secwatch / observer

Earnings Releases

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

8-K items 2.02 JSON
NEO NEOGENOMICS INC

NEOGENOMICS INC reported first quarter of 2026 results: revenue $187 million, net income $17 million. Guidance raised.

“Consolidated revenue for the first quarter of 2026 was $187 million, an increase of 11% over the same period in 2025.”
UPS UNITED PARCEL SERVICE INC

UNITED PARCEL SERVICE INC reported the quarter ended March 31, 2026 results: revenue $21.2 billion, net income $864 million, EPS $1.02. Guidance reaffirmed.

“Non-GAAP Adj. Diluted EPS of $1.07 • Reaffirms Full Year 2026 Guidance ATLANTA – April 28, 2026 – UPS (NYSE:UPS) today announced first-quarter 2026 consolidated revenues of $21.2 billion. Consolidated operating profit was $1.27 billion; non-GAAP adjusted consolidated operating profit was $1.32 billion. Diluted earnings per share were $1.02 for the quarter;”
AIT APPLIED INDUSTRIAL TECHNOLOGIES INC

APPLIED INDUSTRIAL TECHNOLOGIES INC reported fiscal 2026 third quarter ended March 31, 2026 results: revenue $1.3 billion, net income $99.8 million, EPS $2.65. Guidance raised.

“the Exchange Act. --- EX-99.1 (EX-99.1) --- Financial Release For Immediate Release Applied Industrial Technologies Reports Fiscal 2026 Third Quarter Results • Net Sales of $1.3 Billion Up 7.3% YoY; Up 6.0% on an Organic Basis • Net Income of $99.8 Million; EPS of $2.65 Up 3.1% YoY • Operating Income of $137.9 Million; EBITDA of $153.9 Million Up 6.2% YoY •”
MDLZ Mondelez International, Inc.

Mondelez International, Inc. reported the first quarter ended March 31, 2026 results: revenue $10,080, net income $560, EPS $0.44.

“Net Revenue $ in millions Reported Net Revenues Organic Net Revenue Growth Q1 2026 % Chg vs PY Q1 2026 Vol/Mix Pricing Quarter 1 Latin America $ 1,348 12.1 % 5.1 % (3.0) pp 8.1 pp Asia, Middle East & Africa 2,304 14.3 11.3 5.8 5.5 Europe 3,871 9.0 (0.6) (3.2) 2.6 North America 2,557 0.5 0.5 (0.4) 0.9 Mondelēz International $ 10,080 8.2 % 3.0 % (0.5) pp 3.5 pp”
NOG NORTHERN OIL & GAS, INC.

NORTHERN OIL & GAS, INC. reported 2026 first quarter results: net income GAAP net loss of $522.8 million.

“(50% oil), a 10% increase from the first quarter of 2025 • Record natural gas production of 448,444 Mcf per day, a 33% increase from the first quarter of 2025 • GAAP net loss of $522.8 million, Adjusted EBITDA of $342.5 million, and Adjusted Net Income of $74.7 million. See “”
ALLIANCEBERNSTEIN L.P.

ALLIANCEBERNSTEIN L.P. reported financial results for the quarter ended March 31, 2026.

“AllianceBernstein L.P. and AllianceBernstein Holding L.P. (collectively, “AB”) are furnishing their news release issued on April 28, 2026 announcing financial and operating results for the quarter ended March 31, 2026”
HOPE HOPE BANCORP INC

HOPE BANCORP INC reported financial results for first quarter ended March 31, 2026.

“On April 28, 2026, Hope Bancorp, Inc. (“HOPE” or the “Company”) issued a news release concerning its results of operations and financial condition for the first quarter ended and as of March 31, 2026.”
ZBH ZIMMER BIOMET HOLDINGS, INC.

ZIMMER BIOMET HOLDINGS, INC. reported the fiscal year ending December 31, 2026 results: EPS $8.40 - $8.55. Guidance raised.

“The Company is updating its full-year 2026 financial guidance as follows:”
ZBH ZIMMER BIOMET HOLDINGS, INC.

ZIMMER BIOMET HOLDINGS, INC. reported the quarter ended March 31, 2026 results: revenue $2.087 billion, net income $238.1 million, EPS $1.22.

