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).
OGE Energy reported first quarter 2026 net income of $50.2 million, or $0.24 per diluted share, down from $62.7 million, or $0.31, a year earlier, while operating revenues rose slightly to $752.6 million from $747.7 million. The company said mild weather and higher operation and maintenance expense drove the decline at its regulated utility, Oklahoma Gas and Electric Company, and it left its 2026 earnings guidance of $2.38 to $2.48 per diluted share unchanged.
Net income was $50.2 million, or $0.24 per diluted share, versus $62.7 million, or $0.31, in the first quarter of 2025.
Operating revenues were $752.6 million, up from $747.7 million a year earlier.
OG&E contributed $0.28 per diluted share, down from $0.35; heating degree days were 1,383 versus 1,900 a year earlier.
2026 consolidated earnings guidance remains $2.43 per diluted share, within a range of $2.38 to $2.48, assuming normal weather for the rest of the year.
Navient reported first-quarter 2026 GAAP net income of $17 million, or $0.17 per diluted share, compared with a net loss of $2 million, or $0.02 per diluted share, a year earlier. Core Earnings net income fell to $19 million ($0.20 per diluted share) from $26 million ($0.25) in the year-ago quarter, so the two headline profit measures moved in opposite directions. Private Education Loan originations rose 61% to $818 million.
GAAP net income of $17 million ($0.17 diluted EPS) for the quarter ended March 31, 2026, versus a net loss of $2 million in the year-ago quarter.
Core Earnings net income of $19 million ($0.20 diluted EPS), down from $26 million ($0.25) a year earlier.
Private Education Loan originations of $818 million, a 61% increase from a year ago.
Repurchased $23 million of common shares and paid $15 million in common stock dividends during the quarter.
Rush Enterprises reported first-quarter 2026 revenue of $1.68 billion, down 9.2% from $1.85 billion a year earlier, while net income attributable to the company rose to $61.5 million, or $0.77 per diluted share, from $60.3 million, or $0.73. The board also declared a quarterly cash dividend of $0.19 per share, which matters to shareholders as a cash return, and management said it expects commercial vehicle sales to improve gradually beginning in the second quarter.
Q1 2026 revenue was $1.68 billion versus $1.85 billion in Q1 2025; net income attributable to the company was $61.5 million versus $60.3 million
Diluted EPS was $0.77 versus $0.73 a year earlier; the absorption ratio was 126.9% versus 128.6%
Quarterly dividend of $0.19 per share on Class A and Class B common stock, payable June 10, 2026, to holders of record as of May 12, 2026
Company signed an asset purchase agreement in Q1 to acquire Peterbilt dealerships in Louisiana and Mississippi, with completion expected in the next few months
Sound Financial Bancorp reported first-quarter 2026 net income of $1.6 million, or $0.61 per diluted share, and declared a $0.21 per share cash dividend. Earnings fell from the prior quarter but rose from a year earlier, while net interest income and net interest margin improved on both comparisons. The dividend is payable May 26, 2026, to holders of record on May 11, 2026.
Net income of $1.6 million, or $0.61 diluted EPS, for the quarter ended March 31, 2026, versus $2.2 million, or $0.87, in Q4 2025 and $1.2 million, or $0.45, in Q1 2025.
Net interest income rose 4.4% from Q4 2025 to $9.0 million and 12.1% from Q1 2025; net interest margin was 3.49% versus 3.36% in Q4 2025.
Noninterest expense rose 15.1% from Q4 2025 to $7.9 million, and nonperforming loans rose 27.6% to $7.4 million.
Cash dividend of $0.21 per share, payable May 26, 2026, to stockholders of record at the close of business on May 11, 2026.
RenaissanceRe reported first-quarter 2026 net income available to common shareholders of $284.5 million, or $6.57 per diluted share, up from $161.1 million, or $3.27, a year earlier, as the combined ratio improved to 73.0% from 128.3%. Total revenues fell to $2.2 billion from $3.5 billion, reflecting lower net premiums earned and $421.9 million of net realized and unrealized investment losses, while the company repurchased $352.5 million of common shares during the quarter.
