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).
Marcus & Millichap reported first quarter 2026 total revenue of $171.5 million, up 18.2% from $145.0 million, and a net loss of $3.1 million, or $0.08 per diluted share, versus a net loss of $4.4 million, or $0.11 per share, a year earlier. The company said the results are preliminary because it has not yet filed its Form 10-Q, and it expects near-term challenges in the commercial real estate transaction market to extend through 2026.
Total revenue $171.5 million, up 18.2% from $145.0 million in Q1 2025
Net loss $3.1 million ($0.08 per diluted share) vs. $4.4 million ($0.11) in Q1 2025
Board approved an additional $70 million for share repurchases on April 30, 2026; about $90 million now available
Results are preliminary and subject to change until the Form 10-Q is filed
LifeStance Health Group reported first-quarter 2026 revenue of $403.5 million, up 21%, and net income of $14.2 million, compared with $0.7 million a year earlier. The company raised its full-year 2026 revenue, Center Margin and Adjusted EBITDA guidance, which signals higher expected earnings for shareholders.
Q1 2026 revenue was $403.5 million, up 21% from $333.0 million; Adjusted EBITDA rose 48% to $51.1 million
Net income was $14.2 million, versus $0.7 million in Q1 2025; diluted EPS was $0.04 versus $0.00
Full-year 2026 revenue guidance raised to $1.640 billion to $1.680 billion, from $1.615 billion to $1.655 billion
Full-year 2026 Adjusted EBITDA guidance raised to $200 million to $220 million, from $185 million to $205 million
Houlihan Lokey reported record revenue of $2.62 billion for the fiscal year ended March 31, 2026, up from $2.39 billion, and GAAP diluted EPS of $6.22, up from $5.82. Fourth-quarter revenue fell to $636 million from $666 million, and GAAP diluted EPS fell to $1.47 from $1.76, so shareholders see a strong full year but a weaker final quarter. The board also raised the quarterly dividend 16.7% to $0.70 per share.
Fiscal 2026 revenue was $2.62 billion versus $2.39 billion; GAAP diluted EPS was $6.22 versus $5.82.
Fourth-quarter revenue was $636 million versus $666 million; GAAP diluted EPS was $1.47 versus $1.76.
Adjusted diluted EPS was $7.56 for the fiscal year (versus $6.29) and $1.63 for the quarter (versus $1.96), per the company's non-GAAP measures.
Quarterly dividend increased 16.7% to $0.70 per share, payable June 15, 2026 to holders of record June 1, 2026.
EPAM reported first-quarter 2026 revenue of $1.400 billion, up 7.6% from a year earlier, with GAAP diluted EPS of $1.52 and non-GAAP diluted EPS of $2.86, both up about 19% year over year. The company updated its full-year 2026 outlook, now expecting GAAP diluted EPS of $8.29 to $8.59 and non-GAAP diluted EPS of $12.98 to $13.28, and cash used in operating activities was $36.4 million in the quarter.
Q1 2026 revenue was $1.400 billion, up $98.4 million or 7.6%; organic constant currency growth was 3.7%
GAAP diluted EPS was $1.52 versus $1.28 a year earlier; non-GAAP diluted EPS was $2.86 versus $2.41
Full-year 2026 revenue growth is now expected at 4.0% to 6.5%, with non-GAAP operating margin of 15% to 16% unchanged
Cash used in operating activities was $36.4 million versus $24.2 million provided a year earlier; the company spent $324 million on share repurchases
Carlyle Group reported a first-quarter 2026 net loss attributable to common stockholders of $132.2 million, or $0.37 per diluted share, compared with net income of $130.0 million, or $0.35 per diluted share, in the first quarter of 2025. Total revenues fell to $254.0 million from $973.1 million, and the company said its investment loss primarily reflected reversal of unrealized performance allocations. Distributable Earnings were $327 million versus $455 million a year earlier, and the board declared a $0.35 quarterly dividend.
GAAP net loss attributable to common stockholders was $132.2 million ($0.37 per diluted share) in Q1 2026, versus net income of $130.0 million ($0.35 per diluted share) in Q1 2025
Total revenues were $254.0 million in Q1 2026, compared with $973.1 million in Q1 2025
Distributable Earnings were $327 million in Q1 2026 versus $455 million in Q1 2025; Fee Related Earnings were $300 million, down 3% from $311 million
Quarterly dividend of $0.35 per common share, record date May 18, 2026, payable May 28, 2026
Kinetik reported a first-quarter 2026 net loss including noncontrolling interest of $5.1 million, compared with net income of $19.3 million a year earlier, on total operating revenues of $410.0 million, down from $443.3 million. Adjusted EBITDA, a non-GAAP measure, rose slightly to $251.2 million, and the company affirmed its full-year 2026 Adjusted EBITDA guidance of $950 million to $1,050 million, so shareholders see mixed headline results with unchanged outlook.
Net loss including noncontrolling interest was $5.1 million, or diluted loss of $0.07 per Class A share, versus diluted earnings of $0.05 per share in Q1 2025.
Adjusted EBITDA was $251.2 million, up from $250.0 million; Distributable Cash Flow was $180.8 million, up from $157.0 million.
Total operating revenues fell to $410.0 million from $443.3 million; Pipeline Transportation Adjusted EBITDA fell about 17% year-over-year due to the EPIC Crude divestiture.
