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).
SIM Acquisition Corp. I, a blank check company, entered a non-binding letter of intent on April 26, 2026 to acquire 100% of the equity of American Industrial Technologies, Inc. (AIT), a Nevada telecommunications and logistics company, through a proposed deSPAC business combination. The LOI is not binding on the deal terms, which remain subject to definitive agreements, due diligence, approvals and closing conditions, and the filing states there is no assurance a transaction will be completed.
LOI dated April 26, 2026; 100% of AIT's outstanding equity and equity equivalents would be acquired
Initial 45-day exclusivity period, renewable for one additional 15-day period if negotiations continue in good faith
Only confidentiality, expenses, exclusivity, trust waiver, termination, governing law, jurisdiction, jury waiver and miscellaneous provisions are binding
No financial terms, valuation or purchase price are disclosed in the filing
RENN Fund disclosed that Murray Stahl, its co-portfolio manager and chairman, CEO and chief investment officer of its adviser Horizon Kinetics, died on April 7, 2026. On April 23, 2026, the Board appointed Peter Doyle, a co-portfolio manager, as the Fund's President, CEO and CFO, and added James Davolos to the portfolio management team.
Murray Stahl, co-portfolio manager since 2017, passed away on April 7, 2026.
Board approved officer and portfolio team changes on April 23, 2026.
Peter Doyle, co-founder and co-CEO of Horizon Kinetics, named President, CEO and CFO of the Fund.
James Davolos, portfolio manager and research analyst who joined the firm in 2005, added to the Fund's portfolio management team.
Ashland reported second-quarter fiscal 2026 sales of $482 million, up one percent, but Adjusted EBITDA fell nine percent to $98 million and net income dropped to $16 million from $31 million. The company updated its full-year fiscal 2026 guidance to sales of $1,835 million to $1,870 million and Adjusted EBITDA of $385 million to $400 million, citing a slower-than-expected productivity ramp at its Hopewell facility.
Q2 sales $482 million, up one percent; pricing declined two percent
Q2 Adjusted EBITDA $98 million, down nine percent from $108 million; net income $16 million vs. $31 million
Full-year fiscal 2026 Adjusted EBITDA guidance $385 million to $400 million; sales guidance $1,835 million to $1,870 million
Fiscal 2026 manufacturing optimization savings expectations reduced by approximately $10 million to $12 million
NeoGenomics reported first quarter 2026 revenue of $187 million, up 11% from a year earlier, and a net loss of $17 million, down 34%. The company raised its full-year 2026 revenue guidance to $797 million-$803 million from $793 million-$801 million, while its net loss and Adjusted EBITDA guidance were unchanged.
Q1 2026 revenue was $187 million, up 11%, with Clinical revenue up 14%.
Net loss narrowed to $17 million from $26 million in Q1 2025; Adjusted EBITDA was $9 million, up 27%.
FY 2026 revenue guidance raised to $797 million-$803 million; net loss guidance of $(63) million to $(50) million and Adjusted EBITDA guidance of $55 million-$57 million were unchanged.
Pebblebrook Hotel Trust reported a first-quarter 2026 net loss of $18.4 million, narrower than the $32.2 million loss a year earlier, and raised its 2026 outlook. Same-Property Total Revenues rose 10.2% to $343.8 million, and Adjusted EBITDAre rose 29.5% to $73.3 million, which the company said was $9.3 million above the high end of its outlook. The raised guidance lifts the 2026 Adjusted EBITDAre midpoint by $10.0 million to a range of $336.0 million to $348.0 million, while management said it remains cautious for the rest of the year.
Q1 2026 net loss of $18.4 million vs. $32.2 million in Q1 2025; Adjusted FFO per diluted share $0.32 vs. $0.16
Same-Property Total Revenues $343.8 million, up 10.2%; Same-Property Hotel EBITDA $82.2 million, up 27.6%
2026 outlook as of April 28, 2026: Adjusted EBITDAre $336.0 million to $348.0 million; Adjusted FFO per diluted share $1.60 to $1.70
Q2 2026 outlook: Adjusted FFO per diluted share $0.58 to $0.62; earnings call set for April 29, 2026
Veralto reported first-quarter 2026 sales of $1,422 million, up 6.7% from a year earlier, and GAAP diluted EPS of $1.02 versus $0.90 a year earlier. The company raised its full-year 2026 adjusted EPS guidance to $4.20 to $4.28 from $4.10 to $4.20, which is a positive signal for shareholders, though it also launched a cost program with a $85 million to $105 million charge.
Q1 sales rose 6.7% to $1,422 million, with non-GAAP core sales growth of 1.9%
GAAP net earnings were $254 million, or $1.02 per diluted share; adjusted EPS was $1.07 versus $0.95 a year earlier
Full-year 2026 adjusted EPS guidance raised to $4.20 to $4.28; second-quarter adjusted EPS guidance is $0.96 to $1.00
Year-to-date capital allocation of about $1 billion included about $620 million in acquisitions and $300 million in share repurchases
O-I Glass reported first-quarter 2026 net sales of $1.54 billion, down from $1.57 billion a year earlier, and a net loss attributable to the company of $73 million ($0.48 per share), compared with a loss of $16 million ($0.10 per share) in the prior-year quarter. The company cut its full-year 2026 adjusted EPS guidance to $1.00–$1.50 from $1.65–$1.90, mainly because of higher energy costs and weaker European pricing, which lowers expected earnings for shareholders.
Q1 2026 adjusted EPS was $0.05, down from $0.40 in Q1 2025; Europe segment profit was $0 versus $68 million a year earlier.
