Earnings Releases

CENTRUS ENERGY CORP reported the three months ended March 31, 2024 results: revenue $43.7 million, net income $6.1 million, EPS $0.38 (basic and diluted) per common share.

“Centrus Reports First Quarter 2024 Results • Net loss of $6.1 million on $43.7 million in revenue”

HACKETT GROUP, INC. reported first quarter ended March 29, 2024 results: revenue $77.2 million, EPS $0.32.

“total revenue in the first quarter of 2024 was $77.2 million”

AMERICAN STATES WATER CO reported the quarter ended March 31, 2024 results: EPS $0.62 per share.

“American States Water Company (NYSE:AWR) today reported basic and fully diluted earnings per share of $0.62 for the quarter ended March 31, 2024, as compared to basic and fully diluted earnings per share of $0.93 for the quarter ended March 31, 2023”

COMPX INTERNATIONAL INC reported the first quarter of 2024 results: revenue $38.0 million, net income $3.7 million, EPS $.31 per basic and diluted common share.

“CompX International Inc. (NYSE American: CIX) announced today sales of $38.0 million for the first quarter of 2024 compared to $41.2 million in the same period of 2023. Operating income was $3.7 million in the first quarter of 2024 compared to $7.0 million in the same period of 2023. Net income was $3.7 million, or $.31 per basic and diluted common share, for the first quarter of 2024 compared to $6.1 million, or $.49 per basic and diluted common share, in the same period of 2023.”

MERCURY SYSTEMS INC reported the third quarter ended March 29, 2024 results: revenue $208.3 million, net income ($44.6) million, EPS ($0.77).

“Mercury Systems Reports Third Quarter Fiscal 2024 Results • Q3 FY24 Bookings of $219.9 million; book-to-bill ratio of 1.06 • Q3 FY24 Revenue of $208.3 million; GAAP net loss and adjusted EBITDA ($44.6) million and ($2.4) million, respectively”

Stabilis Solutions, Inc. reported financial results for the first quarter ended March 31, 2024.

“Stabilis Solutions, Inc. (the “Company”) issued a press release announcing information regarding its results of operations and financial condition for the three months ended March 31, 2024.”

RIGEL PHARMACEUTICALS INC reported first quarter ended March 31, 2024 results: revenue $29.5 million.

“2 tm2413689d1_ex99-1.htm EXHIBIT 99.1 Exhibit 99.1 Rigel Reports First Quarter 2024 Financial Results and Provides Business Update · First quarter 2024 total revenue of $29.5 million, which includes TAVALISSE ® net product sales of $21.1 million and REZLIDHIA ® net product sales of $4.9 million · Expanded Rigel's portfolio with acquisition of GAVRETO ® , a”

SEMPRA reported financial results for the three months ended March 31, 2024.

“On May 7, 2024, Sempra issued a press release announcing its financial results for the three months ended March 31, 2024.”

GULF ISLAND FABRICATION INC reported first quarter 2024 results: revenue $42.9 million, net income $6.2 million. Guidance reaffirmed.

“fabricator and service provider to the industrial and energy sectors, today announced results for the first quarter 2024. FIRST QUARTER 2024 SUMMARY • Consolidated revenue of $42.9 million • Consolidated net income of $6.2 million; Adjusted EBITDA of $3.7 million • Services Division operating income of $2.9 million; EBITDA of $3.3 million • Fabrication Division”

VEECO INSTRUMENTS INC reported the quarter ended March 31, 2024 results: revenue $174.5 million, net income $21.9 million, EPS $0.37 per diluted share. Guidance reaffirmed.

“VEECO REPORTS FIRST QUARTER 2024 FINANCIAL RESULTS ​ First Quarter 2024 Highlights: ​ ● Revenue of $174.5 million, compared with $153.5 million in the same period last year ● GAAP net income of $21.9 million, or $0.37 per diluted share, compared with $8.7 million, or $0.17 per diluted share in the same period last year”

BENTLEY SYSTEMS INC reported first quarter ended March 31, 2024 results: revenue $337.8 million, EPS $0.22.

“BSY), the infrastructure engineering software company, today announced results for its first quarter ended March 31, 2024. First Quarter 2024 Results • Total revenues were $337.8 million, up 7.4% or 7.2% on a constant currency basis, year-over-year; • Subscriptions revenues were $307.1 million, up 10.5% or 10.3% on a constant currency basis, year-over-year; •”

ROCKWELL AUTOMATION, INC updated its fiscal year ended September 30, 2024 guidance (lowered).

