Earnings Releases

ROYAL CARIBBEAN CRUISES LTD reported first quarter 2026 results: revenue $4.5 billion, net income $0.9 billion or $3.48 per share, EPS $3.48. Guidance reaffirmed.

“further step to deepen guest engagement and to position us to capture a greater share of the large and growing global vacation market.” First Quarter 2026: • Total revenue was $4.5 billion, an 11% increase year over year. Load factor in the first quarter was 109%. • Gross Margin Yields increased 6.9% as-reported. Net Yields increased 3.6% as-reported and 2.0% in”

MINERALS TECHNOLOGIES INC reported first quarter ended April 5, 2026 results: revenue $547 million, EPS $1.17.

“quickly to make the necessary adjustments to navigate higher global energy costs. ” First Quarter 2026 Consolidated Results In the first quarter, MTI’s worldwide net sales were $547 million, up 11 percent over the prior year, primarily driven by volume growth across both segments. Foreign exchange had a favorable impact on sales of $17 million. Reported operating”

Hyperscale Data, Inc. reported the first quarter ended March 31, 2026 results: revenue approximately $44.0 million.

“the Company currently expects to report first quarter 2026 revenue of approximately $44.0 million”

APTARGROUP, INC. reported the quarter ended March 31, 2026 results: revenue $982.9 million, net income $73 million, EPS $1.12. Guidance initiated.

“fragrance and beverage applications,” said Stephan B. Tanda, Aptar President and CEO. First Quarter Results For the quarter ended March 31, 2026, reported sales increased 11% to $982.9 million compared to $887.3 million in the prior year period. Core sales were flat compared to the prior year period. First Quarter Segment Sales Analysis (Change Over Prior Year) Pharma”

TANGER INC. reported the quarter ended March 31, 2026 results: net income $28.1 million, EPS $0.24 per share. Guidance raised.

“Net income available to common shareholders was $0.24 per share, or $28.1 million, compared to $0.17 per share, or $19.0 million, for the prior year period.”

TITAN INTERNATIONAL INC reported first quarter 2026 results: revenue $505 million.

“wheels, tires, assemblies, and undercarriage products, today reported financial results for the first quarter ended March 31, 2026. Q1 2026 Key Figures • Revenues grew 2.9% to $505 million • Gross margin improved to 14.1% • Adjusted EBITDA increased to $31 million Paul Reitz, President and Chief Executive Officer, commented, “Our Q1 2026 results were at the high”

CAMDEN PROPERTY TRUST reported the three months ended March 31, 2026 results: net income $0.40, EPS $0.40.

“of EPS to FFO, Core FFO, and Core AFFO is included in the financial tables accompanying this press release. Three Months Ended March 31, Per Diluted Share 2026 2025 EPS $0.40 $0.36 FFO $1.15 $1.70 Core FFO $1.70 $1.72 Core AFFO $1.55 $1.58 Three Months Ended 1Q26 Guidance 1Q26 Guidance Per Diluted Share March 31, 2026 Midpoint Variance EPS (1) $0.40”

SIRIUS XM HOLDINGS INC. reported first quarter 2026 results: revenue $2.09 billion, net income $245 million, EPS $0.72. Guidance reaffirmed.

“Sirius XM Holdings announced first quarter 2026 operating and financial results today, reporting revenue of $2.09 billion, up 1% compared to the first quarter of 2025. Net income rose 20% year-over-year to $245 million, while earnings per diluted common share increased 22% to $0.72, from $0.59 in the prior year period.”

CASELLA WASTE SYSTEMS INC reported first quarter ended March 31, 2026 results: revenue $457.3 million, net income $(5.5) million. Guidance raised.

“waste, recycling and resource management services company, today reported its financial results for the three month period ended March 31, 2026. Key Highlights: • Revenues were $457.3 million for the quarter, up $40.2 million, or up 9.6%, from the same period in 2025. • Solid waste pricing was up 5.1% from the same period in 2025, driven by 5.3% collection price”

SMITH A O CORP updated its full year 2026 guidance (lowered).

