1,134 material Form 8-K filings that 905 companies we cover made with the SEC in April 2026, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). All of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
Baker Hughes reported first-quarter 2026 revenue of $6.6 billion, up 2% from a year earlier but down 11% from the fourth quarter of 2025. GAAP net income attributable to the company was $930 million, helped by a $721 million gain on business dispositions, while adjusted EBITDA rose 12% year over year to $1.2 billion. The company said its outlook for business fundamentals is unchanged, excluding ongoing Middle East impacts.
Revenue of $6.6 billion was up 2% year over year and down 11% sequentially.
GAAP diluted EPS was $0.93 versus $0.40 a year earlier; the quarter included a $721 million gain on business dispositions.
Adjusted diluted EPS was $0.58, up from $0.51 a year earlier but down from $0.78 in the fourth quarter of 2025.
Adjusted EBITDA was $1.2 billion, up 12% year over year; a conference call is set for Friday, April 24, 2026 at 9:30 a.m. Eastern Time.
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
Heritage Financial reported first quarter 2026 net income of $18.9 million, or $0.48 per diluted share, compared with $22.2 million, or $0.65, in the fourth quarter of 2025 and $0.40 in the first quarter of 2025. The results reflect the January 31, 2026 acquisition of Olympic Bancorp, which lifted total assets to $8.50 billion and net interest margin to 3.96%, while noninterest expense also rose with Merger-related costs. The company also declared a regular quarterly cash dividend of $0.24 per share.
Net income of $18.9 million, or $0.48 per diluted share, versus $0.65 in Q4 2025 and $0.40 in Q1 2025.
Adjusted diluted EPS, excluding merger-related costs, was $0.59, compared with $0.66 in Q4 2025 and $0.49 in Q1 2025.
Net interest margin rose to 3.96% from 3.72% in Q4 2025; the efficiency ratio rose to 72.6% from 62.5%.
Quarterly dividend of $0.24 per share, payable May 20, 2026, to shareholders of record at the close of business May 6, 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.
Glacier Bancorp, Inc. reported first-quarter 2026 net income of $82.1 million, up 29% from the prior quarter and 51% from the prior year first quarter, with diluted earnings per share of $0.63. Net interest margin rose to 3.80% and non-performing assets increased to $79.5 million, while acquisition-related expenses were $8.9 million for the quarter.
Net income was $82.1 million, up from $63.8 million in the fourth quarter of 2025 and $54.6 million in the first quarter of 2025.
Diluted earnings per share were $0.63, compared with $0.49 in the prior quarter and $0.48 a year earlier; diluted operating earnings per share were $0.70.
Net interest margin was 3.80%, up from 3.58% in the prior quarter and 3.04% a year earlier.
Non-performing assets were $79.5 million at March 31, 2026, up 15% from the prior quarter, and acquisition-related expenses were $8.9 million.
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.
Customers Bancorp reported unaudited first-quarter 2026 net income available to common shareholders of $69.7 million, or $1.97 per diluted share, compared with $70.1 million, or $1.98 per diluted share, in the fourth quarter of 2025 and $9.5 million, or $0.29 per diluted share, in the first quarter of 2025. Net interest income fell sequentially but rose from a year earlier, and total deposits and loans grew, while the filing gives no forward earnings guidance.
Net income available to common shareholders was $69.7 million, or $1.97 per diluted share, versus $70.1 million, or $1.98, in Q4 2025 and $9.5 million, or $0.29, in Q1 2025.
Net interest income was $191.4 million, down $13.1 million from Q4 2025 but up $23.9 million from Q1 2025.
Total deposits rose 3.9% in the quarter to $21.6 billion, and loans and leases held for investment rose 3.7% to $17.4 billion from December 31, 2025.
Q1 2025 results included a $51.3 million impairment loss on debt securities, which affects the year-over-year comparison.
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.
NBT Bancorp reported first quarter 2026 net income of $51.1 million, or $0.98 per diluted share, up from $36.7 million, or $0.77, a year earlier but down from $55.5 million, or $1.06, in the fourth quarter of 2025. The year-over-year comparison is significantly affected by the Evans Bancorp acquisition completed May 2, 2025. Tangible book value per share rose to $27.05 from $24.74 a year earlier.
