secwatch / observer

Earnings Releases

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

8-K items 2.02 JSON
GCT GigaCloud Technology Inc

GigaCloud Technology Inc reported first quarter ended March 31, 2026 results: revenue $359.5 million, net income $38.1 million, EPS $1.04.

“Total revenues of $359.5 million, increased 32.2% year-over-year. • Gross profit of $85.8 million, increased 34.7% year-over-year. Gross margin was 23.9%, compared to 23.4% in the first quarter of 2025. • Net income of $38.1 million, compared to $27.1 million reported in the prior-year period. Net income margin was 10.6%, compared to 10.0% in the first quarter of 2025. Diluted EPS increased 52.9% year-over-year to $1.04.”
NUVL Nuvalent, Inc.

Nuvalent, Inc. reported financial results for first quarter 2026.

“Nuvalent, Inc. (Nasdaq: NUVL), a clinical-stage biopharmaceutical company focused on creating precisely targeted therapies for clinically proven kinase targets in cancer, today outlined pipeline progress, reiterated key anticipated milestones, and reported first quarter 2026 financial results.”
DH Definitive Healthcare Corp.

Definitive Healthcare Corp. reported Q1 2026 results: revenue $55.9 million, net income $(192.4) million.

“First Quarter 2026 Financial Highlights: • Revenue was $55.9 million, a decrease of 6% from $59.2 million in Q1 2025. • Net Loss , inclusive of goodwill impairment charges of $197.2 million, was $(192.4) million, or (344)% of revenue, compared to $(155.1) million in Q1 2025, inclusive of goodwill impairment charges of $176.5 million, or (262)% of revenue.”
CWAN Clearwater Analytics Holdings, Inc.

Clearwater Analytics Holdings, Inc. reported the first quarter ended March 31, 2026 results: revenue $221.2 million, net income $2.8 million, EPS $0.01.

“measures is contained in the attached press release. --- EX-99.1 (EX-99.1) --- Clearwater Analytics Announces First Quarter 2026 Financial Results Quarterly Revenue of $221.2 Million, Up 74% Year-Over-Year Annualized Recurring Revenue of $872 Million, Up 77% Year-Over-Year Adjusted EBITDA of $77.4 Million, Up 72% Year-Over-Year BOISE, Idaho — May 7, 2026 —”
CCSI Consensus Cloud Solutions, Inc.

Consensus Cloud Solutions, Inc. reported first quarter of fiscal 2026 results: revenue $88.5 million, net income $24.7 million, EPS $1.30. Guidance reaffirmed.

“operating activities and Free cash flow.” said Scott Turicchi, CEO of Consensus. FIRST QUARTER UNAUDITED 2026 HIGHLIGHTS Q1 2026 quarterly revenues increased by $1.3 million to $88.5 million compared to $87.1 million for Q1 2025. This increase was primarily due to an increase of $4.4 million or 8.2% in our Corporate business, partially offset by a decrease of $3.1”
XERS Xeris Biopharma Holdings, Inc.

Xeris Biopharma Holdings, Inc. reported the three months ended March 31, 2026 results: revenue $83,127, net income $2.2 million.

“Three months ended March 31, Change 2026 2025 $ % Product revenue (in thousands): Recorlev $ 49,768 $ 25,530 $ 24,238 95 Gvoke 20,800 20,845 (45) — Keveyis 11,886 11,427 459 4 Product revenue, net 82,454 57,802 24,652 43 Royalty, contract and other revenue 673 2,317 (1,644) (71) Total revenue $ 83,127 $ 60,119 $ 23,008 38”
REFI Chicago Atlantic Real Estate Finance, Inc.

Chicago Atlantic Real Estate Finance, Inc. reported first quarter ended March 31, 2026 results: net income Net income $ 4,840,364 $ 0.23, EPS Distributable earnings - diluted $ 9,833,020 $ 0.46.

