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).
Biglari Holdings reported a first-quarter 2026 net loss of $14.5 million, smaller than the $33.3 million loss in the same quarter of 2025, as investment losses narrowed to $14.7 million from $51.2 million. Pre-tax operating earnings swung to a $4.1 million loss from $10.0 million of earnings a year earlier, and the release does not include guidance. Book value was $2,006.69 per Class A Equivalent share at March 31, 2026.
Net loss of $14.5 million in Q1 2026, versus a $33.3 million net loss in Q1 2025.
Pre-tax operating earnings were a $4.1 million loss, compared with $10.0 million of earnings in Q1 2025.
Investment losses were $14.7 million, compared with $51.2 million in Q1 2025.
Book value was $2,006.69 per Class A Equivalent share at March 31, 2026.
Global Self Storage reported first-quarter 2026 results for the period ended March 31, 2026. Total revenues rose 1.5% to $3.2 million, but operating expenses rose 8.3%, and net income fell to $477,000, or $0.04 per diluted share, from $555,000, or $0.05, a year earlier.
Total revenues rose 1.5% to $3.2 million; total operating expenses rose 8.3% to $2.6 million.
Net income fell to $477,000, or $0.04 per diluted share, from $555,000, or $0.05 per diluted share.
FFO fell 12.6% to $853,000, or $0.08 per diluted share; AFFO fell 11.0% to $958,000.
Quarterly dividend of $0.0725 per share was maintained; same-store occupancy was 93.1% as of March 31, 2026, up 100 basis points.
NI Holdings reported first-quarter 2026 results, with net income of $12.5 million and basic earnings per share of $0.60, up from $6.5 million and $0.31 a year earlier. Gross premiums written fell 15.1% to $57.5 million as the company exited Non-Standard Auto, so profit rose while the top line shrank.
Net income was $12.5 million, up 93.6% from $6.5 million in the first quarter of 2025.
Basic earnings per share were $0.60, compared with $0.31 a year earlier.
Gross premiums written fell 15.1% to $57.5 million, driven by a 99.8% drop in Non-Standard Auto.
Combined ratio improved to 79.7% from 94.4%, and net investment income fell 6.4% to $2.7 million.
HEI reported first-quarter 2026 net income of $30 million, or $0.18 per diluted share, up from $27 million, or $0.15, a year earlier. Excluding Maui wildfire-related costs and Pacific Current strategic review expenses, core net income fell to $31 million, or $0.18, from $40 million, or $0.23. The company also said leadership will be consolidated effective June 1, with Scott Seu becoming CEO of both HEI and Hawaiian Electric, and it expects higher utility operations and maintenance expenses for 2026.
GAAP net income was $30 million ($0.18 per diluted share) versus $27 million ($0.15) in Q1 2025; revenue was $746.4 million versus $744.1 million.
Core net income was $31 million ($0.18 per diluted share) versus $40 million ($0.23) in Q1 2025.
Hawaiian Electric expects 2026 O&M expense, excluding pension, to significantly outpace inflation, and the first of four $479 million settlement payments was issued in April.
Effective June 1, Scott Seu becomes CEO of HEI and Hawaiian Electric, and Shelee Kimura becomes President of both companies.
NHC reported first-quarter 2026 net operating revenues of $381.8 million, up 2.2% from $373.7 million a year earlier. GAAP net income attributable to the company rose to $35.9 million, or $2.27 per diluted share, from $32.2 million, or $2.07, and adjusted diluted EPS was $1.91 versus $1.59. The filing also shows dividends declared of $0.64 per share, up from $0.61.
Net operating revenues were $381.8 million for the quarter ended March 31, 2026, compared with $373.7 million a year earlier.
GAAP net income attributable to NHC was $35.9 million, compared with $32.2 million; GAAP diluted EPS was $2.27 versus $2.07.
Adjusted net income, which excludes unrealized gains on marketable equity securities and other non-GAAP items, was $30.1 million, up 21.1% from $24.8 million.
Dividends declared were $0.64 per common share, compared with $0.61 a year earlier.
Construction Partners reported fiscal second-quarter 2026 results for the period ended March 31, 2026, with revenue of $769.2 million, up 34.5% from a year earlier, and diluted EPS of $0.16 versus $0.08. The company raised its fiscal 2026 outlook, now projecting revenue of $3.590 billion to $3.650 billion and net income of $159.0 million to $162.0 million. Both headline measures improved and guidance was raised, though the company's adjusted figures are non-GAAP measures.
