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).
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
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
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
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
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
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
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
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
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
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.
Belden reported first quarter 2026 revenue of $696 million, up 11% from a year earlier, and adjusted EPS of $1.77, up 11%. On the same day it announced a definitive agreement to acquire RUCKUS Networks from Vistance Networks for approximately $1.85 billion, and it guided second quarter 2026 revenue to $735 million to $750 million on a standalone basis.
Q1 2026 revenue $696 million, up 11% (7% organic); GAAP EPS $1.30 vs. $1.27 a year earlier
Q1 2026 net income $51 million vs. $52 million a year earlier; adjusted EPS $1.77 vs. $1.60
Q2 2026 guidance: revenue $735 million to $750 million; GAAP EPS $1.53 to $1.63; adjusted EPS $1.95 to $2.05, excluding RUCKUS
Broadridge reported fiscal third-quarter 2026 results for the period ended March 31, 2026, with total revenue up 8% to $1,954 million and diluted EPS up 15% to $2.36. The company raised two fiscal 2026 guidance measures but lowered its closed sales outlook, and it completed its acquisition of CQG on April 30, 2026.
Total revenue rose 8% to $1,954 million; diluted EPS rose 15% to $2.36 and Adjusted EPS rose 11% to $2.72.
Operating income rose 4% to $359 million, but operating margin fell to 18.4% from 19.0%.
FY26 guidance: recurring revenue growth at constant currency raised to at or above 7%; Adjusted EPS growth raised to 10-12% from 9-12%.
FY26 closed sales guidance revised down to $240-290 million from $290-330 million.
Parker Hannifin reported record fiscal third-quarter sales of $5.5 billion, up 11%, and adjusted EPS of $8.17, up 18%. The company raised its fiscal 2026 outlook, now expecting adjusted EPS of $31.20, and GAAP net income and diluted EPS declined year over year because the prior-year period included a one-time $180 million tax benefit.
Q3 sales rose 11% to a record $5.5 billion, with organic sales up 6.5%.
Diluted EPS was $7.06, down from $7.37 a year earlier, which included a one-time $1.37 discrete tax benefit; adjusted EPS rose 18% to a record $8.17.
Fiscal 2026 guidance: EPS of $27.10 ($31.20 adjusted) and reported sales growth of 7%.
Backlog reached a record $12.5 billion, and the company repurchased $275 million of shares in the quarter.
APi Group reported first-quarter 2026 net revenues of $1.98 billion, up 15.3% from a year earlier, or 10.4% on an organic basis. Net income rose 62.9% to $57 million, and adjusted diluted EPS rose 28.0% to $0.32. The company raised its full-year 2026 guidance for net revenues and adjusted EBITDA.
Adjusted EBITDA rose 21.8% to $235 million, and adjusted EBITDA margin increased 70 basis points to 11.9%.
Full-year 2026 net revenue guidance was raised to $8.475 billion to $8.675 billion, from $8.400 billion to $8.600 billion.
Full-year 2026 adjusted EBITDA guidance was raised to $1.150 billion to $1.210 billion, from $1.140 billion to $1.200 billion.
Second-quarter 2026 guidance calls for net revenues of $2.175 billion to $2.225 billion and adjusted EBITDA of $300 million to $310 million.
ATI reported first-quarter 2026 sales of $1.15 billion, up 1% from a year earlier, and net income attributable to ATI of $118 million, up 22%. The company raised its full-year 2026 adjusted EPS, adjusted EBITDA and adjusted free cash flow guidance, and its Board authorized an additional $500 million share repurchase, which matters to shareholders because it reflects higher profit and a larger capital return plan, though GAAP results include $26.4 million of pre-tax special charges.
