1,796 material Form 8-K filings that 1,448 companies we cover made with the SEC in May 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).
PAMT Corp reported first-quarter 2026 revenue of $141.9 million, down 8.7% from $155.3 million a year earlier, and a net loss of $0.01 million, or $0.00 per diluted share, compared with a net loss of $8.1 million, or $0.37 per share, in the first quarter of 2025. The filing says the result includes a one-time $12.7 million pre-tax gain on the sale of Laredo, Texas property, which added about $9.7 million after tax, so the smaller loss was driven largely by that gain while revenue declined. The company also said it intends to more actively repurchase shares in the second quarter of 2026.
Operating revenue of $141.9 million, down 8.7% from $155.3 million in the first quarter of 2025.
Net loss of $0.01 million ($0.00 per diluted share) versus a net loss of $8.1 million ($0.37 per share) a year earlier.
One-time $12.7 million pre-tax gain on the sale of Laredo, Texas real property, about $9.7 million after tax.
Operating loss of $0.3 million versus $9.2 million a year earlier; 472,845 shares remained available for repurchase as of March 31, 2026.
FTI Consulting reported first-quarter 2026 revenue of $983.3 million, up 9.5% from a year earlier, and diluted EPS of $1.90 compared with $1.74. Net income fell to $57.6 million from $61.8 million, and Adjusted EBITDA dropped to $96.8 million from $115.2 million, as higher direct costs, SG&A expenses, interest expense and a higher tax rate outweighed the revenue gain.
Revenue was $983.3 million, up $85.1 million or 9.5% from $898.3 million in the prior-year quarter.
Net income was $57.6 million versus $61.8 million; diluted EPS was $1.90 versus $1.74, which included a $0.55 special charge in the prior year.
Adjusted EBITDA was $96.8 million, or 9.8% of revenues, versus $115.2 million, or 12.8%, a year earlier.
The company reaffirmed full-year 2026 revenue guidance of $3.940 billion to $4.100 billion and EPS guidance of $8.90 to $9.60.
North European Oil Royalty Trust declared a second-quarter fiscal 2026 distribution of $0.22 per unit, up from $0.20 a year earlier and equal to the first-quarter fiscal 2026 payment. The trust said its monthly royalty payments are based on the prior quarter's royalties, so the quarter ending April 30, 2026 does not fully reflect recent higher prices.
Q2 fiscal 2026 distribution of $0.22 per unit, versus $0.20 for Q2 fiscal 2025 and $0.22 for Q1 fiscal 2026
Distribution payable May 27, 2026; the release lists the record date as May 13, 2036
Cumulative 12-month distribution of $1.01 per unit, up $0.54 (115%) from the prior 12-month total of $0.47 per unit
Additional details are expected in the 10-Q filing on or about May 30, 2026
DTE Gas Company, an indirect subsidiary of DTE Energy, furnished unaudited first-quarter 2026 financial statements showing higher operating revenues, operating income and net income than a year earlier. The filing also notes a pending rate case seeking a $163 million net increase in base rates, with a final Michigan Public Service Commission order expected in September 2026.
Operating revenues were $923 million for the quarter ended March 31, 2026, up from $868 million a year earlier.
Net income was $209 million versus $205 million, and operating income was $305 million versus $297 million.
Cost of gas rose to $373 million from $326 million, and interest expense rose to $35 million from $32 million.
DTE Gas requested a net base rate increase of $163 million; a final MPSC order is expected in September 2026.
Portland General Electric reported first-quarter 2026 GAAP net income of $45 million, or $0.38 per diluted share, down from $100 million, or $0.91, a year earlier, and total revenues of $879 million versus $928 million. The company attributed the decline to an unusually mild winter and lower seasonal usage, and reaffirmed its 2026 adjusted earnings guidance of $3.33 to $3.53 per diluted share.
GAAP net income was $45 million ($0.38 per diluted share) for Q1 2026, versus $100 million ($0.91) in Q1 2025.
Non-GAAP net income was $68 million ($0.58 per diluted share) after excluding regulatory deferral and business transformation items.
Total revenues were $879 million, compared with $928 million a year earlier.
2026 adjusted EPS guidance of $3.33 to $3.53 was reaffirmed; PGE expects the Washington acquisition from PacifiCorp to close in 2027.
