204 million and diluted EPS of $1.01, versus $26 million and $0.13 a year earlier
Operating cash flow of $312 million; Adjusted EBITDA of $266 million, a 40% margin
Q2 2026 guidance: revenue of $715 million to $725 million and Adjusted EBITDA of $285 million to $295 million
Safehold reported first-quarter 2026 revenue of $110.9 million, up 13% from $97.7 million a year earlier. GAAP net income attributable to common shareholders fell 2% to $28.9 million, and earnings per share fell from $0.41 to $0.40, because the company cited a net impact from the Park Hotels portfolio and a lower management fee. The filing gives no guidance.
Q1 2026 revenue was $110.9 million, up 13% from $97.7 million in Q1 2025.
GAAP net income attributable to common shareholders was $28.9 million, down 2% from $29.4 million; EPS was $0.40 versus $0.41.
Excluding non-recurring losses in the prior-year quarter, EPS was $0.40 versus $0.44, down 8%.
Q1 2026 originations totaled $68 million, and estimated unrealized capital appreciation rose to $9.5 billion.
Stryker reported first quarter 2026 results on April 30, 2026, with net sales up 2.6% to $6.0 billion. Adjusted earnings per diluted share fell 8.5% to $2.60, while reported diluted EPS rose 14.2% to $1.93, and the company maintained its full-year 2026 guidance. The company cited its recovery from a cyber incident first reported on March 11, 2026.
Net sales rose 2.6% to $6.0 billion; organic net sales rose 2.4%.
Adjusted diluted EPS fell 8.5% to $2.60; reported diluted EPS rose 14.2% to $1.93.
Adjusted operating income margin contracted 180 bps to 21.1%.
Full-year 2026 guidance maintained: organic sales growth of 8.0% to 9.5% and adjusted EPS of $14.90 to $15.10.
Sandisk reported fiscal third-quarter revenue of $5.95 billion, up 97% from the prior quarter and above its guidance range, with GAAP diluted net income per share of $23.03 versus $5.15 in the second quarter. The company guided fiscal fourth-quarter revenue to $7.75 billion to $8.25 billion and non-GAAP diluted EPS to $30.00 to $33.00, and its board approved a $6 billion share repurchase program that the company expects to fund from operating cash flows.
Q3 revenue of $5.95 billion, up 97% sequentially; Datacenter revenue of $1.47 billion, up 233%
GAAP diluted EPS of $23.03 (non-GAAP $23.41) for the quarter ended April 3, 2026, versus $5.15 in the prior quarter
Q4 fiscal 2026 guidance: revenue of $7.75 billion to $8.25 billion; non-GAAP diluted EPS of $30.00 to $33.00
Board approved a $6 billion share repurchase program; the company may suspend or discontinue it at any time
Western Digital reported fiscal third-quarter 2026 revenue of $3.34 billion, up 45% from a year earlier, with GAAP diluted EPS of $8.20 versus $2.11. GAAP results include a $2.7 billion gain on its retained Sandisk interest, while non-GAAP diluted EPS was $2.72, up 97%. The company also guided fiscal fourth-quarter revenue to $3.65 billion, plus or minus $100 million, and raised its quarterly dividend 20% to $0.15 per share.
Q3 FY26 revenue $3.34 billion, up 45% year over year; GAAP gross margin 50.2%, non-GAAP 50.5%
GAAP diluted EPS $8.20 vs $2.11 a year earlier; non-GAAP diluted EPS $2.72 vs $1.38
Schneider National reported first quarter 2026 operating revenues of $1.4 billion, essentially flat from a year earlier, while income from operations fell 21% to $33.4 million. Diluted earnings per share were $0.12, down from $0.15 in the first quarter of 2025. The company left its full-year 2026 adjusted diluted earnings per share guidance of $0.70 to $1.00 unchanged, so shareholders face weaker first-quarter profit with no change to the outlook.
Operating revenues were $1,398.5 million, compared with $1,401.8 million in the first quarter of 2025.
Income from operations was $33.4 million, down 21% from $42.1 million; net income was $20.4 million, down 22% from $26.1 million.
Diluted EPS was $0.12 versus $0.15; adjusted diluted EPS was $0.12 versus $0.16.
Full-year 2026 adjusted diluted EPS guidance of $0.70 to $1.00 is unchanged; net capital expenditures guidance of $400 million to $450 million is also unchanged.
Grid Dynamics reported first-quarter 2026 revenue of $104.1 million, up 3.7% from a year earlier and slightly above its guidance range of $103.0 million to $104.0 million. Profit fell: the company posted a GAAP net loss of $1.5 million, compared with net income of $2.9 million a year earlier, and non-GAAP EBITDA declined to $12.5 million from $14.6 million. The company guided to second-quarter revenue of $106.0 million to $108.0 million and full-year 2026 revenue of $435.0 million to $465.0 million.
