For the first quarter, The Coca-Cola Company reported that they grew organic revenues 10%.

Unit case growth was 3%.

First quarter comparable EPS of $0.86 increased 18% year-over-year, and free cash flow for the quarter was approximately $1.8 billion.

Comparable gross margin declined approximately 30 basis points, stemming primarily from commodity pressures in tea and coffee businesses, phasing of inventory costs, and timing of trade spend.

Comparable operating margin increased approximately 70 basis points.

Management highlighted a focus on becoming more consumer-centric and leveraging digital capabilities to create enduring value.

The company extended its streak of gaining overall value share for the past 20 consecutive quarters and noted its system added more than 600,000 outlets in the past year.

Product highlights included the relaunch of Coca-Cola Zero-Zero in Europe to capture evening drinking occasions, a new global campaign for Sprite, and double-digit global volume growth for Fuze Tea.

Executives also affirmed that their long-standing partnership with McDonald's is intact, pointing to the performance of Sprite Berry Blast and Lunar splash craft beverage offerings.

The company stated it is well positioned to deliver on its updated 2026 guidance.

Management continues to expect organic revenue growth of 4% to 5%.

The company now expects comparable earnings per share growth of 8% to 9% versus $3 in 2025.

This was noted as an increase from the prior estimate of 7% to 8% due to a lower underlying effective tax rate for 2026, which is now expected to be 19.9%.

For the three months ended March 31, 2026, Viking Therapeutics recorded a net loss of $158.3 million or $1.37 per share, compared to a net loss of $45.6 million or $0.41 per share in the corresponding period in 2025.

Research and development expenses were $115.2 million for the first quarter of 2026, and general and administrative expenses were $14 million.

The company ended the first quarter of 2026 with cash, cash equivalents, and short-term investments of $603 million.

Management stated they anticipate having cash into 2028 and remain funded as expected.

During the first quarter of 2026, the company completed enrollment in the Phase III VANQUISH-2 clinical trial for its lead obesity compound, VK2735, a dual agonist of the GLP-1 and GIP receptors.

Participants in both the VANQUISH-1 and VANQUISH-2 studies began transitioning from a vial and syringe to an auto-injector device.

The company also completed enrollment in a Phase I maintenance dosing study for VK2735, expanding the number of subcutaneous dosing arms in this study from 4 to 8, and expects to report the results of the subcutaneous portion in the third quarter of 2026.

Following an end of Phase II meeting with the FDA, Viking elected to advance the oral tablet formulation of VK2735 into Phase III clinical development for the treatment of obesity, which it expects to initiate in the fourth quarter of 2026. In addition, the company filed an Investigational New Drug application for its novel amylin receptor agonist, VK3019, and expects to initiate a Phase I clinical trial later in the quarter.

The company also announced the appointment of Neil Aubuchon as its first Chief Commercial Officer.

AbbVie Inc. reported first quarter 2026 results with total net revenues for the quarter of $15 billion, reflecting robust sales growth of 12.4%.

For the first quarter, the company achieved adjusted earnings per share of $2.65.

Adjusted gross margin for the quarter was 83.6% of sales, adjusted R&D expense was 15.1% of sales, and adjusted SG&A expense was 22.7% of sales.

Management noted the adjusted operating margin ratio was 40.8% of sales for the first quarter.

Management noted momentum in immunology and neuroscience, which are both delivering share gains in growing markets.

The company announced the U.S. regulatory submissions of Rinvoq for Alopecia Areata and Skyrizi subcutaneous induction in Crohn's disease.

AbbVie expanded its emerging oncology pipeline by closing the Remagen agreement, giving the company a novel PD-1 VEGF bispecific antibody. In obesity, positive top line results were announced for the long-acting amylin analog ABBV-295, demonstrating weight loss of nearly 10% after 12 weeks of treatment.

Management also announced a $1.4 billion investment to build a pharmaceutical manufacturing campus in North Carolina and a $380 million investment for 2 new plants in North Chicago.

For the full year 2026, AbbVie raised its adjusted earnings per share guidance to between $14.08 and $14.28.

The company now expects full year total net revenues of approximately $67.3 billion.

