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).
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
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
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.
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
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
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.
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
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
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
Matador Resources reported first-quarter 2026 production of 207,594 barrels of oil equivalent per day, above its guided range of 201,000 to 205,000, and raised its full-year 2026 oil and total production guidance while keeping its total capital spending range of $1.45 to $1.55 billion unchanged. The company also said it expects to fully repay its reserve-based lending facility later in May 2026, which it says would lift liquidity to $2.2 billion, though first-quarter natural gas prices fell 82% year over year.
Q1 2026 total production of 207,594 BOE per day, up 5% from Q1 2025, and oil production of 120,277 barrels per day
2026 oil production guidance raised to 123,000 to 125,000 barrels per day from 122,000 to 124,000; total guidance raised to 210,500 to 216,000 BOE per day
Operating expense guidance raised to $31.00 to $33.00 per BOE from $30.00 to $31.00; Q1 realized natural gas price was $0.64 per Mcf versus $3.56 a year earlier
Company expects 2026 adjusted free cash flow of $1.1 to $1.2 billion and has paid down over $350 million on its reserve-based lending facility since year-end 2025
Remitly reported first-quarter 2026 revenue of $452.8 million, up 25% from a year earlier, and net income of $49.1 million, up 332%. The company's press release says it raised its full-year 2026 outlook, now calling for revenue of $1.960 billion to $1.975 billion, which would be 20% to 21% growth.
Q1 2026 revenue was $452.8 million versus $361.6 million in Q1 2025, up 25%.
Q1 2026 net income was $49.1 million versus $11.4 million, and Adjusted EBITDA was $101.6 million versus $58.4 million.
Full-year 2026 revenue outlook is $1.960 billion to $1.975 billion; Q2 2026 revenue outlook is $483 million to $485 million.
Q1 2026 restructuring and other costs were $11.5 million, mostly non-recurring termination benefits.
Crane NXT reported first quarter 2026 net sales of $387.7 million, up 17.4% year over year, with GAAP net income down 70.5% to $6.4 million. The company raised its full year 2026 sales growth guidance to 15% to 17% to include the Antares Vision acquisition, which closed March 31, 2026, while keeping Adjusted EPS guidance at $4.10 to $4.40.
Net sales were $387.7 million, up 17.4%, with organic sales growth of 6%; the Antares Vision acquisition closed March 31, 2026 for approximately €362 million in cash.
GAAP EPS was $0.11 versus $0.38 a year earlier; Adjusted EPS was $0.60 versus $0.54.
Full year 2026 sales growth guidance was raised to +15% to +17% from +4% to +6%; Adjusted EPS guidance of $4.10 to $4.40 was maintained.
Non-operating expense guidance was raised to about $85 million from about $60 million; a quarterly dividend of $0.18 per share is payable June 10, 2026.
Albemarle reported first-quarter 2026 net sales of $1.4 billion, up 33% from a year earlier, and net income attributable to the company of $319 million, or $2.34 per diluted share, compared with a loss of $(0.00) per share in the prior-year quarter. The company raised its Specialties outlook for sales and adjusted EBITDA and maintained its enterprise outlook scenarios, citing supply chain costs in the Middle East.
Net sales of $1.4 billion, up 33%, driven by Energy Storage (price +51%, volumes +14%) and Specialties (volumes +7%, price +2%)
Net income attributable to Albemarle of $319 million; adjusted diluted EPS of $2.95 versus $(0.18) a year earlier
Adjusted EBITDA of $664 million, up 148%; the company paid down $1.3 billion of debt in March 2026
Specialties FY 2026 outlook improved; enterprise outlook scenarios maintained; capital expenditure forecast kept at $550 million to $600 million
Goodyear reported a first-quarter 2026 net loss of $249 million, or $0.86 per share, compared with net income of $115 million, or $0.40 per share, a year earlier. Net sales fell to $3.9 billion from $4.3 billion, and management cited weak consumer industry demand and higher raw material costs tied to the Middle East conflict, and said it will take further cost actions.
