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).
California Water Service Group reported first-quarter 2026 net income of $4.0 million, or $0.07 per diluted share, down from $13.3 million, or $0.22, a year earlier, while revenue rose to $214.6 million from $204.0 million. The company said results do not include any benefit from its 2024 California general rate case, for which the CPUC issued a revised proposed decision on April 29, 2026, with a final decision expected April 30, 2026 or shortly after.
Operating revenue was $214.6 million versus $204.0 million; operating expenses were $196.4 million versus $181.6 million.
Water production costs rose $8.3 million, primarily due to higher wholesale water rates.
The revised proposed decision authorizes additional revenue of $90.5 million in 2026 (10.9%), $43.2 million in 2027 and $48.9 million in 2028.
The Board declared a quarterly dividend of $0.3350 per share, payable May 22, 2026 to holders of record May 11, 2026.
Acadia Healthcare reported first-quarter 2026 revenue of $828.8 million, up 7.6% from a year earlier, but reported and adjusted earnings per diluted share both fell. The company raised its full-year 2026 adjusted EBITDA and adjusted EPS guidance and issued second-quarter guidance, which matters to shareholders because the higher outlook is set against lower quarterly per-share earnings.
Revenue was $828.8 million, up 7.6%; same-facility revenue rose 7.3%
Reported EPS was $0.05 versus $0.09; adjusted EPS was $0.37 versus $0.40
Full-year 2026 adjusted EBITDA guidance raised to $580 to $615 million from $575 to $610 million
Full-year adjusted EPS guidance raised to $1.35 to $1.60 from $1.30 to $1.55; second-quarter revenue guidance is $835 to $850 million
Rambus appointed Sumeet Gagneja as senior vice president and chief financial officer, effective April 29, 2026, reporting to CEO Luc Seraphin. John Allen stops serving as interim CFO and remains vice president, accounting and chief accounting officer.
Sumeet Gagneja was divisional CFO of AMD's Data Center segment from October 2024 to April 2026 and CFO of Western Digital's Flash business from September 2022 to October 2024.
Gagneja's offer letter sets a base salary of $475,000, a target bonus of 75% of base salary, a $300,000 new hire bonus, and equity grants valued at $1,625,000 (RSUs), $1,625,000 (performance shares) and $3,000,000 (new hire RSUs).
John Allen ceases to be interim CFO on April 29, 2026 and continues as vice president, accounting and chief accounting officer.
FMC reported first-quarter 2026 revenue of $759 million, down 4% from a year earlier, and a GAAP net loss of $281 million, compared with a $16 million loss in the prior-year quarter. Adjusted EBITDA fell 40% to $72 million, and the company reaffirmed its full-year 2026 guidance, which calls for a 17% decline in Adjusted EBITDA at the midpoint. The filing also says FMC is evaluating strategic alternatives, with no assurance that the process will result in a transaction.
Q1 2026 revenue was $759 million, down 4% versus Q1 2025; organic revenue declined 9%.
GAAP loss was $2.25 per diluted share versus a $0.12 loss a year earlier; the period included a $124.7 million non-GAAP tax adjustment tied to valuation allowances.
Adjusted loss per diluted share was $0.23, versus Adjusted earnings of $0.18 per share a year earlier.
Full-year 2026 guidance was reaffirmed: revenue excluding India of $3.60 billion to $3.80 billion and Adjusted EBITDA of $670 million to $730 million. Second-quarter revenue is guided to $850 million to $900 million.
Benchmark Electronics reported first quarter 2026 revenue of $677 million, up from $632 million a year earlier, and diluted GAAP EPS of $0.36, up from $0.10. The company raised its full-year 2026 revenue growth outlook to 9-10%, from prior expectations of mid-single-digit growth, and gave second quarter guidance of $700 million to $740 million in revenue.
Q1 2026 revenue $677 million vs. $632 million in Q1 2025 and $704 million in Q4 2025
Diluted GAAP EPS $0.36 vs. $0.10 a year earlier; non-GAAP diluted EPS $0.58 vs. $0.52
Full-year 2026 revenue growth outlook raised to 9-10%, from mid-single digits
Q2 2026 guidance: revenue $700 million to $740 million; non-GAAP diluted EPS $0.65 to $0.71
Wyndham reported first-quarter 2026 net revenues of $327 million, up 3% from $316 million, and diluted EPS of $0.80 versus $0.78, while net income was flat at $61 million. It updated its full-year outlook: net revenues were raised to $1.47-$1.50 billion and global RevPAR growth range was narrowed, but adjusted net income was lowered to $351-$365 million, and adjusted EBITDA and adjusted diluted EPS guidance were unchanged.
Q1 2026 net revenues rose 3% to $327 million; adjusted diluted EPS rose 12% to $0.96, or about 3% lower on a comparable basis
Full-year 2026 net revenues outlook raised to $1.47-$1.50 billion from $1.46-$1.49 billion
Full-year adjusted net income outlook lowered to $351-$365 million from $354-$368 million; adjusted EBITDA ($730-$745 million) and adjusted diluted EPS ($4.62-$4.80) outlooks unchanged
Net debt leverage ratio was 3.5 times at March 31, 2026; the company issued $650 million of 5.625% senior unsecured notes due 2033 in February 2026
Silgan reported first-quarter 2026 net sales of $1.56 billion, up 6% from a year earlier, mainly from passing through higher raw material costs. Net income fell to $63.0 million, or $0.60 per diluted share, from $68.0 million, or $0.63, a year earlier, and the company raised its full-year 2026 adjusted EPS estimate to $3.73 to $3.93 from $3.70 to $3.90.
