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).
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
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)
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
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
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.
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.
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
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.
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.
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
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
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.
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.
Occidental reported first-quarter 2026 net income attributable to common stockholders of $3.2 billion, or $3.13 per diluted share, and adjusted EPS from continuing operations of $1.06. The reported profit was driven by the gain on the OxyChem sale within discontinued operations, while adjusted EPS fell from $2.21 in the fourth quarter of 2025, and the company said it repaid $7.1 billion of principal debt through May 5.
Net sales were $5,230 million, up from $5,112 million in the fourth quarter of 2025 and down from $5,704 million in the first quarter of 2025.
Adjusted EPS from continuing operations was $1.06, compared with $2.21 in the fourth quarter of 2025 and $0.87 in the first quarter of 2025.
Total company production of 1,426 Mboed exceeded the high end of guidance, and midstream and marketing adjusted pre-tax income exceeded the high end of guidance.
Principal debt was reduced to $13.3 billion, with $7.1 billion repaid through May 5, 2026, and the company is progressing toward a $10.0 billion milestone.
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.
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.
Bright Horizons reported first-quarter 2026 revenue of $712.2 million, up 7%, while net income fell 10% to $34.1 million and diluted EPS fell to $0.62 from $0.66 on a GAAP basis. The company reaffirmed its 2026 guidance of $3.075 billion to $3.125 billion in revenue and $4.90 to $5.10 in diluted adjusted EPS, and it repurchased $224.8 million of stock in the quarter.
Revenue of $712.2 million, up $46.7 million or 7% from the first quarter of 2025
Net income of $34.1 million and diluted EPS of $0.62, down 10% and 6%; diluted adjusted EPS rose 6% to $0.82
Full-year 2026 guidance reaffirmed: revenue of $3.075 billion to $3.125 billion and diluted adjusted EPS of $4.90 to $5.10
Repurchased 2.9 million shares for $224.8 million in the first quarter of 2026, compared with $19.6 million a year earlier
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
Pitney Bowes reported first-quarter 2026 revenue of $477 million, down 3% from $493 million a year earlier, while GAAP diluted EPS rose to $0.39 from $0.19 and adjusted EPS rose 42% to $0.47. The company reaffirmed the full-year 2026 guidance it raised in April and increased its quarterly dividend to $0.10 per share from $0.09, so shareholders see lower sales alongside higher reported and adjusted profit.
Revenue was $477 million versus $493 million, down 3%; SendTech revenue fell 1% to $314 million and Presort revenue fell 8% to $163 million.
GAAP diluted EPS was $0.39 versus $0.19; adjusted EPS was $0.47 versus $0.33.
2026 guidance was reaffirmed: revenue of $1.8 billion to $1.86 billion and adjusted EPS of $1.50 to $1.65.
The quarterly dividend rises to $0.10 per share, payable June 5, 2026, to holders of record as of May 18, 2026; the company repurchased 17.2 million shares for $186 million year-to-date through May 1, 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
Match Group reported first-quarter 2026 results on May 5, 2026, with revenue up 4% year over year to $864 million and net income up 42% to $167 million. Its second-quarter outlook calls for revenue of $850 million to $860 million, down 2% to flat year over year, while Payers fell 5% in the quarter. The board also declared a $0.20 per share dividend payable July 21, 2026.
Q1 2026 revenue of $864 million rose 4% Y/Y, flat on an FX-neutral basis; Payers fell 5% to 13.5 million while RPP rose 10% to $20.90.
Net income of $167 million rose 42% Y/Y; Adjusted EBITDA of $343 million rose 25% Y/Y.
Q2 2026 guidance: total revenue of $850 million to $860 million (down 2% to flat Y/Y) and Adjusted EBITDA of $325 million to $330 million.
Board declared a $0.20 per share cash dividend payable July 21, 2026 to holders of record as of July 7, 2026.
Qorvo reported fiscal 2026 fourth-quarter revenue of $808.3 million, down 7.0% from $869.5 million a year earlier and down 18.6% from $993.0 million in the prior quarter. Non-GAAP diluted EPS rose to $1.69 from $1.42, while GAAP diluted EPS was $0.32 versus $0.33 a year earlier. Because of the pending Skyworks transaction, Qorvo said it has discontinued conference calls and forward-looking guidance, although the CEO's quote restates expectations for fiscal 2027.
