1,796 material Form 8-K filings that 1,448 companies we cover made with the SEC in May 2026, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). All of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
Marcus & Millichap reported first quarter 2026 total revenue of $171.5 million, up 18.2% from $145.0 million, and a net loss of $3.1 million, or $0.08 per diluted share, versus a net loss of $4.4 million, or $0.11 per share, a year earlier. The company said the results are preliminary because it has not yet filed its Form 10-Q, and it expects near-term challenges in the commercial real estate transaction market to extend through 2026.
Total revenue $171.5 million, up 18.2% from $145.0 million in Q1 2025
Net loss $3.1 million ($0.08 per diluted share) vs. $4.4 million ($0.11) in Q1 2025
Board approved an additional $70 million for share repurchases on April 30, 2026; about $90 million now available
Results are preliminary and subject to change until the Form 10-Q is filed
LifeStance Health Group reported first-quarter 2026 revenue of $403.5 million, up 21%, and net income of $14.2 million, compared with $0.7 million a year earlier. The company raised its full-year 2026 revenue, Center Margin and Adjusted EBITDA guidance, which signals higher expected earnings for shareholders.
Q1 2026 revenue was $403.5 million, up 21% from $333.0 million; Adjusted EBITDA rose 48% to $51.1 million
Net income was $14.2 million, versus $0.7 million in Q1 2025; diluted EPS was $0.04 versus $0.00
Full-year 2026 revenue guidance raised to $1.640 billion to $1.680 billion, from $1.615 billion to $1.655 billion
Full-year 2026 Adjusted EBITDA guidance raised to $200 million to $220 million, from $185 million to $205 million
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.
Ormat Technologies reported first-quarter 2026 results, with total revenues up 75.8% to $403.9 million and net income attributable to stockholders up 9.2% to $44.1 million. Growth was led by the Energy Storage and Product segments, partly offset by $38.0 million of one-time pre-tax expenses, and the company reiterated its 2026 full-year guidance. GAAP profit grew far more slowly than revenue, and adjusted diluted EPS of $1.30 excludes those one-time items.
Total revenues were $403.9 million versus $229.8 million a year earlier; Product segment revenue rose 458.4%, including $105.1 million recognized on the Topp 2 sale.
GAAP diluted EPS was $0.71 versus $0.66; adjusted diluted EPS was $1.30 versus $0.68, excluding $38.0 million of one-time pre-tax expenses.
2026 guidance was reiterated: total revenues of $1,110 million to $1,160 million and adjusted EBITDA of $615 million to $645 million.
The board declared a quarterly dividend of $0.12 per share, payable June 3, 2026, to holders of record on May 20, 2026.
EZCORP reported results for the quarter ended March 31, 2026, its fiscal second quarter. Net income attributable to EZCORP rose 93% to $49.1 million and diluted EPS rose 85% to $0.61, with total revenues up 46% to $446.9 million, so the headline profit and revenue measures improved. The results include the Simple Management Group (SMG) acquisition completed January 2, 2026, and the filing gives no updated financial guidance.
Total revenues rose 46% to $446.9 million; gross profit rose 46% to $260.0 million.
Diluted EPS rose 85% to $0.61; adjusted diluted EPS rose 76% to $0.58.
Pawn loans outstanding rose 33% to $349.4 million; the company added 123 stores in the quarter.
Cash and cash equivalents fell to $354.2 million from $505.2 million, mainly from retiring $134.2 million of SMG debt and acquisition spending.
Watts Water Technologies reported first quarter 2026 net sales of $677.3 million, up 21% on a reported basis and 12% organically, with diluted EPS of $2.97 versus $2.21 a year earlier. The company also raised its quarterly dividend 21% to $0.63 per share starting in June 2026 and maintained its full-year 2026 outlook, though free cash flow fell to $6.6 million from $45.6 million.
Net sales $677.3 million, up 21% reported and 12% organic; operating margin 19.6%, up 390 basis points
Diluted EPS $2.97 vs. $2.21 a year earlier; adjusted diluted EPS $3.04 vs. $2.37
Quarterly dividend raised from $0.52 to $0.63 per share, beginning June 2026
Full-year 2026 outlook maintained: reported sales growth of 8% to 12%; free cash flow was $6.6 million vs. $45.6 million a year earlier
CF Industries reported first quarter 2026 net earnings attributable to common stockholders of $615 million, or $3.98 per diluted share, compared with $312 million, or $1.85 per share, a year earlier. Net sales rose to $1.99 billion from $1.66 billion, and adjusted EBITDA rose to $983 million from $644 million; the company said higher average selling prices, tied to tight global nitrogen supply and the conflict with Iran, drove the gains. Results include a gain of approximately $170 million from a litigation settlement, and the Yazoo City Complex outage continues.
