secwatch / observer

Earnings Releases

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

8-K items 2.02 JSON
LPLA LPL Financial Holdings Inc.

LPL Financial Holdings Inc. reported the three months ended March 31, 2026 results: net income $356 million, EPS $4.43. Guidance lowered.

“LPL Financial Announces First Quarter 2026 Results Key Financial Results • Net income was $356 million, translating to diluted earnings per share ("EPS") of $4.43, up 4% from a year ago”
IDCC InterDigital, Inc.

InterDigital, Inc. reported first quarter 2026 results: revenue $205.4, net income $75.3, EPS $2.14. Guidance reaffirmed.

“agreement and an increase in intellectual property enforcement costs. Three Months Ended March 31, ($ in millions, except per share data) 2026 2025 Change GAAP Results: Revenue $205.4 $210.5 (2)% Operating expenses $123.2 $78.7 57% Net income $75.3 $115.6 (35)% Net income margin 37% 55% (18) ppt Diluted EPS $2.14 $3.45 (38)% Non-GAAP Results: Adjusted EBITDA 1”
KIDS ORTHOPEDIATRICS CORP

ORTHOPEDIATRICS CORP reported the first quarter ended March 31, 2026 results: revenue $59.4 million, net income Net loss for the first quarter of 2026 was $10.7 million, EPS $0.45 per basic and diluted share. Guidance raised.

“quarter ended March 31, 2026. First Quarter 2026 and Business Highlights • Helped a record of over 45,000 children in the first quarter of 2026 • Generated total revenue of $59.4 million for the first quarter of 2026, up 13% from $52.4 million in the first quarter of 2025; domestic revenue increased 11% and international revenue increased 22% in the quarter •”
BMY BRISTOL MYERS SQUIBB CO

BRISTOL MYERS SQUIBB CO reported the first quarter of 2026 results: revenue $11,489, EPS $1.31. Guidance reaffirmed.

“progress into meaningful outcomes for patients and shareholders." First Quarter Results $ in millions, except per share amounts 2026 2025 Change Change Excl. FX** Total Revenues $11,489 $11,201 3 % 1 % Earnings/(Loss) Per Share - GAAP* 1.31 1.20 9 % N/A Earnings/(Loss) Per Share - Non-GAAP* 1.58 1.80 (12) % N/A Acquired IPRD Charges and Licensing Income Net”
ROKU ROKU, INC

ROKU, INC reported the quarter ended March 31, 2026 results: revenue $1.25 billion, net income $86 million. Guidance reaffirmed.

“double-digit Platform revenue growth, expanding margins, and growing our north star metric of Free Cash Flow per share. First Quarter 2026 Key Results • Total net revenue was $1.25 billion, up 22% YoY • Platform revenue was $1.13 billion, up 28% YoY • Total gross profit was $565 million, up 27% YoY • Streaming Hours were 38.7 billion, up 8% YoY • The Roku Channel”
LOPE Grand Canyon Education, Inc.

Grand Canyon Education, Inc. reported the quarter ended March 31, 2026 results: revenue $308.8 million, net income $75.3 million, EPS $2.80. Guidance initiated.

“​ 1 Grand Canyon Education, Inc. Reports First Quarter 2026 Results For the three months ended March 31, 2026: ● Service revenue for the three months ended March 31, 2026 was $308.8 million, an increase of $19.5 million, or 6.7%, as compared to service revenue of $289.3 million for the three months ended March 31, 2025. The increase year over year in service revenue”
TREE LendingTree, Inc.

LendingTree, Inc. reported full-year 2026 results: revenue $1,300 - $1,350 million. Guidance raised.

“Today we are updating our full-year 2026 outlook and introducing our outlook for the second-quarter. Full-year 2026: ▪ Revenue of $1,300 - $1,350 million compared to the prior range of $1,275 - $1,330 million ▪ Variable Marketing Margin of $378 - $395 million compared to $374 - $394 million previously ▪ Adjusted EBITDA of $152 - $162 million versus the $150 - $160 million prio”
TREE LendingTree, Inc.

LendingTree, Inc. reported the quarter ended March 31, 2026 results: revenue $327.3 million, net income $17.3 million, EPS $1.22 per diluted share.