Revenue was $808.3 million, down from $869.5 million in the year-earlier quarter and $993.0 million in the prior quarter.
GAAP operating income was $31.5 million, including an $82.4 million goodwill and intangible asset impairment; non-GAAP operating income was $190.2 million.
Non-GAAP gross margin was 52.6%, up from 45.9% a year earlier; free cash flow was $255 million.
Qorvo repurchased $400 million of shares, about 5% of common stock outstanding versus the prior quarter, and ended the quarter with $1.2 billion in cash.
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%
Solventum reported first-quarter 2026 results on May 5, 2026, with net sales down 3.0% to $2.0 billion on a reported basis and up 2.1% on an organic basis. GAAP diluted EPS fell to $0.07 from $0.78, while adjusted diluted EPS rose 10.6% to $1.48. The company affirmed its full-year 2026 organic sales growth and free cash flow guidance and said adjusted EPS is estimated to be toward the high end of its $6.40 to $6.60 range.
Reported sales of $2.0 billion, down 3.0% from $2.07 billion a year earlier; organic sales up 2.1%
GAAP net income of $13 million versus $137 million, with separation and restructuring costs weighing on results
Adjusted diluted EPS of $1.48 versus $1.34; free cash flow was negative $273 million
Full-year 2026 guidance affirmed, with free cash flow of about $200 million and adjusted EPS toward the high end of $6.40 to $6.60
Super Micro Computer reported preliminary, unaudited results for the quarter ended March 31, 2026. Net sales were $10.2 billion, up from $4.6 billion a year earlier but down from $12.7 billion in the prior quarter, while net income rose to $483 million and diluted EPS was $0.72. The company also guided fourth-quarter net sales to $11.0 billion to $12.5 billion, but the filing notes that a Board review of export-control matters could affect the forecasts and prior period results.
Q3 net sales of $10.2 billion, versus $12.7 billion in Q2'26 and $4.6 billion in Q3'25
Q3 net income of $483 million and GAAP diluted EPS of $0.72, versus $401 million and $0.60 in Q2'26
Q3 cash flow used in operations was $6.6 billion; cash and equivalents were $1.3 billion and bank debt plus convertible notes were $8.8 billion as of March 31, 2026
Q4 FY2026 guidance: net sales of $11.0 billion to $12.5 billion; full-year FY2026 net sales of $38.9 billion to $40.4 billion
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
Versigent PLC, which was spun off from Aptiv PLC on April 1, 2026, reported first-quarter 2026 revenue of $2.2 billion, up 9%, but net income attributable to the company fell to $78 million from $95 million a year earlier. The company reaffirmed its full-year 2026 guidance and disclosed a dividend policy of $0.13 per share quarterly and a $250 million share repurchase program.
Revenue of $2,212 million, up from $2,024 million; up about 3% excluding currency and commodity movements
Net income attributable to Versigent of $78 million, versus $95 million; adjusted EBITDA of $203 million, versus $198 million, with margin of 9.2% versus 9.8%
Free cash flow of $(30) million, versus $3 million a year earlier, including $26 million of separation costs
Board approved a dividend policy of $0.13 per share quarterly (initial dividend not yet declared) and a $250 million share repurchase program with no expiration date; full-year 2026 guidance reaffirmed, including U.S. GAAP net income of $31
National Presto Industries reported first quarter 2026 results for the quarter ended April 5, 2026, with net sales of $118.6 million, up from $103.6 million a year earlier. Net earnings fell to $6.6 million, or $0.93 per share, from $7.6 million, or $1.07 per share, as the Housewares/Small Appliance segment posted a sizable loss tied to startup issues at a new warehouse and the Safety segment reported a loss. Higher sales in the Defense segment did not offset lower profit for shareholders.
Net sales were $118.6 million versus $103.6 million in the first quarter of 2025.
Net earnings were $6.6 million, or $0.93 per share, versus $7.6 million, or $1.07 per share.
Defense segment sales rose $18.6 million, or 23%, on increased shipments from backlog.
Housewares/Small Appliance sales fell $3.4 million, or 15.6%, due to warehouse startup problems and tariff-driven price increases; the Safety segment also reported a loss.
Schrödinger reported first quarter 2026 results with total revenue of $58.6 million, down 2% from a year earlier, and a net loss of $60.0 million compared with $59.8 million. Annual contract value (ACV) grew 12% to $28.4 million, while the company kept its full-year 2026 guidance unchanged, including ACV of $218 million to $228 million.
