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).
Grainger reported first-quarter 2026 sales of $4.7 billion, up 10.1%, and diluted EPS of $11.65, up 18.2% from a year earlier. The company raised its full-year 2026 guidance, including diluted adjusted EPS of $44.25 to $46.25, up from $42.25 to $44.75, and announced a 10% quarterly dividend increase.
Q1 2026 sales were $4.7 billion, up 10.1%, or 12.2% on a daily, organic constant currency basis
Diluted EPS was $11.65, up 18.2%, and operating margin was 16.7%, up 110 basis points
Updated 2026 diluted adjusted EPS guidance is $44.25 to $46.25, versus the prior $42.25 to $44.75
Quarterly dividend increased 10%; first-quarter operating cash flow was $739 million
Diodes reported first quarter 2026 revenue of $405.5 million, up from $332.1 million a year earlier, and GAAP net income attributable to common stockholders of $15.0 million, or $0.32 per diluted share, compared with a net loss of $4.4 million a year earlier. The company guided second quarter 2026 revenue to approximately $435 million, plus or minus 3 percent, and non-GAAP adjusted EPS to $0.60, plus or minus $0.10. The results are preliminary and unaudited pending the Form 10-Q.
Q1 2026 revenue $405.5 million versus $332.1 million in Q1 2025 and $391.6 million in Q4 2025
GAAP net income $15.0 million, or $0.32 per diluted share, versus a GAAP net loss of $4.4 million, or $0.10 per share, in Q1 2025
Non-GAAP adjusted EPS $0.43 per diluted share versus $0.19 in Q1 2025
Q2 2026 guidance: revenue about $435 million (plus or minus 3 percent), GAAP gross margin 32.8 percent (plus or minus 1 percent), non-GAAP adjusted EPS $0.60 (plus or minus $0.10)
United Bancorp, Inc. reported first-quarter 2026 net income of $1.9 million, or $0.33 per diluted share, up 2.1% and $0.01 from a year earlier. Net interest income rose 4.2% to $6.5 million, while total noninterest expense rose 10.2% to $6.2 million. Nonaccrual and 30-plus-day past-due loans increased year over year to $6.8 million, which management attributes mainly to one commercial relationship of about $4.2 million that it says is not impaired.
Net income of $1,911,000, up $39,000 or 2.1% year over year
Diluted EPS of $0.33, up $0.01 or 3.1% from $0.32
Net interest income of $6.5 million, up 4.2%; net interest margin of 3.72%, up 12 basis points
Nonaccrual and 30-plus-day past-due loans of $6.8 million (1.36% of gross loans), up $4.0 million year over year, mostly from one relationship of about $4.2 million
Concentra Group Holdings Parent reported first-quarter 2026 revenue of $569.6 million, up 13.7%, and net income of $52.3 million, up 28.7%, with earnings per share of $0.39 versus $0.30 a year earlier. The company raised its full-year 2026 guidance and declared a $0.0625 per share cash dividend, while repurchasing $15.0 million of its shares in the quarter. The filing does not state the prior guidance, so the size of the raise cannot be measured from it.
Net income of $52.3 million, up 28.7% from $40.6 million; earnings per share of $0.39 versus $0.30
Adjusted EBITDA of $120.7 million, up 17.6% from $102.7 million; free cash flow of $9.9 million versus negative $4.0 million
Raised 2026 outlook: revenue of $2.275 billion to $2.375 billion; Adjusted EBITDA of $460 million to $480 million; free cash flow of $215 million to $235 million
Cash dividend of $0.0625 per share, payable June 9, 2026, to holders of record on May 19, 2026
Mettler-Toledo reported first-quarter 2026 results on May 7, 2026, with reported sales up 7% to $947.1 million and GAAP diluted EPS of $8.33, compared with $7.81 a year earlier. Adjusted EPS rose 9% to $8.91. The company raised its full-year 2026 adjusted EPS forecast to $46.30 to $46.95 from $46.05 to $46.70, while its local currency sales growth forecast of about 4% was unchanged.
Reported sales rose 7% to $947.1 million; local currency sales rose 3%, or 1% excluding acquisitions.
GAAP diluted EPS was $8.33 versus $7.81; adjusted EPS was $8.91 versus $8.19, up 9%.
Full-year 2026 adjusted EPS forecast raised to $46.30 to $46.95 from $46.05 to $46.70.
Second-quarter 2026 adjusted EPS forecast is $10.70 to $10.85, with local currency sales growth of about 3%.
Information Services Group reported first-quarter 2026 revenue of $61.2 million, up 3% from a year earlier, with GAAP net income of $2.7 million, up from $1.5 million. It also gave second-quarter 2026 guidance of $62.5 million to $63.5 million in revenue and $8.0 million to $9.0 million in adjusted EBITDA, and declared a $0.045 per share dividend.
Q1 2026 revenue was $61.2 million, up 3% from $59.6 million; Europe revenue rose 25% to $17.3 million
GAAP diluted EPS was $0.05, up from $0.03; adjusted EBITDA was $8.3 million, up 12%
Q2 2026 guidance: revenue of $62.5 million to $63.5 million and adjusted EBITDA of $8.0 million to $9.0 million
Cash totaled $22.7 million at March 31, 2026, down from $28.7 million at December 31, 2025
RingCentral reported first-quarter 2026 results on May 7, 2026. Total revenue rose about 5% year over year to $644 million, and GAAP diluted EPS was $0.35, compared with a loss of $0.11 a year earlier. The company raised its full-year 2026 outlook for revenue, margins and free cash flow, which is a direct gain for shareholders.
