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
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
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
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
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
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.
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.
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.
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.
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.
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
Ventas reported first-quarter 2026 results that improved year over year, with total revenue of $1.66 billion, up from $1.36 billion, and normalized FFO of $0.94 per share, up from $0.86. The company raised its full-year 2026 guidance for per share Attributable Net Income, Nareit FFO and Normalized FFO, and increased its 2026 senior housing investment target to $3 billion.
Q1 2026 Attributable Net Income was $0.11 per diluted share, up from $0.10 a year earlier; Normalized FFO was $0.94, up from $0.86
Full-year 2026 Normalized FFO guidance midpoint rose to $3.86 per share from $3.83; the range is now $3.82 to $3.89
2026 investment volume expectation increased to $3 billion from $2.5 billion; $1.7 billion of senior housing investments closed year to date through April 2026
Net Debt-to-Further Adjusted EBITDA was 5.0x at March 31, 2026, and liquidity was $5.5 billion
Brixmor reported first-quarter 2026 net income attributable to the company of $127.8 million, or $0.41 per diluted share, up from $69.7 million, or $0.23 per diluted share, a year earlier, on total revenues of $354.8 million versus $337.5 million. The company raised the low end of its 2026 Nareit FFO per diluted share outlook to $2.34-$2.37 from $2.33-$2.37 and raised same property NOI growth expectations to 4.75%-5.50% from 4.50%-5.50%.
Net income attributable to Brixmor was $0.41 per diluted share for the quarter ended March 31, 2026, versus $0.23 a year earlier, and included a $52.1 million gain on sale of real estate assets.
Nareit FFO was $179.6 million, or $0.58 per diluted share, versus $0.56 a year earlier; same property NOI rose 6.4%.
2026 Nareit FFO per diluted share outlook is $2.34-$2.37, up from $2.33-$2.37; same property NOI growth outlook is 4.75%-5.50%, up from 4.50%-5.50%.
The board declared a quarterly dividend of $0.3075 per share, payable July 15, 2026 to holders of record on July 2, 2026.
Cadence reported first-quarter 2026 revenue of $1.474 billion, up from $1.242 billion a year earlier, and non-GAAP diluted earnings of $1.96 per share, up from $1.57. The company raised its full-year 2026 revenue outlook to $6.125 billion to $6.225 billion, from a prior range of $5.900 billion to $6.000 billion, and reported a record backlog of $8.0 billion.
Q1 2026 revenue of $1.474 billion vs. $1.242 billion in Q1 2025
Q1 2026 GAAP diluted EPS of $1.23 vs. $1.00; non-GAAP diluted EPS of $1.96 vs. $1.57
FY 2026 revenue outlook raised to $6.125 billion-$6.225 billion from $5.900 billion-$6.000 billion
Quarter-end backlog of $8.0 billion; about $200 million planned for share repurchases in Q2 2026
Chemed reported first-quarter 2026 revenue up 1.6% to $657.5 million, with GAAP diluted EPS of $4.84, down 0.4%, and adjusted diluted EPS of $5.65, up 0.4%. The company raised its full-year 2026 adjusted EPS guidance to $24.00 to $24.75 from $23.25 to $24.25, citing stronger VITAS performance and share repurchases.
Q1 2026 revenue rose 1.6% to $657.5 million; GAAP diluted EPS was $4.84, down 0.4%, and adjusted diluted EPS was $5.65, up 0.4%.
Full-year 2026 adjusted EPS guidance raised to $24.00 to $24.75 from $23.25 to $24.25.
VITAS anticipated ADC growth raised to 4.5% to 5.5% from 3.5% to 4.0%; Roto-Rooter adjusted EBITDA margin guidance lowered to 21.5% to 22.5% from 22.5% to 23.0%.
Repurchased 500,000 shares for $197.7 million in the quarter; about $229.6 million of authorization remained as of March 31, 2026.
World Kinect reported first quarter 2026 revenue of $9.69 billion, up 2% from a year earlier, and GAAP net income of $26 million, or $0.50 per diluted share, compared with a loss of $0.37 per share in the first quarter of 2025. The company raised its full-year 2026 adjusted diluted EPS guidance to $2.65 to $2.85 per share from $2.20 to $2.40, and said Marine gross profit growth offset a 16% decline in Land gross profit. The company also said it is realigning its brand to World Fuel effective immediately, while keeping World Kinect as its legal name and ticker WKC.
Revenue was $9.69 billion, up 2% from $9.45 billion; GAAP diluted EPS was $0.50 versus a loss of $0.37 a year earlier.
Adjusted diluted EPS was $0.75, up 56% from $0.48 in the first quarter of 2025.
2026 adjusted diluted EPS guidance was raised to $2.65 to $2.85 from $2.20 to $2.40.
