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).
Avista Corp. reported first-quarter 2026 GAAP net income of $92 million, or $1.11 per diluted share, up from $79 million, or $0.98, a year earlier. Non-GAAP utility earnings were $91 million, or $1.10 per share, compared with $82 million, or $1.01, in the first quarter of 2025. The company confirmed its 2026 non-GAAP utility earnings guidance of $2.52 to $2.72 per diluted share, which the company said is on track.
GAAP net income was $92 million, or $1.11 per diluted share, versus $79 million, or $0.98, in Q1 2025.
Non-GAAP utility earnings were $91 million, or $1.10 per diluted share, versus $82 million, or $1.01, in Q1 2025.
2026 non-GAAP utility earnings guidance was confirmed at $2.52 to $2.72 per diluted share, assuming normal weather and an ERM impact of ($0.10) per diluted share.
Results were released in Exhibit 99.1, and a webcast for analysts and investors is set for May 5, 2026 at 10:30 a.m. ET.
KBR reported first quarter fiscal 2026 revenues of $1.9 billion, down 5% from a year earlier, mainly due to the expected runoff of EUCOM contingency scope. Net income attributable to KBR fell 12% to $102 million and diluted EPS fell 9% to $0.80, while Adjusted EBITDA rose 1% to $251 million. KBR reaffirmed its full-year fiscal 2026 guidance and said it is still pursuing the planned spin-off of Mission Technology Solutions, targeted for January 4, 2027.
Revenues were $1.9 billion, down $95 million or 5%, primarily due to the expected runoff of EUCOM contingency scope.
Net income attributable to KBR was $102 million, down 12%; diluted EPS was $0.80 versus $0.88 a year earlier.
Adjusted EPS was $0.96, down 5%; Adjusted EBITDA was $251 million, up 1%.
KBR reaffirmed fiscal 2026 guidance, including revenues of $7.90 billion to $8.36 billion and Adjusted EPS of $3.87 to $4.22.
Terex reported first-quarter 2026 sales of $1.7 billion, up 41% on a reported basis and 10.8% on a proforma basis, with EPS of $0.98, up 18% year over year. The company reaffirmed its full-year 2026 outlook and said it is continuing a strategic review of its Aerials business with multiple interested parties, without giving details.
Q1 sales of $1.7 billion, up $505 million or 41% reported; proforma growth of 10.8%
Q1 EPS of $0.98 included approximately $0.10 of one-time tax benefit; Q1 EBITDA margin was 9.9%, down 50 basis points
Backlog reached $7.1 billion; 2026 outlook reaffirmed with sales of $7.5 billion to $8.1 billion and EPS of $4.50 to $5.00
Strategic review of the Aerials business is ongoing; no specific details were disclosed
Black Stone Minerals reported first quarter 2026 results on May 4, 2026. Net income fell to $13.3 million from $15.9 million a year earlier, weighed down by a $64.6 million loss on commodity derivatives, even though production and oil and gas revenue rose. The partnership also declared a $0.30 per unit distribution for the quarter, with distribution coverage of 1.20x.
Net income was $13.3 million versus $15.9 million in Q1 2025; the derivative loss included a $52.3 million unrealized loss.
Production averaged 37.0 MBoe/d versus 35.5 MBoe/d a year earlier; oil and gas revenue was $117.5 million versus $108.3 million.
Adjusted EBITDA was $87.0 million, essentially flat year over year; distributable cash flow was $76.5 million versus $78.5 million.
Distribution of $0.30 per unit is payable May 15, 2026 to unitholders of record on May 8, 2026.
Duke Energy reported first-quarter 2026 reported EPS of $1.97 and adjusted EPS of $1.93, up from $1.76 in both measures for the first quarter of 2025. The company reaffirmed its 2026 adjusted EPS guidance of $6.55 to $6.80, which matters to shareholders because it signals the company still expects its full-year outlook to hold.
Reported EPS was $1.97 versus $1.76 a year earlier; adjusted EPS was $1.93 versus $1.76
Reported results include a $150 million after-tax charge for legal and regulatory settlements and $171 million after-tax gains from asset sales
2026 adjusted EPS guidance of $6.55 to $6.80 reaffirmed; long-term adjusted EPS growth rate of 5% to 7% through 2030 unchanged
Electric Utilities and Infrastructure adjusted segment income was $1,404 million versus $1,276 million in the first quarter of 2025
Leidos reported first-quarter fiscal 2026 revenue of $4.4 billion, up 4% from a year earlier, and net income of $335 million, or $2.56 per diluted share, down 8%. Non-GAAP diluted EPS rose 5% to $3.13 after excluding $39 million in Entrust acquisition and joint venture costs, and the company raised its fiscal 2026 revenue and non-GAAP EPS guidance.
Revenue of $4.4 billion, up 4%, with 3% organic growth
GAAP diluted EPS of $2.56 vs. $2.77; non-GAAP diluted EPS of $3.13, up 5%
Fiscal 2026 revenue guidance raised to $18.00 billion to $18.40 billion from $17.50 billion to $17.90 billion
Fiscal 2026 non-GAAP diluted EPS guidance raised to $12.10 to $12.50 from $12.05 to $12.45
Douglas Dynamics reported first-quarter 2026 net sales up 20% to a record $137.8 million, with net income of $6.4 million, or $0.26 per diluted share, compared with $0.1 million a year earlier. The company raised its 2026 outlook, citing first-quarter strength, with adjusted diluted EPS now expected at $2.55 to $3.05.