Net earnings of $615 million, or $3.98 per diluted share, versus $312 million, or $1.85, in Q1 2025
Net sales of $1.99 billion versus $1.66 billion; sales volumes were lower, while average selling prices rose for all segments
Q1 results include an approximately $170 million gain from a litigation settlement; the company expects 2026 ammonia production of about 9.5 million tons due to the Yazoo City outage
Board declared a $0.50 per share quarterly dividend on April 28, 2026, payable May 29, 2026 to holders of record as of May 15, 2026
LTC Properties reported first quarter 2026 results, with total revenues of $95.4 million, up from $49.0 million a year earlier, and diluted earnings per share of $0.48 versus $0.45. The company reaffirmed its full year 2026 guidance, including diluted earnings per share of $1.80 to $1.84 and diluted Core FFO per share of $2.75 to $2.79.
Total revenues $95.4 million in Q1 2026 vs. $49.0 million in Q1 2025; resident fees and services from the SHOP segment were $49.6 million.
Diluted earnings per share $0.48 vs. $0.45; diluted Core FFO per share $0.69 vs. $0.65.
Full year 2026 guidance reaffirmed: diluted EPS $1.80 to $1.84; diluted Core FFO per share $2.75 to $2.79.
Conference call scheduled for May 7, 2026 at 8:00 a.m. Pacific / 11:00 a.m. Eastern.
Octave Specialty Group reported first-quarter 2026 results, with total revenue from continuing operations rising 66% to $104 million, driven by its Insurance Distribution segment and the October 2025 ArmadaCare acquisition. The net loss attributable to shareholders narrowed to $6.9 million, or $0.13 per diluted share, from $46.4 million, or $1.21 per share, a year earlier, though the Specialty P&C Insurance segment posted a loss tied to a litigation settlement.
Total revenues from continuing operations were $104 million, up 66% from $63 million; organic revenue growth in Insurance Distribution was 42%.
Net loss attributable to shareholders was $6.9 million, or $0.13 per diluted share, compared with $46.4 million, or $1.21 per share, in Q1 2025.
Specialty P&C Insurance segment net loss was $7.7 million, driven primarily by $2.1 million of losses and $5.8 million of LAE from settling a potential litigation matter.
Adjusted EBITDA to shareholders was $20.1 million, compared with a loss of $1.3 million in Q1 2025; the company will discuss results on a May 7, 2026 call.
Coeur Mining reported first quarter 2026 results for the period ended March 31, 2026, with revenue of $856 million and GAAP net income from continuing operations of $247 million, or $0.35 per share, up sharply from the prior quarter and prior year. The company said its full-year 2026 guidance ranges were reaffirmed and that the New Gold transaction closed on March 20, 2026, adding New Afton and Rainy River to its portfolio.
Revenue was $856 million, compared with $675 million in the fourth quarter of 2025 and $360 million in the first quarter of 2025.
GAAP net income from continuing operations was $247 million, or $0.35 per share; adjusted EBITDA was a record $475 million.
Cash and cash equivalents were $843 million at quarter-end; a $750 million share repurchase program and a first dividend of $0.02 per share were announced on March 23, 2026.
Full-year 2026 production and cost guidance ranges were reaffirmed.
Phibro Animal Health reported results for the quarter ended March 31, 2026, with net sales of $383.5 million, up 10%, and net income of $24.0 million, up 15%. The company raised the lower end of several fiscal 2026 guidance ranges, resulting in higher midpoints, and guides to net sales of $1.46 billion to $1.50 billion and adjusted EBITDA of $247 million to $255 million. For shareholders, the filing shows higher sales and profit and a higher outlook for the fiscal year ending June 30, 2026, though Performance Products sales fell 17%.
