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).
Centene reported first quarter 2026 GAAP diluted EPS of $3.11, up from $2.63 a year earlier, and adjusted diluted EPS of $3.37, up from $2.90. The company raised its full-year 2026 adjusted diluted EPS guidance floor to greater than $3.40 and its premium and service revenue guidance by $1.0 billion to a range of $171.0 billion to $175.0 billion, which points to higher expected earnings for shareholders.
Q1 2026 premium and service revenues rose 5% to $44.7 billion, and the health benefits ratio improved to 87.3% from 87.5%.
2026 GAAP diluted EPS guidance floor updated to greater than $2.37; adjusted diluted EPS guidance floor updated to greater than $3.40.
Company reduced debt by $1.0 billion in Q1 2026 through repurchase of 2027 senior notes; total debt was $16.4 billion at March 31, 2026.
Q1 cash flow provided by operations was $4.4 billion; Marketplace membership fell to 3.58 million from 5.63 million a year earlier.
Nucor reported first-quarter 2026 net earnings attributable to stockholders of $743 million, or $3.23 per diluted share, on net sales of $9.50 billion, compared with $378 million and $1.64 per share in the fourth quarter of 2025. The company expects higher consolidated earnings in the second quarter of 2026, with improved earnings across all three operating segments, and its board approved a new $4.00 billion share repurchase program.
Q1 2026 net earnings of $743 million ($3.23 per diluted share), up from $378 million ($1.64) in Q4 2025 and $156 million ($0.67) in Q1 2025
Net sales of $9.50 billion, up from $7.69 billion in Q4 2025 and $7.83 billion in Q1 2025; EBITDA of $1.51 billion
Second-quarter 2026 outlook calls for higher consolidated earnings, with improved earnings in steel mills, steel products and raw materials
About $3.97 billion remained under the $4.00 billion repurchase authorization as of April 4, 2026; quarterly dividend of $0.56 per share payable May 11, 2026
Ventas reported first-quarter 2026 results that improved year over year, with total revenue of $1.66 billion, up from $1.36 billion, and normalized FFO of $0.94 per share, up from $0.86. The company raised its full-year 2026 guidance for per share Attributable Net Income, Nareit FFO and Normalized FFO, and increased its 2026 senior housing investment target to $3 billion.
Q1 2026 Attributable Net Income was $0.11 per diluted share, up from $0.10 a year earlier; Normalized FFO was $0.94, up from $0.86
Full-year 2026 Normalized FFO guidance midpoint rose to $3.86 per share from $3.83; the range is now $3.82 to $3.89
2026 investment volume expectation increased to $3 billion from $2.5 billion; $1.7 billion of senior housing investments closed year to date through April 2026
Net Debt-to-Further Adjusted EBITDA was 5.0x at March 31, 2026, and liquidity was $5.5 billion
Solaris Energy Infrastructure reported first quarter 2026 revenue of approximately $196 million, up 9% from the fourth quarter of 2025, and net income of $32 million, or $0.32 per diluted Class A share, compared with a net loss of $3.5 million in the prior quarter. The company raised its second quarter 2026 Adjusted EBITDA guidance to $83 million to $93 million and signed a third long-term power contract covering over 600 MW.
Q1 2026 revenue of approximately $196 million, up 9% sequentially; Adjusted EBITDA of approximately $84 million, up 22% sequentially
Net income of $32 million and $0.32 per diluted Class A share; adjusted pro forma EPS of $0.44
Q2 2026 Adjusted EBITDA guidance raised to $83 million to $93 million from $76 million to $84 million; Q3 2026 guidance set at $80 million to $95 million
Third long-term power contract signed April 24, 2026, for over 600 MW with a 10-year term; quarterly dividend of $0.12 per share payable June 12, 2026
COPT Defense Properties reported first-quarter 2026 results for the period ended March 31, 2026, in an earnings release furnished as Exhibit 99.1 to an 8-K filed April 27, 2026. Headline measures improved from a year earlier: total revenues were $200.6 million versus $187.9 million, and diluted EPS was $0.34 versus $0.31, with diluted FFO per share at $0.69 versus $0.65.
Total revenues were $200.6 million for the quarter, compared with $187.9 million for the quarter ended March 31, 2025.
Diluted EPS was $0.34, compared with $0.31 a year earlier; diluted FFO per share was $0.69, compared with $0.65.
Diluted AFFO available to common share and unit holders was $65.1 million, compared with $56.0 million a year earlier.
