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).
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
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.
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
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
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
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.
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.
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.
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
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.
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%.
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
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
Pacira BioSciences reported first-quarter 2026 total revenue of $177.4 million, up 5% from $168.9 million a year earlier, led by EXPAREL volume growth of 7%. Profit fell, with GAAP net income of $2.9 million ($0.07 per share) versus $4.8 million ($0.10 per share) and non-GAAP net income of $24.5 million ($0.60 per share) versus $30.0 million. The company reiterated its full-year 2026 guidance, including total revenue of $745 million to $770 million.
Total revenue $177.4 million in Q1 2026, up from $168.9 million in Q1 2025; EXPAREL net product sales $143.3 million, up 5%
GAAP net income $2.9 million ($0.07 per share) vs. $4.8 million ($0.10) a year earlier; adjusted EBITDA $40.2 million vs. $44.1 million
Repurchased 2.2 million shares for $50.0 million in Q1; $100.0 million remains on the authorization, which expires December 31, 2026
2026 guidance reiterated: total revenue $745 million to $770 million; EXPAREL net product sales $600 million to $620 million
NorthWestern Energy reported first quarter 2026 net income of $63.5 million, or $1.03 per diluted share, down from $76.9 million, or $1.25, a year earlier. Adjusted non-GAAP earnings rose to $1.31 per share from $1.22, and the company affirmed its 2026 earnings guidance of $3.68 to $3.83 per diluted share, along with its $683 million capital plan and planned quarterly dividend of $0.67 per share.
Q1 2026 GAAP net income was $63.5 million ($1.03 per diluted share) versus $76.9 million ($1.25) in Q1 2025; total revenues rose to $497.6 million from $466.6 million.
Adjusted non-GAAP diluted EPS was $1.31 versus $1.22 a year earlier.
2026 EPS guidance of $3.68 to $3.83 per diluted share was affirmed, and the company declared a $0.67 quarterly dividend payable June 30, 2026.
The merger with Black Hills Corporation, expected to close in the second half of 2026, is pending regulatory approvals; the company incurred $3.4 million of merger-related costs in the quarter.
Provident Financial Services reported first-quarter 2026 net income of $79.4 million, or $0.61 per share, up from $64.0 million a year earlier but down from $83.4 million in the fourth quarter of 2025. Revenue was $225.2 million, compared with $225.7 million in the prior quarter and $208.8 million a year earlier. Non-performing loans rose to $142.9 million, or 0.73% of total loans, mainly because four commercial loans on senior housing properties totaling $82.1 million are subject to related bankruptcy filings.
Net income was $79.4 million, or $0.61 per share, versus $83.4 million, or $0.64 per share, in the fourth quarter of 2025 and $64.0 million, or $0.49 per share, in the first quarter of 2025.
Revenue was $225.2 million, versus $225.7 million in the fourth quarter of 2025 and $208.8 million in the first quarter of 2025.
Non-performing loans increased $64.5 million to $142.9 million, or 0.73% of total loans, as of March 31, 2026.
Tangible book value per share rose 2.1% to $16.03; the company repurchased $12.4 million of common stock, or 588,923 shares, in the quarter.
TriMas reported first quarter 2026 net sales of $168.3 million, up 10.4%, and a loss from continuing operations of $51.8 million, or $1.38 per diluted share, versus income of $1.9 million a year earlier. The loss was driven mainly by a $53.9 million non-cash tax impact tied to the March 16, 2026 sale of TriMas Aerospace, while adjusted diluted EPS from continuing operations rose to $0.24 from $0.15. The company reaffirmed its 2026 sales and margin outlook and issued full-year adjusted diluted EPS guidance of $1.50 to $1.70.
Net sales were $168.3 million, up 10.4% from $152.5 million, with organic growth of 7.3%.
GAAP loss from continuing operations was $51.8 million, or $1.38 per diluted share, including a $53.9 million non-cash tax impact from the TriMas Aerospace divestiture.
Adjusted diluted EPS from continuing operations was $0.24, compared with $0.15 in the prior year period.
Full-year 2026 adjusted diluted EPS guidance is $1.50 to $1.70; sales growth of 3% to 6% was reaffirmed.
