secwatch / observer

Earnings Releases

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

8-K items 2.02 JSON
EGY VAALCO ENERGY INC /DE/

VAALCO ENERGY INC /DE/ reported the full year of 2025 results: net income net loss of $41.4 million, EPS ($0.40 per diluted share).

“2025 Full Year Highlights: • Sold 17,452 net revenue interest ( “ NRI ” ) (1) barrels of oil equivalent per day (“BOEPD”), above the high end of the Company's increased guidance, while delivering production of 16,556 NRI (1) BOEPD or 21,160 working interest ( “ WI ” ) (2) BOEPD, both above the midpoint of Vaalco's increased guidance; • Reported full year (“FY”) 2025 net loss of $41.4 million ($0.40 per diluted share) and Adjusted Net Loss (3) of $4.0 million ($0.04 per diluted share)”
EGY VAALCO ENERGY INC /DE/

VAALCO ENERGY INC /DE/ reported the fourth quarter of 2025 results: net income net loss of $58.6 million, EPS ($0.56 per diluted share).

“Fourth Quarter 2025 Highlights: • Sold 18,566 NRI BOEPD, 10% above the high end of guidance, while production was 16,128 NRI (2) BOEPD or 20,729 WI (2) BOEPD; • Reported net loss of $58.6 million ($0.56 per diluted share)”
NKTR NEKTAR THERAPEUTICS

NEKTAR THERAPEUTICS reported full year 2025 results: revenue $55.2 million, net income $164.1 million, EPS $9.73 basic and diluted loss per share.

“Revenue for the full year of 2025 was $55.2 million compared to $98.4 million in 2024.”
NKTR NEKTAR THERAPEUTICS

NEKTAR THERAPEUTICS reported the fourth quarter ended December 31, 2025 results: revenue $21.8 million, net income $36.1 million, EPS $1.78 basic and diluted net loss per share.

“Revenue in the fourth quarter of 2025 was $21.8 million as compared to $29.2 million in the fourth quarter of 2024.”
LEN LENNAR CORP /NEW/

LENNAR CORP /NEW/ reported first quarter ended February 28, 2026 results: revenue $6.6 billion, net income $229 million, EPS $0.93 per diluted share. Guidance initiated.

“Net earnings per diluted share of $0.93 ($0.88 excluding mark-to-market gains on technology investments) • Net earnings of $229 million • New orders increased 1% year over year to 18,515 homes • Backlog of 15,588 homes with a dollar value of $6.0 billion • Deliveries decreased 5% year over year to 16,863 homes • Total revenues of $6.6 billion • Homebuilding operating earnings of $373 million”
IOR INCOME OPPORTUNITY REALTY INVESTORS INC /TX/

INCOME OPPORTUNITY REALTY INVESTORS INC /TX/ reported the quarter ended December 31, 2025 results: net income $1.0 million, EPS $0.25 per diluted share.

“For the three months ended December 31, 2025, we reported net income attributable to common shares of $1.0 million or $0.25 per diluted share compared to a net income of $1.1 million or $0.27 per share for the same period in 2024.”
SNDA SONIDA SENIOR LIVING, INC.

SONIDA SENIOR LIVING, INC. reported financial results for the fourth quarter and fiscal year ended December 31, 2025.

“Sonida Senior Living, Inc. (the “Company”) announced its financial results for the fourth quarter and fiscal year ended December 31, 2025, by issuing a press release.”
BWEN BROADWIND, INC.

BROADWIND, INC. reported financial results for the fourth quarter and full-year 2025.

“On March 11, 2026, Broadwind, Inc. (the “Company”) issued a press release announcing its financial results as of and for the year ended December 31, 2025.”
CDXS CODEXIS, INC.

CODEXIS, INC. reported fiscal year 2026 results: revenue $72 million to $76 million. Guidance initiated.

“Total revenues are expected to be in the range of $72 million to $76 million.”
CDXS CODEXIS, INC.

CODEXIS, INC. reported fourth quarter ended December 31, 2025 results: net income The net income for the fourth quarter of 2025 was $9.6 million, or $0.11 per share.

“Total revenues increased by 81% to $38.9 million for the fourth quarter of 2025 compared to $21.5 million in the fourth quarter of 2024.”
CDXS CODEXIS, INC.

CODEXIS, INC. reported fiscal year ended December 31, 2025 results: net income The net loss for fiscal year 2025 was $44.0 million, or $0.50 per share.

