secwatch / observer

Earnings Releases

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

8-K items 2.02 JSON
BDSX BIODESIX INC

BIODESIX INC reported the first quarter ended March 31, 2026 results: revenue $25.6 million, net income Net loss of $7.8 million. Guidance raised.

“Biodesix Announces First Quarter 2026 Results and Highlights Delivered $25.6 million in revenue representing 42% growth in Q1 2026; Achieved 84% gross margin in Q1 2026; Increased FY 2026 Revenue Guidance to $108-114 million”
RIG Transocean Ltd.

Transocean Ltd. reported first quarter 2026 results: revenue $1.08 billion, net income $71 million, EPS $0.06 per diluted share. Guidance initiated.

“first quarter 2026 Key points ● Contract drilling revenues were $1.08 billion due in part to strong revenue efficiency (1) of 97.3%. ● Net income was $71 million or $0.06 per diluted share.”
BLZE Backblaze, Inc.

Backblaze, Inc. reported first quarter ended March 31, 2026 results: revenue Revenue of $38.7 million, net income Net loss was $6.1 million, EPS Net loss per share was $0.10. Guidance raised.

“San Francisco, CA (May 4, 2026)— Backblaze, Inc. (Nasdaq: BLZE), the high-performance cloud storage platform for the AI era, today announced results for its first quarter ended March 31, 2026. "In Q1, we exceeded the top end of our revenue and Adjusted EBITDA guidance, with B2 growing 24% year over year," said Gleb Budman, co-founder and CEO of Backblaze. "We are seeing growing traction with AI customers, including winning a AI training data company and a generative AI video creation company, jointly contributing about $1.5 million in annual contract value, along with a 76% growth in AI customers year over year. As AI models shift from text to multimodal, the volume of data required to train and operate them grows exponentially, and the need for storage that is performant, open, and cost-efficient at scale has never been greater. Backblaze is emerging as a compelling storage platform of choice for the AI economy." First Quarter 2026 Financial Highlights: (1) • Revenue of $38.7 million,”
ADUS Addus HomeCare Corp

Addus HomeCare Corp reported the first quarter ended March 31, 2026 results: revenue $363.6 million, net income $25.1 million, EPS $1.36 per diluted share.

“Net service revenues were $363.6 million for the first quarter of 2026, a 7.7% increase compared with $337.7 million for the first quarter of 2025. Net income was $25.1 million for the first quarter of 2026 compared with $21.2 million for the first quarter of 2025, while net income per diluted share was $1.36 compared with $1.16 for the same period a year ago.”
GBDC GOLUB CAPITAL BDC, Inc.

GOLUB CAPITAL BDC, Inc. reported financial results for second fiscal quarter ended March 31, 2026.

“On May 4, 2026, Golub Capital BDC, Inc. issued a press release announcing its financial results for its second fiscal quarter ended March 31, 2026.”
GBDC GOLUB CAPITAL BDC, Inc.

GOLUB CAPITAL BDC, Inc. reported financial results for second fiscal quarter ended March 31, 2026.

“On May 5, 2026, Golub Capital BDC, Inc. will host a conference call to discuss its financial results for its second fiscal quarter ended March 31, 2026.”
TDUP ThredUp Inc.

ThredUp Inc. updated its full year 2026 guidance (raised).

“Issued a revised full year 2026 financial outlook, raising expectations for Revenue, Gross Margin and Adjusted EBITDA margin”
TDUP ThredUp Inc.

ThredUp Inc. reported first quarter ended March 31, 2026 results: revenue $81.7 million, net income $6.5 million. Guidance raised.

“Exchange Act, regardless of any general incorporation language in such filing. --- EX-99.1 (EX-99.1) --- ThredUp Announces First Quarter 2026 Results • Quarterly revenue of $81.7 million, representing an increase of 15% year-over-year • Quarterly gross margin of 79.2% and an increase in gross profit of 15% year-over-year • Record Active Buyers of 1.71 million,”
BWXT BWX Technologies, Inc.

BWX Technologies, Inc. reported first quarter ended March 31, 2026 results: revenue $860.2 million, net income $91.2 million, EPS $0.99 per diluted share. Guidance raised.