“$ 0.61 $ 14,238,203 $ 0.66 $ 13,041,933 $ 0.61 Total expenses before provision for expected credit losses $ 4,239,871 $ 0.20 $ 5,981,137 $ 0.28 $ 4,073,897 $ 0.19 Net income $ 4,840,364 $ 0.23 $ 8,157,249 $ 0.38 $ 10,041,312 $ 0.47 (Benefit) provision for current expected credit losses $ 3,837,851 $ 0.18 $ 99,817 $ 0.00 $ (1,073,276 ) $ (0.05 ) Distributable”
ONL Orion Properties Inc.

Orion Properties Inc. reported the first quarter ended March 31, 2026 results: revenue $36.3 million, net income $(13.6) million, or $(0.24) per share.

“First Quarter 2026 Financial Overview • Total revenues of $36.3 million • Net loss attributable to common stockholders of $(13.6) million, or $(0.24) per share”
ARHS Arhaus, Inc.

Arhaus, Inc. reported the first quarter ended March 31, 2026 results: revenue $314 million, net income decreased 54.5% to $2 million. Guidance reaffirmed.

“design, reported first quarter results for the period ended March 31, 2026. First Quarter 2026 Highlights Compared to the first quarter of 2025: • Net revenue increased 0.9% to $314 million • Gross margin decreased 1.0% to $114 million • Selling, general and administrative expenses increased 1.9% to $112 million • Net and comprehensive income decreased 54.5% to $2”
ESAB ESAB Corp

ESAB Corp reported first quarter ended April 3, 2026 results: revenue $746 million, net income $50 million, EPS $0.82 diluted earnings per share. Guidance reaffirmed.

“ESAB reported record first quarter sales of $746 million, an increase of 10% on a reported basis or a decrease of 1% on a core organic growth basis before acquisitions and currency translation, as compared to the prior year. ESAB also reported first quarter net income from continuing operations attributable to ESAB of $50 million or $0.82 diluted earnings per share and core adjusted net income of $80 million or $1.31 diluted earnings per share, up 5% on a year-over-year basis.”
ACDC ProFrac Holding Corp.

ProFrac Holding Corp. reported first quarter ended March 31, 2026 results: revenue $450 million, net income Net loss was $81 million.

“Total revenue was $450 million compared to fourth quarter revenue of $437 million”
PGY Pagaya Technologies Ltd.

Pagaya Technologies Ltd. updated its Full-Year 2026 guidance (raised).

“Pagaya Reports First Quarter 2026 Results & Raising Full-Year Net Income Guidance”
PGY Pagaya Technologies Ltd.

Pagaya Technologies Ltd. reported the quarter ended March 31, 2026 results: revenue $318 million, net income $25 million. Guidance raised.

“Raising Full-Year Net Income Guidance Reported solid performance across key metrics • $25 million GAAP net income; up $17 million YoY • $94 million Adjusted EBITDA; up 18% YoY • $318 million Total revenue and other income; up 10% YoY • $2.6 billion Network volume; up 9% YoY New York, NY and Tel Aviv, Israel – May 7, 2026 – Pagaya Technologies Ltd. (NASDAQ: PGY)”
DTI Drilling Tools International Corp

Drilling Tools International Corp reported first quarter ended March 31, 2026 results: revenue $38.0 million, net income $1.5 million, EPS loss of $0.04 per share. Guidance reaffirmed.

“today reported its results for the three months ended March 31, 2026. For the first quarter of 2026, DTI generated total consolidated revenue of $38.0 million. First quarter Tool Rental revenue was $28.9 million, and Product Sales revenue totaled approximately $9.0 million. Net Loss attributable to common stockholders for the first quarter was $1.5 million, or a loss of $0.04 per share.”
NMRA Neumora Therapeutics, Inc.

Neumora Therapeutics, Inc. reported the first quarter ended March 31, 2026 results: net income $53.5 million.

“compared to $18.8 million for the same period in 2025. The decrease was primarily attributable to lower personnel-related costs. • Net Loss: The Company reported a net loss of $53.5 million for the first quarter of 2026, as compared to $68.0 million for the same period in 2025.”
GPCR Structure Therapeutics Inc.

Structure Therapeutics Inc. reported financial results for the first quarter ended March 31, 2026.

