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).
Blueport Acquisition Ltd, a blank check company listed on Nasdaq as BPAC, signed a merger agreement with SingAuto Inc., a Singapore-based maker of refrigerated electric commercial vehicles for cold-chain logistics. SingAuto shareholders would receive $1.2 billion of stock, and the combined company would be a new publicly listed holding company. The deal is expected to close by the end of 2026, subject to shareholder, SEC and Nasdaq approvals, and the companies state that closing is not assured.
SingAuto shareholders would receive 120,000,000 PubCo ordinary shares valued at $10.00 per share, for total consideration of $1.2 billion paid entirely in stock.
Blueport would reincorporate into NeoCryo Inc., and at least one business day later NeoCryo Merger Sub would merge into SingAuto, with SingAuto becoming a wholly owned subsidiary.
Closing is expected by the end of 2026, subject to approval by both companies' shareholders, SEC review of the proxy statement and prospectus, and Nasdaq listing approval.
SingAuto Chairman and CEO Yuqiang Liu is expected to continue to lead PubCo after closing, and Blueport public shareholders may have their shares redeemed in connection with the shareholder vote.
Collective Acquisition Corp. II, a blank check company, closed its initial public offering of 22,000,000 units at $10.00 per unit on April 30, 2026, for gross proceeds of $220,000,000. A total of $221,100,000 was placed in a trust account, and the filing states that trust funds generally cannot be released until a business combination is completed or public shares are redeemed, with a deadline of 18 months from the offering closing.
Closed on April 30, 2026: 22,000,000 units at $10.00 each, for $220,000,000 in gross proceeds; units began trading April 29, 2026 under the ticker CAIIU.
$221,100,000 placed in a U.S.-based trust account maintained by Efficiency INC., including $6,600,000 of deferred underwriting commissions.
Private sale of 5,837,500 warrants to the sponsor at $0.80 each, for $4,670,000 in gross proceeds.
Four directors appointed April 28, 2026, including Daniel Hoffman; Samuel Sayegh named Chairman; James Shekerdemian chairs the audit committee.
Advanced Biomed completed its acquisition of 100% of Acellent Technologies (Hong Kong) Co. Limited on April 30, 2026, paying with 270,000 newly issued common shares valued at $4.00 each, or $1,080,000 in estimated consideration. The company also said it is pivoting from life sciences to artificial intelligence development, replacing CEO and Chairman Yi Lu with Xiaomin Chen, the seller of the acquired company, effective April 28, 2026.
Acquisition of Acellent Technologies (Hong Kong) completed April 30, 2026, for 270,000 shares valued at $4.00 per share, about $1,080,000 in estimated consideration
Yi Lu separated as CEO, director and Chairman under a mutual agreement; he will receive 39,999 shares as severance
Xiaomin Chen appointed CEO, director and Chairman effective April 28, 2026, and will receive $12,000 per month under his employment agreement
On May 1, 2026, GalaxyEdge Acquisition Corporation, a special purpose acquisition company, entered into a merger agreement with Rongcheng Group Limited, an integrated waste sorting service provider. Under the agreement, Rongcheng shareholders would receive 35,000,000 ordinary shares of the publicly traded Purchaser, valued at $10.00 per share, based on a pre-money equity valuation of $350 million for Rongcheng. The deal is not complete and requires shareholder approvals, SEC effectiveness of a registration statement, and NYSE listing approval.
Rongcheng shareholders to receive 35,000,000 Purchaser ordinary shares, valued at $10.00 per share
Agreed pre-money equity valuation of Rongcheng: $350 million
Closing conditions include approval by GalaxyEdge and Rongcheng shareholders, SEC effectiveness of the registration statement, and NYSE listing approval
Purchaser board expected to have five directors: one designated by GalaxyEdge and four by Rongcheng
PAMT Corp reported first-quarter 2026 revenue of $141.9 million, down 8.7% from $155.3 million a year earlier, and a net loss of $0.01 million, or $0.00 per diluted share, compared with a net loss of $8.1 million, or $0.37 per share, in the first quarter of 2025. The filing says the result includes a one-time $12.7 million pre-tax gain on the sale of Laredo, Texas property, which added about $9.7 million after tax, so the smaller loss was driven largely by that gain while revenue declined. The company also said it intends to more actively repurchase shares in the second quarter of 2026.
Operating revenue of $141.9 million, down 8.7% from $155.3 million in the first quarter of 2025.
Net loss of $0.01 million ($0.00 per diluted share) versus a net loss of $8.1 million ($0.37 per share) a year earlier.
One-time $12.7 million pre-tax gain on the sale of Laredo, Texas real property, about $9.7 million after tax.
Operating loss of $0.3 million versus $9.2 million a year earlier; 472,845 shares remained available for repurchase as of March 31, 2026.
Natural Alternatives International said Chief Financial Officer Michael E. Fortin has resigned effective May 15, 2026, to become CFO of another company. President Kenneth E. Wolf, a former CFO, will serve as principal financial and principal accounting officer while the company searches for a replacement.
