secwatch / observer

Earnings Releases

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

8-K items 2.02 JSON
KW Kennedy-Wilson Holdings, Inc.

Kennedy-Wilson Holdings, Inc. reported financial results for the first quarter ended March 31, 2026.

“On May 6, 2026, Kennedy-Wilson Holdings, Inc. ("Kennedy Wilson"), issued a press release announcing its financial results for the first quarter ended March 31, 2026”
SEDG SOLAREDGE TECHNOLOGIES, INC.

SOLAREDGE TECHNOLOGIES, INC. reported first quarter ended March 31, 2026 results: revenue $310.5 million.

“SolarEdge Technologies, Inc. (Nasdaq: SEDG), a global leader in smart energy technology, today announced its financial results for the first quarter ended March 31, 2026. “Our first quarter results reflect strong execution, continued innovation, and business acceleration, with 46% year-over-year revenue growth and a sixth consecutive quarter of margin expansion,” said Shuki Nir, CEO of SolarEdge. “At the midpoint of our Q2 outlook, we expect to be close to breakeven operating profitability. With a return to profitability in sight, we have shifted decisively to offense and are focused on rolling out the SolarEdge Nexis platform and advancing our AI data-center power roadmap.” First Quarter 2026 Summary The Company reported revenues of $310.5 million”
IPI Intrepid Potash, Inc.

Intrepid Potash, Inc. reported first quarter of 2026 results: revenue $98.7 million, net income $6.9 million, EPS $0.52 per diluted share.

“for potash and Trio ® , and continued improvement in Trio ® margins led to another quarter of strong financial results, highlighted by: • Sales from continuing operations of $98.7 million ; • Net income from continuing operations of $6.9 million , or $0.52 per diluted share; • Adjusted net income from continuing operations (1) of $8.2 million , or $0.62 per”
ERII Energy Recovery, Inc.

Energy Recovery, Inc. reported the first quarter ended March 31, 2026 results: revenue $9.7 million, net income Net loss of $12.3 million, EPS Diluted loss per share ($0.23).

“over the next 12 months. Since November 2024, the Company has now announced $130.0 million of aggregate share repurchase authorizations. First Quarter Highlights • Revenue of $9.7 million, an increase of $1.6 million, as compared to Q1’2025. • Gross margin of 27.8%, a decrease of 2,750 bps, as compared to Q1’2025 due primarily to $1.6 million of restructuring”
WES Western Midstream Partners, LP

Western Midstream Partners, LP reported first-quarter 2026 results: net income $342.4 million, EPS $0.85 per common unit (diluted).

“Net income (loss) attributable to limited partners for the first quarter of 2026 totaled $342.4 million, or $0.85 per common unit (diluted)”
ZVRA ZEVRA THERAPEUTICS, INC.

ZEVRA THERAPEUTICS, INC. reported the first quarter ended March 31, 2026 results: revenue $36.2 million, net income $37.9 million, EPS $0.62 per basic and $0.60 diluted share.

“set forth by specific reference in any such filing. --- EX-99.1 (EX-99.1) --- Zevra Reports First Quarter 2026 Financial Results and Corporate Update Q1 2026 net revenue of $36.2 million, a 78% increase over Q1 2025 Completed $50.0 million sale of SDX portfolio to Commave Therapeutics Operational execution fueled strong cash position of $236.8 million Company to”
MIAX MIAMI INTERNATIONAL HOLDINGS, INC.

MIAMI INTERNATIONAL HOLDINGS, INC. reported the quarter ended March 31, 2026 results: revenue $ 128,593, net income $ 170,224, EPS $ 1.56. Guidance reaffirmed.

“Consolidated First Quarter Results 1Q26 March 31, 2026 1Q25 March 31, 2025 Change Total revenues less cost of revenues ("Net revenue") $ 128,593 $ 91,884 40 % Operating income $ 45,968 $ 22,293 106 % Net income (loss) attributable to MIH stockholders $ 170,224 $ (21,420) ** Diluted EPS $ 1.56 $ (0.34) **”
CSTL CASTLE BIOSCIENCES INC

CASTLE BIOSCIENCES INC reported first quarter ended March 31, 2026 results: revenue $83.7 million, net income $14.5 million, EPS $0.49. Guidance raised.