Dream Finders Homes reported first quarter 2026 results for the three months ended March 31, 2026. Net income attributable to the company fell to $13 million, or $0.11 per basic share, from $55 million, or $0.55 per basic share, a year earlier, while net sales rose 19% to a record 2,408 and homebuilding revenues fell 14% to $837 million. The company reiterated its full-year 2026 guidance of approximately 9,250 home closings.
Net income attributable to DFH was $13 million, or $0.11 per basic share, versus $55 million, or $0.55, in Q1 2025.
Homebuilding revenues were $837 million, down 14%, and homebuilding gross margin was 14.5% versus 19.2%.
Net sales were 2,408, up 19%, and the cancellation rate improved to 7.5% from 11.7%.
The company reiterated its 2026 guidance of approximately 9,250 home closings.
Sonic Automotive reported first quarter 2026 results, with total revenues of $3.7 billion, up 1%, and gross profit of $598.8 million, up 6%. Net income fell 14% to $60.8 million, and diluted earnings per share fell 12% to $1.79, though the prior-year quarter included a $30.0 million pre-tax cyber insurance gain. The board also raised the quarterly dividend 8% and approved an additional $500 million share repurchase authorization.
Total revenues $3.7 billion, up 1%; gross profit $598.8 million, up 6%
Net income $60.8 million, down 14%; diluted EPS $1.79, down 12%; adjusted diluted EPS $1.62, up 9%
Quarterly dividend raised 8% to $0.41 per share, payable July 15, 2026 to holders of record June 15, 2026
Board approved $500 million in added buyback authority; total unused repurchase authority is $528 million
Choice Hotels reported first-quarter 2026 total revenues of a company record $340.6 million, up from $332.9 million a year earlier. Net income fell to $20.3 million from $44.5 million, and diluted EPS fell to $0.44 from $0.94, while the company maintained its full-year 2026 outlook.
Total revenues of $340.6 million vs. $332.9 million in Q1 2025; net income of $20.3 million vs. $44.5 million
Adjusted diluted EPS of $1.07 vs. $1.34 and adjusted EBITDA of $125.7 million vs. $129.6 million, which the company attributed to timing-related factors
Full-year 2026 outlook maintained: diluted EPS of $5.72 to $5.94 and adjusted diluted EPS of $6.92 to $7.14
Returned $75.2 million to shareholders in the quarter, including $62.1 million in share repurchases and $13.1 million in dividends
NNN REIT reported first quarter 2026 results on April 30, 2026, with revenue of $240.4 million, up from $230.9 million a year earlier, while net earnings fell to $94.0 million from $96.5 million. The company raised its 2026 AFFO and Core FFO per share guidance by one cent at each end of the range.
Revenue of $240.4 million vs. $230.9 million in Q1 2025; net earnings of $94.0 million vs. $96.5 million.
Diluted EPS of $0.50 vs. $0.51; AFFO per diluted share of $0.87, unchanged year over year.
2026 AFFO per share guidance raised to $3.53 to $3.59 from $3.52 to $3.58; Core FFO per share guidance raised to $3.48 to $3.54 from $3.47 to $3.53.
Portfolio occupancy was 98.6% at March 31, 2026, up from 97.7% a year earlier.
Integer Holdings Corporation reported first quarter 2026 sales up 0.5% to $440 million, while adjusted EPS fell 8% to $1.20. The Board also began a strategic review to maximize stockholder value, which may include a sale, merger, or business combination, with no set timeline and no assurance of a transaction. The company updated its 2026 outlook, with adjusted EPS now expected at $5.83 to $6.40, a change of (9)% to 0% from the prior year.
Q1 2026 sales rose 0.5% to $440 million, with organic growth of 1.3%; GAAP income from continuing operations was $17 million, versus a loss of $22 million a year earlier.
Q1 2026 adjusted EPS fell $0.11 to $1.20, and adjusted operating income fell 14% to $61 million.
2026 outlook: adjusted EPS of $5.83 to $6.40 and adjusted operating income of $285 million to $305 million; management said it was prudent to further risk adjust the outlook.
Total debt rose $66 million to $1.252 billion since the end of 2025; leverage ratio was 3.2 times adjusted EBITDA as of April 3, 2026.
