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).
Burlington Stores reported first-quarter fiscal 2026 results for the quarter ended May 2, 2026, with total sales up 14% to $2.85 billion and diluted EPS of $1.79, compared with $1.58 a year earlier. The company raised its full-year fiscal 2026 sales and adjusted EPS guidance, now expecting adjusted EPS of $11.45 to $11.80. For shareholders, the higher outlook indicates the company expects first-quarter results to carry through the year, though the filing's adjusted EPS figures differ between the headline text and the reconciliation table.
Total sales rose 14% to $2.85 billion and comparable store sales rose 6% for the quarter.
Net income was $115 million, or $1.79 per diluted share, versus $101 million, or $1.58, a year earlier.
Full-year fiscal 2026 adjusted EPS guidance is now $11.45 to $11.80, versus $10.17 in fiscal 2025, with sales expected to rise 9% to 11%.
Second-quarter fiscal 2026 adjusted EPS is expected at $2.05 to $2.20; the reconciliation table lists first-quarter adjusted EPS at $2.01, while the release text cites $2.10.
Ross Stores reported first quarter fiscal 2026 sales up 21% to $6.0 billion and diluted earnings per share of $2.02, up 37% and well above its guidance of $1.60 to $1.67. The company raised its fiscal 2026 earnings per share outlook to $7.50 to $7.74 and expects second quarter earnings per share of $1.85 to $1.93.
Q1 comparable store sales rose 17%; operating margin was 13.4% versus a plan of 11.8% to 12.1%
Q1 net income was $650 million, up from $479 million a year earlier
Fiscal 2026 EPS outlook raised to $7.50 to $7.74, versus $6.61 in fiscal 2025
Q1 share repurchases totaled $319 million; the company remains on track to buy back $1.275 billion in fiscal 2026
Brady Corporation reported fiscal 2026 third-quarter sales of $435.2 million, up 13.8 percent, and adjusted diluted EPS of $1.50, up 23.0 percent from $1.22. The company raised its fiscal 2026 adjusted diluted EPS guidance to $5.20 to $5.30 per share, while its GAAP EPS guidance moved to $4.66 to $4.76 from $4.62 to $4.82. The results are a positive sign for shareholders, though GAAP guidance was narrowed and the pending Honeywell PSS acquisition is not yet closed.
Q3 sales were $435.2 million, up 13.8 percent, with organic growth of 8.2 percent
Q3 GAAP diluted EPS was $1.21 versus $1.09; adjusted diluted EPS was $1.50 versus $1.22
Adjusted diluted EPS guidance for the year ending July 31, 2026 raised to $5.20 to $5.30 from $4.95 to $5.15
Agreement to acquire Honeywell's Productivity Solutions and Services business, signed April 20, 2026, expected to close in the second half of calendar 2026
Heartflow reported first quarter 2026 revenue of $52.6 million, up 41% year over year, and a net loss of $27.4 million, or $0.32 per share, versus $32.3 million, or $5.25 per share, a year earlier. The company raised its full-year 2026 revenue guidance to $228 million to $232 million from $218 million to $222 million, though GAAP results include a $7.5 million non-cash impairment charge tied to facilities changes.
Q1 2026 total revenue was $52.6 million, up from $37.2 million; U.S. revenue was $48.3 million.
Gross margin was 80.2%, compared with 75.1% a year earlier.
Net loss was $27.4 million, including a $7.5 million non-cash impairment charge from a headquarters relocation to San Francisco.
2026 revenue guidance raised to $228 million to $232 million; cash, cash equivalents and investments were $254.9 million at March 31, 2026.
Acadia Realty Trust reported first-quarter 2026 results and raised its full-year 2026 guidance for FFO As Adjusted to $1.22-$1.26 per share from $1.21-$1.25. Net income attributable to Acadia shareholders was $30.5 million, compared with $1.6 million a year earlier, though NAREIT FFO per share fell to $0.26 from $0.34. The company also corrected several figures in the supplemental report and reported that all eight trustee nominees were elected at its May 13 annual meeting.
Q1 2026 FFO As Adjusted per diluted share was $0.30, up from $0.27 in Q1 2025; NAREIT FFO per diluted share was $0.26, down from $0.34.
2026 guidance raised: FFO As Adjusted to $1.22-$1.26 from $1.21-$1.25; net earnings per share to $0.37-$0.39 from $0.24-$0.26.
Net income attributable to Acadia shareholders was $30.5 million, versus $1.6 million, with a $142.1 million consolidated gain on disposition of properties in the quarter.
At the May 13, 2026 annual meeting, all eight trustees were elected and the non-binding advisory vote on executive compensation received 117,956,235 votes for and 6,293,624 against.
Vestis reported fiscal second quarter 2026 revenue of $659.4 million, down 0.9% from a year earlier, and net income of $2.6 million, compared with a net loss of $27.8 million a year ago. The company raised its fiscal 2026 Adjusted EBITDA outlook to $295 million to $325 million and its Free Cash Flow outlook to $120 million to $150 million, which it says reflects progress on its business transformation plan.
Q2 net income of $2.6 million, or $0.02 per diluted share, versus a net loss of $27.8 million in the prior-year quarter
Adjusted EBITDA of $74.5 million, versus $47.6 million in the prior-year quarter
Fiscal 2026 Adjusted EBITDA outlook raised to $295 million to $325 million from $285 million to $315 million; Free Cash Flow outlook raised to $120 million to $150 million from $50 million to $60 million
Repaid $34.0 million of debt during the quarter; available liquidity was $344.5 million as of April 3, 2026
Harmonic reported preliminary first-quarter 2026 results, with Broadband net revenue of $121.7 million, up 43% from $84.9 million a year earlier, and raised its full-year 2026 Broadband revenue outlook to $475 million to $495 million. The sale of its Video business to Leone Media Inc. (d/b/a MediaKind) for $145 million in cash is expected to close in the second quarter of 2026.