Americas segment operating profit was $142 million, roughly flat with $141 million in the prior-year quarter.
2026 adjusted EPS guidance revised to $1.00–$1.50 from $1.65–$1.90; adjusted EBITDA guidance revised to $1,125–$1,225 million from $1,250–$1,300 million.
The company estimates energy-related inflation could reduce 2026 earnings by about $0.40–$0.50 per share versus prior plans.
Northern Oil and Gas reported a first quarter 2026 GAAP net loss of $522.8 million, or $5.31 per share, driven mainly by a non-cash $521.4 million unrealized derivative loss and a $268.3 million non-cash impairment. Oil and gas sales fell to $539.9 million from $577.0 million a year earlier, and Adjusted EBITDA decreased 21% to $342.5 million, though production rose 10% year over year.
GAAP net loss of $522.8 million, or $5.31 per basic and diluted share, compared with net income of $139.0 million in Q1 2025
Adjusted Net Income of $74.7 million, or $0.74 per adjusted diluted share, compared with $133.4 million in Q1 2025
Production averaged 148,303 Boe per day, up 10%, with record natural gas production of 448,444 Mcf per day, up 33%
Board declared a $0.45 per share cash dividend, payable April 30, 2026 to holders of record as of March 30, 2026
ONEOK reported first-quarter 2026 net income of $776 million, up 12% from a year earlier, and diluted earnings of $1.23 per share. The company also raised its 2026 guidance, with adjusted EBITDA now expected between $8.0 billion and $8.5 billion, which matters to shareholders because it signals higher expected earnings for the year.
Q1 2026 net income rose 12% to $776 million; diluted EPS was $1.23, versus $1.04 a year earlier
Q1 2026 adjusted EBITDA rose 13% to $2.0 billion
2026 net income guidance raised to a range of $3.21 billion to $3.79 billion; adjusted EBITDA guidance raised to $8.0 billion to $8.5 billion
Q1 2026 results include a $60 million noncash impairment of a joint-venture investment, or 7 cents per diluted share
Element Solutions reported first-quarter 2026 net sales of $840 million, up 41% on a reported basis and 10% organically, and adjusted EBITDA of $162 million, up 26%. GAAP net income fell 43% to $56 million, mainly because the prior-year period included a gain on the Graphics Solutions divestiture, and the company raised its full-year adjusted EBITDA guidance to $665 million to $685 million.
Q1 2026 net sales were $840 million versus $593.7 million a year earlier; organic growth was 10%, and Electronics sales rose 61% to $634 million.
GAAP diluted EPS was $0.23 versus $0.40; adjusted EPS was $0.41 versus $0.34.
Full-year 2026 adjusted EBITDA guidance is now $665 million to $685 million; second-quarter adjusted EBITDA is expected at $155 million to $170 million.
The company will hold a Virtual Investor Day on May 18, 2026, and an earnings call on April 29, 2026 at 8:30 a.m. Eastern.
Rush Street Interactive reported record first-quarter 2026 revenue of $370.4 million, up 41% year over year, and record net income of $26.2 million, up 134%. The company raised its full-year 2026 revenue and Adjusted EBITDA guidance, and the filing shows $17.1 million of that net income went to non-controlling interests, leaving $9.1 million attributable to Rush Street Interactive, Inc.
Revenue was $370.4 million, up 41% from $262.4 million in the first quarter of 2025.
Net income was $26.2 million, up 134% from $11.2 million; net income attributable to the company was $9.1 million.
Adjusted EBITDA was $60.2 million, up 81% from $33.2 million.
Full-year 2026 revenue guidance is $1,490 million to $1,540 million; Adjusted EBITDA guidance is $230 million to $250 million.
Omega Healthcare Investors reported first quarter 2026 net income of $159 million, or $0.47 per diluted share, up from $112 million, or $0.33, a year earlier. The REIT raised the low end of its full-year 2026 Adjusted FFO guidance, moving the midpoint up two cents to $3.22 per diluted share.
Q1 2026 Adjusted FFO was $260 million, or $0.82 per diluted share, versus $221 million, or $0.75, in Q1 2025.
2026 Adjusted FFO guidance is now $3.19 to $3.25 per diluted share, compared with the prior range of $3.15 to $3.25.
Omega completed $251 million of investments in Q1 2026 and issued 2 million common shares for gross proceeds of $107 million.
The Board declared a quarterly dividend of $0.67 per share, payable May 15, 2026, unchanged from the year-earlier quarter.
Mirion reported first-quarter 2026 revenue of $257.6 million, up 27.5%, and orders of $288 million including the Paragon and Certrec acquisitions, up 42%. The company swung to a GAAP net loss of $3.4 million, while adjusted EBITDA rose 16.3% to $54.3 million. Mirion reaffirmed most 2026 guidance but cut its adjusted EPS guidance to reflect a one-time CEO retention grant of performance vesting stock options.
Revenue of $257.6 million, up 27.5% from $202.0 million in the first quarter of 2025.
GAAP net loss of $3.4 million, or $0.01 per share, compared with GAAP net income of $0.4 million a year earlier.
Adjusted EBITDA of $54.3 million, up 16.3%; adjusted EBITDA margin of 21.1% versus 23.1%.
Adjusted EPS guidance revised to $0.48 to $0.55 from $0.50 to $0.57, due to a CEO retention grant disclosed April 13, 2026; other 2026 guidance reaffirmed.
