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).
Banner Corporation signed a merger agreement on April 30, 2026, to acquire Pacific Financial Corporation, the holding company for Bank of the Pacific, in an all-stock transaction. The companies said the combined company is expected to have about $18 billion in assets, and the deal is expected to close in the third quarter of 2026, subject to shareholder and regulatory approvals.
Each Pacific Financial share converts into 0.2633 Banner shares; the companies cite an implied $17.44 per share based on Banner's $66.25 close on April 29, 2026.
The transaction is valued at about $177 million; Pacific Financial shareholders are expected to own about 7% of the combined company.
Pacific Financial must pay Banner a $6.3 million termination fee in certain circumstances.
Closing requires approval by two-thirds of Pacific Financial shareholders and regulatory approvals, including from the Federal Reserve Board and the FDIC; the companies expect closing in the third quarter of 2026.
Acadia Pharmaceuticals said its Head of Research and Development, Elizabeth H.Z. Thompson, Ph.D., plans to retire for personal reasons. She will stay in the role until a successor is appointed and then serve as a consultant through at least the end of 2026, including through the planned Phase 2 readout of remlifanserin in Alzheimer's disease psychosis. The filing matters to shareholders because it changes leadership of the company's research program during a key clinical period.
Dr. Thompson informed the company of her planned retirement on April 27, 2026, and the company announced it on April 30, 2026.
She will remain Head of Research and Development until a successor is appointed, then serve as a consultant through at least the end of 2026.
The company has initiated a search for a replacement; no successor is named in the filing.
The Phase 2 remlifanserin study in Alzheimer's disease psychosis continues to recruit and remains blinded, and the company does not yet know outcomes.
AptarGroup reported first-quarter 2026 sales up 11% to $982.9 million, but core sales were flat and reported net income fell 8% to $73 million. Adjusted EPS was $1.19, down from $1.30 a year earlier at comparable exchange rates, and the company guided second-quarter adjusted EPS to $1.32 to $1.40. The filing also names Gael Touya as the next CEO, effective September 1, 2026.
Reported sales rose 11% to $982.9 million; core sales were flat versus the prior year quarter.
Reported EPS fell 4% to $1.12; adjusted EPS fell 8% to $1.19 from $1.30 at comparable exchange rates.
Q2 2026 adjusted EPS guidance is $1.32 to $1.40, versus $1.67 in Q2 2025 per the filing's reconciliation table.
Gael Touya named Aptar's next CEO effective September 1, 2026.
Camden Property Trust reported first quarter 2026 net income attributable to common shareholders of $42.4 million, or $0.40 per diluted share, up from $0.36 a year earlier, but FFO fell to $1.15 per share from $1.70 and Core FFO slipped to $1.70 from $1.72. The company cut its 2026 FFO guidance midpoint to $6.10 from $6.61, raised its EPS midpoint to $0.66 from $0.55, and left its Core FFO midpoint unchanged at $6.75.
Q1 2026 EPS $0.40 vs. $0.36 a year earlier; FFO $1.15 vs. $1.70; Core FFO $1.70 vs. $1.72
Property revenues $388.8 million vs. $390.6 million; same property NOI down 0.7% year over year
Subsequent to quarter end, agreed to pay $53.0 million into a settlement fund for class action litigation over revenue management software
2026 FFO guidance range $5.95 to $6.25 per share; Core FFO guidance range $6.60 to $6.90 per share
MasTec reported first-quarter 2026 revenue of $3.8 billion, up 34% from a year earlier, and GAAP diluted EPS of $0.77 versus $0.13. The company raised its full-year 2026 diluted EPS guidance to $6.77 and its adjusted diluted EPS guidance to $8.79, and it gave second-quarter 2026 revenue guidance of $4.3 billion.
Q1 2026 revenue $3.8 billion, up 34% year over year; adjusted diluted EPS $1.39 versus $0.51
Record 18-month backlog of $20.3 billion as of March 31, 2026, up $4.4 billion year over year
Full-year 2026 guidance: diluted EPS $6.77 and adjusted diluted EPS $8.79, both raised
PayPal announced on April 29, 2026 a strategic reorganization into three business units, along with leadership changes. EVPs Michelle Gill and Diego Scotti will leave the company, with Gill's departure effective June 2, 2026. The company said it will provide more details on the new operating model during its May 5 earnings call.
Effective June 2, 2026, Michelle Gill ceases to serve as EVP, General Manager, Small Business and Financial Services, and Diego Scotti ceases to serve as EVP, General Manager, Consumer Group.
Gill's separation and release agreement is dated April 27, 2026, and makes her eligible for severance under the Executive Change in Control and Severance Plan for a termination without cause.
The reorganization moves PayPal to a three-business model: Checkout Solutions & PayPal, Consumer Financial Services & Venmo, and Payment Services & Crypto.
Frank Keller was named President, Checkout Solutions & PayPal, and Alexis Sowa and Jeff Pomeroy were named interim leads of two of the new units.
Apple reported fiscal second-quarter 2026 revenue of $111.2 billion, up 17% from a year earlier, and diluted EPS of $2.01, up 22%. The board raised the quarterly dividend 4% to $0.27 per share and authorized an additional $100 billion share repurchase program, which returns more capital to shareholders.
