secwatch / observer

Earnings Releases

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

8-K items 2.02 JSON
SGRY Surgery Partners, Inc.

Surgery Partners, Inc. reported full year 2024 results: revenue at least $3.05 billion. Guidance raised.

“The Company raised its outlook for 2024 revenues to be at least $3.05 billion and projects 2024 Adjusted EBITDA to be at least $505 million.”
SGRY Surgery Partners, Inc.

Surgery Partners, Inc. reported three months ended March 31, 2024 results: revenue $717.4 million, net income -$12.4 million.

“• Revenues increased 7.7% to $717.4 million compared to the prior year period ◦ Same-facility revenues increased 10.2% • Net loss attributable to Surgery Partners, Inc. was $12.4 million”
OKUR OnKure Therapeutics, Inc.

OnKure Therapeutics, Inc. reported first quarter ended March 31, 2024 results: net income net loss of $8.4 million, or $0.25 per share, EPS $0.25 per share.

“We reported a net loss of $8.4 million, or $0.25 per share, during the first quarter of 2024, compared to a net loss of $15.1 million, or $0.60 per share, for the same period in 2023.”
BLD TopBuild Corp

TopBuild Corp reported quarter ended March 31, 2024 results: revenue $1,278,717, net income $152,381, EPS $4.79. Guidance raised.

“3 Months Ended 3/31/24 Reported Change ​ “We are proud of our first quarter results, which reflect the strength of our business, our ongoing drive to improve, and the hard work of our team. “We continue to focus on growing the business – both organically and through M&A – and delivering operational improvements, as evidenced by the 100 basis point expansion in our first quarter adjusted EBITDA margin year over year.” ROBERT BUCK, PRESIDENT & CEO, TOPBUILD Sales $1,278,717 1.1% ​ Gross Margin 30.3% 100 bps ​ SG&A as % of revenue 13.5% 0 bps ​ Operating Profit $214,508 7.6% ​ Operating Margin 16.8% 100 bps ​ Net Income $152,381 12.2% ​ Net Income per diluted share $4.79 11.9%”
ENR ENERGIZER HOLDINGS, INC.

ENERGIZER HOLDINGS, INC. reported the second fiscal quarter ended March 31, 2024 results: revenue $663.3 million, net income $32.4 million, EPS $0.45. Guidance reaffirmed.

“We are on track to return to organic growth in the back half of the year and deliver on our full year outlook.” Top-Line Performance For the quarter, we had Net sales of $663.3 million compared to $684.1 million in the prior year period. (In millions) Second Quarter % Chg Net sales - FY'23 $ 684.1 Organic (18.4) (2.7) % Change in Argentina Operations (3.6)”
TMCI TREACE MEDICAL CONCEPTS, INC.

TREACE MEDICAL CONCEPTS, INC. reported the first quarter ended March 31, 2024 results: revenue $51.1 million, net income ($18.7) million, EPS ($0.30) per share. Guidance lowered.

“through its flagship Lapiplasty ® and Adductoplasty ® Procedures, today reported financial results for the first quarter ended March 31, 2024. Recent Highlights • Revenue of $51.1 million in first quarter 2024 increased 21% over same period in 2023 • Gross margin of 80.2% in first quarter 2024 • First quarter 2024 net loss attributable to common stockholders was”
PLSE PULSE BIOSCIENCES, INC.

PULSE BIOSCIENCES, INC. reported the first quarter ended March 31, 2024 results: net income GAAP net loss for the three months ended March 31, 2024 was ($10.1) million compared to ($9.8) million for the three mon.

“Pulse Biosciences, Inc. (the "Company") announced its financial and operational results for the fiscal quarter ended March 31, 2024.”
COGT Cogent Biosciences, Inc.

Cogent Biosciences, Inc. reported the first quarter ended March 31, 2024 results: net income Net loss was $58.3 million.

“Cogent Biosciences, Inc., a Delaware corporation (the “Company”), issued a press release announcing its financial results for the quarter ended March 31, 2024.”
BSM Black Stone Minerals, L.P.

Black Stone Minerals, L.P. reported first quarter of 2024 results: revenue $113.2 million, net income $63.9 million.

