secwatch / observer

Earnings Releases

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

8-K items 2.02 JSON
MWA Mueller Water Products, Inc.

Mueller Water Products, Inc. reported fiscal 2026 second quarter ended March 31, 2026 results: revenue $384.4 million, net income $59.1 million, EPS $0.38 per diluted share. Guidance raised.

“MUELLER WATER PRODUCTS REPORTS 2026 SECOND QUARTER RESULTS Increased Net Sales 5.5% to $384.4 Million Reported Net Income per Diluted Share of $0.38 Achieved Adjusted Net Income per Diluted Share of $0.40 Raises Annual Guidance for Fiscal 2026 Adjusted EBITDA ATLANTA, May 5, 2026 - Mueller Water Products, Inc. (NYSE: MWA), a leading manufacturer and marketer of products and solutions used in the transmission, distribution and measurement of water in North America, announced financial results for its fiscal 2026 second quarter ended March 31, 2026. In the second quarter of 2026, the Company: • Increased net sales 5.5% to $384.4 million as compared with $364.3 million in the prior year quarter • Reported operating income of $80.4 million as compared with $69.9 million in the prior year quarter, and increased adjusted operating income 16.0% to $84.8 million as compared with $73.1 million in the prior year quarter • Reported operating margin of 20.9% as compared with 19.2% in the prior yea”
ATEC Alphatec Holdings, Inc.

Alphatec Holdings, Inc. reported the quarter ended March 31, 2026 results: revenue $192 million, net income ($34) million. Guidance reaffirmed.

“today announced financial results for the quarter ended March 31, 2026, and business highlights. First Quarter 2026 Financial Results Quarter Ended March 31, 2026 Total revenue $192 million GAAP gross margin 71% Non-GAAP gross margin 72% GAAP operating expenses $159 million Non-GAAP operating expenses $132 million GAAP net income / (loss) ($34) million Non-GAAP net”
SUPN SUPERNUS PHARMACEUTICALS, INC.

SUPERNUS PHARMACEUTICALS, INC. reported the first quarter ended March 31, 2026 results: revenue $207.7 million. Guidance reaffirmed.

“Supernus Announces First Quarter 2026 Financial Results • Total revenues were $207.7 million in the first quarter 2026”
KBR KBR, INC.

KBR, INC. reported first quarter fiscal 2026 results: revenue $1.9 billion, net income $102 million, EPS $0.80.

“KBR Reports First Quarter Fiscal 2026 Results First Quarter Fiscal 2026 Results (All comparisons against the first quarter fiscal 2025 unless noted.) • Revenues of $1.9 billion, down 5% due to expected EUCOM contingency runoff • Net income attributable to KBR of $102 million, down 12%; Operating income of $180 million, down 11% with an Operating income margin of 9.4% • Adjusted EBITDA 2 of $251 million, up 1% with an Adjusted EBITDA 2 margin of 13.1% • Diluted EPS attributable to KBR of $0.80, down 9%”
DTIL PRECISION BIOSCIENCES INC

PRECISION BIOSCIENCES INC reported financial results for first quarter ended March 31, 2026.

“Precision BioSciences, Inc. (Nasdaq: DTIL), a clinical stage gene editing company utilizing its novel proprietary ARCUS® platform to develop in vivo gene editing therapies for high unmet need diseases, today reported financial results for the first quarter ended March 31, 2026, and provided a business update.”
PRIM Primoris Services Corp

Primoris Services Corp reported first quarter ended March 31, 2026 results: revenue $1.6 billion, net income $17.4 million, or $0.32 per diluted share, EPS $0.32 per diluted share.

“For the first quarter of 2026, Primoris reported the following highlights (1) : ● Revenue of $1.6 billion, down $0.1 billion, or 5.4%, compared to the first quarter of 2025 primarily driven by lower revenue in the Energy segment, partially offset by growth in the Utilities segment; ● Net income of $17.4 million, or $0.32 per diluted share, down $26.8 million, or $0.49 per diluted share, from the first quarter of 2025;”
DEI Douglas Emmett Inc

Douglas Emmett Inc reported the quarter ended March 31, 2026 results: revenue $251, net income $(2), EPS $0.37. Guidance reaffirmed.