Total Same Property cash NOI rose 5.4% from the same period in the prior year, and total debt fell to $2.55 billion at March 31, 2026 from $2.77 billion at December 31, 2025.
Simpson Manufacturing reported first-quarter 2026 net sales of $588.0 million, up 9.1%, and diluted earnings per share of $2.13, up 15.1% from a year earlier, and reaffirmed its full-year 2026 outlook. CEO Mike Olosky said revenue growth is expected to moderate for the rest of 2026 because of the timing of 2025 price increases and lower volumes.
Net sales of $588.0 million rose 9.1%; income from operations of $114.6 million rose 12.0%.
Diluted EPS was $2.13 versus $1.85 in the first quarter of 2025.
2026 outlook reaffirmed: operating margin of 19.5% to 20.5%, including a projected $10.0 million to $12.0 million gain on sale of vacant land.
Repurchased $50.0 million of common stock in the quarter; about $100.0 million remains under the $150.0 million authorization through December 31, 2026.
Custom Truck One Source (CTOS) reported first-quarter 2026 revenue of $461.6 million, up 9.3% from a year earlier, and Adjusted EBITDA of $98.0 million, up 33.4%. The company narrowed its net loss to $4.1 million and raised its full-year 2026 Adjusted EBITDA guidance to $415 million to $440 million, while reaffirming its 2026 revenue outlook of $2,005 million to $2,120 million.
First-quarter revenue was $461.6 million, up $39.4 million, or 9.3%, from the first quarter of 2025.
Net loss was $4.1 million, compared with a net loss of $17.8 million a year earlier.
Adjusted EBITDA was $98.0 million, up $24.6 million, or 33.4%; the company's 2026 Adjusted EBITDA guidance rose to $415 million to $440 million from $410 million to $435 million.
Consolidated 2026 revenue outlook was reaffirmed at $2,005 million to $2,120 million; the company posted an investor presentation on its website on April 27, 2026.
Amkor reported first-quarter 2026 net sales of $1.68 billion, up 27% from a year earlier but down from $1.89 billion in the fourth quarter of 2025. Net income attributable to Amkor was $83 million, or $0.33 per diluted share, compared with $21 million, or $0.09, a year earlier. The company also gave second-quarter guidance for net sales of $1.75 billion to $1.85 billion and net income of $105 million to $130 million.
Net sales of $1.68 billion, up from $1.32 billion in Q1 2025 and down from $1.89 billion in Q4 2025
Net income attributable to Amkor of $83 million, or $0.33 per diluted share, versus $21 million, or $0.09, in Q1 2025
Q2 2026 guidance: net sales of $1.75 billion to $1.85 billion and $0.42 to $0.52 per diluted share
On April 23, 2026, the Board authorized repurchase of up to $300 million of common stock
Sun Communities reported a first-quarter 2026 net loss attributable to common shareholders of $8.7 million, or $0.07 per diluted share, narrowed from $42.8 million, or $0.34 per share, a year earlier. Core FFO per share was $1.40, up from $1.26, and the company raised its full-year 2026 Core FFO per share guidance by $0.04 to $6.87 to $7.07.
Q1 2026 total revenues were $507.9 million, up 8.0% from $470.2 million in Q1 2025.
North America Same Property NOI rose 6.3% for the quarter, while North America same property occupancy was 98.7%, unchanged from a year earlier.
Full-year 2026 North America Same Property NOI growth guidance was increased to 4.2% to 5.2%.
The company will hold an investor conference call at 11:00 a.m. ET on April 28, 2026.
Cincinnati Financial reported first-quarter 2026 net income of $274 million, or $1.75 per share, compared with a net loss of $90 million, or $0.57 per share, a year earlier. Non-GAAP operating income was $330 million, or $2.10 per share, versus an operating loss of $37 million, and the property casualty combined ratio improved to 95.6% from 113.3%, largely on lower catastrophe losses. Book value per share fell $0.75 from year-end to $101.60.
Net income of $274 million, or $1.75 per share, versus a net loss of $90 million, or $0.57 per share, in Q1 2025; the filing cites an $82 million after-tax decrease in the fair value of equity securities still held.
Non-GAAP operating income of $330 million, or $2.10 per share, versus an operating loss of $37 million, or $0.24 per share, a year earlier, including a $233 million favorable effect from lower after-tax catastrophe losses.