Michael E. Fortin resigns as CFO effective May 15, 2026
Fortin is leaving for a CFO role at another company with increased responsibilities
Kenneth E. Wolf, President and former CFO, will act as principal financial and principal accounting officer
The company is seeking a replacement CFO; no successor is named in the filing
KB Home said Executive Vice President and Chief Financial Officer Robert R. Dillard resigned on April 29, 2026, effective May 8, 2026. The company stated that his decision was not related to any disagreement with KB Home or its financial or accounting policies or practices.
Robert R. Dillard, Executive Vice President and Chief Financial Officer, resigned on April 29, 2026.
Resignation takes effect May 8, 2026.
KB Home stated the departure was not related to any disagreement with the company or its financial or accounting policies or practices.
RRE Ventures Acquisition Corp., a special purpose acquisition company, closed its initial public offering of 25,000,000 units at $10.00 per unit on May 1, 2026, for gross proceeds of $250,000,000 before underwriting discounts and offering expenses. On the same day, the company sold 7,010,000 private placement warrants at $1.00 each for $7,010,000 and appointed six new directors, with three added to the audit committee and two to the compensation committee.
IPO of 25,000,000 units at $10.00 per unit closed May 1, 2026, with gross proceeds of $250,000,000 before underwriting discounts and expenses.
Private placement of 7,010,000 warrants at $1.00 each, generating $7,010,000, closed simultaneously with the IPO.
Units began trading on Nasdaq as RREVU on April 30, 2026; Class A shares and warrants are expected to trade as RREV and RREVW.
Underwriters hold a 45-day option to buy up to 3,750,000 additional units to cover over-allotments, if any.
FTI Consulting reported first-quarter 2026 revenue of $983.3 million, up 9.5% from a year earlier, and diluted EPS of $1.90 compared with $1.74. Net income fell to $57.6 million from $61.8 million, and Adjusted EBITDA dropped to $96.8 million from $115.2 million, as higher direct costs, SG&A expenses, interest expense and a higher tax rate outweighed the revenue gain.
Revenue was $983.3 million, up $85.1 million or 9.5% from $898.3 million in the prior-year quarter.
Net income was $57.6 million versus $61.8 million; diluted EPS was $1.90 versus $1.74, which included a $0.55 special charge in the prior year.
Adjusted EBITDA was $96.8 million, or 9.8% of revenues, versus $115.2 million, or 12.8%, a year earlier.
The company reaffirmed full-year 2026 revenue guidance of $3.940 billion to $4.100 billion and EPS guidance of $8.90 to $9.60.
At its April 30, 2026 annual meeting, Lantheus shareholders approved a Delaware charter amendment to declassify the board over three years, after which directors may be removed with or without cause. They also approved the Amended and Restated 2026 Equity Incentive Plan, which adds 2,000,000 shares and caps non-employee director pay, and elected four Class II directors. For shareholders, the filing covers governance and compensation terms rather than financial results.
Certificate of Amendment filed April 30, 2026 with Delaware to declassify the board over a three-year period.
Equity plan adds 2,000,000 shares; non-employee director pay capped at $1,250,000 in the year of appointment and $750,000 in other years.
Shareholders chose one-year frequency for future advisory say-on-pay votes, so the board will hold them every year.
Deloitte & Touche LLP was ratified as independent auditor for the fiscal year ending December 31, 2026.
North European Oil Royalty Trust declared a second-quarter fiscal 2026 distribution of $0.22 per unit, up from $0.20 a year earlier and equal to the first-quarter fiscal 2026 payment. The trust said its monthly royalty payments are based on the prior quarter's royalties, so the quarter ending April 30, 2026 does not fully reflect recent higher prices.
Q2 fiscal 2026 distribution of $0.22 per unit, versus $0.20 for Q2 fiscal 2025 and $0.22 for Q1 fiscal 2026
Distribution payable May 27, 2026; the release lists the record date as May 13, 2036
Cumulative 12-month distribution of $1.01 per unit, up $0.54 (115%) from the prior 12-month total of $0.47 per unit
Additional details are expected in the 10-Q filing on or about May 30, 2026
Lazard, Inc. agreed to acquire all issued share capital of Campbell Lutyens Holdings Limited under a Sale and Purchase Agreement dated April 30, 2026, with total transaction consideration of $575 million. The company said part of the consideration will be paid in Lazard common stock, which will be issued in an unregistered sale, and that the deal is expected to be accretive to 2027 earnings and thereafter; closing is expected in the second half of 2026, subject to regulatory approvals.
Total transaction consideration of $575 million: $460 million initial and $115 million deferred
Up to $85 million additional consideration tied to defined performance criteria over a multi-year period
Stock makes up part of the consideration, and a material portion of the stock is subject to a lock-up of up to 3 years
Expected to close in the second half of 2026, subject to regulatory approvals and other customary closing conditions
A10 Networks disclosed that Sheen Khoury was terminated as Executive Vice President, Worldwide Sales and Marketing, effective immediately, after an April 27, 2026 decision. The company said no disruption to current operations is expected from the departure, and the filing does not discuss a successor or financial effects.
Sheen Khoury was terminated as Executive Vice President, Worldwide Sales and Marketing, on April 27, 2026, effective immediately.
The company states no disruption to current operations is expected as a result of the termination.
