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).
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.
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.
OP Bancorp reported first quarter 2026 net income of $7.2 million, or $0.48 diluted EPS, up from $7.0 million and $0.47 in the prior quarter, on revenue of $24.6 million. The company also declared a quarterly cash dividend of $0.14 per share, a 17% increase from $0.12, which shareholders may find meaningful for income.
Q1 2026 net income $7.2 million vs. $7.0 million in Q4 2025 and $5.6 million in Q1 2025
Diluted EPS $0.48, compared with $0.47 in Q4 2025 and $0.37 in Q1 2025
Quarterly dividend of $0.14 per share, up from $0.12, payable May 21, 2026 to holders of record May 7, 2026
Nonperforming loans rose to $18.3 million from $14.1 million, mainly from a single $4.1 million CRE relationship
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.
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.
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
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
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
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.
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.
Magyar Bancorp reported net income of $3.0 million for the three months ended March 31, 2026, up 13% from $2.7 million a year earlier, and $6.2 million for the six months, up 29%. The company also declared a quarterly cash dividend of $0.10 per share, payable May 21, 2026 to holders of record on May 7, 2026.
Three-month basic EPS was $0.49 versus $0.43 a year earlier; diluted EPS was $0.48 versus $0.43.
Net interest margin rose 35 basis points to 3.66% for the quarter, driven by higher net interest income.
Other income fell 32.4% to $857 thousand for the quarter, mainly from lower SBA 7(a) loan sale gains.
Quarterly dividend of $0.10 per share: record date May 7, 2026; payment date May 21, 2026.
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
Pool Corporation reported first-quarter 2026 results on April 23, 2026, with net sales up 6% to $1.1 billion and operating income up 7% to $82.6 million. The company confirmed its full-year 2026 diluted EPS guidance of $10.87 to $11.17, which shareholders will watch as the peak pool season begins.
Net sales increased 6% to $1.1 billion; operating income rose 7% to $82.6 million.
Diluted EPS was $1.45, up 2% from $1.42; excluding ASU 2016-09 tax benefits, EPS rose 8% to $1.43 from $1.32.
Net income was $53.2 million versus $53.5 million a year earlier; gross margin fell 20 basis points to 29.0%.
Full-year 2026 diluted EPS guidance of $10.87 to $11.17 was confirmed.
Union Pacific reported first quarter 2026 net income of $1.7 billion, or $2.87 per diluted share, up from $1.6 billion, or $2.70 per diluted share, a year earlier. Operating revenue rose 3% to $6.2 billion and the reported operating ratio improved to 60.5%. The company affirmed its 2026 outlook, including mid-single-digit reported EPS growth, and results include $36 million of merger costs.
Net income of $1.7 billion and diluted EPS of $2.87, versus $1.6 billion and $2.70 in Q1 2025; adjusted diluted EPS was $2.93
Operating revenue of $6.2 billion, up 3%; freight revenue up 4% to $5.9 billion
Reported operating ratio of 60.5%, a 20 basis point improvement; merger costs of $36 million, or $0.06 per diluted share
2026 outlook affirmed, including reported EPS growth of mid-single digits and a $3.3 billion capital plan
Dime Community Bancshares reported first-quarter 2026 net income available to common stockholders of $32.8 million, or $0.75 per diluted share, up from $30.0 million, or $0.68, in the fourth quarter of 2025 and $19.6 million, or $0.45, in the first quarter of 2025. Net interest margin widened to 3.21%, and the company said it redeemed all $40 million of its 2030 subordinated debentures on March 30, 2026.
Net income available to common stockholders was $32.8 million, or $0.75 per diluted share, for the quarter ended March 31, 2026.
Net interest margin was 3.21%, compared with 3.11% in the fourth quarter of 2025 and 2.95% in the first quarter of 2025.
Total deposits were $12.60 billion at March 31, 2026, up from $11.61 billion a year earlier, while total deposits were $12.84 billion at December 31, 2025.
The company redeemed at par on March 30, 2026 all $40 million of its outstanding Fixed/Floating Subordinated Debentures due 2030.
