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).
LP, the company formerly known as Louisiana-Pacific, reported first-quarter 2026 results on May 6, 2026. Net sales fell to $574 million from $724 million, and net income fell to $27 million ($0.39 per diluted share) from $91 million ($1.30), with lower OSB prices and Siding volumes weighing on results. The company gave full-year 2026 consolidated Adjusted EBITDA guidance of $345 million to $360 million, which shareholders can compare with the $82 million reported for the quarter.
Net sales were $574 million, down from $724 million a year earlier; Siding net sales were $360 million and OSB net sales were $168 million.
Net income was $27 million, or $0.39 per diluted share, compared with $91 million, or $1.30 per diluted share, in the first quarter of 2025.
Adjusted EBITDA was $82 million versus $162 million; OSB Adjusted EBITDA was a loss of $12 million.
Guidance: second-quarter 2026 consolidated Adjusted EBITDA of $100 million to $105 million, and full-year 2026 of $345 million to $360 million; full-year capital expenditures of about $390 million.
Archrock reported first-quarter 2026 revenue of $373.8 million, up from $347.2 million a year earlier, and net income of $73.8 million, or $0.41 per share, versus $0.40 in the first quarter of 2025. The company said it remains on pace to meet its full-year 2026 Adjusted EBITDA guidance of $865 million to $915 million, and it declared a quarterly dividend of $0.22 per share.
Revenue $373.8 million vs. $347.2 million in Q1 2025; Adjusted EBITDA $221.0 million vs. $197.8 million
Net income $73.8 million and EPS $0.41, vs. $70.9 million and $0.40; adjusted EPS $0.42, flat year over year
Full-year 2026 Adjusted EBITDA guidance of $865 million to $915 million; SG&A rose to $45.2 million from $37.2 million
Quarterly dividend of $0.22 per share, payable May 19, 2026 to holders of record on May 12, 2026
Talos Energy reported first-quarter 2026 total revenues of $472.3 million and a net loss attributable to the company of $256.2 million, or $1.52 per diluted share, which includes a $145.0 million non-cash ceiling test impairment charge driven by lower average oil prices. Adjusted net loss was $11.3 million, or $0.07 per diluted share, and the company reiterated its full-year 2026 guidance while raising its share repurchase authorization to $200 million.
Total revenues of $472.3 million; net loss of $256.2 million, or $1.52 per diluted share, including a $145.0 million non-cash impairment
Adjusted net loss of $11.3 million, or $0.07 per diluted share; adjusted EBITDA of $293.4 million
Second-quarter 2026 production guidance of 63 to 67 MBo/d and 88 to 92 MBoe/d; full-year 2026 guidance reiterated
In the first quarter, repurchased 2.7 million shares for $38.2 million; share repurchase authorization raised to $200 million
NW Natural Holding Company reported first-quarter 2026 GAAP earnings per share of $2.33, up from $2.18 a year earlier, with net income of $97.5 million versus $87.9 million. Operating revenues fell slightly to $490.4 million from $494.3 million, and the company reaffirmed its 2026 EPS guidance of $2.95 to $3.15.
Q1 2026 GAAP EPS of $2.33 vs. $2.18 in Q1 2025; net income of $97.5 million vs. $87.9 million
Operating revenues of $490.4 million vs. $494.3 million in Q1 2025
2026 EPS guidance of $2.95 to $3.15 and 2026-2030 EPS growth target of 4% to 6% reaffirmed
Quarterly dividend of $0.4925 per share, payable May 15, 2026 to holders of record on April 30, 2026
Standex reported fiscal third-quarter 2026 results for the quarter ended March 31, 2026, with net sales up 8.1% year over year to $224.6 million and adjusted diluted EPS up 13.5% to $2.21. GAAP diluted EPS was $5.56, which includes a $56.8 million gain on the March 6 divestiture of Federal Industries, and the company now expects fiscal 2026 revenue to grow by about $100 million, with slightly lower adjusted operating margin guided for the fourth quarter.
Q3 net sales $224.6 million, up 8.1% year over year; organic growth 6.5%
Adjusted diluted EPS $2.21 vs. $1.95 a year earlier; GAAP diluted EPS $5.56 vs. $1.81
Fiscal 2026 revenue now expected to grow by about $100 million after the Federal Industries divestiture
Fourth-quarter outlook: slightly to moderately higher revenue, slightly lower adjusted operating margin year over year
SLR Investment Corp. reported first-quarter 2026 net investment income of $17.9 million, or $0.33 per share, down from $22.1 million, or $0.41, a year earlier, and a net increase in net assets from operations of $0.31 per share versus $0.37. The company attributed lower investment income mainly to lower index rates, and net asset value fell to $18.16 per share from $18.26 at December 31, 2025. The manager permanently cut its performance-based incentive fee from 20% to 17.5%, starting in the second quarter of 2026, which benefits shareholders' earnings going forward.
Net investment income was $17.9 million, or $0.33 per share, versus $22.1 million, or $0.41, in the first quarter of 2025.
Total investment income was $49.3 million versus $53.2 million; net expenses were $31.4 million versus $31.1 million.
Net asset value was $18.16 per share at March 31, 2026, down from $18.26 at December 31, 2025.