“BWX Technologies Reports First Quarter 2026 Results • 1Q26 revenues of $860.2 million • 1Q26 net income of $91.2 million, adjusted EBITDA (1) of $148.0 million • 1Q26 diluted GAAP EPS of $0.99, non-GAAP (1) EPS of $1.12”
AMRC Ameresco, Inc.

Ameresco, Inc. reported first quarter ended March 31, 2026 results: revenue $401.5 million, net income $18.3 million, EPS ($0.35).

“Revenues of $401.5 million • Net loss attributable to common shareholders of $18.3 million • GAAP EPS of ($0.35)”
NMFC New Mountain Finance Corp

New Mountain Finance Corp reported for the quarter ended March 31, 2026 results: net income 32.2.

“New Mountain Finance Corporation Announces Financial Results for the Quarter Ended March 31, 2026 Reports First Quarter Adjusted Net Investment Income 1 of $0.32 per Share and Declares a Second Quarter Distribution of $0.25 per Share”
PINS PINTEREST, INC.

PINTEREST, INC. reported quarter ended March 31, 2026 results: revenue $1,008 million, net income $74 million net loss.

“Pinterest Announces First Quarter 2026 Results, Delivers 18% Revenue Growth, Record Users, and Approximately $2 Billion of Share Repurchases Q1 Revenue of $1,008 million, an increase of 18% on a reported and 15% on a constant currency basis All-time high of 631 million global monthly active users, an increase of 11% Completed previously announced $2 billion of near-term share repurchases SAN FRANCISCO, Calif. - May 4, 2026 - Pinterest, Inc. (NYSE: PINS) today announced financial results for the quarter ended March 31, 2026. • Revenue was $1,008 million, growing 18% year over year. On a constant currency basis, revenue would have grown 15% year over year. • Global Monthly Active Users ("MAUs") increased 11% year over year to 631 million. • GAAP net loss was $74 million and Adjusted EBITDA was $207 million.”
RLJ RLJ Lodging Trust

RLJ Lodging Trust reported the quarter ended March 31, 2026 results: revenue $339,977, net income ($349). Guidance raised.

“Operational Overview: (1) Comparable ADR $209.91 $205.51 2.1% Comparable Occupancy 70.8% 69.0% 2.6% Comparable RevPAR $148.55 $141.80 4.8% Financial Overview: Total Revenue $339,977 $328,119 3.6% Comparable Hotel Revenue $339,958 $322,520 5.4% Net (loss) income ($349) $3,172 (111.0)% Comparable Hotel EBITDA $89,918 $83,858 7.2% Comparable Hotel EBITDA Margin”
NCLH Norwegian Cruise Line Holdings Ltd.

Norwegian Cruise Line Holdings Ltd. reported first quarter ended March 31, 2026 results: revenue $2.3 billion, net income $104.7 million, EPS $0.23. Guidance lowered.

“financial results for the first quarter ended March 31, 2026 and provided guidance for the second quarter and full year 2026. Highlights First quarter total revenue grew 10% to $2.3 billion. GAAP net income was $105 million, with EPS of $0.23. Delivered Adjusted EBITDA 1 of $533 million in first quarter 2026, exceeding guidance, and representing an increase of 18%”
FANG Diamondback Energy, Inc.

Diamondback Energy, Inc. updated its first quarter ended March 31, 2026 guidance (raised).

“On May 4, 2026, Diamondback Energy, Inc. (the “Company”) issued a press release announcing financial and operating results for the first quarter ended March 31, 2026, including the first quarter 2026 base cash dividend and an increase in the annual base dividend and production guidance”
DUOL Duolingo, Inc.

Duolingo, Inc. reported Q1 2026 results: revenue 292.0M, net income 43.5M.

“User Metrics Q1 2025 Q1 2026 Daily Active Users 46.6M 56.5M 21% YoY Paid Subscribers 10.3M 12.5M at period end 21% YoY Financial Metrics Q1 2025 Q1 2026 Revenue $230.7M $292.0M 27% YoY Total Bookings $271.6M $308.5M 14% YoY Net Income $35.1M $43.5M 15.2% margin 14.9% margin Adjusted EBITDA $62.8M $83.4M 27.2% margin 28.6% margin Net Cash Provided by”
AHRT AH Realty Trust, Inc.

