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).
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.
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
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.
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.
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
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.
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.
Celanese reported first quarter 2026 GAAP diluted EPS from continuing operations of $0.41 and adjusted EPS of $0.85, compared with $(0.17) and $0.54 a year earlier. Net sales were $2.3 billion, down from $2.4 billion a year earlier but up 6 percent sequentially, and the company raised its full-year free cash flow outlook to $700 million to $800 million, which matters to shareholders because it points to expected cash generation and deleveraging. The company also guided second-quarter adjusted EPS to $2.00 to $2.40.
Adjusted EPS of $0.85 versus $0.54 in Q1 2025; GAAP diluted EPS from continuing operations of $0.41 versus $(0.17)
Net sales of $2.3 billion, up 6 percent sequentially from $2.2 billion in Q4 2025 and down from $2.4 billion in Q1 2025
Full-year 2026 free cash flow outlook raised to $700 million to $800 million
Q2 2026 adjusted EPS expected at $2.00 to $2.40; about $3.00 expected for second half of 2026
Jack Henry & Associates reported fiscal third-quarter 2026 results for the quarter ended March 31, 2026, with GAAP revenue up 8.7% to $636.2 million and GAAP operating income up 11.8%. The company said it increased its full-year non-GAAP revenue, non-GAAP margin expansion and GAAP EPS guidance, while noting expected relative weakness in non-GAAP revenue and margins in fiscal Q4.
GAAP diluted EPS was $1.71 for the quarter, up 12.2% from $1.52 a year earlier; non-GAAP adjusted revenue rose 7.3%.
Fiscal 2026 GAAP EPS guidance is $6.78 to $6.87, and GAAP revenue guidance is $2,521 million to $2,533 million.
The company repurchased $159 million of stock in the quarter at an average of $162 per share, and $284 million year to date.
Cash and cash equivalents were $21 million at March 31, 2026, and credit facility borrowings were $90 million, down from $170 million a year earlier.
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.
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.
Healthpeak reported first-quarter 2026 diluted EPS of $0.28, up from $0.06 a year earlier, while diluted Nareit FFO fell to $0.42 per share from $0.45. The company raised its full-year 2026 diluted EPS guidance to $0.46 to $0.50 from $0.34 to $0.38 and lowered its Nareit FFO guidance to $1.68 to $1.72 from $1.70 to $1.74, while raising FFO as Adjusted guidance and reaffirming same-store NOI growth.
Q1 2026 diluted EPS $0.28 vs. $0.06 in Q1 2025; diluted Nareit FFO $0.42 vs. $0.45; diluted FFO as Adjusted $0.45 vs. $0.46.
2026 diluted EPS guidance raised to $0.46 to $0.50 from $0.34 to $0.38.
2026 Nareit FFO guidance lowered to $1.68 to $1.72 from $1.70 to $1.74; FFO as Adjusted guidance raised to $1.71 to $1.75 from $1.70 to $1.74.
Janus Living IPO in March 2026 generated approximately $880 million of net proceeds; Healthpeak owns 81.6% of Janus Living.
Dave Inc. reported first-quarter 2026 revenue of $158.4 million, up 47% from a year earlier, and GAAP net income of $57.9 million, up 101%. It raised its full-year 2026 revenue, adjusted EBITDA and adjusted diluted EPS guidance and repurchased $194.9 million of shares in the quarter. Provision for credit losses rose to $26.6 million from $10.6 million, which the company attributed to quarter-end timing.
Q1 2026 revenue was $158.4 million, up from $108.0 million, and GAAP net income was $57.9 million, up from $28.8 million.
Adjusted EBITDA was $69.3 million, up 57%, and adjusted diluted EPS was $3.64, up 64%.
2026 revenue guidance rose to $710 million to $720 million from $690 million to $710 million; adjusted diluted EPS guidance rose to $16.25 to $16.75 from $14.00 to $15.00.
Share repurchases totaled $194.9 million in Q1, and $113.3 million remained under the existing authorization as of the release.
Live Nation reported first-quarter 2026 revenue of $3.8 billion, up 12%, and adjusted operating income of $371 million, up 9%. A $450 million legal accrual pushed the company to an operating loss of $370.5 million and a net loss per share of $(1.85), compared with $(0.32) a year earlier. The company says it remains on pace to grow adjusted operating income by double digits in 2026, but the accrual will weigh on 2026 operating income.
