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).
Monarch Casino & Resort reported first quarter 2026 results, with net revenue of $136.6 million, up 8.9% from a year earlier, and net income of $27.6 million, up 38.9%. The company also declared a $0.30 per share cash dividend payable June 15, 2026, to holders of record on June 1, 2026.
Net revenue was $136.6 million for the quarter ended March 31, 2026, up 8.9% from $125.4 million a year earlier.
Diluted EPS was $1.52, up 44.8% from $1.05; net income was $27.6 million, up 38.9%.
Adjusted EBITDA was $49.0 million, up 19.0%, with the company citing a 35.8% margin versus 32.8% a year earlier.
Quarterly cash dividend of $0.30 per share is payable June 15, 2026, to stockholders of record as of June 1, 2026.
EQT reported first quarter 2026 net income attributable to the company of $1.49 billion, or $2.36 per diluted share, compared with $242 million, or $0.40 per share, a year earlier. Sales volume rose to 618 Bcfe from 571 Bcfe, and the company reported record quarterly free cash flow attributable to EQT of $1.83 billion. Total debt fell to $6.0 billion from $7.8 billion at December 31, 2025, which shareholders may watch as the company works toward its $5 billion maximum long-term debt target.
Diluted EPS of $2.36 vs. $0.40 a year earlier; adjusted EPS of $2.33 vs. $1.18
Sales volume of 618 Bcfe vs. 571 Bcfe; average realized price of $5.08 per Mcfe vs. $3.77
Free cash flow attributable to EQT of $1.83 billion, a record quarterly figure per the company
Q2 2026 sales volume guidance of 570 to 620 Bcfe, including 10 to 15 Bcfe of strategic curtailments
WesBanco reported first quarter 2026 net income available to common shareholders of $84.4 million, or $0.88 per diluted share, compared with a loss of $11.5 million, or $(0.15) per share, in the first quarter of 2025, which included merger-related charges from the Premier Financial acquisition. Excluding restructuring, merger-related and day one credit loss items, adjusted diluted EPS was $0.91 versus $0.66 a year earlier. The year-over-year comparison is distorted by the February 2025 acquisition, but the filing shows higher net interest income and margin.
Diluted EPS of $0.88 versus $(0.15) a year earlier; adjusted diluted EPS (non-GAAP) of $0.91 versus $0.66
Net interest margin of 3.57%, up 22 basis points year-over-year; net interest income of $215.4 million, up 35.9%
Total deposits of $21.7 billion, up 1.8% year-over-year on an organic basis and flat from the fourth quarter
Planned closure of 10 financial centers in May 2026; conference call on April 22, 2026 at 9:00 a.m. ET
Chubb Limited reported first quarter 2026 net income of $2.32 billion, or $5.88 per share, up 74.3% and 78.8% from a year earlier, when California wildfire losses weighed on results. Core operating income rose to $2.69 billion, or $6.82 per share, and consolidated net premiums written grew 10.7% to $14.0 billion. The company said soft property and financial lines markets led it to reduce some exposures.
Net income $2.32 billion, or $5.88 per share, versus $1,331 million, or $3.29 per share, in Q1 2025
Core operating income $2.69 billion, or $6.82 per share, up 80.6% in dollars
P&C combined ratio 84.0% versus 95.7% a year earlier; total catastrophe losses $500 million versus $1.64 billion
Book value per share $189.93, up 15.8% from March 31, 2025; tangible book value per share $126.65, up 21.5%
Triumph Financial reported first-quarter 2026 net income to common stockholders of $5.6 million, or $0.23 per diluted share, in a shareholder letter furnished with an 8-K. Transportation revenue grew 0.6% from the fourth quarter of 2025, which the company said is a positive signal given its usual seasonal decline in that period.
Net income to common stockholders was $5.6 million, or $0.23 per diluted share, for the quarter ended March 31, 2026.
Payments total revenue rose 2.6% quarter over quarter to $19.1 million, and 25.8% year over year.
Factoring pretax operating income was $14.5 million, with a 34.7% operating margin against a long-term target above 40%.
Banking segment operating income decreased $1.0 million to $24.6 million, and total non-performing loans rose to 1.77% of total loans.
