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).
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.
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
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.
InterDigital reported first-quarter 2026 revenue of $205.4 million, down 2% from a year earlier, and diluted EPS of $2.14 versus $3.45. The company said revenue, adjusted EBITDA and EPS exceeded the top end of its guidance and reaffirmed its full-year 2026 outlook. For shareholders, the quarter's year-over-year declines in profit and catch-up revenue were offset in part by growth in recurring revenue and the unchanged full-year guidance.
Revenue was $205.4 million versus $210.5 million a year earlier; catch-up revenue was $63.6 million versus $84.8 million.
Net income was $75.3 million versus $115.6 million; diluted EPS was $2.14 versus $3.45.
Annualized recurring revenue rose 13% to $567.2 million, with smartphone ARR up 18% to $491.8 million.
Full-year 2026 revenue guidance of $675 million to $775 million was reaffirmed; second-quarter revenue guidance is $139 million to $143 million.
ConocoPhillips reported first-quarter 2026 earnings of $2.2 billion, or $1.78 per share, down from $2.8 billion, or $2.23 per share, a year earlier. Adjusted earnings were $2.3 billion, or $1.89 per share, versus $2.7 billion, or $2.09 per share, as lower gas prices in the Permian and lower volumes outweighed lower costs. The company also updated its 2026 production and capital guidance and declared a $0.84 per share second-quarter dividend.
Q1 2026 earnings $2.2 billion ($1.78 per share) vs. $2.8 billion ($2.23 per share) in Q1 2025
Q1 2026 total company production of 2,309 MBOED, down 80 MBOED from a year earlier
Full-year 2026 production guidance of 2.295 to 2.325 MMBOED; 2026 capital spending expected at $12 to $12.5 billion
Second-quarter ordinary dividend of $0.84 per share, payable June 1, 2026, to holders of record on May 11, 2026
OneWater Marine reported fiscal second quarter 2026 results for the period ended March 31, 2026, with revenue down 8.5% to $442.3 million and a GAAP net loss of $12.9 million, or $(0.78) per diluted share, versus a $(0.02) loss a year earlier. The company maintained its fiscal 2026 outlook and repaid $56.6 million of debt using proceeds from the sale of Ocean Bio-Chem, which cut its adjusted long-term net debt ratio to 4.1 times trailing adjusted EBITDA.
Total revenue was $442.3 million versus $483.5 million a year earlier; same-store sales fell 8%.
GAAP net loss was $12.9 million, or $(0.78) per diluted share, including a $5.8 million non-cash trade name impairment; adjusted diluted loss per share was $(0.34) versus adjusted earnings of $0.13.
Gross profit margin rose 110 basis points to 23.9%, while adjusted EBITDA was $16.3 million versus $17.9 million.
Fiscal 2026 guidance was maintained: total revenue of $1.78 billion to $1.88 billion and adjusted EBITDA of $60 million to $80 million.
DTE Energy reported first-quarter 2026 reported earnings of $247 million, or $1.19 per diluted share, down from $445 million, or $2.14, a year earlier. Operating earnings were $407 million, or $1.95 per share, versus $436 million, or $2.10, in the first quarter of 2025, and the company confirmed 2026 operating EPS guidance of $7.59 to $7.73 while citing a Google data center agreement as a source of future upside.
Reported Q1 2026 earnings were $247 million, or $1.19 per diluted share, compared with $445 million, or $2.14, in Q1 2025.
Operating earnings were $407 million, or $1.95 per share, compared with $436 million, or $2.10, a year earlier.
2026 operating EPS guidance of $7.59 to $7.73 was confirmed, not changed.
The company targets equity issuances of $500 million to $600 million annually for 2026 through 2028.
CNH Industrial reported first-quarter 2026 net income of $10 million, or $0.01 per diluted share, down from $132 million, or $0.10, a year earlier. Revenue was flat at $3.83 billion, and the company reaffirmed its full-year 2026 outlook, including adjusted diluted EPS of $0.35 to $0.45. The sharp profit decline, driven by weak agriculture demand, tariffs and higher costs, matters to shareholders because it shows earnings pressure that the reaffirmed guidance has not yet reversed.
Q1 2026 net income $10 million vs $132 million in Q1 2025; adjusted net income $21 million
Adjusted EBIT of Industrial Activities was -$45 million vs $101 million; Agriculture adjusted EBIT $27 million vs $139 million
Net cash provided by operating activities $35 million vs $162 million a year earlier
2026 outlook reaffirmed, including Industrial Activities free cash flow of $150 million to $350 million
US Lime & Minerals reported first quarter 2026 revenue of $87.8 million, down 3.7% from $91.3 million a year earlier, as lower sales volumes offset higher steel demand. Net income fell 10.4% to $30.6 million, or $1.06 per diluted share, from $34.1 million, or $1.19 per diluted share, in the prior-year quarter. The board also declared a regular quarterly cash dividend of $0.06 per share.