Acadia Realty Trust reported first quarter 2026 GAAP net earnings of $0.22 per share, up from $0.01 a year earlier, driven mainly by gains on sale of $0.22 per share. Its NAREIT FFO fell to $36.9 million ($0.26 per share) from $44.6 million ($0.34), while FFO As Adjusted rose to $41.8 million ($0.30 per share) from $35.1 million ($0.27). The company raised its 2026 EPS guidance to $0.37-$0.39 from $0.24-$0.26 and its FFO As Adjusted guidance to $1.22-$1.26 from $1.21-$1.25.
GAAP net earnings of $0.22 per share vs. $0.01 in Q1 2025, mainly from gains on sale of $0.22 per share
NAREIT FFO of $36.9 million ($0.26 per share) vs. $44.6 million ($0.34) a year earlier
FFO As Adjusted of $41.8 million ($0.30 per share) vs. $35.1 million ($0.27); same-property NOI up 5.9%
2026 EPS guidance raised to $0.37-$0.39 from $0.24-$0.26; FFO As Adjusted guidance raised to $1.22-$1.26 from $1.21-$1.25
FICO reported results for the quarter ended March 31, 2026, with revenue of $691.7 million, up 39% from $498.7 million a year earlier, and GAAP diluted earnings of $11.14 per share versus $6.59. The company also raised its fiscal 2026 guidance, with revenue now expected at $2.45 billion (previously $2.35 billion) and GAAP EPS at $35.60 (previously $33.47), which matters to shareholders because both headline measures improved and the outlook was lifted.
Quarterly revenue was $691.7 million vs $498.7 million a year earlier, up 39%.
GAAP diluted EPS was $11.14 vs $6.59; non-GAAP diluted EPS was $12.50 vs $7.81.
Scores revenue was $475.0 million, up 60%; Software revenue was $216.7 million, up 7%.
Fiscal 2026 guidance raised: revenue to $2.45 billion from $2.35 billion; GAAP EPS to $35.60 from $33.47.
Newmont said Executive Vice President and Chief Technical Officer Francois Hardy will retire effective June 30, 2026, after about 24 years with the company, and that he will receive no severance. Erin Workman, Group Head of Exploration & Geosciences, will serve as acting Chief Technical Officer starting in May 2026 while the company searches for a successor.
Francois Hardy notified the company of his retirement on April 24, 2026, effective June 30, 2026
Hardy is voluntarily departing and will receive no severance compensation or benefits
Erin Workman, 45, will become acting Chief Technical Officer effective May 2026
The company says a structured process is underway to identify a permanent successor
F5 reported second-quarter fiscal 2026 revenue of $812 million, up 11% from $731 million a year earlier, and GAAP diluted earnings per share of $2.58, up from $2.48. The company raised its full-year fiscal 2026 revenue growth and non-GAAP earnings per share guidance, which signals higher expected results for shareholders.
Second-quarter revenue was $812 million, up 11% year over year, with product revenue up 22%
GAAP diluted EPS was $2.58 versus $2.48 a year earlier; non-GAAP diluted EPS was $3.90 versus $3.42
Fiscal 2026 revenue growth guidance raised to 7% to 8% from 5% to 6%
Fiscal 2026 non-GAAP EPS guidance raised to $16.25 to $16.55 from $15.65 to $16.05
Seagate reported fiscal third-quarter 2026 revenue of $3.11 billion and GAAP diluted EPS of $3.27, compared with $2.16 billion and $1.57 a year earlier. The company said results exceeded the high end of its revenue and EPS guidance, and it gave fiscal fourth-quarter guidance of $3.45 billion in revenue and $5.00 non-GAAP diluted EPS. The Board also declared a $0.74 quarterly dividend.
Fiscal Q3 2026 revenue was $3.11 billion, versus $2.16 billion in the prior-year quarter; GAAP net income was $748 million, versus $340 million.
GAAP diluted EPS was $3.27 and non-GAAP diluted EPS was $4.10, versus $1.57 and $1.90 a year earlier.
Fiscal Q4 2026 guidance is revenue of $3.45 billion plus or minus $100 million and non-GAAP diluted EPS of $5.00 plus or minus $0.20.
Results include a $105 million legal settlement charge; the Board declared a $0.74 dividend payable July 7, 2026 to holders of record on June 24, 2026.
W. P. Carey reported first quarter 2026 revenues of $454.5 million, up 10.9% from a year earlier, and AFFO of $1.30 per diluted share, up 11.1% from $1.17. The company raised its full-year 2026 AFFO guidance to between $5.16 and $5.26 per diluted share, citing higher expected investment volume of $1.5 billion to $2.0 billion. Net income attributable to W. P. Carey rose 40.1% to $176.3 million, helped by foreign debt remeasurement gains and a lower credit loss allowance, partly offset by higher impairment charges.
Revenues, including reimbursable costs, were $454.5 million, up 10.9% from $409.9 million in the first quarter of 2025
AFFO was $1.30 per diluted share, up 11.1% from $1.17 a year earlier
2026 AFFO guidance raised to between $5.16 and $5.26 per diluted share, with investment volume now expected at $1.5 billion to $2.0 billion
Quarterly cash dividend increased to $0.930 per share, or $3.72 annualized, a 4.5% increase from the first quarter of 2025
InvenTrust reported first-quarter 2026 revenue of $82.6 million, up from $73.8 million a year earlier, and Core FFO of $0.49 per diluted share, up from $0.46. GAAP net income fell to $5.2 million, or $0.07 per diluted share, from $6.8 million, or $0.09. The company raised its 2026 Core FFO and Nareit FFO guidance but lowered its net income per diluted share guidance, so shareholders see a mixed picture.
