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).
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
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
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%.
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
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.
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
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
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.
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.
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.
On April 29, 2026, Belden Inc. agreed to buy the RUCKUS reporting segment of Vistance Networks for about $1.846 billion in cash, on a cash-free, debt-free basis, funded with cash on hand and committed debt financing. Closing is expected in the second half of 2026, subject to regulatory clearances and other conditions. Belden said it will temporarily pause share repurchases to prioritize reducing net leverage, a trade-off shareholders should weigh against the expected growth and margin benefits.
Purchase price of about $1.846 billion in cash, cash-free and debt-free, subject to adjustments
Closing expected in the second half of 2026; outside date January 31, 2027, extendable by three months if only regulatory approvals are outstanding
Belden expects net leverage below 3.0x within the first full year after close and about 1.5x by 2029
Belden intends to temporarily pause share repurchases until leverage returns closer to its long-term target
Organon reported first-quarter 2026 revenue of $1.460 billion, down 4% from $1.513 billion a year earlier and down 9% excluding foreign currency, while GAAP net income rose to $146 million from $87 million. Non-GAAP adjusted diluted EPS fell to $0.71 from $1.02, and the company will not provide financial guidance because of its pending all-cash merger into Sun Pharma, which is expected to close in early 2027.
Revenue was $1.460 billion, down 4% as reported and down 9% excluding foreign currency, from $1.513 billion in Q1 2025.
GAAP diluted EPS was $0.55 versus $0.33; non-GAAP adjusted diluted EPS was $0.71 versus $1.02.
Board declared a quarterly dividend of $0.02 per share, payable June 11, 2026, to holders of record on May 11, 2026.
No financial guidance or earnings call due to the pending Sun Pharma merger, expected to close in early 2027 subject to regulatory and stockholder approval.
LKQ reported first quarter 2026 revenue up 4.3% to $3,469 million, but diluted EPS fell 50.8% to $0.30, including a $44 million impairment on its Mekonomen equity investment. The company cut its GAAP diluted EPS outlook to $2.16 to $2.46 from $2.35 to $2.65, while keeping its adjusted EPS outlook at $2.90 to $3.20, and said its board is reviewing strategic alternatives.
Q1 2026 revenue was $3,469 million, up 4.3% from $3,327 million; parts and services organic revenue fell 1.6%.
Q1 diluted EPS was $0.30 versus $0.61; adjusted diluted EPS was $0.67 versus $0.74, down 9.5%.
Full-year 2026 GAAP diluted EPS outlook was lowered to $2.16 to $2.46 from $2.35 to $2.65; adjusted diluted EPS outlook of $2.90 to $3.20 was unchanged.
Free cash flow was negative $96 million in Q1; the board declared a $0.30 per share dividend payable June 4, 2026.
Baxter reported first-quarter 2026 sales of $2.7 billion, up 3% on a reported basis but down 1% on an organic basis. The company posted a U.S. GAAP loss from continuing operations of $17 million, or $0.03 per diluted share, compared with income of $64 million a year earlier, and its adjusted diluted EPS fell 35% to $0.36. Shareholders face weaker profit even as the company reiterated its full-year 2026 outlook and declared a $0.01 quarterly dividend.
Sales from continuing operations were $2.7 billion, up 3% reported and down 1% organic; U.S. sales fell 4% to about $1.44 billion.
U.S. GAAP loss from continuing operations was $17 million, or $0.03 per diluted share, versus income of $64 million in the prior-year quarter.
Adjusted diluted EPS from continuing operations was $0.36, down 35% from $0.55, with management citing tariffs, higher manufacturing costs and a prior-year timing benefit.
Full-year 2026 adjusted EPS outlook of $1.85 to $2.05 was reiterated; the Board declared a $0.01 dividend payable July 1, 2026, to holders of record May 29, 2026.
International Paper reported preliminary first-quarter 2026 net sales of $5.97 billion, up from $5.26 billion a year earlier, and earnings from continuing operations of $76 million, compared with a loss of $124 million in the first quarter of 2025. Adjusted EBITDA from continuing operations fell to $677 million from $689 million, and the company updated its full-year 2026 adjusted EBITDA target to $3.20 billion to $3.50 billion, citing a tougher macro environment and a severe winter storm.