Quarter ended March 28, 2026: total net sales $111.2 billion, up from $95.4 billion a year earlier
Diluted EPS $2.01, compared with $1.65 a year earlier; operating cash flow over $28 billion
Quarterly dividend raised 4% to $0.27 per share, payable May 14, 2026, to holders of record as of May 11, 2026
Board authorized an additional repurchase program of up to $100 billion of common stock
Teleflex said Jason Weidman, previously a senior leader at Medtronic, will become President and Chief Executive Officer on June 8, 2026, succeeding interim CEO Stuart Randle, who will remain on the Board. Weidman is also expected to join the Board as a director at that time. The filing's compensation terms include a $1 million base salary and a $7 million sign-on restricted stock grant, which shareholders may track in future proxy and SEC filings.
Start date is June 8, 2026; Weidman is expected to join the Board as a director on that date.
Offer letter dated April 26, 2026 provides a $1 million base salary and a target annual bonus of 125% of base salary.
Sign-on restricted stock grant has a grant date fair value of $7 million; stock options have a grant date fair value of $1 million.
Chairman Stephen Klasko said the appointment follows the divestitures and the planned $1 billion share buyback and $800 million debt paydown.
Encompass Health reported first-quarter 2026 net operating revenue of $1,586.6 million, up 9.0%, and diluted earnings per share from continuing operations of $1.77, up from $1.48 a year earlier. The company raised its full-year 2026 guidance for revenue, Adjusted EBITDA, and adjusted earnings per share, though adjusted free cash flow declined 12.9%.
Q1 2026 net operating revenue was $1,586.6 million versus $1,455.4 million, up 9.0%
Q1 2026 diluted EPS from continuing operations was $1.77 versus $1.48; adjusted EPS was $1.60 versus $1.37
Full-year 2026 guidance: net operating revenue raised to $6,375 million to $6,470 million; adjusted EPS raised to $5.89 to $6.11
Adjusted free cash flow was $193.8 million, down from $222.4 million, and included a $17.5 million pre-tax gain on the sale of Gamma Knife
Arcosa reported first-quarter 2026 results for continuing operations, with revenue of $571.7 million (up 4%) and Adjusted EBITDA of $102.9 million (up 10%). The company raised its full-year 2026 guidance for continuing operations after completing the sale of its barge business on April 1, 2026, which shareholders may view as a simplified portfolio with higher expected earnings.
Q1 2026 continuing operations: revenue $571.7 million, up 4%; Adjusted EBITDA $102.9 million, up 10%; Adjusted EBITDA margin 18.0%, up 100 basis points
Full-year 2026 Adjusted EBITDA guidance raised to $545 million to $585 million from $520 million to $565 million; revenue guidance raised to $2.6 billion to $2.7 billion from $2.54 billion to $2.67 billion
Barge business sale completed April 1, 2026; $83.0 million of proceeds used in April to prepay part of the term loan
Utility and related structures revenue rose 15% in the quarter; record backlog of $557.6 million at March 31, 2026
Park Hotels & Resorts reported first quarter 2026 results, with net income of $12 million compared with a $57 million loss a year earlier, while total revenue fell to $622 million from $630 million. The company raised its full-year Adjusted EBITDA and RevPAR outlook but lowered its net income and diluted EPS outlook, so the results send mixed signals to shareholders.
Q1 2026 total revenue $622 million vs $630 million in Q1 2025; Adjusted EBITDA $143 million vs $144 million
Q1 diluted EPS $0.05 vs a loss of $0.29 a year earlier; Q1 2025 included a $70 million impairment
Full-year 2026 Adjusted EBITDA outlook raised to $587 million-$617 million from $580 million-$610 million
Full-year 2026 diluted EPS outlook lowered to $0.29-$0.44 from $0.31-$0.46; $0.25 Q2 dividend payable July 15, 2026
The Ensign Group reported first-quarter 2026 results with GAAP diluted EPS of $1.67, up from $1.37 a year earlier, and revenue of $1.39 billion, up 18.4%. The company raised its 2026 earnings guidance to $7.48 to $7.62 per diluted share and its revenue guidance to $5.81 billion to $5.86 billion, citing the quarter's strength and recent acquisitions, which points to higher expected profit and sales for shareholders.
GAAP diluted EPS was $1.67 versus $1.37 in Q1 2025; adjusted diluted EPS was $1.85, up 21.7%
GAAP net income was $99.7 million, up 24.2%; consolidated revenue was $1.39 billion, up 18.4%
2026 diluted EPS guidance raised to $7.48 to $7.62 from $7.41 to $7.61; revenue guidance raised to $5.81 billion to $5.86 billion from $5.77 billion to $5.84 billion
Cash on hand was $539.5 million at March 31, 2026, with $591.6 million of available line-of-credit capacity
Bio-Rad reported first-quarter 2026 net sales of $592.1 million, up 1.1% from a year earlier, but a $738.2 million loss from the change in fair market value of its equity securities and loan receivable led to a GAAP net loss of $527.1 million, or $19.55 per diluted share. The company also lowered its full-year 2026 non-GAAP outlook, which matters to shareholders because the currency-neutral revenue range and operating margin range both moved down.
Q1 2026 net sales were $592.1 million, up 1.1%; currency-neutral sales fell 4.2%.
GAAP net loss was $527.1 million, or $19.55 per diluted share, versus net income of $64.0 million, or $2.29, in Q1 2025.
Non-GAAP diluted earnings per share were $1.89, versus $2.54 a year earlier; free cash flow was $78.1 million.
2026 outlook: currency-neutral revenue now a decline of about 3.0% to growth of about 0.5%, versus prior growth of 0.5% to 1.5%; non-GAAP operating margin now about 10.0% to 12.0%, versus prior 12.0% to 12.5%.