Revenue $87.8 million vs. $91.3 million in Q1 2025; the company said it was the first year-over-year revenue decrease since the COVID pandemic began in 2020
Gross profit $41.8 million vs. $46.2 million, citing lower revenue and higher fuel and transportation costs
Net income $30.6 million ($1.06 per diluted share) vs. $34.1 million ($1.19 per diluted share)
Quarterly dividend of $0.06 per share payable June 12, 2026, to holders of record on May 22, 2026; new Texas kiln expected to start up this summer
Beacon Financial reported first-quarter 2026 net income of $46.2 million, or $0.55 per share, down from $53.4 million, or $0.64 per share, in the fourth quarter of 2025 but up from $19.1 million in the first quarter of 2025. The company said results reflect the merger with Brookline Bancorp and that they may not be directly comparable with prior periods; its board also approved a $0.3225 quarterly dividend and a $50 million stock buyback, subject to regulatory approval.
Net interest income fell to $190.8 million from $199.7 million in the fourth quarter of 2025; net interest margin was 3.78%, down from 3.82%.
Nonperforming assets rose to $151.2 million from $116.7 million at December 31, 2025, largely from a $17.5 million Boston office property and $8.9 million in two New York City multi-family properties.
Quarterly dividend of $0.3225 per share is payable May 29, 2026 to stockholders of record on May 15, 2026.
Management will hold a conference call at 1:30 PM Eastern Time on April 30, 2026.
FMC reported first-quarter 2026 revenue of $759 million, down 4% from a year earlier, and a GAAP net loss of $281 million, compared with a $16 million loss in the prior-year quarter. Adjusted EBITDA fell 40% to $72 million, and the company reaffirmed its full-year 2026 guidance, which calls for a 17% decline in Adjusted EBITDA at the midpoint. The filing also says FMC is evaluating strategic alternatives, with no assurance that the process will result in a transaction.
Q1 2026 revenue was $759 million, down 4% versus Q1 2025; organic revenue declined 9%.
GAAP loss was $2.25 per diluted share versus a $0.12 loss a year earlier; the period included a $124.7 million non-GAAP tax adjustment tied to valuation allowances.
Adjusted loss per diluted share was $0.23, versus Adjusted earnings of $0.18 per share a year earlier.
Full-year 2026 guidance was reaffirmed: revenue excluding India of $3.60 billion to $3.80 billion and Adjusted EBITDA of $670 million to $730 million. Second-quarter revenue is guided to $850 million to $900 million.
Ethan Allen reported fiscal 2026 third-quarter results for the quarter ended March 31, 2026, with net sales down 4.8% year over year to $135.8 million and GAAP diluted EPS of $0.23, down from $0.37. The company cited lower State Department business, weaker international sales, and a sluggish home furnishings market, and its Board declared a regular quarterly dividend of $0.39 per share payable May 27, 2026.
Consolidated net sales were $135.8 million versus $142.7 million a year earlier; wholesale net sales fell to $84.9 million from $99.0 million.
GAAP diluted EPS was $0.23 versus $0.37; adjusted diluted EPS was $0.24 versus $0.38, and GAAP operating margin was 4.8% versus 7.7%.
Operating cash flow was $15.1 million versus $10.2 million a year ago; the company reported no outstanding debt and $180.9 million in cash and investments.
The Board declared a $0.39 per share regular quarterly dividend on April 28, 2026, payable May 27, 2026 to holders of record as of May 13, 2026.
Employers Holdings reported first-quarter 2026 net income of $10.2 million ($0.52 per diluted share), down 20% from $12.8 million a year earlier, while adjusted net income fell to $10.3 million ($0.53 per diluted share) from $21.3 million ($0.87). Gross premiums written fell 14.8% to $180.8 million, and the GAAP combined ratio rose to 107.1% from 102.0%. The Board also raised the quarterly dividend 6.25% to $0.34 per share and authorized a new repurchase program of up to $125.0 million through December 31, 2027.
Net income $10.2 million ($0.52 diluted EPS) vs. $12.8 million ($0.52) in Q1 2025; adjusted net income $10.3 million ($0.53) vs. $21.3 million ($0.87)
Gross premiums written $180.8 million, down 14.8%; net premiums earned $180.9 million, down 1.1%
Loss and LAE ratio rose to 71.4% from 66.0%; GAAP combined ratio 107.1% vs. 102.0%
Dividend of $0.34 per share payable May 27, 2026 to holders of record May 13, 2026; new $125.0 million buyback runs from May 4, 2026 through December 31, 2027
UFP Industries reported first quarter 2026 net sales of $1.46 billion, down 8% from a year earlier, and diluted earnings per share of $0.89 versus $1.30. Management said 2026 demand is likely to be toward the lower end of prior guidance, which matters to shareholders because it signals weaker near-term results than previously expected.
