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).
Avantor said Ludovic Brellier, formerly President of Cytiva's Hardware Solutions business at Danaher, will join as Executive Vice President, Bioscience & Medtech Products (BMP) and Chief Transformation Officer effective May 1, 2026. He will lead the BMP business and the Revival Management Office, which drives transformation initiatives across the enterprise. The filing also says current BMP segment head Benoit Gourdier is moving to a segment integration role and is expected to leave no later than December 31, 2026.
Ludovic Brellier starts May 1, 2026 as EVP, BMP and Chief Transformation Officer
Brellier will lead the Revival Management Office, overseeing enterprise transformation initiatives
Benoit Gourdier moves to a segment integration role and is expected to depart by December 31, 2026
The announcement was made in a press release dated April 23, 2026
Rexford Industrial reported first-quarter 2026 net income of $87.9 million, or $0.38 per diluted share, up from $68.3 million, or $0.30, a year earlier. The gain was helped by $26.3 million of gains on property sales, while Company share of Core FFO per diluted share fell 1.6% to $0.61 and total portfolio NOI fell 4.2%. The company raised its full-year 2026 net income and Core FFO per share guidance.
Net income attributable to common stockholders was $87.9 million, or $0.38 per diluted share, versus $68.3 million, or $0.30, in Q1 2025; it included $26.3 million of gains on sale of real estate.
Company share of Core FFO per diluted share was $0.61, down 1.6%; total portfolio NOI was $185.4 million, down 4.2%.
2026 guidance: net income per diluted share raised to $1.22-$1.27 from $1.15-$1.20; Company share of Core FFO per diluted share raised to $2.37-$2.42 from $2.35-$2.40.
Laura Clark became Chief Executive Officer on April 1, 2026, and the Board authorized a new $500 million stock repurchase program after quarter end.
National Health Investors said CFO John Spaid will retire effective July 1, 2026, and Todd Siefert, who joins as Executive Vice President Corporate Finance on June 1, 2026, will succeed him as Chief Financial Officer. The change puts the REIT's finance leadership in new hands, and the filing reports no financial results or guidance changes.
John L. Spaid notified the board on April 21, 2026, of his retirement as EVP of Finance, CFO and Treasurer, effective July 1, 2026.
Todd Siefert, 52, starts as EVP Corporate Finance on June 1, 2026, and becomes CFO upon Spaid's retirement; he was previously CFO of Hillsboro Residential.
Siefert's pay includes a $500,000 base salary, a maximum bonus potential of $490,000, a $437,500 target equity award, a $100,000 signing bonus and an option on 50,000 shares.
Spaid's transition agreement, subject to a release of claims, accelerates certain restricted stock vesting and provides medical premium payments through December 31, 2026.
Sallie Mae reported first quarter 2026 GAAP diluted earnings of $1.54 per common share, up from $1.40 a year earlier, and raised its full-year 2026 diluted EPS guidance to $3.10 to $3.20. Results were helped by a $146 million gain on sale from Private Education Loan sales, and the company repurchased 12.0 million shares for $259 million during the quarter.
Q1 2026 GAAP diluted EPS was $1.54, up from $1.40 in Q1 2025; net income was $308 million.
Full-year 2026 diluted EPS guidance was raised to $3.10 to $3.20.
Private Education Loan sales generated a $146 million gain on sale in the quarter.
The company repurchased 12.0 million shares for $259 million in Q1 2026, with $242 million of repurchase capacity remaining at March 31, 2026.
Chemed reported first-quarter 2026 revenue up 1.6% to $657.5 million, with GAAP diluted EPS of $4.84, down 0.4%, and adjusted diluted EPS of $5.65, up 0.4%. The company raised its full-year 2026 adjusted EPS guidance to $24.00 to $24.75 from $23.25 to $24.25, citing stronger VITAS performance and share repurchases.
Q1 2026 revenue rose 1.6% to $657.5 million; GAAP diluted EPS was $4.84, down 0.4%, and adjusted diluted EPS was $5.65, up 0.4%.
Full-year 2026 adjusted EPS guidance raised to $24.00 to $24.75 from $23.25 to $24.25.
VITAS anticipated ADC growth raised to 4.5% to 5.5% from 3.5% to 4.0%; Roto-Rooter adjusted EBITDA margin guidance lowered to 21.5% to 22.5% from 22.5% to 23.0%.
