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).
Arcosa reported first-quarter 2026 results for continuing operations, with revenue of $571.7 million (up 4%) and Adjusted EBITDA of $102.9 million (up 10%). The company raised its full-year 2026 guidance for continuing operations after completing the sale of its barge business on April 1, 2026, which shareholders may view as a simplified portfolio with higher expected earnings.
Q1 2026 continuing operations: revenue $571.7 million, up 4%; Adjusted EBITDA $102.9 million, up 10%; Adjusted EBITDA margin 18.0%, up 100 basis points
Full-year 2026 Adjusted EBITDA guidance raised to $545 million to $585 million from $520 million to $565 million; revenue guidance raised to $2.6 billion to $2.7 billion from $2.54 billion to $2.67 billion
Barge business sale completed April 1, 2026; $83.0 million of proceeds used in April to prepay part of the term loan
Utility and related structures revenue rose 15% in the quarter; record backlog of $557.6 million at March 31, 2026
Bio-Rad reported first-quarter 2026 net sales of $592.1 million, up 1.1% from a year earlier, but a $738.2 million loss from the change in fair market value of its equity securities and loan receivable led to a GAAP net loss of $527.1 million, or $19.55 per diluted share. The company also lowered its full-year 2026 non-GAAP outlook, which matters to shareholders because the currency-neutral revenue range and operating margin range both moved down.
Q1 2026 net sales were $592.1 million, up 1.1%; currency-neutral sales fell 4.2%.
GAAP net loss was $527.1 million, or $19.55 per diluted share, versus net income of $64.0 million, or $2.29, in Q1 2025.
Non-GAAP diluted earnings per share were $1.89, versus $2.54 a year earlier; free cash flow was $78.1 million.
2026 outlook: currency-neutral revenue now a decline of about 3.0% to growth of about 0.5%, versus prior growth of 0.5% to 1.5%; non-GAAP operating margin now about 10.0% to 12.0%, versus prior 12.0% to 12.5%.
Casella Waste Systems reported first-quarter 2026 revenue of $457.3 million, up 9.6% from a year earlier, and adjusted EBITDA of $97.1 million, up 12.3%, while its net loss widened to $5.5 million from $4.8 million. The company raised its fiscal 2026 guidance for revenue, adjusted EBITDA and adjusted free cash flow, citing acquisitions, but lowered its net income estimate to $4 million to $10 million from $16 million to $22 million.
Q1 2026 revenue was $457.3 million, up $40.2 million from the same period in 2025; net loss was $5.5 million versus $4.8 million a year earlier.
Adjusted EBITDA was $97.1 million, up 12.3%; adjusted free cash flow was $30.7 million, up $1.6 million.
Fiscal 2026 revenue guidance was raised to $2.060 billion to $2.080 billion; adjusted EBITDA guidance was raised to $473 million to $483 million.
Fiscal 2026 net income guidance was lowered to $4 million to $10 million from $16 million to $22 million.
Clorox reported third-quarter fiscal 2026 results for the quarter ended March 31, 2026, with net sales flat at $1.67 billion and adjusted EPS up 13% to $1.64. The company lowered its full-year outlook, now expecting adjusted EPS of $5.45 to $5.65 versus a prior range of $5.95 to $6.30, and gross margin down 250 to 300 basis points, which weighs on shareholder value expectations for the year.
Q3 net sales were $1.67 billion, flat year over year; organic sales decreased 1%; gross margin fell 140 basis points to 43.2%.
Q3 adjusted EPS rose 13% to $1.64; diluted EPS rose 3% to $1.54.
Full-year fiscal 2026 adjusted EPS outlook is $5.45 to $5.65, a decline of 27% to 29%, versus a prior range of $5.95 to $6.30; net sales are now expected to fall about 6%.
The GOJO Industries acquisition closed April 1, 2026; an inventory draw-down tied to the ERP transition is expected to reduce fiscal 2026 EPS by about 90 cents.
Twilio reported first quarter 2026 revenue of $1.41 billion, up 20% year-over-year, and GAAP diluted earnings per share of $0.57 versus $0.12 a year earlier. The company raised its full-year 2026 non-GAAP income from operations range and free cash flow range to $1.08 billion to $1.10 billion each, from $1.04 billion to $1.06 billion, which lifts the outlook for shareholders. Operating cash flow and free cash flow for the quarter were lower than a year earlier.