“Structure Therapeutics Inc. (NASDAQ: GPCR), a clinical-stage global biopharmaceutical company developing novel oral small molecule therapeutics for metabolic diseases, with a focus on obesity, today reported financial results for the first quarter ended March 31, 2026, and provided a business update.”
PRME Prime Medicine, Inc.

Prime Medicine, Inc. reported the quarter ended March 31, 2026 results: net income Net loss was $49.1 million for the three months ended March 31, 2026.

“Prime Medicine, Inc. (Nasdaq: PRME), a biotechnology company committed to delivering a new class of differentiated one-time curative genetic therapies, today reported financial results for the quarter ended March 31, 2026 and provided a business update.”
FIP FTAI Infrastructure Inc.

FTAI Infrastructure Inc. reported first quarter 2026 results: net income $ (150,172), EPS $(1.32) per share of common stock.

“per share data) Selected Financial Results Q1’26 Net Loss Attributable to Stockholders, Before Series B Preferred Stock Dividend and Loss on Extinguishment of Preferred Stock $ (150,172) Basic and Diluted Loss per Share of Common Stock $ (1.32) Adjusted EBITDA (1) $ 70,592 Adjusted EBITDA - Four core segments (1)(2) $ 78,760 _______________________________ (1)”
Golub Capital BDC 4, Inc.

Golub Capital BDC 4, Inc. reported financial results for its second fiscal quarter ended March 31, 2026.

“On May 7, 2026, in connection with the release of its financial results for its second fiscal quarter ended March 31, 2026 , Golub Capital BDC 4, Inc. is providing an earnings presentation to its shareholders of record as of March 31, 2026.”
SYRA Syra Health Corp

Syra Health Corp reported first quarter ended March 31, 2026 results: revenue $2.3 million, net income $240,979, EPS $0.02 per share.

“period ● Q1 2026 EPS grew to $0.02 per share versus ($0.04) in Q1 2025 ● Gross Margin rose to 42.7%, up 11 percentage points year-over-year ● Total revenue increased to $2.3 million, up 22% when compared to the prior year period Carmel, Ind., May 7, 2026 / PRNewswire – Syra Health Corp. (OTCQB: SYRA) (“Syra Health” or the “Company”), an integrated healthcare”
GRNT Granite Ridge Resources, Inc.

Granite Ridge Resources, Inc. reported the quarter ended March 31, 2026 results: net income net loss of $47.0 million, or $0.36 net loss per share, EPS $0.36 net loss per share. Guidance reaffirmed.

“• Grew daily production 18% to 34,467 barrels of oil equivalent (“Boe”) per day (48% oil), from 29,245 Boe per day for the first quarter of 2025. • Reported net loss of $47.0 million, or $0.36 net loss per share, versus net income of $9.8 million, or $0.07 net income per diluted share, for the prior year period. Adjusted Net Income (non-GAAP) totaled $3.1”
RXO RXO, Inc.

RXO, Inc. reported the fiscal quarter ended March 31, 2026 results: revenue $1.4 billion, net income GAAP net loss of $36 million, EPS GAAP diluted loss per share of $0.21.

“nature and that a supply-driven recovery is taking shape. RXO is well positioned to deliver strong shareholder returns over the long term.” Companywide Results RXO’s revenue was $1.4 billion for the first quarter, compared to $1.4 billion in the first quarter of 2025. Gross margin was 14.2%, compared to 16.0% in the first quarter of 2025. The company reported a”
NAMS NewAmsterdam Pharma Co N.V.

NewAmsterdam Pharma Co N.V. reported financial results for the quarter ended March 31, 2026.

“On May 7, 2026, NewAmsterdam Pharma Company N.V. (the “Company”) issued a press release announcing corporate updates and its financial results for the quarter ended March 31, 2026.”
ZYME Zymeworks Inc.

Zymeworks Inc. reported financial results for the first quarter March 31, 2026 (three months ended March 31, 2026).

“On May 7, 2026, Zymeworks Inc. (the "Company") issued a press release announcing its financial results for the three months ended March 31, 2026.”
CVKD Cadrenal Therapeutics, Inc.

