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).
Netflix's board approved a new $25 billion share repurchase authorization on April 22, 2026, on top of the program approved in December 2024. The company said it had about $6.8 billion left under the December 2024 authorization as of March 31, 2026, so the new program would substantially expand its buyback capacity for shareholders. The filing notes Netflix is not obligated to buy any specific number of shares and may stop at any time.
Board authorized an additional $25 billion of common stock repurchases on April 22, 2026, with no expiration date
About $6.8 billion remained under the December 2024 authorization as of March 31, 2026
Repurchases may be made via open market, Rule 10b5-1 trading plans, private deals, accelerated repurchases or block purchases
Netflix may discontinue repurchases without notice and is not required to buy any specific number of shares
Pinnacle Financial Partners reported first quarter 2026 results that include the January 1, 2026 merger with Synovus Financial Corp. GAAP diluted earnings per share were $0.89, down from $1.77 a year earlier, while adjusted diluted earnings per share rose to $2.39 from $1.90, excluding merger-related expenses, securities gains and a derivative valuation adjustment. Total revenue rose to $1,217 million from $462 million a year earlier, but the merger's costs and a larger share count weigh on reported per-share results.
Diluted EPS was $0.89 versus $1.77 in 1Q25; adjusted diluted EPS was $2.39 versus $1.90.
Merger-related expense was $275.4 million in the first quarter, including merger-related equity acceleration cost.
Period-end loans were $85.2 billion and deposits were $100.1 billion at March 31, 2026, versus $36.1 billion and $44.5 billion a year earlier.
Preliminary Common Equity Tier 1 ratio was 9.83% at quarter end; the investor call is set for April 23, 2026.
On April 22, 2026, Pineapple Financial's board raised its share repurchase authorization from $3 million to up to $15 million. The company said it intends to begin buying shares immediately under the existing $3 million, while the additional up to $12 million requires further board approval and depends on solvency, financial condition and liquidity. The program does not require any specific number of repurchases and may be modified, suspended or terminated at any time.
Board approved expansion of the authorization from US$3,000,000 to up to US$15,000,000 on April 22, 2026.
The initial $3 million under the existing program may begin immediately, subject to securities laws and the absence of material non-public information.
The additional up to $12 million requires further Board approval, applicable solvency requirements, and review of financial condition, liquidity and capital allocation priorities.
A presentation with key operating and financial metrics was delivered in connection with the buyback and furnished as Exhibit 99.2.
ServiceNow reported first-quarter 2026 revenue of $3.77 billion, up 22% from a year earlier, and net income of $469 million, or $0.45 per diluted share, versus $460 million, or $0.44, a year earlier. The company also raised its full-year 2026 subscription revenue outlook and, separately, took a $4 billion unsecured term loan due October 16, 2026 to help fund its Armis acquisition, which closed April 20, 2026.
Q1 2026 total revenues were $3,770 million, up 22% year over year (19% in constant currency); subscription revenues were $3,671 million.
Income from operations was $503 million, compared with $451 million in Q1 2025.
The company said Q1 results beat the high end of its guidance and raised its full-year 2026 subscription revenue outlook to $15,735 million to $15,775 million on a GAAP basis.
On April 17, 2026, ServiceNow entered a $4 billion unsecured term loan with JPMorgan Chase Bank, N.A. as administrative agent, maturing October 16, 2026.
Perrigo furnished recast financial information under three new product-category segments, replacing its geographic structure, with the change effective in the first quarter of 2026. The recast data show 2025 consolidated net sales of $4,253.1 million, down from $4,373.4 million in 2024, and a reported 2025 operating loss of $1,122.2 million driven by a fourth-quarter impairment charge of $1,358.5 million.
Reported operating loss of $1,122.2 million for full-year 2025, including a fourth-quarter loss of $1,287.2 million.
Fourth-quarter 2025 impairment charges of $1,358.5 million, including a goodwill impairment charge of $1.3 billion.
Consolidated adjusted operating income of $622.3 million for 2025; consolidated net sales of $4,253.1 million versus $4,373.4 million in 2024.
Segment change announced February 26, 2026; new segments are Self Care, Specialty Care, Infant Formula, and All Other. The company states the change has no impact on historical consolidated results.
