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).
Apollo and its subsidiary Athene preliminarily estimated first-quarter 2026 alternative net investment income at about $205 million pre-tax, a 6% annualized return on alternative investments. The company said lower equity returns and a lower contribution from origination platforms, including ATLAS SP Partners, weighed on the quarter, while the company's main pooled vehicle still returned an estimated 7%. These figures are unaudited and may change before the full first-quarter results on May 6, 2026.
Estimated alternative net investment income: about $205 million pre-tax for the quarter ended March 31, 2026, a 6% annualized return.
Pooled investment vehicle held by Athene: estimated 7% annualized return, reflecting lower contribution from origination platforms including ATLAS SP Partners.
Athene's retirement services platform investments: estimated 3% annualized return, including its investment in Athora Holding Ltd.
Full first-quarter earnings release and financial supplement scheduled for May 6, 2026; figures remain preliminary and unaudited.
Penguin Solutions reported fiscal second-quarter 2026 net sales of $343 million, down 6% from a year earlier, and raised its full-year fiscal 2026 net sales and non-GAAP EPS outlook. GAAP diluted EPS rose to $0.58 from $0.09, helped by a $27.0 million gain on disposition of an equity investment, while non-GAAP diluted EPS was flat at $0.52.
Net sales were $343.0 million versus $365.5 million a year earlier; Integrated Memory rose to $171.6 million from $105.3 million, while Advanced Computing fell to $115.7 million from $200.2 million.
GAAP diluted EPS was $0.58 versus $0.09; non-GAAP diluted EPS was $0.52, the same as the year-ago quarter.
Fiscal 2026 net sales growth outlook was raised to 12% year over year (±5%) from 6% (±10%); non-GAAP EPS outlook was raised to $2.15 (±$0.15) from $2.00 (±$0.25).
GAAP gross margin fell 130 basis points to 27.3%, while non-GAAP gross margin rose 40 basis points to 31.2%.
Lamb Weston reported fiscal third-quarter 2026 net sales of $1,564.8 million, up 3%, but net income fell 63% to $54.0 million and diluted EPS fell to $0.39 from $1.03. The company raised the midpoint of its fiscal 2026 net sales and adjusted EBITDA outlook and cut its expected capital expenditures, while the International segment took a $32.5 million raw potato write-off.
Q3 net sales $1,564.8 million, up 3%; adjusted EBITDA $271.7 million, down 27%
Q3 net income $54.0 million, down 63%; diluted EPS $0.39 versus $1.03 a year earlier
Fiscal 2026 adjusted EBITDA guidance narrowed to $1.08 billion to $1.14 billion from $1.00 billion to $1.20 billion
Expected fiscal 2026 capital expenditures cut to approximately $400 million from approximately $500 million; quarterly dividend $0.38 per share
UniFirst reported fiscal second-quarter 2026 results, with revenue up 3.4% to $622.5 million but net income down to $20.5 million from $24.5 million and diluted EPS down to $1.13 from $1.31. The company said it is no longer providing financial guidance or hosting quarterly conference calls because of its pending transaction with Cintas, under which UniFirst shareholders would receive $155.00 in cash and 0.7720 Cintas shares per share.
Operating income was $26.0 million versus $31.2 million a year earlier; operating margin was 4.2% versus 5.2%.
Costs related to the enterprise resource planning project reduced diluted EPS by $0.12 in the quarter.
Shareholder engagement and proxy costs of about $2.0 million and employee-related legal expenses of $2.5 million were recorded.
The company repurchased no shares in the quarter and had $8.9 million remaining under its repurchase authorization.
Conagra reported third-quarter fiscal 2026 results for the quarter ended February 22, 2026. Reported net sales fell 1.9% to $2.8 billion and adjusted EPS fell to $0.39 from $0.51, though organic net sales rose 2.4%. The company narrowed its fiscal 2026 adjusted EPS outlook to about $1.70, the low end of its $1.70 to $1.85 range, and lowered its expected adjusted equity earnings, which points to lower profit for shareholders this year.
Reported net sales fell 1.9% to $2.8 billion, with a 4.8% decrease from M&A offsetting 2.4% organic growth.
Adjusted EPS was $0.39, down 23.5%; reported diluted EPS was $0.42, up 40.0%, including about $0.07 from unusual tax items.
Fiscal 2026 adjusted EPS guidance is about $1.70, at the low end of the $1.70 to $1.85 range; adjusted equity earnings now expected at about $140 million versus a prior estimate of about $170 million.
For the first three quarters, the company reported a net loss of $299.3 million, including $771.3 million in goodwill impairment charges.
Atlas Energy Solutions said it now expects first quarter 2026 Adjusted EBITDA of approximately $26-30 million, compared with prior guidance of roughly flat with fourth quarter 2025 levels, citing costly Kermit maintenance, purchased third-party sand, and higher trucking and diesel costs. The company also announced a five-year power purchase agreement for private grid power, which it expects to generate approximately $50-55 million of annualized Adjusted Free Cash Flow once operational in the first half of 2027.
Q1 2026 Adjusted EBITDA now expected at approximately $26-30 million, versus prior guidance of approximately flat with Q4 2025 levels.
Q1 margins were hurt by about 150 thousand tons of purchased third-party sand, and by a temporary spike in trucking rates and late-quarter diesel price increases.
Five-year power purchase agreement with a technology infrastructure provider, with two additional five-year renewal options; full energization expected in the first half of 2027.
Q2 2026 Adjusted EBITDA expected to total approximately $50 million.
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.