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).
Benchmark Electronics reported first quarter 2026 revenue of $677 million, up from $632 million a year earlier, and diluted GAAP EPS of $0.36, up from $0.10. The company raised its full-year 2026 revenue growth outlook to 9-10%, from prior expectations of mid-single-digit growth, and gave second quarter guidance of $700 million to $740 million in revenue.
Q1 2026 revenue $677 million vs. $632 million in Q1 2025 and $704 million in Q4 2025
Diluted GAAP EPS $0.36 vs. $0.10 a year earlier; non-GAAP diluted EPS $0.58 vs. $0.52
Full-year 2026 revenue growth outlook raised to 9-10%, from mid-single digits
Q2 2026 guidance: revenue $700 million to $740 million; non-GAAP diluted EPS $0.65 to $0.71
Equinix reported first-quarter 2026 revenue of $2.444 billion, up 10% from a year earlier, with net income of $415 million and diluted EPS of $4.20, up 20%. The company raised its full-year 2026 guidance, including revenue of $10.144 to $10.244 billion and AFFO per share of $42.31 to $43.11, which shareholders can compare with the prior ranges.
Q1 2026 revenue was $2.444 billion, up 10% as reported and 8% on a normalized, constant-currency basis.
Q1 net income attributable to common stockholders was $415 million, up 21%, and diluted EPS was $4.20, up 20%.
Q1 AFFO per diluted share was $10.79, up 12%; adjusted EBITDA was $1.245 billion at a 51% margin.
Full-year 2026 AFFO per share guidance was raised to $42.31 to $43.11 from $41.93 to $42.74; Q2 2026 revenue guidance is $2.571 to $2.611 billion.
Glaukos reported record first-quarter 2026 net sales of $150.6 million, up 41% from a year earlier, while its GAAP net loss widened slightly to $19.8 million. The company raised its full-year 2026 net sales guidance to $620 million to $635 million from $600 million to $620 million.
Q1 2026 net sales were $150.6 million, up from $106.7 million in Q1 2025 (41% reported, 39% constant currency).
GAAP net loss was $19.8 million, or $0.34 per diluted share, versus $18.1 million, or $0.32 per diluted share, a year earlier.
2026 net sales guidance raised to $620 million to $635 million, from $600 million to $620 million previously.
Cash, cash equivalents, short-term investments and restricted cash totaled $280.5 million as of March 31, 2026, with no debt.
Farmland Partners reported first-quarter 2026 net income of $0.6 million, or $0.01 per share, down from $2.1 million, or $0.03 per share, a year earlier. Total operating revenues were $10.1 million, down 1.5%, and the company reduced its 2026 AFFO per share guidance, citing non-cash allowances for potential loan losses under its FPI loan program. For shareholders, the lower earnings and guidance cut outweigh the 50% dividend increase and the redemption of the remaining Series A preferred units.
Q1 2026 net income was $0.6 million ($0.01 per share) versus $2.1 million ($0.03 per share) in Q1 2025; AFFO was $2.1 million ($0.05 per share), versus $2.3 million ($0.05 per share).
2026 AFFO per share earnings guidance decreased from the prior quarter; the filing points to page 15 of the supplemental package for details.
The board declared a quarterly dividend of $0.09 per share on April 28, 2026, payable July 15, 2026; the annualized rate was raised 50% in February.
Woodward reported second quarter fiscal 2026 net sales of $1.1 billion, up 23%, and diluted EPS of $2.19, up 23% from the prior year. The company raised its full-year 2026 guidance, with adjusted EPS now expected at $9.15 to $9.45, up from $8.20 to $8.60, which signals higher expected earnings for shareholders.
Q2 net earnings were $134 million and adjusted EPS was $2.27, up 34% from the prior year period.
FY26 adjusted EPS guidance rose to $9.15-$9.45 from $8.20-$8.60 issued on February 2, 2026; sales growth guidance rose to 20%-23% from 14%-18%.
Q2 free cash flow was $38 million, down 36%, as capital expenditures rose to $53 million from $18 million.
Share repurchases totaled $226 million in the quarter and $355 million year to date.
