secwatch / observer

Earnings Releases

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

8-K items 2.02 JSON
TBCH Turtle Beach Corp

Turtle Beach Corp reported first quarter ended March 31, 2026 results: revenue $42.2 million, net income Net Loss of ($15.2) million. Guidance reaffirmed.

“results for the first quarter ended March 31, 2026 and reaffirmed full year 2026 guidance for net revenue and adjusted EBITDA. First Quarter Highlights • Net Revenue of $42.2 million. • Gross Margins of 26.8%. • Net Loss of ($15.2) million. • Adjusted EBITDA of ($6.5) million. • Generated cash flow from operations of $29.4 million. • Enhanced financial”
CARG CarGurus, Inc.

CarGurus, Inc. reported first quarter ended March 31, 2026 results: revenue $ 243.6, net income $ 32.2.

“highlights from continuing operations (1) for the three months ended March 31, 2026. Three Months Ended March 31, 2026 Results (in millions) Variance from Prior Year Revenue $ 243.6 15 % Gross Profit (2) $ 224.6 14 % % Margin 92 % (102) bps Operating Expenses (2) $ 184.5 25 % GAAP Net Income from continuing operations (2) $ 32.2 (23 )% % Margin 13 % (659) bps”
SRTS Sensus Healthcare, Inc.

Sensus Healthcare, Inc. reported the three months ended March 31, 2026 results: revenue $3.4 million.

“and non-oncological skin conditions, today announced financial results and business highlights for the three months ended March 31, 2026. Highlights included: ● Revenue of $3.4 million compared to $8.3 million for the three months ended March 31, 2025. o Excluding sales to the Company’s historically largest customer, revenue increased from $2.7 million in the”
WD Walker & Dunlop, Inc.

Walker & Dunlop, Inc. reported the quarter and year-to-date period ended March 31, 2026 results: revenue $301.3 million, net income $15.9 million, EPS $0.46 per diluted share.

“& Dunlop Reports First Quarter 2026 Financial Results FIRST QUARTER 2026 HIGHLIGHTS ● Total transaction volume of $13.7 billion, up 94% from Q1’25 ● Total revenues of $301.3 million, up 27% from Q1’25 ● Net income of $15.9 million and diluted earnings per share of $0.46, up 476% and 475%, respectively from Q1’25 ● Adjusted EBITDA (1) of $73.8 million, up 14%”
CTMX CytomX Therapeutics, Inc.

CytomX Therapeutics, Inc. reported for the quarter ended March 31, 2026 results: revenue 10.3 million.

“Total revenue was $10.3 million for the quarter ended March 31, 2026, compared to $50.9 million for the first quarter of 2025.”
PFLT PennantPark Floating Rate Capital Ltd.

PennantPark Floating Rate Capital Ltd. reported financial results for second quarter ended March 31, 2026.

“On May 7, 2026, PennantPark Floating Rate Capital Ltd., or the Company, issued a press release announcing its financial results for the second fiscal quarter ended March 31, 2026.”
WRBY Warby Parker Inc.

Warby Parker Inc. updated its the first quarter ended March 31, 2026 guidance (reaffirmed).

“On May 7, 2026, Warby Parker Inc. (the “ Company ”) issued a press release announcing the Company’s financial results for the first quarter ended March 31, 2026.”
XYZ Block, Inc.

Block, Inc. reported first quarter ended March 31, 2026 results: EPS $ (0.52). Guidance raised.

“Item 2.02 Results of Operations and Financial Condition. On May 7, 2026, Block, Inc. (the “Company”) issued a Shareholder Letter (the “Letter”) announcing its financial results for the first quarter ended March 31, 2026.”
FDUS FIDUS INVESTMENT Corp

FIDUS INVESTMENT Corp reported financial results for first quarter ended March 31, 2026.

“On May 7, 2026, Fidus Investment Corporation (the "Company") issued a press release announcing its financial results for the quarter ended March 31, 2026.”
AKBA Akebia Therapeutics, Inc.

Akebia Therapeutics, Inc. reported the first quarter ended March 31, 2026 results: revenue $53.5 million.

“Total revenues were $53.5 million in the first quarter of 2026 compared to $57.3 million in the first quarter of 2025.”
SPT Sprout Social, Inc.

Sprout Social, Inc. reported first quarter ended March 31, 2026 results: revenue Revenue was $121.5 million, net income GAAP net loss was ($6.3) million, EPS GAAP net loss per share was ($0.11).