SM Energy completed the sale of about 61,000 net acres in Webb County, Texas, to Caturus Energy on April 30, 2026, for a cash purchase price of $950 million, with net cash proceeds of about $900 million after preliminary adjustments. The company plans to use the proceeds to redeem in full $819 million of its 2026 senior notes at par, which it says advances its $1.0 billion-plus divestiture target and its goal of strengthening the balance sheet.
Sale of about 61,000 net acres in Webb County, Texas, to Caturus Energy closed April 30, 2026, under a purchase agreement signed February 17, 2026.
Net cash proceeds of about $900 million; the final purchase price remains subject to customary post-closing adjustments.
Planned full redemption at par of $819 million of 2026 senior notes: $419 million of 6.75% notes (June 1, 2026) and $400 million of 5.0% notes (May 11, 2026).
Lender commitments of $2.5 billion and a borrowing base of $5.0 billion were reaffirmed after the sale.
Floor & Decor reported first-quarter fiscal 2026 net sales of $1.15 billion, down 0.7%, with diluted EPS of $0.37 versus $0.45 a year earlier, and comparable store sales fell 3.7%. The company also issued fiscal 2026 guidance of diluted EPS of approximately $1.83 to $2.08 and announced a share repurchase program of up to $400 million, approved by its board on April 23, 2026.
Net sales of $1,152.3 million, down 0.7% from $1,160.7 million; comparable store sales down 3.7%
Diluted EPS of $0.37, down 17.8% from $0.45; net income of $39.7 million, down 18.8%
Fiscal 2026 outlook: diluted EPS of approximately $1.83 to $2.08 and comparable store sales of approximately (4.0)% to flat
$400 million share repurchase program approved April 23, 2026, with no expiration date and no obligation to repurchase
Casella Waste Systems reported first-quarter 2026 revenue of $457.3 million, up 9.6% from a year earlier, and adjusted EBITDA of $97.1 million, up 12.3%, while its net loss widened to $5.5 million from $4.8 million. The company raised its fiscal 2026 guidance for revenue, adjusted EBITDA and adjusted free cash flow, citing acquisitions, but lowered its net income estimate to $4 million to $10 million from $16 million to $22 million.
Q1 2026 revenue was $457.3 million, up $40.2 million from the same period in 2025; net loss was $5.5 million versus $4.8 million a year earlier.
Adjusted EBITDA was $97.1 million, up 12.3%; adjusted free cash flow was $30.7 million, up $1.6 million.
Fiscal 2026 revenue guidance was raised to $2.060 billion to $2.080 billion; adjusted EBITDA guidance was raised to $473 million to $483 million.
Fiscal 2026 net income guidance was lowered to $4 million to $10 million from $16 million to $22 million.
Clorox reported third-quarter fiscal 2026 results for the quarter ended March 31, 2026, with net sales flat at $1.67 billion and adjusted EPS up 13% to $1.64. The company lowered its full-year outlook, now expecting adjusted EPS of $5.45 to $5.65 versus a prior range of $5.95 to $6.30, and gross margin down 250 to 300 basis points, which weighs on shareholder value expectations for the year.
Q3 net sales were $1.67 billion, flat year over year; organic sales decreased 1%; gross margin fell 140 basis points to 43.2%.
Q3 adjusted EPS rose 13% to $1.64; diluted EPS rose 3% to $1.54.
Full-year fiscal 2026 adjusted EPS outlook is $5.45 to $5.65, a decline of 27% to 29%, versus a prior range of $5.95 to $6.30; net sales are now expected to fall about 6%.
The GOJO Industries acquisition closed April 1, 2026; an inventory draw-down tied to the ERP transition is expected to reduce fiscal 2026 EPS by about 90 cents.
Allegiant reported first-quarter 2026 total operating revenue of $732.4 million, up 4.8% from a year earlier, and GAAP diluted earnings of $2.30 per share versus $1.73. The company guided second-quarter adjusted EPS to a loss of $1.00 to $0.00, excluding the planned Sun Country acquisition, and disclosed two credit facilities that together allow borrowing of up to $291 million. Shareholders see higher first-quarter profit alongside a weaker second-quarter outlook and more debt.
Q1 2026 revenue $732.4 million, up 4.8% year over year; GAAP diluted EPS $2.30 vs. $1.73; adjusted airline-only diluted EPS $3.77, up 78.7%
Q2 2026 guidance: adjusted EPS of ($1.00) to $0.00 and adjusted operating margin of 0.0% to 2.0%, stand-alone basis
Credit facilities signed April 27 ($115 million, fully drawn) and April 28 ($176 million, first advance of $44.0 million expected in early May 2026)
Sun Country acquisition could close as early as mid-May, per CEO Gregory Anderson
Corcept reported first quarter 2026 revenue of $164.9 million, up from $157.2 million a year earlier, but swung to a net loss of $31.8 million from net income of $20.5 million, as operating expenses rose to $214.5 million from $153.8 million. The company raised its 2026 revenue guidance to $950 million to $1,050 million and said it expects to return to profitability in the second quarter of 2026.
Revenue was $164.9 million versus $157.2 million in Q1 2025; diluted net loss per share was $0.30 versus diluted earnings of $0.17.
Operating expenses were $214.5 million versus $153.8 million, driven by spending to prepare for the Lifyorli launch and growth initiatives in the Cushing's syndrome business.
2026 revenue guidance was increased to $950 million to $1,050 million.
Cash and investments were $515.4 million at March 31, 2026, down from $532.4 million at December 31, 2025.
LPL Financial reported first quarter 2026 net income of $356 million, or $4.43 per diluted share, up from $4.24 a year earlier, and adjusted EPS of $5.60. The company also lowered the upper end of its 2026 Core G&A outlook by $20 million and reduced its estimated Commonwealth run-rate EBITDA, which shareholders may weigh against the stronger quarter.
