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).
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
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
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.
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
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
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
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.
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.
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
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.
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.
APi Group reported first-quarter 2026 net revenues of $1.98 billion, up 15.3% from a year earlier, or 10.4% on an organic basis. Net income rose 62.9% to $57 million, and adjusted diluted EPS rose 28.0% to $0.32. The company raised its full-year 2026 guidance for net revenues and adjusted EBITDA.
Adjusted EBITDA rose 21.8% to $235 million, and adjusted EBITDA margin increased 70 basis points to 11.9%.
Full-year 2026 net revenue guidance was raised to $8.475 billion to $8.675 billion, from $8.400 billion to $8.600 billion.
Full-year 2026 adjusted EBITDA guidance was raised to $1.150 billion to $1.210 billion, from $1.140 billion to $1.200 billion.
Second-quarter 2026 guidance calls for net revenues of $2.175 billion to $2.225 billion and adjusted EBITDA of $300 million to $310 million.
Eli Lilly reported first-quarter 2026 revenue of $19.8 billion, up 56% from a year earlier, and reported EPS of $8.26 versus $3.06. The company raised its full-year 2026 revenue guidance to $82.0 billion to $85.0 billion and its non-GAAP EPS guidance to $35.50 to $37.00, which matters to shareholders because it raises the company's own outlook for the year.
Q1 2026 revenue was $19.8 billion, up 56% from $12.7 billion, driven by a 65% increase in volume, partly offset by a 13% decrease from lower realized prices.
Reported EPS was $8.26 versus $3.06; non-GAAP EPS was $8.55 versus $3.34.
Full-year 2026 revenue guidance rose to $82.0 billion to $85.0 billion from $80 billion to $83 billion; non-GAAP EPS guidance rose to $35.50 to $37.00 from $33.50 to $35.00.
Reported gross margin was 81.9% of revenue, down 0.6 percentage points, primarily due to lower realized prices.
Quanta Services reported first-quarter 2026 revenue of $7.87 billion, up from $6.23 billion a year earlier, and net income attributable to common stock of $220.6 million, or $1.45 per diluted share, versus $0.96 in the first quarter of 2025. The company said it is increasing its full-year 2026 financial expectations, which now include revenue of $34.7 billion to $35.2 billion and diluted EPS of $9.17 to $9.87.
Q1 2026 revenue was $7.87 billion, compared with $6.23 billion in Q1 2025.
Q1 diluted EPS was $1.45 versus $0.96; adjusted diluted EPS was $2.68 versus $1.78.
Full-year 2026 revenue is now expected at $34.7 billion to $35.2 billion, and diluted EPS at $9.17 to $9.87.
Backlog reached a record $48.5 billion at March 31, 2026; Q1 cash flow from operations was $391.7 million.
Labcorp reported first-quarter 2026 revenue of $3.54 billion, up 5.8% from $3.35 billion a year earlier, and diluted EPS of $3.35 versus $2.52. The company raised its full-year 2026 revenue and adjusted EPS guidance, with the adjusted EPS range now $17.70 to $18.35 from $17.55 to $18.25. Headline profit and revenue measures improved, while total debt rose to $6.33 billion at quarter end due to pre-funding of maturing debt.
Q1 2026 revenue $3.54 billion vs. $3.35 billion, up 5.8%; diluted EPS $3.35 vs. $2.52
Q1 2026 adjusted EPS $4.25 vs. $3.84, up 10.6%
Full-year 2026 adjusted EPS guidance raised to $17.70–$18.35 from $17.55–$18.25; revenue guidance raised to 5.0%–6.1% growth
Quarterly dividend of $0.72 per share declared April 9, 2026, payable June 11, 2026 to holders of record May 29, 2026
L3Harris reported first quarter 2026 revenue of $5.7 billion, up 12% from a year earlier, and GAAP diluted EPS of $2.72, up 33%. The company raised its 2026 EPS guidance to $11.40-$11.60 from $11.30-$11.50, but free cash flow was negative $187 million in the quarter.