“Castle Biosciences Reports First Quarter 2026 Results Delivered Q1 2026 revenue of $83.7 million”
SITM SITIME Corp

SITIME Corp reported the first quarter ended March 31, 2026 results: revenue $113.6 million, net income $5.2 million, EPS $0.20 per diluted share.

“be expressly set forth by specific reference in such a filing. --- EX-99.1 (EX-99.1) --- SiTime Reports First Quarter 2026 Financial Results Q1 Net Revenue Increased 88% to $113.6 Million SANTA CLARA, Calif., May 6, 2026 – SiTime Corporation, (Nasdaq: SITM), the Precision Timing company, today announced financial results for the first quarter ended March 31, 2026.”
RUN Sunrun Inc.

Sunrun Inc. updated its the first quarter ended March 31, 2026 guidance (reaffirmed).

“On May 6, 2026, Sunrun Inc. (the “Company”) issued a press release announcing its financial results for the quarter ended March 31, 2026.”
BGSF BGSF, INC.

BGSF, INC. reported first fiscal quarter ended March 29, 2026 results: revenue $20.9 million, net income Net loss was $1.4 million, or $0.13 per diluted share, EPS $0.13 per diluted share.

“Property Management industry, today reported financial results for the first fiscal quarter ended March 29, 2026. Q1 2026 Highlights from Continuing Operations • Revenues were $20.9 million for Q1 current and prior year quarter. • Gross profit was $7.4 million for Q1, compared to $7.6 million in prior year quarter, primarily driven by a lower gross margin”
PRI Primerica, Inc.

Primerica, Inc. reported financial results for the quarter ended March 31, 2026.

“On May 6, 2026, Primerica, Inc. (the “Company”) announced its results of operations for the quarter ended March 31, 2026. A copy of the press release is attached hereto as Exhibit 99.1.”
RYZ Ryerson Holding Corp

Ryerson Holding Corp reported the first quarter ended March 31, 2026 results: revenue $1.57 billion, net income $4.5 million, EPS $0.10 per share.

“• Generated first quarter revenue of $1.57 billion following the February 13 th merger with Olympic Steel, Inc, with tons shipped up 31.2% and average selling prices up 5.2% compared to the first quarter of 2025. On a same-store basis, excluding Olympic Steel, Ryerson generated first quarter revenue of $1.29 billion, with tons shipped 4.6% higher and average selling prices 8.9% higher year-over-year. • Achieved net income of $4.5 million, or $0.10 per share, and Adjusted net income of $13.1 million 1 , or $0.30 per share. Adjusted EBITDA, excl. LIFO 2 generation was $67.4 million, $12.5 million of which was attributable to Olympic Steel.”
QTRX Quanterix Corp

Quanterix Corp reported the first quarter ended March 31, 2026 results: revenue $36.4 million. Guidance reaffirmed.

“except as expressly set forth by specific reference in such a filing. --- EX-99.1 (EX-99.1) --- Quanterix Releases Financial Results for the First Quarter of 2026 Reports $36.4 million in revenue and approximately $103 million of cash and marketable securities Company prioritizing product roadmap and investing in initiatives to drive commercial effectiveness”
FSLY Fastly, Inc.

Fastly, Inc. reported first quarter ended March 31, 2026 results: revenue $173,021, EPS GAAP net loss per common share — basic and diluted $(0.13). Guidance raised.

“performance reflects expansion within our installed base and robust new business wins, enabling us to raise our 2026 guidance.” Three months ended March 31, 2026 2025 Revenue $ 173,021 $ 144,474 Gross margin GAAP gross margin 62.5 % 53.2 % Non-GAAP gross margin (1) 65.1 % 57.3 % Operating loss GAAP operating loss $ (23,895) $ (38,179) Non-GAAP operating income”
SKWD Skyward Specialty Insurance Group, Inc.

Skyward Specialty Insurance Group, Inc. reported first quarter 2026 results: revenue $667.7 million, net income $49.7 million, EPS $1.09 per diluted share.

