secwatch / observer

Earnings Releases

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

8-K items 2.02 JSON
APPF APPFOLIO INC

APPFOLIO INC reported first quarter ended March 31, 2026 results: revenue $262 million. Guidance raised.

“Our ability to expand both customer value and financial performance continues to grow." Financial Highlights for First Quarter of 2026 • Revenue grew 20% year-over-year to $262 million. • Total units under management grew 8% year-over-year to 9.5 million. • GAAP operating income grew 50% to $51 million, or 19.4% of revenue, compared to $34 million, or 15.5% of”
ASPS ALTISOURCE PORTFOLIO SOLUTIONS S.A.

ALTISOURCE PORTFOLIO SOLUTIONS S.A. reported the quarter ended March 31, 2026 results: revenue Service revenue of $45.1 million, net income Net loss attributable to Altisource of $(0.6) million, EPS Diluted loss per share of $(0.06).

“said William B. Shepro, Chairman and Chief Executive Officer. First Quarter 2026 Highlights (2) Company, Corporate and Financial : • First quarter Service revenue of $45.1 million was $4.2 million, or 10%, higher than the same quarter of 2025 • First quarter Income before income taxes and non-controlling interests of $0.4 million was a $4.9 million”
MSBI Midland States Bancorp, Inc.

Midland States Bancorp, Inc. reported first quarter of 2026 results: net income net income available to common shareholders of $16.2 million, EPS $0.74 per diluted share.

“Midland States Bancorp, Inc. (Nasdaq: MSBI) (the “Company”) today reported net income available to common shareholders of $16.2 million, or $0.74 per diluted share, for the first quarter of 2026”
PECO Phillips Edison & Company, Inc.

Phillips Edison & Company, Inc. reported the period ended March 31, 2026 results: net income $30.4 million, EPS $0.24 per diluted share. Guidance raised.

“Phillips Edison & Company Reports First Quarter 2026 Results CINCINNATI - April 23, 2026 - Phillips Edison & Company, Inc. (Nasdaq: PECO) (“PECO” or the “Company”), one of the nation’s largest owners and operators of high-quality, grocery-anchored neighborhood shopping centers, today reported financial and operating results for the period ended March 31, 2026 and updated full year 2026 earnings guidance. For the three months ended March 31, 2026, net income attributable to stockholders was $30.4 million, or $0.24 per diluted share.”
CUBI Customers Bancorp, Inc.

Customers Bancorp, Inc. reported the quarter ended March 31, 2026 results: net income $69.7 million, EPS $1.97 per diluted share.

“Marketing Officer 646-315-2017 Customers Bancorp Reports Results for First Quarter 2026 First Quarter 2026 Highlights • Q1 2026 net income available to common shareholders was $69.7 million, or $1.97 per diluted share; ROAA was 1.13% and ROCE was 13.16%. • Q1 2026 core earnings* 1 were $69.4 million, or $1.97 per diluted share; Core ROAA* was 1.13% and Core ROCE*”
ORC Orchid Island Capital, Inc.

Orchid Island Capital, Inc. reported three month period ended March 31, 2026 results: revenue $57.1 million, net income $(20.0) million, EPS $(0.11) per common share.

“the three month period ended March 31, 2026 . First Quarter 2026 Results ● Net loss of $(20.0) million , or $0.11 per common share, which consists of: ● Net interest income of $57.1 million , or $0.30 per common share ● Total expenses of $7.4 million , or $0.04 per common share ● Net realized and unrealized losses of $69.6 million , or $0.37 per common share, on”
FBIZ FIRST BUSINESS FINANCIAL SERVICES, INC.

FIRST BUSINESS FINANCIAL SERVICES, INC. reported quarter ended March 31, 2026 results: net income net income available to common shareholders of $12.0 million, EPS earnings per share ("EPS") of $1.44.

“First Business Financial Services, Inc. (the "Company", the "Bank", or "First Business Bank") (Nasdaq: FBIZ) reported quarterly net income available to common shareholders of $12.0 million, or earnings per share ("EPS") of $1.44.”
ENVA Enova International, Inc.