Q1 2026 net sales of $5.97 billion vs. $5.26 billion in Q1 2025; diluted EPS from continuing operations of $0.14 vs. a loss of $0.28
Adjusted operating EPS of $0.15 vs. $0.17 in Q1 2025; adjusted EBITDA of $677 million vs. $689 million
Updated 2026 targets: second-quarter adjusted EBITDA of $520 million to $570 million; full-year adjusted EBITDA of $3.20 billion to $3.50 billion
Received $1.1 billion in net proceeds from the sale of the Global Cellulose Fibers business and paid down $660 million of debt; separation of the EMEA packaging business is ongoing
Laureate Education reported first-quarter 2026 revenue of $272.6 million, up 15% as reported but up 1% on a constant currency basis, with an operating loss of $27.5 million compared with $13.2 million a year earlier. The company raised its full-year 2026 Adjusted EPS guidance to $2.00 to $2.08 per share, citing share repurchases of about $105 million in the quarter, while its other 2026 outlook ranges were left unchanged.
Revenue rose 15% to $272.6 million as reported, but only 1% on a constant currency basis; about $9 million of academic calendar timing reduced results.
Net loss widened to $21.6 million from $19.6 million, and Adjusted EBITDA was $(2.3) million versus $5.4 million a year earlier.
Full-year 2026 Adjusted EPS guidance is now $2.00 to $2.08 per share, reflecting 16% to 21% growth as reported; revenue, Adjusted EBITDA and enrollment ranges were reaffirmed.
As of March 31, 2026, cash and cash equivalents were $157.4 million, gross debt was $217.1 million and about $76 million of repurchase authorization remained.
Crocs reported first-quarter 2026 revenue of $921 million, down 1.7% from a year earlier, and diluted earnings per share of $2.71, down from $2.83. The company raised its full-year 2026 adjusted diluted EPS guidance to $13.20 to $13.75 from $12.88 to $13.35, citing the first-quarter results.
Q1 2026 revenue of $921 million, down 1.7%; direct-to-consumer revenue grew 12.1%, wholesale fell 9.9%
GAAP diluted EPS of $2.71 vs. $2.83; adjusted diluted EPS of $2.99 vs. $3.00
Full-year 2026 adjusted diluted EPS guidance raised to $13.20 to $13.75 from $12.88 to $13.35
Q2 2026 adjusted diluted EPS guidance of $4.15 to $4.35; repurchased $73.6 million of shares from March 31 through April 23, 2026
CNX reported first-quarter 2026 net income of $348.1 million, or $2.18 per diluted share, compared with a net loss of $197.7 million in the first quarter of 2025. The company also lowered its 2026 guidance for Adjusted EBITDAX and free cash flow, citing a lower NYMEX natural gas price assumption, which matters to shareholders because it reduces the cash the company expects to generate this year.
Q1 2026 net income was $348.1 million, or $2.18 per diluted share, versus a net loss of $197.7 million, or $1.34 per share, in Q1 2025.
Total revenue and other operating income was $786.7 million, up from $610.5 million in Q4 2025.
2026 Adjusted EBITDAX guidance was lowered to $1,265 million to $1,315 million from $1,310 million to $1,360 million; free cash flow guidance was lowered to about $525 million from about $550 million.
Q1 2026 included a realized commodity derivative loss of $222 million, and the 2026 NYMEX natural gas price assumption was lowered to $3.64 per MMBtu from $4.07.
Martin Marietta reported first-quarter 2026 revenues of $1.362 billion, up 17%, but net earnings from continuing operations fell 24% to $79 million, with diluted EPS of $1.31 versus $1.70. The company reaffirmed full-year 2026 guidance and agreed on April 19, 2026 to acquire New Frontier Materials, while reported net earnings of $1.513 billion included a $1.4 billion after-tax gain on the QUIKRETE asset exchange.
Revenues rose 17% to $1.362 billion; adjusted EBITDA from continuing operations rose 14% to $364 million.
Adjusted earnings per diluted share from continuing operations were $1.93, up 14%, excluding charges totaling $0.62 per share.
Full-year 2026 adjusted EBITDA guidance of $2.43 billion at the midpoint was reaffirmed.
The New Frontier Materials acquisition is expected to close in the second half of 2026, subject to regulatory approvals.
