1,219 material Form 8-K filings that 987 companies we cover made with the SEC in April 2026, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). All of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
Ares Management reported first quarter 2026 results on May 1, 2026, with GAAP net income attributable to the company of $142.6 million, or $0.46 per share, compared with $47.2 million in the year-earlier quarter. Its after-tax realized income rose 19% to $452.4 million, or $1.24 per share, and fee related earnings rose 26% to $464.4 million, while the company also declared a $1.35 quarterly dividend per Class A share.
GAAP net income attributable to Ares Management was $142.6 million, or $0.46 per share, for the quarter ended March 31, 2026, versus $47.2 million in Q1 2025.
After-tax realized income was $452.4 million, up 19% year over year, or $1.24 per Class A share, up from $1.09.
Fee related earnings were $464.4 million, up 26% year over year.
Quarterly dividend of $1.35 per Class A share is payable June 30, 2026 to holders of record as of June 16, 2026.
Alliant Energy reported first quarter 2026 GAAP earnings of $0.87 per share, up from $0.83 a year earlier, while ongoing EPS was $0.82 versus $0.83. The company reaffirmed its 2026 ongoing EPS guidance of $3.36 to $3.46 per share and said it signed an electric service agreement in Iowa for about 370 megawatts of data center demand. For shareholders, GAAP results improved and guidance held, but the ongoing measure the company emphasizes edged down by one cent.
GAAP EPS was $0.87 in Q1 2026 versus $0.83 in Q1 2025; ongoing EPS was $0.82 versus $0.83.
Net income attributable to common shareowners was $224 million, up from $213 million; total revenues were $1,184 million, up from $1,128 million.
2026 ongoing EPS guidance of $3.36 to $3.46 per share was reaffirmed.
Total contracted data center demand is now about 3.4 GW after the new Iowa agreement.
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.
Federated Hermes reported first quarter 2026 revenue of $479.0 million, up 13% from a year earlier, and diluted EPS of $1.27 versus $1.25. Net income fell 5% to $96.4 million, and the company said Q1 2025 included a $12.9 million VAT refund benefit. Record managed assets of $907.1 billion and a declared dividend of $0.38 per share were also reported.
Q1 2026 diluted EPS $1.27 vs. $1.25 in Q1 2025; net income $96.4 million vs. $101.1 million
Q1 2025 results included a $12.9 million decrease in other operating expense, or $0.15 per diluted share, from a U.K. VAT refund
Total managed assets reached a record $907.1 billion at March 31, 2026, up 8% year over year
Board declared a $0.38 per share dividend payable May 15, 2026 to holders of record May 8, 2026; company bought back 1,191,300 Class B shares for $66.0 million in Q1 2026
On April 30, 2026, Intel issued $6.5 billion of senior notes in five tranches maturing between 2031 and 2066, with net proceeds of approximately $6.47 billion before expenses. The debt was sold under an underwriting agreement dated April 27, 2026, and adds to Intel's long-term borrowings, which shareholders will need to service over time.
Five tranches: $1.0 billion of 4.650% notes due 2031, $1.0 billion of 5.000% notes due 2033, $2.25 billion of 5.300% notes due 2036, $1.75 billion of 6.125% notes due 2056, and $500 million of 6.200% notes due 2066
Approximate net proceeds of $6.47 billion, before expenses and after underwriting discounts
Offering registered under a Form S-3 filed January 23, 2026; notes issued under a supplemental indenture with Computershare Trust Company as trustee
Underwriter representatives include Citigroup Global Markets Inc., J.P. Morgan Securities LLC, Barclays Capital Inc., BofA Securities, Inc., and Deutsche Bank Securities Inc.
On April 30, 2026, AT&T closed the sale of five series of Global Notes with total principal of $6.0 billion, maturing from 2033 to 2066 and carrying coupons from 4.750% to 6.300%. The notes were issued under an underwriting agreement dated April 23, 2026, and registered under an existing Form S-3 shelf. The filing adds $6.0 billion of debt obligations for shareholders to consider, but it reports no change to earnings or guidance.