Net loss of $249 million, or $0.86 per share, versus net income of $115 million, or $0.40 per share, in Q1 2025
Adjusted net loss of $112 million, or $0.39 per share, versus an adjusted net loss of $11 million, or $0.04 per share, a year earlier
Segment operating income of $95 million versus $195 million, including a $46 million tariff adjustment benefit; rationalization charges were $104 million
Investor call scheduled for Thursday, May 7, 2026, at 8:30 a.m. Eastern time
EPR Properties reported first-quarter 2026 total revenue of $181.3 million, up 3.6% from a year earlier, while net income available to common shareholders fell 5.3% to $56.6 million, or $0.74 per diluted share. The company raised its 2026 FFOAA per diluted share guidance to $5.37 to $5.53 from $5.28 to $5.48, and its investment spending and disposition guidance also rose.
Total revenue $181.3 million, up 3.6%; net income available to common shareholders $56.6 million, down 5.3%
FFOAA per diluted share $1.26, up 5.9%; AFFO per diluted share $1.29, up 6.6%
2026 FFOAA per diluted share guidance raised to $5.37 to $5.53 from $5.28 to $5.48
2026 investment spending guidance raised to $500.0 million to $600.0 million from $400.0 million to $500.0 million
Birchtech Corp. said Fiona Fitzmaurice stopped serving as Chief Financial Officer on May 1, 2026, after the company gave notice, and that the decision did not stem from any disagreement. Michael Mioska, a Chartered Professional Accountant, was appointed CFO effective the same day, and the CEO and COO signed extended employment agreements that run through May 31, 2030.
Michael Mioska appointed CFO effective May 1, 2026; his compensation terms are not yet finalized and will be disclosed later.
Fiona Fitzmaurice ceased as CFO on May 1, 2026; she had served under a fractional CFO agreement dated November 1, 2023.
Richard MacPherson's employment term extended to May 31, 2030, with a $1,000,000 base salary and a $500,000 cash retention bonus.
James Trettel named Chief Operating Officer on May 1, 2026, with a $600,000 base salary and a $250,000 cash retention bonus.
Whirlpool reported first-quarter 2026 GAAP net loss available to common shareholders of $85 million, or $1.43 per diluted share, compared with a profit of $1.28 per diluted share a year earlier. Net sales fell 9.6% to $3.27 billion, and the company cited a significant U.S. industry decline and a planned dividend suspension to prioritize debt paydown.
Net sales were $3,273 million, down 9.6% from $3,621 million in Q1 2025.
Ongoing EBIT was $44 million, a 1.3% margin, versus $214 million and 5.9% a year earlier.
2026 GAAP EPS outlook is $2.45 to $2.95, and ongoing EPS outlook is $3.00 to $3.50.
The company plans a common dividend suspension and debt reduction of over $900 million in 2026.
Palomar Holdings reported first-quarter 2026 GAAP net income of $42.9 million, or $1.57 per diluted share, flat from a year earlier, and adjusted net income of $63.1 million, or $2.31 per diluted share, up 23.1%. Gross written premiums rose 42.4% to $629.8 million, but the combined ratio worsened to 84.5% from 73.1% and underwriting income fell 8.0%. The board also approved a new $200 million share repurchase program running through May 6, 2028, replacing the prior program.
GAAP net income $42.9 million and $1.57 diluted EPS, both flat versus Q1 2025; adjusted net income $63.1 million, up 23.1%
Gross written premiums up 42.4% to $629.8 million; combined ratio 84.5% versus 73.1%; underwriting income $40.5 million, down 8.0%
New repurchase authorization of up to $200 million, effective May 6, 2026, through May 6, 2028
2026 outlook: adjusted net income of $262 million to $278 million, including $8 million to $12 million of catastrophe losses
Axon reported first-quarter 2026 revenue of $807 million, up 34% year over year, and raised its full-year 2026 revenue growth outlook to 30% to 32% from 27% to 30%. Net income rose to $169 million from $88 million, but gross margin fell 150 basis points and operating cash flow was an outflow of $32 million, so shareholders face stronger growth and profit alongside weaker margins and cash flow in the quarter.