Marine gross profit rose 86% to $66 million, while Land gross profit fell 16% to $67 million, principally due to the U.K. Land sale.
Phillips Edison & Company reported first-quarter 2026 net income attributable to stockholders of $30.4 million, or $0.24 per diluted share, up from $26.3 million, or $0.21, a year earlier. The company also raised its full-year 2026 Core FFO per share guidance to $2.72 to $2.78 from $2.71 to $2.77, which matters to shareholders because it signals higher expected operating earnings for the year.
First-quarter Core FFO was $0.69 per diluted share, up from $0.65, a 6.2% increase
Full-year 2026 Core FFO per share guidance raised to $2.72 to $2.78 from $2.71 to $2.77
Full-year 2026 net income per share guidance raised to $0.79 to $0.81 from $0.74 to $0.77
Conference call and webcast scheduled for Friday, April 24, 2026 at 12:00 p.m. Eastern Time
Digital Realty reported first-quarter 2026 results on April 23, 2026, with total revenues of $1.6 billion, up 16% from the same quarter last year, and net income available to common stockholders of $0.46 per diluted share, up from $0.27. The company also raised its 2026 Core FFO per share outlook to $8.00 to $8.10 from $7.90 to $8.00, which would be a higher expected profitability measure for shareholders.
Q1 2026 Core FFO per diluted share of $2.04, compared with $1.77 in Q1 2025
Q1 2026 net income available to common stockholders of $0.46 per diluted share, compared with $0.27 in Q1 2025
2026 Core FFO per share outlook raised to $8.00 to $8.10 from $7.90 to $8.00
Total revenues of $1.6 billion in Q1 2026, a 16% increase from the same quarter last year
Ryder reported first-quarter 2026 results with GAAP diluted EPS from continuing operations of $2.34, up from $2.29, and comparable EPS of $2.54, up from $2.46, on total revenue of $3.1 billion, flat year over year. The company raised its full-year 2026 comparable EPS forecast to $14.05 to $14.80, which matters to shareholders because it signals a higher earnings outlook, while pre-tax earnings fell to $118 million from $134 million.
Q1 2026 GAAP EPS from continuing operations was $2.34 versus $2.29; comparable EPS was $2.54 versus $2.46.
Total revenue was $3.1 billion, consistent with the prior year; earnings before income taxes were $118 million versus $134 million.
Full-year 2026 comparable EPS forecast is $14.05 to $14.80; GAAP EPS forecast is $13.15 to $13.90.
Q1 free cash flow (non-GAAP) was $273 million versus $259 million, while net cash from operating activities was $583 million versus $651 million.
Kaiser Aluminum reported record first quarter 2026 results, with net sales of $1.1 billion, up from $777 million a year earlier, and net income of $63 million, or $3.71 per diluted share, versus $22 million, or $1.31, in the prior year period. The company raised its full-year 2026 outlook, now expecting Adjusted EBITDA to improve 20% to 30% year-over-year.
Net income $63 million, or $3.71 per diluted share, versus $22 million, or $1.31, in Q1 2025
Adjusted EBITDA $129 million, a 31.8% margin on Conversion Revenue, versus $73 million a year earlier
Full-year 2026 outlook: Conversion Revenue to improve 10% to 15%; Adjusted EBITDA to improve 20% to 30%
Quarterly dividend of $0.77 per share declared April 13, 2026, payable May 15, 2026; net debt leverage ratio improved to 2.8x
Getty Realty reported first-quarter 2026 net earnings of $26.6 million, or $0.43 per diluted share, up from $14.8 million, or $0.25, a year earlier. The company also raised its 2026 AFFO per share guidance to $2.50 to $2.52 from $2.48 to $2.50, which is a positive signal for shareholders.
Net earnings of $26.6 million, or $0.43 per diluted share, versus $14.8 million, or $0.25, in Q1 2025
Diluted AFFO of $0.63 per share, versus $0.59 in Q1 2025; total revenues of $57.8 million, versus $52.3 million
2026 AFFO guidance raised to $2.50 to $2.52 per diluted share from $2.48 to $2.50
Committed investment pipeline of more than $125.0 million for 43 properties as of April 22, 2026
WEX reported first-quarter 2026 revenue of $673.8 million, up 5.8%, and adjusted net income of $145.3 million, or $4.15 per diluted share, up 18.2%. The company raised its full-year 2026 revenue guidance to $2.82 billion to $2.88 billion and its adjusted EPS guidance to $18.95 to $19.55 per diluted share, which signals higher expected results for shareholders.
