1,134 material Form 8-K filings that 905 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).
In an 8-K furnishing its April 16, 2026 earnings release under Item 2.02, First Financial Bankshares reported first-quarter 2026 net income of $71.54 million, up from $61.35 million a year earlier but down slightly from $73.31 million in the fourth quarter of 2025. Basic and diluted earnings per share were $0.50, compared with $0.43 a year earlier and $0.51 in the prior quarter, so shareholders saw higher year-over-year profit but a small sequential decline.
Net income was $71.54 million for Q1 2026, versus $61.35 million for Q1 2025 and $73.31 million for Q4 2025.
Diluted EPS was $0.50, versus $0.43 for Q1 2025 and $0.51 for Q4 2025.
Net interest margin (tax equivalent) rose to 3.86 percent from 3.74 percent a year earlier; noninterest expense was $76.77 million, up from $70.34 million.
Total assets were $15.39 billion at March 31, 2026; CEO David Bailey cited an uncertain macro environment, including the ongoing Iran conflict.
Albemarle said its Chief Accounting Officer, Donald J. LaBauve Jr., intends to retire effective June 1, 2026, after more than 36 years with the company. The filing states the retirement is not the result of any dispute or disagreement, including on accounting practices or financial reporting.
LaBauve advised the company of his retirement intent on April 13, 2026
Retirement is effective June 1, 2026, after more than 36 years of service
Filing states no dispute or disagreement, including on accounting or financial reporting matters
Doximity disclosed that Chief Financial Officer Anna Bryson, who had been on medical leave, resigned on April 13, 2026, and that Chief Accounting Officer Siddharth Sitaram has served as interim principal financial and accounting officer since February 3, 2026. The company also reaffirmed its guidance for the fourth quarter and full fiscal year ending March 31, 2026, given on February 5, 2026, which matters to shareholders because it signals no change to prior expectations despite the leadership transition.
CFO Anna Bryson resigned; the company accepted her resignation on April 13, 2026
Siddharth Sitaram, Chief Accounting Officer, serves as interim principal financial and accounting officer, effective February 3, 2026
Company reaffirmed fourth quarter and full fiscal year 2026 guidance first given February 5, 2026
Company expects to update on the CFO search during its next earnings call
On April 14, 2026, California Resources entered into a ninth amendment to its credit agreement with Citibank, N.A. as administrative agent. The amendment changes the pricing grid to reduce the company's borrowing costs under the facility, along with other technical changes.
Amendment dated effective April 14, 2026, to the Amended and Restated Credit Agreement dated April 26, 2023
Purpose includes amending the pricing grid to reduce borrowing costs under the facility
Citibank, N.A. serves as administrative and collateral agent; full text filed as Exhibit 10.1 with some portions omitted
Dauch Corporation's board approved the termination of Tolga Oal, President of Axle Systems, on April 13, 2026, with his employment ending April 16, 2026. He will receive severance under the company's Amended and Restated Executive Officer Severance Plan. The filing does not state a reason for the departure or name a successor.
Tolga Oal, President – Axle Systems, employment terminated effective April 16, 2026
Board approved the termination on April 13, 2026
Severance benefits provided under the Executive Officer Severance Plan, filed as Exhibit 10.23 to the February 13, 2026 Form 10-K
Carpenter Technology's board increased its size from 11 to 12 directors and appointed Brian J. Malloy, the company's current President and Chief Operating Officer, as a director effective July 1, 2026. On the same date, Malloy becomes President and Chief Executive Officer, and current CEO Tony R. Thene becomes Executive Chairman of the Board, so the company's top executive role changes hands.
On April 13, 2026, the board expanded from 11 to 12 directors and appointed Malloy as a Class III director, with a term ending at the 2028 annual meeting; he has no committee appointments yet.
Malloy will become President and CEO on July 1, 2026, with a $1,000,000 base salary, a 125% target cash bonus and an equity award with a $4,500,000 grant date fair value for the fiscal year ending June 30, 2027.
Thene will become Executive Chairman on July 1, 2026, with a $1,000,000 base salary, a 100% target cash bonus and an equity award with a $2,000,000 grant date fair value for the same fiscal year.
TransDigm Inc., a subsidiary of TransDigm Group, completed $1.5 billion of new debt on April 17, 2026: $500 million of 6.125% senior subordinated notes due 2034 and $1.0 billion of tranche N term loans due 2033. The company plans to use the proceeds, with cash on hand, to fund the purchase price of the expected Stellant Systems acquisition and about $800 million of share repurchases made in March 2026.