“The Company reported first quarter net sales of $2.087 billion, an increase of 9.3% over the prior year period, an increase of 6.8% on a constant currency 1 basis and an increase of 2.9% on an organic constant currency 1 basis.”
STX Seagate Technology Holdings plc

Seagate Technology Holdings plc reported financial results for the fiscal third quarter ended April 3, 2026.

“On April 28, 2026 , Seagate Technology Holdings plc (the “Company” or “Seagate”) issued a press release reporting its financial results for the fiscal third quarter ended April 3, 2026. The press release is attached to this Current Report on Form 8-K as Exhibit 99.1.”
ABG ASBURY AUTOMOTIVE GROUP INC

ASBURY AUTOMOTIVE GROUP INC reported first quarter 2026 results: revenue $4.1 billion, net income $188 million, EPS $9.87 per diluted share.

“Asbury Automotive Group Reports First Quarter Results • Revenue of $4.1 billion • Gross Profit of $727 million • Used Retail Gross Profit per Unit of $1,847, growth of 16% • EPS of $9.87 per diluted share; adjusted EPS, a non-GAAP measure, of $5.37 per diluted share • Net income of $188 million; adjusted net income, a non-GAAP measure, of $102 million • Repurchased approximately 678,000 shares for $147 million • Over 50% of stores converted to Tekion as of April 28, 2026”
LRN Stride, Inc.

Stride, Inc. reported the third quarter of fiscal year 2026 ended March 31, 2026 results: revenue $629,873, net income $88,527, EPS $1.93.

“Third Quarter Fiscal 2026 Summary Financial Metrics Three Months Ended March 31, Change 2026/2025 2026 2025 $ % (In thousands, except percentages and per share data) Revenues $ 629,873 $ 613,376 $ 16,497 2.7% Income from operations 129,080 130,786 (1,706) (1.3%) Adjusted operating income (1) 140,424 141,744 (1,320) (0.9%) Net income 88,527 99,346 (10,819)”
WNEB Western New England Bancorp, Inc.

Western New England Bancorp, Inc. reported three months ended March 31, 2025 results: net income $2.3 million, EPS $0.11 per diluted share.

“compared to net income of $2.3 million, or $0.11 per diluted share, for the three months ended March 31, 2025.”
WNEB Western New England Bancorp, Inc.

Western New England Bancorp, Inc. reported three months ended March 31, 2026 results: net income $4.8 million, EPS $0.24 per diluted share.

“company for Westfield Bank (the “Bank”), announced today the unaudited results of operations for the three months ended March 31, 2026. The Company reported net income of $4.8 million, or $0.24 per diluted share, for the three months ended March 31, 2026, compared to net income of $2.3 million, or $0.11 per diluted share, for the three months ended March 31,”
JBLU JETBLUE AIRWAYS CORP

JETBLUE AIRWAYS CORP reported first quarter ended March 31, 2026 results: revenue $2.2 billion.

“Financial Results • First quarter 2026 system capacity decreased by 1.7% year-over-year, within our revised guidance (1) range of down 2.0% to down 1.0%. • Operating revenue of $2.2 billion for the first quarter of 2026, an increase of 4.7% year-over-year. • Operating revenue per available seat mile ("RASM") increased 6.5% year-over-year, near the better end of our”
SPFI SOUTH PLAINS FINANCIAL, INC.

SOUTH PLAINS FINANCIAL, INC. reported first quarter ended March 31, 2026 results: net income $14.5 million, EPS $0.85.

“Net income for the first quarter of 2026 was $14.5 million, compared to $15.3 million for the fourth quarter of 2025 and $12.3 million for the first quarter of 2025. ● Diluted earnings per share for the first quarter of 2026 was $0.85, compared to $0.90 for the fourth quarter of 2025 and $0.72 for the first quarter of 2025.”
NBR NABORS INDUSTRIES LTD

NABORS INDUSTRIES LTD reported three months ended March 31, 2026 results: revenue $784 million, net income Net loss attributable to Nabors’ shareholders for the quarter was $15 million. Guidance reaffirmed.