“in our current portfolio can now accommodate 8,000 - 10,000 new units. Comparative Financial Results Quarterly (In millions, except per share data) Q1 2026 Q1 2025 Revenues $251 $252 Net (loss) income attributable to common stockholders $(2) $40 FFO per fully diluted share $0.37 $0.40 AFFO $49 $62 Same Property Cash NOI $152 $155 Leasing: We recorded”
OCGN Ocugen, Inc.

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

“On May 5, 2026, Ocugen, Inc (the “Company”) issued a press release announcing certain financial results for the quarter ended March 31, 2026.”
SMCI Super Micro Computer, Inc.

Super Micro Computer, Inc. reported third quarter of fiscal year 2026 ended March 31, 2026 results: revenue $10.2 billion, net income $483 million, EPS $0.72. Guidance reaffirmed.

“and 5G/Edge, today announced unaudited financial results for its third quarter of fiscal year 2026 ended March 31, 2026. Third Quarter Fiscal Year 2026 Highlights • Net sales of $10.2 billion versus $12.7 billion in Q2'26 and $4.6 billion in Q3'25. • Gross margin of 9.9% versus 6.3% in Q2'26 and 9.6% in Q3'25. • Net income of $483 million versus $401 million in Q2'26”
PTGX Protagonist Therapeutics, Inc

Protagonist Therapeutics, Inc reported first quarter ended March 31, 2026 results: revenue License and collaboration revenue $ 56,368, net income Net income (loss) $ 3,783, EPS Diluted earnings (loss) per share $ 0.05.

“to $646.0 million as of December 31, 2025. Three Months Ended March 31, 2026 2025 (in thousands, except per share amounts) (Unaudited) License and collaboration revenue $ 56,368 $ 28,321 Research and development expense $ 46,739 $ 35,893 General and administrative expense $ 13,277 $ 11,738 Income tax benefit $ 1,502 $ - Net income (loss) $ 3,783 $ (11,655”
SAR SARATOGA INVESTMENT CORP.

SARATOGA INVESTMENT CORP. reported financial results for the quarter and full year ended February 28, 2026.

“On May 5, 2026, Saratoga Investment Corp. issued a press release announcing its financial results for the quarter and full year ended February 28, 2026.”
VCYT VERACYTE, INC.

VERACYTE, INC. reported first quarter ended March 31, 2026 results: revenue $139.1 million, net income $28.7 million.

“Key Financial Highlights For the three-month period ended March 31, 2026, as compared to the same period in 2025: • Increased total revenue by 21% to $139.1 million and testing revenue by 26% to $135.1 million, driven by Decipher growth of 30% to $86.5 million and Afirma growth of 21% to $46.4 million. • Increased total volume by 17% to 47,615 tests and testing volume by 19% to 45,248 tests, driven by Decipher growth of 24% to approximately 28,000 tests and Afirma growth of 12% to approximately 17,200 tests. • Recorded GAAP net income of $28.7 million, or 20.6% of revenue, and delivered adjusted EBITDA of $42.8 million, or 30.8% of revenue.”
GLRE GREENLIGHT CAPITAL RE, LTD.

GREENLIGHT CAPITAL RE, LTD. reported first quarter March 31, 2026 results: revenue $154.1 million, net income $35.8 million, EPS $1.05.

“Gross premiums written decreased 8% to $227.9 million; • Net premiums earned decreased 8% to $154.1 million; • Net underwriting income of $6.2 million, compared to an underwriting loss of $7.8 million; • Combined ratio of 96.0%, compared to 104.6%; • Total investment income of $40.4 million, compared to $40.5 million; • Net income of $35.8 million, or $1.05 per diluted ordinary share, compared to net income of $29.6 million, or $0.86 per diluted ordinary share; • Repurchased $5 million of ordinary shares at an average cost of $16.70 per share; and • Fully diluted book value per share increased 4.7% to $21.40, from $20.43 at December 31, 2025.”
OCUL OCULAR THERAPEUTIX, INC

OCULAR THERAPEUTIX, INC reported financial results for first quarter ended March 31, 2026.