Q1 2026 Broadband GAAP net revenue $121.7 million vs. $84.9 million in Q1 2025; GAAP net income per share $0.10 vs. $0.02
Total company GAAP net income $7.3 million, or $0.07 per diluted share, including a $3.9 million loss from discontinued operations
Q2 2026 Broadband GAAP revenue guidance of $115 million to $125 million; 2026 GAAP net income per share guidance of $0.36 to $0.45
Video sale expected to close in Q2 2026; a related incentive plan provides a $835,000 cash bonus to an SVP and GM upon completion
Simon reported first-quarter 2026 net income attributable to common stockholders of $479.6 million, or $1.48 per diluted share, up from $413.7 million, or $1.27, a year earlier. The company raised its full-year 2026 Real Estate FFO per diluted share guidance to $13.10 to $13.25 and increased its quarterly common dividend to $2.25, which is $0.15 higher than the prior year.
Q1 2026 Real Estate FFO was $1.208 billion, or $3.17 per diluted share, up 7.5% from $2.95 a year earlier
2026 Real Estate FFO per diluted share guidance is $13.10 to $13.25, up from $13.00 to $13.25 provided on February 2, 2026
Quarterly common dividend of $2.25 is payable June 30, 2026 to holders of record on June 9, 2026
During Q1 2026 the company repurchased 965,296 shares of common stock for approximately $175 million
RadNet reported first-quarter 2026 revenue of $575.6 million, up 22.1% from a year earlier, and Adjusted EBITDA of $63.3 million, up 36.3%. The company still posted a net loss attributable to RadNet common stockholders of $33.5 million, or $(0.43) per share, narrowed from a $37.9 million loss, or $(0.51) per share, a year earlier. It raised 2026 Imaging Center guidance for revenue, Adjusted EBITDA and free cash flow and reaffirmed Digital Health guidance.
Total Company revenue was $575.6 million, up $104.2 million from $471.4 million in Q1 2025.
Imaging Center revised 2026 revenue guidance to $2,355 million to $2,405 million, from $2,325 million to $2,375 million.
Imaging Center revised 2026 Adjusted EBITDA guidance to $340 million to $353 million, from $335 million to $348 million; free cash flow guidance rose to $112 million to $122 million, from $105 million to $115 million.
Digital Health revenue rose 51.5% to $29.1 million, while its Adjusted EBITDA fell to $1.3 million from $3.7 million; Digital Health guidance was reaffirmed.
ANI Pharmaceuticals reported first quarter 2026 revenue of $237.5 million, up 20.5% from a year earlier, and GAAP net income of $29.5 million, or $1.28 per diluted share, compared with $0.69 a year earlier. The company raised its 2026 total net revenue, adjusted EBITDA and adjusted diluted EPS guidance and authorized a $100 million share repurchase program.
Q1 2026 total net revenues of $237.5 million, up 20.5%; Cortrophin Gel net revenues of $75.1 million, up 42.1%
GAAP diluted EPS of $1.28 vs. $0.69 a year earlier; adjusted non-GAAP diluted EPS of $2.05 vs. $1.70
2026 total net revenue guidance raised to $1,080 million to $1,140 million from $1,055 million to $1,115 million; adjusted non-GAAP EBITDA raised to $285 million to $300 million
Board authorized a $100 million share repurchase program effective May 8, 2026, running through May 2029; Brands net revenues fell 50.9%
Interface reported first-quarter 2026 net sales of $331 million, up 11.3% year over year, with GAAP diluted EPS of $0.40 versus $0.22 a year earlier. The company raised its full-year 2026 net sales outlook to $1.450 billion to $1.480 billion from $1.420 billion to $1.460 billion, which signals higher expected revenue for shareholders this year.
Q1 2026 net sales $331.0 million, up 11.3%; up 6.8% on a currency-neutral basis
GAAP diluted EPS $0.40 vs. $0.22; adjusted diluted EPS $0.41 vs. $0.25, up 64.0%
Full-year 2026 net sales guidance raised to $1.450 billion to $1.480 billion; capital expenditure guidance raised to $60 million from $55 million
Company repurchased $12.0 million of common stock in the first quarter
Grainger reported first-quarter 2026 sales of $4.7 billion, up 10.1%, and diluted EPS of $11.65, up 18.2% from a year earlier. The company raised its full-year 2026 guidance, including diluted adjusted EPS of $44.25 to $46.25, up from $42.25 to $44.75, and announced a 10% quarterly dividend increase.
Q1 2026 sales were $4.7 billion, up 10.1%, or 12.2% on a daily, organic constant currency basis
Diluted EPS was $11.65, up 18.2%, and operating margin was 16.7%, up 110 basis points
Updated 2026 diluted adjusted EPS guidance is $44.25 to $46.25, versus the prior $42.25 to $44.75
Quarterly dividend increased 10%; first-quarter operating cash flow was $739 million
Concentra Group Holdings Parent reported first-quarter 2026 revenue of $569.6 million, up 13.7%, and net income of $52.3 million, up 28.7%, with earnings per share of $0.39 versus $0.30 a year earlier. The company raised its full-year 2026 guidance and declared a $0.0625 per share cash dividend, while repurchasing $15.0 million of its shares in the quarter. The filing does not state the prior guidance, so the size of the raise cannot be measured from it.