Iradimed reported first-quarter 2026 revenue of $22.0 million, up 13%, and record GAAP diluted EPS of $0.45, up 22%. The company reaffirmed its full-year 2026 guidance and declared a $0.20 per share quarterly dividend, but its second-quarter 2026 revenue guidance of $20.0 million to $21.0 million sits below the first-quarter result.
Q1 2026 revenue was $22.0 million, up from $19.5 million; net income was $5.8 million, or $0.45 per diluted share, versus $0.37 a year earlier
Full-year 2026 guidance reaffirmed: revenue of $91.0 million to $96.0 million and GAAP diluted EPS of $1.90 to $2.05
Q2 2026 guidance: revenue of $20.0 million to $21.0 million and GAAP diluted EPS of $0.40 to $0.44
Quarterly dividend of $0.20 per share, record date May 15, 2026, payable May 29, 2026
Matthews International reported fiscal second-quarter 2026 sales of $258.6 million, down from $427.6 million a year earlier, after divestitures. The company posted a GAAP net loss of $21.8 million, or $0.69 per diluted share, while non-GAAP EPS rose to $0.37 from $0.34 and it kept its fiscal 2026 adjusted EBITDA guidance of $180 million.
Sales were $258.6 million versus $427.6 million a year earlier; Brand Solutions reported no sales in the quarter after its divestiture.
GAAP net loss was $21.8 million, or $0.69 per diluted share, compared with a net loss of $8.9 million, or $0.29 per share, a year earlier.
Non-GAAP EPS was $0.37 versus $0.34; total adjusted EBITDA was $44.7 million versus $51.4 million.
Fiscal 2026 adjusted EBITDA guidance of $180 million was maintained, including an estimated 40% share of Propelis adjusted EBITDA.
Estée Lauder reported fiscal third-quarter 2026 net sales up 5% to $3.7 billion, with adjusted diluted EPS up 40% to $0.91, while reported diluted EPS fell 45% to $0.24 after restructuring charges and an $84 million securities class action loss contingency. The company raised its fiscal 2026 outlook for organic sales growth and adjusted operating margin, and gave a preliminary fiscal 2027 view, which matters to shareholders because the profit picture depends heavily on which measure is used.
Net sales rose 5% to $3.7 billion; organic net sales rose 2%, with Fragrance organic sales up 10%
Reported diluted EPS was $0.24 versus $0.44 a year earlier; adjusted diluted EPS was $0.91 versus $0.65
Fiscal 2026 outlook now assumes adjusted diluted EPS of $2.35 to $2.45 and adjusted operating margin of 10.7% to 11.0%
Quarterly dividend of $0.35 per share is payable June 15, 2026 to holders of record on May 29, 2026
WisdomTree reported first-quarter 2026 operating revenues of $159.5 million, up 8.2% from the prior quarter, but a net loss of $23.1 million, or $0.17 per diluted share, driven by a $62.3 million loss on convertible note transactions. The company also completed its $200.0 million cash acquisition of Atlantic House on May 1, 2026, and declared a $0.03 quarterly dividend.
Operating revenues of $159.5 million, up 8.2% from the fourth quarter of 2025
Net loss of $23.1 million, or $0.17 per diluted share, versus net income of $40.0 million in the fourth quarter of 2025
Adjusted diluted EPS of $0.27, down from $0.29 in the fourth quarter of 2025 (non-GAAP)
Atlantic House acquisition closed May 1, 2026 for £150.0 million (approximately $200.0 million) in cash, subject to post-closing adjustments
IES Holdings reported fiscal 2026 second-quarter revenue of $974 million, up 17%, and operating income of $112.3 million, up 21%, both compared with the same quarter a year earlier. Results were helped by strong data center demand and the January 2026 acquisition of Gulf Island Fabrication, while the Residential segment's operating income fell sharply. The company also said it is substantially raising its capital spending outlook for the rest of fiscal 2026.
