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).
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
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
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.
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.
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
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.
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
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
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
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.
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
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.
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
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
Lam Research reported revenue of $5.84 billion and U.S. GAAP diluted EPS of $1.45 for the quarter ended March 29, 2026, both up from the prior quarter. The company guided to June quarter revenue of $6.60 billion, plus or minus $400 million, and diluted EPS of $1.65, plus or minus $0.15.
Revenue was $5.84 billion, up from $5.34 billion in the December 2025 quarter and $4.72 billion a year earlier.
U.S. GAAP net income was $1,825 million, or $1.45 per diluted share, versus $1.26 in the December 2025 quarter; non-GAAP diluted EPS was $1.47.
For the quarter ending June 28, 2026, guidance is revenue of $6.60 billion (plus or minus $400 million) and diluted EPS of $1.65 (plus or minus $0.15).
Cash, cash equivalents and restricted cash fell to $4.77 billion from $6.20 billion, mainly due to capital return activities, debt principal payments and capital expenditures.
Churchill Downs reported first quarter 2026 results for the three months ended March 31, 2026. Net revenue rose to a record $663 million, up $20 million or 3%, and net income attributable to the company rose $6 million or 8% to $83 million, which lifts diluted EPS to $1.16 from $1.02. Shareholders get a higher profit on higher sales, though interest expense and a rise in income tax provision were also reported in the period.
Net revenue of $663 million, up $20 million or 3% from $643 million in the prior year quarter
Net income attributable to the company of $83 million, up 8%; diluted EPS of $1.16 versus $1.02
Adjusted EBITDA of $257 million, up $12 million or 5%; net bank leverage of 3.8x at quarter end
Company returned $31 million to shareholders through dividends in the quarter; conference call scheduled for April 23, 2026 at 9 a.m. ET
Las Vegas Sands reported first quarter 2026 results, with net revenue of $3.59 billion, up from $2.86 billion a year earlier, and diluted earnings per share of $0.85, up from $0.49. The company also repurchased $740 million of its common stock during the quarter, which shareholders should weigh alongside its $15.57 billion of total debt outstanding as of March 31, 2026.
Net revenue was $3.59 billion vs. $2.86 billion in Q1 2025; net income was $641 million vs. $408 million.
Diluted EPS was $0.85 vs. $0.49; adjusted EPS, a non-GAAP measure, was $0.91 vs. $0.59.
Consolidated adjusted property EBITDA was $1.42 billion vs. $1.14 billion.
The company repurchased $740 million of common stock and had $817 million remaining under its authorization as of March 31, 2026; total debt was $15.57 billion.
Rollins reported unaudited first-quarter 2026 results, with revenue up 10.2% to $906 million and net income up 2.5% to $108 million. GAAP EPS was flat at $0.22, while adjusted EPS rose 9.1% to $0.24, but operating margin fell 120 basis points to 16.1% and operating cash flow dropped 19.4% to $118 million.
Revenue was $906 million, up 10.2%; organic revenue rose 6.6% to $877 million.
Net income was $108 million, up 2.5%; GAAP EPS was $0.22, unchanged from a year earlier.
Operating margin fell to 16.1% from 17.3%, and free cash flow fell 20.6% to $111 million.
Management said March revenue grew about 12% in total and over 8% organically.
First Bancorp (FBNC) reported first quarter 2026 net income of $46.7 million, or $1.13 diluted earnings per share, up from $15.7 million or $0.38 in the fourth quarter of 2025 and $36.4 million or $0.88 a year earlier. Net interest income rose 15.4% from the first quarter of 2025 and net interest margin expanded to 3.67%, while the earlier quarter was reduced by a $43.7 million securities loss.
Net income of $46.7 million, or $1.13 diluted EPS, for the quarter ended March 31, 2026, versus $0.38 in the linked quarter and $0.88 in the year-earlier quarter.
Net interest income of $107.1 million, up 0.9% from the linked quarter and 15.4% from the first quarter of 2025.
Net interest margin was 3.67%, up from 3.58% in the linked quarter and 3.25% a year earlier; noninterest expenses were $60.2 million.
Nonperforming assets were $41.8 million, or 0.32% of total assets, at March 31, 2026, compared with 0.30% at December 31, 2025.
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%
Texas Instruments reported first-quarter 2026 revenue of $4.83 billion, up 19% from a year earlier, with net income of $1.55 billion and earnings per share of $1.68, up from $1.28. The company also guided second-quarter revenue to $5.00 billion to $5.40 billion and earnings per share to $1.77 to $2.05, and reported $6.0 billion returned to shareholders over the trailing 12 months.
Q1 2026 revenue of $4.83 billion vs. $4.07 billion in Q1 2025; net income of $1.55 billion vs. $1.18 billion; diluted EPS of $1.68 vs. $1.28.
EPS included a 5-cent benefit that was not in the company's original guidance.
Q2 2026 outlook: revenue of $5.00 billion to $5.40 billion and EPS of $1.77 to $2.05.
Trailing 12-month free cash flow of $4.4 billion; total cash returned of $6.0 billion, including $5.05 billion in dividends and $982 million in stock repurchases.
