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).
Medtronic said an unauthorized third party accessed data in certain of its corporate IT systems and that it has contained the incident with outside cybersecurity experts. The company said it has found no impact to products, patient safety, manufacturing, financial reporting systems or its ability to meet patient needs, and does not currently expect a material effect on its business or financial results.
Unauthorized party accessed data in certain Medtronic corporate IT systems; disclosed April 24, 2026.
Company has identified no impact to products, patient safety, manufacturing and distribution, or financial reporting systems.
Medtronic is working to identify any personal information that may have been accessed and will notify individuals as needed.
Company does not currently expect a material impact on its business or financial results.
Heartland Express reported unaudited first-quarter 2026 results, with operating revenue of $176.3 million, down from $219.4 million a year earlier. The net loss narrowed to $4.8 million, or $0.06 per share, from $13.9 million, or $0.18 per share, as operating ratio improved to 101.9% from 106.8%. The company also fully retired its Smith Transport acquisition-related debt and equipment leases, leaving $149.9 million of acquisition-related debt and finance lease obligations.
Operating revenue fell to $176.3 million from $219.4 million in Q1 2025.
Net loss was $4.8 million, or $0.06 per share, versus $13.9 million, or $0.18 per share, a year earlier.
Operating ratio improved to 101.9% from 106.8%; non-GAAP adjusted operating ratio was 101.3%.
Smith Transport acquisition-related debt and equipment leases were fully retired as of March 31, 2026.
Hornbeck Offshore Services and Helix Energy Solutions Group signed a merger agreement on April 22, 2026, under which Hornbeck becomes a subsidiary of Helix and the combined company takes the Hornbeck name and stays listed on the NYSE. Hornbeck shareholders would own about 55% of the combined company on a fully diluted basis, and each Hornbeck share would convert into 10.27167 shares of the combined company. Closing depends on conditions including approval by Helix shareholders and regulatory clearances.
Merger Agreement dated April 22, 2026, among Helix Energy Solutions Group, Hornbeck Offshore Services and related subsidiaries
Each Hornbeck common share converts into 10.27167 shares of Helix common stock at the effective time
Hornbeck shareholders would own about 55% and Helix shareholders about 45% of the combined company, fully diluted
Majority of Hornbeck stockholders adopted the merger agreement by written consent; closing requires Helix shareholder approval, an effective Form S-4, and HSR antitrust waiting period expiration
JATT II Acquisition Corp., a blank check company, closed its initial public offering of 6,000,000 ordinary shares at $10.00 per share on April 20, 2026, raising $60 million in gross proceeds, and a $3 million private placement to its sponsor closed at the same time. The full $60 million was deposited in a trust account for public shareholders, and the company has 24 months from the offering closing to complete a business combination, with no target selected yet.
IPO: 6,000,000 ordinary shares at $10.00 per share, $60 million gross proceeds, closed April 20, 2026
Private placement: 300,000 shares sold to JATT Ventures II L.P. for $3 million
Trust account: $60 million held with Continental Stock Transfer & Trust Company as trustee; redemption value $10.00 per public share
Underwriters hold a 45-day option to buy up to 900,000 additional shares at $10.00 per share
Equifax entered into a Fourth Amendment to its credit agreement on April 23, 2026, increasing its unsecured revolving credit facility from $1.5 billion to $2 billion. The amendment also extends the termination date for $1.9 billion of commitments to August 25, 2029, giving the company more borrowing capacity and a longer maturity profile for most of that facility.
Revolving credit commitments increased from $1.5 billion to $2 billion
Swingline loan availability increased from $150 million to $200 million
$1.9 billion of commitments extended from August 25, 2028 to August 25, 2029; remaining $100 million still due August 25, 2028
The 10 basis point credit spread adjustment on Term SOFR borrowings was removed
Gaming and Leisure Properties reported first-quarter 2026 total revenue of $420.0 million, up 6.3% from a year earlier, and net income of $239.4 million, or $0.82 per diluted share, compared with $0.60 a year earlier. The company raised its 2026 AFFO per share guidance to $4.08 to $4.12 from $4.06 to $4.11, which points to higher expected cash earnings for shareholders.
