secwatch / observer

Earnings Releases

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

8-K items 2.02 JSON
BHR Braemar Hotels & Resorts Inc.

Braemar Hotels & Resorts Inc. reported financial results for first quarter ended March 31, 2026.

“On May 6, 2026, Braemar Hotels & Resorts Inc. (the “Company”) issued a press release announcing its financial results for the first quarter ended March 31, 2026.”
CRTO Criteo S.A.

Criteo S.A. reported first quarter ended March 31, 2026 results: revenue $425 million, net income $9 million, EPS $0.15 per share on a diluted basis.

“the prior year monthly exchange rates to transactions denominated in settlement or billing currencies other than the U.S. dollar. 1 Financial Summary Revenue for Q1 2026 was $425 million, gross profit was $223 million and Contribution ex-TAC was $250 million. Net income for Q1 2026 was $9 million, representing $0.15 per share on a diluted basis. Adjusted EBITDA”
CART Maplebear Inc.

Maplebear Inc. reported first quarter ended March 31, 2026 results: revenue Total revenue of $1,019 million, net income GAAP net income of $144 million.

“shareholder value.” First Quarter 2026 Financial Highlights • GTV of $10,288 million, up 13% year-over-year. • Orders of 91.2 million, up 10% year-over-year. • Total revenue of $1,019 million, up 14% year-over-year, representing 9.9% of GTV. • Transaction revenue of $733 million, up 13% year-over-year, representing 7.1% of GTV. • Advertising and other revenue of $286”
TPVG TriplePoint Venture Growth BDC Corp.

TriplePoint Venture Growth BDC Corp. reported first quarter ended March 31, 2026 results: net income $9.1 million, or $0.23 per share, EPS $0.23 per share.

“TriplePoint Venture Growth BDC Corp. Announces First Quarter 2026 Financial Results Net Investment Income of $0.23 per Share”
PRGO PERRIGO Co plc

PERRIGO Co plc reported the first quarter ended March 28, 2026 results: revenue $969 million, EPS $(2.81). Guidance reaffirmed.

“of Women’s Health products. Core organic net sales comprised net pricing of 0.2% and volume/mix of -11.0%. • All In reported net sales declined 7.2% year over year to $969 million. The decrease was driven by the same factors impacting Core net sales, partially offset by Infant Formula net sales growth. Gross Margin • Reported gross margin was 33.6%, a”
SMA SmartStop Self Storage REIT, Inc.

SmartStop Self Storage REIT, Inc. reported three months ended March 31, 2026 results: revenue approximately $64.8 million, net income approximately $9.6 million, EPS $0.17.

“and diluted) was $0.17. This represents an increase of approximately $0.52 when compared to the same period in 2025. • Total self storage-related revenues were approximately $64.8 million, an increase of approximately $5.6 million when compared to the same period in 2025. • FFO, as adjusted (attributable to common stockholders and Operating Partnership (“OP”) unit”
BLBD Blue Bird Corp

Blue Bird Corp reported Fiscal Year 2026 results: revenue ~$1.75 Billion. Guidance raised.

“2026 Guidance is being raised to Net Revenue at ~$1.75 Billion and Adj. EBITDA to ~$245 million.”
BLBD Blue Bird Corp

Blue Bird Corp reported Fiscal 2026 Second Quarter ended March 28, 2026 results: revenue $352.6 million, net income $29.3 million, EPS $0.90.

“margin of $375+ million, or 15%+, on $2.5+ billion in revenue. We are confident in our profitable growth plans.” 1 Fiscal 2026 Second Quarter Results Net Sales Net sales were $352.6 million for the second quarter of fiscal 2026, a decrease of $6.2 million, or 1.7%, compared to $358.9 million for the second quarter of fiscal 2025. The decrease in net sales is”
PAYC Paycom Software, Inc.

Paycom Software, Inc. reported the quarter ended March 31, 2026 results: revenue $571.9 million, net income $155.7 million, EPS $3.04 per diluted share.