W. R. Berkley reported first quarter 2026 net income to common stockholders of $515.2 million, up from $417.6 million a year earlier, and diluted EPS of $1.31 versus $1.04. Operating income reached a record $514.3 million and annualized return on equity was 21.2%. The company repurchased 4,471,634 shares for $302 million and says it remains confident in exceeding its 15% after-tax return on equity target.
Net income to common stockholders was $515.2 million, up 23.4% from $417.6 million; diluted EPS was $1.31 compared with $1.04.
Operating income was a record $514.3 million; the reported combined ratio was 90.7%, compared with 90.9% a year earlier.
Net investment income grew 12.2% to a record $404.3 million.
Total capital returned to shareholders was $336.1 million, including $302.4 million of share repurchases.
Zurn Elkay Water Solutions reported first quarter 2026 results for the quarter ended March 31, 2026, furnished in an earnings release under Item 2.02. Net sales rose 11% to $433 million and net income from continuing operations rose to $59 million, or $0.35 per diluted share, from $41 million, or $0.24, a year earlier. The company gave second-quarter core sales growth guidance of 8% to 9% and said it sees potential upside to its full-year 2026 outlook, which it will revisit with second-quarter results.
Net sales were $433 million versus $389 million a year earlier, with core sales up 11%.
Net income from continuing operations was $59 million, or $0.35 per diluted share, versus $0.24; adjusted EPS was $0.41 versus $0.31.
Adjusted EBITDA was $116 million, or 26.8% of net sales, versus $98 million, or 25.2%.
Second-quarter guidance calls for core sales growth of 8% to 9% and adjusted EBITDA margin of 27.0% to 27.5%, assuming the current tariff structure remains in place through 2026.
Hanmi Financial reported first-quarter 2026 net income of $22.6 million, or $0.75 per diluted share, up from $21.2 million, or $0.70 per share, in the fourth quarter of 2025. Net interest margin rose to 3.38%, nonperforming assets fell to 0.16% of total assets, and the company returned $13.4 million to shareholders through dividends and share repurchases. Higher profit and capital returns benefit shareholders, although credit loss expense rose to $2.9 million from $1.9 million.
Net income was $22.6 million, or $0.75 per diluted share, compared with $21.2 million, or $0.70, in Q4 2025 and $17.7 million in Q1 2025.
Net interest margin increased 10 basis points to 3.38%, as the cost of interest-bearing deposits fell 16 basis points to 3.20%.
Credit loss expense was $2.9 million versus $1.9 million in Q4 2025; nonperforming assets were 0.16% of total assets, down from 0.26%.
Hanmi returned $13.4 million to shareholders in the quarter: $8.6 million in dividends and $4.8 million in share repurchases.
Intuitive reported first-quarter 2026 revenue of $2.77 billion, up 23% from a year earlier, with GAAP net income of $822 million, or $2.28 per diluted share, up from $1.92. The company also issued 2026 outlook ranges for da Vinci procedure growth and non-GAAP gross margin, and said tariffs are expected to reduce gross margin by 1.0% of revenue.
Revenue was $2.77 billion, up from $2.25 billion in Q1 2025; da Vinci procedures grew about 16% and Ion procedures about 39%
GAAP net income was $822 million, or $2.28 per diluted share, versus $698 million, or $1.92, in Q1 2025; non-GAAP EPS was $2.50 versus $1.81
2026 outlook: da Vinci procedure growth of 13.5% to 15.5% and non-GAAP gross profit margin of 67.5% to 68.5% of revenue
Repurchased 2.3 million shares for $1.1 billion in Q1; cash, equivalents and investments were $7.98 billion at March 31, 2026
Calix reported first-quarter 2026 revenue of $280.0 million, a record and up 27% year over year, and guided second-quarter revenue to $287 million to $293 million. Non-GAAP net income was $27.2 million and non-GAAP earnings per diluted share were $0.40, while GAAP earnings per diluted share were $0.16. Non-GAAP gross margin is guided lower in the second quarter, and the company will hold an Investor Day at the New York Stock Exchange on April 22, 2026.