Total revenue was $644 million, up from $612 million in the first quarter of 2025.
GAAP diluted EPS was $0.35, versus $(0.11) a year earlier; non-GAAP diluted EPS was $1.20, versus $1.00.
Full-year 2026 total revenue guidance was raised to $2.62 billion to $2.64 billion; free cash flow guidance was raised to $590 million to $605 million.
A quarterly dividend of $0.075 per share is payable June 11, 2026, to holders of record on June 2, 2026.
StandardAero reported first-quarter 2026 revenue of $1.6 billion, up 13.3% from a year earlier, and net income of $79.9 million, up from $62.9 million. The company raised its full-year 2026 guidance for revenue, Adjusted EBITDA and Adjusted EPS, and said it announced the acquisition of Unified Turbines.
Revenue was $1,626.9 million, up 13.3% from $1,435.6 million; diluted GAAP EPS was $0.24 versus $0.19
Adjusted Diluted EPS was $0.33 versus $0.29; Adjusted EBITDA rose 2.5% to $203.2 million, with margin down 130 basis points to 12.5%
Free cash flow for the quarter was negative $133.7 million; the company repurchased about 2.0 million shares for $60.1 million
Full-year 2026 Adjusted EPS guidance is $1.40 to $1.50 and free cash flow guidance is $270 million to $300 million
Monster Beverage reported first quarter 2026 net sales of $2.35 billion, up 26.9% from $1.85 billion a year earlier, with net income up 28.6% to $569.5 million and diluted EPS of $0.58 versus $0.45. Gross margin fell to 55.0% from 56.5%, which the company attributed mainly to geographic sales mix, higher aluminum can costs and higher freight-in costs. The filing also includes a scanner data presentation and notes about $400.0 million remaining under the share repurchase authorization.
Net sales $2.35 billion, up 26.9%; net income $569.5 million, up 28.6%
Diluted EPS $0.58 versus $0.45 a year earlier; gross profit margin 55.0% versus 56.5%
Company repurchased about 1.4 million shares for about $100.0 million in Q1 2026; about $400.0 million remained authorized as of May 6, 2026
Conference call scheduled for May 7, 2026 at 2:00 p.m. Pacific Time
PDF Solutions reported first-quarter 2026 revenue of $60.1 million, up 26% from a year earlier but down from $62.4 million in the fourth quarter of 2025. GAAP net income was $4.8 million, or $0.12 per diluted share, compared with a net loss of $3.0 million a year earlier, and management reaffirmed its prior guidance of 20% annual revenue growth for 2026.
Q1 2026 total revenue was $60.1 million, up 26% year over year and down 4% from Q4 2025.
GAAP net income was $4.8 million, or $0.12 per diluted share, versus a net loss of $3.0 million, or $(0.08) per share, in Q1 2025.
Non-GAAP diluted EPS was $0.31, compared with $0.21 in Q1 2025; ending backlog was $246.4 million.
Management reaffirmed its 20% annual revenue growth guidance for 2026 and did not change it.
MBIA Inc. reported a first-quarter 2026 GAAP net loss of $40 million, or $(0.80) per diluted share, compared with a $62 million loss, or $(1.28) per share, in the first quarter of 2025. Its Adjusted Net Loss was $8 million, or $(0.16) per share, equal to the prior-year quarter, and the company made no share repurchases during the quarter, so shareholders see a smaller GAAP loss but no change in adjusted results.
GAAP net loss of $40 million, or $(0.80) per diluted share, for Q1 2026, versus $62 million, or $(1.28) per share, in Q1 2025
Adjusted Net Loss of $8 million, or $(0.16) per share, unchanged from Q1 2025
MBIA Inc. liquidity of $353 million as of March 31, 2026; $71 million of share repurchase capacity remaining as of April 30, 2026
National's insured portfolio fell $857 million in the quarter to $21.5 billion of gross par; leverage ratio improved to 23 to 1 from 24 to 1
Post Holdings reported second-quarter fiscal 2026 net sales of $2.0 billion, up 4.7%, and net earnings of $81.9 million, up 30.8%, and affirmed its fiscal 2026 Adjusted EBITDA outlook of $1,550-$1,580 million. The filing also says Nicolas Catoggio, the current Chief Operating Officer, will become President and Chief Executive Officer on October 1, 2026, while Robert V. Vitale moves to Executive Chairman, and the Board approved a new $600.0 million share repurchase authorization.
Q2 diluted EPS was $1.56, versus $1.03 a year earlier; Adjusted diluted EPS was $1.94, versus $1.41.
Q2 Adjusted EBITDA was $395.0 million, up 14.0% from $346.5 million.
Robert V. Vitale moves from President and CEO to Executive Chairman; Nicolas Catoggio becomes President and CEO, both effective October 1, 2026.
New $600.0 million buyback authorization takes effect May 9, 2026; the existing $500.0 million authorization is cancelled May 8, 2026, with $236.6 million remaining.
Globus Medical reported first-quarter 2026 net sales of $759.9 million, up 27.0% from a year earlier, and GAAP net income of $124.3 million, up 64.7%. The company reaffirmed its full-year 2026 revenue guidance of $3.18 billion to $3.22 billion and raised its non-GAAP diluted EPS guidance to $4.70 to $4.80 from $4.40 to $4.50.
