Earnings Releases

BIOMARIN PHARMACEUTICAL INC reported the first quarter ended March 31, 2026 results: revenue $766 million, net income $106 million. Guidance raised.

“Total Revenues for the first quarter of 2026 were $766 million”

WILLIAMS COMPANIES, INC. reported the three months ended March 31, 2026 results: net income $864 million, or $0.70 per diluted share (EPS), EPS $0.70 per diluted share. Guidance reaffirmed.

“announced its unaudited financial results for the three months ended March 31, 2026. Natural gas-focused strategy continues to drive key financial results • GAAP net income: $864 million, or $0.70 per diluted share (EPS), up 25% vs. 1Q 2025 • Adjusted net income: $895 million, or $0.73 per diluted share (Adj. EPS), up 23% and 22%, respectively, vs. 1Q 2025 •”

DIVERSIFIED HEALTHCARE TRUST reported financial results for the quarter ended March 31, 2026.

“On May 4, 2026 , Diversified Healthcare Trust, or the Company, issued a summary press release and a detailed earnings presentation announcing the Company's financial results for the quarter ended March 31, 2026.”

GAIA, INC reported first quarter ended March 31, 2026 results: revenue $24.3 million, net income $(1.3) million, EPS $(0.05) per share.

“company, reported financial results for the first quarter ended March 31, 2026. First Quarter 2026 Summary vs First Quarter 2025 (where applicable) • Revenue increased to $24.3 million compared to $23.8 million. • Gross profit remained flat at $20.9 million. • Generated $1.5 million in operating cash flow and $1.1 million in free cash flow. Management”

HEALTHSTREAM INC updated its full year 2026 guidance (reaffirmed).

“The Company reaffirms its guidance for 2026 for the measures set forth below as previously announced on February 23, 2026.”

HEALTHSTREAM INC reported first quarter ended March 31, 2026 results: revenue $81.2 million, net income $5.9 million, EPS $0.20 per share (diluted). Guidance reaffirmed.

“healthcare technology platform company for clinical workforce solutions, today announced results for the first quarter ended March 31, 2026 . First Quarter 2026 • Revenues of $81.2 million, up 10.5% from $73.5 million in the first quarter of 2025 , setting a new Company record for quarterly revenue • Operating income of $7.5 million, up 71.6% from $4.4 million in”

Cryoport, Inc. reported first quarter (Q1) of 2026 results: revenue $47.8 million. Guidance raised.

“99.1) --- EX-99.1 2 tm2613494d1_ex99-1.htm EXHIBIT 99.1 Exhibit 99.1 Cryoport Reports First Quarter 2026 Financial Results ● First quarter revenue grew 16% year-over-year to $47.8 million ● Commercial cell and gene therapy (CGT) revenue grew 26% year-over-year to $9.1 million, reflecting continued expansion in approved CGT programs ● Life Sciences Services”

COGENT COMMUNICATIONS HOLDINGS, INC. reported the first quarter of 2026 results: revenue $239.2 million, EPS $(0.83).

“Cogent Communications Holdings, Inc. (NASDAQ: CCOI) (“Cogent”) today announced service revenue of $239.2 million for the three months ended March 31, 2026, a decrease of 0.6% from the three months ended December 31, 2025 and a decrease of 3.2% from the three months ended March 31, 2025. Foreign exchange rates positively impacted service revenue growth from the three months ended December 31, 2025 to the three months ended March 31, 2026 by $0.3 million and positively impacted service revenue growth from the three months ended March 31, 2025 to the three months ended March 31, 2026 by $3.4 million. On a constant currency basis, service revenue decreased by 0.7% from the three months ended December 31, 2025 to the three months ended March 31, 2026 and decreased by 4.6% from the three months ended March 31, 2025 to the three months ended March 31, 2026. Page 1 of 19 On-net service is provided to customers located in buildings that are physically connected to Cogent’s network by Cogent fac”

Sonos Inc reported financial results for Second Quarter Fiscal 2026.

“On May 4, 2026, Sonos, Inc. (the “Company”) issued a press release announcing its financial results for its second fiscal quarter ended March 28, 2026.”