Total revenue was $420.0 million for the three months ended March 31, 2026, versus $395.2 million a year earlier.
Net income was $239.4 million, or $0.82 per diluted share, versus $170.4 million, or $0.60 per diluted share, a year earlier.
2026 AFFO guidance is now $1.212 billion to $1.223 billion, or $4.08 to $4.12 per diluted share and OP/LTIP units, up from $4.06 to $4.11.
Financial leverage was 5.0x net debt to adjusted EBITDA as of March 31, 2026, the low end of the company's 5.0x to 5.5x target range.
Intel's Chief Accounting Officer and principal accounting officer, Scott Gawel, resigned effective immediately on April 24, 2026, to pursue another career opportunity. CFO David Zinsner has taken on the principal accounting officer role in addition to his existing duties, so one executive now covers both functions.
Scott Gawel resigned as principal accounting officer effective April 24, 2026, to pursue another career opportunity.
David A. Zinsner, EVP and CFO, now also serves as principal accounting officer.
The filing does not describe any change to financial results or guidance.
Park National reported first-quarter 2026 net income of $41.7 million, down 1.1% from a year earlier, and diluted earnings per share of $2.39, down from $2.60. Net interest income rose 20.5% to $125.8 million after the February 1, 2026 First Citizens merger, but the quarter included $15.5 million in merger-related expenses.
Net income $41.7 million vs. $42.2 million in Q1 2025; diluted EPS $2.39 vs. $2.60
Net interest income $125.8 million, up 20.5% from $104.4 million
Pre-tax, pre-provision net income $54.3 million, up 4.6%
Quarterly dividend of $1.10 per share declared, payable June 10, 2026, to holders of record May 15, 2026
Ultra Clean Holdings entered into a Tenth Amendment to its credit agreement on April 23, 2026, refinancing $250 million of revolving credit commitments and extending the revolving facility's maturity to April 23, 2031. The amendment sets financial covenants that the company must meet at each fiscal quarter-end, including a maximum secured net leverage ratio and a minimum cash interest coverage ratio.
Amendment dated April 23, 2026 refinances revolving credit commitments totaling $250 million
Revolving facility maturity extended to April 23, 2031
Maximum Consolidated Secured Net Leverage Ratio of 3.25 to 1.00, or 3.75 to 1.00 after a Material Acquisition; minimum Cash Interest Coverage Ratio of 3.00 to 1.00
Letter of credit issuance capacity up to $50 million; agreement is led by Barclays Bank PLC as administrative agent
Kevin McGurn resigned as Chief Executive Officer and director of Yorkville Acquisition Corp. effective immediately, and the company said the resignation was not due to any dispute with the company. The board appointed Chief Financial Officer Troy Rillo as CEO on April 22, 2026, and he will keep the CFO role, so one executive now holds both positions.
Kevin McGurn resigned as CEO and director effective immediately, notified the board on April 22, 2026
Troy Rillo appointed CEO by the board on April 22, 2026, effective immediately, and continues as CFO
Rillo has been CFO since August 2025 and is a partner at Yorkville Advisors, an affiliate of the company's sponsor
The filing states no new compensation arrangement was made in connection with the appointment
Texas Community Bancshares reported unaudited net income of $836,000 for the first quarter ended March 31, 2026, up 30.0% from $643,000 a year earlier. Net interest margin widened to 3.49% from 3.24%, while noninterest expense rose 8.2%, so the earnings gain came from higher interest margin and noninterest income.
Net income was $836,000 for the three months ended March 31, 2026, compared with $643,000 a year earlier.
Net interest income rose $103,000, or 3.1%, to $3.4 million, and net interest margin rose to 3.49% from 3.24%.