Globe Life reported first quarter 2026 net income of $3.39 per diluted share, up from $3.01 a year earlier, and net operating income of $3.43 per diluted share, up from $3.07. The company also raised its full-year 2026 earnings guidance to a range of $15.40 to $15.90, an increase of $0.35 at the midpoint.
Q1 2026 net income was $3.39 per diluted share versus $3.01 a year earlier, an increase of 13%.
Q1 2026 net operating income was $3.43 per diluted share versus $3.07, an increase of 12%.
Full-year 2026 earnings guidance was raised to $15.40 to $15.90, up $0.35 at the midpoint.
The company repurchased 1.4 million shares in the quarter for a total cost of $203 million.
Kaiser Aluminum reported record first quarter 2026 results, with net sales of $1.1 billion, up from $777 million a year earlier, and net income of $63 million, or $3.71 per diluted share, versus $22 million, or $1.31, in the prior year period. The company raised its full-year 2026 outlook, now expecting Adjusted EBITDA to improve 20% to 30% year-over-year.
Net income $63 million, or $3.71 per diluted share, versus $22 million, or $1.31, in Q1 2025
Adjusted EBITDA $129 million, a 31.8% margin on Conversion Revenue, versus $73 million a year earlier
Full-year 2026 outlook: Conversion Revenue to improve 10% to 15%; Adjusted EBITDA to improve 20% to 30%
Quarterly dividend of $0.77 per share declared April 13, 2026, payable May 15, 2026; net debt leverage ratio improved to 2.8x
Getty Realty reported first-quarter 2026 net earnings of $26.6 million, or $0.43 per diluted share, up from $14.8 million, or $0.25, a year earlier. The company also raised its 2026 AFFO per share guidance to $2.50 to $2.52 from $2.48 to $2.50, which is a positive signal for shareholders.
Net earnings of $26.6 million, or $0.43 per diluted share, versus $14.8 million, or $0.25, in Q1 2025
Diluted AFFO of $0.63 per share, versus $0.59 in Q1 2025; total revenues of $57.8 million, versus $52.3 million
2026 AFFO guidance raised to $2.50 to $2.52 per diluted share from $2.48 to $2.50
Committed investment pipeline of more than $125.0 million for 43 properties as of April 22, 2026
WEX reported first-quarter 2026 revenue of $673.8 million, up 5.8%, and adjusted net income of $145.3 million, or $4.15 per diluted share, up 18.2%. The company raised its full-year 2026 revenue guidance to $2.82 billion to $2.88 billion and its adjusted EPS guidance to $18.95 to $19.55 per diluted share, which signals higher expected results for shareholders.
Q1 2026 revenue of $673.8 million, up 5.8%; GAAP net income of $77.7 million, or $2.22 per diluted share, up 22.7%
Full-year 2026 revenue guidance raised to $2.82 billion to $2.88 billion; adjusted EPS guidance of $18.95 to $19.55
Second-quarter 2026 guidance: revenue of $727 million to $747 million and adjusted EPS of $4.93 to $5.13
Net cash used for operating activities was $330.8 million, compared with $481.6 million a year earlier; adjusted free cash flow was $49.5 million, compared with $16.2 million
CACI reported fiscal third-quarter 2026 revenue of $2.4 billion, up 8.5%, and diluted EPS of $5.88, up 17.6%, with the period including $17.4 million of ARKA transaction expenses. The company raised its fiscal 2026 revenue guidance to reflect the $2.6 billion ARKA acquisition, but lowered its adjusted diluted EPS guidance, which shareholders should weigh against the higher revenue outlook.
Q3 revenue $2.4 billion ($2,351.0 million), up 8.5% year over year; net income $130.4 million, up 16.6%
Diluted EPS $5.88, up 17.6%; adjusted diluted EPS $7.27, up 16.7%
FY2026 revenue guidance raised to $9,500–$9,600 million from $9,300–$9,500 million; adjusted diluted EPS guidance lowered to $27.70–$28.38 from $28.25–$28.92
ARKA Group acquisition, an all-cash deal for $2.6 billion, closed March 9, 2026; free cash flow guidance held at at least $725 million
Meritage Homes reported first quarter 2026 net earnings of $55 million, or $0.82 per diluted share, down 55% from $123 million, or $1.69 per share, a year earlier. Home closing revenue fell 17% to $1.1 billion on 13% fewer closings, and home closing gross margin dropped to 17.5% from 22.0%. The company also updated its full-year 2026 guidance, saying home closing volume and revenue are expected to be at or within 5% of full-year 2025 results, which signals a weak outlook for shareholders.