NCL CORP Ltd. reported first quarter ended March 31, 2026 results: revenue $2.3 billion, net income $104.7 million, EPS $0.23. Guidance lowered.

“financial results for the first quarter ended March 31, 2026 and provided guidance for the second quarter and full year 2026. Highlights First quarter total revenue grew 10% to $2.3 billion. GAAP net income was $105 million, with EPS of $0.23. Delivered Adjusted EBITDA 1 of $533 million in first quarter 2026, exceeding guidance, and representing an increase of 18%”

FreightCar America, Inc. reported the first quarter ended March 31, 2026 results: revenue $64.3 million, net income $41.6 million, EPS $1.15 per share. Guidance reaffirmed.

“supplier of railroad freight cars, railcar parts and components, today reported results for the first quarter ended March 31, 2026. First Quarter 2026 Highlights • Revenues of $64.3 million, consistent with expectations, compared to $96.3 million in the first quarter of 2025, with railcar deliveries of 577 units compared to 710 units in the prior year period • Gross”

Palantir Technologies Inc. reported the first quarter ended March 31, 2026 results: revenue $1.633 billion, net income $871 million, EPS $0.34. Guidance raised.

“to $595 million ◦ U.S. government revenue grew 84% year-over-year and 21% quarter-over-quarter to $687 million • Revenue grew 85% year-over-year and 16% quarter-over-quarter to $1.633 billion • Closed 206 deals of at least $1 million, 72 deals of at least $5 million, and 47 deals of at least $10 million • Closed total contract value (“TCV”) of $2.41 billion, up 61%”

BOISE CASCADE Co reported first quarter ended March 31, 2026 results: revenue $1.5 billion, net income $17.8 million, EPS $0.50 per share.

“Boise Cascade Company ("Boise Cascade," the "Company," "we," or "our") (NYSE: BCC) today reported net income of $17.8 million, or $0.50 per share, on sales of $1.5 billion for the first quarter ended March 31, 2026, compared with net income of $40.3 million, or $1.06 per share, on sales of $1.5 billion for the first quarter ended March 31, 2025.”

Equitable Holdings, Inc. reported the quarter ended March 31, 2026 results: net income $621 million, EPS $2.14 per share.

“specific reference in such a filing. --- EX-99.1 (EX-99.1) --- EQUITABLE HOLDINGS REPORTS FIRST QUARTER 2026 RESULTS _______________________________________ • Net income of $621 million, or $2.14 per share • Non-GAAP operating earnings 1 of $472 million, or $1.62 per share; Adjusting for notable items 2 , Non-GAAP operating earnings of $491 million, or $1.68 per”

AVIAT NETWORKS, INC. reported the third quarter ended March 27, 2026 results: revenue $100.0 million, net income $2.1 million, EPS $0.16.

“in Exhibit 99.1 of this report. --- EX-99.1 (EX-99.1) --- Aviat Networks Announces Fiscal 2026 Third Quarter and Nine Month Financial Results Total Q3 QTD Revenues of $100.0 million Q3 QTD Operating Income of $0.9 million; Q3 QTD Non-GAAP Operating Income of $3.0 million Q3 QTD Net Earnings of $(2.1) million; Q3 QTD Adjusted EBITDA of $4.4 million Q3 QTD”

Fabrinet reported third fiscal quarter ended March 27, 2026 results: revenue $1,214.3 million, net income $125.2 million, EPS $3.45. Guidance reaffirmed.

“as we move into the fourth quarter and beyond.” Third Quarter Fiscal Year 2026 Fi nancial Highlights GAAP Results • Revenue for the third quarter of fiscal year 2026 was $1,214.3 million, compared to $871.8 million for the third quarter of fiscal year 2025. • GAAP net income for the third quarter of fiscal year 2026 was $125.2 million, compared to $81.3 million”

Allison Transmission Holdings Inc reported for the three months ended March 31, 2026 results: revenue $1,406 million, net income $112 million, EPS Diluted EPS of $1.33, Adjusted Diluted EPS of $2.57.

