Earnings Releases

Philip Morris International Inc. reported the quarter ended March 31, 2026 results: revenue $10.1 billion, EPS Reported diluted EPS declined by 9.3% to $1.56; Adjusted Diluted EPS grew by 16.0% to $1.96.

“EPS growth in Q1, we are well positioned to continue delivering best-in-class performance in 2026." Results Highlights Net revenues increased by 9.1% (2.7% organically) to $10.1 billion, with both the smoke-free (up by 12.4%, 5.3% organically) and combustibles (up by 6.7%, 0.9% organically) businesses making meaningful contributions. Our smoke-free business”

PubMatic, Inc. reported first quarter of 2026 results: revenue approximately $62.4 million. Guidance raised.

“transitions to position the company for its next phase of growth. Strong Q1 Results Reflect Business Momentum The Company expects first quarter 2026 revenue to be approximately $62.4 million, with approximately $2.5 million in adjusted EBITDA. These figures exceed PubMatic’s previously-issued first quarter 2026 guidance of $58.0 million to $60.0 million in revenue”

Armour Residential REIT, Inc. reported Q1 2026 results: revenue $70.7 million, net income $(58.0) million, EPS $(0.49) per common share.

“Q1 2026 Results ◦ GAAP net loss related to common stockholders of $(58.0) million or $(0.49) per common share. ◦ Net interest income of $70.7 million.”

Live Oak Bancshares, Inc. reported first quarter ended March 31, 2026 results: net income $27.9 million, EPS $0.60 per diluted common share.

“NC, April 22, 2026 - Live Oak Bancshares, Inc. (NYSE: LOB) (“Live Oak” or “the Company”) today reported first quarter of 2026 net income attributable to common shareholders of $27.9 million, or $0.60 per diluted common share. Live Oak’s performance in the quarter, compared to the fourth quarter of 2025 and first quarter of 2025, includes these notable items: •”

First American Financial Corp reported financial results for for the quarter ended March 31, 2026.

“On April, 22, 2026, First American Financial Corporation issued a press release announcing its financial results for the quarter ended March 31, 2026.”

Knight-Swift Transportation Holdings Inc. reported financial results for the quarter ended March 31, 2026.

“On April 22, 2026 , Knight-Swift Transportation Holdings Inc. (the "Company") issued a press release (the "Press Release") announcing its financial results for the quarter ended March 31, 2026.”

BankUnited, Inc. reported quarter ended March 31, 2026 results: net income $62 million, EPS $0.83.

“BankUnited, Inc. Reports 1Q 2026 Net Income of $62 million, $0.83 Diluted EPS”

Bankwell Financial Group, Inc. reported first quarter of 2026 results: net income $11.3 million, EPS $1.41 per share. Guidance raised.

“Bankwell Financial Group, Inc. (NASDAQ: BWFG) reported GAAP net income of $11.3 million, or $1.41 per share for the first quarter of 2026”

KINDER MORGAN, INC. reported the quarter ended March 31, 2026 results: net income $976 million, EPS $0.44. Guidance reaffirmed.

“as of the close of business on May 4, 2026. This dividend is a 2% increase over the first quarter of 2025. KMI is reporting: • First quarter net income attributable to KMI of $976 million versus $717 million in the first quarter of 2025. Adjusted Net Income Attributable to KMI, excluding Certain Items, was $1,063 million, 39% higher than the first quarter of 2025.”

Origin Bancorp, Inc. reported first quarter 2026 results: net income $27.7 million, EPS $0.89 diluted earnings per share.

“(April 22, 2026) - Origin Bancorp, Inc. (NYSE: OBK) (“Origin,” “we,” “our” or the “Company”), the holding company for Origin Bank (the “Bank”), today announced net income of $27.7 million, or $0.89 diluted earnings per share (“EPS”) for the quarter ended March 31, 2026, compared to net income of $29.5 million, or $0.95 diluted EPS, for the quarter ended December”

FS Bancorp, Inc. reported the quarter ended March 31, 2026 results: net income $7.8 million, EPS $1.02 per diluted share.

