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).
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.
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
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.
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.
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.
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
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.
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
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.
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.
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
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.
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
Allstate reported first quarter 2026 results with revenues of $16.9 billion, up 3.0% from the prior year, and net income applicable to common shareholders of $2.4 billion, or $9.25 per diluted share, compared with $566 million a year earlier. Adjusted net income was $2.8 billion, or $10.65 per diluted share, and the company cited lower catastrophe losses and prior year reserve releases as drivers.
Net income applicable to common shareholders was $2.4 billion ($9.25 per diluted share) versus $566 million ($2.11) in Q1 2025.
Adjusted net income was $2.8 billion ($10.65 per diluted share) versus $949 million ($3.53) a year earlier.
Property-Liability catastrophe losses fell 43.7% to $1.24 billion; the recorded combined ratio improved to 82.0 from 97.4.
Net losses on investments and derivatives were $405 million; the investment portfolio total return was negative 0.2% for the quarter.
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
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.
eBay reported first-quarter 2026 revenue of $3.1 billion, up 19% from a year earlier, and GAAP earnings of $1.12 per diluted share, up from $1.05. GAAP operating margin fell to 19.8% from 23.6%, while the company guided second-quarter revenue to $2.97 billion to $3.03 billion and expects its pending $1.2 billion Depop acquisition to close by the end of the third quarter of 2026.
Revenue was $3,089 million, up 19% as reported and up 17% on an FX-neutral basis; GMV was $22.2 billion, up 18%.
GAAP diluted EPS was $1.12 versus $1.05; non-GAAP diluted EPS was $1.66 versus $1.37.
Second-quarter 2026 guidance: revenue of $2.97 billion to $3.03 billion and GAAP diluted EPS of $1.09 to $1.14.
Returned $639 million to stockholders in the quarter, including $500 million of buybacks; a $0.31 per share dividend is payable June 12, 2026.
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
Carvana reported first-quarter 2026 results for the quarter ended March 31, 2026, with revenue, gross profit, operating income and net income all higher than a year earlier. Gross profit per unit fell, and Adjusted EBITDA margin declined, but the company expects sequential growth in retail units sold and Adjusted EBITDA in the second quarter.
Net sales and operating revenues were $6.432 billion, up 52% from $4.232 billion; retail units sold were 187,393, up 40%
Net income attributable to Carvana Co. was $250 million versus $216 million; basic and diluted EPS of Class A shares were $1.75 and $1.69 versus $1.61 and $1.51
Total gross profit per unit was $6,783, down $155; Adjusted EBITDA was $672 million with a 10.4% margin, down from 11.5%
For Q2 2026, the company expects a sequential increase in retail units sold and Adjusted EBITDA, assuming the environment remains stable
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
Connection reported first-quarter 2026 results for the quarter ended March 31, 2026, with net sales up 3.0% to $721.9 million and net income up 27.8% to $17.2 million, or $0.68 per diluted share, compared with $0.51 a year earlier. The board also declared a quarterly dividend of $0.20 per share, payable May 29, 2026, to holders of record on May 12, 2026. Public Sector Solutions net sales fell 31.0%, and the quarter included $3.1 million of severance expenses.
Net sales $721.9 million, up 3.0% year over year; gross margin 18.4%, up 20 basis points
Diluted EPS $0.68 versus $0.51; adjusted diluted EPS $0.77 versus $0.60
Quarterly cash dividend of $0.20 per share, payable May 29, 2026
Public Sector Solutions net sales down 31.0% to $99.8 million; $3.1 million of severance expenses
TTM Technologies reported first quarter 2026 net sales of $846.0 million, up 30% from $648.7 million a year earlier, with GAAP net income of $50.0 million, or $0.47 per diluted share, versus $32.2 million, or $0.31, in the prior-year quarter. Non-GAAP EPS of $0.75 was an all-time quarterly record, but free cash flow was negative $85.1 million, and the company guided second quarter non-GAAP EPS of $0.82 to $0.88 on net sales of $930 million to $970 million.
Net sales $846.0 million, up 30% year on year; GAAP net income $50.0 million, or $0.47 per diluted share
Non-GAAP net income $80.1 million, or $0.75 per diluted share, versus $0.50 a year earlier
Operating cash flow $21.7 million; free cash flow negative $85.1 million after $106.8 million net capital expenditures
Q2 2026 outlook: net sales $930 million to $970 million; non-GAAP EPS $0.82 to $0.88
Align Technology reported first-quarter 2026 results on April 29, 2026, with revenue of $1,040.1 million, up 6.2% from a year earlier, and GAAP diluted EPS of $1.57 versus $1.27 in the prior-year quarter. The company reaffirmed its fiscal 2026 guidance and plans to repurchase $200 million of common stock over six months beginning on or about May 1, 2026. Year-over-year revenue and profit improved, though both declined from the fourth quarter of 2025.