For the second quarter of 2026, management anticipates net revenues of approximately $16.7 billion and adjusted earnings per share between $3.74 and $3.78.

The company is forecasting a second quarter adjusted operating margin ratio of approximately 50%.

Alphabet Inc. reported its first quarter 2026 results, with executive Anat Ashkenazi stating that "Consolidated revenue reached $109.9 billion" for the quarter.

The company reported an operating income of $39.7 billion and an operating margin of 36.1 percent for the first quarter.

Net income was $62.6 billion and earnings per share was $5.11 for the quarter.

Google Cloud revenues were $20 billion for the quarter, and Google Search and Other advertising revenues were $60.4 billion for the quarter.

First quarter CapEx was $35.7 billion and free cash flow was $10.1 billion for the first quarter.CEO Sundar Pichai noted that "our AI investments and full stack approach are driving performance across our business". The company highlighted strong momentum in its enterprise AI offerings, which became the primary growth driver for Google Cloud for the first time.

The Google Cloud backlog reached $462 billion at the end of the first quarter.

Additionally, paid subscriptions reached 350 million, and Waymo surpassed 500,000 fully autonomous rides per week.

Executive Philipp Schindler stated the company is "accelerating the deployment of Gemini across our entire ads infrastructure".Alphabet Inc. closed the acquisition of Wiz in March.

The company noted it will begin delivering TPU hardware to a select group of customers in their own data centers. In partnerships, Kingfisher, Target, and Wayfair closed multiyear cloud and ads deals, while Amazon, Meta, Microsoft, Salesforce, and Stripe joined the Universal Commerce Protocol tech council.

Management provided an updated full year 2026 CapEx guidance range of $180 billion to $190 billion to include investments related to the acquisition of Intersect.

For 2027, the company expects CapEx to "significantly increase compared to 2026". The company expects an FX tailwind of approximately 1 percentage point to consolidated revenue in the second quarter.

Alphabet Inc. also anticipates a low single-digit percentage point headwind to cloud operating margin for the remainder of 2026 related to the Wiz acquisition.

AstraZeneca PLC reported that "Total revenue grew 8% in the quarter" driven by robust demand for innovative medicines. "Core operating profit grew by 12%" and "Core EPS grew by 5% to $2.58" in the first quarter.

Performance varied across segments, with "Oncology total revenues grew 16% in the first quarter to $6.8 billion" and "Rare Disease delivered total revenue of $2.4 billion in quarter 1". Conversely, "Biopharmaceuticals total revenue declined by 2% to $5.8 billion" in the quarter.

Management highlighted continued momentum, securing 14 approvals in major regions since the Q4 2025 results.

The company announced results from 4 positive Phase III programs, including new molecular entities tozorakimab and efzimfotase alfa. "Core R&D expenses increased by 8%" in the first quarter as the company continued to invest in its pipeline and "transformative technologies, including cell therapies and T cell engagers".The company reiterated its full year guidance, noting that total revenue is "anticipated to increase by mid- to high single-digit percentage" and core EPS is "anticipated to increase by low double-digit percentage" at constant exchange rates.

Notable pipeline progress included positive primary analysis data from the Phase III EMERALD-3 trial for Imfinzi in combination with Imjudo.

Management also noted preparations for upcoming product launches, including the anticipated "quarter 2" regulatory decision for baxdrostat.

Meta Platforms, Inc. reported its first quarter 2026 financial results, stating "Q1 total revenue was $56.3 billion" and "Q1 total expenses were $33.4 billion". Management announced "First quarter operating income was $22.9 billion, representing a 41% operating margin". Furthermore, "Net income was $26.8 billion or $10.44 per share" and "Free cash flow was $12.4 billion" for the quarter.

The company also reported that "Q1 family of apps ad revenue was $55 billion".Key business updates centered on artificial intelligence and hardware, with CEO Mark Zuckerberg announcing "the release of our Muse family of models and our first model MuSpark along with a significantly upgraded new version of Meta AI". Zuckerberg highlighted the company's focus on "delivering personal and business agents to billions of people around the world" and advancing "personal Super Intelligence". On the hardware front, management noted continued strong growth in AI glasses revenue, having released "Ray-Ban Meta optics this quarter designed for all day wear".Advertising efficiency and engagement saw targeted improvements during the quarter. CFO Susan Li stated that "ranking improvements that we made in Q1 drove a 10% lift in real time spent" on Instagram.

