secwatch / observer

Earnings Releases

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

8-K items 2.02 JSON
CSW CSW INDUSTRIALS, INC.

CSW INDUSTRIALS, INC. reported fiscal fourth quarter ended March 31, 2026 results: revenue $309.0 million, net income $20.2 million, EPS $1.22.

“Total revenue increased 34.0% to a record of $309.0 million”
BRN BARNWELL INDUSTRIES INC

BARNWELL INDUSTRIES INC reported its second quarter ended March 31, 2026 results: revenue $2,535,000, net income consolidated net loss of $1,116,000, EPS $0.09 per share.

“For the quarter ended March 31, 2026, Barnwell reported revenue of $2,535,000 and a consolidated net loss of $1,116,000, compared to revenue of $2,630,000 and a consolidated net loss of $1,412,000 million for the quarter ended December 31, 2025. Net loss attributable to Barnwell shareholders improved to $1,150,000, or $0.09 per share, compared with $1,426,000, or $0.13 per share, in the prior quarter.”
MOD MODINE MANUFACTURING CO

MODINE MANUFACTURING CO reported fourth quarter and fiscal year ended March 31, 2026 results: revenue $954.4 million, net income $73.6 million, EPS $1.36. Guidance initiated.

“technology and solutions, today reported financial results for the quarter and fiscal year ended March 31, 2026. Fourth Quarter Highlights: ● Record quarterly net sales of $954.4 million increased $307.2 million, or 47 percent, from the prior year ● Net earnings of $73.6 million increased $23.5 million, or 47 percent, from the prior year ● Earnings per share of”
KLRA Kailera Therapeutics, Inc.

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

“On May 26, 2026, Kailera Therapeutics, Inc. (the "Company") issued a press release reporting its financial results for the quarter ended March 31, 2026.”
OOMA OOMA INC

OOMA INC reported fiscal first quarter ended April 30, 2026 results: revenue Total revenue was $81.1 million, net income GAAP net income was $2.6 million, EPS GAAP net income ... $0.09 per diluted share.

“Total revenue was $81.1 million, up 25% year-over-year. Subscription and services revenue increased to $74.6 million from $60.3 million in the first quarter of fiscal 2026, and was 92% of total revenue, primarily driven by the growth of Ooma Business, including the December 2025 acquisitions of FluentStream and Phone.com. FluentStream and Phone.com, on a combined basis, contributed revenue of $11.5 million to the first quarter of fiscal 2027, including $11.2 million of business subscription revenue.”
Veradigm Inc.

Veradigm Inc. reported financial results for fiscal years ended December 31, 2023 and December 31, 2024.

“On May 26, 2026, Veradigm Inc. (the “Company”) issued a press release announcing the filing of its comprehensive Annual Report on Form 10-K for the fiscal years ended December 31, 2023 and December 31, 2024”
Veradigm Inc.

Veradigm Inc. updated its fiscal year ended December 31, 2025 guidance (reaffirmed).

“The press release also includes historical financial results for fiscal years 2023 and 2024, reaffirms the Company’s preliminary estimated unaudited financial information for fiscal year 2025 (the “2025 Financial Information”) and provides financial commentary for fiscal year 2026”
ZS Zscaler, Inc.

Zscaler, Inc. reported third quarter of fiscal year 2026 ended April 30, 2026 results: revenue $850.5 million, net income Non-GAAP net income was $177.9 million, EPS Non-GAAP net income per share was $1.08.

“Zscaler Announces Strong Third-Quarter Fiscal 2026 Results Achieves record operating margin and strong revenue growth Third Quarter Highlights • Revenue grew 25% year-over-year to $850.5 million”
TRNS TRANSCAT INC

TRANSCAT INC reported financial results for fiscal fourth quarter and year ended March 28, 2026.

“On May 26, 2026, Transcat, Inc. (the “Company”) issued a press release announcing its financial results for its fiscal fourth quarter and year ended March 28, 2026.”
SMTC SEMTECH CORP

SEMTECH CORP reported first quarter of fiscal year 2027, which ended April 26, 2026 results: revenue Net sales $ 291.0, net income Net income (loss) $ 26.6, EPS Diluted earnings (loss) per share $ 0.27.