Revenue of $5,744 million, up from $5,132 million in the first quarter of 2025; organic growth of 15%
GAAP diluted EPS of $2.72 versus $2.04 a year earlier; operating margin 11.4%, up 120 bps
2026 EPS guidance raised to $11.40-$11.60 from $11.30-$11.50; free cash flow guidance of $3.0 billion unchanged
Cash used in operations was $95 million; free cash flow was negative $187 million versus negative $101 million a year earlier
Hyatt reported first quarter 2026 net income attributable to the company of $38 million, or $0.40 diluted EPS, compared with $20 million, or $0.19, a year earlier, and raised parts of its full-year 2026 outlook, including RevPAR and gross fees. Adjusted EBITDA guidance of $1,155 million to $1,205 million was also issued, though the company expects Distribution segment Adjusted EBITDA to decline by about $25 million in 2026.
Q1 2026 gross fees were $333 million, up 8.6% from the first quarter of 2025, and total revenues were $1,748 million versus $1,718 million.
Full-year 2026 outlook: comparable system-wide hotels RevPAR growth of 2.0% to 4.0%, gross fees of $1,305 million to $1,335 million, and net income of $255 million to $350 million.
The company repurchased $135 million of Class A common stock in the quarter and declared a $0.15 per share dividend payable June 11, 2026.
Hyatt revised its Adjusted EBITDA definition, and prior-period results were recast for comparability.
Air Products reported fiscal second-quarter 2026 results on April 30, 2026, with adjusted EPS of $3.20, up 19% from a year earlier, and sales of $3.2 billion, up 9%. The company raised its full-year fiscal 2026 adjusted EPS guidance to $13.00 to $13.25, which suggests higher expected profit for shareholders, though the company said it remains cautious about the macroeconomic environment.
Q2 fiscal 2026 GAAP EPS was $3.19, compared with a loss of $7.77 a year earlier, which included about $2.9 billion in business and asset action charges.
Adjusted operating income was $753 million, up 19%, and adjusted operating margin was 23.7%, up from 21.6%.
Q3 fiscal 2026 adjusted EPS guidance is $3.25 to $3.35; full-year capital expenditure expectation of about $4.0 billion is unchanged.
Samsung selected Air Products to build, own and operate production facilities and a bulk specialty gas supply system for a new semiconductor fab in South Korea.
Iron Mountain reported first-quarter 2026 total revenue of $1.9 billion, up 21.6% from a year earlier, and net income of $149 million, compared with $16 million in the first quarter of 2025. The company raised its full-year 2026 guidance for total revenue, adjusted EBITDA and AFFO per share, and its board declared a quarterly dividend of $0.864 per share payable July 3, 2026.
Total revenue was $1,936 million, up 21.6% as reported and 18.6% excluding foreign exchange.
Net income was $149 million, or $0.48 per diluted share, versus $16 million, or $0.05, a year earlier.
Adjusted EBITDA was $708 million, up 22.1%, and AFFO was $426 million, or $1.43 per share.
Full-year 2026 total revenue guidance is $7,825 million to $7,925 million, up from $7,625 million to $7,775 million; AFFO per share guidance is $5.79 to $5.86, up from $5.69 to $5.79.
Darling Ingredients reported first quarter 2026 net income of $134.3 million, or $0.83 per diluted share, compared with a net loss of $26.2 million, or $0.16 per share, a year earlier. Combined Adjusted EBITDA rose to $406.8 million from $195.8 million, and the company guided second quarter 2026 core ingredients Adjusted EBITDA to $260-275 million. Total debt was $4.1 billion as of April 4, 2026.