Net income $51.1 million, or $0.98 diluted EPS, versus $36.7 million, or $0.77, in Q1 2025 and $55.5 million, or $1.06, in Q4 2025
Net interest income of $134.3 million, up 25.3% from Q1 2025 and down 0.8% from Q4 2025; net interest margin on an FTE basis was 3.72%
Nonperforming assets to total assets rose to 0.38% from 0.33% at December 31, 2025, mainly from commercial loans placed in nonaccrual status
Conference call at 10:00 a.m. Eastern on Friday, April 24, 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.
Hilltop Holdings reported first-quarter 2026 income attributable to common stockholders of $37.8 million, or $0.64 per diluted share, down from $42.1 million, or $0.65 per diluted share, a year earlier. The board declared a $0.20 quarterly cash dividend, up from $0.18 in the prior-year quarter, and the company said uncertain economic conditions are expected to continue to adversely affect its operating results for the rest of 2026.
Income attributable to common stockholders was $37.8 million, or $0.64 per diluted share, versus $42.1 million, or $0.65, in Q1 2025.
Total noninterest income was $188.4 million, down 11.7% from $213.3 million in Q1 2025.
Net interest margin rose to 3.13% from 3.02% in Q4 2025.
The $0.20 dividend is payable May 22, 2026, to holders of record on May 8, 2026; the company repurchased shares for $47.5 million in the quarter.
RPM International appointed Thomas C. Gentile, III to its Board of Directors effective April 20, 2026, expanding the board to 13 members. Gentile currently serves as chairman, chief executive officer and president of Hexcel Corporation and will sit on the Board's Compensation Committee.
Appointed to the board effective April 20, 2026; board expands to 13 members
Current role: chairman, CEO and president of Hexcel Corporation (NYSE: HXL)
Prior roles include president and CEO of Spirit AeroSystems and 19 years at General Electric
Will serve on the Compensation Committee; receives director pay consistent with other non-employee directors
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.
At its April 23, 2026 annual meeting, IQVIA stockholders approved the 2026 Incentive and Stock Award Plan, which replaces the 2017 Plan and takes effect immediately. Stockholders also elected nine directors and voted on other proposals, and the separate Chairman and CEO roles proposal was not approved. The equity plan sets the terms under which future stock-based awards can be granted to employees.
Plan approval: 96,987,612 votes for and 51,006,455 against
Plan replaces the 2017 Incentive and Stock Award Plan and assumes any shares remaining under it
Nine directors elected to one-year terms by majority vote, including Ari Bousbib and Colleen A. Goggins
Separate Chairman and CEO roles proposal: 36,717,802 for and 111,154,252 against
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.
Eastern Bankshares reported net income of $65.3 million, or $0.29 per diluted share, for the quarter ended March 31, 2026, down from $99.5 million, or $0.46, in the prior quarter. Operating net income, which excludes items management considers non-core, was $88.6 million, or $0.40 per diluted share, and total revenue rose to $288.2 million from $283.5 million. The Board approved a 15% increase in the quarterly dividend to $0.15 per share, and the company repurchased $75.1 million of its stock during the quarter.
Net income was $65.3 million, or $0.29 per diluted share, versus $99.5 million, or $0.46, in the fourth quarter of 2025; operating net income was $88.6 million, or $0.40 per diluted share.
Net interest margin on a fully tax equivalent basis rose 2 basis points to 3.63%, and total revenue rose to $288.2 million from $283.5 million.
Quarterly cash dividend raised to $0.15 per share, a $0.02 increase, payable June 22, 2026 to shareholders of record as of June 5, 2026.
Repurchased 3.9 million shares for $75.1 million; 59% of the current authorization is complete, and the company expects to finish the program around mid-year.
Ameris Bancorp reported first-quarter 2026 net income of $110.5 million, or $1.63 per diluted share, up from $87.9 million, or $1.27 per diluted share, a year earlier. Net interest margin widened to 3.88% and the efficiency ratio improved to 49.97%, and the company repurchased $74.9 million of its common stock in the quarter. Net income also edged up from $108.4 million in the fourth quarter of 2025, although noninterest expense rose 9.8% from that quarter.
Net income of $110.5 million, or $1.63 per diluted share, for the quarter ended March 31, 2026, versus $87.9 million, or $1.27 per diluted share, a year earlier
Net interest margin of 3.88%, up 15 basis points from 3.73% in the first quarter of 2025
Efficiency ratio of 49.97%, compared with 52.83% in the first quarter of 2025; noninterest expense rose to $157.1 million from $143.1 million in the fourth quarter of 2025
Repurchased 950,400 shares for $74.9 million in the quarter; earnings call set for 9:00 a.m. Eastern on April 24, 2026
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.