Q1 2026 revenue $280.0 million, up 3% sequentially and 27% year over year
Q1 2026 non-GAAP earnings per diluted share $0.40 vs GAAP $0.16
Q2 2026 revenue guidance $287 million to $293 million; non-GAAP gross margin guided to 53.95%–56.95% range midpoint 55.8%
Q1 2026 share repurchases of $171 million; remaining authorization $63 million
Adobe's board approved a stock repurchase authorization of up to $25 billion in common stock through April 30, 2030, announced April 21, 2026. Adobe may buy shares in the open market or through structured repurchase agreements, but it has no obligation to repurchase any amount. At the April 15, 2026 annual meeting, stockholders also approved a 12 million share increase to the 2019 Equity Incentive Plan and rejected all four stockholder proposals.
Board authorized repurchases of up to $25 billion in common stock through April 30, 2030.
Repurchases may be made in the open market or through structured repurchase agreements; timing and amount are at Adobe's discretion.
Stockholders approved a 12 million share increase to the 2019 Equity Incentive Plan on April 15, 2026.
Stockholders did not approve proposals five through eight, including a golden parachute vote and a climate risk proposal.
Agree Realty reported first-quarter 2026 net income attributable to common stockholders of $60.2 million, up 33.4% from $45.1 million a year earlier, and diluted EPS of $0.50 versus $0.42. Core FFO per share rose 8.1% to $1.13 and AFFO per share rose 7.9% to $1.14, while the company kept its 2026 AFFO per share guidance at $4.54 to $4.58 and raised its dividend for April to $0.267 per month. Shareholders also gain from the company's sale of 8.7 million shares via its at-the-market program for anticipated net proceeds of about $658 million.
Net income attributable to common stockholders was $60.2 million, or $0.50 per diluted share, versus $45.1 million, or $0.42, in Q1 2025.
Core FFO per share was $1.13 (up 8.1%) and AFFO per share was $1.14 (up 7.9%) for the quarter.
2026 AFFO per share guidance remains $4.54 to $4.58; the treasury stock method dilution estimate was revised to $0.02 to $0.04 from approximately $0.01.
Monthly dividend for April 2026 was raised to $0.267 per share, a 4.3% year-over-year increase, payable May 14, 2026.
East West Bancorp reported first quarter 2026 net income of $358 million, or $2.57 per diluted share, both up 23% from a year earlier. Total revenue was $774 million, up 12% year over year, and total loans and deposits reached records of $58.1 billion and $68.9 billion as of March 31, 2026. The results are a routine quarterly release, and the filing contains no guidance; the board also declared a $0.80 per share second quarter dividend.
Net income was $358 million and diluted EPS was $2.57, each up 23% from the first quarter of 2025 and EPS up 1% from the fourth quarter of 2025.
Total revenue was $774 million, up 12% year over year; total loans reached a record $58.1 billion and total deposits a record $68.9 billion as of March 31, 2026.
The board declared a $0.80 per share second quarter 2026 dividend, payable May 18, 2026 to shareholders of record as of May 4, 2026.
The company repurchased about 938,000 shares for $98 million in the first quarter, and $117 million remains under its repurchase authorization.
Interactive Brokers reported first-quarter 2026 diluted EPS of $0.59, up from $0.48 a year earlier, on GAAP net revenues of $1.67 billion, up from $1.43 billion. The board also raised the quarterly dividend from $0.08 to $0.0875 per share, payable June 12, 2026, to holders of record as of June 1, 2026.
Diluted EPS $0.59 GAAP and $0.60 adjusted, versus $0.48 GAAP and $0.47 adjusted a year earlier
Commission revenue rose 19% to $613 million; net interest income rose 17% to $904 million
Pretax profit margin was 77% as reported, versus 74% a year earlier
Quarterly dividend raised to $0.0875 per share from $0.08; payable June 12, 2026
TrustCo Bank Corp NY reported first quarter 2026 net income of $16.3 million, or $0.91 per diluted share, up from $14.3 million, or $0.75, a year earlier. Net interest income rose 10.7% to $44.7 million and net interest margin widened to 2.84% from 2.64%, driven by loan repricing at higher yields.