Q1 2026 revenue of $807 million, up 34% year over year; Software & Services revenue of $355 million, up 35%
Net income of $169 million, or $2.05 per diluted share, versus $88 million a year earlier; non-GAAP net income of $133 million
Full-year 2026 revenue growth outlook raised to 30% to 32% from 27% to 30%; Adjusted EBITDA margin outlook of 25.5% unchanged
Total gross margin of 59.1%, down 150 basis points year over year; operating cash outflow of $32 million
Rayonier reported a first-quarter 2026 net loss attributable to Rayonier of $12.4 million, or $0.05 per diluted share, on revenues of $276.8 million, compared with a $3.4 million loss on $82.9 million of revenue a year earlier. The results include $69.5 million of after-tax costs tied to the PotlatchDeltic merger, which closed on January 30, 2026, and a $40.3 million tax benefit from a valuation allowance release; excluding these items, the company reported non-GAAP pro forma net income of $17.4 million, or $0.07 per share.
Net loss attributable to Rayonier of $12.4 million ($0.05 per diluted share) versus a $3.4 million loss ($0.02 per share) in the prior-year quarter
Revenues of $276.8 million versus $82.9 million a year earlier, reflecting two months of PotlatchDeltic operations after the January 30, 2026 merger
Pro forma net income of $17.4 million ($0.07 per share), a non-GAAP measure, compared with a pro forma net loss of $2.7 million a year earlier
Repurchased $31.1 million of shares at an average price of $20.98; $198.4 million remains on the authorization as of March 31, 2026
Envista reported first-quarter 2026 sales of $706 million, up 14.4% from a year earlier, with GAAP diluted EPS of $0.23 versus $0.10. The company reaffirmed its full-year 2026 guidance and authorized an incremental $300 million share repurchase program running through December 31, 2029, which the filing says is in addition to the $41 million remaining under its existing program.
Sales of $706 million; core sales growth of 9.5%, with Specialty Products & Technologies at 8.4% and Equipment & Consumables at 11.5%
GAAP diluted EPS of $0.23 vs. $0.10; adjusted diluted EPS of $0.36 vs. $0.24 (+50%)
Free cash flow was negative $16 million (negative $15.7 million) vs. negative $5 million in Q1 2025
Board authorized $300 million buyback on May 5, 2026; 2026 guidance maintained, including adjusted diluted EPS of $1.35 to $1.45
H&R Block reported fiscal third-quarter 2026 revenue of $2.4 billion, up 5.3%, and net income from continuing operations of $848.8 million, up 17.4%. The company raised its fiscal 2026 outlook and plans an incremental $100 million share repurchase in the fourth quarter, though the quarter's GAAP profit includes a one-time $84.1 million tax benefit.
Third-quarter revenue was $2.4 billion, an increase of $121.0 million, or 5.3%, versus the prior year.
Net income from continuing operations rose 17.4% to $848.8 million, including a one-time non-cash tax benefit of $84.1 million ($0.65 per share) tied to an IRS examination resolution.
Adjusted diluted EPS from continuing operations rose 11.9% to $6.02; fiscal 2026 adjusted EPS outlook is now $5.10 to $5.20.
The board authorized an incremental $100 million of repurchases in the fourth quarter of fiscal 2026; about $700 million remains on the $1.5 billion program.
SM Energy reported a first-quarter 2026 net loss of $335 million, or $1.68 per diluted share, compared with net income of $182 million a year earlier, mainly due to a $697 million net derivative loss tied to a sharp rise in forward oil prices. Production revenue rose to $1.48 billion from $840 million, and the company raised its full-year 2026 production guidance to 410–430 MBoe/d while keeping capital expenditure guidance at $2.65–$2.85 billion. For shareholders, the results combine higher sales and output with a GAAP loss.