Net income available to common shareholders was $284.5 million, or $6.57 per diluted share, compared with $161.1 million, or $3.27, in Q1 2025.
Operating income available to common shareholders was $590.5 million, or $13.75 per diluted share, compared with a loss of $69.8 million in Q1 2025 (non-GAAP).
Total revenues were $2.19 billion, down from $3.47 billion, with net realized and unrealized investment losses of $421.9 million.
Repurchased $352.5 million of common shares in Q1 2026 and an additional $104.8 million from April 1 through April 24, 2026.
Trustmark Corporation reported first-quarter 2026 net income of $56.1 million, or $0.95 per diluted share, down from $57.9 million and $0.97 in the fourth quarter of 2025 but up from $53.6 million and $0.88 a year earlier. Revenue of $202.9 million fell 0.6% from the prior quarter and rose 4.2% year over year, while loans and deposits grew over both periods. The Board also declared a $0.25 quarterly dividend payable June 15, 2026.
Net income $56.1 million, down 3.0% linked-quarter and up 4.6% year over year; diluted EPS $0.95 versus $0.97 and $0.88
Revenue $202.9 million, down 0.6% linked-quarter and up 4.2% year over year
Loans held for investment rose $203.7 million (1.5%) linked-quarter to $13.9 billion; deposits reached $15.7 billion
Nonperforming assets rose to $104.0 million from $91.3 million at December 31, 2025; $19.8 million of stock repurchased in the quarter
Equity Residential (NYSE: EQR) reported first-quarter 2026 results in an 8-K furnished with a press release. The filing names Equity Residential and NYSE: EQR, not VIVMARK RESIDENTIAL or ticker VMRK. Diluted EPS fell to $0.24 from $0.67 a year earlier, which the company attributed mainly to lower property sale gains, while normalized FFO per share rose 4.2% to $0.99 and same store NOI grew 1.4%.
Diluted EPS was $0.24 for the quarter ended March 31, 2026, versus $0.67 a year earlier, a 64.2% decline.
FFO per share was $0.89 versus $0.94 (down 5.3%); normalized FFO per share was $0.99 versus $0.95 (up 4.2%).
Same store revenues rose 2.2%, same store expenses rose 3.7% and same store NOI rose 1.4% year over year.
Second-quarter 2026 guidance: EPS of $0.28 to $0.32 and normalized FFO of $0.98 to $1.02 per share.
Artisan Partners reported first-quarter 2026 results on April 28, 2026. Revenue rose 9% from a year earlier to $303.0 million, but net income attributable to the company fell to $58.0 million, or $0.76 per diluted share, from $61.1 million, or $0.82, in the first quarter of 2025, and firmwide net client outflows were $3.1 billion. The board also declared a variable quarterly dividend of $0.77 per share, payable May 29, 2026.
Revenue was $303.0 million, up from $277.1 million a year earlier but down from $335.5 million in the fourth quarter of 2025.
Diluted EPS was $0.76, compared with $0.82 a year earlier and $1.32 in the fourth quarter of 2025; adjusted net income per adjusted share was $0.87, up from $0.83.
Net client cash flows were negative $3.1 billion in the quarter, and ending assets under management were $173.0 billion.
The variable dividend of $0.77 per share has a record date of May 15, 2026 and a payment date of May 29, 2026.
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.
Stride reported third-quarter fiscal 2026 results for the quarter ended March 31, 2026. Revenue rose 2.7% to $629.9 million, but net income fell 10.9% to $88.5 million and diluted earnings per share fell to $1.93 from $2.02, so sales and profit moved in opposite directions. The company also narrowed its full-year fiscal 2026 revenue and adjusted operating income forecasts.
Revenue of $629.9 million, up from $613.4 million, an increase of 2.7%
Net income of $88.5 million, down from $99.3 million; diluted EPS of $1.93 versus $2.02
Adjusted EPS of $2.30 versus $2.33 a year earlier (non-GAAP)
Fiscal 2026 revenue outlook narrowed to $2.490 billion to $2.520 billion; adjusted operating income outlook of $490 million to $500 million
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.