Revenue $974 million vs. $834 million; operating income $112.3 million vs. $92.7 million
Diluted EPS $5.44 vs. $3.50; adjusted diluted EPS $4.16 vs. $3.30, a non-GAAP measure
Net income included a $37.3 million gain on marketable securities in the quarter
Residential segment operating income fell to $6.4 million from $22.7 million; backlog reached $3.9 billion at March 31, 2026
Piper Sandler reported first-quarter 2026 net revenues of $474 million, up 33% from a year earlier and down 29% from the fourth quarter of 2025, and net income attributable to the company of $65 million, or $0.92 per diluted share, roughly flat with $0.91 a year earlier. The board also raised the quarterly cash dividend 14% to $0.20 per share, payable June 12, 2026 to holders of record on May 29, 2026.
Net revenues of $474 million, up 33% year over year and down 29% from Q4 2025
Diluted EPS of $0.92 versus $0.91 in Q1 2025 and $1.60 in Q4 2025; adjusted EPS was $1.00 versus $1.02 a year earlier
Advisory services revenues of $251 million, up 16% year over year; corporate financing revenues of $73 million, more than double the year-ago quarter
Quarterly dividend raised to $0.20 per share from the prior $0.175, payable June 12, 2026
Gates Industrial reported first-quarter 2026 net sales of $851.1 million, up 0.4% from the prior-year period, but core sales fell 2.9% and net income attributable to shareholders declined to $59.7 million from $62.0 million. The company reiterated its full-year 2026 guidance, so shareholders see slightly higher reported sales alongside lower earnings and no change to the outlook.
Net sales were $851.1 million, up 0.4%, with core sales down 2.9%.
Diluted EPS was $0.23 versus $0.24 a year earlier; Adjusted Net Income per diluted share was $0.35 versus $0.36.
Adjusted EBITDA was $177.4 million, with a 20.8% margin, versus $187.3 million and 22.1% a year earlier.
2026 guidance was maintained, including core sales growth of 1% to 4% and Adjusted EBITDA of $775 million to $835 million.
Federal Realty Investment Trust reported first-quarter 2026 results, with Nareit FFO of $1.88 per diluted share, up 10.6% from $1.70 a year earlier. The company raised and tightened its 2026 Nareit FFO and Core FFO guidance to $7.46 to $7.55 per diluted share, from $7.42 to $7.52. Reported net income per diluted share of $1.81 included a $92.7 million gain on sale of real estate.
Nareit FFO and Core FFO were each $162.6 million, or $1.88 per diluted share, for the quarter ended March 31, 2026, versus $1.70 in the first quarter of 2025.
Net income per diluted share was $1.81, compared with $0.72 a year earlier, and included a $92.7 million gain on sale of real estate.
2026 Nareit FFO and Core FFO guidance was raised to $7.46 to $7.55 per diluted share from $7.42 to $7.52.
The Board declared a regular quarterly dividend of $1.13 per common share, payable July 15, 2026.
Colgate-Palmolive reported first-quarter 2026 net sales of $5,324 million, up 8.4%, while GAAP diluted EPS fell 6% to $0.80 and base business EPS rose 7% to $0.97. On April 30, 2026, the board expanded its Strategic Growth and Productivity Program, raising estimated cumulative pretax charges to $350 million to $550 million from $200 million to $300 million.
Net sales rose to $5,324 million from $4,911 million; organic sales grew 2.9%.
GAAP diluted EPS was $0.80 versus $0.85; base business EPS was $0.97 versus $0.91.
Program charges now estimated at $350 million to $550 million, with $200 million to $300 million in annual savings once implemented.
Full-year 2026 sales and EPS guidance was maintained, but GAAP and base business gross profit margin is now expected to decline, versus a prior expectation of an increase.
Dominion Energy reported first-quarter 2026 operating earnings of $847 million ($0.95 per share), up from $803 million ($0.93 per share) a year earlier, on revenue of $5,019 million versus $4,076 million. GAAP net income fell to $621 million ($0.69 per share) from $665 million ($0.77 per share), mainly due to $335 million in pre-tax adjustments, including a $78 million impairment of nonregulated solar facilities. The company affirmed its full-year 2026 operating earnings guidance of $3.45 to $3.69 per share.
Operating earnings rose to $847 million ($0.95 per share) from $803 million ($0.93 per share) a year earlier.
GAAP net income fell to $621 million ($0.69 per share) from $665 million ($0.77 per share).