Q1 2026 net sales $1.56 billion, up $94.6 million (6%); EBIT $126.6 million, down $3.9 million from $130.5 million
Q1 2026 adjusted EPS $0.78 versus $0.82 a year earlier; GAAP diluted EPS $0.60 versus $0.63
Full-year 2026 adjusted EPS estimate raised to $3.73 to $3.93 from $3.70 to $3.90; free cash flow estimate of approximately $450 million confirmed
Q2 2026 adjusted EPS estimate of $0.92 to $1.02 versus $1.01 in Q2 2025
Regency Centers reported first-quarter 2026 net income attributable to common shareholders of $125.1 million, or $0.68 per diluted share, up from $0.58 a year earlier. The company raised its 2026 net income per diluted share guidance to $2.45-$2.49 from $2.35-$2.39 and reaffirmed its Nareit FFO and Core Operating Earnings guidance.
Q1 2026 Nareit FFO was $1.20 per diluted share, up from $1.15; Core Operating Earnings was $1.16, up from $1.09.
Same Property NOI rose 4.4% year over year, and Same Property percent leased was 96.6%, flat year over year.
2026 net income per diluted share guidance raised to $2.45-$2.49 from $2.35-$2.39; Nareit FFO guidance of $4.83-$4.87 unchanged.
Board authorized a share repurchase program of up to $500 million on February 4, 2026, running until February 28, 2029.
Carpenter Technology reported fiscal third-quarter 2026 results for the period ended March 31, 2026, with net sales of $811.5 million, up 12% from a year earlier, and diluted EPS of $2.77 versus $1.88. The company raised its fiscal 2026 operating income guidance to $700 million to $705 million and its adjusted free cash flow outlook to approximately $350 million, which signals higher expected earnings and cash generation for shareholders.
Net sales were $811.5 million, up from $727.0 million in the prior-year quarter; diluted EPS was $2.77 versus $1.88.
Specialty Alloys Operations operating income was $208.0 million, with an adjusted operating margin of 35.6%.
Fourth-quarter fiscal 2026 operating income is expected to be between $205 million and $210 million.
The company repurchased $52.7 million of stock in the quarter, leaving $164.2 million under its $400.0 million program.
CONMED reported first-quarter 2026 net sales of $317.0 million, down 1.3% from a year earlier, while GAAP diluted EPS rose to $0.45 from $0.19 and adjusted diluted EPS fell to $0.89 from $0.95. The company raised its 2026 organic constant currency revenue growth outlook to 5.0% to 6.5% and kept its adjusted EPS outlook at $4.30 to $4.45, citing higher expected interest expense from a planned 2026 debt refinancing.
Q1 2026 net sales were $317.0 million, down 1.3% as reported and 2.9% in constant currency; a $15.5 million decrease came from exiting certain GI products.
GAAP diluted EPS was $0.45 versus $0.19; adjusted diluted EPS was $0.89 versus $0.95.
Full-year 2026 organic constant currency growth outlook raised to 5.0% to 6.5% from 4.5% to 6.0%.
Full-year 2026 reported revenue expected at $1.350 billion to $1.375 billion, versus prior guidance of $1.345 billion to $1.375 billion; adjusted EPS outlook reaffirmed at $4.30 to $4.45.
UDR reported first-quarter 2026 net income of $0.57 per diluted share, up from $0.23 a year earlier, and FFO of $0.63 per diluted share, up from $0.58. The company raised its full-year 2026 FFO guidance and will move from quarterly to monthly common dividends starting in July 2026, a change that affects shareholder cash distribution timing.
Q1 2026 FFO per diluted share was $0.63 versus $0.58 a year earlier; FFO as Adjusted was $0.62 versus $0.61.
Same-store net operating income fell 0.8% year over year, while same-store revenue rose 0.9%.
Full-year 2026 FFO per diluted share guidance rose to $2.48 to $2.58 from $2.47 to $2.57; FFO as Adjusted guidance was unchanged at $2.47 to $2.57.
Monthly common dividend of $0.145 per share begins with the July 31, 2026 payment, an annualized $1.74 per share.
Employers Holdings reported first-quarter 2026 net income of $10.2 million ($0.52 per diluted share), down 20% from $12.8 million a year earlier, while adjusted net income fell to $10.3 million ($0.53 per diluted share) from $21.3 million ($0.87). Gross premiums written fell 14.8% to $180.8 million, and the GAAP combined ratio rose to 107.1% from 102.0%. The Board also raised the quarterly dividend 6.25% to $0.34 per share and authorized a new repurchase program of up to $125.0 million through December 31, 2027.
Net income $10.2 million ($0.52 diluted EPS) vs. $12.8 million ($0.52) in Q1 2025; adjusted net income $10.3 million ($0.53) vs. $21.3 million ($0.87)
Gross premiums written $180.8 million, down 14.8%; net premiums earned $180.9 million, down 1.1%
Loss and LAE ratio rose to 71.4% from 66.0%; GAAP combined ratio 107.1% vs. 102.0%
Dividend of $0.34 per share payable May 27, 2026 to holders of record May 13, 2026; new $125.0 million buyback runs from May 4, 2026 through December 31, 2027
Cousins Properties reported a first-quarter 2026 net loss to common stockholders of $24.9 million, or $0.15 per share, versus net income of $20.9 million, or $0.12 per share, a year earlier, mainly due to a $36.6 million operating property impairment. Funds from operations (FFO) was $122.9 million, or $0.73 per share, down from $0.74 a year earlier, and the company lowered its 2026 net income per share guidance while raising its FFO per share guidance.