“the Company also lowered its full-year 2026 adjusted EPS outlook to be between $3.70 and $4.00, down from $3.85 to $4.15”

SMITH A O CORP reported the quarter ended March 31, 2026 results: revenue $945.6 million, net income $118.0 million, EPS $0.85.

“Reports First Quarter 2026 Results and Lowers Full Year 2026 Outlook First Quarter 2026 Highlights (Comparisons are year-over-year (“YoY”), unless otherwise noted) • Sales of $946 million; net earnings of $118 million and diluted earnings per share (EPS) of $0.85 • North America segment sales of $753.4 million increased 1% with the addition of Leonard Valve and”

LAUREATE EDUCATION, INC. reported first quarter of 2026 (three months ended March 31, 2026) results: revenue $272.6 million, net income Net loss of $(21.6) million, EPS Basic and diluted loss per share of $(0.15).

“First Quarter 2026 Highlights (compared to first quarter 2025): • New enrollments increased 9%. • Total enrollments increased 6%. • On a reported basis, revenue increased 15% to $272.6 million. On a constant currency basis 1 , revenue increased 1% and was unfavorably affected by approximately $9 million of intra-year academic calendar timing attributable to later”

BELDEN INC. reported first quarter 2026 results: revenue $696 million, net income $51 million, EPS $1.30.

“First Quarter 2026 Highlights • Revenues of $696 million, up 11% y/y and up 7% y/y organically • GAAP EPS of $1.30, up 2% y/y • Adjusted EPS of $1.77, up 11% y/y • Repurchased 0.3 million shares for $30 million during the quarter "Belden delivered a strong start to 2026, with revenues up 11% year over year and up 7% organically, reflecting continued momentum in our solutions strategy and solid execution across the business,” said Ashish Chand, President and CEO of Belden Inc.”

EASTMAN CHEMICAL CO reported first quarter 2026 results: revenue $2,177, EPS 0.93.

“earnings growth, our $125 million to $150 million of cost savings and our cash flow targets (In millions, except per share amounts; unaudited) 1Q2026 1Q2025 Sales revenue $2,177 $2,290 Earnings before interest and taxes ("EBIT") 188 302 Adjusted EBIT* 200 311 Earnings per diluted share 0.93 1.57 Adjusted earnings per diluted share* 1.09 1.91 Net cash used”

BEAZER HOMES USA INC reported three months ended March 31, 2026 results: revenue $397.7 million, net income -$0.9 million, EPS -$0.03.

“• Net loss was $0.9 million , or net loss of $0.03 per diluted share. During the fiscal second quarter 2025, net income was $12.8 million , or $0.42 per diluted share • Adjusted EBITDA was $2.6 million, compared to Adjusted EBITDA of $38.8 million a year ago • Homebuilding revenue was $397.7 million, down 28.5% on a 29.8% decrease in home closings to 757, partially offset by a 2.0% increase in average selling price (ASP) to $525.4 thousand”

MARTIN MARIETTA MATERIALS INC reported first quarter ended March 31, 2026 results: revenue $1,362, net income $79, EPS $1.31. Guidance reaffirmed.

“Highlights (Financial highlights are for continuing operations) Quarter Ended March 31, (In millions, except per share and per ton data) 2026 2025 % Change Revenues 2 $ 1,362 $ 1,162 17% Gross profit 3 $ 310 $ 315 (2)% Earnings from operations 4 $ 162 $ 179 (9)% Net earnings from continuing operations attributable to Martin Marietta 5 $ 79 $ 104 (24)%”

DARLING INGREDIENTS INC. reported First quarter 2026 results: revenue $1.6 billion, net income $134.3 million, EPS $0.83 per diluted share. Guidance initiated.

“Darling Ingredients Inc. (NYSE: DAR) today reported net income of $134.3 million or $0.83 per diluted share for the first quarter of 2026, compared to a net loss of $(26.2) million, or $(0.16) per diluted share, for the first quarter of 2025. The company also reported total net sales of $1.6 billion for the first quarter of 2026, compared with total net sales of $1.4 billion for the same period a year ago.”