Q1 2026 net sales were $759.9 million, up 27.0%; base business excluding Nevro rose 13.2% to $677.2 million
GAAP diluted EPS was $0.90 versus $0.54 a year earlier; non-GAAP diluted EPS was $1.12 versus $0.68
Full-year 2026 revenue guidance reaffirmed at $3.18 billion to $3.22 billion
Non-GAAP diluted EPS guidance raised to $4.70 to $4.80 from $4.40 to $4.50
Reinsurance Group of America reported first-quarter 2026 net income of $330 million, or $4.98 per diluted share, up from $286 million, or $4.27, a year earlier. Adjusted operating income rose to $462 million, or $6.97 per diluted share, and net premiums grew 14.3% to $4.6 billion. The company also declared a regular quarterly dividend of $0.93 per share, payable June 2, 2026.
Net income available to RGA shareholders: $330 million, or $4.98 per diluted share, versus $286 million, or $4.27, in the prior-year quarter
Adjusted operating income: $462 million, or $6.97 per diluted share, versus $5.66 per share a year earlier
Consolidated net premiums: $4.6 billion, up 14.3% from the first quarter of 2025
Quarterly dividend of $0.93 per share, payable June 2, 2026, to shareholders of record as of May 19, 2026; the company also repurchased $50 million of common shares
Callaway Golf reported first-quarter 2026 net sales of $687.5 million, up 9.2% from a year earlier, and GAAP diluted earnings per share from continuing operations of $0.38, up from $0.33. The company raised its full-year 2026 net sales and Adjusted EBITDA outlook, which matters to shareholders because it signals higher expected results for the year, though the filing notes some first-quarter timing benefits.
Net sales rose to $687.5 million from $629.6 million, with Golf Equipment up 9.5% and Apparel, Gear and Other up 8.4%.
Full-year 2026 net sales outlook raised to $2.015 billion to $2.070 billion, from $1.98 billion to $2.05 billion previously.
Full-year 2026 Adjusted EBITDA outlook raised to $211 million to $233 million, from $170 million to $195 million previously.
GAAP net income from continuing operations was $74.9 million, after a $27.7 million loss from equity method investments; the company settled $258 million of convertible notes on May 1, 2026.
News Corp reported fiscal third-quarter 2026 results for the quarter ended March 31, 2026, with revenue up 9% to $2.19 billion and net income from continuing operations up 13% to $121 million. Reported EPS from continuing operations rose to $0.16 from $0.14, and Adjusted EPS rose to $0.21 from $0.17, which shows improvement in the headline profit measures for shareholders.
Total revenues were $2.19 billion, up 9% from $2.01 billion, including a $88 million positive foreign currency impact
Total Segment EBITDA rose 18% to $343 million from $290 million, led by Digital Real Estate Services and Dow Jones
News Media Segment EBITDA fell 55% to $15 million, mainly due to lower News UK contribution and costs for the California Post
Management said it expects to meet its target of another year of record profitability and continued its enhanced buyback program
Toast reported first-quarter 2026 results, with net income of $126 million, up from $56 million a year earlier, and diluted EPS of $0.20 versus $0.09. The company raised its full-year 2026 adjusted EBITDA outlook to $790 million to $810 million, from $775 million to $795 million, which signals higher expected profitability for shareholders.
Net income was $126 million in Q1 2026, compared with $56 million in Q1 2025.
Operating income was $110 million, compared with $43 million a year earlier.
Full-year 2026 adjusted EBITDA outlook raised to $790 million to $810 million; non-GAAP subscription services and financial technology solutions gross profit growth outlook raised to 21%-23%.
Repurchased 14 million shares for $378 million year-to-date through May 6, 2026.
Microchip reported fourth quarter and fiscal 2026 results on May 7, 2026, with net sales of $1.311 billion, up 35.1% from a year earlier and above the high end of its prior guidance. GAAP net income attributable to common stockholders was $116.4 million, or $0.21 per diluted share, compared with a loss of $156.8 million a year earlier. The company guided June quarter net sales to $1.442 billion to $1.469 billion and non-GAAP EPS to $0.67 to $0.71.
Q4 net sales of $1.311 billion, up 35.1% from $970.5 million a year earlier; GAAP EPS of $0.21 versus a loss of $0.29 per share
Non-GAAP EPS of $0.57 for Q4, up from $0.11 a year earlier; fiscal 2026 non-GAAP EPS of $1.64, up 25.2%
June 2026 quarter net sales guidance of $1.442 billion to $1.469 billion; non-GAAP EPS guidance of $0.67 to $0.71
Quarterly cash dividend of 45.5 cents per common share, payable June 5, 2026 to holders of record on May 22, 2026
Funko reported first-quarter 2026 net sales of $200.9 million, up 5.3% from a year earlier, with gross margin rising to 44.2% and the net loss narrowing to $18.1 million, or $0.33 per share. The company reiterated its full-year 2026 outlook and gave second-quarter guidance of $5 million to $10 million in adjusted EBITDA, which matters to shareholders because it shows the top line and profitability both improved while the company kept its full-year targets.
Net sales were $200.9 million versus $190.7 million; Core Collectible sales rose 16.8%, while Loungefly sales fell 23.1%.