Enova International, Inc. reported first quarter ended March 31, 2026 results: revenue $875 million, net income $91 million, or $3.46 per diluted share, EPS $3.46 per diluted share.

“Grasshopper’s deposit businesses. We remain well positioned to deliver sustainable and profitable growth this year and beyond.” First Quarter 2026 Summary • Total revenue of $875 million increased 17% from $746 million in the first quarter of 2025. • Net revenue margin of 60% compared to 57% in the first quarter of 2025, reflecting continued solid credit”
ESQ Esquire Financial Holdings, Inc.

Esquire Financial Holdings, Inc. reported first quarter of 2026 results: revenue $40.5 million, net income $12.2 million, EPS $1.40 per diluted share.

“litigation platform growth, despite significant declines in short-term market interest rates from their highs in 2023. Total revenue increased $6.7 million, or 19.8%, to $40.5 million, when compared to the prior year quarter. ● Loan growth on a linked quarter basis was $56.7 million, or 13% annualized, totaling $1.82 billion, despite litigation related loan”
HTB HomeTrust Bancshares, Inc.

HomeTrust Bancshares, Inc. reported first quarter of the year ending December 31, 2026 results: net income $16.8 million, EPS $0.99 per diluted share.

“HomeTrust Bancshares, Inc. (NYSE: HTB) ("Company"), the holding company of HomeTrust Bank ("Bank"), today announced preliminary net income for the first quarter of the year ending December 31, 2026 and an increase in its quarterly cash dividend. For the quarter ended March 31, 2026 compared to the quarter ended December 31, 2025: • net income was $16.8 million compared to $16.1 million; • diluted earnings per share ("EPS") were $0.99 compared to $0.93;”
WSBF Waterstone Financial, Inc.

Waterstone Financial, Inc. reported the quarter ended March 31, 2026 results: net income $6.0 million, EPS $0.34 per diluted share.

“for the Three Months Ended March 31, 2026 . WAUWATOSA, WI – 4/23/26– Waterstone Financial, Inc. (NASDAQ: WSBF), holding company for WaterStone Bank, reported net income of $6.0 million, or $0.34 per diluted share, for the quarter ended March 31, 2026 compared to $3.0 million, or $0.17 per diluted share, for the quarter ended March 31, 2025 . Net income totaled”
REXR Rexford Industrial Realty, Inc.

Rexford Industrial Realty, Inc. reported the first quarter of 2026 results: net income $87.9 million, EPS $0.38 per diluted share. Guidance raised.

“the first quarter of 2026. First Quarter 2026 Financial and Operational Highlights (all comparisons to First Quarter 2025) • Net income attributable to common stockholders of $87.9 million, or $0.38 per diluted share, as compared to $68.3 million, or $0.30 per diluted share. • Company share of Core FFO of $139.8 million, a decrease of 0.9%. • Company share of Core”
VABK Virginia National Bankshares Corp

Virginia National Bankshares Corp reported the quarter ended March 31, 2026 results: net income $5.3 million, EPS $0.97 per diluted share.

“Virginia National Bankshares Corporation (NASDAQ: VABK) (the “Company”) today reported quarterly net income of $5.3 million, or $0.97 per diluted share, for the quarter ended March 31, 2026”
FPH Five Point Holdings, LLC

Five Point Holdings, LLC reported the three months ended March 31, 2026 results: revenue $13.6 million, net income net loss of $5.0 million. Guidance reaffirmed.

“Consolidated revenues of $13.6 million; consolidated net loss of $5.0 million.”
LADR Ladder Capital Corp

Ladder Capital Corp reported the quarter ended March 31, 2026 results: net income $3.2 million, EPS $0.02 of diluted earnings per share.