Erie Indemnity reported first-quarter 2026 net income of $150.5 million, or $2.88 per diluted share, up from $138.4 million, or $2.65, a year earlier. Operating income before taxes rose $15.4 million, or 10.2 percent. The board also declared a quarterly Class A dividend of $1.4625 per share and named Jonathan Hirt Hagen Chairman, succeeding Thomas B. Hagen, who had served as Chairman since 2007.
Q1 2026 net income $150.5 million vs. $138.4 million in Q1 2025
Diluted EPS $2.88 vs. $2.65; operating income $166.8 million vs. $151.4 million
Quarterly Class A dividend of $1.4625 per share, record and ex-dividend date July 7, 2026, payable July 21, 2026
Jonathan Hirt Hagen elected Chairman; Thomas B. Hagen named Chairman Emeritus
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
Ameriprise Financial reported first quarter 2026 adjusted operating earnings of $11.26 per diluted share, up 19% from $9.50 a year earlier, with GAAP net income of $915 million, or $9.68 per diluted share, compared with $5.83 a year ago. The company also raised its quarterly dividend 6% and returned $936 million to shareholders in the quarter, equal to 88% of operating earnings.
Adjusted operating earnings per diluted share were $11.26 versus $9.50 a year earlier; GAAP net income per diluted share was $9.68 versus $5.83.
Adjusted operating net revenues rose 11% to $4.8 billion, and assets under management, administration and advisement reached $1.7 trillion, up 12%.
Quarterly dividend increased 6%, and $936 million was returned to shareholders in the quarter.
Asset Management reported net outflows of $5.9 billion, compared with $18.3 billion a year earlier.
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.
Enova International reported first quarter 2026 results for the three months ended March 31, 2026, with total revenue of $875 million, up 17% from $746 million a year earlier, and net income of $91 million, or $3.46 per diluted share, up from $2.69. The company said it expects the acquisition of Grasshopper Bank to close in the second half of 2026, pending the regulatory review process.
Total revenue of $875 million, up 17% from $746 million in Q1 2025
Net income of $91 million, or $3.46 per diluted share, vs. $2.69 in Q1 2025
Net charge-off ratio of 7.6%, down from 8.6% a year earlier
Grasshopper Bank acquisition expected to close in the second half of 2026
On April 23, 2026, JPMorgan Chase closed public offerings of four tranches of notes totaling $10 billion in principal. The notes were registered on Form S-3, and the filing attaches a legal opinion on their legality. The filing describes a routine debt issuance and does not state a use of proceeds or any effect on earnings.
$500 million Floating Rate Notes due 2030
$2.75 billion Fixed-to-Floating Rate Notes due 2030 and $3.0 billion due 2032
$3.75 billion Fixed-to-Floating Rate Notes due 2037
Offerings registered under Form S-3 (File No. 333-285537); legal opinion from Simpson Thacher & Bartlett LLP filed as Exhibit 5.1
Columbia Banking System reported first quarter 2026 net income of $192 million, or $0.66 per diluted share, down from $215 million, or $0.72, in the fourth quarter of 2025, but up from $87 million, or $0.41, a year earlier. Net interest income fell $33 million from the prior quarter, which included one-time benefits that did not repeat, and the company repurchased $200 million of common stock during the quarter.
Net income $192 million vs $215 million in 4Q25 and $87 million in 1Q25; diluted EPS $0.66 vs $0.72 and $0.41
Net interest income $594 million, down $33 million from the prior quarter; net interest margin 3.96%, down 10 basis points
Non-interest expense $394 million, down $18 million; provision for credit losses $28 million vs $23 million in 4Q25
Repurchased $200 million of common stock; quarterly dividend $0.37 per share; the company expects all Pacific Premier cost savings by June 30, 2026
Kinsale Capital Group reported first-quarter 2026 net income of $112.6 million, or $4.88 per diluted share, up from $89.2 million, or $3.83 per share, a year earlier. Underwriting profitability improved, with the combined ratio falling to 77.4% from 82.1%, while gross written premiums declined 0.5% because of a 28.3% drop in the Commercial Property Division.
Net income was $112.6 million, or $4.88 per diluted share, versus $89.2 million, or $3.83, in Q1 2025.
Net operating earnings were $117.8 million, or $5.11 per diluted share, versus $86.4 million, or $3.71, in Q1 2025.
Gross written premiums fell 0.5% to $482.0 million, driven by a 28.3% decline in the Commercial Property Division; excluding that division, they rose 6.0%.
