On Friday, May 1, 2026, the SEC received 25 Item 2.02 (Results of Operations) 8-K filings. Major companies including Altria, L3Harris, Fortive, Alnylam, and Smurfit WestRock released Q1 results simultaneously.
Today's SEC Earnings Filings
Altria Group (MO) disclosed Q1 2026 results via SEC 8-K Item 2.02. According to InteliView pre-earnings analysis, adjusted EPS of $1.32 exceeded consensus estimates by 7 cents, with pricing power in its core tobacco business supporting profit defense.
L3Harris Technologies (LHX) filed Item 2.02 8-K and released Q1 results as defense demand remains robust. Detailed revenue and earnings figures are available in the filing. Fortive (FTV) likewise reported Q1 earnings via Item 2.02, with industrial software and instrumentation segment performance drawing attention.
Smurfit WestRock (SW) filed both Item 2.02 and 7.01 8-K disclosures reporting Q1 earnings. Global packaging demand and cost environment emerged as key drivers. Mohawk Industries (MHK) and Weyerhaeuser (WY) each representing flooring and timber sectors respectively filed Q1 results, with market focus on business trajectory amid housing uncertainty.
In healthcare, Alnylam Pharmaceuticals (ALNY), iRhythm Technologies (IRTC), and Hippo Holdings (HIPO) each filed Q1 results. Alnylam disclosed commercial performance of its RNA interference therapeutic portfolio, while iRhythm reported cardiac monitoring device revenue trends. Summit Therapeutics (SMMT) also announced quarterly results via 8-K Item 2.02.
In financial services and real estate, Newmark Group (NMRK), Invesco Mortgage Capital, Arcadian Asset Management (AAMI), and First National Corporation (FXNC) filed quarterly earnings. Investor focus centered on commercial real estate rate sensitivity and fee revenue trends. Auto retailer Group 1 Automotive (GPI) and boat dealer OneWater Marine (ONEW) also reported Q1 results.
In industrials, SPX Technologies (SPXC), Integra Holdings (ITGR), Belden (BDC), Cable One (CABO), Rimini Street (RMNI), CNX Resources (CNX), Dream Finders Homes (DFH), Universal Display (OLED), and Hilton Grand Vacations (HGV) disclosed Q1 or prior-quarter results via 8-K Item 2.02.
Earnings Surprises & Guidance
According to Investing.com earnings call transcripts, SPX Technologies (SPXC) posted Q1 results exceeding expectations, driving stock appreciation. Strong demand in HVAC and sensing solutions segments fueled the outperformance.
Conversely, Cable One (CABO) reported Q1 EPS and revenue both missing consensus targets per Investing.com. Accelerating pay-TV subscriber losses and intensifying competition underpin the earnings miss.
Other reported surprises include Roku (Q1 beat, +3.5% stock move), Twilio (Q1 beat, positive reaction), Zeta Global (revenue beat), GoDaddy (EPS beat, mixed stock response), and Alignment Healthcare (Q1 beat) per Investing.com. Boston Beer notably saw stock gains despite Q1 EPS missing expectations, an unusual dynamic.
In Big Tech, Apple (AAPL) benefited from strong iPhone 17 demand with Q2 2026 results exceeding consensus per France 24, while Qualcomm surged 15% and Eli Lilly (LLY) climbed 10%, with earnings announcements supporting broader market upside momentum per Futu Securities.
InteliView Deep Dive
- Altria Q1 Adjusted EPS $1.32…Beats Consensus by 7 Cents — Pricing strategy offsets volume decline, reconfirming earnings resilience
- Eli Lilly Q1 Revenue $19.8B, Up 56% YoY — GLP-1 obesity and diabetes drugs Zepbound and Mounjaro drive explosive growth
- Mastercard Q1 Revenue $8.4B, Up 16% YoY — Cross-border transaction recovery and value-added services expansion fuel growth
- ICE Exchange Q1 Revenue $3.0B, Record High — Expanded rate volatility drives derivatives and data services demand surge
- ConocoPhillips Q1 Net Income $2.2B…Beats Guidance Despite Stock Decline — Oil price weakness concerns and guidance uncertainty weigh on shares
- Cigna Q1 Revenue $68.5B, Up 5% YoY…Full-Year Guidance Raised — Medical management capabilities and PBM profitability improvements drive strong results