AH Realty Trust, Inc. reported the quarter ended March 31, 2026 results: net income Net loss attributable to common stockholders and OP Unitholders of $33.3 million, or $0.33 per diluted share, EPS $0.33 per diluted share. Guidance raised.

“be expressly set forth by specific reference in such a filing. --- EX-99.1 (EX-99.1) --- PRESS RELEASE AH REALTY TRUST REPORTS FIRST QUARTER 2026 RESULTS GAAP Net Loss of $0.33 Per Diluted Share for the First Quarter FFO, As Adjusted of $0.15 Per Diluted Share for the First Quarter Office Same Store NOI Growth of 0.7% (Cash) Positive Office New Lease”
EOLS Evolus, Inc.

Evolus, Inc. reported the first quarter ended March 31, 2026 results: revenue $73.1 million. Guidance reaffirmed.

“Reports First Quarter 2026 Financial Results; Company Delivers Second Consecutive Quarter of Positive Adjusted EBITDA and Reaffirms Full-Year Outlook • Global Net Revenue of $73.1 Million for the First Quarter of 2026, Up 7% Over the Prior Year and Against the Highest Growth Quarter of 2025 • GAAP Operating Loss of $6.8 Million and Adjusted EBITDA of $0.6 Million”
AXSM Axsome Therapeutics, Inc.

Axsome Therapeutics, Inc. reported first quarter of 2026 results: revenue $191.2 million, net income $(64.5) million, EPS $(1.26) per share.

“Total net product revenue was $191.2 million for the first quarter of 2026, representing 57% year-over-year growth.”
TWST Twist Bioscience Corp

Twist Bioscience Corp reported fiscal second quarter 2026 results: revenue $110.7 million, net income $44.0 million, EPS $0.71 per share. Guidance raised.

“expressly set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- Twist Bioscience Reports Fiscal Second Quarter 2026 Financial Results — Record revenue of $110.7 million in 2QFY26 ; Increase of more than 19% over $92.8 million in 2QFY25; 13th consecutive quarter of sequential growth — — Gross margin of 51.6% in 2QFY26 ; Improvement of”
OGS ONE Gas, Inc.

ONE Gas, Inc. reported the quarter ended March 31, 2026 results: net income $128.7 million, EPS $2.04 per diluted share. Guidance reaffirmed.

“officer. “We are confident in our strategic plan and remain on track to achieve our 2026 financial guidance.” FINANCIAL RESULTS & HIGHLIGHTS • First quarter 2026 net income was $128.7 million, or $2.04 per diluted share, compared with $119.4 million, or $1.98 per diluted share, in the same period last year; • First quarter 2026 adjusted net income was $133.4 million,”
MTUS Metallus Inc.

Metallus Inc. reported first quarter of 2026 results: revenue $308.3 million, net income $5.4 million, EPS $0.13 per diluted share.

“today reported first-quarter 2026 net sales of $308.3 million and net income of $5.4 million, or $0.13 per diluted share.”
VVX V2X, Inc.

V2X, Inc. updated its Full Year 2026 guidance (raised).

“Increasing 2026 Guidance  Increasing full-year 2026 guidance with 9% revenue and adjusted EBITDA1 growth at the midpoint”
VVX V2X, Inc.

V2X, Inc. reported First Quarter 2026 results: revenue 1.25 billion, net income 18.9 million, EPS 0.60.

“Revenue of $1.25 billion, up 23% year-over-year  Net income of $18.9 million; Adjusted net income1 of $48.1 million, up 53% year-over-year  Adjusted EBITDA1 of $85.6 million; Adjusted EBITDA1 margin of 6.8%  Diluted EPS of $0.60; Adjusted diluted EPS1 of $1.53, up 55% year-over-year  Record backlog1 of $13.8 billion, driven by 3.2x book-to-bill1 in the quarter”
INSP Inspire Medical Systems, Inc.