Q1 revenue of $1.41 billion, up 20% reported and 16% organic; non-GAAP diluted EPS of $1.50 versus $1.14
FY2026 non-GAAP income from operations raised to $1.08 billion to $1.10 billion, from $1.04 billion to $1.06 billion
Q1 free cash flow of $132.3 million versus $178.3 million a year earlier; $253.4 million of shares repurchased in Q1
Q2 2026 revenue guidance of $1.420 billion to $1.430 billion and non-GAAP diluted EPS guidance of $1.27 to $1.32
Universal Display reported first quarter 2026 total revenue of $142.2 million, down from $166.3 million a year earlier, and net income of $35.9 million, or $0.76 per diluted share, down from $64.4 million, or $1.35 per diluted share. The company lowered its 2026 revenue guidance to $630 million to $670 million from $650 million to $700 million, and its board authorized an additional $400 million share repurchase program.
Q1 2026 total revenue was $142.2 million versus $166.3 million in Q1 2025; royalty and license fees fell to $54.2 million from $73.6 million.
Operating income was $42.8 million versus $69.7 million a year earlier.
2026 revenue guidance was revised to $630 million to $670 million, down from $650 million to $700 million.
Board authorized up to $400 million in new buybacks on April 28, 2026, and declared a $0.50 per share dividend payable June 30, 2026.
Ryan Specialty reported first quarter 2026 results for the period ended March 31, 2026. Total revenue rose 15.2% to $795.2 million and net income was $40.6 million, compared with a loss of $4.4 million a year earlier, but operating income fell 5.6% to $94.6 million. The company also updated its 2026 outlook to mid-single-digit organic revenue growth and an Adjusted EBITDAC margin 100 to 150 basis points lower than in 2025, and declared a $0.13 quarterly dividend.
Total revenue grew 15.2% year-over-year to $795.2 million; organic revenue growth was 11.8%, compared with 12.9% a year earlier.
Net income was $40.6 million, or $0.13 per diluted share, versus a loss of $(0.22) per share a year earlier; Adjusted diluted EPS rose 20.5% to $0.47.
2026 guidance: organic revenue growth in the mid-single digits and an Adjusted EBITDAC margin down 100 to 150 basis points versus the prior year.
Quarterly dividend of $0.13 per Class A share declared April 30, 2026, payable May 26, 2026, to holders of record as of May 12, 2026.
SPX Technologies reported first-quarter 2026 revenue of $566.8 million, up 17.4%, and diluted GAAP EPS of $1.27, up 15.5%, with adjusted EPS of $1.69, up 22.5%. The company raised its full-year 2026 guidance for revenue, adjusted EBITDA and adjusted EPS, and total debt rose to $674.0 million from $501.6 at year-end 2025.
Q1 2026 revenue $566.8 million, up 17.4% (7.4% organic); GAAP EPS $1.27, up 15.5%; adjusted EPS $1.69, up 22.5%
2026 adjusted EPS guidance raised to $7.75 to $8.15 from $7.60 to $8.00
2026 adjusted EBITDA guidance raised to $600 million to $625 million from $590 million to $620 million; revenue guidance raised to $2.575 billion to $2.645 billion
Total debt $674.0 million and total cash $158.3 million at March 28, 2026, versus $501.6 million and $366.0 million at December 31, 2025
Healthcare Realty Trust reported first quarter 2026 results on April 30, 2026. Normalized FFO was $0.41 per diluted share, up from $0.39 a year earlier, and the GAAP net loss narrowed to $56 thousand, or $(0.00) per share, from $44.9 million, or $(0.13) per share. Total revenues fell to $279.0 million from $299.0 million, and the company raised its 2026 Normalized FFO guidance to $1.59 to $1.65 per share.
Normalized FFO of $0.41 per diluted share, versus $0.39 in the first quarter of 2025; NAREIT FFO was $0.35 per share in both periods
GAAP net loss of $56 thousand, or $(0.00) per share, versus a net loss of $44.9 million, or $(0.13) per share, a year earlier
Total revenues of $279.0 million, versus $299.0 million in the first quarter of 2025
2026 Normalized FFO guidance raised to $1.59 to $1.65 per share from $1.58 to $1.64; quarterly dividend of $0.24 per share payable May 22, 2026
Tanger reported first-quarter 2026 diluted net income of $0.24 per share, up from $0.17, and FFO of $0.59 per share, up from $0.53, with prior-year results including a $0.04 per share impairment charge. The company raised its full-year 2026 diluted FFO per share estimate to $2.42 to $2.50 from $2.41 to $2.49 and lifted the net income per share range to $1.05 to $1.13, and its board approved a 6.8% dividend increase to $1.25 per share annualized.
Q1 2026 net income available to common shareholders was $28.1 million, or $0.24 per share, versus $19.0 million, or $0.17 per share, a year earlier.
