secwatch / observer

Earnings Releases

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

8-K items 2.02 JSON
STRL STERLING INFRASTRUCTURE, INC.

STERLING INFRASTRUCTURE, INC. reported Full Year 2026 results: revenue $3.70 billion to $3.80 billion, net income $513 million to $533 million, EPS $16.50 to $17.15. Guidance raised.

“• Revenue of $3.70 billion to $3.80 billion • Net Income of $513 million to $533 million • Diluted EPS of $16.50 to $17.15”
STRL STERLING INFRASTRUCTURE, INC.

STERLING INFRASTRUCTURE, INC. reported the three months ended March 31, 2026 results: revenue $825.7 million, net income $96.0 million, EPS $3.09 per diluted share.

“Revenues of $825.7 million increased by 92%. The recently acquired CEC business contributed $156.1 million to revenue in the quarter. • Net income of $96.0 million, or $3.09 per diluted share, increases of 143% and 141% respectively.”
VRTX VERTEX PHARMACEUTICALS INC / MA

VERTEX PHARMACEUTICALS INC / MA reported FY 2026 results: revenue $12.95 billion to $13.1 billion. Guidance reaffirmed.

“Vertex today reiterated full year 2026 financial guidance. Vertex's total revenue guidance of $12.95 billion to $13.1 billion”
VRTX VERTEX PHARMACEUTICALS INC / MA

VERTEX PHARMACEUTICALS INC / MA reported Q1 2026 results: revenue $2.99 billion, net income $1.0 billion.

“Vertex Reports First Quarter 2026 Financial Results — Total revenue of $2.99 billion, an 8% increase compared to first quarter 2025 —”
NHI NATIONAL HEALTH INVESTORS INC

NATIONAL HEALTH INVESTORS INC updated its 2026 full year guidance (lowered).

“NHI is updating its 2026 full year guidance range as follows: • NAREIT FFO per diluted share from a range of $4.94 - $4.99 to a range of $4.74 - $4.79; • Normalized FFO per diluted share from a range of $4.94 - $4.99 to a range of $4.74 - $4.79; and • Normalized FAD from a range of $248.9 million - $251.4 million to a range of $240.6 million - $243.7 million.”
NHI NATIONAL HEALTH INVESTORS INC

NATIONAL HEALTH INVESTORS INC reported the quarter ended March 31, 2026 results: EPS $0.82 per diluted share.

“Net income attributable to common stockholders per diluted share for the quarter ended March 31, 2026 increased by 10.8% to $0.82 per share compared to $0.74 per share for the same period in the prior year.”
ALG ALAMO GROUP INC

ALAMO GROUP INC reported first quarter 2026 results: revenue $417.1 million, net income $29.2 million, EPS $2.41 per fully diluted share.

“Net sales for the first quarter of 2026 were $417.1 million, an increase of 6.7% compared to $391.0 million for the first quarter of 2025. Net income for the first quarter of 2026 was $29.2 million, or $2.41 per fully diluted share compared to $31.8 million, or $2.64 per fully diluted share for the first quarter of 2025.”
MED MEDIFAST INC

MEDIFAST INC reported the first quarter ended March 31, 2026 results: revenue $76.0 million, net income $2.1 million, EPS $0.19 per diluted share. Guidance initiated.

“Medifast Announces First Quarter 2026 Financial Results May 4, 2026 BALTIMORE – ( BUSINESS WIRE )-- Medifast (NYSE: MED), the metabolic health and wellness company known for its science-backed, coach-guided lifestyle system, today reported results for the first quarter ended March 31, 2026. First Quarter 2026 • Revenue of $76.0 million, with revenue per active earning coach of $5,432 • Independent active earning coaches of 14,000 • Net loss of $2.1 million, or $0.19 per diluted share ("EPS") • Cash, Cash Equivalents, and Investment Securities of $168.9 million with no debt”
UFPT UFP TECHNOLOGIES INC

UFP TECHNOLOGIES INC reported first quarter ended March 31, 2026 results: revenue $154.2 million, net income $17.5 million, EPS $2.24.