2026 guidance affirmed: Adjusted EBITDA of $950 million to $1,050 million and capital expenditures of $450 million to $510 million; processed gas volume growth now estimated at low- to mid-single-digit percentages.
Evolution Global Acquisition Corp said its Chief Operating Officer and director, Ashley Zumwalt-Forbes, resigned effective immediately on May 5, 2026, and that the departure did not result from any disagreement with the company or its directors. On May 6, 2026, the company appointed Michael Bloom as an independent director, effective immediately, to serve on its Audit, Compensation, and Nominating and Corporate Governance Committees. For shareholders, the filing changes the company's officer and board roster but does not state a reason for the resignation beyond the absence of a disagreement.
Ashley Zumwalt-Forbes resigned as Chief Operating Officer and director on May 5, 2026, effective immediately.
The filing says the resignation was not due to a disagreement on the company's operations, policies or practices.
Michael Bloom, age 33, was appointed independent director on May 6, 2026, effective immediately.
Bloom is founder and Managing Director of Present Capital and was Head of Strategic Finance at Traba, Inc. from September 2024 to November 2025.
General Mills' board elected Dana McNabb chief operating officer and a director, both effective June 1, 2026. She will add responsibility for all operating segments and key operating functions to her current North America Retail and Pet roles, and the filing discloses her new pay package and one-time retention awards for the chief financial officer and chief digital and technology officer.
McNabb's base salary as chief operating officer is $1,000,000, with an annual cash incentive target of 150% of base salary and a target long-term annual incentive award of $4,000,000.
McNabb will receive no pay for serving on the board.
CFO Kofi A. Bruce and Chief Digital and Technology Officer Jaime Montemayor were approved for one-time restricted stock unit awards of $3,500,000 and $2,500,000, with grant dates of June 5, 2026.
McNabb has been Group President, North America Retail since January 2024 and added North America Pet in 2025.
Broadridge priced a $500 million underwritten offering of 5.750% senior notes due 2036 under an agreement dated May 4, 2026. The company plans to use the net proceeds, together with cash on hand, to repay its outstanding 3.400% senior notes due 2026, and the offering is expected to close on May 15, 2026. The filing describes a debt refinancing and does not report a change in operating results.
Offering of $500 million aggregate principal of 5.750% senior notes due 2036, priced May 4, 2026
Net proceeds plus cash on hand to repay outstanding 3.400% senior notes due 2026
Expected closing date May 15, 2026, subject to customary closing conditions
Underwriters: J.P. Morgan Securities LLC, BofA Securities, Inc., Morgan Stanley & Co. LLC and Wells Fargo Securities, LLC
Innovative Industrial Properties and eight indirect subsidiaries entered a $56.5 million secured term loan with Thorofare Asset Based Lending Reit Fund V on May 5, 2026, maturing May 5, 2029. The company said proceeds are expected to repay unsecured notes maturing at the end of May, and the loan adds secured debt backed by mortgages on eight properties and a company guaranty.
$56.5 million secured term loan matures May 5, 2029, with up to two optional 12-month extensions
Interest is one-month SOFR plus 5.00% per annum; the press release says the loan is interest only
Secured by pledged borrower interests and mortgages on eight properties; the company guarantees the borrowers' obligations
Guaranty requires minimum combined Net Worth of $120.0 million and Liquid Assets of at least $12.0 million; proceeds expected to repay unsecured notes maturing at end of May
Atmos Energy reported second-quarter fiscal 2026 results for the period ended March 31, 2026, with earnings of $5.92 per diluted share on net income of $984.9 million. The company raised its fiscal 2026 earnings per diluted share guidance to $8.40-$8.50 from $8.15-$8.35, and its board declared a $1.00 quarterly dividend.
Q2 fiscal 2026 earnings of $5.92 per diluted share on net income of $984.9 million
Fiscal 2026 EPS guidance raised to $8.40-$8.50 from $8.15-$8.35
Quarterly dividend of $1.00 per share; indicated fiscal 2026 annual dividend of $4.00, a 14.9% increase over fiscal 2025
Fiscal 2026 capital expenditure guidance expected to be approximately $4.2 billion
CF Industries reported first-quarter 2026 net earnings attributable to common stockholders of $615 million, or $3.98 per diluted share, up from $312 million, or $1.85 per diluted share, a year earlier. The results included a gain of about $170 million from a litigation settlement, which the company cited alongside tight global nitrogen supply as drivers of higher adjusted EBITDA.
Q1 2026 net sales were $1.99 billion ($1,986 million), up from $1,663 million in Q1 2025.
Q1 2026 adjusted EBITDA was $983 million, compared with $644 million in Q1 2025.
Q1 2026 results include a gain of about $170 million from a litigation settlement.
Q1 2026 gross margin was 37.6% of net sales, compared with 34.4% in Q1 2025.
Acadia Pharmaceuticals reported first quarter 2026 total revenues of $268 million, up 10% from a year earlier, led by DAYBUE sales of $101 million. Net income fell to $4 million, or $0.02 per diluted share, from $19 million, or $0.11, as selling, general and administrative expenses rose to $171 million from $126 million. The company reaffirmed its full year 2026 guidance, so shareholders see higher sales alongside lower profit.
Total revenues were $268 million, up 10% from $244 million in Q1 2025; DAYBUE net sales rose 20% to $101 million and NUPLAZID GAAP net sales rose 5% to $167 million.
