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.
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
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
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
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.
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.
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
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%
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.
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
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
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.
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.
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
Amgen reported first-quarter 2026 results on April 30, 2026, with total revenues up 6% to $8.6 billion and non-GAAP EPS up 5% to $5.15. Sales of Prolia and Enbrel declined, and the company issued full-year 2026 revenue and EPS ranges. The filing also discloses an FDA proposal to withdraw approval of TAVNEOS, which the company says will remain on the market during the review.
Total revenues rose 6% to $8.6 billion in the first quarter of 2026 versus the first quarter of 2025.
GAAP EPS rose 4% to $3.34 from $3.20; non-GAAP EPS rose 5% to $5.15 from $4.90.
2026 guidance: total revenues of $37.1 billion to $38.5 billion and non-GAAP EPS of $21.70 to $23.10.
On April 27, 2026, the FDA proposed withdrawing approval of TAVNEOS, which had $119 million of first-quarter sales.
Dexcom reported first-quarter 2026 revenue of $1.192 billion, up 15% from a year earlier, and GAAP net income of $199.5 million, or $0.51 per diluted share, versus $105.4 million, or $0.27, in the first quarter of 2025. The company raised its fiscal 2026 guidance for Non-GAAP Operating Margin and Adjusted EBITDA Margin and reiterated its revenue guidance of $5.16 billion to $5.25 billion.
Revenue grew 15% year-over-year to $1.192 billion; organic revenue grew 12% to $1.165 billion.
GAAP operating income was $255.3 million, or 21.4% of revenue, up from $133.7 million, or 12.9%, a year earlier.
Fiscal 2026 guidance raised for Non-GAAP Operating Margin (approximately 23% to 23.5%) and Adjusted EBITDA Margin (approximately 31% to 31.5%); revenue guidance reiterated at $5.16 billion to $5.25 billion.
Cash, cash equivalents and marketable securities totaled $2.42 billion as of March 31, 2026.
Roku reported first-quarter 2026 results on April 30, 2026, with total net revenue of $1.25 billion, up 22% year over year, and net income of $86 million, compared with a net loss of $27 million a year earlier. The company said it is raising its full-year 2026 outlook, now expecting total net revenue of $5.5 billion and Adjusted EBITDA of $675 million.
Q1 2026 total net revenue was $1.25 billion, up 22% YoY; Platform revenue was $1.13 billion, up 28%
Net income was $86 million in Q1 2026, versus a net loss of $27 million in Q1 2025; Adjusted EBITDA was $148 million, up 165% YoY
Q2 2026 outlook: total net revenue of $1.3 billion and Adjusted EBITDA of $170 million; full-year 2026 total net revenue of $5.5 billion and Adjusted EBITDA of $675 million
Devices revenue fell 16% YoY to $118 million; the company disclosed $100 million of Q1 share repurchases
Alignment Healthcare reported first-quarter 2026 total revenue of $1,235.2 million, up 33.3% year-over-year, and net income of $11.4 million, compared with a net loss of $9.4 million a year earlier. The company also raised the midpoint of its membership, revenue, adjusted gross profit and adjusted EBITDA guidance for 2026, which shows a higher outlook alongside the profit improvement.
Total revenue was $1,235.2 million for the quarter ended March 31, 2026, up 33.3% from the prior-year quarter.
Net income was $11.4 million, versus a $9.4 million net loss in Q1 2025; diluted EPS was $0.05.
Adjusted EBITDA was $37.9 million, up 87.6% year-over-year; health plan membership was about 284,800, up 30.9%.
Full-year 2026 revenue guidance is $5.16 billion to $5.205 billion, and adjusted EBITDA guidance is $138 million to $163 million.
Monolithic Power Systems reported record first-quarter 2026 revenue of $804.2 million and GAAP net income of $193.2 million, or $3.92 per diluted share, both higher than a year earlier. The company forecast second-quarter 2026 revenue of $890 million to $910 million, which would be above the first-quarter result. Inventory and receivables both rose, with days of inventory at 157 days.
Q1 2026 revenue of $804.2 million rose 7.1% from Q4 2025 and 26.1% from Q1 2025.
GAAP net income was $193.2 million, or $3.92 per diluted share, compared with $135.1 million, or $2.81 per diluted share, in Q1 2025.
Q2 2026 outlook calls for revenue of $890 million to $910 million and GAAP gross margin of 55.1% to 55.7%.
