secwatch / observer

Earnings Releases

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

8-K items 2.02 JSON
CHH CHOICE HOTELS INTERNATIONAL INC /DE

CHOICE HOTELS INTERNATIONAL INC /DE reported the first quarter ended March 31, 2026 results: revenue $340.6 million, net income $20.3 million, EPS $0.44.

“with a capital-light, franchise-driven model, today reported results for the first quarter ended March 31, 2026. Highlights include: • Total revenues reached a company record $340.6 million for the first quarter. • Net income was $20.3 million for the first quarter, representing diluted EPS of $0.44. • Adjusted EBITDA totaled $125.7 million, while adjusted diluted”
GHC Graham Holdings Co

Graham Holdings Co reported first quarter ended March 31, 2026 results: revenue 1,236.0 million, net income 29.1 million, EPS 6.62 per share.

“filed its Form 10-Q today for the quarter ended March 31, 2026 with the Securities and Exchange Commission. Division Operating Results Revenue for the first quarter of 2026 was $1,236.0 million , up 6% from $1,165.9 million in the first quarter of 2025. Revenues increased at education, television broadcasting, healthcare and manufacturing, partially offset by declines”
COLM COLUMBIA SPORTSWEAR CO

COLUMBIA SPORTSWEAR CO reported first quarter 2026 results: revenue $779.0 million, EPS $0.65.

“Columbia Sportswear Company Reports First Quarter 2026 Financial Results; Updates Full Year 2026 Financial Outlook First Quarter 2026 Highlights • Net sales were relatively flat (decrease of 3 percent on a constant-currency basis) at $779.0 million, compared to first quarter 2025. • Gross margin contracted 20 basis points to 50.7 percent of net sales from 50.9 percent of net sales in first quarter 2025. • Operating income decreased 10 percent to $42.0 million, or 5.4 percent of net sales, compared to first quarter 2025 operating income of $46.5 million, or 6.0 percent of net sales. • Diluted earnings per share of $0.65, compared to first quarter 2025 diluted earnings per share of $0.75.”
PWR QUANTA SERVICES, INC.

QUANTA SERVICES, INC. reported the fiscal quarter ended March 31, 2026 results: revenue $7.87 billion, net income $220.6 million, EPS $1.45 per diluted share.

“CFA, IRC - Investors FGS Global Quanta Services, Inc. (832) 640-7570 (713) 629-7600 QUANTA SERVICES REPORTS FIRST QUARTER 2026 RESULTS First Quarter Consolidated Revenues of $7.9 Billion* First Quarter GAAP Diluted EPS of $1.45* and Adjusted Diluted EPS of $2.68* Net Income Attributable to Common Stock of $220.6 Million* Adjusted EBITDA of $686.4 Million* Cash”
AXTI AXT INC

AXT INC reported first quarter ended March 31, 2026 results: revenue $26.9 million, net income $1.6 million net loss, EPS $0.03 per share loss.

“Revenue for the first quarter of 2026 was $26.9 million, compared with $23.0 million for the fourth quarter of 2025 and $19.4 million for the first quarter of 2025.”
FHI FEDERATED HERMES, INC.

FEDERATED HERMES, INC. reported first quarter 2026 results: net income $96.4 million, EPS $1.27.

“a global leader in active investing, today reported earnings per diluted share (EPS) of $1.27 for Q1 2026, compared to $1.25 for the same quarter last year, on net income of $96.4 million for Q1 2026, compared to $101.1 million for Q1 2025. Federated Hermes' Q1 2025 results included a $12.9 million decrease in other operating expense, or $0.15 per diluted share,”
PFIS PEOPLES FINANCIAL SERVICES CORP.

PEOPLES FINANCIAL SERVICES CORP. reported the three months ended March 31, 2026 results: net income $14.7 million, EPS $1.47 per diluted share.

“Peoples Security Bank and Trust Company (the “Bank”), today reported unaudited financial results at and for the three months ended March 31, 2026. Peoples reported net income of $14.7 million, or $1.47 per diluted share for the three months ended March 31, 2026, compared to net income of $15.0 million, or $1.49 per diluted share for the three months ended March 31,”
IDA IDACORP INC

IDACORP INC reported quarter ended March 31, 2026 results: net income $68.0 million, EPS $1.21 per diluted share. Guidance reaffirmed.