Net income of $52.3 million, up 28.7% from $40.6 million; earnings per share of $0.39 versus $0.30
Adjusted EBITDA of $120.7 million, up 17.6% from $102.7 million; free cash flow of $9.9 million versus negative $4.0 million
Raised 2026 outlook: revenue of $2.275 billion to $2.375 billion; Adjusted EBITDA of $460 million to $480 million; free cash flow of $215 million to $235 million
Cash dividend of $0.0625 per share, payable June 9, 2026, to holders of record on May 19, 2026
Mettler-Toledo reported first-quarter 2026 results on May 7, 2026, with reported sales up 7% to $947.1 million and GAAP diluted EPS of $8.33, compared with $7.81 a year earlier. Adjusted EPS rose 9% to $8.91. The company raised its full-year 2026 adjusted EPS forecast to $46.30 to $46.95 from $46.05 to $46.70, while its local currency sales growth forecast of about 4% was unchanged.
Reported sales rose 7% to $947.1 million; local currency sales rose 3%, or 1% excluding acquisitions.
GAAP diluted EPS was $8.33 versus $7.81; adjusted EPS was $8.91 versus $8.19, up 9%.
Full-year 2026 adjusted EPS forecast raised to $46.30 to $46.95 from $46.05 to $46.70.
Second-quarter 2026 adjusted EPS forecast is $10.70 to $10.85, with local currency sales growth of about 3%.
Callaway Golf reported first-quarter 2026 net sales of $687.5 million, up 9.2% from a year earlier, and GAAP diluted earnings per share from continuing operations of $0.38, up from $0.33. The company raised its full-year 2026 net sales and Adjusted EBITDA outlook, which matters to shareholders because it signals higher expected results for the year, though the filing notes some first-quarter timing benefits.
Net sales rose to $687.5 million from $629.6 million, with Golf Equipment up 9.5% and Apparel, Gear and Other up 8.4%.
Full-year 2026 net sales outlook raised to $2.015 billion to $2.070 billion, from $1.98 billion to $2.05 billion previously.
Full-year 2026 Adjusted EBITDA outlook raised to $211 million to $233 million, from $170 million to $195 million previously.
GAAP net income from continuing operations was $74.9 million, after a $27.7 million loss from equity method investments; the company settled $258 million of convertible notes on May 1, 2026.
CareTrust REIT reported first-quarter 2026 results that improved from a year earlier and raised its full-year 2026 guidance. Normalized FFO was $0.48 per diluted share, up from $0.42, and the company raised its quarterly dividend to $0.39 per share from $0.335. For shareholders, the filing shows higher earnings per share, a larger dividend and higher projected per-share results for 2026.
Net income attributable to CareTrust was $80.2 million, or $0.36 per diluted share, versus $0.35 a year earlier.
Normalized FFO was $107.4 million, or $0.48 per diluted share, versus $0.42 a year earlier.
2026 guidance: Normalized FFO of $2.00 to $2.04 per share and Normalized FAD of $1.98 to $2.02 per share.
Quarterly dividend increased to $0.39 per share from $0.335 per share.
Mitek Systems reported fiscal second-quarter 2026 revenue of $54.8 million, up 6% from a year earlier, and GAAP net income of $9.5 million, up from $9.2 million. The company raised its full-year fiscal 2026 revenue and adjusted EBITDA margin guidance, which points to higher expected revenue for shareholders, though GAAP gross margin fell.
Q2 revenue was $54.8 million versus $51.9 million a year ago; SaaS revenue rose 18% to $21.2 million.
GAAP net income was $9.5 million, or $0.20 per diluted share, versus $9.2 million, or $0.20, a year ago.
Fiscal 2026 total revenue guidance was raised to $189 million to $198 million; fiscal third-quarter revenue guidance is $49 million to $53 million.
GAAP gross profit margin was 78.8%, down from 81.2% a year ago; cash and investments were $77.6 million at March 31, 2026, after retiring $155 million of convertible notes.
Gen Digital reported fiscal 2026 revenue of $5,000 million, up 27%, and GAAP diluted EPS of $1.57, up 53%. It raised its fiscal 2027 guidance to revenue of $5,325 million to $5,425 million and EPS of $2.85 to $2.95. The company also disclosed a restructuring program approved May 5, 2026, with expected charges of about $50 million, which it says will be implemented over the next twelve months.
FY26 GAAP revenue of $5,000 million, up 27%; GAAP diluted EPS of $1.57, up 53%
FY26 non-GAAP diluted EPS of $2.56, up 15%; free cash flow of $1,523 million
FY27 guidance: revenue of $5,325 million to $5,425 million; EPS of $2.85 to $2.95
Restructuring program approved May 5, 2026, with about $50 million in expected charges; quarterly dividend of $0.125 per share payable June 10, 2026
Airbnb reported first-quarter 2026 revenue of $2.7 billion, up 18% year over year and above the high end of its guidance, with net income of $160 million and Adjusted EBITDA of $519 million, up 24%. The company raised its full-year 2026 revenue growth outlook to low to mid teens and expects Adjusted EBITDA Margin of at least 35%, though it noted cancellations linked to the Middle East conflict.
Q1 2026 revenue was $2.7 billion, up 18% year over year (15% excluding FX); net income was $160 million, compared with a net income margin of 6% versus 7% a year earlier.
