secwatch / observer

Earnings Releases

Quarterly and annual results disclosed under 8-K Item 2.02.

8-K items 2.02 JSON
IBCP INDEPENDENT BANK CORP /MI/

INDEPENDENT BANK CORP /MI/ reported the quarter ended March 31, 2026 results: net income net income of $16.9 million, or $0.81 per diluted share, EPS $0.81 per diluted share.

“Independent Bank Corporation (NASDAQ: IBCP) reported first quarter 2026 net income of $16.9 million, or $0.81 per diluted share, versus net income of $15.6 million, or $0.74 per diluted share, in the prior-year period.”
GRC GORMAN RUPP CO

GORMAN RUPP CO reported first quarter ended March 31, 2026 results: revenue $176.6 million, net income $17.8 million, or $0.68 per share, EPS $0.68 per share.

“Ohio – April 23, 2026 – The Gorman-Rupp Company (NYSE: GRC) reports financial results for the first quarter ended March 31, 2026. First Quarter 2026 Highlights • Net sales of $176.6 million increased 7.7%, or $12.7 million, compared to the first quarter of 2025 • Record net income of $17.8 million, or $0.68 per share, compared to net income of $12.1 million, or”
AMERICAN AIRLINES, INC.

AMERICAN AIRLINES, INC. reported first-quarter 2026 results: revenue $13.9 billion, net income $382 million, EPS ($0.58) per diluted share.

“Record first-quarter revenue of $13.9 billion • First-quarter GAAP net loss of $382 million, or ($0.58) per diluted share”
HAS HASBRO, INC.

HASBRO, INC. reported Fiscal first quarter ended March 29, 2026 results: revenue $970 million to $985 million. Guidance reaffirmed.

“Financial Results Today, the Company announced certain unaudited preliminary financial information related to the first quarter ended March 29, 2026: • Revenue of approximately $970 million to $985 million (+9-11% vs LY) • Operating profit of approximately $235 million to $245 million (+38%-44% vs LY) • Adjusted operating profit of approximately $250 million to $260”
HBAN HUNTINGTON BANCSHARES INC /MD/

HUNTINGTON BANCSHARES INC /MD/ reported the quarter ended March 31, 2026 results: net income $523 million, EPS $0.25 per common share.

“repurchase authorization, replacing the prior authorization. COLUMBUS, Ohio – Huntington Bancshares Incorporated (Nasdaq: HBAN) reported net income for the 2026 first quarter of $523 million, or $0.25 per common share, an increase of $4 million, or 1%, from the prior quarter, and a decrease of $4 million, or 1%, from the year-ago quarter, inclusive of $271 million of”
AXP AMERICAN EXPRESS CO

AMERICAN EXPRESS CO reported full-year 2026 results: revenue 9 to 10 percent revenue growth, EPS $17.30 to $17.90. Guidance reaffirmed.

“we’re reaffirming our full-year 2026 guidance for 9 to 10 percent revenue growth and EPS of $17.30 to $17.90, and decided to increase our investments in marketing and technology to capitalize on long-term growth opportunities.”
AXP AMERICAN EXPRESS CO

AMERICAN EXPRESS CO reported first-quarter 2026 results: revenue $18,907, net income $2,971, EPS $4.28.

“Total Revenues Net of Interest Expense FX-adjusted 1 $18,907 $16,967 $17,210 11% 10% Net Income $2,971 $2,584 15% Diluted Earnings Per Common Share (EPS) 2 $4.28 $3.64 18%”
INTC INTEL CORP

INTEL CORP reported first quarter ended March 28, 2026 results: revenue $13.6 billion, net income $(3.7) billion, EPS $(0.73).

“Corporation 2200 Mission College Blvd. Santa Clara, CA 95054-1549 News Release Intel Reports First-Quarter 2026 Financial Results News Summary ▪ First-quarter revenue was $13.6 billion, up 7% year-over-year (YoY). ▪ First-quarter earnings (loss) per share (EPS) attributable to Intel was $(0.73); non-GAAP EPS attributable to Intel was $0.29. ▪ Forecasting”
CASS CASS INFORMATION SYSTEMS INC

CASS INFORMATION SYSTEMS INC reported first quarter of 2026 results: net income $8,739 thousand net income from continuing ops; $8,832 thousand net income, EPS $0.66 diluted EPS from continuing ops; $0.67 diluted EPS.