Revenue was $769.2 million versus $571.7 million a year earlier; gross profit was $98.9 million versus $71.4 million.
Net income was $9.2 million, or $0.16 diluted EPS, versus $4.2 million, or $0.08; Adjusted EBITDA was $93.3 million, up 34.6%.
Project backlog reached a record $3.14 billion at March 31, 2026, up from $2.84 billion at March 31, 2025.
FY2026 outlook raised: Adjusted EBITDA of $552.0 million to $564.0 million, including the expected contribution of the Four Star Paving acquisition.
United-Guardian reported first quarter 2026 net sales of $2,872,222, up from $2,481,127 a year earlier, and net income of $818,902 ($0.18 per share), up from $560,895 ($0.12 per share). The company said the gain was driven by higher pharmaceutical and cosmetic ingredient sales, and also included $303,133 of settlement income from its contract manufacturer of Renacidin.
Net sales rose to $2,872,222 in Q1 2026 from $2,481,127 in Q1 2025.
Net income rose to $818,902 ($0.18 per share) from $560,895 ($0.12 per share).
Settlement income of $303,133 from the Renacidin contract manufacturer contributed to the quarter's results; income from operations was $642,449 versus $610,922.
Management said Ashland Specialty Ingredients' purchases rose 45% year over year after it worked through excess inventory.
CG Oncology reported a first-quarter 2026 net loss of $60.2 million, or $(0.71) per share, up from $34.5 million, or $(0.45) per share, a year earlier, while total revenues rose to $1.1 million from $52 thousand. The company says it expects to complete its BLA submission for HR BCG-unresponsive NMIBC in the fourth quarter of 2026, and it ended the quarter with about $1.1 billion in cash, cash equivalents and marketable securities.
Net loss was $60.2 million, or $(0.71) per share, versus $34.5 million, or $(0.45) per share, in Q1 2025.
Total revenues were $1.1 million versus $52 thousand; R&D expenses rose to $43.7 million from $27.5 million.
Cash, cash equivalents and marketable securities were $1.1 billion at March 31, 2026, including about $391.4 million of net at-the-market facility proceeds in Q1.
BLA completion is expected in the fourth quarter of 2026, and PIVOT-006 Phase 3 topline data is anticipated in the first half of 2026.
Arbor Realty Trust reported first quarter 2026 GAAP net income of $0.6 million, or $0.00 per diluted share, down from $30.4 million, or $0.16, a year earlier. Distributable earnings were $14.4 million, or $0.07 per diluted share, versus $57.3 million, or $0.28, and the company also declared a $0.17 per share quarterly dividend. The sharp drop in earnings matters to shareholders because it comes with $22.9 million of net realized losses from resolving certain legacy assets.
GAAP net income of $0.6 million, or $0.00 per diluted share, versus $30.4 million, or $0.16, in Q1 2025
Distributable earnings of $14.4 million, or $0.07 per diluted share, versus $57.3 million, or $0.28; excluding $22.9 million of net realized losses, $0.18 per share
Board declared a quarterly cash dividend of $0.17 per share, payable June 5, 2026 to holders of record May 22, 2026
Purchased $30.7 million of stock at an average price of $7.46 per share, or 66% of book value
SIFCO Industries reported results for its second quarter and first half of fiscal 2026, ended March 31, 2026. Second-quarter net sales rose 39.0% to $26.4 million, and net income from continuing operations was $2.7 million, or $0.43 per diluted share, compared with a loss of $1.3 million, or $(0.22) per diluted share, a year earlier. The results show a return to profit on higher sales for shareholders, and the release includes no financial guidance for future periods.
Second-quarter net sales rose 39.0% to $26.4 million from $19.0 million a year earlier.
Second-quarter net income from continuing operations was $2.7 million, or $0.43 per diluted share, versus a loss of $1.3 million, or $(0.22) per diluted share, in the prior-year quarter.
First-half net sales rose 26.3% to $50.4 million; first-half net income from continuing operations was $4.4 million, or $0.72 per diluted share.
Second-quarter Adjusted EBITDA was $4.8 million, compared with $(0.2) million in the second quarter of fiscal 2025.
Dauch reported first quarter 2026 sales of $2.38 billion, up from $1.41 billion a year earlier, mainly because of the Dowlais acquisition. The company posted a net loss attributable to Dauch of $(100.3) million, or $(0.52) per share, compared with net income of $7.1 million a year earlier, while adjusted EBITDA rose to $308.5 million. It also raised its full-year 2026 sales range to $10.3 - $10.8 billion and its adjusted EBITDA range to $1.3 - $1.425 billion.