The deployment of artificial intelligence across advertising systems also yielded positive results, with advances driving "a more than 6% increase in conversion rate for landing page view ads". The company noted that "Family of Apps Other revenue was $885 million," driven primarily by WhatsApp paid messaging and subscriptions.

Forward guidance provided by management expects "second quarter 2026 total revenue to be in the range of $58 billion to $61 billion". Management also forecasted "full year 2026 total expenses to be in the range of $162 billion to $169 billion". Due to expectations for higher component pricing, Meta increased its infrastructure outlook, anticipating "2026 capital expenditures including principal payments on finance leases to be in the range of $125 billion to $145 billion". To help offset these investments, management stated "we plan to reduce the size of our employee base in May".

In the first quarter of 2026, Generac Holdings Inc. reported that consolidated net sales during the quarter increased 12 percent to $1.06 billion.

The Commercial and Industrial segment total sales increased approximately 28 percent to $510 million for the quarter, while the Residential segment total sales increased approximately 1 percent to $552 million for the quarter.

The consolidated gross profit margin for the first quarter was 38.7 percent, and the first quarter adjusted EBITDA was $193 million, or 18.3 percent of net sales. GAAP net income for the company in the quarter was $73 million, with diluted net income per share on a GAAP basis of $1.24 for the first quarter.

Free cash flow was reported at $90 million for the quarter.

Management highlighted continued momentum in the data center end market and the recent acquisitions of Allmand and Enercon as key business updates.

The company is in the final stages of vendor approval with two hyperscale data center customers.

Management also noted receiving a nonbinding notice to proceed for approximately $600 million in 2027 deliveries with a certain hyperscale customer. In the residential segment, the company introduced Generac Home, a new organizational structure combining home standby, portable generator, and energy technology teams.

Notable product updates include the ramping production of Power Micro and the growth of ecobee to more than 5 million connected homes, which delivered its first positive adjusted EBITDA during the first quarter.

Given the first quarter outperformance and momentum across certain end markets, Generac raised its full year 2026 outlook for net sales and adjusted EBITDA. The company now expects full year 2026 consolidated net sales to increase at a mid- to high teens rate.

Commercial and Industrial segment net sales are projected to increase in the mid- to high 20s percent range for the full year, while Residential segment net sales guidance for the year remains consistent with an expected increase in the 10 percent range.

Management updated its gross margin expectations for the full year 2026 to a range of 38.5 percent to 39.5 percent, and increased the guidance range for adjusted EBITDA margins for the full year to 18.5 percent to 19.5 percent.

Projected free cash flow generation is approximately $350 million for the full year 2026.

Booking Holdings Inc. reported its first quarter 2026 financial results, stating "first quarter gross bookings of $53.8 billion grew 15%, revenue of $5.5 billion grew 16% and adjusted EBITDA of approximately $1.3 billion increased 19%". Management noted that "adjusted EPS of $1.14 grew 14% year-over-year". The company reported "about $3.1 billion in free cash flow generated in the quarter" and highlighted that "total merchant gross bookings increased 24% year-over-year in the first quarter".Discussing business updates, executives noted "the impact the Middle East conflict is having on travel" and estimated it "impacted our room night and gross bookings growth by approximately 2 percentage points" for the first quarter.