Revenue was $3.8 billion, up 12% from $3.38 billion in Q1 2025.
Operating loss of $370.5 million, compared with operating income of $114.8 million a year earlier, reflecting the $450 million legal accrual.
Basic and diluted net loss per share was $(1.85), versus $(0.32) in Q1 2025; the accrual reduced EPS by $(1.93).
Adjusted operating income was $371 million, up 9%, and cash and cash equivalents stood at $9.1 billion on March 31, 2026.
Strategy Inc reported a first-quarter 2026 net loss of $12.54 billion, or $38.25 per diluted common share, compared with a net loss of $4.22 billion, or $16.49 per share, a year earlier. The operating loss included a $14.46 billion unrealized loss on digital assets, while total revenue rose 11.9% to $124.3 million, so the headline loss figures moved sharply against the revenue trend for shareholders.
Operating loss of $14.47 billion in Q1 2026, versus $5.92 billion in Q1 2025, including a $14.46 billion unrealized loss on digital assets
Total revenue of $124.3 million, up from $111.1 million; gross profit of $83.4 million at a 67.1% margin, versus 69.4% a year earlier
Cash and cash equivalents of $2.21 billion as of March 31, 2026, down from $2.30 billion at December 31, 2025
Holdings of 818,334 bitcoin as of May 3, 2026; STRC raised $5.58 billion year to date in 2026
BrightView reported fiscal second-quarter 2026 revenue up 6.1% to $702.9 million and raised its full-year revenue guidance, while net income fell to $1.7 million. The company also signed Amendment No. 10 to its credit agreement, extending the revolving credit facility to April 22, 2031 and setting a lower initial interest margin.
Q2 net service revenues rose 6.1% to $702.9 million; net income fell $4.7 million to $1.7 million
Total FY26 revenue guidance raised to $2.745 billion to $2.795 billion from $2.670 billion to $2.730 billion
Revolving credit facility maturity extended to April 22, 2031; initial revolver margin set at 1.75% for term benchmark loans
Total Net Financial Debt was $900.1 million at March 31, 2026, or 2.5x trailing Adjusted EBITDA
Gulfport Energy reported first quarter 2026 net income of $165.8 million, compared with a net loss of $464 thousand a year earlier, on total revenues of $437.5 million, up from $197.0 million. The company also reaffirmed its 2026 guidance and announced that Domenic J. Dell'Osso, Jr. has been appointed President and Chief Executive Officer.
Q1 2026 diluted earnings per share of $8.87, versus a loss of $0.07 in Q1 2025
Net daily production of 996.8 MMcfe, up 7% from the first quarter of 2025
Repurchased about 866.3 thousand shares for $172.8 million; about $406.8 million of repurchase capacity remained at March 31, 2026
Dell'Osso Jr. named President and CEO in a May 5, 2026 press release; 2026 guidance reaffirmed
MasterBrand reported first-quarter 2026 net sales of $618.0 million, down 6.4% from a year earlier, and a net loss of $15.4 million, compared with net income of $13.3 million in the prior-year quarter. Adjusted EBITDA fell to $28.0 million from $67.1 million, and the company now expects its full-year 2026 effective tax rate to be elevated, citing non-deductible costs tied to its pending combination with American Woodmark.
Net sales were $618.0 million, down from $660.3 million, following a mid-single-digit market decline and slower housing completions.
Net loss was $(15.4) million versus net income of $13.3 million; diluted EPS was $(0.12) and adjusted diluted EPS was $0.06, compared with $0.18.
Second-quarter 2026 adjusted EBITDA is guided to $51 million to $61 million, with adjusted diluted EPS of $0.03 to $0.13.
The company is no longer reiterating its prior outlook for full-year effective tax rate improvement; the merger with American Woodmark is expected to close in the second calendar quarter of 2026.
Jacobs reported fiscal Q2 2026 results for the quarter ended March 27, 2026. Gross revenue rose 27.0% to $3.7 billion, but the company posted a GAAP net loss from continuing operations of $43.0 million ($0.32 per diluted share), compared with earnings of $11.2 million a year earlier, largely due to charges tied to the PA Consulting acquisition. Adjusted EPS rose 22.4% to $1.75, and the company raised its fiscal 2026 adjusted EPS outlook to $7.10 to $7.35 from $6.95 to $7.30.