“Inc. (Nasdaq: CASS ) (the Company or Cass) today reported its first quarter 2026 earnings. First Quarter Financial Highlights • Net income and diluted earnings per share of $8.8 million and $0.67, respectively. • Adjusted net income and adjusted diluted earnings per share from continuing operations of $8.7 million and $0.66, respectively, increases of 23.7% and”
CASS CASS INFORMATION SYSTEMS INC

CASS INFORMATION SYSTEMS INC reported first quarter 2026 results: net income $8.8 million, EPS $0.67.

“First Quarter Financial Highlights • Net income and diluted earnings per share of $8.8 million and $0.67, respectively.”
CASS CASS INFORMATION SYSTEMS INC

CASS INFORMATION SYSTEMS INC reported first quarter of fiscal 2026 results: net income $8.8 million, EPS $0.67 diluted earnings per share; $0.66 adjusted diluted eps from continuing ops.

“Inc. (Nasdaq: CASS ) (the Company or Cass) today reported its first quarter 2026 earnings. First Quarter Financial Highlights • Net income and diluted earnings per share of $8.8 million and $0.67, respectively. • Adjusted net income and adjusted diluted earnings per share from continuing operations of $8.7 million and $0.66, respectively, increases of 23.7% and”
FFBC FIRST FINANCIAL BANCORP /OH/

FIRST FINANCIAL BANCORP /OH/ reported the three months ended March 31, 2026 results: revenue $265.3 million on an adjusted (1) basis, net income $74.4 million, EPS $0.71 per diluted common share.

“in such filing. --- EX-99.1 (EX-99.1) --- First Financial Bancorp Announces First Quarter 2026 Financial Results • Earnings per diluted share of $0.71; $0.77 on an adjusted (1) basis • Return on average assets of 1.34%; 1.45% on an adjusted (1) basis • Net interest margin on FTE basis (1) of 3.99% • Record quarterly revenue of $265.3 million on an”
CNOB ConnectOne Bancorp, Inc.

ConnectOne Bancorp, Inc. reported first quarter of 2026 results: net income $36.3 million, EPS $0.72.

“today reported net income available to common stockholders of $36.3 million for the first quarter of 2026”
VLY VALLEY NATIONAL BANCORP

VALLEY NATIONAL BANCORP reported first quarter 2026 results: net income 163.9 million, EPS 0.28.

“Valley National Bancorp ( NASDAQ:VLY ), the holding company for Valley National Bank, today reported net income for the first quarter 2026 of $163.9 million, or $0.28 per diluted common share”
ACNB ACNB CORP

ACNB CORP reported three months ended March 31, 2026 results: revenue $32.5 million, net income $13.7 million, EPS $1.32.

“risk management, and creating long-term value for our shareholders.” Net Interest Income and Margin Net interest income for the three months ended March 31, 2026 totaled $32.5 million, an increase of $5.4 million from the three months ended March 31, 2025 and a decrease of $336 thousand from the three months ended December 31, 2025. The FTE net interest margin”
STBA S&T BANCORP INC

S&T BANCORP INC reported financial results for three months ended March 31, 2026.

“On April 23, 2026 S&T Bancorp, Inc. (S&T) announced by press release its earnings for the three months ended March 31, 2026.”
FRAF FRANKLIN FINANCIAL SERVICES CORP /PA/

FRANKLIN FINANCIAL SERVICES CORP /PA/ reported first quarter ended March 31, 2026 results: net income $6.6 million, EPS $1.48 per diluted share.

“Net income: $6.6 million ($1.48 per diluted share) for the first quarter of 2026. This is an increase of $594 thousand (9.8%) compared to $6.0 million ($1.35 per diluted share) for the fourth quarter of 2025 and an increase of $2.7 million (69.2%) compared to $3.9 million ($0.88 per diluted share) for the first quarter of 2025.”
CHCO CITY HOLDING CO

CITY HOLDING CO reported first quarter ended March 31, 2026 results: net income $31.7 million, EPS $2.20 per share.