“IDACORP, Inc. (NYSE: IDA) reported first quarter 2026 net income attributable to IDACORP of $68.0 million, or $1.21 per diluted share”
WDC WESTERN DIGITAL CORP

WESTERN DIGITAL CORP reported fiscal fourth quarter of 2026 results: revenue revenues of $3.65 billion, EPS non-GAAP EPS of $3.25. Guidance initiated.

“For our fiscal fourth quarter of 2026, at the mid-point of the ranges provided in the table below, we expect revenues of $3.65 billion, non-GAAP gross margin of 51.5%, with non-GAAP EPS of $3.25.”
WDC WESTERN DIGITAL CORP

WESTERN DIGITAL CORP reported fiscal third quarter ended April 3, 2026 results: revenue Revenue $3,337, net income Diluted Net Income Attributable to Common Shareholders $3,172, EPS Diluted Net Income Per Common Share $8.20.

“GAAP Q3FY26 Q2FY26 Q3FY25 Q/Q Y/Y Revenue $3,337 $3,017 $2,294 +11% +45% Gross Margin 50.2% 45.7% 39.8% +450 bps +1040 bps Operating Income $1,190 $908 $760 +31% +57% Operating Margin 35.7% 30.1% 33.1% +560 bps +260 bps Diluted Net Income Attributable to Common Shareholders $3,172 $1,802 $755 +76% +320% Diluted Net Income Per Common Share $8.20 $4.73 $2.11 +73% +289%”
WY WEYERHAEUSER CO

WEYERHAEUSER CO reported first quarter 2026 results: revenue $1.7 billion, net income $156 million, EPS $0.22 per diluted share.

“Weyerhaeuser Company (NYSE: WY) today reported first quarter net earnings of $156 million, or 22 cents per diluted share, on net sales of $1.7 billion.”
LKQ LKQ CORP

LKQ CORP updated its full year 2026 guidance (reaffirmed).

“For 2026, management reaffirmed the outlook as set forth below”
LKQ LKQ CORP

LKQ CORP reported first quarter 2026 results: revenue $3,469 million, net income $77 million, EPS $0.30.

“Revenue for the first quarter of 2026 was $3,469 million”
CNX CNX Resources Corp

CNX Resources Corp reported financial results for first quarter 2026.

“CNX Resources Corporation (“CNX” or the “Company”) today released financial and operational results for the first quarter 2026 by posting those results on its website.”
RRBI RED RIVER BANCSHARES INC

RED RIVER BANCSHARES INC reported first quarter of 2026 results: net income $12.0 million, EPS $1.81 per diluted common share.

“Net income for the first quarter of 2026 was $12.0 million, or $1.81 per diluted common share (“EPS”), compared to $11.4 million, or $1.73 EPS, for the fourth quarter of 2025, and $10.4 million, or $1.52 EPS, for the first quarter of 2025.”
WRLD WORLD ACCEPTANCE CORP

WORLD ACCEPTANCE CORP reported fourth quarter of fiscal 2026 results: revenue Total revenues for the fourth quarter of fiscal 2026 increased to $177.6 million, net income The fourth quarter's $36.5 million net income was a $7.8 million decrease from net income of $44.3 million for the same, EPS Net income per diluted share was $7.70 in the fourth quarter of fiscal 2026.

“The fourth quarter's $36.5 million net income was a $7.8 million decrease from net income of $44.3 million for the same quarter of the prior year. Net income per diluted share was $7.70 in the fourth quarter of fiscal 2026, as compared to net income per diluted share of $8.13 for the same quarter of the prior year.”
XEROX CORP

XEROX CORP updated its first quarter 2026 guidance (reaffirmed).

“On April 30, 2026, Xerox Holdings Corporation and Xerox Corporation (together, the "Registrants") issued a press release announcing their combined first quarter 2026 earnings.”
CORT CORCEPT THERAPEUTICS INC

CORCEPT THERAPEUTICS INC reported the quarter ended March 31, 2026 results: revenue $164.9 million, net income Net loss of $31.8 million, EPS Net loss per common share (diluted) was $0.30. Guidance raised.