Gross revenue of $3.7 billion, up 27.0% year over year; adjusted net revenue of $2.3 billion, up 8.8%
GAAP net loss from continuing operations of $43.0 million vs. $11.2 million earnings in Q2 2025; restructuring, transaction and other charges totaled $352.2 million
Adjusted EPS of $1.75, up 22.4%; adjusted EBITDA of $327.2 million, up 14.2%
Fiscal 2026 adjusted EPS outlook raised to $7.10 to $7.35 (from $6.95 to $7.30); adjusted net revenue growth outlook raised to 8.0% to 10.5%
Flex reported fourth-quarter fiscal 2026 net sales of $7.5 billion, up 17% from a year earlier, with GAAP diluted EPS of $0.67 versus $0.57 and adjusted EPS of $0.93 versus $0.73. The company also announced its intent to spin off its Cloud and Power Infrastructure business into a new independent public company and guided fiscal 2027 adjusted EPS to $4.21 to $4.51, a figure that excludes the planned spin-off.
Q4 net sales $7.5 billion, up 17%; GAAP EPS $0.67 vs $0.57; adjusted EPS $0.93 vs $0.73
Full-year fiscal 2026 net sales $27.9 billion, up 8%; GAAP EPS $2.33 vs $2.11; adjusted EPS $3.30 vs $2.65
Fiscal 2027 guidance: net sales $32.3 billion to $33.8 billion; adjusted EPS $4.21 to $4.51
Intent to spin off Cloud and Power Infrastructure segment announced May 5, 2026; conference call May 6, 2026 at 8:30 AM ET
DaVita reported first-quarter 2026 revenue of $3.416 billion, up from $3.224 billion a year earlier, and operating income of $482 million, up from $439 million. It also raised its 2026 adjusted diluted EPS guidance to $14.10 to $15.20 from $13.60 to $15.00, which matters to shareholders because it signals higher expected profit for the year. Compared with the fourth quarter of 2025, revenue and operating income were lower.
Q1 2026 diluted EPS from continuing operations was $2.87, versus $2.00 in Q1 2025 and $2.94 in Q4 2025.
2026 adjusted operating income guidance rose to $2,150 million to $2,250 million from $2,085 million to $2,235 million.
Free cash flow guidance for 2026 was unchanged at $1,000 million to $1,250 million.
The company repurchased 3.0 million shares for $403 million in Q1 2026 and 2.0 million more shares for $302 million from April 1 through May 5, 2026.
Qualys reported first quarter 2026 results on May 5, 2026, with revenue up 10% to $175.6 million and GAAP net income per diluted share of $1.42, compared with $1.29 a year earlier. The company raised its full-year 2026 revenue guidance to $721.0 million to $727.0 million and its GAAP EPS guidance to $5.40 to $5.61, which matters to shareholders because it signals higher expected sales and profit for the year. Operating cash flow fell 13% in the quarter.
Revenue of $175.6 million, up 10% from $159.9 million a year earlier
GAAP EPS of $1.42 vs. $1.29; non-GAAP EPS of $1.95 vs. $1.67
Full-year 2026 revenue guidance raised to $721.0-$727.0 million from $717.0-$725.0 million
Operating cash flow of $95.3 million, down 13% from $109.6 million
Veracyte reported first-quarter 2026 total revenue of $139.1 million, up 21% from a year earlier, and GAAP net income of $28.7 million, compared with $7.0 million in the first quarter of 2025. The company raised its 2026 total revenue guidance to $582 million to $592 million and its adjusted EBITDA margin guidance to greater than 26%, which shareholders may view as a sign that growth is running ahead of earlier expectations.
Total revenue was $139.1 million, up 21% from $114.5 million; testing revenue was $135.1 million, up 26%.
GAAP net income was $28.7 million, or $0.35 per diluted share, versus $7.0 million, or $0.09 per diluted share, a year earlier.
2026 total revenue guidance was raised to $582 million to $592 million from $570 million to $582 million.
