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).
Jack Henry & Associates reported deconversion revenue of $18.7 million for the fiscal third quarter ended March 31, 2026, and raised its full-year fiscal 2026 deconversion revenue estimate to $37 million. The company says deconversion revenue mainly arises when a client is acquired by another financial institution, is driven by factors outside its control, and is excluded from its non-GAAP revenue.
Fiscal Q3 2026 deconversion revenue was $18.7 million, for the quarter ended March 31, 2026.
Full-year fiscal 2026 deconversion revenue estimate increased to $37 million.
Deconversion revenue is excluded from non-GAAP revenue in Jack Henry's quarterly and annual earnings releases.
The release was issued April 28, 2026, as Exhibit 99.1 to a Form 8-K.
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.
Unum reported first-quarter 2026 net income of $232.0 million ($1.41 per diluted share), up from $189.1 million ($1.06) a year earlier. After-tax adjusted operating income, which excludes investment losses and Closed Block results, rose to $352.5 million ($2.14 per share) from $348.8 million ($1.95). The company also gave a full-year 2026 outlook of $8.60 to $8.90 per share for after-tax adjusted operating income.
Net income was $232.0 million ($1.41 per diluted share) in Q1 2026, versus $189.1 million ($1.06) in Q1 2025.
After-tax adjusted operating income was $352.5 million ($2.14 per diluted share), versus $348.8 million ($1.95) a year earlier.
The Closed Block segment posted an adjusted operating loss of $145.3 million, compared with adjusted operating income of $8.0 million in Q1 2025.
Full-year 2026 outlook is $8.60 to $8.90 per share, about 8% to 12% growth over the redefined 2025 result of $7.93.
WM reported first-quarter 2026 revenue of $6.227 billion, up from $6.018 billion a year earlier, and diluted EPS of $1.79 versus $1.58. The company said it reaffirmed its full-year 2026 financial outlook, and free cash flow rose to $920 million from $475 million, which shareholders received through $729 million in dividends and buybacks.
Revenue $6.227 billion vs. $6.018 billion, up 3.5%, with core price up 6.3%
Diluted EPS $1.79 vs. $1.58; adjusted diluted EPS $1.81 vs. $1.67
Free cash flow $920 million vs. $475 million; $729 million returned to shareholders, including $385 million in dividends and $344 million in share repurchases
Full-year 2026 financial outlook reaffirmed; results webcast set for April 29, 2026 at 10 a.m. ET
Essex Property Trust reported first-quarter 2026 results, with Core FFO per diluted share of $4.06, up 2.3% from $3.97 a year earlier and $0.11 above the midpoint of its guidance range. Net income per diluted share fell to $1.65 from $3.16, mainly because of a gain on sale of real estate and land recognized in the first quarter of 2025. For shareholders, the company kept its full-year Core FFO guidance unchanged while raising its midpoints for net income and Total FFO.
Core FFO per diluted share $4.06 vs. $3.97 in Q1 2025 (+2.3%); same-property revenue up 2.9% and same-property NOI up 4.1% year over year
Net income per diluted share $1.65 vs. $3.16 in Q1 2025 (-47.8%), mainly due to a Q1 2025 gain on sale of real estate and land
Full-year 2026 Core FFO guidance reaffirmed at $15.69 to $16.19; Total FFO midpoint raised $0.17 to $15.96 and net income midpoint raised $0.07 to $5.87
Repurchased $61.9 million of common stock year-to-date through April 27, 2026; $240.8 million of purchase authority remains
Renasant reported first-quarter 2026 net income of $88.2 million, or $0.94 per diluted share, up from $78.9 million and $0.83 in the fourth quarter of 2025 and from $41.5 million and $0.65 in the first quarter of 2025. The board raised the quarterly cash dividend by $0.01 to $0.24 per share and increased the stock repurchase authorization by $100.0 million, leaving about $136.8 million available as of April 28, 2026.