“For the three months ended March 31, 2026, GAAP income before taxes was $3.2 million, or $0.02 of diluted earnings per share ("EPS"), and distributable earnings was $28.0 million, or $0.22 of distributable EPS.”
KN Knowles Corp

Knowles Corp reported the quarter ending June 30, 2026 results: revenue $152 to $162 million, EPS $0.18 to $0.22. Guidance initiated.

“The forward looking guidance for the quarter ending June 30, 2026 on a continuing operations basis, with the exception of Net cash provided by operating activities, is as follows: GAAP Adjustments Non-GAAP Revenues from continuing operations $152 to $162 million — $152 to $162 million Diluted earnings per share from continuing operations $0.18 to $0.22 $0.10 $0.28 to $0.32 Net cash provided by operating activities $20 to $30 million — $20 to $30 million”
KN Knowles Corp

Knowles Corp reported the quarter ended March 31, 2026 results: revenue $153 million, EPS $0.13.

“Q1 Revenues Increased 16% on a Year over Year Basis to $153 million Q1 Diluted EPS from Continuing Operations increased $0.13 on a Year over Year Basis Q1 Non-GAAP Diluted EPS from Continuing Operations Increased 50% on a Year over Year Basis to $0.27”
KRNY Kearny Financial Corp.

Kearny Financial Corp. reported the quarter ended March 31, 2026 results: net income $10.1 million, EPS $0.16 per diluted share.

“Kearny Financial Corp. (NASDAQ GS: KRNY) (the “Company”), the holding company of Kearny Bank (the “Bank”), reported net income for the quarter ended March 31, 2026 of $10.1 million, or $0.16 per diluted share”
COUR Coursera, Inc.

Coursera, Inc. reported the quarter ended March 31, 2026 results: revenue $195.7, net income $(20.5), EPS $(0.12). Guidance reaffirmed.

“designed for the AI era.” Key Financial Results ($ millions, except per share data, unaudited) Three Months Ended March 31, 2026 2025 YoY Change GAAP Financial Measures Revenue $ 195.7 $ 179.3 9 % Gross profit $ 108.6 $ 97.9 11 % Gross profit margin 55.5 % 54.6 % 90 bps Net loss $ (20.5) $ (7.8) (163) % Net loss per share $ (0.12) $ (0.05) (150) % Net loss”
BSTT Blackstone Real Estate Income Trust, Inc.

Blackstone Real Estate Income Trust, Inc. reported preliminary financial results for the three months ended March 31, 2026.

“Certain Preliminary Estimated Unaudited Financial Results for the Three Months ended March 31, 2026”
KNSL Kinsale Capital Group, Inc.

Kinsale Capital Group, Inc. reported the first quarter of 2026 results: revenue Net earned premiums were $406.9 million, net income net income of $112.6 million, EPS $4.88 per diluted share.

“Kinsale Capital Group, Inc. (NYSE: KNSL) reported net income of $112.6 million, $4.88 per diluted share, for the first quarter of 2026 compared to $89.2 million, $3.83 per diluted share, for the first quarter of 2025.”
LBRT Liberty Energy Inc.

Liberty Energy Inc. reported first quarter ended March 31, 2026 results: revenue $1.0 billion, net income $23 million, EPS $0.14.

“• Revenue of $1.0 billion, a 4% year-over-year increase • Net income of $23 million, or $0.14 fully diluted earnings per share (“EPS”)”
OPBK OP Bancorp

OP Bancorp reported first quarter ended March 31, 2026 results: revenue 24,555, net income $ 7,234, EPS $ 0.48.

“($ in thousands, except per share data) As of and For the Quarter First Quarter Highlights 1Q2026 4Q2025 1Q2025 Comparisons reflect 1Q26 vs. 4Q25 Income Statement: Income Statement Net interest income $ 20,523 $ 20,863 $ 17,418 • Revenue continued to grow. • Net income increased 3%, benefiting from higher revenue and reductions in both provision and noninterest expenses. • Diluted EPS improved modestly by $0.01. Noninterest income 4,032 3,418 4,816 Revenue 24,555 24,281 22,234 Provision for credit losses 412 463 736 Noninterest expense 14,233 14,293 13,814 Net income $ 7,234 $ 7,038 $ 5,560 Diluted Earnings Per Share (“EPS”) $ 0.48 $ 0.47 $ 0.37”
BCML BayCom Corp

BayCom Corp reported first quarter of 2026 results: net income $8.2 million, EPS $0.75 per diluted common share.