NextEra Energy reported first-quarter 2026 results on April 23, 2026. Adjusted earnings rose to $2.275 billion, or $1.09 per share, from $2.038 billion, or $0.99 per share, a year earlier, and GAAP net income attributable to the company was $2.182 billion, or $1.04 per share, compared with $833 million, or $0.40 per share. The company kept its 2026 adjusted EPS range of $3.92 to $4.02 and said it is targeting the high end, so shareholders see earnings growth on track with the prior outlook.
Adjusted EPS was $1.09 versus $0.99 in Q1 2025; GAAP EPS was $1.04 versus $0.40.
Operating revenues were $6.701 billion versus $6.247 billion a year earlier.
FPL net income was $1.462 billion ($0.70 per share) versus $1.316 billion ($0.64 per share).
2026 adjusted EPS guidance of $3.92 to $4.02 is unchanged, with the company targeting the high end.
S&T Bancorp reported net income of $35.1 million, or $0.94 diluted earnings per share, for the first quarter of 2026. That is up from $34.0 million and $0.89 in the fourth quarter of 2025, and from $33.4 million and $0.87 in the first quarter of 2025. Net interest margin fell to 3.92% from 3.99%, while net loan charge-offs dropped to $1.7 million from $11.0 million, and the company repurchased 1,146,100 shares for $49.6 million.
Net income was $35.1 million, compared with $34.0 million in Q4 2025 and $33.4 million in Q1 2025.
Diluted EPS was $0.94, up $0.05 from Q4 2025 and $0.07 from Q1 2025.
Net interest margin was 3.92%, down from 3.99% in Q4 2025.
Share repurchases totaled 1,146,100 shares for $49.6 million; $50.4 million remained under the program at March 31, 2026.
Nasdaq reported first-quarter 2026 results on April 23, 2026. Net revenue rose 14% to $1.4 billion, GAAP diluted EPS rose 33% to $0.91, and non-GAAP diluted EPS rose 22% to $0.96. The company also updated its 2026 non-GAAP operating expense guidance to a range of $2.485 billion to $2.545 billion and declared a quarterly cash dividend.
Net revenue was $1.4 billion, up 14% (13% organic); Financial Technology revenue was $517 million, up 20%.
GAAP diluted EPS was $0.91, up 33%; non-GAAP diluted EPS was $0.96, up 22%.
In the first quarter, Nasdaq returned $153 million through dividends and $548 million through share repurchases; $2.9 billion remained under the buyback authorization as of March 31, 2026.
2026 non-GAAP operating expense guidance was updated to $2.485 billion to $2.545 billion; non-GAAP tax rate guidance of 22.5% to 24.5% was maintained.
West Bancorporation reported first quarter 2026 net income of $10.6 million, or $0.61 per diluted share, up from $7.8 million, or $0.46 per share, a year earlier and from $7.4 million, or $0.43 per share, in the fourth quarter of 2025. The board also declared a regular quarterly dividend of $0.25 per share, payable May 20, 2026, to holders of record on May 6, 2026.
Q1 2026 net income was $10.6 million, or $0.61 per diluted share, compared with $7.8 million, or $0.46, in Q1 2025 and $7.4 million, or $0.43, in Q4 2025.
Net interest margin was 2.59 percent, up from 2.47 percent in Q4 2025 and 2.28 percent in Q1 2025, primarily due to a lower cost of deposits.
Total deposits fell $133.5 million, or 3.8 percent, from December 31, 2025, while loans decreased $10.1 million, or 0.3 percent, in the quarter.
The quarterly dividend is $0.25 per common share, payable May 20, 2026, to stockholders of record on May 6, 2026.
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.
Altisource Portfolio Solutions reported first quarter 2026 results on April 23, 2026. Service revenue rose 10% to $45.1 million, and the net loss attributable to Altisource narrowed to $0.6 million from $5.3 million a year earlier, lifting diluted loss per share to $(0.06) from $(0.74). Adjusted EBITDA fell 15% to $4.4 million, and the company did not provide guidance in the filing.
Service revenue was $45.1 million, up $4.2 million, or 10%, from the first quarter of 2025.