Repurchased 500,000 shares for $197.7 million in the quarter; about $229.6 million of authorization remained as of March 31, 2026.
World Kinect reported first quarter 2026 revenue of $9.69 billion, up 2% from a year earlier, and GAAP net income of $26 million, or $0.50 per diluted share, compared with a loss of $0.37 per share in the first quarter of 2025. The company raised its full-year 2026 adjusted diluted EPS guidance to $2.65 to $2.85 per share from $2.20 to $2.40, and said Marine gross profit growth offset a 16% decline in Land gross profit. The company also said it is realigning its brand to World Fuel effective immediately, while keeping World Kinect as its legal name and ticker WKC.
Revenue was $9.69 billion, up 2% from $9.45 billion; GAAP diluted EPS was $0.50 versus a loss of $0.37 a year earlier.
Adjusted diluted EPS was $0.75, up 56% from $0.48 in the first quarter of 2025.
2026 adjusted diluted EPS guidance was raised to $2.65 to $2.85 from $2.20 to $2.40.
Marine gross profit rose 86% to $66 million, while Land gross profit fell 16% to $67 million, principally due to the U.K. Land sale.
Acadia Healthcare said CFO Todd Young will resign effective April 30, 2026, to take a CFO role at a private equity-backed animal health company. The board appointed former CFO David Duckworth as interim CFO effective May 1, 2026, and the company reaffirmed its first-quarter and full-year 2026 guidance, so the financial outlook is unchanged.
Todd Young resigns as CFO effective April 30, 2026, and will join the first-quarter earnings call on April 30.
David Duckworth, CFO from July 2012 to July 2023, becomes interim CFO effective May 1, 2026, and is expected to serve at least until a permanent CEO is named.
Duckworth's employment agreement sets a base salary at a monthly rate of $100,000 and a quarterly cash bonus of $125,000.
Guidance reaffirmed: full-year 2026 revenue of $3.37 to $3.45 billion and adjusted EPS of $1.30 to $1.55; first-quarter results due after the close on April 29.
Edwards Lifesciences reported first-quarter 2026 sales of $1.65 billion, up 16.7% from a year earlier, and GAAP diluted EPS of $0.66. The company raised its full-year 2026 sales growth guidance to 9% to 11% and the midpoint of its adjusted EPS guidance, and it completed a $500 million accelerated share repurchase.
Q1 sales grew 16.7% to $1.65 billion (12.7% on a constant currency basis); TAVR sales were $1.20 billion and TMTT sales were $173 million.
Q1 GAAP diluted EPS was $0.66 versus $0.61 a year earlier; adjusted EPS was $0.78 versus $0.64.
Full-year 2026 sales growth guidance raised to 9% to 11% from 8% to 10%; adjusted EPS guidance range is $2.95 to $3.05 versus $2.90 to $3.05 previously.
The company completed a $500 million accelerated share repurchase and has about $1.5 billion remaining under its authorization.
Phillips Edison & Company reported first-quarter 2026 net income attributable to stockholders of $30.4 million, or $0.24 per diluted share, up from $26.3 million, or $0.21, a year earlier. The company also raised its full-year 2026 Core FFO per share guidance to $2.72 to $2.78 from $2.71 to $2.77, which matters to shareholders because it signals higher expected operating earnings for the year.
First-quarter Core FFO was $0.69 per diluted share, up from $0.65, a 6.2% increase
Full-year 2026 Core FFO per share guidance raised to $2.72 to $2.78 from $2.71 to $2.77
Full-year 2026 net income per share guidance raised to $0.79 to $0.81 from $0.74 to $0.77
Conference call and webcast scheduled for Friday, April 24, 2026 at 12:00 p.m. Eastern Time
FirstCash reported record first-quarter 2026 revenue of $1.05 billion, up 26% from a year earlier, and GAAP diluted earnings per share of $2.43, up 30%. The company raised its full-year 2026 revenue guidance for each of its pawn segments and declared a $0.42 per share quarterly dividend.
