Earnings Releases

Kimco Realty OP, LLC reported the first quarter ended March 31, 2026 results: net income $0.23 per diluted share, EPS $0.23 per diluted share.

“quarter ended March 31, 2026. For the three months ended March 31, 2026 and 2025, Net income available to the company’s common shareholders (“Net income”) per diluted share was $0.23 and $0.18, respectively. First Quarter Highlights • Produced 4.5% growth in Funds From Operations* (“FFO”) per diluted share to $0.46. • Generated blended pro-rata cash rent”

PHINIA INC. reported 2026 Full Year results: revenue $3.52 billion to $3.72 billion, net income $165 million to $195 million. Guidance reaffirmed.

“2026 Full Year Guidance: The Company continues to expect 2026 net sales of $3.52 billion to $3.72 billion. This implies a year-over-year growth of 1% to 7% in 2026. The Company’s net earnings and adjusted EBITDA are projected to be $165 million to $195 million and $485 million to $525 million, respectively, with net earnings margin of 4.7% to 5.2% and adjusted EBITDA margin of 13.7% to 14.3%.”

PHINIA INC. reported first quarter ended March 31, 2026 results: revenue $878 million, net income $37 million, EPS $0.96.

“First Quarter Highlights: • Net sales of $878 million, an increase of 10.3% compared with Q1 2025. ◦ Excluding the impacts of foreign currency and the acquisition of SEM, increases of $39 million and $14 million, respectively, net sales increased $29 million or 3.6%, primarily driven by volumes in Asia and the Americas and tariff recoveries. • Net earnings of $37 million and net margin of 4.2%, representing a year-over-year increase of $11 million and 90 basis points (bps), respectively. • Adjusted EBITDA of $115 million with adjusted EBITDA margin of 13.1%, representing a year-over-year increase of $12 million and 20 bps, primarily driven by supplier savings and overhead cost control measures and net tariff recoveries. • Net earnings per diluted share of $0.96. ◦ Adjusted net earnings per diluted share of $1.29 (excluding $0.33 per diluted share related to non-operating items detailed in the non-GAAP appendix below), reflecting the operational increases detailed above and a reduction”

Sinclair, Inc. updated its the three months ended March 31, 2026 guidance (reaffirmed).

“On April 30, 2026, Sinclair, Inc. (the "Company") announced via press release the Company’s financial results for the first quarter ended March 31, 2026.”

NorthWestern Energy Group, Inc. updated its the quarter ended March 31, 2026 guidance (reaffirmed).

“NorthWestern Energy Group, Inc. d/b/a NorthWestern Energy (Nasdaq: NWE) (the “ Company ”), issued a press release (the “ Press Release ”) discussing financial results for the quarter ended March 31, 2026, and affirming earnings guidance for 2026 in the range of $3.68 to $3.83 per diluted share.”

Fatpipe Inc/UT reported fourth quarter ended March 31, 2026 results: revenue in the range of $6.6 million to $7.0 million.

“Based on currently available information, FatPipe expects for the fourth quarter of fiscal 2026: ● 4th Quarter revenue in the range of $6.6 million to $7.0 million, representing approximately 79% YoY growth at the midpoint ● 4th Quarter Adjusted EBITDA in the range of $3.0 million to $3.2 million for Q4 FY2026 as compared to $0.2 million for Q4 FY2025”

Smurfit Westrock plc reported first quarter ended March 31, 2026 results: revenue $7,712 million, net income $63 million, EPS $0.12 per share.

“Dublin – April 30, 2026 – Smurfit Westrock plc (NYSE: SW, LSE: SWR) today announced the financial results for the first quarter ended March 31, 2026. Key Points: · Net Sales of $7,712 million · Net Income of $63 million, with a Net Income Margin of 0.8% · Adjusted EBITDA 1 of $1,076 million, with an Adjusted EBITDA Margin 1 of 14.0% · Net Cash Provided by Operating”

L3HARRIS TECHNOLOGIES, INC. /DE/ reported first quarter 2026 results: revenue $5.7 billion, EPS $2.72. Guidance raised.