Net earnings of $55 million ($0.82 per diluted share) vs. $123 million ($1.69) in Q1 2025
Home closing revenue of $1.1 billion, down 17%; 2,967 homes closed, down 13%
Home closing gross margin of 17.5% vs. 22.0%, including $2.4 million in real estate impairments
Full-year 2026 guidance: home closing volume and revenue at or within 5% of full-year 2025 results
KREF reported a first-quarter 2026 net loss attributable to common stockholders of $61.9 million, or $0.96 per diluted share, compared with a $32.0 million loss in the prior quarter, and a Distributable Loss of $4.1 million. The company said the CECL allowance rose $73.5 million for the quarter, mainly due to additional reserves for risk-rated 5 loans, and it reduced its quarterly dividend to $0.10 per share. For shareholders, the larger loss and lower dividend reflect the credit reserve increase, and the new $75.0 million repurchase authorization gives the company another use for capital.
Net loss of $61.9 million, or $0.96 per diluted share, for the quarter ended March 31, 2026, versus a net loss of $32.0 million, or $0.49 per share, for the quarter ended December 31, 2025
Distributable Loss of $4.1 million, or $0.06 per share, versus Distributable Earnings of $14.4 million, or $0.22 per share, in the prior quarter; includes a $17.3 million realized loss on a loan write-off
CECL allowance increased $73.5 million, or $1.14 per share, to $260.3 million; book value was $11.87 per share as of March 31, 2026
Board declared a $0.10 per share second-quarter 2026 dividend, payable July 15, 2026 to holders of record June 30, 2026; in April 2026 the board authorized a repurchase program of up to $75.0 million of common and preferred stock
United Rentals reported first-quarter 2026 total revenue of $3.985 billion and net income of $531 million, up from $518 million a year earlier, with diluted EPS of $8.43 versus $7.91. The company also raised its 2026 outlook, lifting total revenue guidance to $16.9 billion to $17.4 billion and adjusted EBITDA guidance to $7.625 billion to $7.875 billion. Prior-year results included a merger termination benefit, which the filing says affected the year-over-year comparison.
Q1 2026 total revenue of $3.985 billion; net income of $531 million, up from $518 million
Diluted EPS of $8.43 versus $7.91 a year earlier; the 2025 figure included a $0.45 per diluted share H&E merger termination benefit
2026 total revenue outlook raised to $16.9 billion to $17.4 billion from $16.8 billion to $17.3 billion
Q1 2026 included a $45 million restructuring charge; $500 million returned to shareholders in the quarter
Molina Healthcare reported first quarter 2026 GAAP earnings of $0.27 per diluted share, down 95% from $5.45 a year earlier, and adjusted earnings of $2.35 per diluted share, down 61% from $6.08. Premium revenue fell 4% to about $10.2 billion, and GAAP results include a $93 million impairment tied to the planned 2027 exit of the Medicare Advantage-Part D product. The company reaffirmed its full-year 2026 guidance of about $42 billion in premium revenue and at least $5.00 in adjusted earnings per diluted share.
Q1 2026 GAAP net income was $14 million, versus $298 million in Q1 2025; total revenue was $10,796 million, versus $11,147 million.
Consolidated medical care ratio rose to 91.1% from 89.2%, and the Marketplace MCR included about 450 basis points from prior year risk adjustment and program integrity items.
Full-year 2026 guidance: premium revenue about $42 billion, GAAP EPS at least $1.90, adjusted EPS at least $5.00; the company will update guidance with its second quarter results.
Management will hold an Investor Day on Friday, May 8, to update its three-year outlook.