“set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- EX-99.1 Exhibit 99.1 News Release Allison Announces First Quarter 2026 Results * Net Sales of $1,406 million, up 84% year over year, including the addition of the Allison Off-Highway business unit acquired on January 1, 2026 * Net Income of $112 million, 8% of Net Sales * Diluted EPS of”

Apple Hospitality REIT, Inc. reported the first quarter ended March 31, 2026 results: net income $27,699, EPS $0.12.

“As of and For the Three Months Ended March 31 (Unaudited) (in thousands, except statistical and per share amounts) (1) Three Months Ended March 31, 2026 2025 % Change Net income $27,699 $31,221 (11.3%) Net income per share $0.12 $0.13 (7.7%) Operating income $48,013 $50,859 (5.6%) Operating margin % 14.2% 15.5% (130 bps) Adjusted EBITDAre $100,597 $98,446 2.2%”

InspireMD, Inc. reported first quarter ended March 31, 2026 results: revenue $3.4 million, net income $13.7 million, EPS $0.16 per basic and diluted share.

“expressly set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- InspireMD Reports First Quarter 2026 Financial Results - Reports total Q1 2026 revenue of $3.4 million, representing year-over-year growth of 122% - - Received IDE approval from FDA to initiate the CGUARDIANS III clinical trial of its SwitchGuard neuro protection system for use in”

JBT MAREL Corp reported full year 2026 results: revenue $3,990 - $4,065, EPS $4.70 - $5.15. Guidance reaffirmed.

“JBT Marel is reiterating its full year 2026 guidance, and the below table reflects consolidated guidance. Guidance In millions except EPS and margin FY 2026 Revenue $3,990 - $4,065 Net income margin 6.1% - 6.6% Adjusted EBITDA margin (1) 17.0% - 17.5% GAAP diluted EPS $4.70 - $5.15 Adjusted EPS (1) $8.00 - $8.50”

JBT MAREL Corp reported first quarter ended March 31, 2026 results: revenue $936 million, net income $45 million, EPS $0.86.

“First quarter 2026 consolidated revenue of $936 million increased 10 percent with approximately 6 percent benefit from foreign exchange translation. The foreign exchange benefit was largely as expected. Net income of $45 million improved $218 million, and net income margin was 4.8 percent. The improvement in net income was primarily driven by lower non-recurring and transaction related costs as well as margin enhancement efforts and lower interest expense. First quarter 2026 consolidated adjusted EBITDA of $142 million improved $30 million, and adjusted EBITDA margin was 15.2 percent. Diluted earnings per share (EPS) was $0.86 compared to a loss per share of $3.35. Adjusted EPS was $1.58 compared to $0.97.”

Travere Therapeutics, Inc. reported the quarter ended March 31, 2026 results: revenue $124.5 million, net income Net loss for the first quarter of 2026 was $37.1 million, or $0.40 per basic share, EPS $0.40 per basic share.

“supporting a compelling long-term trajectory for the Company.” Financial Results for the Quarter Ended March 31, 2026 U.S. net product sales for the first quarter of 2026 were $124.5 million, compared to $75.9 million for the same period in 2025. The increase is attributable to growth in sales of FILSPARI. Research and development (R&D) expenses for the first quarter”

BIODESIX INC reported the first quarter ended March 31, 2026 results: revenue $25.6 million, net income Net loss of $7.8 million. Guidance raised.

“Biodesix Announces First Quarter 2026 Results and Highlights Delivered $25.6 million in revenue representing 42% growth in Q1 2026; Achieved 84% gross margin in Q1 2026; Increased FY 2026 Revenue Guidance to $108-114 million”

Transocean Ltd. reported first quarter 2026 results: revenue $1.08 billion, net income $71 million, EPS $0.06 per diluted share. Guidance initiated.

“first quarter 2026 Key points ● Contract drilling revenues were $1.08 billion due in part to strong revenue efficiency (1) of 97.3%. ● Net income was $71 million or $0.06 per diluted share.”

Backblaze, Inc. reported first quarter ended March 31, 2026 results: revenue Revenue of $38.7 million, net income Net loss was $6.1 million, EPS Net loss per share was $0.10. Guidance raised.