Option Care Health reported first quarter 2026 net revenue of $1,350.7 million, up 1.3%, while adjusted EBITDA fell 6.3% to $104.8 million and adjusted diluted EPS was flat at $0.40. The company adjusted its full-year 2026 net revenue guidance to $5.675 billion to $5.775 billion and its cash flow target to at least $320 million, while keeping adjusted EBITDA and adjusted EPS guidance in place, which matters to shareholders because the revenue outlook has changed while profit measures are unchanged.
Q1 2026 net revenue of $1,350.7 million, up 1.3%; GAAP net income of $45.3 million, down 3.0%
Adjusted EBITDA of $104.8 million, down 6.3%; adjusted diluted EPS of $0.40, flat year over year
Full-year 2026 guidance: net revenue $5.675 billion to $5.775 billion; adjusted diluted EPS $1.82 to $1.92; adjusted EBITDA $480 million to $505 million
Cash used in operating activities was $12.1 million in Q1; Company repurchased $17.5 million of stock and expanded its revolving credit facility from $400 million to $850 million
Merck reported first-quarter 2026 sales of $16.3 billion, up 5%, but posted a GAAP loss of $1.72 per share versus earnings of $2.01 a year earlier, driven by a $3.62 per share charge for the acquisition of Cidara Therapeutics. The company raised the midpoint of its full-year 2026 sales range and raised its non-GAAP EPS range to $5.04 to $5.16, but the outlook excludes the expected one-time charge of about $5.8 billion, or about $2.35 per share, tied to the planned Terns Pharmaceuticals acquisition, which is expected to close in May.
Q1 2026 sales were $16.3 billion, up 5% (3% excluding foreign exchange); KEYTRUDA/KEYTRUDA QLEX sales rose 12% to $8.0 billion.
GAAP loss per share was $1.72 and non-GAAP loss per share was $1.28, both including the $3.62 per share Cidara charge; Q1 2025 GAAP EPS was $2.01.
Full-year 2026 sales outlook narrowed to $65.8 billion to $67.0 billion from $65.5 billion to $67.0 billion; non-GAAP EPS outlook raised to $5.04 to $5.16 from $5.00 to $5.15.
Outlook excludes the Terns acquisition, expected to close in May with a one-time charge of about $5.8 billion, or about $2.35 per share.
Cardinal Health reported third-quarter fiscal 2026 revenue of $60.9 billion, up 11%, and non-GAAP diluted EPS of $3.17, up 35%. GAAP diluted EPS fell 20% to $1.69, reflecting a $184 million pre-tax goodwill impairment at its Navista & ION unit, and the company raised and narrowed its fiscal 2026 non-GAAP EPS guidance to $10.70 to $10.80.
Revenue rose 11% to $60.9 billion; GAAP operating earnings fell 30% to $509 million
Non-GAAP diluted EPS rose 35% to $3.17; GAAP diluted EPS fell 20% to $1.69
$184 million pre-tax goodwill impairment in the Navista & ION reporting unit drove the GAAP decline
Fiscal 2026 non-GAAP EPS guidance raised and narrowed to $10.70 to $10.80; the company also completed an additional $250 million share repurchase, bringing its fiscal 2026 total to $1.0 billion
Granite reported first-quarter 2026 revenue of $912 million, up 30% from a year earlier, and raised its 2026 revenue guidance to $5.2 billion to $5.4 billion. The GAAP net loss widened to $42 million, but adjusted diluted EPS rose to $0.26 from $0.01, and the company said it completed the Kenny Seng Construction acquisition on April 23, 2026.
Q1 revenue was $912 million, up from $700 million; net loss attributable to Granite was $42 million, or $(0.96) per diluted share, versus $34 million, or $(0.77), a year earlier
Adjusted diluted EPS was $0.26 versus $0.01; adjusted EBITDA rose 106% to $58 million
2026 revenue guidance raised to $5.2 billion to $5.4 billion from $4.9 billion to $5.1 billion; adjusted EBITDA margin guidance raised to 12.25% to 13.25%
Contracted backlog (CAP) reached a record $7.2 billion, including $640 million of U.S. Customs and Border Protection tactical infrastructure projects
Smurfit Westrock reported first-quarter 2026 net sales of $7,712 million, up from $7,656 million a year earlier, but net income fell to $63 million from $382 million and Adjusted EBITDA fell to $1,076 million from $1,252 million. The company re-affirmed its full-year 2026 Adjusted EBITDA outlook of $5.0 billion to $5.3 billion and expects second-quarter Adjusted EBITDA of $1.1 billion to $1.2 billion, while a review of its London Stock Exchange listing could lead to delisting.