Combined ratio improved to 77.4% from 82.1%; after-tax catastrophe losses were $1.3 million in Q1 2026 versus $17.8 million in Q1 2025.
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
Carlisle Companies reported first-quarter 2026 results with revenue down 4% year-over-year to $1.05 billion, as winter weather and softer construction demand reduced volumes. Diluted EPS from continuing operations was $3.10, down from $3.13, while adjusted EPS rose 1% to $3.63; the company reaffirmed its full-year 2026 outlook and its $1 billion share repurchase target.
Revenue was $1,052.1 million versus $1,095.8 million a year earlier, down 4%; income from continuing operations fell 9% to $127.7 million.
Diluted EPS was $3.10 versus $3.13; adjusted EPS was $3.63 versus $3.61, up 1%.
Adjusted EBITDA margin rose 50 basis points to 22.3%; the company repurchased $250 million of shares in the quarter.
Full-year 2026 outlook reaffirmed: low-single-digit revenue growth and about 50 basis points of adjusted EBITDA margin expansion.
The Bancorp reported first-quarter 2026 net income of $60.1 million, or $1.41 per diluted share, up from $1.19 a year earlier. Revenue fell, with net interest income at $88.8 million versus $91.7 million and non-interest income at $72.5 million versus $83.6 million, and the company kept its 2026 EPS guidance at $5.90 while setting a 2027 EPS range of $8.10 to $8.30.
Net income of $60.1 million and diluted EPS of $1.41 for 1Q 2026, versus $57.2 million and $1.19 for 1Q 2025.
Net interest income of $88.8 million versus $91.7 million a year earlier; net interest margin of 3.87% versus 4.07%.
Non-interest income of $72.5 million versus $83.6 million in 1Q 2025, with credit enhancement income at $28.8 million versus $45.9 million.
2026 EPS guidance maintained at $5.90; 2027 EPS expected in a range of $8.10 to $8.30; $200 million of share repurchases planned for 2026, or $50 million a quarter.
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.
Paycom Software entered an amended and restated credit agreement with JPMorgan Chase Bank as administrative agent, replacing its July 29, 2022 facility. The senior secured revolving credit facility allows borrowing of up to $2.125 billion and matures April 23, 2031, with an option for an additional $750.0 million subject to lender commitments. The filing shows about $675 million outstanding and says proceeds may fund working capital, acquisitions and share repurchases.
Revolving credit facility of up to $2.125 billion, maturing April 23, 2031
About $675 million principal outstanding under the revolver as of April 23, 2026
Optional incremental facility of up to an additional $750.0 million, subject to lender approval
Financial covenants require interest coverage of at least 3.00 to 1.00 and leverage no greater than 3.50 to 1.00
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
Marten Transport reported first-quarter 2026 net income of $1.4 million, or 2 cents per diluted share, down from $4.3 million, or 5 cents, a year earlier. Operating revenue fell 8.8% to $203.5 million, and the company said winter storms and higher diesel prices weighed on results, while its intermodal business, sold in 2025, no longer contributes revenue.
Operating revenue was $203.5 million, compared with $223.2 million in the first quarter of 2025, a decline of 8.8%.
Operating income was $1.6 million, compared with $5.9 million a year earlier.
Dedicated segment revenue fell 13.8% to $63.5 million, and the consolidated operating ratio rose to 99.2% from 97.4%.
The company declared a dividend of $0.06 per common share, unchanged from the prior-year quarter.
MaxLinear reported first-quarter 2026 net revenue of $137.2 million, up 43% from a year earlier and 1% from the prior quarter, and guided second-quarter revenue to $160 million to $170 million. GAAP net loss was $45.1 million, or $0.52 per diluted share, compared with a $0.17 loss in the prior quarter, while non-GAAP diluted earnings were $0.22 per share. The company also amended its revolving credit facility to extend maturity to March 2028 and add $30 million in commitments, bringing the total to $130 million, which was undrawn at closing.
Q1 2026 net revenue $137.2 million, up 43% year over year and up 1% sequentially
GAAP diluted loss per share $0.52 vs. $0.17 loss in Q4 2025; non-GAAP diluted EPS $0.22 vs. $0.19
Q2 2026 net revenue guidance of approximately $160 million to $170 million
Revolver maturity extended from June 23, 2026 to March 23, 2028; $30 million added, total $130 million, undrawn; margin raised to 2.25% for Term SOFR loans
VeriSign reported first-quarter 2026 revenue of $429 million, up 6.6% from a year earlier, with net income of $215 million and diluted EPS of $2.34, compared with $199 million and $2.10 in the first quarter of 2025. Cash flow from operations fell to $272 million from $291 million, and the company repurchased $214 million of stock during the quarter.