Net loss attributable to Altisource was $0.6 million, compared with $5.3 million a year earlier; diluted loss per share was $(0.06), compared with $(0.74).
Adjusted EBITDA was $4.4 million, down 15%, and the margin was 10%, compared with 13% a year earlier, which the company attributed largely to revenue mix.
Cash provided by operating activities was $4.5 million, compared with cash used of $5.0 million a year earlier; cash and cash equivalents ended the quarter at $30.3 million.
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.
American Airlines reported first-quarter 2026 revenue of $13.9 billion, up 10.8% from a year earlier, and a GAAP net loss of $382 million, or $0.58 per diluted share, narrowed from $473 million, or $0.72 per share, in the prior-year quarter. The company also gave second-quarter and full-year 2026 adjusted per-share earnings guidance, which it says reflects more than a $4 billion increase in expense from higher jet fuel prices.
Total operating revenues were $13.9 billion, up from $12.55 billion; the company estimated a $320 million revenue impact from winter storms.
GAAP net loss was $382 million, or $0.58 per diluted share, versus a net loss of $473 million, or $0.72 per share, in Q1 2025.
Total debt ended the quarter at $34.7 billion, the lowest since mid-2015, with $10.8 billion in liquidity.
Q2 2026 adjusted EPS is guided to ($0.20) to $0.20; full-year 2026 adjusted EPS is guided to ($0.40) to $1.10.
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.
American Express reported first-quarter 2026 net income of $3.0 billion, up 15% from a year earlier, and diluted EPS of $4.28, up 18%. Total revenues net of interest expense rose 11% to $18.9 billion, and the company reaffirmed its full-year 2026 revenue growth of 9 to 10 percent and EPS guidance of $17.30 to $17.90.
Q1 2026 total revenues net of interest expense: $18.9 billion, up 11% (10% FX-adjusted)
Diluted EPS $4.28 vs. $3.64 a year earlier; net income $2.971 billion vs. $2.584 billion
Consolidated expenses rose 11% to $13.9 billion; provisions for credit losses were $1.3 billion vs. $1.2 billion
Company reaffirmed 2026 EPS guidance of $17.30 to $17.90 and said it decided to increase investments in marketing and technology
Hasbro released preliminary first-quarter 2026 results for the period ended March 29, 2026, showing revenue of approximately $970 million to $985 million and operating profit of approximately $235 million to $245 million, both up from the prior year. The company reiterated its full-year 2026 guidance and said an unauthorized network access incident did not affect first-quarter results, though it expects some second-quarter revenue and profit impact from order and shipping delays.
Preliminary Q1 2026 revenue of approximately $970 million to $985 million, up 9-11% versus last year
Preliminary Q1 2026 operating profit of approximately $235 million to $245 million, up 38-44%; adjusted operating profit of approximately $250 million to $260 million, up 12-17%
Full-year 2026 guidance reiterated, including adjusted EBITDA of $1.40 billion to $1.45 billion
Full first-quarter results and conference call scheduled for May 20, 2026; the company expects some second-quarter revenue and profit impact from the network access incident
Dover reported first-quarter 2026 results for the period ended March 31, with revenue of $2.1 billion, up 10% (5% organic). GAAP diluted EPS from continuing operations was $1.76, up 2%, while adjusted diluted EPS was $2.28, up 11%. The company reiterated 2026 GAAP EPS guidance of $8.92 to $9.12 and adjusted EPS guidance of $10.45 to $10.65.
Revenue of $2.1 billion rose 10%, including 5% organic growth, for the quarter ended March 31, 2026
GAAP earnings from continuing operations were $239 million, flat with the prior-year quarter; GAAP diluted EPS was $1.76, up 2%
Adjusted earnings from continuing operations were $309 million, up 9%; adjusted diluted EPS was $2.28, up 11%
2026 guidance: GAAP EPS of $8.92 to $9.12 and adjusted EPS of $10.45 to $10.65, on revenue growth of 5% to 7%
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.
Blackstone reported first-quarter 2026 results on April 23, 2026. GAAP net income attributable to Blackstone Inc. was $650 million, or $0.83 per diluted share, up from $615 million, or $0.80 per share, a year earlier, and total revenues rose to $3.62 billion from $3.29 billion. The company also declared a quarterly dividend of $1.16 per share, payable May 11, 2026, to holders of record on May 4, 2026.