American Assets Trust reported first-quarter 2026 results showing net income attributable to common stockholders of $5.1 million, or $0.08 per diluted share, down from $0.70 a year earlier, which included a $44.5 million gain on the sale of Del Monte Center. FFO was $0.51 per diluted share, versus $0.52, and the company affirmed its full-year 2026 FFO guidance of $1.96 to $2.10 per share.
Q1 2026 total revenue was $110.6 million, up from $108.6 million; same-store cash NOI was flat at $66.4 million.
Net income attributable to common stockholders decreased $47.4 million year over year, mainly due to the 2025 Del Monte Center gain and higher interest expense.
On April 1, 2026, the credit facility was amended to a $600 million total capacity ($500 million revolver and $100 million term loan), with maturity extended to April 1, 2030.
The company declared a $0.340 per share dividend for Q2 2026, payable June 18, 2026 to holders of record as of June 4, 2026.
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
Seacoast reported first-quarter 2026 net income of $31.9 million, which included a pre-tax loss of approximately $39.5 million from a January securities repositioning. Adjusted net income was $67.8 million, or $0.62 per share, and management said its 2026 guidance remains on track. Nonperforming loans rose 30% in the quarter to $95.0 million, which shareholders may want to watch.
Net income of $31.9 million included a $39.5 million loss from selling about $277.0 million in securities in January 2026
Adjusted net income of $67.8 million, or $0.62 per share, rose 42% from the prior quarter and 111% from the prior year quarter
Net interest margin rose 17 basis points to 3.83% from 3.66% in the fourth quarter of 2025
Nonperforming loans were $95.0 million at March 31, 2026, up $23.0 million from $76.3 million at December 31, 2025
STAG Industrial reported first quarter 2026 results. Net income attributable to common stockholders fell 32.2% to $62.0 million, or $0.32 per share, from $91.3 million, or $0.49 per share, a year earlier, while total revenue rose to $224.2 million from $205.6 million and Core FFO per diluted share rose 6.6% to $0.65. The company also declared a $0.3875 per share dividend for the second quarter of 2026.
Net income attributable to common stockholders: $62.0 million ($0.32 per share), down from $91.3 million ($0.49 per share) in Q1 2025
Core FFO per diluted share: $0.65, up 6.6% from $0.61; Same Store Cash NOI rose 4.1% to $159.3 million
Total revenue: $224.2 million, up from $205.6 million; gain on sales of rental property was $15.1 million versus $49.9 million a year earlier
Board declared a $0.3875 per share dividend for Q2 2026, payable July 15, 2026, to holders of record as of June 30, 2026
Arch Capital Group reported first-quarter 2026 net income available to common shareholders of $1.0 billion, or $2.88 per diluted share, up from $564 million, or $1.48 per share, a year earlier. Underwriting results improved, with the combined ratio falling to 81.7% from 90.1%, although gross and net premiums written and net premiums earned declined. The results release and financial supplement were furnished in this 8-K as Exhibits 99.1 and 99.2.
Net income available to common shareholders was $1.0 billion, or $2.88 per share, versus $564 million, or $1.48 per share, in Q1 2025.
After-tax operating income was $901 million, or $2.50 per share, versus $587 million, or $1.54 per share, a year earlier.
Combined ratio was 81.7%, down from 90.1%; net premiums earned fell 4.8% to $3,986 million.
Share repurchases totaled $783 million in the quarter, and book value per common share was $66.19 at March 31, 2026.
Mondelez reported first-quarter 2026 net revenues of $10.08 billion, up 8.2%, and diluted EPS of $0.44, up 41.9%. The EPS gain was driven mainly by a favorable year-over-year swing in mark-to-market derivative impacts, while Adjusted EPS fell 14.9% on a constant currency basis to $0.67. The company reaffirmed its 2026 outlook, which matters to shareholders because the core earnings measure declined and the full-year targets were not changed.
Net revenues were $10.08 billion, up 8.2%. Organic Net Revenue grew 3.0%, with volume/mix down 0.5 points.
