1,219 material Form 8-K filings that 987 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.
At its April 24, 2026 annual meeting, Chemours shareholders re-elected all eleven director nominees to one-year terms, approved an advisory say-on-pay vote, and approved the 2026 Equity and Incentive Plan. Shareholders also ratified PricewaterhouseCoopers LLP as the independent auditor. The plan reserves up to 6,375,275 shares for employee, contractor and director awards, which dilutes existing holders only as those shares are issued.
All 11 director nominees elected to one-year terms; George R. Brokaw received 95.8% of votes cast, while the other nominees each received between 98.1% and 99.3%.
Say-on-pay advisory vote approved: 110,058,427 for and 2,527,583 against.
2026 Equity and Incentive Plan approved: 108,842,885 for and 3,734,567 against, reserving up to 6,375,275 shares.
PricewaterhouseCoopers LLP ratified as independent registered public accounting firm: 128,312,790 for and 813,925 against.
Pilgrim's Pride reported first-quarter 2026 results for the period ended March 29, 2026. Net sales rose 1.6% to $4.5 billion, but GAAP EPS fell to $0.43 from $1.24 and Adjusted EBITDA dropped 42.2% to $308.1 million, which the company linked to plant downtime, weather disruptions, weaker commodity fundamentals and lower Mexico margins. For shareholders, the sales gain did not offset the sharp decline in profitability.
Net sales of $4.5 billion ($4,532.6 million), up 1.6% from $4.46 billion a year earlier
GAAP EPS of $0.43 versus $1.24; GAAP operating income of $162.6 million versus $404.5 million
Adjusted EBITDA of $308.1 million with a 6.8% margin, versus $533.2 million and 12.0% a year earlier; Adjusted EPS of $0.51 versus $1.31
Conference call to discuss results on April 30, 2026 at 7 a.m. MT (9 a.m. ET)
First Northern Community Bancorp reported first-quarter 2026 net income of $5.9 million, or $0.36 per diluted share, up 60.9% from $3.7 million, or $0.22 per diluted share, a year earlier. Net interest margin widened to 3.83% from 3.64%, and operating expenses fell 4.8% year over year, while net income was down 1.2% from the fourth quarter of 2025.
Q1 2026 net income $5.9 million ($0.36 diluted EPS) vs. $3.7 million ($0.22) in Q1 2025
Net interest margin 3.83% vs. 3.64% a year earlier; net interest income $17.2 million vs. $15.9 million
Total assets $1.92 billion and total net loans $1.06 billion as of March 31, 2026, both up year over year
Stock began trading on The Nasdaq Capital Market on April 24, 2026, after uplisting from the OTCQX
Southside Bancshares reported first quarter 2026 net income of $23.3 million, or $0.78 per diluted share, up from $21.5 million, or $0.71 per share, a year earlier. Net interest income rose 7.1% to $57.7 million and noninterest income rose 23.2% to $12.6 million, while noninterest expense rose 9.4% to $40.6 million. The results were released on April 30, 2026, in a press release furnished as Exhibit 99.1.
Net income of $23.3 million, up 8.1% from $21.5 million in the first quarter of 2025.
Diluted earnings per share of $0.78, up 9.9% from $0.71 a year earlier.
Tax-equivalent net interest margin rose three basis points from the fourth quarter of 2025 to 3.01%; loans rose 2.7% linked quarter to $4.95 billion.
Nonperforming assets fell to $9.7 million, or 0.11% of total assets, from $38.2 million, or 0.45%, at December 31, 2025.
Xcel Energy reported first-quarter 2026 GAAP net income of $556 million, or $0.89 per share, up from $483 million, or $0.84 per share, a year earlier, and ongoing earnings of $0.91 per share. The company reaffirmed its 2026 ongoing EPS guidance of $4.04 to $4.16, and said unseasonably warm weather weighed on the quarter. Shareholders get a quarter with higher profit and an unchanged full-year outlook.
GAAP net income was $556 million, or $0.89 per share, versus $483 million, or $0.84 per share, in Q1 2025.
Ongoing EPS was $0.91 per share, versus $0.84 per share a year earlier.
Total operating revenues were $4,021 million, versus $3,906 million in Q1 2025.
