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).
PG&E Corporation reported first quarter 2026 results on April 23, 2026. GAAP earnings were $0.39 per share, up from $0.28 a year earlier, and non-GAAP core earnings were $0.43 per share, up from $0.33, with income available for common shareholders of $858 million versus $607 million. The company reaffirmed its full-year 2026 non-GAAP core EPS guidance of $1.64 to $1.66 per share.
GAAP EPS of $0.39 vs. $0.28 in Q1 2025; income available for common shareholders of $858 million vs. $607 million
Non-GAAP core EPS of $0.43 vs. $0.33; non-GAAP core earnings of $982 million vs. $728 million
Full-year 2026 non-GAAP core EPS guidance reaffirmed at $1.64 to $1.66 per share
Non-core items totaled $100 million after tax ($0.04 per share) in Q1 2026, vs. $120 million ($0.05 per share) in Q1 2025
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
Helix Energy Solutions reported a first quarter 2026 net loss of $13.4 million, or $(0.09) per diluted share, compared with net income of $3.1 million, or $0.02 per share, a year earlier, while revenue rose to $287.9 million from $278.1 million. Adjusted EBITDA fell to $32.3 million from $52.0 million, though free cash flow was $59.0 million versus $12.0 million and cash reached $501.3 million, which the company said gives it room for opportunities.
Net loss of $13.4 million, or $(0.09) per diluted share, versus net income of $3.1 million, or $0.02, in Q1 2025
Revenue of $287.9 million, up from $278.1 million in Q1 2025 but down from $334.2 million in Q4 2025
Adjusted EBITDA of $32.3 million versus $52.0 million in Q1 2025; free cash flow of $59.0 million versus $12.0 million
Cash and cash equivalents of $501.3 million at March 31, 2026; the company said it expects momentum to build in the second half of 2026
Teledyne's stockholders approved an amended Restated Certificate of Incorporation that lets holders of at least 25% of the combined voting power call a special meeting, subject to bylaw procedures adopted by the Board on January 20, 2026. Stockholders also approved the Amended and Restated 2014 Incentive Award Plan, which adds 4,000,000 shares and extends the plan's term to 2036.
Special meeting right requires holders of at least 25% of combined voting power; requesting holders must hold shares in record name
Amended Plan adds 4,000,000 shares and extends the term to 2036; the Plan was approved by 37,981,611 for votes versus 2,633,622 against
Michelle A. Kumbier and Robert A. Malone were elected as Class III directors for terms expiring at the 2027 Annual Meeting
Deloitte & Touche LLP was ratified as independent auditor for 2026 by 42,556,251 for votes versus 839,169 against
On April 22, 2026, Coeur Mining completed its exchange offer for $385.8 million of the $400 million 6.875% Senior Notes due 2032 issued by New Gold Inc., issuing $385,774,000 of its own 6.875% Senior Notes due 2032 in return. Coeur said it received no cash proceeds from the new notes, and it paid about $771,600 in cash consideration, fees and expenses, so the exchange swaps existing debt for new debt rather than adding borrowed cash.
Accepted $385.8 million of Existing Notes, about 96.45% of the outstanding $400 million, with settlement on April 22, 2026.
Issued $385,774,000 of new 6.875% Senior Notes due 2032, plus about $771,600 in cash ($770,600 consideration and $1,000 for fractional notes).
New notes are unsecured senior obligations, interest is paid April 1 and October 1, and they are redeemable before April 1, 2028 with a make-whole premium.
Indenture dated April 22, 2026, names The Bank of New York Mellon as trustee and includes a 101% change-of-control repurchase right.
Packaging Corporation of America reported first quarter 2026 net income of $170.9 million, or $1.91 per diluted share, down from $203.8 million, or $2.26, a year earlier, on net sales of $2.4 billion versus $2.1 billion. Excluding special items, diluted EPS rose to $2.40 from $2.31 and beat the company's $2.20 first quarter guidance, and the company expects second quarter 2026 EPS of $2.33 excluding special items.