“LENDINGTREE REPORTS FIRST QUARTER 2026 RESULTS Record Quarterly Revenue Driven By Leading Insurance Marketplace • Consolidated revenue of $327.3 million • GAAP net income of $17.3 million or $1.22 per diluted share”
IVR Invesco Mortgage Capital Inc.

Invesco Mortgage Capital Inc. reported quarter ended March 31, 2026 results: EPS Net loss per common share of $0.28.

“Invesco Mortgage Capital Inc. Reports First Quarter 2026 Financial Results Atlanta - April 30, 2026 -- Invesco Mortgage Capital Inc. (NYSE: IVR) (the “Company”) today announced financial results for the quarter ended March 31, 2026. • Net loss per common share of $0.28 compared to net income of $0.68 in Q4 2025”
ARDX ARDELYX, INC.

ARDELYX, INC. reported quarter ended March 31, 2026 results: revenue Total product revenue for the quarter ended March 31, 2026 was $93.4 million, net income Net loss for the quarter ended March 31, 2026 was $37.6 million, EPS $(0.15) per share.

“Ardelyx Reports First Quarter 2026 Financial Results and Provides Business Update Q1 2026 total product revenue of $93.4 million, reflecting 38% growth year-over-year”
TWLO TWILIO INC

TWILIO INC updated its fiscal year 2026 guidance (raised).

“For fiscal year 2026, Twilio is raising its reported revenue growth range to 14% to 15% compared with 11.5% to 12.5% previously, and its organic revenue growth range to 9.5% to 10.5% year-over-year compared with 8% to 9% previously.”
TWLO TWILIO INC

TWILIO INC reported second quarter ended June 30, 2026 results: revenue $1,420 - $1,430, EPS $1.27 - $1.32. Guidance initiated.

“$1.27 to $1.32, based on non-GAAP weighted average diluted shares outstanding of 157 million. Dollars and shares in millions, except per share amounts Q2 2026 Guidance Revenue $1,420 - $1,430 Y/Y Revenue Growth 15.5% - 16.5% Y/Y Organic Revenue Growth 10% - 11% Non-GAAP income from operations $250 - $260 Non-GAAP diluted earnings per share (1) $1.27 - $1.32”
TWLO TWILIO INC

TWILIO INC reported first quarter ended March 31, 2026 results: revenue $1.41 billion, net income $90, EPS $0.57.

“Twilio Announces First Quarter 2026 Results • Revenue of $1.41 billion, up 20% reported and 16% organic year-over-year”
RNAC Cartesian Therapeutics, Inc.

Cartesian Therapeutics, Inc. reported three months ended March 31, 2026 results: net income -39,200,000, EPS -1.46.

“Net loss was $39.2 million, or $1.46 net loss per share allocable to common stockholders (basic), for the three months ended March 31, 2026, compared to net loss of $17.7 million, or $0.68 net loss per share allocable to common stockholders (basic), for the three months ended March 31, 2025.”
TT Trane Technologies plc

Trane Technologies plc reported first quarter 2026 results: revenue $5 billion, EPS GAAP continuing EPS of $2.66; adjusted continuing EPS* of $2.63, up 7 percent. Guidance raised.

“Trane Technologies Reports Strong First Quarter Results; Raises Full-Year Revenue and EPS Guidance Highlights (first-quarter 2026 versus first-quarter 2025, unless otherwise noted): l Organic bookings* up 24 percent, led by Americas Commercial HVAC, up approximately 40 percent l Record backlog of $10.7 billion, up over 30 percent versus year-end 2025; Americas Commercial HVAC up over 40 percent l Reported revenues of $5 billion, up 6 percent; organic revenues* up 3 percent l GAAP continuing EPS of $2.66; adjusted continuing EPS* of $2.63, up 7 percent”
FIEE FiEE, Inc.

FiEE, Inc. reported the fiscal quarter ended March 31, 2026 results: revenue approximately $2.1 million, net income approximately $0.4 million, EPS $0.02 per diluted share.

“Revenue was approximately $2.1 million, compared to $125 for the three months ended March 31, 2025.”
H Hyatt Hotels Corp

Hyatt Hotels Corp reported first quarter 2026 results: net income $38 million, EPS $0.40. Guidance initiated.