“BayCom Corp (“BayCom” or the “Company”) (NASDAQ: BCML), the holding company for United Business Bank (the “Bank” or “UBB”), announced earnings of $8.2 million, or $0.75 per diluted common share, for the first quarter of 2026”
MRBK Meridian Corp

Meridian Corp reported First Quarter 2026 results: net income $4.7 million, EPS $0.39 per diluted share.

“Net income for the quarter ended March 31, 2026 was $4.7 million, or $0.39 per diluted share”
RBKB Rhinebeck Bancorp, Inc.

Rhinebeck Bancorp, Inc. reported the quarter ended March 31, 2026 results: net income $2.2 million ($0.20 per basic and diluted share).

“Rhinebeck Bancorp, Inc. (the “Company”) (NASDAQ: RBKB), the holding company of Rhinebeck Bank (the “Bank”), reported net income for the three months ended March 31, 2026 of $2.2 million ($0.20 per basic and diluted share), which was $72,000, or 3.1%, lower than the comparable prior year period of $2.3 million ($0.21 per basic and diluted share). ​ The decrease”
DOW DOW INC.

DOW INC. reported the first quarter of 2026 results: revenue $9.8 billion, net income $445 million, EPS $0.74.

“Net sales were $9.8 billion, down 6% year-over-year, reflecting flat sales in Performance Materials & Coatings and declines in the other operating segments.”
RMBI Richmond Mutual Bancorporation, Inc.

Richmond Mutual Bancorporation, Inc. reported first quarter of 2026 results: net income $2.8 million, EPS $0.28 diluted earnings per share.

“today reported net income of $2.8 million, or $0.28 diluted earnings per share, for the first quarter of 2026.”
PINE Alpine Income Property Trust, Inc.

Alpine Income Property Trust, Inc. reported the three months ended March 31, 2026 results: revenue $ 18,406, net income $ 2,185, EPS $ 0.06. Guidance raised.

“Operating results for the three months ended March 31, 2026 and 2025 (dollars in thousands, except per share data): ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Three Months Ended ​ ​ March 31, 2026 ​ March 31, 2025 Total Revenues ​ $ 18,406 ​ $ 14,206 Net Income (Loss) Attributable to PINE ​ $ 2,185 ​ $ (1,179) Net Income (Loss) per Diluted Share Attributable to PINE ​ $ 0.06 ​ $ (0.08)”
EBC Eastern Bankshares, Inc.

Eastern Bankshares, Inc. reported the quarter ended March 31, 2026 results: net income Net income of $ 65.3 million, or $0.29 per diluted share, EPS $0.29 per diluted share.

“2026 EARNINGS RELEASE Document Exhibit 99.1 Eastern Bankshares, Inc. Reports First Quarter 2026 Financial Results Announces 15% Increase to Quarterly Dividend • Net income of $ 65.3 million, or $0.29 per diluted share, included non-operating merger-related costs; operating net income o f $ 88.6 million, or $0.40 per diluted share. • Return on average assets of 0.86%”
SES SES AI Corp

SES AI Corp reported the fiscal quarter ended March 31, 2026 results: revenue $6.7 million. Guidance reaffirmed.

“in such filing. ​ --- EX-99.1 (EX-99.1) --- 1 Letter to Our Shareholders Q1 2026 Dear Shareholders, We are off to a strong start in 2026. First quarter revenue reached $6.7 million, a 47% increase over the fourth quarter of 2025 and above published consensus estimates. We are also reaffirming our full year 2026 revenue guidance of $30 million to $35”
AMAL Amalgamated Financial Corp.

