secwatch / observer

Earnings Releases

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

8-K items 2.02 JSON
APTV Aptiv PLC

Aptiv PLC reported first quarter of 2026 results: revenue $5.1 billion, net income $189 million, EPS $0.88 per diluted share.

“business, which completed its spin-off into a new publicly traded company, Versigent, on April 1, 2026. First Quarter Financial Highlights Include : • U.S. GAAP revenue of $5.1 billion, an increase of 5% ◦ Revenue increased 1% adjusted for currency exchange and commodity movements • U.S. GAAP net income of $189 million • Adjusted EBITDA of $752 million • U.S.”
MQ Marqeta, Inc.

Marqeta, Inc. reported the quarter ended March 31, 2026 results: revenue $166 million, net income $8 million.

“quarter ended March 31, 2026. The Company reported Total Processing Volume (TPV) of $112 billion, representing a year-over-year increase of 33%. Marqeta reported Net Revenue of $166 million and Gross Profit of $118 million, both growing 19% year-over-year. GAAP Net Income for the quarter was $8 million and Adjusted EBITDA was $33 million. “Our first quarter results”
USAC USA Compression Partners, LP

USA Compression Partners, LP reported first-quarter 2026 results: revenue $331.3 million, net income $38.3 million. Guidance reaffirmed.

“USA Compression Partners Reports First-Quarter 2026 Results; Confirms 2026 Outlook DALLAS, Texas, May 5, 2026 — USA Compression Partners, LP (NYSE: USAC) (“USA Compression” or the “Partnership”) announced today its financial and operating results for first-quarter 2026. Financial Highlights • Total revenues of $331.3 million for first-quarter 2026, compared to $245.2 million for first-quarter 2025. • Net income was $38.3 million for first-quarter 2026, compared to $20.5 million for first-quarter 2025.”
VAC MARRIOTT VACATIONS WORLDWIDE Corp

MARRIOTT VACATIONS WORLDWIDE Corp reported the first quarter of 2026 results: net income $22 million, EPS $0.64. Guidance reaffirmed.

“First Quarter 2026 Highlights • Contract sales were $411 million in the quarter, a 2% decline compared to the prior year. • Net income attributable to common stockholders was $22 million compared to $56 million in the prior year and diluted earnings per share was $0.64 compared to $1.46 in the prior year. • Adjusted net income attributable to common stockholders”
VTOL Bristow Group Inc.

Bristow Group Inc. reported the quarter ended March 31, 2026 results: revenue $388.7 million, net income $13.1 million, EPS $0.44 per diluted share.

“reference in such a filing. --- EX-99.1 (EX-99.1) --- BRISTOW GROUP REPORTS FIRST QUARTER 2026 RESULTS Houston, Texas May 5, 2026 First Quarter Highlights • Total revenues of $388.7 million in Q1 2026 compared to $377.3 million in Q4 2025 • Net income of $13.1 million, or $0.44 per diluted share, in Q1 2026 compared to net income of $18.4 million, or $0.61 per”
VOYA Voya Financial, Inc.

Voya Financial, Inc. reported the three months ended March 31, 2026 results: net income $165 million, EPS $1.75 per diluted share.

“May 5, 2026 — Voya Financial, Inc. (NYSE: VOYA) announced today its first-quarter 2026 financial results: • First quarter 2026 net income available to common shareholders of $165 million, or $1.75 per diluted share, up 23% from the prior year. • First quarter 2026 after-tax adjusted operating earnings 1 of $214 million, or $2.26 per diluted share, up 13% from the”
FRSH Freshworks Inc.

Freshworks Inc. reported first quarter ended March 31, 2026 results: revenue $228.6 million, EPS $(0.02).

“long-term value to shareholders and customers through sustainable growth and increased profitability." First Quarter 2026 Financial Summary Results • Revenue: Total revenue was $228.6 million, representing growth of 16% compared to total revenue of $196.3 million in the first quarter of 2025, and 14% adjusting for constant currency. • GAAP (Loss) from Operations: GAAP”
ETN Eaton Corp plc

Eaton Corp plc reported first quarter 2026 results: revenue $7.5 billion, EPS $2.22. Guidance raised.

“Eaton Corporation plc (NYSE:ETN) today announced that first quarter 2026 earnings per share were $2.22. Excluding charges of $0.29 per share related to intangible amortization, $0.22 per share related to acquisitions and divestitures, and $0.08 per share related to a multi-year restructuring program, adjusted earnings per share were $2.81, a first quarter record. Sales in the quarter were $7.5 billion, a record and up 17% from the first quarter of 2025.”
MPLX MPLX LP

MPLX LP reported first-quarter 2026 results: net income $912 million.