Total revenues were $3.62 billion in Q1 2026, up from $3.29 billion in Q1 2025.
Distributable Earnings were $1.8 billion, or $1.36 per share, compared with $1.4 billion, or $1.09 per share, a year earlier.
Fee Related Earnings were $1.5 billion, or $1.26 per share, up from $1.26 billion, or $1.03 per share.
Principal Investments revenue was a loss of $242 million, compared with income of $344 million in Q1 2025.
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.
Strategic Education reported first quarter 2026 results for the period ended March 31, 2026. Revenue rose 0.8% to $305.9 million and diluted earnings per share rose to $1.48 from $1.24, but U.S. Higher Education revenue fell 3.8% and the company's constant currency revenue declined 1.0%.
Revenue rose 0.8% to $305.9 million from $303.6 million a year earlier; on a constant currency basis, revenue fell 1.0% to $300.4 million.
Diluted EPS was $1.48 versus $1.24; net income was $32.8 million versus $29.7 million.
Education Technology Services revenue rose 21.0% to $41.5 million, while U.S. Higher Education revenue fell 3.8% to $212.6 million.
The board declared a quarterly dividend of $0.60 per share, payable June 1, 2026, to holders of record as of May 22, 2026.
Snap-on reported first-quarter 2026 results for the period ended April 4, 2026. Net sales rose 5.8% to $1,207.2 million and net earnings attributable to the company rose to $247.0 million, or $4.69 per diluted share, from $240.5 million, or $4.51, a year earlier. Operating earnings before financial services rose, but the operating margin fell to 20.8% from 21.3%, and financial services earnings declined.
Net sales of $1,207.2 million, up $66.1 million or 5.8%, including 3.4% organic growth and $26.9 million of favorable currency translation
Diluted EPS of $4.69 versus $4.51 a year earlier; net earnings attributable to Snap-on of $247.0 million
Operating margin before financial services of 20.8% versus 21.3%; financial services operating earnings of $68.0 million versus $70.3 million
Full-year 2026 effective tax rate expected in the range of 22% to 23%; 2026 capital expenditures expected to approximate $100 million
CenterPoint Energy reported first-quarter 2026 net income of $316 million, or $0.48 per diluted share on a GAAP basis, up from $0.45 a year earlier. Non-GAAP EPS was $0.56, compared with $0.53, and the company reiterated its 2026 non-GAAP EPS guidance range. For shareholders, the filing shows higher earnings and an unchanged full-year outlook, along with an update on industrial load growth in Houston.
Q1 2026 GAAP EPS was $0.48 versus $0.45 in Q1 2025; non-GAAP EPS was $0.56 versus $0.53.
2026 non-GAAP EPS guidance reiterated at least the midpoint of $1.89-$1.91.
12.2 gigawatts of firmly committed industrial load at Houston Electric; 8 gigawatts of data center load expected to be energized by 2029, with 3.5 gigawatts under construction.
Growth and regulatory recovery contributed $0.11 per share, partly offset by $0.04 from higher interest expense and $0.02 from unfavorable weather and usage.
Gentherm reported first-quarter 2026 product revenue of $393.7 million, up 11.3% from a year earlier (7.2% excluding currency effects), and net income of $4.2 million versus a $0.1 million loss in the prior-year quarter. Full-year 2026 guidance was left unchanged, and the company said its planned combination with Modine Performance Technologies remains on track to close by the end of 2026.
Product revenue $393.7 million, up 11.3% from $353.9 million; up 7.2% excluding foreign currency translation
Net income $4.2 million vs. $(0.1) million; GAAP diluted EPS $0.14 vs. $(0.00); adjusted diluted EPS $0.84 vs. $0.51
Adjusted EBITDA $49.3 million (12.5% of revenue) vs. $39.3 million (11.1%); cash flow from operations $(5.0) million vs. $(13.3) million
2026 guidance unchanged: product revenue $1.5 billion to $1.6 billion, adjusted EBITDA $175 million to $195 million
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