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.
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)
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
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.
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
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
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.
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.
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
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
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
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
Mid-America Apartment Communities reported first quarter 2026 results, with diluted earnings per share of $1.06 versus $1.54 a year earlier and Core FFO per diluted share of $2.13 versus $2.20. The company raised the midpoint of its full-year 2026 earnings per share guidance to $4.34 from $4.29, while the Core FFO midpoint stayed at $8.53.
Q1 2026 diluted EPS was $1.06, down from $1.54; FFO per diluted share rose to $2.23 from $2.21.
Full-year 2026 EPS guidance range is now $4.18 to $4.50, up from $4.11 to $4.47; Core FFO guidance is $8.37 to $8.69, down from $8.35 to $8.71 at the top end only.
Same Store NOI growth guidance midpoint is unchanged at -0.70%; Q2 2026 Core FFO guidance midpoint is $2.06 per diluted share.
The company declared its 129th consecutive quarterly common dividend of $1.53 per share, payable April 30, 2026, with an annual dividend rate of $6.12.
Moelis & Company reported first quarter 2026 revenue of $319.8 million, up 4% from the prior year and described by the company as a record first quarter. Profit fell, with GAAP diluted earnings per share of $0.48 versus $0.64 a year earlier, and the results include a $0.11 per share tax benefit tied to share-based awards. The company also declared a $0.65 per share quarterly dividend and reported $353.7 million in cash and short-term investments with no debt.
Revenue of $319.8 million, up 4% from $306.6 million in the first quarter of 2025
GAAP diluted EPS of $0.48 vs. $0.64 a year earlier (down 25%); Adjusted diluted EPS of $0.50 vs. $0.64 (down 22%)
Quarterly dividend of $0.65 per share, payable June 18, 2026 to holders of record on May 11, 2026
Repurchased 1.9 million shares for $117.3 million in the quarter; cash and liquid investments of $353.7 million and no debt
MGM Resorts reported first-quarter 2026 consolidated net revenues of $4.5 billion, up 4% from the prior year quarter, but net income attributable to the company fell to $125 million from $149 million. Diluted EPS was $0.48 versus $0.51, and Adjusted EPS was $0.49 versus $0.69. The company also closed the sale of MGM Northfield Park operations for $546 million in April 2026 and plans to use the proceeds partly for share repurchases.
Consolidated net revenues $4.5 billion, up 4%; Consolidated Adjusted EBITDA $580 million versus $637 million
Net income attributable to MGM Resorts $125 million versus $149 million; diluted EPS $0.48 versus $0.51
Adjusted EPS $0.49 versus $0.69 in the prior year quarter
Closed sale of MGM Northfield Park operations for $546 million in April 2026; repurchased about 2 million shares for $90 million in Q1
NETGEAR reported first-quarter 2026 results for the period ended March 29, 2026, with net revenue down 2.0% year over year to $158.8 million and a GAAP net loss of $13.0 million, or $0.47 per share, versus $0.21 a year earlier. Non-GAAP EPS rose to $0.06 from $0.02, and the company guided second-quarter net revenue to $150 million to $165 million.
Net revenue was $158.8 million, down from $162.1 million in the prior-year quarter; GAAP gross margin rose to 40.5% from 34.8%.
GAAP operating loss was $13.6 million versus $12.8 million a year earlier; non-GAAP operating income was $1.7 million versus a $2.6 million loss.
Second-quarter guidance calls for net revenue of $150 million to $165 million and a non-GAAP operating margin of (1.0)% to 2.0%.
The company repurchased $20 million of shares at an average of $21.53, and the board approved an additional $75 million, bringing the total authorization to about $89 million.
Pulmonx reported first-quarter 2026 revenue of $20.6 million, down 9% from $22.5 million a year earlier, driven by a lack of China sales while it awaits renewal of its registration certificate. The net loss narrowed to $13.7 million, or $0.33 per share, from $14.4 million, or $0.36 per share, and the company kept its full-year 2026 revenue outlook of $90 million to $92 million unchanged.
Worldwide revenue was $20.6 million, down 9% year over year and down 12% on a constant currency basis.
International revenue fell 12% to $7.3 million, while international revenue excluding China grew 22%.
Gross margin rose to 78% from 73%, and the net loss narrowed to $13.7 million, or $0.33 per share.