Noninterest expense increased $240,000, or 8.2%, to $3.2 million, mainly due to costs tied to a foreclosed multifamily property and technology spending.
Total deposits were $332.0 million at March 31, 2026, and nonperforming assets were $11.2 million, or 2.60% of total assets.
Procter & Gamble reported third-quarter fiscal 2026 results with organic sales up 3% and core earnings per share up 3% to $1.59, while currency-neutral core EPS was flat at $1.54. The company maintained its fiscal 2026 guidance, including core EPS growth of 0% to 4%, though core operating margin fell 80 basis points to 22.2%.
Organic sales grew 3%, with volume up 2% and pricing up 1%; diluted EPS was $1.63 versus $1.54 a year earlier.
Core gross margin was 50.0%, down 100 basis points, and core operating margin was 22.2%, down 80 basis points.
FY 2026 guidance was maintained: organic sales growth of 0% to 4%, core EPS growth of 0% to 4%, and all-in EPS growth of 1% to 6%.
Clorox bought P&G's minority interest in the Glad joint venture for $476 million, producing an after-tax gain of $261 million that was excluded from core EPS.
Moog reported fiscal second quarter 2026 net sales of $1.05 billion, up 13% from $934 million a year earlier, with diluted earnings per share of $2.55 versus $1.71. The company raised its fiscal 2026 adjusted diluted earnings per share guidance to $10.60 from $10.20 and also declared a $0.30 per share quarterly dividend.
Q2 net sales $1.05 billion vs. $934 million; diluted EPS $2.55 vs. $1.71
Adjusted diluted EPS $2.64 vs. $1.88; free cash flow $98 million vs. $2 million
FY2026 adjusted diluted EPS guidance raised to $10.60 from $10.20; adjusted operating margin and free cash flow conversion guidance reaffirmed
Quarterly dividend of $0.30 per share payable May 21, 2026 to holders of record May 12, 2026
Apogee Enterprises reported fourth-quarter fiscal 2026 net sales up 1.6% to $351.4 million and diluted EPS of $0.78, versus $0.11 a year earlier. For the full year, net sales rose 3.2% to $1.40 billion, but diluted EPS fell to $2.52 from $3.89 and adjusted diluted EPS fell to $3.47 from $4.97. The company also guided fiscal 2027 net sales to $1.38 billion to $1.43 billion and adjusted diluted EPS to $2.70 to $3.25, a range below the fiscal 2026 adjusted figure.
Q4 net sales $351.4 million, up 1.6%; diluted EPS $0.78 vs. $0.11; adjusted diluted EPS $0.92 vs. $0.89
Full-year net sales $1.40 billion, up 3.2%, including $65.3 million from the UW Solutions acquisition
Full-year operating income $84.5 million vs. $118.1 million; adjusted EBITDA $167.3 million vs. $192.7 million
Fiscal 2027 outlook: net sales $1.38 billion to $1.43 billion; adjusted diluted EPS $2.70 to $3.25
Tompkins Financial reported first quarter 2026 diluted earnings per share of $1.82 and net income of $26.1 million, both up about a third from a year earlier, which the company called a record first quarter. Results were far below the fourth quarter of 2025, which included income from the sale of Tompkins Insurance Agencies. The board also declared a $0.67 per share dividend payable May 15, 2026.
Diluted EPS of $1.82 for Q1 2026, up 32.8% from $1.37 in Q1 2025 and down from $6.70 in Q4 2025
Net income of $26.1 million, up 32.5% year over year; Q4 2025 included the sale of Tompkins Insurance Agencies
Net interest margin of 3.57%, up from 2.98% in Q1 2025; net interest income of $71.9 million, up 26.8%
Dividend of $0.67 per share declared April 23, 2026, payable May 15, 2026, to holders of record May 8, 2026
Marathon Bancorp, Inc. (Nasdaq: MBBC) adopted a stock repurchase program for up to 146,931 shares, or approximately 5.0% of its current outstanding common stock. Repurchases are expected to begin after the company publicly releases its results for the three and nine months ended March 31, 2026. The company is not obligated to buy any particular number of shares and may suspend or modify the program at any time.