“Updates fiscal 2024 reported sales growth guidance to (6.0)% - (4.0)%; organic sales growth to (8.0)% - (6.0)%”

ROCKWELL AUTOMATION, INC reported quarter ended March 31, 2024 results: revenue $2,126 million, net income $266 million, EPS $2.31 per share.

“important product lines and in North America, our largest market," said Blake Moret, Chairman and CEO. Fiscal Q2 2024 Financial Results Fiscal 2024 second quarter sales were $2,126 million, down 6.6% from $2,275 million in the second quarter of fiscal 2023. Organic sales decreased 8.1%, currency translation increased sales by 0.1%, and acquisitions increased sales”

TRANSACT TECHNOLOGIES INC reported the first quarter ended March 31, 2024 results: revenue $10.7 million, net income $(1.0) million, EPS $(0.10) per diluted share. Guidance initiated.

“with our existing products and to enter new markets further down the road.” First Quarter 2024 Financial Highlights • Net Sales : Net sales for the first quarter of 2024 were $10.7 million, down as expected due to the pull back in Casino and Gaming. The results were down 52% compared to $22.3 million for the first quarter of 2023 largely as a result of the expected”

NRG ENERGY, INC. reported the quarter ended March 31, 2024 results: net income $511 million. Guidance reaffirmed.

“NRG Energy, Inc. issued a press release announcing its financial results for the quarter ended March 31, 2024.”

UNITED FIRE GROUP INC reported first quarter 2024 results: revenue $321.3 million, net income $13.5 million, EPS $0.52 per diluted share.

“United Fire Group, Inc. (the "Company" or "UFG") (Nasdaq: UFCS) today reported financial results for the three-month period ended March 31, 2024 (the "first quarter of 2024") with a consolidated net income of $13.5 million ($0.52 per diluted share) and consolidated adjusted operating income of $0.56 per diluted share. "I am pleased with our first quarter results as net income increased to $13.5 million driven by improved underwriting results and higher investment income," said UFG President and CEO Kevin Leidwinger. "The momentum we established in 2023 carried into the first quarter of 2024 as net written premium grew 17.6% to $321.3 million, led by our core commercial and assumed reinsurance business units.”

SIGA TECHNOLOGIES INC reported three months ended March 31, 2024 results: revenue $ 25.4, net income $ 10.3, EPS $ 0.14.

“Summary Financial Results ($ in millions, except per share amounts) Three Months Ended March 31 2024 2023 Product sales (1) $ 23.9 $ 5.7 Total revenues $ 25.4 $ 8.3 Operating income (loss) (2) $ 11.3 $ (2.1 ) Income (loss) before income taxes (2) $ 13.2 $ (1.2 ) Net income (loss) $ 10.3 $ (0.9 ) Diluted income (loss) per share $ 0.14 $ (0.01 )”

INNOVATE Corp. reported the quarter ended March 31, 2024 results: revenue $315.2 million, net income $17.7 million, EPS $0.22 per fully diluted share.

“stockholders $ (0.22) $ (0.13) (69.2) % Total Adjusted EBITDA (1) $ 12.8 $ 4.9 161.2 % (1) Reconciliation of GAAP to Non-GAAP measures follows Commentary “INNOVATE delivered $315.2 million in revenue in the first quarter as the three business segments experienced a strong start to 2024,” said Avie Glazer, Chairman of INNOVATE. “Infrastructure's first quarter top”

EVOLUTION PETROLEUM CORP reported third quarter ended March 31, 2024 results: revenue $23.0 million, net income $0.3 million, or $0.01 per diluted share.

“Reported current quarter revenue of $23.0 million and net income of $0.3 million, or $0.01 per diluted share”

WATERS CORP /DE/ reported financial results for the quarter ended March 30, 2024.

“Waters Corporation (“Waters” or the “Company”) announced its results of operations for the quarter ended March 30, 2024.”

HENRY SCHEIN INC reported the first quarter ended March 30, 2024 results: revenue $3.2 billion, net income $93 million, EPS $0.72 per diluted share.