The filing was signed by General Counsel Scott Weber and dated May 1, 2026.
Crown Castle entered a new $4.5 billion unsecured revolving credit facility on May 1, 2026, with JPMorgan Chase Bank as administrative agent, and used it to replace its existing 2016 credit agreement. The new facility matures May 1, 2031, and the company repaid all outstanding loans under the old agreement that day using proceeds from the sale of its fiber solutions and small cells businesses. The filing describes a longer-dated, larger credit line, but it does not disclose a new borrowing amount beyond letters of credit.
Facility size: $4.5 billion in unsecured revolving commitments, with up to $100.0 million for letters of credit
Approximately $39.4 million was drawn as letters of credit as of May 1, 2026
Matures May 1, 2031, with an option to seek up to $500.0 million in additional commitments
Existing Credit Agreement dated January 21, 2016 was terminated; loans repaid using sale proceeds from fiber and small cells businesses
At its April 28, 2026 annual meeting, IBM stockholders approved the 2026 Long-Term Performance Plan, which authorizes stock and cash-based incentive awards for employees and contractors. Director Frederick H. Waddell did not stand for re-election, and the By-laws were amended to reduce the board to thirteen directors, effective April 28, 2026.
Long-Term Performance Plan approved with 443,997,153 votes for (75.8%) and 141,393,340 against (24.2%)
Frederick H. Waddell's board term ended April 28, 2026; board size reduced from fourteen to thirteen
Shareholder proposals on written consent, AI bias reporting and charitable support discrimination reporting all failed, and a stock ownership guidelines proposal also failed with 4.4% support
Say on Pay passed with 94.2% support; auditor ratification passed with 94.0% support
DTE Gas Company, an indirect subsidiary of DTE Energy, furnished unaudited first-quarter 2026 financial statements showing higher operating revenues, operating income and net income than a year earlier. The filing also notes a pending rate case seeking a $163 million net increase in base rates, with a final Michigan Public Service Commission order expected in September 2026.
Operating revenues were $923 million for the quarter ended March 31, 2026, up from $868 million a year earlier.
Net income was $209 million versus $205 million, and operating income was $305 million versus $297 million.
Cost of gas rose to $373 million from $326 million, and interest expense rose to $35 million from $32 million.
DTE Gas requested a net base rate increase of $163 million; a final MPSC order is expected in September 2026.
Carter's appointed Sharon Price John, former Build-A-Bear Workshop CEO, as Chief Executive Officer and President effective June 15, 2026, and she will join the Board. Douglas C. Palladini left the CEO role and the Board effective April 28, 2026, and CFO and COO Richard F. Westenberger is serving as interim CEO. The company also reaffirmed its first quarter and full-year fiscal 2026 outlook first given on February 27, 2026, and will report first quarter results on May 6, 2026.
Sharon Price John starts as CEO and President on June 15, 2026, with a base salary of $1.3 million and a target annual cash bonus of 175%
John receives a $6.5 million sign-on equity grant and a one-time cash bonus of $500,000 within 30 days of her start date
Douglas C. Palladini departed as CEO, President and director effective April 28, 2026, and is eligible for severance
Richard F. Westenberger is interim CEO and President at a monthly cash stipend of $110,000, and the outlook from February 27, 2026 was reaffirmed
FirstCash Holdings closed a private offering of $750 million of 6.125% senior notes due May 1, 2034 on May 1, 2026. The notes were issued by its wholly owned subsidiary FirstCash, Inc., are unsecured, and are guaranteed by the parent and domestic subsidiaries that guarantee its revolving credit facility and existing senior notes. The indenture adds a direct financial obligation and includes covenants that limit additional debt, dividends and stock repurchases.
$750 million of 6.125% senior notes due May 1, 2034 closed on May 1, 2026
Issued by subsidiary FirstCash, Inc.; guaranteed by the parent and domestic subsidiaries that guarantee its revolving credit facility and existing senior notes
Interest payable semi-annually on May 1 and November 1, beginning November 1, 2026
Redeemable before May 1, 2029 at 100% of principal plus accrued interest and a make-whole premium; indenture with trustee BOKF, NA
Cisco said Chief Accounting Officer M. Victoria Wong will retire effective May 19, 2026, and its board appointed Vice President and Corporate Controller Nichlas A. Fink to succeed her as Senior Vice President and Chief Accounting Officer effective May 20, 2026. The change affects the executive responsible for Cisco's accounting function, and the filing discloses a planned $500,000 restricted stock unit grant to Mr. Fink.
M. Victoria Wong retires as Senior Vice President and Chief Accounting Officer effective May 19, 2026, and remains as Executive Advisor through July 25, 2026.
Nichlas A. Fink, 46, joins as Senior Vice President and Chief Accounting Officer effective May 20, 2026; he has been Cisco's Vice President and Corporate Controller since November 2022.
Mr. Fink's expected restricted stock unit award has a grant date fair value of $500,000.
At its April 30, 2026 annual meeting, Polaris stockholders approved an amended and restated 2024 Omnibus Incentive Plan that raises the shares issuable under the plan from 4,325,000 to 8,905,000. Stockholders also elected three Class II directors to three-year terms ending in 2029, approved the executive compensation advisory vote, and ratified Ernst & Young LLP as the auditor for fiscal 2026. The larger share pool expands the shares available for awards under the plan.