“• Revenue of $164.9 million, compared to $157.2 million in first quarter 2025 • Increase in 2026 revenue guidance to $950 – $1,050 million • Net loss of $31.8 million, compared to net income of $20.5 million in first quarter 2025 • Cash and investments of $515.4 million at March 31, 2026 • LifyorliTM (relacorilant) approved by FDA in March 2026 for the treatment of patients with platinum-resistant ovarian cancer REDWOOD CITY, Calif., (April 30, 2026) – Corcept Therapeutics Incorporated (NASDAQ: CORT), a commercial-stage company engaged in the discovery and development of medications to treat severe endocrinologic, oncologic, metabolic and neurologic disorders by modulating the effects of the hormone cortisol, today reported its results for the quarter ended March 31, 2026. Financial Results Corcept’s first quarter 2026 revenue was $164.9 million, compared to $157.2 million in the first quarter of 2025. First quarter 2026 operating expenses were $214.5 million, compared to $153.8 millio”
SPSC SPS COMMERCE INC

SPS COMMERCE INC reported first quarter ended March 31, 2026 results: revenue $192.1 million, net income $19.7 million or $0.53 per diluted share, EPS $0.53 per diluted share. Guidance initiated.

“supply chain network, today announced financial results for the first quarter ended March 31, 2026. Financial Highlights First Quarter 2026 Financial Highlights • Revenue was $192.1 million in the first quarter of 2026, compared to $181.5 million in the first quarter of 2025, reflecting 6% growth. • Recurring revenue grew 7% from the first quarter of 2025. • Net”
DXCM DEXCOM INC

DEXCOM INC reported fiscal year 2026 results: revenue $5.16 - $5.25 billion. Guidance raised.

“Dexcom is raising fiscal year 2026 guidance for Non-GAAP Operating Margin and Adjusted EBITDA Margin, and reiterating guidance for Revenue and Non-GAAP Gross Profit Margin at the following levels: • Revenue of $5.16 - $5.25 billion (approximately 11-13% growth) • Non-GAAP Gross Profit Margin of approximately 63-64% • Non-GAAP Operating Margin of approximately 23-23.5% • Adjusted EBITDA Margin of approximately 31-31.5%”
DXCM DEXCOM INC

DEXCOM INC reported quarter ended March 31, 2026 results: revenue $1.192 billion, net income $199.5 million, EPS $0.51.

“(Nasdaq: DXCM) today reported its financial results as of and for the quarter ended March 31, 2026. First Quarter 2026 Financial Highlights: • Revenue grew 15% year-over-year to $1.192 billion on a reported basis and 12% year-over-year on an organic 1 basis. • U.S. revenue grew 11% and international revenue grew 26% on a reported basis and 17% on an organic 1 basis,”
SAFE Safehold Inc.

Safehold Inc. reported first quarter 2026 results: revenue $110.9 million, net income $28.9 million, EPS $0.40.

“⎯ Q1‘26 revenue was $110.9 million ⎯ Q1‘26 net income attributable to common shareholders was $28.9 million ⎯ Q1‘26 earnings per share was $0. 40”
ENTG ENTEGRIS INC

ENTEGRIS INC reported second quarter ending June 27, 2026 results: revenue sales of $815 million to $845 million, net income GAAP net income to be between $82 million and $94 million, EPS diluted earnings per common share is expected to be between $0.53 and $0.61. Guidance initiated.

“For the Company’s guidance for the second quarter ending June 27, 2026, the Company expects sales of $815 million to $845 million. We expect GAAP net income to be between $82 million and $94 million and diluted earnings per common share is expected to be between $0.53 and $0.61.”
ENTG ENTEGRIS INC

ENTEGRIS INC reported first quarter ended March 28, 2026 results: revenue $811.9 million, net income $92.0 million, EPS $0.60.

“Jeffrey Schnell Vice President, Investor Relations T + 1 201 207 3029 jeffrey.schnell@entegris.com Exhibit 99.1 ENTEGRIS REPORTS RESULTS FOR FIRST QUARTER OF 2026 • Net sales of $812 million. • GAAP diluted EPS of $0.60. • Non-GAAP diluted EPS of $0.86. BILLERICA, Mass., April 30, 2026 - Entegris, Inc. (NASDAQ: ENTG), today reported its financial results for the”
ILMN ILLUMINA, INC.