“Technologies (NYSE: LHX) reports first quarter 2026 results. Highlights • Orders of $7.8 billion; book-to-bill of 1.4x increases backlog to new record $40.7 billion • Revenue of $5.7 billion, up 12%, and 15% organically* • Operating margin of 11.4% up 120 bps; Segment operating margin of 15.7% up 10 bps • GAAP diluted EPS of $2.72, up 33% • Updates 2026 EPS guidance”

Sandisk Corp reported fiscal third quarter ended April 3, 2026 results: revenue $5.95 billion, net income $3,615 million ($23.03 diluted net income per share), EPS $23.03.

“Third quarter revenue was $5.95 billion, up 97% sequentially and above the guidance range, with GAAP net income reported at $3,615 million ($23.03 diluted net income per share).”

CLOROX CO /DE/ reported the third quarter of fiscal year 2026, which ended March 31, 2026 results: revenue $1.67 billion, EPS $1.54. Guidance reaffirmed.

“2026 Summary Following is a summary of key results for the third quarter. All comparisons are with the third quarter of fiscal year 2025 unless otherwise stated. • Net sales of $1.67 billion were flat versus the year-ago quarter. Organic sales 1 decreased 1%. • Gross margin decreased 140 basis points to 43.2% from 44.6% in the year-ago quarter, primarily driven by”

COHU INC reported financial results for first fiscal quarter ended March 28, 2026.

“On April 30, 2026, the Company issued a press release regarding its financial results for the first fiscal quarter ended March 28, 2026.”

TEXTRON INC reported the fiscal quarter ended April 4, 2026 results: revenue $3.7 billion, EPS $1.25 per share.

“(EX-99.1) --- Corporate Communications Department NEWS Release Textron Reports First Quarter 2026 Results; Announces Intent to Separate its Industrial Segment. • Revenues of $3.7 billion, up 12%, or $389 million, compared to the prior year • EPS of $1.25; adjusted EPS of $1.45, up from $1.28 in the prior year • Strong commercial order activity at Textron Aviation”

MOLSON COORS BEVERAGE CO reported the fiscal quarter ended March 31, 2026 results: revenue Net sales increased 2.0% reported and 0.1% in constant currency., net income U.S. GAAP net income attributable to MCBC of $151.3 million, EPS $0.80 earnings per share on a diluted basis. Guidance reaffirmed.

“Net sales increased 2.0% reported and 0.1% in constant currency.”

DTE Electric Co reported the quarter ended March 31, 2026 results: net income $247 million, EPS $1.19 per diluted share. Guidance reaffirmed.

“and dependability of DTE’s natural gas services, all while keeping energy costs as affordable as possible for customers. The company also reported first quarter earnings of $247 million or $1.19 per diluted share, compared with $445 million, or $2.14 per diluted share in 2025. Operating earnings for the first quarter of 2026 were $407 million, or $1.95 per”

DIEBOLD NIXDORF, Inc reported first quarter of 2026 results: revenue $891.8 million, net income $5.5 million, EPS $0.14. Guidance reaffirmed.

“quarter financial results. First Quarter Financial Highlights • Strong Q1 '26 financial performance, positions the company to achieve full-year objectives ◦ Revenue (GAAP) of $891.8 million; revenue (non-GAAP) of $888.2 million ◦ Net cash provided from operating activities (GAAP) of $31.7 million; free cash flow (non-GAAP) of $20.7 million ◦ Net income (GAAP) of”

Air Products & Chemicals, Inc. reported second quarter of fiscal year 2026 results: EPS $3.19. Guidance raised.

“On 30 April 2026, Air Products and Chemicals, Inc. issued a press release announcing its earnings for the second quarter of fiscal year 2026.”

Merck & Co., Inc. reported first quarter of 2026 results: revenue $16,286, net income (4,240), EPS (1.72). Guidance raised.