“MPLX LP (NYSE: MPLX) today reported first-quarter 2026 net income attributable to MPLX of $912 million, compared with $1,126 million for the first quarter of 2025.”
SUN Sunoco LP

Sunoco LP reported the first fiscal quarter ended March 31, 2026 results: net income $644 million.

“--- News Release Sunoco LP and SunocoCorp LLC Report Strong First Quarter 2026 Financial and Operating Results • Reports strong first quarter results, including net income of $644 million, Adjusted EBITDA (1) of $867 million, excluding one-time transaction-related expenses (2) , and Distributable Cash Flow, as adjusted (1) , of $535 million • Increases quarterly”
RPD Rapid7, Inc.

Rapid7, Inc. reported the fiscal quarter ended March 31, 2026 results: revenue $210 million, net income $1.1 million or $0.02 per diluted share, EPS $0.02 per diluted share.

“in such filing. --- EX-99.1 (EX-99.1) --- Rapid7 Announces First Quarter 2026 Financial Results • Annualized recurring revenue (“ARR”) of $832 million • Total revenue of $210 million; Product subscriptions revenue of $204 million • GAAP loss from operations of $0.6 million; Non-GAAP operating income of $24 million • Net cash provided by operating activities”
COMP Compass, Inc.

Compass, Inc. reported first quarter ended March 31, 2026 results: revenue $2.70 billion, net income $22 million. Guidance raised.

“very pleased with our Q1 2026 results, which reflect our first quarter as a combined company following the close of the Anywhere transaction on January 9, 2026. We delivered $2.70 billion in Revenue, Adjusted EBITDA1 of $61 million and ended the quarter with $484 million in cash. Looking ahead, we remain acutely focused on OPEX control, executing against our cost”
TRVI Trevi Therapeutics, Inc.

Trevi Therapeutics, Inc. reported the quarter ended March 31, 2026 results: net income Net loss: For the first quarter of 2026, the Company reported a net loss of $13.2 million, compared to a net loss of $10.

“For the first quarter of 2026, the Company reported a net loss of $13.2 million, compared to a net loss of $10.3 million in the same period in 2025.”
INTA Intapp, Inc.

Intapp, Inc. reported financial results for its third quarter ended March 31, 2026.

“On May 5, 2026, Intapp, Inc. issued a press release announcing its financial results for its third quarter ended March 31, 2026.”
XPRO EXPRO GROUP HOLDINGS N.V.

EXPRO GROUP HOLDINGS N.V. reported the three months ended March 31, 2026 results: revenue $368 million, net income Net loss of $1 million. Guidance reaffirmed.

“revolving credit facility • Acquisition expected to close during the third quarter of 2026, subject to customary closing conditions First Quarter 2026 Highlights • Revenue was $368 million • Net loss of $1 million • Adjusted EBITDA 1 of $63 million with an Adjusted EBITDA margin 1 of 17.1% • Cash flow from operations of $25 million, or 7% of revenues • Adjusted”
FLYW Flywire Corp

Flywire Corp reported First quarter ended March 31, 2026 results: revenue $188.1 million, net income $12.5 million. Guidance raised.

“● Revenue increased 41.0% to $188.1 million in the First quarter of 2026, compared to $133.5 million in the First quarter of 2025. ● Gross Profit increased to $106.8 million, resulting in Gross Margin of 56.8%, for the First quarter of 2026, compared to Gross Profit of $80.5 million and Gross Margin of 60.3% in the First quarter of 2025. ● Net income was $12.5 million in the First quarter of 2026, compared to net loss of ($4.2) million in the First quarter of 2025.”
DOCN DigitalOcean Holdings, Inc.

DigitalOcean Holdings, Inc. reported the fiscal quarter ended March 31, 2026 results: revenue $258 million, net income $16 million, EPS $0.15. Guidance raised.

“Results Raising 2026 and 2027 revenue outlook on strong customer demand and incremental committed capacity; 2027 revenue growth now expected to exceed 50% Q1 2026 Revenue of $258 million grew 22% year-over-year Million+ Dollar Customer ARR grew 179% year-over-year to $183 million AI Customer ARR grew 221% year-over-year to $170 million Delivered record $62”
QURE uniQure N.V.

uniQure N.V. reported financial results for first quarter of 2026.