“$1.25 per diluted share, compared to $37.6 million, or $0.90 per diluted share, for the same 2025 period. Highlights for the first quarter included: • Gross written premiums of $667.7 million, an increase of 9.9% (2) compared to 2025; • Combined ratio of 89.5%; • Ex-Cat combined ratio of 87.7%; • Managed premiums of $967.7 million, an increase of 19.6% (2) compared to”
MTDR Matador Resources Co

Matador Resources Co updated its first quarter 2026 guidance (raised).

“Matador’s first quarter 2026 average daily total production of 207,594 barrels of oil equivalent per day (BOE), consisting of 120,277 barrels of oil per day and 523.9 million cubic feet of natural gas per day, exceeded the upper end of our production guidance.”
MTDR Matador Resources Co

Matador Resources Co updated its full-year 2026 guidance (raised).

“we are increasing our production guidance estimates while reaffirming our previous cost per completed lateral foot, lease operating expense and estimated full-year capital budget guidance.”
MTDR Matador Resources Co

Matador Resources Co reported financial results for first quarter of 2026.

“Matador Resources Company (NYSE: MTDR) (“Matador” or the “Company”) today reported financial and operating results for the first quarter of 2026 and updated full-year 2026 production guidance.”
ATH-PA Athene Holding Ltd.

Athene Holding Ltd. reported financial results for first quarter ended March 31, 2026.

“On May 6, 2026, Apollo Global Management, Inc. issued an earnings presentation announcing its financial results for the first quarter ended March 31, 2026, which contained information regarding Athene Holding Ltd.'s financial results for the first quarter ended March 31, 2026. A copy of the earnings presentation is furnished as Exhibit 99.1 hereto and incorporated by reference in this Item 2.02.”
HNST Honest Company, Inc.

Honest Company, Inc. updated its three months ended March 31, 2026 guidance (reaffirmed).

“On May 6, 2026 , The Honest Company, Inc. (the “Company”) issued a press release announcing its financial results for the first quarter ended March 31, 2026.”
SGHT Sight Sciences, Inc.

Sight Sciences, Inc. reported the first quarter ended March 31, 2026 results: revenue $19.7 million, net income Net loss was $13.0 million, EPS loss of $0.24 per share. Guidance raised.

“results for the first quarter ended March 31, 2026 and raised its revenue guidance for full year 2026. Recent Financial and Business Highlights • Generated total revenue of $19.7 million in the first quarter of 2026, an increase of 13% compared to the same period in the prior year. • Drove Interventional Glaucoma revenue growth of 7% in the first quarter of 2026,”
XRN Chiron Real Estate Inc.

Chiron Real Estate Inc. reported three months ended March 31, 2026 results: net income net loss attributable to common stockholders of $0.7 million, or $0.06 per diluted share.

“one-for-five reverse stock split that was effective September 19, 2025. First Quarter 2026 Highlights · Reported quarterly net loss attributable to common stockholders of $0.7 million, or $0.06 per diluted share, as compared to net income of $2.1 million, or $0.16 per diluted share, in the comparable prior year period. · Reported quarterly funds from”
SERA SERA PROGNOSTICS, INC.

SERA PROGNOSTICS, INC. reported the first quarter ended March 31, 2026 results: revenue $14,000, net income $8.4 million.

“First quarter 2026 revenue was $14,000 compared to $38,000 for the first quarter of 2025.”
IBTA Ibotta, Inc.

Ibotta, Inc. reported the first quarter ended March 31, 2026 results: revenue $82.5 million, net income $(10.3) million, EPS $(0.43) per diluted share.

“Results Ibotta’s first quarter financial results exceeded the upper end of the guidance range for both revenue and adjusted EBITDA. Revenue declined by 2% year-over-year to $82.5 million Generated net loss of $10.3 million, representing net loss as a percent of revenue of (13)%, and adjusted EBITDA of $8.7 million, representing an 11% adjusted EBITDA margin”
CAPL CrossAmerica Partners LP

CrossAmerica Partners LP reported first quarter ended March 31, 2026 results: net income Net Income of $10.7 million.

