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).
PepsiCo reported first-quarter 2026 results for the 12 weeks ended March 21, 2026, with net revenue up 8.5% to $19.4 billion and diluted EPS up 27% to $1.70. The company said it affirmed its fiscal 2026 guidance, and it attributed part of the revenue growth to a 3.4-percentage-point foreign exchange benefit and a 2.5-point net benefit from acquisitions and divestitures, with organic revenue growth at 2.6%.
Net revenue rose to $19.4 billion from $17.9 billion, up 8.5%; organic revenue grew 2.6%
Diluted EPS was $1.70 versus $1.33; core EPS was $1.61 versus $1.48, up 9%
Fiscal 2026 guidance was affirmed, including organic revenue growth of 2% to 4% and core constant currency EPS growth of 4% to 6%
The annualized dividend per share is set to rise 4% beginning with the June 2026 payment
ESCO Technologies agreed to acquire the Megger Group business of TBG AG for total consideration of $2.35 billion, made up of $0.9 billion in cash and ESCO equity valued at about $1.4 billion. The company also said preliminary second-quarter 2026 results were above its prior guidance, with revenue of $309 million, GAAP EPS of $1.29 and adjusted EPS of $1.91.
Deal value: $2.35 billion, including $0.9 billion in cash and about $1.4 billion in ESCO equity; cash to come from cash on hand and incremental debt, with committed financing in place
Megger is expected to have about $590 million in revenue in 2026; the deal values it at about 14x projected 2026 EBITDA, including synergies
Expected cost synergies of about $60 million within three years of closing; TBG would receive one board seat after closing
Preliminary Q2 2026: revenue $309 million, GAAP EPS $1.29, adjusted EPS $1.91; full results and outlook update due after the market close on May 7, 2026
PPG reported first quarter 2026 earnings per diluted share of $1.70, up from $1.64 a year earlier, and adjusted EPS of $1.83, up from $1.72, an increase of 6%. The company said first quarter results are expected to exceed its previous guidance and that second quarter organic sales and adjusted EPS are expected to be flat to low single-digit percentage growth versus the prior year period. Detailed first quarter results are due April 28, 2026.
GAAP EPS of $1.70 for Q1 2026 versus $1.64 in Q1 2025; adjusted EPS of $1.83 versus $1.72
Fifth consecutive quarter of organic sales growth with positive selling prices and flat sales volumes
Q2 2026 organic sales and adjusted EPS expected flat to low single-digit percentage growth versus Q2 2025
Detailed Q1 results after U.S. markets close April 28, 2026; earnings call April 29, 2026 at 8 a.m. ET
J.B. Hunt Transport Services reported first quarter 2026 total operating revenue of $3.06 billion, up 5% from $2.92 billion a year earlier. Operating income rose 16% to $207.0 million and diluted earnings per share rose 27% to $1.49 from $1.17, on net earnings of $141.6 million. Both headline profit and revenue improved, though the Integrated Capacity Solutions segment posted a larger operating loss.
Total operating revenue of $3.06 billion, up 5%; excluding fuel surcharge revenue, up 3%.
Operating income of $207.0 million, up 16%; net earnings of $141.6 million versus $117.7 million.
Integrated Capacity Solutions operating loss widened to $(4.7) million from $(2.7) million, with gross margin down to 12.0% from 15.3%.
Repurchased about 383,000 shares for about $80 million in the quarter; about $888 million remained under the authorization at March 31, 2026.
Costco's Board declared a quarterly cash dividend and approved an increase from $1.30 to $1.47 per share, or $5.88 on an annualized basis. The dividend is payable May 15, 2026, to shareholders of record at the close of business on May 1, 2026, so the higher payout goes to shareholders on the record date.
Quarterly dividend raised from $1.30 to $1.47 per share
Annualized dividend is $5.88 per share
Declared April 15, 2026; payable May 15, 2026
Record date is the close of business on May 1, 2026
Progressive reported March 2026 net income of $712 million, up 36% from a year earlier, with diluted earnings of $1.21 per share. For the first quarter, net income rose 10% to $2.82 billion and diluted EPS was $4.80 versus $4.37, while net premiums written and earned both grew.
March net income $712 million vs. $522 million a year earlier; diluted EPS $1.21 vs. $0.89.
March net premiums written $9.9 billion, up 10%; net premiums earned $7.5 billion, up 11%.
First-quarter combined ratio 86.4 vs. 86.0 a year earlier; March combined ratio 88.8 vs. 90.9.
Next release: April results on May 20, 2026; first-quarter conference call on May 5, 2026.
Morgan Stanley reported first-quarter 2026 net revenues of $20.6 billion, up from $17.7 billion a year earlier, and earnings of $3.43 per diluted share, up from $2.60. The company also said it repurchased $1.75 billion of common stock and declared a $1.00 quarterly dividend per share, which shows how it is returning capital to shareholders.
Net income applicable to Morgan Stanley was $5.6 billion, or $3.43 per diluted share, versus $4.3 billion, or $2.60 per diluted share, a year earlier
Pre-tax income was $7.0 billion, and the expense efficiency ratio improved to 65% from 68%
The company repurchased $1.75 billion of common stock in the quarter and declared a $1.00 dividend per share payable May 15, 2026 to holders of record on April 30, 2026
Severance costs of $178 million were recognized in the quarter from a March workforce action
Bank of America reported first-quarter 2026 net income of $8.6 billion, or $1.11 per diluted share, compared with $7.4 billion, or $0.89 per share, a year earlier. Revenue rose 7% to $30.3 billion, while noninterest expense rose 4% to $18.5 billion. The company returned $9.3 billion to shareholders in the quarter through dividends and share repurchases.
Net income of $8.6 billion, up 17% from $7.4 billion in 1Q25
Diluted EPS of $1.11 versus $0.89, up 25% year over year
Revenue of $30.3 billion, up 7%; net interest income of $15.7 billion, up 9%
Returned $9.3 billion to shareholders, including about $7.2 billion in share repurchases
First Horizon reported first quarter 2026 net income available to common shareholders of $257 million, or $0.53 per diluted share, up from $213 million, or $0.41, a year earlier. Revenue of $862 million rose 6% from the prior-year quarter but fell 3% from the fourth quarter of 2025. The results are a routine quarterly release that shows year-over-year profit growth while the company also reported lower quarter-over-quarter net interest income and noninterest income.
Net income available to common shareholders was $257 million, up 21% from $213 million in first quarter 2025 and flat with fourth quarter 2025.
Diluted EPS was $0.53, compared with $0.41 a year earlier and $0.52 in fourth quarter 2025.
Noninterest expense was $505 million, down $40 million from fourth quarter 2025.
Share repurchases totaled $233 million at an average price of $24.54 per share, and CET1 ratio was an estimated 10.53%.
M&T Bank Corporation reported first quarter 2026 net income of $664 million, or $4.13 per diluted share, up from $584 million and $3.32 a year earlier but down from $759 million and $4.67 in the fourth quarter of 2025. The company also repurchased $1.25 billion of common stock during the quarter and reported an estimated CET1 capital ratio of 10.33% at March 31, 2026.
Net income $664 million, up 14% from $584 million in Q1 2025; diluted EPS $4.13 versus $3.32 a year earlier
Noninterest income $689 million, up from $611 million a year earlier; net interest margin 3.71% versus 3.66%
Repurchased 5.5 million shares for $1.25 billion in the quarter; estimated CET1 ratio 10.33% versus 11.50% a year earlier
Quarterly results were released April 15, 2026, with a conference call at 8:00 a.m. Eastern Time that day
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.