Q2 2026 revenue is expected at $3.54 billion to $3.60 billion, up 14% to 16% year over year.
For 2026, revenue growth is now expected to accelerate to low to mid teens, and Adjusted EBITDA Margin is expected to be at least 35%.
Q1 2026 included a one-time gain of approximately $70 million from a privately-held equity investment sale, offset by a one-time adjustment of approximately $70 million to deferred tax assets.
Vericel reported first quarter 2026 total revenue of $68.4 million, up 30% from $52.6 million a year earlier, and its net loss narrowed to $6.3 million, or $0.12 per diluted share, from $11.2 million, or $0.23 per share. The company raised its full-year 2026 total revenue guidance to $326 to $336 million from $316 to $326 million, which signals higher expected sales for shareholders.
Total revenue of $68.4 million, up 30% from $52.6 million in the first quarter of 2025
Net loss of $6.3 million, or $0.12 per diluted share, compared with $11.2 million, or $0.23, a year earlier
Full-year 2026 total revenue guidance raised to $326 to $336 million; Burn Care guidance raised to $44 to $48 million from $36 to $40 million
Free cash flow of $15.1 million; approximately $211 million in cash and investments and no debt
Curtiss-Wright reported first quarter 2026 sales of $914 million, up 13%, and adjusted diluted EPS of $3.48, up 23%, with new orders up 16%. The company raised its full-year 2026 adjusted guidance for sales, operating income, operating margin, diluted EPS and free cash flow, which signals higher expected profit for shareholders.
Q1 2026 reported diluted EPS was $3.46, versus $2.68 a year earlier; adjusted operating margin rose 100 basis points to 17.6%.
Full-year 2026 adjusted diluted EPS guidance raised to $14.90 to $15.30, from $14.70 to $15.15 previously.
Free cash flow guidance raised to $580 million to $600 million; Q1 free cash flow was negative $17 million.
Tapestry reported fiscal third-quarter 2026 net sales of $1.92 billion, up 21% from a year earlier, and GAAP diluted EPS of $1.65, up 74%. The company raised its fiscal 2026 revenue, operating margin, EPS and cash flow outlook, and lifted its planned shareholder returns to $1.6 billion, which matters for shareholders because it signals stronger expected earnings and more capital returned.
Q3 net sales $1.92 billion, up 21% (19% constant currency); Coach brand up 31%
GAAP diluted EPS $1.65 versus $0.95 a year earlier; GAAP operating margin 22.3% versus 16.0%
Fiscal 2026 EPS outlook raised to about $6.95 from $6.40 to $6.45 (non-GAAP)
Planned fiscal 2026 buybacks raised to about $1.3 billion from $1.2 billion; quarterly dividend $0.40 payable June 22, 2026
Phibro Animal Health reported results for the quarter ended March 31, 2026, with net sales of $383.5 million, up 10%, and net income of $24.0 million, up 15%. The company raised the lower end of several fiscal 2026 guidance ranges, resulting in higher midpoints, and guides to net sales of $1.46 billion to $1.50 billion and adjusted EBITDA of $247 million to $255 million. For shareholders, the filing shows higher sales and profit and a higher outlook for the fiscal year ending June 30, 2026, though Performance Products sales fell 17%.
Quarterly net sales of $383.5 million, up $35.7 million or 10%; Animal Health sales rose 13% to $291.2 million
Net income of $24.0 million, up 15%; diluted EPS of $0.59 versus $0.51 a year earlier
Fiscal 2026 guidance: net sales of $1.46 billion to $1.50 billion, adjusted EBITDA of $247 million to $255 million, and diluted EPS of $2.25 to $2.44
Revolving credit facility increased by $125 million to $435 million on April 28, 2026
Matador Resources reported first-quarter 2026 production of 207,594 barrels of oil equivalent per day, above its guided range of 201,000 to 205,000, and raised its full-year 2026 oil and total production guidance while keeping its total capital spending range of $1.45 to $1.55 billion unchanged. The company also said it expects to fully repay its reserve-based lending facility later in May 2026, which it says would lift liquidity to $2.2 billion, though first-quarter natural gas prices fell 82% year over year.
Q1 2026 total production of 207,594 BOE per day, up 5% from Q1 2025, and oil production of 120,277 barrels per day
2026 oil production guidance raised to 123,000 to 125,000 barrels per day from 122,000 to 124,000; total guidance raised to 210,500 to 216,000 BOE per day
Operating expense guidance raised to $31.00 to $33.00 per BOE from $30.00 to $31.00; Q1 realized natural gas price was $0.64 per Mcf versus $3.56 a year earlier
Company expects 2026 adjusted free cash flow of $1.1 to $1.2 billion and has paid down over $350 million on its reserve-based lending facility since year-end 2025
Axon reported first-quarter 2026 revenue of $807 million, up 34% year over year, and raised its full-year 2026 revenue growth outlook to 30% to 32% from 27% to 30%. Net income rose to $169 million from $88 million, but gross margin fell 150 basis points and operating cash flow was an outflow of $32 million, so shareholders face stronger growth and profit alongside weaker margins and cash flow in the quarter.
Q1 2026 revenue of $807 million, up 34% year over year; Software & Services revenue of $355 million, up 35%
Net income of $169 million, or $2.05 per diluted share, versus $88 million a year earlier; non-GAAP net income of $133 million
Full-year 2026 revenue growth outlook raised to 30% to 32% from 27% to 30%; Adjusted EBITDA margin outlook of 25.5% unchanged
Total gross margin of 59.1%, down 150 basis points year over year; operating cash outflow of $32 million
Dutch Bros reported first-quarter 2026 results on May 6, 2026, with total revenues up 30.8% to $464.4 million and net income of $23.7 million, compared with $22.5 million a year earlier. The company raised its full-year 2026 guidance for total revenues, same shop sales growth, adjusted EBITDA and shop openings, while capital expenditure guidance was unchanged.