Q1 2026 net loss to common stockholders of $24.9 million ($0.15 per share) vs. net income of $20.9 million ($0.12 per share) in Q1 2025
Q1 2026 FFO of $122.9 million ($0.73 per share) vs. $124.8 million ($0.74 per share) in Q1 2025
2026 net income guidance cut to $0.02 to $0.10 per share from $0.23 to $0.33, primarily due to the first-quarter impairment charge
2026 FFO guidance raised to $2.90 to $2.98 per share from $2.87 to $2.97, driven mainly by share repurchases and debt financing terms
Plexus reported fiscal second-quarter 2026 revenue of $1.164 billion, up 19% from a year earlier, with GAAP diluted EPS of $1.82 versus $1.41, both above its own guidance ranges. The company also guided fiscal third-quarter revenue to $1.200 billion to $1.250 billion, and said CFO Patrick Jermain will retire after July 31, 2026, with David Abuhl taking over as CFO on May 11, 2026.
Q2 fiscal 2026 revenue was $1,163.8 million, up from $980.2 million a year earlier; GAAP diluted EPS was $1.82 versus $1.41 and above the $1.53 to $1.68 guidance range
Fiscal Q3 2026 guidance: revenue of $1.200 billion to $1.250 billion and GAAP diluted EPS of $1.25 to $1.41
David Abuhl, formerly CFO of Enterprise Supply Chain at Kimberly-Clark, becomes SVP and CFO on May 11, 2026
Patrick Jermain's pay ends at retirement on July 31, 2026; his unvested RSUs and PSUs continue to vest under the retirement agreement
Everest Group reported first quarter 2026 net income of $653 million, or $16.21 per diluted share, up from $210 million, or $4.90 per diluted share, a year earlier. Gross written premium fell 18.5% on a comparable basis to $3.6 billion, and the company repurchased $331 million of common shares during the quarter.
Net income $653 million ($16.21 per diluted share) vs. $210 million ($4.90) in Q1 2025
Net operating income $648 million ($16.08 per diluted share) vs. $276 million ($6.45) in Q1 2025
Combined ratio 91.2% vs. 102.7% a year earlier; pre-tax catastrophe losses $130 million vs. $472 million
Gross written premium $3.6 billion, down 18.5% on a comparable basis; $81.0 million pre-tax expense tied to the sale of Commercial Retail Insurance renewal rights to AIG
VICI Properties reported first-quarter 2026 total revenues of $1.0 billion, up 3.5% from a year earlier, and AFFO attributable to common stockholders of $650.9 million, up 5.7%. The company raised its full-year 2026 AFFO guidance to $2.44 to $2.47 per diluted share, from $2.42 to $2.45, and said it expects the Golden Entertainment acquisition to close on or around April 30, 2026. Reported net income rose 60.5% to $872.4 million, mainly because of a $305.7 million year-over-year change in a non-cash credit loss allowance.
Total revenues were $1.0 billion, up 3.5% from $984.2 million in the first quarter of 2025.
AFFO was $650.9 million, or $0.61 per share, up 5.7% and 4.5% respectively from a year earlier.
Net income attributable to common stockholders was $872.4 million, or $0.82 per share, versus $543.6 million, or $0.51 per share, a year earlier.
Full-year 2026 AFFO guidance was raised to $2,665 million to $2,695 million, from $2,590 million to $2,625 million.
Carpenter Technology reported third quarter fiscal 2026 results on April 29, 2026, with net income of $139.6 million and diluted EPS of $2.77, up from $95.4 million and $1.88 a year earlier. The company raised its fiscal 2026 adjusted free cash flow outlook to approximately $350 million and expects fiscal 2026 operating income of $700 million to $705 million.
Q3 fiscal 2026 net sales were $811.5 million, up from $727.0 million in Q3 fiscal 2025; operating income was $186.5 million versus $137.8 million
Diluted EPS was $2.77 versus $2.09 in Q2 fiscal 2026 and $1.88 in Q3 fiscal 2025
Expects fiscal 2026 adjusted free cash flow of approximately $350 million, and operating income of $700 million to $705 million
Repurchased $133.9 million of stock year to date in fiscal 2026 against a $400.0 million authorization
On April 29, 2026, Danaher issued four series of euro-denominated senior notes under an April 22 underwriting agreement, receiving net proceeds of approximately €2.98 billion. Danaher intends to use most of the proceeds to pay part of the cash consideration and costs of its proposed Masimo Corporation acquisition. If that deal is not completed by November 16, 2026, or is terminated, Danaher must redeem the notes at 101% of principal.
Four series issued: €500 million floating rate notes due 2028, €750 million 3.250% notes due 2030, €750 million 3.625% notes due 2034, and €1.0 billion 4.000% notes due 2038.
Net proceeds of approximately €2.98 billion, to be used mainly for the Masimo Acquisition cash consideration and related costs, with the possibility of general corporate purposes.
If the Masimo Acquisition is not consummated by November 16, 2026, or the merger agreement is terminated, Danaher must redeem all notes at 101% of principal plus accrued interest.