“incident and a strong pipeline of new specialty products and software innovation.” Mr. Bergman added. First-Quarter 2024 Financial Results ● Total net sales for the quarter were $3.2 billion, an increase of 3.7% compared with the first quarter of 2023. Internal sales decreased 1.8% 1 which includes: ● an approximate 300 to 400 basis points decrease in sales from the”

TIAA REAL ESTATE ACCOUNT reported financial results for Quarter Ended March 31, 2024.

“TIAA REAL ESTATE ACCOUNT Quarterly Performance Analysis Quarter Ended March 31, 2024”

NN INC reported first quarter ended March 31, 2024 results: revenue $121.2 million, net income Net loss was $12.5 million, EPS $0.08 per diluted share. Guidance reaffirmed.

“first quarter ended March 31, 2024. Highlights • Strategic transformation program drove another quarter of improved results, 3 rd quarter in a row; • First quarter net sales of $121.2 million, down 4.6% versus prior year, driven largely by rationalized volume; • First quarter operating loss of $4.8 million, an improvement of $2.3 million versus prior year; • First”

INTEGRA LIFESCIENCES HOLDINGS CORP reported the quarter ended March 31, 2024 results: revenue $368.9 million, net income $(3.3) million, EPS $(0.04) per diluted share. Guidance raised.

“Total reported revenues of $368.9 million declined 3.1% on a reported basis and declined 2.5% on an organic basis compared to the prior year. Organic growth excluding Boston was 1.6%. Revenue exceeded the outlook the Company provided in February. The Company reported GAAP gross margin of 56.1%, compared to 61.1% in the first quarter of 2023. Adjusted gross margin was 64.4%, compared to 67.3% in the prior year. Adjusted EBITDA for the first quarter of 2024 was $71.8 million, or 19.5% of revenue, compared to $92.3 million, or 24.2% of revenue, in the prior year. The Company reported a GAAP net loss of $(3.3) million, or $(0.04) per diluted share, in the first quarter of 2024, compared to a GAAP net income of $24.2 million, or $0.29 per diluted share, in the prior year.”

MASONITE INTERNATIONAL CORP reported the three months ended March 31, 2024 results: revenue $668, net income $61, EPS $2.74.

“or the "Company") (NYSE: DOOR) today announced results for the three months ended March 31, 2024. ($ in millions, except per share amounts) 1Q24 1Q23 % Change Net sales $668 $726 (8%) Net income attributable to Masonite $61 $38 +59% % of net sales 9.1% 5.3% +380 bps Diluted earnings per share $2.74 $1.71 +60% Adjusted EPS* $1.29 $1.88 (31%) Adjusted”

Air Transport Services Group, Inc. reported the first quarter ended March 31, 2024 results: revenue $486 million, EPS $0.13. Guidance raised.

“ATSG Reports First Quarter 2024 Results Raises 2024 Financial Outlook Expands and Extends Flying Agreement with Amazon WILMINGTON, OH, May 6, 2024 - Air Transport Services Group, Inc. (Nasdaq: ATSG), the leading provider of medium wide-body freighter aircraft leasing, contracted air transportation, and related services, today reported consolidated financial results for the first quarter ended March 31, 2024. Those results, as compared with the same period in 2023, were as follows: First Quarter Results • Revenues $486 million, down 3% • GAAP Earnings per Share (diluted) from Continuing Operations $0.13, down $0.12”

BIOCRYST PHARMACEUTICALS INC reported the first quarter ended March 31, 2024 results: revenue $92.8 million, net income $35.4 million, EPS $0.17 per share. Guidance raised.

“said Dr. Helen Thackray, chief research and development officer of BioCryst. First Quarter 2024 Financial Results For the three months ended March 31, 2024, total revenues were $92.8 million, compared to $68.8 million in the first quarter of 2023 (+34.9 percent y-o-y). The increase was primarily due to $88.9 million in ORLADEYO net revenue in the first quarter of”

NATIONAL HEALTH INVESTORS INC reported three months ended March 31, 2024 results: EPS $0.71. Guidance raised.

“Net income attributable to common stockholders per diluted common share for the three months ended March 31, 2024 was $0.71 compared to $0.79 during the same period in the prior year.”

VERTEX PHARMACEUTICALS INC / MA reported full year 2024 results: revenue 10.55 to 10.75 billion. Guidance reaffirmed.