Quarterly net sales of $383.5 million, up $35.7 million or 10%; Animal Health sales rose 13% to $291.2 million
Net income of $24.0 million, up 15%; diluted EPS of $0.59 versus $0.51 a year earlier
Fiscal 2026 guidance: net sales of $1.46 billion to $1.50 billion, adjusted EBITDA of $247 million to $255 million, and diluted EPS of $2.25 to $2.44
Revolving credit facility increased by $125 million to $435 million on April 28, 2026
American States Water reported first quarter 2026 GAAP diluted earnings of $0.76 per share, up from $0.70 a year earlier, and revenue of $169.2 million, up from $148.0 million. The company attributed the gain mainly to new California Public Utilities Commission rate increases and higher construction activity at its contracted services segment, and its board approved a second quarter dividend of $0.5040 per share.
Total operating revenues were $169.2 million, compared with $148.0 million in the first quarter of 2025.
Net income was $29.9 million, compared with $26.8 million a year earlier.
Water segment diluted EPS was $0.55, up from $0.52; contracted services EPS was $0.15, up from $0.13.
The board approved a $0.5040 per share dividend, payable June 2, 2026 to shareholders of record on May 18, 2026.
Host Hotels & Resorts reported first-quarter 2026 revenue of $1.6 billion, up 3.2%, and diluted earnings of $0.72 per share, up from $0.35. Net income more than doubled mainly because of a gain on asset sales, and the company raised its 2026 comparable hotel RevPAR growth guidance to 3.0% to 4.5%. It also declared a $0.92 per share second-quarter dividend, including a $0.72 special dividend tied to the Four Seasons sales.
Revenues were $1.6 billion ($1,645 million), up 3.2% from the first quarter of 2025.
Diluted earnings per share were $0.72, compared with $0.35; net income was $501 million, up 99.6%, primarily due to a gain on sale of assets.
2026 comparable hotel RevPAR guidance was raised to 3.0% to 4.5%; diluted earnings per share guidance is $1.30 to $1.37.
Second-quarter dividend is $0.92 per share ($0.20 regular plus $0.72 special), payable July 15, 2026 to holders of record on June 30, 2026.
Chesapeake Utilities reported first quarter 2026 net income of $59.3 million, or $2.47 per diluted share, up from $50.9 million, or $2.21 per share, a year earlier. The company reaffirmed its 2026 capital spending guidance, its 2024-2028 capital guidance and its 2028 EPS guidance range of $7.75 to $8.00. Shareholders also learned that CFO Beth Cooper is retiring and Jeff Sylvester will become CFO on July 1, 2026.
Net income $59.3 million ($2.47 per diluted share) vs. $50.9 million ($2.21) in Q1 2025, an EPS growth rate of 11.8 percent
Adjusted gross margin rose $23.8 million to $206.2 million, a 13.0 percent increase, driven mainly by regulatory initiatives, infrastructure programs and transmission expansions
Capital investment of $121.9 million in Q1 2026; 2026 capital guidance of $450 million to $500 million reaffirmed
Jeff Sylvester, current COO, to succeed Beth Cooper as CFO on July 1, 2026
Victory Capital reported results for the quarter ended March 31, 2026, with revenue of $388.0 million and GAAP diluted earnings per share of $1.33, up from $219.6 million and $0.96 a year earlier. Ending assets under management fell to $309.8 billion from $313.8 billion at December 31, 2025, and the board approved a regular quarterly dividend of $0.50 per share.
Revenue of $388.0 million rose 76.7% from $219.6 million a year earlier and 3.7% from $374.1 million in the fourth quarter of 2025.
GAAP net income was $112.1 million, or $1.33 per diluted share, versus $0.96 a year earlier; GAAP operating margin was 41.0%, down from 42.3%.
Ending AUM was $309.8 billion at March 31, 2026, down from $313.8 billion at December 31, 2025; long-term net outflows were $457 million.
The board approved a regular quarterly cash dividend of $0.50 per share, payable June 25, 2026, to shareholders of record on June 10, 2026.
Cognex reported first-quarter 2026 revenue of $268 million, up 24% from a year earlier, and operating income of $60 million, up 131%. The company also issued second-quarter 2026 revenue guidance of $280 million to $300 million and declared a quarterly dividend of $0.085 per share, payable June 4, 2026. For shareholders, reported profit and revenue both increased, and the company expects Q2 revenue above the $249 million reported in Q2 2025.
Revenue was $268 million versus $216 million a year earlier, up 24% (21% on a constant-currency basis).