Net sales were $1.46 billion, down 8% from $1.6 billion, with organic units down 7% and selling prices down 1%
Net earnings attributable to controlling interests were $51 million versus $79 million; adjusted EBITDA was $111.4 million, a 7.6% margin versus 8.9%
Free cash flow was $87 million, used to repurchase nearly $30 million of shares; the company also declared a $0.36 quarterly dividend payable June 15, 2026
Management expects 2026 overall demand toward the lower end of prior guidance, which called for flat to slightly down units
Green Brick Partners reported first-quarter 2026 net income of $60.9 million, or $1.39 per diluted share, down from $75.1 million, or $1.67, a year earlier. The company also said it will restate prior-period revenue to reclassify closing cost incentives, which lowers reported revenue but does not change net income, EPS, or cash flow.
Q1 2026 net income attributable to Green Brick was $60.9 million, down 18.8% from $75.1 million; diluted EPS was $1.39 versus $1.67.
Homebuilding revenues fell 5.9% to $456.0 million; homebuilding gross margin was 28.9% versus 32.1%.
The company will restate audited 2023-2025 income statements and unaudited 2024-2025 quarterly results to reduce residential units revenue and cost of residential units.
Series A preferred dividend of $0.35938 per depositary share is payable June 15, 2026 to holders of record on June 1, 2026.
Qualcomm reported fiscal second-quarter 2026 revenue of $10.6 billion, down 3% from a year earlier, and non-GAAP diluted EPS of $2.65, down 7%. GAAP diluted EPS of $6.88 was inflated by a $5.7 billion income tax benefit, or $5.33 per share, from releasing a valuation allowance. For third-quarter fiscal 2026, the company guided to revenue of $9.2 billion to $10.0 billion and non-GAAP diluted EPS of $2.10 to $2.30, both below the second-quarter levels.
Q2 revenue $10,599 million vs. $10,979 million a year earlier (down 3%); QCT Handsets fell 13% while QCT Automotive rose 38% to $1,326 million
GAAP diluted EPS $6.88 vs. $2.52 a year earlier, driven by the $5.7 billion tax benefit; non-GAAP diluted EPS $2.65 vs. $2.85 (down 7%)
Q3 fiscal 2026 guidance: revenue $9.2 billion to $10.0 billion; non-GAAP diluted EPS $2.10 to $2.30, citing memory supply constraints and pricing affecting handset OEM demand
Returned $3.7 billion to stockholders in Q2, and announced a new $20 billion share repurchase authorization; Investor Day is scheduled for June 24
Penske Automotive Group reported first quarter 2026 results, with revenue of $7.9 billion, down from $8.0 billion a year earlier. GAAP net income attributable to common stockholders fell 9.0% to $234.5 million, and adjusted net income decreased 16% to $200.6 million, which the company attributed to a difficult prior-year comparison and challenging market conditions. The company also completed acquisitions and repurchased shares during the quarter.
Revenue $7.9 billion vs. $8.0 billion; GAAP EPS $3.56 vs. $3.86 a year earlier
Adjusted net income $200.6 million (down 16%); adjusted EPS $3.05 (down 15%)
Retail commercial truck revenue fell to $694.6 million from $823.7 million; the company cited weak freight demand in late 2025
Acquired two Lexus dealerships in Orlando, expected to add $450 million in annualized revenue; repurchased 170,393 shares for $26.4 million
Old Dominion Freight Line reported first quarter 2026 results, with total revenue of $1.33 billion, down 2.9% from a year earlier, and diluted earnings per share of $1.14, down 4.2%. The operating ratio rose to 76.2% from 75.4%, and management attributed the decline to lower revenue and higher overhead costs as a percent of revenue.
Total revenue was $1,334.7 million, down 2.9% from $1,374.9 million in Q1 2025; net income was $238.3 million, down 6.4%
Operating income was $317.3 million, down 6.1%, and the operating ratio increased 80 basis points to 76.2%
LTL tons per day fell 7.7% while LTL revenue per hundredweight, excluding fuel surcharges, rose 4.4%
The company used $88.1 million for share repurchases and paid $60.5 million in cash dividends in the quarter; the dividend declared was $0.29 per share
Smith Douglas Homes reported first quarter 2026 home closing revenue of $206.4 million, down 8% from a year earlier, with 624 closings and diluted earnings of $0.06 per share versus $0.30. Home closing gross margin fell to 19.6% from 23.8%, and debt-to-book capitalization rose to 13.6% from 9.0% at December 31, 2025. Net new orders rose 28% to 981, which may support future closings, but the filing gives no guidance.
Home closing revenue fell 8% to $206.4 million; home closings fell 7% to 624.
Diluted EPS was $0.06 versus $0.30; income before income taxes was $4.3 million versus $19.6 million.