“today announced net income of $31.7 million and diluted earnings of $2.20 per share for the quarter ended March 31, 2026.”
UBSI UNITED BANKSHARES INC/WV

UNITED BANKSHARES INC/WV reported the first quarter of 2026 results: net income $124.2 million, or $0.89 per diluted share, EPS $0.89 per diluted share.

“United Bankshares, Inc. (NASDAQ: UBSI) (“United”), today reported earnings for the first quarter of 2026 of $124.2 million, or $0.89 per diluted share.”
ORI OLD REPUBLIC INTERNATIONAL CORP

OLD REPUBLIC INTERNATIONAL CORP reported the first quarter 2026 results: revenue $1.97 billion, net income $330.0 million, EPS $ 1.32.

“Old Republic International Corporation (NYSE: ORI) today reported the following results for the first quarter 2026: • Net income of $330.0 million, compared to $245.0 million last year. • Net income excluding investment gains (net operating income) of $170.5 million, compared to $201.7 million last year. • Net operating income per diluted share of $0.68, compared to $0.81 last year. • Consolidated net premiums and fees earned of $1.97 billion, compared to nearly $1.85 billion last year. • Net investment income of $178.0 million, compared to $170.7 million last year. • Consolidated combined ratio of 96.6%, compared to 93.7% last year. • Favorable loss reserve development of 1.5 points, compared to 2.6 points last year. • Book value per share of $24.53, inclusive of dividends declared, up 2.6% since year-end 2025. • Annualized operating return on equity of 11.5%. • Total capital returned to shareholders of $237.5 million. Dollar amounts (other than per share amounts) are presented in mil”
PKG PACKAGING CORP OF AMERICA

PACKAGING CORP OF AMERICA reported first quarter 2026 results: revenue $2.4 billion, net income $171 million, EPS $1.91 per share.

“Packaging Corporation of America (NYSE: PKG) today reported first quarter 2026 net income of $171 million, or $1.91 per share, and net income of $215 million, or $2.40 per share, excluding special items. First quarter net sales were $2.4 billion in 2026 and $2.1 billion in 2025.”
LYTS LSI INDUSTRIES INC

LSI INDUSTRIES INC reported fiscal 2026 third quarter ended March 31, 2026 results: revenue $150.5 million, net income $2.1 million, EPS $0.06.

“● Net Sales of $150.5 million, +14% y/y; net sales excluding Royston +9% y/y ● Net Income $2.1 million; Adjusted Net Income $9.6 million, +52% y/y ● Diluted EPS of $0.06; Adjusted Diluted EPS of $0.28”
BPOP POPULAR, INC.

POPULAR, INC. reported the quarter ended March 31, 2026 results: net income $245.7 million, EPS $3.78.

“unless otherwise expressly stated in such filing. --- EX-99.1 (EX-99.1) --- EX-99.1 Exhibit 99.1 Popular, Inc. Announces First Quarter 2026 Financial Results • Net income of $245.7 million in Q1 2026, compared to net income of $233.9 million in Q4 2025. • Compared to adjusted net income in Q4 2025 of $224.2 million, which excluded a $9.7 million, net of tax,”
SSB SouthState Bank Corp

SouthState Bank Corp reported financial results for three-month period ended March 31, 2026.

“On April 23, 2026, SouthState Bank Corporation (“SouthState” or the “Company”) issued a press release announcing its financial results for the three-month period ended March 31, 2026, along with certain other financial information.”
HON HONEYWELL INTERNATIONAL INC

HONEYWELL INTERNATIONAL INC updated its the first quarter guidance (reaffirmed).

“On April 23, 2026, Honeywell International Inc. (the “Company”) issued a press release announcing its first quarter 2026 earnings, which is furnished herewith as Exhibit 99.”
ASB ASSOCIATED BANC-CORP

ASSOCIATED BANC-CORP reported the quarter ended March 31, 2026 results: net income $117 million, EPS $0.70 per common share.