New notes: $500 million of 6.125% senior subordinated notes maturing July 31, 2034, issued at 100.375% of principal
New term loans: $1.0 billion at Term SOFR plus 2.50%, maturing February 13, 2033, fully drawn April 17, 2026
Proceeds to fund Stellant Systems acquisition and about $800 million of common share repurchases completed in March 2026
Alpha & Omega Semiconductor said director Dr. Lucas S. Chang notified the company on April 13, 2026 of his decision to retire from its Board of Directors, effective April 17, 2026. The filing does not state a reason for the retirement or name a replacement.
Dr. Lucas S. Chang notified the company on April 13, 2026 of his retirement decision
Retirement from the Board of Directors is effective April 17, 2026
The filing does not announce a successor director or a reason for the departure
Abbott disclosed that a federal court on April 10, 2026 preliminarily approved a proposed settlement of a consolidated shareholder derivative lawsuit against certain current and former directors and officers. The settlement centers on corporate governance commitments, and the defendants deny any wrongdoing; it takes effect only if the court grants final approval at a hearing on June 4, 2026.
Court preliminarily approved the proposed settlement on April 10, 2026, and set a final settlement hearing for June 4, 2026.
Abbott will maintain or adopt governance policies listed in Exhibit A to the settlement stipulation and will commit funds needed to implement them; no cash payment amount is stated.
Lead Plaintiffs' Counsel may request attorneys' fees and expenses of not more than $15.85 million, subject to court approval.
Shareholder objections and notices of intent to appear must be received by May 18, 2026.
McCormick appointed Andrew Foust, its President Americas, as Chief Integration Officer to lead integration of its combination with Unilever's foods business, and named Patrick Davis as Interim President Americas during that work. The changes place senior leadership on the Unilever Foods transaction while the company says it is keeping base business performance in focus.
Andrew Foust moves to Chief Integration Officer, remains an Executive Officer and Management Committee member, and is expected to return to President Americas after integration.
Patrick Davis, President, North America Consumer Products since 2024, becomes Interim President Americas.
Announced April 15, 2026; 8-K filed April 17, 2026.
WaFd, Inc. reported net income of $65.5 million, or $0.82 per diluted share, for the quarter ended March 31, 2026, up from $0.79 per diluted share in the December 2025 quarter and $0.65 a year earlier. Net interest income rose to $178 million and net interest margin widened to 2.81%, while the company repurchased 2,738,096 shares at a weighted average price of $31.85.
Net income of $65.5 million, up 2% from $64.2 million in the prior quarter and up 17% from $56.3 million a year earlier
Diluted EPS of $0.82, compared with $0.79 in the prior quarter and $0.65 in the year-earlier quarter
Net interest income of $178 million and net interest margin of 2.81%, compared with $171 million and 2.70% in the prior quarter
Non-performing assets fell to 0.48% of total assets from 0.75% in the prior quarter; non-interest expense rose $4.1 million to $109.9 million
SM Energy released preliminary first-quarter 2026 operating figures, including average realized oil prices of $69.56 per barrel after derivative settlements and an expected net derivative settlement loss of $30 million. The filing does not estimate first-quarter earnings, and the figures remain subject to completion of the company's financial reporting process. For shareholders, this gives early price and share-count data but no profit measure.
Oil realized price was $73.69 per barrel before and $69.56 per barrel after net derivative settlements
Gas realized price was $1.72 per Mcf before and $2.27 per Mcf after net derivative settlements
The company anticipates a net derivative settlement loss of $30 million for the first quarter of 2026
As of March 31, 2026, the company had 239,696,577 shares issued and outstanding, with 200 million diluted weighted-average shares for the quarter
Lumen Technologies said its executive vice president and chief legal officer, Mark Hacker, will retire, with his role ceasing April 20, 2026, and he will provide transition services until May 15, 2026. Jennifer Hodges, currently senior vice president of corporate governance, securities, transactions and litigation, takes over as chief legal officer effective April 20, 2026, a planned leadership handover that the company says was not tied to any disagreement or operational matter.
Mark Hacker, EVP, Chief Legal Officer & Public Sector, will retire May 15, 2026, to pursue vocational ministry.