Q1 2026 revenue was $1,040.1 million, up 6.2% year-over-year and down 0.7% sequentially.
GAAP diluted EPS was $1.57 versus $1.27 a year earlier; non-GAAP diluted EPS was $2.58 versus $2.13.
Fiscal 2026 guidance was reaffirmed, including worldwide revenue growth of 3% to 4% and Q2 2026 revenue of $1,040 million to $1,060 million.
Align expects to repurchase $200 million of common stock over a six-month period beginning on or about May 1, 2026.
Microsoft reported results for the fiscal third quarter ended March 31, 2026, with revenue of $82.9 billion, up 18% from a year earlier, and net income of $31.8 billion, up 23% on a GAAP basis. The company also said it returned $10.2 billion to shareholders through dividends and share repurchases in the quarter. The filing does not include forward-looking guidance; Microsoft says it will provide guidance on its earnings call.
Revenue was $82.9 billion, up 18% (15% in constant currency), compared with $70.1 billion a year earlier.
Operating income was $38.4 billion, up 20%; GAAP diluted EPS was $4.27, up 23% from $3.46.
Microsoft Cloud revenue was $54.5 billion, up 29%, and Azure and other cloud services revenue rose 40%.
Shareholders received $10.2 billion through dividends and share repurchases; guidance will be given on the April 29, 2026 earnings call.
FormFactor reported first-quarter fiscal 2026 revenue of $226.1 million, a company record and up 5.1% from the prior quarter. Non-GAAP earnings per share were $0.56, above the company's outlook range, but GAAP net income fell from the prior quarter, partly due to $21.5 million in restructuring charges in gross profit. The company expects second-quarter revenue of $240 million, plus or minus $5 million, and non-GAAP EPS of $0.61, plus or minus $0.04.
Q1 revenue $226.1 million, up 5.1% from Q4 fiscal 2025 and up 32.0% from Q1 fiscal 2025
GAAP net income $20.4 million, or $0.26 per diluted share, down from $23.2 million, or $0.29, in Q4 fiscal 2025
Non-GAAP net income $44.5 million, or $0.56 per diluted share, up from $0.46 in Q4 fiscal 2025
Waystar reported first-quarter 2026 revenue of $313.9 million, up 22% from a year earlier, and GAAP net income of $43.3 million, or $0.22 per diluted share, compared with $29.3 million, or $0.16, in the prior-year quarter. The company also gave full-year 2026 guidance for revenue of $1.274 billion to $1.294 billion and adjusted EBITDA of $530 million to $540 million, which shareholders can use as a benchmark for future results.
Q1 2026 revenue was $313.9 million, up 22% year-over-year from $256.4 million.
GAAP net income was $43.3 million, or $0.22 per diluted share, versus $29.3 million, or $0.16, a year earlier.
Non-GAAP net income was $81.2 million, or $0.42 per diluted share, versus $0.32 in Q1 2025.
FY2026 guidance: revenue of $1.274 billion to $1.294 billion; adjusted EBITDA of $530 million to $540 million; non-GAAP diluted EPS of $1.59 to $1.68.
Alphabet reported first-quarter 2026 revenue of $109.9 billion, up 22% from a year earlier, and operating income of $39.7 billion, up 30%. Net income of $62.6 billion and diluted EPS of $5.11 were boosted by a $37.7 billion net gain in other income, mainly unrealized gains on non-marketable equity securities, which the filing says can vary significantly from period to period. The board also raised the quarterly dividend 5% to $0.22 per share.
Google Cloud revenue rose 63% to $20.0 billion, and its operating income rose to $6.6 billion from $2.2 billion a year earlier.
Diluted EPS was $5.11, up from $2.81; net income was $62.6 billion versus $34.5 billion.
Other income, net was $37.7 billion, primarily net unrealized gains on non-marketable equity securities.
Quarterly dividend increased 5% to $0.22 per share, payable June 15, 2026 to holders of record as of June 8, 2026.
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.