Gross margin was 44.2% versus 40.3%, which the company said is its highest reported gross margin.
Net loss was $18.1 million, or $0.33 per share, versus $28.1 million, or $0.52 per share; adjusted EBITDA was $11.3 million versus negative $4.7 million.
Full-year 2026 outlook reiterated: net sales flat to up 3% and adjusted EBITDA $70 million to $80 million. Second-quarter guidance: net sales $195 million to $205 million and adjusted EBITDA $5 million to $10 million.
CareTrust REIT reported first-quarter 2026 results that improved from a year earlier and raised its full-year 2026 guidance. Normalized FFO was $0.48 per diluted share, up from $0.42, and the company raised its quarterly dividend to $0.39 per share from $0.335. For shareholders, the filing shows higher earnings per share, a larger dividend and higher projected per-share results for 2026.
Net income attributable to CareTrust was $80.2 million, or $0.36 per diluted share, versus $0.35 a year earlier.
Normalized FFO was $107.4 million, or $0.48 per diluted share, versus $0.42 a year earlier.
2026 guidance: Normalized FFO of $2.00 to $2.04 per share and Normalized FAD of $1.98 to $2.02 per share.
Quarterly dividend increased to $0.39 per share from $0.335 per share.
ESCO Technologies reported fiscal second-quarter 2026 sales of $309 million, up 33.5% from a year earlier, with GAAP EPS from continuing operations of $1.29 and adjusted EPS of $1.91. The company raised its full-year adjusted EPS guidance to $8.00 to $8.25 per share while keeping its revenue guidance at $1.29 billion to $1.33 billion, which signals higher expected profit for shareholders.
Q2 sales rose $78 million (33.5%) to $309 million; organic sales grew 12.8%, and the Maritime acquisition added $48 million.
GAAP EPS from continuing operations was $1.29 versus $1.02; adjusted EPS was $1.91 versus $1.17.
FY2026 adjusted EPS guidance raised to $8.00 to $8.25 from $7.90 to $8.15; revenue guidance maintained at $1.29 billion to $1.33 billion.
The pending Megger Group acquisition is expected to close in Q1 of fiscal 2027.
Globalstar reported first quarter 2026 revenue of $70.1 million, up 17% from a year earlier, and income from operations of $8.2 million versus a loss of $8.5 million in the prior year's quarter. Net loss was $17.4 million, roughly flat year over year. The company also said it will no longer hold earnings calls or update its financial outlook while its pending merger with Amazon is outstanding.
Q1 2026 total revenue was $70.1 million, up from $60.0 million; service revenue rose $9.6 million, mainly from wholesale capacity services.
Adjusted EBITDA was $33.5 million versus $30.4 million; net loss was $17.4 million versus $17.3 million.
Cash and cash equivalents were $358.4 million at March 31, 2026, down from $447.5 million at December 31, 2025, with capital expenditures of $116.4 million in the quarter.
Under the April 13, 2026 merger agreement with Amazon, holders can elect $90.00 cash or 0.3210 Amazon shares per Globalstar share; the Mergers are expected to close in 2027.
nLIGHT reported first quarter 2026 revenue of $80.2 million, up 55.2% from $51.7 million a year earlier, and GAAP net income of $0.6 million, or $0.01 per diluted share, compared with a net loss of $8.1 million a year earlier. For second quarter 2026, the company expects revenue of $75 million to $81 million and Adjusted EBITDA of $8 million to $12 million.
Q1 2026 revenue $80.2 million, up 55.2% from $51.7 million in Q1 2025
Q1 2026 GAAP gross margin 33.1%, up from 26.7%; operating loss narrowed to $0.7 million from $9.6 million
Q1 2026 GAAP net income $0.6 million ($0.01 per diluted share) vs. net loss of $8.1 million ($0.16 per share) in Q1 2025
Q2 2026 outlook: revenue $75 million to $81 million; Adjusted EBITDA $8 million to $12 million
QuinStreet reported results for the fiscal third quarter ended March 31, 2026, with revenue of $346.1 million, up 28% year-over-year, and GAAP net income of $7.4 million, or $0.13 per diluted share. The company expects fiscal fourth-quarter revenue of $350 million to $370 million and adjusted EBITDA of $37 million to $43 million, both described as new quarterly records.
Q3 revenue of $346.1 million, up 28% year-over-year; GAAP net income of $7.4 million versus $4.4 million a year earlier
Q3 adjusted EBITDA of $29.6 million, up 53% year-over-year; operating cash flow of $36.9 million
Fiscal Q4 guidance: revenue of $350 million to $370 million and adjusted EBITDA of $37 million to $43 million
SiriusPoint reported first-quarter 2026 results, with net income available to common shareholders of $99.6 million, or $0.82 per diluted share, compared with $57.6 million a year earlier. Operating earnings per share rose 37% to $0.70, and the Core combined ratio improved to 88.9% from 95.4%, driven mainly by lower catastrophe losses. The company also increased its 2026 share repurchase commitment by $74 million to $174 million.