Operating income was $294 million, up from $271 million in the first quarter of 2025.
Cash flow from operations was $272 million, compared with $291 million a year earlier.
The Board approved a $0.81 per share dividend, with a record date of May 19, 2026 and payment on May 27, 2026.
The .com and .net wholesale fee rises from $10.26 to $10.97 per registration effective Nov. 1, 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.
Boyd Gaming reported first-quarter 2026 revenue of $997.4 million, up from $991.6 million a year earlier, and GAAP net income of $105.5 million, or $1.37 per share, up from $1.31. Adjusted EBITDAR fell to $317.4 million from $337.5 million, and adjusted earnings per share were $1.60 versus $1.62, so headline profit measures moved in different directions. The company also raised its quarterly dividend to $0.20 per share from $0.18 and said its board added $500 million to its share repurchase authorization.
Revenue: $997.4 million for Q1 2026, versus $991.6 million in Q1 2025
Net income: $105.5 million, or $1.37 per diluted share, versus $111.4 million, or $1.31, a year earlier
Adjusted EBITDAR: $317.4 million versus $337.5 million; adjusted EPS $1.60 versus $1.62
Board authorized an additional $500 million for share repurchases on April 8, 2026; quarterly dividend raised to $0.20 per share
SouthState Bank Corporation reported first-quarter 2026 net income of $225.8 million and diluted earnings per share of $2.28, both lower than in the fourth quarter of 2025 but well above the first quarter of 2025 on a reported basis. The company also declared a $0.60 quarterly dividend payable May 15, 2026, to shareholders of record on May 8, 2026.
Net income was $225.8 million, versus $247.7 million in Q4 2025 and $89.1 million in Q1 2025.
Diluted EPS was $2.28, versus $2.46 in Q4 2025 and $0.87 in Q1 2025; adjusted diluted EPS (non-GAAP) was $2.28, up from $2.15 a year earlier.
Net interest income was $562 million, down $20 million from the prior quarter and up $17 million from a year earlier; noninterest income was $100 million, down $6 million from the prior quarter.
The quarterly dividend is $0.60 per share, payable May 15, 2026; the company will hold its first-quarter call on April 24, 2026 at 9 a.m. ET.
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.
The Hartford reported first quarter 2026 net income available to common stockholders of $851 million, or $3.04 per diluted share, up 36% from $625 million a year earlier. Core earnings rose 36% to $866 million, helped by lower catastrophe losses and higher net investment income, and the company returned $617 million to stockholders in the quarter.
Net income available to common stockholders: $851 million ($3.04 per diluted share) vs. $625 million ($2.15) in Q1 2025
Core earnings: $866 million ($3.09 per diluted share) vs. $639 million ($2.20) in Q1 2025
P&C current accident year catastrophe losses: $230 million vs. $467 million in Q1 2025
Returned $617 million to stockholders, including $450 million of shares repurchased and $167 million in dividends paid
Principal Financial Group reported first quarter 2026 results, with GAAP net income attributable to PFG of $424.6 million ($1.93 per diluted share), up from $48.1 million ($0.21) a year earlier. Non-GAAP operating earnings rose 10% to $456.1 million ($2.07 per diluted share), and the company announced a second quarter dividend of $0.82 per share, an 8% increase over the prior year quarter. The company also returned $374 million to shareholders in the quarter.
GAAP net income attributable to PFG was $424.6 million, or $1.93 per diluted share, versus $48.1 million, or $0.21, in 1Q25.
Non-GAAP operating earnings were $456.1 million, or $2.07 per diluted share, up 14% per share from $1.81 in 1Q25.
Second quarter 2026 common stock dividend set at $0.82 per share, a 2-cent increase, payable June 26, 2026 to holders of record as of June 1, 2026.
The company returned $374 million to shareholders, including $200 million of share repurchases and $174 million of common stock dividends.
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.
Knowles reported first-quarter 2026 revenue of $153.1 million, up 16% from a year earlier, and non-GAAP diluted EPS from continuing operations of $0.27, up 50%. The company also guided second-quarter 2026 non-GAAP diluted EPS to $0.28 to $0.32 on revenue of $152 million to $162 million, which points to continued year-over-year growth for shareholders.