“Total revenues increased by 19% to $70.4 million for fiscal year 2025 compared to $59.3 million for fiscal year 2024.”
TSSI TSS, Inc.

TSS, Inc. reported financial results for the fourth quarter and year ended December 31, 2025.

“On Wednesday, March 11, 2026, TSS, Inc. (the “Company”), issued a press release reporting certain financial results of the Company for the three and twelve months ended December 31, 2025. A copy of the press release is being furnished herewith as Exhibit 99.1.”
SGMT Sagimet Biosciences Inc.

Sagimet Biosciences Inc. reported financial results for the fourth quarter and full year ended December 31, 2025.

“On March 11, 2026, Sagimet Biosciences Inc. (the "Company") issued a press release announcing its financial results for the fourth quarter and year ended December 31, 2025.”
BTCS BTCS Inc.

BTCS Inc. reported financial results for the year ended December 31, 2025.

“Investor presentation contained selected financial results for the year ended December 31, 2025.”
DMRC Digimarc CORP

Digimarc CORP reported the quarter and year ended December 31, 2025 results: revenue $8.9 million, net income ($0.19) per diluted share, EPS ($0.19) per diluted share.

“2025. Service revenue for the fourth quarter of 2025 was $3.6 million compared to $3.6 million for the fourth quarter of 2024 . Total revenue for the fourth quarter of 2025 was $8.9 million compared to $8.7 million for the fourth quarter of 2024 . Annual recurring revenue (ARR 1 ) as of December 31, 2025, was $13.7 million compared to $20.0 million as of December”
BGSF BGSF, INC.

BGSF, INC. reported financial results for fourth fiscal quarter ended December 28, 2025.

“On March 11, 2026, BGSF, Inc. (the "Company") issued a press release regarding its financial results for the fourth fiscal quarter ended December 28, 2025.”
MRMD MARIMED INC.

MARIMED INC. reported fourth quarter and year ended December 31, 2025 results: revenue $159.8 million, net income GAAP Net loss $ (14.5).

“Adjusted EBITDA for the sixth consecutive year, reflecting the strength of its branded product portfolio and disciplined operational execution. 2025 Highlights • Revenue of $159.8 million • Sixth consecutive year of positive Adjusted EBITDA • Wholesale revenue increased 11% • Distribution expanded to 85% of dispensaries in core markets • Betty’s Eddies ranked #1”
TLYS TILLY'S, INC.

TILLY'S, INC. reported financial results for the fourth quarter and full year ended January 31, 2026.

“On March 11, 2026, Tilly's, Inc. (the "Company") issued an earnings press release for the fourth quarter and full year ended January 31, 2026.”
SFIX Stitch Fix, Inc.

Stitch Fix, Inc. reported fiscal year 2026 results: revenue $1.330 billion - $1.350 billion.

“Stitch Fix’s updated financial outlook for fiscal year 2026 is as follows: Fiscal Year 2026 Net Revenue $1.330 billion - $1.350 billion 5.0% - 6.5% YoY Adjusted EBITDA $42 million - $50 million 3.2% - 3.7% margin”
SFIX Stitch Fix, Inc.

Stitch Fix, Inc. reported third quarter of fiscal 2026, ending May 2, 2026 results: revenue $330 million - $335 million.

“Stitch Fix’s financial outlook for the third quarter of fiscal 2026, ending May 2, 2026, is as follows: Q3 2026 Net Revenue $330 million - $335 million 1.5% - 3.1% YoY Adjusted EBITDA $7 million - $10 million 2.1% - 3.0% margin”
SFIX Stitch Fix, Inc.

Stitch Fix, Inc. reported second quarter of fiscal 2026 ended January 31, 2026 results: revenue Net revenue of $341.3 million, net income Net loss of $2.7 million, EPS diluted loss per share of $0.02.

“Second Quarter Fiscal 2026 Key Metrics and Financial Highlights • Net revenue of $341.3 million, an increase of 9.4% year-over-year. • Active clients of 2.288 million, a decrease of 0.8% quarter-over-quarter and a decrease of 3.5% year-over-year. • Net revenue per active client of $577, an increase of 7.4% year-over-year. • Gross margin of 43.6%, a decrease of 90 basis points year-over-year. • Net loss of $2.7 million and net loss margin of 0.8%; diluted loss per share of $0.02.”
NERV Minerva Neurosciences, Inc.

Minerva Neurosciences, Inc. reported financial results for the fourth quarter and year ended December 31, 2025.