GAAP net income per diluted share was $0.31 versus $0.14; adjusted diluted EPS was $0.34 versus $0.16.
Q2 2026 guidance: revenue of $280 million to $300 million and adjusted diluted EPS of $0.40 to $0.44.
Cognex repurchased $99 million of common stock in Q1; dividend of $0.085 per share has a record date of May 21, 2026.
MetLife reported first-quarter 2026 results that improved on the prior-year quarter, with net income up 30% to $1.1 billion and adjusted earnings up 18% to $1.6 billion. Adjusted premiums, fees and other revenues excluding pension risk transfers rose 10% to $13.3 billion, and the company returned over $1.1 billion to shareholders through buybacks and dividends.
Net income was $1.1 billion, or $1.74 per share, up 30% (36% per share); adjusted earnings per share rose 23% to $2.42.
Premiums, fees and other revenues rose 5% to $14.3 billion; excluding pension risk transfers, they rose 10% to $13.3 billion.
Variable investment income rose 58% to $518 million, driven by higher private equity returns.
Holding company cash and liquid assets totaled $3.9 billion at March 31, 2026, at the top of the target range.
MKS Inc. reported first quarter 2026 revenue of $1,078 million, up from $936 million a year earlier, with GAAP net income of $84 million ($1.18 per diluted share) versus $52 million ($0.77) a year earlier. The company guided second quarter revenue to $1,200 million plus or minus $40 million and Non-GAAP net earnings per diluted share to $2.90 plus or minus $0.30, which together point to continued growth in the headline measures.
Q1 2026 revenue was $1,078 million, up from $936 million in Q1 2025 and $1,033 million in Q4 2025.
Q1 2026 Non-GAAP net earnings per diluted share were $2.30, compared with $1.71 in Q1 2025.
Free cash flow was $29 million in Q1 2026, down from $123 million in Q1 2025.
Q2 2026 guidance: revenue of $1,200 million, plus or minus $40 million, and Adjusted EBITDA of $328 million, plus or minus $26 million.
Horace Mann reported first-quarter 2026 net income of $41.2 million, or $1.00 per diluted share, up from $38.2 million, or $0.92, a year earlier. Core earnings, a non-GAAP measure, reached a record first-quarter $52.5 million, or $1.28 per share, and the company maintained its full-year 2026 core EPS guidance of $4.20-$4.50.
Total revenues were $429.3 million, up 3.1% from $416.4 million a year earlier.
Net income was $41.2 million ($1.00 per diluted share) versus $38.2 million ($0.92) in the prior-year quarter.
The company returned $33 million to shareholders in the first quarter, including $18 million of share repurchases.
Property & Casualty combined ratio was 83.3%, improved more than 5 points from the prior year.
Fidelity National Financial reported first-quarter 2026 net earnings attributable to common shareholders of $243 million, or $0.90 per diluted share, up from $83 million, or $0.30 per share, a year earlier. Adjusted net earnings were $249 million, or $0.93 per share, compared with $213 million, or $0.78 per share, and total revenue rose to $3.2 billion from $2.7 billion, so the headline measures improved for shareholders.
Total revenue was $3,226 million for the quarter, compared with $2,729 million a year earlier.
Adjusted net earnings were $249 million, or $0.93 per share, versus $213 million, or $0.78 per share, in the first quarter of 2025.
Title Segment adjusted pre-tax margin was 13.1%, compared with 11.7% a year earlier.
FNF returned about $222 million to shareholders in the quarter, including $140 million in common stock dividends and $82 million in share repurchases.
F&G Annuities & Life reported first-quarter 2026 net earnings attributable to common shareholders of $244 million, or $1.78 per diluted share, compared with a net loss of $25 million, or $0.20 per share, in the first quarter of 2025. Adjusted net earnings, a non-GAAP measure, rose to $110 million, or $0.82 per share, from $91 million, or $0.72 per share, and the Board authorized a new $100 million share repurchase program.
Adjusted net earnings were $110 million, or $0.82 per share, versus $91 million, or $0.72 per share, a year earlier.
GAAP net earnings included $147 million of net favorable mark-to-market effects, which are excluded from adjusted net earnings.
AUM before reinsurance reached $74.5 billion as of March 31, 2026, up 11% from the first quarter of 2025.
On March 13, 2026, the Board authorized a three-year repurchase program of up to $100 million; no shares had been repurchased under it as of March 31, 2026.