Q1 2026 revenue of $673.8 million, up 5.8%; GAAP net income of $77.7 million, or $2.22 per diluted share, up 22.7%
Full-year 2026 revenue guidance raised to $2.82 billion to $2.88 billion; adjusted EPS guidance of $18.95 to $19.55
Second-quarter 2026 guidance: revenue of $727 million to $747 million and adjusted EPS of $4.93 to $5.13
Net cash used for operating activities was $330.8 million, compared with $481.6 million a year earlier; adjusted free cash flow was $49.5 million, compared with $16.2 million
United Rentals reported first-quarter 2026 total revenue of $3.985 billion and net income of $531 million, up from $518 million a year earlier, with diluted EPS of $8.43 versus $7.91. The company also raised its 2026 outlook, lifting total revenue guidance to $16.9 billion to $17.4 billion and adjusted EBITDA guidance to $7.625 billion to $7.875 billion. Prior-year results included a merger termination benefit, which the filing says affected the year-over-year comparison.
Q1 2026 total revenue of $3.985 billion; net income of $531 million, up from $518 million
Diluted EPS of $8.43 versus $7.91 a year earlier; the 2025 figure included a $0.45 per diluted share H&E merger termination benefit
2026 total revenue outlook raised to $16.9 billion to $17.4 billion from $16.8 billion to $17.3 billion
Q1 2026 included a $45 million restructuring charge; $500 million returned to shareholders in the quarter
Pitney Bowes released preliminary, unaudited first-quarter 2026 results and raised its full-year 2026 guidance for revenue, Adjusted EBIT, Adjusted EPS and free cash flow. Q1 revenue of about $477 million was down 3% from Q1 2025, while Adjusted EBIT, Adjusted EPS and free cash flow all improved from a year earlier. The figures are preliminary and may change before the Form 10-Q, with complete Q1 results due May 5, 2026.
Preliminary Q1 2026 revenue of about $477 million, vs. $493 million in Q1 2025; the 3% decline compares with a 5% decline in Q1 2025 and 7% in the prior quarter
Adjusted EBIT of about $130 million vs. $120 million; Adjusted EPS of about $0.47 vs. $0.33; free cash flow of about $44 million vs. a $20 million use in Q1 2025
Updated Adjusted EBIT and Adjusted EPS guidance now include about $15.4 million and $0.08 of pension costs previously excluded; full Q1 results are due May 5, 2026, with a call on May 6 at 8:00 a.m. ET
Valmont reported first-quarter 2026 results with net sales up 6.2% to $1.03 billion and diluted earnings per share up 27.5% to $5.51, which the company called a record first quarter for EPS. It raised its full-year 2026 diluted EPS outlook to $21.50 to $23.50 from $20.50 to $23.50, with the low end of the range increased.
Net sales rose 6.2% to $1.03 billion; diluted EPS rose 27.5% to $5.51 from $4.32 a year earlier
Full-year 2026 diluted EPS outlook raised to $21.50 to $23.50 from $20.50 to $23.50; net sales outlook unchanged at $4.2 to $4.4 billion
Agriculture segment sales fell 15.1% to $227.0 million, while Infrastructure sales rose 14.1% to $805.9 million
Returned $70.8 million to shareholders in the quarter, including $57.5 million in share repurchases and a 13% increase in the quarterly dividend to $0.77 per share
Onto Innovation reported a preliminary first-quarter 2026 revenue estimate of $292 million, above its previously communicated outlook of $275 to $285 million. It also set second-quarter 2026 revenue guidance of $320 to $330 million, which the company says is an 8% increase over its previously shared outlook. For shareholders, both the quarter and the forward guidance point higher than prior company expectations, though the figures are preliminary until full results are released.
Preliminary Q1 2026 revenue estimate of $292 million, versus prior outlook of $275 to $285 million
Q2 2026 guidance of $320 to $330 million, an 8% increase over previously shared outlook
Dragonfly G5 system qualified for 2.5D advanced packaging applications, with initial shipments expected in June
Full Q1 results to be released after market close on May 5, 2026, followed by a conference call
Treace Medical preliminarily reported first-quarter 2026 revenue of $47.0 million to $47.2 million and cash of about $51.9 million, and raised the low end of its full-year 2026 revenue guidance to $202 million to $212 million. The company also said Chief Commercial Officer Gaetano M. Guglielmino departed effective April 8, 2026, and will not be replaced, with his duties moved to existing staff and the head of sales reporting to the CEO.
Preliminary Q1 2026 revenue: $47.0 million to $47.2 million (unaudited; subject to financial closing procedures)
Cash, equivalents and marketable securities about $51.9 million at March 31, 2026, up about $3.5 million from $48.4 million at December 31, 2025
2026 revenue guidance updated to $202 million to $212 million, from $200 million to $212 million previously
Chief Commercial Officer Gaetano M. Guglielmino departed April 8, 2026; consulting agreement runs through January 31, 2027 at a monthly fee of $36,666.67
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