Earnings Releases

Teladoc Health, Inc. reported the three months ended March 31, 2026 ("First Quarter 2026") results: revenue $613.8 million, net income $63.8 million, or $0.36 per share, EPS $0.36 per share. Guidance reaffirmed.

“First Quarter 2026 revenue of $613.8 million, down 2% year-over-year • First Quarter 2026 net loss of $63.8 million, or $0.36 per share”

Vita Coco Company, Inc. reported first quarter ended March 31, 2026 results: revenue $180 million, net income $30 million, EPS $0.50 per diluted share. Guidance raised.

“set forth in such filing. --- EX-99.1 (EX-99.1) --- The Vita Coco Company Reports Strong First Quarter 2026 Financial Results and Raises Full Year Guidance Net Sales were $180 million, up 37% , driven by Vita Coco Coconut Water growth of 42% Net Income Increased $12 million to $30 million and Non-GAAP Adjusted EBITDA 1 Increased $16 million to $39 million”

Capitol Federal Financial, Inc. reported the quarter ended March 31, 2026 results: net income net income of $20.1 million, EPS basic and diluted earnings per share of $0.16.

“pfed.com/events-and-presentations/default.aspx . The Company ended the current quarter with total assets of $9.83 billion, stockholders' equity of $1.03 billion and net income of $20.1 million. The continued growth in assets and strong earnings performance are the direct result of disciplined execution of our strategic banking initiatives by the Board and management.”

Sabra Health Care REIT, Inc. reported first quarter of 2026 results: EPS $0.16. Guidance reaffirmed.

“Results per diluted common share for the first quarter of 2026 were as follows: • Net Income: $0.16”

TPG Mortgage Investment Trust, Inc. reported the quarter ended March 31, 2026 results: net income $(0.27).

“as we progress through 2026." FIRST QUARTER FINANCIAL HIGHLIGHTS • $9.97 Book Value per share as of March 31, 2026 (1) ◦ Quarterly economic return on equity of (2.6)% (2) • $(0.27) of Net Income/(Loss) Available to Common Stockholders per diluted common share (3) • $0.26 of Earnings Available for Distribution ("EAD") per diluted common share (3),(4) •”

Chefs' Warehouse, Inc. reported first quarter ended March 27, 2026 results: revenue $1.06 billion, net income $17.4 million, EPS $0.40 per diluted share. Guidance reaffirmed.

“East, and Canada, today reported financial results for its first quarter ended March 27, 2026. Financial highlights for the first quarter of 2026: • Net sales increased 11.4% to $1.06 billion for the first quarter of 2026 from $950.7 million for the first quarter of 2025. • GAAP net income was $17.4 million, or $0.40 per diluted share, for the first quarter of 2026”

Regional Management Corp. reported first quarter ended March 31, 2026 results: revenue $167.3 million, net income $11.4 million, EPS $1.18.

“or 5.9%, from the prior-year period and represented 24.4% of the total loan portfolio, compared to 28.8% in the prior-year period. • Record first quarter total revenue of $167.3 million, an increase of $14.3 million, or 9.4%, from the prior-year period, primarily due to growth in average net finance receivables. o Total revenue yield (annualized total revenue as”

Acadia Healthcare Company, Inc. reported the first quarter ended March 31, 2026 results: revenue $828.8 million, net income $0.05 per diluted share, EPS $0.05 per diluted share. Guidance raised.

“Inc. (“Acadia” or the “Company”) (NASDAQ: ACHC) today announced financial results for the first quarter ended March 31, 2026. First Quarter 2026 Results ● Revenue totaled $828.8 million, a 7.6% increase compared with the first quarter of 2025 ● Same-facility revenue increased 7.3% compared with the first quarter of 2025, including an increase in revenue per”

ALKAMI TECHNOLOGY, INC. reported the quarter ended March 31, 2026 results: revenue $126.1, net income $(10.0) million.

“today announced results for its first quarter ending March 31, 2026. First Quarter 2026 Financial Highlights • GAAP total revenue of $126.1, an increase of 28.9% compared to the year-ago quarter; • GAAP gross margin of 58.6%, compared to 59.0% in the year-ago quarter; • Non-GAAP gross margin of 64.4%, compared to 64.3% in the year-ago quarter; • GAAP net loss of $(10.0) million, compared to $(7.8) million in the year-ago quarter; and • Adjusted EBITDA of $22.3 million, compared to $12.1 million in the year-ago quarter.”