Net income $88.2 million; diluted EPS $0.94 vs. $0.83 in Q4 2025 and $0.65 in Q1 2025
Adjusted diluted EPS (non-GAAP) $0.93 vs. $0.91 in Q4 2025 and $0.66 in Q1 2025
Net interest income (fully tax equivalent) $228.4 million, down $3.9 million linked quarter; net interest margin 3.87%, down 2 basis points
Quarterly dividend $0.24 per share, payable June 30, 2026, to holders of record as of June 16, 2026
H2O America reported first quarter 2026 GAAP net income of $19.0 million, up 15% from $16.6 million a year earlier, on operating revenue of $183.3 million, up 9%. GAAP diluted EPS was flat at $0.49, and the company reiterated its 2026 standalone adjusted diluted EPS guidance of $3.08-$3.18, which excludes the pending Quadvest acquisition.
Operating revenue of $183.3 million, up 9% from $167.6 million, driven mainly by $11.8 million in rate increases
GAAP diluted EPS of $0.49, unchanged from the prior year quarter; adjusted diluted EPS of $0.50, also unchanged
2026 standalone adjusted diluted EPS guidance of $3.08-$3.18 reiterated; Quadvest closing expected in the second half of 2026
Quarterly dividend of $0.44 per share declared April 27, 2026, payable June 1, 2026
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
Extra Space Storage reported first-quarter 2026 results on April 28, 2026. Core FFO rose 2.0% to $2.04 per diluted share and same-store revenue grew 1.7%, while GAAP net income per diluted share fell 10.9% to $1.14, a comparison the company tied to a 2025 gain on real estate sales. The company kept its 2026 Core FFO outlook at $8.05 to $8.35 per share, unchanged from February 19, 2026.
Core FFO was $2.04 per diluted share, up 2.0% from $2.00 a year earlier; FFO was $1.97 per diluted share versus $1.93.
Same-store revenue rose 1.7% and same-store net operating income rose 1.2%, while same-store occupancy was 93.0% at March 31, 2026, down from 93.2%.
The 2026 Core FFO outlook of $8.05 to $8.35 per share was unchanged; the company raised its one-month SOFR assumption to 3.65% from 3.46%.
FirstEnergy reported first quarter 2026 GAAP net income of $405 million, or $0.70 per share, up from $360 million, or $0.62 per share, a year earlier, on revenue of $4.2 billion versus $3.8 billion. Core Earnings (non-GAAP) rose 7.5% to $0.72 per share, and the company reaffirmed its 2026 Core EPS guidance of $2.62 to $2.82 per share, so shareholders see higher first quarter earnings with the full-year outlook unchanged.
Q1 2026 GAAP EPS was $0.70 versus $0.62 in Q1 2025; GAAP earnings were $405 million versus $360 million.
Q1 2026 Core EPS was $0.72 versus $0.67 in Q1 2025, a 7.5% increase.
2026 Core EPS guidance of $2.62 to $2.82 per share was reaffirmed, along with Core EPS compound annual growth near the top end of 6-8% for 2026 to 2030.
The company invested nearly $1.4 billion in capital in the first quarter and reaffirmed a $36 billion 2026-2030 capital investment plan.
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
Landstar System reported first-quarter 2026 revenue of $1.171 billion, up 2% from $1.153 billion a year earlier, and earnings per share of $1.16, up 36% from $0.85. The company said the prior-year quarter was reduced by about $0.10 per share from a supply chain fraud matter it had previously disclosed. For shareholders, the filing also shows continued capital return through $22.6 million of share repurchases and a declared quarterly dividend of $0.40 per share.
Revenue was $1.171 billion, up 1.6% from $1.153 billion; gross profit rose 14.5% to $112.5 million.
Net income was $39.4 million, or $1.16 per share, compared with $29.8 million, or $0.85 per share, in the first quarter of 2025.
Landstar repurchased 150,923 shares for $22.6 million in the quarter and declared a $0.40 quarterly dividend payable June 9, 2026.
The slide presentation said April 2026 truck revenue per load was about 13% above April 2025, while truck loads were approximately equal year over year.
Ingersoll Rand reported first-quarter 2026 revenue of $1,847 million, up 8%, and net income attributable to the company of $192 million, or $0.49 per share, compared with $0.46 a year earlier. Adjusted EPS rose 7% to $0.77, but adjusted EBITDA margin fell to 25.4% from 26.8%, and free cash flow dropped to $163 million from $223 million. The company kept its full-year 2026 guidance unchanged.