Net sales rose 20% to a record $137.8 million; Work Truck Attachments sales rose 67% to $60.9 million.
Net income was $6.4 million, or $0.26 per diluted share, versus $0.1 million in Q1 2025.
2026 net sales outlook raised to $750 million to $795 million from $710 million to $760 million; adjusted diluted EPS outlook raised to $2.55 to $3.05 from $2.25 to $2.85.
Management will host a conference call on Tuesday, May 5, 2026 at 10:00 a.m. Eastern Time.
Innovative Industrial Properties reported first quarter 2026 results, with total revenues down 3.8% from a year earlier and diluted EPS down to $1.02 from $1.03. The company attributed the revenue decline mainly to a $6.9 million decrease from tenant defaults, partly offset by rent escalations and new leases, and it declared a $1.90 per share dividend.
Total revenues were $69.0 million for Q1 2026, compared with $71.7 million a year earlier.
Net income attributable to common stockholders was $30.2 million, or $1.02 per diluted share, versus $1.03 a year earlier.
AFFO was $53.4 million, or $1.88 per share, versus $1.94 in Q1 2025; Normalized FFO was $1.78 per share, versus $1.85.
The board declared a first quarter dividend of $1.90 per common share, paid April 15, 2026.
Powell Industries reported fiscal second-quarter 2026 revenue of $296.6 million, up 6% from a year earlier, while net income of $45.9 million, or $1.25 per diluted share, fell 1%, as higher SG&A and R&D expenses offset higher revenue. New orders rose 97% to $490 million and backlog reached $1.8 billion, but the company's outlook did not include a numeric revenue or earnings target, and management said it expects margins to stay consistent with the prior year.
Revenue of $296.6 million, up 6% from $278.6 million; gross margin 29.6% of revenue
Net income of $45.9 million, or $1.25 per diluted share, down 1% from $46.3 million, or $1.27 per diluted share, after adjusting for the three-for-one stock split
New orders of $490 million, up 97%; backlog of $1.8 billion as of March 31, 2026, up 33%
Subsequent to quarter end, Powell was awarded a data center order with a value exceeding $400 million
Tennant reported first-quarter 2026 net sales of $297.9 million, up 2.7% from a year earlier, but net income fell to $0.2 million from $13.1 million and adjusted diluted EPS fell to $0.58 from $1.12. The company reaffirmed its full-year 2026 guidance, which includes net sales of $1,240 million to $1,280 million and adjusted diluted EPS of $4.70 to $5.30, while lower margins tied to ERP recovery weighed on profit.
Net sales were $297.9 million, up 2.7%, while organic sales declined 1.9%.
Net income was $0.2 million, or $0.01 per diluted share, versus $13.1 million, or $0.69, a year earlier.
Adjusted EBITDA was $29.1 million, with a 9.8% margin, versus $41.0 million and 14.1% a year earlier.
Full-year 2026 guidance was reaffirmed, including adjusted diluted EPS of $4.70 to $5.30.
UFP Technologies reported first-quarter 2026 results for the period ended March 31, 2026, with net sales up 4.1% to $154.2 million and net income up 1.8% to $17.5 million. GAAP diluted EPS was $2.24, up from $2.21, while adjusted EPS was $2.48 compared with $2.47 a year earlier. Organic sales were essentially flat, and management said EPS growth lagged revenue growth due to softer results at its AJR operation and start-up costs for four large programs.
Net sales rose 4.1% to $154.2 million, from $148.1 million; organic sales were essentially flat, with 0.4% organic growth per the filing's reconciliation.
Net income was $17.5 million versus $17.2 million; GAAP diluted EPS was $2.24 versus $2.21, and adjusted EPS was $2.48 versus $2.47.
Non-medical sales fell 15.0% to $10.8 million, while medical sales rose 5.9% to $143.4 million.
Management expects four large programs to be significant contributors in the second half of 2026, and a conference call is scheduled for May 5, 2026, at 8:30 AM Eastern time.
JBT Marel reported first quarter 2026 results on May 4, 2026, with revenue up 10% to $936 million and net income of $45 million, compared with a net loss of $173 million a year earlier. The company reiterated its full-year 2026 guidance, including revenue of $3,990 million to $4,065 million and adjusted EPS of $8.00 to $8.50.
Diluted EPS was $0.86 versus a loss of $3.35 a year earlier; adjusted EPS was $1.58 versus $0.97.
Orders totaled $1.07 billion and quarter-ending backlog was $1.49 billion.
Operating cash flow was $119 million and free cash flow was $100 million; net debt to trailing twelve months adjusted EBITDA was 2.6x.
Protein Solutions segment adjusted EBITDA margin was 21.7%, while Prepared Food and Beverage Solutions margin fell to 14.7%, down 170 basis points.
Atlas Energy Solutions reported first quarter 2026 results, with revenue of $265.5 million, up 6.5% from the fourth quarter of 2025 but down from $297.6 million a year earlier. The company posted a net loss of $47.3 million and Adjusted EBITDA of $28.4 million, which fell from $74.3 million a year earlier, and it guided to second quarter Adjusted EBITDA of approximately $50 million, the company said.
Q1 2026 revenue was $265.5 million, up $16.1 million from Q4 2025 and down from $297.6 million in Q1 2025.
Net loss was $47.3 million, compared with a net loss of $22.2 million in Q4 2025 and net income of $1.2 million in Q1 2025.
Adjusted EBITDA was $28.4 million, within the previously announced range of $26 million to $30 million.