Five tranches: $750 million 4.750% notes due 2033, $1.75 billion 5.250% due 2036, $500 million 5.850% due 2046, $2.0 billion 6.200% due 2056, and $1.0 billion 6.300% due 2066
Underwriting agreement dated April 23, 2026, with BBVA Securities, J.P. Morgan, Mizuho, Santander, SG Americas and SMBC Nikko as representatives
Notes issued under a 2013 indenture with The Bank of New York Mellon Trust Company, N.A., as trustee
Minerals Technologies reported first-quarter 2026 results for the period ended April 5, 2026. Diluted EPS was $1.17, or $1.38 excluding special items, compared with a reported loss of $4.51 per share a year earlier, which included a $215 million litigation provision. Net sales rose 11% to $547 million, and management said it expects sales momentum to continue through the year despite higher global energy costs.
Excluding special items, diluted EPS was $1.38, up from $1.14 in the first quarter of 2025, a 21% increase
Net sales were $546.9 million, up 11% from $491.8 million a year earlier and 5% from $519.5 million in the fourth quarter of 2025
Free cash flow was $9.0 million, compared with $31.9 million in the fourth quarter of 2025 and negative $22.7 million a year earlier
Dividend declared was $0.12 per share; conference call is scheduled for May 1, 2026 at 11 a.m. Eastern Time
Sonoma Pharmaceuticals sold shares, pre-funded warrants and warrants in a public offering priced at $1.35 per unit, with the offering closing on April 27 and 28, 2026, including full exercise of the underwriter's over-allotment option. The company expects net proceeds of about $3.5 million, and the filing also discloses warrants that could bring in additional cash, which adds potential share dilution for existing shareholders.
Priced April 24, 2026 at $1.35 per unit; closed April 27 and 28, 2026, with full exercise of the 45-day over-allotment option.
Issued 1,650,716 common shares, 1,312,247 pre-funded warrants and 3,407,404 warrants exercisable at $1.35 per share, expiring on the fifth anniversary of issuance.
Net proceeds expected to be about $3.5 million after a 7.5% underwriting fee, a 1% expense allowance and other offering expenses.
Underwriter warrant for up to 5% of securities sold; the company and its officers and directors agreed to a 90-day restriction on sales, subject to limited exceptions.
Insperity reported first-quarter 2026 results on April 30, 2026. Revenues rose 2% to $1.9 billion, but net income fell 35% to $33 million and diluted EPS fell to $0.88 from $1.35. The company also issued updated 2026 guidance, including full-year adjusted EPS of $1.60 to $2.60, and said it expects its margin recovery to continue throughout 2026.
Q1 revenues rose 2% to $1.9 billion, while gross profit fell 3% to $302 million.
Q1 net income was $33 million versus $51 million a year earlier; adjusted EPS was $1.31 versus $1.57.
Q1 operating expenses included $9 million in restructuring charges tied to a workforce realignment; average paid WSEEs fell 1% to 303,049.
Guidance: Q2 2026 adjusted EPS of $0.02 to $0.50; full-year 2026 adjusted EPS of $1.60 to $2.60 and adjusted EBITDA of $170 million to $230 million.
At its April 28, 2026 annual meeting, Wells Fargo shareholders elected all 12 director nominees and approved an amendment and restatement of the 2022 Long-Term Incentive Plan. They also approved executive pay on an advisory basis and ratified KPMG LLP as the independent auditor for 2026. All six shareholder proposals failed to win majority support, with the highest, a call for an independent chair, receiving 33.90% in favor.
Amended 2022 Long-Term Incentive Plan approved with 95.93% of votes cast for or against (2,337,239,396 for; 99,219,067 against)
Advisory say-on-pay vote approved with 65.53% of votes cast for or against (1,604,792,488 for; 831,262,731 against)
KPMG LLP ratified for 2026 with 93.60% in favor; all six shareholder proposals fell short of majority support
Full text of the amended plan is filed as Exhibit 10(a)
Perrigo completed the sale of its Dermacosmetics branded business to Karo Healthcare on April 30, 2026. Karo paid €305.6 million in upfront cash, including €5.6 million in net working capital adjustments, with up to €27.0 million more contingent on net sales milestones over three years. The company says the net proceeds will be used primarily to reduce debt.
