secwatch / observer

Earnings Releases

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

8-K items 2.02 JSON
RBRK Rubrik, Inc.

Rubrik, Inc. reported the first quarter of fiscal year 2027, ended April 30, 2026 results: revenue $387.1 million. Guidance raised.

“• Raising all guided metrics for fiscal year 2027 • First quarter subscription ARR grew 32% year-over-year to $1.57 billion • First quarter revenue grew 39% year-over-year to $387.1 million • Operating cash flow margin of 21%; free cash flow margin of 19% Palo Alto, California, June 4, 2026 – Rubrik, Inc. (NYSE: RBRK) , the Security and AI Operations company, today”
DOCU DOCUSIGN, INC.

DOCUSIGN, INC. reported three months ended April 30, 2026 results: revenue $830.2 million, EPS $0.40 per diluted share. Guidance initiated.

“Revenue was $830.2 million, a 9% year-over-year increase including approximately 1.6% positive impact from foreign exchange rates.”
GWRE Guidewire Software, Inc.

Guidewire Software, Inc. reported fiscal year 2026 results: revenue $1,460 million and $1,470 million. Guidance raised.

“Guidewire is issuing the following updated outlook for fiscal year 2026 based on current expectations: • Ending ARR between $1,229 million and $1,237 million • Subscription and support revenue between $963 million and $969 million • Total revenue between $1,460 million and $1,470 million • GAAP operating income between $124 million and $134 million • Non-GAAP operating income between $314 million and $324 million • Operating cash flow between $365 million and $380 million”
GWRE Guidewire Software, Inc.

Guidewire Software, Inc. reported fourth quarter of fiscal year 2026 results: revenue $396 million and $406 million. Guidance raised.

“Guidewire is issuing the following outlook for the fourth quarter of fiscal year 2026 based on current expectations: • Ending ARR between $1,229 million and $1,237 million • Subscription and support revenue between $259 million and $265 million • Total revenue between $396 million and $406 million • GAAP operating income between $36 million and $46 million • Non-GAAP operating income between $86 million and $96 million”
GWRE Guidewire Software, Inc.

Guidewire Software, Inc. reported third quarter of fiscal year 2026 results: revenue $372.5 million, net income $16.5 million. Guidance raised.

“Total revenue for the third quarter of fiscal year 2026 was $372.5 million, an increase of 27% from the same quarter in fiscal year 2025. Subscription and support revenue was $244.7 million, an increase of 35%; license revenue was $56.0 million, a decrease of 2%; and services revenue was $71.8 million, an increase of 32%, each compared to the same quarter in fiscal year 2025.”
CAL CALERES INC

CALERES INC reported first quarter 2026 (13 weeks ended May 2, 2026) results: revenue $666.6 million, net income $14.3 million, EPS $0.42 per diluted share. Guidance raised.

“4, 2026 ​ Caleres Reports First Quarter 2026 Results First quarter adjusted EPS exceeds guidance. ​ Sam Edelman Peyton Kitten Heel Sandal ​ ● Reported first quarter net sales of $667 million, up 8.5%. o Brand Portfolio sales increased 20.6%, with organic sales up 5.8%. o Broad-based growth across Brand Portfolio channels, both domestically and internationally. o Lead”
TTC TORO CO

TORO CO reported financial results for three and six month periods ended May 1, 2026.

“On June 4, 2026, The Toro Company announced its financial results for the three and six month periods ended May 1, 2026.”
BF-A BROWN FORMAN CORP

BROWN FORMAN CORP reported financial results for fourth quarter and fiscal year ended April 30, 2026.

“On June 4, 2026, Brown-Forman Corporation issued a press release reporting its operating results for the forth fiscal quarter and twelve month period ended April 30, 2026.”
CIEN CIENA CORP

CIENA CORP reported fiscal second quarter ended May 2, 2026 results: revenue $1.57 billion, net income $1.49 GAAP and $1.64 adjusted (non-GAAP) for the fiscal second quarter 2026, EPS $1.64 adjusted (non-GAAP).