Net income was $4 million, or $0.02 per diluted share, versus $19 million, or $0.11, in Q1 2025.
SG&A expense rose to $171 million from $126 million, mainly from investments to support NUPLAZID and DAYBUE growth.
2026 guidance was reaffirmed, including total revenues of $1.22 to $1.28 billion; cash, cash equivalents and investment securities totaled $851 million at March 31, 2026.
APA Corporation reported first-quarter 2026 net income attributable to common stock of $446 million, or $1.26 per diluted share, up from $347 million, or $0.96, a year earlier. Total revenues fell to $2.33 billion from $2.64 billion, and the company raised its full-year 2026 U.S. oil production outlook to 122,000 barrels per day.
Net income attributable to common stock was $446 million, or $1.26 per diluted share, versus $347 million, or $0.96, in the first quarter of 2025.
Adjusted earnings were $489 million, or $1.38 per diluted share, versus $385 million, or $1.06, a year earlier.
Total revenues were $2,327 million versus $2,636 million in the first quarter of 2025.
Free cash flow was $477 million, and APA repaid $634 million in near-term bond maturities through April 2026.
At its May 5, 2026 annual meeting, Carvana stockholders approved a five-for-one forward split of Class A and Class B common stock, along with a proportionate increase in authorized shares. Stockholders also approved the 2026 Omnibus Incentive Plan, elected Michael Maroone and Neha Parikh as Class III directors, and rejected a stockholder proposal. For shareholders, each share will be reclassified into five shares when the split takes effect.
Each share of Class A and Class B common stock becomes five shares at the Effective Time, 9:30 a.m. ET on May 7, 2026.
Class A common stock is expected to begin trading split-adjusted on the New York Stock Exchange at market open on May 8, 2026.
The 2026 Omnibus Incentive Plan was approved with 730,926,830 votes for and 89,832,196 against.
The stockholder proposal in Item 6 was not approved: 32,002,459 votes for and 788,394,436 against.
Ormat Technologies reported first-quarter 2026 results, with total revenues up 75.8% to $403.9 million and net income attributable to stockholders up 9.2% to $44.1 million. Growth was led by the Energy Storage and Product segments, partly offset by $38.0 million of one-time pre-tax expenses, and the company reiterated its 2026 full-year guidance. GAAP profit grew far more slowly than revenue, and adjusted diluted EPS of $1.30 excludes those one-time items.
Total revenues were $403.9 million versus $229.8 million a year earlier; Product segment revenue rose 458.4%, including $105.1 million recognized on the Topp 2 sale.
GAAP diluted EPS was $0.71 versus $0.66; adjusted diluted EPS was $1.30 versus $0.68, excluding $38.0 million of one-time pre-tax expenses.
2026 guidance was reiterated: total revenues of $1,110 million to $1,160 million and adjusted EBITDA of $615 million to $645 million.
The board declared a quarterly dividend of $0.12 per share, payable June 3, 2026, to holders of record on May 20, 2026.
Black Hills Corp. reported first-quarter 2026 GAAP diluted EPS of $1.73, down from $1.87 a year earlier, and adjusted EPS of $1.79, excluding $0.05 of merger-related costs. Revenue fell to $780.7 million from $805.2 million, with unfavorable weather cited as a key factor. The company reaffirmed its 2026 adjusted EPS guidance of $4.25 to $4.45, which excludes the pending NorthWestern Energy merger.
Q1 2026 GAAP net income available for common stock was $131.0 million, versus $134.3 million in Q1 2025.
Q1 2026 revenue was $780.7 million, versus $805.2 million; weather reduced results by $0.18 per share.
2026 adjusted EPS guidance of $4.25 to $4.45 was reaffirmed, assuming normal weather and excluding merger-related costs.
The NorthWestern Energy merger is expected to close in the second half of 2026.
EZCORP reported results for the quarter ended March 31, 2026, its fiscal second quarter. Net income attributable to EZCORP rose 93% to $49.1 million and diluted EPS rose 85% to $0.61, with total revenues up 46% to $446.9 million, so the headline profit and revenue measures improved. The results include the Simple Management Group (SMG) acquisition completed January 2, 2026, and the filing gives no updated financial guidance.
Total revenues rose 46% to $446.9 million; gross profit rose 46% to $260.0 million.
Diluted EPS rose 85% to $0.61; adjusted diluted EPS rose 76% to $0.58.
Pawn loans outstanding rose 33% to $349.4 million; the company added 123 stores in the quarter.
Cash and cash equivalents fell to $354.2 million from $505.2 million, mainly from retiring $134.2 million of SMG debt and acquisition spending.
Watts Water Technologies reported first quarter 2026 net sales of $677.3 million, up 21% on a reported basis and 12% organically, with diluted EPS of $2.97 versus $2.21 a year earlier. The company also raised its quarterly dividend 21% to $0.63 per share starting in June 2026 and maintained its full-year 2026 outlook, though free cash flow fell to $6.6 million from $45.6 million.
Net sales $677.3 million, up 21% reported and 12% organic; operating margin 19.6%, up 390 basis points
Diluted EPS $2.97 vs. $2.21 a year earlier; adjusted diluted EPS $3.04 vs. $2.37
Quarterly dividend raised from $0.52 to $0.63 per share, beginning June 2026
Full-year 2026 outlook maintained: reported sales growth of 8% to 12%; free cash flow was $6.6 million vs. $45.6 million a year earlier
CF Industries reported first quarter 2026 net earnings attributable to common stockholders of $615 million, or $3.98 per diluted share, compared with $312 million, or $1.85 per share, a year earlier. Net sales rose to $1.99 billion from $1.66 billion, and adjusted EBITDA rose to $983 million from $644 million; the company said higher average selling prices, tied to tight global nitrogen supply and the conflict with Iran, drove the gains. Results include a gain of approximately $170 million from a litigation settlement, and the Yazoo City Complex outage continues.