“Nabors Industries Ltd. (“Nabors” or the “Company”) (NYSE: NBR) today reported first quarter 2026 operating revenues of $784 million. Net loss attributable to Nabors’ shareholders for the quarter was $15 million, compared to net income of $10 million in the fourth quarter.”
CVLT COMMVAULT SYSTEMS INC

COMMVAULT SYSTEMS INC reported fiscal year ended March 31, 2026 results: revenue $1,184 million. Guidance initiated.

“Full Year Fiscal 2026 Highlights - • Total revenues were $1,184 million, up 19% year over year”
CVLT COMMVAULT SYSTEMS INC

COMMVAULT SYSTEMS INC reported fourth fiscal quarter ended March 31, 2026 results: revenue $312 million. Guidance initiated.

“Fourth Quarter Fiscal 2026 Highlights - • Total revenues were $312 million, up 13% year over year”
CDNA CareDx, Inc.

CareDx, Inc. reported the first quarter ended March 31, 2026 results: revenue $118 million, net income $3 million, EPS $0.05. Guidance raised.

“for transplant patients and caregivers, today reported financial results for the first quarter ended March 31, 2026. First Quarter 2026 Financial Highlights · Revenue of $118 million, an increase of 39% year-over-year · Testing services revenue of $91 million, an increase of 48% year-over-year, and testing services volume of approximately 54,900, an increase”
UCTT Ultra Clean Holdings, Inc.

Ultra Clean Holdings, Inc. reported the first quarter ended March 27, 2026 results: revenue $533.7 million, net income net loss was $(17.9) million or $(0.40) per diluted share, EPS $(0.40) per diluted share. Guidance initiated.

“driving efficiencies across our global footprint positions us well to deliver sustained growth over the long-term.” First Quarter 2026 GAAP Financial Results Total revenue was $533.7 million. Products contributed $465.7 million and Services added $68.0 million. Total gross margin was 15.8%, operating margin was 2.1%, and net loss was $(17.9) million or $(0.40) per”
FSBC FIVE STAR BANCORP

FIVE STAR BANCORP reported the three months ended March 31, 2026 results: net income $18.6 million, EPS $0.87 per share.

“Five Star Bancorp (Nasdaq: FSBC) (“Five Star” or the “Company”), a holding company that operates through its wholly owned banking subsidiary, Five Star Bank (the “Bank”), today reported net income of $18.6 million for the three months ended March 31, 2026”
TMUS T-Mobile US, Inc.

T-Mobile US, Inc. reported the quarter ended March 31, 2026 results: revenue $18.8 billion, net income $2.5 billion, EPS $2.27. Guidance raised.

“Average Revenue Per Account (“ARPA”) of $151.93 grew 3.9% year-over-year Translating Strong Account Growth into Durable and Profitable Financial Growth (1) • Service revenues of $18.8 billion grew 11% year-over-year, industry-leading growth • Postpaid service revenues of $15.6 billion grew 15% year-over-year, industry-leading growth • Net income of $2.5 billion”
ARCC ARES CAPITAL CORP

ARES CAPITAL CORP reported the first quarter ended March 31, 2026 results: net income $ 92, EPS $ 0.13.

“income(1) $ 398 $ 0.55 $ 365 $ 0.54 Net realized gains (losses)(1) $ 106 $ 0.15 $ (61) $ (0.09) Net unrealized losses(1) $ (412) $ (0.57) $ (63) $ (0.09) GAAP net income(1) $ 92 $ 0.13 $ 241 $ 0.36 As of (dollar amounts in millions, except per share data) March 31, 2026 December 31, 2025 Portfolio investments at fair value $ 29,499 $ 29,485 Total assets $”
EXR Extra Space Storage Inc.

Extra Space Storage Inc. reported the three months ended March 31, 2026 results: net income $ 240,977, EPS $1.14 per diluted share.

“shown in thousands, except share and per share data): For the Three Months Ended March 31, 2026 2025 (per share) 1 (per share) 1 Net income attributable to common stockholders $ 240,977 $ 1.14 $ 270,875 $ 1.28 Impact of the difference in weighted average number of shares – diluted 2 (0.04) (0.06) Adjustments: Real estate depreciation 170,895 0.77 159,170 0.72”
EXLS ExlService Holdings, Inc.