“On May 5, 2026, Ocular Therapeutix, Inc. announced its financial results for the quarter ended March 31, 2026.”
AMWL American Well Corp

American Well Corp reported Q2 2026 results: revenue $48- $52 million. Guidance initiated.

“The company also provided financial guidance for Q2 2026 Revenue and adjusted EBITDA: • Q2 revenue in the range of $48- $52 million • Q2 adjusted EBITDA in the range of ($4) – ($2) million.”
AMWL American Well Corp

American Well Corp reported 2026 full year results: revenue $195 to $205 million. Guidance reaffirmed.

“The company reaffirmed its 2026 revenue and AMG visits guidance and updated its Adjusted EBITDA outlook: • Revenue in the range of $195 to $205 million • AMG visits between 1.32 and 1.37 million • Adjusted EBITDA in the range of between ($16) million to ($12) million.”
AMWL American Well Corp

American Well Corp reported Q1 2026 results: revenue Recorded Total Revenue of $54.9 million, net income Net loss was ($10.3) million.

“Recorded Total Revenue of $54.9 million exceeding the previously provided financial guidance for Q1 o Achieved subscription revenue of $24.9 million o Recorded Amwell Medical Group (“AMG”) visit revenue of $28.9 million • Reported gross margin of 51% • Net loss was ($10.3) million, compared to ($25.2) million in fourth quarter of 2025, continuously moving from quarter to quarter in a favorable trajectory”
DHX DHI GROUP, INC.

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

“On May 5, 2026, DHI Group, Inc. (the “Company”) reported its results of operations for the fiscal quarter ended March 31, 2026. A copy of the press release issued by the Company concerning the foregoing is furnished herewith as Exhibit 99.1 and is incorporated herein by reference.”
OPLN OPENLANE, Inc.

OPENLANE, Inc. reported three months ended March 31, 2026 results: revenue $528 million, net income $49 million. Guidance raised.

“• Revenue of $528 million, representing 15% YoY growth, driven by 22% growth in auction and related fees • Net income of $49 million, representing 33% YoY growth • Adjusted EBITDA of $97 million, representing 17% YoY growth”
ACIC AMERICAN COASTAL INSURANCE Corp

AMERICAN COASTAL INSURANCE Corp reported financial results for first quarter ended March 31, 2026.

“American Coastal Insurance Corporation (Nasdaq: ACIC) ("ACIC" or the "Company"), a property and casualty insurance holding company, today reported its financial results for the first quarter ended March 31, 2026.”
KKR KKR & Co. Inc.

KKR & Co. Inc. reported financial results for the quarter ended March 31, 2026.

“On May 5, 2026, KKR & Co. Inc. issued an earnings release announcing its financial results for the quarter ended March 31, 2026.”
GPK GRAPHIC PACKAGING HOLDING CO

GRAPHIC PACKAGING HOLDING CO reported first quarter 2026 results: revenue $2,156 million, net income ($43) million, EPS $(0.14) per diluted share. Guidance reaffirmed.

“GPK) ("Graphic Packaging" or the "Company"), a global leader in sustainable consumer packaging, today reported first quarter 2026 results. Net Sales in first quarter 2026 were $2,156 million, versus $2,120 million in first quarter 2025. Net Loss in first quarter 2026 was ($43) million, or $(0.14) per diluted share, versus Net Income of $127 million, or $0.42 per”
EFC Ellington Financial Inc.

Ellington Financial Inc. reported the quarter ended March 31, 2026 results: net income Net income attributable to common stockholders of $95.5 million, or $0.78 per common share., EPS $0.78 per common share.

“Ellington Financial Inc. Reports First Quarter 2026 Results OLD GREENWICH, Connecticut—May 5, 2026 Ellington Financial Inc. (NYSE: EFC) ("we") today reported financial results for the quarter ended March 31, 2026. Highlights • Net income attributable to common stockholders of $95.5 million, or $0.78 per common share.”
AMC AMC ENTERTAINMENT HOLDINGS, INC.

