secwatch / observer

Earnings Releases

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

8-K items 2.02 JSON
CDNA CareDx, Inc.

CareDx, Inc. reported the first quarter ended March 31, 2026 results: revenue $118 million, net income $3 million, EPS $0.05. Guidance raised.

“for transplant patients and caregivers, today reported financial results for the first quarter ended March 31, 2026. First Quarter 2026 Financial Highlights · Revenue of $118 million, an increase of 39% year-over-year · Testing services revenue of $91 million, an increase of 48% year-over-year, and testing services volume of approximately 54,900, an increase”
UCTT Ultra Clean Holdings, Inc.

Ultra Clean Holdings, Inc. reported the first quarter ended March 27, 2026 results: revenue $533.7 million, net income net loss was $(17.9) million or $(0.40) per diluted share, EPS $(0.40) per diluted share. Guidance initiated.

“driving efficiencies across our global footprint positions us well to deliver sustained growth over the long-term.” First Quarter 2026 GAAP Financial Results Total revenue was $533.7 million. Products contributed $465.7 million and Services added $68.0 million. Total gross margin was 15.8%, operating margin was 2.1%, and net loss was $(17.9) million or $(0.40) per”
FSBC FIVE STAR BANCORP

FIVE STAR BANCORP reported the three months ended March 31, 2026 results: net income $18.6 million, EPS $0.87 per share.

“Five Star Bancorp (Nasdaq: FSBC) (“Five Star” or the “Company”), a holding company that operates through its wholly owned banking subsidiary, Five Star Bank (the “Bank”), today reported net income of $18.6 million for the three months ended March 31, 2026”
TMUS T-Mobile US, Inc.

T-Mobile US, Inc. reported the quarter ended March 31, 2026 results: revenue $18.8 billion, net income $2.5 billion, EPS $2.27. Guidance raised.

“Average Revenue Per Account (“ARPA”) of $151.93 grew 3.9% year-over-year Translating Strong Account Growth into Durable and Profitable Financial Growth (1) • Service revenues of $18.8 billion grew 11% year-over-year, industry-leading growth • Postpaid service revenues of $15.6 billion grew 15% year-over-year, industry-leading growth • Net income of $2.5 billion”
ARCC ARES CAPITAL CORP

ARES CAPITAL CORP reported the first quarter ended March 31, 2026 results: net income $ 92, EPS $ 0.13.

“income(1) $ 398 $ 0.55 $ 365 $ 0.54 Net realized gains (losses)(1) $ 106 $ 0.15 $ (61) $ (0.09) Net unrealized losses(1) $ (412) $ (0.57) $ (63) $ (0.09) GAAP net income(1) $ 92 $ 0.13 $ 241 $ 0.36 As of (dollar amounts in millions, except per share data) March 31, 2026 December 31, 2025 Portfolio investments at fair value $ 29,499 $ 29,485 Total assets $”
EXR Extra Space Storage Inc.

Extra Space Storage Inc. reported the three months ended March 31, 2026 results: net income $ 240,977, EPS $1.14 per diluted share.

“shown in thousands, except share and per share data): For the Three Months Ended March 31, 2026 2025 (per share) 1 (per share) 1 Net income attributable to common stockholders $ 240,977 $ 1.14 $ 270,875 $ 1.28 Impact of the difference in weighted average number of shares – diluted 2 (0.04) (0.06) Adjustments: Real estate depreciation 170,895 0.77 159,170 0.72”
EXLS ExlService Holdings, Inc.

ExlService Holdings, Inc. reported three months ended March 31, 2026 results: revenue $570.4 million, EPS $0.43. Guidance raised.

“for purposes of Section 18 of the Securities Exchange Act of 1934, as amended. --- EX-99.1 (EX-99.1) --- EXL REPORTS 2026 FIRST QUARTER RESULTS 2026 First Quarter Revenue of $570.4 Million, up 13.8% year-over-year Q1 Diluted EPS (GAAP) of $0.43, up 5.7% from $0.40 in Q1 of 2025 Q1 Adjusted Diluted EPS (Non-GAAP) (1) of $0.58, up 20.2% from $0.48 in Q1 of 2025 New”
IVT InvenTrust Properties Corp.