“uniQure N.V. (NASDAQ: QURE), a leading gene therapy company advancing transformative therapies for patients with severe medical needs, today reported its financial results for the first quarter of 2026 and highlighted recent progress across its business.”
VRDN Viridian Therapeutics, Inc.\DE

Viridian Therapeutics, Inc.\DE reported financial results for first quarter ended March 31, 2026.

“On May 5, 2026, Viridian Therapeutics, Inc. issued a press release reporting financial results for the quarter ended March 31, 2026.”
SHOP SHOPIFY INC.

SHOPIFY INC. reported quarter ended March 31, 2026 results: revenue 3,170.

“Selected Business Performance Information (1) (In US $ millions, except percentages) Three months ended March 31, 2026 March 31, 2025 GMV 100,743 74,750 MRR 212 182 Revenue 3,170 2,360”
ANET Arista Networks, Inc.

Arista Networks, Inc. reported first quarter ended March 31, 2026 results: revenue $2.709 billion, EPS GAAP and non-GAAP diluted earnings per share of $0.80 and $0.87.

“Revenue of $2.709 billion, an increase of 8.9% compared to the fourth quarter of 2025, and an increase of 35.1% from the first quarter of 2025. • GAAP and non-GAAP operating margin of 42.7% and 47.8%, respectively, compared to GAAP and non-GAAP operating margin of 42.8% and 47.8% in the first quarter of 2025. • GAAP and non-GAAP diluted earnings per share of $0.80 and $0.87”
RYAM RAYONIER ADVANCED MATERIALS INC.

RAYONIER ADVANCED MATERIALS INC. reported quarter ended March 28, 2026 results: revenue $319 million, net income $81 million, EPS $(1.22) per diluted share.

“RYAM Reports First Quarter 2026 Results • Net Sales for the quarter of $319 million, down $34 million from prior year quarter • Net Loss for the quarter of $81 million, a decline of $49 million from prior year quarter”
NERV Minerva Neurosciences, Inc.

Minerva Neurosciences, Inc. reported first quarter ended March 31, 2026 results: net income Net loss for the three months ended March 31, 2026 was $125.4 million, or $2.86 per basic and diluted share, EPS $2.86 per basic and diluted share.

“today reported financial and business updates for the first quarter ended March 31, 2026.”
CBT CABOT CORP

CABOT CORP reported fiscal 2026 results: EPS $6.00 to $6.50. Guidance reaffirmed.

“we are reaffirming our Adjusted EPS guidance for the full year to be in the range of $6.00 to $6.50 per share.”
CBT CABOT CORP

CABOT CORP reported second quarter fiscal year 2026 results: EPS $1.61.

“For the second quarter of fiscal 2026, net income attributable to Cabot Corporation was $68 million ($1.27 per common share).”
WLKP Westlake Chemical Partners LP

Westlake Chemical Partners LP reported first quarter of 2026 results: net income $14.2 million, EPS $0.40 per limited partner unit.

“Westlake Chemical Partners LP (NYSE: WLKP) (the "Partnership") today reported net income attributable to the Partnership in the first quarter of 2026 of $14.2 million, or $0.40 per limited partner unit”
QRVO Qorvo, Inc.

Qorvo, Inc. reported fiscal 2026 fourth quarter ended March 28, 2026 results: revenue $808.3 million, EPS $0.32.

“On a GAAP basis, revenue for Qorvo's fiscal 2026 fourth quarter was $808.3 million, gross margin was 48.9%, operating income was $31.5 million, and diluted earnings per share was $0.32.”
LMB Limbach Holdings, Inc.

Limbach Holdings, Inc. reported quarter ended March 31, 2026 results: revenue $138.9 million, net income $4.4 million, EPS $0.36 per diluted share. Guidance reaffirmed.

“Total revenue increased 4.3% to $138.9 million from $133.1 million • Owner Direct Relationships (“ODR”) revenue increased 10.4%, or $9.4 million, to $99.8 million, or 71.9% of total revenue • Total sales booked during the quarter were $209.1 million, generating a book-to-bill ratio of 1.5x • Net income of $4.4 million, or $0.36 per diluted share, compared to $10.2 million, or $0.85 per diluted share”
AVNS AVANOS MEDICAL, INC.

AVANOS MEDICAL, INC. reported financial results for the three months ended March 31, 2026.

“On May 5, 2026, Avanos Medical, Inc. issued a press release announcing its results of operations for the three months ended March 31, 2026.”
KE Kimball Electronics, Inc.

Kimball Electronics, Inc. reported third quarter ended March 31, 2026 results: revenue $352.9 million. Guidance reaffirmed.

