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).
Archrock reported first-quarter 2026 revenue of $373.8 million, up from $347.2 million a year earlier, and net income of $73.8 million, or $0.41 per share, versus $0.40 in the first quarter of 2025. The company said it remains on pace to meet its full-year 2026 Adjusted EBITDA guidance of $865 million to $915 million, and it declared a quarterly dividend of $0.22 per share.
Revenue $373.8 million vs. $347.2 million in Q1 2025; Adjusted EBITDA $221.0 million vs. $197.8 million
Net income $73.8 million and EPS $0.41, vs. $70.9 million and $0.40; adjusted EPS $0.42, flat year over year
Full-year 2026 Adjusted EBITDA guidance of $865 million to $915 million; SG&A rose to $45.2 million from $37.2 million
Quarterly dividend of $0.22 per share, payable May 19, 2026 to holders of record on May 12, 2026
Standex reported fiscal third-quarter 2026 results for the quarter ended March 31, 2026, with net sales up 8.1% year over year to $224.6 million and adjusted diluted EPS up 13.5% to $2.21. GAAP diluted EPS was $5.56, which includes a $56.8 million gain on the March 6 divestiture of Federal Industries, and the company now expects fiscal 2026 revenue to grow by about $100 million, with slightly lower adjusted operating margin guided for the fourth quarter.
Q3 net sales $224.6 million, up 8.1% year over year; organic growth 6.5%
Adjusted diluted EPS $2.21 vs. $1.95 a year earlier; GAAP diluted EPS $5.56 vs. $1.81
Fiscal 2026 revenue now expected to grow by about $100 million after the Federal Industries divestiture
Fourth-quarter outlook: slightly to moderately higher revenue, slightly lower adjusted operating margin year over year
Par Pacific reported first quarter 2026 net income attributable to stockholders of $54.5 million, or $1.10 per diluted share, compared with a net loss of $30.4 million, or $0.57 per share, a year earlier. Adjusted EBITDA rose to $91.5 million from $10.1 million, and the company repurchased $28.0 million of its common stock during the quarter.
Net income attributable to stockholders of $54.5 million, or $1.10 per diluted share, versus a $(30.4) million loss, or $(0.57) per share, in Q1 2025
Adjusted net income of $38.5 million, or $0.78 per diluted share; Adjusted EBITDA of $91.5 million versus $10.1 million in Q1 2025
Refining segment operating income of $56.3 million versus a $(24.7) million loss; Hawaii renewable fuels facility began commercial operations in April 2026
Net cash used in operations was $(40.7) million, including $(184.8) million of working capital outflows; cash balance was $172.2 million at March 31, 2026
VSE Corporation reported first-quarter 2026 revenue of $324.6 million, up 26.8% from a year earlier, with GAAP net income of $29.1 million (up 108.0%) and diluted EPS of $1.04 (up 55.2%). The company raised its full-year 2026 revenue and Adjusted EBITDA margin guidance to include Precision Aviation Group, which it acquired on May 5, 2026, and says its underlying business outlook is unchanged.
Q1 2026 revenue $324.6 million, up 26.8%; GAAP net income $29.1 million, up 108.0%; diluted EPS $1.04, up 55.2%
Adjusted EBITDA $55.4 million, up 37.4%; Adjusted EBITDA margin 17.1%
PAG acquired May 5, 2026 from GenNx360 Capital Partners for $2.025 billion in cash and equity
Full-year 2026 revenue growth guidance raised to 57% to 61% from 19% to 23%, driven by PAG
Interparfums reported first-quarter 2026 net sales of $345 million, up 2% from $339 million, and diluted EPS of $1.35 versus $1.32 a year earlier. The company reaffirmed its full-year 2026 outlook of $1.48 billion in sales and EPS of $4.85, and declared a $0.80 quarterly dividend payable June 30, 2026.