Full-year 2026 revenue guidance of $90 million to $92 million was reiterated, and cash and equivalents were $61.6 million as of March 31, 2026.
John B. Sanfilippo & Son reported fiscal 2026 third-quarter results, with net sales up 8.0% to a record $281.8 million on an 8.3% higher average selling price per pound, while sales volume was essentially flat. Profit fell: diluted EPS decreased 16.9% to $1.43 and gross margin declined to 19.1% from 21.4%, mainly due to lower inventory valuation adjustments than in the prior-year quarter. For the nine months, net sales rose 6.8% to $895.2 million and diluted EPS rose 17.6% to $4.55.
Q3 net sales increased $20.9 million, or 8.0%, to $281.8 million; sales volume was essentially flat at 84.4 million pounds
Q3 gross profit decreased 3.8% to $53.8 million; diluted EPS decreased 16.9% to $1.43 from $1.72
Nine-month diluted EPS increased 17.6% to $4.55; net sales rose 6.8% to $895.2 million
Conference call scheduled for Thursday, April 30, 2026, at 10:00 a.m. Eastern
First Interstate BancSystem reported first-quarter 2026 net income of $60.2 million, or $0.61 per diluted share, up from $50.2 million a year earlier but down from $108.8 million in the fourth quarter of 2025, which included a $62.7 million gain on the sale of its Arizona and Kansas branches. Net interest income fell 2.1% from a year earlier to $200.7 million, while net interest margin rose to 3.41%. The board also declared a $0.47 per share dividend, and the company repurchased 2.39 million shares during the quarter for about $84.0 million.
Net income of $60.2 million, or $0.61 per diluted share, versus $108.8 million ($1.08) in Q4 2025 and $50.2 million ($0.49) in Q1 2025
Q4 2025 noninterest income included a $62.7 million gain from the sale of the Arizona and Kansas branches
Net interest income was $200.7 million, down from $206.4 million in Q4 2025 and down 2.1% from Q1 2025; net interest margin was 3.41%
Dividend of $0.47 per share payable May 21, 2026, to holders of record as of May 11, 2026
C.H. Robinson reported first-quarter 2026 results for the quarter ended March 31, 2026. Total revenues fell 0.8% to $4.0 billion and income from operations fell 0.7% to $175.7 million, while diluted EPS rose 9.9% to $1.22 and adjusted diluted EPS rose 15.4% to $1.35, with restructuring charges tied to workforce reductions. Cash returned to shareholders rose 105.6% to $359.8 million, but cash generated by operations fell to $68.6 million.
Total revenues decreased 0.8% to $4.0 billion; income from operations decreased 0.7% to $175.7 million
Diluted EPS rose 9.9% to $1.22; adjusted diluted EPS rose 15.4% to $1.35, excluding $20.2 million of restructuring and related costs
Cash generated by operations fell $37.9 million to $68.6 million; cash returned to shareholders was $359.8 million, including $280.7 million in stock repurchases
Full-year 2026 guidance includes an effective tax rate of 18% to 20% and capital expenditures of $75 million to $85 million
Invitation Homes reported first-quarter 2026 results, with total revenues up 8.8% year over year to $734 million while net income per diluted share fell 2.3% to $0.26. Core FFO per share was flat at $0.48, and the company kept its full-year 2026 guidance unchanged, with a Core FFO per share midpoint of $1.94. The company also completed $500 million of share repurchases and authorized a new $500 million program on April 27, 2026.
Total revenues rose 8.8% year over year to $734 million; net income per diluted share fell 2.3% to $0.26 from $0.27.
Core FFO per share was flat at $0.48; AFFO per share declined 2.6% to $0.41, which the company attributed primarily to timing.
Same Store NOI decreased 0.3% year over year; preliminary April 2026 blended rent growth was approximately 2.3%.
On April 27, 2026, the board authorized a new $500 million share repurchase program, following $500 million of repurchases completed since the fourth quarter of 2025.
The St. Joe Company reported first quarter 2026 revenue of $99.1 million, up 5% from a year earlier, while net income attributable to the Company fell 21% to $13.9 million, or $0.24 per share. The company attributed the profit decline mainly to lower equity income from its Latitude Margaritaville Watersound joint venture, and its board declared a quarterly dividend of $0.16 per share.