“FS Bancorp, Inc. Reports First Quarter Net Income of $7.8 Million or $1.02 Per Diluted Share”

Taylor Morrison Home Corp reported financial results for first quarter ended March 31, 2026.

“On April 22, 2026, Taylor Morrison Home Corporation (the “Company”) issued a press release setting forth its financial results for its first quarter ended March 31, 2026.”

Century Communities, Inc. reported full year 2026 results: revenue home sales revenues to be in the range of $3.5 billion to $3.8 billion. Guidance lowered.

“Given the impact of the conflict in the Middle East as well as higher gas prices and interest rates on our order activity, we are reducing our full year 2026 home delivery guidance to be in the range of 9,500 to 10,500 homes and our home sales revenues to be in the range of $3.5 billion to $3.8 billion.”

CB Financial Services, Inc. reported financial results for three months ended March 31, 2026.

“On April 22, 2026 , CB Financial Services, Inc. ("the Company") issued a press release announcing its financial results for the three months ended March 31, 2026, a copy of which is furnished herewith as Exhibit 99.1 and is incorporated herein by reference.”

CACI INTERNATIONAL INC /DE/ reported third quarter fiscal year 2026 results: revenue $2,351.0 million, net income $130.4 million, EPS $5.88. Guidance raised.

“CACI International Inc released its financial results for the third quarter fiscal year 2026”

KKR Real Estate Finance Trust Inc. reported quarter ended March 31, 2026 results: net income ($61.9) million, or ($0.96) per diluted share of common stock, EPS ($0.96) per diluted share.

“KKR Real Estate Finance Trust Inc. (the “Company” or “KREF”) (NYSE: KREF) today reported its financial results for the quarter ended March 31, 2026. Reported net loss attributable to common stockholders of ($61.9) million, or ($0.96) per diluted share of common stock, for the three months ended March 31, 2026”

Medpace Holdings, Inc. reported financial results for the three months ended March 31, 2026.

“Medpace Holdings, Inc. (the “Company”) issued a press release announcing its financial results for the three months ended March 31, 2026. The full text of the press release was posted on the Company’s internet website and is furnished as Exhibit 99.1 hereto and incorporated herein by reference.”

Vertiv Holdings Co reported three months ended March 31, 2026 results: revenue $2,650 million. Guidance raised.

“Vertiv Reports Strong First Quarter with Diluted EPS Growth of 136% (Adjusted Diluted EPS Growth of +83%); Raises Full-Year Guidance First Quarter 2026 Results • Net sales of $2,650 million, 30% higher than first quarter 2025 • Operating profit up 51% and adjusted operating profit (1) up 64% from first quarter 2025. Adjusted operating margin of 20.8%, up 430 basis”

Amneal Pharmaceuticals, Inc. updated its the first quarter ended March 31, 2026 guidance (raised).

“On April 22, 2026, the Company issued a press release announcing its preliminary results for the first quarter ended March 31, 2026.”

Goosehead Insurance, Inc. reported the first quarter ended March 31, 2026 results: revenue $93.1 million, net income $8.0 million, EPS $0.20 per share.

“lines insurance agency, today announced results for the first quarter ended March 31, 2026. First Quarter 2026 Highlights • Total Revenues grew 23% over the prior-year period to $93.1 million in the first quarter of 2026 • First quarter Core Revenues* of $79.5 million increased 15% over the prior-year period • First quarter net income of $8.0 million increased from”

ESSENTIAL PROPERTIES REALTY TRUST, INC. reported the three months ended March 31, 2026 results: net income $0.28, EPS $0.28. Guidance raised.

“Exhibit 99.1 and incorporated herein by reference. --- EX-99.1 (EX-99.1) --- Essential Properties Announces First Quarter 2026 Results - First Quarter Net Income per Share of $0.28 and AFFO per Share of $0.50 - - Closed Investments of $388.6 million at a 7.7% Weighted Average Cash Cap Rate - - Increases 2026 AFFO Guidance to $2.00 to $2.05 per Share - -”

Otis Worldwide Corp reported first quarter 2026 results: revenue $3.6 billion, net income $340, EPS $0.87.