Net sales rose to $7,712 million from $7,656 million; basic EPS was $0.12 versus $0.74 a year earlier
Adjusted EBITDA was $1,076 million, with a 14.0% margin, versus $1,252 million and 16.4% a year earlier
Adverse weather reduced Net Income and Adjusted EBITDA by $65 million, mainly in North America
Full-year 2026 Adjusted EBITDA outlook of $5.0 billion to $5.3 billion was re-affirmed; LSE listing review is expected to finish in May 2026
California Water Service Group reported first-quarter 2026 net income of $4.0 million, or $0.07 per diluted share, down from $13.3 million, or $0.22, a year earlier, while revenue rose to $214.6 million from $204.0 million. The company said results do not include any benefit from its 2024 California general rate case, for which the CPUC issued a revised proposed decision on April 29, 2026, with a final decision expected April 30, 2026 or shortly after.
Operating revenue was $214.6 million versus $204.0 million; operating expenses were $196.4 million versus $181.6 million.
Water production costs rose $8.3 million, primarily due to higher wholesale water rates.
The revised proposed decision authorizes additional revenue of $90.5 million in 2026 (10.9%), $43.2 million in 2027 and $48.9 million in 2028.
The Board declared a quarterly dividend of $0.3350 per share, payable May 22, 2026 to holders of record May 11, 2026.
Acadia Healthcare reported first-quarter 2026 revenue of $828.8 million, up 7.6% from a year earlier, but reported and adjusted earnings per diluted share both fell. The company raised its full-year 2026 adjusted EBITDA and adjusted EPS guidance and issued second-quarter guidance, which matters to shareholders because the higher outlook is set against lower quarterly per-share earnings.
Revenue was $828.8 million, up 7.6%; same-facility revenue rose 7.3%
Reported EPS was $0.05 versus $0.09; adjusted EPS was $0.37 versus $0.40
Full-year 2026 adjusted EBITDA guidance raised to $580 to $615 million from $575 to $610 million
Full-year adjusted EPS guidance raised to $1.35 to $1.60 from $1.30 to $1.55; second-quarter revenue guidance is $835 to $850 million
Wyndham reported first-quarter 2026 net revenues of $327 million, up 3% from $316 million, and diluted EPS of $0.80 versus $0.78, while net income was flat at $61 million. It updated its full-year outlook: net revenues were raised to $1.47-$1.50 billion and global RevPAR growth range was narrowed, but adjusted net income was lowered to $351-$365 million, and adjusted EBITDA and adjusted diluted EPS guidance were unchanged.
Q1 2026 net revenues rose 3% to $327 million; adjusted diluted EPS rose 12% to $0.96, or about 3% lower on a comparable basis
Full-year 2026 net revenues outlook raised to $1.47-$1.50 billion from $1.46-$1.49 billion
Full-year adjusted net income outlook lowered to $351-$365 million from $354-$368 million; adjusted EBITDA ($730-$745 million) and adjusted diluted EPS ($4.62-$4.80) outlooks unchanged
Net debt leverage ratio was 3.5 times at March 31, 2026; the company issued $650 million of 5.625% senior unsecured notes due 2033 in February 2026
Silgan reported first-quarter 2026 net sales of $1.56 billion, up 6% from a year earlier, mainly from passing through higher raw material costs. Net income fell to $63.0 million, or $0.60 per diluted share, from $68.0 million, or $0.63, a year earlier, and the company raised its full-year 2026 adjusted EPS estimate to $3.73 to $3.93 from $3.70 to $3.90.