“is a decrease of 12% from $35.03 per Boe in the fourth quarter of 2023 and an 8% decrease from $33.47 in the first quarter of 2023. Black Stone reported oil and gas revenue of $113.2 million (63% oil and condensate) for the first quarter of 2024, a decrease of 15% from $132.6 million in the fourth quarter of 2023. Oil and gas revenue in the first quarter of 2023 was”
CMT CORE MOLDING TECHNOLOGIES INC

CORE MOLDING TECHNOLOGIES INC reported the first quarter ended March 31, 2024 results: revenue $78.1 million, net income $3.8 million, EPS $0.43 per diluted share. Guidance reaffirmed.

“the United States, Canada and Mexico today reports financial and operating results for the three months ended March 31, 2024. First Quarter 2024 Highlights • Total net sales of $78.1 million decreased 21.5% compared to the prior year first quarter. Sequentially, first quarter net sales improved by 5.9%, up from $73.8 million in the 2023 fourth quarter. • Gross margin”
NPO Enpro Inc.

Enpro Inc. reported the quarter ended March 31, 2024 results: revenue $257.5 million, net income $12.5 million, EPS $0.59. Guidance reaffirmed.

“operations, unless otherwise noted) ( * Non-GAAP measure. See the attached schedules for adjustments and reconciliations of historical measures to GAAP measures) • Sales of $257.5 million down 8.9%; organic sales down 11.6% • GAAP income from continuing operations of $12.5 million compared to $26.0 million • Strong performance in Sealing Technologies offset by”
CRBU Caribou Biosciences, Inc.

Caribou Biosciences, Inc. reported the quarter ended March 31, 2024 results: revenue $2.4 million.

“Licensing and collaboration revenue: Revenue from Caribou’s licensing and collaboration agreements was $2.4 million for the three months ended March 31, 2024, compared to $3.5 million for the same period in 2023.”
ENVESTNET, INC.

ENVESTNET, INC. reported the three months ended March 31, 2024 results: revenue $325.0, net income $2.5, EPS $0.05 per diluted share.

“for the three months ended March 31, 2024. Three months ended Key Financial Metrics March 31, % (in millions, except per share data) 2024 2023 Change GAAP: Total revenue $ 325.0 $ 298.7 9 % Net income (loss) attributable to Envestnet, Inc. $ 2.5 $ (41.2) 106 % Net income (loss) attributable to Envestnet, Inc. per diluted share $ 0.05 $ (0.76) 107 %”
VERI Veritone, Inc.

Veritone, Inc. reported the first quarter ended March 31, 2024 results: revenue $31.6 million, net income $25.2 million.

“events for any reason, except as required by law. --- EX-99.1 (EX-99.1) --- EX-99.1 Exhibit 99.1 Veritone Reports First Quarter 2024 Results - Q1 Total Revenue of $31.6 Million, Outperforming the High End of Guidance - - Total ARR (SaaS and Consumption) of $72.1 Million from 3,384 Total Software Products & Services Customers, Including ARR (SaaS) of”
DBVT DBV Technologies S.A.

DBV Technologies S.A. reported the first quarter ended March 31, 2024 results: net income (27,3), EPS (0,28).

“DBV Technologies Reports First Quarter 2024 Financial Results and Business Update”
UE Urban Edge Properties

Urban Edge Properties reported the quarter ended March 31, 2024 results: net income $ 2,603, EPS 0.02. Guidance raised.

“Financial Results (1)(2) (in thousands, except per share amounts) 1Q24 1Q23 Net income (loss) attributable to common shareholders $ 2,603 $ (19,118) Net income (loss) per diluted share 0.02 (0.16)”
INSP Inspire Medical Systems, Inc.

Inspire Medical Systems, Inc. reported the full year 2024 results: revenue $783 million to $793 million. Guidance raised.

“Inspire is initiating first-time diluted net income per share guidance for the full year 2024 of between $0.10 to $0.20 per share.”
INSP Inspire Medical Systems, Inc.

Inspire Medical Systems, Inc. reported the quarter ended March 31, 2024 results: revenue $164.0 million, net income $10.0 million net loss, EPS $0.34 per share net loss per share.