Net new home orders rose 28% to 981; backlog homes rose 10% to 869.
Debt-to-book capitalization was 13.6% versus 9.0% at December 31, 2025; notes payable were $68.5 million.
Parsons reported first quarter 2026 results for the quarter ended March 31, 2026. Revenue fell 4% to $1.5 billion and net income attributable to Parsons fell 20% to $53 million, while adjusted EBITDA rose 1% to $151 million. The company reiterated its fiscal 2026 revenue, adjusted EBITDA and operating cash flow guidance ranges.
Q1 2026 revenue of $1.5 billion, down $63 million or 4% year over year; organic revenue down 8%
GAAP diluted EPS of $0.49 versus $0.60 a year earlier; adjusted diluted EPS of $0.79 versus $0.78
Adjusted EBITDA of $151 million, up 1%; total backlog a record $9.3 billion
Fiscal 2026 guidance reiterated: revenue $6,500 million to $6,800 million, adjusted EBITDA $615 million to $675 million
Avantor reported first-quarter 2026 results, with net sales of $1,581.4 million, flat from a year earlier, but a 4.1% organic decline after a positive currency effect of 4.1%. Net income fell to $43.3 million from $64.5 million, and diluted GAAP EPS dropped to $0.06 from $0.09, so shareholders saw lower profit on flat revenue. The company reaffirmed its fiscal 2026 guidance from February 11, 2026.
Net sales were $1,581.4 million, flat year over year; organic sales declined 4.1%.
Net income was $43.3 million versus $64.5 million; diluted GAAP EPS was $0.06 versus $0.09.
Adjusted EPS was $0.17 versus $0.23; adjusted EBITDA was $219.4 million versus $269.5 million.
Avantor reaffirmed fiscal 2026 guidance first given on February 11, 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
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.
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
NOV reported first-quarter 2026 revenue of $2.05 billion, down 2% from a year earlier, and net income of $19 million, or $0.05 per diluted share, versus $73 million, or $0.19, in the first quarter of 2025. The company estimated the Middle East conflict reduced revenue by $54 million and Adjusted EBITDA by $32 million, and guided to second-quarter revenue down 4% to 6% year over year and Adjusted EBITDA of $185 million to $215 million.
Revenue of $2.05 billion, down 2% year over year; Energy Products and Services revenue fell 10% to $897 million
Net income of $19 million, or $0.05 per diluted share, compared with $73 million, or $0.19, a year earlier
Adjusted EBITDA of $177 million, down from $252 million; the Middle East impact was estimated at $32 million
Second-quarter 2026 outlook: revenue down 4% to 6% year over year; Adjusted EBITDA of $185 million to $215 million
Itron reported first-quarter 2026 revenue of $587 million, down 3% from a year earlier, as portfolio optimization and project timing reduced sales. GAAP diluted EPS fell to $1.18 from $1.42, and non-GAAP diluted EPS fell to $1.49 from $1.52, though adjusted EBITDA rose 5% to $92 million and free cash flow rose to $79 million. For the second quarter of 2026, Itron guided to revenue of $560 million to $570 million and non-GAAP diluted EPS of $1.25 to $1.35.
Q1 2026 revenue was $587 million, down 3%; Networked Solutions revenue fell 13% and Outcomes revenue rose 22%.
GAAP net income attributable to Itron was $53 million, or $1.18 per diluted share, versus $65 million, or $1.42, a year earlier.
Adjusted gross margin rose to 40.7% from 35.8%; free cash flow was $79 million, up from $67 million.
Q2 2026 outlook: revenue of $560 million to $570 million and non-GAAP diluted EPS of $1.25 to $1.35.
Watsco reported first-quarter 2026 revenue flat at $1.53 billion, with operating income down 2% to $110 million and diluted EPS down 3% to $1.87. The company also agreed to acquire Jackson Supply Company, a Sunbelt HVAC distributor with $230 million in annual sales, with closing expected in the second quarter of 2026.
Revenues were flat at $1.53 billion; gross profit was flat at $428 million, with gross margin at 27.9% versus 28.1% a year earlier
Diluted EPS was $1.87 versus $1.93 in the first quarter of 2025; operating income was $110 million versus $112 million
Jackson Supply Company has annual sales of $230 million and is expected to close in the second quarter of 2026, pending customary closing conditions
Cash used in operations was $19 million versus $178 million a year earlier; the annual dividend was raised 10% to $13.20 per share in April 2026
UPS reported first-quarter 2026 revenue of $21.2 billion, down 1.6% from a year earlier, and operating profit of $1.27 billion, down 23.9%. Diluted EPS was $1.02 versus $1.40 a year earlier, and the company reaffirmed its full-year 2026 targets of about $89.7 billion in revenue and a non-GAAP adjusted operating margin of about 9.6%. For shareholders, profit fell sharply in the quarter, though the outlook was held steady.