InvenTrust Properties Corp. updated its 2026 guidance (lowered).

“InvenTrust has updated its 2026 guidance, as summarized in the following table.”
IVT InvenTrust Properties Corp.

InvenTrust Properties Corp. reported financial results for three months ended March 31, 2026.

“Net Income for the three months ended March 31, 2026 was $5.2 million, or $0.07 per diluted share, compared to $6.8 million, or $0.09 per diluted share, for the same period in 2025.”
IVT InvenTrust Properties Corp.

InvenTrust Properties Corp. reported quarter ended March 31, 2026 results: net income 5.2 million, EPS 0.07.

“For the three months ended March 31, 2026 and 2025, the Company reported Net Income of $5.2 million, or $0.07 per diluted share, and Net Income of $6.8 million, or $0.09 per diluted share, respectively.”
MX MAGNACHIP SEMICONDUCTOR Corp

MAGNACHIP SEMICONDUCTOR Corp reported first quarter 2026 results: revenue $46.2 million, net income Loss from continuing operations (4,697), EPS Diluted Loss per Common Share (0.13).

“for First Quarter 2026 Q1 Results Summary • Consolidated revenue from continuing operations (which includes Power Analog Solutions (“PAS”) and Power IC (“PIC”) businesses) was $46.2 million, approximately at the mid-point of our guidance range of $44.0 to $48.0 million. • Revenue grew by 3.3% year over year and 13.9% quarter over quarter. • Consolidated gross profit”
Federal Home Loan Bank of Indianapolis

Federal Home Loan Bank of Indianapolis reported the quarter ended March 31, 2026 results: net income $81 million.

“Net income was $81 million, a net increase of $6 million compared to the corresponding period in the prior year.”
VRNS VARONIS SYSTEMS INC

VARONIS SYSTEMS INC updated its first quarter ended March 31, 2026 guidance (raised).

“On April 28, 2026, Varonis Systems, Inc. issued a press release announcing its financial results for the first quarter ended March 31, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference.”
HRI HERC HOLDINGS INC

HERC HOLDINGS INC reported first quarter ended March 31, 2026 results: revenue $1,139 million, net income Net loss of $24 million, EPS $0.72 loss per diluted share. Guidance reaffirmed.

“First Quarter 2026 Highlights – Equipment rental revenue of $981 million increased 33% – Total revenues of $1,139 million increased 32% – Net loss of $24 million, or $0.72 loss per diluted share, and adjusted net income of $7 million, or $0.21 per diluted share – Adjusted EBITDA of $448 million increased 33% with adjusted EBITDA margin flat at 39% – Free cash flow of $94 million nearly doubled compared to $49 million in the prior year”
CBNA CHAIN BRIDGE BANCORP INC

CHAIN BRIDGE BANCORP INC reported first quarter of 2026 (Three Months Ended March 31, 2026) results: net income $7.1 million, EPS $1.08 per basic and diluted common share outstanding.

““Bank”), today announced financial results for the first quarter of 2026. First Quarter 2026 Financial Highlights (Three Months Ended March 31, 2026): • Consolidated Net Income: $7.1 million • Earnings Per Share: $1.08 per basic and diluted common share outstanding • Return on Average Equity: 16.56% (on an annualized basis) • Return on Average Assets: 1.59% (on an”
V VISA INC.

VISA INC. reported fiscal second quarter ended March 31, 2026 results: revenue $11.2B, net income $6.0B, EPS $3.14 per share.

“Results San Francisco, CA, April 28, 2026 – Visa (NYSE: V) • GAAP net income of $6.0B or $3.14 per share and non-GAAP net income of $6.3B or $3.31 per share • Net revenue of $11.2B, an increase of 17%, or 16% on a constant-dollar basis • Growth in payments volume, cross-border volume and processed transactions was strong • Share repurchases and dividends”
NXPI NXP Semiconductors N.V.

NXP Semiconductors N.V. reported first quarter 2026 results: revenue $3.18 billion, net income $1,122, EPS $4.43.

