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).
Jack Henry & Associates reported deconversion revenue of $18.7 million for the fiscal third quarter ended March 31, 2026, and raised its full-year fiscal 2026 deconversion revenue estimate to $37 million. The company says deconversion revenue mainly arises when a client is acquired by another financial institution, is driven by factors outside its control, and is excluded from its non-GAAP revenue.
Fiscal Q3 2026 deconversion revenue was $18.7 million, for the quarter ended March 31, 2026.
Full-year fiscal 2026 deconversion revenue estimate increased to $37 million.
Deconversion revenue is excluded from non-GAAP revenue in Jack Henry's quarterly and annual earnings releases.
The release was issued April 28, 2026, as Exhibit 99.1 to a Form 8-K.
Ashland reported second-quarter fiscal 2026 sales of $482 million, up one percent, but Adjusted EBITDA fell nine percent to $98 million and net income dropped to $16 million from $31 million. The company updated its full-year fiscal 2026 guidance to sales of $1,835 million to $1,870 million and Adjusted EBITDA of $385 million to $400 million, citing a slower-than-expected productivity ramp at its Hopewell facility.
Q2 sales $482 million, up one percent; pricing declined two percent
Q2 Adjusted EBITDA $98 million, down nine percent from $108 million; net income $16 million vs. $31 million
Full-year fiscal 2026 Adjusted EBITDA guidance $385 million to $400 million; sales guidance $1,835 million to $1,870 million
Fiscal 2026 manufacturing optimization savings expectations reduced by approximately $10 million to $12 million
Veralto reported first-quarter 2026 sales of $1,422 million, up 6.7% from a year earlier, and GAAP diluted EPS of $1.02 versus $0.90 a year earlier. The company raised its full-year 2026 adjusted EPS guidance to $4.20 to $4.28 from $4.10 to $4.20, which is a positive signal for shareholders, though it also launched a cost program with a $85 million to $105 million charge.
Q1 sales rose 6.7% to $1,422 million, with non-GAAP core sales growth of 1.9%
GAAP net earnings were $254 million, or $1.02 per diluted share; adjusted EPS was $1.07 versus $0.95 a year earlier
Full-year 2026 adjusted EPS guidance raised to $4.20 to $4.28; second-quarter adjusted EPS guidance is $0.96 to $1.00
Year-to-date capital allocation of about $1 billion included about $620 million in acquisitions and $300 million in share repurchases
ONEOK reported first-quarter 2026 net income of $776 million, up 12% from a year earlier, and diluted earnings of $1.23 per share. The company also raised its 2026 guidance, with adjusted EBITDA now expected between $8.0 billion and $8.5 billion, which matters to shareholders because it signals higher expected earnings for the year.
Q1 2026 net income rose 12% to $776 million; diluted EPS was $1.23, versus $1.04 a year earlier
Q1 2026 adjusted EBITDA rose 13% to $2.0 billion
2026 net income guidance raised to a range of $3.21 billion to $3.79 billion; adjusted EBITDA guidance raised to $8.0 billion to $8.5 billion
Q1 2026 results include a $60 million noncash impairment of a joint-venture investment, or 7 cents per diluted share
Acadia Realty Trust reported first quarter 2026 GAAP net earnings of $0.22 per share, up from $0.01 a year earlier, driven mainly by gains on sale of $0.22 per share. Its NAREIT FFO fell to $36.9 million ($0.26 per share) from $44.6 million ($0.34), while FFO As Adjusted rose to $41.8 million ($0.30 per share) from $35.1 million ($0.27). The company raised its 2026 EPS guidance to $0.37-$0.39 from $0.24-$0.26 and its FFO As Adjusted guidance to $1.22-$1.26 from $1.21-$1.25.
GAAP net earnings of $0.22 per share vs. $0.01 in Q1 2025, mainly from gains on sale of $0.22 per share
NAREIT FFO of $36.9 million ($0.26 per share) vs. $44.6 million ($0.34) a year earlier
FFO As Adjusted of $41.8 million ($0.30 per share) vs. $35.1 million ($0.27); same-property NOI up 5.9%
2026 EPS guidance raised to $0.37-$0.39 from $0.24-$0.26; FFO As Adjusted guidance raised to $1.22-$1.26 from $1.21-$1.25
EXL reported first-quarter 2026 revenue of $570.4 million, up 13.8% from a year earlier, and GAAP diluted EPS of $0.43, up from $0.40. The company raised its full-year 2026 guidance for both revenue and adjusted diluted EPS, which signals management's expectation of stronger results for the year.
Q1 2026 revenue was $570.4 million, up 13.8% from $501.0 million (13.4% on a constant currency basis).
GAAP diluted EPS was $0.43 versus $0.40; adjusted diluted EPS was $0.58 versus $0.48.