“Minerva Neurosciences, Inc. (Nasdaq: NERV), a clinical-stage biopharmaceutical company focused on the development of therapies to treat central nervous system (CNS) disorders, today provided business updates and reported financial results for the fourth quarter and year ended December 31, 2025.”
PANL Pangaea Logistics Solutions Ltd.

Pangaea Logistics Solutions Ltd. reported the three months ended December 31, 2025 results: revenue $183.9 million, net income $10.1 million, EPS $0.16 per share.

“Pangaea reported non-GAAP adjusted net income of $10.1 million, or $0.16 per share, on total revenue of $183.9 million.”
EVFM Evofem Biosciences, Inc.

Evofem Biosciences, Inc. reported the three months ended December 31, 2025 results: revenue $9.6 million, net income $2.8 million, EPS $0.02 per basic and $0.00 per diluted share.

“For the three months ended December 31, 2025, net sales were $9.6 million, versus $7.1 million in the prior year period.”
EVFM Evofem Biosciences, Inc.

Evofem Biosciences, Inc. reported the year ended December 31, 2025 results: revenue $20.2 million, net income $0.3 million, EPS $0.00 per basic and diluted share.

“or the Company) (OTCID: EVFM), today announced financial results for the fourth quarter and year ended December 31, 2025. Highlights include: ● Achieved record net sales of $20.2 million in 2025 — Evofem’s fifth consecutive year of net sales growth — mainly driven by sales of PHEXX® (lactic acid, citric acid, and potassium bitartrate), our hormone-free, on”
VRCA Verrica Pharmaceuticals Inc.

Verrica Pharmaceuticals Inc. reported Fourth Quarter and Full Year 2025 results: revenue $35.6 million.

“Verrica Pharmaceuticals Reports Fourth Quarter and Full Year 2025 Financial Results – YCANTH ® net revenue grew 130% to $15.3 million in 2025, and selling, general and administrative expenses decreased by over 40%, when compared to 2024 – – Company earned $35.6 million in total revenue in 2025, up from $7.6 million in the prior year”
CPB CAMPBELL'S Co

CAMPBELL'S Co updated its full-year fiscal 2026 guidance (lowered).

“Full-Year Fiscal 2026 Guidance: Largely driven by the near-term outlook for our Snacks business and select incremental trade investments, Campbell's is lowering its full-year fiscal 2026 guidance provided on December 9, 2025 to reflect a more cautious view for the balance of the year.”
CPB CAMPBELL'S Co

CAMPBELL'S Co reported the quarter ended February 1, 2026 results: revenue $2.6 billion, EPS $0.48.

“CAMPBELL'S REPORTS SECOND QUARTER FISCAL 2026 RESULTS • Net Sales decreased 5% to $2.6 billion and decreased 3% on an organic basis. • Earnings Before Interest and Taxes (EBIT) decreased to $273 million. Adjusted EBIT decreased 24% to $282 million. • Earnings Per Share (EPS) decreased to $0.48. Adjusted EPS decreased 31% to $0.51.”
ELUT ELUTIA INC.

ELUTIA INC. reported the year ended December 31, 2025 results: revenue $12.3 million, net income $53.4 million.

“continuing operations and exclude the divested BioEnvelope business. For the year ended December 31, 2025, as compared to the same period of 2024: ​ • Overall net sales were $12.3 million, compared to $14.5 million, reflecting the changes in the SimpliDerm and cardiovascular distribution models. • Net sales of SimpliDerm were $9.1 million, compared to $11.6”
ELUT ELUTIA INC.

ELUTIA INC. reported the fourth quarter ended December 31, 2025 results: revenue $3.3 million, net income $70.8 million.

“and exclude the divested BioEnvelope business. For the three-month period ended December 31, 2025, as compared to the same period of 2024: ​ ​ ​ • Overall net sales were $3.3 million, compared to $2.8 million in Q4 2024, an increase of 16%. • Net sales of SimpliDerm were $2.1 million, compared to $2.3 million in Q4 2024. • Net sales of Cardiovascular products”
TH Target Hospitality Corp.

Target Hospitality Corp. reported the fourth quarter and year ended December 31, 2025 results: revenue $320.6 million, net income ($37.1) million, EPS $0.37.