Reported diluted EPS was $1.91 versus $2.26 a year earlier, with special items of $0.49 per share, mainly a $53.3 million charge tied to the Wallula, Washington containerboard mill restructuring.
Excluding special items, diluted EPS was $2.40 versus $2.31, which was $0.20 above first quarter guidance of $2.20.
Net sales rose to $2.37 billion from $2.14 billion, and total corrugated products shipments per day rose 21.8% including the acquired Greif business.
For the second quarter of 2026, the company expects EPS of $2.33 excluding special items, with further restructuring and integration costs expected.
Liberty Energy reported first quarter 2026 revenue of $1.0 billion, up 4% from a year earlier, and net income of $23 million, or $0.14 per diluted share, compared with $0.12 a year earlier. Adjusted EBITDA fell 25% to $126 million, and the company expects sequential revenue growth and improved profitability in the second quarter. For shareholders, the picture is mixed: revenue and GAAP earnings rose, while the Adjusted EBITDA measure declined, and GAAP profit was helped by a $17 million gain on investments.
Revenue of $1.0 billion for Q1 2026, up 4% from $977 million in Q1 2025 and down 2% from $1.0 billion in Q4 2025
Net income of $23 million ($0.14 per diluted share) vs. $20 million ($0.12) in Q1 2025; includes $17.3 million gain on investments, net
Adjusted EBITDA of $126 million, down 25% from $168 million in Q1 2025 and down 20% from $158 million in Q4 2025
Management expects sequential revenue growth and improved profitability in Q2 2026; cash on hand was $699 million at March 31, 2026
Patterson-UTI reported first-quarter 2026 revenue of $1.1 billion and a net loss attributable to common stockholders of $25 million, compared with net income of $1 million in the first quarter of 2025 and revenue of $1.28 billion. The company guided to second-quarter adjusted gross profit of about $130 million for Drilling Services and about $105 million for Completion Services, and declared a $0.10 quarterly dividend.
Q1 2026 revenue of $1.1 billion, versus $1.28 billion in Q1 2025 and $1.15 billion in Q4 2025
Net loss attributable to common stockholders of $25 million ($0.06 per diluted share), versus net income of $1 million in Q1 2025
Adjusted EBITDA of $205 million, versus $251 million in Q1 2025
Q2 2026 guidance: Drilling Services adjusted gross profit about $130 million; Completion Services about $105 million; quarterly dividend of $0.10 per share payable June 15, 2026
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.
NewMarket reported first quarter 2026 results showing lower net income, earnings per share and net sales than a year earlier. Petroleum additives shipments fell 7%, and specialty materials operating profit dropped to $12.4 million from $23.2 million. The company repurchased $125.6 million of stock and declared $3.00 per share in dividends, up from $2.75 a year earlier.
Net income was $118.1 million, or $12.62 per share, versus $125.9 million, or $13.26 per share, in Q1 2025.
Net sales were $669.7 million, compared with $700.9 million a year earlier.
Petroleum additives operating profit was $135.0 million, down from $142.1 million, on a 7% decline in shipments.
Stock repurchases totaled $125.6 million in the quarter, and cash dividends declared rose to $3.00 per share from $2.75.
Charles Schwab filed paperwork for a new Series L preferred stock offering, with a Delaware certificate of designations effective April 22, 2026. Under the underwriting agreement dated April 20, 2026, the company agreed to sell 1,500,000 depositary shares, each representing a 1/100th interest in a share of Series L preferred stock. The filing does not state the offering proceeds, and the preferred terms limit common stock dividends and buybacks if preferred dividends are not paid.