“Revenue was $164.0 million for the three months ended March 31, 2024, a 28% increase from $127.9 million in the corresponding period in the prior year.”
CRC California Resources Corp

California Resources Corp reported the three months ended March 31, 2024 results: net income $10 million, or $0.14 per diluted share.

“On May 7, 2024, California Resources Corporation (the “Company”) issued a press release announcing its financial condition and results of operations for the three months ended March 31, 2024.”
KE Kimball Electronics, Inc.

Kimball Electronics, Inc. reported the third quarter ended March 31, 2024 results: revenue $425.0 million, net income a net loss of $6.1 million, EPS $0.24 per share. Guidance reaffirmed.

“Kimball Electronics, Inc. (Nasdaq: KE) today announced financial results for the third quarter of fiscal 2024 with net sales totaling $425.0 million and a net loss of $6.1 million, or $0.24 per share.”
VVX V2X, Inc.

V2X, Inc. reported the first quarter of 2024 results: revenue $1.01 billion, net income $1.1 million, EPS $0.04. Guidance reaffirmed.

“in such filing. --- EX-99.1 (EX-99.1) --- q12024pressrelease_vf 1 PRESS RELEASE V2X Delivers Solid First Quarter Results First Quarter 2024 Summary • Revenue up 7.1% y/y to $1.01 billion • Operating income of $30.3 million; adjusted operating income1 of $62.9 million • Net income of $1.1 million, up $18.6 million y/y • Adjusted EBITDA1 of $69.1 million with a”
PKST Peakstone Realty Trust

Peakstone Realty Trust reported the quarter ended March 31, 2024 results: revenue approximately $59.2 million, net income approximately $5.5 million, EPS $0.14 per basic and diluted share.

“portfolio. We remain committed to positioning the Company for sustained success and value creation in the years ahead.” First Quarter 2024 Highlights • Revenue of approximately $59.2 million. • Net income of approximately $5.5 million; net income attributable to common shareholders of approximately $5.0 million, or $0.14 per basic and diluted share. • Adjusted Funds”
RYAM RAYONIER ADVANCED MATERIALS INC.

RAYONIER ADVANCED MATERIALS INC. reported first quarter ended March 30, 2024 results: revenue $388 million, net income net loss of $2 million, EPS $(0.02) per diluted share. Guidance reaffirmed.

“--- EX-99.1 (EX-99.1) --- RYAM Announces Improved First Quarter 2024 Results Reaffirms 2024 EBITDA and Increases Free Cash Flow Guidance • Net sales for the first quarter of $388 million, down $79 million from prior year quarter • Net loss for the first quarter of $2 million, a decline of $4 million from prior year quarter • Adjusted EBITDA for the first quarter”
ANET Arista Networks, Inc.

Arista Networks, Inc. reported first quarter ended March 31, 2024 results: revenue $1.571 billion, net income $637.7 million, EPS $1.99 per diluted share. Guidance initiated.

“Revenue of $1.571 billion, an increase of 2.0% compared to the fourth quarter of 2023, and an increase of 16.3% from the first quarter of 2023. • GAAP gross margin of 63.7%, compared to GAAP gross margin of 64.9% in the fourth quarter of 2023 and 59.5% in the first quarter of 2023. • Non-GAAP gross margin of 64.2%, compared to non-GAAP gross margin of 65.4% in the fourth quarter of 2023 and 60.3% in the first quarter of 2023. • GAAP net income of $637.7 million, or $1.99 per diluted share, compared to GAAP net income of $436.5 million, or $1.38 per diluted share in the first quarter of 2023. • Non-GAAP net income of $637.7 million, or $1.99 per diluted share, compared to non-GAAP net income of $452.5 million, or $1.43 per diluted share in the first quarter of 2023.”
CRBP Corbus Pharmaceuticals Holdings, Inc.

Corbus Pharmaceuticals Holdings, Inc. reported the three months ended March 31, 2024 results: net income approximately $6.9 million, EPS a net loss per diluted share of $0.83.

