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).
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
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.
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.
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
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.
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.
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.
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
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
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.
Coca-Cola Consolidated reported first-quarter 2026 results on May 6, 2026, with net sales of $1.8 billion, up 16.9% from a year earlier. Reported net income rose 7.7% to $111.6 million, but adjusted net income fell 12.3% to $119.5 million, and the company said six extra days in the quarter added about $23 million to net income. Higher aluminum costs cut gross margin, so shareholders are seeing reported gains alongside weaker underlying profit.
Net sales were $1,846.7 million, up 16.9%; adjusted net sales rose 8.5%.
Income from operations was $237.5 million, up 25.1%; adjusted income from operations was $194.6 million, up $4.2 million.
Net income was $111.6 million, up 7.7%; adjusted net income was $119.5 million versus $136.3 million a year earlier.
Aluminum costs added approximately $35 million in input costs compared with the first quarter of 2025.
Verra Mobility reported first quarter 2026 revenue of $223.6 million, up 0.1% from $223.3 million a year earlier, while net income fell to $26.7 million, or $0.17 per diluted share, from $32.3 million, or $0.20. The company reaffirmed all of its 2026 full-year guidance, including total revenue of $1,020 million to $1,030 million, and said the profit decline was mainly due to higher operating expenses and lower product sales, partly offset by a February 2026 legal settlement paid in Australian listed shares.
Q1 2026 adjusted EPS was $0.25 versus $0.30 in Q1 2025; adjusted EBITDA was $86.0 million versus $95.4 million.
Free cash flow was $9.6 million versus $41.7 million a year earlier; operating cash flow was $40.8 million versus $63.0 million.
Government Solutions revenue rose 3% to $105.3 million, while Commercial Services revenue fell 4% to $97.8 million.
The company repurchased 2,215,800 shares for $50.2 million in the quarter and had $66.3 million left under its authorization as of March 31, 2026.
Tutor Perini reported first quarter 2026 revenue of $1.4 billion, up 11% from a year earlier, and record operating cash flow of $146.9 million. Diluted EPS fell to $0.48 from $0.53, though adjusted EPS, which excludes share-based compensation, rose to $1.03 from $0.65, and the company affirmed its 2026 adjusted EPS guidance of $4.90 to $5.30.
Revenue of $1.4 billion, up 11% year over year; income from construction operations of $59.2 million, down 9% from $65.3 million
Diluted EPS of $0.48 versus $0.53 a year earlier; adjusted diluted EPS of $1.03 versus $0.65, with a $23.5 million increase in share-based compensation expense cited
Backlog of $19.8 billion at March 31, 2026; 2026 adjusted EPS guidance of $4.90 to $5.30 affirmed
Repurchased 277,578 shares for $20 million in the quarter under a $200 million program
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
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
Macerich reported a first-quarter 2026 net loss attributable to the company of $36.4 million, or $0.14 per diluted share, compared with $50.1 million, or $0.20 per share, a year earlier. The filing attributes the improvement mainly to a gain on sale or write-down of assets, while total revenues fell to $241.5 million from $249.2 million and FFO, as adjusted, was flat at $0.34 per diluted share.
Net loss attributable to the company: $36.4 million, or $0.14 per diluted share, versus $50.1 million, or $0.20 per share, in Q1 2025
Total revenues: $241.5 million, down from $249.2 million a year earlier
FFO, as adjusted: $92.4 million, or $0.34 per diluted share, versus $89.8 million, or $0.34 per share, in Q1 2025
Annapolis Mall acquired on April 30, 2026 for $260 million, plus $12 million for an adjacent Sears parcel
Penumbra reported first quarter 2026 revenue of $374.8 million, up 15.6% from a year earlier, but net income fell to $32.6 million from $39.2 million and diluted earnings per share fell to $0.82 from $1.00. The company will not provide full-year 2026 guidance or hold an earnings call because of its pending acquisition by Boston Scientific.
Revenue of $374.8 million, up 15.6%; thrombectomy up 12.1% to $253.9 million and embolization and access up 23.8% to $120.8 million
Net income of $32.6 million versus $39.2 million in Q1 2025; diluted EPS of $0.82 versus $1.00
$9.4 million of acquisition-related expenses included in SG&A, tied to the pending Boston Scientific acquisition
No full-year 2026 financial guidance and no conference call, due to the pending Boston Scientific acquisition
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
Alpha and Omega Semiconductor reported fiscal third-quarter 2026 results for the quarter ended March 31, 2026, with revenue of $163.8 million, up 0.9% from the prior quarter but down 0.5% from a year earlier. GAAP net loss widened to $13.8 million, or $0.46 per diluted share, from $10.8 million, or $0.37 per share, a year earlier, and management guided fiscal fourth-quarter revenue to approximately $168 million, plus or minus $10 million.