ExlService Holdings, Inc. reported three months ended March 31, 2026 results: revenue $570.4 million, EPS $0.43. Guidance raised.

“for purposes of Section 18 of the Securities Exchange Act of 1934, as amended. --- EX-99.1 (EX-99.1) --- EXL REPORTS 2026 FIRST QUARTER RESULTS 2026 First Quarter Revenue of $570.4 Million, up 13.8% year-over-year Q1 Diluted EPS (GAAP) of $0.43, up 5.7% from $0.40 in Q1 of 2025 Q1 Adjusted Diluted EPS (Non-GAAP) (1) of $0.58, up 20.2% from $0.48 in Q1 of 2025 New”
IVT InvenTrust Properties Corp.

InvenTrust Properties Corp. updated its 2026 guidance (lowered).

“InvenTrust has updated its 2026 guidance, as summarized in the following table.”
IVT InvenTrust Properties Corp.

InvenTrust Properties Corp. reported financial results for three months ended March 31, 2026.

“Net Income for the three months ended March 31, 2026 was $5.2 million, or $0.07 per diluted share, compared to $6.8 million, or $0.09 per diluted share, for the same period in 2025.”
IVT InvenTrust Properties Corp.

InvenTrust Properties Corp. reported quarter ended March 31, 2026 results: net income 5.2 million, EPS 0.07.

“For the three months ended March 31, 2026 and 2025, the Company reported Net Income of $5.2 million, or $0.07 per diluted share, and Net Income of $6.8 million, or $0.09 per diluted share, respectively.”
MX MAGNACHIP SEMICONDUCTOR Corp

MAGNACHIP SEMICONDUCTOR Corp reported first quarter 2026 results: revenue $46.2 million, net income Loss from continuing operations (4,697), EPS Diluted Loss per Common Share (0.13).

“for First Quarter 2026 Q1 Results Summary • Consolidated revenue from continuing operations (which includes Power Analog Solutions (“PAS”) and Power IC (“PIC”) businesses) was $46.2 million, approximately at the mid-point of our guidance range of $44.0 to $48.0 million. • Revenue grew by 3.3% year over year and 13.9% quarter over quarter. • Consolidated gross profit”
Federal Home Loan Bank of Indianapolis

Federal Home Loan Bank of Indianapolis reported the quarter ended March 31, 2026 results: net income $81 million.

“Net income was $81 million, a net increase of $6 million compared to the corresponding period in the prior year.”
VRNS VARONIS SYSTEMS INC

VARONIS SYSTEMS INC updated its first quarter ended March 31, 2026 guidance (raised).

“On April 28, 2026, Varonis Systems, Inc. issued a press release announcing its financial results for the first quarter ended March 31, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference.”
HRI HERC HOLDINGS INC

HERC HOLDINGS INC reported first quarter ended March 31, 2026 results: revenue $1,139 million, net income Net loss of $24 million, EPS $0.72 loss per diluted share. Guidance reaffirmed.

“First Quarter 2026 Highlights – Equipment rental revenue of $981 million increased 33% – Total revenues of $1,139 million increased 32% – Net loss of $24 million, or $0.72 loss per diluted share, and adjusted net income of $7 million, or $0.21 per diluted share – Adjusted EBITDA of $448 million increased 33% with adjusted EBITDA margin flat at 39% – Free cash flow of $94 million nearly doubled compared to $49 million in the prior year”
CBNA CHAIN BRIDGE BANCORP INC

CHAIN BRIDGE BANCORP INC reported first quarter of 2026 (Three Months Ended March 31, 2026) results: net income $7.1 million, EPS $1.08 per basic and diluted common share outstanding.

““Bank”), today announced financial results for the first quarter of 2026. First Quarter 2026 Financial Highlights (Three Months Ended March 31, 2026): • Consolidated Net Income: $7.1 million • Earnings Per Share: $1.08 per basic and diluted common share outstanding • Return on Average Equity: 16.56% (on an annualized basis) • Return on Average Assets: 1.59% (on an”
V VISA INC.

VISA INC. reported fiscal second quarter ended March 31, 2026 results: revenue $11.2B, net income $6.0B, EPS $3.14 per share.