“on that site. --- EX-99.1 (EX-99.1) --- FOR IMMEDIATE RELEASE Ciena Reports Fiscal Second Quarter 2026 Financial Results Summary • Fiscal second quarter 2026 revenue was $1.57 billion, up 40% year-over-year • Fiscal second quarter 2026 adjusted Earnings Per Share (EPS) was $1.64, an increase of 290% compared to fiscal second quarter 2025 • Providing revenue”
PYYX PYXUS INTERNATIONAL, INC.

PYXUS INTERNATIONAL, INC. reported the quarter and fiscal year ended March 31, 2026 results: revenue $678.2 million.

“our stakeholders this year and well into the future." Fourth Quarter and Full-Year Fiscal 2026 Results Sales and other operating revenues increased $176.5 million, or 35.2%, to $678.2 million for the three months ended March 31, 2026 from $501.7 million for the three months ended March 31, 2025. This increase was a result of higher leaf sales volumes from Africa and”
OESX ORION ENERGY SYSTEMS, INC.

ORION ENERGY SYSTEMS, INC. reported the fiscal year ended March 31, 2026 results: revenue $86.3M, net income $(3.2M), EPS $(0.89). Guidance reaffirmed.

“31, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. . --- EX-99.1 (EX-99.1) --- EX-99.1 Orion Reports FY 2026 Revenue of $86M and Adjusted EBITDA of $2.2M After Continued Growth in Q4; Reiterates FY 2027 Expectation of $95M-$97M in Revenue and Positive Adjusted EBITDA Manitowoc, WI – June 4, 2026 –”
CMCO COLUMBUS MCKINNON CORP

COLUMBUS MCKINNON CORP reported full year fiscal 2026 financial results, which ended March 31, 2026 results: revenue $1.2 billion, EPS GAAP Loss Per Common Share of $7.40. Guidance initiated.

“of Adjusted EPS and incremental interest expense related to the Kito Crosby Acquisition 1 Fiscal Year 2026 Highlights (compared with prior year period) • Record orders of $1.2 billion increased 20% primarily due to the Kito Crosby Acquisition 1 • Net sales of $1.2 billion increased 24% primarily due to the Kito Crosby Acquisition 1 with a 7% increase in Legacy”
CMCO COLUMBUS MCKINNON CORP

COLUMBUS MCKINNON CORP reported the fourth quarter, which ended March 31, 2026 results: revenue $437.8 million, EPS GAAP Loss Per Common Share of $5.78.

“the impact of the Kito Crosby Acquisition 1 ; Backlog of $519.6 million with Legacy CMCO 3 backlog of $319.7 million and including $199.9 million from Kito Crosby • Net sales of $437.8 million increased 77% primarily due to the impact of the Kito Crosby Acquisition 1 with a 7% increase in Legacy CMCO Net Sales 4 • Net loss attributable to the Company of $238 million”
XE X-Energy, Inc.

X-Energy, Inc. reported the three months ended March 31, 2026 results: revenue $43 million.

“Revenues and grant income of $43 million, compared to revenues and grant income of $21 million in 1Q 2025”
IDT IDT CORP

IDT CORP reported the third quarter of its fiscal year 2026, the three months ended April 30, 2026 results: revenue $315.7, EPS $0.87. Guidance raised.

“year 2026 (3Q26) are compared to the third quarter of fiscal year 2025 (3Q25). ($ in millions except for per share figures) Revenue .......................... +5% to $315.7 from $302.0 Gross Profit...................... +9% to $122.5 from $112.0 Gross Profit Margin............ +170 bps to 38.8% from 37.1% Income from Operations.......”
FIVE FIVE BELOW, INC

FIVE BELOW, INC reported first quarter ended May 2, 2026 results: revenue $1,285.6 million, net income $123.1 million, EPS $2.21. Guidance raised.

“Below, Inc. (NASDAQ: FIVE) today announced financial results for the first quarter ended May 2, 2026. For the first quarter ended May 2, 2026: • Net sales increased by 32.5% to $1,285.6 million from $970.5 million in the first quarter of fiscal 2025; comparable sales increased by 22.7%. • The Company opened 49 net new stores and ended the quarter with 1,970 stores in 46”
AVGO Broadcom Inc.