Revenue $21.2 billion vs. $21.5 billion in Q1 2025; U.S. Domestic Package revenue fell 2.3% on lower volume
GAAP operating profit $1.27 billion vs. $1.67 billion; non-GAAP adjusted operating profit $1.32 billion vs. $1.76 billion
Diluted EPS $1.02 vs. $1.40 (GAAP); non-GAAP adjusted diluted EPS $1.07 vs. $1.49, including $42 million after-tax transformation charges
2026 guidance reaffirmed: revenue of about $89.7 billion, adjusted operating margin of about 9.6%, capital expenditures of about $3.0 billion
Norfolk Southern reported first-quarter 2026 results on April 24, 2026. Reported diluted earnings per share fell 27% to $2.43, and income from railway operations fell 23% to $877 million, reflecting a $185 million Eastern Ohio incident recovery in the prior-year quarter and $52 million in merger-related expenses. Excluding those items, adjusted EPS was $2.65, down 1%, and revenue was flat at $3.0 billion.
Railway operating revenues were $3.0 billion, up $5 million, or flat, on a 1% volume decline.
Income from railway operations was $877 million, down $269 million, or 23%; operating ratio was 70.7% versus 61.7% a year earlier.
Diluted EPS was $2.43 versus $3.31 in the first quarter of 2025; adjusted diluted EPS was $2.65 versus $2.69.
The company did not repurchase any shares in the first quarter of 2026, compared with $250 million of repurchases in the same period of 2025.
Alpha Metallurgical Resources reported preliminary first-quarter 2026 results showing a net loss of $11.0 million, or $0.86 per diluted share, and Adjusted EBITDA of $30.0 million. The company attributed the results to a planned month-long outage at Dominion Terminal Associates, higher costs, and elevated diesel prices, and said consensus expectations did not reflect these factors. Shareholders will get definitive results on May 8, 2026, and the figures remain preliminary and subject to change.
Net loss of $11.0 million, or $0.86 per diluted share, for the quarter ended March 31, 2026
Adjusted EBITDA of $30.0 million; Met segment sold 3.6 million tons at $124.39 per ton realization versus $107.98 per ton cost of coal sales
Cash and cash equivalents of $317.2 million and total liquidity of $476.2 million as of March 31, 2026, with no borrowings under the ABL
Definitive first-quarter results and conference call scheduled for May 8, 2026
Western Union reported first-quarter 2026 GAAP revenue of $983 million, flat from the prior year, while adjusted revenue fell 1%. GAAP diluted EPS dropped to $0.20 from $0.36 as operating margin narrowed to 13% from 18%, and the company reaffirmed its full-year 2026 outlook. For shareholders, the quarter shows lower profit despite growth in Consumer Services and Branded Digital, and the outlook assumes the pending Intermex acquisition closes in the second quarter of 2026.
GAAP revenue of $983 million, flat versus the prior year; adjusted revenue down 1%
GAAP diluted EPS of $0.20 versus $0.36; adjusted EPS of $0.25 versus $0.41
Operating margin of 13% versus 18%; Consumer Services revenue up 24% on a GAAP basis
2026 outlook reaffirmed: GAAP EPS of $1.50 to $1.60, assuming the Intermex deal closes in Q2 2026
Charter Communications reported first-quarter 2026 results for the three months ended March 31, 2026. Revenue, net income attributable to Charter shareholders, Adjusted EBITDA and free cash flow all declined year over year, while net income per basic share rose to $9.27 from $8.59 on an 11.4% lower share count after share repurchases.
Total revenue was $13.6 billion, down 1.0% year over year, driven mainly by lower residential video revenue.
Net income attributable to Charter shareholders was $1.2 billion, down 4.4%; Adjusted EBITDA was $5.6 billion, down 2.2%.
Net income per basic share was $9.27 versus $8.59, helped by an 11.4% decrease in basic weighted average shares.
Internet customers fell by 120,000 in the quarter, while total mobile lines rose by 368,000 to 12.1 million; the company repurchased 4.3 million shares for $963 million.
Hilltop Holdings reported first-quarter 2026 income attributable to common stockholders of $37.8 million, or $0.64 per diluted share, down from $42.1 million, or $0.65 per diluted share, a year earlier. The board declared a $0.20 quarterly cash dividend, up from $0.18 in the prior-year quarter, and the company said uncertain economic conditions are expected to continue to adversely affect its operating results for the rest of 2026.
Income attributable to common stockholders was $37.8 million, or $0.64 per diluted share, versus $42.1 million, or $0.65, in Q1 2025.
Total noninterest income was $188.4 million, down 11.7% from $213.3 million in Q1 2025.
Net interest margin rose to 3.13% from 3.02% in Q4 2025.