SEI Investments reported first-quarter 2026 results with revenue of $622.2 million, up 13% from a year earlier, and diluted earnings per share of $1.40, up 20% from $1.17. Operating margin widened to 30% from 28%, and the company repurchased 2.6 million shares for $208.3 million during the quarter.
Revenue $622.2 million vs. $551.3 million in Q1 2025, up 13%
Diluted EPS $1.40 vs. $1.17; adjusted diluted EPS $1.44 vs. $1.19 (non-GAAP)
Net sales events totaled $67.2 million, a record level per the company, with $57.1 million recurring
Share repurchases of 2.6 million shares for $208.3 million at an average price of $81.55
CSX reported first quarter 2026 net earnings of $807 million, or $0.43 per diluted share, up from $646 million, or $0.34 per share, a year earlier. Revenue rose 2% to $3.48 billion on higher merchandise pricing, intermodal volume and domestic coal revenue, partly offset by lower export coal revenue. The filing shows earnings and revenue both improved for shareholders, and the company did not provide new guidance in this release.
Operating income was $1.25 billion, up from $1.04 billion in the first quarter of 2025.
Net earnings were $807 million, or $0.43 per diluted share, compared with $646 million, or $0.34 per share.
Revenue was $3.48 billion, up 2%, on total volume of 1.56 million units, up 3%.
Fuel expense rose $27 million, primarily due to a 14% increase in locomotive fuel prices.
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.
First BanCorp. reported first-quarter 2026 net income of $88.8 million, or $0.57 per diluted share, up from $77.1 million, or $0.47 per share, a year earlier and from $87.1 million, or $0.55 per share, in the fourth quarter of 2025. Results were supported by a lower provision for credit losses and higher non-interest income, while net interest income edged down.
Net income of $88.8 million, or $0.57 per diluted share, for the quarter ended March 31, 2026, versus $77.1 million, or $0.47 per share, in Q1 2025
Net interest margin rose to 4.75% from 4.68% in the fourth quarter of 2025; net interest income fell to $221.0 million from $222.8 million
Provision for credit losses fell to $17.3 million from $23.0 million; non-performing assets decreased $5.3 million to $108.8 million
Boeing reported first-quarter 2026 revenue of $22.2 billion, up 14% from $19.5 billion a year earlier, on 143 commercial deliveries compared with 130. The GAAP loss per share narrowed to $0.11 from $0.16, but the company still posted a net loss and operating cash flow was negative, leaving cash and marketable securities lower than at the end of 2025.
Revenue $22.2 billion vs. $19.5 billion a year earlier; commercial deliveries 143 vs. 130
GAAP diluted loss per share $0.11 vs. $0.16; core loss per share (non-GAAP) $0.20 vs. $0.49
Earnings from operations $448 million vs. $461 million; operating cash flow negative $179 million
Cash and marketable securities $20.9 billion vs. $29.4 billion at December 31, 2025; consolidated debt $47.2 billion vs. $54.1 billion
Old National Bancorp reported first-quarter 2026 net income applicable to common shares of $229.6 million, or $0.59 per diluted share, up from $212.6 million and $0.55 in the fourth quarter of 2025. Excluding merger-related charges, a pension-related expense and realized debt securities gains, adjusted EPS was $0.61. Net interest margin fell 10 basis points to 3.55%, and the company repurchased 3.9 million shares during the quarter.
Net income applicable to common shares was $229.6 million, compared with $212.6 million in Q4 2025 and $140.6 million in Q1 2025.
Diluted EPS was $0.59, versus $0.55 in Q4 2025 and $0.44 in Q1 2025; adjusted EPS was $0.61.
Net interest income (tax-equivalent basis) fell to $580.4 million from $588.8 million, and net interest margin decreased to 3.55%.
Total loans rose to $49.8 billion and total deposits to $55.7 billion at March 31, 2026; the company repurchased 3.9 million shares.
CME Group reported first-quarter 2026 results on April 22, 2026, with revenue of $1.9 billion, up 14% from a year earlier, and net income of $1.2 billion. Diluted earnings per share were $3.18, compared with $2.62 in the first quarter of 2025, and adjusted diluted earnings per share were $3.36, compared with $2.80. The filing does not include updated full-year guidance.
Average daily volume reached 36.2 million contracts, up 22% from the first quarter of 2025.
Diluted EPS was $3.18 versus $2.62 a year earlier; adjusted diluted EPS was $3.36 versus $2.80.
Operating income was $1.3 billion, compared with $1.1 billion in the first quarter of 2025.
The company paid about $2.7 billion in dividends and repurchased $536 million of common shares in the quarter.
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
Healthcare Services Group reported first-quarter 2026 revenue of $462.8 million, up 3.4% from the prior year, and net income of $26.1 million, or $0.37 per diluted share, compared with $17.2 million, or $0.23, a year earlier. The company reiterated its 2026 mid-single-digit revenue growth outlook and repurchased $24.0 million of its stock during the quarter.