Q3 revenue $163.8 million, up 0.9% sequentially and down 0.5% year over year
GAAP net loss $13.8 million ($0.46 per diluted share) vs. $10.8 million ($0.37) a year earlier
Non-GAAP net loss $8.3 million ($0.28 per share) vs. $2.9 million ($0.10) a year earlier
Fiscal Q4 guidance (quarter ending June 30, 2026): revenue about $168 million, plus or minus $10 million; GAAP gross margin 22.3%, plus or minus 1%
Vir Biotechnology reported a first-quarter 2026 net loss of $125.7 million, or $0.85 per share, compared with a net loss of $121.0 million, or $0.88 per share, a year earlier. Total revenues were negative $29 thousand, down from $3.0 million, while R&D and SG&A expenses both declined. The company said its cash, cash equivalents and investments were $809.3 million at March 31, 2026, and expects them to fund operations into the second half of 2028.
Net loss was $125.7 million ($0.85 per share) for Q1 2026, versus $121.0 million ($0.88 per share) in Q1 2025.
Total revenues were negative $29 thousand in Q1 2026, compared with $3.0 million in Q1 2025.
R&D expenses fell to $108.9 million from $118.6 million, mainly due to a $30.0 million expense in Q1 2025 tied to the restated Alnylam agreement.
The Astellas collaboration on VIR-5500 closed in April, with a combined upfront payment and equity investment of $315 million expected in Q2 2026.
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.
Sarepta reported first quarter 2026 total revenues of $730.8 million, down $14.1 million or 2% from a year earlier, while GAAP net income was $331.0 million compared with a net loss of $447.5 million in the prior-year quarter. The filing attributes the profit swing largely to $365.0 million of collaboration revenue tied to Roche's declined option for certain program rights, and the company reiterated its full-year 2026 guidance.
Total revenues were $730.8 million, versus $744.9 million a year earlier; net product revenues were $330.5 million, including $102.0 million from ELEVIDYS and $228.6 million from PMO products.
GAAP diluted earnings per share were $2.88, compared with a loss of $4.60 per share in the first quarter of 2025.
GAAP operating income was $358.4 million, compared with a loss of $300.4 million a year earlier; non-GAAP operating income was $397.7 million.
Sarepta reiterated FY 2026 guidance of total net product revenues of $1.2 to $1.4 billion and combined non-GAAP R&D and SG&A expenses of $800.0 to $900.0 million.
DoorDash reported first-quarter 2026 revenue up 33% year over year to $4.0 billion and Adjusted EBITDA up 28% to $754 million, while GAAP net income attributable to common stockholders fell 5% to $184 million. The company guided second-quarter 2026 Adjusted EBITDA to $770 million to $870 million and Marketplace GOV to $32.4 billion to $33.4 billion, and it expects to spend over $50 million on its Dasher gas relief program in the quarter.
Q1 2026 revenue $4.0 billion, up 33% Y/Y; Marketplace GOV $31.6 billion, up 37% Y/Y
GAAP net income $184 million, down from $193 million in Q1 2025 and $213 million in Q4 2025
Q2 2026 guidance: Adjusted EBITDA $770 million to $870 million; Marketplace GOV $32.4 billion to $33.4 billion
Company repurchased $205 million of Class A stock year to date through May 5, with about $4,795 million remaining under its authorization
Park-Ohio reported first-quarter 2026 net sales of $421.0 million, up 4% from $405.4 million, while diluted EPS from continuing operations fell to $0.58 from $0.61. The company also said it has hired an investment bank to review strategic alternatives for its Southwest Steel Processing business, including a potential sale, and reaffirmed its 2026 guidance. Shareholders get a mixed picture: sales grew and the outlook was kept, but per-share profit declined year over year.
Net sales were $421.0 million versus $405.4 million a year earlier; net income attributable to common shareholders was $8.1 million versus $8.3 million.
Diluted EPS from continuing operations was $0.58 versus $0.61; adjusted EPS was $0.65 versus $0.66.
The company is reviewing strategic alternatives for Southwest Steel Processing, with no set deadline; the business is expected to contribute about $17 million in 2026 revenue and a loss of about $0.53 per diluted share.
2026 guidance was reaffirmed: net sales of $1.675 billion to $1.710 billion and adjusted EPS of $2.90 to $3.20 per diluted share.
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
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.