Xcel Energy reaffirmed its 2026 ongoing EPS guidance of $4.04 to $4.16.
Yelp said Chief Technology Officer Sam Eaton will step down effective June 30, 2026, after more than 13 years with the company. Alex Levy, the company's Senior Vice President, Engineering, has been appointed to serve as Chief Technology Officer after that date.
Sam Eaton notified Yelp of his decision on April 23, 2026, and steps down as CTO effective June 30, 2026.
Eaton had been with Yelp for more than 13 years.
Alex Levy, currently Senior Vice President, Engineering, will become Chief Technology Officer following June 30, 2026.
The Hanover Insurance Group reported first-quarter 2026 net income of $186.8 million, or $5.20 per diluted share, up from $128.2 million, or $3.50, a year earlier. Operating income rose to $188.5 million, or $5.25 per diluted share, and the combined ratio improved to 91.7% from 94.1%. The company also said it had repurchased about $101 million of shares through April 28, 2026, which supports per-share value for shareholders.
Net income of $186.8 million, or $5.20 per diluted share, versus $128.2 million, or $3.50, in Q1 2025
Operating income of $188.5 million, or $5.25 per diluted share, versus $141.8 million, or $3.87, in Q1 2025
Combined ratio of 91.7% versus 94.1%; net premiums written up 3.2% to $1,559.7 million
About 580,000 shares repurchased for about $101 million through April 28, 2026; about $72 million of capacity remains under the program
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
Broadstone Net Lease reported first quarter 2026 results, with revenues of $121.4 million and net income of $46.4 million, or $0.24 per diluted share, compared with $17.5 million, or $0.09 per share, a year earlier. AFFO rose 5.6% year over year to $76.9 million, or $0.38 per diluted share, and the company kept its 2026 AFFO guidance of $1.53 to $1.57 per diluted share unchanged.
Revenues were $121.4 million for the quarter ended March 31, 2026, up from $108.7 million in the same quarter of 2025.
AFFO was $76.9 million, or $0.38 per diluted share, versus $71.8 million, or $0.36 per share, a year earlier.
2026 AFFO guidance of $1.53 to $1.57 per diluted share was unchanged.
The company declared a quarterly dividend of $0.2925 per share, payable on or before July 15, 2026, to holders of record as of June 30, 2026.
US Lime & Minerals reported first quarter 2026 revenue of $87.8 million, down 3.7% from $91.3 million a year earlier, as lower sales volumes offset higher steel demand. Net income fell 10.4% to $30.6 million, or $1.06 per diluted share, from $34.1 million, or $1.19 per diluted share, in the prior-year quarter. The board also declared a regular quarterly cash dividend of $0.06 per share.
Revenue $87.8 million vs. $91.3 million in Q1 2025; the company said it was the first year-over-year revenue decrease since the COVID pandemic began in 2020
Gross profit $41.8 million vs. $46.2 million, citing lower revenue and higher fuel and transportation costs
Net income $30.6 million ($1.06 per diluted share) vs. $34.1 million ($1.19 per diluted share)
Quarterly dividend of $0.06 per share payable June 12, 2026, to holders of record on May 22, 2026; new Texas kiln expected to start up this summer
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.
Effective April 30, 2026, Nuveen Multi-Market Income Fund (JMM) will remove its 65% investment-grade requirement and its 5% futures and options margin limit. It will also change its 35% high-yield limit to be measured against Managed Assets rather than total assets, and refer to investments rather than securities.
Effective date: April 30, 2026
Removed: policy to invest at least 65% of total assets in investment-grade or comparable-quality securities
Removed: limit that futures and options margin deposits and premiums not exceed 5% of total assets
Changed: up to 35% high-yield limit now measured against Managed Assets instead of total assets
Four Corners Property Trust reported first-quarter 2026 results, with rental revenue up 10.0% to $69.8 million and net income attributable to common shareholders of $30.3 million, compared with $26.2 million a year earlier. Adjusted funds from operations (AFFO) per diluted share rose 3.4% to $0.45, and the company said 99.7% of contractual base rent for the quarter had been received. The company also entered a $200 million term loan on April 6, 2026, with $50 million drawn at close.
Rental revenue rose 10.0% year over year to $69.8 million for the quarter ended March 31, 2026.