“First Quarter $ in millions, except EPS amounts 2026 2025 Change Change Ex- Exchange Sales $ 16,286 $ 15,529 5 % 3 % GAAP net (loss) income 2 (4,240 ) 5,079 N/M N/M Non-GAAP net (loss) income that excludes certain items 2,3* (3,156 ) 5,611 N/M N/M GAAP EPS (1.72 ) 2.01 N/M N/M”

STRYKER CORP updated its first quarter 2026 guidance (reaffirmed).

“Stryker Corporation issued a press release on April 30, 2026 announcing its first quarter 2026 operating results.”

AMGEN INC reported the three months ended March 31, 2026 results: revenue $8.6 billion, EPS $3.34 (GAAP), $5.15 (Non-GAAP).

“deliver attractive long-term growth," said Robert A. Bradway, chairman and chief executive officer. Key results include: • For the first quarter, total revenues increased 6% to $8.6 billion in comparison to the first quarter of 2025. ◦ Produ ct sales grew 4% , driven by 9% volume growth, partially offset by 2% lower net selling price and 2% from lower inventory”

Apple Inc. reported its second fiscal quarter ended March 28, 2026 results: revenue $111.2 billion, EPS $2.01.

“The Company posted quarterly revenue of $111.2 billion, up 17 percent year over year. Diluted earnings per share was $2.01, up 22 percent year over year.”

ESCALADE INC reported first quarter 2026 results: revenue $55.8 million, net income $4.4 million, EPS $0.32.

“For the three months ended March 31, 2026, Escalade posted net sales of $55.8 million, net income of $4.4 million and diluted earnings per share of $0.32.”

DMC Global Inc. reported first quarter ended March 31, 2026 results: revenue $135.6 million, net income $(6,065), EPS $(0.34) per diluted share. Guidance reaffirmed.

“and industrial infrastructure markets. Despite these headwinds, DMC delivered financial results that were within management’s expectations. First quarter consolidated sales were $135.6 million, down 15% from the 2025 first quarter and down 6% sequentially. Adjusted EBITDA attributable to DMC was $3.9 million versus $14.4 million in last year’s first quarter, and”

Arthur J. Gallagher & Co. reported financial results for the quarter ended March 31, 2026.

“Arthur J. Gallagher & Co. (the Company) issued a press release setting forth the Company’s financial results for the quarter ended March 31, 2026”

CULLEN/FROST BANKERS, INC. reported quarter ended March 31, 2026 results: net income $169.3 million, EPS $2.65 per diluted common share.

“Cullen/Frost Bankers, Inc. (NYSE:CFR) today reported first quarter 2026 results. Net income available to common shareholders for the first quarter of 2026 was $169.3 million, compared to $149.3 million for the first quarter of 2025. On a per-share basis, net income available to common shareholders for the first quarter of 2026 was $2.65 per diluted common share, compared to $2.30 per diluted common share reported a year earlier.”

HERSHEY CO reported first quarter ended March 29, 2026 results: revenue $3,104.2 million, net income $435.1 million, EPS $2.13 per share-diluted. Guidance reaffirmed.

“business to new heights,” said Kirk Tanner, The Hershey Company President and Chief Executive Officer. First-Quarter 2026 Financial Results Summary 1 • Consolidated net sales of $3,104.2 million, an increase of 10.6%. • Organic, constant currency net sales increased 7.9%. • Reported net income of $435.1 million , or $2.13 per share-diluted, an increase of 93.6%. •”

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

“On April 30, 2026, Hubbell Incorporated (the “Company”) issued a press release announcing results for the first quarter and three months ended March 31, 2026.”

ILLINOIS TOOL WORKS INC reported first quarter 2026 results: revenue $4.02 billion, EPS $2.66. Guidance raised.