Q1 2026 FFO available to common shareholders was $70.4 million, or $0.59 per share, versus $62.7 million, or $0.53 per share.
2026 diluted FFO per share guidance is $2.42 to $2.50, up from $2.41 to $2.49; diluted net income per share guidance is $1.05 to $1.13, up from $1.04 to $1.12.
Board approved a 6.8% dividend increase to $1.25 per share annualized; quarterly dividend of $0.3125 is payable May 15, 2026.
DiamondRock Hospitality reported first-quarter 2026 results on April 30, 2026, with net income attributable to common stockholders up 54.3% to $14.5 million and total revenues up 1.3% to $258.2 million. The company raised the midpoint of its full-year 2026 guidance, citing better-than-expected first-quarter results and a more favorable insurance renewal, while keeping a measured outlook given geopolitical events and macroeconomic uncertainty. For shareholders, the higher earnings and raised outlook point to improved profitability, though the guidance excludes any dispositions, acquisitions or share repurchases.
Net income attributable to common stockholders was $14.5 million, or $0.07 per diluted share, up 54.3% and 75.0% from the first quarter of 2025.
Full-year 2026 Adjusted EBITDA guidance is now $296 million to $308 million, up from $287 million to $302 million.
Adjusted FFO per diluted share for the quarter was $0.22, up 15.8%; 2026 Adjusted FFO per share guidance is now $1.12 to $1.18.
On April 28, 2026, the board approved a new $300 million share repurchase program; no shares have been repurchased under it yet.
Kirby reported first-quarter 2026 net earnings attributable to Kirby of $81.2 million, or $1.50 per diluted share, up from $76.0 million, or $1.33 per share, a year earlier, on revenue of $844.1 million compared with $785.7 million. The company raised its full-year 2026 earnings per share growth guidance to 5% to 15%, up from 0% to 12%, citing improved marine market conditions and power generation demand.
Q1 2026 diluted EPS $1.50 vs. $1.33; net earnings attributable to Kirby $81.2 million vs. $76.0 million
Total revenues $844.1 million vs. $785.7 million; EBITDA (non-GAAP) $183.1 million vs. $174.3 million
2026 EPS growth guidance raised to 5% to 15% from 0% to 12%; distribution and services operating margin was 6.7% vs. 7.3%
Q1 share repurchases of $52.7 million at an average price of $123.18; stockholders elected three Class I directors on April 27, 2026
AMETEK reported first quarter 2026 sales of $1.93 billion, up 11% from a year earlier, and GAAP diluted earnings of $1.74 per share, up from $1.52. The company raised its full-year 2026 adjusted earnings per share guidance to $7.94 to $8.14, from $7.87 to $8.07, and said it agreed to acquire First Aviation Services, which has annual sales of about $80 million. The guidance increase is positive for shareholders, while the acquisition remains subject to customary closing conditions and regulatory approvals.
Q1 2026 sales were $1.93 billion, up 11%; GAAP diluted EPS was $1.74 versus $1.52 in Q1 2025
Adjusted diluted EPS was $1.97, up 13% from $1.75 in Q1 2025
Full-year 2026 adjusted EPS guidance raised to $7.94 to $8.14 from $7.87 to $8.07; Q2 2026 adjusted EPS guided to $1.96 to $2.00
Agreement to acquire First Aviation Services, with annual sales of approximately $80 million, subject to regulatory approvals
Trinity Industries reported first-quarter 2026 diluted EPS from continuing operations of $0.32, up from $0.29 a year earlier, while revenue fell to $492 million from $585.4 million. The company raised its full-year 2026 EPS guidance to $2.20-$2.40 from $1.85-$2.10, citing higher expected gains on railcar sales, including about $130 million of non-cash pre-tax gain expected in the second quarter from the Napier Park partnership restructuring.
Q1 2026 diluted EPS from continuing operations was $0.32 versus $0.29 in Q1 2025; revenue was $492 million versus $585.4 million.
Full-year 2026 EPS guidance raised to $2.20-$2.40 from $1.85-$2.10, a 16% increase at the midpoint.
Expected non-cash pre-tax gain of about $130 million in Q2 2026 from the Napier Park railcar partnership transaction, closed April 9, 2026.
Series 2026-1 Green Secured Railcar Equipment Notes of $481 million issued April 17, 2026 at a 5.36% all-in interest rate.
National Fuel Gas reported second-quarter fiscal 2026 adjusted EPS of $2.71, up 13% from $2.39 a year earlier, with higher realized natural gas prices driving the Integrated Upstream and Gathering segment. The company also lowered its fiscal 2026 adjusted EPS guidance to $7.45 to $7.75 from $7.60 to $8.10, citing a lower natural gas price assumption and weather-related production delays, which matters to shareholders because the guidance midpoint falls to $7.60 from $7.85.