Q1 2026 sales were $2.38 billion versus $1.41 billion in Q1 2025.
Net loss attributable to Dauch was $(100.3) million, or $(0.52) per share, versus net income of $7.1 million, or $0.06 per share, a year earlier.
Adjusted EPS was $0.34 versus $0.22; adjusted EBITDA was $308.5 million versus $177.7 million.
Oshkosh reported first quarter 2026 results on May 8, 2026. Net income fell to $43.1 million, or $0.68 per diluted share, from $112.2 million, or $1.72, a year earlier, while sales were roughly flat at $2.32 billion. The company kept its 2026 adjusted earnings per share expectation of $11.50 and declared a $0.57 quarterly dividend.
Q1 net income $43.1 million ($0.68 diluted EPS) vs. $112.2 million ($1.72) a year earlier; adjusted EPS $0.85 vs. $1.92
Consolidated operating income fell 53.2% to $82.0 million, or 3.5% of sales, from $175.4 million
2026 outlook maintained: diluted EPS of $10.90 and adjusted EPS of $11.50 on net sales of about $11.0 billion
Quarterly dividend of $0.57 per share, payable June 9, 2026, to holders of record as of May 26, 2026
PPL reported first-quarter 2026 GAAP earnings of $452 million, or $0.60 per share, up from $414 million, or $0.56 per share, a year earlier. Earnings from ongoing operations were $478 million, or $0.63 per share, compared with $444 million, or $0.60 per share, in the first quarter of 2025. The company reaffirmed its 2026 ongoing EPS forecast of $1.90 to $1.98 and its 6% to 8% annual EPS growth target through at least 2029.
Operating revenues rose to $2,774 million from $2,504 million in the first quarter of 2025.
Reported EPS was $0.60 versus $0.56; ongoing EPS was $0.63 versus $0.60.
2026 ongoing EPS forecast reaffirmed at $1.90 to $1.98, with a $1.94 midpoint.
Pennsylvania base rate case settlement awaits a Public Utility Commission decision expected by the end of the second quarter of 2026, with new rates effective July 1, 2026.
MSG Sports reported fiscal third-quarter 2026 revenue of $432.2 million, up $8.0 million or 2% from a year earlier, driven mainly by higher league distributions. Operating income fell to $2.0 million, and the net loss widened to $20.0 million, or $0.83 per share, from $14.2 million, or $0.59 per share, a year earlier, so profit weakened even as sales grew.
Revenue of $432.2 million, up $8.0 million or 2%; league distributions rose $27.0 million, partly offset by lower ticket-related revenue down $12.9 million.
Operating income of $2.0 million, down $30.4 million; adjusted operating income of $10.3 million, down $26.6 million, as direct operating expenses rose $38.2 million.
Net loss of $20.0 million, or $0.83 per share, compared with a net loss of $14.2 million, or $0.59 per share, in the prior year quarter.
On February 18, 2026, the board approved exploring a possible spin-off separating the New York Knicks from the New York Rangers.
Fidelity National Information Services (FIS) reported first quarter 2026 results on May 8, 2026, with GAAP diluted EPS of $4.58, including an estimated $2.2 billion net-of-tax gain from the Worldpay Sale, and adjusted EPS of $1.36, up 12% from $1.21 a year earlier. Revenue rose 30% to $3.3 billion on a GAAP basis, while the company reiterated its full-year 2026 outlook, including adjusted EPS growth of 8-10%. The company has temporarily paused share repurchases and tuck-in acquisitions to accelerate deleveraging, which matters to shareholders because buybacks are on hold until its target gross leverage of 2.8x is reached.
GAAP diluted EPS was $4.58 versus $0.15 a year earlier, reflecting an estimated $2.2 billion net-of-tax gain from the Worldpay Sale
Adjusted EPS was $1.36, up 12% from $1.21; adjusted EBITDA rose 36% to $1.3 billion
Free cash flow was $474 million, up 111%; the company returned $262 million to shareholders through $30 million of buybacks and $232 million of dividends
Full-year 2026 outlook reiterated: adjusted EPS of $6.22-$6.32 and revenue of $13,770-$13,850 million; debt outstanding was $21.1 billion as of March 31, 2026
TDS reported first quarter 2026 total operating revenues from continuing operations of $309.5 million, up from $290.4 million a year earlier, and diluted earnings per share from continuing operations of $1.11, compared with a loss of $(0.20). The filing ties the profit swing partly to a $150.9 million book gain on an Array spectrum license sale closed January 13, 2026, and both business units reaffirmed their 2026 guidance. The company also disclosed a non-binding proposal, delivered May 7, 2026, to acquire the Array shares it does not already own.