Inspire Medical Systems, Inc. reported Full Year 2026 results: revenue in the range of $825 million to $875 million, EPS diluted EPS in the range of $0.07 to $0.62 and adjusted diluted EPS in the range of $0.75 to $1.25. Guidance lowered.

“The Company is revising its previously announced revenue outlook to be in the range of $825 million to $875 million, which represents a decline of 4% to 10% compared to 2025. Additionally, the Company now expects annual adjusted operating margin in the range of 2% to 4%, diluted EPS in the range of $0.07 to $0.62 and adjusted diluted EPS in the range of $0.75 to $1.25.”
INSP Inspire Medical Systems, Inc.

Inspire Medical Systems, Inc. reported the quarter ended March 31, 2026 results: revenue $204.6 million, net income Net loss was $11.3 million, EPS Diluted EPS was $(0.39) and adjusted diluted EPS was $0.10.

“Revenue increased 1.6% to $204.6 million, primarily driven by increased market penetration, offset by the adverse effects of reimbursement disruption and the Wasteful and Inappropriate Service Reduction (WISeR) program. • Gross margin increased 180 bps to 86.5%, primarily due to increased sales mix of the Inspire V system, which has a higher gross margin than the Inspire IV system. • Operating expenses increased $5.9 million, or 3.4%, to $178.0 million, primarily driven by higher marketing expenses, legal fees and employee-related costs, partially offset by lower R&D expenses. • Operating loss decreased $0.4 million to $1.1 million, and operating margin was (0.5)%. Adjusted operating income was $0.3 million, and adjusted operating margin was 0.2%. • Interest and dividend income decreased by $1.3 million, primarily due to lower average interest rates and lower average cash, cash equivalents, and investment balances. • The effective tax rate was 571.2% compared to 28.1%. The increase in”
JRVR James River Group Holdings, Inc.

James River Group Holdings, Inc. reported the quarter ended March 31, 2026 results: net income $(10,743), EPS $(0.23).

“March 31, ($ in thousands, except for share data) 2026 per diluted share 2025 per diluted share Net (loss) income from continuing operations available to common shareholders $ (10,743) $ (0.23) $ 9,019 $ 0.18 Net loss from discontinued operations 1 (149) $ — (1,414) $ (0.02) Net (loss) income available to common shareholders (10,892) $ (0.23) 7,605 $ 0.16”
PLSE PULSE BIOSCIENCES, INC.

PULSE BIOSCIENCES, INC. reported the first quarter ended March 31, 2026 results: revenue $0.4 million, net income ($18.6) million.

“Total revenue for the three months ended March 31, 2026 was $0.4 million, including both capital and disposable sales. Total GAAP costs and expenses, representing cost of product revenue, research and development, and selling, general and administrative expenses, for the three months ended March 31, 2026, were $19.6 million, an increase of $1.6 million compared to $18.0 million in the prior year period. The increase was primarily driven by increased investment in clinical programs, partially offset by lower stock-based compensation expense. Non-GAAP costs and expenses for the three months ended March 31, 2026, were $17.4 million, an increase of $4.7 million compared to $12.7 million in the prior year period. GAAP net loss for the three months ended March 31, 2026 was ($18.6) million compared to ($16.8) million for the three months ended March 31, 2025. Non-GAAP net loss for the three months ended March 31, 2026 was ($16.4) million compared to ($11.4) million for the three months ended”
EVER EverQuote, Inc.

EverQuote, Inc. reported the fiscal quarter ended March 31, 2026 results: revenue $190.9 million, net income $18.7 million.

“reference in such a filing. --- EX-99.1 (EX-99.1) --- EX-99.1 Exhibit 99.1 EverQuote Announces First Quarter 2026 Financial Results • Grows Q1 revenue 15% year-over-year to $190.9 million • Delivers net income of $18.7 million • Drives record Adjusted EBITDA of $29.3 million, marking growth of 30% year-over-year • Exceeds guidance across all metrics • Provides Q2”
ICHR ICHOR HOLDINGS, LTD.