“April 28, 2026 – NXP Semiconductors N.V. (NASDAQ: NXPI) today reported financial results for the first quarter, which ended March 29, 2026. “NXP delivered quarterly revenue of $3.18 billion, up 12% year over year, with broad-based improvement across all of our focus end markets, led by our company-specific growth drivers. Our growth reflects sustained investment,”
MRDN Meridian Holdings Inc./NV

Meridian Holdings Inc./NV reported the first quarter ended March 31, 2026 results: revenue $50.1 million, net income $2.2 million, EPS $0.18 per diluted share.

“Meridian Holdings Reports Q1 2026 Financial Results Revenue Up 17% Year-Over-Year to $50.1 Million Returns to Profitability with Net Income of $2.2 Million Adjusted EBITDA Up 26% Year-Over-Year to $6.3 Million, Exceeding Guidance”
CLW Clearwater Paper Corp

Clearwater Paper Corp reported first quarter ended March 31, 2026 results: revenue $360 million, net income $13 million, or $0.80 per diluted share, EPS $(0.80) per diluted share.

“supplier of bleached paperboard to North American converters today reported financial results for the first quarter ended March 31, 2026. FIRST QUARTER HIGHLIGHTS • Net sales of $360 million versus $378 million in the first quarter of 2025, with volume up 5%, offset by lower market pricing • Net loss of $13 million, or $0.80 per diluted share versus net loss of $6”
SEVN Seven Hills Realty Trust

Seven Hills Realty Trust reported the quarter ended March 31, 2026 results: EPS Distributable Earnings of $0.24 per share.

“Seven Hills Realty Trust (Nasdaq: SEVN) today announced its financial results for the quarter ended March 31, 2026”
ENPH Enphase Energy, Inc.

Enphase Energy, Inc. reported the first quarter of 2026 results: revenue $282.9 million, net income GAAP net loss of $7.4 million, EPS GAAP diluted loss per share of $0.06.

“today financial results for the first quarter of 2026, which included the summary below from its President and CEO, Badri Kothandaraman. We reported quarterly revenue of $282.9 million in the first quarter of 2026, along with 43.9% for non-GAAP gross margin. We shipped approximately 1.41 million microinverters, or 627.6 megawatts DC, and 103.1 megawatt hours”
TWO TWO HARBORS INVESTMENT CORP.

TWO HARBORS INVESTMENT CORP. reported the fiscal quarter ended March 31, 2026 results: net income $ 19,477, EPS $ 0.18.

“age basic common share Annualized return on average common equity Earnings Per weighted average basic common share Annualized return on average common equity Comprehensive (Loss) Income $ (24,714) $ (0.24) (8.4) % $ 50,429 $ 0.48 17.2 % GAAP Net Income (Loss) $ 19,477 $ 0.18 6.6 % $ (1,325) $ (0.02) (0.5) % Earnings Available for Distribution (1) $ 35,756 $ 0.34 12.2 % $ 27,435 $ 0.26 9.4 % Operating Metrics Dividend per common share $ 0.34 $ 0.34 Annualized dividend yield (2) 11.9 % 13.0 % Book value per common share at period end $ 10.57 $ 11.13 Economic return on book value (3) (2.0) % 3.9 % Operating expenses, excluding non-cash LTIP amortization and merger-related costs (4) $ 39,391 $ 43,699 Operating expenses, excluding non-cash LTIP amortization and merger-related costs, as a percentage of average equity (4) 8.8 % 9.7 % _______________ (1) Earnings Available for Distribution, or E”
GM General Motors Co

General Motors Co reported first-quarter 2026 results: revenue $43.6 billion, net income $2.6 billion. Guidance raised.

“GM releases 2026 first-quarter results, declares quarterly dividend DETROIT – General Motors (NYSE: GM) today reported first-quarter 2026 revenue of $43.6 billion, net income attributable to stockholders of $2.6 billion, and EBIT-adjusted of $4.3 billion. The company is raising its full-year 2026 EBIT adjusted guidance due to a favorable adjustment of approximately $0.5 billion resulting from the U.S. Supreme Court decision regarding certain U.S. tariffs that were paid under the International Emergency Economic Powers Act.”
STEL Stellar Bancorp, Inc.

Stellar Bancorp, Inc. reported first quarter of 2026 results: net income $27.0 million, EPS $0.53 per diluted share.