Ford reported first-quarter 2026 revenue of $43.3 billion, up 6% from a year earlier, and net income of $2.5 billion, including a $1.3 billion one-time tariff benefit. The company raised its full-year adjusted EBIT guidance to $8.5 billion-$10.5 billion, which matters to shareholders because it signals higher expected operating profit for 2026 while cash flow weakened.
Q1 2026 revenue was $43.3 billion, up from $40.7 billion; diluted EPS was $0.63, up from $0.12.
Net income of $2.5 billion includes a $1.3 billion one-time IEEPA tariff benefit.
Full-year adjusted EBIT guidance raised to $8.5 billion-$10.5 billion from $8.0 billion-$10.0 billion.
Operating cash flow was $1.3 billion versus $3.7 billion a year earlier; adjusted free cash flow was a use of $1.9 billion. A second-quarter dividend of 15 cents per share is payable June 1.
Equinix reported first-quarter 2026 revenue of $2.444 billion, up 10% from a year earlier, with net income of $415 million and diluted EPS of $4.20, up 20%. The company raised its full-year 2026 guidance, including revenue of $10.144 to $10.244 billion and AFFO per share of $42.31 to $43.11, which shareholders can compare with the prior ranges.
Q1 2026 revenue was $2.444 billion, up 10% as reported and 8% on a normalized, constant-currency basis.
Q1 net income attributable to common stockholders was $415 million, up 21%, and diluted EPS was $4.20, up 20%.
Q1 AFFO per diluted share was $10.79, up 12%; adjusted EBITDA was $1.245 billion at a 51% margin.
Full-year 2026 AFFO per share guidance was raised to $42.31 to $43.11 from $41.93 to $42.74; Q2 2026 revenue guidance is $2.571 to $2.611 billion.
Glaukos reported record first-quarter 2026 net sales of $150.6 million, up 41% from a year earlier, while its GAAP net loss widened slightly to $19.8 million. The company raised its full-year 2026 net sales guidance to $620 million to $635 million from $600 million to $620 million.
Q1 2026 net sales were $150.6 million, up from $106.7 million in Q1 2025 (41% reported, 39% constant currency).
GAAP net loss was $19.8 million, or $0.34 per diluted share, versus $18.1 million, or $0.32 per diluted share, a year earlier.
2026 net sales guidance raised to $620 million to $635 million, from $600 million to $620 million previously.
Cash, cash equivalents, short-term investments and restricted cash totaled $280.5 million as of March 31, 2026, with no debt.
SBA Communications reported first quarter 2026 results on April 29, 2026. Site leasing revenue rose 6.5% to $656.1 million, but net income attributable to SBA fell to $184.8 million, or $1.74 per diluted share, from $220.7 million, or $2.04, a year earlier. The company raised its full year 2026 outlook across key metrics and declared a $1.25 quarterly dividend, so shareholders see higher guidance alongside lower quarterly profit and AFFO per share.
Site leasing revenue of $656.1 million, up 6.5% from $616.2 million in Q1 2025
Diluted EPS of $1.74 versus $2.04; AFFO per share of $3.03 versus $3.18
2026 AFFO per share outlook raised to $11.93 to $12.38, up $0.09 at the midpoint from February 26, 2026
Quarterly dividend of $1.25 per share, payable June 17, 2026 to holders of record on May 22, 2026
Flowserve reported first-quarter 2026 reported EPS of $0.64, up from $0.56, and adjusted EPS of $0.85, up from $0.72. Sales fell 6.7% to $1.07 billion, and bookings declined 6.4%. The company reaffirmed its 2026 adjusted EPS guidance of $4.00 to $4.20 but lowered its total sales growth outlook, so shareholders get mixed signals on the year.
Reported EPS rose 14.3% to $0.64 and adjusted EPS rose 18.1% to $0.85 versus Q1 2025; reported sales fell 6.7% to $1,068.3 million.
Total bookings were $1,148.2 million, down 6.4%; backlog was $2,945.9 million, up 1.5%.
2026 total sales growth guidance was lowered to +3% to +6% from +5% to +7%, and organic sales growth guidance was lowered to (1%) to +2% from +1% to +3%.
Adjusted EPS guidance of $4.00 to $4.20 was reaffirmed; net interest expense guidance was raised to approximately $85 million from $80 million.
MYR Group reported first-quarter 2026 results for the three months ended March 31, 2026. Revenue rose to $1.00 billion, net income more than doubled to $46.8 million, and backlog reached a record $2.84 billion. For shareholders, the filing shows higher revenue and profit compared with the first quarter of 2025.
Revenue of $1.00 billion, up $166.8 million from the first quarter of 2025
Net income of $46.8 million, or $2.99 per diluted share, versus $23.3 million, or $1.45 per diluted share, a year earlier
Gross margin of 13.4 percent, up from 11.6 percent, with a net gross margin benefit of 0.8 percent from changes in project estimates
Backlog of $2.84 billion as of March 31, 2026, up 7.7 percent from March 31, 2025
KLA reported fiscal third-quarter 2026 revenue of $3.415 billion and GAAP diluted EPS of $9.12, both above the midpoints of its guidance ranges and up from $3.063 billion and $8.16 a year earlier. The Board also raised the quarterly dividend to $2.30 per share and approved an additional $7 billion for share repurchases, and KLA guided fourth-quarter revenue to $3.575 billion, plus or minus $200 million.