“CrossAmerica Partners LP Reports First Quarter 2026 Results - Reported First Quarter of 2026 Net Income of $10.7 million, Adjusted EBITDA of $35.1 million and Distributable Cash Flow of $21.5 million”
UBER Uber Technologies, Inc

Uber Technologies, Inc reported Q2 2026 results: EPS $0.78 to $0.82. Guidance initiated.

“Non-GAAP EPS of $0.78 to $0.82, representing growth of 31% to 38% YoY.”
UBER Uber Technologies, Inc

Uber Technologies, Inc reported first quarter ended March 31, 2026 results: revenue $13.2 billion, net income $263 million, EPS $0.13.

“growth of 17% YoY and monthly Trips per MAPC growth of 3% YoY. • Gross Bookings grew 25% YoY to $53.7 billion, and 21% on a constant currency basis. • Revenue grew 14% YoY to $13.2 billion, or 10% on a constant currency basis. Business model changes negatively impacted total revenue YoY growth by 9 percentage points, or 8 percentage points on a constant currency”
BLMN Bloomin' Brands, Inc.

Bloomin' Brands, Inc. reported the thirteen weeks ended March 29, 2026 results: revenue $ 1,059.7, EPS $ 0.64. Guidance reaffirmed.

“of diluted earnings per share adjustments for the periods presented. First Quarter Financial Results (dollars in millions, unaudited) Q1 2026 Q1 2025 CHANGE Total revenues $ 1,059.7 $ 1,049.6 1.0 % GAAP operating income margin 5.6 % 5.5 % 0.1 % Adjusted operating income margin (1) 5.9 % 6.1 % (0.2) % Restaurant-level operating margin (1) 14.0 % 13.9 % 0.1 %”
MASS 908 Devices Inc.

908 Devices Inc. reported first quarter and three months ended March 31, 2026 results: revenue $13.4 million, net income Net loss attributable to common stockholders was $12.0 million. Guidance raised.

“subscriptions. This transaction reflects our focus on disciplined growth investments as we continue to execute our transformation strategy.” Recent Highlights · Revenue of $13.4 million for the first quarter of 2026, increasing 14% year over year · Recurring revenue was $4.0 million, representing 30% of total revenues for the quarter · Gross margin was 51% and”
EVTC EVERTEC, Inc.

EVERTEC, Inc. reported the first quarter ended March 31, 2026 results: revenue $247.9 million, net income $23.8 million, EPS $0.38 per diluted share. Guidance raised.

“(“Evertec” or the “Company”) today announced results for the first quarter ended March 31, 2026. First Quarter 2026 Highlights and Recent Highlights • Revenue increased 8% to $247.9 million, approximately 5% on a constant currency basis • GAAP Net Income attributable to common shareholders decreased 27% to $23.8 million, and decreased 24% to $0.38 per diluted share”
ECOR electroCore, Inc.

electroCore, Inc. reported first quarter ended March 31, 2026 results: revenue $9.6 million, net income $5.3 million. Guidance reaffirmed.

“The information contained in this Item 2.02 and --- EX-99.1 (EX-99.1) --- electroCore Announces First Quarter 2026 Financial Results First quarter 2026 net sales of $9.6 million, an increase of 43% over $6.7 million in the first quarter 2025 Net loss of $5.3 million with Adjusted EBITDA net loss improving 24% from prior-year period to $2.3 million”
AMH American Homes 4 Rent

American Homes 4 Rent reported the quarter ended March 31, 2026 results: revenue $472.0 million, net income $127.8 million, EPS $0.35 per diluted share.

“announced its financial and operating results for the quarter ended March 31, 2026. Highlights • Rents and other single-family property revenues increased 2.8% year-over-year to $472.0 million for the first quarter of 2026. • Net income attributable to common shareholders totaled $127.8 million, or $0.35 per diluted share, for the first quarter of 2026, compared to”
SNAP Snap Inc

Snap Inc reported the quarter ended March 31, 2026 results: revenue $1,529 million, net income $89 million, EPS $ (0.05).