Net income was $356 million, with diluted EPS of $4.43 versus $4.24 in Q1 2025; adjusted EPS was $5.60, up 9% year over year
Total revenue was $4.94 billion, flat from the prior quarter and up 35% from a year ago
2026 Core G&A outlook upper end lowered by $20 million to a range of $2,155-2,190 million
Estimated Commonwealth run-rate EBITDA decreased from $425 million to $410 million; conversion on track for Q4 2026
ResMed said CFO Brett Sandercock will retire, with Aaron Bloomer, formerly CFO of Exact Sciences, taking over as Chief Financial Officer, Principal Financial Officer and Principal Accounting Officer effective May 4, 2026. The company said the retirement was not the result of any disagreement on operations, policies or practices, and it reiterated its fiscal 2026 outlook alongside the announcement.
Sandercock serves as CFO until May 4, 2026, then as Special Advisor to Chairman and CEO Mick Farrell through December 31, 2026, and in a consulting role through December 31, 2027.
Bloomer, age 40, receives a $725,000 base salary, a $150,000 sign-on bonus and a $3,300,000 long-term performance equity grant when he joins.
Bloomer is also eligible for a $3,300,000 equity grant in November 2026 for fiscal year 2027.
ResMed reiterated fiscal 2026 outlook, including gross margin of 62-63%.
Five9 reported first quarter 2026 revenue of $305.3 million, up 9% from $279.7 million a year earlier, with GAAP net income of $18.4 million ($0.21 per diluted share) versus $0.6 million ($0.01) in the prior-year quarter. The company also announced a $90 million accelerated share repurchase to finish its $150 million program and authorized a new $200 million buyback, and it gave second-quarter and full-year 2026 guidance.
Q1 2026 revenue $305.3 million, up 9%; Q1 subscription revenue grew 13% year over year.
GAAP net income $18.4 million, or $0.21 per diluted share, versus $0.01 in Q1 2025; non-GAAP net income $58.6 million, or $0.76 per diluted share.
Q2 2026 revenue guidance $303.0 to $309.0 million; Q2 GAAP net loss per share guided at $(0.09) to $0.00.
Board authorized a new share repurchase program of up to $200 million of common stock.
Illumina reported first-quarter 2026 revenue of $1.09 billion, up 4.8% from a year earlier, and non-GAAP diluted EPS of $1.15 versus $0.97. The company raised its fiscal 2026 non-GAAP EPS guidance and its board authorized a new $1.5 billion share repurchase program, which adds to remaining capacity under the 2024 program.
Q1 2026 revenue $1.09 billion, up 4.8% from Q1 2025; GAAP diluted EPS $0.87 versus $0.82
Non-GAAP diluted EPS $1.15 versus $0.97 in Q1 2025; GAAP net income $134 million versus $131 million
FY2026 non-GAAP diluted EPS guidance raised to $5.15-$5.30 from $5.05-$5.20; revenue guidance raised $20 million at the midpoint to $4.52-$4.62 billion
Board authorized up to $1.5 billion in new buybacks on April 28, 2026; about $314 million remained under the August 2024 program as of April 29, 2026
Twilio reported first quarter 2026 revenue of $1.41 billion, up 20% year-over-year, and GAAP diluted earnings per share of $0.57 versus $0.12 a year earlier. The company raised its full-year 2026 non-GAAP income from operations range and free cash flow range to $1.08 billion to $1.10 billion each, from $1.04 billion to $1.06 billion, which lifts the outlook for shareholders. Operating cash flow and free cash flow for the quarter were lower than a year earlier.
Q1 revenue of $1.41 billion, up 20% reported and 16% organic; non-GAAP diluted EPS of $1.50 versus $1.14
FY2026 non-GAAP income from operations raised to $1.08 billion to $1.10 billion, from $1.04 billion to $1.06 billion
Q1 free cash flow of $132.3 million versus $178.3 million a year earlier; $253.4 million of shares repurchased in Q1
Q2 2026 revenue guidance of $1.420 billion to $1.430 billion and non-GAAP diluted EPS guidance of $1.27 to $1.32
Universal Display reported first quarter 2026 total revenue of $142.2 million, down from $166.3 million a year earlier, and net income of $35.9 million, or $0.76 per diluted share, down from $64.4 million, or $1.35 per diluted share. The company lowered its 2026 revenue guidance to $630 million to $670 million from $650 million to $700 million, and its board authorized an additional $400 million share repurchase program.
Q1 2026 total revenue was $142.2 million versus $166.3 million in Q1 2025; royalty and license fees fell to $54.2 million from $73.6 million.
Operating income was $42.8 million versus $69.7 million a year earlier.
2026 revenue guidance was revised to $630 million to $670 million, down from $650 million to $700 million.
Board authorized up to $400 million in new buybacks on April 28, 2026, and declared a $0.50 per share dividend payable June 30, 2026.
Ryan Specialty reported first quarter 2026 results for the period ended March 31, 2026. Total revenue rose 15.2% to $795.2 million and net income was $40.6 million, compared with a loss of $4.4 million a year earlier, but operating income fell 5.6% to $94.6 million. The company also updated its 2026 outlook to mid-single-digit organic revenue growth and an Adjusted EBITDAC margin 100 to 150 basis points lower than in 2025, and declared a $0.13 quarterly dividend.
Total revenue grew 15.2% year-over-year to $795.2 million; organic revenue growth was 11.8%, compared with 12.9% a year earlier.