“Total Revenues of $571.9 million represented a 7.8% increase compared to total revenues of $530.5 million in the same period last year. Recurring and other revenues of $544.0 million increased 8.8% from the comparable prior year period and constituted 95.1% of total revenues. GAAP Net Income was $155.7 million, or $3.04 per diluted share, compared to GAAP net income of $139.4 million, or $2.48 per diluted share, in the same period last year.”
MGNI MAGNITE, INC.

MAGNITE, INC. reported the quarter ended March 31, 2026 results: revenue $164.4 million, net income $4.4 million, EPS $0.03 per diluted share.

“MGNI), the largest independent sell-side advertising company, today reported its results of operations for the quarter ended March 31, 2026. Q1 2026 Highlights: • Revenue of $164.4 million, up 6% year-over-year • Contribution ex-TAC (1) of $160.9 million, up 10% year-over-year, at the high end of the guidance range of $157 to $161 million • Contribution ex-TAC (1)”
RXRX RECURSION PHARMACEUTICALS, INC.

RECURSION PHARMACEUTICALS, INC. updated its first quarter ended March 31, 2026 guidance (reaffirmed).

“today reported business updates highlighting strong continued pipeline execution, clinical progress and platform advancement, as well as financial results for its first quarter ended March 31, 2026.”
OEC Orion S.A.

Orion S.A. reported first quarter 2026 results: revenue $460 million, net income Net loss of $10 million, EPS Diluted Earnings (loss) per share (0.18). Guidance raised.

“Orion S.A. (NYSE: OEC), a specialty chemical company, today reported First Quarter 2026 Net sales of $460 million”
FRPT Freshpet, Inc.

Freshpet, Inc. reported quarter ended March 31, 2026 results: revenue Net sales of $297.6 million, net income Net income of $48.5 million. Guidance raised.

“(Nasdaq: FRPT) today reported financial results for its first quarter ended March 31, 2026. First Quarter 2026 Financial Highlights Compared to Prior Year Period • Net sales of $297.6 million, an increase of 13.1%. • Gross margin of 40.5%, compared to the prior year period of 39.4%. • Adjusted Gross Margin of 46.9%, compared to the prior year period of 45.7%. 1 • Net”
ZG ZILLOW GROUP, INC.

ZILLOW GROUP, INC. reported financial results for the three months ended March 31, 2026.

“Zillow Group, Inc. today issued a press release and a shareholder letter announcing its financial results for the fiscal quarter ended March 31, 2026.”
PFGC Performance Food Group Co

Performance Food Group Co reported first-nine months fiscal 2026 results: revenue $49.8 billion, net income $197.0 million, EPS $1.26.

“case volume increased 5.7% • Total Independent Foodservice case volume increased 11.1% • Organic Independent Foodservice case volume increased 6.0% • Net sales increased 7.4% to $49.8 billion • Gross profit improved 9.4% to $5.9 billion • Net income decreased 5.6% to $197.0 million • Adjusted EBITDA increased 10.0% to $1,341.9 million 1 • Diluted EPS decreased 6.0% to”
PFGC Performance Food Group Co

Performance Food Group Co reported third-quarter fiscal 2026 results: revenue $16.3 billion, net income $41.7 million, EPS $0.27.

“case volume increased 4.4% • Total Independent Foodservice case volume increased 7.3% • Organic Independent Foodservice case volume increased 6.5% • Net sales increased 6.4% to $16.3 billion • Gross profit improved 6.4% to $1.9 billion • Net income decreased 28.5% to $41.7 million • Adjusted EBITDA increased 6.6% to $410.6 million 1 • Diluted Earnings Per Share”
RSTRF Restaurant Brands International Limited Partnership

Restaurant Brands International Limited Partnership reported first quarter ended March 31, 2026 results: revenue $2,264, net income $445, EPS $0.97. Guidance reaffirmed.