Broadcom Inc. reported second quarter ended May 3, 2026 results: revenue $22,187 million, net income GAAP net income of $9,310 million, EPS GAAP diluted EPS of $1.91. Guidance initiated.

“Exchange Act of 1934, as amended. --- EX-99.1 (EX-99.1) --- Broadcom Inc. Announces Second Quarter Fiscal Year 2026 Financial Results and Quarterly Dividend • Revenue of $22,187 million for the second quarter, up 48 percent from the prior year period • GAAP net income of $9,310 million for the second quarter; Non-GAAP net income of $12,074 million for the second”
PVH PVH CORP. /DE/

PVH CORP. /DE/ reported first quarter 2026 results: revenue $2.025 billion, EPS $2.01. Guidance reaffirmed.

“high-value brand-accretive investments to support the long-term growth of Calvin Klein and TOMMY HILFIGER .” 1 Key Highlights • First quarter: ◦ Revenue: Increased 2% to $2.025 billion compared to the prior year period and exceeded guidance of a slight increase. Decreased 2% on a constant currency basis, in line with guidance of a low single-digit decrease. ◦”
WOOF Petco Health & Wellness Company, Inc.

Petco Health & Wellness Company, Inc. updated its fiscal year 2026 guidance (reaffirmed).

“The company reaffirmed its full year 2026 net sales and EBITDA outlook and provided its outlook for the second quarter of 2026.”
WOOF Petco Health & Wellness Company, Inc.

Petco Health & Wellness Company, Inc. reported the quarter ended May 2, 2026 results: revenue $1.5 billion, net income Net loss of $15.1 million.

“Net sales of $1.5 billion increased 0.2%; comparable sales increased 0.7%.”
NTSK Netskope Inc

Netskope Inc reported the second quarter and full year fiscal 2027 results: revenue $213 million to $215 million, EPS $(0.06) to $(0.07). Guidance initiated.

“Netskope is providing the following guidance for the second quarter and full year fiscal 2027: For the second quarter of fiscal 2027, we expect: • Revenue of $213 million to $215 million, representing approximately 25% to 26% growth year-over-year • Non-GAAP operating margin of approximately (14)% to (15)% • Non-GAAP net loss per share of $(0.06) to $(0.07), using approximately 410 million weighted average co”
NTSK Netskope Inc

Netskope Inc reported the first quarter of fiscal year 2027 ended April 30, 2026 results: revenue $201.6 million, EPS $(0.29). Guidance raised.

“Announces Strong Fiscal First Quarter 2027 Financial Results • Annual Recurring Revenue increased 29% year-over-year to $845 million • Q1 revenue increased 28% year-over-year to $202 million SANTA CLARA, Calif. – June 3, 2026 – Netskope, Inc. (NASDAQ: NTSK) a leader in modern security and networking for the cloud and AI era, today announced financial results for the”
AI C3.ai, Inc.

C3.ai, Inc. reported the full fiscal year ended April 30, 2026 results: revenue $250.3 million, EPS $(3.35).

“Non-GAAP net loss per share was $(0.33). • Cash, cash equivalents, and marketable securities was $575.4 million. Full Fiscal Year 2026 Financial Highlights: • Total Revenue was $250.3 million. • Subscription Revenue was $227.1 million. Subscription revenue constituted 91% of total revenue. • Subscription and Prioritized Engineering Services Revenue Combined was $245.1”
AI C3.ai, Inc.

C3.ai, Inc. reported the fiscal fourth quarter ended April 30, 2026 results: revenue $51.6 million, EPS $(0.79).

“and non-GAAP profitability. Game on,” said Thomas M. Siebel, Chairman and Chief Executive Officer, C3 AI. Fiscal Fourth Quarter 2026 Financial Highlights: • Total Revenue was $51.6 million. • Subscription Revenue was $48.4 million. Subscription revenue constituted 94% of total revenue. • Subscription and Prioritized Engineering Services Revenue Combined was $50.5”
CHPT ChargePoint Holdings, Inc.