“Revenue was $1,529 million, compared to $1,363 million in the prior year, an increase of 12% year-over-year. • Net loss was $89 million, compared to $140 million in the prior year. • Adjusted EBITDA was $233 million, compared to $108 million in the prior year. • Operating cash flow was $327 million, compared to $152 million in the prior year. • Free Cash Flow was $286 million, compared to $114 million in the prior year. Three Months Ended March 31, Percent Change 2026 2025 (Unaudited) (dollars in thousands, except per share amounts) Revenue $ 1,528,791 $ 1,363,217 12 % Operating loss $ (74,449) $ (193,846) 62 % Net loss $ (88,951) $ (139,587) 36 % Adjusted EBITDA (1) $ 233,333 $ 108,425 115 % Net cash provided by operating activities $ 326,779 $ 151,610 116 % Free Cash Flow (2) $ 286,007 $ 114,396 150 % Diluted net loss per share attributable to common stockholders $ (0.05) $ (0.08) 38 %”
OSCR Oscar Health, Inc.

Oscar Health, Inc. reported first quarter ended March 31, 2026 results: revenue $4,647,194, net income $678,996, EPS $2.07. Guidance reaffirmed.

“results press release dated February 10, 2026. First Quarter 2026 Financial Highlights Three Months Ended March 31, (in thousands, except percentages) 2026 2025 Total revenue $4,647,194 $3,046,263 Medical loss ratio (“MLR”) 70.5% 75.4% Selling, general, and administrative (“SG&A”) expense ratio 15.2% 15.8% Earnings from operations $704,085 $297,123 Net income”
VCTR Victory Capital Holdings, Inc.

Victory Capital Holdings, Inc. reported the quarter ended March 31, 2026 results: revenue $388.0, net income $112.1, EPS $1.33.

“/ Short-term Net (197 ) (22 ) (44 ) AUM Total Flows Total Gross $ 19,181 $ 17,472 $ 9,486 Total Net (654 ) (2,111 ) (1,249 ) Consolidated Financial Results (GAAP) Revenue $ 388.0 $ 374.1 $ 219.6 AUM revenue realization (in bps) 47.6 47.4 51.2 Operating expenses 228.8 220.9 126.7 Income from operations 159.2 153.2 92.9 Operating margin 41.0 % 40.9 % 42.3 %”
BHR Braemar Hotels & Resorts Inc.

Braemar Hotels & Resorts Inc. reported financial results for first quarter ended March 31, 2026.

“On May 6, 2026, Braemar Hotels & Resorts Inc. (the “Company”) issued a press release announcing its financial results for the first quarter ended March 31, 2026.”
CRTO Criteo S.A.

Criteo S.A. reported first quarter ended March 31, 2026 results: revenue $425 million, net income $9 million, EPS $0.15 per share on a diluted basis.

“the prior year monthly exchange rates to transactions denominated in settlement or billing currencies other than the U.S. dollar. 1 Financial Summary Revenue for Q1 2026 was $425 million, gross profit was $223 million and Contribution ex-TAC was $250 million. Net income for Q1 2026 was $9 million, representing $0.15 per share on a diluted basis. Adjusted EBITDA”
CART Maplebear Inc.

Maplebear Inc. reported first quarter ended March 31, 2026 results: revenue Total revenue of $1,019 million, net income GAAP net income of $144 million.

“shareholder value.” First Quarter 2026 Financial Highlights • GTV of $10,288 million, up 13% year-over-year. • Orders of 91.2 million, up 10% year-over-year. • Total revenue of $1,019 million, up 14% year-over-year, representing 9.9% of GTV. • Transaction revenue of $733 million, up 13% year-over-year, representing 7.1% of GTV. • Advertising and other revenue of $286”
TPVG TriplePoint Venture Growth BDC Corp.

TriplePoint Venture Growth BDC Corp. reported first quarter ended March 31, 2026 results: net income $9.1 million, or $0.23 per share, EPS $0.23 per share.

“TriplePoint Venture Growth BDC Corp. Announces First Quarter 2026 Financial Results Net Investment Income of $0.23 per Share”
PRGO PERRIGO Co plc

PERRIGO Co plc reported the first quarter ended March 28, 2026 results: revenue $969 million, EPS $(2.81). Guidance reaffirmed.

“of Women’s Health products. Core organic net sales comprised net pricing of 0.2% and volume/mix of -11.0%. • All In reported net sales declined 7.2% year over year to $969 million. The decrease was driven by the same factors impacting Core net sales, partially offset by Infant Formula net sales growth. Gross Margin • Reported gross margin was 33.6%, a”
SMA SmartStop Self Storage REIT, Inc.