ICHOR HOLDINGS, LTD. updated its second quarter of 2026 guidance (initiated).

“For the second quarter of 2026, we expect the following: Low-End Mid-Point High-End Revenue $290 million $300 million $310 million GAAP diluted EPS $0.10 $0.15 $0.20 Non-GAAP diluted EPS $0.25 $0.30 $0.35”
ICHR ICHOR HOLDINGS, LTD.

ICHOR HOLDINGS, LTD. reported first quarter 2026 results: revenue $256.1 million, net income $(2.5) million, EPS $(0.07).

“For the first quarter of 2026, revenue was $256.1 million, net loss was $(2.5) million, and net loss per diluted share (“diluted EPS”) was $(0.07).”
JELD JELD-WEN Holding, Inc.

JELD-WEN Holding, Inc. reported the three months ended March 28, 2026 results: revenue $722.1 million, net income ($76.8) million, EPS ($0.90) per share.

“today announced results for the three months ended March 28, 2026. Comparability is to the same period in the prior year. First Quarter 2026 Highlights • Net revenues of $722.1 million decreased (6.9%) in the first quarter driven by a decrease in Core Revenues of (10%) combined with a decrease in net revenues from the court-ordered divestiture of Towanda of”
CRSP CRISPR Therapeutics AG

CRISPR Therapeutics AG reported first quarter 2026 results: revenue $43 million.

“CASGEVY generated first quarter 2026 revenue of $43 million.”
GECC Great Elm Capital Corp.

Great Elm Capital Corp. reported the first quarter ended March 31, 2026 results: revenue $9.5 million, net income $5.0 million, or $0.36 per share, EPS $(0.05).

“approximately 0.1 million shares for $0.5 million, at an average price of $4.98 per share or a 36% discount to the Company’s NAV on March 31, 2026, leaving approximately $9.5 million of remaining capacity under the program for future repurchases. First Quarter and Recent Operating Highlights ▪ Total investment income (“TII”) for the quarter ended March 31,”
IIPR INNOVATIVE INDUSTRIAL PROPERTIES INC

INNOVATIVE INDUSTRIAL PROPERTIES INC reported first quarter ended March 31, 2026 results: revenue $69.0 million, net income $30.2 million, EPS $1.02 per diluted share.

“Total revenues of $69.0 million and net income attributable to common stockholders of $30.2 million, or $1.02 per diluted share”
KRYS Krystal Biotech, Inc.

Krystal Biotech, Inc. reported first quarter ending March 31, 2026 results: revenue $116.4 million.

“Krystal Biotech Announces First Quarter 2026 Financial and Operating Results $116.4 million in 1Q VYJUVEK global revenue and $846.7 million since launch”
RPAY Repay Holdings Corp

Repay Holdings Corp reported first quarter ended March 31, 2026 results: revenue $80.8, net income $(10.0). Guidance reaffirmed.

“First Quarter 2026 Financial Highlights ($ in millions) Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Revenue $ 77.3 $ 75.6 $ 77.7 $ 78.6 $ 80.8 Net (loss) income (1) (8.2 ) (108.0 ) (6.6 ) (148.3 ) (10.0 )”
MRBK Meridian Corp

Meridian Corp reported the quarter ended March 31, 2026 results: net income $2.0 million, EPS $0.17 per diluted share.

“Net income for the quarter ended March 31, 2026 was $2.0 million, or $0.17 per diluted share”
CABA Cabaletta Bio, Inc.

Cabaletta Bio, Inc. reported preliminary financial results for the three months ended March 31, 2026.

“As of March 31, 2026, the Company had approximately $117 million in cash and cash equivalents. This preliminary financial information is subject to completion, and is the responsibility of management and has been prepared in good faith on a consistent basis with prior periods. However, the Company has not reported its financial results for the three months ended March 31, 2026, and its actual results could be materially different from this preliminary financial information.”
ADCT ADC Therapeutics SA

ADC Therapeutics SA reported the first quarter ended March 31, 2026 results: revenue $20.0 million, net income $33.0 million, EPS $0.21 per basic and diluted share.