Property casualty combined ratio of 95.6%, improved from 113.3%; net written premiums grew 7%.
Book value per share was $101.60 at March 31, 2026, down $0.75 since year-end; the cash dividend declared was $0.94 per share, up from $0.87.
Northwest Bancshares reported first quarter 2026 net income of $51 million, or $0.34 per diluted share, up $5 million from the prior quarter and up $7 million from a year earlier, when diluted EPS was also $0.34. The board also approved a share repurchase program of up to $50 million over 24 months and declared a $0.20 quarterly dividend.
Q1 2026 GAAP net income of $51 million, or $0.34 per diluted share; adjusted diluted EPS of $0.35 versus $0.33 in Q4 2025
Net interest margin of 3.70%, compared with 3.87% in Q1 2025
New share repurchase program of up to $50 million over 24 months, replacing the program approved December 13, 2012
Quarterly dividend of $0.20 per share, payable May 20, 2026 to shareholders of record May 7, 2026
Brixmor reported first-quarter 2026 net income attributable to the company of $127.8 million, or $0.41 per diluted share, up from $69.7 million, or $0.23 per diluted share, a year earlier, on total revenues of $354.8 million versus $337.5 million. The company raised the low end of its 2026 Nareit FFO per diluted share outlook to $2.34-$2.37 from $2.33-$2.37 and raised same property NOI growth expectations to 4.75%-5.50% from 4.50%-5.50%.
Net income attributable to Brixmor was $0.41 per diluted share for the quarter ended March 31, 2026, versus $0.23 a year earlier, and included a $52.1 million gain on sale of real estate assets.
Nareit FFO was $179.6 million, or $0.58 per diluted share, versus $0.56 a year earlier; same property NOI rose 6.4%.
2026 Nareit FFO per diluted share outlook is $2.34-$2.37, up from $2.33-$2.37; same property NOI growth outlook is 4.75%-5.50%, up from 4.50%-5.50%.
The board declared a quarterly dividend of $0.3075 per share, payable July 15, 2026 to holders of record on July 2, 2026.
Sanmina reported unaudited second-quarter fiscal 2026 revenue of $4.01 billion, up from $1.98 billion a year earlier, and GAAP diluted EPS of $1.70, up from $1.16. The board authorized a $600 million share repurchase program with no expiration date, and the company gave third-quarter revenue guidance of $3.2 billion to $3.5 billion.
Q2 revenue of $4.01 billion compared with $1.98 billion in the year-ago quarter; GAAP diluted EPS of $1.70 versus $1.16; non-GAAP diluted EPS of $3.16 versus $1.41
Q3 fiscal 2026 outlook: revenue of $3.2 billion to $3.5 billion and non-GAAP diluted EPS of $2.55 to $2.85
Fiscal 2026 outlook: revenue of $13.7 billion to $14.3 billion and non-GAAP diluted EPS of $10.75 to $11.35
Free cash flow of $342 million in Q2; the company bought back $160 million of stock in the quarter and exhausted its prior repurchase program as of March 28, 2026
Cadence reported first-quarter 2026 revenue of $1.474 billion, up from $1.242 billion a year earlier, and non-GAAP diluted earnings of $1.96 per share, up from $1.57. The company raised its full-year 2026 revenue outlook to $6.125 billion to $6.225 billion, from a prior range of $5.900 billion to $6.000 billion, and reported a record backlog of $8.0 billion.
Q1 2026 revenue of $1.474 billion vs. $1.242 billion in Q1 2025
Q1 2026 GAAP diluted EPS of $1.23 vs. $1.00; non-GAAP diluted EPS of $1.96 vs. $1.57
FY 2026 revenue outlook raised to $6.125 billion-$6.225 billion from $5.900 billion-$6.000 billion
Quarter-end backlog of $8.0 billion; about $200 million planned for share repurchases in Q2 2026
Public Storage reported first-quarter 2026 net income of $2.71 per share, up 32.8% from $2.04 a year earlier, and Core FFO of $4.22 per share, up 2.4% from $4.12. The company reaffirmed its 2026 guidance, including Core FFO per share of $16.35 to $17.00, and said its pending all-stock acquisition of National Storage Affiliates Trust remains on track to close in the third quarter of 2026.
Net income per share was $2.71 for the quarter ended March 31, 2026, compared with $2.04 a year earlier.
Core FFO per share was $4.22, up $0.10 or 2.4% from $4.12.