Revenue of $1,847 million, up 8%; reported orders of $1,978 million, up 5%
Net income attributable to Ingersoll Rand of $192 million, $0.49 per share, versus $0.46 a year earlier
Adjusted EBITDA of $469 million, up 2%, with margin of 25.4% versus 26.8% in the prior year period
Full-year 2026 guidance maintained: revenue growth of 2.5% to 4.5% and adjusted EPS of $3.45 to $3.57
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.
NXP reported first quarter 2026 revenue of $3.18 billion, up 12% from a year earlier, and non-GAAP diluted earnings of $3.05 per share, up from $2.64. GAAP diluted EPS was $4.43, helped by a one-time $627 million gain on the sale of its MEMS Sensors business. The company guided second quarter 2026 revenue to $3.35 billion to $3.55 billion, which would be up 14% to 21% from a year earlier.
Revenue was $3.18 billion, up 12% year over year and down 5% from the fourth quarter of 2025.
Non-GAAP diluted EPS was $3.05, up 16% from $2.64; GAAP diluted EPS was $4.43 including the $627 million gain on the MEMS Sensors sale.
Second quarter 2026 guidance: revenue of $3.35 billion to $3.55 billion and non-GAAP diluted EPS of $3.29 to $3.72.
Capital return was $358 million in the quarter, or 50.1% of non-GAAP free cash flow of $714 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.
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.
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
PPG reported first quarter 2026 net sales of $3.93 billion, up 7% from a year earlier, with reported EPS of $1.70 and adjusted EPS of $1.83, up 6%. The company reaffirmed its full-year 2026 adjusted EPS guidance range of $7.70 to $8.10, while the Industrial Coatings segment's EBITDA fell 7%.
Net sales were $3.93 billion, up 7%, but organic sales rose only 1%; currency translation added 6 points.
Reported EPS was $1.70 versus $1.64 a year earlier; adjusted EPS was $1.83 versus $1.72.
Full-year 2026 EPS guidance of $7.70 to $8.10 was maintained; second-quarter organic sales and adjusted EPS are expected to be flat to up a low single-digit percentage.
Industrial Coatings segment EBITDA fell 7% to $245 million, while Global Architectural Coatings segment EBITDA rose 28% to $184 million.
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.
Caesars Entertainment reported first-quarter 2026 results, with net revenues of $2.9 billion, up from $2.8 billion a year earlier, and a net loss attributable to Caesars of $98 million, versus $115 million in the prior-year quarter. Consolidated Adjusted EBITDA rose slightly to $887 million, and Caesars Digital Adjusted EBITDA increased to $69 million from $43 million, while the Las Vegas and Regional segments' adjusted EBITDA declined modestly.
Net revenues were $2,870 million, up 2.7% from $2,794 million in the first quarter of 2025.
Net loss attributable to Caesars narrowed to $98 million, or $0.48 per share, from $115 million, or $0.54 per share.
Consolidated Adjusted EBITDA was $887 million versus $884 million; Las Vegas Adjusted EBITDA fell 1.6% to $426 million.
A10 Networks reported first-quarter 2026 revenue of $75.0 million, up 13.4% from a year earlier, and GAAP net income of $12.0 million, or $0.17 per diluted share, compared with $9.5 million, or $0.13, in the same quarter of 2025. Management reiterated its full-year 2026 guidance and declared a quarterly dividend of $0.06 per share, while operating cash flow fell to $2.2 million from $17.2 million.
Revenue of $75.0 million, up 13.4% from $66.1 million in Q1 2025.
GAAP net income of $12.0 million, or $0.17 per diluted share, versus $9.5 million, or $0.13, a year earlier.
2026 outlook reiterated: revenue growth of 10-12%, adjusted EBITDA margin of 28-30%, and EPS growth of 12-14%.
Quarterly dividend of $0.06 per share, payable June 1, 2026 to holders of record May 15, 2026; operating cash flow was $2.2 million versus $17.2 million a year earlier.