The company expects second quarter 2026 Adjusted EBITDA of approximately $50 million and signed a 1.4 GW Global Framework Agreement with Caterpillar Inc.
Allison Transmission reported first quarter 2026 net sales of $1,406 million, up from $766 million a year earlier, after adding the Allison Off-Highway business acquired on January 1, 2026. Net income fell to $112 million from $192 million, mainly due to acquisition costs, while adjusted diluted EPS rose 6% to $2.57. The company reaffirmed its full-year 2026 guidance, which includes net income of $600 million to $750 million.
Net sales were $1,406 million, including $673 million from the Allison Off-Highway business unit.
Net income was $112 million versus $192 million; diluted EPS was $1.33 versus $2.23 a year earlier.
Adjusted diluted EPS was $2.57, up from $2.43, excluding acquisition-related and other items.
Full-year 2026 guidance was reaffirmed, with consolidated net income of $600 million to $750 million and adjusted EBITDA of $1,365 million to $1,515 million.
Vornado Realty Trust reported a first-quarter 2026 net loss attributable to common shareholders of $22.8 million, or $0.12 per diluted share, compared with net income of $86.8 million, or $0.43 per diluted share, a year earlier. FFO, as adjusted, a non-GAAP measure the company emphasizes, fell to $103.1 million, or $0.52 per diluted share, from $126.2 million, or $0.63.
Net loss attributable to common shareholders of $22.8 million, or $0.12 per diluted share, versus net income of $86.8 million, or $0.43, in Q1 2025.
FFO, as adjusted, of $103.1 million, or $0.52 per diluted share, versus $126.2 million, or $0.63, a year earlier.
Revenues of $459.1 million, compared with $461.6 million in the prior-year quarter.
On April 29, 2026, the board authorized a new share repurchase program of up to $300 million; $79.8 million of shares were repurchased in Q1 2026.
BWX Technologies reported first quarter 2026 revenue of $860.2 million, up 26% from $682.3 million a year earlier, and GAAP diluted EPS of $0.99, up from $0.82. The company raised its 2026 guidance for adjusted EBITDA, non-GAAP EPS and free cash flow, and said the guidance excludes the pending Precision Components Group acquisition.
Q1 2026 revenue $860.2 million, up 26%; Commercial Operations revenue rose to $283.6 million from $128.3 million
GAAP diluted EPS $0.99 vs. $0.82; non-GAAP diluted EPS $1.12 vs. $0.91; GAAP net income $91.2 million vs. $75.5 million
2026 adjusted EBITDA guidance raised to $650 million-$665 million from $645 million-$660 million; non-GAAP EPS guidance raised to $4.60-$4.75 from $4.55-$4.70
Announced acquisition of Precision Components Group, LLC; 2026 guidance does not include its contribution
HealthStream reported first quarter 2026 revenue of $81.2 million, up 10.5% from a year earlier, with net income of $5.9 million and diluted EPS of $0.20, up from $0.14. The company reaffirmed its full-year 2026 guidance, including revenue of $323.0 million to $330.0 million, and declared a $0.035 quarterly dividend.
Revenue of $81.2 million, up 10.5% from $73.5 million in Q1 2025; acquisitions contributed $3.4 million of the increase.
Net income of $5.9 million, up 36.4%; diluted EPS of $0.20 versus $0.14 a year earlier.
2026 guidance reaffirmed: revenue $323.0 million to $330.0 million; net income $20.4 million to $22.8 million.
Michael M. Collier promoted to Chief Operating Officer & Executive Vice President; quarterly dividend of $0.035 payable May 29, 2026.
MSA Safety reported first quarter 2026 results on May 4, 2026, with net sales of $464 million, up 10% from a year earlier, and GAAP diluted EPS of $1.83 versus $1.51. Adjusted diluted EPS rose 18% to $1.99, and the company maintained its mid-single-digit 2026 organic sales growth outlook. For shareholders, profit grew and $71 million was returned through $50 million of buybacks and $21 million of dividends, though International segment operating income fell 28%.
Net sales $464 million, up 10% GAAP and 3% organic; Americas sales up 11%, International up 8%
GAAP operating income $93 million (20.1% of sales), up from $77.8 million; International operating income fell 28% to $12.5 million
GAAP net income $71 million; diluted EPS $1.83 vs. $1.51; adjusted diluted EPS $1.99 vs. $1.68
Returned $71 million to shareholders; a $500 million share repurchase program was authorized
CubeSmart filed a slide presentation with its May 2026 investor deck, which summarizes first-quarter 2026 results and reaffirms its full-year 2026 outlook from its April 30, 2026 earnings release. Same-store revenue grew 0.6%, but same-store expenses rose 5.8% and same-store net operating income fell 1.5%, while FFO, as adjusted, was $0.63 per share. The filing does not give prior-period comparisons for these figures.
Q1 2026 same-store revenue grew 0.6%, same-store expenses rose 5.8%, and same-store NOI fell 1.5%.
Q1 2026 FFO, as adjusted, was $0.63 per share.
Full-year 2026 outlook, last updated April 30, 2026: FFO, as adjusted, of $2.52 to $2.60 per share and same-store NOI growth of (1.75%) to 0.25%.
During the quarter, CubeSmart repurchased 0.9 million common shares for $33.4 million at an average of $36.64 per share.
Alamo Group reported first quarter 2026 net sales of $417.1 million, up 6.7% from the prior-year quarter, while net income fell to $29.2 million and diluted EPS fell to $2.41 from $2.64. Operating cash flow was negative $23.5 million for the quarter, and the company said it closed the Petersen acquisition, so shareholders face higher sales alongside lower profit and a cash outflow.