Operating revenue was $5,019 million, up from $4,076 million in the first quarter of 2025.
Full-year 2026 operating earnings guidance of $3.45 to $3.69 per share (midpoint $3.57) was affirmed.
Cboe reported first-quarter 2026 diluted EPS of $3.66, up 54% from a year earlier, on net revenue of $728.9 million, up 29%. The company raised its 2026 organic net revenue growth target and lowered its adjusted operating expense guidance, while announcing further strategic realignment actions with pre-tax restructuring charges of $36 million to $46 million and a planned workforce reduction of about 20% when combined with earlier actions.
Q1 2026 diluted EPS $3.66, up 54%; net revenue $728.9 million, up 29%; both described as records
2026 organic total net revenue growth target raised to 'low double-digit to mid-teens' from 'mid single-digit'
2026 adjusted operating expense guidance lowered to $838 million to $853 million from $864 million to $879 million
Restructuring charges of approximately $36 million to $46 million, mostly severance, with annualized savings of $40 million to $50 million and $20 million to $25 million realized in 2026
CubeSmart reported first-quarter 2026 results on April 30, 2026. Diluted EPS was $0.36, down from $0.39 a year earlier, and FFO, as adjusted, per diluted share was $0.63, down 1.6% from $0.64, while total revenue rose to $281.9 million from $273.0 million. The company also issued 2026 guidance of $1.55 to $1.63 in diluted EPS and $2.52 to $2.60 in FFO, as adjusted, per diluted share, but the filing does not state the prior guidance figures for comparison.
Diluted EPS was $0.36 versus $0.39 a year earlier; net income attributable to common shareholders was $82.9 million versus $89.2 million.
Same-store NOI fell 1.5% as same-store revenue rose 0.6% and same-store operating expenses rose 5.8%; period-end occupancy was 89.3% versus 89.6%.
The company repurchased 0.9 million shares for $33.4 million and paid a $0.53 quarterly dividend on April 15, 2026.
2026 guidance: diluted EPS of $1.55 to $1.63 and FFO, as adjusted, per diluted share of $2.52 to $2.60.
TXNM Energy reported first-quarter 2026 results, with GAAP diluted earnings per share of $0.03, down from $0.10 a year earlier, and ongoing diluted EPS of $0.21, up from $0.19. The company will not issue 2026 earnings guidance while its proposed acquisition by Blackstone Infrastructure is pending, and it updated its 2026-2030 capital plan to $10.2 billion.
GAAP net earnings attributable to TXNM Energy were $3.7 million, versus $8.9 million in Q1 2025.
Ongoing net earnings were $23.8 million, versus $18.1 million in Q1 2025.
No 2026 earnings guidance will be issued during the pendency of the Blackstone Infrastructure transaction, which the company expects to close in the second half of 2026.
The updated 2026-2030 consolidated capital investment plan totals $10.2 billion.
Church & Dwight reported first-quarter 2026 net sales of $1,469.3 million, up 0.2% from a year earlier, with reported diluted EPS of $0.91 versus $0.89 and adjusted EPS of $0.95, above its $0.92 outlook. The company reiterated its full-year 2026 outlook, including reported EPS growth of 18% to 22% and adjusted EPS growth of 5% to 8%, and expects second-quarter adjusted EPS of $0.88.
Organic sales grew 5.0% versus the company's 3% outlook, with volume up 5.3%.
Adjusted gross margin was 46.4%, up 130 basis points; GAAP net income was $216.3 million versus $220.1 million a year earlier.
Cash from operations was $174.8 million, down $10.9 million from the prior year; total debt was $2.2 billion as of March 31, 2026.
Full-year 2026 outlook: reported sales down 1.5% to 0.5%, organic growth of 3% to 4%, and cash from operations of about $1.15 billion.
Terex reported first-quarter 2026 sales of $1.7 billion, up 41% on a reported basis and 11% on a pro forma basis, after adding REV Group, now its Specialty Vehicles segment. The company posted a loss from continuing operations of $93 million, or $0.97 per share, which it attributed to merger-related and non-cash charges, while adjusted EPS was $0.98. Terex reaffirmed its full-year 2026 outlook of $7.5 billion to $8.1 billion in sales and $930 million to $1 billion in EBITDA.