AMC ENTERTAINMENT HOLDINGS, INC. reported first quarter ended March 31, 2026 results: revenue $1,045.4 million, net income $(117.1) million, EPS $(0.22).

“● Total revenues were $1,045.4 million compared to $862.5 million. ● Net loss was $(117.1) million compared to $(202.1) million.”
OCSL Oaktree Specialty Lending Corp

Oaktree Specialty Lending Corp reported second fiscal quarter ended March 31, 2026 results: revenue $70.4 million, net income $34.4 million, EPS $0.39 per share.

“today announced its financial results for the second fiscal quarter ended March 31, 2026. Financial Highlights for the Quarter Ended March 31, 2026 • Total investment income was $70.4 million ($0.80 per share) for the second fiscal quarter of 2026 as compared to $75.1 million ($0.85 per share) for the first fiscal quarter of 2026. Adjusted total investment income was”
SLRC SLR Investment Corp.

SLR Investment Corp. reported for the quarter ended March 31, 2026 results: net income $17.9 million or $0.33 per share, EPS $0.33 per share.

“NEW YORK, May 05, 2026 (GLOBE NEWSWIRE) -- SLR Investment Corp. (NASDAQ: SLRC) (the “Company”, “SLRC”, “we”, “us”, or “our”) today reported net investment income (“NII”) of $17.9 million, or $0.33 per share, for the first quarter of 2026. On May 5, 2026, the Board declared a quarterly distribution of $0.31 per share payable on June 26, 2026, to holders of record”
ATOM Atomera Inc

Atomera Inc reported the first quarter ended March 31, 2026 results: net income ($6.1) million, or ($0.17) per basic and diluted share, EPS ($0.17) per basic and diluted share.

“With this additional capital we are in a strong position to enable our customers to bring MST-enabled products to market.” Financial Results The Company incurred a net loss of ($6.1) million, or ($0.17) per basic and diluted share in the first quarter of 2026, compared to a net loss of ($5.2) million, or ($0.14) per basic and diluted share, for the first”
MG Mistras Group, Inc.

Mistras Group, Inc. reported first quarter ended March 31, 2026 results: revenue $169.0 million, net income $2.4 million, EPS $0.07.

“• Revenue of $169.0 million , an increase of 4.6%, driven by strong growth of 35.5% in Aerospace & Defense • Gross profit of $ 44.7 million , reflecting a gross profit margin of 26.5%, an increase of 120 basis points • Income from Operations of $4.7 million, an increase of $5.7 million, or 562.6% • GAAP net income of $2.4 million, with earnings per diluted share of $0.07 • Adjusted EBITDA of $14.3 million”
BFAM BRIGHT HORIZONS FAMILY SOLUTIONS INC.

BRIGHT HORIZONS FAMILY SOLUTIONS INC. reported the first quarter of 2026 results: revenue $712 million, net income $34 million, EPS $0.62. Guidance reaffirmed.

“First Quarter 2026 Highlights (compared to First Quarter 2025): • Revenue of $712 million (increase of 7%) • Income from operations of $65 million (increase of 4%) • Net income of $34 million and diluted earnings per common share of $0.62 (decreases of 10% and 6%, respectively)”
WK WORKIVA INC

WORKIVA INC reported first quarter ended March 31, 2026 results: revenue $247 million, net income $19 million, EPS $0.33 per diluted share. Guidance initiated.

“Total revenue for the first quarter of 2026 reached $247 million, an increase of 20% from $206 million in the first quarter of 2025.”
PMT PennyMac Mortgage Investment Trust

PennyMac Mortgage Investment Trust reported first quarter of 2026 results: revenue net investment income of $82.1 million, net income net income attributable to common shareholders of $14.2 million, EPS $0.16 per common share.

“PennyMac Mortgage Investment Trust (NYSE: PMT) today reported net income attributable to common shareholders of $14.2 million, or $0.16 per common share for the first quarter of 2026, on net investment income of $82.1 million.”
OTTR Otter Tail Corp

Otter Tail Corp reported first quarter of 2026 results: EPS $1.73. Guidance reaffirmed.

“Produced diluted earnings per share of $1.73 in the first quarter of 2026.”
IQV IQVIA HOLDINGS INC.

