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).
Weatherford reported first-quarter 2026 revenue of $1,152 million, down 3% year-over-year, and operating income of $123 million, down 13%. Net income rose 42% to $108 million and diluted earnings per share rose 44% to $1.49, while adjusted EBITDA fell 8% to $233 million. Management said second-quarter results are expected to be softer than previously anticipated due to Middle East disruptions, but kept its second-half and full-year adjusted free cash flow guidance.
Q1 2026 revenue $1,152 million (down 3% year-over-year); operating income $123 million (down 13%); adjusted EBITDA $233 million (down 8%)
Net income $108 million (up 42%); diluted income per share $1.49 (up 44%)
Management expects Q2 2026 results to be softer than previously anticipated; second-half guidance and full-year adjusted free cash flow guidance maintained
Board declared a $0.275 per share dividend on April 16, 2026, payable June 4, 2026; Q1 shareholder return totaled $30 million
Brady Corporation agreed on April 20, 2026 to acquire Honeywell's Productivity Solutions and Services business for $1.4 billion in cash, with closing expected in the second half of calendar 2026. The company plans to fund the deal with new debt and cash on hand, and BMO Capital Markets has committed up to $1.8 billion in bridge financing. For shareholders, the business generated about $1.1 billion of sales in 2025, and Brady expects net debt-to-EBITDA of about 2.5 times after transaction financing, deleveraging to below 2.0 times within two years of closing.
Base purchase price of $1.4 billion in cash, subject to customary adjustments; closing expected in the second half of calendar 2026 and subject to regulatory approvals.
BMO Capital Markets committed bridge facilities of up to $1.8 billion: a $1 billion Tranche A and an $800 million Tranche B.
PSS generated sales of approximately $1.1 billion in 2025, compared with Brady's fiscal 2025 sales of approximately $1.51 billion.
Brady expects a minimum of $25 million in annual run-rate cost synergies within three years of closing; the filing states the deal is financed with new debt and cash on hand.
Sonoco reported first quarter 2026 results for the quarter ended March 29, 2026. GAAP diluted EPS rose to $0.68 from $0.55 and net sales fell 1.9% to $1.7 billion, but adjusted diluted EPS fell 13% to $1.20 from $1.38. The company now targets the low end of its prior full-year adjusted EPS range of $5.80 to $6.20, citing inflation and lower demand, while keeping its adjusted EBITDA and operating cash flow guidance unchanged.
Net sales were $1.7 billion, down 1.9% from the prior-year quarter, mainly due to the November 3, 2025 ThermoSafe divestiture
GAAP net income attributable to Sonoco was $67.6 million, up from $54.4 million; adjusted net income was $119.4 million, down from $137 million
Full-year 2026 adjusted EPS is now projected at the low end of the previous $5.80 to $6.20 range; adjusted EBITDA guidance of $1.25 billion to $1.35 billion is unchanged
Net cash used by operating activities was $(367.9) million, including about $103 million in one-time taxes on 2025 divestiture gains
National Health Investors agreed to sell 32 skilled nursing facilities and three independent living facilities to its lessee, National HealthCare Corporation, for $560.0 million. The company expects to close on July 1, 2026, subject to customary conditions including the Hart-Scott-Rodino waiting period, and plans to use net proceeds to repay borrowings and fund future investments. The filing says the 35 properties generated about $39.7 million of cash lease revenue in 2025, so shareholders will lose that income stream while gaining proceeds to reduce debt.
Sale of 32 skilled nursing facilities and three independent living facilities to NHC for $560.0 million.
Anticipated closing date of July 1, 2026, subject to customary conditions and HSR waiting period expiration or termination.
The 35 properties generated approximately $39.7 million of cash lease revenue in 2025, including percentage rent.
Expected transaction costs of $6.0 to $8.0 million; pro forma net debt-to-annualized EBITDA of about 2.3x and available liquidity of about $1.4 billion.