Phillips 66 reported the quarter ended March 31, 2026 results: net income $207 million, EPS $0.51 per share.

“Reported first-quarter earnings of $207 million or $0.51 per share; adjusted earnings of $200 million or $0.49 per share”

AbbVie Inc. reported the first quarter ended March 31, 2026 results: revenue $15.002 billion, EPS $0.39. Guidance raised.

“Delivers First-Quarter Net Revenues of $15.002 Billion, an Increase of 12.4 Percent on a Reported Basis or 10.3 Percent on an Operational Basis”

Delek Logistics Partners, LP reported first quarter 2026 results: net income $32.4 million, EPS $0.60 per diluted common limited partner unit. Guidance reaffirmed.

“Delek Logistics reported net income of $32.4 million or $0.60 per unit”

First Northwest Bancorp reported the quarter ended March 31, 2026 results: net income net income of $6,000, EPS $0.00.

“First Northwest Bancorp (Nasdaq: FNWB) ("First Northwest" or the "Company"), the holding company for First Fed Bank ("First Fed" or the "Bank"), today reported net income of $6,000 for the first quarter of 2026 , compared to net income of $382,000 for the fourth quarter of 2025 and a net loss of $9.0 million for the first quarter of 2025 . Basic and diluted”

Tri Pointe Homes, Inc. reported first quarter ended March 31, 2026 results: revenue $506.5 million, net income $6.8 million, EPS $0.08 per diluted share.

“2025 • Net income available to common stockholders was $6.8 million, or $0.08 per diluted share, compared to $64.0 million, or $0.70 per diluted share • Home sales revenue of $506.5 million compared to $720.8 million ◦ New home deliveries of 736 homes compared to 1,040 homes ◦ Average sales price of homes delivered of $688,000 compared to $693,000 • Homebuilding”

Franklin BSP Realty Trust, Inc. reported financial results for the quarter ended March 31, 2026.

“issued a press release and supplemental slide presentation reporting the Company’s financial results for the quarter ended March 31, 2026”

CONSTELLIUM SE reported first quarter 2026 results: revenue $2.5 billion, net income $196 million. Guidance raised.

“reported results for the first quarter ended March 31, 2026. First quarter 2026 highlights: • Shipments of 370 thousand metric tons, down 1% compared to Q1 2025 • Revenue of $2.5 billion, up 24% compared to Q1 2025 • Net income of $196 million compared to net income of $38 million in Q1 2025 • Adjusted EBITDA of $359 million > Includes positive non-cash metal”

Murphy USA Inc. reported three months ended March 31, 2026 results: net income $136.3 million, EPS $7.28 per diluted share.

“marketer of retail motor fuel products and convenience merchandise, today announced financial results for the three months ended March 31, 2026. Key Highlights: • Net income was $136.3 million, or $7.28 per diluted share, in Q1 2026 compared to net income of $53.2 million, or $2.63 per diluted share, in Q1 2025. • Total fuel contribution for Q1 2026 was 35.0 cpg,”

Sprouts Farmers Market, Inc. reported financial results for its first fiscal quarter ended March 29, 2026.

“On April 29, 2026, Sprouts Farmers Market, Inc. (the “Company”) issued a press release announcing its results of operations for its first fiscal quarter ended March 29, 2026.”

Mid-America Apartments, L.P. reported financial results for for the three months ended March 31, 2026.

“On April 29, 2026, Mid-America Apartment Communities, Inc. (“MAA”) issued a press release announcing its consolidated results of operations and financial condition as of March 31, 2026 and for the three months then ended”

PROCEPT BioRobotics Corp reported the quarter ended March 31, 2026 results: revenue $83.1 million, net income Net loss was $31.6 million. Guidance reaffirmed.

“accountability, and commercial discipline, and our first quarter results reflect the early impact of that work," said Larry Wood, Chief Executive Officer. "We delivered $83.1 million in revenue, driven by strong U.S. system sales and improved pricing." Wood continued: “Aquablation® users completed approximately 12,200 U.S. procedures in the first quarter of”

FTAI Aviation Ltd. reported first quarter 2026 results: net income $ 134,190, EPS $ 1.31.

“attached as an exhibit to this press release. Financial Overview (in thousands, except per share data) Selected Financial Results Q1’26 Net Income Attributable to Shareholders $ 134,190 Basic Earnings per Ordinary Share $ 1.31 Diluted Earnings per Ordinary Share $ 1.29 Adjusted EBITDA (1) $ 325,577 (1) For definitions and reconciliations of non-GAAP measures,”

Farmland Partners Inc. reported the quarter ended March 31, 2026 results: revenue $10,102, net income $0.6 million, EPS $0.01 per share. Guidance reaffirmed.