“with an initial authorization of $50 million, which highlights our disciplined approach to capital allocation.” First Quarter 2026 Financial Highlights Revenue ●​ Revenue was $121.5 million, up 11% compared to the first quarter of 2025. ●​ Total remaining performance obligations (RPO) of $395.3 million as of March 31, 2026, up 10% year-over-year. ●​ Current”
FBIN Fortune Brands Innovations, Inc.

Fortune Brands Innovations, Inc. reported full-year 2026 results: EPS $3.00 to $3.30. Guidance lowered.

“EPS before charges / gains $3.35 to $3.65 $3.00 to $3.30”
FBIN Fortune Brands Innovations, Inc.

Fortune Brands Innovations, Inc. reported first quarter 2026 results: revenue $1.0 billion, EPS $0.20.

“Q1 2026 sales were $1.0 billion, a decrease of 2 percent versus Q1 2025; sales excluding the impact of China decreased 1 percent • Q1 2026 earnings per share (EPS) were $0.20, a decrease of 52 percent versus Q1 2025; EPS before charges / gains were $0.53, a decrease of 20 percent versus Q1 2025”
LNTH Lantheus Holdings, Inc.

Lantheus Holdings, Inc. updated its the three months ended March 31, 2026 guidance (reaffirmed).

“On May 7, 2026, Lantheus Holdings, Inc. (the “Company”) announced via press release its financial results as of and for the three months ended March 31, 2026. A copy of that press release is being furnished as Exhibit 99.1 and is hereby incorporated by reference.”
TRIP TripAdvisor, Inc.

TripAdvisor, Inc. reported preliminary financial results for the quarter ended March 31, 2026.

“On May 7, 2026, Tripadvisor, Inc. issued a press release announcing its preliminary financial results for the quarter ended March 31, 2026.”
CG Carlyle Group Inc.

Carlyle Group Inc. reported financial results for the first quarter ended March 31, 2026.

“On May 7, 2026 , The Carlyle Group Inc. issued a summary press release and a detailed earnings presentation announcing financial results for its first quarter ended March 31, 2026 .”
ATH-PA Athene Holding Ltd.

Athene Holding Ltd. reported financial results for first quarter ended March 31, 2026.

“On May 7, 2026, Athene Holding Ltd. (the “Company”) made available on its website the Company’s financial supplement for the first quarter ended March 31, 2026, furnished as Exhibit 99.1 hereto and incorporated by reference in this Item 2.02.”
RC Ready Capital Corp

Ready Capital Corp reported the quarter ended March 31, 2026 results: EPS $(1.25).

“e material book value pressure of the recent quarters will begin to subside, leaving a lower-leverage platform positioned to restart growth through our core CRE debt investing and SBA 7(a) lending businesses.” Financial Metrics • GAAP loss per common share of $(1.25) • Distributable loss per common share of $(1.00) • Distributable loss per common share before realized losses of $(0.33) Balance Sheet Repositioning • Generated $1.4 billion in cash year-to-date from loan sales and portfolio runoff, paying down over $1.1 billion in asset-level financing and retiring $184 million of corporate debt • Sold 48 CRE loans totaling $1.0 billion in unpaid principal balance across four transactions (66% performing, 34% non- and sub-performing) for net proceeds after asset-level financing paydowns of $177 million • Retired the 5.75% Senior Unsecured Notes in February 2026 and the 6.20% Senior Unsecure”
PSNL Personalis, Inc.

Personalis, Inc. updated its first quarter ended March 31, 2026 guidance (reaffirmed).

“On May 7, 2026, Personalis, Inc. issued a press release announcing its financial results for the quarter ended March 31, 2026. The full text of the press release is furnished as Exhibit 99.1 to this report on Form 8-K and is incorporated herein by reference.”
ANNX Annexon, Inc.

Annexon, Inc. reported first quarter ended March 31, 2026 results: net income $44.1 million or $0.23 per share, EPS $0.23 per share.

“March 31, 2025. The change in G&A expenses reflects ongoing corporate consulting and professional services costs. • Net loss: Net loss attributable to common stockholders was $44.1 million or $0.23 per share for the quarter ended March 31, 2026, compared to $54”
ACRE Ares Commercial Real Estate Corp

Ares Commercial Real Estate Corp reported the quarter ended March 31, 2026 results: net income $(9.6) million, EPS $(0.17) per diluted common share.

“reported generally accepted accounting principles (“GAAP”) net income (loss) of $(9.6) million or $(0.17) per diluted common share and Distributable Earnings 1 of $3.2 million or $0.06 per diluted common share for the first quarter of 2026.”
TROX Tronox Holdings plc

Tronox Holdings plc reported Q1 2026 results: revenue $760 million, net income Net loss attributable to Tronox of $103 million, EPS GAAP diluted loss per share was $0.65.