“for its first quarter ended March 31, 2026, 1.8% higher than net income of $17.2 million for the first quarter of 2025. Net sales for the quarter ended March 31, 2026 were $154.2 million, 4.1% higher than 2025 first quarter sales of $148.1 million. GAAP and adjusted earnings per diluted common share outstanding ( “ EPS ” ) for the quarter ended March 31, 2026”
AEIS ADVANCED ENERGY INDUSTRIES INC

ADVANCED ENERGY INDUSTRIES INC reported the quarter ended March 31, 2026 results: revenue $511 million, net income GAAP net income from continuing operations was $67 million, EPS $1.59 per diluted share.

“Current Report on Form 8-K as Exhibit 99.1. --- EX-99.1 (EX-99.1) --- ​ Exhibit 99.1 Financial News Release Advanced Energy Reports First Quarter 2026 Results ​ ● Revenue was $511 million, up 26% year-over-year and above the midpoint of guidance ● Data Center Computing revenue more than doubled year-over-year ● GAAP gross margin was 39.3%; non-GAAP gross margin”
SGC SUPERIOR GROUP OF COMPANIES, INC.

SUPERIOR GROUP OF COMPANIES, INC. reported quarter ended March 31, 2026 results: revenue $140.9 million, net income $0.8 million, EPS $0.06 per diluted share. Guidance reaffirmed.

“--- EX-99.1 2 ex_936064.htm EXHIBIT 99.1 ex_936064.htm Exhibit 99.1 FOR IMMEDIATE RELEASE SUPERIOR GROUP OF COMPANIES REPORTS FIRST QUARTER 2026 RESULTS – Total net sales of $140.9 million, compared to $137.1 million in prior year first quarter – – Net income of $0.8 million, up from a net loss of ($0.8) million in prior year first quarter – – EBITDA of $4.8”
TNC TENNANT CO

TENNANT CO reported the quarter ended March 31, 2026 results: revenue $ 297.9, net income $ 0.2, EPS $ 0.01.

“today reported its financial results for the quarter ended March 31, 2026. (In millions, except per share data) Three Months Ended March 31, 2026 2025 Incr / (Decr) Net sales $ 297.9 $ 290.0 2.7 % Net income $ 0.2 $ 13.1 (98.5) % Diluted EPS $ 0.01 $ 0.69 (98.6) % Adjusted diluted EPS (a) $ 0.58 $ 1.12 (48.2) % Adjusted EBITDA (a) $ 29.1 $ 41.0 (29.0) %”
TDW TIDEWATER INC

TIDEWATER INC reported financial results for the quarter ended March 31, 2026.

“On May 4, 2026, the Company issued an earnings release announcing its financial results for the quarter ended March 31, 2026.”
EL ESTEE LAUDER COMPANIES INC

ESTEE LAUDER COMPANIES INC reported third quarter ended March 31, 2026 results: revenue $ 3,712, net income $ 249, EPS $ .24. Guidance raised.

“24 FISCAL 2026 THIRD QUARTER SELECT FINANCIAL RESULTS (unaudited) 1,2,3 Three Months Ended March 31 Percentage Change ($ in millions, except per share data) 2026 2025 Net Sales $ 3,712 $ 3,550 5 % Organic Net Sales, Non-GAAP 1,2 $ 3,611 $ 3,550 2 % Other Financial Results: Gross Profit $ 2,836 $ 2,661 7 % Gross Margin 76.4 % 75.0 % Adjusted Gross Profit,”
AMG AFFILIATED MANAGERS GROUP, INC.

AFFILIATED MANAGERS GROUP, INC. reported the quarter ended March 31, 2026 results: net income Net income (controlling interest) of $110.4 million, EPS Diluted EPS of $3.84, Economic EPS of $8.23.

“AUM of $882 billion and record positive net client cash flows of more than $22 billion driven by ongoing momentum in alternative strategies Net income (controlling interest) of $110 million, Economic net income (controlling interest) of $225 million Economic EPS of $8.23 increased 58% year-over-year, driven by strong organic growth and disciplined capital allocation”
JAKK JAKKS PACIFIC INC

JAKKS PACIFIC INC reported financial results for first quarter results for 2026.