Net income was $40.6 million, or $0.13 per diluted share, versus a loss of $(0.22) per share a year earlier; Adjusted diluted EPS rose 20.5% to $0.47.
2026 guidance: organic revenue growth in the mid-single digits and an Adjusted EBITDAC margin down 100 to 150 basis points versus the prior year.
Quarterly dividend of $0.13 per Class A share declared April 30, 2026, payable May 26, 2026, to holders of record as of May 12, 2026.
Sandisk reported fiscal third-quarter revenue of $5.95 billion, up 97% from the prior quarter and above its guidance range, with GAAP diluted net income per share of $23.03 versus $5.15 in the second quarter. The company guided fiscal fourth-quarter revenue to $7.75 billion to $8.25 billion and non-GAAP diluted EPS to $30.00 to $33.00, and its board approved a $6 billion share repurchase program that the company expects to fund from operating cash flows.
Q3 revenue of $5.95 billion, up 97% sequentially; Datacenter revenue of $1.47 billion, up 233%
GAAP diluted EPS of $23.03 (non-GAAP $23.41) for the quarter ended April 3, 2026, versus $5.15 in the prior quarter
Q4 fiscal 2026 guidance: revenue of $7.75 billion to $8.25 billion; non-GAAP diluted EPS of $30.00 to $33.00
Board approved a $6 billion share repurchase program; the company may suspend or discontinue it at any time
Western Digital reported fiscal third-quarter 2026 revenue of $3.34 billion, up 45% from a year earlier, with GAAP diluted EPS of $8.20 versus $2.11. GAAP results include a $2.7 billion gain on its retained Sandisk interest, while non-GAAP diluted EPS was $2.72, up 97%. The company also guided fiscal fourth-quarter revenue to $3.65 billion, plus or minus $100 million, and raised its quarterly dividend 20% to $0.15 per share.
Q3 FY26 revenue $3.34 billion, up 45% year over year; GAAP gross margin 50.2%, non-GAAP 50.5%
GAAP diluted EPS $8.20 vs $2.11 a year earlier; non-GAAP diluted EPS $2.72 vs $1.38
SPX Technologies reported first-quarter 2026 revenue of $566.8 million, up 17.4%, and diluted GAAP EPS of $1.27, up 15.5%, with adjusted EPS of $1.69, up 22.5%. The company raised its full-year 2026 guidance for revenue, adjusted EBITDA and adjusted EPS, and total debt rose to $674.0 million from $501.6 at year-end 2025.
Q1 2026 revenue $566.8 million, up 17.4% (7.4% organic); GAAP EPS $1.27, up 15.5%; adjusted EPS $1.69, up 22.5%
2026 adjusted EPS guidance raised to $7.75 to $8.15 from $7.60 to $8.00
2026 adjusted EBITDA guidance raised to $600 million to $625 million from $590 million to $620 million; revenue guidance raised to $2.575 billion to $2.645 billion
Total debt $674.0 million and total cash $158.3 million at March 28, 2026, versus $501.6 million and $366.0 million at December 31, 2025
Healthcare Realty Trust reported first quarter 2026 results on April 30, 2026. Normalized FFO was $0.41 per diluted share, up from $0.39 a year earlier, and the GAAP net loss narrowed to $56 thousand, or $(0.00) per share, from $44.9 million, or $(0.13) per share. Total revenues fell to $279.0 million from $299.0 million, and the company raised its 2026 Normalized FFO guidance to $1.59 to $1.65 per share.
Normalized FFO of $0.41 per diluted share, versus $0.39 in the first quarter of 2025; NAREIT FFO was $0.35 per share in both periods
GAAP net loss of $56 thousand, or $(0.00) per share, versus a net loss of $44.9 million, or $(0.13) per share, a year earlier
Total revenues of $279.0 million, versus $299.0 million in the first quarter of 2025
2026 Normalized FFO guidance raised to $1.59 to $1.65 per share from $1.58 to $1.64; quarterly dividend of $0.24 per share payable May 22, 2026
Tanger reported first-quarter 2026 diluted net income of $0.24 per share, up from $0.17, and FFO of $0.59 per share, up from $0.53, with prior-year results including a $0.04 per share impairment charge. The company raised its full-year 2026 diluted FFO per share estimate to $2.42 to $2.50 from $2.41 to $2.49 and lifted the net income per share range to $1.05 to $1.13, and its board approved a 6.8% dividend increase to $1.25 per share annualized.
Q1 2026 net income available to common shareholders was $28.1 million, or $0.24 per share, versus $19.0 million, or $0.17 per share, a year earlier.
Q1 2026 FFO available to common shareholders was $70.4 million, or $0.59 per share, versus $62.7 million, or $0.53 per share.
2026 diluted FFO per share guidance is $2.42 to $2.50, up from $2.41 to $2.49; diluted net income per share guidance is $1.05 to $1.13, up from $1.04 to $1.12.
Board approved a 6.8% dividend increase to $1.25 per share annualized; quarterly dividend of $0.3125 is payable May 15, 2026.
DiamondRock Hospitality reported first-quarter 2026 results on April 30, 2026, with net income attributable to common stockholders up 54.3% to $14.5 million and total revenues up 1.3% to $258.2 million. The company raised the midpoint of its full-year 2026 guidance, citing better-than-expected first-quarter results and a more favorable insurance renewal, while keeping a measured outlook given geopolitical events and macroeconomic uncertainty. For shareholders, the higher earnings and raised outlook point to improved profitability, though the guidance excludes any dispositions, acquisitions or share repurchases.