Net income attributable to common shareholders was $30.3 million, or $0.28 per diluted share, versus $0.26 per diluted share a year earlier.
AFFO per diluted share was $0.45, up 3.4%; NAREIT-defined FFO per diluted share was $0.42, up 4.7%.
On April 6, 2026, the company entered a $200 million senior unsecured delayed draw term loan maturing April 6, 2033, with $50 million drawn at close.
At its April 28, 2026 annual meeting, FMC stockholders elected nine directors, ratified KPMG LLP as auditor for 2026, approved the 2026 Incentive Stock Plan, and approved miscellaneous charter amendments. Three proposals to eliminate supermajority voting provisions and one to allow stockholders to call special meetings at a 25% ownership threshold did not reach the 80% voting-power approval required, and the advisory say-on-pay vote passed with 53,918,283 votes for and 30,993,888 against. The filing also reports the death of director Dirk A. Kempthorne, a board member since 2009.
Nine directors elected to one-year terms expiring in 2027, including Pierre Brondeau with 81,922,845 votes for
Advisory say-on-pay approved with 53,918,283 votes for, 30,993,888 against and 429,950 abstentions
Supermajority-removal and special meeting charter proposals failed to reach the 80% threshold
Director Dirk A. Kempthorne died; the 2026 Incentive Stock Plan took effect April 28, 2026
Service Corporation International reported first quarter 2026 revenue of $1.10 billion, up $22.3 million or 2% from a year earlier. GAAP earnings per share fell to $0.97 from $0.98, while adjusted earnings per share rose to $0.97 from $0.96, and the company reaffirmed its 2026 adjusted EPS guidance of $4.05 to $4.35. Shareholders get higher revenue and unchanged guidance, offset by lower operating income and comparable funeral volumes that fell 6%.
Revenue was $1,096.5 million for the quarter ended March 31, 2026, compared with $1,074.2 million a year earlier.
GAAP diluted EPS was $0.97 versus $0.98; adjusted diluted EPS was $0.97 versus $0.96.
Operating income declined to $243.8 million from $251.7 million, and net income attributable to common stockholders fell to $135.8 million from $142.9 million.
2026 guidance is unchanged: diluted EPS excluding special items of $4.05 to $4.35 and net cash from operations excluding special items of $1,005 million to $1,065 million.
XPEL's board appointed Mark Thornton as a director on April 23, 2026, and he will also join the Compensation and Nominating and Corporate Governance Committees. Thornton has more than 28 years of experience at The Procter & Gamble Company, and the filing describes his background in product development, strategy, and China business growth.
Appointed to the board on April 23, 2026, serving until the Annual Meeting of Stockholders on June 10, 2026
Joins the Compensation and Nominating and Corporate Governance Committees
Receives an annual cash retainer of $60,000 for non-employee directors, prorated for 2026, which he may elect to take in common stock
Previously served as Vice President, Global Baby Care, Feminine Care, and Family Care Quality Assurance at P&G
On April 29, 2026, Entegris and certain subsidiaries entered into Amendment No. 4 to their credit agreement with Morgan Stanley Senior Funding as administrative agent. The amendment provides a new five-year senior secured $750.0 million revolving credit facility and adjusts the company's limits on debt, liens, acquisitions, dividends and asset sales, while keeping a 5.20 to 1.00 maximum first lien net leverage covenant. The filing states the company's term loans outstanding total $400.0 million.
New $750.0 million senior secured revolving credit facility matures April 29, 2031
Margins range from 1.25% to 1.75% for Term Benchmark/RFR borrowings and 0.25% to 0.75% for base rate borrowings, depending on first lien net leverage
Commitment fees on undrawn amounts are 0.20% to 0.30%; the 5.20 to 1.00 leverage covenant is tested only in certain circumstances
Term loans outstanding total $400.0 million after prior prepayments
Beacon Financial reported first-quarter 2026 net income of $46.2 million, or $0.55 per share, down from $53.4 million, or $0.64 per share, in the fourth quarter of 2025 but up from $19.1 million in the first quarter of 2025. The company said results reflect the merger with Brookline Bancorp and that they may not be directly comparable with prior periods; its board also approved a $0.3225 quarterly dividend and a $50 million stock buyback, subject to regulatory approval.