ChargePoint Holdings, Inc. reported first quarter of fiscal year 2027, which ended April 30, 2026 results: revenue $101.8 million, net income $43.2 million.

“First quarter revenue was $101.8 million, up 4% from $97.6 million in the prior year’s same quarter. Networked charging systems revenue for the first quarter was $53.3 million, up 2% from $52.1 million in the prior year’s same quarter.”
TLYS TILLY'S, INC.

TILLY'S, INC. reported first quarter of fiscal 2026 ended May 2, 2026 results: revenue $124.7 million, net income $8.0 million, EPS $(0.26) per share. Guidance initiated.

“• Total net sales were $124.7 million, an increase of 15.9%. Total comparable net sales, including both physical stores and e-commerce ("e-com"), increased by 22.9%.”
CRWD CrowdStrike Holdings, Inc.

CrowdStrike Holdings, Inc. updated its Full fiscal year 2027 guidance (raised).

“We are raising our full-year net new ARR growth expectations to 27.7%, at the midpoint, now an acceleration over the prior fiscal year.”
CRWD CrowdStrike Holdings, Inc.

CrowdStrike Holdings, Inc. reported First quarter fiscal 2027 results: EPS GAAP net income per share attributable to CrowdStrike, diluted, was $0.11.

“Total revenue was $1.39 billion, a 26% increase, compared to $1.10 billion in the first quarter of fiscal 2026.”
CRWD CrowdStrike Holdings, Inc.

CrowdStrike Holdings, Inc. reported First quarter fiscal year 2027 ended April 30, 2026 results: revenue Total revenue was $1.39 billion, net income GAAP net income attributable to CrowdStrike was $27.8 million, EPS GAAP net income per share attributable to CrowdStrike, diluted, was $0.11.

“held on the record date, and trading is expected to begin on a split-adjusted basis on July 2, 2026. First Quarter Fiscal 2027 Financial Highlights • Revenue: Total revenue was $1.39 billion, a 26% increase, compared to $1.10 billion in the first quarter of fiscal 2026. Subscription revenue was $1.32 billion, a 26% increase, compared to $1.05 billion in the first”
VEEV VEEVA SYSTEMS INC

VEEVA SYSTEMS INC reported first quarter ended April 30, 2026 results: revenue $882.9 million, net income $260.9 million, EPS $1.57. Guidance raised.

“industry that will help our customers bring the right medicines to patients faster." Fiscal 2027 First Quarter Results: • Revenues : Total revenues for the first quarter were $882.9 million, up from $759.0 million one year ago, an increase of 16% year over year. Subscription revenues for the first quarter were $730.2 million, up from $634.8 million one year ago, an”
RENT Rent the Runway, Inc.

Rent the Runway, Inc. reported the fiscal quarter ended April 30, 2026 results: revenue $89.9 million, net income $(18.9) million. Guidance reaffirmed.

“today reported financial results for the fiscal quarter ended April 30, 2026. First quarter results demonstrate continued momentum across the business, with total revenue of $89.9 million exceeding guidance and up 29.2% YoY. EBITDA margin also surpassed expectations. We also continued to see significant growth in our add-on business, with add-on revenue increasing”
DXLG DESTINATION XL GROUP, INC.

DESTINATION XL GROUP, INC. reported first quarter of fiscal 2026 results: revenue $103.3 million, net income $(5.9) million, EPS $(0.11) per diluted share.

“Sales of $103.3 million, Net Loss of $(0.11) per diluted share, Adjusted Net Loss of $(0.06) per diluted share”
AVLN Avalyn Pharma Inc.

Avalyn Pharma Inc. reported the first quarter ended March 31, 2026 results: net income Net loss was $26.9 million.

“Avalyn Pharma Inc. (the “Company”) announced its financial results for the quarter ended March 31, 2026.”
CXM Sprinklr, Inc.

Sprinklr, Inc. reported first quarter ended April 30, 2026 results: revenue $219.5 million, net income $0.02, EPS $0.02.