Total revenues grew 30.8% to $464.4 million from $355.2 million in the first quarter of 2025.
Net income was $23.7 million versus $22.5 million; diluted EPS was $0.13 in both periods.
Adjusted EBITDA grew 26.2% to $79.4 million from $62.9 million.
2026 guidance now calls for total revenues of $2.05 billion to $2.08 billion, adjusted EBITDA of $370 million to $380 million, same shop sales growth of 4% to 6%, and at least 185 total shop openings.
CoreCivic reported first-quarter 2026 net income of $37.9 million, or $0.38 per diluted share, up from $25.1 million, or $0.23, a year earlier, on revenue of $614.7 million. It raised full-year 2026 diluted EPS guidance to $1.51 to $1.61 from $1.49 to $1.59, and said the update includes its April 1, 2026 acquisition of Clinical Solutions Pharmacy, with an initial price of approximately $148.0 million.
Q1 2026 revenue was $614.7 million, up 25.8% from the prior year quarter; net income was $37.9 million, up 51.0%.
Adjusted diluted EPS was $0.40, up 73.9%, excluding $2.4 million of merger and acquisition expenses.
Full-year 2026 diluted EPS guidance was raised to $1.51 to $1.61; adjusted EBITDA guidance is $453.8 million to $461.8 million, up from $437.0 million to $445.0 million.
Guidance reflects a recent decrease in nationwide ICE populations, which the company says it believes is temporary.
Clean Harbors reported first-quarter 2026 revenue of $1.46 billion, up from $1.43 billion a year earlier, and net income of $63.2 million, or $1.19 per diluted share, versus $1.09 a year earlier. The company raised the midpoint of its 2026 Adjusted EBITDA guidance by $40 million and its adjusted free cash flow guidance by $10 million, though first-quarter adjusted free cash flow was negative $75.8 million.
Q1 revenue was $1.46 billion versus $1.43 billion in Q1 2025; income from operations rose 7% to $118.9 million.
Q1 net income was $63.2 million, or $1.19 per diluted share, versus $58.7 million, or $1.09 per share, a year earlier.
Full-year 2026 Adjusted EBITDA guidance is $1.24 billion to $1.30 billion, with the midpoint raised by $40 million.
Full-year 2026 adjusted free cash flow guidance is $490 million to $550 million, with the midpoint raised by $10 million; Q1 adjusted free cash flow was negative $75.8 million.
SharkNinja reported first quarter 2026 net sales up 15.6% to $1,412.8 million and net income up 3.1% to $121.5 million, with GAAP diluted EPS of $0.85. The company raised its fiscal 2026 outlook for net sales and Adjusted Net Income per diluted share and Adjusted EBITDA, while GAAP net income margin and gross margin declined.
Net sales rose 15.6% to $1,412.8 million; Adjusted Net Income rose 25.1% to $154.8 million
GAAP net income per diluted share was $0.85, up 2.4% from $0.83; gross margin fell 10 basis points to 49.2%
Fiscal 2026 outlook raised: net sales growth of 11.5% to 12.5% and Adjusted Net Income per diluted share of $6.00 to $6.10
Cash used in operating activities was $156.3 million in the quarter, compared with $54.9 million a year earlier
Kennametal reported fiscal 2026 third-quarter sales of $593 million, up 22% from a year earlier, and diluted EPS of $0.75 versus $0.41. The company raised its full-year sales and adjusted EPS outlook, citing the unprecedented rise in tungsten pricing and stronger volume, but year-to-date operating cash flow fell to $70 million from $130 million, mainly due to higher inventory.
Q3 sales of $593 million rose 22% (19% organic); operating income was $79 million, a 13.4% margin, versus $44 million a year earlier
Diluted EPS was $0.75 versus $0.41; adjusted EPS was $0.77 versus $0.47 in the prior-year quarter
Full-year fiscal 2026 outlook raised: sales of $2.33 to $2.35 billion and adjusted EPS of $3.75 to $4.00
Nine-month free operating cash flow was $18 million versus $63 million; quarterly dividend of $0.20 per share is payable May 26, 2026
Cencora reported fiscal second-quarter results for the period ended March 31, 2026, with revenue up 3.8% year over year to $78.4 billion and adjusted diluted EPS up 7.5% to $4.75. GAAP diluted EPS of $8.40 was boosted by a $1.1 billion remeasurement gain tied to its OneOncology acquisition. The company raised its fiscal 2026 adjusted diluted EPS guidance to $17.65 to $17.90 and expects to repurchase $1 billion in shares by the end of calendar 2026.
Revenue of $78.4 billion, up 3.8% year over year; adjusted diluted EPS of $4.75 vs. $4.42 a year earlier
GAAP diluted EPS of $8.40 vs. $3.68 a year earlier, including a $1.1 billion gain on the OneOncology remeasurement
Fiscal 2026 adjusted diluted EPS guidance raised to $17.65 to $17.90 from $17.45 to $17.75
Cencora expects to repurchase $1 billion in shares by end of calendar 2026; quarterly dividend of $0.60 per share payable June 1, 2026
Freshpet reported first-quarter 2026 net sales of $297.6 million, up 13.1% from a year earlier, and net income of $48.5 million, compared with a net loss of $12.7 million in the prior-year quarter. The net income figure includes a $62.0 million gain on the sale of an equity investment, and the company raised its full-year 2026 net sales growth guidance while leaving its Adjusted EBITDA guidance unchanged.