Q1 2026 net income was $5.2 million, or $0.07 per diluted share, versus $6.8 million, or $0.09, in Q1 2025.
Q1 2026 Nareit FFO was $0.53 per diluted share (Q1 2025: $0.48) and Core FFO was $0.49 (Q1 2025: $0.46).
2026 guidance: Core FFO raised to $1.92–$1.96 from $1.91–$1.95; Nareit FFO raised to $2.00–$2.06 from $1.97–$2.03; net income per diluted share cut to $0.10–$0.16 from $0.16–$0.22.
On April 16, 2026, the company agreed to a $250 million private placement of senior notes, expected to be issued June 29, 2026.
Edison International reported first-quarter 2026 core earnings of $546 million, or $1.42 per share, up from $1.37 a year earlier, and affirmed its 2026 core EPS guidance of $5.90 to $6.20. GAAP net income fell to $531 million from $1,436 million, mainly because the prior-year quarter included large non-core gains tied to wildfire-related recoveries. The company also said Aaron Moss will become CFO on July 3, 2026, and the current CFO will retire on September 1, 2026.
Core EPS $1.42 vs. $1.37 a year earlier; GAAP EPS $1.38 vs. $3.73
Operating revenue $4,103 million vs. $3,811 million a year earlier
2026 core EPS guidance of $5.90 to $6.20 affirmed; basic EPS guidance lowered to $5.86 to $6.16 for a $0.04 non-core item
Aaron Moss to become CFO on July 3, 2026; current CFO to retire September 1, 2026
EXL reported first-quarter 2026 revenue of $570.4 million, up 13.8% from a year earlier, and GAAP diluted EPS of $0.43, up from $0.40. The company raised its full-year 2026 guidance for both revenue and adjusted diluted EPS, which signals management's expectation of stronger results for the year.
Q1 2026 revenue was $570.4 million, up 13.8% from $501.0 million (13.4% on a constant currency basis).
GAAP diluted EPS was $0.43 versus $0.40; adjusted diluted EPS was $0.58 versus $0.48.
Full-year 2026 revenue guidance raised to $2.30 billion to $2.33 billion from $2.275 billion to $2.315 billion.
Adjusted diluted EPS guidance raised to $2.18 to $2.23 from $2.14 to $2.19; conference call set for April 29, 2026 at 10:00 A.M. ET.
Bloom Energy reported first-quarter 2026 revenue of $751.1 million, up 130.4% from a year earlier, and GAAP net income attributable to common stockholders of $70.7 million, compared with a loss of $23.8 million in the first quarter of 2025. The company raised its full-year 2026 revenue guidance to $3.4 billion to $3.8 billion, with the revenue growth midpoint now about 80% year over year, up from about 60% previously.
Q1 2026 revenue was $751.1 million; product revenue was $653.3 million, up 208.4%.
GAAP diluted EPS was $0.23 versus a loss of $0.10 in Q1 2025; GAAP operating income was $72.2 million versus a loss of $19.1 million.
Full-year 2026 guidance: revenue $3.4 billion to $3.8 billion; non-GAAP operating income $600 million to $750 million; non-GAAP EPS $1.85 to $2.25.
Cash flow from operating activities was $73.6 million in Q1 2026, compared with negative $110.7 million in Q1 2025.
Starbucks reported fiscal second-quarter 2026 results for the quarter ended March 29, 2026, with net revenues up 9% to $9.5 billion and GAAP earnings per share up 32% to $0.45. The company raised its fiscal 2026 guidance for comparable store sales growth and non-GAAP earnings per share, which now range from $2.25 to $2.45. For shareholders, the results show growth in sales and earnings, though management said it has more work to do and North America margins narrowed.
Global comparable store sales rose 6.2%, driven by a 3.8% increase in comparable transactions and a 2.3% increase in average ticket.
GAAP EPS of $0.45 rose 32%; non-GAAP EPS of $0.50 rose 22%.
Fiscal 2026 guidance now calls for non-GAAP EPS of $2.25 to $2.45 and global and U.S. comparable store sales growth of 5.0% or greater.
North America operating margin fell to 9.9% from 11.6%, citing labor investments, tariffs and elevated coffee pricing.
Welltower reported first-quarter 2026 results on April 28, 2026. Normalized FFO attributable to common stockholders rose to $1.47 per diluted share from $1.20 a year earlier, and total revenues rose to $3.35 billion from $2.42 billion. The company raised its 2026 guidance for both net income and normalized FFO per diluted share.
Q1 2026 net income attributable to common stockholders was $1.02 per diluted share, versus $0.40 in Q1 2025.
2026 net income guidance raised to $3.24 to $3.38 per diluted share from $3.11 to $3.27.
2026 normalized FFO guidance raised to $6.21 to $6.35 per diluted share from $6.09 to $6.25.
Board declared a quarterly dividend of $0.74 per share, payable May 21, 2026.
Enphase reported first-quarter 2026 revenue of $282.9 million, down from $343.3 million in the fourth quarter of 2025 and $356.1 million a year earlier, and a GAAP net loss of $7.4 million, compared with net income of $38.7 million in the prior quarter. The result included a $16.5 million discount and about $2.5 million in fees on the sale of 2025 manufacturing tax credits, and the company gave a second-quarter revenue range of $280.0 million to $310.0 million.