Revenue of $104.1 million, up 3.7% year over year, slightly above the top of the $103.0 million to $104.0 million range given in March 2026.
GAAP net loss of $1.5 million, or $0.02 per share, versus net income of $2.9 million, or $0.03 per share, in Q1 2025.
Non-GAAP net income of $7.5 million, or $0.09 per diluted share, versus $10.0 million, or $0.11, a year earlier; non-GAAP EBITDA of $12.5 million versus $14.6 million.
Q2 2026 revenue guided to $106.0 million to $108.0 million; full-year 2026 revenue guided to $435.0 million to $465.0 million, growth of 5.6% to 12.9%.
ResMed reported results for the quarter ended March 31, 2026, with revenue up 11% to $1.43 billion and GAAP diluted EPS of $2.74, up from $2.48, while non-GAAP diluted EPS rose 21% to $2.86. The company also declared a quarterly cash dividend of $0.60 per share, with a record date of May 14, 2026 and payment on June 18, 2026.
Revenue was $1,431.4 million, up 11% reported and 8% on a constant currency basis; GAAP gross margin rose 290 basis points to 62.2%.
GAAP net income was $398.7 million; non-GAAP net income rose 20% to $417.2 million.
Operating cash flow was $554 million; the company paid $87 million in dividends and repurchased shares for $175 million in the quarter.
Quarterly dividend of $0.60 per share: ex-dividend date May 13, 2026; record date May 14, 2026; payable June 18, 2026.
Cohu reported first quarter 2026 net sales of $125.1 million, up from $96.8 million a year earlier, and a GAAP net loss of $12.1 million, or $0.26 per share, compared with a $30.8 million loss a year earlier. The company raised its FY26 high-performance computing revenue outlook to approximately $80-100 million and guided second quarter 2026 sales to $144 million, plus or minus $7 million.
Q1 2026 net sales $125.1 million vs. $96.8 million in Q1 2025; Q4 2025 was $122.2 million
GAAP net loss $12.1 million ($0.26 per share) vs. $30.8 million ($0.66 per share) in Q1 2025; non-GAAP net income $0.6 million ($0.01 per share)
FY26 high-performance computing revenue outlook raised to approximately $80-100 million
Q2 2026 sales expected at $144 million +/- $7 million; cash and investments $488.7 million at quarter end
Middlesex Water reported first-quarter 2026 results, with net income of $10.6 million and diluted EPS of $0.57, up from $9.5 million and $0.53 a year earlier. Operating revenues rose $4.4 million to $48.7 million, while operating expenses increased about $2.9 million to $35.6 million, so profit grew with sales for the quarter.
Net income was $10.6 million, versus $9.5 million in the first quarter of 2025; diluted EPS was $0.57, versus $0.53.
Operating revenues were $48.7 million, up $4.4 million from $44.3 million, led by the Middlesex System and the Tidewater System.
Operating expenses rose about $2.9 million to $35.6 million, mainly from higher variable production costs and labor costs.
The company invested $21 million in utility infrastructure, about 17% of its planned 2026 investment of $126 million; the $0.36 dividend is payable June 1, 2026.
Grand Canyon Education reported first quarter 2026 results, with service revenue up 6.7% to $308.8 million and diluted earnings per share of $2.80, compared with $2.52 a year earlier. The company also issued second quarter, third quarter, fourth quarter and full-year 2026 outlook figures, including full-year service revenue of $1,169.3 million to $1,189.8 million and diluted EPS of $9.69 to $10.26.
Q1 2026 service revenue was $308.8 million, up $19.5 million from $289.3 million; operating income rose 8.5% to $95.5 million.
Net income was $75.3 million, up 5.2% from $71.6 million; diluted EPS was $2.80 versus $2.52.
Q2 2026 guidance calls for service revenue of $260.0 million to $264.0 million and diluted EPS of $1.57 to $1.68.
Cash and investments fell to $251.7 million at March 31, 2026 from $300.1 million, mainly due to share repurchases and capital expenditures.
Exponent reported first-quarter fiscal 2026 results with total revenues up 14% to $166.3 million and net income up to $29.6 million, or $0.59 per diluted share, from $0.52 a year earlier. The company maintained its full-year 2026 guidance and set a quarterly dividend of $0.31 per share, while its Board added $50 million to the share repurchase authorization.
Revenues before reimbursements rose 10% to $151.8 million; total revenues rose 14% to $166.3 million.
Net income was $29.6 million, or $0.59 per diluted share, versus $26.7 million, or $0.52, a year earlier.