Hacker ceases his current role on April 20, 2026, and will provide transition services until his retirement date.
Jennifer Hodges, SVP of Corporate Governance, Securities, Transactions and Litigation, becomes EVP and Chief Legal Officer effective April 20, 2026.
Jeff Sharritts, EVP and Chief Revenue Officer, will assume responsibility for public sector operations.
Badger Meter reported first-quarter 2026 sales of $202.3 million, down 9% from $222.2 million a year earlier, and diluted EPS of $0.93 versus $1.30. The company attributed the decline to project timing and weaker short-cycle orders, and it agreed to acquire UDlive, which is expected to close at the end of April 2026. Management expects full-year 2026 revenue, excluding acquisitions, to be relatively flat versus 2025.
Net sales were $202.3 million, down 9% from $222.2 million in the first quarter of 2025.
Operating earnings were $35.2 million, with a 17.4% operating margin, compared with $49.4 million and 22.2% a year earlier.
Diluted EPS was $0.93, compared with $1.30 in the prior-year quarter.
Full-year 2026 revenue, excluding acquisitions, is expected to be relatively flat versus 2025; UDlive acquisition expected to close at the end of April 2026.
Danaher signed a new $5.0 billion 364-day revolving credit facility with Bank of America as administrative agent, expiring April 15, 2027. The company says it will use the facility for liquidity support for its U.S. dollar commercial paper program and general corporate purposes.
Facility size is $5.0 billion, entered April 16, 2026, and expires April 15, 2027
Term SOFR loans carry a margin of 58.5 to 108.5 basis points, depending on Danaher's long-term debt rating
Danaher must maintain a Consolidated Leverage Ratio of 0.65 to 1.00 or less and pays a 4.0 basis point facility fee on commitments
Certain changes of control would constitute an event of default
Corebridge Financial's board elected Hirotaka Inoue, a Nippon Life Insurance executive, as a director effective April 21, 2026. He fills the seat vacated by Minoru Kimura, who leaves the board April 20, 2026, and he is nominated for election at the 2026 annual meeting. The change keeps Nippon Life's board designee count at three under a waiver the board granted, so it mainly affects board composition rather than company results.
Hirotaka Inoue elected director effective April 21, 2026; board elected him April 14, 2026
Replaces Minoru Kimura, who departs the board effective April 20, 2026
Nippon Life keeps three board designees under a waiver granted March 25, 2026, after AIG waived its designation rights
Inoue will not be compensated by the company for board service
F.N.B. Corporation reported first-quarter 2026 net income of $137.0 million, or $0.38 per diluted share, up from $116.5 million, or $0.32, in the first quarter of 2025. Results were down from the fourth quarter of 2025, which included $16.6 million of pre-tax significant items, and the company also announced an 8% dividend increase and a new $250 million share repurchase program.
Net income was $137.0 million, up from $116.5 million in the first quarter of 2025 and down from $168.7 million in the fourth quarter of 2025.
Diluted EPS was $0.38, compared with $0.32 a year earlier and $0.47 in the fourth quarter of 2025; fourth-quarter operating EPS was $0.50.
The quarterly common dividend rises 8% to $0.13 per share, payable June 15, 2026.
On April 14, 2026, FNB authorized a new $250 million repurchase program; total repurchase capacity is $300 million.
State Street reported first-quarter 2026 diluted EPS of $2.49, up from $2.04 a year earlier, and $2.84 excluding notable items. Total revenue rose 16% to $3.8 billion and net income rose 19% to $764 million, while notable items, mainly workforce-related repositioning charges, reduced EPS by $0.35.
Diluted EPS was $2.49 versus $2.04 in 1Q25 and $2.42 in 4Q25; excluding notable items, EPS was $2.84.
Total revenue was $3,796 million, up 16% year over year; total expenses rose 15% to $2,811 million.
Notable items totaled $130 million pre-tax, including $89 million of repositioning charges and $41 million of client rescoping costs.
The company returned $633 million to common shareholders in the quarter, including $400 million of share repurchases; standardized CET1 ratio was 10.6%, down from 11.0% a year earlier.
Ally Financial reported preliminary first-quarter 2026 results, with GAAP net income attributable to common shareholders of $291 million, compared with a $253 million loss in the first quarter of 2025. GAAP earnings per share were $0.93, down slightly from $0.95 in the fourth quarter of 2025, and the company said it repurchased $147 million of shares during the quarter.