“OTIS REPORTS FIRST QUARTER 2026 RESULTS Otis delivers net sales growth of 6%, driven by Service with growth in all lines of business, led by repair • Net sales up 6% and organic sales up 1%, driven by Service net sales up 11% with organic sales up 5% • Repair net sales up 16% with organic sales up approximately 10% • Modernization orders up 11% at constant currency, backlog up 32%, 30% at constant currency • New Equipment orders up 1% at constant currency, backlog up 6%, 3% at constant currency • Operating cash flow of $413 million; adjusted free cash flow of $272 million • Share repurchases of approximately $400 million FARMINGTON, Conn., April 22, 2026 – Otis Worldwide Corporation (NYSE:OTIS) reported first quarter 2026 net sales of $3.6 billion with organic sales up 1% versus the prior year. GAAP earnings per share (EPS) increased 43% to $0.87 and adjusted EPS decreased 3% to $0.89. "Otis delivered a solid quarter, with net sales up 6%. All Service lines of business grew, led by rep”

Third Coast Bancshares, Inc. reported the quarter ended March 31, 2026 results: net income $16.4 million, EPS $1.03 and $0.88 per basic and diluted share, respectively.

“3.67% for the first quarter of 2026 compared to 4.10% for the fourth quarter of 2025 and 3.80% for the first quarter of 2025. • Net income for the first quarter of 2026 totaled $16.4 million, or $1.03 and $0.88 per basic and diluted share, respectively, compared to $17.9 million, or $1.21 and $1.02 per basic and diluted share, respectively, for the fourth quarter of”

QuantumScape Corp reported first quarter of 2026 results: net income $100.8M. Guidance reaffirmed.

“GAAP operating expenses and GAAP net loss in Q1 were $109.2M and $100.8M respectively.”

NB Bancorp, Inc. reported the quarter ended March 31, 2026 results: net income $15.0 million, EPS $0.36 per diluted common share.

“The Company reported net income of $15.0 million, or $0.36 per diluted common share, compared to net income of $7.7 million, or $0.19 per diluted common share, for the prior quarter.”

GE Vernova Inc. updated its 2026 guidance (raised).

“we are increasing our guidance for 2026 revenue, adjusted EBITDA margin, and free cash flow”

GE Vernova Inc. reported first quarter ending March 31, 2026 results: revenue $9.3 B, net income $4.7 B.

“Revenue of $9.3 B, + 16% , + 7% organically* led by equipment at Electrification and Power • Net income of $4.7 B; net income margin of 50.9% ; inclusive of $4.5 B pre-tax M&A net gains, primarily from Prolec GE”

Churchill Downs Inc reported the quarter ended March 31, 2026 results: revenue $663 million, net income $83 million, EPS $1.16.

“business results for the quarter ended March 31, 2026. Company Highlights ▪ First quarter 2026 financial results, as compa red to the prior year quarter: ▪ Record net revenue of $663 million, up $20 mil lion or 3% ▪ Net income attributable to CDI of $83 million, up $6 million or 8% ▪ Record Adjusted EBIT DA of $257 million, up $12 million or 5% ▪ On January 12, 2026,”

Picard Medical, Inc. reported first quarter ended March 31, 2026 results: revenue $1.1 million.

“Revenue rose 79.9% to $1.1 million for the three months ended March 31, 2026, from $0.6 million for the three months ended March 31, 2025”

Lake Shore Bancorp, Inc. /MD/ reported the first quarter of 2026 results: net income $1.9 million, EPS $0.26 per diluted share.

“Lake Shore Bancorp, Inc. (the "Company") (NASDAQ: LSBK), the holding company for Lake Shore Bank (the "Bank"), reported unaudited net income of $1.9 million, or $0.26 per diluted share, for the first quarter of 2026”

Neptune Insurance Holdings Inc. updated its the first quarter ended March 31, 2026 guidance (raised).

“On April 22, 2026, Neptune Insurance Holdings Inc. (the “Company”) issued a press release and an earnings presentation announcing its financial results for the first quarter ended March 31, 2026.”