Adjusted EBITDA margin guidance was raised to greater than 26% from approximately 25%.
Exelixis reported first-quarter 2026 total revenues of $610.8 million, up from $555.4 million a year earlier, and GAAP diluted EPS of $0.79, up from $0.55. The company maintained its 2026 financial guidance and said the zanzalintinib NDA for previously treated metastatic colorectal cancer is under FDA review with a December 3, 2026 target action date. The Board also authorized up to an additional $750 million in stock repurchases through December 31, 2027.
Total revenues were $610.8 million versus $555.4 million; net product revenues were $555.0 million versus $513.3 million.
GAAP diluted EPS was $0.79 versus $0.55; non-GAAP diluted EPS was $0.87 versus $0.62.
2026 guidance was maintained, with total revenues of $2.525 billion to $2.625 billion.
The new $750 million repurchase program runs through December 31, 2027; the October 2025 program is expected to be completed in May 2026.
Teradata reported first-quarter 2026 total revenue of $444 million, up 6% from $418 million a year earlier, and non-GAAP diluted EPS of $0.88 versus $0.66. GAAP diluted EPS of $3.47 was lifted by a $359 million pre-tax net benefit from a settlement with SAP, and the company raised its full-year 2026 GAAP EPS range to $4.22 to $4.32. Second-quarter total revenue is guided down 4% to 2%, and the full-year non-GAAP EPS range of $2.55 to $2.65 was reaffirmed.
Q1 2026 total revenue $444 million, up 6% as reported and 4% in constant currency; recurring revenue $400 million, up 12%
GAAP operating result was a loss of $36 million versus income of $66 million a year earlier, including $121 million of SAP settlement costs
Q2 2026 guidance: total revenue down 4% to 2% year-over-year; non-GAAP diluted EPS $0.53 to $0.57
Full-year 2026 GAAP diluted EPS raised to $4.22 to $4.32; non-GAAP diluted EPS reaffirmed at $2.55 to $2.65
QuidelOrtho reported first-quarter 2026 revenue of $619.8 million, down from $692.8 million a year earlier, and a GAAP net loss of $91.8 million, or $1.35 per share. The company cut its full-year 2026 guidance for revenue, adjusted EBITDA, adjusted diluted earnings per share and free cash flow, citing a weaker respiratory season and China and Middle East disruptions.
Q1 2026 total revenue was $619.8 million, down 10.5% from $692.8 million; Point of Care revenue fell 34.0% to $112.8 million.
GAAP net loss was $91.8 million, or $1.35 per diluted share, compared with a net loss of $12.7 million, or $0.19 per share, a year earlier.
Adjusted diluted loss per share was $0.04, compared with adjusted diluted earnings of $0.74 in the prior-year quarter.
2026 guidance now calls for adjusted EBITDA of $615 million to $630 million (previously $630 million to $670 million) and adjusted diluted EPS of $1.80 to $2.00 (previously $2.00 to $2.42).
Onto Innovation reported first-quarter 2026 revenue of $291.9 million, up 9.5% from a year earlier, but GAAP diluted earnings per share fell to $0.67 from $1.30 as operating expenses rose, including higher amortization. The company also said it will buy a 27% stake in Rigaku for approximately $710 million, with closing expected in the second half of 2026, and guided second-quarter revenue to $320 million to $330 million.
Q1 2026 revenue of $291.9 million, up 9.5% from $266.6 million in Q1 2025; GAAP net income of $33.8 million versus $64.1 million
Non-GAAP diluted EPS of $1.42 versus $1.51 a year earlier; GAAP operating margin of 11.5% versus 23.7%
Q2 2026 guidance: revenue of $320 million to $330 million; GAAP diluted EPS of $1.09 to $1.18; non-GAAP diluted EPS of $1.65 to $1.73
Planned purchase of a 27% Rigaku ownership stake for approximately $710 million, expected to close in the second half of 2026; company had $654 million in cash and short-term investments at March 31, 2026
BlackLine reported first quarter 2026 GAAP revenue of $183.2 million, up 9.7% from a year earlier, and GAAP net income attributable to BlackLine of $8.1 million, or $0.13 per diluted share, versus $0.10 a year earlier. The company also gave second quarter and full-year 2026 outlook, with full-year GAAP revenue expected at $765 million to $769 million and non-GAAP net income per share at $2.42 to $2.53.