IQVIA HOLDINGS INC. reported the quarter ended March 31, 2026 results: revenue $4,151 million, net income $274 million, EPS $1.61. Guidance raised.

“IQVIA Reports First-Quarter 2026 Results • Revenue of $4,151 million, up 8.4% year-over-year • GAAP Net Income of $274 million, Adjusted EBITDA of $932 million • GAAP Diluted Earnings per Share of $1.61, Adjusted Diluted Earnings per Share of $2.90”
ADPT Adaptive Biotechnologies Corp

Adaptive Biotechnologies Corp updated its full year 2026 guidance (raised).

“Raising full year 2026 MRD revenue guidance to a new range of $260 million to $270 million, implying annual growth of 22% to 27%.”
ADPT Adaptive Biotechnologies Corp

Adaptive Biotechnologies Corp reported the quarter ended March 31, 2026 results: revenue $70.9 million, net income $20.0 million.

“First Quarter 2026 Financial Results Revenue was $70.9 million for the quarter ended March 31, 2026, representing a 35% increase from the first quarter in the prior year. Excluding revenue recognized under the Genentech Agreement, which did not generate revenue in the quarter ended March 31, 2026, revenue for the current quarter increased 45% from the first quarter in the prior year. MRD revenue was $67.1 million for the quarter, representing a 53% increase from the first quarter in the prior year. Immune Medicine revenue was $3.8 million for the quarter, representing a 57% decrease from the first quarter in the prior year. Excluding revenue from the Genentech Agreement, Immune Medicine revenue for the quarter ended March 31, 2026 decreased 26% from the first quarter in the prior year. Operating expenses for the first quarter of 2026 were $90.1 million, compared to $82.0 million in the first quarter of the prior year, representing an increase of 10%. Interest and other income, net was”
CHRD Chord Energy Corp

Chord Energy Corp reported the quarter ended March 31, 2026 results: net income $108.6MM, EPS $4.56/diluted share. Guidance raised.

“in-line with the midpoint of guidance; • Realizations: Gas realizations were favorable, reflecting seasonally strong regional benchmark prices; • Profitability: Net income was $108.6MM and Adjusted Net Income (1) was $258.9MM ($4.56/diluted share); and • Cash Generation: Net cash provided by operating activities was $507.5MM, Adjusted EBITDA (1) was $713.0MM”
HRZN Horizon Technology Finance Corp

Horizon Technology Finance Corp reported financial results for first quarter ended March 31, 2026.

“On May 5, 2026, Horizon Technology Finance Corporation (the “ Company ”) issued a press release announcing its financial results for the three months ended March 31, 2026.”
PFX PhenixFIN Corp

PhenixFIN Corp reported the second fiscal quarter of 2026 results: revenue $5.2 million, net income $0.7 million.

“Total investment income was $5.2 million of which $5.0 million was attributable to portfolio interest and dividend income and $0.2 million was attributable to fee and other income. Total net expenses were $4.5 million and total net investment income was $0.7 million.”
SDGR Schrodinger, Inc.

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

“On May 5, 2026, Schrödinger, Inc. (the “Company”) issued a press release announcing its financial results for the first quarter ended March 31, 2026.”
GBLI Global Indemnity Group, LLC

Global Indemnity Group, LLC reported three months ended March 31, 2026 results: net income $4.1 million, EPS $0.29 per share.

“"Company") today reported financial results for the three months ended March 31, 2026. Operating income was $8.3 million, or $0.57 per share, compared to an operating loss of $4.1 million, or ($0.30) per share in 2025. Net income available to common shareholders was $4.1 million, or $0.29 per share, compared to a net loss of $4.1 million, or ($0.30) per share in”
HII HUNTINGTON INGALLS INDUSTRIES, INC.

HUNTINGTON INGALLS INDUSTRIES, INC. reported the first quarter of fiscal 2026 results: revenue $3.1 billion, net income $149 million, EPS $3.79 diluted earnings per share. Guidance reaffirmed.