EBITDA rose to $43.1 million, or 28.4% of net revenues, from $37.5 million, or 27.3%.
Dividend of $0.31 per share is payable June 18, 2026 to holders of record as of June 5, 2026; $17.7 million remained for repurchases as of April 3, 2026, before the $50 million increase.
Columbia Sportswear reported first quarter 2026 net sales of $779.0 million, roughly flat year over year and down 3 percent on a constant-currency basis, while operating income fell 10 percent to $42.0 million and diluted earnings per share were $0.65 versus $0.75. The company raised its full-year 2026 diluted EPS guidance to $3.55 to $4.00 from $3.20 to $3.65, citing in part a temporary improvement in U.S. tariff rates, but it expects a loss per share in the second quarter.
Q1 2026 net sales were $779.0 million versus $778.5 million a year earlier; U.S. net sales fell 10 percent to $422.5 million
Full-year 2026 net sales guidance was unchanged at $3.43 to $3.50 billion, while diluted EPS guidance was raised to $3.55 to $4.00 from $3.20 to $3.65
Second-quarter 2026 diluted loss per share is expected to be $0.37 to $0.46, compared with a $0.19 loss in the second quarter of 2025
Board declared a $0.30 quarterly dividend payable June 4, 2026 to shareholders of record May 21, 2026; the company repurchased $150.0 million of stock in Q1
Warrior Met Coal reported first quarter 2026 net income of $72.3 million, or $1.37 per diluted share, compared with a net loss of $8.2 million a year earlier, on total revenues of $458.6 million versus $299.9 million. The company reaffirmed its full-year 2026 guidance, but free cash flow was negative $91.9 million as Blue Creek construction spending and working capital increases absorbed cash.
Total revenues of $458.6 million, up from $299.9 million in Q1 2025, on record sales volume of 3.0 million short tons (up 38%)
Net income of $72.3 million, or $1.37 per diluted share, versus a net loss of $8.2 million, or $0.16 per share, in Q1 2025
Adjusted EBITDA of $143.4 million, up 263% from $39.5 million; free cash flow was negative $91.9 million
Full-year 2026 guidance reaffirmed; regular quarterly dividend of $0.08 per share payable May 7, 2026
Zeta Global reported first-quarter 2026 revenue of $396 million, up 50% from a year earlier, and raised its full-year 2026 revenue guidance by $30 million at the midpoint. The net loss narrowed to $13.2 million from $21.6 million, although adjusted EBITDA margin slipped to 16.7% from 17.7%. For shareholders, the results and higher outlook show faster revenue growth, though the company still reported a net loss for the quarter.
Q1 2026 revenue of $396 million, up 50% year over year, exceeded the guidance midpoint by $26 million.
Net loss narrowed to $13.2 million from $21.6 million in Q1 2025.
Adjusted EBITDA rose to $66.1 million from $46.7 million; adjusted EBITDA margin was 16.7% versus 17.7%.
Full-year 2026 revenue guidance raised to $1,779 million to $1,792 million, up $30 million at the midpoint from $1,755 million; Q2 revenue guidance is $419 million to $422 million.
NMI Holdings reported first-quarter 2026 net income of $99.3 million, or $1.28 per diluted share, matching the $1.28 reported for the same quarter of 2025. Total revenue rose to $183.5 million from $173.2 million a year earlier, but net income was down from $102.6 million and the loss ratio rose to 13.3% from 3.0%, so the results show mixed signals for shareholders.
Net income $99.3 million versus $102.6 million in Q1 2025; diluted EPS $1.28 in both periods
Total revenue $183.5 million versus $173.2 million in Q1 2025
Loss ratio 13.3% versus 3.0% in Q1 2025; insurance claims and claim expenses $20.7 million versus $4.5 million
Primary insurance-in-force $222.3 billion at March 31, 2026, versus $211.3 billion a year earlier
First Solar reported first-quarter 2026 net sales of $1.04 billion, up 24% from a year earlier, and net income of $347 million, or $3.22 per diluted share, versus $1.95 a year earlier. The company left its full-year 2026 guidance unchanged, which keeps its outlook for volume, sales, and Adjusted EBITDA as previously set.
Net sales of $1.04 billion, up 24% year over year, driven mainly by higher module volume sold to third parties
Net income of $347 million, or $3.22 per diluted share, compared with $210 million, or $1.95, in Q1 2025
Adjusted EBITDA of $520 million, compared with $379 million a year earlier; 2026 Adjusted EBITDA guidance of $2.6 billion to $2.8 billion reaffirmed
Net cash balance fell to $2.0 billion at March 31, 2026, from $2.4 billion at December 31, 2025
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