Underwriting agreement dated April 20, 2026 covers 1,500,000 depositary shares, each a 1/100th interest in a Series L preferred share
Series L is a 6.100% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, with the certificate of designations effective April 22, 2026
Dividends on common and other junior or parity stock are restricted if Series L dividends are not declared and paid or set aside for the prior period
Deposit agreement with Equiniti Trust Company, LLC, as depositary, is dated April 22, 2026
Banner Corporation reported first-quarter 2026 net income of $54.7 million, or $1.60 per diluted share, up from $1.49 in the prior quarter and $1.30 a year earlier. Revenue rose 6% year over year to $169.3 million, and the board raised the quarterly cash dividend 4% to $0.52 per share, payable May 15, 2026. Net interest income slipped from the prior quarter to $150.2 million, although net interest margin widened to 4.11%.
Net income $54.7 million, or $1.60 per diluted share, versus $51.2 million, or $1.49, in the fourth quarter of 2025 and $45.1 million, or $1.30, in Q1 2025
Revenue $169.3 million, up 6% from $160.2 million a year earlier; net interest income $150.2 million, down from $152.4 million in the prior quarter
Quarterly dividend raised 4% to $0.52 per share, payable May 15, 2026, to holders of record on May 5, 2026
Oceaneering reported first quarter 2026 results with revenue up 3% to $692 million, but net income fell 28% to $36.1 million and adjusted EBITDA fell 13% to $83.7 million. The company kept its full-year 2026 EBITDA guidance of $390 million to $440 million, but now expects IMDS operating income to rise by less than it previously anticipated, and free cash flow was negative $76.5 million for the quarter.
Revenue was $692 million, up 3% from the first quarter of 2025; operating income was $57.8 million, down 21%.
Net income was $36.1 million, down 28%; diluted earnings per share were $0.36, compared with $0.49 a year earlier.
Full-year 2026 consolidated EBITDA guidance of $390 million to $440 million was maintained; second quarter EBITDA is expected to be $100 million to $110 million.
ADTech operating income fell 24% to $8.1 million after an accrual tied to the resolution of a contract dispute.
First Industrial reported first-quarter 2026 revenue of $194.8 million, up from $177.1 million, and diluted EPS of $1.08, up from $0.36, helped by a $109.0 million gain on sale of real estate. Diluted FFO per share was $0.68, flat year over year, and $0.72 excluding $5.6 million of advisory costs tied to a contested proxy campaign. Shareholders also received a 12.4% dividend increase to $0.50 per share, though occupancy was lower than a year earlier.
Revenue rose to $194.8 million from $177.1 million; diluted EPS was $1.08 versus $0.36, driven by a $109.0 million gain on sale of real estate compared with $6.8 million a year earlier.
Diluted FFO was $0.68 per share/unit, flat with a year earlier; $0.72 excluding $5.6 million of proxy campaign advisory costs.
Cash same store NOI grew 8.7%, while in-service occupancy was 94.3% at March 31, 2026, down from 95.3% a year earlier.
Quarterly dividend raised to $0.50 per share from $0.445, a 12.4% increase, and a new share repurchase program of up to $250 million was established.
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.
Fulton Financial reported first-quarter 2026 net income available to common shareholders of $92.2 million, or $0.51 per diluted share, down $4.2 million from the fourth quarter of 2025. Operating earnings were $0.55 per diluted share, unchanged from the prior quarter, as non-interest expense fell $12.7 million. The Blue Foundry Bancorp acquisition closed April 1, 2026, and the company repurchased $24.5 million of its stock during the quarter.
GAAP net income available to common shareholders was $92.2 million, or $0.51 per diluted share, versus $0.53 in Q4 2025
Operating net income was $99.7 million, or $0.55 per diluted share, flat with Q4 2025
Net interest income fell $4.0 million to $262.0 million; non-interest expense fell $12.7 million to $200.3 million
Provision for credit losses was $14.4 million, up from $2.9 million in Q4 2025; the company repurchased 1,212,650 shares for $24.5 million
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.