Net loss of $335 million ($1.68 per diluted share) vs. net income of $182 million ($1.59 per diluted share) in Q1 2025; adjusted net income was $1.55 per diluted share
Oil, gas, and NGL production revenue of $1.48 billion vs. $840 million a year earlier; average net daily production of 371.2 MBoe/d
Full-year 2026 production guidance raised to 410–430 MBoe/d from 400–420 MBoe/d; capital expenditure guidance reaffirmed at $2.65–$2.85 billion
Closed $950 million South Texas divestiture on April 30, 2026; $819 million of 2026 Senior Notes to be redeemed
ADMA Biologics reported first-quarter 2026 revenue of $114.5 million, essentially flat from $114.8 million a year earlier, while GAAP net income rose 68% to $45.3 million, driven mainly by a shift from BIVIGAM to ASCENIV. The company issued FY 2026 guidance of $530 million to $560 million in total revenue and withdrew its previously provided long-term guidance, citing competitive pressure in the U.S. plasma-derived therapy and immunoglobulin market.
Q1 2026 total revenue $114.5 million vs. $114.8 million in Q1 2025; BIVIGAM revenue fell 54% to $15.4 million, while ASCENIV rose 28% to $97.5 million.
Q1 2026 GAAP net income $45.3 million, up from $26.9 million; Adjusted Net Income $40.7 million, up 22%; Adjusted EBITDA $59.7 million, up 24%.
FY 2026 guidance: total revenue $530 million to $560 million; Adjusted Net Income $170 million to $200 million; Adjusted EBITDA $265 million to $300 million.
Audit Committee review following allegations of channel stuffing and undisclosed related party transactions concluded that ADMA did not engage in either, and found no evidence of illegal activity.
Fortinet reported first-quarter 2026 revenue of $1.85 billion, up 20% from a year earlier, and GAAP net income of $534.5 million, or $0.72 per diluted share, versus $0.56 a year earlier. The company raised its full-year 2026 revenue guidance to $7.710 billion to $7.870 billion, which the release describes as 15% year-over-year growth.
Q1 2026 revenue was $1.85 billion, up 20% year over year; billings rose 31% to $2.09 billion.
GAAP diluted EPS was $0.72, up from $0.56; non-GAAP diluted EPS was $0.82, up from $0.58.
Full-year 2026 revenue guidance is $7.710 billion to $7.870 billion; second-quarter revenue guidance is $1.830 billion to $1.930 billion.
The company repurchased and retired $823.0 million of common stock in the quarter.
Digi International reported record second-quarter fiscal 2026 revenue of $131 million, up 25%, with net income of $11 million, up 8%, for the quarter ended March 31, 2026. The company raised its fiscal 2026 outlook, now expecting revenue growth of 20-22% and adjusted EBITDA growth of 23-26%. Debt of $143 million and net debt of $111 million at quarter end, after the Particle acquisition, remain a balance sheet consideration for shareholders.
Revenue was $131 million, up 25%; net income was $11 million, up 8%; diluted EPS was $0.29, up 4%.
Fiscal 2026 guidance now calls for ARR growth of 25%, revenue growth of 20-22% and adjusted EBITDA growth of 23-26%.
Third-quarter revenue is estimated at $130 million to $134 million, and adjusted EBITDA at $35.5 million to $37.0 million.
Debt was $143 million and cash was $32 million at March 31, 2026, leaving net debt of $111 million after the Particle acquisition in January 2026.
Noodles & Company reported first-quarter 2026 results for the quarter ended March 31, 2026, with total revenue flat at $123.8 million, system-wide comparable restaurant sales up 9.1%, and a net loss of $3.4 million, or $0.58 per diluted share, versus a $9.1 million loss a year earlier. The company raised its fiscal 2026 revenue, restaurant contribution margin and Adjusted EBITDA guidance, and its strategic review of alternatives remains in process.
Total revenue was flat at $123.8 million; system-wide comparable restaurant sales rose 9.1%.
Net loss was $3.4 million, or $0.58 per diluted share, compared with $9.1 million, or $1.58 per share, in Q1 2025.
Adjusted EBITDA rose to $7.7 million from $2.4 million; fiscal 2026 Adjusted EBITDA guidance is $32.5 million to $37.5 million.
