secwatch / observer

Earnings Releases

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

8-K items 2.02 JSON
AVNS AVANOS MEDICAL, INC.

AVANOS MEDICAL, INC. reported financial results for the three months ended March 31, 2026.

“On May 5, 2026, Avanos Medical, Inc. issued a press release announcing its results of operations for the three months ended March 31, 2026.”
KE Kimball Electronics, Inc.

Kimball Electronics, Inc. reported third quarter ended March 31, 2026 results: revenue $352.9 million. Guidance reaffirmed.

“strategy. We believe this could be a powerful combination for the future of our Company.” Richard D. Phillips Chief Executive Officer Third Quarter 2026 Highlights • Revenue of $352.9 million, a sequential increase of 3.4% compared to Q2 • Sales in the medical vertical increased 10.2% versus the prior quarter • Operating income of $11.8 million, or 3.3% of net sales,”
CRC California Resources Corp

California Resources Corp updated its the three months ended March 31, 2026 guidance (raised).

“On May 5, 2026, California Resources Corporation (the “Company”) issued a press release announcing its financial condition and results of operations for the three months ended March 31, 2026.”
MCRB Seres Therapeutics, Inc.

Seres Therapeutics, Inc. reported the quarter ended March 31, 2026 results: net income Net loss was $19.9 million for the first quarter of 2026.

“Seres Therapeutics, Inc. announced its financial results for the quarter ended March 31, 2026 and provided operational updates.”
PCOR PROCORE TECHNOLOGIES, INC.

PROCORE TECHNOLOGIES, INC. reported the fiscal quarter ended March 31, 2026 results: revenue $359 million. Guidance raised.

“to deliver durable and profitable growth to ultimately compound our north star metric: free cash flow per share.” First Quarter 2026 Financial Highlights: • Revenue was $359 million, an increase of 16% year-over-year. • GAAP gross margin was 80% and non-GAAP gross margin was 84%. • GAAP operating margin was (4%) and non-GAAP operating margin was 17%. •”
NSA National Storage Affiliates Trust

National Storage Affiliates Trust reported the quarter ended March 31, 2026 results: net income $27.7 million, EPS $0.16.

“Reported net income of $27.7 million for the first quarter of 2026, an increase of 41.8% compared to the first quarter of 2025. Reported diluted earnings per share of $0.16 for the first quarter of 2026 compared to $0.10 for the first quarter of 2025.”
BSM Black Stone Minerals, L.P.

Black Stone Minerals, L.P. reported first quarter of 2026 results: revenue $117.5 million, net income $13.3 million.

“is an increase of 15% from $30.63 per Boe in the fourth quarter of 2025 and a 4% increase from $33.94 in the first quarter of 2025. Black Stone reported oil and gas revenue of $117.5 million (46% oil and condensate) for the first quarter of 2026, an increase of 30% from $90.5 million in the fourth quarter of 2025. Oil and gas revenue in the first quarter of 2025 was”
COGT Cogent Biosciences, Inc.

Cogent Biosciences, Inc. reported the first quarter ended March 31, 2026 results: net income Net loss was $97.4 million for the first quarter of 2026 compared to a net loss of $72.0 million for the first quarter o.

“On May 5, 2026, Cogent Biosciences, Inc., a Delaware corporation (the “Company”), issued a press release announcing its financial results for the three months ended March 31, 2026.”
TLN Talen Energy Corp

Talen Energy Corp updated its first quarter 2026 guidance (reaffirmed).

“On May 5, 2026, Talen Energy Corporation (“Talen”) announced via press release its first quarter 2026 financial and operating results.”
CC Chemours Co

Chemours Co reported first quarter 2026 results: revenue $1.4 billion, net income Net Loss attributable to Chemours of $29 million, or $0.19 per diluted share, EPS $0.19 per diluted share.