Net sales were $417.1 million, up 6.7% from $391.0 million in Q1 2025
Diluted EPS was $2.41 versus $2.64; adjusted diluted EPS was $2.56 versus $2.70
Adjusted EBITDA was $59.3 million, or 14.2% of net sales, up from $58.3 million in Q1 2025
Operating cash flow was negative $23.5 million; debt net of cash was $95.2 million at March 31, 2026
Innovex reported first-quarter 2026 revenue of $239.0 million, down 13% from the prior quarter and 1% from a year earlier, and a GAAP net loss of $16.7 million, compared with net income of $14.8 million a year earlier. The loss reflects a $48.8 million provision for a legal settlement tied to the Impulse Litigation, while non-GAAP Adjusted EBITDA rose to $49.3 million, and the company guided second-quarter 2026 Adjusted EBITDA to $43 million to $48 million.
Revenue of $239.0 million, down from $273.6 million in the fourth quarter of 2025 and $240.4 million in the first quarter of 2025
Net loss of $16.7 million, or $0.24 per share, including a $48.8 million provision for legal settlement, versus net income of $14.8 million, or $0.21 per share, a year earlier
Adjusted EBITDA (non-GAAP) of $49.3 million with a 21% margin, compared with $45.9 million and 19% a year earlier
Second-quarter 2026 guidance: revenue of $235 million to $245 million and Adjusted EBITDA of $43 million to $48 million
Tidewater reported first-quarter 2026 revenue of $326.2 million, down 2.2% from $333.4 million a year earlier, and net income of $6.1 million ($0.12 per diluted share), compared with $42.7 million ($0.83 per share) in the first quarter of 2025. The company reiterated its 2026 revenue guidance of $1.43 billion to $1.48 billion and a 49% to 51% gross margin, assuming the Wilson Sons Ultratug acquisition closes by the end of the second quarter.
Revenue of $326.2 million, down 2.2% from $333.4 million in Q1 2025
Net income of $6.1 million ($0.12 per diluted share), versus $42.7 million ($0.83) in Q1 2025
Foreign exchange loss of $3.4 million weighed on results; Adjusted EBITDA was $129.3 million
2026 revenue guidance of $1.43 billion to $1.48 billion reiterated; $500 million share repurchase authorization outstanding
Corebridge Financial reported a first-quarter 2026 net loss of $53 million, or $0.11 per share, down from a $664 million loss a year earlier, mainly due to realized gains on Fortitude Re funds withheld derivatives. Adjusted pre-tax operating income fell 11% to $629 million and premiums and deposits fell 10% to $8.0 billion, while the company returned $1.4 billion to shareholders, including $1.3 billion of share repurchases. The company also said its merger with Equitable is progressing and it declared a $0.25 quarterly dividend.
Net loss of $53 million ($0.11 per share) versus a loss of $664 million ($1.19 per share) in Q1 2025
Operating EPS of $1.05, up from $1.02; adjusted pre-tax operating income of $629 million, down 11%
Premiums and deposits of $8.0 billion, down 10% from the prior year quarter
Returned $1.4 billion to shareholders in the quarter; dividend of $0.25 per share payable June 30, 2026
Boise Cascade reported first quarter 2026 net income of $17.8 million, or $0.50 per diluted share, down from $40.3 million, or $1.06 per share, a year earlier, on sales of $1.5 billion, down 2%. The company also gave second quarter 2026 Total Company Adjusted EBITDA guidance of about $83 million to $115 million, and shareholders elected ten directors and ratified KPMG LLP as auditor at the April 30, 2026 annual meeting.
Q1 2026 net income was $17.8 million, or $0.50 per diluted share, versus $40.3 million, or $1.06, in Q1 2025.
Sales were $1.5 billion, down 2% from Q1 2025; Adjusted EBITDA was $66.6 million, down 27%.
Q2 2026 guidance: Total Company Adjusted EBITDA of about $83 million to $115 million.
At the April 30, 2026 annual meeting, shareholders elected ten directors and ratified KPMG LLP for 2026.
Crescent Energy reported a first-quarter 2026 net loss of $419 million, compared with a net loss of $2 million a year earlier, after a $707 million loss on derivatives. Revenue rose to $1.18 billion from $950 million, and adjusted net income was $175 million, or $0.53 per share, versus $0.57 a year earlier. The results combine higher sales and record output with a much larger GAAP loss.
GAAP net loss of $1.28 per diluted Class A share, versus a loss of $0.01 per share in Q1 2025
Record production of 341 MBoe/d, up from 258 MBoe/d a year earlier
Adjusted EBITDAX of $690 million and levered free cash flow of $192 million
Board approved a $0.12 per share dividend, payable June 1, 2026, to holders of record on May 18, 2026; about $336 million remains under the share repurchase program
ONE Gas reported first quarter 2026 net income of $128.7 million, or $2.04 per diluted share, up from $119.4 million, or $1.98, a year earlier, while total revenues fell to $831.7 million from $935.2 million. The company affirmed its 2026 financial guidance and declared a quarterly dividend of $0.68 per share. For shareholders, profit rose despite lower sales, and the full-year outlook was unchanged.