At March 31, 2026, cash was $1.4 million and outstanding debt was $106.8 million; the board's strategic review was announced September 3, 2025.
Kratos reported first quarter 2026 revenue of $371.0 million, up 22.6% from $302.6 million a year earlier, and GAAP net income of $11.9 million, or $0.07 per diluted share, versus $4.5 million, or $0.03, in the prior-year quarter. The company raised its fiscal 2026 guidance to revenue of $1.700 billion to $1.760 billion and adjusted EBITDA of $170.0 million to $176.0 million, including the recently closed Orbit Technologies acquisition, but reported first quarter operating income of $4.7 million, down from $6.6 million, and cash flow used in operations of $27.4 million.
Q1 2026 revenue $371.0 million, up 22.6%; organic growth 15.8%
GAAP net income $11.9 million ($0.07 per diluted share) vs. $4.5 million ($0.03) in Q1 2025
Fiscal 2026 revenue guidance raised to $1.700 billion to $1.760 billion; adjusted EBITDA guidance $170.0 million to $176.0 million
Q1 2026 operating income $4.7 million vs. $6.6 million a year earlier; cash flow used in operations $27.4 million
Encore Capital reported first quarter 2026 net income of $86.2 million, up 84% from a year earlier, on revenue of $475.4 million, up 21%. The company raised its full-year 2026 collections guidance to approximately $2.8 billion and its earnings per share guidance to $13.00, an increase of 19%, while keeping its portfolio purchase outlook unchanged at $1.4 billion to $1.5 billion.
Q1 2026 diluted EPS was $3.86, up from $1.93 in Q1 2025; net income was $86.2 million.
Q1 collections were a record $718.4 million, up 19%; U.S. MCM collections were $556 million, up 23%.
Full-year 2026 guidance: collections of approximately $2.8 billion (up 8%) and EPS of $13.00 (up 19%).
The company repurchased $20 million of its common stock in the first quarter.
Kemper reported a first-quarter 2026 net loss of $1.7 million, or $(0.03) per share, compared with net income of $99.7 million, or $1.54 per diluted share, a year earlier. Adjusted consolidated net operating income fell to $12.5 million, or $0.21 per share, from $106.4 million, mainly due to higher claim severity and frequency in California personal auto. For shareholders, the quarter shows a sharp drop in earnings, with the company citing restructuring actions it expects to improve profitability.
Net loss of $1.7 million, or $(0.03) per diluted share, versus net income of $99.7 million, or $1.54 per diluted share, in Q1 2025.
Adjusted consolidated net operating income of $12.5 million, or $0.21 per share, versus $106.4 million, or $1.65 per share, a year earlier.
Total revenues of $1,107.2 million, down from $1,193.0 million; Specialty Personal Automobile underlying loss and LAE ratio rose to 87.7% from 70.1%.
Restructuring program has identified $60 million in run-rate savings, with $50 million already actioned.
Realty Income reported first-quarter 2026 total revenue of $1,548.7 million, up from $1,380.5 million a year earlier, and net income available to common stockholders of $311.8 million, or $0.33 per share, versus $0.28 per share. The company raised its 2026 AFFO per share guidance to $4.41 to $4.44 and its investment volume guidance to $9.5 billion, but lowered its 2026 net income per share guidance to $1.60 to $1.63.
Total revenue was $1,548.7 million for the three months ended March 31, 2026, compared with $1,380.5 million a year earlier.
AFFO per share was $1.13, up 6.6% from the prior-year period; net income per share was $0.33, compared with $0.28.
2026 AFFO per share guidance was raised to $4.41 to $4.44 from $4.38 to $4.42, and investment volume guidance was raised to $9.5 billion from $8.0 billion.
2026 net income per share guidance was lowered to $1.60 to $1.63 from $1.65 to $1.69.
TKO Group Holdings reported first-quarter 2026 revenue of $1.597 billion, up 26% from a year earlier, and net income of $249.8 million, up from $165.5 million, with diluted EPS of $1.12 versus $0.69. The company reaffirmed its full-year 2026 revenue and Adjusted EBITDA targets and its board authorized up to an additional $1.0 billion of share repurchases. Operating cash flow was lifted in part by timing, including approximately $582.4 million of net pre-payments held in escrow related to FIFA World Cup 26.