Revenue rose 5% to $99.1 million; hospitality revenue rose 13% to a first quarter record of $44.7 million
Net income attributable to the Company fell 21% to $13.9 million ($0.24 per share) from $17.5 million ($0.30 per share)
Equity in income from unconsolidated joint ventures fell to $3.5 million from $10.2 million, mainly on fewer home closings at Latitude Margaritaville Watersound
Quarterly dividend of $0.16 per share declared April 29, 2026, payable June 25, 2026 to holders of record on June 9, 2026
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
Mattel reported first quarter 2026 net sales of $862 million, up 4% as reported and 1% in constant currency. Operating loss widened to $103 million from $53 million, and adjusted operating loss widened to $70 million from $8 million. Reported net income of $61 million, or $0.20 per diluted share, was lifted by a $148 million gain on remeasuring its previously held stake in Mattel163, and the company left its full-year 2026 guidance unchanged apart from a recast that excludes amortization of acquired intangibles.
Net sales were $862 million, up 4% as reported and 1% in constant currency, with International up 15% and North America down 3%.
Operating loss was $103 million versus $53 million a year earlier; adjusted loss per share was $0.20 versus $0.02.
Reported diluted EPS of $0.20 compared with a loss of $0.12, mainly due to the $148 million Mattel163 remeasurement gain.
Mattel repurchased $200 million of shares in the quarter and maintained its $400 million 2026 repurchase target.
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.
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.
MGIC Investment Corporation reported first-quarter 2026 net income of $165.3 million, or $0.76 per diluted share, down from $185.5 million in the first quarter of 2025 but up from $0.75 per share a year earlier. Total revenues fell to $297.1 million from $306.2 million, and losses incurred rose to $33.2 million from $9.6 million, while the per-share gain reflects a lower diluted share count.
Q1 2026 net income was $165.3 million ($0.76 per diluted share) versus $185.5 million ($0.75) in Q1 2025.
Net premiums earned were $235.4 million, down from $243.7 million a year earlier; total revenues were $297.1 million versus $306.2 million.
Losses incurred, net, were $33.2 million versus $9.6 million; the loss ratio was 14.1% versus 3.9%.
The board approved an additional $750 million share repurchase authorization through December 31, 2028, and the company repurchased 7.2 million shares for $192.6 million in the quarter.
Independence Realty Trust reported a first-quarter 2026 net loss available to common shares of $0.1 million, or $0.00 per diluted share, compared with net income of $8.4 million, or $0.04 per share, a year earlier. Rental and other property revenue rose to $165.2 million from $160.9 million, but management affirmed its full-year 2026 guidance, including CFFO per share of $1.12 to $1.16.
Net loss available to common shares of $0.1 million ($0.00 per diluted share) vs. net income of $8.4 million ($0.04) in Q1 2025.
CFFO of $63.5 million ($0.26 per share) vs. $64.2 million ($0.27 per share) a year earlier.
Rental and other property revenue of $165.2 million vs. $160.9 million; same-store NOI up 1.0%.
2026 CFFO per share guidance of $1.12 to $1.16 affirmed; company repurchased 1.8 million shares for $29.9 million in Q1.
Sabra reported first quarter 2026 results, with total revenues of $221.8 million, up from $183.5 million a year earlier, and normalized FFO of $0.38 per diluted share, up from $0.35. Net income attributable to Sabra fell to $0.16 per diluted share from $0.17, and the company reiterated its full-year 2026 guidance and declared a $0.30 quarterly dividend.
Total revenues were $221.8 million for Q1 2026, compared with $183.5 million in Q1 2025.
Normalized FFO was $0.38 per diluted share, compared with $0.35; normalized AFFO was $0.39, compared with $0.37.
Net income attributable to Sabra was $40.9 million, or $0.16 per diluted share, compared with $40.3 million, or $0.17, a year earlier.
The board declared a $0.30 quarterly dividend payable May 29, 2026, to holders of record on May 15, 2026; full-year 2026 guidance was reiterated.
Sprouts Farmers Market reported first-quarter 2026 net sales of $2.3 billion, up 4% from a year earlier, while diluted earnings per share fell to $1.71 from $1.81 and comparable store sales declined 1.7%. The company guided second-quarter diluted EPS to $1.32 to $1.36 and full-year 2026 diluted EPS to $5.32 to $5.48 on a 52-week basis, and it repurchased $140 million of stock in the quarter.