Internal inventories rose to $619.2 million from $564.6 million at year-end 2025, and days of inventory rose to 157 days from 153 days.
Timberland Bancorp reported net income of $7.13 million, or $0.90 per diluted share, for the quarter ended March 31, 2026, up 6% from a year earlier but down 13% from the prior quarter. The company also declared a quarterly cash dividend of $0.29 per share, and higher loan-loss provisions and rising non-performing assets were noted.
Quarterly EPS of $0.90 compares with $0.85 a year earlier and $1.04 in the preceding quarter.
Provision for credit losses on loans was $523,000, up from $16,000 in the preceding quarter.
Non-performing assets rose to 0.47% of total assets from 0.23% at December 31, 2025.
The $0.29 dividend is payable May 22, 2026, to shareholders of record on May 8, 2026.
Standard Motor Products reported first-quarter 2026 results for the three months ended March 31, 2026, with net sales up 9.1% to $451.2 million and GAAP diluted earnings per share from continuing operations of $0.81, compared with $0.61 a year earlier. The company reaffirmed its full-year 2026 guidance for low to mid-single digit sales growth and an adjusted EBITDA margin of 11% to 12%. Total net debt rose to $599.4 million at quarter-end, which the company attributed mainly to seasonal working capital build.
Net sales of $451.2 million, up from $413.4 million in Q1 2025, with increases in all segments
GAAP diluted EPS from continuing operations of $0.81 vs. $0.61; non-GAAP diluted EPS of $0.82 vs. $0.81
Adjusted EBITDA of $44.5 million vs. $42.8 million; full-year guidance reaffirmed
Quarterly dividend of 33 cents per share, payable June 1, 2026, to holders of record May 15, 2026
Cullen/Frost Bankers reported first-quarter 2026 net income available to common shareholders of $169.3 million, or $2.65 per diluted share, up from $149.3 million, or $2.30 per diluted share, a year earlier. The board also raised the quarterly common dividend 3.0 percent to $1.03 per share, which shareholders of record on May 29, 2026 will receive on June 15, 2026.
Net income available to common shareholders was $169.3 million, or $2.65 per diluted share, versus $149.3 million, or $2.30 per diluted share, in the first quarter of 2025.
Net interest income on a taxable-equivalent basis rose 5.6 percent to $460.8 million, while non-interest expense rose 5.1 percent to $365.7 million.
Quarterly common dividend increased to $1.03 per share from $1.00, payable June 15, 2026 to shareholders of record on May 29, 2026.
The company repurchased 507,753 shares for $70.0 million in the quarter and had $230 million remaining under its $300 million authorization, which expires in January 2027.
Lincoln Electric reported first quarter 2026 results on April 30, 2026, with net sales up 11.7% to $1.12 billion and diluted EPS of $2.47, versus $2.10 a year earlier. Adjusted EPS rose to $2.50 from $2.16, and the company returned $101 million to shareholders through dividends and share repurchases. Free cash flow fell to $63.0 million from $158.7 million, and the filing gives no new guidance.
Net sales rose 11.7% to $1,121.4 million, including 7.8% organic growth.
Diluted EPS was $2.47 versus $2.10; adjusted diluted EPS was $2.50 versus $2.16.
Operating income margin was 16.6% versus 16.4% a year earlier.
Free cash flow was $63.0 million versus $158.7 million; $101 million was returned to shareholders.
Illinois Tool Works reported first-quarter 2026 revenue of $4.02 billion, up 4.6%, and GAAP earnings per share of $2.66, up 12%. The company raised its full-year 2026 GAAP EPS guidance by $0.10 to a range of $11.10 to $11.50, so shareholders get higher profit expectations, though organic revenue growth was only 0.4% and foreign currency added 3.9 points.
Q1 revenue $4.02 billion, up 4.6%; organic growth 0.4%, with foreign currency adding 3.9 points
Q1 GAAP EPS $2.66 versus $2.38 diluted a year earlier; operating margin 25.4%, up 60 basis points
Full-year 2026 GAAP EPS guidance raised by $0.10 to $11.10-$11.50; revenue growth of 2%-4% projected
Q1 share repurchases of $375 million; about $1.5 billion of buybacks expected in 2026
Graham Holdings reported first-quarter 2026 revenue of $1,236.0 million, up 6%, and operating income of $57.8 million, up from $47.5 million a year earlier. Net income attributable to common stockholders rose to $29.1 million ($6.62 per diluted share) from $23.9 million ($5.45), but results were affected by a $68.9 million net loss on marketable equity securities and a $19.0 million impairment tied to the planned sale of the Kaplan Languages Group.