Second-quarter GAAP EPS was $2.59 on earnings of $247.7 million, compared with $2.37 on $216.4 million a year earlier.
Fiscal 2026 adjusted EPS guidance is now $7.45 to $7.75, down from $7.60 to $8.10 previously.
The NYMEX natural gas price assumption for the remaining six months of fiscal 2026 was cut by $0.75 to $3.00 per MMBtu.
The CenterPoint Energy Ohio natural gas utility acquisition is still expected to close in the fourth quarter of calendar 2026.
Parker Hannifin reported record fiscal third-quarter sales of $5.5 billion, up 11%, and adjusted EPS of $8.17, up 18%. The company raised its fiscal 2026 outlook, now expecting adjusted EPS of $31.20, and GAAP net income and diluted EPS declined year over year because the prior-year period included a one-time $180 million tax benefit.
Q3 sales rose 11% to a record $5.5 billion, with organic sales up 6.5%.
Diluted EPS was $7.06, down from $7.37 a year earlier, which included a one-time $1.37 discrete tax benefit; adjusted EPS rose 18% to a record $8.17.
Fiscal 2026 guidance: EPS of $27.10 ($31.20 adjusted) and reported sales growth of 7%.
Backlog reached a record $12.5 billion, and the company repurchased $275 million of shares in the quarter.
ATI reported first-quarter 2026 sales of $1.15 billion, up 1% from a year earlier, and net income attributable to ATI of $118 million, up 22%. The company raised its full-year 2026 adjusted EPS, adjusted EBITDA and adjusted free cash flow guidance, and its Board authorized an additional $500 million share repurchase, which matters to shareholders because it reflects higher profit and a larger capital return plan, though GAAP results include $26.4 million of pre-tax special charges.
Diluted EPS was $0.85 versus $0.67 a year earlier; adjusted EPS was $1.00 versus $0.72
Full-year 2026 adjusted EPS guidance raised to $4.20-$4.48 from $3.99-$4.27
Full-year adjusted free cash flow guidance raised to $465 million-$525 million from $430 million-$490 million
Board authorized an additional $500 million share repurchase; $545 million remained at end of first quarter
Laureate Education reported first-quarter 2026 revenue of $272.6 million, up 15% as reported but up 1% on a constant currency basis, with an operating loss of $27.5 million compared with $13.2 million a year earlier. The company raised its full-year 2026 Adjusted EPS guidance to $2.00 to $2.08 per share, citing share repurchases of about $105 million in the quarter, while its other 2026 outlook ranges were left unchanged.
Revenue rose 15% to $272.6 million as reported, but only 1% on a constant currency basis; about $9 million of academic calendar timing reduced results.
Net loss widened to $21.6 million from $19.6 million, and Adjusted EBITDA was $(2.3) million versus $5.4 million a year earlier.
Full-year 2026 Adjusted EPS guidance is now $2.00 to $2.08 per share, reflecting 16% to 21% growth as reported; revenue, Adjusted EBITDA and enrollment ranges were reaffirmed.
As of March 31, 2026, cash and cash equivalents were $157.4 million, gross debt was $217.1 million and about $76 million of repurchase authorization remained.
Hilton Grand Vacations reported first quarter 2026 net income attributable to stockholders of $66 million, or $0.79 diluted EPS, compared with a net loss of $17 million a year earlier, on total revenues of $1.285 billion. The company raised its full-year 2026 Adjusted EBITDA outlook, excluding deferrals and recognitions, to $1.225 billion to $1.265 billion from $1.185 billion to $1.225 billion. Results were reduced by a net construction deferral of $18 million, and contract sales were $719 million.
Total revenues were $1.285 billion versus $1.148 billion a year earlier; diluted EPS was $0.79 versus $(0.17).
Full-year 2026 Adjusted EBITDA outlook raised to $1.225 billion to $1.265 billion from $1.185 billion to $1.225 billion.
Repurchased 3.3 million shares for $150 million in the first quarter; $237 million remained under the 2025 Repurchase Plan as of April 23, 2026.
Real Estate Sales and Financing Adjusted EBITDA margin rose to 28.0% from 20.6%, while Resort Operations and Club Management margin fell to 31.8% from 34.0%.
Indivior reported first-quarter 2026 total net revenue of $317 million, up 19% from a year earlier, and GAAP net income of $89 million, or $0.69 per diluted share, versus $47 million, or $0.38, in the prior-year quarter. The company raised its full-year 2026 net revenue and adjusted EBITDA guidance, and said it will not advance two pipeline drugs internally, which shifts the company's focus toward its SUBLOCADE treatment.