ARMOUR Residential REIT reported a GAAP net loss to common stockholders of $58.0 million, or $0.49 per share, for Q1 2026, compared with net income to common stockholders of $208.7 million in Q4 2025. Book value per common share fell 6.5% to $17.42 at March 31, 2026, while Distributable Earnings per share rose to $0.76 from $0.71, and the company declared a $0.24 monthly common dividend.
GAAP net loss to common stockholders of $58.0 million, or $0.49 per share, versus net income to common of $208.7 million in Q4 2025
Distributable Earnings available to common stockholders of $90.5 million, or $0.76 per share, versus $79.8 million, or $0.71 per share, in Q4 2025
Book value per common share of $17.42 at March 31, 2026, down from $18.63 at December 31, 2025; Q1 total economic return of (2.6)%
Declared $0.24 per common share payable May 28, 2026, to holders of record on May 15, 2026
lululemon athletica inc. agreed to appoint Heidi O'Neill, a former Nike executive, as chief executive officer and a board member, effective September 8, 2026. Meghan Frank and André Maestrini are expected to continue as interim co-CEOs until she joins, and Marti Morfitt is expected to continue as executive chair. The filing sets out her pay, including a $1,400,000 base salary and a $2,000,000 retention bonus, which shareholders may want to review.
Start date: Heidi O'Neill becomes CEO and joins the board effective September 8, 2026
Pay: $1,400,000 base salary; target annual bonus of 200% of base salary; annual equity awards of about $10,000,000
One-time grants: $2,800,000 in restricted stock units and $4,200,000 in stock options, each vesting 50% on the first and second anniversaries
Severance: 24 months of base salary if she resigns for good reason or is terminated without cause
Neptune Insurance Holdings reported first-quarter 2026 revenue of $37.8 million, up 29%, while GAAP net income fell 26% to $7.3 million, which the company attributed partly to $6.9 million of share-based compensation. The company raised its full-year 2026 expectations and approved a $100 million share repurchase program, which has no expiration date and does not obligate it to buy any set amount of stock.
Q1 2026 revenue rose 29% to $37.8 million; adjusted EBITDA rose 26% to $21.6 million at a 57.1% margin
GAAP net income fell 26% to $7.3 million; adjusted net income rose 21% to $13.4 million
For full-year 2026, the company now expects revenue of $195 million and an adjusted EBITDA margin of 60% to 61%
Board approved on April 21, 2026 a repurchase program of up to $100 million of Class A common stock
Century Communities reported first-quarter 2026 net income of $24.4 million, or $0.84 per diluted share, down from $39.4 million, or $1.26, a year earlier, on total revenues of $789.7 million versus $903.2 million. The company cut its full-year 2026 guidance to 9,500 to 10,500 home deliveries and $3.5 billion to $3.8 billion in home sales revenues, citing the Middle East conflict, higher gas prices and interest rates. Shareholders also received a 10% increase in the quarterly dividend, to $0.32 per share.
First-quarter total revenues were $789.7 million, down from $903.2 million, and deliveries were 2,013 homes, down from 2,284.
Adjusted diluted EPS was $0.88, compared with $1.39 in the first quarter of 2025.
Full-year 2026 guidance: 9,500 to 10,500 home deliveries and $3.5 billion to $3.8 billion in home sales revenues.
The company repurchased 617,087 shares for $40.0 million and raised its quarterly dividend 10% to $0.32 per share.
Essential Properties Realty Trust reported first-quarter 2026 results on April 22, 2026. Revenue rose to $158.8 million from $129.4 million a year earlier, and AFFO per share increased 11% to $0.50, while net income per share fell 3% to $0.28. The company raised its 2026 AFFO per share guidance and investment volume guidance, but lowered its Cash G&A guidance.
Total revenues were $158.8 million for the three months ended March 31, 2026, compared with $129.4 million a year earlier.
Net income per share was $0.28, down from $0.30 a year earlier; AFFO per share was $0.50, up from $0.45.
2026 AFFO per share guidance was raised to $2.00 to $2.05 from $1.99 to $2.04.
2026 investment volume guidance was raised to $1.1 billion to $1.5 billion; Cash G&A guidance was lowered to $30.0 million to $34.0 million.