Net income attributable to common stockholders was $14.5 million, or $0.07 per diluted share, up 54.3% and 75.0% from the first quarter of 2025.
Full-year 2026 Adjusted EBITDA guidance is now $296 million to $308 million, up from $287 million to $302 million.
Adjusted FFO per diluted share for the quarter was $0.22, up 15.8%; 2026 Adjusted FFO per share guidance is now $1.12 to $1.18.
On April 28, 2026, the board approved a new $300 million share repurchase program; no shares have been repurchased under it yet.
Cohu reported first quarter 2026 net sales of $125.1 million, up from $96.8 million a year earlier, and a GAAP net loss of $12.1 million, or $0.26 per share, compared with a $30.8 million loss a year earlier. The company raised its FY26 high-performance computing revenue outlook to approximately $80-100 million and guided second quarter 2026 sales to $144 million, plus or minus $7 million.
Q1 2026 net sales $125.1 million vs. $96.8 million in Q1 2025; Q4 2025 was $122.2 million
GAAP net loss $12.1 million ($0.26 per share) vs. $30.8 million ($0.66 per share) in Q1 2025; non-GAAP net income $0.6 million ($0.01 per share)
FY26 high-performance computing revenue outlook raised to approximately $80-100 million
Q2 2026 sales expected at $144 million +/- $7 million; cash and investments $488.7 million at quarter end
Columbia Sportswear reported first quarter 2026 net sales of $779.0 million, roughly flat year over year and down 3 percent on a constant-currency basis, while operating income fell 10 percent to $42.0 million and diluted earnings per share were $0.65 versus $0.75. The company raised its full-year 2026 diluted EPS guidance to $3.55 to $4.00 from $3.20 to $3.65, citing in part a temporary improvement in U.S. tariff rates, but it expects a loss per share in the second quarter.
Q1 2026 net sales were $779.0 million versus $778.5 million a year earlier; U.S. net sales fell 10 percent to $422.5 million
Full-year 2026 net sales guidance was unchanged at $3.43 to $3.50 billion, while diluted EPS guidance was raised to $3.55 to $4.00 from $3.20 to $3.65
Second-quarter 2026 diluted loss per share is expected to be $0.37 to $0.46, compared with a $0.19 loss in the second quarter of 2025
Board declared a $0.30 quarterly dividend payable June 4, 2026 to shareholders of record May 21, 2026; the company repurchased $150.0 million of stock in Q1
Zeta Global reported first-quarter 2026 revenue of $396 million, up 50% from a year earlier, and raised its full-year 2026 revenue guidance by $30 million at the midpoint. The net loss narrowed to $13.2 million from $21.6 million, although adjusted EBITDA margin slipped to 16.7% from 17.7%. For shareholders, the results and higher outlook show faster revenue growth, though the company still reported a net loss for the quarter.
Q1 2026 revenue of $396 million, up 50% year over year, exceeded the guidance midpoint by $26 million.
Net loss narrowed to $13.2 million from $21.6 million in Q1 2025.
Adjusted EBITDA rose to $66.1 million from $46.7 million; adjusted EBITDA margin was 16.7% versus 17.7%.
Full-year 2026 revenue guidance raised to $1,779 million to $1,792 million, up $30 million at the midpoint from $1,755 million; Q2 revenue guidance is $419 million to $422 million.
Dexcom reported first-quarter 2026 revenue of $1.192 billion, up 15% from a year earlier, and GAAP net income of $199.5 million, or $0.51 per diluted share, versus $105.4 million, or $0.27, in the first quarter of 2025. The company raised its fiscal 2026 guidance for Non-GAAP Operating Margin and Adjusted EBITDA Margin and reiterated its revenue guidance of $5.16 billion to $5.25 billion.
Revenue grew 15% year-over-year to $1.192 billion; organic revenue grew 12% to $1.165 billion.
GAAP operating income was $255.3 million, or 21.4% of revenue, up from $133.7 million, or 12.9%, a year earlier.
Fiscal 2026 guidance raised for Non-GAAP Operating Margin (approximately 23% to 23.5%) and Adjusted EBITDA Margin (approximately 31% to 31.5%); revenue guidance reiterated at $5.16 billion to $5.25 billion.
Cash, cash equivalents and marketable securities totaled $2.42 billion as of March 31, 2026.
Roku reported first-quarter 2026 results on April 30, 2026, with total net revenue of $1.25 billion, up 22% year over year, and net income of $86 million, compared with a net loss of $27 million a year earlier. The company said it is raising its full-year 2026 outlook, now expecting total net revenue of $5.5 billion and Adjusted EBITDA of $675 million.
Q1 2026 total net revenue was $1.25 billion, up 22% YoY; Platform revenue was $1.13 billion, up 28%
Net income was $86 million in Q1 2026, versus a net loss of $27 million in Q1 2025; Adjusted EBITDA was $148 million, up 165% YoY
Q2 2026 outlook: total net revenue of $1.3 billion and Adjusted EBITDA of $170 million; full-year 2026 total net revenue of $5.5 billion and Adjusted EBITDA of $675 million
Devices revenue fell 16% YoY to $118 million; the company disclosed $100 million of Q1 share repurchases
Alignment Healthcare reported first-quarter 2026 total revenue of $1,235.2 million, up 33.3% year-over-year, and net income of $11.4 million, compared with a net loss of $9.4 million a year earlier. The company also raised the midpoint of its membership, revenue, adjusted gross profit and adjusted EBITDA guidance for 2026, which shows a higher outlook alongside the profit improvement.