“an increase of 9.4%, compared to the first quarter of 2025 • Diluted EPS was $0.40 and Adjusted Diluted EPS was $0.63 • Net income attributable to Hyatt Hotels Corporation was $38 million and Adjusted Net Income was $61 million • Gross fees were $333 million, an increase of 8.6%, compared to the first quarter of 2025 • Adjusted EBITDA was $266 million, an increase”
NUTX Nutex Health Inc.

Nutex Health Inc. reported first quarter ending March 31, 2026 results: revenue $216.5 million, net income $46.8 million, EPS $6.52.

“division ), and a primary care-centric, risk-bearing physician network. Financial highlights for the three months ended March 31, 2026 : • Total revenue increased 2.2% to $216.5 million compared to $211.8 million for the same period in 2025, driven by 1.8% growth in hospital division revenue to $207.6 million from $203.9 million, while revenue at same hospitals,”
OFS OFS Capital Corp

OFS Capital Corp reported financial results for the quarter ended March 31, 2026.

“On April 30, 2026, OFS Capital Corporation (the “Company”) issued a press release announcing its financial results for the quarter ended March 31, 2026.”
BC BRUNSWICK CORP

BRUNSWICK CORP reported 2026 full-year results: EPS $4.00 - $4.50. Guidance raised.

“Increasing 2026 Full-Year Guidance: As Adjusted Diluted EPS in the range of $4.00 - $4.50”
BC BRUNSWICK CORP

BRUNSWICK CORP reported first quarter 2026 results: revenue $1,378.1 million, EPS $0.70.

“Brunswick reported consolidated net sales of $1,378.1 million, an increase of 13 percent versus the first quarter of 2025. Diluted EPS for the quarter was $0.32 on a GAAP basis”
INN Summit Hotel Properties, Inc.

Summit Hotel Properties, Inc. updated its three months ended March 31, 2026 guidance (raised).

“On April 30, 2026, Summit Hotel Properties, Inc. (the “Company”) issued a press release announcing the consolidated operating results of the Company and its subsidiaries for three months ended March 31, 2026.”
HFBL Home Federal Bancorp, Inc. of Louisiana

Home Federal Bancorp, Inc. of Louisiana reported nine months ended March 31, 2026 results: net income $4.746 million, EPS basic and diluted earnings per share were $1.57 and $1.55, respectively.

“The Company reported net income of $4.746 million for the nine months ended March 31, 2026, compared to $2.708 million for the nine months ended March 31, 2025. The Company’s basic and diluted earnings per share were $1.57 and $1.55, respectively, for the nine months ended March 31, 2026, compared to $0.88 for the nine months ended March 31, 2025.”
HFBL Home Federal Bancorp, Inc. of Louisiana

Home Federal Bancorp, Inc. of Louisiana reported three months ended March 31, 2026 results: net income $1.472 million, EPS basic and diluted earnings per share were $0.49 and $0.48, respectively.

“Home Federal Bancorp, Inc. of Louisiana (the “Company”) (Nasdaq: HFBL), the holding company of Home Federal Bank, reported net income for the three months ended March 31, 2026, of $1.472 million compared to net income of $748,000 reported for the three months ended March 31, 2025. The Company’s basic and diluted earnings per share were $0.49 and $0.48, respectively, for the three months ended March 31, 2026, compared to $0.24 for the three months ended March 31, 2025.”
BAND Bandwidth Inc.

Bandwidth Inc. reported the first quarter ended March 31, 2026 results: revenue $209 million, net income $4 million, EPS $0.13 per basic share. Guidance raised.

“as expressly set forth by specific reference in such a filing. --- EX-99.1 (EX-99.1) --- Bandwidth Announces First Quarter 2026 Financial Results Record quarterly revenue of $209 million, up 20% year-over-year, and Adjusted EBITDA of $26 million, up 17% year-over-year; raising full-year 2026 outlook AI-driven platform adoption accelerating usage and value capture”
SXC SunCoke Energy, Inc.

SunCoke Energy, Inc. updated its first quarter 2026 guidance (reaffirmed).