Western Alliance Bancorporation reported first quarter 2026 net income of $189.2 million, or $1.65 per share, down from $199.1 million, or $1.79 per share, a year earlier. Net revenue rose 31.0% to $1.0 billion, but a $213.2 million provision for credit losses, which included charge-offs on the LAM and Cantor loans, reduced GAAP profit, and the company said adjusted EPS was $2.22.
Net income $189.2 million ($251.3 million adjusted) and EPS $1.65 ($2.22 adjusted), versus $199.1 million and $1.79 a year earlier
Net revenue of $1.0 billion, up 31.0%, or $240.9 million, year over year
Provision for credit losses of $213.2 million, including a $126.4 million charge-off of the remaining LAM loan and a $26.1 million charge-off on the Cantor loan
Share repurchases of $50.0 million; tangible book value per share $61.14, up 13.0% from $54.10 a year earlier
Interparfums reported first-quarter 2026 net sales of $345 million, up 2% from $339 million, with a positive 4.6% foreign exchange impact. CEO Jean Madar said organic sales declined 2% excluding the Middle East war, and the company reduced its forecast for the Middle East region. Full first-quarter financial results are not included in this filing and will be issued May 5, 2026.
Q1 2026 net sales $345 million vs $339 million in Q1 2025, up 2% on a reported basis
CEO said organic sales declined 2%; the war in the Middle East was an estimated 1% headwind
Company reduced its forecast for the Middle East region but said it remains cautiously optimistic for 2026
Full results for the quarter ended March 31, 2026 due May 5, 2026, with a conference call on May 6, 2026 at 11:00 am ET
Nicolet Bankshares reported first quarter 2026 net income of $15 million, or $0.81 per diluted share, down from $40 million, or $2.65 per diluted share, in the fourth quarter of 2025. Excluding non-core items, mostly merger-related expenses, core diluted earnings per share were $2.75, compared with $2.73 in the prior quarter. The company also raised its quarterly dividend 13% to $0.36 per share and agreed to sell MidWestOne's Denver branches to Sunwest Bank.
GAAP net income was $15 million and diluted EPS was $0.81 for Q1 2026, versus $40 million and $2.65 in Q4 2025.
Merger-related expense was $40.7 million in Q1 2026; core diluted EPS was $2.75 versus $2.73 in Q4 2025.
The quarterly dividend rose $0.04 to $0.36 per share, payable June 15, 2026, to holders of record as of June 1, 2026.
Denver branch sale to Sunwest Bank involves about $390 million in loans and $380 million in deposits, with closing expected in third quarter 2026.
National Bank Holdings Corporation reported first quarter 2026 net income of $20.8 million, or $0.46 per diluted share, up from $16.0 million in the fourth quarter of 2025 but down from $24.2 million a year earlier. Results include $15.3 million of acquisition and restructuring expenses; excluding these items, adjusted earnings were $0.72 per diluted share, and results reflect the Vista Bancshares acquisition that closed January 7, 2026, which increased shares outstanding to 44.7 million.
Net income $20.8 million, or $0.46 per diluted share, versus $16.0 million, or $0.42, in Q4 2025 and $24.2 million, or $0.63, in Q1 2025.
Adjusted diluted EPS of $0.72 excludes $15.3 million of acquisition and restructuring related expenses.
Loans rose to $9.6 billion at March 31, 2026, from $7.4 billion at December 31, 2025, including $2.99 billion of acquired loans.
CEO Tim Laney said the company expects to surpass a projected $1.00 of earnings per share in the fourth quarter; earnings call set for April 22, 2026 at 11:00 a.m. Eastern Time.
Annaly Capital Management reported first-quarter 2026 results on April 21, 2026. GAAP net income was $0.33 per average common share, down from $1.40 in the fourth quarter of 2025 but up from $0.15 a year earlier, while earnings available for distribution rose to $0.76 from $0.74 and the $0.70 quarterly dividend was unchanged. Book value per common share fell to $19.82 from $20.21 at December 31, 2025, and GAAP leverage rose to 7.3x.