“ITW Reports First Quarter 2026 Results • Revenue of $4.02 billion, an increase of 5% • Operating margin of 25.4%, an increase of 60 bps, as Enterprise Initiatives contributed 120 bps • GAAP EPS of $2.66, an increase of 12% • Full Year 2026 GAAP EPS guidance raised by $0.10 to a range of $11.10 to $11.50”

INTERNATIONAL PAPER CO /NEW/ reported fiscal quarter ended March 31, 2026 results: revenue $5.97 billion, net income $76 million, EPS $0.14.

“International Paper Reports First Quarter 2026 Results FIRST QUARTER 2026 FINANCIAL SUMMARY • Net sales of $5.97 billion • Earnings from continuing operations of $76 million • Adjusted EBITDA (non-GAAP) from continuing operations of $677 million • Received $1.1 billion of net proceeds from the sale of the Global Cellulose Fibers business and paid down $660 million of debt • Cash provided by operating activities of $611 million • Free cash flow (non-GAAP) of $94 million”

KIRBY CORP reported first quarter ended March 31, 2026 results: revenue $844.1 million, net income $81.2 million, or $1.50 per share, EPS $1.50. Guidance raised.

“Kirby Corporation (“Kirby” or “the Company”) (NYSE: KEX) today announced net earnings attributable to Kirby for the first quarter ended March 31, 2026, of $81.2 million, or $1.50 per share, compared with earnings of $76.0 million, or $1.33 per share, for the 2025 first quarter. Total revenues for the 2026 first quarter were $844.1 million compared with $785.7 million reported for the 2025 first quarter.”

ELI LILLY & Co reported FY 2026 results: revenue 82.0 billion to 85.0 billion, EPS 35.50 to 37.00. Guidance raised.

“Increased 2026 full-year revenue guidance to be in the range of $82.0 billion to $85.0 billion and non-GAAP EPS guidance to be in the range of $35.50 to $37.00.”

ELI LILLY & Co reported Q1 2026 results: revenue 19,799, net income 7,396, EPS 8.26.

“Revenue $ 19,799 $ 12,729 56% Net income – Reported 7,396 2,759 168% Earnings per share – Reported 8.26 3.06 170%”

LINCOLN ELECTRIC HOLDINGS INC reported the quarter ended March 31, 2026 results: revenue $1,121.4 million, net income $136.4 million, EPS $2.47.

“Lincoln Electric Holdings, Inc. (the “Company”) (Nasdaq: LECO) today reported first quarter 2026 net income of $136.4 million, or diluted earnings per share (EPS) of $2.47, which includes special item after-tax net charges of $2.1 million, or $0.03 EPS. This compares with prior year period net income of $118.5 million, or $2.10 EPS, which included special item after-tax net charges of $3.4 million, or $0.06 EPS. Excluding special items, first quarter 2026 adjusted net income was $138.5 million, or $2.50 adjusted EPS. This compares with adjusted net income of $121.9 million, or $2.16 adjusted EPS, in the prior year period. ​ First quarter 2026 sales increased 11.7% to $1,121.4 million reflecting a 7.8% increase in organic sales, a 1.6% benefit from acquisitions and a 2.3% favorable foreign exchange.”

MARCUS CORP reported first quarter fiscal 2026 ended March 31, 2026 results: revenue $154.4 million, net income Net loss was $15.4 million, EPS Net loss per diluted common share was $0.51.

“Total revenues for the first quarter of fiscal 2026 were $154.4 million”

MIDDLESEX WATER CO reported the first quarter ended March 31, 2026 results: revenue $48.7 million, net income $10.6 million, EPS $0.57.

“Middlesex reported net income of $10.6 million and diluted EPS of $0.57, compared to net income of $9.5 million and diluted EPS of $0.53 for the same quarter in 2025. Operating revenues for the quarter ended March 31, 2026, were $48.7 million, an increase of $4.4 million, compared to $44.3 million for the same quarter last year.”

NATIONAL FUEL GAS CO reported second quarter fiscal 2026 results: net income $247.7 million, EPS $2.59.