First-quarter sales of $1.7 billion, up 41.1% from $1.2 billion a year earlier; pro forma sales up 11%.
Loss from continuing operations of $93 million, or $0.97 per share, versus income of $21 million, or $0.31 per share, in Q1 2025.
Adjusted EPS of $0.98 versus $0.83 a year earlier; backlog of $7.1 billion.
2026 EPS outlook of $4.50 to $5.00 reaffirmed; conference call held May 1, 2026 at 8:30 a.m. ET.
Newell Brands reported first quarter 2026 net sales of $1.5 billion, down 1.1% from a year earlier, with core sales down 3.5%. The company said results were ahead of its expectations and raised its full year 2026 outlook for net sales, core sales and normalized earnings per share, though normalized diluted loss per share widened to $0.05 from $0.01.
Q1 net sales were $1.5 billion, down 1.1%; core sales fell 3.5%. Reported net loss narrowed to $33 million from $37 million.
Normalized diluted loss per share was $0.05 versus $0.01 a year earlier; normalized EBITDA was $135 million versus $136 million.
Full year 2026 normalized EPS outlook is now $0.56 to $0.60, up from $0.54 to $0.60; net sales outlook is now flat to 2%, up from (1%) to 1%.
Q2 2026 outlook calls for net sales of flat to 2% and normalized EPS of $0.16 to $0.19.
Virtus Investment Partners reported first-quarter 2026 diluted EPS of $1.05, down from $4.05 a year earlier, and revenue of $199.5 million, down 8%. Net income attributable to the company fell 75% to $7.1 million, weighed by $1.69 per share of investment losses and $0.62 per share of acquisition and integration costs, along with net outflows of $8.4 billion. The release contains results only and no guidance.
Diluted EPS of $1.05 vs. $4.05 a year earlier and $5.17 in Q4 2025; adjusted diluted EPS of $5.38 vs. $6.38 a year earlier
Revenue of $199.5 million, down 8% from $217.9 million; GAAP operating income of $15.4 million vs. $36.6 million
Ending assets under management of $149.0 billion at March 31, 2026, down 11% from $167.5 billion; net flows of ($8.4) billion
Closed majority investment in Keystone for $200 million on March 1, 2026; cash fell to $136.6 million from $386.5 million at December 31, 2025
AutoNation reported first quarter 2026 revenue of $6.6 billion, down 2% from a year earlier, and operating income of $314.3 million, down 6%. GAAP diluted EPS rose to $5.85 from $4.45, but this includes $54 million of net gains on equity investments, and adjusted EPS was flat at $4.69. The company repurchased $300 million of its shares in the quarter, reducing its share count by 4%.
Revenue was $6,552.1 million versus $6,690.4 million a year earlier, a 2% decrease.
Operating income was $314.3 million, down 6%; adjusted operating income was $311.7 million, down 7%.
GAAP diluted EPS was $5.85 versus $4.45; adjusted diluted EPS was $4.69 versus $4.68, excluding $54 million of net gains on equity investments.
AutoNation repurchased 1.5 million shares for $300 million in the quarter and $391 million year-to-date through April 29, 2026, with more than $685 million of authorization remaining.
Shenandoah Telecommunications (Shentel) reported first quarter 2026 total revenue of $92.2 million, up 4.8% from a year earlier, and Adjusted EBITDA of $31.7 million, up 15.0%. Net loss widened to $15.8 million from $9.1 million, and the company reiterated its 2026 revenue guidance of $370 million to $377 million and Adjusted EBITDA guidance of $131 million to $136 million.
Glo Fiber Expansion Markets revenue rose 34.6% to $24.8 million, while Incumbent Broadband Markets revenue fell 5.1% to $41.1 million.
Net loss per share was $0.31 versus $0.19 a year earlier; interest expense rose to $9.4 million from $4.9 million.
Total available liquidity was $194.5 million as of March 31, 2026, including $43.8 million of unrestricted cash.
The company reiterated 2026 guidance and said a reduction in force of about 10% of employees is expected to save $12.3 million annually beginning in 2027.