Plan share authorization increased by 4,580,000 shares, from 4,325,000 to 8,905,000.
The plan amendment received 37,055,736 votes for and 6,446,556 against, with 258,099 abstentions and 7,319,609 broker non-votes.
George W. Bilicic, Gary E. Hendrickson and Gwenne A. Henricks were elected as Class II directors with terms ending in 2029.
Ernst & Young LLP was ratified as independent registered public accounting firm for fiscal 2026 with 49,407,749 votes for.
Long Long resigned as Chief Executive Officer of Archimedes Tech SPAC Partners III Co. effective immediately, and will remain on the board. The board appointed Ben Landen, who continues as Chief Technology Officer, as CEO on the same date. The filing states Long's resignation was not due to any disagreement with the company on operations, policies or practices.
Long Long resigned as CEO effective immediately, notified board April 28, 2026
Long will continue to serve as a member of the board of directors
Ben Landen, 38, appointed CEO on April 28, 2026 and remains Chief Technology Officer
Filing states no family relationships or related party transactions involving Landen
Crown Castle completed the sale of its fiber solutions and small cells businesses on May 1, 2026, for $8.5 billion in cash before adjustments. The company raised its full-year 2026 outlook for net income, diluted EPS, FFO and AFFO, citing earlier receipt of sale proceeds, and plans to repurchase $1.0 billion of stock and repay more than $7.0 billion of debt.
Sale closed May 1, 2026: $8.5 billion aggregate price, about $8.4 billion after $124 million of preliminary adjustments
Full-year 2026 net income outlook is $690 million to $970 million, up $50 million at the midpoint; diluted EPS outlook is $1.61 to $2.26, up $0.14 at the midpoint
Full-year 2026 AFFO outlook is $1,945 million to $1,995 million, up $50 million at the midpoint; Adjusted EBITDA outlook is unchanged at $2,665 million to $2,715 million
Board authorized a stock repurchase program of up to $1.0 billion; Executive Vice President and COO-Fiber Christopher D. Levendos resigned to join Zayo
Clearway Energy stockholders approved an amended charter on April 29, 2026, at the Annual Meeting. Each Class A share converts into one Class C share at 12:01 a.m. Eastern Time on May 1, 2026, and the company no longer has any Class A common stock. The filing says the change simplifies the public share class structure and that Clearway Energy Group LLC placed 41,678,637 Class B shares into a voting trust designed to preserve the public stockholders' relative voting power.
Stockholders approved the charter amendment and all other proposals at the April 29, 2026 Annual Meeting; final results will be reported in this 8-K.
Each Class A common share converts into one Class C common share at 12:01 a.m. Eastern Time on May 1, 2026; stockholders need not take action.
Clearway Energy Group LLC deposited 41,678,637 Class B shares into a Voting Trust with Wilmington Trust, National Association, as voting trustee.
Under the Voting Trust Agreement, the trustee votes trust shares in the same proportion as votes cast by all other stockholders.
Greif reported fiscal second-quarter 2026 results for the quarter ended March 31, 2026. Net income attributable to Greif fell 32.3% to $12.6 million, or $0.22 per diluted Class A share, while net income excluding adjustments rose 57.5% to $62.7 million, or $1.10 per share. The company reduced its low-end fiscal 2026 Adjusted EBITDA guidance, citing the Middle East conflict, so the weaker outlook offsets improved adjusted profit for shareholders.
Net sales were $1,072.8 million, compared with $1,078.4 million a year earlier.
Adjusted EBITDA rose 7.5% to $156.8 million; net debt was $719.8 million and the leverage ratio fell to 1.1x from 3.3x.
Low-end fiscal 2026 guidance: Adjusted EBITDA of $610 million and adjusted free cash flow of $315 million.
The $150.0 million share repurchase program was completed on April 15, 2026.
CoastalSouth Bancshares, Inc. said its Board of Directors authorized a stock repurchase plan of up to $15 million of common stock. The plan takes effect May 1, 2026, and expires April 30, 2027 unless the Board extends it, and the company is not obligated to buy any set amount.
Aggregate repurchase authorization of up to $15 million of common stock under the 2026 Repurchase Plan
Plan effective May 1, 2026, and expires April 30, 2027, unless extended by the Board
Repurchases may be made in the open market, through accelerated share repurchase programs, in privately negotiated transactions, or under a Rule 10b5-1 trading plan
The Board may extend, modify, amend, suspend, or discontinue the plan at any time
Portland General Electric reported first-quarter 2026 GAAP net income of $45 million, or $0.38 per diluted share, down from $100 million, or $0.91, a year earlier, and total revenues of $879 million versus $928 million. The company attributed the decline to an unusually mild winter and lower seasonal usage, and reaffirmed its 2026 adjusted earnings guidance of $3.33 to $3.53 per diluted share.
GAAP net income was $45 million ($0.38 per diluted share) for Q1 2026, versus $100 million ($0.91) in Q1 2025.