Net interest income fell to $190.8 million from $199.7 million in the fourth quarter of 2025; net interest margin was 3.78%, down from 3.82%.
Nonperforming assets rose to $151.2 million from $116.7 million at December 31, 2025, largely from a $17.5 million Boston office property and $8.9 million in two New York City multi-family properties.
Quarterly dividend of $0.3225 per share is payable May 29, 2026 to stockholders of record on May 15, 2026.
Management will hold a conference call at 1:30 PM Eastern Time on April 30, 2026.
Morningstar reported first-quarter 2026 results on April 29, 2026, with revenue up 10.8% to $644.8 million and diluted net income per share up 50.0% to $2.73. Organic revenue grew 7.6%, and the CRSP acquisition closed in the quarter, which added $359.6 million in acquisition spending and raised debt to $1,712.8 million.
Reported revenue rose 10.8% to $644.8 million; organic revenue rose 7.6% to $617.8 million.
Adjusted operating income rose 31.9% to $178.6 million; adjusted diluted EPS rose 42.6% to $3.18.
Free cash flow fell 8.8% to $53.6 million, and the company repurchased $300.0 million of its shares.
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
O'Reilly Automotive reported first quarter 2026 sales of $4.56 billion, up 10%, and diluted earnings per share of $0.72, up 16% from $0.62 a year earlier. The company also published updated full-year 2026 guidance, including diluted EPS of $3.15 to $3.25, which gives shareholders a current outlook.
Sales rose $424 million, or 10%, to $4.56 billion; comparable store sales grew 8.1%
Net income rose 12% to $604 million; operating income rose 14% to $842 million
Updated 2026 guidance: diluted EPS of $3.15 to $3.25 and total revenue of $18.7 billion to $19.0 billion
Repurchased $923 million of stock in the first quarter and a further $338 million after quarter end
Innovative Industrial Properties disclosed that an indirect subsidiary, IIP-IL 2 LLC, issued a $20.0 million secured term loan note to Generations Bank on April 24, 2026. The loan carries a fixed 9.00% rate, matures April 22, 2029, and is secured by property in Kankakee and Will counties, Illinois, with the parent company guaranteeing the obligation.
Loan amount: $20.0 million secured term loan, maturing April 22, 2029
Fixed interest rate of 9.00% per annum; interest-only payments for the first 12 months, then a 20-year amortization schedule with a balloon payment at maturity
Secured by mortgages and security interests in Illinois real and personal property in Kankakee and Will counties, plus assignments of leases and rents
Innovative Industrial Properties guaranteed the Borrower's obligations under the loan
American Water reported first-quarter 2026 GAAP earnings of $1.00 per share, down from $1.05 a year earlier, and adjusted EPS of $1.01 versus $1.02. Operating revenues rose to $1.207 billion from $1.142 billion, but higher costs and interest expense left net income at $196 million compared with $205 million. The company affirmed its 2026 adjusted EPS guidance of $6.02 to $6.12 and its 7% to 9% long-term growth targets, and it declared a higher quarterly dividend.
GAAP EPS was $1.00 for the quarter ended March 31, 2026, versus $1.05 a year earlier; adjusted EPS was $1.01 versus $1.02
Operating revenues were $1.207 billion versus $1.142 billion; net income attributable to common shareholders was $196 million versus $205 million
2026 adjusted EPS guidance of $6.02 to $6.12 was affirmed; it excludes merger transaction costs with Essential Utilities
Quarterly dividend of $0.8950 per share declared April 29, 2026, payable June 2, 2026, an 8.2% increase
Murphy USA reported first-quarter 2026 net income of $136.3 million, or $7.28 per diluted share, up from $53.2 million, or $2.63 per share, a year earlier. Adjusted EBITDA rose to $277.9 million from $157.4 million, with higher fuel contribution and merchandise margins offsetting higher taxes, store operating costs, depreciation and interest expense.
Total fuel contribution was 35.0 cents per gallon, compared with 25.4 cents per gallon in Q1 2025.
Merchandise contribution rose 7.3% to $210.2 million, with unit margin of 20.0% versus 19.6%.
Same store fuel volumes declined 0.8%, and same store merchandise sales rose 2.8%.