The $0.20 dividend is payable May 22, 2026, to holders of record on May 8, 2026; the company repurchased shares for $47.5 million in the quarter.
Marten Transport reported first-quarter 2026 net income of $1.4 million, or 2 cents per diluted share, down from $4.3 million, or 5 cents, a year earlier. Operating revenue fell 8.8% to $203.5 million, and the company said winter storms and higher diesel prices weighed on results, while its intermodal business, sold in 2025, no longer contributes revenue.
Operating revenue was $203.5 million, compared with $223.2 million in the first quarter of 2025, a decline of 8.8%.
Operating income was $1.6 million, compared with $5.9 million a year earlier.
Dedicated segment revenue fell 13.8% to $63.5 million, and the consolidated operating ratio rose to 99.2% from 97.4%.
The company declared a dividend of $0.06 per common share, unchanged from the prior-year quarter.
Robert Half reported first-quarter 2026 revenue of $1.300 billion, down from $1.352 billion a year earlier, and net income of $14 million, or $0.14 per share, versus $17 million, or $0.17 per share. Management said revenue fell 6% on an adjusted basis and that talent solutions posted a second straight quarter of positive sequential growth on a same-day constant currency basis. The release does not include an updated full-year outlook, so shareholders get no new forward-looking figures from this filing.
Revenue was $1.300 billion for the quarter ended March 31, 2026, versus $1.352 billion a year earlier, a 4% decline on a reported basis and 6% on an adjusted basis.
Net income was $14 million ($0.14 per diluted share), compared with $17 million ($0.17 per share) in the first quarter of 2025.
Protiviti revenue was $466 million, down from $477 million, and total talent solutions revenue was $725 million, down from $763 million.
MarineMax reported fiscal 2026 second-quarter results for the period ended March 31, 2026, with revenue of $527.4 million, down from $631.5 million a year earlier, and a net loss of $2.6 million, or $0.12 per share, compared with net income of $3.3 million, or $0.14 per diluted share, in the prior-year quarter. The company reaffirmed its fiscal 2026 guidance of Adjusted EBITDA of $110 million to $125 million and adjusted net income of $0.40 to $0.95 per diluted share, so shareholders face weaker recent results while the outlook is unchanged.
Revenue was $527.4 million, versus $631.5 million in the prior-year quarter, with same-store sales down 15%.
Net loss was $2.6 million, or $0.12 per share; adjusted net income was $0.9 million, or $0.04 per diluted share, versus $5.5 million, or $0.24, a year earlier.
Gross profit margin rose to 34.4% from 30%, which management attributed to higher-margin businesses.
Fiscal 2026 guidance was reaffirmed: Adjusted EBITDA of $110 million to $125 million and adjusted net income of $0.40 to $0.95 per diluted share.
PulteGroup reported first-quarter 2026 net income of $347 million, or $1.79 per diluted share, down from $523 million, or $2.57 per share, a year earlier. Home sale revenues fell 12% to $3.3 billion as closings dropped 7% and gross margin narrowed to 24.4% from 27.5% due to higher incentives. The board also approved a $1.5 billion increase in the share repurchase authorization, bringing the remaining authorization to $2.1 billion.
Net new orders rose 3% to 8,034 homes valued at $4.6 billion, while the average sales price fell 5% to $542,000.
Home sale gross margin was 24.4%, compared with 27.5% a year earlier; SG&A expense was 11.5% of home sale revenues versus 10.5%.
The company repurchased $308 million of common shares in the quarter, and its board approved a $1.5 billion increase in the repurchase authorization effective April 22, 2026.
Quarter-end backlog was 10,427 homes valued at $6.5 billion; debt-to-capital ratio rose to 12.3% from 11.2%.
Dow Inc. reported a first-quarter 2026 GAAP net loss of $445 million, compared with a $290 million loss a year earlier, on net sales of $9.8 billion, down 6%. Operating EBIT fell $76 million to $154 million, and operating earnings per share were a loss of $0.14 versus earnings of $0.02, with lower prices cited as the main driver. Operating cash flow rose to $1.1 billion, mainly due to a payment received from NOVA Chemicals, while the company paid $252 million in dividends.
Net sales were $9.8 billion, down 6% year-over-year; local price fell 7% and volume fell 2%.
GAAP loss per share was $0.74 versus $0.44 a year earlier; significant items totaled $0.60 per share, including a Sadara guarantee liability adjustment.
Cash provided by operating activities from continuing operations was $1.1 billion, up $1.0 billion, driven by the NOVA Chemicals payment and working capital improvements.
Dividends paid to shareholders totaled $252 million in the quarter.
Lockheed Martin reported first quarter 2026 sales of $18.0 billion, flat from a year earlier, while net earnings fell to $1.5 billion, or $6.44 per share, from $1.7 billion, or $7.28 per share. Free cash flow was negative $291 million, compared with $955 million a year earlier, and the company reaffirmed its 2026 full-year outlook, which calls for sales of $77.5 billion to $80.0 billion and diluted EPS of $29.35 to $30.25.