Q1 2026 net sales $345 million (up 2%); net income attributable to Interparfums $43 million vs. $42 million
Gross margin 65.1% vs. 63.7%; operating income $74 million vs. $75 million, operating margin 21.5% vs. 22.2%
2026 guidance reaffirmed: $1.48 billion in sales and EPS of $4.85
Quarterly dividend of $0.80 per share payable June 30, 2026, to holders of record June 15, 2026
Corteva reported first-quarter 2026 net sales of $4.9 billion, up 11% from a year earlier, and GAAP earnings per share from continuing operations of $1.07 versus $0.97. The company reaffirmed its full-year 2026 guidance, which keeps Operating EBITDA at $4.0 billion to $4.2 billion and Operating EPS at $3.45 to $3.70, while the planned separation remains on track for the second half of 2026.
Net sales were $4.9 billion, up 11%; organic sales rose 7%.
GAAP EPS from continuing operations was $1.07, up from $0.97; Operating EPS was $1.50, up 33%.
Full-year 2026 guidance reaffirmed: Operating EBITDA $4.0 billion to $4.2 billion; Operating EPS $3.45 to $3.70.
The company plans to repurchase about $500 million of shares in the first half of 2026.
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.
LeMaitre Vascular reported preliminary first-quarter 2026 results, with net sales up 11% to $66.6 million and diluted EPS up 42% to $0.68 from a year earlier. Management said full-year 2026 guidance was increased, now projecting sales of $277 million to $283 million and EPS of $2.93 to $3.08.
Q1 2026 net sales of $66.6 million, up 11% (10% organic) versus Q1 2025; gross margin 72.7%, up 350 basis points
Q1 2026 diluted EPS of $0.68 versus $0.48 in Q1 2025; income from operations of $17.8 million, up 41%
Full-year 2026 guidance: sales of $277 million to $283 million and EPS of $2.93 to $3.08; Q2 2026 sales guidance of $70.5 million to $72.5 million
Quarterly dividend of $0.25 per share, payable June 4, 2026 to holders of record on May 21, 2026
Ameren reported first quarter 2026 net income attributable to common shareholders of $357 million, or $1.28 per diluted share, up from $289 million, or $1.07 per diluted share, a year earlier. The company reaffirmed its 2026 earnings guidance range of $5.25 to $5.45 per diluted share, which assumes normal temperatures for the last nine months of the year.
Q1 2026 diluted EPS $1.28 vs. $1.07 in Q1 2025; net income attributable to common shareholders $357 million vs. $289 million
Operating revenues $2.18 billion vs. $2.10 billion; electric revenues $1,661 million and natural gas revenues $515 million
Lower Ameren Missouri electric retail sales from warmer winter temperatures and higher interest expense partly offset infrastructure earnings
2026 guidance reaffirmed at $5.25 to $5.45 per diluted share; analyst call scheduled 9 a.m. Central on May 6, 2026
Everus reported first-quarter 2026 revenue of $1.04 billion, up 25.4%, and net income of $58.3 million, up 58.9%, with diluted EPS of $1.14 compared with 72 cents a year earlier. The company raised its 2026 revenue and EBITDA guidance, citing the first-quarter results and its SE&M Constructors acquisition, which it said closed in the second quarter.
Revenue of $1.04 billion versus $826.6 million; E&M revenue rose 28.8% and T&D revenue rose 10.5%.
Net income of $58.3 million, or $1.14 diluted EPS, versus $36.7 million, or 72 cents, a year earlier.
2026 revenue guidance raised to $4.3 billion to $4.4 billion from $4.1 billion to $4.2 billion; EBITDA guidance raised to $345 million to $360 million from $320 million to $335 million.
SE&M acquisition announced April 2 for $158 million, subject to closing adjustments; backlog was $3.68 billion as of March 31, 2026.
The Andersons reported first quarter 2026 results on May 5, 2026, with net income attributable to the company of $33 million, or $0.97 per diluted share, up from $0.3 million, or $0.01, a year earlier. Sales and merchandising revenues were $2.63 billion, slightly below $2.66 billion, while Renewables and Agribusiness both improved on higher pretax income. Cash used in operating activities widened to $394 million, and management said it remains focused on its $7.00 run-rate EPS target for exiting 2028.
Net income attributable to The Andersons was $33 million, or $0.97 per diluted share, versus $0.3 million, or $0.01, in Q1 2025.
Adjusted EPS was $1.12 versus $0.12 a year earlier; adjusted EBITDA was $91 million versus $57 million.