“The Company reported a net loss of approximately $6.9 million, or a net loss per diluted share of $0.83, for the three months ended March 31, 2024, compared to a net loss of approximately $17.7 million, or a net loss per diluted share of $4.24, for the same period in 2023.”
QURE uniQure N.V.

uniQure N.V. reported the quarter ended March 31, 2024 results: revenue $8.5 million.

“Revenue for the three months ended March 31, 2024 was $8.5 million, compared to $5.3 million in the same period in 2023.”
PRGO PERRIGO Co plc

PERRIGO Co plc reported first quarter ended March 30, 2024 results: revenue $1.1 billion, EPS $0.03. Guidance reaffirmed.

“Business Recently Announced Plan to Divest HRA Rare Diseases Business; Expects to Redeploy Proceeds for Debt Paydown First Quarter 2024 Highlights: • First quarter net sales of $1.1 billion declined 8.4% versus the prior year quarter. First quarter organic 1 net sales decreased 7.0%, due primarily to 1) -4.3 percentage points impact due to lower net sales in infant”
ARMK Aramark

Aramark reported the quarter ended March 29, 2024 results: revenue $4.2 billion, EPS $0.20.

“net of tax, recorded during fiscal 2023 on the $1.5 billion Senior Notes due 2025 that were repaid in the current year Page 1 SECOND QUARTER RESULTS Consolidated revenue was $4.2 billion in the second quarter, a 7% increase year-over-year, driven by strong base business volume, pricing actions, and net new business growth. The effect of currency translation”
FLYW Flywire Corp

Flywire Corp reported first quarter ended March 31, 2024 results: revenue $114.1 million, net income $6.2 million.

“Flywire Advantage and strengthening our FlyMate community will position us well for the future.” First Quarter 2024 Financial Highlights: GAAP Results • Revenue increased 21% to $114.1 million in the first quarter of 2024, compared to $94.4 million in the first quarter of 2023. • Gross Profit increased to $70.4 million, resulting in Gross Margin of 61.7%, for the first”
EEX Emerald Holding, Inc.

Emerald Holding, Inc. reported first quarter ended March 31, 2024 results: revenue $133.4 million, net income $11.0 million. Guidance reaffirmed.

“shows and their associated conferences, content and commerce, today reported financial results for the first quarter ended March 31, 2024. Financial Highlights • Revenues of $133.4 million for the first quarter 2024, an increase of $11.1 million, or 9.1% over Q1 2023, primarily due to growth in events and a new acquisition. • Organic Revenues, a non-GAAP measure,”
REAL TheRealReal, Inc.

TheRealReal, Inc. reported first quarter ended March 31, 2024 results: revenue $144 million, net income $(31.1) million, EPS $(0.30). Guidance raised.

“outstanding luxury goods to our buyers. ” First Quarter Financial Highlights • GMV wa s $452 million, an increase of 2% compared to the same period in 2023 • Total Revenue was $144 million, an increase of 1% compared to the same period in 2023 • Gross Profit was $107 million, an increase of $17 million compared to the same period in 2023 • Gross Margin was $74.6% ,”
REAL TheRealReal, Inc.

TheRealReal, Inc. reported financial results for the quarter and fiscal year ended December 31, 2023.

“On February 29, 2024, The RealReal, Inc. (“The RealReal”) issued a press release announcing its financial results for the quarter and fiscal year ended December 31, 2023.”
GSBD Goldman Sachs BDC, Inc.

Goldman Sachs BDC, Inc. reported financial results for the first quarter ended March 31, 2024.

“On May 7, 2024, Goldman Sachs BDC, Inc. (the “Company”) issued a press release announcing its financial results for the first quarter ended March 31, 2024.”
EOLS Evolus, Inc.

Evolus, Inc. reported the first quarter ended March 31, 2024 results: revenue $59.3 million. Guidance reaffirmed.

“Total net revenues for the first quarter of 2024 increased 42% to $59.3 million from $41.7 million in the first quarter of 2023”
OSCR Oscar Health, Inc.

Oscar Health, Inc. reported First Quarter 2024 results: revenue $2.1 billion, net income $177.4 million, EPS $0.62. Guidance reaffirmed.