Cadrenal Therapeutics, Inc. reported the quarter ended March 31, 2026 results: net income $2.5 million.

“Cadrenal reported a net loss of $2.5 million for the quarter ended March 31, 2026”
SVCO Silvaco Group, Inc.

Silvaco Group, Inc. reported the first fiscal quarter ended March 31, 2026 results: revenue $17.8 million, net income $5.9 million, EPS $0.19.

“enhancements. • Announced partnership with ITRI to support MCU development and startup innovation. First Quarter 2026 Financial Results GAAP Financial Results: • Revenue of $17.8 million, up 26% year-over-year. ◦ TCAD revenue of $9.6 million, up 22% year-over-year. ◦ EDA revenue of $4.1 million, down 20% year-over-year. ◦ SIP revenue of $4.0 million, up 270%”
KVUE Kenvue Inc.

Kenvue Inc. reported financial results for the fiscal first quarter ended March 29, 2026.

“On May 7, 2026, Kenvue Inc. issued the attached press release (Exhibit 99.1) announcing its financial results for the fiscal first quarter ended March 29, 2026.”
MSGE Madison Square Garden Entertainment Corp.

Madison Square Garden Entertainment Corp. reported third quarter ended March 31, 2026 results: revenue $246.3 million.

“For the fiscal 2026 third quarter, the Company reported revenues of $246.3 million, an increase of $3.8 million, or 2%, as compared to the prior year quarter.”
MNR MACH NATURAL RESOURCES LP

MACH NATURAL RESOURCES LP reported the three months ended March 31, 2026 results: revenue $286 million, net income $35 million.

“Mach reported total revenue and a net loss of $286 million and $35 million in the first quarter of 2026 , respectively.”
HHH Howard Hughes Holdings Inc.

Howard Hughes Holdings Inc. reported financial results for first quarter ended March 31, 2026.

“issued a press release announcing the Company’s financial results for the first quarter ended March 31, 2026”
PAL Proficient Auto Logistics, Inc

Proficient Auto Logistics, Inc reported the three months ended March 31, 2026 results: revenue Total Operating Revenue of $93.7 million.

“PAL) (the “Company” or “Proficient”) today reported its financial results for the three months ended March 31, 2026. First Quarter 2026 Summary Total Operating Revenue of $93.7 million, decreased (1.6%) from Q1 2025 Total Operating Loss of ($6.9) million, versus ($2.4) million in Q1 2025 Adjusted Operating Income (1) (Loss) of ($3.2) million, versus $1.2”
FUN Six Flags Entertainment Corporation/NEW

Six Flags Entertainment Corporation/NEW reported the first quarter ended March 29, 2026 results: revenue $225.6 million, net income net loss of $268.6 million, EPS Net loss attributable to Six Flags Entertainment Corporation totaled $269 million.

“today announced its results for the first quarter ended March 29, 2026. First Quarter 2026 Results As compared to the first quarter of 2025: • Net revenues increased 12% to $225.6 million. • Attendance increased 4% to 2.9 million visits. • Per capita spending (1) increased 6% to $69.26, reflecting effective ticket pricing initiatives, improved ticket mix, and”
TWFG TWFG, Inc.

TWFG, Inc. reported the first quarter ended March 31, 2026 results: revenue $72.8 million, net income $13.1 million, EPS $0.12. Guidance reaffirmed.

“Total revenues for the quarter increased 35.3% to $72.8 million, compared to $53.8 million in the prior year period • Commission income for the quarter increased 37.4% to $67.1 million, compared to $48.8 million in the prior year period • Net income for the quarter was $13.1 million, compared to $6.9 million in the prior year period, and net income margin for the quarter was 18.0% • Diluted Earnings Per Share for the quarter was $0.12”
RAPP Rapport Therapeutics, Inc.

Rapport Therapeutics, Inc. reported financial results for the quarter ending March 31, 2026.

“On May 7, 2026, Rapport Therapeutics, Inc. (the “Company”) announced its financial results and business highlights for the quarter ended March 31, 2026.”
CON Concentra Group Holdings Parent, Inc.