GAAP net income of $0.33 per average common share, versus $1.40 in Q4 2025 and $0.15 in Q1 2025
Earnings available for distribution of $0.76 per average common share, versus $0.74 in Q4 2025 and $0.72 in Q1 2025
Book value per common share of $19.82, down from $20.21 at December 31, 2025; cash dividend of $0.70 per share
Earnings call scheduled for April 22, 2026 at 9:00 a.m. Eastern Time
Capital One reported first-quarter 2026 net income of $2.2 billion, or $3.34 per diluted share, up from $3.26 in the fourth quarter of 2025 but down from $3.45 in the first quarter of 2025. Total net revenue fell 2% from the prior quarter to $15.2 billion, while non-interest expense dropped 9% to $8.5 billion, and the company said Discover integration is continuing. Shareholders get mixed signals: profit rose sequentially, but revenue declined and per-share earnings were lower than a year earlier.
Net income $2.2 billion, or $3.34 per diluted share, versus $3.26 in Q4 2025 and $3.45 in Q1 2025
Net of adjusting items, EPS was $4.42; adjusting items included $477 million of Discover amortization and $415 million of Discover integration expenses, both pre-tax
Total net revenue down 2% to $15.2 billion; provision for credit losses $4.1 billion; net charge-offs $3.8 billion
Net interest margin 7.87%, down 39 basis points; period-end deposits $489.1 billion
Manhattan Associates reported first-quarter 2026 revenue of $282.2 million, up from $262.8 million a year earlier, and adjusted diluted EPS of $1.24, up from $1.19. GAAP diluted EPS fell to $0.82 from $0.85, and the company issued full-year 2026 guidance of $1,147 million to $1,157 million in revenue and $5.29 to $5.37 in adjusted EPS.
Q1 2026 revenue $282.2 million vs. $262.8 million in Q1 2025; cloud subscription revenue $117.1 million vs. $94.3 million
GAAP diluted EPS $0.82 vs. $0.85; adjusted diluted EPS $1.24 vs. $1.19
2026 full-year guidance: revenue $1,147 million to $1,157 million; GAAP EPS $3.55 to $3.63; adjusted EPS $5.29 to $5.37
Repurchased $150.0 million of stock in Q1; Board raised buyback authority from $100 million to $500 million in March 2026
Hancock Whitney reported first-quarter 2026 net income of $47.4 million, or $0.57 per diluted share, down from $125.6 million, or $1.49, in the fourth quarter of 2025. The drop reflects a $98.6 million pretax loss from a securities portfolio restructuring; excluding that item, EPS was $1.52, up $0.03 from the prior quarter.
Reported diluted EPS was $0.57, versus $1.49 in Q4 2025 and $1.38 in Q1 2025.
The $98.6 million pretax loss equaled $0.95 per share and was recorded in noninterest income.
Adjusted EPS of $1.52 excludes the restructuring loss; the company raised its quarterly dividend 11% to $0.50 per share.
The company repurchased 1.4 million shares at an average price of $67.55 during the quarter.
Genuine Parts reported first quarter 2026 sales of $6.3 billion, up 6.8% from the prior year, and reaffirmed its full-year 2026 outlook. GAAP diluted earnings per share fell to $1.37 from $1.40, while adjusted diluted EPS rose to $1.77 from $1.75, with the company excluding $56 million after-tax restructuring and separation costs.
Q1 2026 net sales were $6.3 billion, up 6.8%, with comparable sales up 2.4%
GAAP net income was $189 million, or $1.37 per diluted share, versus $194 million, or $1.40, a year earlier
Adjusted diluted EPS was $1.77 versus $1.75; adjustments include $56 million after-tax restructuring and separation costs
Full-year 2026 guidance reaffirmed, including diluted EPS of $6.10 to $6.60 and adjusted diluted EPS of $7.50 to $8.00
Tractor Supply reported first-quarter 2026 results for the period ended March 28, 2026. Net sales rose 3.6% to $3.59 billion, but net income fell 8.3% to $164.5 million and diluted EPS fell to $0.31 from $0.34, and the company reaffirmed its fiscal 2026 guidance, including diluted EPS of $2.13 to $2.23.