Program covers up to 146,931 shares, approximately 5.0% of current outstanding shares
Repurchases expected to commence after release of results for the three and nine months ended March 31, 2026
First stock repurchase program since the second step conversion and stock offering completed in April 2025
Shares may be bought in open market or private transactions, block trades, or under a Rule 10b5-1 trading plan
Universal Health Services entered into an amendment on April 22, 2026 that adds up to $900 million of new borrowing capacity under its senior secured credit facility, including a $400 million delayed draw term loan the company says it intends to use to fund its previously announced acquisition of Talkspace, Inc. The new debt is secured on an equal basis with the company's senior secured notes, and the filing also adds subsidiary guarantors to the related indentures.
New incremental revolving facility of $200 million, available from April 22, 2026 through September 26, 2029
New $300 million tranche A term loan maturing September 26, 2029, with amortization starting September 30, 2026
New $400 million delayed draw term loan, intended to fund the Talkspace, Inc. acquisition
Norfolk Southern reported first-quarter 2026 results on April 24, 2026. Reported diluted earnings per share fell 27% to $2.43, and income from railway operations fell 23% to $877 million, reflecting a $185 million Eastern Ohio incident recovery in the prior-year quarter and $52 million in merger-related expenses. Excluding those items, adjusted EPS was $2.65, down 1%, and revenue was flat at $3.0 billion.
Railway operating revenues were $3.0 billion, up $5 million, or flat, on a 1% volume decline.
Income from railway operations was $877 million, down $269 million, or 23%; operating ratio was 70.7% versus 61.7% a year earlier.
Diluted EPS was $2.43 versus $3.31 in the first quarter of 2025; adjusted diluted EPS was $2.65 versus $2.69.
The company did not repurchase any shares in the first quarter of 2026, compared with $250 million of repurchases in the same period of 2025.
Alpha Metallurgical Resources reported preliminary first-quarter 2026 results showing a net loss of $11.0 million, or $0.86 per diluted share, and Adjusted EBITDA of $30.0 million. The company attributed the results to a planned month-long outage at Dominion Terminal Associates, higher costs, and elevated diesel prices, and said consensus expectations did not reflect these factors. Shareholders will get definitive results on May 8, 2026, and the figures remain preliminary and subject to change.
Net loss of $11.0 million, or $0.86 per diluted share, for the quarter ended March 31, 2026
Adjusted EBITDA of $30.0 million; Met segment sold 3.6 million tons at $124.39 per ton realization versus $107.98 per ton cost of coal sales
Cash and cash equivalents of $317.2 million and total liquidity of $476.2 million as of March 31, 2026, with no borrowings under the ABL
Definitive first-quarter results and conference call scheduled for May 8, 2026
First Hawaiian reported first-quarter 2026 net income of $67.8 million, or $0.55 per diluted share, down from $69.9 million ($0.56) in the prior quarter but up from $59.2 million ($0.47) a year earlier. Net interest income and noninterest income both declined from the prior quarter, while loans and deposits grew. The board also declared a $0.26 quarterly dividend.
Net income $67.8 million, or $0.55 per diluted share, versus $69.9 million ($0.56) in the prior quarter and $59.2 million ($0.47) a year earlier
Net interest income $167.5 million, down $2.8 million from the prior quarter; net interest margin 3.19%, down 2 basis points
Total loans and leases up $128.3 million and total deposits up $261.7 million from December 31, 2025; provision for credit losses $5.0 million
Quarterly dividend of $0.26 per share, payable May 29, 2026, to stockholders of record on May 18, 2026
Gentex reported first-quarter 2026 consolidated net sales of $675.4 million, up 17% from $576.8 million a year earlier, with $88.6 million coming from the VOXX business it acquired. GAAP earnings were $0.46 per diluted share, up from $0.42, and the company raised its 2026 consolidated revenue guidance to $2.65 billion to $2.75 billion while keeping its gross margin outlook unchanged. The filing also flags tariff and commodity cost pressures and possible but unrecognized IEEPA tariff refunds.