Incentive fee cut from 20% to 17.5% starting Q2 2026; board authorized a program to repurchase up to $50 million of shares and declared a $0.31 per share distribution payable June 26, 2026.
Hecla reported first quarter 2026 sales of $411 million from continuing operations, up 100% from the first quarter of 2025, as higher silver and gold prices offset lower production. A $192 million non-cash write-down tied to the Casa Berardi sale turned net income from continuing operations of $165 million into a net loss attributable to common stockholders of $19 million. The company also redeemed its remaining $263 million of 7.25% Senior Notes on April 9, 2026, leaving it with no long-term debt.
Net loss attributable to common stockholders of $19 million, or $0.03 per share, after a $192 million non-cash write-down related to the Casa Berardi sale
Net income from continuing operations of $165 million, or $0.25 per share, compared with $24 million in the first quarter of 2025
Record free cash flow from continuing operations of $144 million; cash and cash equivalents of $588 million at March 31, 2026
Common dividend of $0.00375 per share (record May 22, 2026; payable June 10, 2026); Series B preferred dividend of $0.875 per share (record June 15, 2026; payable July 1, 2026)
Par Pacific reported first quarter 2026 net income attributable to stockholders of $54.5 million, or $1.10 per diluted share, compared with a net loss of $30.4 million, or $0.57 per share, a year earlier. Adjusted EBITDA rose to $91.5 million from $10.1 million, and the company repurchased $28.0 million of its common stock during the quarter.
Net income attributable to stockholders of $54.5 million, or $1.10 per diluted share, versus a $(30.4) million loss, or $(0.57) per share, in Q1 2025
Adjusted net income of $38.5 million, or $0.78 per diluted share; Adjusted EBITDA of $91.5 million versus $10.1 million in Q1 2025
Refining segment operating income of $56.3 million versus a $(24.7) million loss; Hawaii renewable fuels facility began commercial operations in April 2026
Net cash used in operations was $(40.7) million, including $(184.8) million of working capital outflows; cash balance was $172.2 million at March 31, 2026
Avis Budget Group's rental car funding subsidiary completed an amendment and extension of its asset-backed variable-funding financing facilities on April 30, 2026, which help fund its U.S. car rental fleet. The aggregate Series 2010-6 facility rose from approximately $2.227 billion to $2.628 billion, and the Series 2015-3 facility rose from approximately $109 million to $132 million, excluding Class R Notes. The filing shows the increases are scheduled to step down on November 1, 2026.
Series 2010-6 Notes facility increased from approximately $2.227 billion to $2.628 billion (excluding Class R Notes)
Series 2015-3 Notes facility increased from approximately $109 million to $132 million
Increased amounts will be reduced by $438 million and $22 million, respectively, on November 1, 2026
Class A notes in both facilities have a two-year term; Class B notes have a one-year term
Chemours reported a first quarter 2026 net loss attributable to Chemours of $29 million, or $0.19 per diluted share, versus a $5 million loss, or $0.03 per share, a year earlier, while net sales rose 1% to $1.4 billion. Adjusted EPS fell to $0.05 from $0.13, but adjusted EBITDA edged up to $169 million from $166 million. The company kept its full-year 2026 adjusted EBITDA outlook of $800 million to $900 million and said it expects net leverage below 3.8x by the end of 2026.
Net loss of $29 million ($0.19 per diluted share) vs. $5 million ($0.03) in Q1 2025, driven by higher financing costs from a recent debt offering and higher SG&A
Net sales of $1,381 million, up 1%; Thermal & Specialized Solutions sales rose 22% to $568 million, while Titanium Technologies fell 6% and Advanced Performance Materials fell 17%
Second quarter 2026 outlook calls for adjusted EBITDA of $220 million to $250 million; full-year 2026 adjusted EBITDA is $800 million to $900 million
Received about $287 million in net proceeds from the April 2026 sale of nine Kuan Yin land parcels and paid down €140 million of term loans
Cabot reported fiscal second-quarter 2026 results for the quarter ended March 31, 2026, with net sales of $904 million, down from $936 million a year earlier, and diluted EPS of $1.27 versus $1.69. The company reaffirmed its full-year fiscal 2026 Adjusted EPS guidance of $6.00 to $6.50 per share, and said it intends to close manufacturing operations in South America and Europe.
Net sales were $904 million versus $936 million a year earlier; net income attributable to Cabot was $68 million versus $94 million.
Adjusted EPS was $1.61 versus $1.90; Reinforcement Materials segment EBIT fell 29% to $93 million, while Performance Chemicals segment EBIT rose to $59 million.
Full-year fiscal 2026 Adjusted EPS guidance of $6.00 to $6.50 was reaffirmed, with the company citing uncertainty from the Middle East conflict.
The quarterly dividend rises 5%, lifting the annualized dividend from $1.80 to $1.89; expected annualized fixed cost savings from the asset actions are about $22 million once fully implemented.
Devon Energy reported first-quarter 2026 net earnings of $120 million, or $0.19 per diluted share, down from $509 million, or $0.77 per diluted share, a year earlier. The result reflects a $701 million loss on oil, gas and NGL derivatives, while core earnings, which exclude certain items, were $641 million, or $1.04 per diluted share. The company said its all-stock merger with Coterra Energy is expected to close on or around May 7, 2026, and it has suspended share repurchases until then.