“Sales (a) $ 11,510 $ 10,496 Comparable Sales 3.2 % 0.1 % Net Restaurant Growth 2.6 % 3.3 % System Restaurant Count at Period End 32,985 32,149 GAAP Financials Total Revenues $ 2,264 $ 2,109 Income from Operations $ 606 $ 435 Income from Operations Growth 39.3 % (20.0) % Net Income from Continuing Operations $ 445 $ 223 Diluted Earnings per Share from”
QSR Restaurant Brands International Inc.

Restaurant Brands International Inc. reported financial results for first quarter ended March 31, 2026.

“On May 6, 2026, Restaurant Brands International Inc. (the “Company”) issued a press release and supplemental financial and operational information regarding results for the three months ended March 31, 2026.”
NRDS NERDWALLET, INC.

NERDWALLET, INC. reported first quarter ended March 31, 2026 results: revenue $222.2 million, net income $20.4 million, EPS $0.29 income per diluted share.

“of the press release is attached hereto as Exhibit 99.1 and incorporated herein by reference. --- EX-99.1 (EX-99.1) --- NERDWALLET REPORTS FIRST QUARTER RESULTS Revenue of $222.2 million, up 6% Year-Over-Year FINANCIAL HIGHLIGHTS • Revenue of $222.2 million • GAAP income from operations of $27.2 million • GAAP net income of $20.4 million or $0.29 income per”
LAW CS Disco, Inc.

CS Disco, Inc. updated its second quarter of 2026 and fiscal year 2026 guidance (initiated).

“As of May 6, 2026, DISCO is issuing the following outlook for the second quarter of 2026 and fiscal year 2026:”
LAW CS Disco, Inc.

CS Disco, Inc. reported first quarter ended March 31, 2026 results: revenue $41.9 million, net income $9.6 million. Guidance initiated.

“DISCO Announces First Quarter 2026 Financial Results Total Revenue of $41.9 Million, A Year over Year Increase of 14%”
RVMD Revolution Medicines, Inc.

Revolution Medicines, Inc. reported financial results for the quarter ended March 31, 2026.

“Revolution Medicines, Inc. (Nasdaq: RVMD), a late-stage clinical oncology company developing targeted therapies for patients with RAS-addicted cancers, today announced its financial results for the quarter ended March 31, 2026, and provided an update on corporate progress.”
FLUT Flutter Entertainment plc

Flutter Entertainment plc reported the quarter ended March 31, 2026 results: revenue 4,304, net income 209, EPS 1.23. Guidance lowered.

“financial highlights: In $ millions except where stated otherwise Three months ended March 31, 2026 2025 YOY Average monthly players (AMPs) (‘000s’) 1 14,378 14,880 (3 )% Revenue 4,304 3,665 +17 % Net income 209 335 (38 )% Net income margin 4.9 % 9.1 % (420 )bps Adjusted EBITDA 2 631 616 +2 % Adjusted EBITDA margin 2 14.7 % 16.8 % (210 )bps Earnings per share”
KHC Kraft Heinz Co

Kraft Heinz Co reported the first quarter ended March 28, 2026 results: revenue $6,047, net income Net income/(loss) 799, EPS $0.67. Guidance reaffirmed.

“Net Sales In millions Net Sales Organic Net Sales (1) March 28, 2026 March 29, 2025 % Chg vs PY YoY Growth Rate Price Volume/Mix For the Three Months Ended North America $ 4,458 $ 4,488 (0.7) % (1.1) % 0.4 pp (1.5) pp International Developed Markets 843 817 3.2 % (0.1) % 0.2 pp (0.3) pp Emerging Markets (a) 746 694 7.6 % 3.8 % 4.4 pp (0.6) pp Kraft Heinz $ 6,047 $ 5,999 0.8 % (0.4) % 0.8 pp (1.2) pp (a) Emerging Markets represents the aggregation of our West and East Emerging Markets (“WEEM”) and Asia Emerging Markets (“AEM”) operating segments. Net Income/(Loss) and Diluted EPS In millions, except per share data For the Three Months Ended March 28, 2026 March 29, 2025 % Chg vs PY Gross profit $ 2,219 $ 2,064 7.5 % Operating income/(loss) 1,145 1,196 (4.3) % Net income/(loss) 799 714 11.9 % Net income/(loss) attributable to common shareholders 798 712 12.1 % Diluted EPS $ 0.67 $ 0.59 13.6 %”
ACVA ACV Auctions Inc.