Q1 2026 net sales $1.56 billion, up $94.6 million (6%); EBIT $126.6 million, down $3.9 million from $130.5 million
Q1 2026 adjusted EPS $0.78 versus $0.82 a year earlier; GAAP diluted EPS $0.60 versus $0.63
Full-year 2026 adjusted EPS estimate raised to $3.73 to $3.93 from $3.70 to $3.90; free cash flow estimate of approximately $450 million confirmed
Q2 2026 adjusted EPS estimate of $0.92 to $1.02 versus $1.01 in Q2 2025
CONMED reported first-quarter 2026 net sales of $317.0 million, down 1.3% from a year earlier, while GAAP diluted EPS rose to $0.45 from $0.19 and adjusted diluted EPS fell to $0.89 from $0.95. The company raised its 2026 organic constant currency revenue growth outlook to 5.0% to 6.5% and kept its adjusted EPS outlook at $4.30 to $4.45, citing higher expected interest expense from a planned 2026 debt refinancing.
Q1 2026 net sales were $317.0 million, down 1.3% as reported and 2.9% in constant currency; a $15.5 million decrease came from exiting certain GI products.
GAAP diluted EPS was $0.45 versus $0.19; adjusted diluted EPS was $0.89 versus $0.95.
Full-year 2026 organic constant currency growth outlook raised to 5.0% to 6.5% from 4.5% to 6.0%.
Full-year 2026 reported revenue expected at $1.350 billion to $1.375 billion, versus prior guidance of $1.345 billion to $1.375 billion; adjusted EPS outlook reaffirmed at $4.30 to $4.45.
Cousins Properties reported a first-quarter 2026 net loss to common stockholders of $24.9 million, or $0.15 per share, versus net income of $20.9 million, or $0.12 per share, a year earlier, mainly due to a $36.6 million operating property impairment. Funds from operations (FFO) was $122.9 million, or $0.73 per share, down from $0.74 a year earlier, and the company lowered its 2026 net income per share guidance while raising its FFO per share guidance.
Q1 2026 net loss to common stockholders of $24.9 million ($0.15 per share) vs. net income of $20.9 million ($0.12 per share) in Q1 2025
Q1 2026 FFO of $122.9 million ($0.73 per share) vs. $124.8 million ($0.74 per share) in Q1 2025
2026 net income guidance cut to $0.02 to $0.10 per share from $0.23 to $0.33, primarily due to the first-quarter impairment charge
2026 FFO guidance raised to $2.90 to $2.98 per share from $2.87 to $2.97, driven mainly by share repurchases and debt financing terms
Everest Group reported first quarter 2026 net income of $653 million, or $16.21 per diluted share, up from $210 million, or $4.90 per diluted share, a year earlier. Gross written premium fell 18.5% on a comparable basis to $3.6 billion, and the company repurchased $331 million of common shares during the quarter.
Net income $653 million ($16.21 per diluted share) vs. $210 million ($4.90) in Q1 2025
Net operating income $648 million ($16.08 per diluted share) vs. $276 million ($6.45) in Q1 2025
Combined ratio 91.2% vs. 102.7% a year earlier; pre-tax catastrophe losses $130 million vs. $472 million
Gross written premium $3.6 billion, down 18.5% on a comparable basis; $81.0 million pre-tax expense tied to the sale of Commercial Retail Insurance renewal rights to AIG
SBA Communications reported first quarter 2026 results on April 29, 2026. Site leasing revenue rose 6.5% to $656.1 million, but net income attributable to SBA fell to $184.8 million, or $1.74 per diluted share, from $220.7 million, or $2.04, a year earlier. The company raised its full year 2026 outlook across key metrics and declared a $1.25 quarterly dividend, so shareholders see higher guidance alongside lower quarterly profit and AFFO per share.
Site leasing revenue of $656.1 million, up 6.5% from $616.2 million in Q1 2025
Diluted EPS of $1.74 versus $2.04; AFFO per share of $3.03 versus $3.18
2026 AFFO per share outlook raised to $11.93 to $12.38, up $0.09 at the midpoint from February 26, 2026
Quarterly dividend of $1.25 per share, payable June 17, 2026 to holders of record on May 22, 2026
Flowserve reported first-quarter 2026 reported EPS of $0.64, up from $0.56, and adjusted EPS of $0.85, up from $0.72. Sales fell 6.7% to $1.07 billion, and bookings declined 6.4%. The company reaffirmed its 2026 adjusted EPS guidance of $4.00 to $4.20 but lowered its total sales growth outlook, so shareholders get mixed signals on the year.