Net sales $2.3 billion, up 4% from the same period in 2025; comparable store sales (1.7)%
Diluted EPS $1.71 versus $1.81 in Q1 2025
Q2 2026 outlook: comparable store sales (2)% to 0%, diluted EPS $1.32 to $1.36
Full-year 2026 outlook (52-week basis): diluted EPS $5.32 to $5.48, EBIT $675 million to $695 million; 53rd week adds an estimated $0.21 to EPS
Red Rock Resorts reported first quarter 2026 net revenues of $507.3 million, up 1.9% from a year earlier, while net income fell 3.8% to $82.7 million and Adjusted EBITDA fell 1.2% to $212.6 million. The company also declared a $0.26 per share dividend for the second quarter, which shareholders of record on June 15, 2026 will receive on June 30, 2026.
Net revenues were $507.3 million, up $9.4 million or 1.9% from $497.9 million in Q1 2025.
Net income was $82.7 million, down $3.3 million or 3.8%; diluted EPS for Class A stock was $0.73 versus $0.75.
Adjusted EBITDA was $212.6 million, down $2.5 million or 1.2%; Las Vegas operations Adjusted EBITDA fell 1.5% to $232.4 million.
Board declared a $0.26 per Class A share dividend, payable June 30, 2026 to holders of record on June 15, 2026.
LXP Industrial Trust reported first quarter 2026 results on April 29, 2026. Total gross revenues fell to $85.9 million from $88.9 million, mainly due to property dispositions, and the Trust recorded a net loss attributable to common shareholders of $1.9 million, compared with net income of $17.3 million a year earlier. Adjusted Company FFO rose to $0.80 per diluted share from $0.78, and management reaffirmed its 2026 Adjusted Company FFO guidance of $3.22 to $3.37 per diluted share.
Gross revenues were $85.9 million, down from $88.9 million in the first quarter of 2025.
Net loss attributable to common shareholders was $(0.03) per diluted share, versus $0.30 per diluted share a year earlier.
Adjusted Company FFO was $0.80 per diluted share, up 2.6% from $0.78; 2026 guidance of $3.22 to $3.37 was reaffirmed.
Repurchased and retired about 325,000 common shares at an average price of $48.70 during the quarter.
Capitol Federal Financial reported second-quarter fiscal 2026 net income of $20.1 million, or $0.16 per share, slightly below $20.3 million in the prior quarter. Higher net interest income was offset by a higher provision for credit losses, and the company's net interest margin rose to 2.24%. The company also announced a quarterly dividend of $0.085 per share payable May 15, 2026, and said it expects share repurchases to continue as market opportunities present themselves.
Net income of $20.1 million, or $0.16 per share, versus $20.3 million, or $0.16 per share, in the prior quarter
Net interest margin rose five basis points to 2.24%; net interest income increased $949 thousand to $52.3 million
Provision for credit losses was $2.4 million, versus $1.1 million in the prior quarter, including a $4.0 million specific valuation allowance on a nonaccrual commercial relationship
Quarterly cash dividend of $0.085 per share payable May 15, 2026 to holders of record on May 1, 2026
Phillips 66 reported first-quarter 2026 earnings of $207 million, or $0.51 per diluted share, and adjusted earnings of $200 million, or $0.49 per share, down sharply from $2.9 billion reported and $1.0 billion adjusted in the fourth quarter of 2025. The company cited $839 million of mark-to-market losses on hedges tied to a sharp rise in commodity prices, and it increased its annualized quarterly dividend by 7%.
Q1 2026 earnings were $207 million ($0.51 per diluted share) versus $2.9 billion ($7.17) in Q4 2025; adjusted earnings were $200 million ($0.49) versus $1.0 billion ($2.47)
Mark-to-market pre-tax losses of $839 million, including $396 million in Refining and $323 million in Marketing and Specialties
Total debt rose to $27.1 billion from $19.7 billion, and the net debt-to-capital ratio was 43% versus 38%; liquidity was approximately $6.0 billion
Annualized quarterly dividend increased by 7%; the Lindsey Oil Refinery acquisition was completed in April 2026
Euronet reported first quarter 2026 revenue of $1,011.8 million, up 11% from a year earlier, while operating income fell 4% to $72.0 million and GAAP diluted EPS was $0.83 versus $0.85. Adjusted EPS rose 40% to $1.58, but the company's non-GAAP measure excludes items such as share-based compensation and intangible amortization, and the company reiterated its 2026 adjusted EPS growth outlook of 10% to 15%.