Albany International reported first-quarter 2026 revenue of $311.3 million, up from $288.8 million a year earlier, driven mainly by higher volume in Engineered Composites. Net income attributable to the company fell to $15.3 million, or $0.54 per diluted share, from $17.4 million, or $0.56, and adjusted EBITDA declined to $48.2 million from $55.7 million, so shareholders saw higher sales alongside lower profit. The company gave second-quarter 2026 guidance of $335 million to $345 million in consolidated revenue and adjusted EPS of $0.70 to $0.80.
Q1 2026 net revenue $311.3 million vs. $288.8 million in Q1 2025
Diluted EPS $0.54 vs. $0.56 a year earlier; adjusted EPS $0.60 vs. $0.73
Adjusted EBITDA $48.2 million vs. $55.7 million; Machine Clothing adjusted EBITDA margin 25.9% vs. 28.4%
Q2 2026 outlook: consolidated revenue $335 million to $345 million; adjusted EPS $0.70 to $0.80
Organon reported first-quarter 2026 revenue of $1.460 billion, down 4% from $1.513 billion a year earlier and down 9% excluding foreign currency, while GAAP net income rose to $146 million from $87 million. Non-GAAP adjusted diluted EPS fell to $0.71 from $1.02, and the company will not provide financial guidance because of its pending all-cash merger into Sun Pharma, which is expected to close in early 2027.
Revenue was $1.460 billion, down 4% as reported and down 9% excluding foreign currency, from $1.513 billion in Q1 2025.
GAAP diluted EPS was $0.55 versus $0.33; non-GAAP adjusted diluted EPS was $0.71 versus $1.02.
Board declared a quarterly dividend of $0.02 per share, payable June 11, 2026, to holders of record on May 11, 2026.
No financial guidance or earnings call due to the pending Sun Pharma merger, expected to close in early 2027 subject to regulatory and stockholder approval.
Saia reported first quarter 2026 results on April 30, 2026. Revenue rose 2.4% to $806.2 million, but operating income fell 4.8% to $66.8 million and the operating ratio widened to 91.7% from 91.1%. Diluted earnings per share were $1.86, the same as a year earlier, and the company expects 2026 net capital expenditures of $350 million to $400 million.
Revenue was $806.2 million, up 2.4% from the first quarter of 2025.
Operating income was $66.8 million, down 4.8%, and the operating ratio was 91.7% versus 91.1%.
Diluted earnings per share were $1.86 in both the first quarters of 2026 and 2025.
Net capital expenditures were $63.7 million in the first quarter, versus $202.1 million a year earlier; 2026 net capital expenditures are expected to be $350 million to $400 million.
World Acceptance Corporation (WRLD) reported fourth-quarter fiscal 2026 results for the quarter ended March 31, 2026. Revenue rose 7.4% and gross loans grew 4.4% year over year, but net income fell to $36.5 million from $44.3 million as credit-loss provisions and general and administrative expenses increased.
Total revenues rose 7.4% to $177.6 million from $165.3 million a year earlier.
Net income was $36.5 million, or $7.70 per diluted share, versus $44.3 million, or $8.13 per diluted share, in the prior-year quarter.
The provision for credit losses rose to $36.8 million from $33.0 million, and general and administrative expenses rose 23.6% to $81.5 million.
The company repurchased 282,607 shares for approximately $37.8 million in the quarter and had $12.2 million of remaining share repurchase capacity as of March 31, 2026.
LKQ reported first quarter 2026 revenue up 4.3% to $3,469 million, but diluted EPS fell 50.8% to $0.30, including a $44 million impairment on its Mekonomen equity investment. The company cut its GAAP diluted EPS outlook to $2.16 to $2.46 from $2.35 to $2.65, while keeping its adjusted EPS outlook at $2.90 to $3.20, and said its board is reviewing strategic alternatives.
Q1 2026 revenue was $3,469 million, up 4.3% from $3,327 million; parts and services organic revenue fell 1.6%.
Q1 diluted EPS was $0.30 versus $0.61; adjusted diluted EPS was $0.67 versus $0.74, down 9.5%.
Full-year 2026 GAAP diluted EPS outlook was lowered to $2.16 to $2.46 from $2.35 to $2.65; adjusted diluted EPS outlook of $2.90 to $3.20 was unchanged.
Free cash flow was negative $96 million in Q1; the board declared a $0.30 per share dividend payable June 4, 2026.