Closed April 30, 2026, with upfront cash of €305.6 million, including €5.6 million in net working capital adjustments
Up to €27.0 million in additional contingent consideration, tied to net sales milestones over three years
Net proceeds expected to be used primarily to reduce debt, according to CEO Patrick Lockwood-Taylor
Business generated about €120 million in net sales in calendar 2025, or about 5% of adjusted operating income
Quaker Houghton reported first-quarter 2026 net sales of $480.5 million, up 8% from a year earlier, and net income attributable to the company of $19.7 million, or $1.13 per diluted share, compared with $0.73 in the first quarter of 2025. Management expects year-over-year revenue and adjusted EBITDA growth in 2026 if end markets do not deteriorate significantly, but says raw material inflation will temporarily weigh on second-quarter gross margins.
Net sales of $480.5 million, up 8%, with organic sales volumes up 3% and acquisitions contributing 4%
Net income of $19.7 million, or $1.13 per diluted share, vs $12.9 million, or $0.73, a year earlier; non-GAAP EPS of $1.63 vs $1.58
Adjusted EBITDA of $72.5 million, up 5%; the company's credit agreement was amended, extending its nearest maturity from June 2027 to April 2031
Global transformation and cost program targets $20 million to $30 million of annualized cost savings by 2028
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.
Spire Inc. completed the sale of Spire Marketing Inc., its gas marketing subsidiary, to Boardwalk Pipelines, LP on April 30, 2026, for $215.0 million in cash, subject to customary post-closing adjustments. The company said the proceeds partly fund its acquisition of the Piedmont Natural Gas Tennessee business and general corporate purposes, and that the sale sharpens its focus on regulated natural gas utilities.
Sale price: $215 million in cash, subject to customary post-closing adjustments
Transaction completed and effective April 30, 2026, following the March 28, 2026 purchase agreement
Spire Marketing employees and clients move to Boardwalk Continuum Marketing, LLC; Pat Strange continues as president
Proceeds used to partially fund the Piedmont Natural Gas Tennessee business acquisition and for general corporate purposes
Fluor's subsidiary FDEE Consulting entered a consulting agreement on April 26, 2026 with Mark E. Fields, the company's former Group President, Strategic Projects. He will provide advisory services for up to six months starting April 27, 2026, at $670 per hour. The filing shows a limited, short-term arrangement with no financial figures beyond the hourly rate.
Consulting agreement dated April 26, 2026, between FDEE Consulting, Inc. and Mark E. Fields
Services at $670 per hour for up to six months, beginning April 27, 2026
Full agreement to be filed as an exhibit to the Form 10-Q for the quarter ended June 30, 2026
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.
At its April 29, 2026 annual meeting, Carlisle Companies stockholders elected Sheryl D. Palmer and Jesse G. Singh as directors, approved on an advisory basis the 2025 executive pay, and ratified Deloitte & Touche LLP as auditor for 2026. Director Jonathan R. Collins resigned, effective after the meeting, after a change in his employment, and the company said the departure was not due to any disagreement with the company. Executive Vice President Scott C. Selbach also retired on April 28, 2026.
Sheryl D. Palmer received 31,348,097 votes for and 3,257,426 against, and Jesse G. Singh received 32,292,836 for and 2,306,055 against.
Advisory vote on 2025 executive compensation: 30,209,063 for and 4,331,231 against.
Deloitte & Touche LLP ratified as independent auditor for 2026 with 37,101,448 votes for and 132,073 against.
Board fixed the number of directors at seven following Collins' resignation; Selbach retired April 28, 2026 after more than 35 years.
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
Mohawk Industries reported first-quarter 2026 net earnings of $117 million, or $1.90 per diluted share, up from $73 million, or $1.15, a year earlier. Net sales rose 8.0% as reported to $2.7 billion but fell 2.6% on an adjusted basis, and the company expects second-quarter adjusted EPS of $2.50 to $2.60, citing the Middle East conflict, higher input costs and one less shipping day.