HCI Group reported first-quarter 2026 results for the three months ended March 31, 2026. Pre-tax income rose to $115 million from $100 million, and diluted earnings per share were $5.45 compared with $5.35 a year earlier, while gross premiums earned grew to $326 million from $300 million.
Net income was $85 million, up from $74 million; net income after noncontrolling interests was $73 million, up from $70 million.
Gross premiums earned were $326 million versus $300 million, driven by a higher volume of policies in force.
Losses and loss adjustment expenses rose to $66 million from $59 million; the gross loss ratio was 20.1% versus 19.7% a year earlier.
Under a program announced March 3, 2026 for up to $80 million of buybacks through February 27, 2027, HCI repurchased $17.5 million of stock in Q1 and $37.5 million through April 30, 2026.
StoneX Group reported results for the fiscal 2026 second quarter ended March 31, 2026, calling them records for a quarter. Net operating revenues rose 70% to $829.1 million, net income rose 143% to $174.3 million, and diluted earnings per share were $2.07, up from $0.94 a year earlier, with prior-year figures adjusted for a three-for-two stock dividend. For shareholders, profit grew roughly twice as fast as net operating revenues, and management said the R.J. O'Brien integration remains on track.
Net operating revenues were $829.1 million, up 70% from $487.3 million a year earlier.
Net income was $174.3 million, up 143% from $71.7 million; return on equity was 26.5% versus 15.7%.
Diluted EPS was $2.07 versus $0.94, with figures adjusted for a three-for-two stock dividend effective March 20, 2026.
Management said the R.J. O'Brien integration is on track to be substantially completed during fiscal 2026.
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.
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
Innoviva reported first-quarter 2026 total revenue of $98.0 million, up 11% from $88.6 million a year earlier, and net income of $186.6 million, or $2.52 per basic share, compared with a net loss of $46.6 million in the first quarter of 2025. The swing to profit was driven mainly by $191.2 million in net favorable fair value changes on investments, primarily Armata Pharmaceuticals, while income from operations fell to $38.2 million from $41.4 million.
Total revenue of $98.0 million, up 11% from $88.6 million in Q1 2025; net product sales rose 37% to $41.4 million.
Net income of $186.6 million ($2.52 basic EPS) versus a net loss of $46.6 million ($0.74 loss per share) in Q1 2025, driven mainly by $191.2 million in net favorable fair value changes, primarily Armata Pharmaceuticals.
Income from operations was $38.2 million, down from $41.4 million a year earlier.
Cash and cash equivalents totaled $603.1 million at March 31, 2026; the company repurchased 971,066 shares for $20.4 million in the quarter under its $125 million program.
Texas Pacific Land reported first-quarter 2026 total revenue of $236.8 million, up from $196.0 million a year earlier, and net income of $142.9 million, or $2.07 per diluted share, up from $120.7 million a year earlier. The company also appointed Peter Doyle, co-founder and Co-Chief Executive Officer of Horizon Kinetics, which the filing says is TPL's largest shareholder, to its board under a Board Representative Agreement dated May 5, 2026.
Q1 2026 total revenue was $236.8 million versus $196.0 million in Q1 2025, including $20.9 million of land sales.
Net income was $142.9 million, or $2.07 per diluted share, versus $120.7 million in Q1 2025.
Peter Doyle was appointed to the board on May 5, 2026 and will stand for re-election at the 2026 Annual Meeting, set for November 5, 2026.
The board declared a quarterly cash dividend of $0.60 per share, payable June 15, 2026 to holders of record on June 1, 2026.
Primerica reported first-quarter 2026 results on May 6, 2026, with total revenues of $872.7 million (up 8%) and net income of $190.1 million (up 12%). Diluted EPS of $5.97 rose 18%, and diluted adjusted operating EPS of $5.96 rose 19%, driven mainly by record Investment and Savings Products sales, while life-licensed recruiting and new term life policies declined.
Investment and Savings Products sales were a record $4.3 billion, up 22%, and average client asset values were $129.9 billion, up 15%.
Recruits fell 17% to 84,217, and the life-licensed sales force totaled 149,732 at March 31, 2026, down 2%.
Life insurance policies issued fell 14% to 74,054, and annualized issued term life premium decreased 10% to $83.3 million.