Net income available to common shareholders of $99.6 million ($0.82 diluted EPS) versus $57.6 million in Q1 2025
Operating EPS of $0.70 versus $0.51, up 37%; annualized return on equity 17.4% versus 12.9%
Core combined ratio 88.9% versus 95.4%; catastrophe losses of $5.4 million versus $67.9 million
Net written premium fell 7.3% to $696.8 million; net investment income fell to $66.4 million from $71.2 million
Corpay reported first-quarter 2026 revenue of $1,261.0 million, up 25%, and adjusted net income per diluted share of $5.80, up 29%. The company raised its full-year 2026 guidance, citing first-quarter over-performance, higher expected fuel prices and first-quarter trends running ahead of its expectations. GAAP results include a gain on the sale of a business that added about $81 million to net income, and the company repurchased 2.4 million shares for $786 million during the quarter.
Revenue rose 25% to $1,261.0 million from $1,005.7 million; organic revenue growth was 11%.
Adjusted EPS rose 29% to $5.80 from $4.51; GAAP diluted EPS rose 49% to $5.07, including about $1.19 per share from the business sale gain.
Full-year 2026 adjusted EPS guidance is now $26.30 to $27.10, and revenue guidance is $5.250 billion to $5.330 billion.
Second-quarter 2026 outlook calls for revenue of about $1.295 billion and adjusted EPS of $6.55 at the midpoint.
Synaptics reported fiscal third-quarter 2026 revenue of $294.2 million, up 10% from a year earlier, with Core IoT product sales up 31%. The GAAP net loss narrowed to $8.0 million, or $0.21 per share, from $21.8 million, or $0.56 per share, a year earlier, while non-GAAP diluted EPS rose to $1.09 from $0.90. The company guided fourth-quarter revenue to $305 million, plus or minus $10 million, and non-GAAP EPS to $1.20, plus or minus $0.15.
Revenue of $294.2 million, up 10% from $266.6 million a year earlier; Core IoT product sales grew 31%.
GAAP net loss of $8.0 million, or $0.21 per share, versus a $21.8 million loss ($0.56 per share) a year earlier.
Non-GAAP diluted EPS of $1.09, up from $0.90 a year earlier.
Fourth-quarter fiscal 2026 outlook: revenue of $305 million plus or minus $10 million; non-GAAP EPS of $1.20 plus or minus $0.15.
BioLife Solutions reported unaudited first-quarter 2026 results, with revenue of $27.5 million, up 25% from $22.1 million a year earlier, and GAAP net income of $1.2 million, compared with $0.3 million. The company reiterated its full-year 2026 revenue guidance of $112.5 million to $115.0 million, which matters to shareholders because it signals the company expects to keep its growth pace for the year.
Q1 2026 revenue was $27.5 million, up $5.4 million or 25% from $22.1 million in Q1 2025.
GAAP net income was $1.2 million, or $0.02 per share, compared with $0.3 million, or $0.01 per share, in Q1 2025.
Adjusted EBITDA was $6.2 million, or 22% of revenue, compared with $5.4 million, or 24% of revenue, a year earlier.
2026 revenue guidance of $112.5 million to $115.0 million, representing 17% to 20% growth, was reiterated; cash and marketable securities were $111.5 million at March 31, 2026.
JFrog reported first quarter 2026 revenue of $154.0 million, up 26% from a year earlier, with cloud revenue up 50% to $78.9 million. The GAAP net loss narrowed to $8.3 million, or $0.07 per share, from $18.5 million, and non-GAAP diluted earnings per share were $0.27 versus $0.20. The company also issued full-year 2026 revenue guidance of $628 million to $632 million and authorized a share repurchase program of up to $300 million.
Q1 2026 revenue was $154.0 million, up 26% year over year; cloud revenue was $78.9 million, up 50%.
GAAP net loss was $8.3 million ($0.07 per share) versus $18.5 million ($0.16 per share) in Q1 2025.
Outlook: Q2 2026 revenue of $154 million to $156 million; full-year 2026 revenue of $628 million to $632 million.
Board authorized a share repurchase program of up to $300 million.
Genpact reported first-quarter 2026 net revenues of $1.296 billion, up 6.7% year-over-year, and diluted earnings per share of $0.86, up 17.8%. The company also gave second-quarter and full-year 2026 outlooks, including full-year net revenue growth of at least 7%, which matters to shareholders as a signal of expected near-term growth.
Net income was $148 million, up 13.1%; Advanced Technology Solutions revenue rose 24.3% to $345 million.
Cash used in operations was $24 million, compared with $40 million generated in the first quarter of 2025.
Q2 2026 net revenue outlook is $1.324 billion to $1.336 billion; full-year adjusted diluted EPS growth is expected to exceed 10%.
The company repurchased about 1.8 million shares for roughly $70 million during the quarter.
Astrana Health reported first-quarter 2026 revenue of $965.1 million, up 56% from a year earlier, and net income attributable to the company of $14.4 million, up 116%. The company reiterated its full-year 2026 revenue and Adjusted EBITDA guidance and gave a second-quarter outlook, so shareholders see both higher reported profit and a steady forecast.
Total revenue of $965.1 million, up 56% from $620.4 million; diluted EPS of $0.29 versus $0.14
Net income attributable to Astrana of $14.4 million, up 116% from $6.7 million; Adjusted EBITDA of $66.3 million, up 82%
Q2 2026 guidance: total revenue of $965 million to $1,000 million and Adjusted EBITDA of $65 million to $70 million
Full-year 2026 guidance reiterated: total revenue of $3.8 billion to $4.1 billion and Adjusted EBITDA of $250 million to $280 million
OUTFRONT Media reported first-quarter 2026 revenue of $429.6 million, up 10.0% from a year earlier, and net income attributable to the company of $19.1 million, compared with a net loss of $20.6 million in the same period of 2025. The board also declared a quarterly cash dividend of $0.30 per share, payable June 30, 2026, which matters to shareholders as a routine cash return.