“strategy. We believe this could be a powerful combination for the future of our Company.” Richard D. Phillips Chief Executive Officer Third Quarter 2026 Highlights • Revenue of $352.9 million, a sequential increase of 3.4% compared to Q2 • Sales in the medical vertical increased 10.2% versus the prior quarter • Operating income of $11.8 million, or 3.3% of net sales,”
CRC California Resources Corp

California Resources Corp updated its the three months ended March 31, 2026 guidance (raised).

“On May 5, 2026, California Resources Corporation (the “Company”) issued a press release announcing its financial condition and results of operations for the three months ended March 31, 2026.”
MCRB Seres Therapeutics, Inc.

Seres Therapeutics, Inc. reported the quarter ended March 31, 2026 results: net income Net loss was $19.9 million for the first quarter of 2026.

“Seres Therapeutics, Inc. announced its financial results for the quarter ended March 31, 2026 and provided operational updates.”
PCOR PROCORE TECHNOLOGIES, INC.

PROCORE TECHNOLOGIES, INC. reported the fiscal quarter ended March 31, 2026 results: revenue $359 million. Guidance raised.

“to deliver durable and profitable growth to ultimately compound our north star metric: free cash flow per share.” First Quarter 2026 Financial Highlights: • Revenue was $359 million, an increase of 16% year-over-year. • GAAP gross margin was 80% and non-GAAP gross margin was 84%. • GAAP operating margin was (4%) and non-GAAP operating margin was 17%. •”
NSA National Storage Affiliates Trust

National Storage Affiliates Trust reported the quarter ended March 31, 2026 results: net income $27.7 million, EPS $0.16.

“Reported net income of $27.7 million for the first quarter of 2026, an increase of 41.8% compared to the first quarter of 2025. Reported diluted earnings per share of $0.16 for the first quarter of 2026 compared to $0.10 for the first quarter of 2025.”
BSM Black Stone Minerals, L.P.

Black Stone Minerals, L.P. reported first quarter of 2026 results: revenue $117.5 million, net income $13.3 million.

“is an increase of 15% from $30.63 per Boe in the fourth quarter of 2025 and a 4% increase from $33.94 in the first quarter of 2025. Black Stone reported oil and gas revenue of $117.5 million (46% oil and condensate) for the first quarter of 2026, an increase of 30% from $90.5 million in the fourth quarter of 2025. Oil and gas revenue in the first quarter of 2025 was”
COGT Cogent Biosciences, Inc.

Cogent Biosciences, Inc. reported the first quarter ended March 31, 2026 results: net income Net loss was $97.4 million for the first quarter of 2026 compared to a net loss of $72.0 million for the first quarter o.

“On May 5, 2026, Cogent Biosciences, Inc., a Delaware corporation (the “Company”), issued a press release announcing its financial results for the three months ended March 31, 2026.”
TLN Talen Energy Corp

Talen Energy Corp updated its first quarter 2026 guidance (reaffirmed).

“On May 5, 2026, Talen Energy Corporation (“Talen”) announced via press release its first quarter 2026 financial and operating results.”
CC Chemours Co

Chemours Co reported first quarter 2026 results: revenue $1.4 billion, net income Net Loss attributable to Chemours of $29 million, or $0.19 per diluted share, EPS $0.19 per diluted share.

“and Advanced Performance Materials (“APM”), today announced its financial results for the first quarter 2026. Key First Quarter 2026 Results & Recent Highlights 1 • Net Sales of $1.4 billion, slightly up compared to the corresponding prior-year quarter, with TSS reporting record first quarter results, with continued double-digit year-over-year sales growth in”
CHCT Community Healthcare Trust Inc

Community Healthcare Trust Inc reported the three months ended March 31, 2026 results: net income approximately $2.5 million, or $0.07 per diluted common share, EPS $0.07 per diluted common share.

“Community Healthcare Trust Incorporated (NYSE: CHCT ) (the "Company") today announced results for the three months ended March 31, 2026. The Company reported net income for the three months ended March 31, 2026 of approximately $2.5 million, or $0.07 per diluted common share.”
ENR ENERGIZER HOLDINGS, INC.

ENERGIZER HOLDINGS, INC. reported second fiscal quarter ended March 31, 2026 results: revenue $643.3 million, net income $10.1 million, EPS $0.15. Guidance reaffirmed.

“& Investor Relations 314-985-2349 Jonathan.Poldan@energizer.com Energizer Holdings, Inc. Announces Fiscal 2026 Second Quarter Results Second Quarter Highlights • Net sales of $643.3 million, -3.0% to prior year • Gross Margin of 40.2% and 44.4% on an adjusted basis, inclusive of a $47.6 million tariff refund benefit (1) • Earnings per share of $0.15 & Adjusted”
PYPL PayPal Holdings, Inc.