LABCORP HOLDINGS INC. reported first quarter ended March 31, 2026 results: revenue $3.54 billion, net income Net Earnings Attributable to Labcorp Holdings Inc. $ 277.8 $ 212.8, EPS $3.35. Guidance raised.

“Labcorp Announces 2026 First Quarter Results; Raises Full Year 2026 Guidance • Results from Operations for first quarter 2026 versus first quarter 2025: ◦ Revenue: $3.54 billion vs. $3.35 billion, up 5.8% ◦ Diluted EPS: $3.35 vs. $2.52, up 32.8% ◦ Adjusted EPS: $4.25 vs. $3.84, up 10.6% • Raised Full-Year Enterprise Revenue and Adjusted EPS guidance: ◦ Revenue guidance of 5.0% to 6.1%; up 20 basis points at the midpoint ◦ Adjusted EPS range of $17.70 to $18.35; up 13 cents at the midpoint”

IMAX CORP updated its 2026 full-year guidance (reaffirmed).

“IMAX reaffirms 2026 full-year guidance, including $1.4 billion in global box office”

IMAX CORP reported financial results for first quarter 2026.

“IMAX Corporation (NYSE: IMAX) today reported financial results for the first quarter of 2026”

BALCHEM CORP reported first quarter ended March 31, 2026 results: revenue $270.7 million, net income $40.3 million, EPS $1.25 per diluted share.

“First Quarter 2026 Financial Highlights: • Net sales were $270.7 million, an increase of 8.1% compared to the prior year quarter. • GAAP net earnings were $40.3 million, an increase of 8.7% from the prior year quarter. • Adjusted EBITDA was $74.3 million, an increase of 12.1% from the prior year quarter. • GAAP earnings per share was $1.25 compared to $1.13 in the prior year quarter and adjusted earnings per share (a) was $1.33 compared to $1.22 in the prior year quarter.”

UPBOUND GROUP, INC. reported the quarter ended March 31, 2026 results: revenue $1,219.7 million, net income $35.8 million, EPS $0.61. Guidance reaffirmed.

“concluded Mr. Karam. Upbound Group, Inc. Earnings Release April 30, 2026 First Quarter 2026 Results & Key Metrics First Quarter Consolidated Results • Consolidated revenue of $1,219.7 million increased $43.4 million, or 3.7%, year-over-year. • GAAP operating profit of $77.4 million and non-GAAP operating profit1 of $115.9 million, compared to $62.6 million of GAAP”

STANDARD MOTOR PRODUCTS, INC. reported the three months ended March 31, 2026 results: revenue $451.2 million, net income $18.3 million or $0.81 per diluted share, EPS $0.81 per diluted share. Guidance reaffirmed.

“Standard Motor Products, Inc. (NYSE: SMP), a leading automotive parts manufacturer and distributor, reported today its consolidated financial results for the three months ended March 31, 2026. Net sales for the first quarter of 2026 were $451.2 million, compared to consolidated net sales of $413.4 million during the same quarter in 2025. Earnings from continuing operations for the first quarter of 2026 were $18.3 million or $0.81 per diluted share, compared to earnings of $13.7 million or $0.61 per diluted share in the first quarter of 2025.”

TRINET GROUP, INC. reported financial results for the first quarter ended March 31, 2026.

“On April 30, 2026, TriNet Group, Inc. (the “Company”) issued a press release announcing the Company’s financial and operating results for the quarter ended March 31, 2026.”

RESMED INC reported the quarter ended March 31, 2026 results: revenue $1,431.4, net income $398.7, EPS $2.74.