Pinnacle Financial Partners, Inc. reported financial results for the three month period ended March 31, 2026.

“On April 22, 2026, Pinnacle Financial Partners, Inc. (the "Company") issued a press release announcing the Company’s financial results for the three month period ended March 31, 2026.”

SELECTIVE INSURANCE GROUP INC reported first quarter ended March 31, 2026 results: net income $1.58.

“is attached hereto as Exhibit 99.1. Section 7 – Regulation FD --- EX-99.1 (EX-99.1) --- Selective Reports First Quarter 2026 Results Net Income per Diluted Common Share of $1.58 and Non-GAAP Operating Income 1 per Diluted Common Share of $1.69; Return on Common Equity ("ROE") of 11.2% and Non-GAAP Operating ROE 1 of 12.0% In the first quarter of 2026: •”

CSX CORP reported first quarter 2026 results: revenue totaled $3.48 billion for the quarter, net income net earnings of $807 million, EPS $0.43 per diluted share.

“CSX Corp. (NASDAQ: CSX) today announced first quarter 2026 operating income of $1.25 billion and net earnings of $807 million, or $0.43 per diluted share. In the first quarter of 2025, the company reported operating income of $1.04 billion and net earnings of $646 million, or $0.34 per diluted share. Total volume of 1.56 million units for the quarter was 3% higher compared to first quarter 2025. Revenue totaled $3.48 billion for the quarter, increasing 2% year-over-year”

RANGE RESOURCES CORP reported financial results for first quarter 2026.

“On April 21, 2026 Range Resources Corporation issued a press release announcing its first quarter 2026 results.”

SEI INVESTMENTS CO reported first quarter ended March 31, 2026 results: revenue $622,183, net income $174,487, EPS $1.40.

“operating margin increasing to 32%. Consolidated Overview (In thousands, except earnings per share) For the Three Months Ended March 31, 2026 2025 % U.S. GAAP Basis Revenues $622,183 $551,344 13% Income from operations 189,486 157,097 21% Operating margin 30 % 28 % 7% Net income attributable to SEI Investments 174,487 151,517 15% Diluted earnings per share”

OLD SECOND BANCORP INC reported financial results for first quarter ended March 31, 2026.

“On April 22, 2026, Old Second Bancorp, Inc. (the “Company’s”) issued a press release announcing its financial results for the first quarter ended March 31, 2026, along with certain other financial information.”

EASTGROUP PROPERTIES INC reported financial results for the quarter ended March 31, 2026.

“On April 22, 2026 , EastGroup Properties, Inc. (the "Company") furnished the following documents: (i) a press release relating to its results of operations for the quarter ended March 31, 2026 and related matters; and (ii) quarterly supplemental financial information for the fiscal quarter ended March 31, 2026.”

INTERNATIONAL BUSINESS MACHINES CORP updated its the period ended March 31, 2026 guidance (reaffirmed).

“The registrant’s press release dated April 22, 2026, regarding its financial results for the period ended March 31, 2026, including consolidated financial statements for the period ended March 31, 2026, is Exhibit 99.1 of this Form 8-K.”

MASCO CORP /DE/ reported first quarter 2026 results: revenue $1,918 million, EPS $1.05 per share. Guidance reaffirmed.

“• On a reported basis, compared to the first quarter 2025: • Net sales increased 6 percent to $1,918 million; net sales increased 4 percent in local currency ◦ Plumbing Products’ net sales increased 9 percent; in local currency net sales increased 7 percent ◦ Decorative Architectural Products’ net sales were in line with prior year ◦ In local currency, North American sales increased 5 percent and International sales increased 1 percent • Gross margin was in line with the prior year at 35.8 percent • Operating profit increased 10 percent to $316 million from $286 million • Operating margin increased 60 basis points to 16.5 percent from 15.9 percent • Net income increased 21 percent to $1.05 per share, compared to $0.87 per share”

FULTON FINANCIAL CORP reported first quarter ended March 31, 2026 results: net income $92.2 million, EPS $0.51 per diluted share.