Total revenue was $1,235.2 million for the quarter ended March 31, 2026, up 33.3% from the prior-year quarter.
Net income was $11.4 million, versus a $9.4 million net loss in Q1 2025; diluted EPS was $0.05.
Adjusted EBITDA was $37.9 million, up 87.6% year-over-year; health plan membership was about 284,800, up 30.9%.
Full-year 2026 revenue guidance is $5.16 billion to $5.205 billion, and adjusted EBITDA guidance is $138 million to $163 million.
Kirby reported first-quarter 2026 net earnings attributable to Kirby of $81.2 million, or $1.50 per diluted share, up from $76.0 million, or $1.33 per share, a year earlier, on revenue of $844.1 million compared with $785.7 million. The company raised its full-year 2026 earnings per share growth guidance to 5% to 15%, up from 0% to 12%, citing improved marine market conditions and power generation demand.
Q1 2026 diluted EPS $1.50 vs. $1.33; net earnings attributable to Kirby $81.2 million vs. $76.0 million
Total revenues $844.1 million vs. $785.7 million; EBITDA (non-GAAP) $183.1 million vs. $174.3 million
2026 EPS growth guidance raised to 5% to 15% from 0% to 12%; distribution and services operating margin was 6.7% vs. 7.3%
Q1 share repurchases of $52.7 million at an average price of $123.18; stockholders elected three Class I directors on April 27, 2026
AMETEK reported first quarter 2026 sales of $1.93 billion, up 11% from a year earlier, and GAAP diluted earnings of $1.74 per share, up from $1.52. The company raised its full-year 2026 adjusted earnings per share guidance to $7.94 to $8.14, from $7.87 to $8.07, and said it agreed to acquire First Aviation Services, which has annual sales of about $80 million. The guidance increase is positive for shareholders, while the acquisition remains subject to customary closing conditions and regulatory approvals.
Q1 2026 sales were $1.93 billion, up 11%; GAAP diluted EPS was $1.74 versus $1.52 in Q1 2025
Adjusted diluted EPS was $1.97, up 13% from $1.75 in Q1 2025
Full-year 2026 adjusted EPS guidance raised to $7.94 to $8.14 from $7.87 to $8.07; Q2 2026 adjusted EPS guided to $1.96 to $2.00
Agreement to acquire First Aviation Services, with annual sales of approximately $80 million, subject to regulatory approvals
Trinity Industries reported first-quarter 2026 diluted EPS from continuing operations of $0.32, up from $0.29 a year earlier, while revenue fell to $492 million from $585.4 million. The company raised its full-year 2026 EPS guidance to $2.20-$2.40 from $1.85-$2.10, citing higher expected gains on railcar sales, including about $130 million of non-cash pre-tax gain expected in the second quarter from the Napier Park partnership restructuring.
Q1 2026 diluted EPS from continuing operations was $0.32 versus $0.29 in Q1 2025; revenue was $492 million versus $585.4 million.
Full-year 2026 EPS guidance raised to $2.20-$2.40 from $1.85-$2.10, a 16% increase at the midpoint.
Expected non-cash pre-tax gain of about $130 million in Q2 2026 from the Napier Park railcar partnership transaction, closed April 9, 2026.
Series 2026-1 Green Secured Railcar Equipment Notes of $481 million issued April 17, 2026 at a 5.36% all-in interest rate.
TriMas reported first quarter 2026 net sales of $168.3 million, up 10.4%, and a loss from continuing operations of $51.8 million, or $1.38 per diluted share, versus income of $1.9 million a year earlier. The loss was driven mainly by a $53.9 million non-cash tax impact tied to the March 16, 2026 sale of TriMas Aerospace, while adjusted diluted EPS from continuing operations rose to $0.24 from $0.15. The company reaffirmed its 2026 sales and margin outlook and issued full-year adjusted diluted EPS guidance of $1.50 to $1.70.
Net sales were $168.3 million, up 10.4% from $152.5 million, with organic growth of 7.3%.
GAAP loss from continuing operations was $51.8 million, or $1.38 per diluted share, including a $53.9 million non-cash tax impact from the TriMas Aerospace divestiture.
Adjusted diluted EPS from continuing operations was $0.24, compared with $0.15 in the prior year period.
Full-year 2026 adjusted diluted EPS guidance is $1.50 to $1.70; sales growth of 3% to 6% was reaffirmed.
Dream Finders Homes reported first quarter 2026 results for the three months ended March 31, 2026. Net income attributable to the company fell to $13 million, or $0.11 per basic share, from $55 million, or $0.55 per basic share, a year earlier, while net sales rose 19% to a record 2,408 and homebuilding revenues fell 14% to $837 million. The company reiterated its full-year 2026 guidance of approximately 9,250 home closings.
Net income attributable to DFH was $13 million, or $0.11 per basic share, versus $55 million, or $0.55, in Q1 2025.
Homebuilding revenues were $837 million, down 14%, and homebuilding gross margin was 14.5% versus 19.2%.
Net sales were 2,408, up 19%, and the cancellation rate improved to 7.5% from 11.7%.
The company reiterated its 2026 guidance of approximately 9,250 home closings.
Illinois Tool Works reported first-quarter 2026 revenue of $4.02 billion, up 4.6%, and GAAP earnings per share of $2.66, up 12%. The company raised its full-year 2026 GAAP EPS guidance by $0.10 to a range of $11.10 to $11.50, so shareholders get higher profit expectations, though organic revenue growth was only 0.4% and foreign currency added 3.9 points.