Total revenue was $58.6 million, down 2%. Software revenue fell 21% to $35.6 million as the company accelerates its shift to hosted licensing, while drug discovery revenue rose to $22.9 million from $10.2 million.
ACV was $28.4 million, up 12%, and $201 million on a trailing four-quarter basis.
Full-year 2026 guidance was maintained: ACV of $218 million to $228 million and drug discovery revenue of $55 million to $65 million.
Cash, cash equivalents, restricted cash and marketable securities totaled $406 million at March 31, 2026.
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
BJ's Restaurants reported fiscal first quarter 2026 revenue of $358.1 million, up 2.9% from a year earlier, with comparable restaurant sales up 2.4%. Net income fell to $9.0 million from $13.5 million, diluted EPS was $0.41 versus $0.58, and adjusted diluted EPS was $0.57 versus $0.59. The company reiterated its fiscal 2026 outlook, so shareholders have no change to the full-year targets it set earlier.
Total revenues rose 2.9% to $358.1 million; comparable restaurant sales rose 2.4%, led by a 2.2% increase in guest traffic.
Diluted EPS was $0.41 versus $0.58 a year earlier; adjusted diluted EPS was $0.57 versus $0.59.
Adjusted EBITDA was $37.7 million, up 6.8% from $35.4 million.
Reiterated fiscal 2026 outlook includes comparable restaurant sales growth of 1% to 3% and adjusted EBITDA of $140 million to $150 million.
Skyworks reported fiscal second-quarter 2026 revenue of $944 million, down from $953.2 million a year earlier, with GAAP diluted EPS of $0.24 versus $0.43 and non-GAAP diluted EPS of $1.15 versus $1.24. The company said results exceeded the high end of its revenue and non-GAAP EPS guidance, and it guided June-quarter revenue to $900 million to $950 million, with non-GAAP EPS of $1.03 at the midpoint. The board also declared a $0.71 per share dividend.
Q2 revenue of $943.7 million versus $953.2 million in the year-earlier quarter; GAAP operating income $42.1 million versus $97.3 million
GAAP diluted EPS $0.24 versus $0.43; non-GAAP diluted EPS $1.15 versus $1.24
June-quarter guidance: revenue of $900 million to $950 million and non-GAAP diluted EPS of $1.03 at the revenue midpoint
Cash dividend of $0.71 per share, payable June 16, 2026, to holders of record on May 26, 2026
Cytokinetics reported first quarter 2026 results, with total revenues of $19.4 million versus $1.6 million a year earlier, including $4.8 million of MYQORZO net product revenue from its initial partial quarter of U.S. sales. The net loss widened to $206.0 million, or $(1.67) per share, from $161.4 million, or $(1.36) per share, as selling, general and administrative expenses rose to $104.9 million, and the company maintained its full year 2026 guidance.
MYQORZO net product revenue was $4.8 million, covering about 9 weeks of U.S. sales in the first quarter.
Revenue included an $11.9 million milestone tied to the first U.S. sale of MYQORZO under the Bayer license agreement.
SG&A expenses were $104.9 million versus $57.4 million a year earlier, mainly due to external costs of the MYQORZO commercial launch.
Cash, cash equivalents and investments were approximately $1.1 billion at March 31, 2026, down from $1.2 billion at December 31, 2025; full year 2026 combined GAAP R&D and SG&A guidance of $830 million to $870 million was maintained.
TransMedics reported first quarter 2026 revenue of $173.9 million, up 21% from a year earlier, but net income fell to $7.3 million, or $0.20 per diluted share, from $25.7 million, or $0.70 per share, in the first quarter of 2025. The company reiterated its full year 2026 revenue guidance of $727 million to $757 million, which it said represents 20% to 25% growth.
Revenue of $173.9 million for the quarter ended March 31, 2026, up 21% from $143.5 million a year earlier
Net income of $7.3 million, or $0.20 per diluted share, versus $25.7 million, or $0.70, in the prior-year quarter; gross margin was 58% compared with 61%
Adjusted net income of $10.9 million, or $0.30 per diluted share, a non-GAAP measure; cash was $461.7 million as of March 31, 2026
Full year 2026 revenue guidance of $727 million to $757 million was reiterated, not changed
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.