Non-GAAP net income was $68 million ($0.58 per diluted share) after excluding regulatory deferral and business transformation items.
Total revenues were $879 million, compared with $928 million a year earlier.
2026 adjusted EPS guidance of $3.33 to $3.53 was reaffirmed; PGE expects the Washington acquisition from PacifiCorp to close in 2027.
Iradimed reported first-quarter 2026 revenue of $22.0 million, up 13%, and record GAAP diluted EPS of $0.45, up 22%. The company reaffirmed its full-year 2026 guidance and declared a $0.20 per share quarterly dividend, but its second-quarter 2026 revenue guidance of $20.0 million to $21.0 million sits below the first-quarter result.
Q1 2026 revenue was $22.0 million, up from $19.5 million; net income was $5.8 million, or $0.45 per diluted share, versus $0.37 a year earlier
Full-year 2026 guidance reaffirmed: revenue of $91.0 million to $96.0 million and GAAP diluted EPS of $1.90 to $2.05
Q2 2026 guidance: revenue of $20.0 million to $21.0 million and GAAP diluted EPS of $0.40 to $0.44
Quarterly dividend of $0.20 per share, record date May 15, 2026, payable May 29, 2026
Matthews International reported fiscal second-quarter 2026 sales of $258.6 million, down from $427.6 million a year earlier, after divestitures. The company posted a GAAP net loss of $21.8 million, or $0.69 per diluted share, while non-GAAP EPS rose to $0.37 from $0.34 and it kept its fiscal 2026 adjusted EBITDA guidance of $180 million.
Sales were $258.6 million versus $427.6 million a year earlier; Brand Solutions reported no sales in the quarter after its divestiture.
GAAP net loss was $21.8 million, or $0.69 per diluted share, compared with a net loss of $8.9 million, or $0.29 per share, a year earlier.
Non-GAAP EPS was $0.37 versus $0.34; total adjusted EBITDA was $44.7 million versus $51.4 million.
Fiscal 2026 adjusted EBITDA guidance of $180 million was maintained, including an estimated 40% share of Propelis adjusted EBITDA.
McCormick entered into a $2.0 billion term loan agreement on April 28, 2026, to help finance the cash portion of its pending combination with Unilever's foods business. The loan matures three years after the closing date, and McCormick also reduced its bridge financing commitment by $2.0 billion.
Term loan of up to $2.0 billion, available at Merger closing, maturing three years after closing
Financial covenant requires Consolidated EBITDA to Interest Expense ratio of at least 3.75:1.00 each fiscal quarter
Bridge Facility commitments of up to $15.7 billion cut by $2.0 billion, effective April 28, 2026
Merger Agreement dated March 31, 2026; the term loan includes a ticking fee of 0.10% per annum from July 29, 2026
Ryman Hospitality Properties reported first quarter 2026 revenue of $664.6 million, up 13.2%, and net income of $69.4 million, up 10.1%, with net income available to common stockholders per diluted share of $1.03 versus $1.00. The company raised the midpoints of its full-year 2026 guidance, including consolidated Adjusted EBITDAre midpoint of $883.0 million versus a prior $870.5 million, citing stronger first quarter Hospitality results.
Q1 2026 total revenue $664.6 million vs. $587.3 million in Q1 2025 (up 13.2%)
Q1 2026 net income $69.4 million, up 10.1%; Adjusted EBITDAre $219.3 million, up 18.2%
2026 Adjusted FFO per diluted share/unit midpoint raised to $8.96 from $8.75; consolidated Adjusted EBITDAre midpoint raised to $883.0 million from $870.5 million
Entertainment segment revenue fell 11.6% to $79.2 million in Q1 2026, and Gaylord National revenue fell 8.2%
Estée Lauder reported fiscal third-quarter 2026 net sales up 5% to $3.7 billion, with adjusted diluted EPS up 40% to $0.91, while reported diluted EPS fell 45% to $0.24 after restructuring charges and an $84 million securities class action loss contingency. The company raised its fiscal 2026 outlook for organic sales growth and adjusted operating margin, and gave a preliminary fiscal 2027 view, which matters to shareholders because the profit picture depends heavily on which measure is used.
Net sales rose 5% to $3.7 billion; organic net sales rose 2%, with Fragrance organic sales up 10%
Reported diluted EPS was $0.24 versus $0.44 a year earlier; adjusted diluted EPS was $0.91 versus $0.65
Fiscal 2026 outlook now assumes adjusted diluted EPS of $2.35 to $2.45 and adjusted operating margin of 10.7% to 11.0%
Quarterly dividend of $0.35 per share is payable June 15, 2026 to holders of record on May 29, 2026
WisdomTree reported first-quarter 2026 operating revenues of $159.5 million, up 8.2% from the prior quarter, but a net loss of $23.1 million, or $0.17 per diluted share, driven by a $62.3 million loss on convertible note transactions. The company also completed its $200.0 million cash acquisition of Atlantic House on May 1, 2026, and declared a $0.03 quarterly dividend.