“and Advanced Performance Materials (“APM”), today announced its financial results for the first quarter 2026. Key First Quarter 2026 Results & Recent Highlights 1 • Net Sales of $1.4 billion, slightly up compared to the corresponding prior-year quarter, with TSS reporting record first quarter results, with continued double-digit year-over-year sales growth in”
CHCT Community Healthcare Trust Inc

Community Healthcare Trust Inc reported the three months ended March 31, 2026 results: net income approximately $2.5 million, or $0.07 per diluted common share, EPS $0.07 per diluted common share.

“Community Healthcare Trust Incorporated (NYSE: CHCT ) (the "Company") today announced results for the three months ended March 31, 2026. The Company reported net income for the three months ended March 31, 2026 of approximately $2.5 million, or $0.07 per diluted common share.”
ENR ENERGIZER HOLDINGS, INC.

ENERGIZER HOLDINGS, INC. reported second fiscal quarter ended March 31, 2026 results: revenue $643.3 million, net income $10.1 million, EPS $0.15. Guidance reaffirmed.

“& Investor Relations 314-985-2349 Jonathan.Poldan@energizer.com Energizer Holdings, Inc. Announces Fiscal 2026 Second Quarter Results Second Quarter Highlights • Net sales of $643.3 million, -3.0% to prior year • Gross Margin of 40.2% and 44.4% on an adjusted basis, inclusive of a $47.6 million tariff refund benefit (1) • Earnings per share of $0.15 & Adjusted”
PYPL PayPal Holdings, Inc.

PayPal Holdings, Inc. reported first quarter ending March 31, 2026 results: revenue $8.4 billion, EPS $1.21.

“put the company on a more durable path to long-term growth and shareholder value creation, and we are executing with urgency.” Enrique Lores President and CEO ————————————————————————————————————————————— 1Q'26 Financial Results • Net revenues increased 7% to $8.4 billion; 5% currency-neutral (“FXN”). • Transaction margin dollars 1 (“TM$”) increased 3% to $3.8 billion; TM$ excluding interest on customer balances 1,2 increased 3% to $3.5 billion.”
LITE Lumentum Holdings Inc.

Lumentum Holdings Inc. reported fiscal third quarter ended March 28, 2026 results: revenue $808.4 million, net income $144.2 million, or $1.50 per diluted share, EPS $1.50 per diluted share.

“set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- NEWS RELEASE LUMENTUM ANNOUNCES THIRD QUARTER OF FISCAL YEAR 2026 FINANCIAL RESULTS • Net revenue of $808.4 million • GAAP gross margin of 44.2%; Non-GAAP gross margin of 47.9% • GAAP operating margin of 21.6%; Non-GAAP operating margin of 32.2% • GAAP diluted net income per share of $1.50;”
SYRE Spyre Therapeutics, Inc.

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

“On May 5, 2026, Spyre Therapeutics, Inc. (the “Company”) issued a press release announcing its financial results for the first quarter ended March 31, 2026.”
OKUR OnKure Therapeutics, Inc.

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

“OnKure Therapeutics, Inc. issued a press release reporting financial results for the quarter ended March 31, 2026.”
SGRY Surgery Partners, Inc.

Surgery Partners, Inc. reported Full year 2026 results: revenue $3.35 billion to $3.45 billion. Guidance reaffirmed.

“The Company reaffirmed its outlook for 2026 revenues to be in the range of $3.35 billion to $3.45 billion and Adjusted EBITDA of at least $530 million.”
SGRY Surgery Partners, Inc.

Surgery Partners, Inc. reported first quarter ended March 31, 2026 results: revenue $810.9 million, net income $35.9 million. Guidance reaffirmed.

“return the business to consistent growth, while delivering on long-term shareholder value.” First Quarter 2026 Results Revenues for the first quarter of 2026 increased 4.5% to $810.9 million compared to $776.0 million for the first quarter of 2025. Same-facility revenues for the first quarter of 2026 increased 4.4% as compared to the same period in prior year, with a”
PMTS CPI Card Group Inc.