Despite these headwinds, the company reported its "U.S. room night growth accelerated for the fourth consecutive quarter to the low teens". Management also highlighted progress on their connected trip vision, stating "connected transactions meaning trips that included bookings across more than 1 vertical grew in the high teens range".For forward guidance, the company expects "second quarter room night growth to be between 2% and 4% and for gross bookings, revenue and adjusted EBITDA to each grow between 4% and 6%". For the full year 2026, guidance assumes "gross bookings to be up high single digits to low double digits" and "revenue to be up high single digits". Additionally, the company expects full year "adjusted EPS to be up low to mid-teens" and stated they remain firmly committed to a "long-term constant currency growth ambition of at least 8% gross bookings growth, 8% revenue growth and 15% adjusted EPS growth for future years".On product and partnership announcements, management discussed utilizing generative AI, pointing out that at Priceline, "Penny continues to evolve into a more interactive end-to-end AI-driven journey". For Booking.com, they announced that "smart filters have now been rolled out globally in accommodations". At OpenTable, the company is expanding its AI concierge "beyond answering diner questions, into a broader discovery tool". The company also highlighted external collaborations, citing "relationships with companies such as OpenAI, Google, Anthropic and Amazon".

During the first quarter of 2026, Centene Corporation reported $44.7 billion in premium and service revenue for the quarter.

The company also reported a first quarter adjusted diluted EPS of $3.37.

The consolidated HBR was 87.3% for Q1, with the Medicaid HBR at 93.1% and the Medicare segment producing an HBR of 84.9%.

Cash flow provided by operations was $4.4 billion for Q1.Executive leadership noted they are working to "drive margin improvement through targeted and increasingly scaled initiatives to modernize and standardize processes to better manage medical cost trend." In the Marketplace business, Centene gained visibility into demographic and claims experience, forecasting a slight risk adjustment receivable for the year.

Centene is also "deploying advanced analytics and selective AI-enabled tools across forecasting, medical economics and payment integrity" to help "identify fraud, waste and abnormal claims behavior earlier."For forward guidance, Centene updated its projections to "increase our full year 2026 adjusted EPS outlook to greater than $3.40." The company "added $1 billion of premium revenue to our prior range" and expects the "Medicaid composite rate yield around 4.5%," with "no change to our HBR full year range of 90.9% to 91.7%." Additionally, Centene announced leadership changes, noting "Dan Finke joined the organization to serve as our Group President, overseeing the Medicaid and Commercial businesses," and the company elevated "Michael Carson to Group President, overseeing our Medicare PDP and Specialty businesses."

For the first quarter of 2026, SoFi Technologies, Inc. reported that "adjusted net revenue grew 41% to $1.1 billion". Management stated that for the quarter, "adjusted EBITDA was $340 million, up 62% year-over-year" and their "adjusted EBITDA margin for the quarter was 31%". Regarding the first quarter, "Net income in the quarter was $167 million at a margin of 15%" and "Earnings per share were 0.12".TheLendingsegmenthadaparticularlystrongfirstquarter,generating"629 million in adjusted net revenue". The Financial Services segment also delivered impressive quarterly revenue, "up 41% year-over-year to $429 million".During the first quarter, the company "added a record number of new members at 1.1 million new members, increasing total members by 35% year-over-year to 14.7 million". Management noted the effectiveness of their "everything financial services app strategy" and their "ability to build deeper multiproduct relationships with members". This was demonstrated by the fact that "43% of new products opened by existing SoFi members" in the first quarter.

Executives also prioritized "brand building" and noted that "unaided brand awareness rose to an all-time high of 10%" in the quarter.

Regarding products and partnerships, the company noted it "began minting SoFiUSD" and formed an "important partnership with Mastercard to enable SoFiUSD settlement across their global payments network". Management also discussed their "new big business banking offering, which was officially launched earlier this month" and noted they "relaunched SoFi Plus with significantly enhanced benefits" on April 1. Furthermore, the company added "$3.6 billion of new commitments with 3 new partners" to their loan platform business during the quarter, "including a leading global bank, a prominent insurance group and a top 5 global private asset management firm".For the second quarter of 2026, the company expects to deliver "adjusted net revenue growth of approximately 30% from Q2 '25, which would equate to roughly $1.115 billion". Management also anticipates "an adjusted EBITDA margin of approximately 30%, which would equate to roughly $330 million" for the quarter.

Additionally, guidance for the second quarter includes "an adjusted net income margin of approximately 12% to 13%, which equates to roughly $0.10 to $0.11 of EPS". Executives confirmed that their "full year guidance, which remains unchanged" keeps them on track to hit their 2026 targets.