“San Francisco, CA (May 4, 2026)— Backblaze, Inc. (Nasdaq: BLZE), the high-performance cloud storage platform for the AI era, today announced results for its first quarter ended March 31, 2026. "In Q1, we exceeded the top end of our revenue and Adjusted EBITDA guidance, with B2 growing 24% year over year," said Gleb Budman, co-founder and CEO of Backblaze. "We are seeing growing traction with AI customers, including winning a AI training data company and a generative AI video creation company, jointly contributing about $1.5 million in annual contract value, along with a 76% growth in AI customers year over year. As AI models shift from text to multimodal, the volume of data required to train and operate them grows exponentially, and the need for storage that is performant, open, and cost-efficient at scale has never been greater. Backblaze is emerging as a compelling storage platform of choice for the AI economy." First Quarter 2026 Financial Highlights: (1) • Revenue of $38.7 million,”

Addus HomeCare Corp reported the first quarter ended March 31, 2026 results: revenue $363.6 million, net income $25.1 million, EPS $1.36 per diluted share.

“Net service revenues were $363.6 million for the first quarter of 2026, a 7.7% increase compared with $337.7 million for the first quarter of 2025. Net income was $25.1 million for the first quarter of 2026 compared with $21.2 million for the first quarter of 2025, while net income per diluted share was $1.36 compared with $1.16 for the same period a year ago.”

GOLUB CAPITAL BDC, Inc. reported financial results for second fiscal quarter ended March 31, 2026.

“On May 4, 2026, Golub Capital BDC, Inc. issued a press release announcing its financial results for its second fiscal quarter ended March 31, 2026.”

GOLUB CAPITAL BDC, Inc. reported financial results for second fiscal quarter ended March 31, 2026.

“On May 5, 2026, Golub Capital BDC, Inc. will host a conference call to discuss its financial results for its second fiscal quarter ended March 31, 2026.”

ThredUp Inc. updated its full year 2026 guidance (raised).

“Issued a revised full year 2026 financial outlook, raising expectations for Revenue, Gross Margin and Adjusted EBITDA margin”

ThredUp Inc. reported first quarter ended March 31, 2026 results: revenue $81.7 million, net income $6.5 million. Guidance raised.

“Exchange Act, regardless of any general incorporation language in such filing. --- EX-99.1 (EX-99.1) --- ThredUp Announces First Quarter 2026 Results • Quarterly revenue of $81.7 million, representing an increase of 15% year-over-year • Quarterly gross margin of 79.2% and an increase in gross profit of 15% year-over-year • Record Active Buyers of 1.71 million,”

BWX Technologies, Inc. reported first quarter ended March 31, 2026 results: revenue $860.2 million, net income $91.2 million, EPS $0.99 per diluted share. Guidance raised.

“BWX Technologies Reports First Quarter 2026 Results • 1Q26 revenues of $860.2 million • 1Q26 net income of $91.2 million, adjusted EBITDA (1) of $148.0 million • 1Q26 diluted GAAP EPS of $0.99, non-GAAP (1) EPS of $1.12”

Ameresco, Inc. reported first quarter ended March 31, 2026 results: revenue $401.5 million, net income $18.3 million, EPS ($0.35).

“Revenues of $401.5 million • Net loss attributable to common shareholders of $18.3 million • GAAP EPS of ($0.35)”

New Mountain Finance Corp reported for the quarter ended March 31, 2026 results: net income 32.2.

“New Mountain Finance Corporation Announces Financial Results for the Quarter Ended March 31, 2026 Reports First Quarter Adjusted Net Investment Income 1 of $0.32 per Share and Declares a Second Quarter Distribution of $0.25 per Share”

PINTEREST, INC. reported quarter ended March 31, 2026 results: revenue $1,008 million, net income $74 million net loss.

“Pinterest Announces First Quarter 2026 Results, Delivers 18% Revenue Growth, Record Users, and Approximately $2 Billion of Share Repurchases Q1 Revenue of $1,008 million, an increase of 18% on a reported and 15% on a constant currency basis All-time high of 631 million global monthly active users, an increase of 11% Completed previously announced $2 billion of near-term share repurchases SAN FRANCISCO, Calif. - May 4, 2026 - Pinterest, Inc. (NYSE: PINS) today announced financial results for the quarter ended March 31, 2026. • Revenue was $1,008 million, growing 18% year over year. On a constant currency basis, revenue would have grown 15% year over year. • Global Monthly Active Users ("MAUs") increased 11% year over year to 631 million. • GAAP net loss was $74 million and Adjusted EBITDA was $207 million.”