Reported EPS rose 14.3% to $0.64 and adjusted EPS rose 18.1% to $0.85 versus Q1 2025; reported sales fell 6.7% to $1,068.3 million.
Total bookings were $1,148.2 million, down 6.4%; backlog was $2,945.9 million, up 1.5%.
2026 total sales growth guidance was lowered to +3% to +6% from +5% to +7%, and organic sales growth guidance was lowered to (1%) to +2% from +1% to +3%.
Adjusted EPS guidance of $4.00 to $4.20 was reaffirmed; net interest expense guidance was raised to approximately $85 million from $80 million.
Tetra Tech reported second-quarter fiscal 2026 results for the period ended March 29, 2026. Revenue and net revenue were lower than a year earlier, while GAAP EPS rose to $0.36 from $0.02 and the company raised its full-year net revenue and adjusted EPS guidance. The board also declared a quarterly dividend of $0.072 per share, an 11% increase year over year.
Q2 revenue was $1.22 billion versus $1.32 billion a year earlier; net revenue was $1.05 billion versus $1.10 billion.
GAAP EPS was $0.36 versus $0.02 a year earlier; adjusted EPS was $0.34 versus $0.33. The prior-year quarter included a $92.4 million goodwill impairment.
Fiscal 2026 net revenue guidance was raised to $4.25 billion to $4.40 billion, and adjusted EPS guidance to $1.50 to $1.58.
Quarterly dividend of $0.072 per share is payable June 2, 2026, to holders of record as of May 14, 2026.
AbbVie reported first-quarter 2026 net revenues of $15.002 billion, up 12.4% from a year earlier, and adjusted diluted EPS of $2.65, up 7.7%. GAAP diluted EPS fell 45.8% to $0.39 because of large charges, including a $2.387 billion pre-tax change in fair value of contingent consideration. The company raised its 2026 adjusted diluted EPS guidance to $14.08-$14.28 from $13.96-$14.16.
Q1 2026 net revenues $15.002 billion, up 12.4% on a reported basis (10.3% operational)
GAAP diluted EPS $0.39 vs. $0.72 a year earlier; adjusted diluted EPS $2.65 vs. $2.46
Regeneron reported first quarter 2026 revenues of $3.6 billion, up 19% from a year earlier, and non-GAAP earnings per share of $9.47, up 15%. GAAP net income fell 10% to $727 million, and GAAP EPS fell 7% to $6.75, which the company said includes a $0.82 negative impact from acquired in-process R&D; the company also cut its full-year 2026 GAAP gross margin guidance and authorized a new $3.0 billion share repurchase program.
Total revenues were $3,605 million, up 19% from $3,029 million in Q1 2025.
GAAP net income was $727 million, down 10%, and GAAP EPS was $6.75, down 7%; non-GAAP EPS was $9.47, up 15%.
Full-year 2026 GAAP gross margin on net product sales guidance was lowered to 77%–78% from 79%–80%; other guidance was unchanged or raised.
The board authorized a new $3.0 billion share repurchase program in April 2026, and a $0.94 per share dividend was declared.
Cognizant reported first-quarter 2026 revenue of $5.4 billion, up 5.8% year-over-year, and GAAP diluted EPS of $1.39, up 3.7%. It raised its 2026 Adjusted Operating Margin guidance to 16.0% to 16.2% while keeping constant currency revenue growth guidance at 4.0% to 6.5%, but also introduced Project Leap, which it expects to cost $230 million to $320 million, mostly in 2026.
Q1 revenue of $5.4 billion rose 5.8% year-over-year (3.9% in constant currency); GAAP operating margin fell to 15.6% from 16.7%.
Adjusted diluted EPS was $1.40, up 13.8% from $1.23 a year earlier; GAAP diluted EPS was $1.39 versus $1.34.
Project Leap is expected to cost $230 million to $320 million, with in-year savings of about $200 million to $300 million in 2026.
Bookings rose 21% in Q1 with seven large deals; the company repurchased 6.3 million shares for $427 million and declared a $0.33 quarterly dividend.
GE HealthCare reported first quarter 2026 revenue of $5.1 billion, up 7.4%, but net income attributable to the company fell to $389 million from $564 million and diluted EPS fell to $0.85 from $1.23. The company cut its full-year 2026 Adjusted EPS guidance to $4.80 to $5.00 from $4.95 to $5.15, citing higher memory chip, oil and freight costs, so shareholders face lower expected profit this year even as sales grew.