Net income $134.3 million ($0.83 per diluted share) vs. net loss of $26.2 million ($0.16 per share) in Q1 2025
Total net sales $1.6 billion vs. $1.4 billion in Q1 2025
Combined Adjusted EBITDA $406.8 million vs. $195.8 million; Q2 2026 core ingredients Adjusted EBITDA guidance of $260-275 million
Total debt $4.1 billion and cash $116.0 million as of April 4, 2026; preliminary bank covenant leverage ratio 3.17x
The Cigna Group reported first quarter 2026 results on April 30, 2026, with total revenues up 5% to $68.5 billion and shareholders' net income of $1.7 billion, or $6.26 per share, versus $1.3 billion, or $4.85 per share, a year earlier. It raised its full-year 2026 adjusted income from operations outlook to at least $30.35 per share, up $0.10, which points to higher expected per-share earnings for shareholders. Within Evernorth, Pharmacy Benefit Services adjusted pre-tax income fell 28%, while Cigna Healthcare adjusted pre-tax income rose 18%.
Total revenues rose 5% to $68.5 billion for the quarter ended March 31, 2026.
Shareholders' net income was $1.7 billion, or $6.26 per share, versus $1.3 billion, or $4.85 per share, in Q1 2025.
Adjusted income from operations was $2.1 billion, or $7.79 per share, versus $6.74 per share in Q1 2025.
2026 adjusted income from operations outlook is at least $30.35 per share, a $0.10 increase; Pharmacy Benefit Services adjusted pre-tax income fell 28%.
Wesco reported first-quarter 2026 net sales of $6.08 billion, up 13.8% from a year earlier, and diluted EPS of $3.11 versus $2.10. Adjusted diluted EPS rose 52.5% to $3.37, and the company raised its full-year 2026 outlook. Headline sales, profit and guidance all moved in the company's favor, though the filing does not give the revised outlook figures.
Net sales of $6,080.1 million, up 13.8%; organic sales up 12.3%
Diluted EPS of $3.11 versus $2.10; adjusted diluted EPS of $3.37 versus $2.21
Data center sales of $1.4 billion, up about 70%; record total backlog, up 22%
Operating cash flow of $221.4 million versus $28.0 million; company raised its 2026 outlook
Trane Technologies reported first-quarter 2026 net revenues of $4.97 billion, up 6%, and diluted GAAP continuing EPS of $2.66, down 2% from $2.71 a year earlier. Adjusted continuing EPS was $2.63, up 7%. The company raised its full-year 2026 guidance to reported revenue growth of about 9.5% and EPS of $14.75 to $14.95, while GAAP operating margin fell 190 basis points to 15.6%.
Q1 2026 net revenues of $4.97 billion, up 6%; organic revenues up 3%
GAAP continuing EPS of $2.66 versus $2.71 in Q1 2025; adjusted continuing EPS of $2.63, up 7%
Full-year 2026 guidance: reported revenue growth of about 9.5%, organic growth of about 7%, and EPS of $14.75 to $14.95
Record backlog of $10.7 billion at March 31, 2026; bookings up 27% to $6.7 billion
Regency Centers reported first-quarter 2026 net income attributable to common shareholders of $125.1 million, or $0.68 per diluted share, up from $0.58 a year earlier. The company raised its 2026 net income per diluted share guidance to $2.45-$2.49 from $2.35-$2.39 and reaffirmed its Nareit FFO and Core Operating Earnings guidance.
Q1 2026 Nareit FFO was $1.20 per diluted share, up from $1.15; Core Operating Earnings was $1.16, up from $1.09.
Same Property NOI rose 4.4% year over year, and Same Property percent leased was 96.6%, flat year over year.
2026 net income per diluted share guidance raised to $2.45-$2.49 from $2.35-$2.39; Nareit FFO guidance of $4.83-$4.87 unchanged.
Board authorized a share repurchase program of up to $500 million on February 4, 2026, running until February 28, 2029.
Carpenter Technology reported fiscal third-quarter 2026 results for the period ended March 31, 2026, with net sales of $811.5 million, up 12% from a year earlier, and diluted EPS of $2.77 versus $1.88. The company raised its fiscal 2026 operating income guidance to $700 million to $705 million and its adjusted free cash flow outlook to approximately $350 million, which signals higher expected earnings and cash generation for shareholders.
Net sales were $811.5 million, up from $727.0 million in the prior-year quarter; diluted EPS was $2.77 versus $1.88.
Specialty Alloys Operations operating income was $208.0 million, with an adjusted operating margin of 35.6%.