“Oscar Health, Inc. ir.hioscar.com News Release Oscar Health Announces Results for First Quarter 2024 May 7, 2024 • For the quarter ended March 31, 2024: ◦ Total Revenue of $2.1 billion, a 46% increase YoY ◦ Medical Loss Ratio of 74.2%, a 210 bps improvement YoY ◦ SG&A Expense Ratio of 18.4%, an 870 bps improvement YoY ◦ Net Income attributable to Oscar of $177.4 million, or $0.62 of diluted earnings per share, a $217.1 million improvement YoY”
Intra-Cellular Therapies, Inc.

Intra-Cellular Therapies, Inc. reported the first quarter ended March 31, 2024 results: revenue $144.9 million, net income Net loss for the first quarter of 2024 was $15.2 million. Guidance reaffirmed.

“Total revenues were $144.9 million for the first quarter of 2024, compared to $95.3 million for the same period in 2023.”
INTA Intapp, Inc.

Intapp, Inc. reported third quarter ended March 31, 2024 results: revenue Total revenue was $110.6 million, net income GAAP net loss was $(6.9) million, EPS GAAP net loss per share was $(0.09).

“Announces Third Quarter Fiscal Year 2024 Financial Results • Third quarter SaaS and support revenue of $80.8 million, up 22% year-over-year • Third quarter total revenue of $110.6 million, up 20% year-over-year • Cloud annual recurring revenue (ARR) of $274.2 million, up 33% year-over-year PALO ALTO, Calif., May 7, 2024 – Intapp, Inc. (NASDAQ: INTA), a leading”
TRVI Trevi Therapeutics, Inc.

Trevi Therapeutics, Inc. reported quarter ended March 31, 2024 results: net income Net loss: For the first quarter of 2024, the Company reported a net loss of $10.9 million, compared to a net loss of $6.. Guidance reaffirmed.

“Net loss: For the first quarter of 2024, the Company reported a net loss of $10.9 million, compared to a net loss of $6.4 million in the same period in 2023.”
HASI HA Sustainable Infrastructure Capital, Inc.

HA Sustainable Infrastructure Capital, Inc. reported financial results for the first quarter of 2024.

“On May 7, 2024, Hannon Armstrong Sustainable Infrastructure Capital, Inc. (the “Company”) issued an earnings release announcing its financial results for the quarter ended March 31, 2024, as well as its Q2 2024 dividend.”
DDOG Datadog, Inc.

Datadog, Inc. reported first quarter ended March 31, 2024 results: revenue $611 million, net income GAAP net income per diluted share was $0.12; non-GAAP net income per diluted share was $0.44, EPS GAAP net income per diluted share was $0.12; non-GAAP net income per diluted share was $0.44. Guidance reaffirmed.

“reference in such filing. --- EX-99.1 (EX-99.1) --- Datadog Announces First Quarter 2024 Financial Results May 7, 2024 First quarter revenue grew 27% year-over-year to $611 million Strong growth of larger customers, with about 3,340 $100k+ ARR customers, up from about 2,910 a year ago Announced general availability of Bits AI for Incident Management, Event”
RPD Rapid7, Inc.

Rapid7, Inc. reported the fiscal quarter ended March 31, 2024 results: revenue $205,101, net income $2,258, EPS $0.04.

“2024 2023 % Change (in thousands, except per share data) Product subscriptions revenue $ 196,918 $ 173,772 13 % Professional services revenue 8,183 9,402 (13 %) Total revenue $ 205,101 $ 183,174 12 % North America revenue $ 157,340 $ 143,880 9 % Rest of world revenue 47,761 39,294 22 % Total revenue $ 205,101 $ 183,174 12 % GAAP gross profit $ 144,198 $ 127,175”
ISPC iSpecimen Inc.

iSpecimen Inc. reported for the quarter ended March 31, 2024 results: revenue approximately $2.29 million, net income approximately $2.90 million, EPS ($0.32) per share.

“For the quarter ended March 31, 2024, revenue was approximately $2.29 million, compared to approximately $2.95 million for the quarter ended March 31, 2023.”
ACRS Aclaris Therapeutics, Inc.