Baxter reported first-quarter 2026 sales of $2.7 billion, up 3% on a reported basis but down 1% on an organic basis. The company posted a U.S. GAAP loss from continuing operations of $17 million, or $0.03 per diluted share, compared with income of $64 million a year earlier, and its adjusted diluted EPS fell 35% to $0.36. Shareholders face weaker profit even as the company reiterated its full-year 2026 outlook and declared a $0.01 quarterly dividend.
Sales from continuing operations were $2.7 billion, up 3% reported and down 1% organic; U.S. sales fell 4% to about $1.44 billion.
U.S. GAAP loss from continuing operations was $17 million, or $0.03 per diluted share, versus income of $64 million in the prior-year quarter.
Adjusted diluted EPS from continuing operations was $0.36, down 35% from $0.55, with management citing tariffs, higher manufacturing costs and a prior-year timing benefit.
Full-year 2026 adjusted EPS outlook of $1.85 to $2.05 was reiterated; the Board declared a $0.01 dividend payable July 1, 2026, to holders of record May 29, 2026.
International Paper reported preliminary first-quarter 2026 net sales of $5.97 billion, up from $5.26 billion a year earlier, and earnings from continuing operations of $76 million, compared with a loss of $124 million in the first quarter of 2025. Adjusted EBITDA from continuing operations fell to $677 million from $689 million, and the company updated its full-year 2026 adjusted EBITDA target to $3.20 billion to $3.50 billion, citing a tougher macro environment and a severe winter storm.
Q1 2026 net sales of $5.97 billion vs. $5.26 billion in Q1 2025; diluted EPS from continuing operations of $0.14 vs. a loss of $0.28
Adjusted operating EPS of $0.15 vs. $0.17 in Q1 2025; adjusted EBITDA of $677 million vs. $689 million
Updated 2026 targets: second-quarter adjusted EBITDA of $520 million to $570 million; full-year adjusted EBITDA of $3.20 billion to $3.50 billion
Received $1.1 billion in net proceeds from the sale of the Global Cellulose Fibers business and paid down $660 million of debt; separation of the EMEA packaging business is ongoing
Crocs reported first-quarter 2026 revenue of $921 million, down 1.7% from a year earlier, and diluted earnings per share of $2.71, down from $2.83. The company raised its full-year 2026 adjusted diluted EPS guidance to $13.20 to $13.75 from $12.88 to $13.35, citing the first-quarter results.
Q1 2026 revenue of $921 million, down 1.7%; direct-to-consumer revenue grew 12.1%, wholesale fell 9.9%
GAAP diluted EPS of $2.71 vs. $2.83; adjusted diluted EPS of $2.99 vs. $3.00
Full-year 2026 adjusted diluted EPS guidance raised to $13.20 to $13.75 from $12.88 to $13.35
Q2 2026 adjusted diluted EPS guidance of $4.15 to $4.35; repurchased $73.6 million of shares from March 31 through April 23, 2026
CNX reported first-quarter 2026 net income of $348.1 million, or $2.18 per diluted share, compared with a net loss of $197.7 million in the first quarter of 2025. The company also lowered its 2026 guidance for Adjusted EBITDAX and free cash flow, citing a lower NYMEX natural gas price assumption, which matters to shareholders because it reduces the cash the company expects to generate this year.
Q1 2026 net income was $348.1 million, or $2.18 per diluted share, versus a net loss of $197.7 million, or $1.34 per share, in Q1 2025.
Total revenue and other operating income was $786.7 million, up from $610.5 million in Q4 2025.
2026 Adjusted EBITDAX guidance was lowered to $1,265 million to $1,315 million from $1,310 million to $1,360 million; free cash flow guidance was lowered to about $525 million from about $550 million.
Q1 2026 included a realized commodity derivative loss of $222 million, and the 2026 NYMEX natural gas price assumption was lowered to $3.64 per MMBtu from $4.07.
Martin Marietta reported first-quarter 2026 revenues of $1.362 billion, up 17%, but net earnings from continuing operations fell 24% to $79 million, with diluted EPS of $1.31 versus $1.70. The company reaffirmed full-year 2026 guidance and agreed on April 19, 2026 to acquire New Frontier Materials, while reported net earnings of $1.513 billion included a $1.4 billion after-tax gain on the QUIKRETE asset exchange.