Fourth-quarter fiscal 2026 operating income is expected to be between $205 million and $210 million.
The company repurchased $52.7 million of stock in the quarter, leaving $164.2 million under its $400.0 million program.
UDR reported first-quarter 2026 net income of $0.57 per diluted share, up from $0.23 a year earlier, and FFO of $0.63 per diluted share, up from $0.58. The company raised its full-year 2026 FFO guidance and will move from quarterly to monthly common dividends starting in July 2026, a change that affects shareholder cash distribution timing.
Q1 2026 FFO per diluted share was $0.63 versus $0.58 a year earlier; FFO as Adjusted was $0.62 versus $0.61.
Same-store net operating income fell 0.8% year over year, while same-store revenue rose 0.9%.
Full-year 2026 FFO per diluted share guidance rose to $2.48 to $2.58 from $2.47 to $2.57; FFO as Adjusted guidance was unchanged at $2.47 to $2.57.
Monthly common dividend of $0.145 per share begins with the July 31, 2026 payment, an annualized $1.74 per share.
Plexus reported fiscal second-quarter 2026 revenue of $1.164 billion, up 19% from a year earlier, with GAAP diluted EPS of $1.82 versus $1.41, both above its own guidance ranges. The company also guided fiscal third-quarter revenue to $1.200 billion to $1.250 billion, and said CFO Patrick Jermain will retire after July 31, 2026, with David Abuhl taking over as CFO on May 11, 2026.
Q2 fiscal 2026 revenue was $1,163.8 million, up from $980.2 million a year earlier; GAAP diluted EPS was $1.82 versus $1.41 and above the $1.53 to $1.68 guidance range
Fiscal Q3 2026 guidance: revenue of $1.200 billion to $1.250 billion and GAAP diluted EPS of $1.25 to $1.41
David Abuhl, formerly CFO of Enterprise Supply Chain at Kimberly-Clark, becomes SVP and CFO on May 11, 2026
Patrick Jermain's pay ends at retirement on July 31, 2026; his unvested RSUs and PSUs continue to vest under the retirement agreement
VICI Properties reported first-quarter 2026 total revenues of $1.0 billion, up 3.5% from a year earlier, and AFFO attributable to common stockholders of $650.9 million, up 5.7%. The company raised its full-year 2026 AFFO guidance to $2.44 to $2.47 per diluted share, from $2.42 to $2.45, and said it expects the Golden Entertainment acquisition to close on or around April 30, 2026. Reported net income rose 60.5% to $872.4 million, mainly because of a $305.7 million year-over-year change in a non-cash credit loss allowance.
Total revenues were $1.0 billion, up 3.5% from $984.2 million in the first quarter of 2025.
AFFO was $650.9 million, or $0.61 per share, up 5.7% and 4.5% respectively from a year earlier.
Net income attributable to common stockholders was $872.4 million, or $0.82 per share, versus $543.6 million, or $0.51 per share, a year earlier.
Full-year 2026 AFFO guidance was raised to $2,665 million to $2,695 million, from $2,590 million to $2,625 million.
Carpenter Technology reported third quarter fiscal 2026 results on April 29, 2026, with net income of $139.6 million and diluted EPS of $2.77, up from $95.4 million and $1.88 a year earlier. The company raised its fiscal 2026 adjusted free cash flow outlook to approximately $350 million and expects fiscal 2026 operating income of $700 million to $705 million.
Q3 fiscal 2026 net sales were $811.5 million, up from $727.0 million in Q3 fiscal 2025; operating income was $186.5 million versus $137.8 million
Diluted EPS was $2.77 versus $2.09 in Q2 fiscal 2026 and $1.88 in Q3 fiscal 2025
Expects fiscal 2026 adjusted free cash flow of approximately $350 million, and operating income of $700 million to $705 million
Repurchased $133.9 million of stock year to date in fiscal 2026 against a $400.0 million authorization
Ford reported first-quarter 2026 revenue of $43.3 billion, up 6% from a year earlier, and net income of $2.5 billion, including a $1.3 billion one-time tariff benefit. The company raised its full-year adjusted EBIT guidance to $8.5 billion-$10.5 billion, which matters to shareholders because it signals higher expected operating profit for 2026 while cash flow weakened.