Net earnings of $615 million, or $3.98 per diluted share, versus $312 million, or $1.85, in Q1 2025
Net sales of $1.99 billion versus $1.66 billion; sales volumes were lower, while average selling prices rose for all segments
Q1 results include an approximately $170 million gain from a litigation settlement; the company expects 2026 ammonia production of about 9.5 million tons due to the Yazoo City outage
Board declared a $0.50 per share quarterly dividend on April 28, 2026, payable May 29, 2026 to holders of record as of May 15, 2026
LTC Properties reported first quarter 2026 results, with total revenues of $95.4 million, up from $49.0 million a year earlier, and diluted earnings per share of $0.48 versus $0.45. The company reaffirmed its full year 2026 guidance, including diluted earnings per share of $1.80 to $1.84 and diluted Core FFO per share of $2.75 to $2.79.
Total revenues $95.4 million in Q1 2026 vs. $49.0 million in Q1 2025; resident fees and services from the SHOP segment were $49.6 million.
Diluted earnings per share $0.48 vs. $0.45; diluted Core FFO per share $0.69 vs. $0.65.
Full year 2026 guidance reaffirmed: diluted EPS $1.80 to $1.84; diluted Core FFO per share $2.75 to $2.79.
Conference call scheduled for May 7, 2026 at 8:00 a.m. Pacific / 11:00 a.m. Eastern.
Octave Specialty Group reported first-quarter 2026 results, with total revenue from continuing operations rising 66% to $104 million, driven by its Insurance Distribution segment and the October 2025 ArmadaCare acquisition. The net loss attributable to shareholders narrowed to $6.9 million, or $0.13 per diluted share, from $46.4 million, or $1.21 per share, a year earlier, though the Specialty P&C Insurance segment posted a loss tied to a litigation settlement.
Total revenues from continuing operations were $104 million, up 66% from $63 million; organic revenue growth in Insurance Distribution was 42%.
Net loss attributable to shareholders was $6.9 million, or $0.13 per diluted share, compared with $46.4 million, or $1.21 per share, in Q1 2025.
Specialty P&C Insurance segment net loss was $7.7 million, driven primarily by $2.1 million of losses and $5.8 million of LAE from settling a potential litigation matter.
Adjusted EBITDA to shareholders was $20.1 million, compared with a loss of $1.3 million in Q1 2025; the company will discuss results on a May 7, 2026 call.
Coeur Mining reported first quarter 2026 results for the period ended March 31, 2026, with revenue of $856 million and GAAP net income from continuing operations of $247 million, or $0.35 per share, up sharply from the prior quarter and prior year. The company said its full-year 2026 guidance ranges were reaffirmed and that the New Gold transaction closed on March 20, 2026, adding New Afton and Rainy River to its portfolio.
Revenue was $856 million, compared with $675 million in the fourth quarter of 2025 and $360 million in the first quarter of 2025.
GAAP net income from continuing operations was $247 million, or $0.35 per share; adjusted EBITDA was a record $475 million.
Cash and cash equivalents were $843 million at quarter-end; a $750 million share repurchase program and a first dividend of $0.02 per share were announced on March 23, 2026.
Full-year 2026 production and cost guidance ranges were reaffirmed.
Montauk Renewables reported first quarter 2026 revenue of $46.4 million, up 9.0% from $42.6 million a year earlier, and net income of $5 thousand compared with a net loss of $0.5 million. It also lowered its 2026 REG revenue outlook to $33 million to $37 million, tied to the timing of revenue from its Montauk Ag Renewables facility, while leaving its RNG revenue and production outlooks unchanged.
Q1 2026 revenue $46.4 million, up 9.0% from $42.6 million; operating loss of $1.6 million versus operating income of $0.4 million a year earlier
Adjusted EBITDA $10.8 million, up 22.8% year over year; net income $5 thousand versus a net loss of $0.5 million
2026 REG revenue outlook reduced to $33 million to $37 million; RNG revenue outlook of $175 million to $190 million unchanged
Conference call scheduled for May 7, 2026 at 8:30 a.m. Eastern time
Solaris Energy Infrastructure's subsidiary agreed on May 5, 2026 to sell $1.3 billion of 6.375% senior notes due May 15, 2031 in a private offering, with closing expected May 12, 2026. The company said net proceeds of about $1,279.3 million will repay certain borrowings, pay fees and expenses, and fund general corporate purposes, including growth capital expenditures. Because some underwriters are lenders under the company's bridge term loan and will receive part of the proceeds, the deal also reduces that bridge debt.
Issue size: $1.3 billion aggregate principal, issued at par, maturing May 15, 2031
Net proceeds of approximately $1,279.3 million after the initial purchasers' discount and estimated expenses
Expected closing on May 12, 2026, subject to customary conditions
Goldman Sachs & Co. LLC is representative of the initial purchasers, some of which are bridge term loan lenders
Excelerate Energy reported first quarter 2026 revenue of $433.4 million, up from $315.1 million a year earlier, but diluted EPS fell to $0.37 from $0.46 and net income slipped to $50.0 million from $52.1 million. The company revised its full-year 2026 Adjusted EBITDA guidance to $480 million to $510 million because the Iraq LNG import terminal startup is now expected in 2027 rather than the third quarter of 2026, which shareholders will weigh against the company's new Jordan deployment.