Net income $16.3 million, up 14.1% year over year; diluted EPS $0.91 vs. $0.75
Net interest income $44.7 million, up 10.7%; net interest margin 2.84% vs. 2.64%
Provision for credit losses $950 thousand vs. $300 thousand a year earlier; nonperforming loans $21.5 million vs. $18.8 million
Repurchased 522,226 shares (2.9%) in the quarter; book value per share $38.32 vs. $36.16
United Airlines reported first-quarter 2026 diluted earnings per share of $2.14, up 85% year over year, and total operating revenue of $14.6 billion, up 10.6%. Fuel expense rose $340 million, and the company plans to cut its planned capacity by 5 points for the rest of 2026, with third- and fourth-quarter capacity now expected to be flat to up approximately 2% year over year. Shareholders get higher reported profit, but the capacity cut and elevated fuel prices are near-term pressures on the business.
Diluted EPS of $2.14, up 85%; adjusted diluted EPS of $1.19, up 31%, within initial guidance of $1.00 to $1.50
Total operating revenue of $14.6 billion, up 10.6%; net income of $0.7 billion
Aircraft fuel expense up $340 million; average fuel price of $2.78 per gallon, up 9.9%
Expects Q3 and Q4 2026 capacity flat to up approximately 2% year over year, after a 5-point cut versus the original plan
Steel Dynamics reported first quarter 2026 net sales of $5.2 billion and net income of $403 million, or $2.78 per diluted share, up from $217 million, or $1.44 per share, a year earlier. The company cited record steel shipments and higher steel prices, and said it raised its quarterly cash dividend by six percent, while its new aluminum operations still posted an operating loss of $65 million.
Operating income was $538 million, up from $275 million in the first quarter of 2025.
Adjusted EBITDA was $700 million, compared with $448 million a year earlier.
Cash flow from operations was $148 million after a $120 million annual companywide retirement profit-sharing distribution.
Record steel shipments of 3.6 million tons; aluminum operating losses were $65 million for the quarter.
Mueller Industries reported first quarter 2026 results for the quarter ended March 28, 2026. Net sales rose to $1.19 billion from $1.00 billion, and diluted earnings per share rose to $2.16 from $1.39, which helps explain the higher profit for shareholders. Operating income includes a $41.4 million gain on the sale of its Sherwood Valve business.
Net sales $1.19 billion vs $1.00 billion; operating income $312.2 million vs $206.3 million.
Operating income includes a $41.4 million gain on the sale of the Sherwood Valve business.
Cash balance of $1.38 billion with no debt; $75.0 million used to repurchase 650,000 shares.
Quarterly dividend per share raised to $0.35 from $0.25; Bison Metals Technologies acquisition completed March 30, 2026.
OFG Bancorp reported first-quarter 2026 results for the quarter ended March 31, 2026, with diluted EPS of $1.26 and total core revenues of $185.8 million. Both figures are up from $1.00 and $178.3 million a year earlier but slightly below the fourth quarter of 2025, when diluted EPS was $1.27. The company also said it repurchased $44.5 million of common shares and raised its dividend by 17%.
Diluted EPS was $1.26, versus $1.27 in 4Q25 and $1.00 in 1Q25.
Total core revenues were $185.8 million, versus $185.4 million in 4Q25 and $178.3 million in 1Q25.
Non-interest expense was $94.7 million, down from $105.0 million in 4Q25.
The company repurchased $44.5 million of common shares and increased its dividend by 17% during the quarter.
Commerce Bancshares reported first quarter 2026 earnings of $0.96 per diluted share and net income of $141.6 million, up from $0.93 per share and $131.6 million a year earlier. Results were down from the prior quarter's $1.01 per share, though net income rose from $140.7 million, and they include about $14 million of acquisition-related expense tied to the FineMark Holdings deal, which closed January 1, 2026.
Q1 2026 diluted EPS was $0.96, versus $0.93 in Q1 2025 and $1.01 in Q4 2025.
Net income attributable to the company was $141.6 million, versus $131.6 million in Q1 2025 and $140.7 million in Q4 2025.
The FineMark Holdings acquisition closed January 1, 2026, adding total assets of approximately $3.9 billion.
The company repurchased more than $84 million of common stock during the quarter; return on average assets was 1.62%.