Net sales rose 3.6% to $3.59 billion; comparable store sales increased 0.5%.
Operating income fell 6.3% to $233.4 million; SG&A rose to 29.7% of net sales from 29.0%.
Diluted EPS was $0.31 versus $0.34 a year earlier; net income was $164.5 million.
Fiscal 2026 guidance reaffirmed: diluted EPS of $2.13 to $2.23 and comparable store sales growth of 1% to 3%.
Halliburton reported first-quarter 2026 net income of $461 million, or $0.55 per diluted share, up from $0.24 a year earlier, though that prior-year figure included $356 million in impairments and other charges. Against the adjusted prior-year result of $0.60 per share, earnings declined, and revenue was flat at $5.4 billion, so shareholders see mixed results for the quarter.
Net income attributable to the company was $461 million, or $0.55 per diluted share, versus $204 million, or $0.24, in Q1 2025; adjusted Q1 2025 EPS was $0.60.
Total revenue was $5.4 billion ($5,402 million), essentially flat versus $5,417 million in Q1 2025.
Operating income was $679 million, compared with $431 million in Q1 2025 and adjusted operating income of $787 million.
Free cash flow was $123 million, the company repurchased about $100 million of stock, and paid dividends of $0.17 per share.
Atlantic Union Bankshares reported first-quarter 2026 net income available to common shareholders of $119.2 million, or $0.84 per diluted share, up from $0.77 in the fourth quarter of 2025. Adjusted diluted operating EPS was $0.89, down from $0.97 in the prior quarter, while net interest income and noninterest income both fell from the fourth quarter, and management said it remains confident in its full-year 2026 targets.
Diluted EPS $0.84 vs $0.77 in Q4 2025 and $0.52 in Q1 2025; adjusted diluted operating EPS $0.89 vs $0.97 in Q4 2025
Net interest income $312.4 million, down $17.8 million from $330.2 million in Q4 2025, reflecting lower loan accretion income and Federal Reserve rate cuts
Noninterest expense fell to $209.8 million from $243.2 million, mainly due to a $29.6 million decrease in pre-tax merger-related costs
Nonperforming assets were 0.36% of total loans held for investment at March 31, 2026, down 6 basis points from the prior quarter
3M reported first-quarter 2026 results with GAAP sales of $6.0 billion, up 1.3%, and GAAP EPS of $1.23, down 40% from a year earlier. Adjusted EPS rose 14% to $2.14, and the company reiterated its full-year 2026 adjusted EPS guidance of $8.50 to $8.70. The GAAP decline reflects a $0.67 per-share charge tied to the change in value of its Solventum ownership, which is excluded from adjusted results.
GAAP net income attributable to 3M was $653 million, compared with $1,116 million in the first quarter of 2025.
Adjusted EPS was $2.14, up 14% year-on-year, and adjusted operating income margin was 23.8%, up 30 basis points.
Operating cash flow was $574 million, and adjusted free cash flow was $541 million; the company returned $2.4 billion to shareholders through dividends and share repurchases.
Full-year 2026 guidance was reiterated: adjusted sales growth of about 4% and adjusted EPS of $8.50 to $8.70.
GE Aerospace reported first-quarter 2026 results on April 21, 2026. GAAP revenue rose 25% to $12.4 billion and total orders reached $23.0 billion, up 87%, while GAAP profit fell 2% to $2.2 billion and GAAP continuing EPS was flat at $1.83. The company kept its full-year 2026 guidance and said it is trending toward the high end of the range.
Total orders were $23.0 billion, up 87%, and GAAP revenue was $12.4 billion, up 25%.
GAAP profit was $2.2 billion, down 2%; adjusted EPS was $1.86, up 25%, versus $1.49 a year earlier.
Full-year 2026 guidance was maintained, including adjusted EPS of $7.10 to $7.40, with the company trending toward the high end.
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.