Lear reported first quarter 2026 sales of $5.8 billion, up 5% from a year earlier, and net income attributable to Lear of $172 million, up from $81 million. Adjusted earnings per share were $3.87, up 24% from $3.12, and the company reaffirmed its full-year 2026 financial outlook across all metrics.
Sales of $5.8 billion, up 5% from $5.6 billion; organic sales up 3%
Earnings per share of $3.34 vs. $1.49; adjusted EPS of $3.87 vs. $3.12
Free cash flow was $(27) million vs. $(232) million a year earlier; $75 million of shares repurchased in the quarter
2026 outlook maintained, including net sales of $23,210 million to $24,010 million and core operating earnings of $1,030 million to $1,200 million
Atmus reported first-quarter 2026 net sales of $478 million, up 14.6% from $417 million a year earlier, and diluted EPS of $0.59 versus $0.54. The company said the sales increase was driven mainly by the Koch Filter acquisition, which closed on January 7, 2026, and it reaffirmed full-year 2026 guidance for shareholders.
Net sales of $478 million vs. $417 million; GAAP net income of $48 million vs. $45 million
Adjusted EPS of $0.69 vs. $0.63; adjusted EBITDA of $95 million with a 19.8% margin
2026 guidance reaffirmed: net sales of $1,945 million to $2,015 million and adjusted EPS of $2.75 to $3.00
Repurchased $7 million of common stock in the quarter; $62 million remained under the $150 million program as of March 31, 2026
Linde reported first-quarter 2026 sales of $8.8 billion, up 8% from a year earlier, and diluted EPS of $3.98, up 13%. The company also projected full-year 2026 adjusted EPS of $17.60 to $17.90, which it says is 7% to 9% growth, and second-quarter adjusted EPS of $4.40 to $4.50.
Q1 2026 sales $8.8 billion, up 8%; underlying sales up 3%
Reported diluted EPS $3.98, up 13%; adjusted EPS $4.33, up 10%
Adjusted operating margin 30.0%, down 10 basis points year over year
nVent reported first-quarter 2026 net sales of $1.2 billion, up 53%, and GAAP diluted EPS of $0.86, up 65%. The company raised its full-year 2026 sales and EPS guidance, with GAAP EPS now expected at $3.68 to $3.78, up from $3.27 to $3.42, which points to higher expected earnings for shareholders.
Q1 2026 net sales $1.2 billion, up 53%; organic sales up 34%
Q1 GAAP diluted EPS $0.86, up 65%; adjusted EPS $1.09, up 63%
Full-year 2026 GAAP EPS guidance raised to $3.68 to $3.78 from $3.27 to $3.42; adjusted EPS guidance raised to $4.45 to $4.55 from $4.00 to $4.15
Second-quarter 2026 adjusted EPS expected at $1.12 to $1.15; regular dividend of $0.21 per share payable May 8, 2026
Cinemark Holdings reported first quarter 2026 results for the period ended March 31, 2026. Total revenue rose 18.9% to $643.1 million and the net loss attributable to shareholders narrowed to $(6.4) million, or $(0.06) per share, from $(38.9) million, or $(0.32) per share, a year earlier. Adjusted EBITDA more than doubled to $88.5 million, and management called it the strongest first quarter since the pandemic began, though the company still posted a loss.
Total revenue of $643.1 million versus $540.7 million a year earlier, with attendance of 39.0 million patrons.
Net loss attributable to Cinemark Holdings of $(6.4) million, or $(0.06) per diluted share, compared with $(38.9) million, or $(0.32) per share.
Cash and cash equivalents fell to $261.7 million from $344.3 million at December 31, 2025; free cash flow was $(58.1) million.
The company reported a net leverage ratio of 2.6x and will host a webcast today at 8:30 am ET.
Affiliated Managers Group reported first-quarter 2026 results that improved sharply from a year earlier, with diluted EPS of $3.84 versus $2.20 and Economic EPS of $8.23, up 58%. The company also declared a $0.01 per share quarterly dividend and repurchased approximately $186 million of common stock during the quarter.