Kinder Morgan reported first-quarter 2026 net income attributable to KMI of $976 million, up from $717 million a year earlier, with EPS of $0.44 and Adjusted EPS of $0.48. The company said it is trending more than 3% favorable to its 2026 budget on an Adjusted EBITDA basis, while Chief Operating Officer James Holland plans to retire on September 4, 2026, and be succeeded by Kenneth W. Grubb.
Net income attributable to KMI was $976 million versus $717 million in Q1 2025; EPS was $0.44, up 38%, and Adjusted EPS was $0.48, up 41%.
Adjusted EBITDA was $2,539 million, up 18% from Q1 2025.
KMI is trending more than 3% favorable to budget on Adjusted EBITDA; its 2026 budgeted net income is $3.1 billion.
James Holland retires as COO effective September 4, 2026; Kenneth W. Grubb, Vice President and Chief Project Officer, will succeed him.
EastGroup reported first-quarter 2026 diluted EPS of $1.77, up from $1.14, and FFO of $2.34 per share, up 8.8% from $2.15, with $25 million of property sale gains included in EPS but excluded from FFO. The company raised its 2026 FFO per share outlook to $9.46 to $9.66 from $9.40 to $9.60, a higher expected operating earnings range for shareholders.
Diluted EPS was $1.77 versus $1.14 a year earlier, including $0.46 per share from $25 million of property sale gains.
FFO excluding gain on involuntary conversion and business interruption claims was $2.30 per share, up 8.5% from $2.12.
Same PNOI excluding lease terminations rose 7.5% on a straight-line basis and 9.2% on a cash basis.
Revised 2026 FFO per share guidance is $9.46 to $9.66, up from $9.40 to $9.60; the Q1 dividend of $1.55 per share was paid April 15, 2026.
Bankwell Financial Group reported GAAP net income of $11.3 million, or $1.41 per diluted share, for the first quarter of 2026, up from $9.1 million, or $1.15 per share, in the fourth quarter of 2025. It raised its 2026 non-interest income guidance to $12 to $13 million, affirmed its non-interest expense and net interest income guidance, and declared a $0.20 quarterly dividend. Net interest margin fell to 3.28% from 3.40%, and nonperforming loans rose to $19.0 million, figures shareholders may weigh alongside the higher earnings.
Net income of $11.3 million and diluted EPS of $1.41 for Q1 2026, versus $9.1 million and $1.15 in Q4 2025
Non-interest income guidance raised to $12 to $13 million; non-interest expense guidance of $64 to $65 million for 2026 affirmed
Net interest margin of 3.28% versus 3.40% in Q4 2025; nonperforming loans increased $2.7 million to $19.0 million
$0.20 per share dividend payable May 19, 2026 to shareholders of record on May 8, 2026
Knight-Swift reported a first-quarter 2026 net loss attributable to the company of $1.3 million, or $(0.01) per diluted share, compared with earnings of $0.19 per share a year earlier. Total revenue rose 1.4% to $1.9 billion, but charges for an adverse arbitration ruling, a Mexico tax decision and severe weather reduced profit. The company guided second-quarter 2026 Adjusted EPS to $0.45 to $0.49.
GAAP net loss attributable to Knight-Swift was $1.3 million, or $(0.01) per diluted share, versus $0.19 per share in Q1 2025.
Adjusted EPS was $0.09, compared with $0.28 in Q1 2025; total revenue was $1.9 billion, up 1.4%.
The quarter included $18.0 million of LTL claims expense tied to an adverse arbitration ruling on a 2022 claim and $4.1 million for a Mexico VAT decision.
Second-quarter 2026 Adjusted EPS guidance is $0.45 to $0.49; full-year 2026 net cash capital expenditures are now $600 million to $650 million, down from $625 million to $675 million.
Martin Midstream Partners reported a first quarter 2026 net loss of $6.8 million, compared with a net loss of $1.0 million a year earlier, and Adjusted EBITDA of $20.8 million, down from $27.8 million. The partnership lowered its full-year 2026 Adjusted EBITDA guidance to $90.0 million, citing fertilizer margin pressure and a shortage of tank truck drivers, which matters to shareholders because it reduces the earnings outlook for the year.