Net earnings $120 million ($0.19 per diluted share) versus $509 million ($0.77) in Q1 2025; total revenues $3,807 million versus $4,452 million
Oil, gas and NGL derivatives produced a $701 million loss, including $644 million in valuation changes; core earnings were $641 million ($1.04 per diluted share)
Operating cash flow $1.7 billion and free cash flow $816 million; Q1 production 833,000 Boe per day, in line with guidance
Q2 2026 guidance: production 851,000 to 868,000 Boe per day and capital spending of about $900 million; no full-year 2026 guidance until combined-company guidance in mid-June 2026
Kadant reported first quarter 2026 revenue of $281.5 million, up 18% from a year earlier, with GAAP EPS of $2.16 and adjusted EPS of $2.84, up 6% and 14%. The company raised its 2026 revenue guidance but lowered its 2026 EPS guidance, citing a recent acquisition that is dilutive in the short term.
Q1 2026 revenue was $281.5 million, up 18%, with organic revenue down 1%; bookings rose 25% to $320.8 million
Q1 2026 GAAP diluted EPS was $2.16 versus $2.04, and adjusted EPS was $2.84 versus $2.50
2026 revenue guidance raised to $1.178 billion to $1.203 billion from $1.160 billion to $1.185 billion
2026 GAAP EPS guidance cut to $9.80 to $10.15 from $10.27 to $10.62; adjusted EPS guidance cut to $12.33 to $12.68 from $12.53 to $12.88
VSE Corporation reported first-quarter 2026 revenue of $324.6 million, up 26.8% from a year earlier, with GAAP net income of $29.1 million (up 108.0%) and diluted EPS of $1.04 (up 55.2%). The company raised its full-year 2026 revenue and Adjusted EBITDA margin guidance to include Precision Aviation Group, which it acquired on May 5, 2026, and says its underlying business outlook is unchanged.
Q1 2026 revenue $324.6 million, up 26.8%; GAAP net income $29.1 million, up 108.0%; diluted EPS $1.04, up 55.2%
Adjusted EBITDA $55.4 million, up 37.4%; Adjusted EBITDA margin 17.1%
PAG acquired May 5, 2026 from GenNx360 Capital Partners for $2.025 billion in cash and equity
Full-year 2026 revenue growth guidance raised to 57% to 61% from 19% to 23%, driven by PAG
Interparfums reported first-quarter 2026 net sales of $345 million, up 2% from $339 million, and diluted EPS of $1.35 versus $1.32 a year earlier. The company reaffirmed its full-year 2026 outlook of $1.48 billion in sales and EPS of $4.85, and declared a $0.80 quarterly dividend payable June 30, 2026.
Q1 2026 net sales $345 million (up 2%); net income attributable to Interparfums $43 million vs. $42 million
Gross margin 65.1% vs. 63.7%; operating income $74 million vs. $75 million, operating margin 21.5% vs. 22.2%
2026 guidance reaffirmed: $1.48 billion in sales and EPS of $4.85
Quarterly dividend of $0.80 per share payable June 30, 2026, to holders of record June 15, 2026
Primoris reported first-quarter 2026 revenue of $1.6 billion, down 5.4%, and net income of $17.4 million, or $0.32 per diluted share, compared with $0.81 a year earlier. The company cited cost pressures on a limited number of renewables projects and updated its 2026 outlook to include the PayneCrest Electric acquisition, which closed May 1, 2026. The filing also reported director re-elections, a board committee appointment, and a $0.08 per share cash dividend.
Revenue of $1.6 billion, down 5.4% from the first quarter of 2025, mainly due to lower Energy segment revenue
Net income of $17.4 million, or $0.32 per diluted share, versus $44.2 million, or $0.81, a year earlier
Adjusted EBITDA of $60.5 million, down 39.1% from $99.4 million, with renewables project cost pressures cited
2026 outlook: adjusted EPS of $4.80 to $5.00 and Adjusted EBITDA of $480.0 to $500.0 million, updated to include PayneCrest
Azenta reported fiscal second-quarter 2026 revenue of $145 million, up 1% year over year, but organic revenue fell 3% and the company recorded a $149 million non-cash goodwill impairment, producing a diluted loss of $3.41 per share from continuing operations. Azenta also lowered its fiscal 2026 guidance, now expecting organic revenue of down about 2% to up 1% versus prior growth of 3% to 5%, and extended its long-range plan to 2029. The $63 million sale of B Medical Systems has not closed because the buyer has not secured financing.
Q2 revenue was $145 million, up 1% year over year; organic revenue declined 3%
Diluted EPS from continuing operations was ($3.41) versus ($0.43) a year earlier, including a $149 million goodwill impairment
FY2026 organic revenue now expected to range from down about 2% to up 1%, versus prior guidance of 3% to 5% growth
Adjusted EBITDA margin now expected to fall about 125 basis points to flat; B Medical Systems $63 million sale did not close by March 31, 2026
Centrus Energy reported first-quarter 2026 revenue of $76.7 million, up 5% from a year earlier, but GAAP net income fell to $10.0 million from $27.2 million as advanced technology costs rose. The company raised its full-year 2026 revenue guidance, which it attributes to commercial progress, and expects total capital deployment of $350 million to $500 million for the year.