CPI Card Group Inc. reported the quarter ended March 31, 2026 results: revenue $147.1 million, net income $2.1 million, EPS $0.17 diluted earnings per share. Guidance reaffirmed.

“First Quarter Revenue Increased 20% to $147 Million Net Income Decreased 57% to $2 Million due to Non-recurring Integration Costs; Adjusted EBITDA Increased 9% to $23 Million”
UPST Upstart Holdings, Inc.

Upstart Holdings, Inc. reported Q1 2026 results: revenue $308 million, net income ($6.6) million, EPS ($0.07). Guidance reaffirmed.

“Quarter 2026 Highlights • Transaction Volume: 425,356 loans originated, up 77% year-over-year (“YoY”). Total originations were roughly $3.4 billion, up 61% YoY. • Total Revenue: $308 million, up 44% YoY. Revenue from fees was $277 million, up 49% YoY. • Loss from Operations: ($7.5) million, compared to ($4.5) million in Q1 2025. • Net Loss: ($6.6) million, compared”
RYTM RHYTHM PHARMACEUTICALS, INC.

RHYTHM PHARMACEUTICALS, INC. reported first quarter ended March 31, 2026 results: revenue $60.1 million.

“Revenue from global sales of IMCIVREE was $60.1 million for the first quarter of 2026”
EDIT Editas Medicine, Inc.

Editas Medicine, Inc. reported the first quarter 2026 results: net income net loss attributable to common stockholders was $25.0 million , or $0.26 per share.

“expenditure requirements into the third quarter of 2027. First Quarter 2026 • For the three months ended March 31, 2026 , net loss attributable to common stockholders was $25.0 million , or $0.26 per share, compared to net loss of $76.1 million , or $0.92 per share, for the same period in 2025 . • Collaboration and other research and development revenues”
QTTB Q32 Bio Inc.

Q32 Bio Inc. reported the quarter ended March 31, 2026 results: net income Net loss was $7.6 million, or $0.54 basic and diluted net loss per share, EPS $0.54 basic and diluted net loss per share.

“Net loss was $7.6 million, or $0.54 basic and diluted net loss per share, for the three months ended March 31, 2026, compared to net loss of $11.0 million, or $0.90 basic and diluted net loss per share, for the three months ended March 31, 2025.”
BL BLACKLINE, INC.

BLACKLINE, INC. reported first quarter ended March 31, 2026 results: revenue Total GAAP revenues of $183.2 million, net income GAAP net income attributable to BlackLine of $8.1 million, EPS $0.13 per diluted share. Guidance raised.

““BlackLine delivered a solid first quarter with accelerating revenue growth, operating leverage, and momentum from our platform strategy,” said Owen Ryan, CEO of BlackLine. “We are defining the future of the financial close with Agentic Financial Operations, turning our vision for trusted, auditable AI into commercial reality. The growing adoption of our Verity AI capabilities and Studio360 demonstrate that CFOs view BlackLine as the essential governance layer for the AI era. Driven by strong execution and a growing pipeline, we are raising our full-year outlook while continuing to deliver durable, profitable growth.” First Quarter 2026 Financial Highlights Total GAAP revenues of $183.2 million, an increase of 9.7% compared to the first quarter of 2025. GAAP operating margin of 3.4%, compared to 2.1% in the first quarter of 2025. Non-GAAP operating margin of 21.6%, compared to 20.9% in the first quarter of 2025. GAAP net income attributable to BlackLine of $8.1 million, or $0.13 per di”
ATKR Atkore Inc.

Atkore Inc. reported 2026 full-year results: EPS $5.05 to $5.55. Guidance reaffirmed.

“Maintaining 2026 full-year Adjusted EBITDA outlook of $340 to $360 million, and; full-year Adjusted net income per diluted share outlook of $5.05 to $5.55”
ATKR Atkore Inc.

Atkore Inc. reported fiscal 2026 second quarter ended March 27, 2026 results: revenue $731.4 million, net income a net loss of $124.1 million, EPS $(3.65) per diluted share.