Casella Waste Systems and its subsidiaries entered a Master Lease with Huntington National Bank on April 20, 2026, for leasing or financing motor vehicles and other equipment, plus an Interim Agreement for progress-payment financing capped at $20.0 million. The board approved total lease schedules of up to $250.0 million outstanding across this and the company's existing Banc of America lease, which the filing says matches permitted debt, finance lease and lien baskets under its credit agreement. The filing gives no financial results, so the deal's effect on earnings is not stated.
Master Lease with Huntington National Bank signed April 20, 2026; the bank has no committed funding amount under it
Interim Agreement No. 1 allows up to $20.0 million in outstanding progress-payment financing at one-month term SOFR plus 0.11448%
Board approved up to $250.0 million outstanding in lease schedules, including those under the July 20, 2020 Banc of America lease agreement
Obligations are guaranteed by each co-lessee and secured by a security interest in leased equipment
Eagle Bancorp reported unaudited first-quarter 2026 net income of $14.7 million, or $0.48 per share, compared with a net loss of $2.4 million, or $(0.08) per share, in the fourth quarter of 2025. Net interest income fell to $63.7 million from $68.3 million, while lower noninterest expense, which excluded a prior-quarter $10 million legal provision, drove the profit improvement. The company also declared a $0.01 per share cash dividend.
Net income was $14.7 million ($0.48 per share) for Q1 2026, versus a net loss of $2.4 million ($(0.08) per share) in Q4 2025.
Net interest income was $63.7 million, down from $68.3 million; noninterest expense was $48.7 million, down from $69.8 million.
Nonperforming assets rose to $130.8 million at March 31, 2026, from $109.0 million at December 31, 2025.
Cash dividend of $0.01 per share is payable May 15, 2026, to shareholders of record on May 4, 2026.
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
Supernus Pharmaceuticals announced it will report first quarter 2026 financial and business results after the market closes on Tuesday, May 5, 2026, with a conference call at 4:30 p.m. ET that day. The filing is a scheduling notice only and contains no financial results, so it gives shareholders no new information on performance.
First quarter 2026 results will be released after market close on Tuesday, May 5, 2026.
Conference call and webcast are scheduled for May 5, 2026 at 4:30 p.m. ET, hosted by CEO Jack Khattar and CFO Tim Dec.
The press release was dated April 22, 2026 and furnished as Exhibit 99.1; no financial figures are included.
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
Hexcel reported first quarter 2026 net sales of $501.5 million, up 9.9% from $456.5 million a year earlier, and GAAP diluted EPS of $0.49 versus $0.35. The company reaffirmed its full-year 2026 guidance, including adjusted diluted EPS of $2.10 to $2.30, while noting restructuring costs tied to the planned shutdown of its Leicester, UK industrial manufacturing operation.
Net sales were $501.5 million, up 9.9%; Commercial Aerospace sales rose 18.8% to $332.7 million, while Defense, Space & Other fell 4.3% to $168.8 million.
GAAP diluted EPS was $0.49 versus $0.35; adjusted diluted EPS was $0.59 versus $0.37.
2026 guidance unchanged: sales of $2.0 billion to $2.1 billion, adjusted diluted EPS of $2.10 to $2.30, and free cash flow above $195 million.
Free cash flow was negative $6.2 million versus negative $54.6 million a year earlier; the $750 million revolving credit facility was refinanced with a 2031 maturity.
On April 17, 2026, MasterBrand's board approved expanding its size from eight to eleven directors and appointed Andrew Cogan, Philip Fracassa and Daniel Hendrix, effective at the merger's Effective Time under the August 5, 2025 merger agreement with American Woodmark. The merger has not closed; the companies are still working with the U.S. Federal Trade Commission on regulatory clearance and expect the deal to close in the second quarter of 2026.
Board size rises from eight to eleven directors, effective at the merger's Effective Time.
Andrew Cogan (Class III), Philip Fracassa (Class I) and Daniel Hendrix (Class II) were appointed, and the merger agreement provides for three directors designated by American Woodmark.