GAAP EPS of $0.93 compared with a loss of $0.82 in Q1 2025 and $0.95 in Q4 2025
Adjusted EPS, a non-GAAP measure, was $1.11, up 90% year over year
GAAP total net revenue was $2.1 billion, up 36% year over year but down 1% from Q4 2025
Provision for credit losses rose $276 million year over year to $467 million, mainly due to a reserve release tied to the sale of Credit Card in the prior year
Rockwell Automation's board increased its size from ten to eleven directors and elected David A. Zapico, Chairman and Chief Executive Officer of AMETEK, Inc., as a director effective April 16, 2026. He was also appointed to the Compensation and Talent Management Committee and the Board Composition and Corporate Governance Committee. The filing does not report financial results, and the change is a board addition rather than a change in company leadership.
Zapico elected effective April 16, 2026; term expires at the 2027 Annual Meeting of Shareowners
Board size increased from ten to eleven directors effective April 16, 2026
Initial compensation includes shares of common stock valued at $92,055 under the 2026 Long-Term Incentives Plan
Truist reported first quarter 2026 net income available to common shareholders of $1.4 billion, or $1.09 per diluted share, up 25% from $0.87 a year earlier. Total revenue was $5.15 billion, down 1.9% from the fourth quarter of 2025 but up from $4.90 billion a year earlier, and the company returned $1.8 billion to shareholders through dividends and buybacks.
Diluted EPS of $1.09, versus $1.00 in 4Q25 and $0.87 in 1Q25
Total revenue of $5.15 billion, down 1.9% from 4Q25; noninterest expense fell 5.9% to $2.98 billion
Repurchased $1.1 billion of common shares; CET1 ratio was 10.8% (preliminary)
CEO Bill Rogers set a long-term ROTCE target of 16% to 18%
Fifth Third reported first-quarter 2026 net income available to common shareholders of $128 million, or $0.15 per diluted share, down from $699 million ($1.04) in the prior quarter and $478 million ($0.71) a year earlier. The results include two months of Comerica, which the company acquired on February 1, 2026, and merger-related charges that reduced diluted EPS by $0.68, so revenue growth did not carry through to profit.
Net interest income rose 34% year over year to $1.939 billion, and noninterest income rose 29% to $895 million.
Noninterest expense was $2.395 billion, including $635 million of pre-tax merger-related charges; after-tax merger-related charges were $510 million.
Comerica acquisition closed February 1, 2026, in an all-stock deal valued at approximately $12.7 billion; the CET1 capital ratio fell to 9.96% from 10.81% in the prior quarter.
No share repurchases occurred in the first quarter of 2026.
Autoliv reported first-quarter 2026 net sales of $2,753 million, up 6.8%, with 0.8% organic growth, while diluted EPS fell 12% to $1.88 on lower operating income and higher financial and non-operating costs. Operating cash flow was negative $76 million, driven by working capital. The company reiterated its full-year 2026 guidance, so shareholders get a mixed quarter with no change to the outlook.
Net sales were $2,753 million, up 6.8%; organic sales growth was 0.8% against a global light vehicle production decline of 3.4%.
Diluted EPS was $1.88, down 12%; adjusted diluted EPS was $2.05, down 4.7%.
Operating cash flow was negative $76 million and free operating cash flow was negative $159 million.
Full-year 2026 guidance was reiterated: organic sales growth around 0%, adjusted operating margin around 10.5-11%, and operating cash flow around $1.2 billion.
Regions Financial reported first-quarter 2026 net income available to common shareholders of $539 million and diluted EPS of $0.62, compared with $514 million and $0.58 in the fourth quarter of 2025. Total revenue rose 5% from the first quarter of 2025 to $1.9 billion but fell 2.5% from the prior quarter, and the company repurchased about 14 million shares for $401 million during the quarter.
Net income available to common shareholders was $539 million and diluted EPS was $0.62, up 22% year-over-year from diluted EPS and up from $0.58 in 4Q25.
Total revenue was $1,873 million, up 5% from 1Q25 but down 2.5% from 4Q25 ($1,921 million).
Regions repurchased about 14 million common shares for $401 million and declared $227 million in common dividends in the quarter.
Common equity Tier 1 ratio was an estimated 10.7%, or 9.4% including AOCI, versus 10.9% in 4Q25.
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.