Knife River reported first quarter 2026 revenue of $410.1 million, up 16% from $353.5 million a year earlier, and its adjusted EBITDA loss narrowed to $31.8 million from $38.0 million. Its GAAP net loss widened to $79.2 million, or $1.40 per share, from $68.7 million, or $1.21 per share, a year earlier. The company expects full-year 2026 revenue of $3.3 billion to $3.5 billion and adjusted EBITDA of $520 million to $560 million, excluding future acquisitions.
Revenue $410.1 million vs. $353.5 million; net loss $79.2 million ($1.40 per share) vs. $68.7 million ($1.21 per share)
Adjusted EBITDA loss of $31.8 million vs. $38.0 million a year earlier; Mountain segment EBITDA loss narrowed to $8.2 million from $16.3 million
Three acquisitions completed in the quarter, including Morgan Asphalt in Utah; $174.2 million spent on acquisitions
2026 guidance: revenue $3.3 billion to $3.5 billion; adjusted EBITDA $520 million to $560 million
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.
Westlake reported a first-quarter 2026 net loss of $169 million, or $1.31 per share, on net sales of $2.7 billion, compared with a $40 million loss a year earlier. Excluding $85 million of identified items, including a $67 million litigation settlement, the loss was $100 million, or $0.77 per share, versus $0.26 a year earlier, and EBITDA excluding those items was $235 million, down from $295 million. Management said it expects higher PEM margins through at least summer 2026 and remains on track for a $600 million 2026 EBITDA uplift from its profitability plan.
Net sales were $2.7 billion, down from $2.8 billion in the first quarter of 2025 but up from $2.5 billion in the fourth quarter of 2025.
Net loss excluding identified items was $100 million, or $0.77 per share, compared with $131 million, or $1.02 per share, in the fourth quarter of 2025.
Operating cash flow was negative $94 million, and free cash flow was negative $303 million for the quarter.
Management said it expects a meaningful benefit to PEM margins through at least the summer of 2026, and reiterated its $600 million 2026 EBITDA uplift target.
HII reported first quarter 2026 revenue of $3.1 billion, up 13.4% from a year earlier, while net earnings of $149 million and diluted EPS of $3.79 were unchanged. Operating income fell 3.7% to $155 million, and the company reaffirmed its previously issued FY26 financial guidance. Shareholders get higher sales but flat profit, with the full-year outlook unchanged.
Revenue of $3.1 billion, up 13.4% from the first quarter of 2025
Net earnings of $149 million and diluted EPS of $3.79, both flat year over year
Operating income of $155 million, down from $161 million; operating margin 5.0% versus 5.9%
Company reaffirmed FY26 guidance, including FY26 free cash flow of $500 million to $600 million
AdaptHealth reported first-quarter 2026 net revenue of $819.8 million, up 5.4%, and raised its full-year 2026 net revenue guidance by $10 million. Net loss attributable to the company widened to $16.0 million from $7.2 million, and Adjusted EBITDA fell 5.3% to $121.2 million, so revenue gains came with lower profitability. The company also replaced its Chief Operating Officer.
Q1 2026 net revenue $819.8 million vs. $777.9 million; organic revenue growth 9.1%
Net loss attributable to AdaptHealth $16.0 million (diluted EPS -$0.12) vs. $7.2 million (-$0.05)
Adjusted EBITDA $121.2 million vs. $127.9 million; free cash flow negative $27.5 million
FY2026 net revenue guidance raised to $3.45 billion-$3.52 billion; Adjusted EBITDA ($680 million-$730 million) and free cash flow ($175 million-$225 million) guidance maintained
DigitalOcean reported first-quarter 2026 revenue of $258 million, up 22% year-over-year, and raised its 2026 revenue growth outlook to 26% and its 2027 outlook to over 50%. Net income attributable to common stockholders fell 59% to $16 million, and the company also amended its credit agreement on May 4, 2026 to add $112.5 million to its revolving credit facility.
Q1 2026 revenue was $258 million, up 22% year-over-year; diluted EPS was $0.15 versus $0.39 a year earlier
Net income attributable to common stockholders was $16 million, down 59% year-over-year; operating income was $37 million, down 3%
Full-year 2026 revenue guidance is $1.130 to $1.145 billion, up 25% to 27% year-over-year
Credit agreement amendment dated May 4, 2026 with Morgan Stanley Senior Funding adds a $112.5 million revolving credit increase and a $50 million letter of credit sublimit increase
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