Amphenol reported record first-quarter 2026 sales of $7.6 billion, up 58% in U.S. dollars and 33% organically, with GAAP diluted EPS of $0.72 (up from $0.58) and adjusted diluted EPS of $1.06 (up from $0.63). The company also guided second-quarter 2026 sales to $8.1 billion to $8.2 billion and adjusted diluted EPS to $1.14 to $1.16, both above the first-quarter levels, which points to continued growth for shareholders if those expectations hold.
Q1 2026 net sales were $7,620.1 million, up from $4,811.0 million; net income attributable to Amphenol was $933.0 million vs. $737.8 million.
Q2 2026 outlook: sales of $8.1 billion to $8.2 billion (43% to 45% increase) and adjusted diluted EPS of $1.14 to $1.16 (41% to 43% increase), assuming current market conditions and constant exchange rates.
GAAP results included discrete China tax items of $290.0 million ($0.22 per share) and acquisition-related expenses of $248.9 million ($0.16 per share).
In Q1 the company repurchased 1.3 million shares for $178 million and paid $307 million in dividends, for total capital returned of nearly $485 million.
The Chefs' Warehouse reported first quarter 2026 results for the thirteen weeks ended March 27, 2026. Net sales rose 11.4% to $1.06 billion, GAAP net income rose to $17.4 million, or $0.40 per diluted share, from $10.3 million, or $0.25, a year earlier, and adjusted EBITDA rose to $60.1 million from $47.5 million. The company also provided fiscal 2026 guidance for net sales of $4.35 billion to $4.45 billion and adjusted EBITDA of $276 million to $286 million.
Net sales increased 11.4% to $1.06 billion from $950.7 million; organic sales rose 10.4%.
GAAP net income was $17.4 million, or $0.40 per diluted share, versus $10.3 million, or $0.25, in Q1 2025.
Adjusted EBITDA was $60.1 million versus $47.5 million in Q1 2025.
Fiscal 2026 guidance: net sales of $4.35 billion to $4.45 billion and adjusted EBITDA of $276 million to $286 million.
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
Community Financial System (NYSE: CBU) reported first quarter 2026 net income of $57.2 million, or $1.08 per share, compared with $49.6 million, or $0.93 per share, a year earlier. Operating diluted earnings per share were $1.15, up 17.3% year over year, and net interest income rose 12.1% to $134.7 million, while total revenues were $213.3 million, up 8.7%.
Q1 2026 net income was $57.2 million, or $1.08 per share, versus $0.93 per share in Q1 2025 and $1.03 in Q4 2025
Total noninterest expenses rose 6.2% to $133.0 million from $125.3 million a year earlier
Pending acquisition of ClearPoint Federal Bank & Trust for approximately $40 million in cash is expected to close in the second quarter of 2026
enVVeno Medical said the FDA approved its Investigational Device Exemption application, allowing a pivotal U.S. study of its enVVe non-surgical replacement venous valve for severe deep Chronic Venous Insufficiency. The company said it had approximately $25 million in cash and investments as of March 31, 2026, expected to fund operations into the third quarter of 2027.
FDA approved the IDE application for the TAVVE pivotal study, announced April 29, 2026.
First stage will enroll 10 patients, with 30-day safety results submitted to the FDA; second stage will enroll 220 patients (165 receiving the enVVe valve, 55 in a control arm).
Study will enroll at up to 40 U.S. clinical sites; first stage is expected to commence later this year.
Cash and investments were approximately $25 million as of March 31, 2026, expected to fund operations into Q3 2027.
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%.
Avnet reported fiscal third-quarter 2026 results for the quarter ended March 28, 2026, with sales of $7.1 billion, up 34% from a year earlier, and GAAP diluted EPS of $1.14, up 13%. The company also guided fourth-quarter fiscal 2026 sales to $7.30 billion to $7.60 billion and adjusted diluted EPS to $1.70 to $1.80, both above third-quarter levels, which points to continued growth for shareholders if the outlook holds.
Q3 sales of $7.1 billion, up 34% year over year and 12.7% from $6.3 billion in the prior quarter
GAAP diluted EPS of $1.14 vs. $1.01 a year earlier; adjusted diluted EPS of $1.48 vs. $0.84
Q4 fiscal 2026 guidance (quarter ending June 27, 2026): sales of $7.30 billion to $7.60 billion and adjusted diluted EPS of $1.70 to $1.80
Operating cash flow used $54 million in the quarter, while GAAP operating margin rose to 2.9% from 2.7%
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.
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