Q1 2026 revenue of $282.9 million, versus $343.3 million in Q4 2025 and $356.1 million in Q1 2025
GAAP net loss of $7.4 million, or $0.06 per diluted share; non-GAAP diluted EPS of $0.47, versus $0.71 in Q4 2025
Second-quarter 2026 revenue outlook of $280.0 million to $310.0 million, including about $85.0 million of safe harbor shipments
Cash, cash equivalents and marketable securities of $930.6 million at March 31, 2026, after settling $632.5 million of convertible notes on March 2, 2026
Visa reported fiscal second quarter 2026 GAAP net income of $6.0 billion, or $3.14 per share, up 32% and 36% from a year earlier, on net revenue of $11.2 billion, up 17%. The board also authorized a new $20.0 billion multi-year share repurchase program and declared a quarterly dividend of $0.670 per share, which matters to shareholders because it returns more cash to holders while the company's results improved.
Net revenue was $11.2 billion, up 17% (16% on a constant-dollar basis)
GAAP EPS was $3.14, up 36%; non-GAAP EPS was $3.31, up 20%
Board authorized a new $20.0 billion multi-year buyback in April 2026; $13.2 billion remained under prior authorization as of March 31, 2026
Quarterly dividend of $0.670 per share payable June 1, 2026, to holders of record as of May 12, 2026
Robinhood reported first-quarter 2026 revenue up 15% year-over-year to $1.07 billion and diluted EPS up 3% to $0.38. It also raised its 2026 adjusted operating expense outlook to $2.7 billion to $2.825 billion, adding $100 million for Trump Accounts, and refreshed its share repurchase authorization to $1.5 billion.
Total net revenues rose 15% year-over-year to $1.07 billion; net income rose 3% to $346 million
Total operating expenses rose 18% to $656 million, driven by marketing, growth investments and acquisition-related expenses
2026 Adjusted Operating Expenses and SBC outlook raised to $2.7 billion to $2.825 billion from $2.6 billion to $2.725 billion
Q1 share repurchases were $250 million; authorization refreshed to $1.5 billion in March 2026, expected to be completed over about three years
CoStar Group reported first-quarter 2026 revenue of $897 million, up 23% from $732 million a year earlier, and net income of $3 million, or $0.01 per diluted share, compared with a net loss of $15 million in the prior-year quarter. The company raised its full-year 2026 Adjusted EBITDA guidance to $780 million to $820 million, an increase of $30 million at the midpoint, while reaffirming full-year revenue guidance of $3.78 billion to $3.82 billion.
Q1 2026 revenue was $897 million, up 23% from $732 million; net income was $3 million, or $0.01 per diluted share, versus a $15 million net loss a year earlier.
Q1 2026 Adjusted EBITDA was $132 million, up 100% from $66 million; Adjusted EPS was $0.23, up from $0.15.
Full-year 2026 Adjusted EBITDA guidance was raised to $780 million to $820 million; full-year Adjusted EPS guidance is $1.32 to $1.39.
Second-quarter 2026 revenue is expected at $922 million to $932 million, and Adjusted EBITDA at $160 million to $180 million. Repurchases of stock totaled $505 million in the first quarter.
T-Mobile reported first-quarter 2026 results for the period ended March 31, 2026. Service revenues rose 11% year-over-year to $18.8 billion, but net income fell 15% to $2.5 billion and diluted EPS fell 12% to $2.27, both including UScellular merger-related costs. The company raised its 2026 guidance for postpaid net account additions, Core Adjusted EBITDA, operating cash flow and Adjusted Free Cash Flow.
Service revenues of $18.8 billion, up 11% year-over-year; net income of $2.5 billion, down 15%, including $476 million of UScellular merger-related costs, net of tax
Diluted EPS of $2.27, down 12% year-over-year, including a $0.43 impact from UScellular merger-related costs
Core Adjusted EBITDA of $9.2 billion, up 12%; Adjusted Free Cash Flow of $4.6 billion, up 5%
2026 Core Adjusted EBITDA guidance raised to $37.1 billion to $37.5 billion; stockholder return authorization raised to up to $18.2 billion on April 23, 2026
Applied Industrial Technologies reported fiscal third-quarter net sales of $1.3 billion, up 7.3% from a year earlier, and diluted EPS of $2.65 versus $2.57. The company raised its fiscal 2026 EPS guidance low end to $10.64 from $10.45 and its total sales growth guidance to 7.2% to 7.7%, and its Board authorized a new buyback of up to 3.0 million shares.
Q3 net sales $1.3 billion, up 7.3%; organic sales up 6.0% year over year
Diluted EPS $2.65 vs. $2.57 a year earlier; net income $99.8 million
FY26 EPS guidance $10.64 to $10.75 (prior $10.45 to $10.75); total sales growth 7.2% to 7.7% (prior 5.5% to 7.0%)
Board authorized repurchase of up to 3.0 million shares; quarterly dividend of $0.51 payable May 29, 2026
Gilead Sciences completed its acquisition of Arcellx, Inc. on April 28, 2026, paying $115 per share in cash plus one contingent value right of $5 per share, for a total implied equity value of about $7.8 billion. Gilead said the deal will reduce its GAAP and non-GAAP 2026 diluted EPS by approximately $5.57 to $5.67, so shareholders face a large near-term earnings charge tied to the anito-cel program's future success.