Q1 2026 net income was $128.7 million, or $2.04 per diluted share, versus $119.4 million, or $1.98, in Q1 2025
Total revenues were $831.7 million versus $935.2 million; weather was 20.5 percent warmer than normal
2026 net income guidance of $294 million to $302 million was affirmed; quarterly dividend is $0.68 per share, payable June 2, 2026
Fabrinet reported third-quarter fiscal 2026 results for the quarter ended March 27, 2026, with revenue of $1,214.3 million versus $871.8 million a year earlier and GAAP diluted EPS of $3.45 versus $2.25. The company said results exceeded its guidance ranges and guided fourth-quarter revenue of $1.25 billion to $1.29 billion and GAAP diluted EPS of $3.48 to $3.63. Shareholders get higher reported revenue and profit plus forward guidance, though third-quarter free cash flow was negative $10.8 million.
Q3 revenue $1,214.3 million vs $871.8 million in Q3 fiscal 2025; GAAP net income $125.2 million vs $81.3 million
GAAP diluted EPS $3.45 vs $2.25; non-GAAP diluted EPS $3.72 vs $2.52
Q4 fiscal 2026 guidance (quarter ending June 26, 2026): revenue $1.25 billion to $1.29 billion; GAAP diluted EPS $3.48 to $3.63
Q3 non-GAAP free cash flow was negative $10.8 million; nine-month purchases of property, plant and equipment were $160.6 million
Williams reported unaudited first-quarter 2026 results, with GAAP net income of $864 million, or $0.70 per diluted share, up from $690 million, or $0.56, a year earlier. Adjusted EBITDA rose 13% to $2.254 billion, and the company said it is on track to deliver Adjusted EBITDA in the upper half of its 2026 guidance range of $8.05 billion to $8.35 billion, while raising its 2026 dividend by 5%.
GAAP net income of $864 million ($0.70 per diluted share) vs. $690 million ($0.56) in Q1 2025
Adjusted EBITDA of $2.254 billion, up $265 million or 13% year over year
2026 Adjusted EBITDA guidance of $8.05 billion to $8.35 billion maintained; 2026 dividend of $2.10 annualized, up 5% from $2.00 in 2025
Gain of $182 million from the January 2026 sale of South Mansfield upstream interests; net unrealized derivative losses of $193 million reduced the net income gain
Centerspace reported a first-quarter 2026 net loss of $0.77 per diluted share, against a $0.22 loss a year earlier, and Core FFO of $1.12 per diluted share, down 7.4%, as revenue fell 3.0% after the sale of 12 apartment communities in 2025. The company widened its 2026 net loss outlook to $(0.95) to $(0.66) per share from $(0.49) to $(0.19), kept its Core FFO outlook at $4.81 to $5.05, and said its strategic review is ongoing with no assurance of a transaction.
Q1 2026 net loss of $0.77 per diluted share vs. $0.22 in Q1 2025; FFO of $1.07 vs. $1.17; Core FFO of $1.12 vs. $1.21
Revenue of $65.1 million, down 3.0% from $67.1 million; same-store NOI down 1.1% year over year
2026 net loss per diluted share outlook changed to $(0.95) to $(0.66) from $(0.49) to $(0.19); Core FFO outlook unchanged at $4.81 to $5.05
Board expects to give a more substantive strategic review update before or with the Q2 2026 earnings release; earnings call is May 5, 2026 at 10:00 a.m. Eastern
Addus HomeCare reported first-quarter 2026 net service revenues of $363.6 million, up 7.7% from a year earlier, with net income of $25.1 million, or $1.36 per diluted share, versus $1.16 a year ago. The company also said it acquired HomeCourt Home Care's personal care operations in Indiana on May 1, 2026, and signed an agreement for another Indiana acquisition expected to close later this year.
Net service revenues $363.6 million, up 7.7% from $337.7 million in Q1 2025
Net income $25.1 million, or $1.36 per diluted share, versus $1.16 in Q1 2025
Adjusted net income per diluted share $1.62, up 14.1% from $1.42
HomeCourt acquisition closed May 1, 2026, serving about 240 clients with annualized revenues of about $9.7 million
Apple Hospitality REIT reported first quarter 2026 net income of $27.7 million, down 11.3% from $31.2 million a year earlier, while total revenue rose to $337.7 million from $327.7 million. The company raised the midpoints of its 2026 guidance, with net income up $9 million and Adjusted EBITDAre up $11 million, which matters to shareholders because it signals a stronger expected year despite lower quarterly profit.
Net income was $27.7 million, or $0.12 per share, versus $31.2 million, or $0.13 per share, in the first quarter of 2025.
Total revenue was $337.7 million versus $327.7 million; Comparable Hotels RevPAR rose 2.2% to $114.61.
Guidance midpoints were raised by $9 million for net income and $11 million for Adjusted EBITDAre; the 2026 net income range is $143 million to $169 million.
Preliminary April 2026 Comparable Hotels RevPAR rose more than 4%; the earnings call is set for 10 a.m. Eastern Time on May 5, 2026.
Equitable Holdings reported first quarter 2026 net income of $621 million, or $2.14 per share, up from $63 million a year earlier. Non-GAAP operating earnings rose to $472 million, or $1.62 per share, from $421 million, and were $491 million, or $1.68 per share, excluding notable items. The company reaffirmed its 2026 guidance of $1.8 billion of cash generation and over 15% earnings per share growth, and said the pending all-stock merger with Corebridge Financial remains on track to close by year-end 2026.
Net income attributable to Holdings was $621 million ($2.14 per share), compared with $63 million ($0.16 per share) in the first quarter of 2025.
Non-GAAP operating earnings per share were $1.62, up from $1.30; excluding notable items, $1.68.