Diluted EPS was $0.85 versus $0.67 a year earlier; adjusted EPS was $1.00 versus $0.72
Full-year 2026 adjusted EPS guidance raised to $4.20-$4.48 from $3.99-$4.27
Full-year adjusted free cash flow guidance raised to $465 million-$525 million from $430 million-$490 million
Board authorized an additional $500 million share repurchase; $545 million remained at end of first quarter
Hilton Grand Vacations reported first quarter 2026 net income attributable to stockholders of $66 million, or $0.79 diluted EPS, compared with a net loss of $17 million a year earlier, on total revenues of $1.285 billion. The company raised its full-year 2026 Adjusted EBITDA outlook, excluding deferrals and recognitions, to $1.225 billion to $1.265 billion from $1.185 billion to $1.225 billion. Results were reduced by a net construction deferral of $18 million, and contract sales were $719 million.
Total revenues were $1.285 billion versus $1.148 billion a year earlier; diluted EPS was $0.79 versus $(0.17).
Full-year 2026 Adjusted EBITDA outlook raised to $1.225 billion to $1.265 billion from $1.185 billion to $1.225 billion.
Repurchased 3.3 million shares for $150 million in the first quarter; $237 million remained under the 2025 Repurchase Plan as of April 23, 2026.
Real Estate Sales and Financing Adjusted EBITDA margin rose to 28.0% from 20.6%, while Resort Operations and Club Management margin fell to 31.8% from 34.0%.
Eli Lilly reported first-quarter 2026 revenue of $19.8 billion, up 56% from a year earlier, and reported EPS of $8.26 versus $3.06. The company raised its full-year 2026 revenue guidance to $82.0 billion to $85.0 billion and its non-GAAP EPS guidance to $35.50 to $37.00, which matters to shareholders because it raises the company's own outlook for the year.
Q1 2026 revenue was $19.8 billion, up 56% from $12.7 billion, driven by a 65% increase in volume, partly offset by a 13% decrease from lower realized prices.
Reported EPS was $8.26 versus $3.06; non-GAAP EPS was $8.55 versus $3.34.
Full-year 2026 revenue guidance rose to $82.0 billion to $85.0 billion from $80 billion to $83 billion; non-GAAP EPS guidance rose to $35.50 to $37.00 from $33.50 to $35.00.
Reported gross margin was 81.9% of revenue, down 0.6 percentage points, primarily due to lower realized prices.
Indivior reported first-quarter 2026 total net revenue of $317 million, up 19% from a year earlier, and GAAP net income of $89 million, or $0.69 per diluted share, versus $47 million, or $0.38, in the prior-year quarter. The company raised its full-year 2026 net revenue and adjusted EBITDA guidance, and said it will not advance two pipeline drugs internally, which shifts the company's focus toward its SUBLOCADE treatment.
Q1 2026 SUBLOCADE net revenue was $232 million, up 32% year over year; total net revenue was $317 million, up 19%.
GAAP net income was $89 million ($0.69 diluted EPS) versus $47 million ($0.38) a year earlier; adjusted EBITDA was $164 million, up 112%.
2026 net revenue guidance was raised to $1,215 million to $1,285 million from $1,125 million to $1,195 million; adjusted EBITDA guidance was raised to $620 million to $660 million from $535 million to $575 million.
Indivior will not pursue Phase 3 development of INDV-6001, and INDV-2000 did not meet its Phase 2 primary endpoint; the company will seek external partners for INDV-2000.
Quanta Services reported first-quarter 2026 revenue of $7.87 billion, up from $6.23 billion a year earlier, and net income attributable to common stock of $220.6 million, or $1.45 per diluted share, versus $0.96 in the first quarter of 2025. The company said it is increasing its full-year 2026 financial expectations, which now include revenue of $34.7 billion to $35.2 billion and diluted EPS of $9.17 to $9.87.
Q1 2026 revenue was $7.87 billion, compared with $6.23 billion in Q1 2025.
Q1 diluted EPS was $1.45 versus $0.96; adjusted diluted EPS was $2.68 versus $1.78.
Full-year 2026 revenue is now expected at $34.7 billion to $35.2 billion, and diluted EPS at $9.17 to $9.87.
Backlog reached a record $48.5 billion at March 31, 2026; Q1 cash flow from operations was $391.7 million.