Acquisition completed April 28, 2026, after tender offer expired April 27 with about 77.2% of Arcellx shares outstanding tendered or already owned by Gilead
Total funds used were approximately $7.1 billion; implied equity value at closing was about $7.8 billion
Gilead expects 2026 diluted EPS to fall by approximately $5.57 to $5.67; excluding acquired in-process R&D, it expects modest dilution in 2026 and 2027 and accretion from 2028, subject to FDA approval of anito-cel
CVR pays $5 per share if cumulative global net sales of anito-cel reach at least $6.0 billion from launch through 2029
Fabric.AI, Inc. entered a Joint Development and License Agreement with Kopin Corporation on April 27, 2026, to develop MicroLED-based interconnect technology, and it agreed to pay Kopin up to $15 million in development funding and issue Kopin Series J preferred stock equal to 19.9% of pro forma fully diluted common shares. The company also plans a $21.5 million private placement of Series K convertible preferred stock, mostly from existing shareholders, with full conversion subject to stockholder approval, so the deal carries both development spending and potential dilution for shareholders.
Development funding of up to $15,000,000 to Kopin, including an initial $5,000,000 purchase order due within 10 business days of April 27, 2026
Series J Convertible Preferred Stock issued to Kopin equal to 19.9% of pro forma fully diluted common shares, with anti-dilution adjustments
$21.5 million Series K private placement of 21,500 shares at a $1,000 stated value, with an initial conversion and warrant exercise price of $2.51 per share, expected to close on or about April 29, 2026
Name change from StableX Technologies, Inc. to Fabric.AI, Inc. and ticker change to FABC on Nasdaq beginning April 29, 2026
IAC Inc. said it will change its name to People Incorporated, with the change expected around its Q2 2026 earnings in August. It also started a plan to consolidate corporate functions with its People Inc. publishing business, expected to save about $40 million a year and cost about $63 million in total. The filing says Chief Financial Officer Christopher Halpin and Chief Legal Officer Kendall Handler will leave when the Q2 10-Q is filed, with Neil Vogel and Tim Quinn named to the CEO and CFO roles. The filing gives no Q1 2026 revenue or profit figures.
Plan to consolidate corporate functions with People Inc. through workforce reduction and technology integrations, to be completed by Q1 2027
Expected annual run-rate cost savings of about $40 million; total expected costs of about $63 million, including about $14 million severance and $48 million non-cash stock-based compensation
Christopher Halpin (EVP, COO and CFO) and Kendall Handler (EVP and Chief Legal Officer) to cease roles on filing of the Form 10-Q for the quarter ending June 30, 2026; Neil Vogel and Tim Quinn expected to become CEO and CFO
LGI Homes reported first quarter 2026 results for the three months ended March 31, 2026. Home sales revenues were $319.7 million, down from $351.4 million a year earlier, and GAAP net income was $2.2 million, or $0.09 per diluted share, versus $4.0 million, or $0.17, in the prior-year quarter. The company raised its full-year 2026 gross margin guidance to 18.5% to 20.5%, citing first quarter margins above its previous range, while reiterating its other 2026 outlook items.
Home sales revenues of $319.7 million versus $351.4 million, with 881 home closings versus 996 a year earlier.
GAAP net income of $2.2 million, or $0.09 diluted EPS, versus $0.17; adjusted diluted EPS of $0.24 excludes a $4.7 million inventory impairment (non-GAAP).
Full-year 2026 gross margin guidance raised to 18.5% to 20.5%; adjusted gross margin guidance set at 22.0% to 24.0%.
Total liquidity of $355.0 million and net debt to capital ratio of 44.0% at March 31, 2026.
PPG said Jamie A. Beggs, currently senior vice president and chief financial officer of Avient Corporation since August 2020, will become PPG's senior vice president and CFO effective July 6, 2026, replacing Vincent J. Morales, who is retiring on the same date. The filing sets out her pay package, including a $800,000 base salary and a $3.2 million restricted stock unit grant, and discloses small purchases by PPG from Avient in 2025 and the first quarter of 2026.
Jamie A. Beggs becomes SVP and CFO effective July 6, 2026, succeeding Vincent J. Morales, who retires on the same date
Base salary of $800,000 per year and a $350,000 signing bonus, repayable if she resigns before the first anniversary of her start date
One-time restricted stock unit grant valued at $3.2 million, vesting on the third anniversary of the grant date
PPG bought about $524,000 of products from Avient in 2025 and about $163,000 in the first quarter of 2026, in the ordinary course of business
United Community Banks said Chief Financial Officer Jefferson Harralson agreed to resign effective December 31, 2026, and retire after nine years with the company. He will stay through year-end to support a smooth transition, and the bank has engaged Korn Ferry to run a nationwide search for his successor.
Harralson's employment ends on December 31, 2026, when he resigns as executive vice president and chief financial officer.
If he remains employed through that date, he is due a $1 million cash severance payable no later than January 15, 2027, plus his 2026 incentive bonus when determined.
He is expected to receive a minimum early retirement benefit of $70,000 annually, paid as a life annuity unless he elects another payment method.
The company has engaged Korn Ferry to assist in the search for his replacement.
Watsco reported first-quarter 2026 revenue flat at $1.53 billion, with operating income down 2% to $110 million and diluted EPS down 3% to $1.87. The company also agreed to acquire Jackson Supply Company, a Sunbelt HVAC distributor with $230 million in annual sales, with closing expected in the second quarter of 2026.