Diluted EPS was $0.44, up 41.9%, mainly from mark-to-market derivative impacts. Adjusted EPS was $0.67, down 14.9% at constant currency.
Adjusted Operating Income decreased $261 million at constant currency, and Adjusted Operating Income margin fell 310 basis points to 11.7%.
For 2026, the company reaffirmed Organic Net Revenue growth of flat to 2% and Adjusted EPS growth of flat to 5% on a constant currency basis, and expects Free Cash Flow of about $3 billion.
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
EON Resources posted unaudited, preliminary fourth-quarter and full-year 2025 results, with revenue of $17 million against $19 million in 2024, as the company attributed the decline to lower average oil prices. The results include a $13.9 million gain tied to the September 9, 2025 recapitalization and a roughly $5 million fourth-quarter depletion and depreciation adjustment tied to year-end reserve reports, and the company says its balance sheet improved after retiring senior debt and eliminating preferred shares.
Revenue was $17 million in 2025 versus $19 million in 2024; net oil production was 250,000 barrels in both years.
Average 2025 oil price was $13 a barrel lower than in 2024.
Recurring G&A fell from about $8.0 million in 2024 to $7.0 million in 2025.
Retired $21 million of senior debt and eliminated preferred shares with a $27 million redemption value.
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
First Commonwealth Financial reported first-quarter 2026 net income of $37.5 million, or $0.37 per diluted share, down from $44.9 million ($0.43) in the fourth quarter of 2025 but up from $32.7 million ($0.32) a year earlier. Its board raised the quarterly cash dividend 3.7% to $0.14 per share, while the provision for credit losses rose to $10.7 million from $7.0 million in the prior quarter.
Net income was $37.5 million, or $0.37 per diluted share, versus $44.9 million ($0.43) in Q4 2025 and $32.7 million ($0.32) in Q1 2025.
Provision for credit losses was $10.7 million, up from $7.0 million in Q4 2025, driven by a $4.2 million increase in reserves for individually analyzed commercial credits.
Quarterly dividend increased to $0.14 per share, payable May 22, 2026 to shareholders of record as of May 8, 2026.
Net interest margin was 3.92%, down from 3.98% in Q4 2025 and up from 3.62% in Q1 2025.
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.
NexPoint Residential Trust reported first-quarter 2026 results with total revenue of $63.5 million, up from $63.2 million a year earlier, and a net loss of $6.8 million, or $0.27 per diluted share, roughly flat with the prior year. Core FFO and AFFO both declined year over year, and Same Store NOI fell 2.7%, while the company reaffirmed its 2026 guidance ranges.
Total revenues were $63.5 million for Q1 2026, compared with $63.2 million for Q1 2025.
Net loss attributable to common stockholders was $6.8 million, or $0.27 per diluted share, versus $6.9 million, or $0.27, in Q1 2025.
Core FFO was $17.3 million, or $0.68 per diluted share, versus $19.1 million, or $0.75; AFFO was $19.6 million versus $21.6 million.
The company reaffirmed 2026 guidance, including Core FFO per diluted share of $2.42 to $2.71, and declared a Q2 2026 dividend of $0.53 per share payable June 30, 2026.
PACCAR reported first quarter 2026 revenue of $6.78 billion, down from $7.44 billion a year earlier, and net income of $605.3 million ($1.15 per diluted share), up from $505.1 million ($0.96) in the first quarter of 2025. The prior-year figure included a $264.5 million after-tax charge for European civil litigation, so the company's adjusted prior-year net income was $769.6 million ($1.46 per diluted share), which is above the current quarter.
Q1 2026 revenue of $6.78 billion vs. $7.44 billion in Q1 2025.
Q1 2026 net income of $605.3 million ($1.15 per diluted share) vs. $505.1 million ($0.96) in Q1 2025.
Q1 2025 adjusted net income (non-GAAP) was $769.6 million ($1.46 per diluted share), excluding the EC-related claims charge.
Truck segment pretax profit was $176.2 million vs. $364.9 million; 2026 capital expenditure is projected at $725-$775 million.