Revenue of $1,051.7 million for the quarter ended March 31, 2026, up 26% from $836.4 million
GAAP diluted EPS of $2.43 versus $1.87, up 30%; net income of $107.7 million, up 29%
Full-year 2026 pawn revenue guidance raised for each segment; U.S. pawn fee growth now expected in the mid-teens versus low double digits previously
Quarterly dividend of $0.42 per share, payable May 29, 2026 to holders of record May 15, 2026
First Financial Bancorp reported first-quarter 2026 net income of $74.4 million, or $0.71 per diluted share, up from $62.4 million, or $0.64, in the fourth quarter of 2025 and $51.3 million, or $0.54, a year earlier. The Board also authorized a new repurchase plan of up to 5,000,000 shares, about 4.8% of shares outstanding as of March 31, 2026, which expires December 31, 2027.
Q1 2026 net income $74.4 million, or $0.71 per diluted share, versus $0.64 in Q4 2025 and $0.54 in Q1 2025; adjusted EPS was $0.77 (non-GAAP)
Noninterest expenses were $169.4 million, including $14.3 million of acquisition-related expenses; the BankFinancial acquisition closed January 1, 2026
Repurchase plan of up to 5,000,000 shares, effective April 21, 2026, replaces the plan that expired December 31, 2025
Total loans rose $70.8 million to $13.5 billion, including $227.7 million acquired from BankFinancial
T-Mobile's Board authorized an increase of up to $3.6 billion to its 2026 Shareholder Return Program, lifting the total from up to $14.6 billion to up to $18.2 billion. The program covers share repurchases and cash dividends through December 31, 2026, and the filing says the added amount is subject to market conditions and other factors.
Total authorized shareholder returns rise from up to $14.6 billion to up to $18.2 billion.
The program runs through December 31, 2026, and can be suspended or discontinued at any time.
Q1 2026 dividend of $1.02 per share was paid March 12, 2026; Q2 2026 dividend of $1.02 per share is payable June 11, 2026 to holders of record May 29, 2026.
Repurchases and dividends are expected to be funded from cash on hand and proceeds of debt issuances or other borrowings.
Digital Realty reported first-quarter 2026 results on April 23, 2026, with total revenues of $1.6 billion, up 16% from the same quarter last year, and net income available to common stockholders of $0.46 per diluted share, up from $0.27. The company also raised its 2026 Core FFO per share outlook to $8.00 to $8.10 from $7.90 to $8.00, which would be a higher expected profitability measure for shareholders.
Q1 2026 Core FFO per diluted share of $2.04, compared with $1.77 in Q1 2025
Q1 2026 net income available to common stockholders of $0.46 per diluted share, compared with $0.27 in Q1 2025
2026 Core FFO per share outlook raised to $8.00 to $8.10 from $7.90 to $8.00
Total revenues of $1.6 billion in Q1 2026, a 16% increase from the same quarter last year
Edison International elected M. Susan Hardwick, former CEO of American Water Works, as an independent director effective April 23, 2026. CFO Maria Rigatti will resign effective July 3, 2026 and retire September 1, 2026, and Aaron D. Moss, currently SCE's CFO, will succeed her as EIX CFO on July 3, 2026.
Board increased from 11 to 12 members to seat M. Susan Hardwick, effective April 23, 2026.
Maria Rigatti resigns as EIX CFO effective July 3, 2026 and retires September 1, 2026.
Aaron D. Moss, 55, to become EIX Executive Vice President and CFO effective July 3, 2026, with an annual salary of $730,000 from July 4, 2026.
Board amended EIX Bylaws to clarify officer duties related to the CFO, Controller and Treasurer roles.
WSFS Financial reported first-quarter 2026 net income of $86.8 million, or $1.64 per diluted share, up from $65.9 million and $1.12 a year earlier. The board raised the quarterly dividend 18% to $0.20 per share and approved a new share repurchase authorization equal to 15% of shares outstanding on March 31, 2026. Core EPS was $1.68, though it was $1.45 excluding a $15.7 million loan recovery.
Net income of $86.8 million and diluted EPS of $1.64, compared with $72.7 million and $1.34 in 4Q 2025 and $65.9 million and $1.12 in 1Q 2025
Core EPS of $1.68, up 17% from 4Q 2025; core EPS was $1.45 excluding a previously disclosed $15.7 million loan recovery
Quarterly cash dividend raised 18% to $0.20 per share, payable May 22, 2026 to holders of record as of May 8, 2026
Repurchased $85.0 million of common stock in the quarter; the new authorization equals 15% of shares outstanding as of March 31, 2026
Intel reported first-quarter 2026 revenue of $13.6 billion, up 7% from a year earlier, and non-GAAP EPS of $0.29, up from $0.13. GAAP results were far weaker, with a net loss attributable to Intel of $3.7 billion, driven by $4.07 billion in restructuring and other charges, mainly a goodwill impairment at its Mobileye unit. For second-quarter 2026, Intel forecasts revenue of $13.8 billion to $14.8 billion and non-GAAP EPS of $0.20.