Revenue of $429.6 million, up $38.9 million, or 10.0%, from the first quarter of 2025
Net income attributable to OUTFRONT of $19.1 million, or $0.11 per diluted share, versus a net loss of $20.6 million, or $0.14 per share, a year earlier
Adjusted OIBDA of $100.4 million, up 56.4%; AFFO attributable to OUTFRONT of $61.0 million
Quarterly dividend of $0.30 per share payable June 30, 2026, to holders of record at the close of business on June 5, 2026
HubSpot reported first-quarter 2026 revenue of $881.0 million, up 23% from a year earlier, and GAAP net income of $32.6 million, or $0.62 per diluted share, compared with a net loss of $21.8 million a year earlier. The company also issued guidance for the second quarter and full year 2026, with full-year non-GAAP net income per diluted share expected at $13.04 to $13.12.
Q1 2026 total revenue was $881.0 million, up 23% as reported and 18% in constant currency.
GAAP operating income was $27.9 million (3.2% margin), compared with an operating loss of $27.5 million in Q1 2025.
Second-quarter 2026 revenue is guided to $897.0 million to $898.0 million; full-year 2026 revenue is guided to $3.700 billion to $3.708 billion.
The company repurchased $211.0 million of common stock in the quarter, leaving $789.0 million of its $1 billion authorization available.
Natural Grocers by Vitamin Cottage reported fiscal second-quarter 2026 results for the three months ended March 31, 2026, with net sales up 0.5% to $337.4 million and net income up 2.5% to $13.4 million, or $0.58 per diluted share. The company narrowed its fiscal 2026 outlook, raising the low end of its diluted EPS range to $2.07 while lowering the top of its comparable store sales growth range to 2.5%, which signals a more modest sales view for shareholders.
Net sales rose $1.6 million, or 0.5%, to $337.4 million, and daily average comparable store sales rose 0.5%.
Diluted EPS was $0.58 versus $0.56 a year earlier; six-month diluted EPS was $1.07 versus $0.99.
Fiscal 2026 diluted EPS outlook is now $2.07 to $2.15 (prior $2.00 to $2.15); comparable store sales growth is now 1.5% to 2.5% (prior 1.5% to 4.0%).
A quarterly cash dividend of $0.15 per share was declared, payable June 3, 2026 to holders of record on May 18, 2026.
FIGS reported first quarter 2026 net revenues of $159.9 million, up 28.0% year over year, and net income of $6.3 million, or $0.03 per diluted share, compared with a net loss of $0.1 million a year earlier. The company raised its full year 2026 outlook to net revenues growth of 14% to 16% and adjusted EBITDA margin of 13.0% to 13.2%, but free cash flow was negative $5.6 million for the quarter.
Net revenues were $159.9 million, up 28.0%; U.S. revenues rose 24.1% to $131.6 million and international revenues rose 49.9% to $28.3 million.
Net income was $6.3 million, or $0.03 per diluted share, versus a net loss of $0.1 million in the first quarter of 2025.
Full year 2026 outlook: net revenues growth of 14% to 16% and adjusted EBITDA margin of 13.0% to 13.2%.
Free cash flow was negative $5.6 million, compared with positive $7.9 million in the first quarter of 2025; active customers reached 3.0 million, up 12.2%.
Arlo Technologies reported first-quarter 2026 results for the period ended March 29, 2026, with total revenue of $150.4 million and GAAP net income of $14.9 million, which included a $6.4 million gain from selling its Origin Wireless investment. The company also gave second-quarter 2026 guidance of $145 million to $155 million in revenue and GAAP diluted EPS of $0.00 to $0.06, which shows a wide range on the GAAP profit measure.
Total revenue of $150.4 million for the quarter, compared with $119.1 million a year earlier
GAAP net income of $14.9 million; GAAP basic EPS of $0.14 and diluted EPS of $0.13; non-GAAP EPS of $0.28
Second-quarter 2026 outlook: revenue of $145 million to $155 million; GAAP EPS of $0.00 to $0.06 and non-GAAP EPS of $0.17 to $0.23
Repurchased $8.0 million of common stock in the first quarter under a newly authorized $50 million program; acquired Aloe Care Health in April
Lyft reported first-quarter 2026 results on May 7, 2026, with revenue of $1.7 billion, up 14% year over year, and net income of $14.2 million, compared with $2.6 million a year earlier. The company also gave second-quarter 2026 guidance of $5.30 billion to $5.43 billion in Gross Bookings and $160 million to $180 million in Adjusted EBITDA.
Gross Bookings of $4.9 billion, up 19% year over year; revenue of $1.7 billion, up 14%.
Net income of $14.2 million versus $2.6 million in Q1 2025; Adjusted EBITDA of $132.8 million, up 25%.
Q2 2026 outlook: Gross Bookings of $5.30 billion to $5.43 billion and Adjusted EBITDA of $160 million to $180 million.
Lyft closed its acquisition of Gett's UK business during the week of the release.
Republic Services reported first-quarter 2026 net income of $525 million, or $1.70 per diluted share, up from $495 million, or $1.58 per share, a year earlier. Revenue rose 2.6% to $4.113 billion, and the board declared a quarterly dividend of $0.625 per share, up from $0.580 in the prior-year period.