“On April 30, 2026, we issued a press release announcing our first quarter results for 2026.”
RHP Ryman Hospitality Properties, Inc.

Ryman Hospitality Properties, Inc. updated its the quarter ended March 31, 2026 guidance (lowered).

“On April 30, 2026, Ryman Hospitality Properties, Inc. (the “Company”) issued a press release announcing its financial results for the quarter ended March 31, 2026 and revising guidance for certain financial measures for 2026”
IESC IES Holdings, Inc.

IES Holdings, Inc. reported fiscal 2026 second quarter results: revenue $974 million, net income $109.9 million, EPS $5.44.

“IES Holdings Reports Fiscal 2026 Second Quarter Results HOUSTON — May 1, 2026 — IES Holdings, Inc. (or “IES” or the “Company”) (NASDAQ: IESC) today announced financial results for the quarter ended March 31, 2026. Second Quarter 2026 Highlights and Recent Developments • Revenue of $974 million for the second quarter of fiscal 2026”
CRI CARTERS INC

CARTERS INC updated its first quarter and full-year fiscal 2026 guidance (reaffirmed).

“The Company today also reaffirmed its first quarter and full-year fiscal 2026 outlook that was provided on February 27, 2026.”
WISCONSIN POWER & LIGHT CO

WISCONSIN POWER & LIGHT CO updated its three months ended March 31, 2026 guidance (reaffirmed).

“On April 30, 2026, Alliant Energy Corporation issued a press release announcing its financial results for the three months ended March 31, 2026.”
TXNM TXNM ENERGY INC

TXNM ENERGY INC reported first quarter 2026 results: net income $3.7, EPS $0.03 per diluted share.

“TXNM Energy (In millions, except EPS) Q1 2026 Q1 2025 GAAP net earnings attributable to TXNM Energy $3.7 $8.9 GAAP diluted EPS $0.03 $0.10 Ongoing net earnings $23.8 $18.1 Ongoing diluted EPS $0.21 $0.19”
ARES Ares Management Corp

Ares Management Corp reported the first quarter ended March 31, 2026 results: net income $142.6 million, EPS $0.46.

“Corporation (NYSE:ARES) today reported its financial results for its first quarter ended March 31, 2026. GAAP net income attributable to Ares Management Corporation was $142.6 million for the quarter ended March 31, 2026. On a basic and diluted basis, net income attributable to Ares Management Corporation per share of Class A and non-voting common stock was”
PIPR PIPER SANDLER COMPANIES

PIPER SANDLER COMPANIES reported first fiscal quarter ended March 31, 2026 results: revenue $474 million, net income $65 million, EPS $0.92.

“On May 1, 2026, Piper Sandler Companies (the "Company") reported its financial results for its first fiscal quarter ended March 31, 2026.”
COHN Cohen & Co Inc.

Cohen & Co Inc. reported first quarter ended March 31, 2026 results: revenue $57.9 Million, net income $1.5 Million, EPS $0.42 per diluted share.

“Revenue of $57.9 Million Net Income Attributable to Cohen & Company Inc. of $1.5 Million, or $0.42 per Diluted Share”
CUBE CubeSmart

CubeSmart reported three months ended March 31, 2026 results: net income $82.9 million, EPS $0.36.

“Net income attributable to the Company’s common shareholders was $ 82.9 million for the first quarter of 2026”
ULH UNIVERSAL LOGISTICS HOLDINGS, INC.

UNIVERSAL LOGISTICS HOLDINGS, INC. reported First quarter 2026 results: revenue $367.6 million, net income net loss of $(3.5) million, EPS $(0.13) per share.

“Universal Logistics Holdings, Inc. (NASDAQ: ULH) today reported consolidated first quarter 2026 net loss of $(3.5) million, or $(0.13) per basic and diluted share, on total operating revenues of $367.6 million.”
LAZ Lazard, Inc.

Lazard, Inc. reported first quarter ended March 31, 2026 results: revenue $757 million, net income $101 million, EPS $0.91 per share, diluted.