Q1 2026 GAAP diluted EPS was $(0.73) versus $(0.19) a year earlier; non-GAAP diluted EPS was $0.29 versus $0.13.
Restructuring and other charges were $4.07 billion in Q1 2026 versus $156 million in Q1 2025, primarily Mobileye goodwill impairment.
Q2 2026 guidance: revenue of $13.8 billion to $14.8 billion; GAAP EPS of $0.08 and non-GAAP EPS of $0.20.
Intel generated $1.1 billion in cash from operations in the first quarter and held $17.2 billion in cash and cash equivalents at March 28, 2026.
Newmont reported first quarter 2026 net income attributable to stockholders of $3.3 billion, or $3.00 per diluted share, up $2.0 billion from the prior quarter, and adjusted earnings of $2.90 per diluted share versus $2.52 in the fourth quarter. The company also approved an additional $6.0 billion share repurchase program after fully using its previous $6.0 billion authorization, and it left full-year 2026 production and cost guidance unchanged.
Net income attributable to Newmont stockholders was $3.3 billion, or $3.00 per diluted share; adjusted net income was $3.2 billion, or $2.90 per diluted share.
Free cash flow was a record $3.1 billion, and cash on hand ended the quarter at $8.8 billion.
The Board approved a new $6.0 billion share repurchase program, and a $0.26 per share dividend was declared, payable June 22, 2026.
Full-year 2026 guidance was unchanged, but the filing notes a Ghana cost impact of approximately $25 per ounce for total Newmont that was not included in guidance.
AppFolio reported first-quarter 2026 revenue of $262 million, up 20% from a year earlier, and GAAP net income of $42.4 million, or $1.18 per diluted share, compared with $31.4 million, or $0.86, in the prior-year quarter. The company raised its full-year 2026 revenue range to $1.110 to $1.125 billion and its non-GAAP operating margin range to 26.0% to 28.0%, while operating cash flow fell to $34 million from $38 million.
Q1 2026 revenue was $262 million, up 20% year-over-year; GAAP operating income was $51 million, up 50%.
Non-GAAP operating income was $72 million, or 27.3% of revenue, versus $53 million, or 24.3%, in Q1 2025.
Full-year 2026 revenue range raised to $1.110 to $1.125 billion; non-GAAP operating margin range raised to 26.0% to 28.0%.
Company repurchased 703 thousand Class A shares for $125 million in the quarter.
Expedia Group said CFO Scott Schenkel will step down effective May 11, 2026, and named Derek Andersen, formerly CFO of Snap Inc., as his successor. Schenkel stays through the first-quarter earnings call on May 7, 2026, and leaves the company on May 16, 2026, and the filing says his departure involved no disagreement with the company on operations, policies, or accounting.
Derek Andersen was CFO of Snap Inc. from May 2019 through April 2026 and previously worked at Amazon.com, Inc. from March 2011 to June 2018.
Andersen's employment agreement sets a $1 million annual base salary and a $2.5 million cash signing bonus paid over two years.
His initial equity award is RSUs valued at $17 million, and he is eligible for annual equity awards with a target value of $10 million.
Schenkel remains with the company through May 7, 2026, and departs on May 16, 2026.
On April 22, 2026, Axos Bank, a subsidiary of Axos Financial, agreed to acquire individual retirement accounts from Capital One, National Association, with an aggregate deposit balance of about $3.2 billion, along with certain related assets and liabilities. The bank will pay cash equal to the deposit balance less a negotiated premium, and the filing does not disclose the premium amount because it is redacted. The deal requires approval from the Office of the Comptroller of the Currency and is expected to close later in calendar year 2026.
Acquired IRAs have an aggregate balance of approximately $3.2 billion in associated savings and certificate of deposit accounts.
Purchase price equals the aggregate deposit balance less a negotiated premium; the premium amount is redacted in Exhibit 99.1.
Closing is subject to Office of the Comptroller of the Currency approval and is expected later in calendar 2026.