Renewables pretax income was $40 million; Agribusiness pretax income was $7 million versus a pretax loss of $10 million in Q1 2025.
Cash used in operating activities was $394 million versus $350 million; a webcast is set for May 6, 2026, at 8:30 a.m. ET.
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
Enact Holdings reported first-quarter 2026 GAAP net income of $168 million, or $1.18 per diluted share, up from $166 million, or $1.08, a year earlier but down from $177 million, or $1.22, in the fourth quarter of 2025. The board also raised the quarterly dividend 14% to $0.24 per share from $0.21. Per-share earnings improved year over year and the dividend rose, while new insurance written fell 11% from the prior quarter.
GAAP net income was $168 million, or $1.18 per diluted share, versus $166 million, or $1.08, in Q1 2025 and $177 million, or $1.22, in Q4 2025.
Adjusted operating income was $172 million, or $1.21 per diluted share, versus $169 million, or $1.10, in Q1 2025.
Quarterly dividend increased 14% to $0.24 per share from $0.21, payable June 18, 2026, to holders of record on May 28, 2026.
New insurance written was $13 billion, down 11% from Q4 2025 and up 30% from Q1 2025; about $93 million of shares were repurchased in the quarter.
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.
United Fire Group reported first quarter 2026 net income of $30.1 million, or $1.15 per diluted share, up from $17.7 million, or $0.67, a year earlier. Net written premium rose 12.4% to $376.9 million and the combined ratio improved 3.8 points to 95.6%, so underwriting and profit both improved for shareholders.
Net income was $30.1 million ($1.15 per diluted share) versus $17.7 million ($0.67) in Q1 2025; adjusted operating income was $30.3 million ($1.16 per diluted share).
Combined ratio improved to 95.6% from 99.4%, with catastrophe losses at 3.7% of premium versus 5.0% a year earlier.
Net written premium grew 12.4% to $376.9 million; book value per share rose $0.18 to $37.06 from December 31, 2025.
The company paid a $0.20 per share cash dividend during the quarter; an earnings call is set for 9:00 a.m. CT on May 6, 2026.
EOG Resources reported first quarter 2026 results on May 5, 2026, with net income of $1,980 million, up from $1,463 million in the first quarter of 2025. Total operating revenues rose to $6,921 million from $5,669 million, and the company also released second quarter and full year 2026 forecast and benchmark pricing information, though those forecast figures are not in the portion of the filing provided. The higher revenue and profit point to stronger first quarter results for shareholders.
Net income was $1,980 million, or $3.70 per diluted share, in Q1 2026, compared with $1,463 million, or $2.65 per diluted share, in Q1 2025.
Total operating revenues were $6,921 million, compared with $5,669 million in Q1 2025.
Operating income was $2,598 million, compared with $1,859 million in Q1 2025.
Adjusted net income, a non-GAAP measure, was $1,825 million, or $3.41 per diluted share, for Q1 2026.
Community Healthcare Trust reported first-quarter 2026 net income of about $2.5 million, or $0.07 per diluted share, up from $1.6 million, or $0.03, a year earlier. Revenue rose to $31.5 million from $30.1 million, and FFO and AFFO per diluted share rose to $0.49 and $0.56 from $0.47 and $0.55. The board also declared a $0.48 quarterly dividend payable May 22, 2026.
Net income of $2.5 million, or $0.07 per diluted share, for the quarter ended March 31, 2026, versus $1.6 million, or $0.03, a year earlier
Revenue of $31.5 million, compared with $30.1 million in the first quarter of 2025
FFO of $0.49 and AFFO of $0.56 per diluted share, versus $0.47 and $0.55 a year earlier
Quarterly dividend of $0.48 per share declared April 30, 2026, payable May 22, 2026 to holders of record May 11, 2026
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.
Voya Financial reported first-quarter 2026 net income available to common shareholders of $165 million, or $1.75 per diluted share, up from $139 million, or $1.42, a year earlier. Adjusted operating earnings rose to $214 million, or $2.26 per diluted share, from $195 million, or $2.00, and the company returned about $200 million of capital to shareholders in the quarter through buybacks and dividends.