Q1 2026 GAAP revenue $183.2 million, up 9.7%; billings $173.7 million, up 9.2%
GAAP net income attributable to BlackLine $8.1 million, or $0.13 per diluted share, versus $0.10 in Q1 2025
Q2 2026 GAAP revenue guided to $186 million to $188 million; full-year 2026 GAAP revenue guided to $765 million to $769 million
Repurchased about 1.2 million shares for $47.1 million; about $217.4 million of buyback capacity remained at March 31, 2026
Neurocrine Biosciences reported first-quarter 2026 total revenues of $814.5 million, up 42% from a year earlier, and GAAP diluted earnings of $1.91 per share versus $0.08 a year earlier. The company reaffirmed its 2026 INGREZZA net sales guidance of $2.7 billion to $2.8 billion and said it expects to close its $2.9 billion acquisition of Soleno Therapeutics in the second quarter of 2026.
Total net product sales were $811.0 million, up 44% year over year; INGREZZA contributed $656.9 million (up 20%) and CRENESSITY contributed $153.3 million, versus $14.5 million a year earlier.
GAAP net income was $197.9 million, or $1.91 per diluted share, compared with $7.9 million, or $0.08, in the first quarter of 2025.
Non-GAAP diluted EPS was $1.94, compared with $0.70 a year earlier.
Full-year 2026 INGREZZA net sales guidance of $2.7 billion to $2.8 billion was reaffirmed; the Soleno Therapeutics deal is at $53.00 per share in cash and is expected to close in Q2 2026.
Nasdaq told Versus Systems on April 29, 2026 that it did not meet the $2.5 million minimum stockholders' equity required for continued listing, citing equity of $1,918,303 at December 31, 2025. The company has until June 13, 2026 to submit a compliance plan, and Nasdaq may extend the deadline to October 26, 2026 if the plan is accepted, so the letter has no immediate effect on the listing.
Nasdaq deficiency letter dated April 29, 2026 cites stockholders' equity of $1,918,303 versus the $2,500,000 minimum
Compliance plan due June 13, 2026; possible extension to October 26, 2026 if accepted
Planned sale of 1,513,128 shares to ASPIS Cyber Technologies for $1,700,000 at $1.1235 per share, expected to close on or before May 14, 2026
Assurant reported first-quarter 2026 GAAP net income of $274.1 million, up 87% from $146.6 million a year earlier, and raised its full-year 2026 outlook. The company now expects share repurchases of $300 million to $350 million this year, at the upper end of its prior guidance.
GAAP net income per diluted share was $5.41, up 91% from $2.83; adjusted earnings per diluted share excluding reportable catastrophes rose 9% to $6.33 from $5.79.
Reportable catastrophes totaled $24.4 million in the quarter, down from $157.0 million in first-quarter 2025.
2026 outlook: Adjusted EBITDA and adjusted EPS, both excluding reportable catastrophes, now expected to grow low single digits, or high single digits on an underlying basis.
$620 million remains under the current share repurchase authorization after $30 million of buybacks from April 1 through May 1, 2026.
MSA Safety agreed on May 5, 2026, to acquire Autronica, a Norway-based maker of fire and gas detection and alarm systems, for approximately $555 million in cash. The company says the deal adds a fire and gas systems business and is expected to be accretive to adjusted EPS in the first full year of ownership, but closing depends on Norwegian and Danish regulatory conditions and is expected in the third quarter of 2026.
Purchase price is approximately $555 million in cash, funded by cash on hand and borrowings under MSA's existing credit facility
Autronica recorded approximately $160 million in 2025 sales with an adjusted EBITDA margin of approximately 20%
Closing is expected in the third quarter of 2026, subject to Norwegian National Security Act and Danish foreign direct investment conditions
Autronica employs approximately 500 people globally and was founded in 1957
AGCO reported first-quarter 2026 net sales of $2.3 billion, up 14.3% from a year earlier, and reported earnings of $0.76 per share versus $0.14 a year earlier. The company raised its full-year adjusted earnings per share outlook to approximately $6.00, increased its quarterly dividend to $0.30 from $0.29, and plans $350 million in share repurchases starting in the second quarter of 2026.