Net sales rose to $297.6 million, up 13.1%, driven by volume gains of 14.6% and offset by unfavorable price/mix of 1.5%.
Net income was $48.5 million, including a $62.0 million gain on equity investment; Adjusted EBITDA was $37.9 million versus $35.5 million a year earlier, with the Adjusted EBITDA margin at 12.7% versus 13.5%.
Full-year 2026 net sales growth guidance was raised to 8% to 11%, from 7% to 10%; Adjusted EBITDA guidance of $205 million to $215 million was unchanged.
Cash and cash equivalents were $381.4 million at March 31, 2026, after $95.5 million of proceeds from the equity investment sale.
GEO Group reported first-quarter 2026 revenue of $705.2 million, up 17% from a year earlier, and net income attributable to GEO Operations of $38.3 million, or $0.29 per diluted share, versus $0.14 a year earlier. The company raised its full-year 2026 guidance for revenue, net income per share and Adjusted EBITDA, which points to stronger expected earnings for shareholders.
Q1 2026 revenue of $705.2 million, up from $604.6 million in Q1 2025
Q1 2026 Adjusted EBITDA of $131.4 million, up 32% from $99.8 million
FY2026 guidance raised to $2.95-$3.10 billion revenue, $1.15-$1.25 diluted EPS and $525-$545 million Adjusted EBITDA
Q2 2026 guidance of $0.25-$0.29 diluted EPS on quarterly revenue of $715-$725 million; company repurchased about 3.6 million shares for $50 million in Q1
CLEAR Secure reported first-quarter 2026 revenue of $253.0 million, up 19.7% from a year earlier, and net income of $56.4 million, up from $38.6 million. The company raised its full-year 2026 free cash flow guidance to at least $465 million from at least $440 million, and it expects second-quarter revenue of $268 million to $271 million.
Q1 2026 revenue of $253.0 million, up 19.7% year over year; Total Bookings of $291.7 million, up 40.8%
Net income of $56.4 million, versus $38.6 million a year earlier; diluted EPS of $0.38, versus $0.26
Full-year 2026 free cash flow guidance raised to at least $465 million from at least $440 million
Second-quarter 2026 revenue guidance of $268 million to $271 million, and a quarterly dividend of $0.15 per share payable June 24, 2026
Everus reported first-quarter 2026 revenue of $1.04 billion, up 25.4%, and net income of $58.3 million, up 58.9%, with diluted EPS of $1.14 compared with 72 cents a year earlier. The company raised its 2026 revenue and EBITDA guidance, citing the first-quarter results and its SE&M Constructors acquisition, which it said closed in the second quarter.
Revenue of $1.04 billion versus $826.6 million; E&M revenue rose 28.8% and T&D revenue rose 10.5%.
Net income of $58.3 million, or $1.14 diluted EPS, versus $36.7 million, or 72 cents, a year earlier.
2026 revenue guidance raised to $4.3 billion to $4.4 billion from $4.1 billion to $4.2 billion; EBITDA guidance raised to $345 million to $360 million from $320 million to $335 million.
SE&M acquisition announced April 2 for $158 million, subject to closing adjustments; backlog was $3.68 billion as of March 31, 2026.
Celanese reported first quarter 2026 GAAP diluted EPS from continuing operations of $0.41 and adjusted EPS of $0.85, compared with $(0.17) and $0.54 a year earlier. Net sales were $2.3 billion, down from $2.4 billion a year earlier but up 6 percent sequentially, and the company raised its full-year free cash flow outlook to $700 million to $800 million, which matters to shareholders because it points to expected cash generation and deleveraging. The company also guided second-quarter adjusted EPS to $2.00 to $2.40.
Adjusted EPS of $0.85 versus $0.54 in Q1 2025; GAAP diluted EPS from continuing operations of $0.41 versus $(0.17)
Net sales of $2.3 billion, up 6 percent sequentially from $2.2 billion in Q4 2025 and down from $2.4 billion in Q1 2025
Full-year 2026 free cash flow outlook raised to $700 million to $800 million
Q2 2026 adjusted EPS expected at $2.00 to $2.40; about $3.00 expected for second half of 2026
Jack Henry & Associates reported fiscal third-quarter 2026 results for the quarter ended March 31, 2026, with GAAP revenue up 8.7% to $636.2 million and GAAP operating income up 11.8%. The company said it increased its full-year non-GAAP revenue, non-GAAP margin expansion and GAAP EPS guidance, while noting expected relative weakness in non-GAAP revenue and margins in fiscal Q4.
GAAP diluted EPS was $1.71 for the quarter, up 12.2% from $1.52 a year earlier; non-GAAP adjusted revenue rose 7.3%.
Fiscal 2026 GAAP EPS guidance is $6.78 to $6.87, and GAAP revenue guidance is $2,521 million to $2,533 million.
The company repurchased $159 million of stock in the quarter at an average of $162 per share, and $284 million year to date.
Cash and cash equivalents were $21 million at March 31, 2026, and credit facility borrowings were $90 million, down from $170 million a year earlier.