Net income available to common shareholders was $165 million, or $1.75 per diluted share, up 23% from $139 million, or $1.42, in Q1 2025.
After-tax adjusted operating earnings were $214 million, or $2.26 per diluted share, up 13% from $195 million, or $2.00.
The company repurchased $150 million of stock and paid $44 million in common dividends in Q1, and agreed to repurchase another $150 million in Q2 2026.
Management will discuss the results on a conference call on May 6, 2026 at 10 a.m. ET.
AMD reported first quarter 2026 revenue of $10.3 billion, up 38% from a year earlier, with GAAP diluted earnings per share of $0.84 versus $0.44 and non-GAAP diluted earnings per share of $1.37 versus $0.96. The company expects second quarter 2026 revenue of about $11.2 billion, plus or minus $300 million, which it says is about 46% year-over-year growth at the midpoint, and a non-GAAP gross margin of about 56%.
Q1 2026 revenue was $10.3 billion, up 38% year over year and flat from the fourth quarter of 2025.
GAAP diluted EPS was $0.84 versus $0.44 a year earlier; non-GAAP diluted EPS was $1.37 versus $0.96.
Data Center segment revenue was $5.8 billion, up 57% year over year.
Q2 2026 revenue outlook is about $11.2 billion, plus or minus $300 million, with non-GAAP gross margin of about 56%.
JBG SMITH reported a first-quarter 2026 net loss of $18.7 million, or $0.32 per diluted share, compared with a $45.7 million loss a year earlier; the result included $21.1 million of gains on real estate sales. Core FFO attributable to common shareholders rose to $9.8 million, or $0.17 per diluted share, from $7.2 million, or $0.09, a year earlier, while Same Store NOI fell 4.8% to $54.3 million. The company also declared a $0.175 quarterly dividend.
Net loss of $18.7 million, or $0.32 per diluted share, versus $45.7 million, or $0.56, in Q1 2025
Core FFO of $9.8 million, or $0.17 per diluted share, versus $7.2 million, or $0.09, in Q1 2025
Same Store NOI decreased 4.8% to $54.3 million; net debt to annualized Adjusted EBITDA was 12.7x as of March 31, 2026
Quarterly dividend of $0.175 per common share, payable May 28, 2026 to shareholders of record as of May 14, 2026
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
Lumentum reported fiscal third-quarter 2026 results for the quarter ended March 28, 2026, with net revenue of $808.4 million, up 90.1% from a year earlier, and GAAP net income of $144.2 million, or $1.50 per diluted share, compared with a net loss of $44.1 million a year earlier. The company guided fourth-quarter net revenue to $960 million to $1.01 billion and non-GAAP diluted earnings per share to $2.85 to $3.05, which points to continued growth expectations for shareholders.
Net revenue of $808.4 million, up 90.1% year over year from $425.2 million and up 21.5% from $665.5 million in the second quarter
GAAP diluted EPS of $1.50 versus a loss of $0.64 a year earlier; non-GAAP diluted EPS of $2.37
Fourth-quarter fiscal 2026 outlook: net revenue of $960 million to $1.01 billion and non-GAAP operating margin of 35.0% to 36.0%
Cash, cash equivalents and short-term investments of $3,172.3 million at quarter end, up $2,017.0 million from the prior quarter, mainly from Series A Convertible Preferred Stock issued in March 2026
Astera Labs reported record first-quarter 2026 revenue of $308.4 million, up 14% from the prior quarter and 93% from a year earlier, with GAAP diluted earnings per share of $0.44 against $0.18 a year earlier. The company forecast second-quarter 2026 revenue of $355 million to $365 million and GAAP diluted EPS of $0.44 to $0.46, which gives shareholders a revenue outlook above the first-quarter result.
Q1 2026 revenue of $308.4 million, up 14% sequentially and 93% year-over-year
GAAP net income of $80.3 million and GAAP diluted EPS of $0.44, versus $0.18 a year earlier; net income included a tax benefit of $6.9 million
GAAP operating income of $61.8 million, down from $67.0 million in the fourth quarter of 2025 but up from $11.3 million a year earlier
Q2 2026 outlook: revenue of $355 million to $365 million and GAAP diluted EPS of $0.44 to $0.46
Supernus reported first quarter 2026 total revenues of $207.7 million, up 39% from $149.8 million a year earlier, and a net loss of $2.3 million, or $0.04 per share, compared with a net loss of $11.8 million, or $0.21 per share, in the prior-year quarter. The company reiterated its full year 2026 financial guidance.