“share ​ $ 0.05 ​ $ 0.05 ​ ​ — % Adjusted EBITDAre (2) ​ $ 5,007 ​ $ 5,682 ​ ​ (11.9) % ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Operating Results: ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Total Operating Revenues ​ $ 10,102 ​ $ 10,252 ​ ​ (1.5) % Net Operating Income (NOI) ​ $ 8,604 ​ $ 8,108 ​ ​ 6.1 % (1) Basic net income per share available to common stockholders. See “Note 9—Stockholders’ Equity”

Virtu Financial, Inc. reported first quarter ended March 31, 2026 results: revenue $1,095.3 million, net income $346.6 million, EPS $1.99.

“of $346.6 million; Normalized Adjusted Net Income 1 of $356.7 million • Basic and diluted earnings per share of $1.99; Normalized Adjusted EPS 1 of $2.24 • Total revenues of $1,095.3 million; Trading income, net, of $789.1 million; Net income Margin of 31.6% 2 ◦ Adjusted Net Trading Income 1 of $786.5 million • Adjusted EBITDA 1 of $520.6 million; Adjusted EBITDA”

NAVIENT CORP reported financial results for the quarter ended March 31, 2026.

“Navient Corporation (the “Company”) issued an informational press release announcing its financial results for the quarter ended March 31, 2026”

Moelis & Co reported the first quarter ended March 31, 2026 results: revenue $319.8 million, net income $42.3 million, or $0.48 per share (diluted).

“Moelis & Company (NYSE:MC) today reported financial results for the first quarter ended March 31, 2026. The Firm's first quarter revenues of $319.8 million increased 4% from the prior year period. The Firm reported first quarter GAAP net income of $42.3 million, or $0.48 per share (diluted).”

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

“On April 29, 2026, we issued a press release reporting our financial results for the first quarter ended March 31, 2026 and providing a corporate update.”

Pathfinder Bancorp, Inc. reported financial results for first quarter 2026.

“On April 29, 2026, Pathfinder Bancorp, Inc. issued a press release disclosing its first quarter 2026 financial results.”

Urban Edge Properties reported the quarter ended March 31, 2026 results: net income $22,645, EPS 0.18. Guidance raised.

“into sustained long-term growth," he concluded. Financial Results (1)(2) (in thousands, except per share amounts) 1Q26 1Q25 Net income attributable to common shareholders $ 22,645 $ 8,198 Net income per diluted share 0.18 0.07 Funds from Operations ("FFO") 55,657 45,458 FFO per diluted share 0.42 0.35 FFO as Adjusted 47,569 45,921 FFO as Adjusted per”

Antero Midstream Corp reported the quarter ended March 31, 2026 results: net income $118 million, EPS $0.25 per diluted share.

“Net Income was $118 million, or $0.25 per diluted share”

Wingstop Inc. reported fiscal first quarter ended March 28, 2026 results: revenue $183.7 million, net income $29.9 million, EPS $1.08 per diluted share.

“▪ Domestic restaurant AUV of $2.0 million ▪ Domestic same store sales decreased 8.7% vs. Q1 2025 ▪ Digital sales represented 72.5% of system-wide sales ▪ Total revenue of $183.7 million, an increase of 7.4%, vs. Q1 2025 ▪ Net income of $29.9 million, or $1.08 per diluted share ▪ Adjusted net income 1 of $32.5 million and adjusted earnings per diluted share 1 of”

Four Corners Property Trust, Inc. reported the three months ended March 31, 2026 results: revenue $69.8 million, net income $30.3 million, EPS $0.28 per diluted share.

“March 31, 2026. Financial Results Rental Revenue and Net Income Attributable to Common Shareholders • Rental revenue for the first quarter increased 10.0% over the prior year to $69.8 million. Rental revenue consisted of $70.0 million in cash rents and $0.2 of straight-line and other non-cash rent adjustments. • Net income attributable to common shareholders was $30.3”

SiteOne Landscape Supply, Inc. updated its fiscal year 2026 guidance (reaffirmed).

“we continue to expect Adjusted EBITDA for fiscal year 2026 to be in the range of $425 million to $455 million.”

