1,274 material Form 8-K filings that 971 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).
Concentrix director Bilge Ogut resigned from the board effective immediately after GBL, the former parent of the Webhelp business, reduced its Concentrix holdings below a 50% threshold that had entitled it to nominate a director. The filing reflects a contractual board-seat change tied to GBL's ownership and does not report any change to company financial results.
Bilge Ogut resigned from the Board and all committees, effective immediately.
The resignation followed a GBL transaction on April 29, 2026 that reduced its holdings below the Board Nomination Threshold.
The threshold was 50% of shares issued to GBL in connection with the September 2023 Webhelp acquisition.
The filing was dated May 1, 2026 and signed by Jane C. Fogarty, Executive Vice President, Legal.
At its April 30, 2026 annual meeting, Dauch stockholders approved the Amended and Restated 2018 Omnibus Incentive Plan and re-elected three directors to three-year terms ending in 2029. The filing also discloses a one-time restricted stock unit grant with a $1,000,000 grant date value to Senior Vice President and Chief of Staff, Human Resources & Sustainability Terri M. Kemp, which shows how the company is compensating its executives under the new plan.
Stockholders approved the amended 2018 Omnibus Incentive Plan at the April 30, 2026 meeting, with 150,375,444 votes for and 17,348,581 against.
Terri M. Kemp received a special RSU grant with a $1,000,000 grant date value, to be granted May 4, 2026, vesting 50% at each of the one- and two-year anniversaries.
Terry Grayson-Caprio, Sandra E. Pierce and James A. McCaslin were nominated for three-year terms expiring at the 2029 annual meeting.
In a non-binding advisory vote, stockholders approved named executive officer compensation, with 157,836,966 votes for and 9,946,156 against.
At its May 1, 2026 Annual General Meeting, TechnipFMC shareholders elected all nine director nominees to terms expiring at the 2027 meeting and approved Amendment No. 1 to the 2022 Incentive Award Plan. Shareholders also approved the advisory say-on-pay resolution with 92.75% support, though this was the lowest of the advisory votes shown.
All nine director nominees were elected, with support ranging from 98.48% to 99.93% of votes cast.
Advisory say-on-pay for 2025 named executive officer compensation received 92.75% support, with 25,210,047 votes against.
Shareholders approved the Incentive Award Plan amendment with 98.34% support, and authorized the Board to allot equity securities with 98.77% support.
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.
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.
Cracker Barrel said General Counsel and Corporate Secretary Richard Wolfson retired early on May 1, 2026, instead of the previously planned May 5, 2026, and that Vice President and Deputy General Counsel Jennifer Lankford was promoted to succeed him effective upon his retirement. The change is administrative in nature, with the company citing a successful succession planning process, though it affects a senior legal officer.
Richard Wolfson, Senior Vice President, General Counsel and Corporate Secretary, retired May 1, 2026, four days earlier than the planned May 5, 2026 date.
Jennifer Lankford, previously Vice President and Deputy General Counsel, was promoted to Senior Vice President, General Counsel and Corporate Secretary.
Wolfson's Consulting Agreement is terminated; he will receive previously disclosed benefits, and his incentive awards will settle under the equity plans, prorated to his retirement date.
At its April 28, 2026 annual meeting, PACCAR shareholders elected all 12 director nominees to terms expiring in 2027, approved the advisory executive compensation resolution, and ratified the independent auditors. The 8-K also discloses that the Compensation Committee approved 2023-2025 long-term cash awards, which raise the CEO's reported total compensation to $19,453,009.
All 12 nominees elected; M. A. Schulz received the most against votes at 63,686,066
Advisory say-on-pay approved: 432,025,578 for and 25,777,225 against
Auditor ratification: 459,284,605 for and 22,031,967 against
LTIP cash awards for 2023-2025 approved April 27, 2026; CEO R. P. Feight's total pay recalculated to $19,453,009, a 198 to 1 ratio to the median employee's $98,350
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
Haemonetics director Charles J. Dockendorff told the company on April 27, 2026 that he will not stand for re-election at the 2026 Annual Meeting of Shareholders. He will remain a director and keep his Audit and Governance and Compliance Committee roles until that meeting, and the filing says the decision is not the result of any disagreement with the company.
Charles J. Dockendorff informed the company on April 27, 2026 of his decision
He has served on the Board since 2014 and sits on the Audit Committee and Governance and Compliance Committee
He will serve until the 2026 Annual Meeting of Shareholders
The filing states the decision is not the result of any disagreement with the company
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
At its April 30, 2026 annual meeting, Zurn Elkay stockholders elected three directors to three-year terms expiring in 2029, approved the advisory vote on executive compensation, and ratified Ernst & Young LLP as auditor for fiscal 2026. The same day, Sudhanshu Chhabra, Executive Vice President, Zurn Elkay Business Systems, moved into an advisory role. The votes show broad stockholder support, and the filing does not state a successor for Chhabra's role.