Revenue of $1.597 billion, up $328.1 million (26%) from the prior year period; Adjusted EBITDA of $549.8 million, up 32%
Net income of $249.8 million vs. $165.5 million; diluted EPS of $1.12 vs. $0.69
Full-year 2026 guidance reaffirmed: revenue of $5.675 billion to $5.775 billion and Adjusted EBITDA of $2.240 billion to $2.290 billion
Board authorized up to an additional $1.0 billion of Class A share repurchases, incremental to the previously announced $2.0 billion program
Permian Resources reported first quarter 2026 oil and gas sales of $1.388 billion, up slightly from $1.376 billion a year earlier, but net income attributable to Class A shares fell to $43.6 million from $329.3 million, or $0.05 per diluted share versus $0.44. The company raised the midpoint of its 2026 oil production guidance by 3.5 thousand barrels per day to 192.5 thousand, with other guidance ranges unchanged.
Oil and gas sales were $1.388 billion versus $1.376 billion in Q1 2025.
Net loss on derivative instruments was $339.9 million, compared with a $57.7 million gain a year earlier.
Diluted earnings per Class A share were $0.05, versus $0.44 in Q1 2025.
The 2026 oil production midpoint rose to 192.5 thousand barrels per day; the second quarter base dividend is $0.16 per share, payable June 30, 2026.
Evertec reported first-quarter 2026 revenue up 8% to $247.9 million, while GAAP net income attributable to common shareholders fell 27% to $23.8 million, or $0.38 per diluted share. The company raised its full-year 2026 revenue and adjusted earnings per share outlook after completing its acquisition of Dimensa S.A. on April 30, 2026.
Revenue rose 8% to $247.9 million, or about 5% on a constant currency basis.
GAAP net income attributable to common shareholders fell 27% to $23.8 million, or $0.38 per diluted share; adjusted earnings per share rose 3% to $0.90.
2026 revenue outlook raised to $1,073 million to $1,085 million; adjusted earnings per share outlook raised to $3.86 to $3.98.
Dimensa acquisition completed April 30, 2026; $23.1 million was returned to shareholders through share repurchases and dividends in the quarter.
Castle Biosciences reported first-quarter 2026 revenue of $83.7 million, down from $88.0 million a year earlier, and raised its full-year 2026 revenue guidance to $345-355 million from $340-350 million. The net loss narrowed to $14.5 million from $25.8 million, but the prior-year period included a one-time $20.1 million amortization charge, and revenue declined year over year.
Q1 2026 revenue was $83.7 million, compared with $88.0 million in Q1 2025.
Net loss was $14.5 million, or $0.49 per share, versus a net loss of $25.8 million, or $0.90 per share, a year earlier.
2026 total revenue guidance was raised to $345-355 million from $340-350 million.
Cash, cash equivalents and marketable investment securities totaled $261.7 million as of March 31, 2026; net cash used in operations was $22.1 million.
Dutch Bros reported first-quarter 2026 results on May 6, 2026, with total revenues up 30.8% to $464.4 million and net income of $23.7 million, compared with $22.5 million a year earlier. The company raised its full-year 2026 guidance for total revenues, same shop sales growth, adjusted EBITDA and shop openings, while capital expenditure guidance was unchanged.
Total revenues grew 30.8% to $464.4 million from $355.2 million in the first quarter of 2025.
Net income was $23.7 million versus $22.5 million; diluted EPS was $0.13 in both periods.
Adjusted EBITDA grew 26.2% to $79.4 million from $62.9 million.
2026 guidance now calls for total revenues of $2.05 billion to $2.08 billion, adjusted EBITDA of $370 million to $380 million, same shop sales growth of 4% to 6%, and at least 185 total shop openings.
LifeVantage reported third-quarter fiscal 2026 revenue of $43.7 million, down 25.2% from a year earlier, with diluted earnings per share of $0.11 versus $0.26. The company now expects fiscal 2026 revenue, adjusted EBITDA and adjusted EPS to be close to the lower end of its previously issued guidance range, which weighs on shareholders' outlook.
