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).
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
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
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.
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.
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
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.
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
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%.
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
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.
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.
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%
AZZ reported fourth-quarter and fiscal 2026 results for the year ended February 28, 2026, in a press release furnished as Exhibit 99.1. Full-year sales rose 4.6% to $1.65 billion and GAAP net income rose 146.3% to $317.3 million, which the company said was meaningfully affected by equity in earnings from the AVAIL joint venture divestitures, while fourth-quarter GAAP net income fell 21.2% despite 9.4% sales growth. The company reiterated its fiscal 2027 guidance, which sets the baseline for shareholder expectations.
Fiscal 2026 sales were $1.65 billion, up 4.6%; GAAP net income was $317.3 million, up 146.3%, and GAAP diluted EPS was $10.50.
Fourth-quarter sales were $385.1 million, up 9.4%; net income was $15.9 million, down 21.2%; GAAP diluted EPS was $0.53, while adjusted diluted EPS was $1.34, up 36.7%.
Fiscal 2027 guidance was reiterated: sales of $1.725 to $1.775 billion and adjusted diluted EPS of $6.50 to $7.00.
Net leverage was 1.4x, down from 2.5x, after debt reduction of $385.3 million; a conference call is set for April 23, 2026, at 11:00 A.M. ET.
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.
Cathay General Bancorp reported first-quarter 2026 net income of $86.9 million, or $1.29 per diluted share, down from $90.5 million, or $1.33, in the fourth quarter of 2025 but up from $69.5 million, or $0.98, a year earlier. Net interest margin rose to 3.43%, while a $15.7 million impairment loss on securities cut non-interest income and loan growth was minimal, which the CEO said fell short of company expectations.
Net income $86.9 million, or $1.29 per diluted share, versus $90.5 million, or $1.33, in Q4 2025 and $69.5 million, or $0.98, in Q1 2025
Net interest margin rose to 3.43% from 3.36% in Q4 2025; non-interest income fell 25.5% to $20.7 million due to a $15.7 million impairment loss
Gross loans grew 0.14% to $20.17 billion; total deposits fell $218.5 million to $20.68 billion
Completed the $150.0 million buyback announced in June 2025; an additional $150.0 million program awaits regulatory approval
Pathward Financial reported fiscal second-quarter 2026 results for the three months ended March 31, 2026. Net income was $72.9 million, or $3.35 per share, compared with $75.0 million, or $3.14 per share, a year earlier. Noninterest income rose 9%, while net interest income fell 8% and the provision for credit losses increased, so shareholders get a mixed picture of lower net income alongside higher per-share earnings.
Net income of $72.9 million, or $3.35 per share, for the three months ended March 31, 2026, versus $75.0 million, or $3.14 per share, a year earlier
Noninterest income rose 9% to $151.2 million, while net interest income fell 8% to $125.1 million
Provision for credit losses was $45.6 million versus $35.3 million a year earlier; nonperforming assets were $119.8 million, or 1.68% of total assets, versus $41.6 million a year earlier
Repurchased 855,201 shares at an average price of $84.15; 3,430,811 shares remained available under the current program as of March 31, 2026
Equity LifeStyle Properties reported first-quarter 2026 results on April 21, 2026. Normalized FFO per share rose 0.3% to $0.84, while net income per share fell 2.6% to $0.56, and the company trimmed its full-year 2026 Core RV and marina revenue growth outlook because of a delay in marina slip restoration.
Normalized FFO per share was $0.84 versus $0.83 a year earlier; net income per share was $0.56 versus $0.57.
Total revenues were $397.6 million versus $387.3 million in the first quarter of 2025.
Full-year 2026 Core RV and marina base rental income growth guidance midpoint was cut to 2.4% from 2.9%, attributed to a delay in slip restoration.
Second quarter 2026 Normalized FFO per share guidance is $0.69 to $0.75; full-year 2026 Normalized FFO per share guidance is $3.12 to $3.22.
BullFrog AI said Nasdaq notified it on April 21, 2026 that it had regained compliance with the $2.5 million minimum stockholders' equity requirement, after sales under its existing at-the-market and equity-line-of-credit facilities. The company will be under a mandatory one-year panel monitor starting April 21, 2026, and if Nasdaq finds it out of compliance during that period, it will not get additional time to regain compliance. The result keeps the Nasdaq listing in place for now, but the monitor and the equity sales used to meet the requirement are relevant to shareholders.