Q1 2026 revenue of $5.1 billion, up 7.4%; organic revenue growth of 2.9%
Net income attributable to GE HealthCare of $389 million vs. $564 million; Adjusted EPS of $0.99 vs. $1.01
2026 Adjusted EPS guidance cut to $4.80 to $5.00 from $4.95 to $5.15; free cash flow guidance cut to about $1.6 billion from about $1.7 billion
Quarterly dividend declared at $0.035 per share; $100 million of stock repurchased in the quarter
Bunge reported first-quarter 2026 results on April 29, 2026. GAAP diluted EPS fell to $0.35 from $1.48 a year earlier, while adjusted EPS rose slightly to $1.83 from $1.81, and the company raised its full-year 2026 adjusted EPS outlook to $9.00-$9.50 from $7.50-$8.00. For shareholders, the higher outlook sits alongside a sharp drop in reported profit, driven by a $336 million mark-to-market timing swing.
Q1 2026 GAAP diluted EPS was $0.35 versus $1.48; net income attributable to Bunge was $68 million versus $201 million
Q1 2026 adjusted diluted EPS was $1.83 versus $1.81, excluding mark-to-market timing differences and certain gains and charges
Full-year 2026 adjusted EPS outlook raised to $9.00-$9.50 from $7.50-$8.00
Net interest expense outlook raised to $620-$660 million from $575-$625 million; cash used for operating activities was $541 million
Stanley Black & Decker reported first quarter 2026 net sales of $3.8 billion, up 3% from a year earlier, with GAAP EPS of $0.39 versus $0.60 and adjusted EPS of $0.80 versus $0.75. The company raised its 2026 GAAP EPS guidance to $4.15 to $5.35 on an expected gain from the April 6 sale of its CAM business, and reaffirmed its adjusted EPS range of $4.90 to $5.70.
Net sales of $3.8 billion, up 3%; organic sales flat, with lower volume in North America retail
GAAP net earnings of $59.6 million versus $90.4 million, after $81.0 million in pre-tax non-GAAP adjustments
CAM sold to Howmet Aerospace for $1.8 billion in cash on April 6; net proceeds of about $1.6 billion, mostly used to reduce debt
2026 free cash flow expected at $500 to $700 million including CAM taxes and fees; company expects share repurchases
Humana reported first-quarter 2026 revenue of $39.6 billion, up from $32.1 billion a year earlier, but GAAP earnings per share fell to $9.83 from $10.30. The company cut its full-year 2026 GAAP EPS guidance to at least $8.36 from at least $8.89 while affirming its adjusted EPS guidance of at least $9.00, so shareholders face lower reported profit expectations even as sales grew.
Q1 2026 revenue was $39.6 billion versus $32.1 billion in Q1 2025.
Q1 2026 adjusted EPS was $10.31 versus $11.58 in Q1 2025; GAAP EPS was $9.83 versus $10.30.
FY 2026 GAAP EPS guidance revised to at least $8.36 from at least $8.89; adjusted EPS guidance of at least $9.00 affirmed.
George Renaudin, Insurance Segment President, will retire effective June 29, 2026; John Barger will lead Medicare Advantage operations effective immediately.
Biogen reported first quarter 2026 total revenue of $2.5 billion, up 2% year over year, and non-GAAP diluted EPS of $3.57, up 18%. The company lowered its full-year 2026 non-GAAP diluted EPS guidance to $14.25 to $15.25 from $15.25 to $16.25, citing an approximately $1.00 impact from acquired IPR&D charges, and said it plans to announce updated guidance including the proposed Apellis acquisition with its second quarter results.
Q1 2026 total revenue was $2,478 million, up 2% year over year; GAAP diluted EPS was $2.15, up 31%.
Full-year 2026 non-GAAP diluted EPS guidance is now $14.25 to $15.25, down from $15.25 to $16.25 in February 2026, excluding the Apellis transaction.
Biogen proposed acquiring Apellis Pharmaceuticals, subject to customary closing conditions, with closing expected in the second quarter of 2026.
First quarter cash flow from operations was approximately $646 million, and net debt was approximately $1.5 billion as of March 31, 2026.
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