Total revenues were $207.7 million, up 39% year over year, including a $20.0 million licensing milestone from Shionogi.
Net loss narrowed to $2.3 million ($0.04 per share) from $11.8 million ($0.21 per share) a year earlier.
Full year 2026 guidance was reiterated, with total revenues of $840 million to $870 million and GAAP operating earnings of $0 to $30 million, as of February 24, 2026.
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%.
Protagonist reported first-quarter 2026 results, with net income of $3.8 million ($0.05 per diluted share) compared with a net loss of $11.7 million ($0.19 per share) a year earlier. Revenue rose to $56.4 million from $28.3 million, mainly due to a $50.0 million milestone from Johnson & Johnson after the FDA approved ICOTYDE, so shareholders should note that the profit depends heavily on this one-time payment while R&D spending also increased.
Net income of $3.8 million, or $0.05 per diluted share, versus a net loss of $11.7 million, or $0.19 per share, in Q1 2025
License and collaboration revenue of $56.4 million, including a $50.0 million milestone from Johnson & Johnson tied to FDA approval of ICOTYDE in March 2026
R&D expense rose to $46.7 million from $35.9 million, driven mainly by the PN-881 Phase 1 study and discovery research
Cash, cash equivalents and marketable securities were $620.3 million at March 31, 2026, down from $646.0 million at December 31, 2025
Mercury General reported first-quarter 2026 net income of $190.4 million, or $3.44 per diluted share, compared with a net loss of $108.3 million, or $1.96 per share, a year earlier. Lower catastrophe losses and a combined ratio of 89.3% versus 119.2% drove the improvement, and the board declared a quarterly dividend of $0.3175 per share.
Net income of $190.4 million ($3.44 per diluted share) versus a net loss of $108.3 million ($1.96 per share) in Q1 2025
Operating income of $194.0 million ($3.50 per diluted share) versus an operating loss of $126.8 million in Q1 2025
Catastrophe losses net of reinsurance fell to $93 million from $447 million; net premiums earned rose 13.2% to $1.45 billion
Quarterly dividend of $0.3175 per share, payable June 25, 2026 to holders of record on June 11, 2026
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.
Talen Energy reported first quarter 2026 GAAP net income of $63 million, compared with a net loss of $135 million a year earlier, and Adjusted EBITDA of $473 million, up from $200 million. The company reaffirmed its 2026 Adjusted EBITDA and Adjusted Free Cash Flow guidance, which excludes the pending Cornerstone Acquisition, and said it raised $4 billion in April to finance that deal.
GAAP net income was $63 million in the first quarter of 2026, versus a net loss of $135 million in the first quarter of 2025
Adjusted EBITDA rose to $473 million from $200 million, and Adjusted Free Cash Flow rose to $350 million from $87 million
2026 guidance reaffirmed: Adjusted EBITDA of $1.75 billion to $2.05 billion and Adjusted Free Cash Flow of $980 million to $1.18 billion, excluding the Cornerstone Acquisition
April 2026 financing of $4 billion funds the Cornerstone Acquisition, expected to close early in the second half of 2026, and redeems $1.2 billion of 8.625% Senior Secured Notes
Seaboard reported results for the three months ended April 4, 2026, with net earnings attributable to Seaboard of $119 million, up from $32 million a year earlier, and net sales of $2,400 million, up from $2,316 million. The company also declared a quarterly cash dividend of $2.25 per share, unchanged from the prior-year quarter, payable May 25, 2026 to holders of record on May 15, 2026.