Q1 revenue $4.02 billion, up 4.6%; organic growth 0.4%, with foreign currency adding 3.9 points
Q1 GAAP EPS $2.66 versus $2.38 diluted a year earlier; operating margin 25.4%, up 60 basis points
Full-year 2026 GAAP EPS guidance raised by $0.10 to $11.10-$11.50; revenue growth of 2%-4% projected
Q1 share repurchases of $375 million; about $1.5 billion of buybacks expected in 2026
NNN REIT reported first quarter 2026 results on April 30, 2026, with revenue of $240.4 million, up from $230.9 million a year earlier, while net earnings fell to $94.0 million from $96.5 million. The company raised its 2026 AFFO and Core FFO per share guidance by one cent at each end of the range.
Revenue of $240.4 million vs. $230.9 million in Q1 2025; net earnings of $94.0 million vs. $96.5 million.
Diluted EPS of $0.50 vs. $0.51; AFFO per diluted share of $0.87, unchanged year over year.
2026 AFFO per share guidance raised to $3.53 to $3.59 from $3.52 to $3.58; Core FFO per share guidance raised to $3.48 to $3.54 from $3.47 to $3.53.
Portfolio occupancy was 98.6% at March 31, 2026, up from 97.7% a year earlier.
National Fuel Gas reported second-quarter fiscal 2026 adjusted EPS of $2.71, up 13% from $2.39 a year earlier, with higher realized natural gas prices driving the Integrated Upstream and Gathering segment. The company also lowered its fiscal 2026 adjusted EPS guidance to $7.45 to $7.75 from $7.60 to $8.10, citing a lower natural gas price assumption and weather-related production delays, which matters to shareholders because the guidance midpoint falls to $7.60 from $7.85.
Second-quarter GAAP EPS was $2.59 on earnings of $247.7 million, compared with $2.37 on $216.4 million a year earlier.
Fiscal 2026 adjusted EPS guidance is now $7.45 to $7.75, down from $7.60 to $8.10 previously.
The NYMEX natural gas price assumption for the remaining six months of fiscal 2026 was cut by $0.75 to $3.00 per MMBtu.
The CenterPoint Energy Ohio natural gas utility acquisition is still expected to close in the fourth quarter of calendar 2026.
Halozyme appointed Darren Snellgrove, currently Vice President, Investor Relations at Johnson & Johnson, as Chief Financial Officer effective June 8, 2026. Interim CFO David Ramsay will move to an advisory role during a brief transition period. The filing discloses a $670,000 base salary, a bonus target of 50% of salary, and new-hire equity awards with a total grant date value of $7.2 million.
Start date is June 8, 2026; he will report to President and CEO Helen Torley.
Base salary of $670,000 and a bonus target of 50% of base salary, prorated in 2026.
New-hire equity totals $7.2 million: $3.2 million in RSUs and $4.0 million in stock options, plus a $350,000 sign-on cash bonus.
Previously CFO of Johnson & Johnson's Pharmaceutical sector from August 2021 to May 2025.
Alnylam reported first-quarter 2026 total revenues of $1.17 billion, up 96% from $594 million a year earlier, with AMVUTTRA driving most of the growth. GAAP net income was $206 million, or $1.51 per diluted share, compared with a net loss of $18 million a year earlier. The company reiterated, rather than changed, its full-year 2026 guidance for total net product revenues of $4.9 billion to $5.3 billion.
Total revenues of $1.17 billion in Q1 2026, up 96% from $594 million in Q1 2025.
GAAP net income of $206 million, or $1.51 per diluted share, versus a net loss of $18 million, or $0.14 per share, a year earlier.
Total net product revenues of $1.04 billion, up 121%; AMVUTTRA contributed $890 million.
Full-year 2026 total net product revenues guidance of $4.9 billion to $5.3 billion was reiterated.
Hubbell reported first-quarter 2026 net sales of $1.5 billion, up 11% from a year earlier, and GAAP diluted EPS of $3.41, up 13% from $3.03. The company raised its full-year 2026 diluted EPS range to $17.45 to $18.00 and its adjusted diluted EPS range to $19.30 to $19.85, which matters to shareholders because it lifts the company's expected earnings for the year.
Q1 2026 net sales were $1,516.7 million, up from $1,365.2 million; organic sales grew 8.2%.
Q1 2026 GAAP diluted EPS was $3.41 versus $3.03; adjusted diluted EPS was $3.93 versus $3.38, up 16%.
Q1 2026 operating income was $263.8 million versus $230.4 million, and the operating margin was 17.4%.
Full-year 2026 GAAP diluted EPS guidance was raised to $17.45 to $18.00; adjusted diluted EPS guidance is $19.30 to $19.85.
Integer Holdings Corporation reported first quarter 2026 sales up 0.5% to $440 million, while adjusted EPS fell 8% to $1.20. The Board also began a strategic review to maximize stockholder value, which may include a sale, merger, or business combination, with no set timeline and no assurance of a transaction. The company updated its 2026 outlook, with adjusted EPS now expected at $5.83 to $6.40, a change of (9)% to 0% from the prior year.
Q1 2026 sales rose 0.5% to $440 million, with organic growth of 1.3%; GAAP income from continuing operations was $17 million, versus a loss of $22 million a year earlier.
Q1 2026 adjusted EPS fell $0.11 to $1.20, and adjusted operating income fell 14% to $61 million.
2026 outlook: adjusted EPS of $5.83 to $6.40 and adjusted operating income of $285 million to $305 million; management said it was prudent to further risk adjust the outlook.
Total debt rose $66 million to $1.252 billion since the end of 2025; leverage ratio was 3.2 times adjusted EBITDA as of April 3, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.