Asset Management had net outflows of $7.1 billion, while Retirement had net inflows of $1.3 billion and Wealth Management had advisory net inflows of $2.0 billion.
The company returned $223 million to shareholders in the quarter and reaffirmed its 2026 guidance of $1.8 billion of cash generation and over 15% EPS growth.
Valaris reported a first quarter 2026 net loss of $18 million, or $0.24 per diluted share, on total operating revenues of $465 million, down 13% from the fourth quarter of 2025. The company said it will not hold future earnings calls or update forward-looking guidance while its all-stock transaction with Transocean, announced February 9, 2026, is pending.
Total operating revenues of $465 million, down from $537 million in Q4 2025
Net loss of $18 million ($0.24 per diluted share) versus net income of $717 million in Q4 2025, which included a $680 million tax benefit
Adjusted EBITDA of $67 million, down from $97 million in Q4 2025
Contract backlog of approximately $4.9 billion; no earnings calls or guidance updates planned during the pending Transocean transaction
Metallus reported first-quarter 2026 net sales of $308.3 million, up 10% from a year earlier, and net income of $5.4 million, or $0.13 per diluted share, compared with $1.3 million, or $0.03, in the first quarter of 2025. The company expects second-quarter 2026 adjusted EBITDA to be modestly higher than both the first quarter of 2026 and the second quarter of 2025, though operating cash flow was an outflow of $26.9 million in the quarter.
Net sales of $308.3 million, up 10% from $280.5 million in the first quarter of 2025; net income of $5.4 million, or $0.13 per diluted share.
Adjusted EBITDA of $24.6 million, up 39% from $17.7 million in the first quarter of 2025.
Operating cash flow was an outflow of $26.9 million; cash and cash equivalents were $104.0 million as of March 31, 2026.
Second-quarter 2026 adjusted EBITDA is expected to be modestly higher than the first quarter of 2026 and the second quarter of 2025.
Sonos reported fiscal second-quarter 2026 results for the quarter ended March 28, 2026, with revenue up 8% year over year to $282 million and a GAAP net loss that narrowed to $29 million, or $0.24 per diluted share. The company did not provide guidance and said it will give guidance on its earnings call. The filing also discloses a new Chief Operating Officer, Frank Barbieri, effective May 4, 2026, and that Eddie Lazarus is leaving his Business Development Officer role while remaining Chief Legal Officer.
Q2 revenue rose 8% to $282 million; first-half revenue rose 2% to $827 million
GAAP net loss of $29 million ($0.24 per diluted share) compared with a $70 million loss a year earlier
Adjusted EBITDA of $2 million in Q2 versus a loss of $0.8 million a year earlier; no guidance provided in the release
Frank Barbieri appointed COO effective May 4, 2026, with a $500,000 base salary and grants of about $1.5 million in RSUs and $1.5 million in PSUs; Eddie Lazarus steps down as Business Development Officer
onsemi reported first quarter 2026 revenue of $1,513.3 million, up 5% from a year earlier and down 1% from the prior quarter, with non-GAAP diluted earnings per share of $0.64. GAAP results were weaker, with a net loss attributable to the company of $33.4 million, or $0.08 per share, after $329.3 million in restructuring, asset impairments and other charges. The company also guided second quarter 2026 revenue to $1,535 million to $1,635 million.
Q1 2026 revenue of $1,513.3 million, up from $1,445.7 million a year earlier and down from $1,530.1 million in Q4 2025
GAAP net loss attributable to the company of $33.4 million, or $0.08 per share, versus net income of $181.8 million in Q4 2025
Non-GAAP diluted EPS of $0.64, compared with $0.55 in Q1 2025
Share repurchases of $345.7 million in the quarter; Q2 2026 non-GAAP diluted EPS outlook of $0.65 to $0.77
Matson reported first quarter 2026 net income of $56.6 million, or $1.85 per diluted share, down from $72.3 million, or $2.18 per diluted share, a year earlier. Revenue fell to $757.8 million from $782.0 million, but the company raised its full-year 2026 outlook, now expecting consolidated operating income to modestly exceed the 2025 level.
Q1 2026 net income $56.6 million, or $1.85 per diluted share, versus $72.3 million, or $2.18, in Q1 2025
Q1 2026 consolidated revenue $757.8 million versus $782.0 million in Q1 2025
Expects Q2 2026 consolidated operating income about $20 million higher than the $113.0 million achieved in Q2 2025
On April 23, 2026, Board added 3.0 million shares to the repurchase program and declared a $0.36 per share dividend payable June 4, 2026
RB Global reported first-quarter 2026 results on May 4, with total revenue up 11% year over year to $1.2 billion and net income up 20% to $135.6 million. The company also raised its full-year 2026 adjusted EBITDA outlook to $1,485 million to $1,545 million and declared a $0.31 quarterly dividend, both of which bear directly on shareholder returns.
Total revenue rose 11% year over year to $1.2 billion; gross transaction value rose 13% to $4.3 billion.
Diluted EPS available to common stockholders was $0.66, up 20%; diluted adjusted EPS was $1.01, up 13%.
Adjusted EBITDA outlook raised to $1,485 million-$1,545 million from $1,470 million-$1,530 million; GTV growth outlook raised to 6%-9% from 5%-8%.
Quarterly cash dividend of $0.31 per share declared May 1, 2026, payable June 18, 2026 to holders of record on May 27, 2026.