Q1 2026 revenue was $43.3 billion, up from $40.7 billion; diluted EPS was $0.63, up from $0.12.
Net income of $2.5 billion includes a $1.3 billion one-time IEEPA tariff benefit.
Full-year adjusted EBIT guidance raised to $8.5 billion-$10.5 billion from $8.0 billion-$10.0 billion.
Operating cash flow was $1.3 billion versus $3.7 billion a year earlier; adjusted free cash flow was a use of $1.9 billion. A second-quarter dividend of 15 cents per share is payable June 1.
MYR Group reported first-quarter 2026 results for the three months ended March 31, 2026. Revenue rose to $1.00 billion, net income more than doubled to $46.8 million, and backlog reached a record $2.84 billion. For shareholders, the filing shows higher revenue and profit compared with the first quarter of 2025.
Revenue of $1.00 billion, up $166.8 million from the first quarter of 2025
Net income of $46.8 million, or $2.99 per diluted share, versus $23.3 million, or $1.45 per diluted share, a year earlier
Gross margin of 13.4 percent, up from 11.6 percent, with a net gross margin benefit of 0.8 percent from changes in project estimates
Backlog of $2.84 billion as of March 31, 2026, up 7.7 percent from March 31, 2025
KLA reported fiscal third-quarter 2026 revenue of $3.415 billion and GAAP diluted EPS of $9.12, both above the midpoints of its guidance ranges and up from $3.063 billion and $8.16 a year earlier. The Board also raised the quarterly dividend to $2.30 per share and approved an additional $7 billion for share repurchases, and KLA guided fourth-quarter revenue to $3.575 billion, plus or minus $200 million.
Q3 revenue was $3.415 billion versus a guidance midpoint of $3.35 billion; GAAP net income was $1.20 billion
Non-GAAP diluted EPS was $9.40, compared with $8.41 in the year-earlier quarter
Meta reported first quarter 2026 revenue of $56.31 billion, up 33% year over year, and diluted EPS of $10.44 versus $6.43 a year earlier. The EPS figure includes an $8.03 billion income tax benefit; excluding it, diluted EPS would have been $3.13 lower. Meta also raised its 2026 capital expenditure outlook to $125-145 billion from $115-135 billion, a higher spending plan for shareholders to weigh against the revenue growth.
Revenue $56.31 billion, up 33%; income from operations $22.87 billion, up 30%
Net income $26.77 billion; diluted EPS $10.44 includes an $8.03 billion income tax benefit
Second quarter 2026 revenue guidance $58-61 billion; full year total expenses guidance unchanged at $162-169 billion
2026 capital expenditures raised to $125-145 billion from $115-135 billion, citing higher component pricing
PROG Holdings reported first quarter 2026 revenue of $742.7 million, up 11.1%, and diluted EPS from continuing operations of $0.89 versus $0.83 a year earlier. The company raised its full-year 2026 revenue and earnings outlook and gave second quarter guidance, with results including Purchasing Power since its January 2, 2026 acquisition. Progressive Leasing revenue fell 8.4% and its GMV fell 2.2%, which partly offset the gains.
Q1 2026 revenue $742.7 million, up 11.1%; diluted EPS from continuing operations $0.89 vs. $0.83; non-GAAP diluted EPS $1.24 vs. $0.90
Full-year 2026 total revenue outlook raised to $3.0 billion to $3.1 billion, from $2.95 billion to $3.07 billion; diluted EPS outlook $3.68 to $4.06, from $3.34 to $3.79
Second quarter 2026 outlook: total revenue $700 million to $725 million; diluted EPS $0.74 to $0.93
Progressive Leasing Q1 revenue $596.9 million, down 8.4%; GMV $393.0 million, down 2.2%; net recourse debt reduced by $210 million since the Purchasing Power acquisition
EMCOR reported record first-quarter 2026 revenue of $4.63 billion, up 19.7% from a year earlier, and diluted EPS of $6.84, up 30.0%. The company raised its full-year 2026 revenue guidance to $18.50 billion to $19.25 billion and its diluted EPS guidance to $28.25 to $29.75, which points to higher expected results for shareholders.