Q1 2026 net earnings $117 million; diluted EPS $1.90 versus $1.15 in Q1 2025 (net earnings $73 million)
Adjusted EPS $1.90 versus $1.52 a year earlier
Net sales $2.7 billion, up 8.0% as reported but down 2.6% adjusted for constant days and exchange rates
Q2 2026 adjusted EPS guided to $2.50 to $2.60, excluding restructuring or other one-time charges
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
CNO Financial Group reported first quarter 2026 net income of $38 million, or $0.39 per diluted share, up from $21.5 million, or $0.21 per diluted share, a year earlier. Net operating income, a non-GAAP measure, was $101 million, or $1.05 per diluted share, up 33% per share, and total revenues rose to $1,029.6 million from $1,004.1 million. Shareholders also face a lower book value per share of $26.64 at March 31, 2026, compared with $27.92 at December 31, 2025.
Net income was $38 million ($0.39 per diluted share) in 1Q26, compared with $21.5 million ($0.21) in 1Q25.
Net operating income was $101 million ($1.05 per diluted share), compared with $0.79 per diluted share in 1Q25.
Total revenues were $1,029.6 million, compared with $1,004.1 million in 1Q25.
CNO repurchased $60.0 million of common stock in 1Q26 and had authority to repurchase up to an additional $360.4 million.
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
Arthur J. Gallagher & Co. reported first quarter 2026 results, with reported revenues before reimbursements of $4.7 billion, up from $3.7 billion, and reported net earnings of $823 million, up from $709 million. The company said the revenue increase reflected acquisitions and 5% organic growth, while lower interest income from the prior year weighed on its expense ratios. The CFO Commentary, which includes estimates for 2026, was made available on its website, but the filing does not state those estimates.
Total company reported revenues before reimbursements were $4,716 million versus $3,688 million a year earlier.
Diluted EPS as reported was $3.16 versus $2.72; adjusted diluted EPS was $4.47 versus $3.72.
Combined Brokerage and Risk Management organic revenue growth was 5%, according to CEO J. Patrick Gallagher, Jr.
In the first quarter of 2026, the company repurchased about 1.4 million shares for about $310 million.
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
AIG reported first-quarter 2026 net income of $763 million, or $1.41 per diluted share, up from $1.16 a year earlier. Its board also declared a quarterly dividend of $0.50 per share, an 11% increase, payable June 29, 2026. Net investment income fell 36% to $712 million, but General Insurance underwriting income more than tripled.
Net income attributable to AIG common shareholders was $763 million, or $1.41 per diluted share, versus $698 million, or $1.16, in Q1 2025.
Adjusted after-tax income was $1.1 billion, or $2.11 per diluted share, versus $702 million, or $1.17, a year earlier.
General Insurance underwriting income was $774 million, up 219% from $243 million; the combined ratio was 87.3%, versus 95.8%.
Dividend of $0.50 per share is payable June 29, 2026 to shareholders of record at the close of business on June 15, 2026.
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%.
Eastman Chemical reported first-quarter 2026 sales of $2,177 million, down 5% from $2,290 million a year earlier, and adjusted earnings per diluted share of $1.09 versus $1.91. The company projected second-quarter 2026 adjusted EPS of $1.70 to $1.90, which is well above the first quarter but is a sequential range rather than a comparison to the prior year.
Sales were $2,177 million versus $2,290 million; Fibers fell 22% and Chemical Intermediates fell 9%.
Adjusted EBIT was $200 million versus $311 million; GAAP EPS was $0.93 versus $1.57.
Second-quarter 2026 adjusted EPS is projected at $1.70 to $1.90, with about $45 million of planned maintenance costs.
Net cash used in operating activities was $137 million versus $167 million a year earlier.
SPS Commerce reported first quarter 2026 revenue of $192.1 million, up 6% from $181.5 million a year earlier, while GAAP net income fell to $19.7 million, or $0.53 per diluted share, from $22.2 million, or $0.58. The company also issued second quarter and full year 2026 guidance, with full year revenue expected at $796.0 million to $802.0 million, and reported $47.1 million in share repurchases in the quarter.