“Net sales $ 291.0 $ 274.4 $ 251.1 Gross margin 52.0 % 50.4 % 52.3 % Operating expenses, net $ 125.7 $ 156.5 $ 95.3 Operating income (loss) $ 25.8 $ (18.3) $ 36.0 Operating margin 8.9 % (6.7) % 14.3 % Interest expense, net $ 1.0 $ 1.0 $ 6.2 Goodwill and intangible impairments $ — $ 44.6 $ — Net income (loss) $ 26.6 $ (29.8) $ 19.3 Diluted earnings (loss) per share $ 0.27 $ (0.32) $ 0.22”
APPS Digital Turbine, Inc.

Digital Turbine, Inc. updated its fiscal year 2027 guidance (initiated).

“Business Outlook Based on information available as of May 26, 2026, the Company currently expects the following for fiscal year 2027 : • Revenue of betwee n $630 million and $650 million • Non-GAAP adjusted EBITDA 2 of between $135 million and $145 mi llion”
APPS Digital Turbine, Inc.

Digital Turbine, Inc. reported fiscal year ended March 31, 2026 results: revenue $565.3 million, net income $37.7 million, EPS $(0.33) per share.

“Fiscal Year 2026 Net Revenue Totaled $565.3 Million, Representing Year-over-Year Growth of 15% Fiscal Year 2026 GAAP Net Loss of $37.7 Million and GAAP EPS of ($0.33);”
APPS Digital Turbine, Inc.

Digital Turbine, Inc. reported fiscal fourth quarter ended March 31, 2026 results: revenue $142.5 million, net income $7.3 million, EPS $(0.06) per share.

“Fourth Quarter Net Revenue Totaled $142.5 Million, Representing Year-over-Year Growth of 20% Fourth Quarter GAAP Net Loss of $7.3 Million and GAAP EPS of ($0.06);”
BOX BOX INC

BOX INC reported preliminary financial results for first quarter of fiscal year 2027, which ended April 30, 2026.

“On May 26, 2026, Box, Inc. (the “Company”) issued a press release announcing its financial results for the fiscal quarter ended April 30, 2026.”
CATO CATO CORP

CATO CORP reported first quarter ended May 2, 2026 results: revenue $169.5 million, net income $9.3 million, EPS $0.47 per diluted share.

“The Cato Corporation (NYSE: CATO) today reported net income of $9.3 million or $0.47 per diluted share for the first quarter ended May 2, 2026, compared to net income of $3.3 million or $0.17 per diluted share for the first quarter ended May 3, 2025. Sales for the first quarter ended May 2, 2026 were $169.5 million, or an increase of 0.7% from sales of $168.4 million for the first quarter ended May 3, 2025.”
AZO AUTOZONE INC

AUTOZONE INC reported fiscal quarter ended May 9, 2026 results: revenue $4.8 billion, net income $641.5 million, EPS $38.07. Guidance reaffirmed.

“AutoZone, Inc. (NYSE: AZO) today reported net sales of $4.8 billion for its third quarter (12 weeks) ended May 9, 2026, an increase of 8.4% from the third quarter of fiscal 2025 (12 weeks).”
CSW CSW INDUSTRIALS, INC.

CSW INDUSTRIALS, INC. reported the fiscal full year ended March 31, 2026 results: revenue $1.1 billion, net income $112.0 million, EPS $6.70.

“Total revenue increased 23.3% to a record of $1.1 billion, driven by acquisitions during the last twelve months”
CSW CSW INDUSTRIALS, INC.

CSW INDUSTRIALS, INC. reported the fiscal fourth quarter ended March 31, 2026 results: revenue $309.0 million, net income $20.2 million, EPS $1.22.