Q1 2026 SUBLOCADE net revenue was $232 million, up 32% year over year; total net revenue was $317 million, up 19%.
GAAP net income was $89 million ($0.69 diluted EPS) versus $47 million ($0.38) a year earlier; adjusted EBITDA was $164 million, up 112%.
2026 net revenue guidance was raised to $1,215 million to $1,285 million from $1,125 million to $1,195 million; adjusted EBITDA guidance was raised to $620 million to $660 million from $535 million to $575 million.
Indivior will not pursue Phase 3 development of INDV-6001, and INDV-2000 did not meet its Phase 2 primary endpoint; the company will seek external partners for INDV-2000.
A. O. Smith reported first-quarter 2026 net sales of $945.6 million, down 2%, and net earnings of $118.0 million, down 14%, with diluted EPS of $0.85 versus $0.95 a year earlier. The company lowered its full-year 2026 adjusted EPS outlook to $3.70 to $4.00 from $3.85 to $4.15, which it attributed primarily to continued challenges in China, and narrowed its sales growth outlook to 2% to 4%.
Q1 2026 net sales $945.6 million, down 2% from $963.9 million; net earnings $118.0 million, down 14%; diluted EPS $0.85 versus $0.95
2026 adjusted EPS outlook lowered to $3.70 to $4.00 from $3.85 to $4.15; sales growth outlook revised to 2% to 4% from 2% to 5%
Rest of World sales fell 11% to $200.7 million; China sales fell 17% in local currency
Free cash flow was $118.9 million versus $17.4 million a year earlier; restructuring and impairment expenses of about $20 million are expected in Q2
Kimco Realty reported first quarter 2026 net income available to common shareholders of $157.4 million, or $0.23 per diluted share, up from $0.18 a year earlier, and FFO of $0.46 per diluted share, up 4.5%. The company raised its full-year 2026 net income per diluted share outlook to $0.83 to $0.87 from $0.80 to $0.84, and kept its FFO outlook at $1.81 to $1.84 after a narrower range was moved up at the low end, which matters to shareholders as it reflects higher expected earnings.
Q1 2026 net income per diluted share $0.23 vs. $0.18 in Q1 2025; FFO $311.3 million, or $0.46 per diluted share, vs. $0.44
Full-year 2026 net income per diluted share outlook raised to $0.83 to $0.87 from $0.80 to $0.84; FFO outlook $1.81 to $1.84 vs. $1.80 to $1.84 previously
Same property NOI growth of 1.7% in Q1; full-year outlook raised to +2.8% to +3.5% from +2.5% to +3.5%
Quarterly common dividend declared at $0.26 per share, a 4.0% increase, payable June 18, 2026
Royal Caribbean reported first-quarter 2026 net income of $0.9 billion, or $3.48 per share, up from $2.70 a year earlier, and total revenue of $4.5 billion, up 11%. It also set full-year 2026 Adjusted EPS guidance of $17.10 to $17.50, citing about $0.62 per share of higher fuel costs than prior guidance, partly offset by lower non-fuel costs and share repurchases.
Q1 2026 diluted EPS was $3.48 versus $2.70 in Q1 2025; Adjusted EPS was $3.60 versus $2.71.
Full-year 2026 Adjusted EPS is expected at $17.10 to $17.50, which the company says represents 11% year-over-year growth.
Fuel costs are expected to be about $0.62 per share higher than prior guidance, based on current at-the-pump rates.
Q1 shareholder returns totaled about $1.1 billion, including $836 million of share repurchases and $270 million of dividends.
Brunswick reported first-quarter 2026 net sales of $1,378.1 million, up 12.8% from a year earlier, and adjusted diluted EPS of $0.70, up 25%. The company raised its full-year 2026 adjusted diluted EPS guidance to $4.00 to $4.50, but GAAP operating earnings fell 10.7% to $50.3 million and free cash flow was negative $116.8 million for the quarter.
Q1 2026 GAAP diluted EPS was $0.32, up 6.7%; adjusted diluted EPS was $0.70, up 25%.
Full-year 2026 guidance: net sales $5.65 billion to $5.8 billion, adjusted diluted EPS $4.00 to $4.50, free cash flow $350 million or more.
Q1 GAAP operating earnings were $50.3 million, down 10.7%, including a $10.4 million supplier bankruptcy expense.
Q2 2026 guidance: revenue of $1.45 billion to $1.55 billion and adjusted diluted EPS of $1.10 to $1.20.
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.