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
United Community Banks (NYSE: UCB) reported first-quarter 2026 net income of $84.3 million and diluted EPS of $0.69, up $0.11 from a year earlier but down $0.01 from the fourth quarter. The bank also announced a definitive merger agreement to acquire Peach State Bancshares, Inc., with deal details in a separate presentation filed with the SEC.
Q1 2026 net income $84.3 million, up $12.9 million from Q1 2025; GAAP diluted EPS $0.69 vs. $0.58; operating EPS $0.70, up 19%
Total revenue $276.5 million, up 12% from a year earlier
Definitive merger agreement to acquire Peach State Bancshares, Inc. announced April 21, 2026
Repurchased 1.09 million shares at an average price of $33.97; plans to redeem remaining $100 million of subordinated debentures in Q2 2026
Vicor reported first-quarter 2026 revenue of $113.0 million, up 20.2% from a year earlier, with net income of $20.7 million, or $0.44 per diluted share, versus $2.5 million, or $0.06 per share, a year ago. Backlog rose 75% year over year to $301 million, and management cited rising demand and a second fab plan, though operating cash flow was negative $3.9 million after a $28.6 million litigation payment.
Revenue of $113.0 million, up 20.2% from $94.0 million a year ago and up 5.3% from $107.3 million in the fourth quarter of 2025.
Net income of $20.7 million, or $0.44 per diluted share, versus $46.5 million, or $1.01 per diluted share, in the fourth quarter of 2025, which included a $27.3 million tax benefit.
Cash flow used for operations was $(3.9) million, net of a $28.6 million payment of an award for past litigation.
Backlog totaled $301 million at March 31, 2026, up 75% from a year earlier and 70% from $177 million at year-end 2025.
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
RTX reported first quarter 2026 sales of $22.1 billion, up 9 percent from the prior year, and adjusted EPS of $1.78, up 21 percent. The company raised its full-year 2026 adjusted sales and adjusted EPS outlook and confirmed its free cash flow forecast, which matters to shareholders because it signals higher expected earnings for the year.
Q1 2026 sales of $22.1 billion, up 9 percent; organic sales up 10 percent
Q1 GAAP EPS of $1.51 and adjusted EPS of $1.78, up 21 percent
2026 adjusted EPS outlook raised to $6.70-$6.90 from $6.60-$6.80
2026 adjusted sales outlook raised to $92.5-$93.5 billion from $92.0-$93.0 billion; free cash flow confirmed at $8.25-$8.75 billion
Northern Trust reported first-quarter 2026 net income of $525.5 million, or $2.71 per diluted share, up from $392.0 million and $1.90 a year earlier. Total revenue on a fully taxable equivalent basis rose 14% to $2,213.2 million, and the company returned $509.7 million to common shareholders through dividends and buybacks, which matters to shareholders because it shows both earnings growth and capital returns.
Net income of $525.5 million, up 34% from $392.0 million in Q1 2025 and up from $466.0 million in Q4 2025
Diluted EPS of $2.71, up 43% from $1.90 a year earlier; return on average common equity of 17.4%
Total revenue (FTE) of $2,213.2 million, up 14% year over year; pre-tax margin (FTE) of 32.0%
Returned $509.7 million to common shareholders; repurchased 2,488,148 shares at a total cost of $358.9 million
MSCI reported first-quarter 2026 operating revenues of $850.8 million, up 14.1%, and net income of $406.0 million, up 40.7%. Net income includes an $88 million discrete tax benefit tied to an internal legal entity restructuring, and adjusted EPS rose a smaller 13.8% to $4.55. Full-year 2026 guidance was left unchanged except for depreciation and amortization expense, which was raised to $190 million to $200 million from $185 million to $195 million.
Operating revenues were $850.8 million, up 14.1%, with organic growth of 13.3%.
Diluted EPS was $5.53, up 49.1%; adjusted EPS was $4.55, up 13.8%.
An $88 million discrete tax benefit from a restructuring lowered the effective tax rate to (4.3)% from 12.8%.
Full-year 2026 depreciation and amortization guidance rose to $190 million to $200 million; other guidance items were unchanged.