Nasdaq letter dated April 21, 2026 confirmed regained compliance with Listing Rule 5550(b)(1), which requires stockholders' equity of at least $2.5 million
Compliance was achieved through sales under the company's existing at-the-market sales facility and equity-line-of-credit facility
Mandatory panel monitor runs for one year from April 21, 2026; a new finding of non-compliance in that period gets no extra time to cure
CEO Vin Singh said the financing structures were minimally dilutive and extended the cash runway by over a year, into late 2027
AMERISAFE reported first-quarter 2026 results on April 22, 2026. Net premiums earned rose 9.0% to $75.1 million, but net income fell 9.0% to $8.1 million and diluted earnings per share dropped to $0.43 from $0.47. Underwriting profit fell 31.5%, and the net combined ratio rose to 93.2% from 89.1%, which lowers the profit available to shareholders.
Net premiums earned rose 9.0% to $75.1 million; gross premiums written rose 5.6% to $88.5 million.
Net income was $8.1 million versus $8.9 million; diluted EPS was $0.43 versus $0.47, and operating EPS was $0.50 versus $0.60.
Net combined ratio was 93.2% versus 89.1%; underwriting profit fell 31.5% to $5.1 million.
The Board declared a quarterly cash dividend of $0.41 per share on April 21, 2026, payable June 19, 2026.
Philip Morris International reported first-quarter 2026 net revenues up 9.1% to $10.1 billion, with adjusted diluted EPS up 16.0% to $1.96. Reported diluted EPS fell 9.3% to $1.56, mainly due to a non-cash fair value adjustment on its minority shareholding in India. The company also updated its 2026 full-year adjusted diluted EPS forecast for currency only, to $8.36 to $8.51.
Net revenues rose 9.1% (2.7% organically) to $10.1 billion; reported diluted EPS fell 9.3% to $1.56 due to a $0.22 per share fair value adjustment on equity security investments.
Adjusted diluted EPS rose 16.0% to $1.96, or 5.3% to $1.78 excluding currency.
U.S. segment net revenues fell 30.8% as reported (31.6% organically), with total smoke-free shipment volumes down 21.2%.
2026 forecast: adjusted diluted EPS of $8.36 to $8.51 and reported diluted EPS of $7.56 to $7.71; no share repurchases are planned.
BankUnited, Inc. reported first-quarter 2026 net income of $61.9 million, or $0.83 per diluted share, up from $58.5 million and $0.78 a year earlier but down from $69.3 million and $0.90 in the prior quarter. The company attributed the quarter-over-quarter decline to typical first-quarter seasonality and said credit quality improved, while its board raised the quarterly dividend to $0.33 per share from $0.31.
Net income $61.9 million and diluted EPS $0.83, versus $69.3 million and $0.90 in Q4 2025 and $58.5 million and $0.78 in Q1 2025.
Net interest margin 2.99%, up 18 basis points from Q1 2025 but down 7 basis points from Q4 2025.
Criticized and classified loans fell $146 million, or 12%, from the prior quarter; provision for credit losses was $24.6 million.
Board raised the common stock dividend to $0.33 per share from $0.31; the company repurchased about 1.3 million shares for $60.0 million in Q1.
AT&T reported first-quarter 2026 revenue of $31.5 billion, up 2.9% from a year earlier, and adjusted EPS of $0.57 versus $0.51. GAAP diluted EPS from continuing operations fell to $0.54 from $0.61, and free cash flow dropped to $2.5 billion from $3.1 billion as capital investment rose. The company reaffirmed its 2026 outlook, including adjusted EPS of $2.25 to $2.35 and about $8 billion in planned share repurchases.
Revenue $31.5 billion, up 2.9%; operating income $6.7 billion versus $5.8 billion a year earlier
Diluted EPS from continuing operations $0.54 versus $0.61; adjusted EPS $0.57 versus $0.51
Free cash flow $2.5 billion versus $3.1 billion; capital investment $5.1 billion versus $4.5 billion
2026 guidance maintained: adjusted EPS $2.25 to $2.35 and share repurchases of approximately $8 billion
AT&T reported first-quarter 2026 income from continuing operations of $4.2 billion, or $0.54 per diluted share, down from $4.7 billion, or $0.61 per share, a year earlier. Operating revenues rose 2.9% to $31.5 billion, and operating income rose to $6.7 billion from $5.8 billion, but the company cited higher amortization, benefit-related, transaction and legal items, and lower equity income, which lowered per-share results.
Operating revenues were $31.5 billion, up 2.9% from the first quarter of 2025, led by Advanced Connectivity wireless and fiber revenue.
Diluted EPS from continuing operations was $0.54, compared with $0.61 a year earlier; first-quarter 2026 included $256 million in pre-tax significant items, or $(0.03) per share.
Cash from operating activities from continuing operations was $7.6 billion, down $1.5 billion from 2025.
AT&T repurchased $2.3 billion of common stock in the quarter and had $13.5 billion remaining under authorization at March 31, 2026.
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.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.