Q1 2026 revenue was $76.7 million, up $3.6 million (5%) from $73.1 million in Q1 2025.
GAAP net income was $10.0 million, down from $27.2 million; adjusted net income was $23.5 million, down from $28.6 million.
Full-year 2026 revenue guidance was raised to $450 million to $500 million from $425 million to $475 million.
Total capital deployment for 2026 is expected to be $350 million to $500 million.
Corteva reported first-quarter 2026 net sales of $4.9 billion, up 11% from a year earlier, and GAAP earnings per share from continuing operations of $1.07 versus $0.97. The company reaffirmed its full-year 2026 guidance, which keeps Operating EBITDA at $4.0 billion to $4.2 billion and Operating EPS at $3.45 to $3.70, while the planned separation remains on track for the second half of 2026.
Net sales were $4.9 billion, up 11%; organic sales rose 7%.
GAAP EPS from continuing operations was $1.07, up from $0.97; Operating EPS was $1.50, up 33%.
Full-year 2026 guidance reaffirmed: Operating EBITDA $4.0 billion to $4.2 billion; Operating EPS $3.45 to $3.70.
The company plans to repurchase about $500 million of shares in the first half of 2026.
Chord Energy reported first-quarter 2026 results on May 5, 2026. Total oil, NGL and natural gas revenues rose to $1.15 billion from $1.10 billion a year earlier, and adjusted diluted EPS was $4.56 versus $4.04. GAAP net income fell to $108.6 million from $219.8 million, mainly because of a $241.5 million net loss on derivative instruments, and the company raised its full-year 2026 oil volume outlook by 2 MBopd to 161 MBopd while leaving capital spending unchanged.
Net income was $108.6 million ($1.90 per diluted share), compared with $219.8 million ($3.66 per diluted share) in the first quarter of 2025; net loss on derivative instruments was $241.5 million.
Adjusted net income was $258.9 million ($4.56 per diluted share), compared with $240.9 million in the first quarter of 2025.
Oil volumes were 158.0 MBopd, above the high end of guidance; the company raised its FY26 oil volume guidance to 161 MBopd at the midpoint.
The company declared a base dividend of $1.30 per share, payable June 5, 2026, to holders of record on May 20, 2026; it repurchased $70.7 million of stock in the quarter.
Ellington Financial reported net income attributable to common stockholders of $95.5 million, or $0.78 per share, for the quarter ended March 31, 2026, compared with $14.7 million, or $0.14 per share, in the fourth quarter of 2025. Adjusted Distributable Earnings were $66.5 million, or $0.55 per share, which the company said exceeded its $0.39 per share dividend for the quarter. Book value per common share was $13.56 as of March 31, 2026.
Net income attributable to common stockholders of $95.5 million, or $0.78 per share, versus $14.7 million, or $0.14 per share, in Q4 2025
Adjusted Distributable Earnings of $66.5 million, or $0.55 per share, against a dividend of $0.39 per share for the quarter
Book value per common share of $13.56 as of March 31, 2026
Longbridge segment net income of $57.5 million, including $17.0 million of litigation settlement income
GXO reported first-quarter 2026 revenue of $3.3 billion, up 10.8% year over year, and net income of $5 million, compared with a net loss of $95 million a year earlier. The company raised its full-year 2026 adjusted EBITDA and adjusted diluted EPS guidance, citing better-than-expected first-quarter performance.
Net income was $5 million, or $0.03 per diluted share, versus a net loss of $95 million, or $0.81 per share, in Q1 2025.
Adjusted EBITDA was $200 million, up from $163 million; adjusted diluted EPS was $0.50, up from $0.29.
Full-year 2026 adjusted EBITDA guidance rose to $935 million–$975 million from $930 million–$970 million; adjusted diluted EPS guidance rose to $2.90–$3.20 from $2.85–$3.15.
Free cash flow was a use of $31 million in Q1 2026, compared with a use of $48 million in Q1 2025.
CF Industries Holdings elected Andrew T. Scribner, formerly of Kimberly-Clark, as executive vice president and chief financial officer, effective May 26, 2026. He will report to CEO Christopher D. Bohn, and his pay package includes a $675,000 base salary, an 80% target bonus and a $2 million fiscal 2026 equity award.
Scribner, 47, most recently served as vice president, global controller and head of corporate finance planning and analysis at Kimberly-Clark from June 2025 to May 2026.
Sign-on payment of $140,000, annual base salary of $675,000 and target annual incentive of 80% of base salary.
Fiscal 2026 long-term equity award valued at $2 million, split 40% restricted stock units and 60% performance restricted stock units.
Change in control agreement provides a lump sum payment of two times base salary plus target bonus following a qualifying termination.
PhenixFIN reported results for the quarter ended March 31, 2026, with total investment income of $5.2 million, down from $6.0 million a year earlier, and net investment income of $0.7 million, down from $1.0 million. The company returned to a net increase in net assets from operations of $1.1 million, or $0.57 per share, after a loss a year earlier, but net asset value fell from $80.24 to $79.56 per share since September 30, 2025.
Total investment income was $5.2 million for the quarter, versus $6.0 million in the same quarter last year.
Net investment income was $0.7 million, versus $1.0 million a year earlier.