“hospitality services, today reported results for the fourth quarter and year ended December 31, 2025. ​ Financial Highlights for the year ended December 31, 2025 ​ ● Revenue of $320.6 million. ● Net loss of ($37.1) million. ● Basic and diluted loss per share of $0.37 . ● Adjusted EBITDA (1) of $53.2 million. ● Net Cash Provided by Operating Activities of $74 million”
PATH UiPath, Inc.

UiPath, Inc. reported fourth quarter and full year fiscal 2026 ended January 31, 2026 results: revenue $481 million. Guidance reaffirmed.

“by reference. The information contained in this Item 2.02 and --- EX-99.1 (EX-99.1) --- UiPath Reports Fourth Quarter and Full Year Fiscal 2026 Financial Results Revenue of $481 million increased 14 percent year-over-year ARR of $1.853 billion increased 11 percent year-over-year GAAP operating income of $80 million and non-GAAP operating income of $150 million”
KLXE KLX Energy Services Holdings, Inc.

KLX Energy Services Holdings, Inc. reported full year ended December 31, 2025 results: revenue $637 million, net income $(77) million, EPS $(4.12).

“Revenue of $637 million • Net loss of $(77) million, net loss margin of (12)% and diluted loss per share of $(4.12)”
KLXE KLX Energy Services Holdings, Inc.

KLX Energy Services Holdings, Inc. reported fourth quarter ended December 31, 2025 results: revenue $157 million, net income $(15) million, EPS $(0.78).

“Revenue of $157 million • Net loss of $(15) million, net loss margin of (10)% and diluted loss per share of $(0.78)”
PLRX PLIANT THERAPEUTICS, INC.

PLIANT THERAPEUTICS, INC. reported fourth quarter ended December 31, 2025 results: net income $23.6 million.

“Net loss was $23.6 million as compared to $49.7 million for the prior-year quarter.”
CURI CuriosityStream Inc.

CuriosityStream Inc. reported the first half of 2026 results: revenue within the range of $38 - $42 million. Guidance initiated.

“Revenue within the range of $38 - $42 million.”
CURI CuriosityStream Inc.

CuriosityStream Inc. reported the fiscal year ended December 31, 2025 results: revenue $71.7 million, net income Net loss of $6.4 million.

“• Revenue of $71.7 million, a 40% increase from $51.1 million in 2024; • Record annual gross profit of $40.5 million or 57% gross margin, compared to $25.8 million or 50% gross margin in 2024; • Net loss of $6.4 million, inclusive of $14.4 million of non-cash stock-based compensation”
CURI CuriosityStream Inc.

CuriosityStream Inc. reported the fourth quarter ended December 31, 2025 results: revenue $19.2 million, net income Net loss of $3.8 million.

“• Revenue of $19.2 million, a 36% increase from $14.1 million in the fourth quarter of 2024; • Record quarterly gross profit of $11.6 million or 61% gross margin, compared to $7.4 million or 52% gross margin in the fourth quarter of 2024; • Net loss of $3.8 million, inclusive of $4.3 million of non-cash stock-based compensation”
KPLT Katapult Holdings, Inc.

Katapult Holdings, Inc. reported the fourth quarter ended December 31, 2025 results: revenue $73.9 million, net income $19.8 million.

“Gross originations were $77.9 million, an increase of 3.7%. Excluding the home furnishings and mattress category, gross originations grew approximately 14.2% year-over-year. • Total revenue was $73.9 million, an increase of 17.3% • Total operating expenses in the fourth quarter increased by $0.3 million. Our fixed cash operating expenses 2 , which exclude transaction related costs and other non-cash and variable expenses, decreased by 40.5% year-over-year. • Loss from operations was $(1.0) million, an improvement compared with a loss of $(4.8) million in the fourth quarter of 2024 • Net income was $19.8 million for the fourth quarter of 2025, an improvement compared with net loss of $(9.6) million reported for the fourth quarter of 2024.”
HPK HighPeak Energy, Inc.

HighPeak Energy, Inc. updated its 2026 guidance (initiated).

“In addition, HighPeak provided its 2026 guidance and capital budget, as approved by its Board of Directors.”
HPK HighPeak Energy, Inc.

HighPeak Energy, Inc. reported the fourth quarter of 2025 results: net income $25.2 million, EPS ($0.21) per diluted share. Guidance initiated.

“HighPeak reported a net loss of $25.2 million for the fourth quarter of 2025, or ($0.21) per diluted share”
HPK HighPeak Energy, Inc.

HighPeak Energy, Inc. reported full-year 2025 results: net income $19.0 million, EPS $0.14 per diluted share. Guidance initiated.