“Fulton Financial Corporation (NASDAQ: FULT) (“Fulton” or the “Corporation”) reported net income available to common shareholders of $92.2 million, or $0.51 per diluted share, for the first quarter of 2026, a decrease of $4.2 million in comparison to the fourth quarter of 2025.”

HORIZON BANCORP INC /IN/ reported three months ended March 31, 2026 results: net income $26.2 million, EPS $0.51 per diluted share.

“aimed at delivering a durable profitability profile, disciplined organic growth and peer leading capital generation". Net income for the three months ended March 31, 2026 was $26.2 million, or $0.51 per diluted share, compared to net income of $26.9 million, or $0.53, for the fourth quarter of 2025 and net income of $23.9 million, or $0.54 per diluted share, for”

OLD NATIONAL BANCORP /IN/ reported first quarter 2026 results: net income net income applicable to common shares of $229.6 million, EPS diluted EPS of $0.59.

“National Bancorp Reports First Quarter 2026 Results Evansville, Ind. (April 22, 2026) Old National Bancorp (NASDAQ: ONB) reports 1Q26 net income applicable to common shares of $229.6 million, diluted EPS of $0.59; $237.7 million and $0.61 on an adjusted 1 basis, respectively. CEO COMMENTARY : "Old National's first-quarter results reflect disciplined execution and a”

LAM RESEARCH CORP reported Quarter ended March 29, 2026 results: revenue $5,841 million, net income $1,825 million, EPS $1.45.

“For the March 2026 quarter, revenue was $5,841 million, gross margin was $2,911 million, or 49.8% of revenue, operating expenses were $864 million, operating margin was 35.0%, and net income was $1,825 million, or $1.45 per diluted share on a U.S. GAAP basis.”

FARMERS NATIONAL BANC CORP /OH/ reported the first quarter of 2026 results: net income net income of $16.3 million, EPS $0.36 per diluted share.

“Farmers National Banc Corp. (“Farmers” or the “Company”) (NASDAQ: FMNB) reported net income of $16.3 million, or $0.36 per diluted share, for the first quarter of 2026”

COLONY BANKCORP INC reported first quarter ended March 31, 2026 results: net income $8.2 million, EPS $0.39 per diluted share.

“Net income was $8.2 million, or $0.39 per diluted share, for the first quarter of 2026”

FIRST MERCHANTS CORP reported first quarter ended March 31, 2026 results: net income net income available to common stockholders was $27.7 million, EPS $0.45 per diluted share.

“FIRST QUARTER 2026 RESULTS First Merchants Corporation (NASDAQ - FRME) (the "Corporation") First Quarter 2026 Highlights: • Net income available to common stockholders was $27.7 million, or $0.45 per diluted share, compared to $56.6 million, or $0.99 per diluted share, in the fourth quarter of 2025. On an adjusted basis 1 , net income totaled $63.1 million, or”

JUNIATA VALLEY FINANCIAL CORP reported the three months ended March 31, 2026 results: revenue $7.3 million, net income $2.8 million, EPS $0.56 and $0.55.

“average equity for the three months ended March 31, 2026 was 19.04%, compared to 16.55% for the three months ended March 31, 2025. ​ Net interest income increased by 25.5%, to $7.3 million for the three months ended March 31, 2026, compared to $5.8 million for the three months ended March 31, 2025. Average interest earning assets increased 4.7%, to $882.6 million,”

HEXCEL CORP /DE/ reported 2026 results: revenue $2.0 billion to $2.1 billion, EPS $2.10 to $2.30. Guidance reaffirmed.

“2026 Guidance- Unchanged • Sales of $2.0 billion to $2.1 billion • Adjusted diluted earnings per share of $2.10 to $2.30”

HEXCEL CORP /DE/ reported full year 2026 results: EPS $2.10 to $2.30. Guidance reaffirmed.

“We remain confident in our growth outlook and we are reaffirming our full year 2026 guidance despite geopolitical uncertainty in the Middle East and lingering commercial aerospace supply chain challenges.”