Agreement is dated April 22, 2026, with Capital One, National Association; the 8-K was filed April 23, 2026.
Freeport-McMoRan reported first-quarter 2026 net income attributable to common stock of $881 million, or $0.61 per share, up from $352 million, or $0.24 per share, a year earlier. Revenue rose to $6.234 billion from $5.728 billion, but the company lowered its full-year 2026 sales estimates, citing a delayed ramp-up of the Grasberg Block Cave mine after the September 2025 mud rush incident, and said its production forecasts are now more variable.
Net income attributable to common stock was $881 million, $0.61 per share, versus $352 million, $0.24 per share, in first-quarter 2025; adjusted net income was $830 million, $0.57 per share.
The 2026 copper sales estimate is about 3.1 billion pounds, down from the January 2026 estimate of 3.4 billion pounds; the gold estimate is 650 thousand ounces, versus 0.8 million ounces in January.
Unit net cash costs for 2026 are expected to average $1.95 per pound of copper, with the company citing higher energy and consumables costs following the onset of Middle East military conflict in late February 2026.
First-quarter results include an after-tax net credit of $51 million, mainly from an insurance settlement tied to the September 2025 mud rush incident, with proceeds expected in second-quarter 2026; the company bought back 1.7 million share
PulteGroup reported first-quarter 2026 net income of $347 million, or $1.79 per diluted share, down from $523 million, or $2.57 per share, a year earlier. Home sale revenues fell 12% to $3.3 billion as closings dropped 7% and gross margin narrowed to 24.4% from 27.5% due to higher incentives. The board also approved a $1.5 billion increase in the share repurchase authorization, bringing the remaining authorization to $2.1 billion.
Net new orders rose 3% to 8,034 homes valued at $4.6 billion, while the average sales price fell 5% to $542,000.
Home sale gross margin was 24.4%, compared with 27.5% a year earlier; SG&A expense was 11.5% of home sale revenues versus 10.5%.
The company repurchased $308 million of common shares in the quarter, and its board approved a $1.5 billion increase in the repurchase authorization effective April 22, 2026.
Quarter-end backlog was 10,427 homes valued at $6.5 billion; debt-to-capital ratio rose to 12.3% from 11.2%.
West Pharmaceutical reported first-quarter 2026 net sales of $844.9 million, up 21.0% from a year earlier, and diluted EPS of $1.92, up 56.1%. The company raised its full-year 2026 net sales guidance to $3.295 billion to $3.350 billion and its adjusted-diluted EPS guidance to $8.40 to $8.75, and it repurchased $297.6 million of its shares during the quarter.
First-quarter net sales were $844.9 million, up 21.0% reported and 15.3% organic, versus $698.0 million a year earlier.
Diluted EPS was $1.92, up from $1.23; adjusted-diluted EPS was $2.13, up 46.9%.
Full-year 2026 adjusted-diluted EPS guidance rose to $8.40 to $8.75, from $7.85 to $8.20.
Cash and cash equivalents fell to $521.4 million at March 31, 2026, from $791.3 million at December 31, 2025, after share repurchases.
Roper reported first quarter 2026 revenue up 11% to $2.10 billion and adjusted DEPS up 8% to $5.16, with GAAP net earnings up 54% to $509 million, which includes a $167 million equity investment gain tied to its Indicor stake. The company raised its full year 2026 adjusted DEPS guidance to $21.80-$22.05 from $21.30-$21.55 and added $3 billion to its share repurchase authorization, leaving $3.8 billion of remaining capacity.
Q1 2026 revenue rose 11% to $2.10 billion, with organic growth of 6% and acquisitions contributing 5%.
GAAP DEPS rose 59% to $4.87; adjusted DEPS rose 8% to $5.16, while adjusted net earnings rose 4% to $539 million.
Full year 2026 adjusted DEPS guidance raised to $21.80-$22.05; second quarter adjusted DEPS expected at $5.25-$5.30.
Company repurchased 4.3 million shares for $1.5 billion in Q1; the board authorized an additional $3 billion, leaving $3.8 billion of remaining capacity.
CBRE reported first-quarter 2026 revenue of $10.5 billion, up 19% from $8.9 billion a year earlier, and GAAP diluted EPS of $1.07 versus $0.54. The company raised its 2026 core EPS outlook to $7.60-$7.80 from $7.30-$7.60, which matters to shareholders because it signals higher expected profit for the full year. Quarterly cash flow was negative, with cash used in operations of $825 million.