“HighPeak reported net income of $19.0 million for full-year 2025, or $0.14 per diluted share”
GRDN Guardian Pharmacy Services, Inc.

Guardian Pharmacy Services, Inc. reported full year 2026 results: revenue $1.40 billion – $1.42 billion. Guidance raised.

“FY 2026 Outlook – Raising Adjusted EBITDA Guidance The guidance below excludes future acquisitions. Updated Guidance Previous Guidance Revenue $1.40 billion – $1.42 billion $1.40 billion – $1.42 billion Adjusted EBITDA $120 million – $124 million $115 million – $118 million”
GRDN Guardian Pharmacy Services, Inc.

Guardian Pharmacy Services, Inc. reported full year ended December 31, 2025 results: revenue $1.45 billion, net income $49.0 million, EPS $0.78.

“Revenue of $1.45 billion, up 18% from $1.23 billion in the prior year period with organic growth of 13%. • Net Income (loss) of $49.0 million, compared to ($71.0) million in 2024. • Adjusted EBITDA of $115.1 million, up 27% compared to $90.8 million year over year. • Diluted EPS of $0.78, with Adjusted EPS of $1.07 1 . • Cash and cash equivalents totaled $65.6 million at year end, up from $4.7 million at the end of 2024.”
GRDN Guardian Pharmacy Services, Inc.

Guardian Pharmacy Services, Inc. reported fourth quarter ended December 31, 2025 results: revenue $397.6 million, net income $21.3 million, EPS $0.33.

“Revenue of $397.6 million, up 17% year-over-year with organic growth of 12%. • Residents served ended the quarter at approximately 205,000, up 10% year-over-year. • Net Income of $21.3 million, up 81% from $11.8 million in the prior-year period. • Adjusted EBITDA of $39.5 million, up 53% year over year. • Diluted EPS of $0.33 for the quarter, with Adjusted EPS of $0.37.”
SST System1, Inc.

System1, Inc. reported full year 2025 results: revenue $266.1 million, net income $81.2 million.

“Fiscal Year 2025 Financial Results: • Revenue Decreased 23% Over Prior Year to $266.1 million • Gross Profit Decreased 1% Over Prior Year to $100.4 million • Adjusted Gross Profit Increased 1% Over Prior Year to $153.4 million • Adjusted Gross Profit Margin Increased to 58% from 44% Year-Over-Year • GAAP Net Loss Decreased 17% Over Prior Year to $81.2 million • Adjusted EBITDA Increased 9% Over Prior Year to $41.9 million”
SST System1, Inc.

System1, Inc. reported fourth quarter 2025 results: revenue $51.9 million, net income $17.8 million.

“Fourth Quarter Financial Highlights: • Revenue Decreased 31% Over Prior Year to $51.9 million • Gross Profit Decreased 33% Over Prior Year to $21.3 million • Adjusted Gross Profit Decreased 22% Over Prior Year to $34.9 million • Adjusted Gross Profit Margin Increased to 67% from 59% Over Prior Year • GAAP Net Loss Decreased 1% Over Prior Year to $17.8 million • Adjusted EBITDA Decreased 54% Over Prior Year to $8.2 million”
OPFI OppFi Inc.

OppFi Inc. reported fourth quarter and full year 2025 results: EPS Basic and diluted earnings per share ("EPS") increased $0.63 year over year to $0.99.

“Net income increased 74.4% year over year to $146.2 million, a new Company record”
BTMD biote Corp.

biote Corp. reported Full Year 2025 results: revenue $192.2 million, net income $31.6 million, EPS $0.74 per diluted share.

“Full Year 2025 Financial Highlights • Revenue of $192.2 million • Gross profit margin of 71.5% • Net income of $31.6 million and diluted earnings per share attributable to biote Corp. stockholders of $0.74 per diluted share, compared to net income of $0.05 million and diluted earnings per share attributable to biote Corp. stockholders of $0.09 in 2024”
BTMD biote Corp.

biote Corp. reported the fourth quarter and fiscal year ended December 31, 2025 results: revenue $46.4 million, net income $2.6 million, EPS $0.06.

“expansion to capture large growth opportunity Anticipate a return to procedure revenue growth in the second half of 2026 Fourth Quarter 2025 Financial Highlights • Revenue of $46.4 million • Gross profit margin of 68.0% • Net income of $2.6 million and diluted earnings per share attributable to biote Corp. stockholders of $0.06, compared to net income of $3.5”

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.