Q1 2026 revenue $433.4 million versus $315.1 million in Q1 2025; Adjusted EBITDA $122.2 million versus $100.4 million
Diluted EPS $0.37 versus $0.46 a year earlier; net income $50.0 million versus $52.1 million
2026 Adjusted EBITDA guidance now $480 million to $510 million; committed growth capital $270 million to $300 million
Quarterly dividend of $0.08 per share payable June 4, 2026; FSRU Excelerate Acadia to deploy to Jordan under a nine-month charter
Phibro Animal Health reported results for the quarter ended March 31, 2026, with net sales of $383.5 million, up 10%, and net income of $24.0 million, up 15%. The company raised the lower end of several fiscal 2026 guidance ranges, resulting in higher midpoints, and guides to net sales of $1.46 billion to $1.50 billion and adjusted EBITDA of $247 million to $255 million. For shareholders, the filing shows higher sales and profit and a higher outlook for the fiscal year ending June 30, 2026, though Performance Products sales fell 17%.
Quarterly net sales of $383.5 million, up $35.7 million or 10%; Animal Health sales rose 13% to $291.2 million
Net income of $24.0 million, up 15%; diluted EPS of $0.59 versus $0.51 a year earlier
Fiscal 2026 guidance: net sales of $1.46 billion to $1.50 billion, adjusted EBITDA of $247 million to $255 million, and diluted EPS of $2.25 to $2.44
Revolving credit facility increased by $125 million to $435 million on April 28, 2026
American States Water reported first quarter 2026 GAAP diluted earnings of $0.76 per share, up from $0.70 a year earlier, and revenue of $169.2 million, up from $148.0 million. The company attributed the gain mainly to new California Public Utilities Commission rate increases and higher construction activity at its contracted services segment, and its board approved a second quarter dividend of $0.5040 per share.
Total operating revenues were $169.2 million, compared with $148.0 million in the first quarter of 2025.
Net income was $29.9 million, compared with $26.8 million a year earlier.
Water segment diluted EPS was $0.55, up from $0.52; contracted services EPS was $0.15, up from $0.13.
The board approved a $0.5040 per share dividend, payable June 2, 2026 to shareholders of record on May 18, 2026.
Host Hotels & Resorts reported first-quarter 2026 revenue of $1.6 billion, up 3.2%, and diluted earnings of $0.72 per share, up from $0.35. Net income more than doubled mainly because of a gain on asset sales, and the company raised its 2026 comparable hotel RevPAR growth guidance to 3.0% to 4.5%. It also declared a $0.92 per share second-quarter dividend, including a $0.72 special dividend tied to the Four Seasons sales.
Revenues were $1.6 billion ($1,645 million), up 3.2% from the first quarter of 2025.
Diluted earnings per share were $0.72, compared with $0.35; net income was $501 million, up 99.6%, primarily due to a gain on sale of assets.
2026 comparable hotel RevPAR guidance was raised to 3.0% to 4.5%; diluted earnings per share guidance is $1.30 to $1.37.
Second-quarter dividend is $0.92 per share ($0.20 regular plus $0.72 special), payable July 15, 2026 to holders of record on June 30, 2026.
DiaMedica reported a first-quarter 2026 net loss of $10.0 million, up from $7.7 million a year earlier, as research and development spending rose on its ReMEDy2 stroke trial and preeclampsia program. Cash and short-term investments fell to $51.3 million from $59.9 million at December 31, 2025, and the company says that balance will fund planned studies through 2027, which matters to shareholders because the company reports no revenue and depends on outside funding.
Net loss was $10.0 million for the quarter ended March 31, 2026, compared with $7.7 million a year earlier.
Research and development expenses rose to $8.0 million from $5.7 million, driven mainly by the ReMEDy2 trial and related expansion.
Cash and short-term investments were $51.3 million at March 31, 2026, versus $59.9 million at December 31, 2025, and are expected to last through 2027.
Net loss per share was $0.19, compared with $0.18 a year earlier, on 53,793,490 weighted average shares.
Chesapeake Utilities reported first quarter 2026 net income of $59.3 million, or $2.47 per diluted share, up from $50.9 million, or $2.21 per share, a year earlier. The company reaffirmed its 2026 capital spending guidance, its 2024-2028 capital guidance and its 2028 EPS guidance range of $7.75 to $8.00. Shareholders also learned that CFO Beth Cooper is retiring and Jeff Sylvester will become CFO on July 1, 2026.
Net income $59.3 million ($2.47 per diluted share) vs. $50.9 million ($2.21) in Q1 2025, an EPS growth rate of 11.8 percent
Adjusted gross margin rose $23.8 million to $206.2 million, a 13.0 percent increase, driven mainly by regulatory initiatives, infrastructure programs and transmission expansions
Capital investment of $121.9 million in Q1 2026; 2026 capital guidance of $450 million to $500 million reaffirmed
Jeff Sylvester, current COO, to succeed Beth Cooper as CFO on July 1, 2026
Ingevity reported first-quarter 2026 net sales of $258.0 million, up 4% from the prior year, while net income from continuing operations fell to $23.4 million, or $0.65 per diluted share, from $29.1 million and $0.79. The results include a $16.2 million litigation charge tied to legal fees payable to BASF, and the company reaffirmed its full-year 2026 guidance, adjusted for the Road Markings divestiture.