Q1 2026 revenue was $192.1 million, up 6% from $181.5 million; recurring revenue grew 7%.
GAAP diluted EPS was $0.53 versus $0.58 a year earlier; non-GAAP diluted EPS was $1.10 versus $1.00.
Adjusted EBITDA rose 7% to $57.9 million.
Q2 2026 revenue is guided to $194.5 million to $196.5 million; full year 2026 revenue is guided to $796.0 million to $802.0 million.
Match Group's board appointed Raina Moskowitz as a director, effective at the 2026 annual meeting, filling the vacancy left by Pamela S. Seymon's previously announced resignation. The filing says the board has not yet decided which committees she will join, and it discloses no related party transactions.
Raina Moskowitz appointed to the board on April 29, 2026, effective at the 2026 annual meeting
Term expires at the 2027 annual meeting of stockholders
Fills vacancy from Pamela S. Seymon's resignation, also effective at the 2026 annual meeting
Manuel Bronstein to stand for election to the board at the 2026 annual meeting, as announced February 17, 2026
Bank of the James Financial Group reported first quarter 2026 net income of $2.77 million, or $0.61 per share, up from $842,000, or $0.19 per share, a year earlier. The company also declared a quarterly dividend of $0.10 per share, payable June 5, 2026 to holders of record on May 22, 2026.
Net income was $2.77 million for the quarter ended March 31, 2026, compared with $842,000 a year earlier.
Net interest income rose 13.15% to $8.73 million, and the net interest margin was 3.57% versus 3.25%.
The board declared a $0.10 per share dividend on April 28, 2026, payable June 5, 2026.
At its April 30, 2026 annual meeting, ARMOUR stockholders approved a Fourth Amended and Restated Stock Incentive Plan that adds 1,000,000 shares for issuance, and elected all eight director nominees. Stockholders also ratified Deloitte & Touche LLP as auditor for 2026 and approved 2025 executive compensation on a non-binding advisory basis. The share increase raises the pool available for equity awards, which affects existing shareholders through potential dilution.
Plan adds 1,000,000 shares; only 3,506 shares remained available for grant as of March 19, 2026
Plan sets a ten-year term ending April 29, 2036 and adds a clawback provision
Say-on-pay approved with 48,910,162 votes for and 2,512,562 against
Stockholders voted for one-year frequency of future advisory votes on executive compensation (50,596,296 votes)
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.
Phibro Animal Health entered into Amendment No. 1 to its credit agreement with Coöperatieve Rabobank U.A., New York Branch, on April 28, 2026. The amendment increases the revolving credit commitment by $125 million, from $310 million to $435 million, giving the company more borrowing capacity under its existing facility.
Revolving credit commitment rose by $125 million, from $310 million to $435 million
Amendment No. 1 is dated April 28, 2026, and amends the Original Credit Agreement dated July 3, 2024
Rabobank acts as administrative agent, collateral agent and L/C issuer
Dolby reported fiscal second-quarter 2026 total revenue of $396 million, up from $370 million a year earlier, and GAAP diluted EPS of $0.99 versus $0.94. The company also set fiscal 2026 revenue guidance of $1.40 billion to $1.45 billion and declared a $0.36 per-share dividend, but the filing does not state prior guidance, so direction versus earlier outlook cannot be confirmed.
Total revenue $396 million vs. $370 million; licensing revenue $372 million vs. $346 million
GAAP diluted EPS $0.99 vs. $0.94; non-GAAP diluted EPS $1.37 vs. $1.34
Fiscal 2026 revenue guidance $1.40 billion to $1.45 billion; third-quarter revenue guidance $295 million to $325 million
Cash dividend of $0.36 per share payable May 20, 2026 to holders of record May 12, 2026
Atlassian reported third-quarter fiscal 2026 total revenue of $1,787.0 million, up 32% year over year, with cloud revenue up 29%. GAAP net loss widened to $98.4 million, or $0.38 per diluted share, after $223.8 million in restructuring charges, while non-GAAP net income rose to $456.5 million, or $1.75 per diluted share.