PayPal Holdings, Inc. reported first quarter ending March 31, 2026 results: revenue $8.4 billion, EPS $1.21.

“put the company on a more durable path to long-term growth and shareholder value creation, and we are executing with urgency.” Enrique Lores President and CEO ————————————————————————————————————————————— 1Q'26 Financial Results • Net revenues increased 7% to $8.4 billion; 5% currency-neutral (“FXN”). • Transaction margin dollars 1 (“TM$”) increased 3% to $3.8 billion; TM$ excluding interest on customer balances 1,2 increased 3% to $3.5 billion.”
LITE Lumentum Holdings Inc.

Lumentum Holdings Inc. reported fiscal third quarter ended March 28, 2026 results: revenue $808.4 million, net income $144.2 million, or $1.50 per diluted share, EPS $1.50 per diluted share.

“set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- NEWS RELEASE LUMENTUM ANNOUNCES THIRD QUARTER OF FISCAL YEAR 2026 FINANCIAL RESULTS • Net revenue of $808.4 million • GAAP gross margin of 44.2%; Non-GAAP gross margin of 47.9% • GAAP operating margin of 21.6%; Non-GAAP operating margin of 32.2% • GAAP diluted net income per share of $1.50;”
SYRE Spyre Therapeutics, Inc.

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

“On May 5, 2026, Spyre Therapeutics, Inc. (the “Company”) issued a press release announcing its financial results for the first quarter ended March 31, 2026.”
OKUR OnKure Therapeutics, Inc.

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

“OnKure Therapeutics, Inc. issued a press release reporting financial results for the quarter ended March 31, 2026.”
SGRY Surgery Partners, Inc.

Surgery Partners, Inc. reported Full year 2026 results: revenue $3.35 billion to $3.45 billion. Guidance reaffirmed.

“The Company reaffirmed its outlook for 2026 revenues to be in the range of $3.35 billion to $3.45 billion and Adjusted EBITDA of at least $530 million.”
SGRY Surgery Partners, Inc.

Surgery Partners, Inc. reported first quarter ended March 31, 2026 results: revenue $810.9 million, net income $35.9 million. Guidance reaffirmed.

“return the business to consistent growth, while delivering on long-term shareholder value.” First Quarter 2026 Results Revenues for the first quarter of 2026 increased 4.5% to $810.9 million compared to $776.0 million for the first quarter of 2025. Same-facility revenues for the first quarter of 2026 increased 4.4% as compared to the same period in prior year, with a”
PMTS CPI Card Group Inc.

CPI Card Group Inc. reported the quarter ended March 31, 2026 results: revenue $147.1 million, net income $2.1 million, EPS $0.17 diluted earnings per share. Guidance reaffirmed.

“First Quarter Revenue Increased 20% to $147 Million Net Income Decreased 57% to $2 Million due to Non-recurring Integration Costs; Adjusted EBITDA Increased 9% to $23 Million”
UPST Upstart Holdings, Inc.

Upstart Holdings, Inc. reported Q1 2026 results: revenue $308 million, net income ($6.6) million, EPS ($0.07). Guidance reaffirmed.

“Quarter 2026 Highlights • Transaction Volume: 425,356 loans originated, up 77% year-over-year (“YoY”). Total originations were roughly $3.4 billion, up 61% YoY. • Total Revenue: $308 million, up 44% YoY. Revenue from fees was $277 million, up 49% YoY. • Loss from Operations: ($7.5) million, compared to ($4.5) million in Q1 2025. • Net Loss: ($6.6) million, compared”
RYTM RHYTHM PHARMACEUTICALS, INC.

RHYTHM PHARMACEUTICALS, INC. reported first quarter ended March 31, 2026 results: revenue $60.1 million.

“Revenue from global sales of IMCIVREE was $60.1 million for the first quarter of 2026”
EDIT Editas Medicine, Inc.

Editas Medicine, Inc. reported the first quarter 2026 results: net income net loss attributable to common stockholders was $25.0 million , or $0.26 per share.

“expenditure requirements into the third quarter of 2027. First Quarter 2026 • For the three months ended March 31, 2026 , net loss attributable to common stockholders was $25.0 million , or $0.26 per share, compared to net loss of $76.1 million , or $0.92 per share, for the same period in 2025 . • Collaboration and other research and development revenues”

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.