Q1 2026 revenues were $153.1 million, up from $132.2 million in Q1 2025 but down from $162.2 million in Q4 2025.
GAAP diluted EPS from continuing operations was $0.13 in Q1 2026, compared with $0.00 in Q1 2025; non-GAAP diluted EPS was $0.27 versus $0.18.
Q2 2026 outlook: revenue of $152 million to $162 million and non-GAAP diluted EPS of $0.28 to $0.32.
Q1 2026 net cash used in operating activities was $0.7 million, compared with $1.3 million provided in Q1 2025.
Comfort Systems USA reported first-quarter 2026 net income of $370.4 million, or $10.51 per diluted share, up from $169.3 million, or $4.75, a year earlier, on revenue of $2.87 billion versus $1.83 billion. The company also raised its quarterly dividend to $0.80 per share from $0.70, payable May 26, 2026.
Net income was $370.4 million, or $10.51 per diluted share, versus $169.3 million, or $4.75, in Q1 2025.
Revenue was $2.87 billion versus $1.83 billion a year earlier; backlog was $12.45 billion as of March 31, 2026, up from $11.94 billion at December 31, 2025.
Operating cash inflow was $388.8 million versus an outflow of $88.0 million in Q1 2025.
Board declared a quarterly dividend of $0.80 per share, up $0.10, payable May 26, 2026 to holders of record on May 15, 2026.
SkyWest reported first quarter 2026 revenue of $1.0 billion, up 7% from a year earlier, and net income of $102 million, or $2.50 per diluted share, compared with $101 million, or $2.42, in Q1 2025. Operating income fell to $124 million from $139 million as operating expenses rose 10%, and the net income figure included a $12 million discrete tax benefit.
Revenue was $1.0 billion, up $65 million, or 7%, from $948 million in Q1 2025.
Operating expenses rose $80 million, or 10%, to $889 million; operating income was $124 million versus $139 million a year earlier.
Net income included a $12 million discrete income tax benefit, or $0.29 per diluted share.
SkyWest repurchased 783,000 shares for $75 million in Q1 2026, leaving $138 million of remaining authorization as of March 31, 2026.
Robert Half reported first-quarter 2026 revenue of $1.300 billion, down from $1.352 billion a year earlier, and net income of $14 million, or $0.14 per share, versus $17 million, or $0.17 per share. Management said revenue fell 6% on an adjusted basis and that talent solutions posted a second straight quarter of positive sequential growth on a same-day constant currency basis. The release does not include an updated full-year outlook, so shareholders get no new forward-looking figures from this filing.
Revenue was $1.300 billion for the quarter ended March 31, 2026, versus $1.352 billion a year earlier, a 4% decline on a reported basis and 6% on an adjusted basis.
Net income was $14 million ($0.14 per diluted share), compared with $17 million ($0.17 per share) in the first quarter of 2025.
Protiviti revenue was $466 million, down from $477 million, and total talent solutions revenue was $725 million, down from $763 million.
City Holding Company reported first-quarter 2026 net income of $31.7 million, or $2.20 per diluted share, up from $30.3 million and $2.06 per share in the first quarter of 2025. Net interest income fell 1.6% from the fourth quarter of 2025, but non-interest income rose year over year and the net interest margin improved to 3.97%, so the headline earnings measures improved for shareholders.
Q1 2026 net income $31.7 million and diluted EPS $2.20, versus $2.18 in Q4 2025 and $2.06 in Q1 2025
Net interest income $59.6 million, down about $1.0 million (1.6%) from Q4 2025; net interest margin rose to 3.97% from 3.94%
Non-interest expenses rose 4.6% year over year to $39.4 million; non-interest income rose to $19.6 million from $18.7 million
Board approved a $0.87 quarterly dividend payable April 30, 2026, and a new buyback of up to 1,000,000 shares authorized March 25, 2026
Tootsie Roll Industries reported first quarter 2026 net sales of $149.5 million, up 2% from $146.5 million a year earlier, while net earnings fell to $17.7 million from $18.1 million. Earnings per share were $0.24 in both periods, and the company said higher cocoa and chocolate costs weighed on gross profit margins.
Net sales rose $3.0 million, or 2%, to $149.5 million in the quarter ended March 31, 2026.
Net earnings were $17.7 million versus $18.1 million; earnings per share held at $0.24 in both years.
The effective income tax rate was 25.1% compared with 21.6% a year earlier, reflecting non-deductible deferred compensation.
Management expects lower cocoa and chocolate costs to appear in late 2026 and into 2027.
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