“2026 fourth quarter period ended March 31, 2026. Fiscal 2026 Fourth Quarter Highlights (comparisons to fiscal 2025 fourth quarter) • Total revenue increased 34.0% to a record of $309.0 million, driven by acquisitions during the last twelve months as well as organic growth • Contractor Solutions delivered organic revenue growth of 2.6% in the fourth quarter • Earnings”
SKY Champion Homes, Inc.

Champion Homes, Inc. reported the full year ended March 28, 2026 results: revenue $2.7 billion, net income $206.9 million, EPS $3.66.

“to Fourth Quarter and Full Year Fiscal 2025, respectively, unless otherwise noted) • 4QF26 net sales increased 4.6% to $621.3 million and FY26 net sales increased 7.3% to $2.7 billion • 4QF26 net income decreased 18.4% to $29.7 million, while FY26 net income increased 4.3% to $206.9 million • Adjusted net income for 4QF26 increased 0.8% to $37.7 million; FY26”
SKY Champion Homes, Inc.

Champion Homes, Inc. reported the quarter ended March 28, 2026 results: revenue $621.3 million, net income $29.7 million, EPS $0.53.

“Quarter and Full Year Fiscal 2026 Highlights (compared to Fourth Quarter and Full Year Fiscal 2025, respectively, unless otherwise noted) • 4QF26 net sales increased 4.6% to $621.3 million and FY26 net sales increased 7.3% to $2.7 billion • 4QF26 net income decreased 18.4% to $29.7 million, while FY26 net income increased 4.3% to $206.9 million • Adjusted net”
SCNX Scienture Holdings, Inc.

Scienture Holdings, Inc. reported the three months ended March 31, 2026 results: revenue approximately $56 thousand.

“business update and reported financial results for the three months ended March 31, 2026. Q1 2026 Financial Highlights Compared to Q1 2025: ● Revenue increased to approximately $56 thousand for the three months ended March 31, 2026, compared to approximately $10 thousand in the prior-year three-month period, representing an increase of approximately 449%”
UWHR UWHARRIE CAPITAL CORP

UWHARRIE CAPITAL CORP reported the first quarter of 2026 results: net income $3.2M.

“Net income for the quarter was $3.2M, compared to $2.6M in Q1 2025”
ANG-PD American National Group Inc.

American National Group Inc. reported the first quarter ended March 31, 2026 results: revenue 1,600, net income $ (7).

“1,139 1,251 3 % 3 % 1,289 1,251 3 % Investment related gains (losses) (30) 133 (33) (11) 3 (123) % NM (30) 3 NM Other income 34 23 22 27 28 48 % 21 % 34 28 21 % Total revenue 1,600 2,299 1,618 1,681 1,889 (30) % (15) % 1,600 1,889 (15) % Benefits and Expenses Policyholder benefits and claims incurred 231 828 270 510 602 (72) % (62) % 231 602 (62) % Interest”
CVCO CAVCO INDUSTRIES, INC.

CAVCO INDUSTRIES, INC. reported the fiscal year ended March 28, 2026 results: revenue $2,245 million, EPS $23.98.

“Full Fiscal Year Highlights • Net revenue was $2,245 million, up $230 million or 11.4% compared to $2,015 million last year. • Factory-built housing Gross profit as a percentage of Net revenue was 22.1%, compared to 22.9%. • Income before income taxes was $245 million, up $34 million or 15.9% compared to $211 million. • Net income per diluted share was $23.98 compared to $20.71. • Backlogs at March 28, 2026 were $195 million, down from $197 million at March 29, 2025. • Stock repurchases were approximately $160 million in the year . • On May 18, 2026, the Company's Board of Directors approved an additional $150 million stock repurchase program.”
CVCO CAVCO INDUSTRIES, INC.

CAVCO INDUSTRIES, INC. reported the fourth quarter ended March 28, 2026 results: revenue $550 million, net income $42 million, EPS $5.42.

“Quarterly Highlights • Net revenue of $550 million up 8% from $508 million in the prior year quarter. • Gross profit as a percentage of Net revenue was 23.1%, up 30 basis points ("bps"), with factory-built housing Gross profit as a percentage of Net revenue at 21.2%, down 110 bps. • Net income was $42 million. Net income per diluted share was $5.42 compared to $4.47.”
COSM Cosmos Health Inc.