Net increase in net assets from operations was $1.1 million, or $0.57 per share, versus a $0.9 million decrease a year earlier.
Net asset value was $153.8 million, or $79.56 per share, at March 31, 2026; a special dividend of $0.07 per share is payable May 28, 2026.
Greenbrier Companies entered into amendments to its credit agreements with Bank of America on May 5, 2026, including a refinancing of its leasing subsidiary's term loans. The subsidiary's new $425 million term loan is non-recourse to Greenbrier, extends the maturity to May 2032, and funds fleet growth, which the company says is a strategic priority.
$300 million of term loans outstanding at closing, with up to $125 million more available under a delayed draw facility for six months
Loan matures May 5, 2032, replacing the existing leasing term loan set to mature in August 2027
Proceeds will fund general corporate purposes, including expanding the Greenbrier Leasing Company fleet; the company plans to use the delayed draw to buy railcars in the secondary market during fiscal 2026
Interest rate is the same as the existing term loans; a commitment fee applies to the undrawn delayed draw amount
California Resources reported a first-quarter 2026 net loss of $711 million, driven mainly by a non-cash loss on commodity derivatives, compared with net income of $115 million in the first quarter of 2025. It also raised its 2026 adjusted EBITDAX guidance by 42% to a midpoint of $1,450 million, citing higher oil prices, more drilling and merger synergies, which matters to shareholders because it signals stronger expected cash generation even as reported results were hit by the derivative loss.
Q1 2026 net loss of $711 million, or $(8.02) per diluted share; adjusted net income was $79 million, or $0.88 per diluted share
Q1 2026 adjusted EBITDAX of $304 million; 2026 adjusted EBITDAX guidance raised to $1,400 million to $1,500 million
Board declared a quarterly dividend of $0.405 per share, payable June 18, 2026 to holders of record on May 29, 2026
LeMaitre Vascular reported preliminary first-quarter 2026 results, with net sales up 11% to $66.6 million and diluted EPS up 42% to $0.68 from a year earlier. Management said full-year 2026 guidance was increased, now projecting sales of $277 million to $283 million and EPS of $2.93 to $3.08.
Q1 2026 net sales of $66.6 million, up 11% (10% organic) versus Q1 2025; gross margin 72.7%, up 350 basis points
Q1 2026 diluted EPS of $0.68 versus $0.48 in Q1 2025; income from operations of $17.8 million, up 41%
Full-year 2026 guidance: sales of $277 million to $283 million and EPS of $2.93 to $3.08; Q2 2026 sales guidance of $70.5 million to $72.5 million
Quarterly dividend of $0.25 per share, payable June 4, 2026 to holders of record on May 21, 2026
Ameren reported first quarter 2026 net income attributable to common shareholders of $357 million, or $1.28 per diluted share, up from $289 million, or $1.07 per diluted share, a year earlier. The company reaffirmed its 2026 earnings guidance range of $5.25 to $5.45 per diluted share, which assumes normal temperatures for the last nine months of the year.
Q1 2026 diluted EPS $1.28 vs. $1.07 in Q1 2025; net income attributable to common shareholders $357 million vs. $289 million
Operating revenues $2.18 billion vs. $2.10 billion; electric revenues $1,661 million and natural gas revenues $515 million
Lower Ameren Missouri electric retail sales from warmer winter temperatures and higher interest expense partly offset infrastructure earnings
2026 guidance reaffirmed at $5.25 to $5.45 per diluted share; analyst call scheduled 9 a.m. Central on May 6, 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.
Coty reported fiscal third-quarter 2026 results for the period ended March 31, 2026. Net revenue fell 1% to $1,281.6 million, and the reported net loss widened to $411.4 million, driven by a $362.8 million impairment charge on the Consumer Beauty business. The company guided to fiscal 2026 adjusted EBITDA of $838 million to $848 million and adjusted EPS of $0.33 to $0.35, excluding the equity swap.
Q3 net revenue was $1,281.6 million, down 1% reported and down 7% like-for-like; adjusted EBITDA fell 38% to $127.0 million.
Reported operating loss was $372.0 million, including the $362.8 million impairment charge; adjusted EPS was a loss of $0.03 versus $0.01 a year earlier.
Fiscal 2026 outlook: adjusted EBITDA of approximately $838 million to $848 million; fourth-quarter adjusted EBITDA of $85 million to $95 million.
Total debt rose to $3,216.2 million on March 31, 2026, from $3,038.1 million on December 31, 2025.
PennyMac Mortgage Investment Trust reported first-quarter 2026 net income attributable to common shareholders of $14.2 million, or $0.16 per share, on net investment income of $82.1 million. That was down from $41.9 million in the fourth quarter of 2025 but up from a loss of $0.8 million in the first quarter of 2025. Book value per common share fell to $14.98 from $15.25, which the company attributed in part to lower contributions from its interest rate sensitive strategies.
Net income attributable to common shareholders was $14.2 million, or $0.16 per share, versus $41.9 million, or $0.48 per share, in the fourth quarter of 2025 and a loss of $0.8 million, or $0.01 per share, in the first quarter of 2025.
Book value per common share was $14.98 at March 31, 2026, down from $15.25 at December 31, 2025.