Dave Inc. reported first-quarter 2026 revenue of $158.4 million, up 47% from a year earlier, and GAAP net income of $57.9 million, up 101%. It raised its full-year 2026 revenue, adjusted EBITDA and adjusted diluted EPS guidance and repurchased $194.9 million of shares in the quarter. Provision for credit losses rose to $26.6 million from $10.6 million, which the company attributed to quarter-end timing.
Q1 2026 revenue was $158.4 million, up from $108.0 million, and GAAP net income was $57.9 million, up from $28.8 million.
Adjusted EBITDA was $69.3 million, up 57%, and adjusted diluted EPS was $3.64, up 64%.
2026 revenue guidance rose to $710 million to $720 million from $690 million to $710 million; adjusted diluted EPS guidance rose to $16.25 to $16.75 from $14.00 to $15.00.
Share repurchases totaled $194.9 million in Q1, and $113.3 million remained under the existing authorization as of the release.
DaVita reported first-quarter 2026 revenue of $3.416 billion, up from $3.224 billion a year earlier, and operating income of $482 million, up from $439 million. It also raised its 2026 adjusted diluted EPS guidance to $14.10 to $15.20 from $13.60 to $15.00, which matters to shareholders because it signals higher expected profit for the year. Compared with the fourth quarter of 2025, revenue and operating income were lower.
Q1 2026 diluted EPS from continuing operations was $2.87, versus $2.00 in Q1 2025 and $2.94 in Q4 2025.
2026 adjusted operating income guidance rose to $2,150 million to $2,250 million from $2,085 million to $2,235 million.
Free cash flow guidance for 2026 was unchanged at $1,000 million to $1,250 million.
The company repurchased 3.0 million shares for $403 million in Q1 2026 and 2.0 million more shares for $302 million from April 1 through May 5, 2026.
Veracyte reported first-quarter 2026 total revenue of $139.1 million, up 21% from a year earlier, and GAAP net income of $28.7 million, compared with $7.0 million in the first quarter of 2025. The company raised its 2026 total revenue guidance to $582 million to $592 million and its adjusted EBITDA margin guidance to greater than 26%, which shareholders may view as a sign that growth is running ahead of earlier expectations.
Total revenue was $139.1 million, up 21% from $114.5 million; testing revenue was $135.1 million, up 26%.
GAAP net income was $28.7 million, or $0.35 per diluted share, versus $7.0 million, or $0.09 per diluted share, a year earlier.
2026 total revenue guidance was raised to $582 million to $592 million from $570 million to $582 million.
Adjusted EBITDA margin guidance was raised to greater than 26% from approximately 25%.
Assurant reported first-quarter 2026 GAAP net income of $274.1 million, up 87% from $146.6 million a year earlier, and raised its full-year 2026 outlook. The company now expects share repurchases of $300 million to $350 million this year, at the upper end of its prior guidance.
GAAP net income per diluted share was $5.41, up 91% from $2.83; adjusted earnings per diluted share excluding reportable catastrophes rose 9% to $6.33 from $5.79.
Reportable catastrophes totaled $24.4 million in the quarter, down from $157.0 million in first-quarter 2025.
2026 outlook: Adjusted EBITDA and adjusted EPS, both excluding reportable catastrophes, now expected to grow low single digits, or high single digits on an underlying basis.
$620 million remains under the current share repurchase authorization after $30 million of buybacks from April 1 through May 1, 2026.
Sunstone Hotel Investors reported first-quarter 2026 net income attributable to common stockholders of $16.0 million, or $0.08 per diluted share, up from $1.3 million, or $0.01, a year earlier, and raised its full-year 2026 guidance for net income and Adjusted FFO per share. The company said it repurchased $49.2 million of common and preferred stock from the start of 2026 through May 1, 2026. General Counsel David Klein will leave the company effective May 31, 2026, as part of an executive restructuring.
Q1 2026 net income attributable to common stockholders was $16.0 million, or $0.08 per diluted share, versus $1.3 million, or $0.01, in Q1 2025.
RevPAR for all hotels rose 14.6% to $255.04; excluding Andaz Miami Beach, RevPAR rose 5.7%.
Full-year 2026 net income per diluted share guidance is now $0.11 to $0.18, up from $0.02 to $0.16; Adjusted FFO per diluted share guidance is now $0.88 to $0.96, up from $0.81 to $0.94.
General Counsel David Klein departs May 31, 2026, with a cash payment of $1,500,000 less the value of accelerated stock awards, plus accelerated vesting of awards covering 73,920 shares.
TransDigm reported second-quarter fiscal 2026 net sales of $2,544 million, up 18%, and net income of $536 million, up 12%. The company raised its full-year fiscal 2026 guidance at the midpoint for sales, EBITDA As Defined and adjusted earnings per share, while noting that net income guidance is roughly flat versus fiscal 2025 due to higher interest expense.
Q2 earnings per share were $9.20, up 12%; adjusted earnings per share were $9.85, up 8% from $9.11.
Fiscal 2026 sales guidance midpoint rose $420 million; EBITDA As Defined guidance midpoint rose $210 million.
Adjusted EPS guidance midpoint rose $1.14 to a range of $38.83 to $40.21.
Net income guidance of $2,026 million to $2,106 million implies a 0.4% decrease at the midpoint versus fiscal 2025.
IQVIA reported first-quarter 2026 revenue of $4,151 million, up 8.4% from a year earlier, and GAAP diluted EPS of $1.61 versus $1.40. The company raised its full-year 2026 adjusted diluted EPS guidance to $12.65-$12.95 while reaffirming its revenue and Adjusted EBITDA guidance, and it repurchased $552 million of its stock during the quarter.