“Atkore Inc. Announces Second Quarter 2026 Results • Net sales of $731.4 million, up 4.2% versus prior year • Net loss per diluted share decreased by $2.19 versus prior year to a net loss per share of $(3.65); Adjusted net income per diluted share decreased by $0.81 versus prior year to $1.23 • Net loss decreased by $74.0 million versus prior year to a net loss of $124.1 million”
DD DuPont de Nemours, Inc.

DuPont de Nemours, Inc. reported the first quarter ended March 31, 2026 results: revenue $1,681, net income $150, EPS $0.36. Guidance raised.

“our shareholders,” Koch concluded. First Quarter 2026 Consolidated Results (1) Dollars in millions, except EPS 1Q’26 1Q’25 Change vs. 1Q’25 Organic Sales (2) vs. 1Q’25 Net sales $1,681 $1,612 4% 2% GAAP Income from continuing operations $150 $80 88% Operating EBITDA (2) $414 $360 15% Operating EBITDA margin (2) % 24.6 % 22.3 % 230 bps GAAP EPS from continuing”
DFIN Donnelley Financial Solutions, Inc.

Donnelley Financial Solutions, Inc. reported the first quarter ended March 31, 2026 results: revenue $205.5 million, net income $33.5 million, EPS $1.27 per diluted share.

“Inc. (NYSE: DFIN) (the “Company” or “DFIN”) today reported financial results for the first quarter of 2026. First-Quarter 2026 First-Quarter 2025 $ Change % Change Net Sales $205.5 million $201.1 million $4.4 million 2.2% Net Earnings $33.5 million $31.0 million $2.5 million 8.1% Adjusted EBITDA (a) $70.6 million $68.2 million $2.4 million 3.5% Operating Cash Flow”
ULCC Frontier Group Holdings, Inc.

Frontier Group Holdings, Inc. reported first quarter of 2026 results: revenue $ 992, net income $ (272), EPS $ (1.18). Guidance initiated.

“percentages and per share data) Three Months Ended March 31, 2026 2025 As Reported (GAAP) Adjusted (Non-GAAP) As Reported (GAAP) Adjusted (Non-GAAP) Total operating revenues $ 992 $ 1,065 $ 912 $ 912 Revenue per available seat mile ("RASM") (¢) 10.11 10.86 9.17 9.17 RASM, stage-length adjusted to 1,000 miles (¢) 9.59 10.29 8.81 8.81 Total operating expenses”
HNGE Hinge Health, Inc.

Hinge Health, Inc. reported the first quarter ended March 31, 2026 results: revenue $182.3 million, EPS $0.41. Guidance raised.

“results San Francisco, California – May 5, 2026 – Hinge Health, Inc. (NYSE: HNGE) today announced financial results for the first quarter ended March 31, 2026. “We generated $182 million in revenue this quarter with 47% year-over-year growth, well ahead of expectations, driven by the strength of a platform that automates care delivery, improves member outcomes”
IDYA IDEAYA Biosciences, Inc.

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

“On May 5, 2026, IDEAYA Biosciences, Inc. (the “Company”) announced its financial results for the first quarter ended March 31, 2026.”
JBGS JBG SMITH Properties

JBG SMITH Properties reported financial results for the three months ended March 31, 2026.

“On May 5, 2026, JBG SMITH Properties (the “Company”) announced its financial results for the three months ended March 31, 2026.”
DNTH Dianthus Therapeutics, Inc. /DE/

Dianthus Therapeutics, Inc. /DE/ reported financial results for the first quarter ending March 31, 2026.

“On May 5, 2026, Dianthus Therapeutics, Inc. (the “Company”) issued a press release announcing the Company’s financial results for the quarter ended March 31, 2026.”
SWX Southwest Gas Holdings, Inc.

Southwest Gas Holdings, Inc. updated its quarter ended March 31, 2026 guidance (reaffirmed).