“Associated Banc-Corp Reports First Quarter 2026 Net Income Available to Common Equity of $117 Million, or $0.70 per Common Share”
WKC WORLD KINECT CORP

WORLD KINECT CORP reported first quarter of 2026 results: revenue $9,685 million, net income GAAP net income of $26 million, EPS $0.50 per diluted share. Guidance raised.

“World Kinect Corporation Reports First Quarter 2026 Results Strong First Quarter 2026 Results and Raises Fiscal Year 2026 Adjusted EPS Guidance MIAMI—April 23, 2026—World Kinect Corporation (NYSE: WKC) today reported financial results for the first quarter of 2026. First Quarter 2026 Highlights • Gross profit of $271 million • Adjusted gross profit of $254 million • GAAP net income of $26 million, or $0.50 per diluted share • Adjusted net income of $39 million, or $0.75 per diluted share • Adjusted EBITDA of $94 million • Repurchased $75 million of common stock”
CSL CARLISLE COMPANIES INC

CARLISLE COMPANIES INC updated its the first quarter ended March 31, 2026 guidance (reaffirmed).

“On April 23, 2026, Carlisle Companies Incorporated (the “Company”) issued a press release regarding the Company’s financial results for the first quarter ended March 31, 2026.”
NBTB NBT BANCORP INC

NBT BANCORP INC reported the three months ended March 31, 2026 results: net income $51.1 million, EPS $0.98 per diluted common share.

“NBT Bancorp Inc. (“NBT” or the “Company”) (NASDAQ: NBTB) reported net income and diluted earnings per share for the three months ended March 31, 2026. Net income for the first quarter of 2026 was $51.1 million, or $0.98 per diluted common share, compared to $36.7 million, or $0.77 per diluted common share, for the first quarter of 2025, and $55.5 million, or $1.06 per diluted common share, for the fourth quarter of 2025.”
SKYW SKYWEST INC

SKYWEST INC reported the three months ended March 31, 2026 results: revenue $1.0 billion, net income $102 million, EPS $2.50 per diluted share.

“provides to our customers. I want to thank our people for their good work through the challenging winter conditions of the first quarter.” Financial Results Revenue was $1.0 billion in Q1 2026, up $65 million, or 7%, from $948 million in Q1 2025. SkyWest’s Q1 2026 block hour production increased 3% compared to Q1 2025, which reflects higher fleet utilization”
NKSH NATIONAL BANKSHARES INC

NATIONAL BANKSHARES INC reported the three months ended March 31, 2026 results: net income $5.0 million, EPS $0.78 per diluted common share.

“The Company reported net income of $5.0 million or $0.78 per diluted common share for the three months ended March 31, 2026.”
FCNCA FIRST CITIZENS BANCSHARES INC /DE/

FIRST CITIZENS BANCSHARES INC /DE/ reported financial results for the quarter ended March 31, 2026.

“On April 23, 2026, First Citizens BancShares, Inc. (“BancShares”) announced its results of operations for the quarter ended March 31, 2026.”
MRTN MARTEN TRANSPORT LTD

MARTEN TRANSPORT LTD reported first quarter ended March 31, 2026 results: revenue $203.5 million, net income $1.4 million, EPS 2 cents per diluted share.

“Marten Transport, Ltd. (Nasdaq/GS:MRTN) today reported net income of $1.4 million, or 2 cents per diluted share, for the first quarter ended March 31, 2026, compared with $4.3 million, or 5 cents per diluted share, for the first quarter of 2025. Operating revenue was $203.5 million for the first quarter of 2026 compared with $223.2 million for the first quarter of 2025.”
AMP AMERIPRISE FINANCIAL INC

AMERIPRISE FINANCIAL INC reported Q1 2026 results: revenue 3175, net income 951.

“Inc. Advice & Wealth Management Segment Adjusted Operating Results Quarter Ended March 31, % Better/ (Worse) (in millions, unaudited) 2026 2025 Adjusted operating net revenues $ 3,175 $ 2,782 14% Distribution expenses 1,770 1,554 (14)% Interest and debt expense 15 12 (25)% General and administrative expenses 439 424 (4)% Adjusted operating expenses 2,224 1,990”
AMP AMERIPRISE FINANCIAL INC

AMERIPRISE FINANCIAL INC reported financial results for first quarter of 2026.