Q3 revenue was $43.7 million versus $58.4 million a year earlier, down 25.2%; Americas revenue fell 28.9%.
Net income per diluted share was $0.11 versus $0.26; adjusted EBITDA was $3.2 million versus $6.4 million.
Fiscal 2026 revenue, adjusted EBITDA and adjusted EPS are expected close to the lower end of prior guidance.
Quarterly cash dividend declared at $0.05 per share, up from $0.045, payable June 15, 2026.
Vanda reported first-quarter 2026 total revenue of $51.7 million, up 3% from $50.0 million a year earlier, led by 26% growth in Fanapt net product sales. The net loss widened to $48.6 million, or $0.82 per share, from $29.5 million, or $0.50 per share, as operating expenses rose, and the company raised its full-year 2026 total revenue guidance to $240 million to $290 million from $230 million to $260 million, including $10 million to $30 million from the newly launched NEREUS.
Q1 2026 total net product sales were $51.7 million, up 3% from $50.0 million in Q1 2025; Fanapt rose 26% to $29.6 million while HETLIOZ fell 24% to $15.9 million.
Net loss was $48.6 million ($0.82 per diluted share) versus $29.5 million ($0.50 per share) in Q1 2025; selling, general and administrative expense rose to $68.4 million from $50.1 million.
Full-year 2026 total revenue guidance was raised to $240 million to $290 million from $230 million to $260 million, with NEREUS expected to contribute $10 million to $30 million.
Cash, cash equivalents and marketable securities totaled $202.3 million as of March 31, 2026, down $61.5 million in the quarter.
CoreCivic reported first-quarter 2026 net income of $37.9 million, or $0.38 per diluted share, up from $25.1 million, or $0.23, a year earlier, on revenue of $614.7 million. It raised full-year 2026 diluted EPS guidance to $1.51 to $1.61 from $1.49 to $1.59, and said the update includes its April 1, 2026 acquisition of Clinical Solutions Pharmacy, with an initial price of approximately $148.0 million.
Q1 2026 revenue was $614.7 million, up 25.8% from the prior year quarter; net income was $37.9 million, up 51.0%.
Adjusted diluted EPS was $0.40, up 73.9%, excluding $2.4 million of merger and acquisition expenses.
Full-year 2026 diluted EPS guidance was raised to $1.51 to $1.61; adjusted EBITDA guidance is $453.8 million to $461.8 million, up from $437.0 million to $445.0 million.
Guidance reflects a recent decrease in nationwide ICE populations, which the company says it believes is temporary.
Safety Insurance Group reported a first quarter 2026 net loss of $14.3 million, or $0.99 per diluted share, compared with net income of $21.9 million, or $1.48 per diluted share, a year earlier. Two winter weather events in January and February drove higher claims, although total revenue rose 4.4% and the Board declared a $0.92 quarterly dividend. Book value per share fell to $58.28 at March 31, 2026 from $60.98 at December 31, 2025.
Net loss of $14.3 million, or $0.99 per diluted share, versus net income of $21.9 million, or $1.48 per diluted share, in Q1 2025
Winter weather events produced more than 1,600 property claims totaling $42.7 million, adding 14.6 percentage points to the 113.4% combined ratio (99.4% a year earlier)
Total revenue rose to $314.7 million from $301.4 million; net earned premiums increased 6.7% to $291.0 million
Quarterly dividend of $0.92 per share payable June 12, 2026 to shareholders of record June 1, 2026
Sezzle reported first quarter 2026 results, with total revenue up 29.2% year over year to $135.5 million and net income up 41.9% to $51.3 million. The company raised its FY2026 guidance for total revenue growth, adjusted net income, and adjusted net income per diluted share.
Total revenue rose 29.2% year over year to $135.5 million, and gross merchandise volume rose 37.3% to $1.1 billion.
Net income was $51.3 million, or $1.47 per diluted share, versus $1.00 a year earlier; adjusted net income per diluted share was $1.43.