Revenue of $1,011.8 million, up 11% from $915.5 million; up 4% on a constant currency basis
Operating income of $72.0 million, down 4% from $75.2 million; net income attributable to Euronet of $37.5 million versus $38.4 million
Adjusted EPS of $1.58, up 40% from $1.13; excluding a one-time $0.20 per share prior-year tax charge, up 19% from $1.33
2026 adjusted EPS growth outlook of 10% to 15% reiterated; total indebtedness rose to $2,556.2 million from $2,021.8 million at year-end 2025
Lithia Motors reported first-quarter 2026 revenue of $9.3 billion, up 1% from $9.2 billion a year earlier, but diluted earnings per share attributable to LAD fell 46% to $4.28 from $7.94. Adjusted diluted EPS was $7.34, down 7%, after excluding an unrealized loss on its Pinewood Technologies investment and other non-core items. The board also approved a $0.57 per share dividend payable May 22, 2026.
Q1 2026 revenue was $9.3 billion, up 1% from $9.2 billion in Q1 2025
Net income was $102.0 million, down 51.7%; adjusted net income was $173.3 million, down 18%
Diluted EPS was $4.28 versus $7.94; adjusted diluted EPS was $7.34 versus $7.93
$0.57 per share dividend payable May 22, 2026 to shareholders of record on May 8, 2026
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
Wingstop reported fiscal first-quarter 2026 revenue of $183.7 million, up 7.4%, and adjusted EPS of $1.18, up from $0.99. GAAP net income fell to $29.9 million from $92.3 million because the prior-year period included a $97.2 million gain on the sale of its LPH stake, and domestic same store sales declined 8.7%. The company also updated its 2026 outlook to a low-single digit decline in domestic same store sales and declared a $0.30 quarterly dividend.
Total revenue $183.7 million vs. $171.1 million; net income $29.9 million, or $1.08 per diluted share, vs. $92.3 million, or $3.24, a year earlier
Adjusted net income $32.5 million and adjusted EPS $1.18 vs. $0.99; Adjusted EBITDA up 9.9% to $65.4 million
Domestic same store sales decreased 8.7%; 97 net new openings in the quarter; 2026 guidance calls for a low-single digit decline in domestic same store sales
Board declared a $0.30 quarterly dividend payable June 5, 2026 to holders of record May 15, 2026; $313.4 million remained under the repurchase program as of March 28, 2026
Avis Budget Group reported first quarter 2026 results on April 29, 2026. Revenue rose 4% to $2.5 billion and the net loss attributable to the company narrowed to $283 million from $505 million a year earlier, but the Adjusted EBITDA loss widened to $113 million from $93 million.
Revenue was $2,530 million, up 4% from $2,430 million in the first quarter of 2025.
Net loss attributable to Avis Budget Group was $283 million, or $8.01 per share, compared with $505 million, or $14.35 per share, a year earlier.
Adjusted EBITDA loss was $113 million, compared with a $93 million loss in the first quarter of 2025.
Adjusted free cash flow was $80 million, and liquidity at quarter end was $915 million.
Lennox reported first quarter 2026 results with revenue up 6% to $1.1 billion, driven by acquisitions, while operating income fell 3% to $164 million and diluted earnings per share fell 8% to $3.35. The company updated full-year revenue growth guidance to approximately 8% and kept its full-year earnings per share guidance of $23.50 to $25.00.
Revenue was $1.1 billion, up 6%, with the Building Climate Solutions segment up 38% to $485 million.
Diluted EPS was $3.35 versus $3.63 a year earlier; net income was $117 million versus $130 million.
Home Comfort Solutions revenue fell 10% to $650 million and segment profit fell 30% to $87 million.
Full-year 2026 revenue growth guidance is approximately 8%, including a 4% benefit from completed acquisitions; EPS guidance of $23.50 to $25.00 was maintained.