Q1 2026 net income was $305.5 million, or $6.84 per diluted share, versus $240.7 million, or $5.26, in Q1 2025.
Remaining performance obligations reached a record $15.62 billion as of March 31, 2026, up 32.9% year over year.
2026 revenue guidance was raised from $17.75 billion to $18.50 billion; diluted EPS guidance was raised from $27.25 to $29.25 to $28.25 to $29.75.
Full-year 2026 operating margin guidance was unchanged at 9.0% to 9.4%.
Brinker International reported third-quarter fiscal 2026 net income of $127.9 million, or $2.87 per diluted share, up from $119.1 million, or $2.56, a year earlier, on total revenues of $1,470.2 million versus $1,425.1 million. The company raised the low end of its fiscal 2026 diluted EPS guidance excluding special items to $10.60 to $10.85, narrowed its revenue outlook to $5.78 billion to $5.82 billion, and lowered its capital expenditure forecast to $240.0 million to $250.0 million.
Chili's comparable restaurant sales rose 4.0% in the quarter, and Brinker comparable sales rose 3.3%; Maggiano's fell 4.6%.
Restaurant operating margin, non-GAAP, was 18.4% of company sales, down from 18.9% a year earlier.
Brinker repurchased $108.0 million of its common stock during the quarter.
Fiscal 2026 diluted EPS excluding special items guidance is now $10.60 to $10.85, versus $10.45 to $10.85 previously.
Entergy reported first quarter 2026 earnings of $385 million, or 83 cents per share, on an as-reported basis, and $399 million, or 86 cents per share, on an adjusted basis, versus $361 million, or 82 cents, a year earlier. The company affirmed its 2026 adjusted EPS guidance of $4.25 to $4.45 and said it raised its longer-term outlooks, while also announcing a new hyperscale agreement in Louisiana that it says includes about $2 billion of estimated savings for retail customers.
Q1 2026 as-reported earnings were $385 million (83 cents per share), up from $361 million (82 cents) in Q1 2025; adjusted earnings were $399 million (86 cents).
Utility earnings rose to $540 million ($1.17 per share) from $490 million ($1.11 per share).
Parent & Other posted a loss of $155 million (34 cents per share), including an $18 million pre-tax non-cash impairment tied to the expected sale of a non-utility interest in the Independence power plant.
Entergy affirmed 2026 adjusted EPS guidance of $4.25 to $4.45 and updated its four-year capital plan and adjusted EPS outlooks.
CTS reported first-quarter 2026 sales of $139.2 million, up 11% from a year earlier, with net income of $17.2 million and diluted EPS of $0.59 versus $0.44. The company narrowed its 2026 guidance, raising the low end of its sales range to $560 million-$580 million and of its adjusted diluted EPS range to $2.35-$2.45, which points to stronger expected results for shareholders.
Q1 2026 sales $139.2 million, up 11% year over year; diversified end-market sales up 18%, transportation up 3%
Diluted EPS $0.59 versus $0.44 a year earlier; adjusted diluted EPS $0.62 versus $0.44
2026 sales guidance narrowed to $560 million-$580 million from $550 million-$580 million
2026 adjusted diluted EPS guidance narrowed to $2.35-$2.45 from $2.30-$2.45, assuming current market conditions continue
Vita Coco reported first-quarter 2026 net sales of $180 million, up 37%, and net income of $30 million, up $12 million from a year earlier. The company raised its full-year 2026 net sales and adjusted EBITDA guidance, but the filing says the outlook could be affected by tariffs, geopolitical conditions and the military conflict in Iran.
Net sales were $180 million, up from $131 million; Vita Coco Coconut Water net sales grew 42%.
Net income was $30 million, or $0.50 per diluted share, compared with $0.31 a year earlier.