SmartStop Self Storage REIT, Inc. reported three months ended March 31, 2026 results: revenue approximately $64.8 million, net income approximately $9.6 million, EPS $0.17.

“and diluted) was $0.17. This represents an increase of approximately $0.52 when compared to the same period in 2025. • Total self storage-related revenues were approximately $64.8 million, an increase of approximately $5.6 million when compared to the same period in 2025. • FFO, as adjusted (attributable to common stockholders and Operating Partnership (“OP”) unit”
BLBD Blue Bird Corp

Blue Bird Corp reported Fiscal Year 2026 results: revenue ~$1.75 Billion. Guidance raised.

“2026 Guidance is being raised to Net Revenue at ~$1.75 Billion and Adj. EBITDA to ~$245 million.”
BLBD Blue Bird Corp

Blue Bird Corp reported Fiscal 2026 Second Quarter ended March 28, 2026 results: revenue $352.6 million, net income $29.3 million, EPS $0.90.

“margin of $375+ million, or 15%+, on $2.5+ billion in revenue. We are confident in our profitable growth plans.” 1 Fiscal 2026 Second Quarter Results Net Sales Net sales were $352.6 million for the second quarter of fiscal 2026, a decrease of $6.2 million, or 1.7%, compared to $358.9 million for the second quarter of fiscal 2025. The decrease in net sales is”
PAYC Paycom Software, Inc.

Paycom Software, Inc. reported the quarter ended March 31, 2026 results: revenue $571.9 million, net income $155.7 million, EPS $3.04 per diluted share.

“Total Revenues of $571.9 million represented a 7.8% increase compared to total revenues of $530.5 million in the same period last year. Recurring and other revenues of $544.0 million increased 8.8% from the comparable prior year period and constituted 95.1% of total revenues. GAAP Net Income was $155.7 million, or $3.04 per diluted share, compared to GAAP net income of $139.4 million, or $2.48 per diluted share, in the same period last year.”
MGNI MAGNITE, INC.

MAGNITE, INC. reported the quarter ended March 31, 2026 results: revenue $164.4 million, net income $4.4 million, EPS $0.03 per diluted share.

“MGNI), the largest independent sell-side advertising company, today reported its results of operations for the quarter ended March 31, 2026. Q1 2026 Highlights: • Revenue of $164.4 million, up 6% year-over-year • Contribution ex-TAC (1) of $160.9 million, up 10% year-over-year, at the high end of the guidance range of $157 to $161 million • Contribution ex-TAC (1)”
RXRX RECURSION PHARMACEUTICALS, INC.

RECURSION PHARMACEUTICALS, INC. updated its first quarter ended March 31, 2026 guidance (reaffirmed).

“today reported business updates highlighting strong continued pipeline execution, clinical progress and platform advancement, as well as financial results for its first quarter ended March 31, 2026.”
OEC Orion S.A.

Orion S.A. reported first quarter 2026 results: revenue $460 million, net income Net loss of $10 million, EPS Diluted Earnings (loss) per share (0.18). Guidance raised.

“Orion S.A. (NYSE: OEC), a specialty chemical company, today reported First Quarter 2026 Net sales of $460 million”
FRPT Freshpet, Inc.

Freshpet, Inc. reported quarter ended March 31, 2026 results: revenue Net sales of $297.6 million, net income Net income of $48.5 million. Guidance raised.

“(Nasdaq: FRPT) today reported financial results for its first quarter ended March 31, 2026. First Quarter 2026 Financial Highlights Compared to Prior Year Period • Net sales of $297.6 million, an increase of 13.1%. • Gross margin of 40.5%, compared to the prior year period of 39.4%. • Adjusted Gross Margin of 46.9%, compared to the prior year period of 45.7%. 1 • Net”
ZG ZILLOW GROUP, INC.

ZILLOW GROUP, INC. reported financial results for the three months ended March 31, 2026.

“Zillow Group, Inc. today issued a press release and a shareholder letter announcing its financial results for the fiscal 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.