“STELLAR BANCORP, INC. REPORTS FIRST QUARTER 2026 RESULTS HOUSTON, April 28, 2026 - Stellar Bancorp, Inc. (the “Company” or “Stellar”) (NYSE: STEL) today reported net income of $27.0 million, or diluted earnings per share of $0.53, for the first quarter of 2026, compared to net income of $26.1 million, or diluted earnings per share of $0.51, for the fourth quarter of”
PEB Pebblebrook Hotel Trust

Pebblebrook Hotel Trust reported the full year 2026 results: net income ($6.0) to $6.0 million, EPS $1.60 to $1.70. Guidance raised.

“2026 OUTLOOK ▪ Net income (loss): ($6.0) to $6.0 million ▪ Same-Property Total RevPAR Growth Rate: 3.0% to 5.0%; midpoint increased by 75 bps ▪ Adjusted EBITDA re : $336.0 to $348.0 million; midpoint increased by $10.0 million ▪ Adjusted FFO per diluted share: $1.60 to $1.70; midpoint increased by $0.09”
PEB Pebblebrook Hotel Trust

Pebblebrook Hotel Trust reported the three months ended March 31, 2026 results: net income ($18.4) million, EPS $0.32.

“Net loss: ($18.4) million ▪ Same-Property Hotel EBITDA: $82.2 million, $8.2 million above the high end of the Company’s outlook ▪ Adjusted EBITDA re : $73.3 million, $9.3 million above the outlook’s high end ▪ Adjusted FFO per diluted share: $0.32, exceeding the outlook’s high end by $0.09”
ST Sensata Technologies Holding plc

Sensata Technologies Holding plc reported financial results for first quarter ended March 31, 2026.

“On April 28, 2026, Sensata Technologies Holding plc (the "Company") issued a press release announcing its financial results for the first quarter ended March 31, 2026.”
EBMT Eagle Bancorp Montana, Inc.

Eagle Bancorp Montana, Inc. reported financial results for the quarter ended March 31, 2026.

“On April 28, 2026, Eagle Bancorp Montana, Inc. announced its results of operations for the quarter ended March 31, 2026.”
STAG STAG Industrial, Inc.

STAG Industrial, Inc. reported first quarter of 2026 results: net income $62.0 million, EPS $0.32.

“per basic and diluted common share for the first quarter of 2026, compared to $0.49 of net income per basic and diluted common share for the first quarter of 2025. Reported $62.0 million of net income attributable to common stockholders for the first quarter of 2026, compared to net income attributable to common stockholders of $91.3 million for the first quarter”
QUAD Quad/Graphics, Inc.

Quad/Graphics, Inc. reported first quarter ended March 31, 2026 results: revenue $581 million, net income $6 million, EPS $0.13 Diluted Earnings Per Share. Guidance reaffirmed.

“company that solves complex marketing challenges for its clients, today reported results for the first quarter ended March 31, 2026. Recent Highlights • Realized Net Sales of $581 million in the first quarter of 2026 compared to $629 million in the first quarter of 2025, representing a 7.7% decline in Net Sales or a 4.3% decline in Net Sales excluding the February”
AAT American Assets Trust, Inc.

American Assets Trust, Inc. reported first quarter ended March 31, 2026 results: net income $5.1 million for the first quarter, or $0.08 per diluted share, EPS $0.08 per diluted share.

“Net income available to common stockholders of $5.1 million for the first quarter, or $0.08 per diluted share.”
APAM Artisan Partners Asset Management Inc.

Artisan Partners Asset Management Inc. reported the quarter ended March 31, 2026 results: revenue $303.0, net income $58.0, EPS $0.76.

“or as otherwise noted) Assets Under Management (amounts in billions) Ending $ 173.0 $ 179.9 $ 162.4 Average 182.4 180.9 166.7 Consolidated Financial Results (GAAP) Revenues $ 303.0 $ 335.5 $ 277.1 Operating income 94.2 131.5 86.5 Operating margin 31.1 % 39.2 % 31.2 % Net income attributable to Artisan Partners Asset Management Inc. $ 58.0 $ 94.8 $ 61.1 Basic”
XYL Xylem Inc.