Revenues rose 17% to $1.362 billion; adjusted EBITDA from continuing operations rose 14% to $364 million.
Adjusted earnings per diluted share from continuing operations were $1.93, up 14%, excluding charges totaling $0.62 per share.
Full-year 2026 adjusted EBITDA guidance of $2.43 billion at the midpoint was reaffirmed.
The New Frontier Materials acquisition is expected to close in the second half of 2026, subject to regulatory approvals.
Bristol Myers Squibb reported first-quarter 2026 revenue of $11.5 billion, up 3% (1% excluding foreign exchange), while non-GAAP earnings per share fell 12% to $1.58 from $1.80. GAAP EPS rose 9% to $1.31, and the company reaffirmed its 2026 guidance, including non-GAAP EPS of $6.05 to $6.35, with results trending toward the upper end of the ranges.
Growth Portfolio revenue rose 12% (9% ex-FX) to $6.2 billion, while Legacy Portfolio revenue fell 6% to $5.3 billion.
Non-GAAP net income attributable to BMS was $3.2 billion ($1.58 per share), down from $3.7 billion ($1.80 per share) a year earlier.
GAAP R&D expenses rose 17% to $2.6 billion, primarily due to IPRD impairment charges, and GAAP gross margin fell to 70.2% from 72.9%.
2026 guidance was reaffirmed with no changes from February: total revenues of about $46.0 billion to $47.5 billion and non-GAAP diluted EPS of $6.05 to $6.35.
Option Care Health reported first quarter 2026 net revenue of $1,350.7 million, up 1.3%, while adjusted EBITDA fell 6.3% to $104.8 million and adjusted diluted EPS was flat at $0.40. The company adjusted its full-year 2026 net revenue guidance to $5.675 billion to $5.775 billion and its cash flow target to at least $320 million, while keeping adjusted EBITDA and adjusted EPS guidance in place, which matters to shareholders because the revenue outlook has changed while profit measures are unchanged.
Q1 2026 net revenue of $1,350.7 million, up 1.3%; GAAP net income of $45.3 million, down 3.0%
Adjusted EBITDA of $104.8 million, down 6.3%; adjusted diluted EPS of $0.40, flat year over year
Full-year 2026 guidance: net revenue $5.675 billion to $5.775 billion; adjusted diluted EPS $1.82 to $1.92; adjusted EBITDA $480 million to $505 million
Cash used in operating activities was $12.1 million in Q1; Company repurchased $17.5 million of stock and expanded its revolving credit facility from $400 million to $850 million
Carrier reported first-quarter 2026 net sales of $5.3 billion, up 2%, but organic sales fell 1% and profit declined sharply, with GAAP operating profit down 59% to $259 million and adjusted EPS down 12% to $0.57. The company reaffirmed its full-year 2026 outlook, including about $3.4 billion of adjusted operating profit and about $2 billion of free cash flow, though the Riello divestiture is now expected to close by the end of the second quarter rather than the first.
Net sales were $5.3 billion, up 2%; organic sales declined 1%, offset by a 3% foreign currency benefit.
GAAP operating profit was $259 million, down 59%; adjusted operating profit was $594 million, down 30%.
GAAP diluted EPS from continuing operations was $0.28, down 40%; adjusted EPS was $0.57, down 12%.
Full-year 2026 guidance was unchanged, with Riello divestiture now expected to close by the end of Q2 2026.
Merck reported first-quarter 2026 sales of $16.3 billion, up 5%, but posted a GAAP loss of $1.72 per share versus earnings of $2.01 a year earlier, driven by a $3.62 per share charge for the acquisition of Cidara Therapeutics. The company raised the midpoint of its full-year 2026 sales range and raised its non-GAAP EPS range to $5.04 to $5.16, but the outlook excludes the expected one-time charge of about $5.8 billion, or about $2.35 per share, tied to the planned Terns Pharmaceuticals acquisition, which is expected to close in May.
Q1 2026 sales were $16.3 billion, up 5% (3% excluding foreign exchange); KEYTRUDA/KEYTRUDA QLEX sales rose 12% to $8.0 billion.
GAAP loss per share was $1.72 and non-GAAP loss per share was $1.28, both including the $3.62 per share Cidara charge; Q1 2025 GAAP EPS was $2.01.