Concentra Group Holdings Parent, Inc. reported full year 2026 results: revenue $2.275 billion to $2.375 billion. Guidance raised.

“Concentra raised its financial guidance for 2026. We now expect to deliver the following results: • Revenue in the range of $2.275 billion to $2.375 billion”
CON Concentra Group Holdings Parent, Inc.

Concentra Group Holdings Parent, Inc. reported first quarter ended March 31, 2026 results: EPS $0.39.

“Revenue of $569.6 million, an increase of 13.7% from $500.8 million in Q1 2025”
TTGT TechTarget, Inc.

TechTarget, Inc. reported first quarter ended March 31, 2026 results: revenue $106.0 million, net income Net loss of $70.8 million. Guidance reaffirmed.

“Q1 2026 revenue of $106.0 million (Q1 2025: $103.9 million), up 2.1% year-over-year, continuing the year-over-year growth trend. Net loss of $70.8 million (net loss margin 66.7%) reduced from $523.4 million in Q1 2025 (net loss margin 503.8%)”
CAI Caris Life Sciences, Inc.

Caris Life Sciences, Inc. reported the quarter ended March 31, 2026 results: revenue Total revenue was $216.2 million, net income Net loss was $0.5 million, EPS Net loss per share attributable to common shareholders, basic and diluted, was $0.00. Guidance reaffirmed.

“Total revenue was $216.2 million for the three months ended March 31, 2026, compared to $120.9 million for the three months ended March 31, 2025, an increase of $95.3 million, or 79%. The increase in total revenue was driven primarily by an 85% growth in molecular profiling services revenue, which was $210.8 million for the three months ended March 31, 2026, compared to $114.1 million for the three months ended March 31, 2025. The increase in molecular profiling services revenue was primarily driven by an increase in total clinical case volume and ASP improvements across therapy selection solutions. Gross profit, calculated as total revenue less cost of services, for the three months ended March 31, 2026 and 2025, was $141.3 million and $57.1 million, respectively, representing a gross margin of 65% and 47%, respectively. Operating expenses were $136.1 million for the three months ended March 31, 2026, compared to $115.0 million for the three months ended March 31, 2025, an increase of”
SARO StandardAero, Inc.

StandardAero, Inc. reported First Quarter 2026 results: revenue $1,626.9 million, net income $79.9 million, EPS $0.24. Guidance raised.

“(NYSE: SARO) announced results today for the three months ended March 31, 2026 (“First Quarter 2026”). First Quarter 2026 Highlights • Revenue increased 13.3% year-over-year to $1,626.9 million • Net Income was $79.9 million; Diluted GAAP EPS was $0.24, Net Income as a percentage of Revenue was 4.9% • Adjusted Diluted EPS was $0.33 up from $0.29 in the prior year's”
RHLD Resolute Holdings Management, Inc.

Resolute Holdings Management, Inc. reported first quarter ended March 31, 2026 results: EPS $7.19.

“Resolute Holdings Management, Inc. (“Resolute Holdings”) (NYSE: RHLD), an operating management company responsible for providing management services to the operating businesses of GPGI, Inc. (“GPGI”) (NYSE: GPGI), today reported financial results for its fiscal first quarter ended March 31, 2026. Resolute Holdings reported first quarter earnings per share attributable to common stockholders of $7.19 compared to ($0.39) in the prior year”
PRMB Primo Brands Corp

Primo Brands Corp reported first quarter ended March 31, 2026 results: revenue $ 1,626.1, net income $ 27.3, EPS $ 0.07. Guidance raised.

“FIRST QUARTER PERFORMANCE For the Three Months Ended (USD $M except %, per share amounts or unless as otherwise noted) March 31, 2026 March 31, 2025 Change Net sales $ 1,626.1 $ 1,613.7 0.8 % Net income from continuing operations $ 27.3 $ 34.7 $ (7.4 ) Net income per diluted share from continuing operations $ 0.07 $ 0.09 $ (0.02 ) Adjusted net income $”
EVMN Evommune, Inc.