Sales of $18,021 million vs $17,963 million a year earlier
Net earnings of $1,488 million, or $6.44 per share, vs $1,712 million, or $7.28 per share
Business segment operating profit fell $262 million, or 13%, to $1,823 million, mainly on lower profit booking rate adjustments at Aeronautics
Reaffirmed 2026 outlook: free cash flow of $6.5 billion to $6.8 billion
Patterson-UTI reported first-quarter 2026 revenue of $1.1 billion and a net loss attributable to common stockholders of $25 million, compared with net income of $1 million in the first quarter of 2025 and revenue of $1.28 billion. The company guided to second-quarter adjusted gross profit of about $130 million for Drilling Services and about $105 million for Completion Services, and declared a $0.10 quarterly dividend.
Q1 2026 revenue of $1.1 billion, versus $1.28 billion in Q1 2025 and $1.15 billion in Q4 2025
Net loss attributable to common stockholders of $25 million ($0.06 per diluted share), versus net income of $1 million in Q1 2025
Adjusted EBITDA of $205 million, versus $251 million in Q1 2025
Q2 2026 guidance: Drilling Services adjusted gross profit about $130 million; Completion Services about $105 million; quarterly dividend of $0.10 per share payable June 15, 2026
NewMarket reported first quarter 2026 results showing lower net income, earnings per share and net sales than a year earlier. Petroleum additives shipments fell 7%, and specialty materials operating profit dropped to $12.4 million from $23.2 million. The company repurchased $125.6 million of stock and declared $3.00 per share in dividends, up from $2.75 a year earlier.
Net income was $118.1 million, or $12.62 per share, versus $125.9 million, or $13.26 per share, in Q1 2025.
Net sales were $669.7 million, compared with $700.9 million a year earlier.
Petroleum additives operating profit was $135.0 million, down from $142.1 million, on a 7% decline in shipments.
Stock repurchases totaled $125.6 million in the quarter, and cash dividends declared rose to $3.00 per share from $2.75.
Perrigo furnished recast financial information under three new product-category segments, replacing its geographic structure, with the change effective in the first quarter of 2026. The recast data show 2025 consolidated net sales of $4,253.1 million, down from $4,373.4 million in 2024, and a reported 2025 operating loss of $1,122.2 million driven by a fourth-quarter impairment charge of $1,358.5 million.
Reported operating loss of $1,122.2 million for full-year 2025, including a fourth-quarter loss of $1,287.2 million.
Fourth-quarter 2025 impairment charges of $1,358.5 million, including a goodwill impairment charge of $1.3 billion.
Consolidated adjusted operating income of $622.3 million for 2025; consolidated net sales of $4,253.1 million versus $4,373.4 million in 2024.
Segment change announced February 26, 2026; new segments are Self Care, Specialty Care, Infant Formula, and All Other. The company states the change has no impact on historical consolidated results.
Meritage Homes reported first quarter 2026 net earnings of $55 million, or $0.82 per diluted share, down 55% from $123 million, or $1.69 per share, a year earlier. Home closing revenue fell 17% to $1.1 billion on 13% fewer closings, and home closing gross margin dropped to 17.5% from 22.0%. The company also updated its full-year 2026 guidance, saying home closing volume and revenue are expected to be at or within 5% of full-year 2025 results, which signals a weak outlook for shareholders.
Net earnings of $55 million ($0.82 per diluted share) vs. $123 million ($1.69) in Q1 2025
Home closing revenue of $1.1 billion, down 17%; 2,967 homes closed, down 13%
Home closing gross margin of 17.5% vs. 22.0%, including $2.4 million in real estate impairments
Full-year 2026 guidance: home closing volume and revenue at or within 5% of full-year 2025 results
KREF reported a first-quarter 2026 net loss attributable to common stockholders of $61.9 million, or $0.96 per diluted share, compared with a $32.0 million loss in the prior quarter, and a Distributable Loss of $4.1 million. The company said the CECL allowance rose $73.5 million for the quarter, mainly due to additional reserves for risk-rated 5 loans, and it reduced its quarterly dividend to $0.10 per share. For shareholders, the larger loss and lower dividend reflect the credit reserve increase, and the new $75.0 million repurchase authorization gives the company another use for capital.