Directors elected to 2029 terms: Thomas D. Christopoul (94.9% of votes cast FOR), Emma M. McTague (95.7%), and Peggy N. Troy (92.0%)
Advisory say-on-pay vote: 133,069,949 FOR and 18,889,005 against, or 87.6% of votes cast FOR
Ernst & Young LLP ratified for fiscal 2026 with 155,016,328 FOR and 3,013,555 against, or 98.1% of votes cast FOR
Sudhanshu Chhabra's advisory role took effect April 30, 2026
At its April 29, 2026 annual meeting, Sonic Automotive stockholders approved a new 2026 Equity Incentive Plan, which replaces the 2012 Stock Incentive Plan, and re-elected all nine director nominees. The filing also reports approval of the auditor, an advisory say-on-pay vote, and an amended director restricted stock plan, so shareholders should note the new share reserve for future equity awards.
The 2026 Equity Incentive Plan reserves 2,318,148 Class A shares, including 318,148 shares left available under the 2012 plan, and runs until February 10, 2036.
The equity plan received 133,026,040 votes for and 5,662,777 votes against, with 2,955 abstentions and 1,961,571 broker non-votes.
The advisory vote on fiscal 2025 executive pay received 133,238,802 votes for and 5,439,356 against.
Grant Thornton LLP was ratified as the independent auditor for fiscal 2026 with 140,643,605 votes for and 1,535 against.
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 29, 2026 annual meeting, Sabre stockholders approved the 2026 Omnibus Incentive Compensation Plan and the 2026 Director Equity Compensation Plan, both effective April 29, 2026, and elected all 10 nominated directors to one-year terms. Stockholders also ratified Ernst & Young LLP as auditor for fiscal 2026 and approved executive pay on an advisory basis. The filing covers votes and plan terms, not financial results, and the plans allow Sabre to grant cash and equity awards to employees and directors.
Omnibus Plan approved with 188,767,150 votes for, 79,308,617 against, 11,476,889 abstentions and 35,400,334 broker non-votes
Director Plan approved with 244,306,728 votes for, 23,801,666 against and 11,444,262 abstentions
Record date March 2, 2026: 395,173,142 common shares were outstanding and entitled to vote
Advisory vote on named executive officer compensation: 236,547,802 for and 31,418,800 against
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.
At its April 30, 2026 annual meeting, Schneider National shareholders approved an amended and restated 2017 Omnibus Incentive Plan that increases authorized Class B shares by 19,900,000, re-elected ten directors, and ratified Deloitte & Touche LLP as auditor for 2026. The board also amended the bylaws so the lead independent director can call special board meetings and chair meetings when the Chair is absent or the office is vacant.
Plan amendment approved with 861,978,390 votes for and 22,841,657 against, adding 19,900,000 Class B shares for issuance
Ten directors elected, including Jyoti Chopra, Austin M. Ramirez and Paul J. Schneider, each to serve until the next annual meeting
Deloitte & Touche LLP ratified for fiscal year ending December 31, 2026, with 896,610,977 votes for
Amended and Restated Bylaws approved by the Board on April 30, 2026 expand the lead independent director's role
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.
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.
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%
Winnebago Industries named Emily R. Silver to its Board of Directors effective May 1, 2026. Ms. Silver is senior vice president, chief marketing, e-commerce and athlete experience officer at DICK'S Sporting Goods and previously spent 16 years at PepsiCo, and the filing says she will serve as an independent director and sit on the Human Resources and Technology and Innovation committees.
Emily R. Silver joins the board effective May 1, 2026 as a Class I director, which brings the board to ten members
Ms. Silver will serve on the Human Resources Committee and the Technology and Innovation Committee
She is expected to stand for election at the 2026 annual meeting of shareholders
The filing reports no related-party transactions under Item 404(a) of Regulation S-K
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
Spire Inc. disclosed that its board approved an updated form of indemnification agreement on April 29, 2026, for each director and officer, and the company intends to enter into these agreements. The agreements cover indemnification to the fullest extent permitted by Missouri law and advancement of legal fees, and are intended to maintain coverage under the company's directors' and officers' insurance policies. The filing contains no financial results or financial impact figures, so it is an administrative governance update.
Board of Directors approved the updated form of indemnification agreement on April 29, 2026.
Agreements apply to each director and officer and provide indemnification to the fullest extent permitted by Missouri law.
Agreements provide for advancement of legal fees and expenses, subject to certain conditions, and continued coverage under D&O insurance.
The full form is filed as Exhibit 10.1 to the Form 8-K.
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
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