Xylem Inc. reported first-quarter 2026 results: revenue $2.1 billion, net income $193 million, EPS $0.79. Guidance reaffirmed.

“Xylem Inc. (NYSE: XYL), a leading global water solutions company dedicated to solving the world’s most challenging water issues, today reported first-quarter 2026 results. The Company delivered total revenue of $2.1 billion, on strong execution. First-quarter earnings per share were up 14 percent on a reported basis and 9 percent on an adjusted basis.”
SFBC Sound Financial Bancorp, Inc.

Sound Financial Bancorp, Inc. reported the first quarter ended March 31, 2026 results: net income net income of $1.6 million, EPS $0.61 diluted earnings per share.

“WA, April 28, 2026 — Sound Financial Bancorp, Inc. (the "Company") (Nasdaq: SFBC), the holding company for Sound Community Bank (the "Bank"), today reported net income of $1.6 million for the quarter ended March 31, 2026, or $0.61 diluted earnings per share, compared to net income of $2.2 million, or $0.87 diluted earnings per share, for the quarter ended”
SSTK Shutterstock, Inc.

Shutterstock, Inc. reported the fiscal period ended March 31, 2026 results: revenue $199.2 million, net income Net loss was $47.6 million, EPS Net loss per diluted common share was $1.34.

“brands and $5.2 million was from our Backgrid and Splash branded content. First Quarter 2026 highlights as compared to First Quarter 2025: Financial Highlights • Revenues were $199.2 million compared to $242.6 million. • Net loss was $47.6 million compared to net income of $18.7 million. • Net loss per diluted common share was $1.34 compared to net income per diluted”
TRU TransUnion

TransUnion reported financial results for quarter ended March 31, 2026.

“On April 28, 2026, TransUnion (the “Company”) issued a press release announcing results for the quarter ended March 31, 2026.”
RITM Rithm Capital Corp.

Rithm Capital Corp. reported first quarter ended March 31, 2026 results: net income $67.8 million, EPS $0.12 per diluted common share.

“GAAP net income of $67.8 million, or $0.12 per diluted common share”
PREM Premier Air Charter Holdings Inc.

Premier Air Charter Holdings Inc. reported the fiscal year ended December 31, 2025 results: revenue approximately $31.9 million.

“company in the private aviation sector, announced the filing of its Annual Report on Form 10 - K for the fiscal year ended December 31, 2025. Premier generated approximately $31.9 million in revenue in 2025, reflecting a strong 54% year - over - year increase from $20.8 million in 2024. The results for December 31, 2025, demonstrate strong top-line growth and”
ALLE Allegion plc

Allegion plc reported full-year 2026 results: revenue 6% to 8%, EPS $7.95 to $8.15. Guidance raised.

“Operations and Financial Condition On April 28, 2026, Allegion plc (the “Company”) issued a press release announcing its first quarter 2026 results. The information in this Form 8-K and the exhibit attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the”
ALLE Allegion plc

Allegion plc reported first quarter 2026 results: EPS $1.80.

“Allegion reported first-quarter 2026 net revenues of $1,033.6 million and net earnings of $138.1 million, or $1.59 per share.”
LGIH LGI Homes, Inc.

LGI Homes, Inc. reported the three months ended March 31, 2026 results: revenue $319.7 million, net income $2.2 million, EPS $0.09 basic EPS and $0.09 diluted EPS. Guidance raised.

“the spring selling season have reinforced our confidence in the year ahead. “In the first quarter, we delivered a total of 916 homes. 881 home closings contributed to revenue of $319.7 million and 35 currently or previously leased homes were recognized in other income. Notably, our average sales price per home closed increased nearly 3% to approximately $362,924,”
ATEN A10 Networks, Inc.

A10 Networks, Inc. reported first quarter ended March 31, 2026 results: revenue $75.0 million, net income $12.0 million, or $0.17 per diluted share, EPS $0.17 per diluted share. Guidance reaffirmed.