“Sprinklr Announces First Quarter Fiscal 2027 Results • Q1 Total Revenue of $219.5 million, up 7% year-over-year”
OLLI Ollie's Bargain Outlet Holdings, Inc.

Ollie's Bargain Outlet Holdings, Inc. reported first quarter ended May 2, 2026 results: revenue $658,928, net income $56,400, EPS $0.92 per diluted share. Guidance raised.

“to the year, we are raising our earnings per share outlook for fiscal 2026.” Thirteen weeks ended Dollars in thousands, except per share data May 2, 2026 May 3, 2025 Net sales $ 658,928 $ 576,767 Yr/yr change 14.2 % 13.4 % Comparable store sales change (1) 1.7 % 2.6 % Net income $ 56,400 $ 47,560 Net income per diluted share $ 0.92 $ 0.77 Adjusted net income per”
M Macy's, Inc.

Macy's, Inc. reported for the 13 weeks ended May 2, 2026 results: revenue $4.7 billion, net income $63 million, EPS $0.23. Guidance raised.

“Macy’s, Inc. net sales, inclusive of store closures, increased 1.8% 3 to $4.7 billion”
MMED MiniMed Group, Inc.

MiniMed Group, Inc. reported financial results for fourth quarter and full fiscal year ended April 24, 2026.

“On June 3, 2026, MiniMed Group, Inc., a Delaware corporation (the "Company"), issued a press release announcing its financial results and related information for its fourth quarter and full fiscal year 2026.”
MDT Medtronic plc

Medtronic plc reported financial results for fourth quarter (Q4) and fiscal year 2026 (FY26), which ended April 24, 2026.

“On June 03, 2026, Medtronic plc, a public limited company organized under the laws of Ireland, issued a press release announcing its full year and fourth quarter and fiscal year 2026 financial results.”
THO THOR INDUSTRIES INC

THOR INDUSTRIES INC reported Fiscal 2026 full year results: EPS $3.30 to $3.80. Guidance lowered.

“Full-year fiscal 2026 diluted EPS guidance has been revised in light of prolonged macroeconomic headwinds ◦ Consolidated net sales in the range of $9.0 billion to $9.5 billion (no revision) ◦ Diluted earnings per share in the range of $3.30 to $3.80 (previously $3.75 to $4.25)”
GME GameStop Corp.

GameStop Corp. reported first quarter ended May 2, 2026 results: revenue $835.3 million, net income $389.6 million.

“Net sales were $835.3 million for the first quarter”
GTLB Gitlab Inc.

Gitlab Inc. reported fiscal quarter ended April 30, 2026 results: revenue $264.2 million, net income $(5.0), EPS $(0.03).

“in such filing. --- EX-99.1 (EX-99.1) --- GitLab Reports First Quarter Fiscal Year 2027 Financial Results First Quarter Fiscal Year 2027 Highlights: • Total revenue of $264.2 million, up 23% year-over-year • GAAP operating margin of (6)%; non-GAAP operating margin of 14% • Operating cash flow of $149.2 million and non-GAAP adjusted free cash flow of $146.7”
PETS PETMED EXPRESS INC

PETMED EXPRESS INC reported fiscal year ended March 31, 2026 results: revenue $179.0 million, net income Net loss of $57.3 million, EPS $(2.74) per diluted share.

“Net sales of $179.0 million compared to $227.0 million in the prior year, a decrease of 21.1%, primarily driven by a decline in prescription medication sales. • Net loss of $57.3 million, or $(2.74) per diluted share, compared to a net loss of $6.3 million, or $(0.30) per diluted share in the prior year.”
PETS PETMED EXPRESS INC

PETMED EXPRESS INC reported fourth quarter ended March 31, 2026 results: revenue $42.8 million, net income Net loss of $4.1 million, EPS $(0.19) per diluted share.