Revenues were flat at $1.53 billion; gross profit was flat at $428 million, with gross margin at 27.9% versus 28.1% a year earlier
Diluted EPS was $1.87 versus $1.93 in the first quarter of 2025; operating income was $110 million versus $112 million
Jackson Supply Company has annual sales of $230 million and is expected to close in the second quarter of 2026, pending customary closing conditions
Cash used in operations was $19 million versus $178 million a year earlier; the annual dividend was raised 10% to $13.20 per share in April 2026
General Motors reported first-quarter 2026 results on April 28, 2026. Revenue and GAAP net income fell slightly from a year earlier, while EBIT-adjusted rose 21.9%. The company raised its full-year EBIT-adjusted guidance but cut its net income and GAAP diluted EPS guidance, so shareholders face mixed signals.
Revenue was $43.6 billion, down from $44.0 billion, and net income attributable to stockholders was $2.6 billion, down 5.7%.
EBIT-adjusted rose to $4.3 billion from $3.5 billion; diluted EPS was $2.82 versus $3.35, and adjusted diluted EPS was $3.70 versus $2.78.
2026 EBIT-adjusted guidance was raised to $13.5 billion to $15.5 billion from $13.0 billion to $15.0 billion, citing an approximately $0.5 billion favorable adjustment from a U.S. Supreme Court tariff decision; net income guidance was cut t
The board declared a quarterly dividend of $0.18 per share, payable June 18, 2026, to holders of record at the close of trading on June 5, 2026.
American Tower reported first-quarter 2026 results on April 28, 2026, with total revenue up 6.8% to $2,738 million and net income up 76.2% to $879 million. The company raised the midpoints of its full-year 2026 outlook for AFFO attributable to common stockholders, Adjusted EBITDA and property revenue, citing favorable currency movements and straight-line revenue in Latin America. The filing also notes that the net income increase was affected by foreign currency gains compared with losses a year earlier.
Q1 2026 total revenue rose 6.8% to $2,738 million; AFFO attributable to common stockholders rose 2.6% to $1,324 million.
Net income rose 76.2% to $879 million, with growth affected by foreign currency gains of about $68.1 million versus $345.7 million of losses a year earlier.
Full-year 2026 AFFO midpoint raised by $55 million and Adjusted EBITDA midpoint raised by $105 million; AFFO range is $5,090 million to $5,170 million.
Net leverage ratio was 4.9x at March 31, 2026; the company repurchased about 1.1 million shares for about $184 million in the first quarter.
Xylem reported first-quarter 2026 revenue of $2.1 billion, up 3% on a reported basis but flat organically, and diluted EPS of $0.79, up 14%. Adjusted EPS was $1.12, up 9%. The company raised its full-year 2026 reported revenue forecast to $9.2 to $9.3 billion, while keeping its adjusted EPS guidance of $5.35 to $5.60 unchanged.
Q1 2026 revenue of $2.1 billion, up 3% reported and flat organically; orders of $2.2 billion, up 3% reported
Diluted EPS $0.79 vs. $0.69 a year earlier; adjusted EPS $1.12 vs. $1.03
2026 revenue guidance raised to $9.2 to $9.3 billion, up 2% to 3% reported, from 1% to 3% previously
Adjusted EPS guidance of $5.35 to $5.60 kept in line with prior range; repurchases of common stock totaled $563 million in Q1
Incyte reported first-quarter 2026 total revenue of $1.27 billion, up 21% from the prior year, with GAAP diluted EPS of $1.47 versus $0.80 a year earlier. The company reaffirmed all of its 2026 financial guidance categories and said cash, cash equivalents and marketable securities reached $4.0 billion as of March 31, 2026.
Total revenue was $1.27 billion, up 21% from $1.05 billion in Q1 2025; total net sales were $1.10 billion, up 20%.
GAAP net income was $303.3 million versus $158.2 million, and GAAP diluted EPS was $1.47 versus $0.80.
Jakafi net sales rose 7% to $758 million; GAAP cost of sales rose 43% to $104.5 million.
Full-year 2026 guidance was reaffirmed, including total net sales of $4,770 million to $4,940 million; Suketu Upadhyay was named Chief Financial Officer effective May 4, 2026.
JetBlue reported a first-quarter 2026 net loss of $319 million, or $0.86 per share, compared with $208 million, or $0.59 per share, a year earlier, on operating revenue of $2.2 billion, up 4.7%. Total operating expenses rose 6.5%, with aircraft fuel up 12.1%, and the company said it is reducing capacity and expects fuel of $4.13 to $4.28 per gallon in the second quarter, which keeps pressure on shareholders' near-term profitability.
Operating revenue of $2.2 billion rose 4.7% year-over-year, and revenue per available seat mile rose 6.5%.
Net loss was $319 million, or $0.86 per share, versus a net loss of $208 million, or $0.59 per share, in the first quarter of 2025.
Average fuel price was $2.96 per gallon in the first quarter, up 15.2%; the second-quarter fuel price outlook is $4.13 to $4.28 per gallon.
Second-quarter outlook calls for revenue per available seat mile up 7.0% to 11.0% and cost per available seat mile excluding fuel up 3.0% to 5.0%; liquidity was $2.4 billion at March 31, 2026.
Stepan Company reported a first-quarter 2026 net loss of $41.4 million, or $1.81 per diluted share, compared with net income of $19.7 million a year earlier, after a $65.4 million pre-tax restructuring charge tied to previously announced plant closures. Net sales rose 2% to $604.5 million, but adjusted net income fell 47% to $10.3 million, and the company also declared a quarterly dividend of $0.395 per share.