RLJ Lodging Trust reported the quarter ended March 31, 2026 results: revenue $339,977, net income ($349). Guidance raised.

“Operational Overview: (1) Comparable ADR $209.91 $205.51 2.1% Comparable Occupancy 70.8% 69.0% 2.6% Comparable RevPAR $148.55 $141.80 4.8% Financial Overview: Total Revenue $339,977 $328,119 3.6% Comparable Hotel Revenue $339,958 $322,520 5.4% Net (loss) income ($349) $3,172 (111.0)% Comparable Hotel EBITDA $89,918 $83,858 7.2% Comparable Hotel EBITDA Margin”

Norwegian Cruise Line Holdings Ltd. reported first quarter ended March 31, 2026 results: revenue $2.3 billion, net income $104.7 million, EPS $0.23. Guidance lowered.

“financial results for the first quarter ended March 31, 2026 and provided guidance for the second quarter and full year 2026. Highlights First quarter total revenue grew 10% to $2.3 billion. GAAP net income was $105 million, with EPS of $0.23. Delivered Adjusted EBITDA 1 of $533 million in first quarter 2026, exceeding guidance, and representing an increase of 18%”

Diamondback Energy, Inc. updated its first quarter ended March 31, 2026 guidance (raised).

“On May 4, 2026, Diamondback Energy, Inc. (the “Company”) issued a press release announcing financial and operating results for the first quarter ended March 31, 2026, including the first quarter 2026 base cash dividend and an increase in the annual base dividend and production guidance”

Duolingo, Inc. reported Q1 2026 results: revenue 292.0M, net income 43.5M.

“User Metrics Q1 2025 Q1 2026 Daily Active Users 46.6M 56.5M 21% YoY Paid Subscribers 10.3M 12.5M at period end 21% YoY Financial Metrics Q1 2025 Q1 2026 Revenue $230.7M $292.0M 27% YoY Total Bookings $271.6M $308.5M 14% YoY Net Income $35.1M $43.5M 15.2% margin 14.9% margin Adjusted EBITDA $62.8M $83.4M 27.2% margin 28.6% margin Net Cash Provided by”

AH Realty Trust, Inc. reported the quarter ended March 31, 2026 results: net income Net loss attributable to common stockholders and OP Unitholders of $33.3 million, or $0.33 per diluted share, EPS $0.33 per diluted share. Guidance raised.

“be expressly set forth by specific reference in such a filing. --- EX-99.1 (EX-99.1) --- PRESS RELEASE AH REALTY TRUST REPORTS FIRST QUARTER 2026 RESULTS GAAP Net Loss of $0.33 Per Diluted Share for the First Quarter FFO, As Adjusted of $0.15 Per Diluted Share for the First Quarter Office Same Store NOI Growth of 0.7% (Cash) Positive Office New Lease”

Evolus, Inc. reported the first quarter ended March 31, 2026 results: revenue $73.1 million. Guidance reaffirmed.

“Reports First Quarter 2026 Financial Results; Company Delivers Second Consecutive Quarter of Positive Adjusted EBITDA and Reaffirms Full-Year Outlook • Global Net Revenue of $73.1 Million for the First Quarter of 2026, Up 7% Over the Prior Year and Against the Highest Growth Quarter of 2025 • GAAP Operating Loss of $6.8 Million and Adjusted EBITDA of $0.6 Million”

Axsome Therapeutics, Inc. reported first quarter of 2026 results: revenue $191.2 million, net income $(64.5) million, EPS $(1.26) per share.

“Total net product revenue was $191.2 million for the first quarter of 2026, representing 57% year-over-year growth.”

Twist Bioscience Corp reported fiscal second quarter 2026 results: revenue $110.7 million, net income $44.0 million, EPS $0.71 per share. Guidance raised.