“NATIONAL FUEL REPORTS SECOND QUARTER FISCAL 2026 EARNINGS WILLIAMSVILLE, N.Y. National Fuel Gas Company (“National Fuel” or the “Company”) (NYSE:NFG) today announced consolidated results for the second quarter of its 2026 fiscal year. SECOND QUARTER FISCAL 2026 SUMMARY • GAAP earnings of $247.7 million, or earnings per share (EPS) of $2.59, compared to GAAP earnings of $216.4 million, or $2.37 per share, in the prior year. • Adjusted EPS of $2.71, an increase of 13% from the prior year. See non-GAAP reconciliation on page 2. • Net cash provided by operating activities of $657 million, with free cash flow of $160 million (as defined on page 22) through the second quarter year-to-date, a $111 million increase from the prior year. • Integrated Upstream and Gathering segment adjusted EPS of $1.67, an increase of 21% compared to the prior year, driven by a 17% increase in natural gas price realizations. • Utility segment net income of $65 million, an increase of 3% compared to the prior yea”

TENET HEALTHCARE CORP reported the quarter ended March 31, 2026 results: net income $702 million, EPS $8.01 per diluted share. Guidance reaffirmed.

“herein by reference. --- EX-99.1 (EX-99.1) --- Tenet Reports Strong First Quarter 2026 Results • Net income available to common shareholders in first quarter 2026 was $702 million, or $8.01 per diluted share • Adjusted diluted earnings per share 1 increased 10.6% to $4.82 in first quarter 2026 compared to $4.36 in first quarter 2025 • Consolidated Adjusted”

Distribution Solutions Group, Inc. reported the first quarter ended March 31, 2026 results: revenue $495,995, net income $382, EPS $0.01.

“the reconciliations of GAAP to non-GAAP measures in Tables 2, 3 and 4. Three Months Ended March 31, December 31, (Dollars in thousands) 2026 2025 % Change 2025 % Change Revenue $ 495,995 $ 478,029 3.8 % $ 481,599 3.0 % Operating income $ 13,630 $ 20,097 (32.2) % $ 7,721 76.5 % Non-GAAP adjusted operating income $ 29,113 $ 34,392 (15.3) % $ 26,517 9.8 % Net income”

SOUTHSIDE BANCSHARES INC reported first quarter ended March 31, 2026 results: net income $23.3 million, EPS $0.78.

“Net income was $23.3 million for the three months ended March 31, 2026”

ACCO BRANDS Corp reported first quarter ended March 31, 2026 results: revenue $343.7 million, net income $19.4 million, or $0.20 per share, EPS $0.20 per share. Guidance reaffirmed.

“- Financial Statements and Exhibits --- EX-99.1 (EX-99.1) --- EX-99.1 Exhibit 99.1 News Release ACCO BRANDS REPORTS FIRST QUARTER RESULTS • Reported net sales increased 8% to $344 million; above the Company's outlook • Diluted earnings per share of $0.20, reflecting gain on acquisition • Adjusted diluted earnings per share of $0.02, above the Company's outlook •”

ARROW FINANCIAL CORP reported first quarter of 2026 results: net income $13.5 million, EPS $0.82.

“Reported net income for the first quarter of 2026 was $13.5 million and fully diluted earnings per share ("EPS") was $0.82, versus net income of $14.0 million and EPS of $0.85 for the fourth quarter of 2025.”

NPK International Inc. reported the first quarter ended March 31, 2026 results: revenue $75.1 million, net income $10.4 million, EPS $0.12 per diluted share. Guidance raised.

“NPK REPORTS FIRST QUARTER 2026 RESULTS Company reports revenues of $75 million, diluted EPS of $0.12; Raises full-year guidance”

NPK International Inc. reported the three months ended March 31, 2026 results: revenue $75.1 million, net income $10.4 million, EPS $0.12 per diluted share. Guidance raised.