ACV Auctions Inc. reported first quarter ended March 31, 2026 results: revenue $204 million, net income ($11) million. Guidance reaffirmed.

“with Adjusted EBITDA Exceeding Guidance Announces $100 Million Share Repurchase Authorization and $50 Million Accelerated Share Repurchase Program • First quarter revenue of $204 million • First quarter GAAP net income (loss) of ($11) million • First quarter non-GAAP net income of $7 million • First quarter Adjusted EBITDA of $17 million • Reaffirms 2026 revenue”
LIVN LivaNova PLC

LivaNova PLC reported the quarter ended March 31, 2026 results: revenue $362.3 million, EPS $0.40. Guidance raised.

“First-quarter revenue of $362.3 million increased 14.3% on a reported basis and 11.1% on a constant-currency basis as compared to the prior-year period • First-quarter U.S. GAAP diluted earnings per share of $0.40 and adjusted diluted earnings per share of $0.98”
ONT Onterris, Inc.

Onterris, Inc. reported the fiscal quarter ended March 31, 2026 results: revenue $168.5 million, net income $12.7 million, EPS $0.35. Guidance reaffirmed.

“First Quarter 2026 Highlights (comparisons to first quarter 2025) • Revenue of $168.5 million, a $9.3 million decrease primarily due to lower emergency response revenue • Net loss and net loss per diluted share attributable to common stockholders (LPS) improved to $12.7 million and $0.35, respectively”
RMR RMR GROUP INC.

RMR GROUP INC. reported financial results for the fiscal quarter ended March 31, 2026.

“On May 6, 2026, The RMR Group Inc., or the Company, issued a summary press release and a detailed earnings presentation announcing the Company’s financial results for its second fiscal quarter ended March 31, 2026.”
PCVX Vaxcyte, Inc.

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

“On May 6, 2026, Vaxcyte, Inc. issued a press release announcing its financial results for the quarter ended March 31, 2026.”
ONC BeOne Medicines Ltd.

BeOne Medicines Ltd. reported the three months ended March 31, 2026 results: revenue Total revenue $1,513,438, net income GAAP net income $227,357, EPS GAAP diluted EPS per ADS $1.96.

“U.S. dollars and unaudited) Three Months Ended March 31, 2026 2025 % Change Net product revenues $ 1,487,329 $ 1,108,530 34 % Other revenue $ 26,109 $ 8,749 198 % Total revenue $ 1,513,438 $ 1,117,279 35 % GAAP income from operations $ 249,902 $ 11,102 2,151 % Adjusted income from operations* $ 414,394 $ 139,357 197 % GAAP net income $ 227,357 $ 1,270 17,802 %”
NGVT Ingevity Corp

Ingevity Corp updated its full year guidance (reaffirmed).

“Reaffirms full year guidance, adjusted for sale of Road Markings”
NGVT Ingevity Corp

Ingevity Corp reported three months ended March 31, 2026 results: revenue $258.0 million, net income $23.4 million, EPS $0.65.

“Ingevity reports first quarter 2026 financial results First Quarter 2026 Results & Recent Highlights: • Net sales of $258.0 million increased 4% from prior year • Net income from continuing operations of $23.4 million and $0.65 per diluted share compared to $29.1 million and $0.79 in the prior year”
BYND BEYOND MEAT, INC.

BEYOND MEAT, INC. reported financial results for first quarter ended March 28, 2026.

“On May 6, 2026, Beyond Meat, Inc. (the “Company”) issued a press release announcing its financial results for the first quarter ended March 28, 2026. The full text of the press release is furnished herewith as Exhibit 99.1 and incorporated herein by reference.”
OBDC Blue Owl Capital Corp

Blue Owl Capital Corp reported financial results for first quarter ended March 31, 2026.