Cosmos Health Inc. reported first quarter ended March 31, 2026 results: revenue $17.93 million, net income ($2.81 million).

“added at CosmoFarm, growing Sky Premium Life order activity across multiple markets, and expanded contract manufacturing agreements at Cana Laboratories. · Revenue was $17.93 million, an increase of 30.7% from $13.71 million in Q1 2025, reflecting strong sales momentum across all core divisions. ○ Adjusted revenue was $18.40 million, up 34.2% year-over-year,”
EMAT Evolution Metals & Technologies Corp.

Evolution Metals & Technologies Corp. reported financial results for the three months ended March 31, 2026.

“On May 22, 2026, Evolution Metals & Technologies Corp. (the “Company”) issued a press release announcing its financial results for the three months 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 by reference herein.”
BJ BJ's Wholesale Club Holdings, Inc.

BJ's Wholesale Club Holdings, Inc. reported first quarter (thirteen weeks) of fiscal year 2026 ended May 2, 2026 results: revenue 5,661,500, net income 142,726, EPS 1.10. Guidance reaffirmed.

“share amounts) Thirteen Weeks Ended % Growth (Decline) May 2, 2026 May 3, 2025 Net sales $ 5,529,145 $ 5,033,094 9.9 % Membership fee income 132,355 120,389 9.9 % Total revenues 5,661,500 5,153,483 9.9 % Operating income 207,913 203,645 2.1 % Net income 142,726 149,768 (4.7) % EPS (b) 1.10 1.13 (2.7) % Adjusted net income (a) 142,726 150,875 (5.4) % Adjusted EPS”
BAH Booz Allen Hamilton Holding Corp

Booz Allen Hamilton Holding Corp reported the fourth quarter and full year of fiscal 2026 results: revenue $2.8 billion, net income $205 million, EPS $1.68. Guidance reaffirmed.

“for the year ahead. We’re investing in proven growth areas and building tech to create long-term value for our shareholders and our nation.” Q4 Summary • Revenue of $2.8 billion, a 6.4 percent year-over-year decrease ◦ Revenue ex-billables of $1.9 billion, a 6.8 percent decrease • Net Income of $205 million, a 6.2 percent increase • Adjusted Net Income1”
GSIT GSI TECHNOLOGY INC

GSI TECHNOLOGY INC reported the year ended March 31, 2026 results: revenue approximately $25.1 million.

“On May 7, 2026, GSI Technology, Inc. (the “Company”) disclosed the following unaudited preliminary financial results for the year ended March 31, 2026: · Net revenue of approximately $25.1 million for the year ended March 31, 2026. · Gross margin was approximately 54.5% for the year ended March 31, 2026.”
CYN Cyngn Inc.

Cyngn Inc. reported first fiscal quarter ended March 31, 2026 results: revenue $105 thousand, net income $(6.5) million, EPS $(0.59).

“Cyngn to pursue larger enterprise opportunities while deepening expansion within its existing customer base. Q1 2026 Three Month Financial Review: Revenue in Q1 2026 was $105 thousand compared to $47 thousand in the first quarter of 2025. Similar to prior year, first quarter of 2026 revenue consisted of EAS software subscriptions from DriveMod tugger vehicle”
JTAI Jet.AI Inc.

Jet.AI Inc. reported financial results for the first quarter ended March 31, 2026.

“On May 15, 2026, Jet.AI Inc. (the “Company”) issued a press release announcing its financial results for the quarter ending March 31, 2026, and other recent operational highlights. 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.”
CLIR ClearSign Technologies Corp

ClearSign Technologies Corp reported financial results for the quarter ended March 31, 2026.

“ClearSign Technologies Corporation Provides First Quarter 2026 Update”
CPRT COPART INC

COPART INC reported the nine months ended April 30, 2026 results: revenue $3.5 billion, net income $1.2 billion, EPS $1.20.