“On May 5, 2026, Southwest Gas Holdings, Inc. released summary financial information to the general public, including the investment community, regarding operating performance for the quarter ended March 31, 2026.”
WTTR Select Water Solutions, Inc.

Select Water Solutions, Inc. reported first quarter ended March 31, 2026 results: revenue $366.0 million, net income $9.4 million. Guidance raised.

“Revenue for the first quarter of 2026 was $366.0 million”
ACEL Accel Entertainment, Inc.

Accel Entertainment, Inc. reported the first quarter ended March 31, 2026 results: revenue $352 million, net income $15 million.

“Revenue increased 9% to $352 million compared to Q1 '25”
GRAL GRAIL, Inc.

GRAIL, Inc. reported first quarter ended March 31, 2026 results: revenue $40.8 million, net income $(93.2) million.

“GRAIL, Inc. (Nasdaq: GRAL), a healthcare company whose mission is to detect cancer early when it can be cured, today reported business and financial results for the first quarter of 2026. Total revenue in the first quarter grew 28% year over year to $40.8 million, and Galleri revenue grew 37% year-over-year to $39.8 million. Galleri test volume for the quarter grew 50% year-over-year to more than 56,000. Net loss for the quarter was $93.2 million.”
GPMT Granite Point Mortgage Trust Inc.

Granite Point Mortgage Trust Inc. reported quarter ended March 31, 2026 results: net income GAAP net (loss) attributable to common stockholders of $(6.0) million, EPS $(0.13) per basic weighted average common share.

“optimizing our balance sheet, we are positioning the company for future growth." First Quarter 2026 Activity • Recognized GAAP net (loss) attributable to common stockholders of $(6.0) million, or $(0.13) per basic weighted average common share. • Distributable Earnings (Loss) (1) of $(3.0) million, or $(0.06) per basic weighted average common share. •”
ANGI Angi Inc.

Angi Inc. reported Q1 2026 results: revenue $238.2, net income $(9.0) million, EPS $(0.22) per diluted share.

“ANGI INC. SUMMARY RESULTS ($ in millions except per share amounts) Q1 2026 Q1 2025 % Change Revenue $ 238.2 $ 245.9 (3) %”
ECVT Ecovyst Inc.

Ecovyst Inc. reported the first quarter ended March 31, 2026 results: revenue $215.0 million, net income $5.7 million, EPS $0.05. Guidance raised.

“are reported in discontinued operations in the financial statements for all periods presented. First Quarter 2026 Results & Highlights from Continuing Operations • Sales of $215.0 million, up $71.9 million or 50%, compared to $143.1 million in the first quarter of 2025 • Net income of $5.7 million, compared to a net loss of $8.1 million in the year-ago quarter,”
TEM Tempus AI, Inc.

Tempus AI, Inc. reported the quarter ended March 31, 2026 results: revenue $348.1 million, net income ($125.9 million), EPS ($0.70). Guidance raised.

“technology company leading the adoption of AI to advance precision medicine and patient care, today reported financial results for the quarter ended March 31, 2026. • Revenue of $348.1 million, up 36.1% year-over-year • Diagnostics revenue of $261.1 million, representing 34.7% growth year-over-year, driven by Oncology volume growth of 28% • MRD volume was ~6,500 tests”
RCUS Arcus Biosciences, Inc.

Arcus Biosciences, Inc. reported financial results for three months ended March 31, 2026.

“On May 5, 2026 , Arcus Biosciences, Inc. issued a press release announcing its financial results for the three months ended March 31, 2026.”
AHCO AdaptHealth Corp.

AdaptHealth Corp. reported first quarter ended March 31, 2026 results: revenue $819.8 million, net income $16.0 million. Guidance raised.

“the Company's portfolio around its core Sleep and Respiratory Health businesses. First Quarter Results All comparisons are to the quarter ended March 31, 2025. • Net revenue was $819.8 million compared to $777.9 million, an increase of 5.4%. • Organic revenue growth of 9.1%, with growth across each of the Company’s reportable segments. • Net loss attributable to”
VMD VIEMED HEALTHCARE, INC.