“Ameriprise Financial, Inc. furnishes herewith, on Exhibit 99.1, a press release issued April 23, 2026 announcing its financial results for the first quarter of 2026.”
PHM PULTEGROUP INC/MI/

PULTEGROUP INC/MI/ reported first quarter ended March 31, 2026 results: revenue $3.3 billion, net income $347 million, EPS $1.79 per share.

“FINANCIAL RESULTS • Earnings of $1.79 Per Share • Net New Orders Increased 3% to 8,034 Homes with a Value of $4.6 Billion • Closed 6,102 Homes Generating Home Sale Revenues of $3.3 Billion • Home Sale Gross Margin of 24.4% • Unit Backlog of 10,427 Homes with a Value of $6.5 Billion • Repurchased $308 Million of Common Shares • Board Approves $1.5 Billion Increase”
WSFS WSFS FINANCIAL CORP

WSFS FINANCIAL CORP reported financial results for the quarter ended March 31, 2026.

“On April 23, 2026, WSFS Financial Corporation (the “Registrant”) issued a press release to report earnings for the quarter ended March 31, 2026. A copy of the press release is furnished with this Form 8-K as Exhibit 99.1.”
FCX FREEPORT-MCMORAN INC

FREEPORT-MCMORAN INC reported first-quarter 2026 results: revenue $6,234 million, net income $881 million, EPS $0.61 per share.

“Net income attributable to common stock in first-quarter 2026 totaled $881 million, $0.61 per share, and adjusted net income attributable to common stock totaled $830 million, $0.57 per share.”
FCFS FirstCash Holdings, Inc.

FirstCash Holdings, Inc. updated its the three month period ended March 31, 2026 guidance (raised).

“On April 23, 2026, FirstCash Holdings, Inc. (the “Company”) issued a press release (the “Earnings Release”) announcing its financial results for the three month period ended March 31, 2026 and the Board of Directors’ declaration of a second quarter cash dividend of $0.42 per common share.”
ISBA ISABELLA BANK CORP

ISABELLA BANK CORP reported first quarter 2026 results: net income $5.0 million, EPS $0.68 per diluted share.

“Net income in first quarter 2026 was $5.0 million, or $0.68 per diluted share, compared with $3.9 million, or $0.53 per diluted share, in first quarter 2025.”
BRBS BLUE RIDGE BANKSHARES, INC.

BLUE RIDGE BANKSHARES, INC. reported the first quarter ended March 31, 2026 results: net income net income of $0.8 million, or $0.01 per diluted common share.

“and BRB Financial Group, Inc., today announced financial results for the quarter ended March 31, 2026. For the quarter ended March 31, 2026, the Company reported net income of $0.8 million, or $0.01 per diluted common share, compared to net income of $4.2 million, or $0.04 per diluted common share, for the quarter ended December 31, 2025, and a net loss of $0.4”
DCOM Dime Community Bancshares, Inc. /NY/

Dime Community Bancshares, Inc. /NY/ reported the quarter ended March 31, 2026 results: net income $32.8 million, EPS $0.75 per diluted common share.

“Part of Growth and Diversification Strategy ​ Hauppauge, NY, April 23, 2026 (GLOBE NEWSWIRE) -- Dime (NYSE: DCOM) today reported net income available to common stockholders of $32.8 million for the quarter ended March 31, 2026, or $0.75 per diluted common share, compared to net income available to common stockholders of $30.0 million, or $0.68 per diluted common”
R RYDER SYSTEM INC

RYDER SYSTEM INC reported full year 2026 results: EPS $14.05 - $14.80. Guidance raised.

“Comparable EPS (non-GAAP) increased to $14.05 - $14.80”
R RYDER SYSTEM INC

RYDER SYSTEM INC reported the three months ended March 31, 2026 results: revenue $3.1 billion, net income $93, EPS $2.34.

“year • Comparable EPS (non-GAAP) from continuing operations of $2.54, up 3% from prior year, reflects share repurchases, partially offset by lower earnings • Total revenue of $3.1 billion, consistent with prior year • Operating revenue (non-GAAP) of $2.6 billion, consistent with prior year Full Year 2026 Forecast • ROE (non-GAAP) unchanged at 17% - 18% •”
FISI FINANCIAL INSTITUTIONS INC

FINANCIAL INSTITUTIONS INC reported the first quarter ended March 31, 2026 results: net income $21.0 million, EPS $1.04 per diluted share. Guidance reaffirmed.