SiteOne Landscape Supply, Inc. reported first quarter ended March 29, 2026 results: revenue $940.1 million, net income $26.6 million.

“29, 2026 SiteOne Landscape Supply Announces First Quarter 2026 Earnings First Quarter 2026 Highlights (Compared to First Quarter 2025): · Net sales increased $0.7 million to $940.1 million · Organic Daily Sales decreased 1% · Gross profit increased 3% to $318.8 million; gross margin improved 90 basis points to 33.9% · SG&A as a percentage of Net sales increased 70”

Alphabet Inc. reported Q1 2026 results: revenue $109,896 million, net income $62,578 million, EPS $5.11.

“(NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended March 31, 2026. • Consolidated Alphabet revenues increased 22%, or 19% in constant currency, to $109.9 billion, reflecting strong performance across the business and our 11th consecutive quarter of double-digit growth. • Google Services revenues increased 16% to $89.6 billion, led by 19%”

Red Rock Resorts, Inc. reported first quarter ended March 31, 2026 results: revenue Net revenues were $507.3 million, net income Net income was $82.7 million.

“Red Rock Resorts, Inc. (“Red Rock Resorts,” “we” or the “Company”) (NASDAQ: RRR) today reported financial results for the first quarter ended March 31, 2026. First Quarter Results Consolidated Operations • Net revenues were $507.3 million for the first quarter of 2026, an increase of 1.9%, or $9.4 million, from $497.9 million in the same period of 2025. • Net income was $82.7 million for the first quarter of 2026, a decrease of 3.8%, or $3.3 million, from $86.0 million in the same period of 2025.”

Bain Capital Specialty Finance, Inc. reported preliminary financial results for the first quarter ended March 31, 2026.

“On April 28, 2026, Bain Capital Specialty Finance, Inc. issued a press release announcing that it will (i) release its financial results for the quarter ended March 31, 2026 on Monday, May 11, 2026 after the close of the financial market and (ii) host a call on Tuesday, May 12, 2026 at 8:30 a.m. Eastern Time to discuss the financial results.”

Tenable Holdings, Inc. reported quarter ended March 31, 2026 results: revenue Revenue of $262.1 million, net income GAAP net income was $1.4 million, EPS GAAP net earnings per share was $0.01. Guidance raised.

“Tenable Announces First Quarter 2026 Financial Results Tenable Exceeds Q1 Revenue and Profit Expectations, Raises Full-Year Outlook • Revenue of $262.1 million, year-over-year growth of 9.6% • GAAP operating margin of 3.3%; Non-GAAP operating margin of 23.6%, year-over-year increase of 320 basis points • Net cash provided by operating activities of $88.0 million; Unlevered free cash flow of $88.6 million COLUMBIA, Maryland, April 29, 2026 — Tenable Holdings, Inc. ("Tenable") (Nasdaq: TENB), the exposure management company, today announced financial results for the quarter ended March 31, 2026.”

Camping World Holdings, Inc. reported first quarter ended March 31, 2026 results: revenue $1.35 Billion, net income Net Loss of $26.7 Million. Guidance reaffirmed.

“as expressly set forth by specific reference in such a filing. ​ --- EX-99.1 (EX-99.1) --- ​ Camping World Holdings, Inc. Reports First Quarter 2026 Results ​ ◾ Revenues of $1.35 Billion, Net Loss of $26.7 Million, and Positive Adjusted EBITDA of $28.0 Million ◾ SG&A to Gross Profit Improved 135 Basis Points Year-Over-Year ◾ New and Used Vehicle Unit Sales Gained”

Yum China Holdings, Inc. reported the first quarter ended March 31, 2026 results: revenue $3.3 billion, net income $309 million, EPS $0.87.

“• Same-store sales reached 100% of the prior year's level. Same-store transactions grew 2% YoY, the 13th consecutive quarter of growth. • Total revenues increased 10% YoY to $3.3 billion, or a 4% increase excluding F/X. • Opened 636 net new stores , an all-time quarterly high and more than double the openings in the same quarter last year, with 39% opened by”

Invitation Homes Inc. reported financial results for quarter ended March 31, 2026.

“On April 29, 2026, Invitation Homes Inc. (the “Company”) issued a press release announcing the results of the Company’s operations for the quarter ended March 31, 2026.”

CANADIAN PACIFIC KANSAS CITY LTD/CN reported three months ended March 31, 2026 results: revenue $3.7 billion, EPS $0.94.