Q3 revenue was $3.415 billion versus a guidance midpoint of $3.35 billion; GAAP net income was $1.20 billion
Non-GAAP diluted EPS was $9.40, compared with $8.41 in the year-earlier quarter
Tetra Tech reported second-quarter fiscal 2026 results for the period ended March 29, 2026. Revenue and net revenue were lower than a year earlier, while GAAP EPS rose to $0.36 from $0.02 and the company raised its full-year net revenue and adjusted EPS guidance. The board also declared a quarterly dividend of $0.072 per share, an 11% increase year over year.
Q2 revenue was $1.22 billion versus $1.32 billion a year earlier; net revenue was $1.05 billion versus $1.10 billion.
GAAP EPS was $0.36 versus $0.02 a year earlier; adjusted EPS was $0.34 versus $0.33. The prior-year quarter included a $92.4 million goodwill impairment.
Fiscal 2026 net revenue guidance was raised to $4.25 billion to $4.40 billion, and adjusted EPS guidance to $1.50 to $1.58.
Quarterly dividend of $0.072 per share is payable June 2, 2026, to holders of record as of May 14, 2026.
Meta reported first quarter 2026 revenue of $56.31 billion, up 33% year over year, and diluted EPS of $10.44 versus $6.43 a year earlier. The EPS figure includes an $8.03 billion income tax benefit; excluding it, diluted EPS would have been $3.13 lower. Meta also raised its 2026 capital expenditure outlook to $125-145 billion from $115-135 billion, a higher spending plan for shareholders to weigh against the revenue growth.
Revenue $56.31 billion, up 33%; income from operations $22.87 billion, up 30%
Net income $26.77 billion; diluted EPS $10.44 includes an $8.03 billion income tax benefit
Second quarter 2026 revenue guidance $58-61 billion; full year total expenses guidance unchanged at $162-169 billion
2026 capital expenditures raised to $125-145 billion from $115-135 billion, citing higher component pricing
Farmland Partners reported first-quarter 2026 net income of $0.6 million, or $0.01 per share, down from $2.1 million, or $0.03 per share, a year earlier. Total operating revenues were $10.1 million, down 1.5%, and the company reduced its 2026 AFFO per share guidance, citing non-cash allowances for potential loan losses under its FPI loan program. For shareholders, the lower earnings and guidance cut outweigh the 50% dividend increase and the redemption of the remaining Series A preferred units.
Q1 2026 net income was $0.6 million ($0.01 per share) versus $2.1 million ($0.03 per share) in Q1 2025; AFFO was $2.1 million ($0.05 per share), versus $2.3 million ($0.05 per share).
2026 AFFO per share earnings guidance decreased from the prior quarter; the filing points to page 15 of the supplemental package for details.
The board declared a quarterly dividend of $0.09 per share on April 28, 2026, payable July 15, 2026; the annualized rate was raised 50% in February.
Green Brick Partners reported first-quarter 2026 net income of $60.9 million, or $1.39 per diluted share, down from $75.1 million, or $1.67, a year earlier. The company also said it will restate prior-period revenue to reclassify closing cost incentives, which lowers reported revenue but does not change net income, EPS, or cash flow.
Q1 2026 net income attributable to Green Brick was $60.9 million, down 18.8% from $75.1 million; diluted EPS was $1.39 versus $1.67.
Homebuilding revenues fell 5.9% to $456.0 million; homebuilding gross margin was 28.9% versus 32.1%.
The company will restate audited 2023-2025 income statements and unaudited 2024-2025 quarterly results to reduce residential units revenue and cost of residential units.
Series A preferred dividend of $0.35938 per depositary share is payable June 15, 2026 to holders of record on June 1, 2026.
Green Brick Partners said its Audit Committee concluded on April 27, 2026 that prior financial statements would need to be restated. Closing cost incentives, including interest-rate buydowns paid on behalf of homebuyers, should reduce revenue rather than sit in cost of residential units. The company says net income, earnings per share, cash flow, and stockholders' equity are unaffected, but reported revenue, average sales price, and margin metrics will change.
On April 27, 2026, the Audit Committee concluded that residential units revenue was incorrectly reported on a gross basis and excluded closing cost incentives.
Restated audited statements cover fiscal years 2023, 2024 and 2025, and unaudited quarters ended March 31, June 30 and September 30, 2025, to be filed in a Form 10-K/A.
The company expects gross margin to increase, while average sales price and SG&A leverage are expected to decrease.
The company states there is no impact on gross profit, net income, earnings per share, cash flow, balance sheet, or stockholders' equity.
Woodward reported second quarter fiscal 2026 net sales of $1.1 billion, up 23%, and diluted EPS of $2.19, up 23% from the prior year. The company raised its full-year 2026 guidance, with adjusted EPS now expected at $9.15 to $9.45, up from $8.20 to $8.60, which signals higher expected earnings for shareholders.
Q2 net earnings were $134 million and adjusted EPS was $2.27, up 34% from the prior year period.
FY26 adjusted EPS guidance rose to $9.15-$9.45 from $8.20-$8.60 issued on February 2, 2026; sales growth guidance rose to 20%-23% from 14%-18%.
Q2 free cash flow was $38 million, down 36%, as capital expenditures rose to $53 million from $18 million.
Share repurchases totaled $226 million in the quarter and $355 million year to date.
PROG Holdings reported first quarter 2026 revenue of $742.7 million, up 11.1%, and diluted EPS from continuing operations of $0.89 versus $0.83 a year earlier. The company raised its full-year 2026 revenue and earnings outlook and gave second quarter guidance, with results including Purchasing Power since its January 2, 2026 acquisition. Progressive Leasing revenue fell 8.4% and its GMV fell 2.2%, which partly offset the gains.