“Net sales of $42.8 million compared to $50.8 million in the prior year period, a decrease of 15.6%, primarily driven by a decline in prescription medication sales. • Net loss of $4.1 million, or $(0.19) per diluted share, compared to a net loss of $11.6 million, or $(0.56) per diluted share, for the prior year period.”
SPWH SPORTSMAN'S WAREHOUSE HOLDINGS, INC.

SPORTSMAN'S WAREHOUSE HOLDINGS, INC. reported the thirteen weeks ended May 2, 2026 results: revenue $256.1 million, net income $(21.8) million, EPS $(0.56). Guidance reaffirmed.

“and generating positive free cash flow to further strengthen our balance sheet through debt reduction.” For the thirteen weeks ended May 2, 2026: • Net sales increased 2.8% to $256.1 million, compared to $249.1 million in the first quarter of fiscal year 2025. Performance was driven primarily by a 7.4% gain in Hunting and Shooting Sports, led by firearms, ammunition,”
PANW Palo Alto Networks Inc

Palo Alto Networks Inc reported fiscal third quarter 2026 results: revenue $3.0 billion, net income $177 million, EPS ($0.22) per diluted share. Guidance initiated.

“chief financial officer of Palo Alto Networks. Third Quarter Fiscal 2026 Financial Highlights • Total revenue for the fiscal third quarter 2026 grew 31% year over year to $3.0 billion. This includes $388 million from CyberArk and Chronosphere. • Next-Generation Security ARR for the fiscal third quarter 2026 grew 60% year over year to $8.1 billion. This”
ULTA Ulta Beauty, Inc.

Ulta Beauty, Inc. reported the thirteen-week period ended May 2, 2026 results: revenue $ 3,163.9, EPS $ 7.74. Guidance raised.

“compared to the same period ended May 3, 2025 : ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 13 Weeks Ended ​ ​ May 2, ​ May 3, (Dollars in millions, except per share data) ​ 2026 ​ 2025 Net sales ​ $ 3,163.9 ​ $ 2,848.4 Comparable sales ​ ​ 5.3% ​ ​ 2.9% Gross profit (as a percentage of net sales) ​ ​ 40.1% ​ ​ 39.1% Selling, general and administrative expenses ​ $ 814.7 ​ $ 710.6”
YEXT Yext, Inc.

Yext, Inc. reported the first quarter of fiscal year 2027 results: revenue $107.9 million, net income $2.6 million and $0.02, EPS $0.02.

“Exchange Act, except as expressly set forth by specific reference in such a filing. --- EX-99.1 (EX-99.1) --- Yext Announces First Quarter Fiscal 2027 Results – Revenue of $107.9 million – Net Income Per Share, basic, of $0.02 or non-GAAP Net Income Per Share of $0.15 – Adjusted EBITDA of $26.9 million, resulting in an Adjusted EBITDA margin of 25% – ARR of”
IVF INVO Fertility, Inc.

INVO Fertility, Inc. reported fiscal year 2025 results: revenue $6,841,250, net income $(5.3) million.

“and technologies, today announced fiscal year 2025 financial results. FY2025 Financial Highlights (all metrics compared to FY2024 unless otherwise noted) ● Revenue was $6,841,250, an increase of 5% compared to $6,532,000. ● Consolidated clinic revenue increased 4% to $6,721,057, compared to $6,450,431. ● Revenue from all clinics was $8,021,929, including”
POLA Polar Power, Inc.

Polar Power, Inc. reported first quarter ended March 31, 2026 results: revenue $ 1,728, net income $ (178 ), EPS $ (0.05 ).

“Q1 2026 Q1 2025 Y/Y +/(-) Change Net sales $ 1,728 $ 1,723 — Gross profit $ 1,135 $ 320 255 % Gross margin 65.7 % 18.6 % 47.1 pts Total operating expenses $ 1,111 $ 1,421 22 % Income (loss) from operations $ 24 $ (1,101 ) 102 % Net loss $ (178 ) $ (1,265 ) 86 % Net loss per share $ (0.05 ) $ (0.50 ) 90 %”
YSWY Yesway, Inc.

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

“On June 2, 2026, Yesway, Inc. issued a press release announcing its financial results for the three months 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.