Q1 2026 GAAP net income attributable to Gentex was $98.5 million, or $0.46 per diluted share, versus $94.9 million, or $0.42, in Q1 2025
2026 consolidated revenue guidance raised to $2.65 billion to $2.75 billion from $2.60 billion to $2.70 billion; gross margin guidance of 34% to 35% unchanged
Core Gentex net sales were $586.8 million; the company repurchased 3.3 million shares for $71.6 million in the quarter
Western Union reported first-quarter 2026 GAAP revenue of $983 million, flat from the prior year, while adjusted revenue fell 1%. GAAP diluted EPS dropped to $0.20 from $0.36 as operating margin narrowed to 13% from 18%, and the company reaffirmed its full-year 2026 outlook. For shareholders, the quarter shows lower profit despite growth in Consumer Services and Branded Digital, and the outlook assumes the pending Intermex acquisition closes in the second quarter of 2026.
GAAP revenue of $983 million, flat versus the prior year; adjusted revenue down 1%
GAAP diluted EPS of $0.20 versus $0.36; adjusted EPS of $0.25 versus $0.41
Operating margin of 13% versus 18%; Consumer Services revenue up 24% on a GAAP basis
2026 outlook reaffirmed: GAAP EPS of $1.50 to $1.60, assuming the Intermex deal closes in Q2 2026
SLB reported first-quarter 2026 results on April 24, 2026. Revenue rose 3% year on year to $8.72 billion, helped by the ChampionX acquisition, while diluted EPS fell 14% to $0.50 and EPS excluding charges and credits fell 28% to $0.52. The company cited Middle East conflict disruptions and said its board approved a quarterly dividend of $0.295 per share.
Revenue of $8.72 billion rose 3% year on year but fell 11% sequentially.
GAAP diluted EPS of $0.50 declined 14% year on year; EPS excluding charges and credits of $0.52 declined 28%.
ChampionX contributed $838 million of revenue; excluding that acquisition, revenue decreased 7% year on year.
On April 23, 2026, SLB agreed to acquire S&P Global Energy's geoscience and petroleum engineering software business, expected to close in the second half of 2026 or early 2027.
HCA Healthcare reported first-quarter 2026 revenues of $19.109 billion, up 4.3%, and diluted earnings per share of $7.15, up 10.9% from $6.45 a year earlier. The company reaffirmed its 2026 guidance and declared a quarterly dividend of $0.78 per share, payable June 30, 2026.
Revenues rose 4.3% to $19.109 billion; net income attributable to HCA Healthcare was $1.620 billion, up 0.6%.
Adjusted EBITDA rose 1.9% to $3.802 billion, though its margin fell to 19.9% from 20.4%.
Respiratory-related admissions fell 42%, and a January winter storm hurt volumes; Medicaid supplemental programs not in initial guidance offset much of the impact.
Guidance reaffirmed for 2026, including diluted EPS of $29.10 to $31.50; the company repurchased 3.157 million shares for $1.571 billion in the quarter.
Sensient Technologies reported first-quarter 2026 revenue of $435.8 million, up 11.1% from a year earlier, and diluted earnings per share of $1.04, up from 81 cents. The company raised its 2026 GAAP diluted EPS guidance to $3.70 to $3.90 from $3.60 to $3.80, which benefits shareholders if the results hold.
Q1 2026 revenue rose 11.1% to $435.8 million; local currency revenue rose 7.2%.
Operating income rose 24.7% to $66.7 million; Q1 2025 included $2.9 million of Portfolio Optimization Plan costs.