Amalgamated Financial Corp. reported financial results for first quarter ended March 31, 2026.

“On April 23, 2026, Amalgamated Financial Corp. (the "Company") issued a press release announcing financial results for the first quarter ended March 31, 2026.”
CARE Carter Bankshares, Inc.

Carter Bankshares, Inc. reported the first quarter of 2026 results: net income quarterly net income of $85.8 million, EPS $3.88 diluted earnings per share.

“Carter Bankshares, Inc. (the “Company”) (NASDAQ:CARE), the holding company of Carter Bank (the “Bank”) today announced quarterly net income of $85.8 million, or $3.88 diluted earnings per share (“EPS”), for the first quarter of 2026”
USCB USCB FINANCIAL HOLDINGS, INC.

USCB FINANCIAL HOLDINGS, INC. reported three months ended March 31, 2026 results: net income $9.4 million, EPS $0.51 per fully diluted share.

“MIAMI, FL – April 23, 2026 – USCB Financial Holdings, Inc. (the “Company”) (NASDAQ: USCB) , the holding company for U.S. Century Bank (the “Bank”), reported net income of $9.4 million or $0.51 per fully diluted share for the three months ended March 31, 2026, compared with net income of $7.7 million or $0.38 per fully diluted share for the same period in 2025.”
MBLY Mobileye Global Inc.

Mobileye Global Inc. reported full year 2026 results: revenue raising the midpoint of our full-year 2026 revenue guidance by 2%. Guidance raised.

“We are raising the midpoint of our full-year 2026 revenue guidance by 2% to reflect better-than-expected demand in the first quarter.”
MBLY Mobileye Global Inc.

Mobileye Global Inc. reported first quarter ended March 28, 2026 results: revenue Revenue of $558 million in the first quarter increased 27% year over year compared to Q1 2025., net income Net Income (Loss) $(3,818) million, EPS EPS - Diluted $(4.68) and Adjusted EPS - Diluted $0.12. Guidance raised.

“Mobileye Releases First Quarter 2026 Results, Updates Full-Year Outlook, and Announces a $250 Million Share Repurchase Program · Revenue of $558 million in the first quarter increased 27% year over year compared to Q1 2025. We are raising the midpoint of our full-year 2026 revenue guidance by 2% to reflect better-than-expected demand in the first quarter.”
BPRN Princeton Bancorp, Inc.

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

“On April 23, 2026, the registrant, the bank holding company for The Bank of Princeton, issued a press release containing financial information regarding its financial condition and results of operations for the three months ended March 31, 2026.”
ECBK ECB Bancorp, Inc. /MD/

ECB Bancorp, Inc. /MD/ reported financial results for three months ended March 31, 2026.

“On April 23, 2026, ECB Bancorp, Inc., the holding company for Everett Co-operative Bank, issued a press release announcing its financial results at and for the three months ended March 31, 2026.”
CHE CHEMED CORP

CHEMED CORP reported first quarter ended March 31, 2026 results: revenue $657.5 million, EPS GAAP Diluted Earnings-per-Share (EPS) of $4.84.

“quarter ended March 31, 2026, versus the comparable prior-year period.  Results for Quarter Ended March 31, 2026  Consolidated operating results: · Revenue increased 1.6% to $657.5 million · GAAP Diluted Earnings-per-Share (EPS) of $4.84, a decrease of 0.4% · Adjusted Diluted EPS of $5.65, an increase of 0.4%  VITAS segment operating results: · Net Patient Revenue”
BHRB Burke & Herbert Financial Services Corp.

Burke & Herbert Financial Services Corp. reported quarter ended March 31, 2026 results: net income net income applicable to common shares totaled $27.1 million, EPS Diluted earnings per common share ("EPS") was $1.79.