The company repurchased about 169.0 thousand shares for $70.9 million and paid a $0.63 per share dividend on March 5, 2026.
Tyler Technologies reported first-quarter 2026 total revenues of $613.5 million, up 8.6%, and GAAP net income of $81.2 million, or $1.88 per diluted share, up from $1.84 a year earlier. The company also issued full-year 2026 guidance, with total revenues of $2.535 billion to $2.575 billion and non-GAAP diluted EPS of $12.50 to $12.75, and said the guidance reflects its April 14 acquisition of For The Record for about $223 million in cash.
Q1 2026 non-GAAP diluted EPS was $3.09, compared with $2.78 in Q1 2025; free cash flow was $102.8 million, up 112.9%.
Full-year 2026 guidance: total revenues of $2.535 billion to $2.575 billion and non-GAAP diluted EPS of $12.50 to $12.75.
The company repurchased $250 million of shares in the first quarter and about $100 million in April; about $653 million remains under its authorization as of April 29.
The company repaid $600 million of convertible notes that matured in March 2026.
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
The Cheesecake Factory reported first-quarter fiscal 2026 results, with revenue of $978.8 million compared with $927.2 million a year earlier. Net income was $49.5 million, or $1.02 per diluted share, versus $32.9 million, or $0.67, in the prior-year quarter. The company also declared a $0.30 quarterly dividend, and the filing gives no change to its restaurant opening outlook of as many as 26 openings in fiscal 2026.
Revenue: $978.8 million vs. $927.2 million in the first quarter of fiscal 2025
Diluted EPS: $1.02 GAAP and $1.05 adjusted, vs. $0.67 GAAP and $0.93 adjusted a year earlier
Comparable restaurant sales at The Cheesecake Factory restaurants rose 1.6%
Quarterly dividend of $0.30 per share, payable May 26, 2026, to holders of record on May 13, 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
CVR Energy reported a first quarter 2026 net loss attributable to stockholders of $192 million, or $1.91 per diluted share, up from a $123 million loss a year earlier, while net sales rose to $1.98 billion and adjusted EBITDA rose to $37 million. The company also declared a 10-cent quarterly dividend and said NYMEX crack spread swap sales it made in the quarter carry $447 million of locked-in value expected to be realized through 2027.
Net loss attributable to CVR Energy stockholders was $192 million, or $1.91 per diluted share, versus $123 million, or $1.22 per share, in the first quarter of 2025.
Net sales were $1,980 million versus $1,646 million, and adjusted EBITDA was $37 million versus $24 million.
The net loss includes $158 million in unrealized derivative losses; the company cites $447 million of locked-in value from swap sales, expected to be realized through 2027.
The 10-cent cash dividend is payable May 18, 2026, to stockholders of record as of May 11, 2026.
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.
Franklin BSP Realty Trust reported first quarter 2026 results for the quarter ended March 31, 2026. GAAP net income fell from $23.7 million a year earlier to $12.3 million, while Distributable Earnings, a non-GAAP measure, moved from a $6.2 million loss to $13.5 million. The company declared a $0.20 dividend, reported book value of $14.18 per diluted share, and the board reauthorized a $50.0 million share repurchase program through December 31, 2026.
GAAP net income was $12.3 million, or $0.07 per diluted share, versus $23.7 million, or $0.20 per share, in Q1 2025.
Distributable Earnings were $13.5 million, or $0.09 per share fully converted, versus a loss of $6.2 million in Q1 2025.
Repurchased 4,361,596 shares for $39.8 million at an average price of $9.13; book value was $14.18 per diluted share, up $0.03 from the prior quarter.
After quarter-end, the board reauthorized $50.0 million for share repurchases through December 31, 2026; a $0.20 first quarter dividend was declared.
Chipotle reported first-quarter 2026 results for the period ended March 31, 2026. Total revenue rose 7.4% to $3.1 billion and comparable restaurant sales rose 0.5%, but net income fell to $302.8 million from $386.6 million, and diluted earnings per share fell to $0.23 from $0.28. The company kept its 2026 outlook of about flat full-year comparable restaurant sales and 350 to 370 new restaurant openings.
Total revenue increased 7.4% to $3.1 billion; comparable restaurant sales rose 0.5%, driven by a 0.6% increase in transactions.