A cash dividend of $0.40 per common share for the first quarter was declared March 11, 2026 and paid April 24, 2026.
Loans acquired totaled $4.3 billion in unpaid principal balance, down 21% from the prior quarter.
The Andersons reported first quarter 2026 results on May 5, 2026, with net income attributable to the company of $33 million, or $0.97 per diluted share, up from $0.3 million, or $0.01, a year earlier. Sales and merchandising revenues were $2.63 billion, slightly below $2.66 billion, while Renewables and Agribusiness both improved on higher pretax income. Cash used in operating activities widened to $394 million, and management said it remains focused on its $7.00 run-rate EPS target for exiting 2028.
Net income attributable to The Andersons was $33 million, or $0.97 per diluted share, versus $0.3 million, or $0.01, in Q1 2025.
Adjusted EPS was $1.12 versus $0.12 a year earlier; adjusted EBITDA was $91 million versus $57 million.
Renewables pretax income was $40 million; Agribusiness pretax income was $7 million versus a pretax loss of $10 million in Q1 2025.
Cash used in operating activities was $394 million versus $350 million; a webcast is set for May 6, 2026, at 8:30 a.m. ET.
Bristow Group reported first quarter 2026 revenue of $388.7 million, up from $377.3 million in the fourth quarter of 2025, but net income fell to $13.1 million, or $0.44 per diluted share, from $18.4 million, or $0.61 per diluted share. The company affirmed its 2026 Adjusted EBITDA outlook of $295 million to $325 million, and the results compare with the prior quarter rather than a year earlier.
Total revenues were $388.7 million, compared with $377.3 million in the quarter ended December 31, 2025.
Net income attributable to the company was $13.1 million, or $0.44 per diluted share, versus $18.4 million, or $0.61 per diluted share.
Adjusted EBITDA was $59.3 million, compared with $60.1 million; the 2026 Adjusted EBITDA outlook of $295 million to $325 million was affirmed.
On May 5, 2026, Amkor issued $1.15 billion of 0.00% convertible senior notes due July 15, 2031, including $150 million from the full exercise of the initial purchasers' option. The notes are senior, unsecured obligations guaranteed by subsidiaries that also guarantee the company's 5.875% senior notes due 2033. The company also entered capped call transactions that it expects to reduce potential dilution from conversion of the notes.
Principal amount issued: $1.15 billion, including a $150 million option exercised in full
Initial conversion price of approximately $106.37 per share (9.4013 shares per $1,000 principal amount)
Notes mature July 15, 2031; the company may redeem them on or after May 15, 2029 under specified conditions
Capped call transactions were entered April 30 and May 1, 2026
Mueller Water Products reported fiscal second-quarter net sales of $384.4 million, up 5.5%, and net income of $59.1 million, or $0.38 per diluted share, compared with $0.33 a year earlier. The company raised its fiscal 2026 adjusted EBITDA outlook to $360 million to $365 million, while six-month operating cash flow and free cash flow both declined from the prior year.
Q2 net sales of $384.4 million, up from $364.3 million, driven by higher pricing across most product lines and increased volumes.
Adjusted net income per diluted share of $0.40 versus $0.34; adjusted EBITDA of $97.2 million, up 15.0%.
Fiscal 2026 adjusted EBITDA guidance raised to $360 million to $365 million; net sales guidance of $1,470 million to $1,490 million reiterated.
Six-month free cash flow of $16.5 million versus $47.3 million a year earlier; cash and cash equivalents were $421.0 million at March 31, 2026.
Comstock Resources reported first-quarter 2026 results on May 5, 2026. Reported net income was $112.5 million, compared with a net loss of $115.4 million a year earlier, and included an $82.8 million unrealized hedging gain. Adjusted net income fell to $44.5 million from $53.8 million, and natural gas and oil sales including hedging losses fell to $339 million from $405 million, while the free cash deficit after acquisitions and divestitures was $223 million.
Net income $112.5 million, or $0.38 per diluted share, vs. a net loss of $115.4 million in Q1 2025; includes an $82.8 million pre-tax unrealized hedging gain
Adjusted net income $44.5 million, or $0.15 per diluted share, vs. $53.8 million, or $0.18, a year earlier
Natural gas and oil sales including hedging were $339 million, vs. $405 million; realized hedging losses were $80.4 million
Operating cash flow $192 million, or $0.66 per share; free cash deficit after acquisitions and divestitures $223 million; conference call at 10:00 a.m. CT on May 6, 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
Enact Holdings reported first-quarter 2026 GAAP net income of $168 million, or $1.18 per diluted share, up from $166 million, or $1.08, a year earlier but down from $177 million, or $1.22, in the fourth quarter of 2025. The board also raised the quarterly dividend 14% to $0.24 per share from $0.21. Per-share earnings improved year over year and the dividend rose, while new insurance written fell 11% from the prior quarter.
GAAP net income was $168 million, or $1.18 per diluted share, versus $166 million, or $1.08, in Q1 2025 and $177 million, or $1.22, in Q4 2025.
Adjusted operating income was $172 million, or $1.21 per diluted share, versus $169 million, or $1.10, in Q1 2025.
Quarterly dividend increased 14% to $0.24 per share from $0.21, payable June 18, 2026, to holders of record on May 28, 2026.