Sysco reported fiscal third-quarter 2026 results for the 13 weeks ended March 28, 2026, with sales up 4.7% but GAAP net earnings and diluted EPS both down. Adjusted EPS fell 2.1% to $0.94, and management said it expects full-year adjusted EPS at the high end of its $4.50 to $4.60 guidance range, which is pending Jetro Restaurant Depot acquisition remains subject to regulatory review.
Sales rose 4.7% to $20.5 billion; U.S. Foodservice local case volume rose 3.3%
GAAP net earnings fell 15.2% to $340 million; diluted EPS fell 13.4% to $0.71
Adjusted EPS fell 2.1% to $0.94; full-year adjusted EPS expected at the high end of $4.50 to $4.60
Year-to-date free cash flow rose 19% to $1.1 billion; $978 million returned to shareholders in first 39 weeks
Hope Bancorp reported first-quarter 2026 net income of $29.5 million, or $0.23 per diluted share, up 40% from a year earlier but down 14% from the fourth quarter of 2025. Net interest income and noninterest income both declined from the prior quarter, while noninterest expense also fell, and the efficiency ratio improved to 67.0%. The board also declared a $0.14 quarterly dividend, and the company said the pending MANUBANK acquisition is expected to close in the second half of 2026.
Net income of $29.5 million, or $0.23 per diluted share, compared with $21.1 million ($0.17) a year earlier and $34.5 million ($0.27) in the fourth quarter of 2025.
Net interest margin of 2.90%, unchanged from the fourth quarter of 2025 and up 36 basis points from 2.54% a year earlier.
Nonperforming assets of $120.5 million at March 31, 2026, down from $136.1 million at December 31, 2025.
Quarterly cash dividend of $0.14 per common share, payable on or about May 22, 2026, to holders of record as of May 8, 2026.
Commvault reported fourth-quarter fiscal 2026 revenue of $312 million, up 13% year over year, and non-GAAP diluted earnings per share of $1.28, up from $1.03. GAAP net income fell to $15 million, or $0.34 per diluted share, from $31 million, after an $18.6 million restructuring charge. The company also gave fiscal 2027 guidance for total revenues of $1,300 million to $1,310 million and free cash flow of $250 million to $260 million.
Q4 fiscal 2026 total revenues were $312 million, up 13% year over year; SaaS revenue was $93 million, up 43%.
GAAP net income was $15 million ($0.34 per diluted share) versus $31 million ($0.69) a year earlier; restructuring expense was $18.6 million.
Non-GAAP diluted EPS was $1.28 versus $1.03; operating cash flow was $132 million.
Fiscal 2027 guidance: total revenues $1,300 million to $1,310 million; subscription revenue $1,115 million to $1,125 million; free cash flow $250 million to $260 million.
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.
S&P Global reported first-quarter 2026 revenue of $4.171 billion, up 10%, and GAAP diluted EPS of $4.69, up 32%. It lowered reported revenue growth guidance for 2026 by about 30 basis points, to 6.3% to 8.3%, and raised expected net interest expense by about $10 million, while keeping adjusted diluted EPS guidance at $19.40 to $19.65.
Q1 2026 revenue was $4.171 billion, up from $3.777 billion in Q1 2025.
GAAP net income attributable to S&P Global was $1.395 billion, up 28%; GAAP diluted EPS was $4.69 versus $3.54.
2026 reported revenue growth guidance is now 6.3% to 8.3%; organic constant currency growth guidance is unchanged at 6.0% to 8.0%.
The company repurchased $1 billion of shares in Q1 and expects to return 100% or more of adjusted free cash flow through dividends and buybacks in 2026.
Asbury Automotive Group reported first quarter 2026 GAAP net income of $188 million, or $9.87 per diluted share, up from $132 million a year earlier, driven by a $94 million after-tax net gain on divestitures. Excluding that gain and other non-GAAP items, adjusted net income fell 24% to $102 million, or $5.37 per diluted share, while revenue declined 1% to $4.1 billion, so shareholders face mixed headline results.