“A10 Networks Reports Financial Results for the First Quarter of 2026 Strong Demand for AI Infrastructure Drives 13.4% Revenue Growth SAN JOSE, Calif., April 28, 2026 -- A10 Networks, Inc. (NYSE: ATEN), a leading provider of secure application services and solutions, today announced financial results for its first quarter ended March 31, 2026. First Quarter 2026 Financial Summary • Quarterly revenue of $75.0 million (up 13.4% year-over-year). • GAAP gross margin of 79.6%; non-GAAP gross margin of 80.6%. • GAAP net income of $12.0 million, or $0.17 per diluted share, non-GAAP net income of $17.7 million, or $0.24 per diluted share. • Non-GAAP Adjusted EBITDA of $22.5 million, representing 30.0% of revenue.”
HLT Hilton Worldwide Holdings Inc.

Hilton Worldwide Holdings Inc. reported the quarter ended March 31, 2026 results: net income $383 million, EPS $1.66. Guidance raised.

“its first quarter 2026 results. Highlights include: • Diluted EPS was $1.66 for the first quarter, and diluted EPS, adjusted for special items, was $2.01 • Net income was $383 million for the first quarter • Adjusted EBITDA was $901 million for the first quarter • System-wide comparable RevPAR increased 3.6 percent, on a currency neutral basis, for the first”
ESI Element Solutions Inc

Element Solutions Inc updated its full year 2026 guidance (raised).

“The Company now expects full year 2026 adjusted EBITDA to be in the range of $665 million to $685 million”
ESI Element Solutions Inc

Element Solutions Inc reported the three months ended March 31, 2026 results: revenue Net sales of $840 million, net income Reported net income of $56 million, EPS GAAP diluted EPS was $0.23. Guidance raised.

“by specific reference to such filing. --- EX-99.1 (EX-99.1) --- Element Solutions Inc Reports Record Quarterly Results and Increases 2026 Full Year Guidance • Net sales of $840 million, an increase of 41% on a reported basis or 10% on an organic basis from the first quarter of 2025 • Reported net income of $56 million, compared to $98 million in the same period”
CZR Caesars Entertainment, Inc.

Caesars Entertainment, Inc. reported first quarter ended March 31, 2026 results: revenue GAAP net revenues of $2.9 billion, net income GAAP net loss of $98 million.

“Caesars Entertainment, Inc., (NASDAQ: CZR) (“Caesars,” “CZR,” “CEI” or the “Company”) today reported operating results for the first quarter ended March 31, 2026. First Quarter 2026 and Recent Highlights: • GAAP net revenues of $2.9 billion versus $2.8 billion for the comparable prior-year period. • GAAP net loss of $98 million compared to a net loss of $115 million for the comparable prior-year period.”
NXRT NexPoint Residential Trust, Inc.

NexPoint Residential Trust, Inc. reported financial results for first quarter ended March 31, 2026.

“In a press release dated April 28, 2026, NexPoint Residential Trust, Inc. (the “Company”) announced financial results for the Company’s first quarter ended March 31, 2026.”
PJT PJT Partners Inc.

PJT Partners Inc. reported first quarter ended March 31, 2026 results: revenue $418 million, EPS GAAP Diluted EPS of $2.21.

“PJT Partners Inc. Reports Record First Quarter 2026 Results; Announces $800 Million Repurchase Authorization First Quarter Overview > Record First Quarter Revenues, Pretax Income and EPS – Revenues of $418 million, an increase of 29% from a year ago – GAAP Pretax Income of $80 million and Adjusted Pretax Income of $84 million, increases of 53% and 49%, respectively, from a year ago – GAAP Diluted EPS of $2.21 and Adjusted EPS of $1.54, increases of 11% and 47%, respectively, from a year ago”
MBIN Merchants Bancorp

Merchants Bancorp reported first quarter of 2026 results: net income $67.7 million, EPS $1.25 per diluted share.

“Merchants Bancorp Reports First Quarter 2026 Results For Release April 28, 2026 · First quarter 2026 net income of $67.7 million”
TRTX TPG RE Finance Trust, Inc.

TPG RE Finance Trust, Inc. reported the quarter ended March 31, 2026 results: net income $15.2 million, EPS $0.19 per common share.

“Recognized GAAP net income attributable to common stockholders of $15.2 million, or $0.19 per common share, based on a diluted weighted average share count of 79.1 million common shares.”

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.