New insurance written was $13 billion, down 11% from Q4 2025 and up 30% from Q1 2025; about $93 million of shares were repurchased in the quarter.
The Hackett Group reported first quarter 2026 results for the quarter ended March 27, 2026. Total revenue fell to $68.8 million from $77.9 million a year earlier and adjusted diluted EPS fell to $0.34 from $0.41, while GAAP diluted EPS rose to $0.17 from $0.11. The company guided second quarter adjusted diluted EPS to $0.33 to $0.35, and shareholders at the April 30 annual meeting approved all four proposals, including a 250,000-share increase to the Employee Stock Purchase Plan.
Total revenue was $68.8 million vs. $77.9 million a year earlier; revenue before reimbursements was $67.8 million vs. $76.2 million.
Adjusted diluted EPS was $0.34 vs. $0.41; GAAP diluted EPS was $0.17 vs. $0.11. Restructuring costs were $1.96 million.
Second quarter 2026 guidance: revenue before reimbursements of $68.5 million to $70.0 million and adjusted diluted EPS of $0.33 to $0.35.
Cash used by operations was $5.1 million in the quarter, and $79.0 million was outstanding on the credit facility as of March 27, 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.
Prudential Financial reported first quarter 2026 results on May 5, 2026. GAAP net income fell to $597 million ($1.68 per share) from $707 million ($1.96 per share) a year earlier, while after-tax adjusted operating income rose to $1.278 billion ($3.61 per share) from $1.188 billion ($3.29 per share). Shareholders see a mixed picture: the non-GAAP earnings measure improved, but reported profit declined, and the International Businesses segment was hit by the Prudential of Japan sales suspension.
Net income attributable to Prudential Financial was $597 million ($1.68 per share), down from $707 million ($1.96 per share) in Q1 2025.
After-tax adjusted operating income was $1.278 billion ($3.61 per share), up from $1.188 billion ($3.29 per share).
International Businesses adjusted operating income fell 4% to $810 million, reflecting Prudential of Japan sales suspension expenses.
Capital returned to shareholders totaled $746 million, including $250 million of share repurchases and $496 million of dividends.
Jackson Financial reported a first-quarter 2026 net loss attributable to common shareholders of $435 million, or $6.24 per diluted share, compared with a $35 million loss, or $0.48 per share, a year earlier. Adjusted operating earnings rose slightly to $361 million, or $5.15 per diluted share, from $376 million, or $5.10 per share, while retail annuity sales grew 31% to $5.3 billion. The filing attributes the GAAP loss mainly to less favorable net hedging results, so shareholders face a sharply weaker reported result even as the company's adjusted measure held steady.
Net loss attributable to common shareholders of $435 million, or $6.24 per diluted share, versus a $35 million loss, or $0.48 per share, in Q1 2025
Adjusted operating earnings of $361 million, or $5.15 per diluted share, versus $376 million, or $5.10 per share, in Q1 2025
Retail annuity sales rose 31% to $5.3 billion; total revenues fell to $2.9 billion from $3.75 billion
Returned $257 million to common shareholders in the quarter, including $192 million in share repurchases and $65 million in dividends
Global Net Lease reported first-quarter 2026 revenue of $109.3 million, down from $132.4 million a year earlier, and a narrower net loss attributable to common stockholders of $16.0 million versus $200.3 million. The REIT also agreed to acquire Modiv Industrial in an all-stock deal at an enterprise value of about $535 million, expected to close in the third quarter of 2026, and reaffirmed its 2026 AFFO per share guidance of $0.80 to $0.84 while excluding the Modiv benefit.
Revenue from tenants was $109.3 million, compared with $132.4 million in first quarter 2025.
Net loss attributable to common stockholders was $16.0 million, compared with $200.3 million a year earlier.
AFFO was $43.9 million, or $0.21 per share, compared with $66.2 million, or $0.29 per share, in first quarter 2025.
Modiv deal: all-stock, fixed exchange ratio of 1.975, expected to be immediately 4% accretive to AFFO per share, with closing expected in third quarter 2026.
Dentsply Sirona reported first-quarter 2026 net sales of $880 million, up 0.1% from $879 million a year earlier, but posted a GAAP net loss attributable to the company of $10 million, or $0.05 per diluted share, compared with net income of $20 million, or $0.10 per share, in the first quarter of 2025. Restructuring and other costs of $67 million and a $32 million tax benefit shaped the result, and adjusted EPS fell 39.0% to $0.27. The company kept its 2026 outlook for net sales of $3.5 billion to $3.6 billion and adjusted EPS of $1.40 to $1.50.
Net sales of $880 million, up 0.1% from $879 million; constant currency sales fell 6.7%
GAAP net loss attributable to Dentsply Sirona of $10 million, or $0.05 per diluted share, versus net income of $20 million, or $0.10, a year earlier
Adjusted EPS of $0.27 versus $0.44 a year earlier, down 39.0%; adjusted EBITDA of $129 million versus $168 million
2026 outlook maintained: net sales of $3.5 billion to $3.6 billion and adjusted EPS of $1.40 to $1.50
United Fire Group reported first quarter 2026 net income of $30.1 million, or $1.15 per diluted share, up from $17.7 million, or $0.67, a year earlier. Net written premium rose 12.4% to $376.9 million and the combined ratio improved 3.8 points to 95.6%, so underwriting and profit both improved for shareholders.