Net sales were $258.0 million, up 4% from $247.9 million, driven mainly by pricing actions and favorable foreign exchange.
Diluted EPS from continuing operations was $0.65 versus $0.79; the period included a $16.2 million litigation charge.
Adjusted diluted EPS was $1.15 versus $1.01, and adjusted EBITDA was $91.5 million, flat year over year.
Full-year 2026 outlook: net sales of $1.05 billion to $1.15 billion, adjusted EBITDA of $370 million to $395 million, and adjusted EPS of $4.70 to $5.20.
Victory Capital reported results for the quarter ended March 31, 2026, with revenue of $388.0 million and GAAP diluted earnings per share of $1.33, up from $219.6 million and $0.96 a year earlier. Ending assets under management fell to $309.8 billion from $313.8 billion at December 31, 2025, and the board approved a regular quarterly dividend of $0.50 per share.
Revenue of $388.0 million rose 76.7% from $219.6 million a year earlier and 3.7% from $374.1 million in the fourth quarter of 2025.
GAAP net income was $112.1 million, or $1.33 per diluted share, versus $0.96 a year earlier; GAAP operating margin was 41.0%, down from 42.3%.
Ending AUM was $309.8 billion at March 31, 2026, down from $313.8 billion at December 31, 2025; long-term net outflows were $457 million.
The board approved a regular quarterly cash dividend of $0.50 per share, payable June 25, 2026, to shareholders of record on June 10, 2026.
Murphy Oil reported first-quarter 2026 net income attributable to Murphy of $53.0 million, or $0.37 per diluted share, down from $73.0 million, or $0.50, a year earlier, while total revenues rose to $733.6 million from $665.7 million. Production of 174,236 BOEPD exceeded the high end of the company's quarterly guidance, and full-year 2026 production guidance is 167,000 to 175,000 BOEPD, but higher exploration and depreciation costs weighed on profit.
Adjusted net income from continuing operations was $46.5 million ($0.32 per diluted share), versus $80.7 million ($0.56) a year earlier.
Exploration expenses rose to $82.8 million from $14.5 million, and depreciation, depletion and amortization rose to $254.4 million from $194.2 million.
Second-quarter 2026 production guidance is 161,000 to 169,000 BOEPD; full-year 2026 capital expenditures guidance is $1.2 billion to $1.3 billion.
Paid $50 million in dividends during the quarter; no shares were repurchased, leaving $550 million under the buyback authorization.
Cognex reported first-quarter 2026 revenue of $268 million, up 24% from a year earlier, and operating income of $60 million, up 131%. The company also issued second-quarter 2026 revenue guidance of $280 million to $300 million and declared a quarterly dividend of $0.085 per share, payable June 4, 2026. For shareholders, reported profit and revenue both increased, and the company expects Q2 revenue above the $249 million reported in Q2 2025.
Revenue was $268 million versus $216 million a year earlier, up 24% (21% on a constant-currency basis).
GAAP net income per diluted share was $0.31 versus $0.14; adjusted diluted EPS was $0.34 versus $0.16.
Q2 2026 guidance: revenue of $280 million to $300 million and adjusted diluted EPS of $0.40 to $0.44.
Cognex repurchased $99 million of common stock in Q1; dividend of $0.085 per share has a record date of May 21, 2026.
At the May 5, 2026 annual meeting, RenaissanceRe shareholders approved a 2026 Long-Term Incentive Plan that replaces the 2016 plan, authorizing 1,250,000 shares plus shares remaining under the prior plan. Shareholders also re-elected four Class I directors, approved the advisory vote on executive pay, and approved PricewaterhouseCoopers Ltd. as auditor for 2026. The filing reports completed votes and a plan that changes share authorization for future equity awards.
2026 Long-Term Incentive Plan approved: 28,846,544 votes for, 9,490,927 against, 89,954 abstentions
Plan authorizes 1,250,000 common shares plus remaining prior-plan shares; share limit reduces as awards are granted
All four Class I director nominees elected to serve until the 2029 annual meeting; James L. Gibbons received 34,398,054 votes for
Quorum of 40,162,748 shares (93.06% of 43,153,808 eligible shares) present at the May 5, 2026 meeting
MetLife reported first-quarter 2026 results that improved on the prior-year quarter, with net income up 30% to $1.1 billion and adjusted earnings up 18% to $1.6 billion. Adjusted premiums, fees and other revenues excluding pension risk transfers rose 10% to $13.3 billion, and the company returned over $1.1 billion to shareholders through buybacks and dividends.
Net income was $1.1 billion, or $1.74 per share, up 30% (36% per share); adjusted earnings per share rose 23% to $2.42.
Premiums, fees and other revenues rose 5% to $14.3 billion; excluding pension risk transfers, they rose 10% to $13.3 billion.
Variable investment income rose 58% to $518 million, driven by higher private equity returns.
Holding company cash and liquid assets totaled $3.9 billion at March 31, 2026, at the top of the target range.