Q1 2026 net loss was $6.8 million, or $0.17 per unit, versus a net loss of $1.0 million, or $0.03 per unit, in Q1 2025
Q1 2026 revenues were $187.7 million, down from $192.5 million a year earlier
Full-year 2026 Adjusted EBITDA guidance was revised downward to $90.0 million; fertilizer and land transportation guidance were reduced
Declared a quarterly cash distribution of $0.005 per unit, payable May 15, 2026, to holders of record on May 8, 2026
Goosehead reported first-quarter 2026 revenue up 23% to $93.1 million and net income of $8.0 million, versus $2.6 million a year earlier. The same day, it named John Martin as Chief Financial Officer effective April 20, 2026, and moved Mark Jones, Jr. from CFO to President and Chief Operating Officer.
Q1 2026 total revenues were $93.1 million, up 23% from $75.6 million; basic EPS was $0.20 versus $0.09
Net income was $8.0 million versus $2.6 million a year ago; Adjusted EBITDA rose 57% to $24.4 million
John Martin appointed CFO effective April 20, 2026; Mark Jones, Jr. promoted to President and COO and no longer CFO
Full-year 2026 guidance calls for organic total revenue growth of 10% to 19% and written premium growth of 12% to 20%
Range Resources reported first quarter 2026 GAAP net income of $342 million, or $1.44 per diluted share, up from $97 million, or $0.40 per diluted share, a year earlier. Total revenues and other income rose 50% to $1.03 billion, and the company raised its full-year 2026 NGL price guidance, which it says adds approximately $160 million to cash flow versus prior expectations, while processing and transportation cost guidance was also raised.
Net income was $342 million ($1.44 per diluted share) versus $97 million ($0.40) in Q1 2025; adjusted EPS was $1.52 per diluted share.
Full-year 2026 NGL price guidance raised to Mont Belvieu plus $1.25 to $2.50 per barrel, from plus $0.00 to $1.00 previously.
Full-year GP&T expense guidance raised to $1.55 to $1.60 per mcfe, from $1.50 to $1.55; 2026 capital budget remains $650 million to $700 million.
Net debt fell by $384 million during the quarter, to $834 million as of March 31, 2026, and the company repurchased 800,000 shares.
Regal Rexnord said Aamir Paul, currently President of North America at Schneider Electric, will succeed Louis Pinkham as chief executive no later than July 1, 2026, and will join the board as a director. The filing also sets out Paul's pay package, including a $1,200,000 base salary and a 130% target bonus, which shareholders can review as the company's new chief executive takes over.
Aamir Paul, age 48, becomes CEO no later than July 1, 2026, after his duties at Schneider Electric conclude.
Louis Pinkham remains CEO until Paul starts and leaves the board on his last day as CEO; the filing says he ceases as CEO effective June 30, 2026, or an earlier mutually agreed date.
Paul's offer letter provides a $1,200,000 base salary, a 130% target bonus, a 2026 long-term incentive target of $7,250,000, a $575,000 sign-on cash award and restricted stock units valued at $8,200,000.
The company will not comment further on the transition before its first quarter earnings call on May 7, 2026.
Teledyne reported first quarter 2026 net sales of $1,560.1 million, up 7.6% from a year earlier, and GAAP diluted earnings per share of $4.85, compared with $3.99. The company raised its full-year 2026 GAAP and non-GAAP earnings per share outlook, which matters to shareholders because both headline sales and profit measures improved and guidance moved higher.
Net sales were $1,560.1 million versus $1,449.9 million, with $33.3 million from recent acquisitions.
Non-GAAP diluted EPS was $5.80 versus $4.95, an increase of 17.2%; GAAP diluted EPS was $4.85 versus $3.99.
Full-year 2026 GAAP EPS outlook was raised to $20.08 to $20.44 from $19.76 to $20.22; non-GAAP outlook was raised to $23.85 to $24.15 from $23.45 to $23.85.
Net debt was $1,954.9 million as of March 29, 2026, down from $2,123.0 million at December 28, 2025, after a $450.0 million debt maturity payment made after quarter-end.