“expressly set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- Twist Bioscience Reports Fiscal Second Quarter 2026 Financial Results — Record revenue of $110.7 million in 2QFY26 ; Increase of more than 19% over $92.8 million in 2QFY25; 13th consecutive quarter of sequential growth — — Gross margin of 51.6% in 2QFY26 ; Improvement of”

ONE Gas, Inc. reported the quarter ended March 31, 2026 results: net income $128.7 million, EPS $2.04 per diluted share. Guidance reaffirmed.

“officer. “We are confident in our strategic plan and remain on track to achieve our 2026 financial guidance.” FINANCIAL RESULTS & HIGHLIGHTS • First quarter 2026 net income was $128.7 million, or $2.04 per diluted share, compared with $119.4 million, or $1.98 per diluted share, in the same period last year; • First quarter 2026 adjusted net income was $133.4 million,”

Metallus Inc. reported first quarter of 2026 results: revenue $308.3 million, net income $5.4 million, EPS $0.13 per diluted share.

“today reported first-quarter 2026 net sales of $308.3 million and net income of $5.4 million, or $0.13 per diluted share.”

V2X, Inc. updated its Full Year 2026 guidance (raised).

“Increasing 2026 Guidance  Increasing full-year 2026 guidance with 9% revenue and adjusted EBITDA1 growth at the midpoint”

V2X, Inc. reported First Quarter 2026 results: revenue 1.25 billion, net income 18.9 million, EPS 0.60.

“Revenue of $1.25 billion, up 23% year-over-year  Net income of $18.9 million; Adjusted net income1 of $48.1 million, up 53% year-over-year  Adjusted EBITDA1 of $85.6 million; Adjusted EBITDA1 margin of 6.8%  Diluted EPS of $0.60; Adjusted diluted EPS1 of $1.53, up 55% year-over-year  Record backlog1 of $13.8 billion, driven by 3.2x book-to-bill1 in the quarter”

Inspire Medical Systems, Inc. reported Full Year 2026 results: revenue in the range of $825 million to $875 million, EPS diluted EPS in the range of $0.07 to $0.62 and adjusted diluted EPS in the range of $0.75 to $1.25. Guidance lowered.

“The Company is revising its previously announced revenue outlook to be in the range of $825 million to $875 million, which represents a decline of 4% to 10% compared to 2025. Additionally, the Company now expects annual adjusted operating margin in the range of 2% to 4%, diluted EPS in the range of $0.07 to $0.62 and adjusted diluted EPS in the range of $0.75 to $1.25.”

Inspire Medical Systems, Inc. reported the quarter ended March 31, 2026 results: revenue $204.6 million, net income Net loss was $11.3 million, EPS Diluted EPS was $(0.39) and adjusted diluted EPS was $0.10.

“Revenue increased 1.6% to $204.6 million, primarily driven by increased market penetration, offset by the adverse effects of reimbursement disruption and the Wasteful and Inappropriate Service Reduction (WISeR) program. • Gross margin increased 180 bps to 86.5%, primarily due to increased sales mix of the Inspire V system, which has a higher gross margin than the Inspire IV system. • Operating expenses increased $5.9 million, or 3.4%, to $178.0 million, primarily driven by higher marketing expenses, legal fees and employee-related costs, partially offset by lower R&D expenses. • Operating loss decreased $0.4 million to $1.1 million, and operating margin was (0.5)%. Adjusted operating income was $0.3 million, and adjusted operating margin was 0.2%. • Interest and dividend income decreased by $1.3 million, primarily due to lower average interest rates and lower average cash, cash equivalents, and investment balances. • The effective tax rate was 571.2% compared to 28.1%. The increase in”

James River Group Holdings, Inc. reported the quarter ended March 31, 2026 results: net income $(10,743), EPS $(0.23).

“March 31, ($ in thousands, except for share data) 2026 per diluted share 2025 per diluted share Net (loss) income from continuing operations available to common shareholders $ (10,743) $ (0.23) $ 9,019 $ 0.18 Net loss from discontinued operations 1 (149) $ — (1,414) $ (0.02) Net (loss) income available to common shareholders (10,892) $ (0.23) 7,605 $ 0.16”