MKS Inc. reported first quarter 2026 revenue of $1,078 million, up from $936 million a year earlier, with GAAP net income of $84 million ($1.18 per diluted share) versus $52 million ($0.77) a year earlier. The company guided second quarter revenue to $1,200 million plus or minus $40 million and Non-GAAP net earnings per diluted share to $2.90 plus or minus $0.30, which together point to continued growth in the headline measures.
Q1 2026 revenue was $1,078 million, up from $936 million in Q1 2025 and $1,033 million in Q4 2025.
Q1 2026 Non-GAAP net earnings per diluted share were $2.30, compared with $1.71 in Q1 2025.
Free cash flow was $29 million in Q1 2026, down from $123 million in Q1 2025.
Q2 2026 guidance: revenue of $1,200 million, plus or minus $40 million, and Adjusted EBITDA of $328 million, plus or minus $26 million.
Flowserve entered into an underwriting agreement on May 5, 2026 for a $500 million offering of 5.700% Senior Notes due 2036, expected to close May 12, 2026. The company intends to use the proceeds mainly to fund the purchase price of the Trillium Flow Technologies Valves Division acquisition. If that deal is not completed by February 4, 2027 or is terminated, the notes would be redeemed at 101% of principal plus accrued interest.
$500 million aggregate principal of 5.700% Senior Notes due 2036 offered under an underwriting agreement dated May 5, 2026
Expected closing date is May 12, 2026, subject to customary closing conditions
Proceeds intended to fund the Trillium Flow Acquisition; redemption at 101% of principal if the deal is not completed by February 4, 2027 or is terminated
Certain underwriters or affiliates are lenders under the company's Revolving Facility
U.S. Physical Therapy reported first-quarter 2026 net revenue of $198.3 million, up 7.9% from a year earlier, but net income attributable to shareholders fell to $5.0 million and the company posted a loss of $0.12 per share, compared with earnings of $0.80 per share in the prior-year quarter. Management reaffirmed full-year 2026 adjusted EBITDA guidance of $102.0 million to $106.0 million and declared a quarterly dividend of $0.46 per share.
Net revenue was $198.3 million, up 7.9% from $183.8 million in Q1 2025.
Net income attributable to USPH shareholders was $5.0 million, versus $9.9 million; the filing cites a $2.0 million loss on the change in fair value of contingent earn-out consideration.
Full-year 2026 adjusted EBITDA guidance of $102.0 million to $106.0 million was reaffirmed.
Quarterly dividend of $0.46 per share is payable June 12, 2026, to shareholders of record on May 22, 2026.
Helmerich & Payne reported a fiscal second-quarter net loss attributable to the company of $58.6 million, or $(0.59) per diluted share, compared with net income of $1.7 million a year earlier. Revenue fell to $932.4 million from $1,016.0 million a year earlier, and the loss included a $26.1 million asset impairment charge. CFO Kevin Vann is preparing to depart the company, a leadership change shareholders will track alongside the weaker results.
Quarterly revenue of $932.4 million, down from $1,016.0 million a year earlier and $1,017.0 million in the prior quarter
Net loss attributable to the company of $58.6 million, or $(0.59) per share, versus $0.01 per diluted share a year earlier; adjusted loss was $(0.38) per share
North America Solutions operating income of $111.3 million, with direct margin of $215.2 million; third-quarter direct margin guidance is $230 million to $240 million for that segment
CFO Kevin Vann is preparing to depart the organization; the CEO said he will work with Todd Scruggs on the company's next chapter
Horace Mann reported first-quarter 2026 net income of $41.2 million, or $1.00 per diluted share, up from $38.2 million, or $0.92, a year earlier. Core earnings, a non-GAAP measure, reached a record first-quarter $52.5 million, or $1.28 per share, and the company maintained its full-year 2026 core EPS guidance of $4.20-$4.50.
Total revenues were $429.3 million, up 3.1% from $416.4 million a year earlier.
Net income was $41.2 million ($1.00 per diluted share) versus $38.2 million ($0.92) in the prior-year quarter.
The company returned $33 million to shareholders in the first quarter, including $18 million of share repurchases.
Property & Casualty combined ratio was 83.3%, improved more than 5 points from the prior year.
Miller Industries reported first-quarter 2026 revenue of $180.9 million, down 19.8% from a year earlier, and diluted EPS of $0.05 versus $0.69. The company said acquisition-related costs from Omars reduced EPS by about $0.13, and it reaffirmed full-year 2026 revenue guidance of $850 million to $900 million, but said Middle East tensions and higher diesel prices will weigh on second-quarter revenue and profit.
Q1 2026 net income was $555 thousand, down 93.1% from $8.1 million; gross profit fell 24.3% to $25.7 million
Omars acquisition-related non-cash expenses reduced Q1 diluted EPS by approximately $0.13
2026 revenue guidance of $850 million to $900 million reaffirmed; EPS expected to be generally in line with 2025
Quarterly dividend of $0.21 per share declared, payable June 8, 2026; a 3% price increase takes effect for products invoiced after July 31, 2026
Fidelity National Financial reported first-quarter 2026 net earnings attributable to common shareholders of $243 million, or $0.90 per diluted share, up from $83 million, or $0.30 per share, a year earlier. Adjusted net earnings were $249 million, or $0.93 per share, compared with $213 million, or $0.78 per share, and total revenue rose to $3.2 billion from $2.7 billion, so the headline measures improved for shareholders.
Total revenue was $3,226 million for the quarter, compared with $2,729 million a year earlier.