2026 guidance was reaffirmed, with Core FFO per share of $16.35 to $17.00 and Same Store net operating income growth of (3.9)% to (0.5)%.
The National Storage Affiliates merger, valued at an enterprise value of approximately $10.5 billion, is expected to close in the third quarter of 2026 subject to NSA shareholder approval.
On April 27, 2026, Ligand Pharmaceuticals agreed to acquire XOMA Royalty Corporation for $39.00 per share in cash plus one contingent value right per share, for a total equity value of approximately $739 million. Ligand raised its 2026 revenue and adjusted EPS guidance at the same time. The deal requires XOMA Royalty stockholder approval and Hart-Scott-Rodino clearance and is expected to close in the third quarter of 2026.
Cash price of $39.00 per share; each CVR entitles holders to a portion of 75% of net proceeds from XOMA's litigation with Janssen Biotech over TREMFYA.
Ligand raised 2026 revenue guidance to $270 million to $310 million (from $245 million to $285 million) and adjusted EPS guidance to $8.50 to $9.50 (from $8.00 to $9.00).
XOMA Royalty must pay a $40,000,000 termination fee in specified circumstances; the merger outside date is January 26, 2027.
Entities affiliated with BVF Partners, holding about 21% of XOMA Royalty common stock, agreed to support the transaction.
ACM Research said preliminary unaudited first-quarter 2026 revenue is expected to be $225 million to $230 million, up 31% to 33% from a year earlier, with total shipments of $233 million to $238 million. The company reaffirmed its full-year 2026 revenue outlook of $1.08 billion to $1.175 billion, which implies 20% to 30% growth, so shareholders get a read on quarterly sales ahead of the full results.
Q1 2026 preliminary unaudited revenue: $225 million to $230 million, up 31% to 33% year over year
Q1 2026 preliminary total shipments: $233 million to $238 million, up 49% to 52% year over year
Full-year 2026 revenue outlook reaffirmed at $1.08 billion to $1.175 billion, up 20% to 30%
Full first-quarter results and outlook to be discussed on an earnings call on May 7, 2026, at 8 a.m. Eastern Time
Verizon reported first-quarter 2026 results on April 27, 2026, with total operating revenue of $34.4 billion, up 2.9 percent, and diluted EPS of $1.20, up 4.3 percent. The company raised its 2026 Adjusted EPS guidance to $4.95 to $4.99, and net unsecured debt rose to $130.1 billion from $110.1 billion at the end of 2025, after the Frontier acquisition closed in January 2026.
Diluted EPS was $1.20, up 4.3 percent; Adjusted EPS was $1.28, up 7.6 percent year-over-year.
Consolidated net income was $5.1 billion, up 3.3 percent, and consolidated adjusted EBITDA was $13.4 billion, up 6.7 percent.
2026 Adjusted EPS guidance was raised to $4.95 to $4.99, or 5.0 to 6.0 percent growth.
Verizon reported 55,000 total postpaid phone net additions in the first quarter, its first positive first-quarter result since 2013.
Lakeland Financial Corporation reported record first-quarter 2026 net income of $26.5 million, up 32% from $20.1 million a year earlier, with diluted earnings per share of $1.04 compared with $0.78. Compared with the fourth quarter of 2025, net income fell 11% from $29.9 million, and the company raised its quarterly dividend to $0.52 per share.
Net income of $26.5 million for the three months ended March 31, 2026, up $6.4 million from $20.1 million a year earlier
Diluted EPS of $1.04, up from $0.78; down from $1.16 in the fourth quarter of 2025
Net interest margin of 3.49%, up 9 basis points from 3.40% a year earlier
Cash dividend of $0.52 per share, up 4% from $0.50; the company repurchased 336,853 shares for $19.2 million in the quarter
Organon agreed on April 26, 2026 to be acquired by Sun Pharma entities in an all-cash merger valued at an enterprise value of $11.75 billion. The $14.00 per share price represents a 103% premium to the closing share price on April 9, 2026, and the deal requires Organon stockholder approval and regulatory clearances.
Organon stockholders would receive $14.00 per share in cash, a 103% premium to the April 9, 2026 closing price
Enterprise value of the deal is $11.75 billion; Sun Pharma plans to fund it with available cash and committed bank financing
The transaction is expected to close in early 2027 and can be terminated if the merger is not completed by January 26, 2027
If completed, Organon shares would be delisted from the New York Stock Exchange
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.