“issued a press release announcing first quarter 2026 financial results. A copy of this press release is attached as Exhibit 99.1 and is incorporated herein by reference.”
VISN Vistance Networks, Inc.

Vistance Networks, Inc. reported first quarter of 2026 results: revenue $471.8 million, net income $231.7 million.

“Vistance Networks Reports First Quarter 2026 Results First Quarter Highlights • Net sales of $471.8 million • GAAP income from continuing operations of $231.7 million”
MCHB Mechanics Bancorp

Mechanics Bancorp reported the first quarter of 2026 (quarter ended March 31, 2026) results: net income $44.1 million, EPS $0.19 per diluted share.

“Mechanics reported net income of $44.1 million, or $0.19 per diluted share (3) , for the first quarter of 2026”
TSEOF Trinseo PLC

Trinseo PLC reported financial results for first quarter and year ended March 31, 2026.

“On April 30, 2026, Trinseo PLC, a public limited company existing under the laws of Ireland (the “Company”), issued a press release announcing its financial results for the first quarter and year ended March 31, 2026.”
PBF PBF Energy Inc.

PBF Energy Inc. reported first quarter ended March 31, 2026 results: net income net income of $200.2 million, EPS $1.65 per share.

“The company reported first quarter 2026 net income of $200.2 million and net income attributable to PBF Energy Inc. of $198.3 million or $1.65 per share.”
Pacific Coast Oil Trust

Pacific Coast Oil Trust reported month ended February 2026 results: revenue approximately $1.7 million.

“Month’s distribution calculation for the Developed Properties reflected operating loss of approximately $39,000, as revenues from the Developed Properties were approximately $1.7 million, lease operating expenses including production taxes were approximately $1.7 million, and development costs were approximately $17,000. The average realized price for the”
NMIH NMI Holdings, Inc.

NMI Holdings, Inc. reported the first quarter ended March 31, 2026 results: revenue $183.5 million, net income $99.3 million, EPS $1.28 per diluted share.

“Selected first quarter 2026 highlights include: • Primary insurance-in-force at quarter end was $222.3 billion, compared to $221.4 billion at the end of the fourth quarter and $211.3 billion at the end of the first quarter of 2025. • Net premiums earned were $154.8 million, compared to $152.5 million in the fourth quarter and $149.4 million in the first quarter of 2025. • Total revenue was $183.5 million, compared to $180.7 million in the fourth quarter and $173.2 million in the first quarter of 2025. • Insurance claims and claim expenses were $20.7 million, compared to $21.2 million in the fourth quarter and $4.5 million in the first quarter of 2025. Loss ratio was 13.3%, compared to 13.9% in the fourth quarter and 3.0% in the first quarter of 2025. • Underwriting and operating expenses were $30.6 million, compared to $31.1 million in the fourth quarter and $30.2 million in the first quarter of 2025. Expense ratio was 19.8%, compared to 20.4% in the fourth quarter and 20.2% in the fir”
THRY Thryv Holdings, Inc.

Thryv Holdings, Inc. reported first quarter of 2026 results: revenue Consolidated total revenue was $167.7 million, net income Consolidated net income increased to $4.5 million, EPS $0.10 per diluted share.

“SaaS revenue was $116.7 million, a 5.0% increase year-over-year • Marketing Services revenue was $50.9 million, a 27.5% decrease year-over-year • Consolidated total revenue was $167.7 million, a decrease of 7.5% year-over-year • Consolidated net income increased to $4.5 million, or $0.10 per diluted share; compared to net loss of $9.6 million, or $(0.22) per diluted”
MTZ MASTEC INC

MASTEC INC reported first quarter 2026 results: revenue $3.8 billion, net income $69.7 million, EPS $0.77. Guidance raised.