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
Omnicom reported first-quarter 2026 results for the period ended March 31, 2026, its first full quarter including IPG, which it acquired on November 26, 2025. Revenue rose to $6.2 billion and net income attributable to Omnicom rose to $405.2 million, but diluted EPS of $1.35 fell $0.10 from $1.45 as weighted-average diluted shares increased to 299.2 million from 198.3 million. Non-GAAP adjusted diluted EPS rose 11.8% to $1.90.
Revenue was $6.2 billion, versus $3.7 billion a year earlier, primarily due to the IPG acquisition; core operations revenue was $5.6 billion, up 3.9% organically.
GAAP diluted EPS was $1.35, down from $1.45; Non-GAAP adjusted diluted EPS was $1.90, up from $1.70.
Core operations adjusted EBITA was $833.5 million, with a 14.8% margin, versus 12.4% a year earlier, primarily due to cost reduction synergies.
Management said it expects $3.5 billion in share repurchases this year under a $5.0 billion authorization.
Sensata reported first-quarter 2026 revenue of $934.8 million, up 2.6% from a year earlier, with GAAP earnings per share of $0.59 versus $0.47 and adjusted EPS of $0.86 versus $0.78. The company guided second-quarter 2026 revenue to $950 million to $980 million and adjusted EPS to $0.89 to $0.95, compared with $0.87 in the second quarter of 2025, which points to continued year-over-year growth.
Q1 2026 revenue was $934.8 million, up $23.6 million or 2.6%; organic revenue rose 4.2%.
GAAP EPS was $0.59 versus $0.47; adjusted EPS was $0.86 versus $0.78, up 10.3%.
Q2 2026 guidance: revenue of $950 million to $980 million and adjusted EPS of $0.89 to $0.95.
Free cash flow was $104.6 million; the company returned about $42.6 million to shareholders, including $25.1 million in share repurchases.
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.
Rogers Corporation reported first quarter 2026 net sales of $200.5 million, up 5.2% from a year earlier, and GAAP diluted earnings of $0.25 per share compared with a loss of $(0.08) per share in the first quarter of 2025. The company also gave second quarter 2026 guidance of $210 million to $220 million in net sales and $0.90 to $1.10 in adjusted earnings per diluted share, which gives shareholders a near-term outlook to compare against future results.
Net sales of $200.5 million rose $10.0 million year over year, including a $7.9 million foreign currency benefit, but were down from $201.5 million in the fourth quarter of 2025.
Adjusted EBITDA was $32.0 million, up from $19.5 million a year earlier, and adjusted EBITDA margin was 16.0% versus 10.2%.
Q2 2026 guidance: net sales of $210 million to $220 million, gross margin of 32.5% to 33.5%, adjusted EBITDA of $35 million to $41 million, and adjusted EPS of $0.90 to $1.10.
Free cash flow was $1.1 million versus $2.1 million a year earlier; net cash from operating activities was $5.8 million. Ali El-Haj is interim President and CEO.
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
Merchants Bancorp reported first quarter 2026 net income of $67.7 million, up $9.5 million or 16% from a year earlier, and diluted earnings per share of $1.25, up 34% from $0.93, though down 2% from the fourth quarter of 2025. Total assets reached $20.3 billion, and the FDIC and IDFI memorandum of understanding was terminated during the quarter.
Net income of $67.7 million versus $58.2 million in Q1 2025 and $67.8 million in Q4 2025
Diluted EPS of $1.25 versus $0.93 in Q1 2025 and $1.28 in Q4 2025
Noninterest income rose $22.9 million, or 97%, year over year, mainly from mortgage servicing rights fair value adjustments
Non-performing loans rose $50.0 million, or 25%, in the quarter to $247.5 million, mainly from four multi-family relationships
UMB Financial Corporation reported first quarter 2026 GAAP net income available to common shareholders of $255.6 million, or $3.35 per diluted share, compared with $1.21 a year earlier, and total revenue of $739.2 million, up 31.1%. The company also declared a $0.43 quarterly common dividend and authorized repurchase of up to two million common shares, which the release says increased the prior one million share authorization.
Q1 2026 GAAP EPS of $3.35 versus $2.74 in Q4 2025 and $1.21 in Q1 2025; net operating income per diluted share was $3.41.