Aclaris Therapeutics, Inc. reported first quarter of 2024 results: revenue $2.4 million, net income Net loss was $16.9 million.

“​ Financial Results First Quarter 2024 ● Net loss was $16.9 million for the first quarter of 2024 compared to $28.2 million for the first quarter of 2023. ● Total revenue was $2.4 million for the first quarter of 2024 compared to $2.5 million for the first quarter of 2023. The decrease was primarily driven by lower contract research revenue during the three months”
Semler Scientific, Inc.

Semler Scientific, Inc. reported first quarter ended March 31, 2024 results: revenue $15.9 million, net income $6.1 million, EPS $0.88 per basic share and $0.78 per diluted share.

“(EX-99.1) --- Semler Scientific® Reports First Quarter 2024 Financial Results 2024 Q1 highlights compared to the corresponding period of 2023: ​ ● First quarter revenues were $15.9 million, a decrease of 13% ● First quarter net income was $6.1 million, an increase of 22% ● Cash, cash equivalents and restricted cash balance increased to $62.9 million ​ S anta Clara,”
DKL Delek Logistics Partners, LP

Delek Logistics Partners, LP reported first quarter 2024 results: net income $32.6 million, EPS $0.73 per diluted common limited partner unit.

“Delek Logistics Partners, LP (the “Partnership”) announced its financial results for the quarter ended March 31, 2024.”
Performant Healthcare Inc

Performant Healthcare Inc reported first quarter ended March 31, 2024 results: revenue $27.3 million, net income $(0.05) per diluted share. Guidance reaffirmed.

“Quarter Financial Highlights • Healthcare revenues of $25.8 million, compared to $22.9 million in the prior year period, an increase of approximately 13%. • Total revenues of $27.3 million, compared to total revenues of $25.7 million in the prior year period. • Net loss of $4.0 million, or $(0.05) per diluted share, compared to net loss of $4.2 million, or $(0.06)”
BLMN Bloomin' Brands, Inc.

Bloomin' Brands, Inc. reported first quarter 2024 results: revenue $ 1,195.3, EPS $(0.96). Guidance reaffirmed.

“as further discussed below. See non-GAAP Measures later in this release. First Quarter Financial Results (dollars in millions, unaudited) Q1 2024 Q1 2023 CHANGE Total revenues $ 1,195.3 $ 1,244.7 (4.0) % GAAP operating income margin 6.4 % 9.7 % (3.3) % Adjusted operating income margin (1) 7.5 % 9.7 % (2.2) % Restaurant-level operating margin (1) 16.0 % 17.9 %”
CGBD Carlyle Secured Lending, Inc.

Carlyle Secured Lending, Inc. reported first quarter ended March 31, 2024 results: net income Net investment income for the first quarter of 2024 was $0.54 per common share, EPS $0.54 per common share.

“Net investment income for the first quarter of 2024 was $0.54 per common share, and net asset value per common share increased by 0.5% for the first quarter to $17.07 from $16.99 as of December 31, 2023.”
GOGO Gogo Inc.

Gogo Inc. reported first quarter ended March 31, 2024 results: revenue $104.3 million, net income $30.5 million, EPS $0.23. Guidance reaffirmed.

“Gogo Announces First Quarter Results Total Revenue of $104.3 million, up 6% Year-over-Year; Record First Quarter Service Revenue of $81.7 million, up 4% Year-over-Year Q1 Net Income of $30.5 million; Adjusted EBITDA (1) of $43.3 million Updates 2024 Adjusted EBITDA Guidance and Reiterates Long-Term Targets”
XRN Chiron Real Estate Inc.

Chiron Real Estate Inc. reported the three months ended March 31, 2024 results: revenue $35.1 million, net income $0.8 million, EPS $0.01 per diluted share.

“prior year period. · Portfolio leased occupancy was 96.4% at March 31, 2024. Financial Results Rental revenue for the first quarter 2024 decreased 3.0% year-over-year to $35.1 million, primarily reflecting the impact of the Company’s property dispositions that were completed during 2023. Total expenses for the first quarter were $32.8 million, compared to”

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.