Total operating revenues were $309.5 million, up 7%; TDS Telecom revenue fell 3% to $249.6 million while Array revenue rose 93% to $52.0 million.
Diluted EPS from continuing operations was $1.11 versus $(0.20) a year earlier; the filing records a $150.9 million book gain on the January 13, 2026 Array spectrum sale.
TDS Telecom and Array both reaffirmed 2026 guidance, with all estimates shown as unchanged from prior estimates.
On May 7, 2026, TDS delivered a non-binding proposal to acquire all Array common shares it does not own; a special committee of independent directors was formed to evaluate it.
Alpha reported a first-quarter 2026 net loss of $11.0 million, or $0.86 per diluted share, compared with a $33.9 million loss a year earlier, and Adjusted EBITDA rose to $30.0 million from $5.7 million. Total revenues were $525.0 million, slightly below $532.0 million a year earlier, and the company kept its 2026 cost of coal sales guidance range, citing higher diesel and supply costs in the quarter. At the May 6, 2026 annual meeting, stockholders re-elected all six directors and approved the other proposals.
Net loss of $11.0 million ($0.86 per diluted share) for Q1 2026, versus $17.3 million ($1.34 per share) in Q4 2025 and $33.9 million ($2.60 per share) in Q1 2025
Adjusted EBITDA of $30.0 million, compared with $28.5 million in Q4 2025 and $5.7 million in Q1 2025
Met segment cost of coal sales rose to $107.98 per ton from $101.43 in Q4 2025; cost of coal sales guidance range maintained for 2026, with a possible upward revision if the Iran conflict persists
As of April 30, 2026, the company had repurchased about 7.0 million shares for about $1.2 billion under a $1.5 billion program
Array reported first quarter 2026 revenue of $52.0 million, up from $27.0 million a year earlier, and net income attributable to Array shareholders of $179.8 million, or $2.08 per diluted share, versus $4.7 million, or $0.05, in the first quarter of 2025. The results include a $156.6 million book gain from a spectrum license sale, and the company reaffirmed its 2026 guidance, which it left unchanged. The filing also discloses a non-binding proposal from TDS, which owns about 81.9% of Array, to acquire the Array shares it does not own.
Q1 2026 total operating revenues were $52.0 million, versus $27.0 million in Q1 2025; site rental revenues grew 92%.
Net income attributable to Array shareholders was $179.8 million from continuing operations, or $2.08 per diluted share, including a $156.6 million book gain on spectrum license sales.
2026 guidance is unchanged: total operating revenues $200-$215 million and Adjusted EBITDA $200-$215 million.
On May 7, 2026, TDS proposed in a non-binding letter to acquire all Array common shares it does not own; a special committee of independent directors was formed to evaluate it.
Ultralife reported first-quarter 2026 sales of $47.4 million, down 6.5% from $50.7 million a year earlier, and an operating loss of $0.2 million compared with operating income of $3.4 million. The company cited a power outage, lost production days at its Raynham, MA facility, and weak Communications Systems orders, and said its record backlog of $115.1 million gives it a basis to restore profitability in 2026.
Sales were $47.4 million versus $50.7 million; Communications Systems sales fell 25.7% to $3.3 million.
GAAP EPS was ($0.03) versus $0.11, and adjusted EBITDA was $3.2 million versus $5.4 million.
Operating result included one-time costs of $1.7 million; gross margin fell to 21.3% from 25.1%.
Backlog reached $115.1 million, up from $110.2 million at the end of 2025.
Sylvamo reported a first-quarter 2026 net loss of $3 million, or $0.08 per diluted share, compared with net income of $27 million a year earlier. Net sales fell to $755 million from $821 million, and adjusted EBITDA dropped to $29 million from $90 million, which the company attributed to a transition year with capacity constraints, lower sales volume and higher costs. The company also declared a $0.45 dividend for the second quarter and did not provide new full-year guidance in the release.
Net loss of $3 million, or $0.08 per diluted share, versus net income of $27 million, or $0.65 per diluted share, in Q1 2025
Net sales of $755 million versus $821 million in Q1 2025 and $890 million in Q4 2025
Adjusted EBITDA of $29 million (4% margin) versus $90 million (11% margin) in Q1 2025; free cash flow was negative $59 million
Board declared a $0.45 dividend for the second quarter, paid April 28
Ubiquiti reported results for the fiscal third quarter ended March 31, 2026, with revenue of $788.2 million, up 18.7% from a year earlier but down 3.3% from the prior quarter. GAAP diluted earnings per share were $3.86, up from $2.98 a year earlier and flat with the prior quarter. The company also declared a $0.80 per share cash dividend for shareholders.