“Results and Operating Metrics Unaudited; $ in millions, except for per share amounts Three Months Ended March 31, 2026 March 31, 2025 % Change Constant Currency (A) Revenue $ 1,431.4 $ 1,291.7 11 % 8 % Gross margin 62.2 % 59.3 % 5 Non-GAAP gross margin (B) 62.8 % 59.9 % 5 Selling, general, and administrative expenses 285.7 245.3 16 11 Non-GAAP selling,”

BOSTON BEER CO INC reported first quarter ended March 28, 2026 results: revenue $433.9 million, EPS GAAP diluted loss per share of $13.88, which includes non-recurring litigation expenses of $15.52 per share.

“The Boston Beer Company, Inc. (NYSE: SAM), today reported financial results for the first quarter ended March 28, 2026. Key results were: First Quarter 2026 Summary: • Depletions decreased 4% and shipments decreased 6.9% • Net revenue of $433.9 million decreased 4.4% • Gross margin of 49.3% up 100 basis points year over year • GAAP diluted loss per share of $13.88, which includes non-recurring litigation expenses of $15.52 per share • Non-GAAP diluted earnings per share of $1.64”

TRINITY INDUSTRIES INC reported FY2026 results: EPS $2.20 to $2.40. Guidance raised.

“Raises full year EPS guidance to a range of $2.20 to $2.40, up 16% at the midpoint from previous range of $1.85 to $2.10”

MEDALLION FINANCIAL CORP reported quarter ended March 31, 2026 results: net income 5.0 million, EPS 0.20 per share.

“Total net income attributable to stockholders for the first quarter was $5.0 million, or $0.20 per share, compared to $12.0 million, or $0.50 per share, in the prior year quarter.”

NWPX Infrastructure, Inc. reported first quarter ended March 31, 2026 results: revenue $138.3 million, net income $10.5 million, EPS $1.08 per diluted share.

“EX-99.1 (EXHIBIT 99.1) --- EX-99.1 2 ex_935306.htm EXHIBIT 99.1 ex_935306.htm Exhibit 99.1 NWPX Infrastructure Announces First Quarter 2026 Financial Results • Net sales of $138.3 million, an increase of 19.1% year-over-year, and record first quarter gross profit of $26.7 million, an increase of 37.7% year-over-year • Record first quarter Water Transmission”

SOUTHERN COPPER CORP/ reported first quarter ended March 31, 2026 results: net income $1,576.9 million.

“was primarily fueled by an increase in sales volumes for silver (+11.6%) and zinc (+16.4%), and by an uptick in metal prices for all our products. ● 1Q26 Net income was $1,576.9 million, which represented a new Company record and an improvement of 66.7% compared to the $945.9 million registered in 1Q25. The net income margin in 1Q26 was 37.1%, versus 30.3% in”

PENSKE AUTOMOTIVE GROUP, INC. reported first quarter of 2026 results: revenue $7.9 billion, net income $234.5 million, EPS $3.56.

“For the quarter, revenue was $7.9 billion compared to $8.0 billion for the same period in 2025. Net income attributable to common stockholders was $234.5 million compared to $257.7 million for the same period in 2025, and related earnings per share was $3.56 compared to $3.86 for the same period in 2025.”

OGE ENERGY CORP. reported the quarter ended March 31, 2026 results: net income $50.2 million, EPS $0.24 per diluted share. Guidance reaffirmed.

“to a loss of $8.3 million, or $0.04 per diluted share, in the same period 2025. The decrease in net loss was primarily due to lower interest expense. OGE Energy's net income was $50.2 million or $0.24 per diluted share in the first quarter, compared to earnings of $62.7 million or $0.31 per diluted share, in the same period 2025. 2026 Outlook OGE Energy's 2026”

LITHIA MOTORS INC reported the first quarter of 2026 results: revenue $9.3 billion, net income $102.0 million, EPS $4.28.

“EX-99.1 (EX-99.1) --- Lithia & Driveway (LAD) Reports First Quarter Results ________________________________________________ Key Highlights • Record first quarter revenues of $9.3 billion • Used vehicle revenue increased 4.6% on a same store basis in the quarter • Used retail GPUs increased 9% , or $133 , sequentially • Aftersales revenue increased 3.8%, gross”

EURONET WORLDWIDE, INC. reported first quarter 2026 results: revenue $1,011.8 million, net income $37.5 million, EPS $0.83 diluted earnings per share.