“results, demonstrating resilient performance Calgary – Canadian Pacific Kansas City (TSX: CP) (NYSE: CP) (CPKC) today announced its first-quarter results, including revenues of $3.7 billion, diluted earnings per share (EPS) of $0.94 and core adjusted diluted EPS 1 of $1.04. “Our talented team of world-class railroaders executed our precision scheduled railroading”

SEACOR Marine Holdings Inc. reported financial results for three months ended March 31, 2026.

“On April 29, 2026, SEACOR Marine Holdings Inc. issued a press release setting forth its earnings for the three months ended March 31, 2026 (the “Earnings Release”).”

CARVANA CO. reported the fiscal quarter ended March 31, 2026 results: revenue $6.432 billion, net income $405 million, EPS Basic and diluted net earnings per Class A share were $1.75 and $1.69.

“are versus Q1 2025 unless otherwise noted. Complete financial tables appear at the end of this letter. • Retail units sold totaled 187,393, an increase of 40% • Revenue totaled $6.432 billion, an increase of 52% • Total Gross profit was $1.271 billion, an increase of 37% • Total Gross profit per unit ("GPU") was $6,783, a decrease of $155 • Non-GAAP Total GPU was”

Lemonade, Inc. reported financial results for the three months ended March 31, 2026.

“On April 29, 2026, Lemonade, Inc. (the "Company") announced its financial results for the three months ended March 31, 2026, by issuing a letter to shareholders.”

NCS Multistage Holdings, Inc. reported the quarter ended March 31, 2026 results: revenue $45.6 million, net income $(0.4) million, EPS $(0.14).

“Highway 249, Suite 600 Houston, Texas 77070  PRESS RELEASE  NCS MULTISTAGE HOLDINGS, INC. ANNOUNCES FIRST QUARTER 2026 RESULTS  First Quarter Results  ● Total revenues of $45.6 million, compared to $50.0 million in the same quarter of 2025 ● Net loss of $(0.4) million and loss per share of $(0.14) , compared to net income of $4.1 million and diluted earnings”

Delek US Holdings, Inc. reported first quarter ended March 31, 2026 results: net income net loss of $201.3 million, EPS $(3.34) per share.

“Delek US reported a first quarter net loss of $201.3 million or $(3.34) per share, adjusted net income of $4.7 million or $0.08 per share and adjusted EBITDA of $211.7 million”

VICI PROPERTIES INC. reported the quarter ended March 31, 2026 results: revenue $1.0 billion, net income $872.4 million, EPS $0.82. Guidance raised.

“herein are on a per diluted common share basis unless otherwise stated. First Quarter 2026 Financial and Operating Highlights • Total revenues increased 3.5% year-over-year to $1.0 billion • Net income attributable to common stockholders increased 60.5% year-over-year to $872.4 million and, on a per share basis, increased 58.7% year-over-year to $0.82 due to the”

John Marshall Bancorp, Inc. reported the quarter ended March 31, 2026 results: net income $6.1 million, EPS $0.43.

“Reston, VA – John Marshall Bancorp, Inc. (Nasdaq: JMSB) (the “Company”), parent company of John Marshall Bank (the “Bank”), reported net income of $6.1 million for the quarter ended March 31, 2026 compared to $4.8 million for the quarter ended March 31, 2025, an increase of $1.3 million or 26.8%. Diluted earnings per common share were $0.43 for the quarter ended March 31, 2026 compared to $0.34 for the quarter ended March 31, 2025, an increase of 26.5%. Annualized return on average assets was 1.06% for the quarter ended March 31, 2026 compared to 0.87% for the quarter ended March 31, 2025.”

Industrial Logistics Properties Trust updated its quarter ended March 31, 2026 guidance (initiated).

“On April 29, 2026 , Industrial Logistics Properties Trust, or the Company, issued a summary press release and a detailed earnings presentation announcing the Company's financial results for the quarter ended March 31, 2026.”

Avantor, Inc. reported first fiscal quarter ended March 31, 2026 results: revenue $1,581.4 million, net income $43.3 million, EPS $0.06. Guidance reaffirmed.

“Act of 1933, except as expressly set forth by specific reference in such a filing. --- EX-99.1 (EX-99.1) --- Avantor® Reports First Quarter 2026 Results • Net sales of $1,581 million • Net income of $43 million; Adjusted EBITDA of $219 million • Diluted GAAP EPS of $0.06; adjusted EPS of $0.17 • Operating cash flow of $59 million; free cash flow of $25”