“Results San Francisco, CA, April 28, 2026 – Visa (NYSE: V) • GAAP net income of $6.0B or $3.14 per share and non-GAAP net income of $6.3B or $3.31 per share • Net revenue of $11.2B, an increase of 17%, or 16% on a constant-dollar basis • Growth in payments volume, cross-border volume and processed transactions was strong • Share repurchases and dividends”
NXPI NXP Semiconductors N.V.

NXP Semiconductors N.V. reported first quarter 2026 results: revenue $3.18 billion, net income $1,122, EPS $4.43.

“April 28, 2026 – NXP Semiconductors N.V. (NASDAQ: NXPI) today reported financial results for the first quarter, which ended March 29, 2026. “NXP delivered quarterly revenue of $3.18 billion, up 12% year over year, with broad-based improvement across all of our focus end markets, led by our company-specific growth drivers. Our growth reflects sustained investment,”
MRDN Meridian Holdings Inc./NV

Meridian Holdings Inc./NV reported the first quarter ended March 31, 2026 results: revenue $50.1 million, net income $2.2 million, EPS $0.18 per diluted share.

“Meridian Holdings Reports Q1 2026 Financial Results Revenue Up 17% Year-Over-Year to $50.1 Million Returns to Profitability with Net Income of $2.2 Million Adjusted EBITDA Up 26% Year-Over-Year to $6.3 Million, Exceeding Guidance”
CLW Clearwater Paper Corp

Clearwater Paper Corp reported first quarter ended March 31, 2026 results: revenue $360 million, net income $13 million, or $0.80 per diluted share, EPS $(0.80) per diluted share.

“supplier of bleached paperboard to North American converters today reported financial results for the first quarter ended March 31, 2026. FIRST QUARTER HIGHLIGHTS • Net sales of $360 million versus $378 million in the first quarter of 2025, with volume up 5%, offset by lower market pricing • Net loss of $13 million, or $0.80 per diluted share versus net loss of $6”
SEVN Seven Hills Realty Trust

Seven Hills Realty Trust reported the quarter ended March 31, 2026 results: EPS Distributable Earnings of $0.24 per share.

“Seven Hills Realty Trust (Nasdaq: SEVN) today announced its financial results for the quarter ended March 31, 2026”
ENPH Enphase Energy, Inc.

Enphase Energy, Inc. reported the first quarter of 2026 results: revenue $282.9 million, net income GAAP net loss of $7.4 million, EPS GAAP diluted loss per share of $0.06.

“today financial results for the first quarter of 2026, which included the summary below from its President and CEO, Badri Kothandaraman. We reported quarterly revenue of $282.9 million in the first quarter of 2026, along with 43.9% for non-GAAP gross margin. We shipped approximately 1.41 million microinverters, or 627.6 megawatts DC, and 103.1 megawatt hours”
TWO TWO HARBORS INVESTMENT CORP.

TWO HARBORS INVESTMENT CORP. reported the fiscal quarter ended March 31, 2026 results: net income $ 19,477, EPS $ 0.18.

“age basic common share Annualized return on average common equity Earnings Per weighted average basic common share Annualized return on average common equity Comprehensive (Loss) Income $ (24,714) $ (0.24) (8.4) % $ 50,429 $ 0.48 17.2 % GAAP Net Income (Loss) $ 19,477 $ 0.18 6.6 % $ (1,325) $ (0.02) (0.5) % Earnings Available for Distribution (1) $ 35,756 $ 0.34 12.2 % $ 27,435 $ 0.26 9.4 % Operating Metrics Dividend per common share $ 0.34 $ 0.34 Annualized dividend yield (2) 11.9 % 13.0 % Book value per common share at period end $ 10.57 $ 11.13 Economic return on book value (3) (2.0) % 3.9 % Operating expenses, excluding non-cash LTIP amortization and merger-related costs (4) $ 39,391 $ 43,699 Operating expenses, excluding non-cash LTIP amortization and merger-related costs, as a percentage of average equity (4) 8.8 % 9.7 % _______________ (1) Earnings Available for Distribution, or E”
GM General Motors Co

General Motors Co reported first-quarter 2026 results: revenue $43.6 billion, net income $2.6 billion. Guidance raised.