The company repurchased $135 million of common stock in the quarter and declared a $1.20 per share dividend payable June 12, 2026.
Central Garden & Pet reported fiscal 2026 second-quarter net sales of $906 million, up from $834 million a year earlier, and GAAP diluted EPS of $1.28, up from $0.98. The company reaffirmed its fiscal 2026 non-GAAP diluted EPS outlook of $2.70 or better and said it entered a pet distribution partnership with Phillips after the quarter, in which Central keeps a 20% stake. The results are preliminary until the company files its Form 10-Q.
Net sales $906 million vs. $834 million; operating income $114 million vs. $93 million.
GAAP diluted EPS $1.28 vs. $0.98; non-GAAP diluted EPS $1.29 vs. $1.04.
Fiscal 2026 non-GAAP diluted EPS outlook of $2.70 or better reaffirmed.
Central to retain a 20% stake in the new pet distribution business; Phillips and its investors hold 80%.
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
AMH reported first-quarter 2026 results, with net income attributable to common shareholders of $127.8 million, or $0.35 per diluted share, up from $0.30 a year earlier. Core FFO rose to $0.48 per share from $0.46, and the company left its full-year 2026 Core FFO guidance unchanged, which gives shareholders a steady read on the year.
Rents and other single-family property revenues rose 2.8% to $472.0 million, compared with $459.3 million in the first quarter of 2025.
Core FFO attributable to common share and unit holders was $0.48 per share, up from $0.46; Adjusted FFO was $0.45, up from $0.42.
Full-year 2026 Core FFO guidance remains $1.89 to $1.95 per share.
The company repurchased 3.7 million Class A shares for $115.1 million in the first quarter and 3.2 million shares for $94.0 million in April, leaving $406.0 million under its new program.
NCR Atleos reported first quarter 2026 results on May 6, 2026, with revenue up 7% to $1.04 billion and net income attributable to Atleos up 57% to $22 million. Adjusted EBITDA was flat at $172 million, and gross margin fell to 22.4% from 23.7%, which the company attributed mainly to higher tariffs. Because of the pending transaction with The Brink's Company, the company is not holding an earnings call or providing a financial outlook, and it still targets closing that deal by the end of the first quarter of 2027.
Total revenue was $1.04 billion, up 7% year over year, with 72% from recurring revenue streams
Diluted earnings per share were $0.29 versus $0.19 a year earlier; adjusted diluted EPS was $0.65, up 2%
Adjusted EBITDA was $172 million, flat year over year; net cash used in operating activities was $9 million
No earnings call or financial outlook, due to the pending Brink's transaction
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
SiTime reported first-quarter 2026 revenue of $113.6 million, up 88.3% from a year earlier, and a GAAP net loss of $5.2 million, or $0.20 per diluted share, compared with a $23.9 million loss a year ago. The loss narrowed sharply year over year, but revenue was essentially unchanged from the fourth quarter, and the release gave no numeric outlook, saying management would discuss it on the conference call.
Net revenue was $113.6 million, up 88.3% from $60.3 million in Q1 2025 and essentially unchanged from $113.3 million in Q4 2025.
GAAP net loss was $5.2 million, or $0.20 per diluted share, versus a net loss of $23.9 million, or $1.01 per share, in Q1 2025.
Non-GAAP net income was $38.9 million, or $1.44 per diluted share, versus $0.26 per share in Q1 2025.
Cash, cash equivalents and short-term investments totaled $788.7 million on March 31, 2026.
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.
DoubleVerify reported first-quarter 2026 revenue of $180.8 million, up 10% from a year earlier, and net income of $6.4 million, compared with $2.4 million in the prior-year quarter. The company reiterated its full-year 2026 revenue outlook of $810 million to $826 million and gave second-quarter revenue guidance of $199 million to $205 million, but free cash flow was negative $6.4 million, down from $31.4 million a year earlier.
Revenue of $180.8 million, up 10% from $165.1 million; Measurement revenue rose 16% to $61.8 million
Net income of $6.4 million, or $0.04 per diluted share, versus $2.4 million, or $0.01, a year earlier
Adjusted EBITDA of $55.2 million, a 31% margin, up from $44.7 million and 27% a year earlier
Full-year 2026 revenue guidance of $810 million to $826 million reiterated; free cash flow was negative $6.4 million versus $31.4 million in Q1 2025
Pursuit Attractions and Hospitality reported first quarter 2026 revenue of $51.6 million, up 37.4% from a year earlier, and a net loss attributable to Pursuit of $24.9 million, narrower than the $31.1 million loss in the first quarter of 2025. The company reaffirmed its full year 2026 revenue and Adjusted EBITDA guidance and raised its share repurchase authorization by $50 million, so shareholders get higher sales and a smaller loss, though the company was still loss-making in the quarter.