2026 GAAP diluted EPS guidance raised to $3.70 to $3.90 from $3.60 to $3.80.
Net cash used in operating activities was $13.6 million in Q1 2026, compared with $9.0 million a year earlier.
Procter & Gamble reported fiscal third-quarter 2026 results for the period ended March 31, 2026, with net sales of $21.2 billion, up 7%, and core EPS of $1.59, up 3%. Diluted EPS of $1.63 included a gain from the dissolution of the Glad joint venture, and the company now expects fiscal 2026 EPS toward the lower end of its guidance range, citing higher investment in innovation and demand creation.
Net sales $21.2 billion, up 7%; organic sales up 3%
Diluted EPS $1.63, up 6%, driven by Glad joint venture gain; core EPS $1.59, up 3%
Core operating margin down 80 basis points; fiscal 2026 EPS now expected toward lower end of guidance range
Returned $3.2 billion to shareowners, including $2.5 billion in dividends and over $600 million in buybacks
Charter Communications reported first-quarter 2026 results for the three months ended March 31, 2026. Revenue, net income attributable to Charter shareholders, Adjusted EBITDA and free cash flow all declined year over year, while net income per basic share rose to $9.27 from $8.59 on an 11.4% lower share count after share repurchases.
Total revenue was $13.6 billion, down 1.0% year over year, driven mainly by lower residential video revenue.
Net income attributable to Charter shareholders was $1.2 billion, down 4.4%; Adjusted EBITDA was $5.6 billion, down 2.2%.
Net income per basic share was $9.27 versus $8.59, helped by an 11.4% decrease in basic weighted average shares.
Internet customers fell by 120,000 in the quarter, while total mobile lines rose by 368,000 to 12.1 million; the company repurchased 4.3 million shares for $963 million.
On April 22, 2026, Accenture and certain subsidiaries entered two new unsecured revolving credit agreements totaling $8.1 billion, with Bank of America as administrative agent. The new facilities replace the prior $5.5 billion revolving credit facility, which was terminated the same day, and raise the commercial paper program ceiling to $8.1 billion. The filing describes this as a refinancing of existing borrowing capacity rather than a change in business operations.
Trane Technologies entered a new $1.5 billion senior unsecured revolving credit agreement dated April 23, 2026, with a term through April 23, 2031. The company terminated its $1 billion facility from 2022, which was set to expire April 25, 2027, and will use the new facility to repay amounts outstanding under it, for working capital, commercial paper support and general corporate purposes.
New $1.5 billion senior unsecured revolving credit agreement, maturing April 23, 2031
Replaces $1 billion revolving credit agreement from April 25, 2022, terminated effective April 23, 2026
Proceeds may fund working capital, commercial paper programs, general corporate purposes and repayment of 2022 facility amounts
All obligations guaranteed on a senior basis by the Guarantors, including Trane Technologies plc
Flagstar Bank reported first quarter 2026 net income attributable to common stockholders of $13 million, or $0.03 per diluted share, down from $0.05 in the fourth quarter of 2025 but up from a loss of $108 million, or $0.26 per share, a year earlier. Total revenues fell 11% from the prior quarter, while the bank cut adjusted operating expenses 5% and grew commercial and industrial loans 9%.
GAAP net income to common stockholders was $13 million, or $0.03 per diluted share, versus $21 million, or $0.05, in Q4 2025 and a $108 million loss, or $0.26, in Q1 2025.
Adjusted net income to common stockholders was $20 million, or $0.04 per diluted share, excluding a $9 million fair value loss on the Figure Technology Solutions investment.
Total revenues were $498 million, down 11% from $557 million in Q4 2025 and up 2% from $490 million in Q1 2025.
C&I loans rose $1.4 billion, or 9%, to $16.6 billion, and the CET1 capital ratio increased to 13.24% from 12.83% at December 31, 2025.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.