Adjusted net earnings were $249 million, or $0.93 per share, versus $213 million, or $0.78 per share, in the first quarter of 2025.
Title Segment adjusted pre-tax margin was 13.1%, compared with 11.7% a year earlier.
FNF returned about $222 million to shareholders in the quarter, including $140 million in common stock dividends and $82 million in share repurchases.
Brighthouse Financial reported a first-quarter 2026 net loss available to shareholders of $792 million, or $13.82 per diluted share, compared with a loss of $294 million, or $5.04 per share, a year earlier. Adjusted earnings rose slightly to $239 million, or $4.15 per diluted share, from $235 million, or $4.01 per share, a year earlier. The company is being acquired by an affiliate of Aquarian Capital for $70.00 per share in cash, and the deal is expected to close in 2026.
GAAP net loss available to shareholders was $792 million, or $13.82 per diluted share, versus a $294 million loss in Q1 2025
Adjusted earnings were $239 million, or $4.15 per diluted share, versus $235 million, or $4.01 per share, in Q1 2025
Book value was $67.27 per common share as of March 31, 2026; annuity sales were $2.2 billion
Pending Aquarian Capital merger at $70.00 per share in cash, approved by stockholders February 12, 2026, expected to close in 2026
F&G Annuities & Life reported first-quarter 2026 net earnings attributable to common shareholders of $244 million, or $1.78 per diluted share, compared with a net loss of $25 million, or $0.20 per share, in the first quarter of 2025. Adjusted net earnings, a non-GAAP measure, rose to $110 million, or $0.82 per share, from $91 million, or $0.72 per share, and the Board authorized a new $100 million share repurchase program.
Adjusted net earnings were $110 million, or $0.82 per share, versus $91 million, or $0.72 per share, a year earlier.
GAAP net earnings included $147 million of net favorable mark-to-market effects, which are excluded from adjusted net earnings.
AUM before reinsurance reached $74.5 billion as of March 31, 2026, up 11% from the first quarter of 2025.
On March 13, 2026, the Board authorized a three-year repurchase program of up to $100 million; no shares had been repurchased under it as of March 31, 2026.
HCI Group reported first-quarter 2026 results for the three months ended March 31, 2026. Pre-tax income rose to $115 million from $100 million, and diluted earnings per share were $5.45 compared with $5.35 a year earlier, while gross premiums earned grew to $326 million from $300 million.
Net income was $85 million, up from $74 million; net income after noncontrolling interests was $73 million, up from $70 million.
Gross premiums earned were $326 million versus $300 million, driven by a higher volume of policies in force.
Losses and loss adjustment expenses rose to $66 million from $59 million; the gross loss ratio was 20.1% versus 19.7% a year earlier.
Under a program announced March 3, 2026 for up to $80 million of buybacks through February 27, 2027, HCI repurchased $17.5 million of stock in Q1 and $37.5 million through April 30, 2026.
StoneX Group reported results for the fiscal 2026 second quarter ended March 31, 2026, calling them records for a quarter. Net operating revenues rose 70% to $829.1 million, net income rose 143% to $174.3 million, and diluted earnings per share were $2.07, up from $0.94 a year earlier, with prior-year figures adjusted for a three-for-two stock dividend. For shareholders, profit grew roughly twice as fast as net operating revenues, and management said the R.J. O'Brien integration remains on track.
Net operating revenues were $829.1 million, up 70% from $487.3 million a year earlier.
Net income was $174.3 million, up 143% from $71.7 million; return on equity was 26.5% versus 15.7%.
Diluted EPS was $2.07 versus $0.94, with figures adjusted for a three-for-two stock dividend effective March 20, 2026.
Management said the R.J. O'Brien integration is on track to be substantially completed during fiscal 2026.
Eversource reported first-quarter 2026 GAAP earnings of $606.8 million, or $1.61 per share, up from $1.50 a year earlier, after a $43.9 million after-tax charge tied to a FERC return-on-equity decision. The company also cut its 2026 non-GAAP recurring earnings guidance to $4.57 to $4.72 per share from $4.80 to $4.95, which matters to shareholders because it lowers expected earnings for the year.
Q1 2026 GAAP earnings were $606.8 million, or $1.61 per share, versus $550.8 million, or $1.50 per share, in Q1 2025
Non-GAAP recurring earnings were $1.73 per share, excluding the $0.12 per share FERC ROE refund charge
2026 non-GAAP recurring EPS guidance revised to $4.57 to $4.72 from $4.80 to $4.95, following a FERC order that cut the New England transmission base ROE from 10.57% to 9.57%
Board approved a common dividend of $0.7875 per share, payable June 30, 2026, to holders of record as of May 18, 2026
Royal Gold reported record first-quarter 2026 revenue, operating cash flow and net income, with revenue up 142.5% from the prior year period, driven by higher metal prices and newly acquired interests. The company also added a $600 million uncommitted accordion feature to its $1.4 billion revolving credit facility and authorized a $500 million share repurchase program, giving it more flexibility for acquisitions and buybacks.
Q1 2026 revenue of $469.1 million, up from $193.4 million; net income of $281.1 million ($3.30 per diluted share) versus $113.5 million
Operating cash flow of $293.6 million, up from $136.4 million in the prior year period
Board approved a $500 million share repurchase program on May 4, 2026
Accordion feature adds $600 million of uncommitted capacity, which could raise total commitments to up to $2.0 billion
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