ILLUMINA, INC. reported first quarter ended March 29, 2026 results: revenue $1.09 billion, EPS $0.87. Guidance raised.

“Inc. (Nasdaq: ILMN) (“Illumina” or the “company”) today announced its financial results for the first quarter of fiscal year 2026. First quarter 2026 results: • Revenue of $1.09 billion for Q1 2026 , up 4.8% from Q1 2025 (ROW 1 organic revenue growth of 3.5%) • GAAP operating margin of 19.2% and non-GAAP operating margin of 21.9% • GAAP diluted EPS of $0.87 and”
TROW PRICE T ROWE GROUP INC

PRICE T ROWE GROUP INC reported financial results for the three months ended March 31, 2026.

“On April 30, 2026 we issued an earnings release reporting our results of operations for the three months ended March 31, 2026.”
ITGR Integer Holdings Corp

Integer Holdings Corp reported fiscal year 2026 results: revenue $1,805 to $1,835, net income $105 to $125, EPS $3.07 to $3.64.

“2026 Outlook (a) (dollars in millions, except per share amounts) GAAP Non-GAAP (b) As Reported Change from Prior Year Adjusted Change from Prior Year Sales $1,805 to $1,835 (3)% to (1)% N/A N/A Operating income $165 to $185 (25)% to (16)% $285 to $305 (11)% to (5)% EBITDA N/A N/A $375 to $399 (7)% to (1)% Net income $105 to $125 2% to 21% $200 to $220 (11)% to (3)% Diluted earnings per share $3.07 to $3.64 6% to 26% $5.83 to $6.40 (9)% to 0%”
ITGR Integer Holdings Corp

Integer Holdings Corp reported the three months ended April 3, 2026 results: revenue $440 million, net income $17 million, EPS $0.48.

“Integer Holdings Corporation (NYSE:ITGR) today announced results for the three months ended April 3, 2026. First Quarter 2026 Highlights (compared to First Quarter 2025, except as noted) Sales increased 0.5% to $440 million, with organic growth of 1.3%. GAAP operating income from continuing operations decreased $18 million to $32 million, a decrease of 36%. Non-GAAP adjusted operating income decreased $10 million to $61 million, a decrease of 14%. GAAP income from continuing operations increased $39 million to $17 million, an increase of 173%. Non-GAAP adjusted net income decreased $5 million to $41 million, a decrease of 10%. GAAP diluted EPS income from continuing operations increased $1.14 to $0.48, an increase of 173%. Non-GAAP adjusted EPS decreased $0.11 to $1.20, a decrease of 8%.”
FNRN FIRST NORTHERN COMMUNITY BANCORP

FIRST NORTHERN COMMUNITY BANCORP reported the three months ended March 31, 2026 results: net income $5.9 million, EPS $0.36 per diluted share.

“First Northern Community Bancorp Reports First Quarter 2026 Net Income of $5.9 Million”
NORTHERN STATES POWER CO

NORTHERN STATES POWER CO reported 2026 results: EPS $4.04 to $4.16. Guidance reaffirmed.

“Xcel Energy reaffirms its 2026 ongoing earnings per share guidance of $4.04 to $4.16.”
NORTHERN STATES POWER CO

NORTHERN STATES POWER CO reported first quarter of 2026 results: net income $567 million, EPS $0.91 per share. Guidance reaffirmed.

“Xcel Energy Inc. (NASDAQ: XEL) today reported 2026 first quarter GAAP earnings of $556 million, or $0.89 per share, compared with $483 million, or $0.84 per share in the same period in 2025 and ongoing earnings of $567 million, or $0.91 per share compared with $483 million or $0.84 per share in the same period in 2025.”
ENSG ENSIGN GROUP, INC

ENSIGN GROUP, INC updated its the first quarter ended March 31, 2026 guidance (raised).

“On April 30, 2026 The Ensign Group, Inc. (the Company) issued a press release reporting the financial results of the Company for its first quarter ended March 31, 2026.”
WTW WILLIS TOWERS WATSON PLC

WILLIS TOWERS WATSON PLC reported first quarter ended March 31, 2026 results: revenue $2,412, net income $303 million, EPS $3.10.