“it will provide for our combined customers, employees, communities, and shareholders." Q1 2026 Highlights • For the quarter, net income applicable to common shares totaled $27.1 million; adjusted (non-GAAP 1 ) operating net income applicable to common shares was $28.2 million. • Diluted earnings per common share (“EPS”) was $1.79; adjusted (non-GAAP 1 ) diluted”
GOVB Gouverneur Bancorp, Inc./MD/

Gouverneur Bancorp, Inc./MD/ reported the six months ended March 31, 2026 results: net income $504,000, EPS $0.49 per basic and diluted share.

“The Company also reported net income of $504,000, or $0.49 per basic and diluted share, for the six months ended March 31, 2026”
GOVB Gouverneur Bancorp, Inc./MD/

Gouverneur Bancorp, Inc./MD/ reported the quarter ended March 31, 2026 results: net income $217,000, EPS $0.21 per basic and diluted share.

“The Company reported net income of $217,000, or $0.21 per basic and diluted share, for the quarter ended March 31, 2026”
ACU ACME UNITED CORP

ACME UNITED CORP reported the quarter ended March 31, 2026 results: revenue $52.3 million, net income $1.0 million, EPS $0.24 per diluted share.

“2026 FINANCIAL RESULTS SHELTON, CT – April 23, 2026 – Acme United Corporation (NYSE American: ACU) today announced that net sales for the quarter ended March 31, 2026 were $52.3 million compared to $46.0 million for the quarter ended March 31, 2025, an increase of 14%. Excluding incremental sales resulting from the acquisition of the assets of My Medic on”
DOV DOVER Corp

DOVER Corp reported financial results for quarter ended March 31, 2026.

“On April 23, 2026, Dover Corporation ("Dover") issued the Press Release attached hereto as Exhibit 99.1 announcing its results of operations for the quarter ended March 31, 2026.”
RHI ROBERT HALF INC.

ROBERT HALF INC. reported the first quarter ended March 31, 2026 results: revenue $1.300 billion, net income $14 million, EPS $0.14 per share.

“revenues and earnings for the first quarter ended March 31, 2026. For the three months ended March 31, 2026, net income was $14 million, or $0.14 per share, on revenues of $1.300 billion. For the three months ended March 31, 2025, net income was $17 million, or $0.17 per share, on revenues of $1.352 billion. “For the first quarter of 2026, global enterprise”
SRCE 1ST SOURCE CORP

1ST SOURCE CORP reported first quarter of 2026 results: net income $39.96 million, EPS $1.63.

“Brett Bauer April 23, 2026 574-235-2000 1st Source Corporation Reports Record First Quarter Results, Increased Cash Dividend Declared QUARTERLY HIGHLIGHTS • Net income was $39.96 million for the quarter, up $2.44 million or 6.49% from the first quarter of 2025 and down $1.19 million or 2.88% from the previous quarter. Diluted net income per common share was”
ABCB Ameris Bancorp

Ameris Bancorp reported the quarter ended March 31, 2026 results: net income $110.5 million, EPS $1.63 per diluted share.

“Ameris Bancorp (NYSE: ABCB) (the “Company” or “Ameris”) today reported net income of $110.5 million, or $1.63 per diluted share, for the quarter ended March 31, 2026”
CVBF CVB FINANCIAL CORP

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

“On April 22, 2026, CVB Financial Corp. issued a press release setting forth the financial results for the quarter ended March 31, 2026”
TCBK TRICO BANCSHARES /

TRICO BANCSHARES / reported three months ended March 31, 2026 results: net income $33.7 million, EPS $1.04 per diluted share. Guidance reaffirmed.

“TriCo Bancshares reports first quarter 2026 net income of $33.7 million, diluted EPS of $1.04”
FLORIDA POWER & LIGHT CO

FLORIDA POWER & LIGHT CO reported first-quarter 2026 results: net income $2.182 billion, EPS $1.04 per share. Guidance reaffirmed.

“NextEra Energy, Inc. (NYSE: NEE) today reported 2026 first-quarter net income attributable to NextEra Energy on a GAAP basis of $2.182 billion, or $1.04 per share”

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.