“Lazard, Inc. (NYSE: LAZ) today reported net revenue of $757 million and adjusted net revenue 1 of $673 million for the quarter ended March 31, 2026. On a U.S. GAAP basis, Lazard reported first-quarter 2026 net income of $101 million or $0.91 per share, diluted.”
IRMD IRADIMED CORP

IRADIMED CORP reported first quarter of 2026 results: revenue revenue of $22.0 million, net income net income of $5.8 million, EPS $0.45 per diluted share. Guidance reaffirmed.

“IRADIMED CORPORATION Reports First Quarter 2026 Financial Results Announces Regular Quarterly Cash Dividend of $0.20 Per Share Reaffirms Full-Year 2026 Revenue and Earnings Guidance • Reports revenue of $22.0 million for the first quarter of 2026, an increase of $2.5 million, or 13%, compared to the same period in 2025. • Reports record GAAP diluted EPS of $0.45 and non-GAAP diluted EPS of $0.49 for the first quarter of 2026, which are increases of 22% and 17%, respectively, compared to the same period in 2025.”
CBOE Cboe Global Markets, Inc.

Cboe Global Markets, Inc. reported the quarter ended March 31, 2026 results: revenue $728.9 million, net income $384.1 million, EPS $3.66. Guidance raised.

“• Record Diluted EPS for the Quarter of $3.66, Up 54 percent • Record Adjusted Diluted EPS 1 for the Quarter of $3.70, Up 48 percent • Record Net Revenue for the Quarter of $728.9 million, Up 29 percent • Increases 2026 Organic Total Net Revenue Growth Target 2 to 'low double-digit to mid-teens' from 'mid single-digit' and Cboe Data Vantage 3 Organic Net Revenue”
CNK Cinemark Holdings, Inc.

Cinemark Holdings, Inc. reported the three months ended March 31, 2026 results: revenue $643.1 million, net income $(6.4) million, EPS $(0.06).

“Cinemark Holdings, Inc.’s total revenue for the three months ended March 31, 2026 increased 18.9% to $643.1 million compared with $540.7 million for the three months ended March 31, 2025. For the three months ended March 31, 2026, admissions revenue was $311.4 million while concession revenue was $255.2 million, with attendance of 39.0 million patrons. Worldwide average ticket price was $7.98 and concession revenue per patron was $6.54. Net loss attributable to Cinemark Holdings, Inc. for the three months ended March 31, 2026 was $(6.4) million compared with $(38.9) million for the three months ended March 31, 2025. Diluted loss per share for the three months ended March 31, 2026 was $(0.06) compared with $(0.32) for the three months ended March 31, 2025. Adjusted EBITDA for the three months ended March 31, 2026 was $88.5 million compared with $36.4 million for the three months ended March 31, 2025.”
QNTO QUAINT OAK BANCORP, INC.

QUAINT OAK BANCORP, INC. reported the first quarter ended March 31, 2026 results: net income $166,000, EPS $0.06 per basic and diluted share.

“Quaint Oak Bancorp, Inc. (the “Company”) (OTCQB: QNTO), the holding company for Quaint Oak Bank (the “Bank”), announced today net income for the quarter ended March 31, 2026 of $166,000, or $0.06 per basic and diluted share, compared to net loss of $83,000, or $(0.03) per basic and diluted share, for the same period in 2025. Robert T. Strong, Chief Executive”
FET FORUM ENERGY TECHNOLOGIES, INC.

FORUM ENERGY TECHNOLOGIES, INC. reported first quarter 2026 results: revenue $209 million, net income $4 million or $0.39 per diluted share, EPS $0.39 per diluted share. Guidance raised.

“Forum Energy Technologies, Inc. (NYSE: FET) today announced first quarter 2026 revenue of $209 million and net income of $4 million or $0.39 per diluted share.”
TNXP Tonix Pharmaceuticals Holding Corp.

Tonix Pharmaceuticals Holding Corp. reported quarter ended March 31, 2026 results: revenue approximately $6.9 million, net income approximately $40.8 million.