Sunrun reported first quarter 2026 revenue of $722.2 million, up 43% from a year earlier, and net income attributable to common stockholders of $167.6 million, or $0.62 per diluted share, compared with $50.0 million in the prior-year quarter. Contracted Net Value Creation fell 34% to $108 million and Cash Generation was negative $59 million, and the company reiterated its full-year 2026 guidance, which was unchanged.
Total revenue was $722.2 million, up $218.0 million, or 43%, with energy systems and product sales up 151% to $254.4 million.
Net income attributable to common stockholders was $167.6 million, or $0.71 basic and $0.62 diluted per share, versus $0.22 and $0.20 a year earlier.
Contracted Net Value Creation was $108 million, down 34%; Cash Generation was negative $59 million in the quarter.
Full-year 2026 guidance was unchanged, including Cash Generation of $250 million to $450 million excluding equipment safe harbor investments.
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.
Brilliant Earth reported first-quarter 2026 net sales of $99.5 million, up 6.0% from a year earlier and at the high end of its guidance range. The company posted a GAAP net loss of $8.5 million, compared with $3.3 million a year earlier, and adjusted EBITDA of negative $4.7 million, versus positive $1.1 million. It reiterated its 2026 annual guidance.
Net sales of $99.5 million, up 6.0% year over year; total orders up 2.5% and average order value up 3.3%
Fine jewelry bookings grew 33% year over year
Gross margin was 54.3%, down from 58.6%; GAAP diluted EPS was -$0.10, compared with -$0.03
Second-quarter adjusted EBITDA outlook of $0.5 million to $2 million; full-year net sales growth outlook of positive mid-single-digit percent, with profitability slightly lower than 2025
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.
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.
Universal Technical Institute reported fiscal 2026 second-quarter results for the period ended March 31, 2026. Revenue rose 6.7% to $221.4 million, but net income fell to $0.4 million from $11.4 million, which the company attributed to strategic growth expenses. The company reaffirmed its full-year fiscal 2026 guidance across all metrics.
Q2 revenue of $221.4 million, up 6.7% from $207.4 million a year earlier.
Q2 net income of $0.4 million, or $0.01 per share, versus $11.4 million, or $0.21 per share, in the prior-year quarter.
Adjusted EBITDA of $14.1 million, down 51.0%, including $11 million in strategic growth expenses.
Full-year fiscal 2026 guidance reaffirmed; total available liquidity was $202.4 million at March 31, 2026.
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
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
Niagen Bioscience reported first-quarter 2026 net sales of $31.5 million, up 3% from a year earlier, and net income of $6.3 million, up from $5.1 million. Net income includes a $4.8 million gain on the sale of its Analytical Reference Standards and Services segment, while operating income fell to $1.6 million from $4.8 million and adjusted EBITDA fell to $3.8 million from $4.9 million, so shareholders should weigh the one-time gain against weaker core profitability.
Net sales rose 3% to $31.5 million; excluding the divested segment in both periods, sales rose about 5%.
Operating expenses increased 26% to $18.4 million, and operating income fell to $1.6 million from $4.8 million.
Operating cash flow was a $1.2 million outflow, and cash and cash equivalents ended at $66.5 million.
For 2026, the company expects net sales to grow 10% to 15% excluding the divested segment, and general and administrative expense to rise $3 million to $4 million.
Magnolia Oil & Gas reported first quarter 2026 net income of $100.8 million, down 5% from $106.6 million a year earlier, while diluted earnings per share were flat at $0.54. Revenue rose to $358.5 million from $350.3 million, and production grew 6% to 102.6 thousand barrels of oil equivalent per day. The company reiterated its 2026 capital and production growth guidance and said it made about $155 million of bolt-on acquisitions in the quarter.
Net income $100.8 million versus $106.6 million a year earlier; diluted EPS $0.54 in both periods
Total revenues $358.5 million versus $350.3 million; adjusted EBITDAX $252.9 million versus $248.4 million
Bolt-on acquisitions of about $155 million covering roughly 6,200 net acres; $51.9 million spent on share repurchases
Full-year 2026 total capital spending reiterated at $440 million to $480 million, with production growth of about 5%; quarterly dividend of $0.165 per share payable June 1, 2026
908 Devices reported first quarter 2026 revenue of $13.4 million, up 14% year over year, and raised its full-year 2026 revenue outlook to $67.0 million to $70.0 million. Net loss from continuing operations widened to $12.0 million from $9.8 million, largely due to a noncash $6.4 million charge tied to contingent consideration. The company also completed its acquisition of NIRLAB SA, a Swiss narcotics-detection company, on May 4, 2026, for a headline price of $15 million, partly paid in company shares.