Q1 2026 revenue $4,151 million, up 8.4% reported and 6.0% at constant currency; GAAP net income $274 million versus $249 million a year earlier
Adjusted diluted EPS $2.90, up 7.4% year-over-year; GAAP diluted EPS $1.61 versus $1.40
Full-year 2026 adjusted diluted EPS guidance raised to $12.65-$12.95; revenue guidance of $17,150-$17,350 million and Adjusted EBITDA guidance of $3,975-$4,025 million reaffirmed
Free cash flow $491 million, up 15%; $552 million of common stock repurchased in the quarter, with $1,217 million of authorization remaining as of March 31, 2026
Enpro reported first-quarter 2026 sales of $303.0 million, up 10.9%, with net income of $27.4 million versus $24.5 million and diluted EPS of $1.29 versus $1.15. The company raised its full-year 2026 guidance, now expecting revenue growth of 10% to 14%, adjusted EBITDA of $315 million to $330 million, and adjusted diluted EPS of $8.85 to $9.50, up from the prior ranges.
Q1 2026 sales of $303.0 million, up 10.9%; net income $27.4 million versus $24.5 million
Adjusted diluted EPS guidance raised to $8.85 to $9.50 from $8.50 to $9.20
Adjusted EBITDA guidance raised to $315 million to $330 million from $305 million to $320 million
Quarterly dividend of $0.32 per share payable June 17, 2026, to holders of record as of June 3, 2026
OPENLANE reported first quarter 2026 revenue of $527.9 million, up 15% from $460.1 million a year earlier, with net income of $48.9 million, up from $36.9 million. The company raised its full-year 2026 guidance, lifting its net income range to $147 million-$164 million and its Adjusted EBITDA range to $365 million-$385 million, which means higher expected profit for shareholders.
Q1 2026 revenue $527.9 million vs. $460.1 million in Q1 2025 (up 15%); auction and related fees rose 22% to $241.8 million
Q1 2026 net income $48.9 million vs. $36.9 million; diluted EPS $0.35 vs. $0.18
Q1 2026 Adjusted EBITDA $96.7 million vs. $82.8 million (up 17%)
2026 guidance raised: net income $147 million-$164 million (from $130 million-$147 million); Adjusted EBITDA $365 million-$385 million (from $350 million-$370 million)
Life Time reported first-quarter 2026 revenue of $788.7 million, up 11.7%, and net income of $88.1 million, up 15.8%, with diluted EPS of $0.39. The company raised its full-year 2026 guidance, including net income of $340 million to $345 million, up from $330 million to $336 million. Free cash flow was negative $61.2 million in the quarter as total capital expenditures rose 82.5%.
2026 revenue guidance raised to $3.320 billion to $3.350 billion; Adjusted EBITDA guidance raised to $925 million to $940 million
Total capital expenditures $260.0 million in Q1, up 82.5%; free cash flow was negative $61.2 million
Sale-leaseback guidance raised to about $400 million from $300 million; April 29-30 transactions netted about $200 million
ADM reported first-quarter 2026 results on May 5, 2026, with GAAP EPS of $0.62 and adjusted EPS of $0.71, both slightly above the prior year, and revenue of $20.49 billion. The company raised its full-year 2026 adjusted EPS guidance to $4.15 to $4.70, citing expected earnings improvement in crushing and ethanol after the finalization of the 2026 and 2027 renewable volume obligations. The Ag Services and Oilseeds segment's operating profit fell 34%, mainly due to about $275 million of net negative mark-to-market and timing impacts.
Q1 2026 GAAP EPS was $0.62 versus $0.61 a year earlier; adjusted EPS was $0.71 versus $0.70.
Revenue was $20.49 billion versus $20.18 billion; net earnings attributable to ADM were $298 million versus $295 million.
2026 adjusted EPS guidance is $4.15 to $4.70, up from the prior $3.60 to $4.25 range.
Ag Services and Oilseeds segment operating profit fell 34% to $273 million, mainly from mark-to-market and timing impacts of about $275 million.
New Jersey Resources reported fiscal 2026 second-quarter net income of $218.9 million, or $2.17 per share, up from $204.3 million, or $2.04 per share, a year earlier. The company raised its fiscal 2026 net financial earnings per share guidance by $0.20 to $3.48-$3.63, citing continued strong performance at Energy Services, which is the second increase this year.
Q2 net income was $218.9 million, or $2.17 per share, versus $204.3 million, or $2.04 per share, a year earlier.
Q2 net financial earnings (non-GAAP) were $221.5 million, or $2.20 per share, versus $178.3 million, or $1.78 per share.
Fiscal 2026 NFEPS guidance rose to $3.48-$3.63 from $3.28-$3.43, following a $0.25 increase announced in February 2026.
Energy Services Q2 NFE was $72.3 million versus $35.3 million; management will webcast results on May 5, 2026, at 10 a.m. ET.
Cryoport reported first-quarter 2026 revenue of $47.8 million, up 16% from a year earlier, and raised its full-year 2026 revenue guidance to $192 million to $196 million. Net loss narrowed to $10.5 million from $12.0 million, but the loss from continuing operations widened to $9.4 million from $6.7 million.
Q1 2026 total revenue was $47.8 million, up 16% year-over-year from $41.0 million.
Commercial cell and gene therapy revenue rose 26% to $9.1 million.
Net loss per share attributable to common stockholders was $0.25, compared with $0.28 in Q1 2025.
Cash, cash equivalents and short-term investments totaled $403.6 million as of March 31, 2026.
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