Net loss of $61.9 million, or $0.96 per diluted share, for the quarter ended March 31, 2026, versus a net loss of $32.0 million, or $0.49 per share, for the quarter ended December 31, 2025
Distributable Loss of $4.1 million, or $0.06 per share, versus Distributable Earnings of $14.4 million, or $0.22 per share, in the prior quarter; includes a $17.3 million realized loss on a loan write-off
CECL allowance increased $73.5 million, or $1.14 per share, to $260.3 million; book value was $11.87 per share as of March 31, 2026
Board declared a $0.10 per share second-quarter 2026 dividend, payable July 15, 2026 to holders of record June 30, 2026; in April 2026 the board authorized a repurchase program of up to $75.0 million of common and preferred stock
Molina Healthcare reported first quarter 2026 GAAP earnings of $0.27 per diluted share, down 95% from $5.45 a year earlier, and adjusted earnings of $2.35 per diluted share, down 61% from $6.08. Premium revenue fell 4% to about $10.2 billion, and GAAP results include a $93 million impairment tied to the planned 2027 exit of the Medicare Advantage-Part D product. The company reaffirmed its full-year 2026 guidance of about $42 billion in premium revenue and at least $5.00 in adjusted earnings per diluted share.
Q1 2026 GAAP net income was $14 million, versus $298 million in Q1 2025; total revenue was $10,796 million, versus $11,147 million.
Consolidated medical care ratio rose to 91.1% from 89.2%, and the Marketplace MCR included about 450 basis points from prior year risk adjustment and program integrity items.
Full-year 2026 guidance: premium revenue about $42 billion, GAAP EPS at least $1.90, adjusted EPS at least $5.00; the company will update guidance with its second quarter results.
Management will hold an Investor Day on Friday, May 8, to update its three-year outlook.
ASGN Incorporated reported first-quarter 2026 revenue of $968.3 million, flat from a year earlier, but net income fell to $5.5 million ($0.13 per diluted share) from $20.9 million ($0.48) and Adjusted EBITDA fell to $83.6 million from $93.6 million. The company said $12.8 million of acquisition, integration and strategic planning expenses were not in its prior guidance, and it expects second-quarter net income of $8.0 million to $13.7 million. The company is renaming itself Everforth, Inc., with new NYSE ticker EFOR effective April 24, 2026.
Q1 2026 revenue was $968.3 million, flat versus Q1 2025 and in line with the guidance range; Commercial Segment revenue rose to $675.5 million while Federal Government Segment revenue fell to $292.8 million
Net income was $5.5 million ($0.13 per diluted share), down from $20.9 million ($0.48) in Q1 2025; gross margin was 27.5%, down 90 basis points
Adjusted EBITDA was $83.6 million (8.6% of revenues) versus $93.6 million (9.7%) a year earlier
Q2 2026 estimates: revenue of $970.0 million to $1.0 billion and net income of $8.0 million to $13.7 million (diluted EPS $0.19 to $0.33)
NVR, Inc. reported first-quarter 2026 net income of $198.4 million, or $67.76 per diluted share, down 34% and 29% from a year earlier. Consolidated revenue fell 22% to $1.88 billion as home settlements declined, and homebuilding gross profit margin narrowed to 19.6%. For shareholders, the lower profit and margins outweigh the 7% rise in new orders.
Net income was $198.4 million, or $67.76 per diluted share, versus $299.6 million, or $94.83 per diluted share, in Q1 2025.
Consolidated revenue was $1.88 billion, down 22% from $2.40 billion; settlements fell 22% to 4,015 units.
New orders rose 7% to 5,738 units, while homebuilding gross profit margin fell to 19.6% from 21.9%.
NVR repurchased 90,180 shares for an aggregate cost of $632 million in the quarter.
M/I Homes reported first-quarter 2026 results, with revenue down 6% to $921 million and net income of $68 million ($2.55 per diluted share), compared with $111 million ($3.98 per diluted share) a year earlier. New contracts rose 3% to 2,350 homes, but homes delivered fell 3%, and the company repurchased $50 million of common stock, which matters to shareholders because profit fell while the company's equity reached a record $3.2 billion.
Revenue declined 6% to $921 million; homes delivered fell 3% to 1,914.
Net income was $68 million ($2.55 per diluted share), versus $111 million ($3.98 per diluted share) in the first quarter of 2025.
New contracts rose 3% to 2,350; backlog sales value was $1.20 billion, down 23% from a year earlier.
Shareholders' equity reached a record $3.2 billion, and the company repurchased $50 million of common stock.
Pegasystems reported first-quarter 2026 results with total revenue of $430.0 million, down 10% from $475.6 million a year earlier. GAAP net income fell 62% to $32.8 million, and GAAP diluted earnings per share were $0.18 versus $0.46, though annual contract value rose 12% to $1.62 billion.
Total revenue was $430.0 million, down from $475.6 million; subscription license revenue fell 49% to $94.9 million.
GAAP diluted EPS was $0.18 versus $0.46; non-GAAP diluted EPS was $0.46 versus $0.76.
Annual contract value rose 12% to $1.62 billion (11% in constant currency), with Pega Cloud ACV up 29%.
Cash provided by operating activities was $212.3 million and free cash flow was $206.5 million.
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