Q1 2026 revenue of $4.113 billion, up 2.6% from $4.009 billion in Q1 2025
Diluted EPS of $1.70 vs. $1.58; net income of $525 million vs. $495 million
Adjusted EBITDA margin of 32.1%, up 50 basis points; adjusted free cash flow of $984 million
Quarterly dividend of $0.625 per share, record date July 2, 2026, payable July 15, 2026
Intensity Therapeutics reported a first quarter 2026 net loss of $2.4 million, down from $3.3 million a year earlier, as research and development expenses fell to $1.2 million from $2.2 million. Cash and cash equivalents were $10.2 million at March 31, 2026, down from $11.9 million at December 31, 2025, and the company said it will resume enrollment in its INVINCIBLE-3 Phase 3 trial, which had been paused for funding reasons, by the third quarter of 2026.
Net loss was $2.4 million for the three months ended March 31, 2026, versus $3.3 million a year earlier
Research and development expenses were $1.2 million, down from $2.2 million, mainly due to lower INVINCIBLE-3 Study costs
General and administrative expenses rose to $1.3 million from $1.2 million, driven by an estimated bonus accrual
Cash and cash equivalents were $10.2 million at March 31, 2026, versus $11.9 million at December 31, 2025
Paylocity reported third-quarter fiscal 2026 results for the period ended March 31, 2026, with total revenue up 10.5% and GAAP net income up to $111.3 million from $91.5 million a year earlier. The board also approved a $1.0 billion increase to the share repurchase authorization, leaving $1.35 billion available as of May 7, 2026, which gives the company more room to buy back its own stock.
Q3 fiscal 2026 total revenue was $502.3 million, up 10.5% year over year; recurring and other revenue was $469.9 million, up 11.6%.
GAAP net income was $111.3 million, or $2.05 per diluted share, compared with $1.61 per diluted share a year earlier.
Fiscal 2026 total revenue guidance is $1.755 billion to $1.760 billion, and the CEO said the company increased its revenue and profitability guidance.
The board approved a $1.0 billion increase to the repurchase program, and the company had repurchased $350 million, or 2.3 million shares, in the first nine months of fiscal 2026.
Rocket Lab reported first-quarter 2026 revenue of $200.3 million, up 63.5% from $122.6 million a year earlier, and a net loss of $45.0 million, compared with $60.6 million in the same period of 2025. It also guided second-quarter 2026 revenue to $225 million to $240 million, which would be above the first quarter's level.
Q1 2026 revenue was $200.3 million, up 63.5% from $122.6 million in Q1 2025.
Net loss was $45.0 million, or $0.07 per share, versus $60.6 million, or $0.12 per share, a year earlier.
Q2 2026 guidance: revenue of $225 million to $240 million and GAAP gross margin of 33% to 35%.
Backlog was $2.2 billion at March 31, 2026, and the company said it had access to more than $2 billion in total liquidity.
Amneal Pharmaceuticals reported first-quarter 2026 net revenue of $723 million, up 4% from $695 million a year earlier, and GAAP net income attributable to the company of $62 million, up from $12 million. The company affirmed the full-year 2026 guidance it raised on April 22, 2026, which calls for net revenue of $3.05 billion to $3.15 billion and adjusted diluted EPS of $0.95 to $1.05.
Q1 2026 diluted EPS was $0.19 versus $0.04 in Q1 2025; adjusted diluted EPS was $0.27, up 29%.
Adjusted EBITDA was $202 million, up 19% from $170 million in Q1 2025.
Specialty net revenue rose 23%, while AvKARE net revenue fell 4%.
Net cash used in operating activities was $26.7 million in Q1 2026, compared with $7.4 million provided in Q1 2025.
Warner Music Group reported fiscal second-quarter results for the period ended March 31, 2026, with revenue of $1,732 million, up 17% from $1,484 million a year earlier. Net income rose to $181 million from $36 million, and diluted earnings per share were $0.34 versus $0.07. The board also declared a regular quarterly dividend of $0.19 per share.
Revenue was $1,732 million, up 17% (12% in constant currency) from $1,484 million
Operating income rose 57% to $264 million; Adjusted OIBDA rose 31% to $397 million
Diluted EPS was $0.34 versus $0.07; Adjusted EPS was $0.44 versus $0.32
Quarterly dividend of $0.19 per share is payable June 2, 2026, to holders of record on May 26, 2026
Mitek Systems reported fiscal second-quarter 2026 revenue of $54.8 million, up 6% from a year earlier, and GAAP net income of $9.5 million, up from $9.2 million. The company raised its full-year fiscal 2026 revenue and adjusted EBITDA margin guidance, which points to higher expected revenue for shareholders, though GAAP gross margin fell.
Q2 revenue was $54.8 million versus $51.9 million a year ago; SaaS revenue rose 18% to $21.2 million.
GAAP net income was $9.5 million, or $0.20 per diluted share, versus $9.2 million, or $0.20, a year ago.
Fiscal 2026 total revenue guidance was raised to $189 million to $198 million; fiscal third-quarter revenue guidance is $49 million to $53 million.
GAAP gross profit margin was 78.8%, down from 81.2% a year ago; cash and investments were $77.6 million at March 31, 2026, after retiring $155 million of convertible notes.