“The Company reported net income of $21.0 million in the first quarter of 2026, compared to net income of $20.0 million in the fourth quarter of 2025 and $16.9 million in the first quarter of 2025. After preferred stock dividends, net income available to common shareholders was $20.6 million, or $1.04 per diluted share, in the first quarter of 2026, compared to net income of $19.6 million, or $0.96 per diluted share, in the fourth quarter of 2025, and $16.5 million, or $0.81 per diluted share, in the first quarter of 2025.”
HLX HELIX ENERGY SOLUTIONS GROUP INC

HELIX ENERGY SOLUTIONS GROUP INC reported first quarter 2026 results: revenue $ 287,946, net income $(0.09) per diluted share, EPS $(0.09) per diluted share.

“of Results ​ ($ in thousands, except per share amounts, unaudited) ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Three Months Ended ​ ​ ​ ​ ​ 3/31/2026 ​ 3/31/2025 ​ 12/31/2025 ​ Revenues ​ $ 287,946 ​ $ 278,064 ​ $ 334,162 ​ Gross Profit ​ $ 8,828 ​ $ 27,538 ​ $ 50,663 ​ ​ ​ 3 % 10 % 15 % Net Income (Loss) ​ $ (13,406) ​ $ 3,072 ​ $ 8,270 ​ Basic Earnings (Loss) Per Share ​ $”
GBCI GLACIER BANCORP, INC.

GLACIER BANCORP, INC. reported the quarter ended March 31, 2026 results: net income Net income was $82.1 million, EPS Diluted earnings per share for the current quarter was $0.63 per share.

“751-4722 Ron J. Copher, CFO (406) 751-7706 GLACIER BANCORP, INC. ANNOUNCES RESULTS FOR THE QUARTER AND PERIOD ENDED MARCH 31, 2026 1st Quarter 2026 Highlights: • Net income was $82.1 million for the current quarter, an increase of $18.4 million, or 29 percent, from the prior quarter net income of $63.8 million and an increase of $27.6 million, or 51 percent, from the”
HIG HARTFORD INSURANCE GROUP, INC.

HARTFORD INSURANCE GROUP, INC. reported the quarterly period ended March 31, 2026 results: net income $851 million, EPS $3.04 per diluted share.

“First quarter 2026 net income available to common stockholders of $851 million ($3.04 per diluted share) increased 36% from $625 million ($2.15 per diluted share) over the same period in 2025.”
ROP ROPER TECHNOLOGIES INC

ROPER TECHNOLOGIES INC reported the first quarter ended March 31, 2026 results: revenue $2.10 billion, net income $509 million, EPS $4.87. Guidance raised.

“First quarter 2026 highlights • Revenue increased 11% to $2.10 billion; organic revenue was +6% and acquisition contribution was +5% • GAAP net earnings increased 54% to $509 million; adjusted net earnings increased 4% to $539 million • Adjusted EBITDA increased 8% to $797 million • Operating cash flow increased 12% to $592 million; free cash flow increased 11% to $562 million • Repurchased 4.3 million shares for $1.5 billion in Q1 (program to date: 6.0 million shares for $2.2 billion) • GAAP DEPS increased 59% to $4.87; adjusted DEPS increased 8% to $5.16”
COLB COLUMBIA BANKING SYSTEM, INC.

COLUMBIA BANKING SYSTEM, INC. reported first quarter 2026 results: revenue $594, net income $192 million, EPS $0.66.

“58.03% 57.30% 69.06% Operating efficiency ratio, as adjusted 1 53.68% 51.39% 55.11% INCOME STATEMENT ($ in millions, excl. per share data) 1Q26 4Q25 1Q25 Net interest income $594 $627 $425 Provision for credit losses $28 $23 $27 Non-interest income $83 $90 $66 Non-interest expense $394 $412 $340 Pre-provision net revenue 1 $283 $305 $151 Operating”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.