Operating revenues of $159.5 million, up 8.2% from the fourth quarter of 2025
Net loss of $23.1 million, or $0.17 per diluted share, versus net income of $40.0 million in the fourth quarter of 2025
Adjusted diluted EPS of $0.27, down from $0.29 in the fourth quarter of 2025 (non-GAAP)
Atlantic House acquisition closed May 1, 2026 for £150.0 million (approximately $200.0 million) in cash, subject to post-closing adjustments
IES Holdings reported fiscal 2026 second-quarter revenue of $974 million, up 17%, and operating income of $112.3 million, up 21%, both compared with the same quarter a year earlier. Results were helped by strong data center demand and the January 2026 acquisition of Gulf Island Fabrication, while the Residential segment's operating income fell sharply. The company also said it is substantially raising its capital spending outlook for the rest of fiscal 2026.
Revenue $974 million vs. $834 million; operating income $112.3 million vs. $92.7 million
Diluted EPS $5.44 vs. $3.50; adjusted diluted EPS $4.16 vs. $3.30, a non-GAAP measure
Net income included a $37.3 million gain on marketable securities in the quarter
Residential segment operating income fell to $6.4 million from $22.7 million; backlog reached $3.9 billion at March 31, 2026
Owens Corning promoted Todd W. Fister, its Executive Vice President and Chief Financial Officer, to Executive Vice President, Chief Financial and Operating Officer, effective May 1, 2026, while it searches externally for a new CFO. The filing says he will lead both operations and finance in the interim, and it sets his new pay terms, which shareholders may view as a significant leadership change.
Todd W. Fister, age 51, promoted effective May 1, 2026; he has been CFO since September 2023
Base salary set at $850,000 per year; target annual cash incentive remains 100% of base salary
Annual long-term incentive target increases to $3,500,000 beginning in 2027
One-time promotional equity award of $1,000,000 in restricted stock units, generally vesting in full after two years
Piper Sandler reported first-quarter 2026 net revenues of $474 million, up 33% from a year earlier and down 29% from the fourth quarter of 2025, and net income attributable to the company of $65 million, or $0.92 per diluted share, roughly flat with $0.91 a year earlier. The board also raised the quarterly cash dividend 14% to $0.20 per share, payable June 12, 2026 to holders of record on May 29, 2026.
Net revenues of $474 million, up 33% year over year and down 29% from Q4 2025
Diluted EPS of $0.92 versus $0.91 in Q1 2025 and $1.60 in Q4 2025; adjusted EPS was $1.00 versus $1.02 a year earlier
Advisory services revenues of $251 million, up 16% year over year; corporate financing revenues of $73 million, more than double the year-ago quarter
Quarterly dividend raised to $0.20 per share from the prior $0.175, payable June 12, 2026
Gates Industrial reported first-quarter 2026 net sales of $851.1 million, up 0.4% from the prior-year period, but core sales fell 2.9% and net income attributable to shareholders declined to $59.7 million from $62.0 million. The company reiterated its full-year 2026 guidance, so shareholders see slightly higher reported sales alongside lower earnings and no change to the outlook.
Net sales were $851.1 million, up 0.4%, with core sales down 2.9%.
Diluted EPS was $0.23 versus $0.24 a year earlier; Adjusted Net Income per diluted share was $0.35 versus $0.36.
Adjusted EBITDA was $177.4 million, with a 20.8% margin, versus $187.3 million and 22.1% a year earlier.
2026 guidance was maintained, including core sales growth of 1% to 4% and Adjusted EBITDA of $775 million to $835 million.
Federal Realty Investment Trust reported first-quarter 2026 results, with Nareit FFO of $1.88 per diluted share, up 10.6% from $1.70 a year earlier. The company raised and tightened its 2026 Nareit FFO and Core FFO guidance to $7.46 to $7.55 per diluted share, from $7.42 to $7.52. Reported net income per diluted share of $1.81 included a $92.7 million gain on sale of real estate.
Nareit FFO and Core FFO were each $162.6 million, or $1.88 per diluted share, for the quarter ended March 31, 2026, versus $1.70 in the first quarter of 2025.
Net income per diluted share was $1.81, compared with $0.72 a year earlier, and included a $92.7 million gain on sale of real estate.
2026 Nareit FFO and Core FFO guidance was raised to $7.46 to $7.55 per diluted share from $7.42 to $7.52.
The Board declared a regular quarterly dividend of $1.13 per common share, payable July 15, 2026.
Colgate-Palmolive reported first-quarter 2026 net sales of $5,324 million, up 8.4%, while GAAP diluted EPS fell 6% to $0.80 and base business EPS rose 7% to $0.97. On April 30, 2026, the board expanded its Strategic Growth and Productivity Program, raising estimated cumulative pretax charges to $350 million to $550 million from $200 million to $300 million.
Net sales rose to $5,324 million from $4,911 million; organic sales grew 2.9%.
GAAP diluted EPS was $0.80 versus $0.85; base business EPS was $0.97 versus $0.91.
Program charges now estimated at $350 million to $550 million, with $200 million to $300 million in annual savings once implemented.
Full-year 2026 sales and EPS guidance was maintained, but GAAP and base business gross profit margin is now expected to decline, versus a prior expectation of an increase.