Q1 2026 revenue was $13.4 million, up 14% from the prior year period; net loss from continuing operations was $12.0 million, versus $9.8 million a year earlier.
2026 revenue guidance was raised to $67.0 million to $70.0 million, representing 19% to 25% growth over 2025 revenue.
NIRLAB acquisition closed May 4, 2026: $15 million headline price, including $13 million in cash and 293,368 company shares, with up to $8 million more in shares tied to revenue milestones by December 31, 2027.
Shares issued to NIRLAB sellers and option holders are subject to a 180-day lock-up period, per the filing.
HNI Corporation reported first quarter 2026 results for the period ended April 4, 2026. Net sales rose 125 percent to $1.3 billion, driven by the Steelcase acquisition, but organic net sales fell 3.2 percent and the company posted a net loss of $38.8 million, or $(0.55) per diluted share, versus net income of $13.9 million, or $0.29, a year earlier. Non-GAAP diluted EPS declined to $0.34 from $0.44, and the company expects mid-teens percent non-GAAP EPS growth for full-year 2026.
Net sales of $1.3 billion, up from $599.8 million a year earlier; organic net sales decreased 3.2 percent
GAAP net loss of $38.8 million, or $(0.55) per diluted share, compared with net income of $13.9 million, or $0.29, in the prior-year quarter
Non-GAAP diluted EPS of $0.34 versus $0.44; restructuring and impairment charges were $18.0 million
Outlook: second quarter non-GAAP EPS expected to decline modestly; full-year 2026 non-GAAP EPS growth expected in the mid-teens percent range
Kyndryl reported fourth-quarter and fiscal 2026 results on May 6, 2026, showing lower revenue and GAAP net income, though adjusted pretax income rose 21% for the year. On May 5, 2026, the company approved workforce rebalancing actions that it estimates will cost about $200 million, with expected annualized savings of $400 to $500 million in fiscal 2028. Shareholders also received fiscal 2027 guidance for adjusted pretax income of $600 to $700 million and free cash flow of $400 to $500 million.
Q4 fiscal 2026 revenue was $3.8 billion, down 1% reported and 5% in constant currency; net income was $17 million, or $0.08 per diluted share, versus $68 million, or $0.28, a year earlier.
Fiscal 2026 revenue was $15.1 billion, flat reported and down 3% in constant currency; net income was $198 million, or $0.85 per diluted share, versus $1.05 a year earlier.
Adjusted EPS for fiscal 2026 was $1.46, versus $1.19 in fiscal 2025; the company expects workforce charges of about $200 million, mostly in Q1 fiscal 2027.
Fiscal 2027 outlook: adjusted pretax income of $600 to $700 million (including workforce charges), free cash flow of $400 to $500 million, and constant-currency revenue flat to down 2%.
Global Payments reported a first-quarter 2026 GAAP net loss attributable to the company of $1.80 billion, or $6.59 per diluted share, driven mainly by a $1.59 billion loss from discontinued operations tied to the Issuer Solutions business. Adjusted EPS rose 10% to $2.96, and the company reaffirmed its 2026 adjusted EPS outlook of $13.80 to $14.00 while entering a $500 million accelerated share repurchase plan.
GAAP revenue was $2.97 billion, up from $1.82 billion a year earlier, and adjusted net revenue was $2.86 billion, up 29.5%.
Normalized adjusted net revenue rose about 5.5%, or 4.5% in constant currency.
The company entered a $500 million accelerated share repurchase plan and expects to return over $2 billion to shareholders in 2026 through repurchases and dividends.
The board approved a dividend of $0.25 per share, payable June 26, 2026 to holders of record as of June 12, 2026.
Spire reported fiscal second-quarter 2026 adjusted earnings from continuing operations of $223.7 million ($3.76 per share), up from $189.3 million ($3.17 per share) a year earlier, on operating revenues of $1,020.0 million, up from $976.4 million. The company lowered its fiscal 2026 adjusted earnings guidance from continuing operations to $3.90-$4.10 per share, citing lower Missouri weather-related usage, which matters to shareholders because it reduces the earnings outlook for the current year even though the quarter improved.
Q2 adjusted EPS $3.76 vs. $3.17 a year ago; GAAP diluted EPS from continuing operations $3.51 vs. $3.17
Operating revenues $1,020.0 million vs. $976.4 million; Gas Utility adjusted earnings $234.8 million vs. $195.2 million
Fiscal 2026 adjusted EPS guidance from continuing operations updated to $3.90-$4.10, reflecting lower weather-related usage
Fiscal 2027 adjusted EPS guidance of $5.40-$5.60 reaffirmed; Piedmont Tennessee acquisition completed March 31, 2026
SolarEdge reported first quarter 2026 revenue of $310.5 million, down 7.4% from $335.4 million in the prior quarter, and a GAAP net loss of $57.4 million, narrowed from $132.1 million in the prior quarter. The company guided second quarter 2026 revenue to $325 million to $355 million and said that at the midpoint of its outlook it expects to be close to breakeven operating profitability.