Full-year 2026 revenue guidance raised to $2.30 billion to $2.33 billion from $2.275 billion to $2.315 billion.
Adjusted diluted EPS guidance raised to $2.18 to $2.23 from $2.14 to $2.19; conference call set for April 29, 2026 at 10:00 A.M. ET.
Welltower reported first-quarter 2026 results on April 28, 2026. Normalized FFO attributable to common stockholders rose to $1.47 per diluted share from $1.20 a year earlier, and total revenues rose to $3.35 billion from $2.42 billion. The company raised its 2026 guidance for both net income and normalized FFO per diluted share.
Q1 2026 net income attributable to common stockholders was $1.02 per diluted share, versus $0.40 in Q1 2025.
2026 net income guidance raised to $3.24 to $3.38 per diluted share from $3.11 to $3.27.
2026 normalized FFO guidance raised to $6.21 to $6.35 per diluted share from $6.09 to $6.25.
Board declared a quarterly dividend of $0.74 per share, payable May 21, 2026.
Applied Industrial Technologies reported fiscal third-quarter net sales of $1.3 billion, up 7.3% from a year earlier, and diluted EPS of $2.65 versus $2.57. The company raised its fiscal 2026 EPS guidance low end to $10.64 from $10.45 and its total sales growth guidance to 7.2% to 7.7%, and its Board authorized a new buyback of up to 3.0 million shares.
Q3 net sales $1.3 billion, up 7.3%; organic sales up 6.0% year over year
Diluted EPS $2.65 vs. $2.57 a year earlier; net income $99.8 million
FY26 EPS guidance $10.64 to $10.75 (prior $10.45 to $10.75); total sales growth 7.2% to 7.7% (prior 5.5% to 7.0%)
Board authorized repurchase of up to 3.0 million shares; quarterly dividend of $0.51 payable May 29, 2026
American Tower reported first-quarter 2026 results on April 28, 2026, with total revenue up 6.8% to $2,738 million and net income up 76.2% to $879 million. The company raised the midpoints of its full-year 2026 outlook for AFFO attributable to common stockholders, Adjusted EBITDA and property revenue, citing favorable currency movements and straight-line revenue in Latin America. The filing also notes that the net income increase was affected by foreign currency gains compared with losses a year earlier.
Q1 2026 total revenue rose 6.8% to $2,738 million; AFFO attributable to common stockholders rose 2.6% to $1,324 million.
Net income rose 76.2% to $879 million, with growth affected by foreign currency gains of about $68.1 million versus $345.7 million of losses a year earlier.
Full-year 2026 AFFO midpoint raised by $55 million and Adjusted EBITDA midpoint raised by $105 million; AFFO range is $5,090 million to $5,170 million.
Net leverage ratio was 4.9x at March 31, 2026; the company repurchased about 1.1 million shares for about $184 million in the first quarter.
Curbline Properties reported first-quarter 2026 net income attributable to the company of $3.6 million, or $0.03 per diluted share, down from $10.6 million, or $0.10, a year earlier. Operating FFO rose to $29.9 million, or $0.28 per diluted share, from $25.1 million, or $0.24, and the company raised its 2026 Operating FFO guidance to $1.20 to $1.23 per share from $1.17 to $1.21, while lowering its net income per share guidance to $0.29 to $0.36 from $0.32 to $0.40.
Q1 2026 net income attributable to Curbline was $3.6 million, or $0.03 per diluted share, versus $10.6 million, or $0.10, in Q1 2025.
Q1 2026 Operating FFO was $29.9 million, or $0.28 per diluted share, versus $25.1 million, or $0.24, in Q1 2025.
2026 Operating FFO guidance was raised to $1.20 to $1.23 per diluted share; net income guidance was lowered to $0.29 to $0.36.
Same-property NOI rose 4.8% in Q1 2026, and the company acquired 14 shopping centers for $142.4 million during the quarter.
Zimmer Biomet reported first-quarter 2026 net sales of $2.087 billion, up 9.3% from the prior year, and diluted earnings per share of $1.22, up 34.1%. The company raised its full-year 2026 adjusted diluted EPS guidance to $8.40-$8.55 from $8.30-$8.45, while its reported revenue change guidance of 2.5%-4.5% was unchanged. The company's goodwill impairment assessment is not yet complete, and any charge would change first-quarter GAAP net earnings.
Net sales $2.087 billion, up 9.3% reported and 2.9% on an organic constant currency basis
Diluted EPS $1.22 versus $0.91; adjusted diluted EPS $2.09, up 15.5%
2026 adjusted diluted EPS guidance raised to $8.40-$8.55 from $8.30-$8.45
Operating cash flow $359.4 million and free cash flow $245.9 million; $250 million of share repurchases in the 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.