Full-year 2026 sales outlook narrowed to $65.8 billion to $67.0 billion from $65.5 billion to $67.0 billion; non-GAAP EPS outlook raised to $5.04 to $5.16 from $5.00 to $5.15.
Outlook excludes the Terns acquisition, expected to close in May with a one-time charge of about $5.8 billion, or about $2.35 per share.
Cardinal Health reported third-quarter fiscal 2026 revenue of $60.9 billion, up 11%, and non-GAAP diluted EPS of $3.17, up 35%. GAAP diluted EPS fell 20% to $1.69, reflecting a $184 million pre-tax goodwill impairment at its Navista & ION unit, and the company raised and narrowed its fiscal 2026 non-GAAP EPS guidance to $10.70 to $10.80.
Revenue rose 11% to $60.9 billion; GAAP operating earnings fell 30% to $509 million
Non-GAAP diluted EPS rose 35% to $3.17; GAAP diluted EPS fell 20% to $1.69
$184 million pre-tax goodwill impairment in the Navista & ION reporting unit drove the GAAP decline
Fiscal 2026 non-GAAP EPS guidance raised and narrowed to $10.70 to $10.80; the company also completed an additional $250 million share repurchase, bringing its fiscal 2026 total to $1.0 billion
Granite reported first-quarter 2026 revenue of $912 million, up 30% from a year earlier, and raised its 2026 revenue guidance to $5.2 billion to $5.4 billion. The GAAP net loss widened to $42 million, but adjusted diluted EPS rose to $0.26 from $0.01, and the company said it completed the Kenny Seng Construction acquisition on April 23, 2026.
Q1 revenue was $912 million, up from $700 million; net loss attributable to Granite was $42 million, or $(0.96) per diluted share, versus $34 million, or $(0.77), a year earlier
Adjusted diluted EPS was $0.26 versus $0.01; adjusted EBITDA rose 106% to $58 million
2026 revenue guidance raised to $5.2 billion to $5.4 billion from $4.9 billion to $5.1 billion; adjusted EBITDA margin guidance raised to 12.25% to 13.25%
Contracted backlog (CAP) reached a record $7.2 billion, including $640 million of U.S. Customs and Border Protection tactical infrastructure projects
Group 1 Automotive reported first quarter 2026 results on April 30, 2026. Total revenue fell 1.8% to $5.4 billion, and GAAP diluted earnings per share from continuing operations rose to $10.82, but that figure includes a $2.87 per share gain on asset dispositions; adjusted diluted EPS, a non-GAAP measure, fell to $8.66 from $10.17. Management cited persistently high interest rates and elevated vehicle and gasoline prices, and said it has started cost actions including staffing reductions.
Total revenues were $5.4 billion, compared with $5.5 billion in the first quarter of 2025.
Diluted EPS from continuing operations was $10.82, up from $9.64, including a $2.87 per share benefit from a gain on asset dispositions.
Adjusted diluted EPS from continuing operations was $8.66, down from $10.17; adjusted net income was $104.0 million versus $134.7 million.
The company repurchased 205,190 shares for $72.4 million and had $306.3 million remaining under its repurchase authorization as of March 31, 2026.
Smurfit Westrock reported first-quarter 2026 net sales of $7,712 million, up from $7,656 million a year earlier, but net income fell to $63 million from $382 million and Adjusted EBITDA fell to $1,076 million from $1,252 million. The company re-affirmed its full-year 2026 Adjusted EBITDA outlook of $5.0 billion to $5.3 billion and expects second-quarter Adjusted EBITDA of $1.1 billion to $1.2 billion, while a review of its London Stock Exchange listing could lead to delisting.
Net sales rose to $7,712 million from $7,656 million; basic EPS was $0.12 versus $0.74 a year earlier
Adjusted EBITDA was $1,076 million, with a 14.0% margin, versus $1,252 million and 16.4% a year earlier
Adverse weather reduced Net Income and Adjusted EBITDA by $65 million, mainly in North America
Full-year 2026 Adjusted EBITDA outlook of $5.0 billion to $5.3 billion was re-affirmed; LSE listing review is expected to finish in May 2026
CRH reported first quarter 2026 total revenues of $7.4 billion, up 9% from $6.8 billion a year earlier, and adjusted EBITDA of $0.6 billion, up 18%. The net loss widened to $0.2 billion from $0.1 billion, with diluted loss per share of $0.27 versus $0.15, driven by higher depreciation, impairment charges and interest expense; the company reaffirmed its 2026 guidance.