GAAP net income of $188 million ($9.87 per diluted share), up 42% from $132 million ($6.71 per diluted share) in first quarter 2025
Adjusted net income of $102 million ($5.37 per diluted share), down 24% from $134 million ($6.82 per diluted share)
Revenue of $4.1 billion, down 1% from $4,148.5 million; gross profit of $727 million versus $724 million
Repurchased approximately 678,000 shares for $147 million; about $453 million remained on the authorization as of March 31, 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
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.
Kimberly-Clark reported first quarter 2026 results for the period ended March 31, 2026, with net sales of $4.2 billion, up 2.7%, and reported diluted EPS from continuing operations of $1.70 versus $1.39 a year earlier. Adjusted EPS from continuing operations fell 1.2% to $1.60, mainly due to a higher adjusted effective tax rate, and the company reaffirmed its 2026 outlook, which it says reflects assumptions subject to change in the macro environment.
Net sales were $4.2 billion, up 2.7%, with organic sales growth of 2.5%.
Adjusted EPS from continuing operations was $1.60, down 1.2%; reported diluted EPS from continuing operations was $1.70 versus $1.39.
Operating profit was $753 million, including a $120 million benefit from insurance claim settlements; adjusted operating profit rose 3.7% to $732 million.
The company reaffirmed its 2026 outlook and expects adjusted EPS from continuing operations to grow at a double-digit rate on a constant-currency basis.
Allegion reported first-quarter 2026 revenue of $1,033.6 million, up 9.7%, but diluted EPS of $1.59 fell 7.0% and adjusted EPS of $1.80 fell 3.2%. The company raised its full-year 2026 reported revenue growth outlook to 6% to 8%, including the DCI acquisition, while affirming its adjusted EPS outlook of $8.70 to $8.90.
Q1 2026 net earnings were $138.1 million, or $1.59 per share, versus $1.71 a year earlier; adjusted EPS was $1.80 versus $1.86.
Organic revenue rose 2.6%, led by the Americas; International organic revenue fell 5.3% after ERP-related volume declines.
Reported 2026 EPS outlook was updated to $7.95 to $8.15, while adjusted EPS of $8.70 to $8.90 was affirmed.
On April 15, 2026, the board authorized repurchases of up to $500.0 million of ordinary shares.
Armstrong World Industries reported first-quarter 2026 net sales of $409.9 million, up 7.1%, but operating income fell 4.4% to $94.2 million and diluted earnings per share fell 1.9% to $1.55. The company raised its 2026 adjusted diluted EPS guidance to $8.15 to $8.45 and reaffirmed its net sales, adjusted EBITDA and adjusted free cash flow guidance.
Net sales rose to $409.9 million from $382.7 million; operating income fell to $94.2 million from $98.5 million.
Diluted EPS was $1.55 versus $1.58; adjusted diluted EPS rose 1.8% to $1.69.
2026 adjusted diluted EPS guidance raised to $8.15 to $8.45, up 10% to 14% from 2025's $7.41; other guidance reaffirmed.
Architectural Specialties operating income fell 37.2% to $9.3 million, with a $2 million tariff adjustment and $3 million in Eventscape acquisition costs cited.
ArcBest reported unaudited first quarter 2026 results on April 28, 2026. Revenue rose to $998.8 million from $967.1 million a year earlier, but the company posted a net loss of $1.0 million, or $0.05 per diluted share, compared with net income of $3.1 million, or $0.13, in the prior-year quarter. Asset-Light profitability improved, while the Asset-Based operating ratio worsened, so per-share profit fell for shareholders on both a GAAP and non-GAAP basis.
Revenue of $998.8 million versus $967.1 million in first quarter 2025
GAAP net loss of $1.0 million, or $0.05 per diluted share, versus net income of $3.1 million, or $0.13
Non-GAAP net income of $7.2 million, or $0.32 per diluted share, versus $11.9 million, or $0.51
Asset-Based operating ratio of 97.3% versus 95.9%; Asset-Light operating income of $0.2 million versus a loss of $4.4 million
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