Q1 2026 revenue $742.7 million, up 11.1%; diluted EPS from continuing operations $0.89 vs. $0.83; non-GAAP diluted EPS $1.24 vs. $0.90
Full-year 2026 total revenue outlook raised to $3.0 billion to $3.1 billion, from $2.95 billion to $3.07 billion; diluted EPS outlook $3.68 to $4.06, from $3.34 to $3.79
Second quarter 2026 outlook: total revenue $700 million to $725 million; diluted EPS $0.74 to $0.93
Progressive Leasing Q1 revenue $596.9 million, down 8.4%; GMV $393.0 million, down 2.2%; net recourse debt reduced by $210 million since the Purchasing Power acquisition
EMCOR reported record first-quarter 2026 revenue of $4.63 billion, up 19.7% from a year earlier, and diluted EPS of $6.84, up 30.0%. The company raised its full-year 2026 revenue guidance to $18.50 billion to $19.25 billion and its diluted EPS guidance to $28.25 to $29.75, which points to higher expected results for shareholders.
Q1 2026 net income was $305.5 million, or $6.84 per diluted share, versus $240.7 million, or $5.26, in Q1 2025.
Remaining performance obligations reached a record $15.62 billion as of March 31, 2026, up 32.9% year over year.
2026 revenue guidance was raised from $17.75 billion to $18.50 billion; diluted EPS guidance was raised from $27.25 to $29.25 to $28.25 to $29.75.
Full-year 2026 operating margin guidance was unchanged at 9.0% to 9.4%.
Brinker International reported third-quarter fiscal 2026 net income of $127.9 million, or $2.87 per diluted share, up from $119.1 million, or $2.56, a year earlier, on total revenues of $1,470.2 million versus $1,425.1 million. The company raised the low end of its fiscal 2026 diluted EPS guidance excluding special items to $10.60 to $10.85, narrowed its revenue outlook to $5.78 billion to $5.82 billion, and lowered its capital expenditure forecast to $240.0 million to $250.0 million.
Chili's comparable restaurant sales rose 4.0% in the quarter, and Brinker comparable sales rose 3.3%; Maggiano's fell 4.6%.
Restaurant operating margin, non-GAAP, was 18.4% of company sales, down from 18.9% a year earlier.
Brinker repurchased $108.0 million of its common stock during the quarter.
Fiscal 2026 diluted EPS excluding special items guidance is now $10.60 to $10.85, versus $10.45 to $10.85 previously.
Entergy reported first quarter 2026 earnings of $385 million, or 83 cents per share, on an as-reported basis, and $399 million, or 86 cents per share, on an adjusted basis, versus $361 million, or 82 cents, a year earlier. The company affirmed its 2026 adjusted EPS guidance of $4.25 to $4.45 and said it raised its longer-term outlooks, while also announcing a new hyperscale agreement in Louisiana that it says includes about $2 billion of estimated savings for retail customers.
Q1 2026 as-reported earnings were $385 million (83 cents per share), up from $361 million (82 cents) in Q1 2025; adjusted earnings were $399 million (86 cents).
Utility earnings rose to $540 million ($1.17 per share) from $490 million ($1.11 per share).
Parent & Other posted a loss of $155 million (34 cents per share), including an $18 million pre-tax non-cash impairment tied to the expected sale of a non-utility interest in the Independence power plant.
Entergy affirmed 2026 adjusted EPS guidance of $4.25 to $4.45 and updated its four-year capital plan and adjusted EPS outlooks.
CTS reported first-quarter 2026 sales of $139.2 million, up 11% from a year earlier, with net income of $17.2 million and diluted EPS of $0.59 versus $0.44. The company narrowed its 2026 guidance, raising the low end of its sales range to $560 million-$580 million and of its adjusted diluted EPS range to $2.35-$2.45, which points to stronger expected results for shareholders.
Q1 2026 sales $139.2 million, up 11% year over year; diversified end-market sales up 18%, transportation up 3%
Diluted EPS $0.59 versus $0.44 a year earlier; adjusted diluted EPS $0.62 versus $0.44
2026 sales guidance narrowed to $560 million-$580 million from $550 million-$580 million
2026 adjusted diluted EPS guidance narrowed to $2.35-$2.45 from $2.30-$2.45, assuming current market conditions continue
AbbVie reported first-quarter 2026 net revenues of $15.002 billion, up 12.4% from a year earlier, and adjusted diluted EPS of $2.65, up 7.7%. GAAP diluted EPS fell 45.8% to $0.39 because of large charges, including a $2.387 billion pre-tax change in fair value of contingent consideration. The company raised its 2026 adjusted diluted EPS guidance to $14.08-$14.28 from $13.96-$14.16.
Q1 2026 net revenues $15.002 billion, up 12.4% on a reported basis (10.3% operational)
GAAP diluted EPS $0.39 vs. $0.72 a year earlier; adjusted diluted EPS $2.65 vs. $2.46
Vita Coco reported first-quarter 2026 net sales of $180 million, up 37%, and net income of $30 million, up $12 million from a year earlier. The company raised its full-year 2026 net sales and adjusted EBITDA guidance, but the filing says the outlook could be affected by tariffs, geopolitical conditions and the military conflict in Iran.
Net sales were $180 million, up from $131 million; Vita Coco Coconut Water net sales grew 42%.