Pinterest reported first-quarter 2026 revenue of $1,008 million, up 18% year over year, with global monthly active users at a record 631 million. The company posted a GAAP net loss of $74 million, compared with net income of $8.9 million a year earlier, and guided second-quarter revenue to $1,133 million to $1,153 million. Chief Accounting Officer Andrea Acosta is leaving effective May 8, 2026, and CFO Julia Brau Donnelly will also serve as principal accounting officer.
Q1 2026 revenue was $1,008 million, up 18% year over year; up 15% on a constant currency basis
GAAP net loss was $74 million, including a $47.1 million restructuring charge; Adjusted EBITDA was $207 million, up 20%
Q2 2026 guidance: revenue of $1,133 million to $1,153 million (14% to 16% growth) and Adjusted EBITDA of $256 million to $276 million
Andrea Acosta resigned as Chief Accounting Officer effective May 8, 2026; the company said the departure was not due to any disagreement
BioMarin reported first-quarter 2026 total revenues of $766 million, up from $745 million a year earlier, while GAAP net income fell 43% to $106 million. The company raised its full-year 2026 revenue guidance to $3.825 billion to $3.925 billion, mainly reflecting the Amicus acquisition, but lowered its Non-GAAP diluted EPS guidance to $4.85 to $5.05.
Q1 2026 GAAP net income was $106 million versus $186 million in Q1 2025; GAAP diluted EPS was $0.54 versus $0.95.
Q1 2026 Non-GAAP diluted EPS was $0.76 versus $1.13 in the prior-year quarter.
Full-year 2026 total revenues guidance raised to $3.825 billion to $3.925 billion from $3.325 billion to $3.425 billion; Non-GAAP diluted EPS guidance lowered to $4.85 to $5.05 from $4.95 to $5.15.
A $31 million charge tied to an unsuccessful NAGLAZYME manufacturing process qualification campaign was recorded in cost of sales.
Adeia reported first quarter 2026 results, with revenue of $104.8 million, up from $87.7 million a year earlier, and GAAP net income of $22.8 million, up from $11.8 million. The company reiterated its full year 2026 revenue outlook of $395.0 million to $435.0 million and said it paid down $28.1 million of debt during the quarter.
Q1 2026 revenue was $104.8 million, compared with $87.7 million in Q1 2025 and $182.6 million in Q4 2025.
GAAP diluted EPS was $0.20 and non-GAAP diluted EPS was $0.38, compared with $0.10 and $0.26 a year earlier.
The company repurchased $10.0 million of common stock and reduced its term loan balance to $398.6 million as of March 31, 2026.
The Board declared a $0.05 per share dividend, payable June 15, 2026, to holders of record on May 26, 2026.
ThredUp reported first-quarter 2026 revenue of $81.7 million, up 15% from a year earlier, and raised its full-year 2026 outlook for revenue, gross margin and Adjusted EBITDA margin. The net loss widened to $6.5 million from $5.2 million, and Adjusted EBITDA fell to $2.7 million from $3.8 million, so growth came with lower profitability.
Q1 2026 revenue of $81.7 million, up 15% year over year; gross margin 79.2% versus 79.1%
Net loss of $6.5 million, or 7.9% of revenue, versus $5.2 million a year earlier
Full-year 2026 revenue outlook of $351.2 million to $356.2 million, about 14% growth at the midpoint
Record Active Buyers of 1.71 million, up 25% year over year
Ichor Holdings reported first quarter 2026 revenue of $256.1 million, up 15% from the fourth quarter of 2025, and a GAAP net loss of $2.5 million, or $(0.07) per diluted share, compared with a $16.0 million loss in the prior quarter. The company also guided second quarter 2026 revenue to $290 million to $310 million, with non-GAAP diluted EPS of $0.25 to $0.35, but free cash flow was negative $10.0 million in the quarter and cash fell $9.2 million.
Q1 2026 revenue was $256.1 million, versus $223.6 million in Q4 2025 and $244.5 million in Q1 2025.
GAAP diluted EPS was $(0.07) versus $(0.46) in Q4 2025 and $(0.13) in Q1 2025; non-GAAP diluted EPS was $0.15.
Second quarter 2026 outlook: revenue of $290 million to $310 million; GAAP diluted EPS of $0.10 to $0.20.
Cash and cash equivalents ended the quarter at $89.1 million, and free cash flow was $(9,982) thousand.
Palantir reported first-quarter 2026 revenue of $1.633 billion, up 85% from a year earlier, with GAAP net income of $871 million and GAAP diluted earnings per share of $0.34. The company raised its full-year 2026 revenue guidance to $7.650 billion to $7.662 billion and expects GAAP operating income and net income in each quarter of this year, which signals continued growth for shareholders.
Q1 2026 revenue of $1.633 billion, up 85% year over year; U.S. revenue of $1.282 billion, up 104%
GAAP net income of $871 million; GAAP diluted EPS of $0.34, compared with $0.08 in Q1 2025
Full-year 2026 revenue guidance raised to $7.650 billion to $7.662 billion; Q2 2026 revenue guidance of $1.797 billion to $1.801 billion
Cash from operations of $899 million; cash, cash equivalents, and short-term U.S. Treasury securities of $8.0 billion
Diamondback Energy reported first quarter 2026 net income attributable to the company of $25 million, or $0.08 per diluted share, down from $1.4 billion, or $4.83 per diluted share, a year earlier. The results include a $1.4 billion impairment of oil and natural gas properties, while total revenues rose to $4.24 billion from $4.05 billion, and the company raised its 2026 oil production guidance and base dividend.