Q1 2026 revenue was $51.6 million versus $37.6 million in Q1 2025; net loss attributable to Pursuit was $24.9 million ($0.90 per share) versus $31.1 million
Adjusted EBITDA was negative $14.9 million versus negative $17.5 million a year earlier
Full year 2026 guidance reaffirmed: revenue of $465 million at the mid-point and Adjusted EBITDA of $123 million to $133 million
Share repurchases totaled $40.4 million as of May 6, 2026; the Board approved a $50 million increase on May 1, 2026, leaving $59.6 million available
Coherent reported third-quarter fiscal 2026 revenue of $1.81 billion, up 21% from a year earlier, with GAAP diluted earnings per share of $0.97 versus a loss of $0.11 a year earlier. The company also projected fourth-quarter revenue of $1.91 billion to $2.05 billion and non-GAAP EPS of $1.52 to $1.72, which gives shareholders a current view of expected near-term results.
Q3 fiscal 2026 revenue was $1.81 billion, up 21% year over year and up 27% on a pro forma basis.
GAAP diluted EPS was $0.97 versus a loss of $0.11 in Q3 fiscal 2025; non-GAAP diluted EPS was $1.41 versus $0.91.
GAAP gross margin was 37.7%, up 243 basis points year over year; non-GAAP gross margin was 39.6%.
Fourth-quarter fiscal 2026 guidance: revenue of $1.91 billion to $2.05 billion and non-GAAP EPS of $1.52 to $1.72.
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.
Paycom reported first-quarter 2026 revenue of $571.9 million, up 7.8% from a year earlier, and GAAP net income of $155.7 million, or $3.04 per diluted share, compared with $2.48 a year earlier. The company also issued full-year 2026 guidance of $2.175 billion to $2.195 billion in total revenue and $950 million to $970 million in adjusted EBITDA, and it repurchased $1.060 billion of its stock during the quarter.
Total revenues of $571.9 million, up 7.8% from $530.5 million; recurring and other revenues of $544.0 million, up 8.8%
GAAP net income of $155.7 million, or $3.04 per diluted share, versus $139.4 million, or $2.48, a year earlier
Full-year 2026 guidance: total revenue of $2.175 billion to $2.195 billion (6% to 7% growth) and adjusted EBITDA of $950 million to $970 million
Repurchased 8,375,443 shares for $1.060 billion during the quarter; cash and cash equivalents were $153.9 million at March 31, 2026
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.
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.
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
AppLovin reported first quarter 2026 revenue of $1.842 billion, up 59% from a year earlier, and net income of $1.206 billion, up 109%. The company also guided second quarter 2026 revenue to $1.915 billion to $1.945 billion and adjusted EBITDA to $1.615 billion to $1.645 billion.
Revenue of $1.842 billion versus $1.159 billion in Q1 2025, up 59%.
Net income of $1.206 billion versus $576 million; diluted EPS of $3.56 versus $1.67.
Q2 2026 guidance: revenue $1.915 billion to $1.945 billion; adjusted EBITDA $1.615 billion to $1.645 billion.
Repurchased and withheld 2.2 million Class A shares for $1.0 billion; 336 million shares outstanding at March 31, 2026.
The Pennant Group reported first-quarter 2026 results on May 6, 2026, with revenue of $285.4 million, up 36.0% from the prior-year quarter, and GAAP diluted earnings per share of $0.24 versus $0.22. Adjusted diluted EPS was $0.32 versus $0.27, and the company posted an updated investor presentation for upcoming investor meetings. The filing contains no revised full-year guidance.
Total revenue $285.4 million for Q1 2026, up from $209.8 million a year earlier
GAAP diluted EPS $0.24 versus $0.22; adjusted diluted EPS $0.32 versus $0.27
Net income attributable to The Pennant Group $8.5 million, up from $7.8 million
Conference call and webcast scheduled for May 7, 2026 at 10:00 a.m. Mountain time
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