Net sales $2.3 billion, up 14.3%; up 4.7% excluding favorable currency translation of 9.6%
Reported EPS $0.76 vs. $0.14 a year earlier; adjusted EPS $0.94 vs. $0.41
Full-year 2026 adjusted EPS outlook increased to approximately $6.00; net sales expected at $10.5 to $10.7 billion
Quarterly dividend raised to $0.30 per share; $350 million in buybacks to begin in Q2 2026, funded partly by about $190.0 million from selling 49% stakes in U.S. and Canada finance joint ventures to Rabobank subsidiaries
Graphic Packaging reported first quarter 2026 net sales of $2,156 million, up 2% from $2,120 million, but swung to a net loss of $43 million, or $(0.14) per diluted share, from net income of $127 million, or $0.42, a year earlier. Adjusted EBITDA fell to $232 million from $365 million, and the company reaffirmed its 2026 guidance after a 90-day business review that included a workforce reduction of over 500 roles.
Net sales were $2,156 million, up from $2,120 million, with volumes up 1%.
Net loss was $43 million, or $(0.14) per diluted share, versus net income of $127 million, or $0.42, in first quarter 2025.
Adjusted EBITDA was $232 million versus $365 million, and Adjusted EBITDA margin was 10.8% versus 17.2%.
2026 guidance was reaffirmed: net sales of $8.4 billion to $8.6 billion, Adjusted EBITDA of $1.05 billion to $1.25 billion, and Adjusted EPS of $0.75 to $1.15.
IPG Photonics reported first-quarter 2026 revenue of $265.5 million, up 17% year over year, while GAAP net income fell 58% to $1.6 million and diluted EPS dropped to $0.04 from $0.09 after a $13.5 million litigation settlement expense. The company also agreed with TRUMPF Laser- und Systemtechnik SE to resolve and dismiss all patent litigation worldwide, and gave second-quarter 2026 revenue guidance of $260 million to $290 million.
Q1 2026 revenue was $265.5 million, up 17%; Industrial Solutions sales rose 21% to $227.6 million while Advanced Solutions fell 5%.
GAAP operating loss of $7.7 million, compared with operating income of $1.8 million a year earlier; net income was $1.6 million versus $3.8 million.
Operating expenses included a $13.5 million settlement of litigation matters; GAAP gross margin fell to 37.5% from 39.4%.
On May 5, 2026, IPG agreed with TRUMPF to resolve and dismiss all patent litigation worldwide; Q2 2026 guidance calls for adjusted EPS of $0.25 to $0.55.
Sunstone Hotel Investors reported first-quarter 2026 net income attributable to common stockholders of $16.0 million, or $0.08 per diluted share, up from $1.3 million, or $0.01, a year earlier, and raised its full-year 2026 guidance for net income and Adjusted FFO per share. The company said it repurchased $49.2 million of common and preferred stock from the start of 2026 through May 1, 2026. General Counsel David Klein will leave the company effective May 31, 2026, as part of an executive restructuring.
Q1 2026 net income attributable to common stockholders was $16.0 million, or $0.08 per diluted share, versus $1.3 million, or $0.01, in Q1 2025.
RevPAR for all hotels rose 14.6% to $255.04; excluding Andaz Miami Beach, RevPAR rose 5.7%.
Full-year 2026 net income per diluted share guidance is now $0.11 to $0.18, up from $0.02 to $0.16; Adjusted FFO per diluted share guidance is now $0.88 to $0.96, up from $0.81 to $0.94.
General Counsel David Klein departs May 31, 2026, with a cash payment of $1,500,000 less the value of accelerated stock awards, plus accelerated vesting of awards covering 73,920 shares.
Peabody reported a first-quarter 2026 net loss attributable to common stockholders of $(32.4) million, or $(0.27) per diluted share, compared with net income of $34.4 million, or $0.27 per diluted share, a year earlier, even though revenue rose to $973.3 million from $937.0 million. The company also cut its full-year 2026 Centurion volume expectation to 2.5 million tons from 3.5 million tons after longwall commissioning problems, which lowers expected output for shareholders. The Board also declared a $0.075 per share quarterly dividend.