“of each non-GAAP financial measure are included in the attached Exhibit 99.1. --- EX-99.1 (EX-99.1) --- NPK REPORTS FIRST QUARTER 2026 RESULTS Company reports revenues of $75 million, diluted EPS of $0.12; Raises full-year guidance THE WOODLANDS, TEXAS – April 30, 2026 – NPK International Inc. (NYSE: NPKI) (“NPK” or the “Company”) today announced results for”

FIRST NATIONAL CORP /VA/ reported first quarter ended March 31, 2026 results: net income $4.9 million, EPS $0.54.

“reported consolidated net income of $4.9 million and basic and diluted earnings per common share of $0.54 for the first quarter ended March 31, 2026.”

CARDINAL HEALTH INC reported FY26 results: EPS $10.70 to $10.80. Guidance raised.

“Cardinal Health is raising and narrowing its fiscal year 2026 guidance for non-GAAP diluted EPS attributable to Cardinal Health, Inc. to a range of $10.70 to $10.80 (+30% to +31% growth).”

CARDINAL HEALTH INC reported Q3 FY26 results: revenue $60.9 billion, net income $750 million, EPS $3.17.

“Cardinal Health (NYSE: CAH) today reported third quarter fiscal year 2026 revenues of $60.9 billion, an increase of 11% from the third quarter of fiscal year 2025. Third quarter GAAP operating earnings decreased 30% to $509 million and GAAP diluted earnings per share (EPS) decreased 20% to $1.69”

NNN REIT, INC. reported the quarter ended March 31, 2026 results: revenue $240,424, net income $93,951, EPS $0.50 per diluted share. Guidance raised.

“and sustainable per-share growth year after year." 1 FINANCIAL RESULTS Quarter Ended March 31, (dollars in thousands, except per diluted share data) 2026 2025 Revenues $ 240,424 $ 230,854 Net earnings $ 93,951 $ 96,458 Net earnings per share $ 0.50 $ 0.51 FFO $ 163,150 $ 158,734 FFO per share $ 0.86 $ 0.85 Core FFO $ 163,584 $ 160,907 Core FFO per share $”

UMH PROPERTIES, INC. reported the first quarter ended March 31, 2026 results: revenue $65.8 million, net income $2.6 million, EPS $0.03 per diluted share. Guidance reaffirmed.

“UMH Properties, Inc. (NYSE:UMH) (TASE:UMH) reported Total Income for the quarter ended March 31, 2026 of $65.8 million as compared to $61.2 million for the quarter ended March 31, 2025, representing an increase of 8%. Net Income Attributable to Common Shareholders amounted to $2.6 million or $0.03 per diluted share for the quarter ended March 31, 2026 as compared to a Net Loss of $271,000 or $0.00 per diluted share for the quarter ended March 31, 2025.”

Parker-Hannifin Corp reported the quarter ended March 31, 2026 results: revenue $5.5 billion, net income $0.9 billion, EPS $7.06. Guidance raised.

“31, 2026. A copy of the press release is furnished as Exhibit 99.1 to this report. --- EX-99.1 (EX-99.1) --- Parker Reports Fiscal 2026 Third Quarter Results Record Sales of $5.5 Billion Drive Record Cash Flow and Adjusted EPS; Orders +9% CLEVELAND, April 30, 2026 -- Parker Hannifin Corporation (NYSE: PH), the global leader in motion and control technologies,”

ALTRIA GROUP, INC. reported the quarter ended March 31, 2026 results: revenue $5,428, EPS $1.32. Guidance reaffirmed.

“a growth rate of 2.5% to 5.5% from a base of $5.42 in 2025.” Altria Headline Financials 1 ($ in millions, except per share data) Q1 2026 Change vs. Q1 2025 Net revenues $5,428 3.2% Revenues net of excise taxes $4,758 5.3% Reported effective tax rate 23.6% (12.4) pp Adjusted effective tax rate 23.1% (0.4) pp Reported diluted EPS $1.30 100%+ Adjusted”