Dominion Energy reported first-quarter 2026 operating earnings of $847 million ($0.95 per share), up from $803 million ($0.93 per share) a year earlier, on revenue of $5,019 million versus $4,076 million. GAAP net income fell to $621 million ($0.69 per share) from $665 million ($0.77 per share), mainly due to $335 million in pre-tax adjustments, including a $78 million impairment of nonregulated solar facilities. The company affirmed its full-year 2026 operating earnings guidance of $3.45 to $3.69 per share.
Operating earnings rose to $847 million ($0.95 per share) from $803 million ($0.93 per share) a year earlier.
GAAP net income fell to $621 million ($0.69 per share) from $665 million ($0.77 per share).
Operating revenue was $5,019 million, up from $4,076 million in the first quarter of 2025.
Full-year 2026 operating earnings guidance of $3.45 to $3.69 per share (midpoint $3.57) was affirmed.
Cboe reported first-quarter 2026 diluted EPS of $3.66, up 54% from a year earlier, on net revenue of $728.9 million, up 29%. The company raised its 2026 organic net revenue growth target and lowered its adjusted operating expense guidance, while announcing further strategic realignment actions with pre-tax restructuring charges of $36 million to $46 million and a planned workforce reduction of about 20% when combined with earlier actions.
Q1 2026 diluted EPS $3.66, up 54%; net revenue $728.9 million, up 29%; both described as records
2026 organic total net revenue growth target raised to 'low double-digit to mid-teens' from 'mid single-digit'
2026 adjusted operating expense guidance lowered to $838 million to $853 million from $864 million to $879 million
Restructuring charges of approximately $36 million to $46 million, mostly severance, with annualized savings of $40 million to $50 million and $20 million to $25 million realized in 2026
CubeSmart reported first-quarter 2026 results on April 30, 2026. Diluted EPS was $0.36, down from $0.39 a year earlier, and FFO, as adjusted, per diluted share was $0.63, down 1.6% from $0.64, while total revenue rose to $281.9 million from $273.0 million. The company also issued 2026 guidance of $1.55 to $1.63 in diluted EPS and $2.52 to $2.60 in FFO, as adjusted, per diluted share, but the filing does not state the prior guidance figures for comparison.
Diluted EPS was $0.36 versus $0.39 a year earlier; net income attributable to common shareholders was $82.9 million versus $89.2 million.
Same-store NOI fell 1.5% as same-store revenue rose 0.6% and same-store operating expenses rose 5.8%; period-end occupancy was 89.3% versus 89.6%.
The company repurchased 0.9 million shares for $33.4 million and paid a $0.53 quarterly dividend on April 15, 2026.
2026 guidance: diluted EPS of $1.55 to $1.63 and FFO, as adjusted, per diluted share of $2.52 to $2.60.
TXNM Energy reported first-quarter 2026 results, with GAAP diluted earnings per share of $0.03, down from $0.10 a year earlier, and ongoing diluted EPS of $0.21, up from $0.19. The company will not issue 2026 earnings guidance while its proposed acquisition by Blackstone Infrastructure is pending, and it updated its 2026-2030 capital plan to $10.2 billion.
GAAP net earnings attributable to TXNM Energy were $3.7 million, versus $8.9 million in Q1 2025.
Ongoing net earnings were $23.8 million, versus $18.1 million in Q1 2025.
No 2026 earnings guidance will be issued during the pendency of the Blackstone Infrastructure transaction, which the company expects to close in the second half of 2026.
The updated 2026-2030 consolidated capital investment plan totals $10.2 billion.
Church & Dwight reported first-quarter 2026 net sales of $1,469.3 million, up 0.2% from a year earlier, with reported diluted EPS of $0.91 versus $0.89 and adjusted EPS of $0.95, above its $0.92 outlook. The company reiterated its full-year 2026 outlook, including reported EPS growth of 18% to 22% and adjusted EPS growth of 5% to 8%, and expects second-quarter adjusted EPS of $0.88.
Organic sales grew 5.0% versus the company's 3% outlook, with volume up 5.3%.
Adjusted gross margin was 46.4%, up 130 basis points; GAAP net income was $216.3 million versus $220.1 million a year earlier.
Cash from operations was $174.8 million, down $10.9 million from the prior year; total debt was $2.2 billion as of March 31, 2026.
Full-year 2026 outlook: reported sales down 1.5% to 0.5%, organic growth of 3% to 4%, and cash from operations of about $1.15 billion.
Terex reported first-quarter 2026 sales of $1.7 billion, up 41% on a reported basis and 11% on a pro forma basis, after adding REV Group, now its Specialty Vehicles segment. The company posted a loss from continuing operations of $93 million, or $0.97 per share, which it attributed to merger-related and non-cash charges, while adjusted EPS was $0.98. Terex reaffirmed its full-year 2026 outlook of $7.5 billion to $8.1 billion in sales and $930 million to $1 billion in EBITDA.
First-quarter sales of $1.7 billion, up 41.1% from $1.2 billion a year earlier; pro forma sales up 11%.
Loss from continuing operations of $93 million, or $0.97 per share, versus income of $21 million, or $0.31 per share, in Q1 2025.
Adjusted EPS of $0.98 versus $0.83 a year earlier; backlog of $7.1 billion.