Revenue of $1,236.0 million, up 6% from $1,165.9 million in Q1 2025, with gains at education, television broadcasting, healthcare and manufacturing
Operating income of $57.8 million versus $47.5 million in Q1 2025
Net loss of $68.9 million on marketable equity securities, compared with net gains of $43.8 million a year earlier
Agreement to sell Kaplan Languages Group, with an expected closing date of May 1, 2026, and a $19.0 million pre-tax impairment charge
Medical Properties Trust reported first-quarter 2026 net income of $33 million ($0.05 per share), compared with a net loss of $118 million a year earlier. Normalized FFO was $82 million ($0.14 per share), roughly flat with $81 million a year earlier, and total revenues rose to $252 million from $224 million. The company said its hospital tenants are ramping rent payments and that it expects annualized cash rent of at least $1 billion by year-end.
Q1 2026 net income of $33 million ($0.05 per share) versus a net loss of $118 million ($0.20 per share) in Q1 2025
Normalized FFO of $82 million ($0.14 per share), compared with $81 million ($0.14 per share) a year earlier
Total revenues of $252 million, up from $224 million; sold two facilities for about $31 million in aggregate proceeds
Paid a regular quarterly dividend of $0.09 per share in April 2026
Valero reported first-quarter 2026 net income attributable to stockholders of $1.3 billion, or $4.22 per share, compared with a net loss of $595 million, or $1.90 per share, a year earlier, when an asset impairment loss was recorded. Revenues rose to $32.4 billion from $30.3 billion, and stockholder cash returns totaled $938 million. The quarterly dividend was raised 6 percent to $1.20 per share.
Net income attributable to Valero stockholders was $1.263 billion, or $4.22 per share, versus a net loss of $595 million, or $1.90 per share, in Q1 2025.
Revenues were $32.4 billion, up from $30.3 billion in Q1 2025.
Refining operating income was $1.8 billion, compared with an operating loss of $530 million in Q1 2025, which included a $1.131 billion asset impairment loss.
The quarterly cash dividend rose from $1.13 to $1.20 per share on January 22, 2026; Valero issued $850 million of 5.150% Senior Notes due 2036 on March 10, 2026.
Southern Company reported first-quarter 2026 net income of $1.356 billion, or $1.21 per share, essentially flat with $1.21 a year earlier, as operating revenues rose 8.0% to $8.4 billion. Excluding items such as $154 million of accelerated depreciation tied to wind repowering, earnings were $1.32 per share, up from $1.23, so shareholders see higher adjusted earnings but no change in reported per-share profit.
Reported EPS was $1.21 in both Q1 2026 and Q1 2025; net income was $1.356 billion versus $1.334 billion.
Excluding items, EPS was $1.32 versus $1.23, and net income was $1.486 billion versus $1.356 billion.
Operating revenues were $8.4 billion, up from $7.8 billion, driven in part by higher utility revenues.
Excluded items include $154 million pre-tax accelerated depreciation at Southern Power, and milder-than-normal weather and higher interest expense weighed on adjusted results.
Alnylam reported first-quarter 2026 total revenues of $1.17 billion, up 96% from $594 million a year earlier, with AMVUTTRA driving most of the growth. GAAP net income was $206 million, or $1.51 per diluted share, compared with a net loss of $18 million a year earlier. The company reiterated, rather than changed, its full-year 2026 guidance for total net product revenues of $4.9 billion to $5.3 billion.
Total revenues of $1.17 billion in Q1 2026, up 96% from $594 million in Q1 2025.
GAAP net income of $206 million, or $1.51 per diluted share, versus a net loss of $18 million, or $0.14 per share, a year earlier.
Total net product revenues of $1.04 billion, up 121%; AMVUTTRA contributed $890 million.
Full-year 2026 total net product revenues guidance of $4.9 billion to $5.3 billion was reiterated.
Hubbell reported first-quarter 2026 net sales of $1.5 billion, up 11% from a year earlier, and GAAP diluted EPS of $3.41, up 13% from $3.03. The company raised its full-year 2026 diluted EPS range to $17.45 to $18.00 and its adjusted diluted EPS range to $19.30 to $19.85, which matters to shareholders because it lifts the company's expected earnings for the year.
Q1 2026 net sales were $1,516.7 million, up from $1,365.2 million; organic sales grew 8.2%.