“value, and we remain confident in delivering our full-year commitments.” Consolidated Results A s reported, USD millions, except % Key Metrics Q1-26 Q1-25 Y/Y Change Revenue 1 $2,412 $2,223 Reported 8% | CC 4% | Organic 3% Income from Operations $448 $432 4% Operating Margin % 18.6% 19.4% (80) bps Adjusted Operating Income $537 $480 12% Adjusted Operating”
MA Mastercard Inc

Mastercard Inc reported first quarter 2026 results: net income First quarter adjusted net income of $4.1 billion, EPS adjusted diluted EPS of $4.60.

“Reports First Quarter 2026 Financial Results • First qu arter net inc ome of $3.9 billion, and diluted earnings per share (EPS) of $4.35 • First quarter adjusted net income of $4.1 billion, and adjusted diluted EPS of $4.60 • First quarter net reven ue of $8.4 billion, an increase of 16%, or 12% on a currency-neutral basis • First quarter gross dollar volume up 7%”
COP CONOCOPHILLIPS

CONOCOPHILLIPS reported first-quarter 2026 results: net income 2.2 billion, EPS 1.78.

“ConocoPhillips (NYSE: COP) today reported first-quarter 2026 earnings of $2.2 billion, or $1.78 per share, compared with first-quarter 2025 earnings of $2.8 billion, or $2.23 per share.”
WHG WESTWOOD HOLDINGS GROUP INC

WESTWOOD HOLDINGS GROUP INC reported the quarter ended March 31, 2026 results: revenue $25.0 million, net income $0.8 million, EPS $0.09.

“Quarterly revenues totaled $25.0 million vs. $27.1 million in the fourth quarter and $23.3 million a year ago. Income of $0.8 million compared with $1.9 million in the fourth quarter and $0.5 million in 2025's first quarter.”
XPO XPO, Inc.

XPO, Inc. reported financial results for first quarter 2026.

“On April 30, 2026, XPO, Inc. (the “Company”) issued a press release announcing its results of operations for the fiscal quarter ended March 31, 2026.”
RIOT Riot Platforms, Inc.

Riot Platforms, Inc. reported three months ended March 31, 2026 results: revenue $167.2 million.

“specific reference in such a filing. ​ --- EX-99.1 (EX-99.1) --- Riot Platforms Reports First Quarter 2026 Financial Results and Strategic Highlights ● Quarterly revenue of $167.2 million, including $33.2 million in Data Center revenue ● Announces AMD exercise of option for an additional 25 MW, bringing total contracted capacity to 50 MW of critical IT capacity”
SAIA SAIA INC

SAIA INC reported first quarter 2026 results: revenue $806.2 million, EPS $1.86.

“Saia, Inc. (Nasdaq: SAIA) today reported first quarter 2026 financial results. For both the first quarter of 2026 and 2025 diluted earnings per share were $1.86. Highlights from the first quarter operating results were as follows: First Quarter 2026 Compared to First Quarter 2025 Results • Revenue was $806.2 million, a 2.4% increase • Operating income was $66.8 million, a 4.8% decrease”
ALNY ALNYLAM PHARMACEUTICALS, INC.

ALNYLAM PHARMACEUTICALS, INC. reported the first quarter ended March 31, 2026 results: revenue $1,036 Million. Guidance reaffirmed.

“Alnylam Pharmaceuticals Reports First Quarter 2026 Financial Results and Highlights Recent Period Progress − Achieved First Quarter 2026 Global Net Product Revenues of $1,036 Million”
PFS PROVIDENT FINANCIAL SERVICES INC

PROVIDENT FINANCIAL SERVICES INC reported the three months ended March 31, 2026 results: net income $79.4 million, or $0.61 per basic and diluted share.

“Provident Financial Services, Inc. (NYSE:PFS) (the “Company”) reported net income of $79.4 million, or $0.61 per basic and diluted share for the three months ended March 31, 2026”
BIO BIO-RAD LABORATORIES, INC.

BIO-RAD LABORATORIES, INC. reported first quarter ended March 31, 2026 results: revenue $592.1 million, net income $(527.1) million, EPS $(19.55) per diluted share.