Operating margin was 12.9%, down from 16.7%; labor costs rose to 26.1% of revenue from 25.0%.
Adjusted diluted EPS was $0.24, down 17.2% from $0.29; the company repurchased $700.8 million of stock in the quarter.
For 2026, management expects full-year comparable restaurant sales to be about flat and 350 to 370 new restaurant openings.
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.
Antero Midstream reported first quarter 2026 results, with revenue of $314 million, up from $291 million a year earlier, and Adjusted EBITDA of $288 million, up 5%. GAAP net income was $118 million, or $0.25 per diluted share, in line with the prior year, while Adjusted Net Income per diluted share rose 4% to $0.29. The company closed its HG Energy acquisition and sold its Ohio Utica Shale assets during the quarter, and its CFO said the company expects high-single digit EBITDA growth going forward.
Gathering volumes rose 14% year over year; fresh water delivery volumes fell 21%.
Adjusted Free Cash Flow after dividends was $85 million, up 8% from the prior year quarter.
Repurchased 1.0 million shares for $18 million; about $318 million of repurchase capacity remained as of March 31, 2026.
Interest expense rose 12% to $54 million, driven by financing for the HG Energy acquisition.
Ethan Allen reported fiscal 2026 third-quarter results for the quarter ended March 31, 2026, with net sales down 4.8% year over year to $135.8 million and GAAP diluted EPS of $0.23, down from $0.37. The company cited lower State Department business, weaker international sales, and a sluggish home furnishings market, and its Board declared a regular quarterly dividend of $0.39 per share payable May 27, 2026.
Consolidated net sales were $135.8 million versus $142.7 million a year earlier; wholesale net sales fell to $84.9 million from $99.0 million.
GAAP diluted EPS was $0.23 versus $0.37; adjusted diluted EPS was $0.24 versus $0.38, and GAAP operating margin was 4.8% versus 7.7%.
Operating cash flow was $15.1 million versus $10.2 million a year ago; the company reported no outstanding debt and $180.9 million in cash and investments.
The Board declared a $0.39 per share regular quarterly dividend on April 28, 2026, payable May 27, 2026 to holders of record as of May 13, 2026.
Aflac reported first quarter 2026 results on April 29, 2026. Total revenues rose 27.9% to $4.3 billion and net earnings were $1.0 billion, or $1.98 per diluted share, compared with $29 million a year earlier, while adjusted earnings slipped 0.6% to $901 million. The company returned $1.3 billion to shareholders in the quarter and declared a second-quarter dividend of $0.61 per share.
Total revenues were $4.3 billion, up 27.9% from $3.4 billion a year earlier.
Net earnings were $1.0 billion, or $1.98 per diluted share, versus $29 million, or $0.05 per diluted share, in the first quarter of 2025.
Adjusted earnings per diluted share rose 5.4% to $1.75, while adjusted earnings fell 0.6% to $901 million.
Shareholder returns totaled $1.3 billion: $1.0 billion in share repurchases and $315 million in dividends; the second-quarter dividend is $0.61 per share.
Antero Resources reported first quarter 2026 net income of $535 million, up from $208 million a year earlier, with Adjusted EBITDAX of $723 million, up 32%. The company said the HG acquisition added production, and it lowered its 2026 cash production expense guidance while raising its ethane price premium outlook, with full-year production unchanged.
Net production averaged a company record 3.9 Bcfe/d, up 13% from the year-ago period
Net cash provided by operating activities was $859 million, versus $457.7 million a year earlier; Adjusted Free Cash Flow was $657 million
2026 cash production expense guidance cut to $2.25 to $2.35 per Mcfe from $2.35 to $2.45; ethane premium raised to $2.00 to $3.00 per barrel
Total long-term debt was $2.66 billion on March 31, 2026, versus $1.40 billion at December 31, 2025, after the HG acquisition
Adamas Trust reported first quarter 2026 results for the three months ended March 31, 2026, with GAAP basic earnings per share of $0.41, up from $0.33 a year earlier, and earnings available for distribution of $0.29 per share, up 45% year over year. The company declared a first quarter common dividend of $0.23 per share, and GAAP earnings per share were below the $0.46 reported for the fourth quarter of 2025.