“MasTec Reports First Quarter 2026 Results and Increases Full Year 2026 Financial Guidance First Quarter 2026 Highlights • Revenue of $3.8 billion, a first quarter record, increased 34% year-over-year • Record 18-month backlog as of March 31, 2026 of $20.3 billion increased $4.4 billion year-over-year and $1.4 billion from the prior quarter, led by significant 65% year-over-year growth in Clean Energy and Infrastructure • Diluted EPS of $0.77 and Adjusted Diluted EPS of $1.39, increased 516% and 174% year-over-year, respectively, and exceeded guidance expectations • GAAP Net Income of $69.7 million and Adjusted EBITDA of $283.6 million, both first quarter records, increased by 465% and 73% year-over-year, respectively, and exceeded guidance expectations • Increased Full Year Diluted EPS guidance to $6.77, a 33% year-over-year increase; Increased Full Year Adjusted Diluted EPS guidance to $8.79, a 34% year-over-year increase”
TELA TELA Bio, Inc.

TELA Bio, Inc. reported quarter ended March 31, 2026 results: revenue approximately $19.0 million.

“On April 29, 2026, TELA Bio, Inc. (the " Company ") issued a press release announcing its preliminary unaudited revenue for the quarter ended March 31, 2026 of approximately $19.0 million.”
INBK First Internet Bancorp

First Internet Bancorp reported first quarter ended March 31, 2026 results: revenue $43.1 million, net income $2.5 million, EPS $0.29.

“• Revenue Momentum : Growth in net interest income (up 26%) and fully-taxable equivalent (“FTE”) net interest margin (now 2.45%) drove quarterly revenue up 21% year-over-year to $43.1 million. When combined with well-managed expenses, pre-provision net revenue grew 51% year-over-year. • Credit Trends : Provision for credit losses for the first quarter of 2026 of $16.3”
CNH CNH Industrial N.V.

CNH Industrial N.V. reported the first quarter of 2026 results: revenue $3.8 billion, net income $10 million, EPS $0.01. Guidance reaffirmed.

“is incorporated herein by reference. --- EX-99.1 (EX-99.1) --- CNH Industrial N.V. Reports First Quarter 2026 Results Consolidated revenues for the first quarter of 2026 were $3.8 billion, flat year-over-year including favorable currency impacts Reported net income of $10 million and adjusted net income (1) of $21 million First quarter diluted earnings per share”
ICE Intercontinental Exchange, Inc.

Intercontinental Exchange, Inc. reported first quarter of 2026 results: revenue $3.0 billion, net income $1.4 billion, EPS $2.48.

“EX-99.1 (EXHIBIT 99.1) --- EX-99.1 2 tm2612824d1_ex99-1.htm EXHIBIT 99.1 Exhibit 99.1 Intercontinental Exchange Reports Record First Quarter 2026 • Record 1Q26 net revenues of $3.0 billion, +20% y/y • 1Q26 GAAP diluted earnings per share (EPS) of $2.48, +80% y/y • 1Q26 adj. diluted EPS of $2.35, +37% y/y • Record 1Q26 operating income of $1.7 billion, +36% y/y;”
TDAY USA TODAY Co., Inc.

USA TODAY Co., Inc. reported the first quarter ended March 31, 2026 results: revenue $548.5 million, net income $19.9 million. Guidance reaffirmed.

“our strategy, and that is reflected in our first quarter results. We remain very optimistic about the year ahead." First Quarter 2026 Financial Highlights: • Total revenues of $548.5 million decreased 4.0% year-over-year and 1.8% on a same-store basis (1) , representing a 590 basis point improvement compared to the prior year period • Total digital revenues of $261.9”
NEWT NewtekOne, Inc.

NewtekOne, Inc. reported financial results for three months ended March 31, 2026.

“On April 30, 2026, NewtekOne issued a press release announcing its financial results for the quarter ended March 31, 2026.”
HG Hamilton Insurance Group, Ltd.

Hamilton Insurance Group, Ltd. reported the first quarter ended March 31, 2026 results: revenue $570,515, net income $133,538, EPS $1.31 per diluted share.

“amounts and percentages) March 31, 2026 March 31, 2025 Change Gross premiums written $ 940,110 $ 843,306 $ 96,804 Net premiums written 653,659 603,875 49,784 Net premiums earned 570,515 498,928 71,587 Underwriting income (loss) $ 57,581 $ (58,259) $ 115,840 Combined ratio 89.8% 111.6% (21.8 pts) Net income (loss) attributable to common shareholders $ 133,538 $”
SMMT Summit Therapeutics Inc.