“to $16.8 million for the quarter ended March 31, 2025. · The Company’s net revenue from sales of its marketed products for the quarter ended March 31, 2026, was approximately $6.9 million compared to $2.4 million for the quarter ended March 31, 2025. o Net revenue from sales of Zembrace® SymTouch ® and Tosymra ® for the quarter ended March 31, 2026, was”
PRLB Proto Labs Inc

Proto Labs Inc reported first quarter ended March 31, 2026 results: revenue $139.3 million, net income $8.1 million, EPS $0.33 per diluted share.

“Revenue was a record $139.3 million, a 10.4% increase over the first quarter of 2025. ◦ CNC machining revenue grew 19.7% year-over-year. ◦ Revenue per customer contact increased 20.4% year-over-year. • Net income was $8.1 million, or $0.33 per diluted share”
LYB LyondellBasell Industries N.V.

LyondellBasell Industries N.V. reported first quarter 2026 results: revenue $7,197, net income $125 million, EPS $0.38 per share.

“table: Table 1 - Earnings Summary Millions of U.S. dollars (except share data) Three Months Ended March 31 2026 December 31 2025 March 31 2025 Sales and other operating revenues $7,197 $7,091 $7,677 Net income (loss) 125 (140) 177 Diluted earnings (loss) per share 0.38 (0.45) 0.54 Weighted average diluted share count 323 322 324 EBITDA 1 568 345 655 Excluding”
UPLD Upland Software, Inc.

Upland Software, Inc. reported the quarter ended March 31, 2026 results: revenue $48.7 million, net income GAAP net loss attributable to common stockholders was $2.7 million, EPS GAAP net loss per share attributable to common stockholders was $0.09 per share. Guidance reaffirmed.

“and operating results for the first quarter 2026 and issued guidance for its second quarter and full year of 2026. First Quarter 2026 Financial Highlights • Total revenue was $48.7 million, a decrease of 24% from $63.7 million in the first quarter of 2025, primarily due to divestitures completed in 2025. • Subscription and support revenue was $46.1 million, a”
LBTYA Liberty Global Ltd.

Liberty Global Ltd. updated its Q1 2026 guidance (reaffirmed).

“Liberty Global Ltd. announces its Q1 2026 financial results”
OMF OneMain Holdings, Inc.

OneMain Holdings, Inc. reported first quarter of 2026 results: revenue $1.6 billion, net income $226 million, EPS $1.93.

“totaled $3.1 billion in the first quarter of 2026, up 3% from $3.0 billion in the prior year quarter. Total revenue, comprising interest income and total other revenue, was $1.6 billion in the first quarter of 2026, up 6% from $1.5 billion in the prior year quarter. Interest income in the first quarter of 2026 was $1.4 billion, up 6% from $1.3 billion in the”
CVEO Civeo Corp

Civeo Corp reported first quarter ended March 31, 2026 results: revenue $172.7 million, net income net loss of $3.8 million, or $0.34 per diluted share. Guidance raised.

“as may be expressly set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- Civeo Reports First Quarter 2026 Results Highlights: • Reported revenues of $172.7 million, net loss of $3.8 million and Adjusted EBITDA of $22.5 million, reflecting year-over-year growth of 20% in revenues and 78% in Adjusted EBITDA; • Australian segment revenues”
XHR Xenia Hotels & Resorts, Inc.

Xenia Hotels & Resorts, Inc. reported the quarter ended March 31, 2026 results: net income $19.8 million, or $0.21 per share, EPS $0.21. Guidance raised.

“or the “Company”) today announced results for the quarter ended March 31, 2026 . First Quarter 2026 Highlights • Net Income: Net income attributable to common stockholders was $19.8 million, or $0.21 per share • Adjusted EBITDAre : $81.4 million, increased 11.6% compared to the first quarter of 2025 • Adjusted FFO per Diluted Share: $0.63, increased 23.5% compared”
SENS Senseonics Holdings, Inc.

Senseonics Holdings, Inc. reported the quarter ended March 31, 2026 results: revenue approximately $11.7 million.