Westinghouse Air Brake Technologies (Wabtec) reported first quarter 2026 net sales of $2.95 billion, up 13.0% from a year earlier, and GAAP earnings of $2.12 per diluted share, up 12.8%. The company raised its 2026 adjusted EPS guidance to $10.25 to $10.65, a $0.20 increase at the midpoint, while GAAP operating margin fell to 17.5% from 18.2%.
Q1 2026 net sales were $2.95 billion, up 13.0% from $2.61 billion, helped by the Inspection Technologies, Frauscher and Dellner acquisitions
GAAP diluted EPS was $2.12, up 12.8%; adjusted diluted EPS was $2.71, up 18.9%
2026 adjusted EPS guidance was raised to $10.25 to $10.65, a $0.20 increase at the midpoint; revenue guidance of $12.19 billion to $12.49 billion was unchanged
GAAP operating margin was 17.5%, down from 18.2%, reflecting an exited low-margin Digital project, restructuring costs and acquisition-related charges
Spire Inc. (NYSE: SR) said its subsidiary Spire EnergySouth agreed on April 21, 2026 to sell Spire Mississippi, a natural gas utility serving about 18,000 customers, to Delta Utilities for $75 million in cash. The sale is subject to Mississippi Public Service Commission approval and is expected to close in the first fiscal quarter of 2027; Spire plans to use the proceeds to fund infrastructure investments in Alabama, Missouri and Tennessee.
Purchase price of $75 million, subject to adjustments; the press release cites a 1.4x multiple of 2025 rate base
Spire Mississippi has about 745 miles of distribution pipelines and about 18,000 customers in south-central Mississippi
If the deal is terminated under qualifying circumstances, Purchaser would pay a reverse termination fee of $7.5 million
Closing expected in the first fiscal quarter of 2027, subject to MPSC approval
Best Buy said Corie Barry will step down as chief executive and board member at the end of the day on October 31, 2026. Jason Bonfig, the company's senior executive vice president for customer offering, fulfillment and Best Buy Canada, will become CEO and a director effective November 1, 2026, and was appointed on April 19, 2026. The filing gives compensation terms for both executives but no financial results, so the change is a leadership transition with no stated effect on current earnings or guidance.
Jason Bonfig, age 49, has held his current role since 2021 and has worked at Best Buy since 1999
Bonfig's base salary will rise to $1,250,000, with a short-term incentive target of 190% of base salary while he is CEO
Barry stays on as a strategic advisor for six months and her base salary will fall to $1,000,000
Bonfig's enhanced change-of-control severance is two times base salary plus target bonus, plus a pro-rata bonus
Certara agreed on April 21, 2026 to sell its global medical writing and related regulatory services business to Veristat for $100 million in cash, plus up to $35 million in earn-out payments tied to the business's performance after closing. The company expects the sale to close in the second quarter of 2026 and plans to update its 2026 guidance at that time, so shareholders will not see the sale's full effect on guidance until then.
Cash consideration of $100 million, subject to post-closing adjustments for working capital, indebtedness and transaction expenses
Up to $35 million in contingent earn-out payments based on the business's financial performance after closing
Up to $15 million of the closing payment may be held in escrow if certain items are not satisfied at closing
The business generated $50 million in revenue and $17 million in adjusted EBITDA in 2025; closing is expected in the second quarter of 2026
Moody's reported first-quarter 2026 revenue of $2,079 million, up 8% from a year earlier, and diluted EPS of $3.73, up from $3.46. It raised its full-year 2026 GAAP diluted EPS guidance to $16.00 to $16.60 and its share repurchase guidance to about $2.5 billion, while reaffirming adjusted diluted EPS guidance of $16.40 to $17.00.
Q1 2026 revenue of $2,079 million, up 8%; adjusted diluted EPS of $4.33, up 13% from $3.83.
Full-year GAAP diluted EPS guidance raised to $16.00 to $16.60 from $15.00 to $15.60; includes an expected gain of approximately $1.25 per share from the MA Regulatory Solutions divestiture, expected to close in Q2 2026.
Share repurchase guidance raised to approximately $2.5 billion from approximately $2.0 billion; revenue guidance unchanged.
Quarterly dividend of $1.03 per share declared April 20, 2026, payable June 5, 2026.