“today first quarter 2026 financial results. Euronet reports the following consolidated results for the first quarter 2026 compared with the same period of 2025 : • Revenues of $ 1,011.8 million, an 11 % increase from $ 915.5 million ( 4 % increase on a constant currency 1 basis). • Operating income of $72.0 million, a 4% decrease from $ 75.2 million ( 10 % decrease on a”

SBA COMMUNICATIONS CORP reported the first quarter ended March 31, 2026 results: revenue $656.1 million, net income $184.9 million, EPS $1.74. Guidance raised.

“SBA Communications Corporation issued a press release announcing its financial and operational results for the first quarter ended March 31, 2026”

FORMFACTOR INC reported the first quarter of fiscal 2026 ended March 28, 2026 results: revenue $226.1 million, net income $20.4 million, EPS $0.26 per fully-diluted share. Guidance raised.

“Quarterly revenues were $226.1 million, an increase of 5.1% compared to $215.2 million in the fourth quarter of fiscal 2025, and an increase of 32.0% from $171.4 million in the first quarter of fiscal 2025.”

YUM BRANDS INC reported first quarter ended March 31, 2026 results: EPS GAAP EPS was $1.55.

“Yum! Brands, Inc. (NYSE: YUM) today reported results for the first quarter ended March 31, 2026. First-quarter GAAP EPS was $1.55 and first-quarter EPS excluding Special Items was $1.50, a 15% increase year-over-year.”

C. H. ROBINSON WORLDWIDE, INC. reported quarter ended March 31, 2026 results: EPS $1.22.

“C.H. Robinson Reports 2026 First Quarter Results”

PC CONNECTION INC reported first quarter ended March 31, 2026 results: revenue $721.9 million, net income $17.2 million, EPS $0.68 per diluted share.

“Senior Vice President, CFO, and Treasurer tom@connection.com ​ ​ ​ CONNECTION (CNXN) REPORTS FIRST QUARTER 2026 RESULTS ​ ​ FIRST QUARTER SUMMARY : ​ ​ ​ ● Net sales : $721.9 million, up 3.0% y/y ● Gross billings: $1.0 billion, up 4.3% 1 ● Gross profit: $132.7 million, up 4.3% y/y ● Gross margin: 18.4%, up 20 basis points y/y ● Net income: $17.2 million, up”

EMCOR Group, Inc. reported first quarter ended March 31, 2026 results: revenue $4.63 billion, net income $305.5 million, EPS $6.84 per diluted share. Guidance raised.

“Planning & Analysis (203) 849-7938 FTI Consulting, Inc. Investors: Blake Mueller (718) 578-3706 EMCOR GROUP, INC. REPORTS FIRST QUARTER 2026 RESULTS Record Quarterly Revenues of $4.63 billion, 19.7% Increase Year-over-Year First Quarter Diluted EPS of $6.84, 30.0% Increase Year-over-Year Record Remaining Performance Obligations of $15.62 billion, 32.9% Increase”

CHIPOTLE MEXICAN GRILL INC reported first quarter ended March 31, 2026 results: revenue $3.1 billion, EPS $0.23.

“Cindy.Olsen@chipotle.com CHIPOTLE ANNOUNCES FIRST QUARTER 2026 RESULTS RETURN TO POSITIVE TRANSACTIONS DRIVES 0.5% COMPARABLE RESTAURANT SALES GROWTH; REVENUE INCREASES 7.4% TO $3.1 BILLION NEWPORT BEACH, Calif. – April 29, 2026 – Chipotle Mexican Grill, Inc. (NYSE: CMG) today reported financial results for its first quarter ended March 31, 2026. First quarter”

COGNIZANT TECHNOLOGY SOLUTIONS CORP reported the quarter ended March 31, 2026 results: revenue $5.4 billion, EPS $1.39. Guidance raised.