“Although the Company has not finalized its full financial results for the quarter ended March 31, 2026, it expects to report the following selected financial information as of and for the quarter ended March 31, 2026: · revenue of approximately $11.7 million; · gross profit of approximately $6.4 million; · gross margin of approximately 54%; · net loss between $31 million and $33 million; · cash, cash equivalents, short-term investments and restricted cash of approximately $64.6 million; · stockholders’ equity of between $33.7 million and $35.7 million.”
FLGT Fulgent Genetics, Inc.

Fulgent Genetics, Inc. reported first quarter ended March 31, 2026 results: revenue 71.1 million, net income -24.8 million, EPS -0.80. Guidance reaffirmed.

“for fiscal year 2026 • Executed on stock repurchase program; purchased approximately 2.6 million shares in the first quarter of 2026 using $40.1 million in cash • Revenue of $71.1 million • GAAP gross profit of $21.5 million, or GAAP gross margin of 30.2%; Non-GAAP gross profit of $23.0 million, or Non-GAAP gross margin of 32.3% • GAAP loss of $24.8 million, or”
MRNA Moderna, Inc.

Moderna, Inc. reported first quarter ended March 31, 2026 results: revenue $389 million, net income $(1.3) billion, EPS $(3.40).

“Total revenue for the first quarter of 2026 was $389 million, an increase of $281 million compared to the same period in 2025.”
LIN LINDE PLC

LINDE PLC reported the quarter ended March 31, 2026 results: revenue $8,781 million, net income $1,857 million, EPS $3.98. Guidance reaffirmed.

“--- EX-99.1 (PRESS RELEASE) --- EX-99.1 2 lin_ex991.htm PRESS RELEASE lin_ex991.htm EXHIBIT 99.1 Linde Reports First-Quarter 2026 Results First-Quarter Highlights ➢ Sales $8.8 billion, up 8% YoY, underlying sales up 3% ➢ Operating profit $2.4 billion, adjusted operating profit $2.6 billion, up 8% ➢ Operating profit margin 27.8%; adjusted operating profit”
NVT nVent Electric plc

nVent Electric plc reported first quarter of 2026 results: revenue $1.2 billion, EPS $0.86. Guidance raised.

“(EX-99.1) --- News Release nVent Delivers Record Sales, Orders and Backlog in Q1 2026 Q1 results exceeded guidance Raising full-year sales and EPS guidance • Reported sales of $1.2 billion up 53%, organically up 34% • Reported EPS of $0.86 up 65%; Adjusted EPS of $1.09 up 63% • Cash Flows of $90 million up 41%; Free Cash Flow of $54 million up 21% • Raising”
PWP Perella Weinberg Partners

Perella Weinberg Partners reported first quarter ended March 31, 2026 results: revenue $149 Million, net income $0.02, EPS $0.05.

“as expressly set forth by specific reference in such a filing. --- EX-99.1 (EX-99.1) --- Perella Weinberg Reports First Quarter 2026 Results Financial Overview • Revenues of $149 Million, Down 30% from a Record First Quarter a Year Ago • GAAP Pre-Tax Loss of $(11) Million, Adjusted Pre-Tax Loss of $(3) Million • GAAP Diluted EPS of $0.02, Adjusted EPS of $0.05”
EXOD Exodus Movement, Inc.

Exodus Movement, Inc. reported the first quarter ended March 31, 2026 results: revenue approximately $22.7 million.

“Exodus Reports Preliminary First Quarter 2026 Results First Quarter 2026 Revenue of $22.7 million”
BTSG BrightSpring Health Services, Inc.

BrightSpring Health Services, Inc. reported the quarter ended March 31, 2026 results: revenue $3,614 million, net income $74 million. Guidance raised.

“EBITDA 1 guidance. First Quarter 2026 Financial Highlights (note: all figures represent continuing operations and exclude the Community Living business) • Net revenue of $3,614 million, up 25.6% compared to $2,878 million in the first quarter of 2025 • Gross profit of $482 million, up 42.5% compared to $338 million in the first quarter of 2025 • Net income of”
TPG TPG Inc.

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

“On May 1, 2026, TPG Inc. issued a summary press release and a detailed earnings presentation announcing financial results for its first quarter ended March 31, 2026.”

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.