FY2026 guidance raised: total revenue growth to 30%-35% from 25%-30%, adjusted net income to $180.0 million from $170.0 million, and adjusted net income per diluted share to $5.10 from $4.70.
The company repurchased $24.8 million of common stock in the first quarter under its $100.0 million share repurchase program.
LegalZoom reported first-quarter 2026 revenue of $206.8 million, up 13% year-over-year, and raised its full-year 2026 revenue outlook to $810 million to $830 million, from $805 million to $825 million. Net income fell to $1.1 million from $5.1 million a year earlier, and diluted earnings per share were $0.01 compared with $0.03, so revenue growth did not carry through to bottom-line profit.
Q1 2026 revenue was $206.8 million, up 13%; subscription revenue was $130.2 million, up 12%
Net income was $1.1 million, or 1% of revenue, versus $5.1 million in Q1 2025; Adjusted EBITDA was $36.5 million versus $37.0 million
Full-year 2026 revenue outlook raised to $810 million to $830 million; Adjusted EBITDA outlook of $190 million to $200 million maintained
Second-quarter 2026 revenue guidance is $203 million to $207 million; the company completed $43.5 million of share repurchases in the quarter
PTC reported second-quarter fiscal 2026 results, with revenue of $774 million, up 22% from a year earlier, and GAAP diluted EPS of $4.98 versus $1.35, which includes a $463 million gain on the sale of Kepware and ThingWorx. The company raised its full-year fiscal 2026 revenue and EPS guidance and its board authorized a new buyback of up to $2.0 billion covering October 1, 2026 through September 30, 2028.
Q2 non-GAAP EPS was $2.69, up 50% from $1.79; non-GAAP operating margin was 53%, versus 47%.
FY26 revenue guidance was raised to $2,580 million to $2,820 million, from $2,540 million to $2,805 million.
FY26 GAAP EPS guidance was raised to $7.21 to $9.70, from $6.94 to $9.66.
The board authorized up to $2.0 billion of repurchases and set the existing authorization to expire September 30, 2026.
Pattern Group reported first quarter 2026 revenue of $774 million, up 43% year over year, and net income of $29 million, up 28%, with diluted earnings per share of $0.16 compared with $0.17 a year earlier. The company raised its full-year 2026 revenue outlook to $3.29 billion to $3.33 billion, up from prior guidance of about 25% to 26% growth, and set second-quarter revenue guidance of $810 million to $820 million. Higher revenue and a raised full-year outlook are the main points for shareholders, while diluted EPS slipped slightly.
Q1 2026 revenue of $774 million, up 43% year over year; net revenue retention rate of 127%, up from 115%
Net income of $29 million, up 28%; diluted EPS of $0.16 versus $0.17 in Q1 2025
Full-year 2026 revenue guidance raised to $3.29 billion to $3.33 billion; adjusted EBITDA guidance of $199 million to $201 million
Q2 2026 guidance: revenue of $810 million to $820 million and adjusted EBITDA of $45 million to $46 million
Xencor reported a first-quarter 2026 net loss attributable to the company of $128.9 million, or $(1.71) per share, versus $48.4 million, or $(0.66) per share, a year earlier. Revenue fell to $4.5 million from $32.7 million, and the loss was driven largely by $50.8 million of other expense, mainly unrealized losses on an equity security. For shareholders, the filing shows a much larger loss and a smaller revenue base, with cash, cash equivalents and marketable debt securities down to $541.8 million from $610.8 million at year-end 2025.
Q1 2026 revenue was $4.5 million, compared with $32.7 million in Q1 2025, and included a one-time $6.6 million reduction tied to disputed U.S. sales royalties due from Alexion
R&D expenses rose to $64.7 million from $58.6 million, and G&A expenses were $17.7 million compared with $17.3 million
Other expense, net was $50.8 million versus $5.1 million, primarily due to unrealized losses on an equity security
Company expects to end 2026 with $380 million to $400 million in cash, cash equivalents and marketable debt securities, with cash sufficient into mid-2028
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