“dioxide (“TiO 2 ”) pigment, today reported its financial results for the quarter ending March 31, 2026, as follows: First Quarter 2026 Financial Highlights : • Revenue of $760 million , a 4% increase compared to the prior quarter and a 3% increase compared to the prior year • Loss from operations of $41 million ; Net loss attributable to Tronox of $103 million”
POST Post Holdings, Inc.

Post Holdings, Inc. reported second fiscal quarter ended March 31, 2026 results: revenue $2.0 billion, net income $81.9 million.

“Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the second fiscal quarter ended March 31, 2026. Highlights: • Second quarter net sales of $2.0 billion • Operating profit of $211.9 million; net earnings of $81.9 million and Adjusted EBITDA (non-GAAP)* of $395.0 million • Affirmed fiscal year 2026 Adjusted EBITDA (non-GAAP)*”
PHIO Phio Pharmaceuticals Corp.

Phio Pharmaceuticals Corp. reported quarter ended March 31, 2026 results: net income $4.0 million.

“31, 2025. The increase in general and administrative expenses was primarily driven by employee related costs, investor outreach and professional fees. Net Loss Net loss was $ 4.0 million for the three months ended March 31, 2026 as compared with $1.8 million for the three months ended March 31, 2025. The increase in net loss was attributable to increases in”
AVTX Avalo Therapeutics, Inc.

Avalo Therapeutics, Inc. reported preliminary financial results for the quarter ended March 31, 2026.

“As of March 31, 2026, the Company estimates that it had cash, cash equivalents and short-term investments of approximately $82.0 million.”
CION CION Investment Corp

CION Investment Corp reported financial results for the first quarter ended March 31, 2026.

“On May 7, 2026, CION issued a press release announcing its financial results for the first quarter ended March 31, 2026.”
TGLS Tecnoglass Inc.

Tecnoglass Inc. reported first quarter ended March 31, 2026 results: revenue $249.0 million, net income $31.9 million, EPS $0.71 per diluted share. Guidance reaffirmed.

“Tecnoglass Reports First Quarter 2026 Results - Record First Quarter Revenue of $249.0 Million, Up 12.0% Year-Over-Year - - Net Income of $31.9 Million, or $0.71 Per Diluted Share”
MSIF MSC INCOME FUND, INC.

MSC INCOME FUND, INC. reported the first quarter ended March 31, 2026 results: revenue Total investment income of $34.1 million, net income $13.2 million.

“• Adjusted net investment income (“ANII”) (1) of $15.6 million , or $0.34 per share • ANII before taxes (2) of $16.6 million , or $0.36 per share • Total investment income of $34.1 million • Net increase in net assets resulting from operations of $13.2 million , or $0.29 per share • Return on equity (4) of 7.3% on an annualized basis • Net asset value of $15.87 per”
LPCN Lipocine Inc.

Lipocine Inc. reported First Quarter Ended March 31, 2026 results: net income net loss of $3.7 million, EPS ($0.52) per diluted share.

“Lipocine reported a net loss of $3.7 million, or ($0.52) per diluted share, for the quarter ended March 31, 2026, compared with a net loss of $1.9 million, or ($0.35) per diluted share, for the quarter ended March 31, 2025.”
GOGO Gogo Inc.

Gogo Inc. reported the quarter ended March 31, 2026 results: revenue Total Revenue of $226.3 million, net income Net income for the quarter was $13.1 million. Guidance reaffirmed.

“Relations Contact: Collected Strategies Stacey Giglio +1 321-525-4607 Gogo-CS@collectedstrategies.com sgiglio@gogoair.com GOGO ANNOUNCES FIRST QUARTER RESULTS Total Revenue of $226.3 million; Equipment Revenue up 22% Year-Over-Year to $38.6 million on Record ATG Unit Sales Net Income of $13.1 million, Adjusted EBITDA 1 of $53.3 million, up 41% Sequentially Gogo”
OPRT Oportun Financial Corp

Oportun Financial Corp reported first quarter ended March 31, 2026 results: revenue $229, net income $2.3, EPS $0.05. Guidance reaffirmed.

“guidance of $1.50 to $1.65 continues to reflect 16% year-over-year growth at the midpoint.” First Quarter 2026 Results Metric GAAP Adjusted 1 1Q26 1Q25 1Q26 1Q25 Total revenue $229 $236 Net income $2.3 $10 $10 $19 Diluted EPS $0.05 $0.21 $0.21 $0.40 Adjusted EBITDA $29 $34 Dollars in millions, except per share amounts. 1 See the section entitled “”
NGVC Natural Grocers by Vitamin Cottage, Inc.