“For the nine months ended April 30, 2026, revenue, gross profit, and net income attributable to Copart, Inc. were $3.5 billion, $1.6 billion, and $1.2 billion, respectively. These represent a decrease in revenue of $(8.1) million, or (0.2)%; an increase in gross profit of $12.5 million, or 0.8%; and an increase in net income attributable to Copart, Inc. of $0.8 million, or 0.1 %, respectively, from the same period last year. Fully diluted earnings per share for nine months ended April 30, 2026 was $1.20 compared to $1.18 last year, an increase of 1.7 %.”
CPRT COPART INC

COPART INC reported the quarter ended April 30, 2026 results: revenue $1.2 billion, net income $402.4 million, EPS $0.43.

“For the three months ended April 30, 2026, revenue, gross profit, and net income attributable to Copart, Inc. were $1.2 billion, $572.6 million, and $402.4 million, respectively. These represent an increase in revenue of $25.4 million, or 2.1%; an increase in gross profit of $20.3 million, or 3.7%; and a decrease in net income attributable to Copart, Inc. of $(4.2) million, or (1.0)%, respectively, from the same period last year. Fully diluted earnings per share for three months ended April 30, 2026 was $0.43 compared to $0.42 last year, an increase of 2.4%.”
PMI Picard Medical, Inc.

Picard Medical, Inc. reported the first quarter ended March 31, 2026 results: revenue $1.2 million, net income $7.6 million.

“Revenue grew 85% to $1.2 million for the first quarter of 2026”
TTWO TAKE TWO INTERACTIVE SOFTWARE INC

TAKE TWO INTERACTIVE SOFTWARE INC reported fiscal 2027 results: revenue $8.0 to $8.2 billion. Guidance initiated.

“Initial outlook for fiscal 2027 includes Net Bookings of $8.0 to $8.2 billion”
LION Lionsgate Studios Corp.

Lionsgate Studios Corp. reported the fourth quarter ended March 31, 2026 results: revenue $906.5 million, net income $70.2 million or $0.23 diluted net income per share, EPS $0.23 diluted net income per share.

“--- EX-99.1 (EX-99.1 Q4 2026 EARNINGS RELEASE) --- Q4 2026 EARNINGS RELEASE Document Exhibit 99.1 LIONSGATE REPORTS RESULTS FOR FOURTH QUARTER FISCAL 2026 Revenue was $906.5 Million Operating Income was $117.5 Million, Up 52% Year-over-Year Net Income from Continuing Operations Attributable to Shareholders was $70.2 Million or $0.23 Diluted Net Income Per”
DECK DECKERS OUTDOOR CORP

DECKERS OUTDOOR CORP updated its the three months and fiscal year ended March 31, 2026 guidance (reaffirmed).

“On May 21, 2026, Deckers Outdoor Corporation (the “Company”) issued a press release announcing its financial results for the three months and fiscal year ended March 31, 2026, providing its financial outlook for the fiscal year ending March 31, 2027, and providing a multi-year financial framework for the fiscal years ending March 31, 2028 through March 31, 2030.”
ZM Zoom Communications, Inc.

Zoom Communications, Inc. reported its second quarter of fiscal year 2027 results: revenue Total revenue is expected to be between $1.265 billion and $1.270 billion, EPS Non-GAAP diluted EPS is expected to be between $1.45 and $1.47. Guidance reaffirmed.

“Total revenue is expected to be between $1.265 billion and $1.270 billion and revenue in constant currency is expected to be between $1.262 billion and $1.267 billion. Non-GAAP income from operations is expected to be between $508.0 million and $513.0 million. Non-GAAP diluted EPS is expected to be between $1.45 and $1.47”
ZM Zoom Communications, Inc.

Zoom Communications, Inc. reported the first fiscal quarter ended April 30, 2026 results: revenue $1,239.0 million, net income $425.7 million, EPS $1.42 per share.

“Total revenue for the first quarter was $1,239.0 million”
IONI I-ON Digital Corp.