Revenue of $462.8 million, up 3.4% from $447.7 million in the first quarter of 2025
Net income of $26.1 million and diluted EPS of $0.37, versus $17.2 million and $0.23 a year earlier
Cash flow from operations of $43.7 million; $23.4 million excluding the change in payroll accrual
Repurchased $24.0 million of stock; 9.2 million shares remain under the February 2026 authorization
Masco reported first quarter 2026 net sales of $1,918 million, up 6% from a year earlier, and adjusted earnings per share of $1.04, up 20%. The company kept its 2026 adjusted EPS guidance at $4.10 to $4.30 per share, citing a dynamic macroeconomic and geopolitical environment. Shareholders also received $267 million through dividends and share repurchases in the quarter.
Net sales rose 6% to $1,918 million; Plumbing Products sales rose 9% and Decorative Architectural Products was flat
Reported EPS was $1.05 versus $0.87 a year earlier; adjusted EPS was $1.04, up 20%
2026 adjusted EPS guidance maintained at $4.10 to $4.30 per share; reported EPS guidance is $3.91 to $4.11
Repurchased 3.1 million shares for $202 million; cash and cash investments were $388 million at March 31, 2026
Stifel Financial reported first-quarter 2026 net revenues of $1.48 billion, up 17.7% from $1.26 billion a year earlier, and GAAP diluted EPS of $1.48 versus $0.26. The results include a gain on the February 2, 2026 sale of Stifel Independent Advisors, LLC, and the company describes the quarter as its strongest first quarter ever, though revenue and EPS were both lower than in the fourth quarter of 2025.
Net revenues were $1.48 billion, up 17.7% from $1.26 billion in Q1 2025; the figure includes a gain on the sale of Stifel Independent Advisors, LLC, closed February 2, 2026.
GAAP diluted EPS was $1.48 versus $0.26 a year earlier; non-GAAP diluted EPS was $1.45 versus $0.33.
Compared with Q4 2025, net revenues fell 5.3% and GAAP diluted EPS fell from $1.54 to $1.48.
The company repurchased $224.4 million of common stock (2.8 million shares) at an average price of $80.32 and declared a $0.34 quarterly dividend per share.
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.
Boston Scientific reported first quarter 2026 net sales of $5.203 billion, up 11.6% on a reported basis and 9.4% on an organic basis from $4.663 billion a year earlier. GAAP diluted EPS was $0.90, versus $0.45, and adjusted EPS was $0.80, versus $0.75, with the adjusted figure at the top of the company's $0.78 to $0.80 guidance range. The company also issued updated 2026 outlook figures, including adjusted EPS of $3.34 to $3.41 for the full year and $0.82 to $0.84 for the second quarter.
Net sales of $5.203 billion rose 11.6% reported and 9.4% organic; Cardiovascular grew 13.5% and MedSurg grew 7.8%.
GAAP diluted EPS was $0.90 versus $0.45; the filing's reconciliation shows a $320 million deferred tax benefit excluded from adjusted results.
Adjusted EPS was $0.80 versus $0.75 a year ago and within the $0.78 to $0.80 guidance range.
Updated outlook: full-year 2026 reported net sales growth of 7.0% to 8.5% and adjusted EPS of $3.34 to $3.41; second-quarter adjusted EPS of $0.82 to $0.84.
Travel + Leisure reported first quarter 2026 net income of $79 million, or $1.22 per diluted share, up from $73 million and $1.07 a year earlier, on net revenues of $961 million, up 3%. The company reaffirmed its full-year 2026 Adjusted EBITDA guidance of $1,030 million to $1,055 million and forecast second quarter Adjusted EBITDA of $260 million to $270 million, but operating cash flow fell to $38 million from $121 million.
Net revenues of $961 million, up 3% from $934 million; diluted EPS of $1.22 vs. $1.07, up 14%
Adjusted EBITDA of $225 million, up 11%; Adjusted diluted EPS of $1.45 vs. $1.11, up 31%
Full-year 2026 Adjusted EBITDA guidance of $1,030 million to $1,055 million reaffirmed; second quarter guidance $260 million to $270 million
Net cash from operating activities of $38 million vs. $121 million; Travel and Membership Adjusted EBITDA fell 13% to $59 million
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.
TE Connectivity reported fiscal second-quarter 2026 results for the period ended March 27, 2026, with net sales up 15% to $4.74 billion and adjusted EPS of $2.73, up 24% from a year earlier. For the third quarter, the company expects sales of about $5 billion (up 10%) and adjusted EPS of about $2.83 (up 17%), both reflecting double-digit growth.
Net sales were $4.74 billion, up 15% reported and 7% organic, led by Industrial and Transportation segments.
GAAP diluted EPS from continuing operations was $2.90, compared with $0.04 a year earlier, when results included a $574 million tax charge; adjusted EPS was $2.73.
Q3 fiscal 2026 outlook: sales of about $5 billion (up 10%), adjusted EPS of about $2.83 (up 17%), GAAP EPS of about $2.44.
Record orders of $5.3 billion (up 25%); $1.2 billion returned to shareholders in the first half; quarterly cash dividend raised 10%.
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
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.