Natural Grocers by Vitamin Cottage, Inc. reported second quarter of fiscal 2026 ended March 31, 2026 results: revenue $337.4 million, net income $13.4 million, EPS $0.58.

“for its second quarter of fiscal 2026 ended March 31, 2026. Highlights for Second Quarter Fiscal 2026 Compared to Second Quarter Fiscal 2025 ● Net sales increased 0.5% to $337.4 million; ● Daily average comparable store sales increased 0.5%, and 9.4% on a two-year basis; ● Net income increased 2.5% to $13.4 million, with diluted earnings per share of $0.58; ●”
PGNY Progyny, Inc.

Progyny, Inc. reported the three-month period ended March 31, 2026 results: revenue $328,504, net income $24,232, EPS $0.29.

“returned value to our investors by repurchasing 8.8 million shares.” First Quarter 2026 Highlights: (unaudited; in thousands, except per share amounts) 1Q 2026 1Q 2025 Revenue $328,504 $324,038 Gross Profit $83,071 $75,795 Gross Margin 25.3% 23.4% Net Income $24,232 $15,059 Net Income per Diluted Share 1 $0.29 $0.17 Adjusted Earnings per Diluted Share 2 $0.50”
WHF WhiteHorse Finance, Inc.

WhiteHorse Finance, Inc. reported financial results for the first quarter ended March 31, 2026.

“On May 7, 2026, WhiteHorse Finance, Inc. (the “Company”) issued a press release announcing a quarterly distribution and 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.”
ZTS Zoetis Inc.

Zoetis Inc. reported full year 2026 results: revenue $9.680 - $9.960 Billion, EPS $6.85 to $7.00.

“Revises Full Year 2026 Revenue Guidance to $9.680 - $9.960 Billion with Organic Operational Revenue Growth of 2% to 5% • Revises Full Year 2026 Guidance for Organic Operational Growth in Adjusted Net Income to 2% to 6% • Revises Guidance for Diluted EPS on an Adjusted Basis to $6.85 to $7.00”
ZTS Zoetis Inc.

Zoetis Inc. reported Q1 2026 results: revenue $2.3 Billion, net income $601 million, EPS $1.42 per diluted share.

“Zoetis Announces First Quarter 2026 Results • Revenue of $2.3 Billion, Growing 3%, and Net Income of $601 Million, or $1.42 per Diluted Share, Flat and Increasing 6%, Respectively, on a Reported Basis • Adjusted Net Income of $646 Million, or Adjusted Diluted EPS of $1.53”
ACRS Aclaris Therapeutics, Inc.

Aclaris Therapeutics, Inc. reported first quarter of 2026 results: revenue $2.0 million, net income Net loss was $19.8 million.

“First quarter 2026 Net loss was $19.8 million for the first quarter of 2026 compared to $15.1 million for the first quarter of 2025. Total revenue was $2.0 million for the first quarter of 2026 compared to $1.5 million for the first quarter of 2025.”
PRTA PROTHENA CORP PUBLIC LTD CO

PROTHENA CORP PUBLIC LTD CO reported financial results for first quarter of 2026.

“On May 7, 2026, Prothena Corporation plc issued a press release announcing its financial results for the first quarter ended March 31, 2026.”
ABNB Airbnb, Inc.

Airbnb, Inc. reported first quarter ended March 31, 2026 results: revenue $2.7B, net income $160M.

“Revenue $2.7B 18% Y/Y 15% Y/Y (ex-FX) Net Income $160M 6% Net income margin”
FWONA Liberty Media Corp

Liberty Media Corp reported financial results for the quarter ended March 31, 2026.

“On May 7, 2026, Liberty Media Corporation (the “Company”) issued a press release (the “Earnings Release”) setting forth information, including financial information, which is intended to supplement the financial statements and related Management's Discussion and Analysis of Financial Condition and Results of Operations contained in the Company's Quarterly Report on Form 10-Q for the quarter ended March 31, 2026, filed with the Securities and Exchange Commission (the “SEC”) on May 7, 2026.”
DDOG Datadog, Inc.

Datadog, Inc. reported full year 2026 results: revenue $4.30 billion and $4.34 billion, EPS $2.36 and $2.44. Guidance initiated.

“Full Year 2026 Outlook: ◦ Revenue between $4.30 billion and $4.34 billion. ◦ Non-GAAP operating income between $940 million and $980 million. ◦ Non-GAAP net income per share between $2.36 and $2.44”
DDOG Datadog, Inc.

Datadog, Inc. reported second quarter 2026 results: revenue $1.07 billion and $1.08 billion, EPS $0.57 and $0.59. Guidance initiated.