Kite Realty Group reported first-quarter 2026 net income attributable to common shareholders of $11.4 million, or $0.06 per diluted share, down from $23.7 million, or $0.11, a year earlier. The company affirmed its 2026 NAREIT and Core FFO guidance of $2.06 to $2.12 per diluted share, while raising its Same Property NOI growth outlook to 2.50% to 3.50%, which matters to shareholders because it signals stronger expected property-level performance even as reported earnings fell.
Q1 2026 net income attributable to common shareholders was $11.4 million ($0.06 per diluted share) versus $23.7 million ($0.11) in Q1 2025.
Core FFO of the Operating Partnership was $109.1 million ($0.52 per diluted share) versus $118.2 million ($0.53) a year earlier; Same Property NOI rose 3.6%.
2026 Same Property NOI growth guidance raised to 2.50% to 3.50% from 2.25% to 3.25%; FFO guidance affirmed at $2.06 to $2.12 per diluted share.
Board declared a second-quarter 2026 dividend of $0.29 per common share, up 7.4% year over year, payable on or about July 16, 2026.
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.
Blackstone Mortgage Trust reported a first-quarter 2026 net loss attributable to the company of $6.3 million, or $(0.04) per share, compared with a $(0.00) loss per share a year earlier. Distributable EPS was $0.21 and Distributable EPS prior to realized gains and losses was $0.49, which covered the $0.47 per share dividend paid in the quarter. Book value per share fell to $20.20 from $20.75 at December 31, 2025.
Q1 2026 GAAP net loss attributable to the company was $6.3 million, or $(0.04) per share, versus $(0.00) per share in Q1 2025.
Distributable EPS was $0.21, compared with $(2.07) in Q4 2025; prior to realized gains and losses it was $0.49, compared with $0.51 in Q4 2025.
Total net revenue was $159.4 million, up from $126.9 million in Q1 2025.
Book value per share was $20.20 at March 31, 2026, versus $20.75 at December 31, 2025.
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.
Prosperity Bancshares reported first quarter 2026 net income of $116.3 million, or $1.16 per diluted share, down from $130.2 million, or $1.37, a year earlier. The company said $42.5 million of merger-related expenses weighed on results; excluding those costs, net income was $149.9 million and diluted EPS was $1.50.
Net income $116.3 million vs $130.2 million in Q1 2025; diluted EPS $1.16 vs $1.37
Merger-related expenses of $42.5 million, or $0.34 per diluted share; excluding them, EPS was $1.50 (non-GAAP)
Net interest income before provision rose 21.0% year over year to $321.2 million
Stellar Bancorp merger expected to complete on or about July 1, 2026; second quarter dividend of $0.60 per share
GE HealthCare reported first quarter 2026 revenue of $5.1 billion, up 7.4%, but net income attributable to the company fell to $389 million from $564 million and diluted EPS fell to $0.85 from $1.23. The company cut its full-year 2026 Adjusted EPS guidance to $4.80 to $5.00 from $4.95 to $5.15, citing higher memory chip, oil and freight costs, so shareholders face lower expected profit this year even as sales grew.
Q1 2026 revenue of $5.1 billion, up 7.4%; organic revenue growth of 2.9%
Net income attributable to GE HealthCare of $389 million vs. $564 million; Adjusted EPS of $0.99 vs. $1.01
2026 Adjusted EPS guidance cut to $4.80 to $5.00 from $4.95 to $5.15; free cash flow guidance cut to about $1.6 billion from about $1.7 billion
Quarterly dividend declared at $0.035 per share; $100 million of stock repurchased in the quarter
Bunge reported first-quarter 2026 results on April 29, 2026. GAAP diluted EPS fell to $0.35 from $1.48 a year earlier, while adjusted EPS rose slightly to $1.83 from $1.81, and the company raised its full-year 2026 adjusted EPS outlook to $9.00-$9.50 from $7.50-$8.00. For shareholders, the higher outlook sits alongside a sharp drop in reported profit, driven by a $336 million mark-to-market timing swing.
Q1 2026 GAAP diluted EPS was $0.35 versus $1.48; net income attributable to Bunge was $68 million versus $201 million
Q1 2026 adjusted diluted EPS was $1.83 versus $1.81, excluding mark-to-market timing differences and certain gains and charges
Full-year 2026 adjusted EPS outlook raised to $9.00-$9.50 from $7.50-$8.00
Net interest expense outlook raised to $620-$660 million from $575-$625 million; cash used for operating activities was $541 million
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