Evommune, Inc. reported first quarter ended March 31, 2026 results: revenue zero.

“Revenue was zero for the first quarter ended March 31, 2026, compared to $3.0 million for the same period in 2025, attributable to the Company’s strategic collaboration with Maruho related to licensing EVO756 in Japan.”
GLIBA GCI Liberty, Inc.

GCI Liberty, Inc. reported the quarter ended March 31, 2026 results: revenue $256 million.

“7, 2026 – GCI Liberty, Inc. (“GCI Liberty”) (Nasdaq: GLIBA, GLIBK) today reported first quarter 2026 results. ​ Headlines include (1) : ● GCI Liberty (2) revenue declined 4% to $256 million, operating income was $30 million and Adjusted OIBDA (3) declined 18% to $93 million, inclusive of $13 million of items that are not comparable to the prior year period ● GCI”
PURR Hyperliquid Strategies Inc

Hyperliquid Strategies Inc reported the nine months ended March 31, 2026 results: net income $165.4 million in net loss.

“(nine months ended March 31, 2026): o $3.1 million in staking revenue from HYPE holdings. o $1.9 million in interest income. o $10.7 million in SG&A and R&D expenses. o $165.4 million in net loss. o Net loss primarily attributable to $64.0 million in net unrealized losses on HYPE tokens, a one-time $35.6 million IPR&D write-off related to the acquisition of”
PURR Hyperliquid Strategies Inc

Hyperliquid Strategies Inc reported the third fiscal quarter ended March 31, 2026 results: net income $152.5 million in net profit.

“(three months ended March 31, 2026): o $2.6 million in staking revenue from HYPE holdings. o $1.0 million in interest income. o $7.2 million in SG&A and R&D expenses. o $152.5 million in net profit. o Net profit primarily attributable to $198.4 million in unrealized gains on HYPE tokens partially off-set by a $42.7 increase in deferred tax expense. Website”
APC ARKO Petroleum Corp.

ARKO Petroleum Corp. reported financial results for the first quarter ended March 31, 2026.

“On May 7, 2026, ARKO Corp., a Delaware corporation (“ARKO”), which is the parent company of ARKO Petroleum Corp., a Delaware corporation (the “Company”), issued a press release announcing ARKO’s financial results for the first quarter ended March 31, 2026, which press release includes certain results of operations for the Company for the first quarter ended March 31, 2026.”
BOBS Bob's Discount Furniture, Inc.

Bob's Discount Furniture, Inc. reported first fiscal quarter ended March 29, 2026 results: revenue $578.1 million, net income $2.5 million, EPS $0.02. Guidance reaffirmed.

“by the tremendous opportunity ahead and confident in our team's ability to deliver sustained success through The Bob's Way." First Quarter of Fiscal Year 2026 • Net revenue of $578.1 million increased 8.5% from $532.8 million in the first quarter of fiscal year 2025 driven by new stores and comparable sales growth. • The Company opened 5 new stores and ended the”
GENB Generate Biomedicines, Inc.

Generate Biomedicines, Inc. reported the first quarter ended March 31, 2026 results: revenue $7.2 million, net income Net loss was $61.7 million.

“its operations into the first half of 2028. Generate expects to require additional capital to support long-term operations. Revenue for the quarter ended March 31, 2026, was $7.2 million, compared with $8.8 million for the same period in 2025. This revenue reflects developments in the ongoing Amgen and Novartis research programs. Research and development expenses”
CIA CITIZENS, INC.

CITIZENS, INC. reported first quarter ended March 31, 2026 results: revenue $59.7 million, net income $2.3 million, EPS $0.04 income per fully diluted Class A share.

“Total revenues of $59.7 million in Q1 2026, up 7% from $55.7 million in the year-ago quarter.”
CW CURTISS WRIGHT CORP

CURTISS WRIGHT CORP reported Full-year 2026 results: EPS $14.90 to $15.30. Guidance raised.

“Diluted EPS guidance increased to new range of $14.90 to $15.30, now up 13% to 16% (previously $14.70 to $15.15, or 11% to 15%)”

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.