Consolidated revenue of $544.9 million, up from $496.6 million in the first quarter of 2025
Net income attributable to the controlling interest of $110.4 million, up from $72.4 million
Record assets under management of $882.0 billion and net client cash flows of $22.5 billion
Quarterly dividend of $0.01 per share, payable May 26, 2026 to holders of record on May 11, 2026
Aon reported first-quarter 2026 results, with total revenue up 6% to $5.0 billion, diluted EPS up 27% to $5.63, and adjusted EPS up 14% to $6.48. The company reaffirmed its full-year 2026 guidance, including mid-single-digit or greater organic revenue growth and double-digit free cash flow growth, and returned $662 million to shareholders.
Total revenue rose 6% to $5.0 billion; organic revenue growth was 5%
Diluted EPS was $5.63 versus $4.43; adjusted EPS was $6.48 versus $5.67
Free cash flow was $363 million, up 332% from $84 million
2026 guidance reaffirmed; a 10% quarterly dividend increase was announced April 10
HF Sinclair reported first quarter 2026 net income attributable to stockholders of $648 million, or $3.56 per diluted share, compared with a net loss of $4 million, or $(0.02) per share, a year earlier. Sales and other revenues rose 12% to $7.12 billion, and the company declared a regular quarterly dividend of $0.50 per share, unchanged from the prior year, for shareholders. Reported results include a $604 million benefit from lower of cost or market inventory valuation adjustments in the Refining segment, and the company also reported adjusted net income of $127 million, or $0.69 per diluted share.
Adjusted net income attributable to stockholders was $127 million, or $0.69 per diluted share, versus an adjusted net loss of $50 million, or $(0.27) per share, in Q1 2025.
Sales and other revenues were $7,123 million, up $753 million, or 12%, from $6,370 million in Q1 2025.
Regular quarterly dividend of $0.50 per share is payable June 2, 2026, to holders of record on May 11, 2026.
Cash and cash equivalents were $1,148 million at March 31, 2026, up from $978 million at December 31, 2025; consolidated debt was $2,771 million.
Moderna reported first-quarter 2026 revenue of $389 million, up $281 million from the same period in 2025, with about 80% from international markets. The company posted a net loss of $1.3 billion, or $(3.40) per share, including a $0.9 billion litigation settlement charge, and reiterated its target of up to 10% revenue growth for 2026 while now projecting year-end cash and investments of $4.5 to $5.0 billion.
Revenue was $389 million in Q1 2026 versus $108 million in Q1 2025; Q1 net loss was $(1.3) billion versus $(1.0) billion a year earlier.
Loss per share was $(3.40) versus $(2.52); the litigation settlement had a $(2.22) per-share impact.
For 2026, Moderna targets up to 10% revenue growth; cost of sales is now expected to be about $1.8 billion, including the $0.9 billion charge.
Cash and investments were $7.5 billion at March 31, 2026; a $950 million settlement payment is expected in Q3 2026.
LyondellBasell reported first-quarter 2026 net income of $125 million, or $0.38 per diluted share, compared with a net loss of $140 million in the fourth quarter of 2025 but lower than $177 million, or $0.54 per share, in the first quarter of 2025. The company also said it completed the sale of four European sites to AEQUITA, and it expects significant sequential improvement across most businesses in the second quarter.
Net income was $125 million ($0.38 per diluted share) versus $177 million ($0.54 per share) a year earlier; excluding identified items, EPS was $0.49.
Sales and other operating revenues were $7,197 million, up from $7,091 million in the fourth quarter of 2025 and down from $7,677 million in the first quarter of 2025.
EBITDA was $568 million, or $615 million excluding identified items, compared with $655 million in the first quarter of 2025.
On May 1, 2026, LYB announced completion of the sale of select European olefins and polyolefins assets to AEQUITA under an agreement dated October 29, 2025.
Xenia Hotels & Resorts reported first quarter 2026 net income attributable to common stockholders of $19.8 million, or $0.21 per share, up from $15.6 million, or $0.15 per share, a year earlier. The company raised its full-year 2026 guidance for net income, Adjusted EBITDAre, Adjusted FFO and Adjusted FFO per diluted share, which matters to shareholders because it signals higher expected earnings for the year.