“Vertex today reiterated its full year 2024 financial guidance, including product revenue guidance of $10.55 to $10.75 billion.”

VERTEX PHARMACEUTICALS INC / MA reported first quarter ended March 31, 2024 results: revenue 2.69 billion.

“as shall be expressly set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- Vertex Reports First Quarter 2024 Financial Results — Product revenue of $2.69 billion, a 13% i ncrease compared to Q1 2023; reiterated full year 2024 financial guidance, including product revenue guidance of $10.55 to $10.75 billion — — Submitted NDA and MAA”

OCTAVE SPECIALTY GROUP INC reported the quarter ended March 31, 2024 results: net income Net income of $20 million, EPS $0.43 per diluted share.

“Ambac Financial Group, Inc. issued a press release announcing financial results for its first quarter ended March 31, 2024”

STERLING INFRASTRUCTURE, INC. reported the three months ended March 31, 2024 results: revenue $440.4 million, net income $31.0 million, or $1.00 per diluted share, EPS $1.00 per diluted share. Guidance raised.

“financial results for the first quarter 2024. The financial comparisons herein are to the prior year quarter, unless otherwise noted. First Quarter 2024 Results • Revenues of $440.4 million, an increase of 9% • Gross margin of 17.5%, an increase from 15.3% • Net Income of $31.0 million, or $1.00 per diluted share, an increase of 58% and 56%, respectively • EBITDA”

AECOM reported second quarter fiscal 2024 results: revenue $ 3,944, net income $ 111, EPS $ 0.81. Guidance raised.

“Second Quarter Fiscal 2024 (from Continuing Operations; $ in millions, except EPS) As Reported Adjusted 1 (Non-GAAP) As Reported YoY % Change Adjusted YoY % Change Revenue $ 3,944 -- 13 % -- Net Service Revenue (NSR) 2 -- $ 1,820 -- 8 % Operating Income $ 200 $ 240 2 % 13 % Segment Operating Margin 3 -- 15.1 % -- +70 bps Net Income $ 111 $ 142 (6 )% 10 %”

MICROCHIP TECHNOLOGY INC reported financial results for fourth quarter and fiscal year 2024.

“On May 6, 2024, we announced the results of our operations for the fourth quarter and fiscal year 2024. The complete release is attached to this report as Exhibit 99.1.”

FEDERAL AGRICULTURAL MORTGAGE CORP reported the fiscal quarter ended March 31, 2024 results: net income $47.0 million, EPS $4.28.

“Net income attributable to common stockholders grew 17% year-over-year to $47.0 million”

COHERENT CORP. reported financial results for quarter ended March 31, 2024.

“On May 6, 2024 Coherent Corp. (the “Company”) issued a press release (“Press Release”) announcing it will publicly disseminate a shareholder letter (the “Shareholder Letter”) with its financial results for the quarter ended March 31, 2024 (the “financial results”)”

TERADATA CORP /DE/ updated its first quarter of fiscal year 2024 guidance (reaffirmed).

“issued a press release setting forth its first quarter of fiscal year 2024 operating results as well as current outlook estimates for the second quarter of 2024 and for the full-year 2024”

TrueBlue, Inc. reported first quarter ended March 31, 2024 results: revenue $403 million, net income Net loss of $2 million, EPS Net loss per diluted share was $0.05.

“First quarter revenue was $403 million, a decrease of 13 percent compared to revenue of $465 million in the first quarter of 2023. Net loss per diluted share was $0.05 compared to net loss per diluted share of $0.13 in the prior year period.”

Celldex Therapeutics, Inc. reported financial results for first quarter ended March 31, 2024.

“On May 6, 2024, Celldex Therapeutics, Inc. (the "Company") issued a press release announcing its financial results for the first quarter of 2024.”

NAPCO SECURITY TECHNOLOGIES, INC reported the fiscal quarter ended March 31, 2024 results: revenue $49.3 million, net income $13.2 million, EPS $0.36.

“of that section. --- EX-99.1 (EX-99.1) --- NAPCO Reports Record Revenues, Net Income and Adjusted EBITDA* for Q3 of Fiscal 2024 -Net Sales for the Quarter Increase 13% to $49.3 Million- -Net Income for the Quarter Increases 38% to $13.2 Million- -Adjusted EBITDA* for the Quarter Increases 37% to $15.6 Million- -3rd Quarter Recurring Service Revenues Increase”

REALTY INCOME CORP reported financial results for the three months ended March 31, 2024.