Revenue rose 18.6% to $10,527 million from $8,875 million in Q1 2025.
GAAP diluted EPS was $1.07 versus $0.54; core EPS was $1.61 versus $0.89.
2026 core EPS outlook raised to $7.60-$7.80 from $7.30-$7.60.
Q1 free cash flow was negative $605 million, including a $301 million gain on disposition of real estate.
Ryder reported first-quarter 2026 results with GAAP diluted EPS from continuing operations of $2.34, up from $2.29, and comparable EPS of $2.54, up from $2.46, on total revenue of $3.1 billion, flat year over year. The company raised its full-year 2026 comparable EPS forecast to $14.05 to $14.80, which matters to shareholders because it signals a higher earnings outlook, while pre-tax earnings fell to $118 million from $134 million.
Q1 2026 GAAP EPS from continuing operations was $2.34 versus $2.29; comparable EPS was $2.54 versus $2.46.
Total revenue was $3.1 billion, consistent with the prior year; earnings before income taxes were $118 million versus $134 million.
Full-year 2026 comparable EPS forecast is $14.05 to $14.80; GAAP EPS forecast is $13.15 to $13.90.
Q1 free cash flow (non-GAAP) was $273 million versus $259 million, while net cash from operating activities was $583 million versus $651 million.
Bread Financial reported first-quarter 2026 net income of $181 million, up 32% from a year earlier, and diluted earnings per share of $4.15 compared with $2.78. Revenue rose 5% to $1,018 million, and the company left its 2026 outlook unchanged. The board also declared a $0.23 quarterly common dividend and the company raised its stock repurchase authorization by $600 million, bringing the total available to $690 million at quarter-end.
Net income of $181 million, up $43 million from $138 million; diluted EPS $4.15 vs. $2.78 a year earlier.
Revenue of $1,018 million, up 5%; credit sales of $6.5 billion, up 7%.
2026 outlook unchanged, including a 2026 net loss rate expected in the range of 7.2% to 7.4%.
Dividends payable June 15, 2026: $0.23 per common share and $21.56 per share of 8.625% preferred stock, to holders of record on May 29, 2026.
Huntington reported first-quarter 2026 GAAP net income of $523 million, or $0.25 per share, down from $0.30 in the prior quarter and $0.34 a year earlier, while net interest and noninterest income grew with the Cadence and Veritex acquisitions. Results include $263 million of pre-tax acquisition-related expenses, and adjusted EPS was $0.37. The Board also approved a $3 billion share repurchase authorization on April 22, 2026, replacing the prior $1 billion authorization.
GAAP EPS of $0.25 compares with $0.30 in the fourth quarter of 2025 and $0.34 in the first quarter of 2025.
Adjusted EPS of $0.37 excludes $263 million of pre-tax acquisition-related expenses, or $210 million after tax.
Net interest income rose $299 million, or 19%, and noninterest income rose 17% to $682 million, both from the prior quarter.
On April 22, 2026, the Board approved a $3 billion share repurchase authorization; the company repurchased $150 million of common shares in the first quarter.
Honeywell reported first-quarter 2026 sales of $9.1 billion, up 2%, and GAAP earnings per share of $1.29, down 35%, mainly due to debt restructuring and impairment charges. Adjusted EPS rose 11% to $2.45, and the company kept its full-year adjusted EPS outlook of $10.35 to $10.65 while lowering its operating cash flow outlook to $4.4 billion to $4.7 billion. It also agreed to sell its Warehouse and Workflow Solutions business to American Industrial Partners and set the Honeywell Aerospace spin-off for June 29, 2026.
Q1 2026 sales were $9.1 billion, up 2% from $8.9 billion a year earlier; orders rose 7% and backlog reached $38.3 billion.
GAAP EPS was $1.29 versus $1.97 a year earlier; adjusted EPS was $2.45, up 11% from $2.21.
Full-year 2026 operating cash flow outlook was lowered to $4.4 billion to $4.7 billion from $4.7 billion to $5.0 billion; sales and adjusted EPS guidance were unchanged.
Warehouse and Workflow Solutions sale to American Industrial Partners is expected to close in the second half of 2026; the Aerospace spin-off is expected June 29, 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.
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