Fracassa, as a Class I director, is expected to stand for election at the 2026 annual meeting if the appointments occur before it.
The merger remains subject to FTC clearance and other closing conditions, with a closing expected in the second quarter of 2026.
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
Okta said Chief Legal Officer and Corporate Secretary Larissa Schwartz intends to leave her role effective July 31, 2026. She will then serve as a senior advisor through January 31, 2027, under a transition and separation agreement dated April 21, 2026.
Departure from Chief Legal Officer and Corporate Secretary role effective July 31, 2026
Senior advisor role after that date, paid $21,483 per month, through January 31, 2027
Lump-sum severance equal to nine months of base salary, subject to a release of claims
Full agreement to be filed as an exhibit to the 10-Q for the quarter ending April 30, 2026
Stewart Information Services reported first quarter 2026 total revenues of $781.3 million, up from $612.0 million a year earlier, and net income attributable to Stewart of $17.0 million, or $0.55 per diluted share, compared with $3.1 million, or $0.11, in the first quarter of 2025. Adjusted net income, a non-GAAP measure, was $24.1 million, or $0.78 per diluted share, versus $7.0 million, or $0.25, a year earlier, so both reported and adjusted profit rose for shareholders.
Total revenues $781.3 million vs. $612.0 million in Q1 2025 (adjusted: $778.4 million vs. $608.9 million)
Net income attributable to Stewart $17.0 million ($0.55 per diluted share) vs. $3.1 million ($0.11)
Adjusted net income $24.1 million ($0.78 per diluted share) vs. $7.0 million ($0.25)
Conference call scheduled for 8:30 a.m. Eastern Time on April 23, 2026
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.
Reliance reported first-quarter 2026 net sales of $4.0 billion, up 15.1% year over year, and diluted EPS of $5.10, up from $3.74 a year earlier. Non-GAAP diluted EPS of $5.16 was above management's $4.50 to $4.70 guidance, and the company guided second-quarter non-GAAP EPS to $5.15 to $5.35.
Diluted EPS $5.10 versus $3.74 in Q1 2025; non-GAAP diluted EPS $5.16, up 37% year over year
Net sales $4.0 billion, up 15.1% year over year; tons sold 1,672.7 thousand, up 2.7% year over year
Q2 2026 non-GAAP EPS guidance of $5.15 to $5.35, including about $0.15 to $0.20 from the DHS border wall contract
Repurchased $234.2 million of common stock in the quarter; quarterly dividend of $1.25 per share payable June 5, 2026
Southwest reported first-quarter 2026 operating revenues of $7.2 billion, up 12.8% year-over-year, and net income of $227 million, or $0.45 per diluted share, compared with a net loss of $149 million a year earlier. The company guided second-quarter adjusted EPS to $0.35 to $0.65 but did not update its full-year adjusted EPS guidance of $4.00, citing macroeconomic uncertainty and higher fuel expense.
Operating revenues of $7.2 billion, up 12.8% year-over-year; operating margin of 4.6% versus a loss-based margin of (3.5)% a year earlier
Second-quarter 2026 adjusted EPS guidance of $0.35 to $0.65, based on fuel cost of $4.10 to $4.15 per gallon; full-year $4.00 adjusted EPS guidance not updated
First-quarter fuel cost of $2.73 per gallon, above prior guidance of about $2.40, increasing fuel expense by $164 million
Generated $1.4 billion in operating cash flow and repurchased $1.25 billion in shares during the quarter
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
Selective Insurance Group reported first-quarter 2026 GAAP net income of $1.58 per diluted share, down from $1.76 a year earlier, with a combined ratio of 98.3% against 96.1%. Total revenues rose 6% to $1,358.9 million, but net premiums written fell 1%, and the company attributed the higher combined ratio mainly to catastrophe losses, which affect shareholder earnings.