Revenue of $788.2 million, up 18.7% year over year and down 3.3% from $814.9 million in the prior quarter
GAAP diluted EPS of $3.86 versus $2.98 a year earlier; non-GAAP diluted EPS of $3.88
GAAP gross margin of 47.0%, up from 44.5% a year earlier and 45.9% in the prior quarter
$0.80 per share cash dividend payable May 26, 2026, to holders of record on May 18, 2026
Wendy's reported first quarter 2026 results for the period ended March 29, 2026. Total revenues rose 3.3% to $540.6 million, but net income fell 42.1% to $22.7 million and global systemwide sales declined 5.5%, driven largely by lower U.S. same-restaurant sales. The company reaffirmed its full-year 2026 outlook, which includes adjusted EBITDA of $460 million to $480 million.
Net income was $22.7 million, down from $39.2 million a year earlier; diluted EPS was $0.12 versus $0.19
Adjusted EBITDA was $111.3 million, down 10.6%; U.S. Company-operated restaurant margin fell to 11.4% from 14.8%
International systemwide sales grew 6.0%; a franchise agreement to build up to 1,000 restaurants in China was announced
No shares were repurchased in the first quarter or through the release date; a $0.14 quarterly dividend is payable June 15, 2026
Boundless Bio reported first-quarter 2026 results with a net loss of $13.6 million, down from $15.8 million a year earlier, as research and development and general and administrative expenses both fell. The company reported no revenue in the filing, and cash, cash equivalents and short-term investments declined to $92.8 million from $107.6 million at December 31, 2025, which it says will fund operations into the second half of 2028.
Net loss was $13.6 million for Q1 2026 versus $15.8 million for Q1 2025; net loss per share was $0.60 versus $0.71.
R&D expenses were $9.7 million versus $12.1 million a year earlier; G&A expenses were $4.7 million versus $5.2 million.
Cash and short-term investments were $92.8 million at March 31, 2026, down from $107.6 million at December 31, 2025.
The company expects cash to fund operations into the second half of 2028, with initial KOMODO-1 clinical proof-of-concept data expected within that runway.
LENSAR reported first quarter 2026 total revenue of $13.4 million, down 5% from $14.2 million a year earlier, as system sales fell to $0.8 million from $2.6 million. Net income was $36.3 million, compared with a net loss of $27.3 million, but the company said this was mainly due to $10.0 million in acquisition-related income tied to the terminated merger and a $23.9 million non-cash gain on warrant liabilities. Adjusted EBITDA was a loss of $0.3 million, compared with $0.2 million in the prior-year quarter.
Total revenue was $13.4 million, down from $14.2 million; recurring revenue rose 9% to $12.6 million
Net income was $36.3 million, or $1.56 per basic share, versus a net loss of $27.3 million, or $(2.32) per share, a year earlier
Adjusted EBITDA was a loss of $0.3 million, compared with income of $0.2 million in Q1 2025
Cash, cash equivalents and investments were $13.5 million at March 31, 2026, down from $18.0 million a year earlier
Treace Medical Concepts reported first quarter 2026 revenue of $47.2 million, down 10% from $52.6 million a year earlier, and a net loss of $18.0 million, or $0.28 per share, compared with $15.9 million, or $0.25 per share, in the first quarter of 2025. The company reaffirmed its full-year 2026 revenue guidance of $202 million to $212 million, a decline of 5% to 0%, so shareholders face weaker sales and a wider loss this quarter, though the outlook was not cut.
First quarter 2026 revenue was $47.2 million, down 10% from $52.6 million in the first quarter of 2025.
Net loss was $18.0 million, or $0.28 per share, versus $15.9 million, or $0.25 per share, a year earlier.
Full-year 2026 revenue guidance of $202 million to $212 million was reaffirmed, with an Adjusted EBITDA loss expected in the range of $4.0 million to $6.0 million.
Cash, cash equivalents and marketable securities totaled $51.9 million as of March 31, 2026, and the credit facility provides an additional $115 million subject to conditions.