Q1 2026 revenue was $973.3 million vs. $937.0 million in Q1 2025; net loss attributable to common stockholders was $(32.4) million vs. net income of $34.4 million.
Adjusted EBITDA was $82.5 million vs. $144.0 million a year earlier; Seaborne Metallurgical posted a $(7.0) million Adjusted EBITDA loss, including approximately $80 million impact from Centurion.
Full-year 2026 Centurion volume is now expected at 2.5 million tons vs. the original 3.5 million tons; the longwall move planned for Q4 2026 is now expected in early 2027.
Quarterly dividend of $0.075 per share, payable June 8, 2026 to stockholders of record on May 19, 2026.
Cummins reported first-quarter 2026 revenue of $8.4 billion, up 3% from a year earlier, but net income attributable to Cummins fell to $654 million, or $4.71 per diluted share, from $824 million, or $5.96, a year earlier. The results include a $199 million charge, or $1.44 per diluted share, tied to the sale of its low-pressure fuel cell business, and the company raised its full-year 2026 revenue and EBITDA guidance.
Q1 2026 revenue was $8.4 billion, up 3%; North America sales fell 6% while international revenue rose 16%.
Net income attributable to Cummins was $654 million, or $4.71 per diluted share, versus $824 million, or $5.96, in Q1 2025.
Full-year 2026 revenue guidance was raised to up 8% to 11%, from up 3% to 8%.
Full-year 2026 EBITDA is now expected at 17.75% to 18.50% of sales, up from 17.0% to 18.0%, excluding fuel cell charges.
TransDigm reported second-quarter fiscal 2026 net sales of $2,544 million, up 18%, and net income of $536 million, up 12%. The company raised its full-year fiscal 2026 guidance at the midpoint for sales, EBITDA As Defined and adjusted earnings per share, while noting that net income guidance is roughly flat versus fiscal 2025 due to higher interest expense.
Q2 earnings per share were $9.20, up 12%; adjusted earnings per share were $9.85, up 8% from $9.11.
Fiscal 2026 sales guidance midpoint rose $420 million; EBITDA As Defined guidance midpoint rose $210 million.
Adjusted EPS guidance midpoint rose $1.14 to a range of $38.83 to $40.21.
Net income guidance of $2,026 million to $2,106 million implies a 0.4% decrease at the midpoint versus fiscal 2025.
Sotera Health reported first-quarter 2026 net revenues of $280.0 million, up 10.0% from a year earlier, and net income of $26.6 million, or $0.09 per diluted share, compared with a net loss of $13.3 million a year earlier. The company reaffirmed its 2026 outlook and said Alton Shader will become chief executive officer on May 26, 2026, succeeding Michael B. Petras, Jr., who becomes Executive Chairman.
Q1 2026 net revenues were $280.0 million, up 10.0% from $254.5 million in Q1 2025, or 6.5% on a constant currency basis.
Q1 2026 net income was $26.6 million, or $0.09 per diluted share, versus a net loss of $13.3 million, or $0.05 per share, in Q1 2025.
The 2026 outlook was reaffirmed, including net revenues of $1.233 billion to $1.251 billion and Adjusted EBITDA of $632 million to $641 million.
Alton Shader, currently CEO of Viant Medical, will become CEO effective May 26, 2026, with an annual base salary of $1,000,000; Petras becomes Executive Chairman.
LCI Industries reported first-quarter 2026 results on May 5, 2026, with net sales up 4% to $1.1 billion and diluted EPS up 30% to $2.53 from $1.94. The company raised the low end of its 2026 adjusted EPS outlook to $8.75 to $9.25 but cut its North American RV wholesale shipment forecast, and it expects April 2026 net sales to fall 4% from a year earlier. For shareholders, earnings improved while the volume outlook weakened.
Net sales rose 4.3% to $1.1 billion in Q1 2026; diluted EPS was $2.53 versus $1.94, and adjusted diluted EPS was $2.59 versus $2.19
2026 adjusted diluted EPS outlook of $8.75 to $9.25, with the lower end raised from $8.25 and the upper end reaffirmed
2026 North American RV wholesale shipments lowered to 315,000 to 330,000 from 335,000 to 350,000
April 2026 net sales expected at approximately $374 million, down 4% from the prior year
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