VIEMED HEALTHCARE, INC. reported the three months ended March 31, 2026 results: revenue $75.4 million, net income $2.6 million, EPS $0.06 per diluted share. Guidance raised.

“and updated guidance for the full year ending December 31, 2026. Operational highlights (all dollar amounts are USD): • Net revenues for the quarter ended March 31, 2026 were $75.4 million, representing an increase of $16.3 million, or 28%, over net revenues reported for the comparable quarter ended March 31, 2025. • Net income attributable to Viemed for the”
BV BrightView Holdings, Inc.

BrightView Holdings, Inc. reported second quarter ended March 31, 2026 results: revenue $702.9 million, net income $1.7 million. Guidance raised.

“States, today reported unaudited results for the second quarter ended March 31, 2026. SECOND QUARTER FISCAL 2026 SUMMARY • Net service revenues increased 6.1% year-over-year to $702.9 million, including an increase in land maintenance revenue of 4.0%, • Net income decreased $4.7 million year-over-year to $1.7 million, Net income margin of 0.2%, • Adjusted EBITDA 2”
ALAB Astera Labs, Inc.

Astera Labs, Inc. reported first quarter of fiscal 2026 ended March 31, 2026 results: revenue $308.4 million, net income $80.3 million, EPS $0.44. Guidance initiated.

“• Revenue of $308.4 million, up 14% sequentially and up 93% year-over-year • GAAP gross margin of 76.3% • GAAP operating income of $61.8 million • GAAP operating margin of 20.1% • GAAP net income of $80.3 million • GAAP diluted net earnings per share of $0.44”
CMPX Compass Therapeutics, Inc.

Compass Therapeutics, Inc. reported the quarter ended March 31, 2026 results: revenue $195 million in cash and marketable securities.

“The Phase 1 study for CTX-10726 (PD-1 x VEGF-A bispecific antibody) has also been initiated in the post-checkpoint inhibitor setting, with initial data expected [Q4 2026]. $195 million in cash and marketable securities at Q1 2026, which is expected to fund operations into 2028. BOSTON, May 05, 2026 (GLOBE NEWSWIRE) -- Compass Therapeutics, Inc. (Nasdaq: CMPX),”
PFSI PennyMac Financial Services, Inc.

PennyMac Financial Services, Inc. reported financial results for the fiscal quarter ended March 31, 2026.

“Item 2.02 Results of Operations and Financial Condition. On May 5, 2026, PennyMac Financial Services, Inc. (the "Company") issued a press release and a slide presentation announcing its financial results for the fiscal quarter ended March 31, 2026.”
RVLV Revolve Group, Inc.

Revolve Group, Inc. reported first quarter ended March 31, 2026 results: revenue $342,880, net income $13,758, EPS $0.20.

“created in partnership with Cardi B.” First Quarter 2026 Financial Summary Three Months Ended March 31, 2026 2025 YoY Change (in thousands, except percentages) Net sales $ 342,880 $ 296,709 16% Gross profit $ 180,615 $ 154,286 17% Gross margin 52.7 % 52.0 % Net income $ 13,758 $ 11,406 21% Adjusted EBITDA (non-GAAP financial measure) $ 21,062 $ 19,299 9%”
CTVA Corteva, Inc.

Corteva, Inc. reported the quarter ended March 31, 2026 results: revenue $4.90B, net income $725M, EPS $1.07 per share. Guidance reaffirmed.

“INDIANAPOLIS, Ind., May 5, 2026 – Corteva, Inc. (NYSE: CTVA) (“Corteva” or the “Company”) today reported financial results for the first quarter ended March 31, 2026. 1Q 2026 Results Overview Net Sales Inc. from Cont. Ops (After Tax) EPS GAAP $4.90B $725M $1.07 vs. 1Q 2025 11% 9% 10%”

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.