Q1 2026 GAAP diluted EPS was $3.41 versus $3.03; adjusted diluted EPS was $3.93 versus $3.38, up 16%.
Q1 2026 operating income was $263.8 million versus $230.4 million, and the operating margin was 17.4%.
Full-year 2026 GAAP diluted EPS guidance was raised to $17.45 to $18.00; adjusted diluted EPS guidance is $19.30 to $19.85.
Mastercard reported first quarter 2026 net revenue of $8.4 billion, up 16% from a year earlier, and diluted EPS of $4.35 versus $3.59. Results include a $202 million restructuring charge, and adjusted diluted EPS was $4.60. Shareholders also received $4.0 billion of buybacks and $777 million of dividends in the quarter.
Net revenue rose 16% to $8.4 billion (12% on a currency-neutral basis), from $7.3 billion.
Net income was $3.9 billion; diluted EPS was $4.35 versus $3.59, and adjusted diluted EPS was $4.60.
A $202 million pre-tax restructuring charge was recorded; the company repurchased $4.0 billion of shares and had $11.7 billion left under approved programs as of April 27, 2026.
IDACORP reported first quarter 2026 net income attributable to IDACORP of $68.0 million, or $1.21 per diluted share, up from $59.6 million, or $1.10 per diluted share, in the first quarter of 2025. The company reaffirmed its full-year 2026 earnings guidance of $6.25 to $6.45 per diluted share, which assumes normal weather and power supply expenses through year end. The increase was due primarily to higher net income at Idaho Power, the regulated utility subsidiary.
Net income of $68.0 million ($1.21 per diluted share) vs. $59.6 million ($1.10) in Q1 2025
2026 EPS guidance reaffirmed at $6.25 to $6.45 per diluted share; Idaho Power O&M guidance of $525 to $535 million unchanged
Retail revenues per MWh added $18.0 million to operating income; other O&M expenses reduced it by $13.1 million
Idaho Power customer count grew by about 15,000, or 2.3 percent, in the twelve months ended March 31, 2026
Belden reported first quarter 2026 revenue of $696 million, up 11% from a year earlier, and adjusted EPS of $1.77, up 11%. On the same day it announced a definitive agreement to acquire RUCKUS Networks from Vistance Networks for approximately $1.85 billion, and it guided second quarter 2026 revenue to $735 million to $750 million on a standalone basis.
Q1 2026 revenue $696 million, up 11% (7% organic); GAAP EPS $1.30 vs. $1.27 a year earlier
Q1 2026 net income $51 million vs. $52 million a year earlier; adjusted EPS $1.77 vs. $1.60
Q2 2026 guidance: revenue $735 million to $750 million; GAAP EPS $1.53 to $1.63; adjusted EPS $1.95 to $2.05, excluding RUCKUS
Broadridge reported fiscal third-quarter 2026 results for the period ended March 31, 2026, with total revenue up 8% to $1,954 million and diluted EPS up 15% to $2.36. The company raised two fiscal 2026 guidance measures but lowered its closed sales outlook, and it completed its acquisition of CQG on April 30, 2026.
Total revenue rose 8% to $1,954 million; diluted EPS rose 15% to $2.36 and Adjusted EPS rose 11% to $2.72.
Operating income rose 4% to $359 million, but operating margin fell to 18.4% from 19.0%.
FY26 guidance: recurring revenue growth at constant currency raised to at or above 7%; Adjusted EPS growth raised to 10-12% from 9-12%.
FY26 closed sales guidance revised down to $240-290 million from $290-330 million.
Sirius XM Holdings reported first-quarter 2026 revenue of $2.09 billion, up 1% year over year, with net income up 20% to $245 million and diluted earnings per share up 22% to $0.72. The company reaffirmed its full-year 2026 guidance for revenue, adjusted EBITDA and free cash flow. The filing also says a reconciliation for subsidiary Sirius XM Radio LLC will be posted on the company's website to meet bond indenture reporting obligations.
Revenue of $2.09 billion, up 1%; net income of $245 million, up 20%; diluted EPS of $0.72 versus $0.59
Adjusted EBITDA of $666 million, up 6%; free cash flow of $171 million versus $56 million a year earlier
2026 guidance reaffirmed: revenue of about $8.5 billion, adjusted EBITDA of about $2.6 billion, free cash flow of about $1.35 billion
Self-pay subscriber net losses of 111,000 in the quarter, compared with 303,000 in the prior-year quarter
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.