“Financial Results Highlights GAAP Results Q1 2026 Q1 2025 Net sales (millions) $ 592.1 $ 585.4 Gross margin 52.3 % 52.3 % Income from operations (millions) $ 34.1 $ 23.7 Net income (loss) (millions) $ (527.1) $ 64.0 Income (loss) per diluted share $ (19.55) $ 2.29”
CNO CNO Financial Group, Inc.

CNO Financial Group, Inc. reported first quarter 2026 results: net income $38 million, or $0.39 per diluted share, EPS $0.39 per diluted share.

“first quarter 2026 financial results: • First quarter performance reflects disciplined execution and the strength of our diversified products and distribution. • Net income was $38 million, or $0.39 per diluted share, and net operating income (1) was $101 million, or $1.05 per diluted share. • Return on equity (ROE) of 9.5%; Operating ROE (5) of 12.2%, excluding”
CMPR CIMPRESS plc

CIMPRESS plc reported financial results for the fiscal quarter ended March 31, 2026.

“On April 29, 2026, Cimpress plc posted on its web site its Q3 Fiscal Year 2026 Quarterly Earnings Document announcing and discussing its financial results for the fiscal quarter ended March 31, 2026.”
FSLR FIRST SOLAR, INC.

FIRST SOLAR, INC. reported the first quarter ended March 31, 2026 results: revenue $1.04 billion, net income $347 million, EPS $3.22 per diluted share. Guidance reaffirmed.

“First Solar, Inc. (Nasdaq: FSLR) (the “Company”), America’s leading PV solar technology and manufacturing company, today announced financial results for the first quarter ended March 31, 2026 and reaffirmed its 2026 guidance. Net sales were $1.04 billion for the first quarter of 2026, a 24% increase compared to the first quarter of 2025, driven primarily by an increase in the volume of modules sold to third parties. The Company reported first quarter net income of $347 million, or $3.22 per diluted share, compared to $210 million, or $1.95 per diluted share, in the first quarter of 2025.”
BOTJ BANK OF THE JAMES FINANCIAL GROUP INC

BANK OF THE JAMES FINANCIAL GROUP INC reported the three-month period ended March 31, 2026 results: revenue $8.73 million, net income $2.77 million, EPS $0.61 per share.

“at December 31, 2025. " Total deposits were $956.55 million at March 31, 2026, compared with $937.13 million at December 31, 2025. " Net interest income increased 13.15% to $8.73 million in the first quarter of 2026 from $7.72 million in the first quarter of 2025. " Net interest margin for the three months ended March 31, 2026 was 3.57% compared with 3.25% for”
MPWR MONOLITHIC POWER SYSTEMS INC

MONOLITHIC POWER SYSTEMS INC reported the quarter ended March 31, 2026 results: revenue $804.2 million, net income $193.2 million, EPS $3.92.

“(11.2 %) 14.2 % 6.0 7.3 Total $804.2 $751.2 $637.6 7.1 % 26.1 % 100 % 100 % 2 Ongoing Business Conditions In the first quarter of 2026 , MPS achieved record quarterly revenue of $804.2 million, 7.1% higher than the fourth quarter of 2025 and 26.1% higher than revenue in the first quarter of 2025 . Our quarterly performance was the result of our continued innovation,”
MPT MEDICAL PROPERTIES TRUST INC

MEDICAL PROPERTIES TRUST INC reported first quarter ended March 31, 2026 results: net income Net income of $0.05.

“Net income of $0.05 and Normalized Funds from Operations (“NFFO”) of $0.14 for the 2026 first quarter, all on a per share basis;”
FIVN Five9, Inc.

Five9, Inc. reported the first quarter ended March 31, 2026 results: revenue $305.3 million, net income $18.4 million, EPS $0.21 per diluted share.

“Revenue for the first quarter of 2026 increased 9% to $305.3 million, compared to $279.7 million for the first quarter of 2025. • GAAP gross margin was 55.9% for the first quarter of 2026, compared to 55.0% for the first quarter of 2025. • Adjusted gross margin was 63.6% for the first quarter of 2026, compared to 62.4% for the first quarter of 2025. • GAAP net income for the first quarter of 2026 was $18.4 million, or $0.21 per diluted share, and 6.0% of revenue, compared to GAAP net income of $0.6 million, or $0.01 per diluted share, and 0.2% of revenue, for the first quarter of 2025.”

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.