2026 EPS outlook of $4.50 to $5.00 reaffirmed; conference call held May 1, 2026 at 8:30 a.m. ET.
Newell Brands reported first quarter 2026 net sales of $1.5 billion, down 1.1% from a year earlier, with core sales down 3.5%. The company said results were ahead of its expectations and raised its full year 2026 outlook for net sales, core sales and normalized earnings per share, though normalized diluted loss per share widened to $0.05 from $0.01.
Q1 net sales were $1.5 billion, down 1.1%; core sales fell 3.5%. Reported net loss narrowed to $33 million from $37 million.
Normalized diluted loss per share was $0.05 versus $0.01 a year earlier; normalized EBITDA was $135 million versus $136 million.
Full year 2026 normalized EPS outlook is now $0.56 to $0.60, up from $0.54 to $0.60; net sales outlook is now flat to 2%, up from (1%) to 1%.
Q2 2026 outlook calls for net sales of flat to 2% and normalized EPS of $0.16 to $0.19.
Virtus Investment Partners reported first-quarter 2026 diluted EPS of $1.05, down from $4.05 a year earlier, and revenue of $199.5 million, down 8%. Net income attributable to the company fell 75% to $7.1 million, weighed by $1.69 per share of investment losses and $0.62 per share of acquisition and integration costs, along with net outflows of $8.4 billion. The release contains results only and no guidance.
Diluted EPS of $1.05 vs. $4.05 a year earlier and $5.17 in Q4 2025; adjusted diluted EPS of $5.38 vs. $6.38 a year earlier
Revenue of $199.5 million, down 8% from $217.9 million; GAAP operating income of $15.4 million vs. $36.6 million
Ending assets under management of $149.0 billion at March 31, 2026, down 11% from $167.5 billion; net flows of ($8.4) billion
Closed majority investment in Keystone for $200 million on March 1, 2026; cash fell to $136.6 million from $386.5 million at December 31, 2025
AutoNation reported first quarter 2026 revenue of $6.6 billion, down 2% from a year earlier, and operating income of $314.3 million, down 6%. GAAP diluted EPS rose to $5.85 from $4.45, but this includes $54 million of net gains on equity investments, and adjusted EPS was flat at $4.69. The company repurchased $300 million of its shares in the quarter, reducing its share count by 4%.
Revenue was $6,552.1 million versus $6,690.4 million a year earlier, a 2% decrease.
Operating income was $314.3 million, down 6%; adjusted operating income was $311.7 million, down 7%.
GAAP diluted EPS was $5.85 versus $4.45; adjusted diluted EPS was $4.69 versus $4.68, excluding $54 million of net gains on equity investments.
AutoNation repurchased 1.5 million shares for $300 million in the quarter and $391 million year-to-date through April 29, 2026, with more than $685 million of authorization remaining.
Shenandoah Telecommunications (Shentel) reported first quarter 2026 total revenue of $92.2 million, up 4.8% from a year earlier, and Adjusted EBITDA of $31.7 million, up 15.0%. Net loss widened to $15.8 million from $9.1 million, and the company reiterated its 2026 revenue guidance of $370 million to $377 million and Adjusted EBITDA guidance of $131 million to $136 million.
Glo Fiber Expansion Markets revenue rose 34.6% to $24.8 million, while Incumbent Broadband Markets revenue fell 5.1% to $41.1 million.
Net loss per share was $0.31 versus $0.19 a year earlier; interest expense rose to $9.4 million from $4.9 million.
Total available liquidity was $194.5 million as of March 31, 2026, including $43.8 million of unrestricted cash.
The company reiterated 2026 guidance and said a reduction in force of about 10% of employees is expected to save $12.3 million annually beginning in 2027.
Lear reported first quarter 2026 sales of $5.8 billion, up 5% from a year earlier, and net income attributable to Lear of $172 million, up from $81 million. Adjusted earnings per share were $3.87, up 24% from $3.12, and the company reaffirmed its full-year 2026 financial outlook across all metrics.
Sales of $5.8 billion, up 5% from $5.6 billion; organic sales up 3%
Earnings per share of $3.34 vs. $1.49; adjusted EPS of $3.87 vs. $3.12
Free cash flow was $(27) million vs. $(232) million a year earlier; $75 million of shares repurchased in the quarter
2026 outlook maintained, including net sales of $23,210 million to $24,010 million and core operating earnings of $1,030 million to $1,200 million
Atmus reported first-quarter 2026 net sales of $478 million, up 14.6% from $417 million a year earlier, and diluted EPS of $0.59 versus $0.54. The company said the sales increase was driven mainly by the Koch Filter acquisition, which closed on January 7, 2026, and it reaffirmed full-year 2026 guidance for shareholders.
Net sales of $478 million vs. $417 million; GAAP net income of $48 million vs. $45 million
Adjusted EPS of $0.69 vs. $0.63; adjusted EBITDA of $95 million with a 19.8% margin
2026 guidance reaffirmed: net sales of $1,945 million to $2,015 million and adjusted EPS of $2.75 to $3.00
Repurchased $7 million of common stock in the quarter; $62 million remained under the $150 million program as of March 31, 2026
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