“GM releases 2026 first-quarter results, declares quarterly dividend DETROIT – General Motors (NYSE: GM) today reported first-quarter 2026 revenue of $43.6 billion, net income attributable to stockholders of $2.6 billion, and EBIT-adjusted of $4.3 billion. The company is raising its full-year 2026 EBIT adjusted guidance due to a favorable adjustment of approximately $0.5 billion resulting from the U.S. Supreme Court decision regarding certain U.S. tariffs that were paid under the International Emergency Economic Powers Act.”
STEL Stellar Bancorp, Inc.

Stellar Bancorp, Inc. reported first quarter of 2026 results: net income $27.0 million, EPS $0.53 per diluted share.

“STELLAR BANCORP, INC. REPORTS FIRST QUARTER 2026 RESULTS HOUSTON, April 28, 2026 - Stellar Bancorp, Inc. (the “Company” or “Stellar”) (NYSE: STEL) today reported net income of $27.0 million, or diluted earnings per share of $0.53, for the first quarter of 2026, compared to net income of $26.1 million, or diluted earnings per share of $0.51, for the fourth quarter of”
PEB Pebblebrook Hotel Trust

Pebblebrook Hotel Trust reported the full year 2026 results: net income ($6.0) to $6.0 million, EPS $1.60 to $1.70. Guidance raised.

“2026 OUTLOOK ▪ Net income (loss): ($6.0) to $6.0 million ▪ Same-Property Total RevPAR Growth Rate: 3.0% to 5.0%; midpoint increased by 75 bps ▪ Adjusted EBITDA re : $336.0 to $348.0 million; midpoint increased by $10.0 million ▪ Adjusted FFO per diluted share: $1.60 to $1.70; midpoint increased by $0.09”
PEB Pebblebrook Hotel Trust

Pebblebrook Hotel Trust reported the three months ended March 31, 2026 results: net income ($18.4) million, EPS $0.32.

“Net loss: ($18.4) million ▪ Same-Property Hotel EBITDA: $82.2 million, $8.2 million above the high end of the Company’s outlook ▪ Adjusted EBITDA re : $73.3 million, $9.3 million above the outlook’s high end ▪ Adjusted FFO per diluted share: $0.32, exceeding the outlook’s high end by $0.09”
ST Sensata Technologies Holding plc

Sensata Technologies Holding plc reported financial results for first quarter ended March 31, 2026.

“On April 28, 2026, Sensata Technologies Holding plc (the "Company") issued a press release announcing its financial results for the first quarter ended March 31, 2026.”
EBMT Eagle Bancorp Montana, Inc.

Eagle Bancorp Montana, Inc. reported financial results for the quarter ended March 31, 2026.

“On April 28, 2026, Eagle Bancorp Montana, Inc. announced its results of operations for the quarter ended March 31, 2026.”
STAG STAG Industrial, Inc.

STAG Industrial, Inc. reported first quarter of 2026 results: net income $62.0 million, EPS $0.32.

“per basic and diluted common share for the first quarter of 2026, compared to $0.49 of net income per basic and diluted common share for the first quarter of 2025. Reported $62.0 million of net income attributable to common stockholders for the first quarter of 2026, compared to net income attributable to common stockholders of $91.3 million for the first quarter”
QUAD Quad/Graphics, Inc.

Quad/Graphics, Inc. reported first quarter ended March 31, 2026 results: revenue $581 million, net income $6 million, EPS $0.13 Diluted Earnings Per Share. Guidance reaffirmed.

“company that solves complex marketing challenges for its clients, today reported results for the first quarter ended March 31, 2026. Recent Highlights • Realized Net Sales of $581 million in the first quarter of 2026 compared to $629 million in the first quarter of 2025, representing a 7.7% decline in Net Sales or a 4.3% decline in Net Sales excluding the February”
AAT American Assets Trust, Inc.

American Assets Trust, Inc. reported first quarter ended March 31, 2026 results: net income $5.1 million for the first quarter, or $0.08 per diluted share, EPS $0.08 per diluted share.

“Net income available to common stockholders of $5.1 million for the first quarter, or $0.08 per diluted 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.