Net interest margin was 3.38%, up 42 basis points from Q1 2025; net charge-offs were 0.19% of average loans.
Quarterly common dividend of $0.43 per share, payable July 1, 2026, to holders of record June 10, 2026.
Repurchase authorization covers up to two million shares until the Board meeting following the 2027 annual shareholder meeting.
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.
Werner Enterprises reported first quarter 2026 total revenues of $808.6 million, up 14% from a year earlier, and a GAAP net loss attributable to Werner of $4.3 million, down from $10.1 million. Results were helped by the FirstFleet acquisition and higher One-Way Truckload rates, and the company updated its 2026 Dedicated revenue-per-truck guidance to flat to 3%, up from negative 1% to 2%.
Total revenues were $808.6 million, up $96.5 million or 14%; operating income was $4.0 million versus a $5.8 million operating loss a year earlier.
Diluted loss per share was $0.07 versus $0.16 a year earlier; non-GAAP adjusted diluted earnings per share was $0.02 versus a $0.12 loss.
Cash flow from operations was $89.2 million, up from $29.4 million; no shares were repurchased in the quarter.
FirstFleet acquisition closed January 27, 2026 for a total purchase price of $282.8 million; 2026 Dedicated revenue-per-truck growth guidance was updated to flat to 3%.
Booking Holdings reported first quarter 2026 results on April 28, 2026, with revenue of $5.5 billion, up 16%, and net income of $1.1 billion, compared with $333 million a year earlier. The company said the Middle East conflict reduced room night growth by about 2 percentage points, and it guided to second quarter revenue growth of 4% to 6% and full-year Adjusted EPS growth in the low to mid-teens.
Revenue rose 16% to $5.5 billion (about 10% on a constant currency basis); gross bookings rose 15% to $53.8 billion.
Net income was $1.1 billion; GAAP EPS was $1.36 and Adjusted EPS was $1.14, up 14%, with a $89 million litigation settlement benefit among the adjustments.
Q2 2026 guidance calls for room nights growth of 2% to 4% and revenue growth of 4% to 6%.
The board declared a $0.42 per share dividend payable June 30, 2026; the company repurchased $3.6 billion of stock in the quarter.
Expand Energy reported first quarter 2026 net income of $1,159 million, or $4.81 per diluted share, compared with a net loss of $249 million, or $1.06 per share, a year earlier. Total revenues and other rose to $4,397 million from $2,196 million, and the company reaffirmed its 2026 production outlook of about 7.5 Bcfe/d. The results also show net debt down to $2,805 million from $4,409 million at year-end 2025, which matters to shareholders because it reflects both debt reduction and share repurchases.
Diluted earnings of $4.81 per share vs. a loss of $1.06 per share in Q1 2025; adjusted diluted EPS of $3.83 vs. $2.02
Total revenues and other of $4,397 million vs. $2,196 million a year earlier
Net debt of $2,805 million at March 31, 2026, down from $4,409 million at December 31, 2025
Repurchased $150 million of common stock through April 24, 2026; quarterly base dividend of $0.575 per share payable June 4, 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
Franklin Resources reported second-quarter results for the period ended March 31, 2026, with net income attributable to the company of $268.2 million, or $0.49 per diluted share, up from $151.4 million, or $0.26, a year earlier. Operating revenues were $2,294.9 million, down 1% from the prior quarter but up 9% from a year earlier, and the company reported $16.9 billion in long-term net inflows.
Net income attributable to Franklin Resources was $268.2 million, or $0.49 per diluted share, versus $255.5 million, or $0.46, in the prior quarter and $151.4 million, or $0.26, a year earlier.
Operating revenues were $2,294.9 million, down 1% from $2,327.1 million in the prior quarter and up 9% from $2,111.4 million a year earlier.
Adjusted diluted earnings per share, a non-GAAP measure, were $0.71, compared with $0.70 in the prior quarter and $0.47 a year earlier.
Ending assets under management were $1,682.1 billion at March 31, 2026, and the company repurchased 2.3 million shares for $57.1 million during the quarter.