GAAP basic EPS was $0.41 versus $0.33 in Q1 2025 and $0.46 in Q4 2025
Earnings available for distribution were $0.29 per share, up 45% year over year and 26% quarter over quarter
Total net interest income was $48.4 million, up from $33.1 million a year earlier
Book value per share was $9.98 and adjusted book value per share was $10.80 at March 31, 2026
Amazon reported first quarter 2026 net sales of $181.5 billion, up 17% from a year earlier, and operating income of $23.9 billion, up from $18.4 billion. Net income of $30.3 billion, or $2.78 per diluted share, included $16.8 billion in pre-tax gains from its Anthropic investments, and trailing twelve-month free cash flow fell to $1.2 billion from $25.9 billion as spending on property and equipment rose.
Net sales rose 17% to $181.5 billion; AWS segment sales rose 28% to $37.6 billion.
Operating income was $23.9 billion versus $18.4 billion a year earlier; AWS operating income was $14.2 billion.
Diluted earnings per share were $2.78 versus $1.59, including $16.8 billion in pre-tax gains from Anthropic investments.
Second quarter 2026 guidance: net sales of $194.0 billion to $199.0 billion and operating income of $20.0 billion to $24.0 billion.
Q2 Holdings reported first-quarter 2026 revenue of $216.5 million, up 14% from a year earlier, and GAAP net income of $26.6 million, compared with $4.8 million in the prior-year quarter. The company also issued guidance for the second quarter of 2026 and updated its full-year 2026 guidance, with full-year revenue now expected at $875.0 million to $882.0 million.
Q1 2026 revenue of $216.5 million, up 14% year over year; GAAP diluted EPS of $0.40 versus $0.07
Adjusted EBITDA of $60.0 million, a 27.7% margin, versus $40.7 million (21.5%) a year earlier
Q2 2026 revenue guidance of $214.0 million to $218.0 million; full-year 2026 revenue guidance of $875.0 million to $882.0 million
Repurchased about 1.8 million shares for about $97.2 million in Q1; $47.8 million remained on the $150 million authorization
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.
Impinj reported first-quarter 2026 revenue of $74.3 million, essentially flat from $74.3 million a year earlier, while its GAAP net loss widened to $25.3 million, or $0.83 per diluted share, from $8.5 million, or $0.30 per share. The loss includes an $11.9 million induced conversion expense, and non-GAAP net income fell to $4.4 million, or $0.14 per share, from $6.3 million, or $0.21 per share a year earlier. The company guided second-quarter 2026 revenue to $103.0 million to $106.0 million and said first-quarter revenue and adjusted EBITDA exceeded the top end of its guidance range.
Q1 2026 revenue $74.3 million versus $74.3 million in Q1 2025; adjusted EBITDA $3.4 million versus $6.5 million
GAAP net loss $25.3 million ($0.83 per diluted share) versus $8.5 million ($0.30) a year earlier, including an $11.9 million induced conversion expense
Q2 2026 outlook: revenue $103.0 million to $106.0 million; GAAP net income $7.6 million to $9.1 million; non-GAAP diluted EPS $0.77 to $0.82
CEO Chris Diorio said Endpoint IC bookings reached an all-time record in the quarter
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.
VIAVI reported preliminary fiscal third-quarter results for the period ended March 28, 2026, with net revenue of $406.8 million, up 42.8% year over year. GAAP net income fell to $6.4 million, while non-GAAP net income rose 99.4% to $67.6 million, and the company gave fourth-quarter fiscal 2026 guidance of $427 million to $437 million in net revenue and $0.29 to $0.31 in non-GAAP EPS. The results are preliminary until the company files its Form 10-Q.
Net revenue of $406.8 million, up from $284.8 million a year earlier; Network and Service Enablement revenue rose 54.4% to $321.5 million
GAAP net income of $6.4 million, or $0.03 per diluted share, down from $19.5 million, or $0.09, a year earlier; restructuring and related charges were $17.3 million
Non-GAAP diluted EPS of $0.27, up from $0.15 a year earlier
Fourth-quarter fiscal 2026 outlook (quarter ending June 27, 2026): net revenue of $427 million to $437 million and non-GAAP EPS of $0.29 to $0.31
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
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