“On May 6, 2026, Blue Owl Capital Corporation (the “Company”) issued a press release announcing its financial results for the first quarter and quarter ended March 31, 2026. The press release is attached as Exhibit 99.1 to this Form 8-K and is incorporated herein by reference.”
PR Permian Resources Corp

Permian Resources Corp updated its first quarter of 2026 guidance (raised).

“issued a press release announcing its financial and operational results for the first quarter of 2026.”
SEZL Sezzle Inc.

Sezzle Inc. updated its first quarter financial results for the period ending March 31, 2026 guidance (raised).

“On May 6, 2026, Sezzle Inc. issued a press release announcing its first quarter financial results for the period ending March 31, 2026.”
BVS Bioventus Inc.

Bioventus Inc. reported three months ended March 28, 2026 results: revenue $132.1 million, net income $3.1 million, EPS $0.04 per diluted share. Guidance raised.

“For the first quarter, worldwide revenue of $132.1 million advanced 7%, driven by growth across all three areas of the Company's broad portfolio. Net income attributable to Bioventus Inc. was $3.1 million, compared to a net loss attributable to Bioventus Inc. of $2.6 million in the prior-year period. Adjusted EBITDA* of $23.9 million advanced 24% from $19.2 million in the prior-year period as a result of higher revenue growth, increased gross profit and favorable foreign currency movements. GAAP earnings of $0.04 per diluted share of Class A common stock improved from the diluted loss of $0.04 per share in the prior-year period.”
CMTG Claros Mortgage Trust, Inc.

Claros Mortgage Trust, Inc. reported the quarter ended March 31, 2026 results: net income GAAP net loss of $54.3 million, or $0.39 per share.

“Claros Mortgage Trust, Inc. (NYSE: CMTG) (the “Company” or “CMTG”) today reported its financial results for the quarter ended March 31, 2026. The Company reported GAAP net loss of $54.3 million, or $0.39 per share, for the quarter ended March 31, 2026.”
URGN UroGen Pharma Ltd.

UroGen Pharma Ltd. reported the first quarter ended March 31, 2026 results: revenue ZUSDURI™ generated revenue of $29.2 million in Q1 2026.

“On May 6, 2026, UroGen Pharma Ltd. (the “Company”) announced its financial results for the quarter ended March 31, 2026.”
ADNT Adient plc

Adient plc reported second quarter ended March 31, 2026 results: revenue $ 3,865, net income $ 27, EPS $ 0.34.

“Appendix Page 1 Adient plc Condensed Consolidated Statements of Income (Loss) (Unaudited) Three Months Ended March 31, (in millions, except per share data) 2026 2025 Net sales $ 3,865 $ 3,611 Cost of sales 3,608 3,350 Gross profit 257 261 Selling, general and administrative expenses 138 144 Restructuring and impairment costs 5 351 Equity income 13 18 Earnings (loss) before interest and income taxes 127 (216) Net financing charges 48 48 Other pension expense 3 1 Income (loss) before income taxes 76 (265) Income tax provision 32 48 Net income (loss) 44 (313) Income attributable to noncontrolling interests 17 22 Net income (loss) attributable to Adient $ 27 $ (335) Diluted earnings (loss) per share $ 0.34 $ (3.99) Shares outstanding at period end 78.4 84.0 Diluted weighted average shares 79.3 84.0”
IMCR Immunocore Holdings plc

Immunocore Holdings plc reported the first quarter ended March 31, 2026 results: revenue $106.7 million, net income $13.0 million, EPS $0.25.

“2 ef20072537_ex99-1.htm EXHIBIT 99.1 Exhibit 99.1 Immunocore reports first quarter financial results and provides a business update KIMMTRAK ® (tebentafusp-tebn) Q1 net sales of $106.7 million, growing by 14% year-over-year Oral presentation at AACR: KIMMTRAK doubles likelihood of being alive at five years for patients with HLA-A*02:01 positive metastatic uveal”
GOLF Acushnet Holdings Corp.