Q1 2026 net income attributable to Diamondback was $25 million, or $0.08 per diluted share, versus $1,405 million, or $4.83 per share, in Q1 2025; adjusted net income was $1,198 million, or $4.23 per diluted share.
Impairment of oil and natural gas properties was $1,400 million in Q1 2026, compared with none a year earlier.
2026 oil production guidance raised to 520+ thousand barrels per day from 500 to 510; full-year cash capital expenditures raised to about $3.90 billion from about $3.75 billion.
Base cash dividend raised 5% to $1.10 per share, payable May 21, 2026; the company repurchased $548 million of stock in Q1 and has $2.1 billion remaining under its authorization as of May 1, 2026.
Gaia reported first quarter 2026 revenue of $24.3 million, up 2% from $23.8 million, while gross profit was flat at $20.9 million and the net loss widened to $1.3 million, or $(0.05) per share, from $1.0 million, or $(0.04) per share. Management said it is reducing reliance on lower-value third-party acquisition and tighter discounting, which it expects to moderate near-term revenue growth, and it is targeting a 20% reduction in churn and a 20-25% increase in ARPU for the fourth quarter of 2026 compared with the fourth quarter of 2025.
Revenue rose 2% to $24.3 million; the increase was primarily driven by increased ARPU, partly offset by the elimination of discounted pricing.
Net loss was $(1.3) million, or $(0.05) per share, versus $(1.0) million, or $(0.04) per share, in Q1 2025.
Operating cash flow was $1.5 million and free cash flow was $1.1 million, the ninth consecutive quarter of positive free cash flow.
For Q4 2026 versus Q4 2025, Gaia is targeting an approximate 20% reduction in churn and a 20-25% increase in ARPU.
IAC reported first-quarter 2026 results on May 4, 2026, with revenue down 12% to $422.9 million and an operating loss of $40.1 million, compared with operating income of $24.1 million a year earlier. The net loss attributable to shareholders narrowed to $71.9 million, or $0.94 per diluted share, from $216.8 million, or $2.64, with the filing tying the swing to a $34.0 million unrealized gain on its MGM Resorts stake versus a $324.3 million loss in Q1 2025. The company is also streamlining its structure around People Inc. and expects $40 million in annual run-rate operating expense savings, which shareholders should weigh against the weaker operating results.
Adjusted EBITDA was $2.7 million, down 93% from $36.4 million in Q1 2025; People Inc. Adjusted EBITDA was $43.5 million, down 46%.
Net loss attributable to IAC shareholders was $71.9 million, or $0.94 per diluted share, versus $216.8 million, or $2.64 per share, a year earlier.
Expected restructuring costs include $14 million in severance and related expenses, with $10 million recognized in Q1 2026, and $48 million in stock-based compensation expense.
Officers Christopher Halpin and Kendall Handler will depart in August; Neil Vogel is expected to become Chief Executive Officer after Q2 2026 earnings.
Vertex reported first quarter 2026 total revenue of $2.99 billion, up 8% from the prior-year quarter, and GAAP net income of $1.0 billion versus $646 million a year earlier. The company reiterated its full year 2026 total revenue guidance of $12.95 billion to $13.1 billion, which signals no change to its outlook for shareholders.
Total revenue of $2.99 billion, up 8%; U.S. revenue rose 7% to $1.78 billion and outside the U.S. rose 9% to $1.21 billion
GAAP diluted EPS of $4.02 versus $2.49; non-GAAP diluted EPS of $4.47 versus $4.06
First quarter 2025 GAAP results included a $379.0 million intangible asset impairment charge
Full year 2026 total revenue guidance of $12.95 billion to $13.1 billion reiterated, unchanged
Advanced Energy reported first-quarter 2026 revenue of $511 million, up 26% from a year earlier, and GAAP diluted earnings per share from continuing operations of $1.59, up from $0.65. The company guided second-quarter 2026 revenue to $540 million, plus or minus $20 million, above the first-quarter level. Operating cash flow was an outflow of $6 million, reflecting a $48 million inventory increase.
Q1 2026 revenue was $511 million, versus $405 million in Q1 2025 and $489 million in Q4 2025.
GAAP diluted EPS from continuing operations was $1.59; non-GAAP diluted EPS was $2.09, versus $1.23 a year earlier.
Data Center Computing revenue was $194.2 million, more than double the $96.2 million reported a year earlier.
Q2 2026 guidance: revenue $540 million plus or minus $20 million; GAAP EPS $1.54 plus or minus $0.23; non-GAAP EPS $2.18 plus or minus $0.25.
Viper Energy reported first quarter 2026 results, with total operating income of $511 million versus $245 million a year earlier and net income attributable to Viper of $97 million, up from $75 million, though diluted earnings per share fell to $0.53 from $0.62. The company also declared a $0.68 per share base-plus-variable dividend and agreed on May 1, 2026 to acquire Riverbend Oil & Gas IX for $337 million in cash and about 3.7 million Class A shares.
Total operating income was $511 million in Q1 2026 versus $245 million in Q1 2025; diluted EPS was $0.53 versus $0.62
Declared base dividend of $0.38 and variable dividend of $0.30 per Class A share, payable May 21, 2026 to holders of record on May 14, 2026
Riverbend Acquisition: $337 million cash plus about 3.7 million Class A shares, expected to close in early Q3 2026
Q2 2026 net production guidance of 64.0 to 65.0 thousand barrels of oil per day; full-year 2026 guidance of 64.5 to 66.5 thousand barrels of oil per day
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