Labcorp reported first-quarter 2026 revenue of $3.54 billion, up 5.8% from $3.35 billion a year earlier, and diluted EPS of $3.35 versus $2.52. The company raised its full-year 2026 revenue and adjusted EPS guidance, with the adjusted EPS range now $17.70 to $18.35 from $17.55 to $18.25. Headline profit and revenue measures improved, while total debt rose to $6.33 billion at quarter end due to pre-funding of maturing debt.
Q1 2026 revenue $3.54 billion vs. $3.35 billion, up 5.8%; diluted EPS $3.35 vs. $2.52
Q1 2026 adjusted EPS $4.25 vs. $3.84, up 10.6%
Full-year 2026 adjusted EPS guidance raised to $17.70–$18.35 from $17.55–$18.25; revenue guidance raised to 5.0%–6.1% growth
Quarterly dividend of $0.72 per share declared April 9, 2026, payable June 11, 2026 to holders of record May 29, 2026
L3Harris reported first quarter 2026 revenue of $5.7 billion, up 12% from a year earlier, and GAAP diluted EPS of $2.72, up 33%. The company raised its 2026 EPS guidance to $11.40-$11.60 from $11.30-$11.50, but free cash flow was negative $187 million in the quarter.
Revenue of $5,744 million, up from $5,132 million in the first quarter of 2025; organic growth of 15%
GAAP diluted EPS of $2.72 versus $2.04 a year earlier; operating margin 11.4%, up 120 bps
2026 EPS guidance raised to $11.40-$11.60 from $11.30-$11.50; free cash flow guidance of $3.0 billion unchanged
Cash used in operations was $95 million; free cash flow was negative $187 million versus negative $101 million a year earlier
Hyatt reported first quarter 2026 net income attributable to the company of $38 million, or $0.40 diluted EPS, compared with $20 million, or $0.19, a year earlier, and raised parts of its full-year 2026 outlook, including RevPAR and gross fees. Adjusted EBITDA guidance of $1,155 million to $1,205 million was also issued, though the company expects Distribution segment Adjusted EBITDA to decline by about $25 million in 2026.
Q1 2026 gross fees were $333 million, up 8.6% from the first quarter of 2025, and total revenues were $1,748 million versus $1,718 million.
Full-year 2026 outlook: comparable system-wide hotels RevPAR growth of 2.0% to 4.0%, gross fees of $1,305 million to $1,335 million, and net income of $255 million to $350 million.
The company repurchased $135 million of Class A common stock in the quarter and declared a $0.15 per share dividend payable June 11, 2026.
Hyatt revised its Adjusted EBITDA definition, and prior-period results were recast for comparability.
Kimco Realty reported first quarter 2026 net income available to common shareholders of $157.4 million, or $0.23 per diluted share, up from $0.18 a year earlier, and FFO of $0.46 per diluted share, up 4.5%. The company raised its full-year 2026 net income per diluted share outlook to $0.83 to $0.87 from $0.80 to $0.84, and kept its FFO outlook at $1.81 to $1.84 after a narrower range was moved up at the low end, which matters to shareholders as it reflects higher expected earnings.
Q1 2026 net income per diluted share $0.23 vs. $0.18 in Q1 2025; FFO $311.3 million, or $0.46 per diluted share, vs. $0.44
Full-year 2026 net income per diluted share outlook raised to $0.83 to $0.87 from $0.80 to $0.84; FFO outlook $1.81 to $1.84 vs. $1.80 to $1.84 previously
Same property NOI growth of 1.7% in Q1; full-year outlook raised to +2.8% to +3.5% from +2.5% to +3.5%
Quarterly common dividend declared at $0.26 per share, a 4.0% increase, payable June 18, 2026
Air Products reported fiscal second-quarter 2026 results on April 30, 2026, with adjusted EPS of $3.20, up 19% from a year earlier, and sales of $3.2 billion, up 9%. The company raised its full-year fiscal 2026 adjusted EPS guidance to $13.00 to $13.25, which suggests higher expected profit for shareholders, though the company said it remains cautious about the macroeconomic environment.