I-ON Digital Corp. reported first quarter ended March 31, 2026 results: revenue $301,711, net income $4,149,246, EPS $0.04 (basic EPS: $0.12).

“to become a leading provider of secure, compliant, and yield-generating digital asset solutions.” First Quarter 2026 Financial Highlights ● Revenue from Business Ops: $301,711 ○ $27,000 in subscription revenue ○ $274,711 in digital asset yield income ● Operating expenses: $418,140 ● Loss from operations: $(116,429) ● Gain on Sale or Exchange –”
WDAY Workday, Inc.

Workday, Inc. reported fiscal 2027 first quarter ended April 30, 2026 results: revenue $2.542 billion, EPS $0.87.

“Section 9 – Financial Statements and Exhibits --- EX-99.1 (EX-99.1) --- Workday Announces Fiscal 2027 First Quarter Financial Results Fiscal First Quarter Total Revenues of $2.542 Billion, Up 13.5% Year-Over-Year Subscription Revenues of $2.354 Billion, Up 14.3% Year-Over-Year PLEASANTON, Calif., May 21, 2026 – Workday, Inc. (NASDAQ: WDAY), the enterprise AI”
ROST ROSS STORES, INC.

ROSS STORES, INC. reported the 13‐week quarter ended May 2, 2026 results: revenue $6.0 billion, net income $650 million, EPS $2.02. Guidance raised.

“from higher consumer spending related to tax refunds.” ROSS STORES, INC. 5130 Hacienda Drive, Dublin, CA 94568 (925) 965-4400 First Quarter Results Sales increased 21% to $6.0 billion, up from $5.0 billion in 2025. Comparable store sales rose a very robust 17% for the quarter versus flat sales last year. Net income was $650 million versus $479 million last”
HOV HOVNANIAN ENTERPRISES INC

HOVNANIAN ENTERPRISES INC reported fiscal second quarter ended April 30, 2026 results: revenue $667.6 million, net income Net loss was $0.6 million, EPS $0.46 per diluted common share.

“and everyone at the Company extend their heartfelt condolences to his family. RESULTS FOR THE THREE-MONTH AND SIX-MONTH PERIODS ENDED APRIL 30, 2026:  Total  revenues were  $ 667.6 million in the  second quarter of fiscal 2026 , which was within the guidance range we provided, compared with $ 686.5 million in  the  same quarter of the prior year. For the six”
WSM WILLIAMS SONOMA INC

WILLIAMS SONOMA INC reported the first quarter ended May 3, 2026 results: EPS $1.93 per share. Guidance reaffirmed.

“On May 21, 2026, Williams-Sonoma, Inc. (the “Company”) issued a press release announcing the Company’s financial results for its first quarter ended May 3, 2026.”
RL RALPH LAUREN CORP

RALPH LAUREN CORP reported financial results for the fiscal year ended March 28, 2026.

“On May 21, 2026, Ralph Lauren Corporation (the “Company”) reported its results of operations for the fiscal year ended March 28, 2026.”
GLTK GlobalTech Corp

GlobalTech Corp reported the first quarter ended March 31, 2025 results: revenue approximately $4.3 million.

“Globaltech reported net revenue of approximately $10.4 million, compared with approximately $4.3 million for the same period in 2025.”
WMS ADVANCED DRAINAGE SYSTEMS, INC.

ADVANCED DRAINAGE SYSTEMS, INC. reported financial results for the fourth quarter and fiscal year ended March 31, 2026.

“On May 21, 2026, Advanced Drainage Systems, Inc. (the "Company") issued a press release setting forth the Company’s unaudited results for the fourth quarter and fiscal year ended March 31, 2026.”
COAG Hemab Therapeutics Holdings, Inc.

Hemab Therapeutics Holdings, Inc. reported the first quarter ended March 31, 2026 results: net income $22.7 million, or $23.98 per share, EPS $23.98 per share.

“Hemab Therapeutics Holdings, Inc. (the “Company”) issued a press release announcing the Company’s financial results for the quarter ended March 31, 2026.”

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.