IDEX reported first quarter 2026 net sales of $886.9 million, up 9% on a reported basis and 5% organically, and reported diluted EPS of $1.61, up from $1.26. The company raised its full-year 2026 organic sales and adjusted diluted EPS guidance, which signals higher expected earnings for shareholders.
Q1 2026 net sales of $886.9 million rose 9% reported and 5% organically; reported diluted EPS was $1.61 versus $1.26 a year earlier.
Full-year 2026 organic sales growth guidance raised to 3% to 4%, up from 1% to 2%.
Full-year 2026 adjusted diluted EPS guidance raised to $8.35 to $8.55, up from $8.15 to $8.35.
Gross margin fell to 44.9% from 45.3%; the company repurchased $76 million of shares and paid $53 million in dividends in the quarter.
OneSpaWorld reported first quarter 2026 results, with total revenues up 13% to $247.6 million and net income up 40% to $21.3 million from the first quarter of 2025. The company raised its full-year 2026 guidance for total revenues and Adjusted EBITDA, and its Board declared a $0.05 per share quarterly dividend.
Total revenues rose 13% to $247.6 million, and net income rose 40% to $21.3 million, or $0.21 per diluted share, versus $0.15 a year earlier.
Adjusted EBITDA rose 21% to $32.2 million from $26.6 million in the first quarter of 2025.
FY 2026 guidance: total revenues of $1.014 to $1.034 billion and Adjusted EBITDA of $129.0 to $139.0 million, compared with prior guidance of $1.010 to $1.030 billion and $128.0 to $138.0 million.
Quarterly dividend of $0.05 per share is payable June 3, 2026; no shares were repurchased in the first quarter of 2026.
Generac reported first-quarter 2026 net income of $73 million, or $1.24 per diluted share, up from $44 million, or $0.73, a year earlier. The company also raised its full-year 2026 net sales growth and adjusted EBITDA margin outlook, citing data center backlog and the Enercon acquisition, and it reorganized its reporting into Residential and Commercial & Industrial segments. Gross profit margin fell to 38.7% from 39.5%.
Net sales rose 12% to $1.06 billion from $942 million; Commercial & Industrial sales rose about 28% to $510 million.
Adjusted net income was $106 million, or $1.80 per diluted share, versus $1.26 a year earlier.
2026 net sales growth outlook raised to mid-to-high teens percent from mid-teens percent; adjusted EBITDA margin outlook raised to 18.5% to 19.5% from 18.0% to 19.0%.
Enercon acquisition was completed on April 1, 2026, after Allmand was completed on January 5.
Constellium reported first-quarter 2026 revenue of $2.5 billion, up 24% from a year earlier, and net income of $196 million, compared with $38 million in the first quarter of 2025. The company raised its 2026 guidance to Adjusted EBITDA of $900 million to $940 million, excluding the non-cash impact of metal price lag, and Free Cash Flow above $275 million.
Adjusted EBITDA was $359 million, up from $186 million, including a non-cash metal price lag benefit of $97 million.
Diluted earnings per share were $1.42, compared with $0.26 in the first quarter of 2025.
Free Cash Flow was $5 million, and the company repurchased 1.2 million shares for $28 million.
Leverage was 2.2x at March 31, 2026, and the 2026 Free Cash Flow guidance is above $275 million.
Biogen reported first quarter 2026 total revenue of $2.5 billion, up 2% year over year, and non-GAAP diluted EPS of $3.57, up 18%. The company lowered its full-year 2026 non-GAAP diluted EPS guidance to $14.25 to $15.25 from $15.25 to $16.25, citing an approximately $1.00 impact from acquired IPR&D charges, and said it plans to announce updated guidance including the proposed Apellis acquisition with its second quarter results.
Q1 2026 total revenue was $2,478 million, up 2% year over year; GAAP diluted EPS was $2.15, up 31%.
Full-year 2026 non-GAAP diluted EPS guidance is now $14.25 to $15.25, down from $15.25 to $16.25 in February 2026, excluding the Apellis transaction.
Biogen proposed acquiring Apellis Pharmaceuticals, subject to customary closing conditions, with closing expected in the second quarter of 2026.
First quarter cash flow from operations was approximately $646 million, and net debt was approximately $1.5 billion as of March 31, 2026.
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.