Net income was $30 million, or $0.50 per diluted share, compared with $0.31 a year earlier.
2026 net sales guidance was raised to $720 million to $735 million from $680 million to $700 million; adjusted EBITDA guidance was raised to $132 million to $138 million from $122 million to $128 million.
The company repurchased $12 million of stock in the first quarter and had $21 million remaining under its $65 million repurchase program as of April 28, 2026.
Etsy reported first-quarter 2026 results on April 29, 2026, with Etsy marketplace GMS of $2.5 billion, up 5.5% year over year, and revenue of $631 million. The company now expects low single-digit full-year GMS growth, which it said improved from its mid-February view, while the $1.2 billion sale of Depop to eBay is expected to close by the end of the third quarter of 2026.
Etsy marketplace GMS was $2.5 billion, up 5.5% year over year; revenue was $631 million and take rate was 25.7%.
Adjusted EBITDA was $185 million, a 29.3% margin; operating cash flow from continuing operations was $102.5 million.
Q2 2026 GMS outlook is $2.48 billion to $2.53 billion; full-year Etsy marketplace GMS growth is expected to be in the low single-digit range.
The Depop sale to eBay is priced at $1.2 billion with closing expected by the end of Q3 2026; Etsy repurchased about $145 million of stock in Q1.
Hayward Holdings reported first-quarter fiscal 2026 net sales up 12% to $255.2 million and net income up 63% to $23.4 million, with diluted EPS of $0.11 versus $0.06 a year earlier. The company raised its full-year 2026 outlook, now expecting net sales growth of about 5% and adjusted diluted EPS of $0.84 to $0.87, while operating cash use widened sharply to $150.6 million.
Net sales rose 12% to $255.2 million; net income rose 63% to $23.4 million; diluted EPS was $0.11 versus $0.06 a year earlier.
Full-year 2026 guidance raised: net sales growth of about 5% (prior about 4%) and adjusted diluted EPS of $0.84 to $0.87 (prior $0.82 to $0.86).
Net cash used in operating activities was $150.6 million, compared with $5.9 million a year earlier, mainly due to higher accounts receivable and no receivables sales under the Receivables Purchase Agreement this period.
IDEX reported first quarter 2026 net sales of $886.9 million, up 9% on a reported basis and 5% organically, and reported diluted EPS of $1.61, up from $1.26. The company raised its full-year 2026 organic sales and adjusted diluted EPS guidance, which signals higher expected earnings for shareholders.
Q1 2026 net sales of $886.9 million rose 9% reported and 5% organically; reported diluted EPS was $1.61 versus $1.26 a year earlier.
Full-year 2026 organic sales growth guidance raised to 3% to 4%, up from 1% to 2%.
Full-year 2026 adjusted diluted EPS guidance raised to $8.35 to $8.55, up from $8.15 to $8.35.
Gross margin fell to 44.9% from 45.3%; the company repurchased $76 million of shares and paid $53 million in dividends in the quarter.
OneSpaWorld reported first quarter 2026 results, with total revenues up 13% to $247.6 million and net income up 40% to $21.3 million from the first quarter of 2025. The company raised its full-year 2026 guidance for total revenues and Adjusted EBITDA, and its Board declared a $0.05 per share quarterly dividend.
Total revenues rose 13% to $247.6 million, and net income rose 40% to $21.3 million, or $0.21 per diluted share, versus $0.15 a year earlier.
Adjusted EBITDA rose 21% to $32.2 million from $26.6 million in the first quarter of 2025.
FY 2026 guidance: total revenues of $1.014 to $1.034 billion and Adjusted EBITDA of $129.0 to $139.0 million, compared with prior guidance of $1.010 to $1.030 billion and $128.0 to $138.0 million.
Quarterly dividend of $0.05 per share is payable June 3, 2026; no shares were repurchased in the first quarter of 2026.
Generac reported first-quarter 2026 net income of $73 million, or $1.24 per diluted share, up from $44 million, or $0.73, a year earlier. The company also raised its full-year 2026 net sales growth and adjusted EBITDA margin outlook, citing data center backlog and the Enercon acquisition, and it reorganized its reporting into Residential and Commercial & Industrial segments. Gross profit margin fell to 38.7% from 39.5%.
Net sales rose 12% to $1.06 billion from $942 million; Commercial & Industrial sales rose about 28% to $510 million.
Adjusted net income was $106 million, or $1.80 per diluted share, versus $1.26 a year earlier.
2026 net sales growth outlook raised to mid-to-high teens percent from mid-teens percent; adjusted EBITDA margin outlook raised to 18.5% to 19.5% from 18.0% to 19.0%.
Enercon acquisition was completed on April 1, 2026, after Allmand was completed on January 5.
Dana reported first-quarter 2026 sales of $1.87 billion, up from $1.78 billion a year earlier, and adjusted EBITDA of $171 million, up from $93 million, with the margin rising to 9.2% from 5.2%. The company maintained its full-year 2026 guidance and said it won a new Stellantis program, but operating cash flow and adjusted free cash flow were both negative and worse than a year earlier.