Total revenues were $7.4 billion, up 9% from $6.8 billion in Q1 2025.
Net loss was $0.2 billion versus $0.1 billion a year earlier; diluted loss per share was $0.27 versus $0.15.
Adjusted EBITDA was $0.6 billion, up 18%; 2026 guidance reaffirmed at net income of $3.9 billion to $4.1 billion and adjusted EBITDA of $8.1 billion to $8.5 billion.
Quarterly dividend of $0.39 per share, up 5%; an additional $0.3 billion share buyback tranche to be completed no later than July 28, 2026.
Axalta reported first-quarter 2026 results on April 30, 2026. Net sales were $1.25 billion, down $8 million year over year, and net income fell $8 million to $91 million, with diluted EPS of $0.42 versus $0.45, though adjusted EBITDA of $259 million was slightly above the company's first-quarter guidance. The company also gave full-year 2026 adjusted EBITDA guidance of $1.14 billion to $1.17 billion and said it remains on track for the proposed merger of equals with AkzoNobel.
Net sales of $1.25 billion, down $8 million year over year; net income of $91 million versus $99 million in Q1 2025
Diluted EPS of $0.42 versus $0.45; adjusted diluted EPS of $0.56, down $0.03 year over year
Adjusted EBITDA of $259 million, down $11 million, with a 20.6% margin; operating cash flow of $68 million, up $42 million
Full-year 2026 guidance: adjusted EBITDA $1.14 billion to $1.17 billion; adjusted diluted EPS $2.55 to $2.70; Q2 2026 adjusted EBITDA $280 million to $290 million
California Water Service Group reported first-quarter 2026 net income of $4.0 million, or $0.07 per diluted share, down from $13.3 million, or $0.22, a year earlier, while revenue rose to $214.6 million from $204.0 million. The company said results do not include any benefit from its 2024 California general rate case, for which the CPUC issued a revised proposed decision on April 29, 2026, with a final decision expected April 30, 2026 or shortly after.
Operating revenue was $214.6 million versus $204.0 million; operating expenses were $196.4 million versus $181.6 million.
Water production costs rose $8.3 million, primarily due to higher wholesale water rates.
The revised proposed decision authorizes additional revenue of $90.5 million in 2026 (10.9%), $43.2 million in 2027 and $48.9 million in 2028.
The Board declared a quarterly dividend of $0.3350 per share, payable May 22, 2026 to holders of record May 11, 2026.
Pilgrim's Pride reported first-quarter 2026 results for the period ended March 29, 2026. Net sales rose 1.6% to $4.5 billion, but GAAP EPS fell to $0.43 from $1.24 and Adjusted EBITDA dropped 42.2% to $308.1 million, which the company linked to plant downtime, weather disruptions, weaker commodity fundamentals and lower Mexico margins. For shareholders, the sales gain did not offset the sharp decline in profitability.
Net sales of $4.5 billion ($4,532.6 million), up 1.6% from $4.46 billion a year earlier
GAAP EPS of $0.43 versus $1.24; GAAP operating income of $162.6 million versus $404.5 million
Adjusted EBITDA of $308.1 million with a 6.8% margin, versus $533.2 million and 12.0% a year earlier; Adjusted EPS of $0.51 versus $1.31
Conference call to discuss results on April 30, 2026 at 7 a.m. MT (9 a.m. ET)
Acadia Healthcare reported first-quarter 2026 revenue of $828.8 million, up 7.6% from a year earlier, but reported and adjusted earnings per diluted share both fell. The company raised its full-year 2026 adjusted EBITDA and adjusted EPS guidance and issued second-quarter guidance, which matters to shareholders because the higher outlook is set against lower quarterly per-share earnings.
Revenue was $828.8 million, up 7.6%; same-facility revenue rose 7.3%
Reported EPS was $0.05 versus $0.09; adjusted EPS was $0.37 versus $0.40
Full-year 2026 adjusted EBITDA guidance raised to $580 to $615 million from $575 to $610 million
Full-year adjusted EPS guidance raised to $1.35 to $1.60 from $1.30 to $1.55; second-quarter revenue guidance is $835 to $850 million
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