Net loss of $41.4 million ($1.81 per diluted share) versus net income of $19.7 million ($0.86 per share) in Q1 2025; the loss includes a $65.4 million pre-tax restructuring charge
Adjusted net income of $10.3 million ($0.45 per diluted share), down 47% from $19.3 million; adjusted EBITDA of $49.6 million, down 14%
Net sales rose 2% to $604.5 million, driven by higher selling prices and currency translation; organic sales volume was flat
Board declared a quarterly dividend of $0.395 per share, payable June 15, 2026, to holders of record on June 1, 2026
Pentair said Jerome O. Pedretti, Executive Vice President and Chief Executive Officer, Pool, will resign effective July 1, 2026, and that the Pool CEO role is being eliminated. De'Mon L. Wiggins was named Executive Vice President and President, Flow, Water Solutions and Pool, effective April 28, 2026. The change reshapes leadership of the Pool business, and the filing does not give financial results or other figures.
Jerome O. Pedretti resigns as EVP and CEO, Pool, effective July 1, 2026; he signed the resignation on April 24, 2026.
Pentair eliminated the Chief Executive Officer, Pool role, announced April 28, 2026.
De'Mon L. Wiggins, previously EVP and President, Flow and Water Solutions, takes on the expanded title effective April 28, 2026.
Pedretti's resignation entitles him to severance under the Pentair plc Executive Officer Severance Plan, subject to its conditions.
PJT Partners reported record first-quarter 2026 revenues of $418.2 million, up 29% from a year earlier, with GAAP pretax income of $80.4 million, up 53%. On April 23, 2026, the board authorized an $800 million Class A share repurchase program that replaces the remaining prior authorization, and the company reported $388 million in cash and no funded debt.
Revenues of $418.2 million for the quarter ended March 31, 2026, up from $324.5 million a year earlier
GAAP diluted EPS of $2.21, up 11%; adjusted EPS of $1.54, up 47%
Board authorized an $800 million Class A repurchase program on April 23, 2026, replacing the program from February 5, 2024
Cash, cash equivalents and short-term investments of $388 million and no funded debt as of March 31, 2026; quarterly dividend of $0.25 per share payable June 17, 2026
Omnicell reported first-quarter 2026 total revenue of $310 million, up 15% from a year earlier, and GAAP net income of $11 million, or $0.25 per diluted share, compared with a net loss of $7 million, or $0.15 per share, in the first quarter of 2025. The company raised its full-year 2026 non-GAAP EBITDA and non-GAAP earnings per share guidance, citing first-quarter profitability and spend discipline.
Total revenue of $310 million, up $40 million, or 15%, from the first quarter of 2025.
GAAP net income of $11 million ($0.25 per diluted share) versus a GAAP net loss of $7 million ($0.15 per share) a year earlier.
Full-year 2026 non-GAAP EBITDA guidance raised to $153 million-$168 million; non-GAAP EPS guidance raised to $1.80-$2.00.
Cash and cash equivalents of $239 million as of March 31, 2026; second-quarter 2026 total revenue guidance of $307 million-$313 million.
Curbline Properties reported first-quarter 2026 net income attributable to the company of $3.6 million, or $0.03 per diluted share, down from $10.6 million, or $0.10, a year earlier. Operating FFO rose to $29.9 million, or $0.28 per diluted share, from $25.1 million, or $0.24, and the company raised its 2026 Operating FFO guidance to $1.20 to $1.23 per share from $1.17 to $1.21, while lowering its net income per share guidance to $0.29 to $0.36 from $0.32 to $0.40.
Q1 2026 net income attributable to Curbline was $3.6 million, or $0.03 per diluted share, versus $10.6 million, or $0.10, in Q1 2025.
Q1 2026 Operating FFO was $29.9 million, or $0.28 per diluted share, versus $25.1 million, or $0.24, in Q1 2025.
2026 Operating FFO guidance was raised to $1.20 to $1.23 per diluted share; net income guidance was lowered to $0.29 to $0.36.
Same-property NOI rose 4.8% in Q1 2026, and the company acquired 14 shopping centers for $142.4 million during the quarter.
Zimmer Biomet said Chief Financial Officer Suketu Upadhyay will resign effective April 28, 2026, to pursue a new professional opportunity. Controller and Chief Accounting Officer Paul Stellato will serve as interim CFO while the company searches for a permanent successor, and the company said Upadhyay's departure did not involve any disagreement on financial or operational matters.
Upadhyay's resignation is effective April 28, 2026; he informed the company on April 22, 2026.
Stellato, 51, has been Controller and Chief Accounting Officer since May 2022 and will hold both roles plus interim CFO.
Stellato's interim CFO pay includes a $550,000 annual base salary (prorated) and a 2026 target bonus of 70% of base salary.
Equity grants with a May 1, 2026 grant date include restricted stock units of about $750,000 and performance-based units of about $100,000.
Zimmer Biomet reported first-quarter 2026 net sales of $2.087 billion, up 9.3% from the prior year, and diluted earnings per share of $1.22, up 34.1%. The company raised its full-year 2026 adjusted diluted EPS guidance to $8.40-$8.55 from $8.30-$8.45, while its reported revenue change guidance of 2.5%-4.5% was unchanged. The company's goodwill impairment assessment is not yet complete, and any charge would change first-quarter GAAP net earnings.
Net sales $2.087 billion, up 9.3% reported and 2.9% on an organic constant currency basis
Diluted EPS $1.22 versus $0.91; adjusted diluted EPS $2.09, up 15.5%
2026 adjusted diluted EPS guidance raised to $8.40-$8.55 from $8.30-$8.45
Operating cash flow $359.4 million and free cash flow $245.9 million; $250 million of share repurchases in the quarter
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