“On May 6, 2024, Realty Income Corporation (the “Company”) issued a press release setting forth its results of operations for the three months ended March 31, 2024.”

LOEWS CORP reported first quarter of 2024 results: net income $457 million, EPS $2.05 per share.

“Loews Corporation reported net income of $457 million, or $2.05 per share, in the first quarter of 2024, which represents a 22% increase over $375 million, or $1.61 per share, in the first quarter of 2023.”

INTERNATIONAL FLAVORS & FRAGRANCES INC reported the first quarter ended March 31, 2024 results: revenue $2.9 B, net income $115 M, EPS $0.23. Guidance reaffirmed.

“IFF Reports First Quarter 2024 Results NEW YORK - May 6, 2024 - IFF (NYSE: IFF) reported financial results for the first quarter ended March 31, 2024. First Quarter 2024 Consolidated Summary: Reported (GAAP) Adjusted (Non-GAAP) 1 Sales Income Before Taxes EPS Operating EBITDA Operating EBITDA Margin EPS ex Amortization $2.9 B $115 M $0.23 $578 M 19.9% $1.13”

FMC CORP reported the three months ended March 31, 2024 results: revenue $918 million, net income net loss of $3 million, EPS loss of $0.02 per diluted share. Guidance reaffirmed.

“maintains full year outlook Significant improvement in first quarter cash from operations up $708 million versus prior year period First Quarter 2024 Highlights • Revenue of $918 million, down 32 percent versus Q1 2023 and down 31 percent organically 1 • Consolidated GAAP net loss of $3 million, down 102 percent versus Q1 2023 • Adjusted EBITDA of $161 million,”

GOODYEAR TIRE & RUBBER CO /OH/ reported first quarter of 2024 results: revenue $4.5 billion, net income $57 million (20 cents per share).

“Goodyear’s first quarter 2024 sales were $4.5 billion with tire unit volumes totaling 40.4 million. First quarter 2024 Goodyear net loss was $57 million (20 cents per share)”

Coca-Cola Consolidated, Inc. reported first quarter ended March 29, 2024 results: revenue $1,591.6 (in millions), net income $165.7 million. Guidance reaffirmed.

“Key Results First Quarter (in millions) 2024 2023 Change Standard physical case volume 82.1 82.5 (0.4)% Comparable standard physical case volume (1) 82.1 81.5 0.7% Net sales $1,591.6 $1,571.6 1.3% Gross profit $640.6 $624.1 2.6% Gross margin 40.2 % 39.7 % Income from operations $215.4 $206.1 4.5% Operating margin 13.5 % 13.1 % Beverage Sales First Quarter (in”

ALICO, INC. reported three and six months ended March 31, 2024 results: revenue $32.1 million, net income $27.1 million.

“ALCO) today announces financial results for the second quarter of fiscal year 2024 and the six months ended March 31, 2024, the highlights of which are as follows: • Revenues of $32.1 million for the six months ended March 31, 2024 were relatively flat as compared to $31.9 million in the six months ended March 31, 2023. • Net income attributable to Alico, Inc. common”

CNA FINANCIAL CORP reported the first quarter 2024 results: net income net income of $1.24 per share, EPS core income of $1.30 per share.

“CNA Financial Corporation (NYSE: CNA) today announced first quarter 2024 net income of $338 million, or $1.24 per share, versus $297 million, or $1.09 per share, in the prior year quarter”

Atlas Energy Solutions Inc. reported March 31, 2024 results: revenue $192.7 million, net income $26.8 million.

“Inc. (NYSE: AESI) (“Atlas” or the “Company”) today reported financial and operating results for the quarter ended March 31, 2024. First Quarter 2024 Highlights • Total sales of $192.7 million • Net income of $26.8 million (14% Net Income Margin) • Adjusted EBITDA of $75.5 million (39% Adjusted EBITDA Margin) (1) • Net cash provided by operating activities of $39.6”

Vitesse Energy, Inc. reported the quarter ended March 31, 2024 results: net income Net loss of $2.2 million. Guidance raised.

“On May 6, 2024, Vitesse Energy, Inc. (the “Company”) issued a press release announcing its operating and financial results for the quarter ended March 31, 2024.”