Quest Diagnostics reported first quarter 2026 net revenues of $2.90 billion, up 9.2% from a year earlier, and reported diluted EPS of $2.24, up 15.5%. The company raised its full year 2026 revenue and EPS guidance, which means higher expected results for shareholders than the prior outlook.
Q1 2026 net revenues were $2.90 billion, up 9.2%; Diagnostic Information Services revenues rose 9.4% to $2.83 billion
Q1 reported diluted EPS was $2.24, up from $1.94; adjusted diluted EPS was $2.50, up 13.1% from $2.21
Full year 2026 reported diluted EPS guidance was raised to $9.58 to $9.78 from $9.45 to $9.65; adjusted EPS guidance to $10.63 to $10.83 from $10.50 to $10.70
Cash provided by operations fell 11.6% to $278 million in Q1 from $314 million
Northrop Grumman reported first-quarter 2026 sales of $9.9 billion, up 4% from $9.5 billion a year earlier, and diluted earnings per share of $6.14 versus $3.32. The gain was largely due to the absence of a $477 million B-21 loss provision recorded in the prior-year quarter, and the company reaffirmed its 2026 financial guidance. Shareholders get a clear improvement in the headline measures, though first-quarter free cash flow was negative $1.8 billion.
Sales rose 4% to $9.9 billion; organic sales rose 5% to $9.9 billion from $9.4 billion
Diluted EPS was $6.14 versus $3.32; net earnings were $875 million versus $481 million
Operating margin rate was 10.0% versus 6.1%, driven by the absence of the prior-year $477 million B-21 loss provision
2026 guidance reaffirmed as of April 21, 2026: sales $43.5 billion to $44.0 billion and MTM-adjusted EPS $27.40 to $27.90
Equifax reported first-quarter 2026 revenue of $1.649 billion, up 14%, and diluted EPS of $1.42, up 34%. The company kept its full-year local currency revenue growth guidance, citing uncertainty from higher interest rates and U.S. mortgage activity, while raising reported revenue and adjusted EPS guidance for foreign exchange.
Revenue of $1.649 billion, up 14%, and $37 million above the midpoint of the February guidance framework
Net income attributable to Equifax of $171.5 million, up 29%; diluted EPS of $1.42, up 34%
Adjusted EPS of $1.86, up 22%; adjusted EBITDA margin of 29.0% versus 29.3% a year earlier
Full-year guidance maintained for local currency growth; reported revenue raised by $25 million and adjusted EPS by $0.04 for foreign exchange
UnitedHealth reported first quarter 2026 revenue of $111.7 billion, up from $109.6 billion a year earlier, and GAAP earnings of $6.90 per share, up from $6.85. The company raised its full-year 2026 earnings outlook to greater than $17.35 per share on a GAAP basis and greater than $18.25 per share on an adjusted basis. Earnings from operations were $9.0 billion, slightly below $9.1 billion a year earlier.
Q1 2026 revenue was $111.7 billion, up from $109.6 billion in Q1 2025; GAAP EPS was $6.90 versus $6.85, and adjusted EPS was $7.23 versus $7.20.
Full-year 2026 outlook raised to greater than $17.35 per share GAAP and greater than $18.25 per share adjusted.
Medical care ratio improved to 83.9% from 84.8%, while the operating cost ratio rose to 13.8% from 12.4%.
The company expects to repurchase at least $2.0 billion of its common stock by the end of the second quarter 2026 and has agreed to acquire Alegeus Technologies.
Synchrony Financial reported first quarter 2026 net earnings of $805 million, or $2.27 per diluted share, up from $757 million, or $1.89 per diluted share, a year earlier. The Board also approved a new share repurchase program of up to $6.5 billion with no expiration date and a planned 13% increase in the quarterly dividend, which matters to shareholders because it changes how much capital the company plans to return.
Net earnings rose 6% to $805 million; diluted EPS was $2.27 versus $1.89 in the first quarter of 2025
New buyback of up to $6.5 billion starts in the second quarter of 2026 and replaces the prior program, which was scheduled to expire June 30, 2026
Quarterly dividend planned to rise 13% to $0.34 per share beginning in the third quarter of 2026
Estimated Common Equity Tier 1 ratio was 12.7%, compared with 13.2% a year earlier
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.
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