Universal Health Services reported first-quarter 2026 net income attributable to UHS of $348.7 million, or $5.65 per diluted share, up from $316.7 million, or $4.80 per diluted share, a year earlier. Net revenues rose 9.6% to $4.495 billion, and adjusted earnings per diluted share were $5.62 compared with $4.84, which shows higher earnings for shareholders on both measures.
Net revenues rose 9.6% to $4.495 billion from $4.100 billion in the first quarter of 2025.
Diluted earnings per share were $5.65 versus $4.80; adjusted diluted earnings per share were $5.62 versus $4.84.
Net cash provided by operating activities was $402 million, up from $360 million.
The company repurchased 675,000 shares for about $127.3 million in the first quarter, with about $1.298 billion of repurchase authorization remaining as of March 31, 2026.
Ecolab reported first-quarter 2026 net sales of $4.1 billion, up 10%, and reported diluted EPS of $1.52, up 8%. Adjusted diluted EPS was $1.70, up 13%, and the company reiterated its 2026 adjusted EPS outlook of $8.43 to $8.63, which excludes the pending CoolIT Systems acquisition. For shareholders, sales and earnings both grew, but management guided to a short second-quarter transition as higher commodity costs rise before its energy surcharge fully offsets them.
Q1 2026 reported net sales were $4.1 billion, up 10%; organic sales grew 4%.
Reported net income attributable to Ecolab was $432.6 million, up 7%; adjusted diluted EPS was $1.70, up 13%.
2026 adjusted diluted EPS outlook of $8.43 to $8.63 was maintained; Q2 2026 adjusted EPS is expected at $2.02 to $2.12.
Special charges for 2026 are expected to be about $0.60 to $0.65 per share, mainly restructuring.
Franklin Electric reported first quarter 2026 net sales of $500.4 million, up 10% from $455.2 million a year earlier, and GAAP diluted EPS of $0.77 versus $0.67. The company maintained its full-year 2026 guidance for net sales of $2.17 billion to $2.24 billion and adjusted diluted EPS of $4.40 to $4.60. Operating margin was 9.6% versus 9.7% a year earlier, and operating cash flow was negative $40.9 million for the quarter.
Net sales $500.4 million, up 10% from $455.2 million in Q1 2025; all three segments grew
GAAP diluted EPS $0.77 vs. $0.67; adjusted diluted EPS (non-GAAP) $0.83 vs. $0.67
Operating income $48.1 million vs. $44.1 million, including $3.9 million of restructuring expense
Full-year 2026 guidance maintained: net sales $2.17 billion to $2.24 billion; adjusted diluted EPS $4.40 to $4.60
Sherwin-Williams reported first-quarter 2026 net sales of $5.67 billion, up 6.8%, and diluted earnings per share of $2.15, up 7.5% from $2.00 a year earlier. The company reaffirmed its full-year 2026 adjusted diluted earnings per share guidance of $11.50 to $11.90.
Net sales rose 6.8% to $5.67 billion; Paint Stores Group same-store sales rose 2.4%.
Diluted EPS was $2.15 versus $2.00; adjusted diluted EPS was $2.35 versus $2.25.
Full-year 2026 adjusted diluted EPS guidance of $11.50 to $11.90 was reaffirmed; second-quarter net sales are expected to rise a mid-single digit percentage.
Returned $772.7 million to shareholders through dividends and repurchases of 1.6 million shares in the quarter.
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.
Corning reported first-quarter 2026 GAAP sales of $4.14 billion, up 20% from a year earlier, and GAAP diluted EPS of $0.43, up 139%. Core sales rose 18% to $4.35 billion and core EPS rose 30% to $0.70, led by Optical Communications and the Solar segment. For the second quarter, the company expects core EPS of $0.73 to $0.77, a figure that includes $30 million of added expense from an extended maintenance shutdown at its solar wafer facility.
GAAP net income attributable to Corning was $371 million, up 136% from $157 million a year earlier.
Optical Communications sales rose 36% to $1,846 million, and Solar sales rose 80% to $370 million.
Two additional hyperscale customers signed large, long-term agreements similar in size and duration to the multiyear, up-to-$6 billion agreement with Meta.
Second-quarter outlook: core sales growth of about 14% to approximately $4.6 billion and core EPS of $0.73 to $0.77.
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