Q1 2026 GAAP net loss was $57.4 million, or $0.95 per share, versus $132.1 million, or $2.21 per share, in Q4 2025.
Non-GAAP operating loss was $24.8 million, compared with $11.0 million in the prior quarter; the company cited a one-time expense of approximately $14 million.
Q2 2026 guidance: revenue of $325 million to $355 million and non-GAAP gross margin of 23% to 27%.
Cash and investments, net of debt, rose $2.0 million to $246.2 million as of March 31, 2026.
Astec Industries reported first quarter 2026 results for the three months ended March 31, 2026. Net sales rose 20.3% to $396.3 million, but net income fell to $1.3 million from $14.3 million a year earlier, and diluted EPS dropped to $0.06 from $0.62. The company maintained its full year 2026 adjusted EBITDA guidance of $170 million to $190 million.
Net sales were $396.3 million, up 20.3%, with Materials Solutions up 70.6% to $159.3 million and Infrastructure Solutions up 0.4% to $237.0 million.
Net income was $1.3 million and diluted EPS was $0.06, compared with $14.3 million and $0.62 in the first quarter of 2025. Adjusted EPS was $0.54, compared with $0.91.
Adjusted EBITDA was $30.3 million, down from $35.2 million, and the company maintained its full year 2026 adjusted EBITDA guidance of $170 million to $190 million.
Operating cash flow was $40.7 million and free cash flow was $32.6 million; leverage was 2.3x at quarter end.
Kraft Heinz reported first-quarter 2026 results for the period ended March 28, 2026, with net sales up 0.8% to $6.0 billion but adjusted earnings per share down 6.5% to $0.58. The company reaffirmed its full-year 2026 outlook, including adjusted EPS of $1.98 to $2.10, which matters to shareholders because the quarter showed mixed results and the company said it may increase investment if returns stay strong.
Net sales rose 0.8% to $6.0 billion, while organic net sales fell 0.4%
Diluted EPS rose 13.6% to $0.67, but adjusted EPS fell 6.5% to $0.58
Adjusted operating income fell 11.8% to $1.1 billion, and the 2026 adjusted EPS outlook of $1.98 to $2.10 was reaffirmed
The company paid $474 million in dividends and repurchased no shares in the quarter, with about $1.5 billion of buyback authorization remaining
J&J Snack Foods reported fiscal second quarter 2026 results on May 6, 2026. Net sales fell 3.2% to $344.8 million, and GAAP net earnings dropped to $1.7 million from $4.8 million, while Adjusted earnings per diluted share rose 14.3% to $0.40. The company said the GAAP decline reflects non-recurring plant closure and other costs, and that it repurchased $22 million of stock during the quarter.
Net sales were $344.8 million, down 3.2% from $356.1 million; Food Service fell 5.0%, Retail Supermarket fell 4.1%, and Frozen Beverages rose 3.1%.
Net earnings were $1.7 million, or $0.09 per diluted share, versus $4.8 million, or $0.25, a year earlier.
Adjusted earnings per diluted share were $0.40 versus $0.35, and Adjusted EBITDA was $28.7 million, up 9.5%.
The company repurchased $22 million of stock; $28 million remained under the $50 million program as of March 28, 2026.
Steven Madden reported first-quarter 2026 revenue up 18.0% to $653.1 million and raised its fiscal 2026 revenue growth outlook to 10% to 12%. GAAP diluted EPS rose to $1.00 from $0.57, but adjusted diluted EPS fell to $0.45 from $0.60, and the GAAP gain was helped by a $55.1 million pre-tax tariff recovery benefit.
Q1 2026 revenue was $653.1 million, up 18.0% from $553.5 million; GAAP diluted EPS was $1.00 versus $0.57, while adjusted diluted EPS was $0.45 versus $0.60.
Fiscal 2026 guidance: revenue to rise 10% to 12%; GAAP diluted EPS of $2.55 to $2.65 and adjusted diluted EPS of $2.00 to $2.10.
A $55.1 million pre-tax benefit from expected recovery of previously incurred IEEPA tariffs was included in cost of sales.
Board declared a quarterly cash dividend of $0.21 per share, payable June 19, 2026 to holders of record on June 8, 2026.
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