Q1 2026 sales of $1.87 billion vs. $1.78 billion in Q1 2025, driven by customer recoveries and currency translation
Adjusted EBITDA of $171 million, a 9.2% margin, vs. $93 million and 5.2% in Q1 2025; cost savings were the primary driver
Operating cash flow was a use of $156 million and adjusted free cash flow a use of $195 million, vs. uses of $37 million and $101 million a year earlier
Full-year 2026 guidance: sales $7.30 to $7.70 billion, adjusted EBITDA $750 to $850 million, diluted adjusted EPS $2.00 to $3.00, adjusted free cash flow $250 to $350 million
Urban Edge Properties reported first-quarter 2026 net income attributable to common shareholders of $22.6 million, or $0.18 per diluted share, up from $8.2 million, or $0.07 per diluted share, a year earlier. The company raised its 2026 net income and FFO guidance, and raised the low end of its FFO as Adjusted range, which gives shareholders a higher expected earnings range for the year.
Q1 2026 FFO was $55.7 million, or $0.42 per diluted share, versus $45.5 million, or $0.35, a year earlier; the quarter included $8.4 million, or $0.06 per diluted share, of non-recurring environmental remediation reimbursements.
2026 net income guidance was revised to $0.56 to $0.60 per diluted share from $0.49 to $0.54; FFO guidance was revised to $1.54 to $1.58 from $1.47 to $1.52.
FFO as Adjusted guidance is now $1.48 to $1.52 per diluted share, up from $1.47 to $1.52 at the low end.
Same-property NOI grew 2.4% in the quarter, and same-property leased occupancy was 96.4% at March 31, 2026, down 30 basis points from December 31, 2025.
ADP reported third-quarter fiscal 2026 results for the quarter ended March 31, 2026, with revenue up 7% to $5.9 billion and diluted EPS up 10% to $3.38. The company also raised its full-year fiscal 2026 outlook for revenue growth, adjusted EBIT margin expansion and adjusted diluted EPS growth, which points to stronger expected earnings for shareholders.
Revenue rose 7% to $5.9 billion; net earnings rose 9% to $1.4 billion
Diluted EPS rose 10% to $3.38; adjusted diluted EPS rose 10% to $3.37
Adjusted diluted EPS growth outlook raised to 10% to 11%, from 9% to 10% on January 28, 2026
Revenue growth outlook of 6% to 7% and adjusted EBIT margin expansion of 70 to 80 basis points
Regeneron reported first quarter 2026 revenues of $3.6 billion, up 19% from a year earlier, and non-GAAP earnings per share of $9.47, up 15%. GAAP net income fell 10% to $727 million, and GAAP EPS fell 7% to $6.75, which the company said includes a $0.82 negative impact from acquired in-process R&D; the company also cut its full-year 2026 GAAP gross margin guidance and authorized a new $3.0 billion share repurchase program.
Total revenues were $3,605 million, up 19% from $3,029 million in Q1 2025.
GAAP net income was $727 million, down 10%, and GAAP EPS was $6.75, down 7%; non-GAAP EPS was $9.47, up 15%.
Full-year 2026 GAAP gross margin on net product sales guidance was lowered to 77%–78% from 79%–80%; other guidance was unchanged or raised.
The board authorized a new $3.0 billion share repurchase program in April 2026, and a $0.94 per share dividend was declared.
Cognizant reported first-quarter 2026 revenue of $5.4 billion, up 5.8% year-over-year, and GAAP diluted EPS of $1.39, up 3.7%. It raised its 2026 Adjusted Operating Margin guidance to 16.0% to 16.2% while keeping constant currency revenue growth guidance at 4.0% to 6.5%, but also introduced Project Leap, which it expects to cost $230 million to $320 million, mostly in 2026.
Q1 revenue of $5.4 billion rose 5.8% year-over-year (3.9% in constant currency); GAAP operating margin fell to 15.6% from 16.7%.
Adjusted diluted EPS was $1.40, up 13.8% from $1.23 a year earlier; GAAP diluted EPS was $1.39 versus $1.34.
Project Leap is expected to cost $230 million to $320 million, with in-year savings of about $200 million to $300 million in 2026.
Bookings rose 21% in Q1 with seven large deals; the company repurchased 6.3 million shares for $427 million and declared a $0.33 quarterly dividend.
Materion reported first quarter 2026 results with net sales of $549.8 million, up from $420.3 million, and net income of $19.4 million, or $0.92 per diluted share, up from $17.7 million, or $0.85. The company now expects top-line growth in the low double-digit range and reaffirmed full-year adjusted EPS guidance of $6.00 to $6.50, with increasing confidence in reaching the high end.
Value-added sales were $261.8 million, up 1% from $259.3 million, excluding pass-through metals.
Adjusted EBITDA was $52.9 million, or 20.2% of value-added sales, versus $48.7 million, or 18.8%, a year earlier.
Adjusted EPS was $1.27 versus $1.13; the company exited the quarter with a record backlog, up more than 20% year on year.
Full-year adjusted EPS guidance of $6.00 to $6.50 was reaffirmed, with the company expecting results toward the high end.
Evercore reported first-quarter 2026 U.S. GAAP net revenues of $1.4 billion, up 100% from $694.8 million a year earlier, and diluted EPS of $7.20 versus $3.48. The board also raised the quarterly dividend 6% to $0.89 per share, payable June 12, 2026, and the company returned $673.3 million to shareholders in the quarter.
GAAP net revenues of $1,391.6 million for Q1 2026 versus $694.8 million in Q1 2025
Diluted EPS of $7.20 (U.S. GAAP) versus $3.48 a year earlier; adjusted diluted EPS of $7.53
Quarterly dividend increased 6% to $0.89 per share, payable June 12, 2026 to holders of record May 29, 2026
$673.3 million returned to shareholders in the quarter through dividends and repurchases of 1.9 million shares
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