Fluor reported first-quarter 2026 results on May 8, 2026. GAAP net earnings attributable to Fluor were $160 million, or $1.08 per share, compared with a loss of $241 million a year earlier, helped by a $124 million gain on the sale of CFHI. However, revenue fell 8% to $3.6 billion, adjusted EBITDA fell to $60 million from $155 million, and the company lowered the upper end of its 2026 adjusted EBITDA guidance, which matters to shareholders because it signals weaker expected profit for the year.
Revenue was $3.6 billion, down 8% year over year; GAAP EPS was $1.08 versus a loss of $1.42 a year earlier, while adjusted EPS was $0.14 versus $0.73.
Adjusted EBITDA guidance for 2026 was narrowed to $525 million to $560 million from $525 million to $585 million, citing cost growth on a mining project in the Americas and a temporary slowdown on another project due to Middle East geopolit
Mission Solutions posted a segment loss of $71 million, which included $96 million triggered by a court ruling on a lawsuit filed in 2013.
Q1 operating cash flow was $110 million, and share repurchases totaled $516 million, with the company targeting $1.4 billion for 2026.
Starwood Property Trust reported first quarter 2026 results for the period ended March 31, 2026, with GAAP net income attributable to the company of $51.9 million, or $0.13 per diluted share, and Distributable Earnings of $147.3 million, or $0.39 per diluted share. The company said it invested $2.5 billion in the quarter and $1.5 billion after quarter end, and the filing provides no prior-period comparison or guidance, so the results are hard to judge against the trend.
GAAP net income attributable to Starwood Property Trust was $51.9 million, or $0.13 per diluted share, for the quarter ended March 31, 2026.
Distributable Earnings, a non-GAAP measure, were $147.3 million, or $0.39 per diluted share.
The company invested $2.5 billion in the quarter, $1.5 billion after quarter end, and $4.0 billion year to date.
Total revenues were $512.5 million and interest expense was $328.9 million for the quarter.
Essent Group reported first-quarter 2026 net income of $171.8 million, or $1.82 per diluted share, down slightly in dollars from $175.4 million but up from $1.69 a year earlier, as total revenues rose to $336.1 million from $317.6 million. The board also declared a $0.35 quarterly dividend payable June 10, 2026, and the company said it had repurchased about 3.5 million shares for over $214 million year to date through April 30, 2026.
Diluted EPS was $1.82 versus $1.69 in Q1 2025; net income was $171.8 million versus $175.4 million.
Total revenues were $336.1 million versus $317.6 million; net premiums earned were $260.1 million versus $245.8 million.
Mortgage new insurance written was $11.1 billion, compared with $9.9 billion in Q1 2025.
Quarterly dividend of $0.35 per share is payable June 10, 2026, to holders of record on June 1, 2026.
AirSculpt reported first-quarter 2026 results for the three months ended March 31, 2026. Revenue was flat year over year at $39.4 million, and the net loss narrowed to $2.4 million from $2.8 million, while adjusted EBITDA fell to $3.3 million from $3.8 million; the company reaffirmed its full-year 2026 revenue and adjusted EBITDA guidance. The company raised $14.6 million through its at-the-market offering program in the quarter, and weighted average shares outstanding rose to 69.5 million from 58.5 million.
Revenue was flat at $39.4 million versus the prior-year first quarter, and same-center sales increased 1%.
Net loss was $2.4 million versus $2.8 million a year earlier; adjusted EBITDA was $3.3 million versus $3.8 million, with margin at 8.4% versus 9.5%.
2026 guidance reaffirmed: revenue of approximately $151 million to $157 million and adjusted EBITDA of approximately $15 million to $17 million.
As of March 31, 2026, cash was $16.7 million; the company raised $14.6 million from its at-the-market offering and paid down $11.4 million of debt in the quarter.
Innospec reported first-quarter 2026 revenue of $453.2 million, up 3% from a year earlier, but GAAP diluted EPS fell to $1.22 from $1.31 and adjusted EPS fell to $1.05 from $1.42, with Performance Chemicals hit by a January 2026 US winter storm. The Board raised the semi-annual dividend 10% to $0.92 per share and authorized a new $75 million share repurchase program starting May 12, 2026.
Revenue $453.2 million vs. $440.8 million; Performance Chemicals operating income fell 46% to $10.7 million
GAAP diluted EPS $1.22 vs. $1.31; adjusted non-GAAP EPS $1.05 vs. $1.42
Semi-annual dividend of $0.92 per share, up 10%, payable May 29, 2026 to holders of record May 19, 2026
New $75 million buyback over three years replaces the $50 million authorization, of which about $16 million remained
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.
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