McKesson reported fiscal fourth-quarter and full-year results for the period ended March 31, 2026, with revenue up 6% in the quarter and 12% for the year. It also set fiscal 2027 adjusted earnings per diluted share guidance of $43.80 to $44.60, which the company says implies 12% to 14% growth, and raised its share repurchase authorization to $7.7 billion.
Fourth-quarter revenue was $96.3 billion, up 6%, and GAAP earnings per diluted share were $13.71, up from $10.01.
Full-year adjusted earnings per diluted share were $39.11, up 18% from $33.05, and full-year GAAP earnings per diluted share were $38.38.
Fiscal 2027 adjusted earnings per diluted share guidance is $43.80 to $44.60; the company reaffirmed its long-term growth target of 13% to 16%.
The Board approved an additional $5.0 billion repurchase authorization, bringing the total to $7.7 billion as of April 2026, and the company entered into a $2.25 billion accelerated share repurchase program.
Century Aluminum reported first quarter 2026 net sales of $649.2 million, up from $633.7 million in the prior quarter, and net income attributable to Century of $337.5 million, which includes a one-time $287.9 million gain on the sale of Hawesville. Adjusted EBITDA attributable to Century rose to $231.4 million, and the company expects second quarter Adjusted EBITDA of $315 million to $335 million, but aluminum shipments fell and the reported profit is driven largely by the one-time gain.
Net sales were $649.2 million versus $633.7 million in Q4 2025, while aluminum shipments fell to 122,865 tonnes from 140,257 tonnes.
Net income attributable to Century was $337.5 million, or $3.23 diluted EPS, including the $287.9 million Hawesville gain; adjusted EPS was $1.63 versus $1.25.
Adjusted EBITDA attributable to Century was $231.4 million, up $60.8 million from the prior quarter.
The company expects second quarter 2026 Adjusted EBITDA of $315 million to $335 million, and reported liquidity of $611.0 million at March 31, 2026.
Texas Roadhouse reported first-quarter 2026 revenue of $1.63 billion, up 12.8% from a year earlier, and diluted earnings per share of $1.87, up 9.6%. Restaurant margin fell 36 basis points to 16.3% as commodity and labor inflation rose, and management raised its 2026 commodity inflation estimate to 6% to 7%. The company also declared a $0.75 quarterly dividend payable June 30, 2026.
Total revenue $1,633,166 thousand vs. $1,447,648 thousand; net income attributable to the company $123.4 million vs. $113.7 million
Comparable restaurant sales rose 7.1%; comparable sales in the first five weeks of Q2 rose 6.5%
Restaurant margin was 16.3% vs. 16.6%; 2026 commodity inflation expectation updated to 6% to 7%
Quarterly dividend of $0.75 per share payable June 30, 2026, to holders of record on June 2, 2026
Maravai LifeSciences reported first-quarter 2026 revenue of $65.8 million, up 40.5% from a year earlier, and a net loss of $6.4 million, compared with a $52.9 million loss in the prior-year quarter. The company raised its full-year 2026 revenue and Adjusted EBITDA guidance, though the TriLink revenue jump includes $14.3 million of high-volume COVID-19 vaccine CleanCap orders.
Q1 2026 revenue was $65.8 million, up from $46.9 million; TriLink revenue rose 65.1% and Cygnus rose 1.4%
Net loss narrowed to $(6.4) million from $(52.9) million; Adjusted EBITDA was $20.3 million versus $(10.5) million
Full-year 2026 revenue guidance raised to $205.0 million to $215.0 million from $200.0 million to $210.0 million
Full-year 2026 Adjusted EBITDA guidance raised to $30.0 million to $32.0 million from $18.0 million to $20.0 million; free cash flow was $4.2 million
MP Materials reported first-quarter 2026 results for the three months ended March 31, 2026. Revenue rose 49% year over year to $90.6 million, and net loss narrowed to $8.0 million from $22.6 million, with Adjusted EBITDA of $36.6 million compared with a loss of $2.7 million a year earlier. The company also reported $42.3 million of price protection agreement income, which is separate from revenue.
Revenue of $90.6 million, up 49% year over year, driven by higher NdPr oxide and metal sales
Net loss of $8.0 million, or $(0.04) per diluted share, versus a net loss of $22.6 million, or $(0.14), in the prior-year quarter
Adjusted EBITDA of $36.6 million, versus a loss of $2.7 million a year earlier
Price protection agreement income of $42.3 million; the filing reports a $8.8 million construction-related litigation settlement within transaction-related costs
Wynn Resorts reported first-quarter 2026 operating revenues of $1.86 billion, up $156.4 million from a year earlier, and net income attributable to the company of $120.5 million, up from $72.7 million. Diluted earnings per share were $1.04, compared with $0.69, though Wynn Macau's Adjusted Property EBITDAR fell to $75.6 million from $90.2 million. The board also declared a $0.25 per share cash dividend.
Operating revenues were $1.86 billion, up $156.4 million from $1.70 billion in Q1 2025.
Net income attributable to Wynn Resorts was $120.5 million, or $1.04 per diluted share, versus $72.7 million, or $0.69, a year earlier.
Adjusted Property EBITDAR was $562.4 million, up from $532.9 million; Wynn Macau's fell to $75.6 million from $90.2 million.
Cash dividend of $0.25 per share is payable May 29, 2026, to holders of record as of May 18, 2026.
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