“Quarter 2026 Results NEWPORT NEWS, Va. (May 5, 2026) - HII (NYSE: HII) today reported results for the first quarter of fiscal 2026. Highlights • First quarter revenues were $3.1 billion • First quarter net earnings were $149 million or $3.79 diluted earnings per share • Completed builder’s sea trials for aircraft carrier John F. Kennedy (CVN 79) • New collective”
TSLX Sixth Street Specialty Lending, Inc.

Sixth Street Specialty Lending, Inc. reported first quarter ended March 31, 2026 results: net income net loss of $0.27 per share, EPS $0.42 per share.

“Sixth Street Specialty Lending, Inc. (NYSE: TSLX, or the “Company”) today reported net investment income of $0.42 per share and net loss of $0.27 per share for the first quarter ended March 31, 2026.”
SSSS SURO CAPITAL CORP.

SURO CAPITAL CORP. reported financial results for the fiscal quarter ended March 31, 2026.

“SuRo Capital Corp. (“SuRo Capital”, the “Company”, “we”, “us”, and “our”) (Nasdaq: SSSS ) today announced its financial results for the first quarter ended March 31, 2026.”
KOS Kosmos Energy Ltd.

Kosmos Energy Ltd. reported first quarter of 2026 results: revenue $371 million, net income generated a net loss of $226 million, or $0.45 per diluted share, EPS $0.45 per diluted share. Guidance reaffirmed.

“2026. FIRST QUARTER 2026 AND POST QUARTER END HIGHLIGHTS • Net Production (2) : ~74,800 barrels of oil equivalent per day (boepd), up ~25% versus first quarter 2025 • Revenues: $371 million, or $55.81 per boe (excluding the impact of derivative cash settlements) • Production expense: $131 million (or $19.66 per boe), down ~22% versus first quarter 2025 (~$167”
MPC Marathon Petroleum Corp

Marathon Petroleum Corp reported first quarter of 2026 results: net income $511 million, EPS $1.73 per diluted share.

“expressly stated in such a filing. --- EX-99.1 (EX-99.1) --- Marathon Petroleum Corp. Reports First-Quarter 2026 Results • First-quarter net income attributable to MPC of $511 million, or $1.73 per diluted share, adjusted net income of $487 million, or $1.65 per diluted share • Cash from operations of $1.1 billion, reflecting safe and reliable performance”
LIND LINDBLAD EXPEDITIONS HOLDINGS, INC.

LINDBLAD EXPEDITIONS HOLDINGS, INC. reported full year 2026 results: revenue $800 - $850 million. Guidance initiated.

“The Company’s current expectations for the full year 2026 are as follows: ● Tour revenues of $800 - $850 million ● Adjusted EBITDA of $130 - $140 million”
LIND LINDBLAD EXPEDITIONS HOLDINGS, INC.

LINDBLAD EXPEDITIONS HOLDINGS, INC. updated its first quarter ended March 31, 2026 guidance (reaffirmed).

“On May 5, 2026, the Company issued a press release announcing its financial results for its first quarter ended March 31, 2026.”
RARE Ultragenyx Pharmaceutical Inc.

Ultragenyx Pharmaceutical Inc. reported the quarter ended March 31, 2026 results: revenue $136 million. Guidance reaffirmed.

“Higa ir@ultragenyx.com Media Jess Rowlands media@ultragenyx.com Ultragenyx Reports First Quarter 2026 Financial Results and Corporate Update First quarter total revenue of $136 million, Crysvita® revenue of $93 million and Dojolvi® revenue of $18 million Reaffirm 2026 financial guidance, including total revenue of $730 million to $760 million and combined R&D”
ALKS Alkermes plc.

Alkermes plc. reported the three months ended March 31, 2026 results: revenue $392.9 Million, net income GAAP Net Loss of $66.5 Million. Guidance lowered.

“Alkermes plc Reports First Quarter 2026 Financial Results — First Quarter Revenues of $392.9 Million; GAAP Net Loss of $66.5 Million and Adjusted EBITDA of $80.3 Million”
APTV Aptiv PLC

Aptiv PLC updated its Q2 and Full Year 2026 guidance (initiated).

“The Company’s second quarter and full year 2026 financial guidance is as follows.”

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.