Q1 2026 net income attributable to common stockholders was $19.8 million, or $0.21 per share, versus $15.6 million, or $0.15 per share, in Q1 2025
Adjusted FFO per diluted share was $0.63, up 23.5% from $0.51; Same-Property RevPAR rose 7.4% to $205.93
Full-year 2026 guidance: net income of $24 million to $40 million (previously $21 million to $41 million); Adjusted FFO per diluted share of $1.86 to $2.02 (previously $1.78 to $1.99)
Company paid off the $52 million mortgage loan on Grand Bohemian Hotel Orlando; April Same-Property RevPAR was estimated to be up nearly 6% versus April 2025
Lazard reported first-quarter 2026 U.S. GAAP net revenue of $757 million, up 17% from a year earlier, and GAAP diluted EPS of $0.91, up from $0.56. On an adjusted basis, net revenue rose 5% to $673 million, but adjusted diluted EPS fell 25% to $0.42, with Financial Advisory revenue down and Asset Management revenue up. Shareholders also get a quarterly dividend of $0.50 per share and an announced agreement to acquire Campbell Lutyens, expected to close in the second half of 2026.
GAAP net income was $101 million, or $0.91 per diluted share, versus $60 million, or $0.56, a year earlier; the filing cites a non-cash gain on the Edgewater management vehicles sale within GAAP net revenue.
Adjusted net income was $47 million, or $0.42 per diluted share, down from $60 million, or $0.56, a year earlier.
Financial Advisory net revenue was $360 million, down 2% year-over-year; Asset Management net revenue was $410 million, up 42%.
Board declared a $0.50 quarterly dividend, payable May 22, 2026, to holders of record on May 11, 2026.
JAKKS Pacific issued a press release on April 30, 2026 announcing first quarter 2026 results, and held a teleconference the same day. The 8-K filing attaches the press release but does not state the revenue, profit or guidance figures, so the financial direction cannot be confirmed from this filing alone. The board also declared a quarterly cash dividend of $0.25 per share, payable June 29, 2026 to holders of record on May 29, 2026.
First quarter 2026 results released April 30, 2026; the filing itself does not state revenue, profit or guidance figures.
Board declared a quarterly cash dividend of $0.25 per common share on April 29, 2026.
Dividend payable June 29, 2026 to shareholders of record at close of business May 29, 2026.
Results teleconference and webcast held April 30, 2026 at 5:00 p.m. ET / 2:00 p.m. PT.
Chevron reported first quarter 2026 earnings of $2.2 billion ($1.11 per share diluted), down from $3.5 billion ($2.00 per share) a year earlier, while sales and other operating revenues rose to $47.6 billion from $46.1 billion. The company said timing effects of about $2.9 billion and a $360 million net loss tied to a legal reserve weighed on results, and it returned $6.0 billion to shareholders, including a declared quarterly dividend of $1.78 per share.
Earnings were $2.2 billion ($1.11 per share diluted) versus $3.5 billion ($2.00 per share) in Q1 2025; adjusted earnings were $2.8 billion ($1.41 per share) versus $3.8 billion ($2.18 per share).
Net loss of $360 million related to a legal reserve was included in the quarter; foreign currency effects reduced earnings by $223 million.
Cash returned to shareholders totaled $6.0 billion, including $2.5 billion in share repurchases and $3.5 billion in dividends.
Board declared a quarterly dividend of $1.78 per share, payable June 10, 2026, to holders of record at the close of business on May 19, 2026.
Proto Labs reported first quarter 2026 revenue of $139.3 million, up 10.4% from a year earlier, and GAAP net income of $8.1 million, or $0.33 per diluted share, compared with $3.6 million, or $0.15, in the first quarter of 2025. The company also guided to second quarter 2026 revenue of $140.0 million to $148.0 million and full-year 2026 revenue growth of 6% to 8%.
Revenue was $139.3 million, up 10.4% from $126.2 million in Q1 2025; CNC Machining revenue grew 19.7%.
GAAP diluted EPS was $0.33 versus $0.15 a year earlier; non-GAAP diluted EPS was $0.54 versus $0.33.
Adjusted EBITDA was $22.8 million, or 16.3% of revenue, compared with $17.4 million, or 13.8%, in Q1 2025.
Q2 2026 outlook: revenue of $140.0 million to $148.0 million and non-GAAP diluted EPS of $0.50 to $0.58; full-year 2026 revenue growth of 6% to 8%.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.