GAAP net income available to common stockholders was $95.4 million, down 11% from $107.6 million; non-GAAP operating income per diluted share was $1.69 versus $1.76.
Net premiums written decreased 1% to $1,225.5 million, and the average renewal pure price increase was 7.2%, down from 10.3 points a year earlier.
Net catastrophe losses added 6.2 points to the combined ratio; after-tax net investment income rose 18% to $113 million.
The company repurchased $30 million of common stock and reiterated 2026 expectations, including a GAAP combined ratio of 96.5% to 97.5%.
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
Raymond James reported record quarterly net revenues of $3.86 billion and net income available to common shareholders of $542 million, or $2.72 per diluted share, for the quarter ended March 31, 2026. Both figures rose from the year-earlier quarter, though net income fell 4% from the preceding quarter due to a higher effective tax rate.
Net income available to common shareholders was $542 million, or $2.72 per diluted share, up from $2.36 a year earlier.
Adjusted diluted EPS was $2.83, excluding $22 million of acquisition-related expenses, net of tax.
The company repurchased $400 million of common stock at an average price of $155 per share and had $1.5 billion remaining under its buyback authorization as of March 31, 2026.
Domestic Private Client Group net new assets were $23.0 billion for the quarter, and client assets under administration reached $1.76 trillion.
Crown Castle reported first-quarter 2026 results, with net income of $151 million compared with a loss of $464 million a year earlier, mainly because the loss tied to the planned Fiber Business sale was smaller. Site rental revenues, Adjusted EBITDA and AFFO all declined, and the company kept its full-year 2026 outlook unchanged.
Net income was $151 million, or $0.34 per diluted share, versus a loss of $464 million, or $1.07 per share, in Q1 2025.
Site rental revenues were $961 million, down 5% from $1,011 million; Adjusted EBITDA was $675 million, down 7%.
AFFO was $446 million, or $1.02 per share, down 7% from $479 million, or $1.10 per share.
Full-year 2026 outlook was maintained, including AFFO of $1,895 million to $1,945 million; the Fiber Business sale to EQT and Zayo for $8.5 billion is expected to close in the first half of 2026.
Medpace reported first quarter 2026 revenue of $706.6 million, up 26.5% from a year earlier, and GAAP diluted earnings of $4.28 per share, up from $3.67. Net income margin fell to 17.5% from 20.5%, and the company set full-year 2026 revenue guidance of $2.755 billion to $2.855 billion. President Jesse Geiger also notified the company he will retire effective May 31, 2026, and CEO August Troendle will assume the president role until a successor is appointed.
Q1 2026 revenue $706.6 million, up 26.5% from $558.6 million; GAAP net income $123.9 million, or $4.28 per diluted share, versus $114.6 million, or $3.67, a year earlier
Q1 2026 EBITDA $149.4 million, up 25.9%; net income margin 17.5% versus 20.5% in Q1 2025
2026 guidance: revenue $2.755 billion to $2.855 billion; GAAP diluted EPS $16.68 to $17.50
Jesse Geiger to retire as President effective May 31, 2026; not due to any disagreement with the company
First American Financial reported first-quarter 2026 results, with diluted earnings per share of $1.21 versus 71 cents a year earlier and total revenue of $1.8 billion, up 16 percent. Adjusted EPS was $1.33 versus 84 cents, and the company did not change its guidance in this filing.
Net income of $125.1 million, or $1.21 per diluted share, versus $74.2 million, or 71 cents, in Q1 2025
Total revenue of $1.8 billion, up 16 percent; commercial revenues of $271 million, up 48 percent
Title Insurance and Services adjusted pretax margin of 10.4 percent versus 7.9 percent a year earlier
Repurchased 556,336 shares for $33 million in the quarter; quarterly cash dividend declared at 55 cents per share
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.