Acushnet Holdings Corp. reported the three months ended March 31, 2026 results: revenue $753.0 million, net income $81.4 million. Guidance reaffirmed.

“filing. --- EX-99.1 (EX-99.1) --- Acushnet Holdings Corp. Announces First Quarter 2026 Financial Results First Quarter 2026 Financial Results • First quarter net sales of $753.0 million, up 7.1% year over year, up 4.8% in constant currency • First quarter net income attributable to Acushnet Holdings Corp. of $81.4 million, down 18.1% year over year, primarily”
VRRM VERRA MOBILITY Corp

VERRA MOBILITY Corp reported first quarter ended March 31, 2026 results: revenue $223.6 million, net income $26.7 million, EPS $0.17 per share. Guidance reaffirmed.

“Verra Mobility Announces First Quarter 2026 Financial Results • Total revenue of $223.6 million • Net income of $26.7 million”
ZOMDF Zomedica Corp.

Zomedica Corp. reported the first quarter ended March 31, 2026 results: revenue $8.8 million.

“Zomedica Announces Record First Quarter Revenue of $8.8 Million”
BHF Brighthouse Financial, Inc.

Brighthouse Financial, Inc. reported first quarter ended March 31, 2026 results: net income net loss available to shareholders of $792 million, or $13.82 per diluted share.

“The company reported a net loss available to shareholders of $792 million in the first quarter of 2026, or $13.82 per diluted share”
ESTA ESTABLISHMENT LABS HOLDINGS INC.

ESTABLISHMENT LABS HOLDINGS INC. reported the first quarter ended March 31, 2026 results: revenue $59.9 million, net income $13.4 million. Guidance raised.

“breast aesthetics and reconstruction, today announced financial results for the first quarter ended March 31, 2026. First Quarter Highlights and Outlook (Unaudited) • Revenue of $59.9 million, up 44.7% from Q1 2025, with guidance raised to $266.5 million to $268.5 million • $19.6 million of Motiva sales in the United States, up 13.3% from Q4 2025 • Minimally invasive”
VEL Velocity Financial, Inc.

Velocity Financial, Inc. reported the quarter ended March 31, 2026 results: net income Net income of $22.4 million, EPS Diluted EPS of $0.57.

“as amended. --- EX-99 (EX-99) --- EX-99 Exhibit 99 Velocity Financial, Inc. Reports First Quarter 2026 Results First Quarter Highlights Financial Results • Net income of $22.4 million, an increase of 18.4% from $18.9 million for 1Q25. Diluted EPS of $0.57, an increase of $0.06 from $0.51 per share for 1Q25 • Driven by loan portfolio growth and strong portfolio”
MGY Magnolia Oil & Gas Corp

Magnolia Oil & Gas Corp reported the quarter ended March 31, 2026 results: net income $100.8 million, EPS $0.54 per diluted share.

“Magnolia reported first quarter 2026 net income attributable to Class A Common Stock of $99.8 million, or $0.54 per diluted share. First quarter 2026 total net income was $100.8 million.”
VIR Vir Biotechnology, Inc.

Vir Biotechnology, Inc. reported the first quarter ended March 31, 2026 results: net income Net loss for the first quarter of 2026 was $125.7 million, or $0.85 per share, basic and diluted, EPS $0.85 per share, basic and diluted.

“On May 6, 2026, Vir Biotechnology, Inc. (the Company) issued a press release announcing its financial results for the quarter ended March 31, 2026.”
HBB Hamilton Beach Brands Holding Co

Hamilton Beach Brands Holding Co reported the first quarter ended March 31, 2026 results: revenue $122.0 million, net income $3.5 million, EPS $0.26 per diluted share. Guidance reaffirmed.

“- Hamilton Beach Brands Holding Company (NYSE: HBB) (The Company) today announced results for the first quarter of 2026. First Quarter 2026 Overview • Revenue declined 8.6% to $122.0 million compared to $133.4 million • Gross margin increased 510 basis points to 29.7% compared to 24.6% • Operating profit increased 115% to $5.0 million compared to $2.3 million •”

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.