“Revenue of $5.4 billion increased 5.8% year-over-year”

CUMULUS MEDIA INC reported the three months ended March 31, 2026 results: revenue $164.4 million, net income net loss of $16.9 million, EPS Diluted loss per share $ (0.96).

“value creation." Operating Summary (dollars in thousands, except percentages and per share data): For the three months ended March 31, 2026, the Company reported net revenue of $164.4 million, a decrease of 12.2% from the three months ended March 31, 2025, net loss of $16.9 million and Adjusted EBITDA of $2.7 million. As Reported Three Months Ended March 31, 2026”

BLACKSTONE MORTGAGE TRUST, INC. reported the first quarter ended March 31, 2026 results: net income The net loss attributable to Blackstone Mortgage Trust for the quarter was $6.3 million., EPS $(0.04).

“Blackstone Mortgage Trust, Inc. (NYSE: BXMT) today reported its first-quarter 2026 results. The net loss attributable to Blackstone Mortgage Trust for the quarter was $6.3 million. First-quarter EPS, Distributable EPS, Distributable EPS prior to realized gains and losses, and dividends paid per basic share were $(0.04), $0.21, $0.49, and $0.47 respectively.”

EBAY INC reported quarter ended March 31, 2026 results: revenue $3.1 billion, net income $512 million, or $1.12 per diluted share, EPS $1.12 per diluted share.

“eBay Inc. Reports First Quarter 2026 Results • Revenue of $3.1 billion, up 19% on an as-reported basis and up 17% on an FX-Neutral basis • Gross Merchandise Volume ("GMV") of $22.2 billion, up 18% on an as-reported basis and up 14% on an FX-Neutral basis • GAAP and Non-GAAP earnings per diluted share of $1.12 and $1.66, respectively, on a continuing operations basis”

REGENCY CENTERS LP reported the three months ended March 31, 2026 results: net income $0.68 per diluted share, EPS $0.68 per diluted share. Guidance reaffirmed.

“For the three months ended March 31, 2026 and 2025, Net Income Attributable to Common Shareholders was $0.68 and $0.58, respectively, per diluted share.”

PROSPERITY BANCSHARES INC reported financial results for first quarter ended March 31, 2026.

“On April 29, 2026, Prosperity Bancshares, Inc. publicly disseminated a press release announcing its financial results for the first quarter ended March 31, 2026.”

LENNOX INTERNATIONAL INC reported first quarter of 2026 results: revenue $1.1 billion, net income $117 million, or $3.35 per share, EPS $3.35. Guidance reaffirmed.

“Quarter Results ____________________________________________________________________________ Highlights (All comparisons are year-over-year, unless otherwise noted) • Revenue $1.1 billion, up 6% • GAAP Operating Income $164 million, down 3% • GAAP diluted EPS $3.35, down 8% • Maintaining full year EPS guidance range of $23.50 - $25.00”

EXTREME NETWORKS INC reported third quarter of fiscal 2026 ended March 31, 2026 results: revenue $316.9 million.

“through an accelerated share repurchase, underscoring our confidence in the durability of our operating model and cash flow generation.” Fiscal Third Quarter Results: • Revenue $316.9 million, up 11% year-over-year and relatively flat quarter-over-quarter • SaaS ARR $236.4 million, up 28.6% year-over-year and 4.2% quarter-over-quarter • GAAP diluted EPS $0.08,”

Woodward, Inc. reported Fiscal Year 2026 results: EPS $9.15 - $9.45. Guidance raised.

“Fiscal Year 2026 Guidance Based on strong second quarter performance and improved confidence in the second half outlook, Woodward is raising its 2026 sales and earnings guidance. Prior FY26 Guidance Revised FY26 Guidance Issued on February 2, 2026 Issued on April 29, 2026 Total Company Sales growth up 14% to 18% up 20% to 23% Adjusted EPS 3 $8.20 - $8.60 $9.15 - $9.45”