Q2 fiscal 2026 GAAP EPS was $3.19, compared with a loss of $7.77 a year earlier, which included about $2.9 billion in business and asset action charges.
Adjusted operating income was $753 million, up 19%, and adjusted operating margin was 23.7%, up from 21.6%.
Q3 fiscal 2026 adjusted EPS guidance is $3.25 to $3.35; full-year capital expenditure expectation of about $4.0 billion is unchanged.
Samsung selected Air Products to build, own and operate production facilities and a bulk specialty gas supply system for a new semiconductor fab in South Korea.
Iron Mountain reported first-quarter 2026 total revenue of $1.9 billion, up 21.6% from a year earlier, and net income of $149 million, compared with $16 million in the first quarter of 2025. The company raised its full-year 2026 guidance for total revenue, adjusted EBITDA and AFFO per share, and its board declared a quarterly dividend of $0.864 per share payable July 3, 2026.
Total revenue was $1,936 million, up 21.6% as reported and 18.6% excluding foreign exchange.
Net income was $149 million, or $0.48 per diluted share, versus $16 million, or $0.05, a year earlier.
Adjusted EBITDA was $708 million, up 22.1%, and AFFO was $426 million, or $1.43 per share.
Full-year 2026 total revenue guidance is $7,825 million to $7,925 million, up from $7,625 million to $7,775 million; AFFO per share guidance is $5.79 to $5.86, up from $5.69 to $5.79.
Darling Ingredients reported first quarter 2026 net income of $134.3 million, or $0.83 per diluted share, compared with a net loss of $26.2 million, or $0.16 per share, a year earlier. Combined Adjusted EBITDA rose to $406.8 million from $195.8 million, and the company guided second quarter 2026 core ingredients Adjusted EBITDA to $260-275 million. Total debt was $4.1 billion as of April 4, 2026.
Net income $134.3 million ($0.83 per diluted share) vs. net loss of $26.2 million ($0.16 per share) in Q1 2025
Total net sales $1.6 billion vs. $1.4 billion in Q1 2025
Combined Adjusted EBITDA $406.8 million vs. $195.8 million; Q2 2026 core ingredients Adjusted EBITDA guidance of $260-275 million
Total debt $4.1 billion and cash $116.0 million as of April 4, 2026; preliminary bank covenant leverage ratio 3.17x
Textron reported first-quarter 2026 revenue of $3.7 billion, up 12% from a year earlier, and diluted EPS of $1.25 versus $1.13. The company also said it intends to separate its Industrial segment, which includes Kautex and Textron Specialized Vehicles, from its aerospace and defense businesses, with completion targeted within 12 to 18 months and no assurance on timing or structure.
Revenue of $3.7 billion, up $389 million; diluted EPS $1.25 vs. $1.13; adjusted EPS $1.45 vs. $1.28
Manufacturing group cash use of $228 million before pension contributions, vs. $158 million a year earlier
Textron returned $168 million to shareholders through share repurchases in the quarter
Industrial separation options include a sale or a tax-free spin-off; completion targeted within 12 to 18 months
Royal Caribbean reported first-quarter 2026 net income of $0.9 billion, or $3.48 per share, up from $2.70 a year earlier, and total revenue of $4.5 billion, up 11%. It also set full-year 2026 Adjusted EPS guidance of $17.10 to $17.50, citing about $0.62 per share of higher fuel costs than prior guidance, partly offset by lower non-fuel costs and share repurchases.
Q1 2026 diluted EPS was $3.48 versus $2.70 in Q1 2025; Adjusted EPS was $3.60 versus $2.71.
Full-year 2026 Adjusted EPS is expected at $17.10 to $17.50, which the company says represents 11% year-over-year growth.
Fuel costs are expected to be about $0.62 per share higher than prior guidance, based on current at-the-pump rates.