Net income was $30.1 million ($1.15 per diluted share) versus $17.7 million ($0.67) in Q1 2025; adjusted operating income was $30.3 million ($1.16 per diluted share).
Combined ratio improved to 95.6% from 99.4%, with catastrophe losses at 3.7% of premium versus 5.0% a year earlier.
Net written premium grew 12.4% to $376.9 million; book value per share rose $0.18 to $37.06 from December 31, 2025.
The company paid a $0.20 per share cash dividend during the quarter; an earnings call is set for 9:00 a.m. CT on May 6, 2026.
EOG Resources reported first quarter 2026 results on May 5, 2026, with net income of $1,980 million, up from $1,463 million in the first quarter of 2025. Total operating revenues rose to $6,921 million from $5,669 million, and the company also released second quarter and full year 2026 forecast and benchmark pricing information, though those forecast figures are not in the portion of the filing provided. The higher revenue and profit point to stronger first quarter results for shareholders.
Net income was $1,980 million, or $3.70 per diluted share, in Q1 2026, compared with $1,463 million, or $2.65 per diluted share, in Q1 2025.
Total operating revenues were $6,921 million, compared with $5,669 million in Q1 2025.
Operating income was $2,598 million, compared with $1,859 million in Q1 2025.
Adjusted net income, a non-GAAP measure, was $1,825 million, or $3.41 per diluted share, for Q1 2026.
Genworth reported first-quarter 2026 net income available to common stockholders of $47 million, or $0.12 per diluted share, compared with $54 million, or $0.13 per diluted share, a year earlier. Adjusted operating income excluding the Closed Block was $109 million, or $0.28 per diluted share, versus $114 million, or $0.27, in the first quarter of 2025, while total revenues were $1,777 million against $1,786 million a year earlier.
Net income available to common stockholders was $47 million ($0.12 per diluted share), versus $54 million ($0.13) in Q1 2025 and $2 million in Q4 2025.
Adjusted operating income excluding Closed Block was $109 million ($0.28 per diluted share), versus $114 million ($0.27) in Q1 2025 and $122 million ($0.31) in Q4 2025.
Enact reported adjusted operating income of $140 million; the Closed Block reported a $32 million adjusted operating loss.
Genworth repurchased $66 million of shares at an average price of $8.61 per share in the quarter, and held $166 million in holding company cash and liquid assets at March 31, 2026.
IFF reported first quarter 2026 net sales of $2.74 billion, down 4% from the prior year, while reported EPS was $0.66 compared with a loss of $3.98 a year earlier, which included a $1.153 billion goodwill impairment. The company reaffirmed its full-year 2026 guidance and said it is running a sale process for its Food Ingredients business, which may affect shareholders depending on the outcome.
Reported net sales were $2.74 billion, down 4% versus $2.84 billion in the prior-year quarter; comparable currency neutral sales rose 3%.
Reported EPS was $0.66 versus a loss of $3.98 per share a year earlier; adjusted EPS excluding amortization was $1.25 versus $1.20.
Full-year 2026 guidance reaffirmed: sales of $10.5 billion to $10.8 billion and adjusted operating EBITDA of $2.05 billion to $2.15 billion.
Soy Crush, Concentrates and Lecithin divestiture closed March 2, 2026; a disciplined sale process for Food Ingredients is ongoing.
Community Healthcare Trust reported first-quarter 2026 net income of about $2.5 million, or $0.07 per diluted share, up from $1.6 million, or $0.03, a year earlier. Revenue rose to $31.5 million from $30.1 million, and FFO and AFFO per diluted share rose to $0.49 and $0.56 from $0.47 and $0.55. The board also declared a $0.48 quarterly dividend payable May 22, 2026.
Net income of $2.5 million, or $0.07 per diluted share, for the quarter ended March 31, 2026, versus $1.6 million, or $0.03, a year earlier
Revenue of $31.5 million, compared with $30.1 million in the first quarter of 2025
FFO of $0.49 and AFFO of $0.56 per diluted share, versus $0.47 and $0.55 a year earlier
Quarterly dividend of $0.48 per share declared April 30, 2026, payable May 22, 2026 to holders of record May 11, 2026
Lumen reported first-quarter 2026 revenue of $2.899 billion, down 9% from $3.182 billion a year earlier, and a net loss of $200 million, similar to the $201 million loss in the prior-year quarter. The company raised its full-year 2026 free cash flow outlook to $1.9-2.1 billion from $1.2-1.4 billion, while keeping its adjusted EBITDA outlook at $3.1-3.3 billion, and said it has agreed to acquire Alkira.
Total revenue was $2.899 billion versus $3.182 billion a year earlier; diluted loss per share was $(0.20) in both periods.
Excluding special items, diluted loss per share was $(0.47) versus $(0.13), and adjusted EBITDA excluding special items was $849 million versus $929 million.
Free cash flow excluding special items was $756 million versus $354 million; the full-year free cash flow outlook includes $729 million of Mass Markets Fiber-to-the-Home divestiture proceeds.
Lumen agreed to acquire Alkira; the filing does not state the purchase price in the materials provided.
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