Net earnings attributable to Seaboard: $119 million vs. $32 million for the three months ended March 29, 2025
Earnings per common share: $124.24 vs. $32.95 a year earlier
Operating income: $96 million vs. $38 million; net sales: $2,400 million vs. $2,316 million
Quarterly dividend of $2.25 per share payable May 25, 2026 to holders of record on May 15, 2026
Arista Networks reported first quarter 2026 revenue of $2.709 billion, up 35.1% from a year earlier, with GAAP diluted earnings per share of $0.80 versus $0.64 and non-GAAP diluted EPS of $0.87 versus $0.66. The company guided second quarter 2026 revenue to approximately $2.8 billion and non-GAAP diluted EPS to approximately $0.88, which points to continued growth for shareholders.
Q1 2026 revenue was $2.709 billion, up 35.1% from Q1 2025 and up 8.9% from Q4 2025.
GAAP operating margin was 42.7% versus 42.8% a year earlier; non-GAAP operating margin was 47.8%, unchanged.
Q2 2026 guidance: revenue of approximately $2.8 billion, non-GAAP operating margin of 46% to 47%, and non-GAAP diluted EPS of approximately $0.88.
Net cash provided by operating activities was $1.69 billion in Q1 2026, versus $641.7 million a year earlier.
Jazz reported first-quarter 2026 total revenues of $1,068.9 million, up 19% from $897.8 million a year earlier. GAAP net income was $293.1 million, or $4.43 per diluted share, compared with a net loss of $92.5 million, or $1.52 per share, in the first quarter of 2025, and the result includes a $122.8 million gain on sale of a priority review voucher. The company reaffirmed its full-year 2026 total revenue guidance of $4.25 billion to $4.5 billion.
Total revenues of $1,068.9 million, up 19% from $897.8 million; Xywav net product sales of $408.2 million, up 18%.
GAAP diluted EPS of $4.43 versus a loss of $1.52; non-GAAP adjusted EPS of $6.34 versus $1.68.
Zepzelca net product sales rose 60% to $101.0 million; Epidiolex/Epidyolex sales rose 15% to $249.8 million.
2026 total revenue guidance of $4,250 million to $4,500 million was reaffirmed; weighted-average shares outstanding guidance is now 66 million to 67 million, up from 65 million to 66 million.
Emerson reported fiscal second-quarter 2026 results for the quarter ended March 31, 2026, with net sales up 3% to $4,562 million and GAAP earnings per share up 28% to $1.10, while underlying sales grew only 0.5% and adjusted segment EBITA margin slipped to 27.6%. The company also updated its full-year 2026 outlook, now calling for adjusted EPS of $6.45 to $6.55, and separately said its board elected Jennifer Newstead as a director effective August 3, 2026.
Net sales $4,562 million vs $4,432 million a year earlier; underlying sales up 0.5%; underlying orders up 5%.
GAAP EPS $1.10 vs $0.86; adjusted EPS $1.54 vs $1.48; adjusted segment EBITA margin 27.6% vs 28.0%.
Operating cash flow $779 million vs $825 million; free cash flow $694 million vs $738 million.
FY2026 outlook: adjusted EPS $6.45 to $6.55, net sales growth about 4.5%, underlying sales growth about 3%; plans of about $2.2 billion in shareholder returns, including about $1 billion in buybacks.
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
Silicon Labs reported first-quarter 2026 revenue of $214 million, up 20% from a year earlier, with a GAAP net loss of $15.9 million, or $(0.48) per share, compared with a $30.5 million loss a year earlier. The company suspended forward-looking guidance because of its pending acquisition by Texas Instruments.
Revenue was $214 million, up 20% year over year; Industrial & Commercial revenue was $128 million, up 33%
GAAP operating loss narrowed to $17 million from $32 million; non-GAAP operating income was $18 million
GAAP diluted loss per share was $(0.48); non-GAAP diluted earnings per share were $0.53
Forward-looking guidance has been suspended due to the announced pending acquisition by Texas Instruments
Credit Acceptance reported first-quarter 2026 GAAP net income of $135.8 million, or $12.40 per diluted share, up from $106.3 million, or $8.66 per share, a year earlier. Adjusted net income was $117.3 million, or $10.71 per share, compared with $114.8 million, or $9.35 per share, in the first quarter of 2025. Consumer Loan unit volume fell 4.3% year over year, and the company repurchased $178.9 million of its shares during the quarter.