Q1 shareholder returns totaled about $1.1 billion, including $836 million of share repurchases and $270 million of dividends.
Brunswick reported first-quarter 2026 net sales of $1,378.1 million, up 12.8% from a year earlier, and adjusted diluted EPS of $0.70, up 25%. The company raised its full-year 2026 adjusted diluted EPS guidance to $4.00 to $4.50, but GAAP operating earnings fell 10.7% to $50.3 million and free cash flow was negative $116.8 million for the quarter.
Q1 2026 GAAP diluted EPS was $0.32, up 6.7%; adjusted diluted EPS was $0.70, up 25%.
Full-year 2026 guidance: net sales $5.65 billion to $5.8 billion, adjusted diluted EPS $4.00 to $4.50, free cash flow $350 million or more.
Q1 GAAP operating earnings were $50.3 million, down 10.7%, including a $10.4 million supplier bankruptcy expense.
Q2 2026 guidance: revenue of $1.45 billion to $1.55 billion and adjusted diluted EPS of $1.10 to $1.20.
The Cigna Group reported first quarter 2026 results on April 30, 2026, with total revenues up 5% to $68.5 billion and shareholders' net income of $1.7 billion, or $6.26 per share, versus $1.3 billion, or $4.85 per share, a year earlier. It raised its full-year 2026 adjusted income from operations outlook to at least $30.35 per share, up $0.10, which points to higher expected per-share earnings for shareholders. Within Evernorth, Pharmacy Benefit Services adjusted pre-tax income fell 28%, while Cigna Healthcare adjusted pre-tax income rose 18%.
Total revenues rose 5% to $68.5 billion for the quarter ended March 31, 2026.
Shareholders' net income was $1.7 billion, or $6.26 per share, versus $1.3 billion, or $4.85 per share, in Q1 2025.
Adjusted income from operations was $2.1 billion, or $7.79 per share, versus $6.74 per share in Q1 2025.
2026 adjusted income from operations outlook is at least $30.35 per share, a $0.10 increase; Pharmacy Benefit Services adjusted pre-tax income fell 28%.
Wesco reported first-quarter 2026 net sales of $6.08 billion, up 13.8% from a year earlier, and diluted EPS of $3.11 versus $2.10. Adjusted diluted EPS rose 52.5% to $3.37, and the company raised its full-year 2026 outlook. Headline sales, profit and guidance all moved in the company's favor, though the filing does not give the revised outlook figures.
Net sales of $6,080.1 million, up 13.8%; organic sales up 12.3%
Diluted EPS of $3.11 versus $2.10; adjusted diluted EPS of $3.37 versus $2.21
Data center sales of $1.4 billion, up about 70%; record total backlog, up 22%
Operating cash flow of $221.4 million versus $28.0 million; company raised its 2026 outlook
Trane Technologies reported first-quarter 2026 net revenues of $4.97 billion, up 6%, and diluted GAAP continuing EPS of $2.66, down 2% from $2.71 a year earlier. Adjusted continuing EPS was $2.63, up 7%. The company raised its full-year 2026 guidance to reported revenue growth of about 9.5% and EPS of $14.75 to $14.95, while GAAP operating margin fell 190 basis points to 15.6%.
Q1 2026 net revenues of $4.97 billion, up 6%; organic revenues up 3%
GAAP continuing EPS of $2.66 versus $2.71 in Q1 2025; adjusted continuing EPS of $2.63, up 7%
Full-year 2026 guidance: reported revenue growth of about 9.5%, organic growth of about 7%, and EPS of $14.75 to $14.95
Record backlog of $10.7 billion at March 31, 2026; bookings up 27% to $6.7 billion
Benchmark Electronics reported first quarter 2026 revenue of $677 million, up from $632 million a year earlier, and diluted GAAP EPS of $0.36, up from $0.10. The company raised its full-year 2026 revenue growth outlook to 9-10%, from prior expectations of mid-single-digit growth, and gave second quarter guidance of $700 million to $740 million in revenue.