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

“On April 30, 2026, Summit Therapeutics Inc. (the “Company”) issued a press release announcing its financial results and operational progress for the first quarter ended March 31, 2026.”
WEAV Weave Communications, Inc.

Weave Communications, Inc. reported first quarter ended March 31, 2026 results: revenue 65.5 million, net income GAAP net loss was $5.8 million, Non-GAAP net income was $2.8 million, EPS GAAP net loss of $0.07 per share, Non-GAAP net income of $0.04 per share.

“Weave Announces First Quarter 2026 Financial Results • First quarter total revenue of $65.5 million, up 17.4% year over year”
GDDY GoDaddy Inc.

GoDaddy Inc. reported first quarter ended March 31, 2026 results: revenue 1.3 billion, net income 214.6 million.

“in the business while maintaining our margin commitments and supporting long-term shareholder value." First Quarter 2026 Business and Financial Highlights • Total revenue of $1.3 billion, up 6% year-over-year on a reported and constant currency basis. • Total bookings of $1.5 billion, up 3% year-over-year on a reported basis and 2% on a constant currency basis. •”
DBVT DBV Technologies S.A.

DBV Technologies S.A. reported the three months ended March 31, 2026 results: net income $47.6 million, EPS $(0.11).

“Net loss was $47.6 million for the three months ended March 31, 2026”
W Wayfair Inc.

Wayfair Inc. reported the quarter and year ended March 31, 2026 results: revenue $2,931, net income $105, EPS $0.80.

“Months Ended March 31, 2026 2025 (in millions, except LTM net revenue per active customer, average order value and per share data) Key Financial Statement Metrics: Net revenue $ 2,931 $ 2,730 Gross profit $ 880 $ 837 Loss from operations $ (11) $ (122) Net loss $ (105) $ (113) Loss per share Basic $ (0.80) $ (0.89) Diluted $ (0.80) $ (0.89) Net cash used in”
AXTA Axalta Coating Systems Ltd.

Axalta Coating Systems Ltd. reported first quarter ended March 31, 2026 results: revenue $1.25 billion, net income $91 million.

“ended March 31, 2026. First Quarter 2026 Highlights: ▪ Exceeded guidance for first quarter net sales, Adjusted EBITDA and Adjusted Diluted EPS ▪ First quarter net sales of $1.25 billion ▪ Net income of $91 million with a net income margin of 7.3% ▪ Adjusted EBITDA of $259 million and Adjusted EBITDA margin of 20.6% ▪ Diluted EPS of $0.42 and Adjusted Diluted EPS”
PK Park Hotels & Resorts Inc.

Park Hotels & Resorts Inc. reported financial results for first quarter ended March 31, 2026.

“On April 30, 2026, Park Hotels & Resorts Inc. (the “Company”) issued a press release announcing its results of operations for the first quarter ended March 31, 2026”
INDV Indivior Pharmaceuticals, Inc.

Indivior Pharmaceuticals, Inc. reported first quarter ended March 31, 2026 results: revenue $317 million, net income $89 million, EPS $0.69 diluted earnings per share. Guidance raised.

“Form 8-K. --- EX-99.1 (EX-99.1) --- EX-99.1 Exhibit 99.1 Indivior Reports First Quarter 2026 Financial Results and Raises Full-Year 2026 Guidance • Q1’26 Total Net Revenue of $317 Million, Up 19% YoY • Q1’26 Total SUBLOCADE ® Net Revenue of $232 Million, Up 32% YoY • Q1’26 GAAP Net Income of $89 Million and Q1’26 Non-GAAP Net Income of $123 Million • Record”
CABO Cable One, Inc.

Cable One, Inc. reported first quarter of 2026 results: revenue $352,957, net income $35,774.

“today reported financial and operating results for the quarter ended March 31, 2026. Three Months Ended March 31, (dollars in thousands) 2026 2025 $ Change % Change Revenues $ 352,957 $ 380,601 $ (27,644) (7.3) % Net income $ 35,774 $ 2,607 $ 33,167 NM Net profit margin 10.1 % 0.7 % Cash flows from operating activities $ 118,220 $ 116,332 $ 1,888 1.6 % Adjusted”

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.