2026 net sales guidance was raised to $720 million to $735 million from $680 million to $700 million; adjusted EBITDA guidance was raised to $132 million to $138 million from $122 million to $128 million.
The company repurchased $12 million of stock in the first quarter and had $21 million remaining under its $65 million repurchase program as of April 28, 2026.
Etsy reported first-quarter 2026 results on April 29, 2026, with Etsy marketplace GMS of $2.5 billion, up 5.5% year over year, and revenue of $631 million. The company now expects low single-digit full-year GMS growth, which it said improved from its mid-February view, while the $1.2 billion sale of Depop to eBay is expected to close by the end of the third quarter of 2026.
Etsy marketplace GMS was $2.5 billion, up 5.5% year over year; revenue was $631 million and take rate was 25.7%.
Adjusted EBITDA was $185 million, a 29.3% margin; operating cash flow from continuing operations was $102.5 million.
Q2 2026 GMS outlook is $2.48 billion to $2.53 billion; full-year Etsy marketplace GMS growth is expected to be in the low single-digit range.
The Depop sale to eBay is priced at $1.2 billion with closing expected by the end of Q3 2026; Etsy repurchased about $145 million of stock in Q1.
Hayward Holdings reported first-quarter fiscal 2026 net sales up 12% to $255.2 million and net income up 63% to $23.4 million, with diluted EPS of $0.11 versus $0.06 a year earlier. The company raised its full-year 2026 outlook, now expecting net sales growth of about 5% and adjusted diluted EPS of $0.84 to $0.87, while operating cash use widened sharply to $150.6 million.
Net sales rose 12% to $255.2 million; net income rose 63% to $23.4 million; diluted EPS was $0.11 versus $0.06 a year earlier.
Full-year 2026 guidance raised: net sales growth of about 5% (prior about 4%) and adjusted diluted EPS of $0.84 to $0.87 (prior $0.82 to $0.86).
Net cash used in operating activities was $150.6 million, compared with $5.9 million a year earlier, mainly due to higher accounts receivable and no receivables sales under the Receivables Purchase Agreement this period.
Dana reported first-quarter 2026 sales of $1.87 billion, up from $1.78 billion a year earlier, and adjusted EBITDA of $171 million, up from $93 million, with the margin rising to 9.2% from 5.2%. The company maintained its full-year 2026 guidance and said it won a new Stellantis program, but operating cash flow and adjusted free cash flow were both negative and worse than a year earlier.
Q1 2026 sales of $1.87 billion vs. $1.78 billion in Q1 2025, driven by customer recoveries and currency translation
Adjusted EBITDA of $171 million, a 9.2% margin, vs. $93 million and 5.2% in Q1 2025; cost savings were the primary driver
Operating cash flow was a use of $156 million and adjusted free cash flow a use of $195 million, vs. uses of $37 million and $101 million a year earlier
Full-year 2026 guidance: sales $7.30 to $7.70 billion, adjusted EBITDA $750 to $850 million, diluted adjusted EPS $2.00 to $3.00, adjusted free cash flow $250 to $350 million
Urban Edge Properties reported first-quarter 2026 net income attributable to common shareholders of $22.6 million, or $0.18 per diluted share, up from $8.2 million, or $0.07 per diluted share, a year earlier. The company raised its 2026 net income and FFO guidance, and raised the low end of its FFO as Adjusted range, which gives shareholders a higher expected earnings range for the year.
Q1 2026 FFO was $55.7 million, or $0.42 per diluted share, versus $45.5 million, or $0.35, a year earlier; the quarter included $8.4 million, or $0.06 per diluted share, of non-recurring environmental remediation reimbursements.
2026 net income guidance was revised to $0.56 to $0.60 per diluted share from $0.49 to $0.54; FFO guidance was revised to $1.54 to $1.58 from $1.47 to $1.52.
FFO as Adjusted guidance is now $1.48 to $1.52 per diluted share, up from $1.47 to $1.52 at the low end.
Same-property NOI grew 2.4% in the quarter, and same-property leased occupancy was 96.4% at March 31, 2026, down 30 basis points from December 31, 2025.
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