“Second Quarter 2026 Outlook: ◦ Revenue between $1.07 billion and $1.08 billion. ◦ Non-GAAP operating income between $225 million and $235 million. ◦ Non-GAAP net income per share between $0.57 and $0.59”
DDOG Datadog, Inc.

Datadog, Inc. reported quarter ended March 31, 2026 results: revenue $1,006 million, EPS $0.60.

“reference in such filing. --- EX-99.1 (EX-99.1) --- Datadog Announces First Quarter 2026 Financial Results May 7, 2026 First quarter revenue grew 32% year-over-year to $1,006 million Robust growth of larger customers, with about 4,550 $100k+ ARR customers, up from about 3,770 a year ago Launched MCP Server, Bits AI Security Agent, GPU Monitoring, and”
HASI HA Sustainable Infrastructure Capital, Inc.

HA Sustainable Infrastructure Capital, Inc. reported the quarter ended March 31, 2026 results: net income GAAP Net Income (Loss) $ (71,965), EPS GAAP Diluted earnings (loss) per share (0.57). Guidance reaffirmed.

“of our financial results is detailed in the table below: For the Three Months Ended March 31, 2026 2025 (in thousands, except for per share data) GAAP Net Income (Loss) $ (71,965) $ 56,612 GAAP Diluted earnings (loss) per share (0.57) 0.44 Adjusted earnings 101,747 78,067 Adjusted earnings per share 0.77 0.64 GAAP-based net investment income (loss)”
NWSA NEWS CORP

NEWS CORP reported the three months ended March 31, 2026 results: revenue $2.19 billion, net income $121 million, EPS $0.16.

“--- EX-99.1 (EX-99.1) --- NEWS CORPORATION REPORTS THIRD QUARTER RESULTS FOR FISCAL 2026 FISCAL 2026 THIRD QUARTER KEY FINANCIAL HIGHLIGHTS • Third quarter revenues were $2.19 billion, a 9% increase compared to $2.01 billion in the prior year, driven by growth at the Digital Real Estate Services, Dow Jones and Book Publishing segments. • Net income from”
INTS INTENSITY THERAPEUTICS, INC.

INTENSITY THERAPEUTICS, INC. reported the three months ended March 31, 2026 results: net income net loss was $2.4 million.

“31, 2025. This increase was partially offset by lower stock-based compensation and one-time expenses related to our reverse stock split in February 2026. Overall, net loss was $2.4 million for the three months ended March 31, 2026, compared to a net loss of $3.3 million for the three months ended March 31, 2025. As of March 31, 2026, cash and cash equivalents”
CWEN Clearway Energy, Inc.

Clearway Energy, Inc. reported first quarter 2026 results: net income Net Loss of $68 million. Guidance reaffirmed.

“2026 financial guidance PRINCETON, NJ — May 7, 2026 — Clearway Energy, Inc. (NYSE: CWEN, CWEN.A) today reported first quarter 2026 financial results, including Net Loss of $68 million, Adjusted EBITDA of $257 million, Cash from Operating Activities of $401 million, and Cash Available for Distribution (CAFD) of $70 million. “Our diversified fleet remains on”
SILA Sila Realty Trust, Inc.

Sila Realty Trust, Inc. reported the quarter ended March 31, 2026 results: net income Net income of $12.4 million, or $0.22 per diluted share, EPS $0.22 per diluted share.

“and resilient healthcare sector, today announced operating results for the first quarter ended March 31, 2026. Highlights for the quarter ended March 31, 2026: • Net income of $12.4 million, or $0.22 per diluted share • Cash net operating income*, or Cash NOI, of $46.3 million • Adjusted funds from operations*, or AFFO, of $33.5 million, or $0.61 per diluted share •”
CHMI Cherry Hill Mortgage Investment Corp

Cherry Hill Mortgage Investment Corp reported first quarter of 2026 results: net income $2.0 million, EPS $0.05 per share.

“Cherry Hill reported GAAP net loss applicable to common stockholders for the first quarter of 2026 of $2.0 million, or $0.05 per basic and diluted weighted average common share outstanding.”
REAL TheRealReal, Inc.

TheRealReal, Inc. reported first quarter ended March 31, 2026 results: revenue $190 million, net income $39 million, EPS $0.33. Guidance raised.

“as the operating system for luxury ownership.” First Quarter Highlights • GMV wa s $606 million, an increase of 24% compared to the same period in 2025 • Total Revenue was $190 million, an increase of 19% compared to the same period in 2025 • Gross Profit was $141 million, an increase of $21 million compared to the same period in 2025 • Gross Margin was 74.5%,”

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.