Banc of California reported first-quarter 2026 net earnings available to common stockholders of $62.0 million, or $0.39 per diluted share, compared with $0.26 a year earlier and $0.42 in the fourth quarter of 2025. Total revenue was $286.9 million, up 8% year over year but down from $292.9 million in the prior quarter, and delinquent loans rose to $345.1 million from $201.0 million at December 31, 2025.
Diluted EPS of $0.39 vs. $0.26 in Q1 2025 and $0.42 in Q4 2025
Total revenue of $286.9 million, up 8% year over year; net interest margin of 3.24%
Total delinquent loans and leases of $345.1 million at March 31, 2026, vs. $201.0 million at December 31, 2025
Repurchased $31.9 million of common stock; plans to redeem $385 million of subordinated debt
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.
Tesla reported first-quarter 2026 results on April 22, 2026, in a First Quarter 2026 Update furnished as Exhibit 99.1. Total revenues rose 16% year over year to $22.4 billion, GAAP operating income rose 136% to $941 million, and GAAP diluted EPS was $0.13, up 8%. Compared with the fourth quarter of 2025, revenue and GAAP net income were lower, and the update gives no numeric guidance.
Total revenues of $22.4 billion, up 16% year over year, and $24.9 billion in Q4 2025
GAAP net income attributable to common stockholders of $477 million, up 17% year over year, versus $840 million in Q4 2025
GAAP diluted EPS of $0.13, up 8%; non-GAAP diluted EPS of $0.41, up 52%
Free cash flow of $1.4 billion, up 117% year over year; operating cash flow of $3.9 billion
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.
UFP Industries' board appointed Patrick Benton, currently president of UFP Construction, as executive vice president of operation integration, effective July 1, 2026. Mike Ellerbrook, currently executive vice president of UFP Site Built, will become president of UFP Construction on the same date. The company says the new role is meant to help integrate acquired businesses as it becomes more active in acquisitions.
Patrick Benton appointed executive vice president of operation integration, effective July 1, 2026
Mike Ellerbrook appointed president of UFP Construction, LLC, effective July 1, 2026
Benton joined UFP Industries in 1993 and has been president of UFP Construction since 2019 (press release)
Ellerbrook has been executive vice president of UFP Site Built since 2020 (press release)
IBM reported first-quarter 2026 results on April 22, 2026. Revenue rose 9 percent to $15.9 billion, and GAAP diluted earnings per share from continuing operations were $1.28, up from $1.12 a year earlier. The company reiterated its full-year 2026 outlook for more than 5 percent constant currency revenue growth and about $1 billion of year-over-year free cash flow growth, and its board raised the quarterly dividend to $1.69 per share.
Revenue of $15.9 billion, up 9 percent (6 percent at constant currency); Software up 11 percent, Infrastructure up 15 percent, Consulting up 4 percent
GAAP diluted EPS from continuing operations of $1.28 versus $1.12; operating (non-GAAP) diluted EPS of $1.91 versus $1.60
Free cash flow of $2.2 billion year to date; full-year 2026 free cash flow expected to rise about $1 billion
Quarterly dividend increased to $1.69 per share, payable June 10, 2026 to holders of record as of May 8, 2026
RLI Corp. reported first quarter 2026 net earnings of $54.9 million ($0.60 per diluted share), down from $63.2 million ($0.68) a year earlier, and operating earnings of $76.8 million ($0.83 per share), down from $82.5 million ($0.89). Consolidated revenue rose 4.0%, but underwriting income fell to $57.8 million on an 86.0 combined ratio from $70.5 million on an 82.3 ratio.
Net earnings $54.9 million ($0.60 per share) vs. $63.2 million ($0.68) in Q1 2025, down 13.2%
Operating earnings $76.8 million ($0.83 per share) vs. $82.5 million ($0.89) in Q1 2025
Underwriting income $57.8 million on an 86.0 combined ratio vs. $70.5 million on an 82.3 ratio
Net investment income rose 15% to $42.3 million; gross premiums written rose 3%
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