GAAP net income of $135.8 million, up 27.8% from $106.3 million; diluted EPS of $12.40 versus $8.66.
Adjusted net income of $117.3 million, up 2.2%; adjusted EPS of $10.71 versus $9.35.
Consumer Loan unit volume of 95,992, down 4.3%; dollar volume of $1.1 billion, down 4.0%.
Repurchased 365,258 shares for $178.9 million; liquidity of $1.3 billion as of 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.
Mercury Systems reported third-quarter fiscal 2026 results, with revenue rising 11.5% to $236 million and the GAAP net loss narrowing to $3 million from $19 million a year earlier. Record bookings of $348 million and a backlog of approximately $1.6 billion point to continued demand, though free cash flow was negative at $(2) million for the quarter.
Revenue of $236 million for the quarter ended March 27, 2026, up from $211 million a year earlier
Bookings of $348 million, a book-to-bill ratio of 1.48, and backlog of approximately $1.6 billion, up approximately $240 million year over year
GAAP net loss of $3 million, or $0.04 per share, compared with a net loss of $19 million, or $0.33 per share, a year earlier
Adjusted EBITDA of $36 million, up from $25 million, while free cash flow was $(2) million versus $24 million a year earlier
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.
MGE Energy reported first-quarter 2026 GAAP earnings of $48.5 million, or $1.32 per share, up from $41.6 million, or $1.14 per share, a year earlier. Operating revenues rose to $242.7 million from $219.0 million, and the company said electric segment earnings increased $5.5 million on growth in rate base from renewable energy projects.
Q1 2026 net income: $48.5 million, or $1.32 per share, vs. $41.6 million, or $1.14 per share, in Q1 2025
Operating revenues: $242.7 million vs. $219.0 million a year earlier
Operating income: $53.2 million vs. $52.9 million a year earlier
Electric segment earnings rose $5.5 million; gas net income was roughly flat year over year
Expeditors International reported first quarter 2026 results on May 5, 2026, with diluted EPS up 16% to $1.71 and net earnings attributable to shareholders up 13% to $230 million. Revenue rose 4% to $2.8 billion, while ocean freight revenue declined and the company warned of continued ocean market weakness and an unpredictable freight environment.
Operating income rose 11% to $295 million, and net earnings attributable to shareholders rose 13% to $230 million.
Ocean freight and ocean services revenue fell to $599 million from $782 million a year earlier, due to lower pricing and volume.
The company returned $288 million to shareholders through share repurchases and generated $309 million of cash from operations in the quarter.
Management said it expects the ocean market to remain impacted by abundant capacity and weak pricing, and expects continued robust demand for customs brokerage services.
Otter Tail Corporation reported first-quarter 2026 results, with diluted earnings per share of $1.73 compared with $1.62 a year earlier and total operating revenues of $347.0 million compared with $337.4 million. The company affirmed its 2026 diluted EPS guidance range of $5.22 to $5.62, which means shareholders see the same profit outlook as before the report.
Diluted EPS was $1.73 for the quarter ended March 31, 2026, versus $1.62 in the same period of 2025.
Net income was $72.6 million, up from $68.1 million; total operating revenues were $347.0 million, up from $337.4 million.
Plastics net income fell to $32.9 million from $43.4 million on lower sales prices, while Electric net income rose to $35.3 million from $24.7 million.
The board declared a quarterly dividend of $0.5775 per share, payable June 10, 2026 to holders of record on May 15, 2026.
PSEG reported first quarter 2026 net income of $741 million, or $1.48 per share, up from $589 million, or $1.18 per share, a year earlier. Non-GAAP operating earnings rose to $778 million, or $1.55 per share, from $718 million, or $1.43 per share, and the company maintained its 2026 non-GAAP operating earnings guidance of $4.28 to $4.40 per share.
Net income of $741 million ($1.48 per share) vs. $589 million ($1.18 per share) in Q1 2025
Non-GAAP operating earnings of $778 million ($1.55 per share) vs. $718 million ($1.43 per share)
2026 non-GAAP operating earnings guidance maintained at $4.28 to $4.40 per share
Operating revenues of $3,848 million vs. $3,222 million; PSE&G net income of $577 million vs. $546 million
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
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