Q1 2026 revenue $677 million vs. $632 million in Q1 2025 and $704 million in Q4 2025
Diluted GAAP EPS $0.36 vs. $0.10 a year earlier; non-GAAP diluted EPS $0.58 vs. $0.52
Full-year 2026 revenue growth outlook raised to 9-10%, from mid-single digits
Q2 2026 guidance: revenue $700 million to $740 million; non-GAAP diluted EPS $0.65 to $0.71
Regency Centers reported first-quarter 2026 net income attributable to common shareholders of $125.1 million, or $0.68 per diluted share, up from $0.58 a year earlier. The company raised its 2026 net income per diluted share guidance to $2.45-$2.49 from $2.35-$2.39 and reaffirmed its Nareit FFO and Core Operating Earnings guidance.
Q1 2026 Nareit FFO was $1.20 per diluted share, up from $1.15; Core Operating Earnings was $1.16, up from $1.09.
Same Property NOI rose 4.4% year over year, and Same Property percent leased was 96.6%, flat year over year.
2026 net income per diluted share guidance raised to $2.45-$2.49 from $2.35-$2.39; Nareit FFO guidance of $4.83-$4.87 unchanged.
Board authorized a share repurchase program of up to $500 million on February 4, 2026, running until February 28, 2029.
Carpenter Technology reported fiscal third-quarter 2026 results for the period ended March 31, 2026, with net sales of $811.5 million, up 12% from a year earlier, and diluted EPS of $2.77 versus $1.88. The company raised its fiscal 2026 operating income guidance to $700 million to $705 million and its adjusted free cash flow outlook to approximately $350 million, which signals higher expected earnings and cash generation for shareholders.
Net sales were $811.5 million, up from $727.0 million in the prior-year quarter; diluted EPS was $2.77 versus $1.88.
Specialty Alloys Operations operating income was $208.0 million, with an adjusted operating margin of 35.6%.
Fourth-quarter fiscal 2026 operating income is expected to be between $205 million and $210 million.
The company repurchased $52.7 million of stock in the quarter, leaving $164.2 million under its $400.0 million program.
UDR reported first-quarter 2026 net income of $0.57 per diluted share, up from $0.23 a year earlier, and FFO of $0.63 per diluted share, up from $0.58. The company raised its full-year 2026 FFO guidance and will move from quarterly to monthly common dividends starting in July 2026, a change that affects shareholder cash distribution timing.
Q1 2026 FFO per diluted share was $0.63 versus $0.58 a year earlier; FFO as Adjusted was $0.62 versus $0.61.
Same-store net operating income fell 0.8% year over year, while same-store revenue rose 0.9%.
Full-year 2026 FFO per diluted share guidance rose to $2.48 to $2.58 from $2.47 to $2.57; FFO as Adjusted guidance was unchanged at $2.47 to $2.57.
Monthly common dividend of $0.145 per share begins with the July 31, 2026 payment, an annualized $1.74 per share.
Plexus reported fiscal second-quarter 2026 revenue of $1.164 billion, up 19% from a year earlier, with GAAP diluted EPS of $1.82 versus $1.41, both above its own guidance ranges. The company also guided fiscal third-quarter revenue to $1.200 billion to $1.250 billion, and said CFO Patrick Jermain will retire after July 31, 2026, with David Abuhl taking over as CFO on May 11, 2026.
Q2 fiscal 2026 revenue was $1,163.8 million, up from $980.2 million a year earlier; GAAP diluted EPS was $1.82 versus $1.41 and above the $1.53 to $1.68 guidance range
Fiscal Q3 2026 guidance: revenue of $1.200 billion to $1.250 billion and GAAP diluted EPS of $1.25 to $1.41
David Abuhl, formerly CFO of Enterprise Supply Chain at Kimberly-Clark, becomes SVP and CFO on May 11, 2026
Patrick Jermain's pay ends at retirement on July 31, 2026; his unvested RSUs and PSUs continue to vest under the retirement agreement
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