“Updates LOTIS-5 Phase 3 topline data expected in second quarter 2026, with full data for LOTIS-5 and LOTIS-7 anticipated by year end First quarter 2026 net product revenue of $20.0 million Cash and cash equivalents of $231.0 million as of March 31, 2026, with an expected cash runway at least into 2028 Company to host conference call today at 8:30 a.m. EDT LAUSANNE,”
BWIN Baldwin Insurance Group, Inc.

Baldwin Insurance Group, Inc. reported first quarter ended March 31, 2026 results: revenue $532.2 million, net income net loss of $1.9 million, EPS $0.02.

“Total revenue increased 29% year-over-year to $532.2 million”
VOYG Voyager Technologies, Inc./DE

Voyager Technologies, Inc./DE reported the full year 2026 results: revenue $230 million to $255 million. Guidance raised.

“raising 2026 Revenue guidance range to $230 million to $255 million”
VOYG Voyager Technologies, Inc./DE

Voyager Technologies, Inc./DE reported first quarter 2026 results: revenue $35.2 million, net income $(44.0) million, EPS $(0.75) per share. Guidance raised.

“• Strong momentum continued into early 2Q, evidenced by multiple Golden Dome program awards and recent NASA award of Private Astronaut Mission to ISS • Delivered 1Q net sales of $35.2 million • Robust balance sheet, including $429.4 million in cash and cash equivalents, and total liquidity of $641.4 million, including $212 million available capacity under our revolver”
HESM Hess Midstream LP

Hess Midstream LP reported Q1 2026 results: revenue $390.1 million, net income $157.7 million, EPS $0.68 basic earnings per Class A share. Guidance reaffirmed.

“as a precise description of any of the separate companies, each of which manages its own affairs. Financial Results Revenues and other income in the first quarter of 2026 were $390.1 million compared with $382.0 million in the prior‐year quarter. First quarter 2026 revenues included $30.6 million of pass-through electricity, produced water trucking and disposal costs”
ORIC Oric Pharmaceuticals, Inc.

Oric Pharmaceuticals, Inc. reported financial results for the quarter ended March 31, 2026.

“ORIC Pharmaceuticals, Inc. (the “Company”), issued a press release announcing its financial results for the fiscal quarter ended March 31, 2026.”
IAC IAC Inc.

IAC Inc. reported Q1 2026 results: revenue $ 422.9, net income Net loss (71.9), EPS Diluted loss per share (0.94).

“Q1 2026 Q1 2025 Growth Revenue $ 422.9 $ 481.7 -12 % Operating (loss) income (40.1) 24.1 NM Unrealized gain (loss) on investment in MGM Resorts International 34.0 (324.3) NM Net loss (71.9) (216.8) 67 % Diluted loss per share (0.94) (2.64) 64 %”
ADEA Adeia Inc.

Adeia Inc. reported full year 2026 results: revenue $395.0 − 435.0, net income $57.2 − 80.4. Guidance reaffirmed.

“Financial Outlook The Company is reiterating its full year 2026 outlook as follows: Category (in millions, except for tax rate) 2026 GAAP Outlook 2026 Non-GAAP Outlook Revenue $395.0 − 435.0 $395.0 − 435.0 Operating expenses (1) $295.0 − 305.0 $184.0 − 192.0 Interest expense $34.0 − 36.0 $34.0 − 36.0 Other income $5.5 − 6.5 $5.5 − 6.5 Tax rate 20% 21% Net”
ADEA Adeia Inc.

Adeia Inc. reported first quarter ended March 31, 2026 results: EPS non-GAAP diluted EPS was $0.38. Guidance reaffirmed.

“We had a strong start to 2026, delivering first quarter revenue of $105 million, generating $58 million in operating cash flow, and maintaining strong profitability with a 60% adjusted EBITDA margin”
NUVB Nuvation Bio Inc.

Nuvation Bio Inc. reported first quarter ended March 31, 2026 results: revenue $18.5 million.

“Nuvation Bio Reports First Quarter 2026 Financial Results and Provides Business Update Achieved $18.5 million in first quarter of 2026 net product revenues for IBTROZI”

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.