Total revenue was $1,787.0 million, up 32% from $1,356.7 million; cloud revenue was $1,132 million, up 29%.
GAAP net loss was $98.4 million, or $0.38 per diluted share, versus a net loss of $70.8 million, or $0.27, a year earlier.
Restructuring charges of $223.8 million were included in the GAAP operating loss of $56.3 million.
Non-GAAP net income was $456.5 million, or $1.75 per diluted share, versus $0.97 a year earlier.
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
At its April 28, 2026 annual meeting, RPC's stockholders re-elected all ten board nominees, ratified Grant Thornton LLP as auditor for 2026, and approved previous CEO and Executive Chairman performance stock unit grants and amendments to the 2024 Stock Incentive Plan. Separately, director Gary Kolstad was appointed to the Audit Committee and to the Human Capital Management and Compensation Committee, where he will chair.
Ten director nominees were elected, including Gary Kolstad, who will chair the Human Capital Management and Compensation Committee.
Grant Thornton LLP ratification: 202,026,703 for and 7,139,463 against.
Non-binding executive compensation vote: 190,731,370 for and 7,647,225 against.
Plan amendments to the 2024 Stock Incentive Plan drew 142,609,503 for and 54,634,966 against, the largest opposition among the amendment and grant votes shown.
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.
Trupanion reported first quarter 2026 results on April 30, 2026. Total revenue rose 12% to $384.0 million and the company swung to net income of $4.9 million, or $0.11 per diluted share, from a net loss of $1.5 million a year earlier, while adjusted EBITDA rose to $17.4 million from $12.2 million. Total enrolled pets fell 2% year over year, though subscription pets rose 5%.
Total revenue $384.0 million, up 12% from the first quarter of 2025
Net income $4.9 million, or $0.11 per diluted share, versus a net loss of $1.5 million, or $(0.03) per share, a year earlier
Adjusted EBITDA $17.4 million, versus $12.2 million in the first quarter of 2025
Operating cash flow $14.6 million and free cash flow $13.7 million, versus $16.0 million and $14.0 million a year earlier; total enrolled pets were 1,637,665, down 2%
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.
GoDaddy reported first quarter 2026 results for the period ended March 31, 2026. Total revenue rose 6% to $1.3 billion and diluted earnings per share rose to $1.60 from $1.51, while net income fell 2% to $214.6 million, which the company said was against a prior-year period that included a $34.6 million one-time tax benefit. The company reaffirmed its full-year 2026 revenue and free cash flow targets, which matters to shareholders because it signals no change to the outlook.
Total revenue of $1.3 billion, up 6% year-over-year; Applications and Commerce revenue up 12% to $498.2 million
Diluted EPS of $1.60 versus $1.51 a year earlier; net income of $214.6 million versus $219.5 million
Full-year 2026 revenue guidance of $5.195 billion to $5.275 billion reaffirmed; second-quarter revenue expected at $1.285 billion to $1.305 billion
Repurchased 3.0 million shares for $279.7 million in the quarter; free cash flow of $473.6 million, up 15%
Merit Medical reported first-quarter 2026 revenue of $381.9 million, up 7%, and non-GAAP earnings per share of $0.94, up 9%. The company raised its full-year 2026 revenue forecast slightly and kept its non-GAAP earnings per share forecast unchanged, after accounting for the April 1, 2026 acquisition of View Point Medical, which is expected to dilute 2026 non-GAAP earnings per share by about $0.05.
Q1 2026 revenue was $381.9 million, up 7% from $355.4 million a year earlier; constant currency organic growth was 2.7%, or 3.7% excluding the divested DualCap product line.
GAAP diluted EPS was $0.68 versus $0.49 a year earlier; non-GAAP EPS was $0.94 versus $0.86.
2026 revenue guidance is $1.612 billion to $1.634 billion, up from $1.610 billion to $1.630 billion; non-GAAP EPS guidance is unchanged at $4.01 to $4.15.
The View Point Medical acquisition closed April 1, 2026 for $140 million, of which $90 million was paid in cash at closing.
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
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