GE Vernova reported first-quarter 2026 revenue of $9.3 billion, up 16%, and net income of $4.7 billion, which includes $4.5 billion in pre-tax gains on business interests, mainly from acquiring the remaining 50% of Prolec GE. The company raised its 2026 guidance for revenue, adjusted EBITDA margin and free cash flow. Shareholders get higher guidance and profit growth, but the Wind segment lost money and the reported net income is boosted by acquisition gains.
Q1 2026 revenue was $9.3 billion, up 16% (7% organically); diluted EPS was $17.44 versus $0.91 a year earlier
Net income of $4.7 billion includes $4.5 billion in pre-tax gains on business interests, primarily from Prolec GE
Amneal agreed on April 21, 2026 to acquire 100% of Kashiv BioSciences, LLC for $375 million in cash and 28,942,108 Class A shares at closing, plus up to $350 million in contingent regulatory milestone payments and royalties. The same day, Amneal reported preliminary first quarter 2026 results showing higher revenue, net income and EPS, and raised its 2026 adjusted EBITDA and adjusted diluted EPS guidance.
Consideration: $375 million cash and 28,942,108 Class A shares at closing, plus up to $350 million in contingent regulatory milestone payments; closing expected in the second half of 2026 and requires Amneal shareholder approval.
Preliminary Q1 2026 (unaudited): consolidated net revenue $723 million, up 4% from $695 million; net income $78 million versus $25 million; diluted EPS $0.19 versus $0.04.
Raised 2026 adjusted EBITDA guidance to $740 million-$770 million from $720 million-$760 million; adjusted diluted EPS to $0.95-$1.05 from $0.93-$1.03; net revenue guidance unchanged at $3.05 billion-$3.15 billion.
Acquisition agreement has an outside date of November 17, 2026, extendable to January 12, 2027 if only certain regulatory approvals remain outstanding.
Otis reported first quarter 2026 net sales of $3.6 billion, up 6% (1% organic), with Service sales up 11%. GAAP EPS rose 43% to $0.87, but adjusted EPS fell 3% to $0.89 as segment operating profit declined, and the company revised its full-year outlook with adjusted EPS of $4.20 to $4.24. Shareholders get mixed signals: the top line and GAAP profit improved, while adjusted profit slipped and the company bought back about $400 million of shares.
Net sales $3.6 billion, up 6% year over year; organic sales up 1%
Elevance Health reported first quarter 2026 operating revenue of $49.5 billion, up 1.5% from a year earlier, while GAAP diluted EPS fell to $8.00 from $9.61 after a $935 million accrual related to a CMS notice. Adjusted diluted EPS rose 5.1% to $12.58, and the company raised its full-year 2026 adjusted EPS guidance to at least $26.75, though GAAP diluted EPS guidance is at least $19.85 including the CMS estimate.
Operating revenue was $49.5 billion, up 1.5% from the prior year quarter, driven by higher premium yields and CarelonRx product revenue.
Diluted EPS was $8.00 versus $9.61 a year earlier; adjusted diluted EPS was $12.58 versus $11.97.
The $935 million accrual reflects the company's current best estimate of potential exposure tied to a CMS notice dated February 27, 2026.
Full-year 2026 adjusted diluted EPS guidance was raised to at least $26.75; the company returned $1.5 billion to shareholders in the quarter and declared a $1.72 per share dividend payable June 25, 2026.
Vertiv reported first-quarter 2026 net sales of $2.65 billion, up 30% from a year earlier, with operating profit of $440 million, up 51%, and net income of $390.1 million versus $164.5 million. The company raised its full-year 2026 guidance, now expecting net sales of $13.5 billion to $14.0 billion and adjusted diluted EPS of $6.30 to $6.40.
Net sales of $2.65 billion, up 30% from $2.04 billion in Q1 2025; organic sales growth of 22.6%
GAAP diluted EPS of $0.99 versus $0.42 a year earlier; adjusted diluted EPS of $1.17
Full-year 2026 guidance: net sales of $13.5 billion to $14.0 billion; adjusted diluted EPS of $6.30 to $6.40
Second-quarter 2026 guidance: net sales of $3.25 billion to $3.45 billion; adjusted diluted EPS of $1.37 to $1.43
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